Henrys Take Thursday

Henry is away today. Back on Monday. This might interest some of you – turned up on the scans today – Atlantic Lithium (A11) – not participating in the fun.

Australian Results Calendar

This is the Australian Results Calendar for the upcoming results season. Before you rely on this: Errors and Omissions Excepted. We produce this on a best-efforts basis. Do not rely on it as gospel. We take no responsibility for you if these dates are inaccurate. Some dates are a guess, sourced from Reuters but even…

Marcus Take – Silly

SUMMARY Good CPI – the Fed finally getting on top of the curve. Looking a bit silly in cash. US Dollar down, Bond yields down, Markets up. A US rate rise inevitable this month – Goldman’s say one more and hold. Focus also moves to US results this week and next. Resources had a good…

Midday Report Thursday

MARKET AT MIDDAY ASX 200 up 105 points at 7241 (+1.5%) at midday, on track to clock its third straight day of gains. Interest rate-sensitive stocks led the gains, with financials, retail, and real estate all up. Bullion prices jumped overnight, helping boost our gold miners’ Northern Star Resources (NST) up 4.2% and Newcrest Mining (NCM) up 4.0%. Iron ore and lithium stocks are also stronger,…

End Of Day Report Thursday

ASX 200 closed up 111 points to 7247 (+1.6%), clocking its third straight session of gains. ASX 200, at best up 121 points, supported by miners and a big rebound in gold as bullion prices shot up. Aussie bond yields follow the US, 2Y down 10bps to 4.03%, 10Y down 7bps to 4.06%, and the…

Australian Results Calendar to end June 2023

This is the Australian Results Calendar for the upcoming results season. Before you rely on this: Errors and Omissions Excepted. We produce this on a best-efforts basis. Do not rely on it as gospel. We take no responsibility for you if these dates are inaccurate. Some dates are a guess, sourced from Reuters but even…

Midday Report Wednesday

MARKET AT MIDDAY The ASX 200 is up 29 points to 7138 (+0.4%) ahead of the release of the US CPI report late tonight. The ASX 200 opened 0.7% higher, following gains on Wall Street overnight. Energy and mining sectors were the top performers, with Woodside Energy (WDS) +2.4%, Santos (STO) +1%, and Yancoal (YAL) +1.2% leading the way. Major mining companies also saw gains, while gold…