Yields on 30-year Treasuries are experiencing their most significant quarterly increase since 2009, causing concerns that the recent bond market turmoil could have broader implications for financial markets.
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The Federal Reserve's commitment to maintaining higher borrowing costs for an extended period threatens the fragile balance sheets of smaller enterprises.
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Stocks rose Thursday, as Wall Street tried to regain some of this month’s steep losses and traders kept an eye on Treasury yields.
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Chariot Corporation, soon to be ASX-listed next month, is making waves in the US lithium market.
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The ASX closed lower on Thursday, primarily due to a decline in consumer stocks following an unexpected drop in monthly retail sales figures.
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Oil prices surged towards $100 per barrel as US storage hub stockpiles hit critical lows, with West Texas Intermediate trading near $94 per barrel after a 3.6% jump, driven by Cushing, Oklahoma inventories falling to their lowest levels since July the previous year.
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A critical US oil town, Cushing, Oklahoma, is grappling with a dire oil shortage that is sending shockwaves through energy markets, pushing US oil prices above $94 per barrel for the first time since August 2022.
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The Dow Jones Industrial Average fell Wednesday, building on the steep losses from the previous session, as an uptick in Treasury yields and oil prices dented investor sentiment.
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The Australian stock market didn't react significantly to a 5.2 percent increase in inflation because it was in line with expectations.
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The Australian wine industry, once a thriving sector and a major contributor to the nation's exports, finds itself in a state of upheaval due to punitive tariffs imposed by China and shifting global market dynamics.
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The monthly consumer price index in Australia increased to 5.2% for the 12 months ending in August, up from 4.9% in July, according to the Australian Bureau of Statistics, matching market expectations.
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The Dow Jones Industrial Average fell Tuesday after the latest home sales and consumer confidence reports stoked concern over the state of the US economy.
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On Tuesday, the Australian stock market experienced a decline primarily due to a sell-off in technology and real estate stocks.
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Linius Technologies (ASX:LNU) specialises in the development and commercialisation of SaaS solutions for video, particularly for the sports market. Linius Media Solutions is a portfolio of products that enables their customers to unlock the value of their vast video archives post-live, curating and publishing higher quality content, and enabling truly personalized and immersive viewing experiences for fans.
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At noon, the S&P/ASX 200 is 0.49 per cent lower at 7,042.10, primarily driven by losses in property and tech sectors.
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The S&P 500 climbed on Monday to kick off the final week in September. All three major averages snapped four-day losing streaks.
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The ASX experienced a midday rally in tech stocks, which helped it recover from earlier losses in the materials sector, driven by concerns related to China's economic growth.
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Oil prices climbed for the second day in a row as hedge funds displayed increasing confidence in tightening global supplies, hinting at a potential resumption of the rally that briefly paused last week.
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Despite China's ongoing property crisis, the demand for iron ore remains robust due to the increasing need for steel in various sectors, including electric vehicles, wind farms, ships, bridges and infrastructure projects.
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Oil prices increased for a second consecutive day, driven by hedge funds' growing confidence in tightening oil supplies.
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US stocks retreated on Friday, concluding what has been a tough week for the market. The Dow Jones Industrial Average fell 0.31%. The S&P 500 shed 0.23%. The Nasdaq Composite slipped 0.09%.
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The Judo Bank Flash Australia Composite PMI Output Index for September improved to 50.2 from August's 48.0, indicating a return to expansion in Australia's private sector.
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The lithium market has witnessed a sharp downturn this week, with spot prices continuing their decline from the late-2022 peak.
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Consumers are becoming more cautious due to rising living costs, but UBS analysts believe this doesn't indicate an immediate drop in spending, as they note a slight improvement in future interest rate expectations.
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The ASX experienced continued declines at midday, with banking stocks being particularly affected. This drop was triggered by the recent hawkish statements from the US Federal Reserve.
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Stocks retreated on Wednesday after the Federal Reserve said it would leave interest rates unchanged but indicated another hike on the horizon.
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The ASX extended its three-day losing streak, with materials and energy stocks declining, as investors awaited rate decisions from the Bank of England, Bank of Japan, and US Federal Reserve in the next 48 hours, which could significantly impact global markets.
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Oil prices have stabilised amid a cautious market atmosphere before a Federal Reserve meeting, with West Texas Intermediate for November holding just below $91 per barrel.
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A snapshot of the stocks on the move, featuring QX Resources (ASX:QXR), Vintage Energy (ASX:VEN) and Alderan Resources (ASX:AL8).
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Stocks retreated on Tuesday as Wall Street awaited the results of this week’s Federal Reserve policy meeting.
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On Tuesday, at the closing bell, the S&P/ASX 200 was 0.47 per cent lower at 7,196.60, in anticipation of the US Federal Reserve's policy meeting.
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Investors are feeling nervous in anticipation of the upcoming US Federal Reserve policy meeting, where it is anticipated that the Fed will reiterate its commitment to maintaining low interest rates for an extended period.
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Global oil prices experienced a significant surge on Monday, briefly flirting with the $95 per barrel mark, as the market grapples with anticipation of a supply deficit.
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US stocks have closed near the flat line Monday as investors geared up for the Federal Reserve’s meeting scheduled for later in the week.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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