In a remarkable feat of resilience, the S&P 500 closed above the key 5,000 level, defying expectations amidst a backdrop of rising interest rates and global geopolitical tensions. Strong earnings reports and positive economic indicators propelled the index to new heights, showcasing a 25% gain in the three years since it surpassed the 4,000-point milestone.
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The Australian December half-year reporting season has begun with a flurry of activity, showcasing a mix of positive surprises and anticipated challenges for investors. Nearly 50 ASX 200 companies are set to report, with major players such as the Commonwealth Bank and JB Hi-Fi leading the charge.
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Last week witnessed a notable surge in the prices of oil, iron ore, and coal, driven by various global factors. However, gold and copper faced significant setbacks, particularly due to the lack of positive news emanating from China, a key player in the global commodities market.
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As the world prepares for a dynamic week of economic indicators and cultural events, eyes are particularly focused on the United States where inflation data is set to be unveiled. The January Consumer Price Index (CPI), both headline and core, along with the Producer Price Index (PPI), are anticipated to dominate discussions, offering insights into the trajectory of the world's largest economy.
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In a historic turn of events, Microsoft has officially dethroned Apple to claim the title of the most valuable company ever. Founded decades ago by Bill Gates and others, and listed in 1986, Microsoft's journey reached a pinnacle last week with a staggering market capitalization of $US3.125 trillion, marking the highest value ever recorded for any company.
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Visionflex has a comprehensive range of cutting-edge clinical telehealth devices, medical equipment, and software solutions.
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Perennial Partners was established in 2016 to provide our investment partners with strategic, operational and distribution expertise, while allowing them to focus on managing money.
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Gavin Rutherford, General Manager, Western Yilgarn NL (ASX:WYX) is an early-stage mineral exploration company, engaged in the evaluation and development of highly prospective projects across WA. The Company is focusing on the Yilgarn Craton Region of Western Australia and currently has two lead projects, targeting highly prospective broad zones of nickel-cobalt, copper and PGE mineralisation.
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Po Valley Energy Limited is an emerging Oil & Gas exploration and development Company with an expanding portfolio of hydrocarbon assets in northern Italy.
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Iggy Tan, Managing Director, Altech Batteries (ASX:ATC) is a specialty battery technology company that has a joint venture agreement with world leading German battery institute Fraunhofer IKTS to commercialise the revolutionary CERENERGY® Sodium Chloride Solid State Battery.
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As central bankers navigate the confusion of an easing rate path, investors may still look to gold as protection against sticky inflation.
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After 15 years of exceptional global growth it is believed the global economy is heading into a more difficult decade of economic trade.
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Maybe it will be a goer down the track, but green steel is about to start a long journey to eventually replace the carbon (coal)-based production methods that account for most of the near 1.9 billion tonnes a year of steel produced globally.
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2024 outlook could be bullish for an Australian Dollar resurgence as the Fed cuts rates and commodities lift.
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Wall Street is record-setting, especially among tech and near-tech stocks. Industrials and financials are sagging, and the Magnificent Seven has become six, with Tesla falling behind Apple (a bit weak as well), Nvidia, Alphabet, Amazon, Meta, and Microsoft (more a 'Stellar Six' now than magnificent).
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A snapshot of the stocks on the move, featuring NOVONIX (NASDAQ:NVX, ASX:NVX), Syrah Resources (ASX:SYR) and Ava Risk Group (ASX:AVA).
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Michele Bullock suggests that the Reserve Bank of Australia can lower interest rates even before inflation reaches the 2.5 percent target, emphasising the importance of confidence in reaching the target when adjusting monetary policy to avoid abrupt changes.
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The Kerry Stokes-controlled building products giant, Boral, has upgraded its full-year earnings guidance after revealing a strong performance for the six months to December.
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With a few A-REITs releasing their December 2024 Half Year Results this week, next week sees a number of the larger REITs' result which will provide a broader picture of the health of the property sector.
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The S&P 500 finished little changed on Thursday after briefly topping the 5,000 milestone for the first time on record.
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Google has announced a significant rebranding of its AI chatbot and assistant, formerly known as Bard, unveiling it as Gemini. The rebrand comes alongside the launch of a new app and subscription options for users. Gemini, a key competitor to OpenAI’s ChatGPT, shares its name with the suite of AI models powering the chatbot.
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One way to slow or halt stock market uncertainty is to call a holiday. Usually, that ends up being bad news because when trading resumes, the slide continues and even deepens. Regardless of what happens, for China’s shattered stock markets, the week-long break for the Lunar New Year couldn’t come too soon on Thursday.
Read MoreStocks were mixed during Thursday trading, with the S&P 500 on the brink of breaching the 5,000 milestone for the first time ever.
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QX Resources Limited (ASX:QXR) Managing Director Steve Promnitz discusses movements in the lithium price and recent drill results.
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On Thursday, the benchmark S&P/ASX 200 rose 0.3% to 7638.4 points, with the utilities sector up 1%, led by AGL Energy's 10.3% surge after reporting a profit of $576 million for the six months to December.
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CEO and Managing Director Mark Freeman and Portfolio Manager David Grace discuss the FY24 half-year results of Australian Foundation Investment Company (ASX:AFI).
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Mark Freeman, Managing Director, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses FY24 half-year results.
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In August, Charter Hall Long WALE REIT indicated its intention to sell assets to manage gearing after suffering significant write-downs and asset devaluations, leading to a loss of $189 million for the 2022-23 financial year.
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Another month of falling consumer and producer prices in China underscores the country's weak activity and demand. However, a slight silver lining emerged in the consumer price data.
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Property and retailing group Mirvac (ASX:MGR) has recorded statutory losses totaling $366 million for the 18 months ending December 31, with an additional $201 million loss for the six months leading up to that date. The company experienced a significant downturn, transitioning from a $215 million profit in December 2022 to a loss of $201 million in December 2023.
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A snapshot of the stocks on the move, featuring QX Resources (ASX:QXR), Chimeric Therapeutics (ASX:CHM) and Alliance Nickel (ASX:AXN).
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The S&P/ASX 200 rose by 0.4% by almost midday, with gains from Cochlear and AGL being counteracted by a decline in REA Group.
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In the midst of ongoing confusion surrounding Sydney's troubled Rozelle traffic interchange, Transurban (ASX:TCL), the toll road giant, remains resolute in its financial projections.
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AGL Energy (ASX:AGL) reported a sharp improvement in interim earnings on Thursday and a significant jump in its full-year guidance range.
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The S&P 500 rose Wednesday and edged closer to the 5,000 level, notching a closing high as investors parsed through another slate of quarterly results that signalled a flourishing economy.
Read MoreThe S&P 500 rose Wednesday and edged closer to the 5,000 level for the first time, hitting a new intraday record as investors parsed through another slate of quarterly results that signalled a flourishing economy.
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The mooted merger between Woodside (ASX:WDS) and Santos (ASX:STO) was abandoned yesterday, eliciting relief more than anything else.
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For thousands of Amcor (ASX:AMC) employees, the company's exposure to world economic activity took a harsh turn in the six months leading to December, as confirmed by Wednesday's quarterly and interim results.
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The marriage between Woodside (ASX:WDS) and Santos (ASX:STO) was called off just before midday on Wednesday.
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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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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 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 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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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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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 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 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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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 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 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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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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