Between the Bells

Morning Bell 14 May

The Aussie share market futures are suggesting a fall of 1% at the open. Traders will absorb U.S and European equities pairing back and falling into the red, while the oil and gold price pushed ahead overnight. A trading idea for today, Bell Potter rose Emeco's (ASX:EHL) price target to $1.40, implying a 37% share price growth in a year from yesterday’s close of $1.03.  Investors will be watching Graincorp (ASX:GNC), OceanaGold Corp (ASX:OGC), Xero (ASX:XRO) and Aussie unemployment data fo...

Morning Bell 13 May

All eyes today are on CBA’s financial results and the unfolding tension between China and Australia, after Beijing banned importing beef from 4 Aussie abattoirs. Looking at the futures, the Australian share market is set for a fall of 1.3% at the open. A trading idea for today: Bell Potter rose Premier Investments' (ASX:PMV) price target to $18.50, implying a 21% share price growth in a year from yesterday’s close of $15.42.  Investors will be watching CBA (ASX:CBA) and Stockland (ASX:SGP).

Weekly Wrap 8 May

The Aussie share market sees its best weekly gain in five weeks, with the ASX200 gaining 2.3%, the All Ordinaries rising 2.4%, and the Small Ordinaries soaring 3.2% (Monday to Thursday). With the curve flattening, people are taking to the road, steadily increasing both oil demand and the oil price. In this week’s wrap, Jessica covers: I.T leads the charge, up 10% in this week's sectors report (0:22) With a 35% rise, Afterpay (ASX:APT) leads the way, while NRW Holdings (ASX:NWH) heads in a...

Weekly Wrap 1 May

On Thursday, the ASX200 closed off the month up 8.8%, the best monthly gain on record since the data set began in 1993. Not bad... almost as good as the All Ordinaries clocking off the month with a 9.5% rise - its best result since 1988. Plus, the University of Queensland and Gilead make breakthroughs in potential COVID-19 treatments. In this week’s wrap, Jessica covers: Four key reasons the markets rallied (0:35) Energy gets a boost, rising 12% in this week's sectors report (1:13) Stock...

April Monthly Overview

The Aussie share market is set for its best monthly gain since January this year. This week, the focus has been on the Banking sector, with some of the banks releasing their half-year results.  In this month's wrap, Jessica covers: IT leads growth sectors in this month's sector report (0:19) Stocks in the spotlight: Afterpay (ASX:APT) rises 51% & Metcash (ASX:MTS) slides 21% (1:11) HY results: Where will NAB (ASX:NAB) go from here & what to watch with Westpac (ASX:WBC) (2:19) The best o...

Weekly Wrap 24 April

Though it's been a negative week for the Aussie share market, light seems to be at the end of the tunnel for some stocks. With the volatility index falling from its 9-year high to a 7-week low, the market is seemingly more tame. However with immediate threats subsiding, the question of when the consequences of COVID-19 will be fully realised is now on the table. In this week’s wrap, Jessica covers:  - The sector report: defensive sectors hold fast (0:43) - The stock report: as gold spikes, ...

Market Update 22 April

The Australian share market put the brakes on for the 3rd day, as US equities felt weak at the knees for their 2nd session. This follows oil price’s massive decline amid oversupply and crippled demand due to COVID-19 lockdowns. Today, the oil price clawed back overnight and the Aussie share market is up 13% from its March lows meaning we are no longer in a bull market.   Companies on the ASX leaderboard: WiseTech (ASX:WTC), Pinnacle Investment Management Group (ASX:PNI) and Spark Infrastru...

Market Update 21 April

The Australian share market is on for a cautious day of trade given the topsy-turvy evening and morning we had. The Australian share market opened 0.6% lower then clawed back some of those losses and is tracking 0.2% lower with Healthcare, Utilities, Banks and Energy rising.  Overnight, the crude oil price collapsed, Virgin (ASX:VAH) entered voluntary administration and international markets somewhat held up with the Stoxx600 and the S&P500 gaining 0.7% and losing 1.8% respectively. Inves...

Market Update 20 April

The Australian sharemarket is having a choppy start to the week and is tracking 1.4% lower before noon, erasing Friday's 1.3% gain. However, for the month of April, the market is still up 6.4%. In Australia, investors will be watching: the Energy sector, Caltex (ASX:CTX), Fortescue Metals (ASX:FMG) and the Staples sector. Looking at the biggest stock moves: AP Eagers (ASX:APE), Nine Entertainment (ASX:NEC), Domain (ASX:DHG) and Southern Cross Media (ASX:SXL).

Weekly Wrap 17 April

With four consecutive weeks of growth, and the market gaining over 20% from its March lows, the bull market has technically set in. With all sectors up across the board, it seems Australian shares are steaming ahead for the short term. However, we look ahead to see what we could be in for based on historical data from the GFC. In this week’s wrap, Jessica covers:  A bull market amid a bear (0:23) All sectors up: Energy leading the way (0:39) Stocks in the spotlight: NRW Holdings (ASX:NWH...

Market Update 17 April

Australian share market wrap Friday 17 April, featuring best and worst ASX 200 performers and what to watch next week. The Australian sharemarket gained 1.3% today. Over the week the market rose 1.9%, rising for the 4th straight week. So far this April, the market has gained over 8%. That’s THE best monthly gain in over 9 years. In terms of Economic new out today: China’s Industrial production fell 1.1% in March on a YOY basis, while the market expected it to drop by 7%. Chinese economic g...

Market Update 16 April

Aussie shares came under pressure at the open, falling 1.9%, following Wall Street and European equities which lost 2.2% and 2.3% respectively. With the risk-off environment returning, money flowed back into bonds and gold, pushing the gold price up 0.2%. Meanwhile, oil gained 1.7%, moving back above $20 a barrel. Today, investors will be watching: Financials, Energy and Materials Woodside Petroleum (ASX:WPL) Contact Energy (ASX:CEN) Star Entertainment (ASX:SGR) Vista Group (ASX:VGL) ...

Market Update 9 April

The Australian share market is continuing to rise of its March lows, pushing further into positive territory hitting a four week high, as the coronavirus outbreak appears to have turned a corner, while in the US - a level of uncertainty was removed as Bernie Sanders stood from the presidential race, while the oil price gained 4% to about $26 a barrel ahead of planned production cuts by OPEC later today. US equities ended higher overnight with the S&P500 up 3.4%. In terms of the most valued ...

Weekly Wrap 9 April

The ASX rose for the second consecutive week, climbing 2.8% after last week's 4.7% rise. However, volatility is not expected to be over just yet. We look to the GFC for a textbook example of temporary rallies followed by further falls.  In this week’s wrap, Jessica covers:  Aussies buying the dip: all ASX sectors make gains this week (1:45) Stocks in the spotlight: Vicinity Centres (ASX:VCX) up 22% (1:59) A word on utilising your super during COVID-19 (3:00) Dividend traps: re-evaluate ...

Market Update 8 April

The ASX200 opened 1.9% lower, largely as expected with most sectors in the red, except Staples moving higher. It comes as US equities retreated overnight with oil slipping. We saw Europe stocks advance with the German Dax up 2.8% and London FTSE up 2.2% on hopes European COVID-19 cases have peaked, while the UK prime minster is now stable in ICU. All eyes on Westpac (ASX:WBC), National Australia Bank (ASX:NAB), Australia & New Zealand Banking group (ASX:ANZ), Commonwealth Bank of Australia ...

Weekly Wrap 3 April

Global equities continue to take a hit as COVID-19 continues to spread. Financials and energy similarly fall. Is there a way forward for investors? Jessica looks at the smart investor's investment strategy and how a little planning, can go a long way. In this week’s wrap, Jessica covers: Around the world in 60 seconds - a look at global equities (0:09) Defensive sectors continue to outperform (1:31) Fisher & Paykel Healthcare (ASX:FPH) best performing stock YTD (2:23) Golden stock tips:...

Market Update 2 April

Aussie shares track 1.9% lower after the White House projected 100,000 to 240,000 COVID19 deaths in the U.S. The S&P500 lost 4.4%, but after Wall Street closed, its futures lifted, suggesting a bounce back. The energy sector charges for the second day as oil rises 5%.  IDP Education shares surged 22% after it raises more money than expected and assured investors it’s now adequately funded to navigate the coronavirus uncertain times.  Gold miners like Evolution Mining and St Barbara lift.  ...

Market Update 1 April

Aussie shares kicked off the month and quarter up 3.4% on Wednesday 1 April at midday.  Overnight markets were mixed with US equities down, while European equities made gains, gold fell to US$1,597 an ounce and oil rose 2% with US President Donald Trump and his counterpart, Vladimir Putin set to hold talks to stabilise energy markets.  All eyes on: Oil Search  (ASX:OSH) up 18% as a Japanese fund manager increased their stake in the firm. Macquarie dropped its target price to $4.00, (It's tr...

Market Update 31 March

The Aussie share market is having another positive day, rising 3.1% in the first 40 mins following yesterday’s 7% gain, best one day gain since 1980.  We also had positive leads from the get go. Wall Street started its trading week on positive ground, with the benchmark S&P500 up 3.4%.  Investors will be watching Credit Cord (ASX:CCP), Star Entertainment (ASX:SGR) and Nine Entertainment (ASX:NEC).

March Market Overview

In February 2020, unemployment was low, and the share market was at an all-time high. Since then, we've seen the Aussie share market fall 30% from it's peak. Unsurprisingly in this risk off environment, defensive sectors are outperforming. In this month's wrap, Jessica covers: Metcash (ASX:MTS) – cashes in on panic buying as top performing stock of the month (1:03) Can the past teach us something about the future? (1:45) What the data says – markets predicted to rebound next year (2:48) ...

Weekly Wrap 27 March

As the Aussie share market picks back up, global equities are expected to follow. However, we aren't out of the woods yet given the persistent pressure from travel bans and other precautionary measures. In this week's wrap, Jessica covers:  Stocks in the spotlight - Afterpay (ASX:APT) up 56% (0:40) Where are we headed? Global productivity down, but government stimuluses are picking up the pieces (1:41) Where to find the most upside (3:56) Healthcare stocks to watch (5:25) How to find '...

Weekly Wrap 20 March

As global borders shut down, companies are abandoning their earnings forecasts. Why? It seems people are coming to terms with the fact that COVID-19 could be around for a while. Governments and central banks meanwhile, attempt to combat the economic downturn. In this week's wrap, Jessica covers: - ASX down 28% YTD (0:42) - Fisher & Paykel Healthcare sees boost amidst COVID-19 (1:21) - Supermarkets projected by UBS to lift (1:49) - Containing the blaze: the parts of the market most affecte...

Market Update 20 March

The Aussie share market gained 2.7% in the first hour of trade and at around 1pm was sitting 4.4% higher. This was fuelled by a rally on overseas equities after Donald Trump signed a bill that expands paid leave for workers amid the coronavirus lockdowns, inking a stimulus package potentially worth US$1 trillion. We also saw the oil (WTI) price gaining 23%, its biggest one-day move ever. Stand out stocks include Afterpay (ASX:APT), Cimic (ASX:CIM), Scentre (ASX:SCG), Mirvac (ASX:MGR), Goodm...

Market Update 19 March

The Aussie share market gained 2.6% in the first 30 minutes of trade, (but is now tracking 0.5% lower) fuelled by positive news in Europe as the European Central Bank (ECB) just launched a $750 billion stimulus package. Secondly- the market is rallying ahead of the Reserve Bank of Australia’s 2.30pm decision, with rates expected to be cut to 0.25%. Finally, for quantitative easing to be introduced - to inject new money into the economy to support businesses. The only sector in the red earli...

Market Update 16 March

Pressure is on the RBA to cut rates. After the US Central bank cut rates to zero, also launching a US$700 billion quantitative easing program, to offset the coronavirus economic impact. Meanwhile the Central NZ bank has cut its rate to 0.25%. ​All eyes on Fortescue Metals (ASX:FMG), Challenger (ASX:CCF), Reject Shop (ASX:TRS), oOH!media (ASX:OML), Air New Zealand (ASX:AIZ), Downer (ASX:DOW), Dominos (ASX:DMP) and Crown Resorts (ASX:CWN).

Weekly Wrap 13 March

A 20% fall from all-time highs puts the ASX back into a bearish hibernation. Given travel and tourism account for 15% of world GDP, it's no surprise that the COVID-19 pandemic is creating severe market dislocation. The estimates however tell a different story; if corona can be contained, Australia may just avoid a technical recession. In this week's wrap, Jessica covers: - No need to panic - markets will recover (0:40) - Citi's insights: attractive buys & ASX predictions (2:01) - Sector s...

Weekly Wrap 6 March

We saw the Aussie share market traverse through the week, collecting a 0.7% loss Monday-Thursday. Investors topped up on their bond exposure, pushing the 10-year government bond yield to new lows. We saw blood plasma company, CSL gain 2.4% over the last four days, and also overtake CBA as the biggest company on the market. In this week's wrap, Jessica covers: Agri-businesses welcome boost after rains hit Eastern Australian (0:29) Bega Cheese takes the cake in this week's best and worst (0:...

Market Update 4 March

In breaking news, the Australian economy grew more than expected in Q4 up 0.5%, more than the 0.3% on the cards – also rising 2.2% year on year. That slightly lifted the market but the ASX200 is tracking 1% lower around noon. US stocks moved back into the red, when the Fed Reserve made an emergency 0.5% rate cut to 1.25%. It was not expected, which is why their market fell about 3%. And now, US President Trump is also calling for rates to be cut again to make US exports cheaper. All eyes o...

February Market Overview

The ASX loses 6%, the AUD sinks to an 11 year low, and U.S equities fall to a 12 week low as coronavirus pandemic speculation takes hold. In this month's wrap, Jessica covers: Healthcare sector delivers the goods once again (1:25) IDP Education (IEL) rises 34% to be this years YTD stock darling (1:51) What's next? (4:14) Key investment principals to keep in mind during the coronavirus crisis (4:38)

Market Update 26 February

Famous actor & World Health Organisation Ambassador Jet Li said overnight, coronavirus knows no borders. Coronavirus cases are on the rise in Europe and the middle East, while cases are steadying in China with factories coming back online like Toyota. There is a lot of fear in markets which is why US equities tumbled to a 12 week low and money flowed into bonds, pushing their treasury yields to a record low.  Companies reporting: Invocare (ASX:IVC), Healius (ASX:HLS), Appen (ASX:APX), Poly...

Morning Bell 18 February

We had a quiet session overnight given U.S markets didn’t trade as it was a public holiday for President's Day. The Aussie shares market futures were 0.04% lower, suggesting a negative open. Companies reporting today: Abacus Property Group (ABP), Ansell (ANN), APA Group (APA), BHP Group (BHP), Cochlear (COH), Emeco Holdings (EHL), IOOF Holdings (IFL), Monadelphous Group (MND), Netwealth Group (NWL), Oz Minerals (OZL), Scentre Group (SCG), ISelect (ISU), Coles Group (COL) and Sims Metals Ma...

Weekly Wrap 14 February

With positive sentiment now well and truly back in the market in the wake of the initial coronavirus scare, Jess looks back at historical market data from plagues of the past. The Aussie, U.S and European markets once again enjoyed record highs on not one, but two days this week. Could this be the roaring 20's once again? In this week's video, Jessica covers:  - A retrospective look at disease market impacts - or lack thereof (0:48) - The review of the century: the relentless ASX (1:03) - T...

Morning Bell 11 February

Investors buy the dip and US equities rebound. The Australian share market futures are suggesting a 0.6% gain. Companies reporting today: Beach Energy (BPT), Challenger (CGF), Suncorp Group (SUN) and Transurban Group (TCL). All eyes on: Home and investing lending data for December and business confidence for January.

Weekly Wrap 7 February

Reporting season: Temple & Webster results

Temple & Webster's (TPW) reporting season results in 1 minute.

Morning Bell 3 February

The Australian share market is bracing for a heavy round of profit taking following the sharp losses on Wall Street with US equities falling 1.8% on fears the coronavirus could dent economic growth. Most asset classes are lower, bonds yield lower too as more money has flowed into treasuries, while gold has gained. The Aussie futures suggest a 1.7% fall at the open which means we could fall below the 7,000 mark. All eyes on the RBA meeting tomorrow and Link (LNK).

January Market Overview

The Aussie share market gets the biggest start-of-year adrenalin shot in 3 decades. The ASX holds firm with less unemployment & higher inflation revealed in Australian economic data. The U.S follows suit. Plus; healthcare is up, but the stocks leading the charge aren't those in the eyes of the coronoavirus storm... In this weeks Wrap, Jess covers: How was this the best start to the year in 3 decades? (0:16) The epedemic isn't causing a pandemic in the markets... (2:32) Best sectors: Health...