Skip to main content

Latest stock market podcasts

Morning Bell 23 June

Bell Direct
June 23, 2020

The Aussie share market is eyeing a 0.6% gain at the open after new records were made overnight with the oil price jumping over US$40 for the first time since March.

Investors will be watching:

  • Energy companies like Santos (ASX:STO) which has lower debt than most of its peers, as well as Woodside (ASX:WPL) which has a lot of head room for an acquisition down the track.
  • With copper moving higher, keep an eye on BHP (ASX:BHP) and Oz Minerals (ASX:OZL).
  • On the economic front, manufacturing and services data is out for June, with the market expecting manufacturing activity will grow to a reading of 49.3.

Local Trading ideas:

  • UBS upgraded James Hardie Industries (ASX:JHX) price target to $34, saying the building company is a key standout following earnings upgrades and better than expected U.S. sales in the first six weeks of Q1. For UBS, James Hardie Industries is a buy, meanwhile Citi also maintained its buy on the stock.
  • Ramelius Resources Limited (ASX:RMS) was rated as a buy by Shaw and Partners. Whereas UBS’ preferred gold buy is Independence Group (ASX:IGO) expecting its shares will grow to $6.00 with the price of gold tipped to reach US$2,000 in the not too distant future.
  • Citi put out a note on Stockland (ASX:SGP) following the CEO’s retirement and after it estimated a 2H20 dividend of 10.6 which was 25% of its guidance levels. Citi expects further downside for Stockland and prefers Mirvac (ASX:MGR) for residential exposure for Goodman Group (ASX:GMG) on the commercial industrial side.

Weekly Wrap 14 July

Grady Wulff
July 14, 2023

Morning Bell 14 July

Bell Direct
July 14, 2023

Morning Bell 13 July

Bell Direct
July 13, 2023

Morning Bell 12 July

Bell Direct
July 12, 2023

Morning Bell 11 July

Bell Direct
July 11, 2023

Morning Bell 10 July

Grady Wulff
July 10, 2023

Weekly Wrap 7 July

Bell Direct
July 7, 2023

Morning Bell 7 July

Sophia Mavridis
July 7, 2023

Morning Bell 6 July

Bell Direct
July 6, 2023

Morning Bell 5 July

Bell Direct
July 5, 2023

Morning Bell 4 July

Sophia Mavridis
July 4, 2023

Morning Bell 3 July

Grady Wulff
July 3, 2023