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The recent positive speculation about the removal of trade tariffs from China this quarter was squashed by a massive cap raise of $825m at 10.80 per share to fund the acquisition of high-end Californian wine group Daou Vineyards in a deal worth up to $US1 billion ($1.6 billion) as it steps up expansion in the United States luxury wine market.
With the recent run in RMD we are looking to bank some profits here at $29 (+20%) while we see further upside in the stock, the risk that further developments in the GLP-1 space could derail this recent run. Particularly a study due from Eli Lily a maker of Zepbound in the next month.
We still prefer exposure in the healthcare space and are recommending a switch of our RMD allocation to Clinuvel (CUV) a skin disease treatment for sufferers of EPP. They are also in Phase 2 of a stroke treatment drug which is looking promising
Today’s market revealed striking contrasts, with Domino’s Pizza sharply down by 30.51%, while Energy Resources surged by 18.18%, reflecting diverse investor strategies.
We initially recommended a high allocation of this relative value trade, which is no longer appropriate given the recent strength in Tech stocks in the US
CSL has reached the upper end of its trading range. In line with our commitment to optimizing returns and managing risks effectively, we are taking profit on the remaining 2% of our CSL position.
We have seen Mineral Resources share price drop over the past month due to decreasing Spodumene Concentrate prices in China. Despite this drop we believe at current prices, this presents a good opportunity.
ASX lithium stocks face a downturn as falling spodumene prices prompt strategic reassessments. Key players, including Liontown Resources, navigate challenging market shifts.
ASX buoyed by coal stocks’ strong performance, with Whitehaven and Yancoal leading gains. Optimism rises as commodity prices rebound, signaling robust market growth.
In this episode of “Bulls vs. Bears,” we examine the rise in Uranium prices, driven by supply constraints and growing energy demands. The discussion includes insights from a CEO on the industry’s future. We also analyze tensions in the Middle East, assessing their impact on global markets. Additionally, the episode covers the Davos World Economic Forum, U.S. bank earnings reports, and trends in agriculture and retail stocks. This comprehensive analysis offers listeners a deep dive into current financial market dynamics.
Global markets show mixed trends: US job claims at record low, tech stocks like Apple surge, while commodities rebound and Bitcoin declines amid rate cut debates.
Australia’s job market takes a hit with a significant loss of 65,116 jobs in December, challenging the economic outlook and influencing ASX trends.
Amid economic uncertainties, healthcare remains resilient, benefiting from consistent needs and innovation. This strategic move offers stability and growth potential in a fluctuating market.
