Market update with Shaw and Partners, June 2022
01 Jul 2022 - Shaw and Partners Chief Investment Officer Martin Crabb discusses market outlook and which sectors and stocks do well in a downturn.
01Jul
01Jul
Stocks of the Hour: Austal, INOVIQ, Australasian Metals
01 Jul 2022 - A snapshot of the stocks on the move featuring Austal (ASX:ASB), Inoviq (ASX:IIQ) & Australasian Metals (ASX:A8G).
01Jul
IPO market hit by market volatility, Bitcoin losses continue
01 Jul 2022 - In the IPO market rising interest rates, increased regulatory scrutiny and the stock market’s worst first half in 50 years are squeezing the IPO. market in a way that hasn’t happened since the financial crisis. Six months into 2022, initial public offerings are at their slowest pace since 2009, according to data from Dealogic.
30Jun
Stocks of the Hour: Paradigm Biopharmaceuticals, Estrella Resources, Race Oncology
30 Jun 2022 - A snapshot of the stocks on the move featuring, Paradigm Biopharmaceuticals (ASX:PAR), Estrella Resources (ASX:ESR), and Race Oncology (ASX:RAC).
30Jun
US consumers about to be hit hard
30 Jun 2022 - While housing does not account for a huge amount of economic output, it is a boom-bust industry that has historically played an outsize role in downturns. The sector runs on credit and the highest mortgage rates since 2008 will start to bite across consumer spending as new home purchases are often followed by new furniture, new appliances and new electronics – its seems US consumers are about to be hit with the double whammy of...
29Jun
Stocks of the Hour: Liontown Resources, Weebit Nano & Winchester Energy
29 Jun 2022 - A snapshot of the stocks on the move featuring Liontown Resources (ASX:LTR), Weebit Nano (ASX:WBT) & Winchester Energy (ASX:WEL).
29Jun
As earnings risks emerge, can the energy sector continue to thrive?
29 Jun 2022 - With the energy sector forecast to post the strongest earnings growth of any of the main industry groups both in the US and globally, the emerging conflict is that nearly every global earnings recession has seen energy earnings growth in negative territory.
28Jun
Stocks of the Hour: Bluebet, Tassal & American Rare Earths
28 Jun 2022 - A snapshot of the stocks on the move featuring Bluebet (ASX:BBT), Tassal (ASX:TGR) and American Rare Earths (ASX:ARR).
28Jun
Australian market expected to outperform as inflation concerns turn to earnings revisions
28 Jun 2022 - As a 'value' market with roughly 50% of market cap in value sectors like banks, miners and energy, Australia may continue to show some outperformance in relative terms, as earnings revisions deteriorate at an even faster pace in other markets.
27Jun
Stocks of the Hour: Imugene, Centrepoint Alliance & Tamboran Resources
27 Jun 2022 - A snapshot of the stocks on the move featuring Imugene (ASX:IMU), Centrepoint Alliance (ASX:CAF) & Tamboran Resources (ASX:TBN).