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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

185 articles published Follow:

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The Money Shift Inside Australia’s 2026 Economy

The first finance fact is blunt: Australia is not drifting through a quiet cycle. GDP rose 0.8% in the December quarter of 2025 and 2.6% over the year, giving investors growth, but not comfort. Inflation then reasserted itself, the Reserve Bank lifted rates again, and households watched property, super, cash, equities, and offshore funds get…

ByMarc Kennis2 minutes ago0Comments

CleanTech Industrials Small Caps Stocks

Environmental Group (ASX:EGL) cuts FY26 EBITDA by a third on ERP and Suez

The Environmental Group (ASX:EGL) cut FY26 EBITDA guidance to A$8.5m-A$9.0m on ERP issues at Energy and Suez Canal delays at Baltec.

ByMarc Kennis23 hours ago0Comments

Defence Stocks Mid Cap Stocks Tech Stocks

Codan (ASX:CDA) buys Adaptive Dynamics for A$21m and bolts on electronic warfare

Codan (ASX:CDA) acquires Adaptive Dynamics IP for A$21m, adding anti-jamming and electronic warfare capability to DTC Communications.

ByMarc Kennis23 hours ago0Comments

US stocks

US Markets Overnight: Snooze Fest

US Markets Overnight brought little excitement The session of Thursday, 21 May 2026 was the morning after the night before, and the hangover was real. Wednesday's relief rally, the one that snapped a three-day losing streak on the back of Nvidia's blockbuster result, ran straight into a wall of rising bond yields and a whipsawing…

ByMarc Kennis1 day ago0Comments

Where to Move to Avoid Australia's New CGT Changes in 2027

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Pack Your Bags, Albo’s Coming for Your Capital Gains: 5 Tropical Escapes for Tax-Weary Aussies

Where to Move to Avoid Australia's New CGT Changes in 2027 Last week the government confirmed what investors had been dreading. From 1 July 2027, the 50% CGT discount that Australians have relied on since 1999 is being torn up. In its place comes inflation-adjusted indexation plus a minimum 30% tax rate on realised capital…

ByMarc Kennis2 days ago0Comments

Semiconductor stocks Tech Stocks US stocks

US Markets Overnight: Jensen delivers the goods, and the market shrugs anyway

US Markets Overnight provide some relief for the high Beta crowd Here is the thing about being the most important company on the planet: you can post numbers that would make any other CEO weep with joy and still get nothing but a red tick in afterhours for your trouble. That was Nvidia's lot on…

ByMarc Kennis2 days ago0Comments

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US Markets Overnight: The 5.2% problem

The vibe check Tuesday, 19 May 2026 was the session where the bond market finally lost patience. US markets overnight delivered a third straight losing day for the S&P 500, but the real story wasn’t in equities, it was in the long end of the Treasury curve. The 30-year yield blew through to 5.198%, its…

ByMarc Kennis3 days ago0Comments

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US markets overnight: Bonds bite, barrels boom, and Tesla’s got a Monday to forget

The vibe check Monday, May 18 was a session held hostage by the bond market, as US markets overnight served up a muted, tension-riddled result that left bulls and bears roughly where they started, but considerably less comfortable than on Friday. The 10-year Treasury yield climbed to around 4.63%, its highest reading in twelve months,…

ByMarc Kennis4 days ago0Comments

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US Markets Overnight: The bond market crashed the chip party

US markets overnight were rough. It was always going to come for them, the only question was when. After weeks of US markets grinding higher on the back of a parabolic AI chip rally, Friday May 15 was the session where the bond vigilantes finally turned up at the door with a clipboard. The 10-year…

ByMarc KennisMay 16, 20260Comments

Blue Chip Stocks Semiconductor stocks Tech Stocks US stocks

US Markets Overnight: Cisco walks into the AI bar like it owns the place

US Markets Overnight reminded us of the dot com party in 1999 If you'd told the average punter back in January that the stock to lead an AI-driven, record-breaking session on the S&P 500 and Nasdaq would be the one Aussie investors mostly remember from the dot com era, you'd have copped a polite chuckle…

ByMarc KennisMay 15, 20260Comments