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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:

Large Caps Uncategorized

2 Opportunities in the ASX Utilities Sector

The ASX Utilities sector is coming back in fashion The following image is the weekly chart for the ASX200 Utility index. The pattern shown on the chart is called “Round Bottom” and it is a reversal pattern. Detecting this pattern in a chart is a signal of a shift in the sentiment from bearish into…

ByMarc KennisDecember 24, 20210Comments

Technology Uncategorized

BrainChip (ASX:BRN): Welcome to the revolution!

BrainChip: Welcome to the revolution Imagine a computer chip that can genuinely learn all by itself in a way that is similar to how you and I learn, i.e. by processing sound, vision, touch etc. not as digital ones and zeros, but through neuromorphic processing of these so-called spikes. BrainChip has developed technology that puts…

ByMarc KennisDecember 14, 20210Comments

Technology Uncategorized

Interested in ASX semiconductor stocks? Here’s how to play the semiconductor cycle through the ASX

Interested in semiconductor stocks? Nearly every digital electronic device today is powered by semiconductors, which contain silicon and are critical for creating integrated circuits, also referred to as microchips. Part of the problem is that the return on investment isn't compelling enough to build new foundries—which cost billions of dollars and take years to construct—to…

ByMarc KennisNovember 23, 20210Comments

Gold Stocks Resources Uncategorized

Bitcoin vs Gold

Bitcoin vs Gold: what is the better inflation hedge? In case you hadn’t heard, Australian investors have become excited about the future of Bitcoin and other cryptocurrencies. That’s why, when the BetaShares Crypto Innovators ETF (ASX: CRYP) was launched on Thursday 4 November 2021, demand for shares in this ETF was hot.When you buy this…

ByMarc KennisNovember 7, 20210Comments

Mining Stocks Oil and Gas Stocks Resources Small Caps Stocks Uncategorized

We know it’s not very woke, but we still like oil and gas

Stuart Roberts from Stocks Down Under says he isn't popular at cocktail parties, being a fan of oil. He sees oil easily heading back above $100 a barrel as "that huge sucking sound" is the world demanding oil just as supply is hampered. He says gas projects of all stripes are looking attractive right now…

ByMarc KennisSeptember 29, 20210Comments

Large Caps Uncategorized

Seven Group’s footprint is oversold

Seven Group (ASX:SVW) It started as a conversation about one ASX conglomerate - it ended with four oversold stocks getting the buy treatment from Stuart Roberts at Stocks Down Under.Stuart doesn't pull any punches on his opinion of four oversold stocks, where he "likes 'em all". Not only a big fan of Kerry Stokes, strong…

ByMarc KennisSeptember 17, 20210Comments

CleanTech Energy Stocks Renewable Energy Stocks Uncategorized

ASX Green Energy stocks … Power up your portfolio!

ASX Green Energy Stocks Climate change has finally caught hold across the globe, leading to a worldwide movement to reduce carbon emissions. The goal of the movement is to limit global warming and reduce emissions to pre-20th century industrial levels. Leading this charge are the EU nations. These countries, among others, are working to reduce emissions…

ByMarc KennisSeptember 16, 20210Comments

Technology Uncategorized

Your guide to investable Australian semiconductor stocks

Ignore the opportunities in the ASX-listed semiconductor space "at your peril," according to Marc Kennis from Stocks Down Under.Marc has been analysing the sector since the 1990's and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano's (WBT) recent breakthrough and Brainchip's (BRN) commercial…

ByMarc KennisSeptember 14, 20210Comments

Resources Uncategorized

Why are rare earth stocks worth a look at? Because rare earths are the vitamins of the 21st century

Rare Earth Stocks are in focus with Western countries wanting to lower their dependence on China when it comes to rare earths supply. China dominates the rare earths spaceIf you want to read a non-fiction book that is scarier than Stephen King’s work, check out The Rare Metals War: The Dark Side of Clean Energy and Digital…

ByMarc KennisSeptember 1, 20210Comments

Technology Uncategorized

Reports of AfterPay’s demise have been grossly exaggerated

Apple is a scary entrant Some of the ASX-listed Buy Now Pay Later (BNPL) stocks took a beating last week, with AfterPay (ASX: APT) dropping about 14% and Zip Co (ASX: Z1P) dropping around 16%. The key reason for the broad sell-off was tech giant Apple (NASDAQ: AAPL) announcing that it will be introducing its…

ByMarc KennisJuly 18, 20210Comments