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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:

Property Uncategorized

REIT my lips…bumpy ride ahead!

A bumpy ride for office REIT’sAccording to the Property Council of Australia, as of 30 March 2021 office occupancy rates are still far from their pre-COVID-19 average of approximately 90%. Melbourne’s CDB occupancy rate is at 35%, Sydney’s at 50%, Brisbane’s at 63%, Canberra’s at 65% and Perth’s occupancy rate is at 71%. Despite Australia’s…

ByMarc KennisJune 21, 20210Comments

Technology Uncategorized

How to play the Cyber Insecurity trend

How to play the Cyber Insecurity trend Cyber-attacks these days are as common as lockdowns in Victoria. Despite warnings, many people don’t believe they need to protect their computers, saying “who would want to target me.” Well, a lot of people actually. We are here to burst your bubble.For example, the hijacking of a person’s…

ByMarc KennisJune 5, 20210Comments

4 recruitment companies set to benefit from closed borders

Market news Uncategorized

4 ASX-listed recruitment companies that are benefitting from the closed borders!

1 June 2021Where are all the workers? Enter the recruitment companiesAustralia has a massive shortage of workers. According to the AFR article on 6 April 2021, the number of jobs advertised in Australia has hit a 12-year high, 23% higher than before COVID-19. This follows closely with the Australian Bureau of Statistics, who recorded job…

ByMarc KennisJune 1, 20210Comments

CleanTech Uncategorized

Beyond the fad…CleanTech investing is mainstream

Environmental investing is a trend that is here to stayAs many in the investing community know, 2020 was truly the year of sustainable investing as its economic and social thesis became centre stage. To give one major example, 2020 was the year the International Energy Agency found that solar power can now generate electricity at…

ByMarc KennisMay 21, 20210Comments

CleanTech Uncategorized

3 ASX-listed Clean Energy stocks for 2021

10 February 2021 The new boss in the US has a clear-cut agendaOn 20 January 2021, US president Biden took over former president Trump’s duties, responsibility and power of the office. One of the new President’s first acts was to re-enter the Paris climate accord as a symbolic gesture of how important climate change is to…

ByMarc KennisFebruary 10, 20210Comments

Defence Stocks Market news Uncategorized

2021: The year of living dangerously

19 January 2021 The year 2020 saw the world not only smashed in the face by COVID-19, but we arguably came the closest to World War III since the Cuban Missile Crisis. The truth is 2020 saw the Doomsday Clock move to 100 seconds to midnight, the closest it has ever been since its founding in…

ByMarc KennisJanuary 19, 20210Comments

Market news Uncategorized

Travel stocks: Beware the vaccination hype

11 January 2021 The difficulty of getting people the jabTwo of the world’s harder hit developed countries, the United States and the United Kingdom, also had some of the world’s more ambitions vaccine timetables. While the United States has deployed multiple vaccines currently being disseminated across the country, the government’s timetable is already proving to have…

ByMarc KennisJanuary 11, 20210Comments

Education Uncategorized

The Top-5 books on investing you should read to boost your returns in 2021

1 January 2021 Some months ago the team at Stocks Down Under were looking for a Staff Writer for our publication. It’s not the easiest of jobs. To be a good writer on ASX-listed companies you’ve got to have a strong general knowledge when it comes to industry and finance, solid research skills and the ability…

ByMarc KennisJanuary 1, 20210Comments

Technology Uncategorized

Hey Siri, bring the car around

31 December 2020 At the end of December 2020, Tesla’s (NASDAQ: TSLA) market capitalisation was around US$620bn, the equivalent of Volkswagen, Toyota, Nissan, Hyundai, General Motors, Ford, Honda, Fiat Chrysler and Peugeot combined! The reason for this valuation is simple, investors believe Tesla will not just dominate the future of both the electric car market and…

ByMarc KennisDecember 31, 20200Comments

News Resources Uncategorized

Great opportunities for ASX-listed companies in Mongolia

30 December 2020 Back in August 2019 the people behind Stocks Down Under – Marc Kennis and Stuart Roberts – were asked an interesting question. In our regular online show Friday Beers with Marc and Stuart on 16 August 2019 we had been poking fun at Argentina, which had just indicated that it was making a…

ByMarc KennisDecember 30, 20200Comments