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Marc Kennis

Marc is the co-founder of Stocks Down Under and has 25+ years experience analyzing companies in a range of sectors, including Food & Beverage, Industrials, Technology, Medical Equipment, Telecom and Media. Prior to moving to Australia in 2014, he worked for a number of brokers and banks in The Netherlands, including ING and Rabobank. In 2018, Marc co-founded Pitt Street Research,

170 articles published

Resources Uncategorized

Copper – the world needs more of it

30 November 2020 Times have been good the last eight months or so if you’re a copper producer. Back in late March, during the Corona Crash, copper got down to nearly US$2 a pound on Comex, one of the main futures markets for copper. Since then, the re-rating has been steady and as at late November…

ByMarc KennisNovember 30, 20200Comments

Mining Stocks Oil and Gas Stocks Resources Uncategorized

Oil is making a comeback

27 November 2020 Not long ago we joked that Hollywood movie producers wanted to do a remake of the 1987 film Less than Zero, with the US oil benchmark West Texas Intermediate (WTI) replacing the Robert Downey Jr. character from the original film. What we were referring to was that historic day on Monday 20 April…

ByMarc KennisNovember 27, 20200Comments

Technology Uncategorized

Weebit Nano: Firing on all cylinders

27 November 2020 Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many of them have developed technologies that we believe have great commercial potential and, importantly, most of them are still not well-understood by the Australian investment public. As a consequence, many of these stocks are still mispriced,…

ByMarc KennisNovember 27, 20200Comments

Life Sciences Uncategorized

Pfizer delivers the goods on a COVID-19 vaccine

10 November 2020 One of the reasons investors can be optimistic about 2021 is the speed with which the first of the Covid-19 vaccines delivered Phase 3 data. On Monday 9 November the American pharmaceutical major Pfizer (NYSE: PFE) announced the results of an interim analysis showing that the BNT162b2 vaccine was more than 90% effective…

ByMarc KennisNovember 10, 20200Comments

Large Caps Uncategorized

Bank of Queensland: On the road to recovery

27 October 2020 Since our four-star rating back in March, a lot has gone right for the Bank of Queensland (ASX: BOQ). Back then we felt the company had taken too much of a beating when it seemed things were starting to turn around and the FY20 results proved us right. While statutory profit declined 61%…

ByMarc KennisOctober 27, 20200Comments

Technology Uncategorized

AfterPay’s brave new world

25 October 2020 Last week, AfterPay’s (ASX: APT) share reached our price target as it shot through the $100 barrier. The company announced a deal with WestPac (ASX: WBC) that outlined the collaboration between the two companies. Starting in the second quarter of 2021, AfterPay will be launching new financial products for its customers, including savings…

ByMarc KennisOctober 25, 20200Comments

Large Caps Uncategorized

The New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing

17 October 2020 On 16 October 2020, around 350 passengers across three commercial flights from New Zealand touched down in Sydney. Only in 2020 would this be considered significant as these passengers did not have to go through any quarantine period. However, before investors cry havoc and release the bulls of the market on Qantas Airways…

ByMarc KennisOctober 17, 20200Comments

Resources Uncategorized

President Jinping, BHP, Aurizon and the transformation of the world energy market.

12 October 2020 On Tuesday, 22 September 2020, President Xi Jinping of China made a significant, and slightly surprising announcement to the world at the pulpit of the United Nations General Assembly. While the speech itself was predicted, it was scheduled among other major world leader speeches, after all, the surprising bit was President…

ByMarc KennisOctober 12, 20200Comments

Education Uncategorized

Investing during the Corona crisis

24 March 2020 We don’t have to tell you that for most people right now the world seems to be facing an economic and financial crisis of Biblical proportions – as Australia is not proving immune to the Corona crisis. A little over a month ago, on 20 February 2020, Australia’s ASX200 Index was at an…

ByMarc KennisMarch 24, 20200Comments

Education Tech Stocks Uncategorized

Market trouble spots to avoid in 2020

15 January 2020 Everyone likes a good bull market, and in Australia you could say that for over a decade now we’ve been largely in bull-market mode. Following on from the Global Financial Crisis that took the S&P/ASX200 down a disastrous 54% between November 2007 and March 2009, the subsequent recovery has been interrupted by only…

ByMarc KennisJanuary 15, 20200Comments

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Marc Kennis

Copper – the world needs more of it

Oil is making a comeback

Weebit Nano: Firing on all cylinders

Pfizer delivers the goods on a COVID-19 vaccine

Bank of Queensland: On the road to recovery

AfterPay’s brave new world

The New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing

President Jinping, BHP, Aurizon and the transformation of the world energy market.

Investing during the Corona crisis

Market trouble spots to avoid in 2020

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Marc Kennis

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