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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:

Gold Stocks Mining Stocks

There’s Gold in Them Hills: Why Some ASX Gold Miners May Still Be Undervalued

Why Some ASX Gold Miners May Still Be Undervalued "Gold is money. Everything else is credit."- J.P. Morgan Gold has been on a rampage for some years now, especially in recent months, pushing through all-time highs as investors seek safety from inflation, geopolitical uncertainty, and weakening currencies. Yet while bullion shines, the response from Australian gold…

ByMarc KennisJune 9, 20250Comments

General Life Sciences Real Estate Tech Stocks Technology

The equity markets in 2025 may rebound hard, according to this scenario

There's hope for equity markets in 2025 When the market is crashing as hard as it has been doing in the last few trading sessions, not many investors want to look too far out or think about upside scenarios in the medium term. And that is probably the case this time around as well with…

ByMarc KennisApril 8, 20250Comments

Uncategorized

Weebit Nano (ASX:WBT) has a great start to 2025 and signs its biggest license deal yet

Weebit Nano (ASX:WBT) On 2 January 2025, Weebit Nano (ASX:WBT) announced the third license deal for its ReRAM technology, in this case with American chip manufacturer ON Semi (NASDAQ:ON). ON Semi is a so-called Integrated Device Manufacturer (IDM), which means it designs and manufactures its chips in-house. By contrast, fabless chip companies, such as Apple…

ByMarc KennisJanuary 2, 20250Comments

Uncategorized

The Bear Market in Small Caps may finally be over after 30 months!

It's been a rough few years for Small and Mid Cap Stocks! The Bear Market in Small Caps is now 30 months old. Ever since Central Banks around the world started raising interest rates in early 2022, large parts of the global equity markets have struggled, Small and Mid Cap stocks in particular. However, Large…

ByMarc KennisOctober 10, 20240Comments

Uncategorized

The case for Australian interest rates to come down faster than people are expecting

Australian interest rates influenced by US inflation trend On 13 June, US consumer prices (CPI) came in lower than expected for the month of May. The market was expecting 3.4% inflation in May, where the actual number came in at 3.3%. It might not seem like a big difference, but we believe it is significant…

ByMarc KennisJune 13, 20240Comments

Healthcare Stocks

Dimerix (ASX:DXB) just closed a 2nd licensing deal

Dimerix (ASX:DXB) did it again ASX-listed kidney disease drug developer Dimerix (ASX: DXB) is well positioned to bring its DMX-200 drug to market for Focal Segmental Glomerulosclerosis (FSGS). The drug is in a Phase 3 trial, which has shown solid interim results. The company secured its inaugural license deal in October 2023 with Advanz Pharma,…

ByMarc KennisMay 30, 20240Comments

Uncategorized

5 ASX Health stocks to add to your porfolio

5 ASX Health Stocks Stuart Roberts from Stocks Down Under discussed the potential promise of biotech, sharing his perspectives about the industry's future amidst changing interest rates. He compares the current market situation to 1994 when the introduction of interest rate tightenings led to bear markets for many pre-revenue stocks. However, despite ongoing mildly bearish…

ByMarc KennisApril 26, 20240Comments

Uncategorized

Should you buy Rio Tinto shares? Here’s why investors should tread with caution

Should you buy Rio Tinto shares? This is one of the most asked questions by investors, given how prominent a company it is. It is only behind CBA (ASX:CBA) and BHP (ASX:BHP), sitting at a market capitalisation of ~$160bn as of mid-March 2024.The first few months of 2024 have been tough for Rio Tinto (ASX:RIO).…

ByMarc KennisMarch 20, 20240Comments

Uncategorized

Keep ASX gold stocks in your portfolio, we see a massive M&A boom ahead!

ASX gold stocks should be in focus right now! Our own Stuart Roberts identifies the ongoing merit of investing in gold, seeing it as an effective insurance policy against global instability. Stuart suggests setting aside about 10% of your assets in ASX gold stocks. However, he recognises a generational shift towards investments in Bitcoin and…

ByMarc KennisMarch 15, 20240Comments

Gold Stocks Uncategorized

Where will gold prices go after surpassing US$2,000/oz? And which ASX gold stock looks good right now?

Where will gold prices go? It is a question investors are asking all the time, but particularly in recent years given that global geopolitical instability and macroeconomic turbulence are its two best mates. But where to now from here? Will investors buying gold end up buying high and selling low, or will they still reap…

ByMarc KennisMarch 13, 20240Comments