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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.

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US Markets Overnight: Micron crashes the trillion-dollar club while the Mag 7 watches from the cheap seats

US Markets Overnight welcomed company #8 to the Mag 7 Some sessions belong to the giants. This one belonged to the memory guys. While you were asleep, the US session of Tuesday 26 May 2026 served up one of the stranger set-ups of the year: the Nasdaq and the S&P 500 both punched out fresh…

ByMarc KennisMay 27, 20260Comments

Industrials Small Caps Stocks

Service Stream (ASX:SSM) buys RIE Group in A$6.5m energy transition bolt-on

Service Stream (ASX:SSM) will acquire Queensland-based RIE Group for up to A$8m, adding high-voltage industrial services capability tied to the energy transition.

ByMarc KennisMay 25, 20260Comments

Copper Stocks Resources Small Caps Stocks

Raptor Metals (ASX:RAP) hits 25m at 2.06% CuEq at Chester

Raptor Metals (ASX:RAP) drilling at Chester returned 25m at 2.06% CuEq with zinc, lead and silver credits historical drilling never captured.

ByMarc KennisMay 25, 20260Comments

Healthcare Stocks Small Caps Stocks Tech Stocks

IMEXHS (ASX:IME) lands A$384k Zacatecas tender and the public sector playbook starts working

IMEXHS (ASX:IME) wins a Zacatecas public tender for 20 hospitals, adding A$384k ARR and a showcase site for its agentic radiology AI stack.

ByMarc KennisMay 25, 20260Comments

Uncategorized

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 KennisMay 23, 20260Comments

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 KennisMay 22, 20260Comments

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 KennisMay 22, 20260Comments

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 KennisMay 22, 20260Comments

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 KennisMay 21, 20260Comments

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 KennisMay 21, 20260Comments