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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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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

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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

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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

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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

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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

Airlines

Should I buy Qantas shares in 2024?

In this article, we'll look to answer the question: Should I buy Qantas shares? Qantas (ASX:QAN) has recorded significant windfall from the post-COVID travel recovery and demand remains strong. However, it has not gone through the period unscathed, with reputational issues resulting in Alan Joyce departing after 15 years. Investors have the promise of profitable non-stop…

ByMarc KennisMarch 6, 20240Comments

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Want to invest in ASX coal stocks in 2024? Here’s what you need to know

Investing in ASX coal stocks in 2024 is not at all vogue or woke, but could it be moneymaking? Not if you believe coal is on the way out in the medium term, but it could still be money-making in the short-term, and perhaps even beyond. Look at how earlier this month, the Queensland Government granted…

ByMarc KennisFebruary 28, 20240Comments

AI Stocks

The NVIDIA share price in 2024 may have much further to run!

The NVIDIA share price in 2024 ... what's in store? NVIDIA reported stunning quarterly numbers on 22 February 2024 with revenues beating analysts forecasts by a wide margin. Additionally, the outlook for the current quarter was better than expected as well! The share price jumped by 10% in after hours trading on Wall Street almost…

ByMarc KennisFebruary 22, 20240Comments