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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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Australian uranium stocks: Here is why they are set for growth and our 4 favourites

Investors should seriously look into Australian uranium stocks. And we're not just talking all ASX stocks involved in yellowcake, we're talking about those with projects in Australia. The uranium pricing upswing is good news for all stocks... Uranium is a unique commodity with an eclectic range of applications and it seems marketplaces across the globe are…

ByMarc KennisFebruary 21, 20240Comments

Agriculture Stocks Consumer

Can A2 Milk (ASX:A2M) go to $6?

A2 Milk: The Comeback Kid Stuart Roberts from Stocks Down Under presents an interesting view on A2 Milk (ASX:A2M), stating it as a potential stock comeback after a downfall that followed the China trade wars. Despite the reducing birth rates in China, he suggests A2 is still a preferred premium brand from the infant to…

ByMarc KennisJanuary 12, 20240Comments

Mining Stocks Rare Earths Stocks Resources

ASX Rare Earth stocks: Why You Might Want to Invest in This Booming Market in 2024

ASX Rare Earth Stocks: An Investment Opportunity? ASX rare earth stocks are a hot topic among investors. But what are rare earths, why should you consider investing in ASX rare earth stocks and what are the risks? What Are Rare Earths? Rare Earths are metallic elements found in the Earth’s crust. They have unique chemical properties…

ByMarc KennisJanuary 10, 20240Comments

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The long-expected China Crisis may finally be here

The China Crisis we knew was coming Our own Stuart Roberts explains on AusBiz how a China Crisis will impact various ASX-listed stocks. Which to buy and which to sell! Stuart Roberts on the looming China Crisis What are the Best stocks to invest in right now? Check our buy/sell stock tips [sg_popup id="23914" event="click"][/sg_popup]

ByMarc KennisAugust 25, 20230Comments

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The 3 best ASX travel stocks according to Stocks Down Under

The trend of "revenge travel" isn't slowing down, despite predictions of a downturn. Quite the contrary, travel now forms a significant portion of household budgets, showing up prominently in company share prices and market performance. Our own Stuart Roberts says travel expenditures continue to constitute a crucial part of household budgets. He emphasizes the ongoing…

ByMarc KennisAugust 11, 20230Comments

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ASX Life Sciences stocks: Here are 2 of the best!

ASX Life Sciences stocks discussed by Stuart Roberts as interest rates peak What are the Best ASX Stocks to invest in right now? Check our buy/sell tips on the top Stocks in ASX [sg_popup id="23914" event="click"][/sg_popup] When looking at ASX Life Sciences stocks, Stuart points out Neuren Pharmaceuticals (ASX:NEU), saying the company received FDA approval in March…

ByMarc KennisJuly 28, 20230Comments

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Happy birthday to us! Stocks Down Under Concierge just turned 1

Stocks Down Under Concierge is one year old and the performance is amazing On May 17 2022, we launched Stocks Down Under Concierge, our ASX stock picking service. The idea was to provide a service for retail investors that would help them pick the right stocks at the right time. And equally important, tell them…

ByMarc KennisMay 18, 20230Comments

Technology

China is in a chip equipment jam that will hurt for a long time

Certain chip equipment is off limits to China Our own Marc Kennis spoke on Ausbiz about the jam China is finding itself in now that supply of advanced and even less advanced Western chip equipment has been blocked. What impact will that have and how might the global chip sector develop in the next 5…

ByMarc KennisMarch 17, 20230Comments

Technology

Could the collapse of Silicon Valley Bank be a blessing in disguise for Tech stocks in 2023?

No one likes a banking crisis, but the demise of Silicon Valley Bank (SVB) has led to a major shift in the interest rate outlook, almost overnight and this could be good news for tech stocks. Instead of another few Fed rate hikes in the next little while, many economists are now expecting that the…

ByMarc KennisMarch 15, 20230Comments

Financials Uncategorized

Judo Bank shares (ASX:JDO) represent shares in a company that has a black belt in SME relationship banking

Why consider Judo Bank shares? On AusBiz, our own Stuart Roberts zoned in on Judo Bank shares. Stuart says the big banks are basically sclerotic in terms of their innovation and thinks Judo Capital Holdings (ASX: JDO) proved that it could grow just by offering old fashioned relationship banking, with a brand new 21st century…

ByMarc KennisMarch 3, 20230Comments