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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, 2024

Here are the 4 best ASX stocks for May 2024

Here are the 4 best ASX stocks for May 2024! Each month, we look at the best ASX stocks of the month. We like to look at companies with upcoming catalysts, be it good results (as forecasted by consensus estimates), or other expected news such as clinical trial results. We have found a handful of…

ByNick SundichMay 1, 2024

New thinking helps 2025 ASX IPO candidate Transition Resources make new discoveries in Cloncurry

Humble beginnings The resources industry in Australia attracts people with a diverse array of backgrounds, and David Wilson, Managing Director of Transition Resources, is no exception. With an early aptitude for oil painting and despite finding his first ounce of gold as a 12-year-old panning with a rubbish bin lid just 20 kilometres from the…

ByStuart RobertsApril 29, 2024

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, 2024

Here are 5 ASX resources juniors with projects in unusual locations

ASX resources juniors live and die by many things, but project location is one of them. The majority have projects in Australia, the Americas (North and South) as well as Africa. But then there's a minority of companies with projects elsewhere, and we'd like to recap some of them with projects in unusual locations. We would…

ByNick SundichApril 26, 2024

What are nominee shareholders? Have they got anything secret to hide from the rest of the market?

Let's take a look at who nominee shareholders are. Have you ever seen a substantial shareholder notice lodged with your stock, seeing the heading 'Becoming a substantial holder from JP Morgan/HSBC/Morgan Stanley/CBA' and thinking that actual bank has bought into your stock? Is this really the case? Yes and no. What are nominee shareholders? Nominee shareholders…

ByNick SundichApril 26, 2024

Here’s why the RBA is worried about the ASX. Should you be too?

The RBA is worried about the ASX. It all but confirmed that in its latest bulletin, released last week. The bank regularly provides its insights into the Australian economy and financial system in this publication. Much of the focus was on the impact of its tightening in monetary policy (in other words, the rapid increase…

ByNick SundichApril 24, 2024

Buying Netflix shares from Australia? A golden growth opportunity

Buying Netflix shares from Australia may seem like a no brainer. It has recorded exponential growth since its famous pivot from DVD rental to streaming, now boasting over 250 million memberships around the world and a content library other streaming platforms can only dream of. Yes, there were concerns about it losing revenue due to…

ByNick SundichApril 23, 2024

It is ASX quarterlies season! Here’s what investors need to know

It is ASX quarterlies season in the dying days of January, April, July and October, and we are just upon that season again. Here's a guide to investors as to what they are and what they should be looking for. What are ASX quarterlies? ASX quarterlies refer to the quarterly financial reports that companies listed on…

ByNick SundichApril 23, 2024

5 stocks that issued or upgraded their FY24 guidance in recent weeks!

We're nearly at that time of year when companies upgrade or downgrade their FY24 guidance. It is called 'confession season'. Why now? Because it is close to the end of the financial year, but also right before one of the most major equities conferences in Australia, run by Macquarie in early May. A downgrade to guidance…

ByNick SundichApril 22, 2024