12
Stoxx 600 gains 0.1% ASX set to open higher wise-owl.com Powered by

Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

Stoxx 600 gains 0.1%

ASX set to open higher

wise-owl.comPowered by

Page 2: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

U.S. stocks joined a global rally, sending the Standard & Poor’s 500

Index to its highest close this year, as investors reassessed stimulus

measures in Europe and warmed to the steps taken to boost growth.

The S&P 500 rose 1.6 percent to 2,022.19 at 4 p.m. in New York,

capping a fourth straight week of gains, the most since November. The

index gained 1.1 percent over the week.

Equities rallied Friday after a late-day rebound on Thursday erased a

selloff in the wake of expanded measures announced by the European

Central Bank, along with comments by President Mario Draghi that

suggested further cuts to interest rates were not likely.

The Stoxx Europe 600 Index climbed 2.6 percent to a six-week high,

boosted by gains in financial firms and automakers.

The index ended up 0.1 percent, posting its longest streak of weekly

gains in almost a year. The gauge has rebounded 13 percent from

February’s low, led by gains in commodity producers and banks.

US Stocks Record Highest Close in 2016

YESTERDAY IN THE INTERNATIONAL MARKETS Global Ticker Daily Change

S&P500 +1.64%

Dow Jones +1.28%

NASDAQ +1.85%

STOXX 600 +2.62%

FTSE100 +1.71%

DAX30 +3.51%

Crude Oil +1.74%

Gold -1.05%

Page 3: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

The local share market posted its second weekly gain as the

benchmark index ASX 200 gained 1.5% in five days. The index was

last quoted at 5166 points on Friday.

Last week investors digested economic data from the US, China,

Europe, and New Zealand. The US non-manufacturing PMI

(Purchasers Manufacturing Index) declined to 53.4% from 53.5% in

January.

Chinese trade surplus contracted to US$32.6 billion from US$63.3

billion in January. However, the country’s CPI (Consumer Price Index)

grew 2.3% year-on-year in February, compared to 1.8% rise in

January. The Reserve Bank of New Zealand slashed its interest rates

by 25 bps to a record low of 2.25%.

The ECB announced an array of stimulus measures as the Bank cut its

main benchmark rate from 0.05% to zero, lowered the deposit rates

from -0.3% to -0.4% and boosted its monthly bond purchases from $60

billion Euros to 80 billion Euros. It also added corporate bonds to the

existing basket of assets it can purchase and announced long-term

loans at zero or negative interest of up to four years to further support

the regional banks.

ASX Up 1.5% for the Week

THE ASX YESTERDAY IN REVIEW AUS Ticker Change

ASX200 +0.32%

ALLORDS +0.27%

CBA +0.37%

BHP -0.73%

WBC +0.28%

NAB +0.51%

WOW -1.37%

CGF +1.56%

IAG +0.18%

Page 4: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

DAILY PRICE ACTIVITY AUSTRALIA

ASX200 price action last week

Page 5: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

UPCOMING DIVIDENDS

Courtesy of http://www.morningstar.com.au/Stocks/UpcomingDividends

Tasty dividends & distributions

DATE CODE COMPANY ANNOUNCEMENTASX CODE COMPANY NAME EX DIVIDEND PAY DATE AMOUNT FRANKING %

NABPC -- 14 Mar 2016 23 Mar 2016 102.39 100.00

ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00

ALU Altium 15 Mar 2016 06 Apr 2016 10.00 0.00

ANZPE -- 15 Mar 2016 24 Mar 2016 192.50 100.00

ANZPF -- 15 Mar 2016 24 Mar 2016 204.71 100.00

APD APN Property 15 Mar 2016 12 Apr 2016 1.25 100.00

BWF Blackwall Property Funds 15 Mar 2016 06 Apr 2016 1.70 100.00

BWR Blackwall Property Trust 15 Mar 2016 06 Apr 2016 6.00 0.00

CIM CIMIC Group 15 Mar 2016 08 Apr 2016 50.00 100.00

DWS DWS 15 Mar 2016 04 Apr 2016 4.75 100.00

EPX Ethane Pipeline 15 Mar 2016 15 Apr 2016 3.25 77.09

MBLPA -- 15 Mar 2016 24 Mar 2016 236.88 40.00

Page 6: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

WHATS HOT?

DATE CODE COMPANY ANNOUNCEMENT

WHATS NOT?

TNK.asx - steaming hot ADO.asx - cooling down

Shares of Think Childcare Limited reached an

all-time high and closed at $1.2 on Friday. The

company released a robust half-yearly result as

its NPAT for CY15 exceeded the prospectus

forecast by 11.1% to $4.8 million. The company

also announced a 33% franked dividend of 7.2

cents per share, payable on 31 March 2016.

Shares of Anteo Diagnostics have been

travelling in a downtrend since August 2015.

The company was delisted from the All

Ordinaries index on Friday. Anteo recently

announced its financial results for the 1H16

period with its net profit down 36% compared to

pcp. However, revenue rose 16% during the

period.

Page 7: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

ECONOMIC NEWS

What to look out for:

DATE CODE COMPANY ANNOUNCEMENT

No economic news for

Australia

European industrial

production data due at

9:00 PM (AEDT)

Page 8: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

NEWSWORTHY

This caught our attention..

DATE CODE COMPANY ANNOUNCEMENTACCC Approves for Coles to Acquire Five

Supabarn Supermarkets

Owner of the supermarket giant Coles, Wesfarmers (ASX:WES)

announced that The Australian Competition and Consumer

Commission (ACCC) has approved for its restructured proposal to

acquire five Supabarn supermarkets in the NSW and ACT regions.

Supabarn is a privately owned supermarket operator with nine

stores operating in the ACT and NSW and two development sites.

Apart from Coles and Woolworths, Supabarn is the only operator

providing ‘full-line’ supermarkets that include a liquor section in the

ACT region.

Coles had originally proposed to acquire all nine supermarkets

from Supabrarn. The competition watchdog had raised concerns

over the proposal in September 2015, stating that the acquisition

would most likely not result in a ‘healthy competitive’ environment.

Read the full story here: https://www.wise-owl.com/news/accc-

approves-for-coles-to-acquire-five-supabarn-supermarkets

Page 9: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

LATEST UPDATE FROM WISE-OWL

Mint Payments Ltd (MNW)

CODE COMPANY ANNOUNCEMENTGrowth Portfolio: Mint Payments Ltd (MNW) -

Spec Buy

ASX:MNW

Mint Payments Limited (“Mint”, the Company”), is an Australian

technology company focused on payment solutions, transaction

processing and ecommerce. Mint’s payment technology allows

enterprises to accept credit card and debit card payments on most

devices. The Company has offices and operations in Australia,

Singapore and New Zealand. Founded in 2007, Mint listed on the

Australian Securities Exchange (“ASX”) in 2009.

Mint is recording strong user growth on its platform and total

transaction values have increased 243% year-on-year largely

driven by its major customers Bank of New Zealand and MYOB.

Revenue has increased at an average rate of 140% over the past

three years.

SPEC BUY | Last Price: $0.085 | Target: $0.20 | Stop: $0.05 |

Outlook: 12m+

Click Here for the Full Report

Page 10: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

OUR VIEWS AT A GLANCE

Find below a summary of Wise-owl’s current market views

CODE COMPANY ANNOUNCEMENT

The ASX 200 remains in a medium-term downtrend

We continue to focus on small-mid cap stocks

We remain cautious on the resource sector

Bullish view for European equities

There are individual opportunities on the ASX 200

We favour the risk/reward ratio for gold miners

Page 11: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

A WISE-OWL PUBLICATION

Presented by Simon Herrmann

DATE CODE COMPANY ANNOUNCEMENT

Wise-owl.com

Discovering the Bluechips of Tomorrow

www.wise-owl.com

Wise owl specializes in identifying emerging companies and financial market trends

very early in their life cycle. The significant capital growth that often follows has earned

wise owl a formidable reputation for discovering ‘the bluechips of tomorrow’. Investors,

executives, and institutions harness this expertise through wise owl’s research, and

capital market services.

Phone: 1300 306 308

Phone (Int.): +61 2 8031 9700

Fax: 1300 304 306

Post: Suite 4.02 Level 4,139 Macquarie St, Sydney, 2000

Email: [email protected]

Follow us on Twitter | Like us on Facebook | Linkedin

Add me on Linkedin: https://au.linkedin.com/in/herrmannsimon

Page 12: Stoxx 600 gains 0.1% ASX set to open higher › pdf › view › portfolio-stocks... · 3/14/2016  · ADH Adairs 15 Mar 2016 06 Apr 2016 5.00 100.00 ALU Altium 15 Mar 2016 06 Apr

LICENSE & DISCLAIMER

DATE CODE COMPANY ANNOUNCEMENTDISCLAIMER

This report was produced by wise-owl.com Pty Ltd (ACN 097 446 369), which is an Australian financial services licensee (Licence no. 246670). Wise-

owl may have an investment banking or other commercial relationship with the issuer of any security or financial product in which you have an interest

by acting in various roles including as underwriter, dealer, holder of principal positions, banker, broker, lender, adviser or researcher. Wise-owl may

receive fees, commissions or other remuneration from such activities. Wise-owl.com Pty Ltd has made every effort to ensure that the information and

material contained in this report is accurate and correct and has been obtained from reliable sources. However, no representation is made about the

accuracy or completeness of the information and material and it should not be relied upon as a substitute for the exercise of independent judgment.

Except to the extent required by law, wise-owl.com Pty Ltd does not accept any liability, including negligence, for any loss or damage arising from the

use of, or reliance on, the material contained in this report. This report is for information purposes only and is not intended as an offer or solicitation

with respect to the sale or purchase of any securities. The securities recommended by wise-owl.com carry no guarantee with respect to return of

capital or the market value of those securities. There are general risks associated with any investment in securities. Investors should be aware that

these risks might result in loss of income and capital invested. Neither wise-owl.com nor any of its associates guarantees the repayment of capital.

WARNING: This report is intended to provide general financial product advice only. It has been prepared without having regard ed to or taking into

account any particular investor’s objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice,

in light of their own objectives, financial situation and/or needs, before acting on the advice. Where applicable, investors should obtain a copy of and

consider the product disclosure statement for that product (if any) before making any decision.

DISCLOSURE: Wise-owl.com Pty Ltd and/or its directors, associates, employees or representatives may not effect a transaction upon its or their own

account in the investments referred to in this report or any related investment until the expiry of 24 hours after the report has been published.

Additionally, wise-owl.com Pty Ltd may have, within the previous twelve months, provided advice or financial services to the companies mentioned in

this report.