This is a mobile optimized page that loads fast, if you want to load the real page, click this text.

ASX 200 Discussion

Jump to new
But indeed it was a rotation, not a global market fall.
I have 5 portfolios on the ASX
Only one in the red, down 0.3% mostly due to a btc ETF
A good day overall here
 
Today

 

Attachments

  • Screenshot_20250728_180500_Chrome.jpg
    224.6 KB · Views: 3
Crikey!----- I got 4 out of the Top 10 today--

Unfortunately they were all in The LOSERS column

BOE
DYL
MIN
PDN

Talk about Rotten Luck!
 
Best and worst stocks for the WEEK
Beach Petroleum (BPT) getting my buying interest again.

 
Today
Pretty darn good day.
IEL top winner following on from yesterday (not held)
IDP Education (IEL) +11.7% was the best performer today as the government confirmed a revised international student enrolment cap, allowing an additional 25,000 international students, bringing the total to 295,000 for the next year. We quite like the risk/reward here in IEL.
(Market Matters)
TPG was just an ASX blunder where it was confused with TPG Capital.

 
Today

I see the weekly close of Iluka as significant (held)

July net outflows for GQG. Market Matters says its attributable to one major client oulking its funds and MM took a position.
"GQG Partners (GQG) -14.6% posted $US1.4 billion in fund outflows during July. We took a position in the stock in both our Active Growth and Active Income portfolios."

 
Today
Lithium?!
Market Matters:
"Major Chinese battery producer CATL was forced to halt operations at their Xianxiawo lithium mine which accounts for ~3% of global lithium supply. The mine will be shut for at least 3 months triggering concerns of undersupply in lithium and sparking a move in spodumene prices and stocks alike."

 
Only 2 out of the Top 10 for Me Today thanks Capt Ace-----Talk about Rotten Luck!
#1--PLS
#3 -MIN
 
Today:
Not often you see SGH in the losers column, and right at the bottom too.

Market Matters
"SGH –8.5% delivered a strong FY25 result today with earnings up 13% y/y however, guidance for FY26 underwhelmed, an issue for a stock that is well loved (and owned)."

 
Crikey! I am on the WRONG side of the Ledger! --OUCH!
#3 BOE - 3. 52 %
#4 DYL - 3.82 %
This is Embarrassing!

 
Today:
Iluka still creeping up (held)
Surprising appearances in the losers column lately, yesterday it was SGH, today CBA.
Bottom of the heap today was AGL about which Market Matters had this to say:

​

AGL Energy (AGL) $8.88​

AGL -13.11%: disappointed as FY25 annual profit and FY26 guidance fell short of expectations, prompting a steep dividend cut. The stock slid as much as 14% to a new 52-week low, marking its sharpest one-day fall since October 2007.
  • Revenue grew 6.0% to $14.39 billion from $13.58 billion.
  • Underlying profit $640mn, -21% YoY, missing expectations by ~5%.
  • Underlying Ebitda $2.01bn, -9.3% YoY.
  • Underlying EPS $0.951 versus $1.027 YoY.
  • Final dividend was cut almost 30% to 25c versus 35c YoY.
Looking ahead, AGL is banking on renewables to revive its fortunes, but its FY26 forecast came in about 11% below expectations. Overall, the result was underwhelming, prompting us to reassess our position in the MM Active Income Portfolio.

The Match Out: CBA sells off, drags ASX down with it - Market Matters

The Match Out: CBA sells off, drags ASX down with it Market Matters - ASX buy recommendations
marketmatters.com.au
 
Today:

Top of the pops:
Origin Energy (ORG) +6.33% hit a 52-week high after reporting a 26% rise in annual net profit at their FY25 result, driven by the LNG business offsetting weaker retail energy earnings.
Westpac (WBC) +6.31% jumped after posting a 14% lift in third-quarter net profit to $1.9b, marking its best single-day gain since 2020.
Pro Medicus (PME) +6.24% rose after a 40% lift in annual net profit to $115.2 million, in line with expectations, supported by new US contracts and the launch of their Visage 7 product line.

The Match Out: WBC quarterly fuels Bank rally as ASX hits fresh intra-day high - Market Matters

The Match Out: WBC quarterly fuels Bank rally as ASX hits fresh intra-day high Market Matters - ASX buy recommendations
marketmatters.com.au

 
You must log in or register to reply here.

Similar threads

B
Adjustments to the S&P ASX Indicies
Replies
2
Views
275
Dona Ferentes
4 reasons why the ASX 200 will struggle in September
Replies
8
Views
356
DannyB0000
A300 - Global X Australia 300 ETF
Replies
1
Views
458
Dona Ferentes
ALFA - VanEck Australian Long Short Complex ETF
2
Replies
33
Views
4K
peter2
DFND - VanEck Global Defence ETF
Replies
4
Views
245
finicky
Menu
Log in
Register
Cookies are required to use this site. You must accept them to continue using the site. Learn more...