The week that was – October 11-16, 2021 – ShareCafe

At ShareCafe, we understand that you are busy and you may not have had enough time to keep up with the great content that we have brought you throughout the week. To make it easier for you, it’s in one convenient place. Just click on the title and you will be taken straight to the story.

Monday, October 11, 2021

Z Energy Board joins Ampol’s offer

Ampol has finally gotten the go-ahead from the board of directors of New Zealand-based Z Energy and is moving forward with its $ 2 billion bid to buy New Zealand’s largest gasoline and diesel retailer .

Freedom Day!

In his weekly Bites column, BetaShares’ David Bassanese gives us an overview of what’s happening in the markets, both local and global.

Tuesday, October 12, 2021

Primps and Preens APIs for contenders

API is making sure its two putative bidders understand how well they are performing right now with a surprise earnings upgrade ahead of the release of its full year results later this month.

Glitter, Glitter, Naughty Star

Investors punished Star Entertainment Group in particular yesterday, but did not miss other casino groups after media reported suspected misconduct in the past two days.

Hydrogen is suddenly greener for Queensland

There is already a lot of interest in green hydrogen in Western Australia and now Queensland wants to participate in the act, with two new proposed projects announced in as many days in the Sunshine State.

Mother Nature rains on China’s coal parade

Heavy rains and flooding forced more mines to close in China’s largest coal-producing region over the weekend, pushing prices up to a record high and hampering Beijing’s efforts to increase energy supplies for the ‘winter.

Plenti delivers 140% annual growth and increased profitability

ASX-listed Fintech Plenti Group today released its Q2FY22 quarterly report, which shows strong growth despite COVID-induced lockdowns during the period.

Wednesday, October 13, 2021

China under assault from all sides by Perfect Storm

China faces a looming crisis as fears over power shortages turn into renewed speculation over the fate of stricken real estate developer Evergrande and others.

Newcrest to expand copper operations

Copper moved center stage for Australia’s largest gold miner, Newcrest Mining, as the company revealed its future direction and plans for four major projects on Tuesday.

Redemption on the cards for Westpac after Big Hit?

So, will Westpac follow its Big Four peers on the buyout path in its annual results on November 1, after revealing a $ 1.3 billion impact on profits from write-downs and other accounting metrics? ?

NAB survey shows confidence is rebounding quickly

Despite persistent lockdowns across much of the country, business confidence rebounded sharply in September to sit well above its long-term average, after falling into negative territory in previous months.

The recent example of investor loss aversion

Behavioral economists have uncovered four behaviors, biases or theories that explain the withdrawal of Western investors from Chinese stocks over the past month despite the index’s strong returns.

Higher returns: September peak or sustained trend?

The recent sharp drop in government bond yields is testing the patience of central banks and bond markets are responding to hawkish messages, as Janus Henderson’s Andrew Mulliner explains.

Shortage of crisps bites into the apple

Apple shares plunged into after-hours trading following reports that the company would be forced to cut the current iPhone production and sales forecast by up to 10 million units due to the continuing shortage of computer chips.

What is natural capital? (video)

Schroders explains the concept that helps them understand the essential value of the earth’s resources.

Thursday, October 14, 2021

Immutep fights cancer

Following his previous report on the company, Corporate Connect analyst Marc Sinatra today released an updated analysis of ASX-listed biotech Immutep Ltd (ASX: IMM), valuing IMM at $ 2.20 Australians per share.

China battles for fossil fuels as crisis deepens

Power outages, rationing and power shortages in China in 20 or more provinces have sparked a mad scramble for fossil fuels as coal imports surge and LNG imports hit their highest level in 9 month.

Some relief for China as trade surplus widens

Export growth unexpectedly increased more than expected and import growth slowed more than expected in September, leaving China with another massive trade surplus.

Iron ore hit hard as Beijing cuts steel production again

Bad news for iron ore exporters, the Chinese government has cut steel production to reduce smog in the region and ensure the goal of reducing the country’s steel production is met.

Commercial information: BUB, PGH, GCY

Good news and bad news from the pandemic for two mid-caps yesterday and stocks of both went in very different directions as a gold buyback attempt becomes rambling.

BoQ leads banks down despite strong results

Despite a strong result and a higher dividend, Bank of Queensland shares led the banking sector lower as investors sold on a warning of pressure on profit and interest margins in the year to to come.

Five hydrogen stocks to know

As the world moves away from fossil fuels, hydrogen is receiving a lot of attention from investors and governments. But what are hydrogen companies and what do they do?

The peak in the peaks

Waiting for a pullback to deploy liquidity can be tricky as no one can time the market. While some may be fortunate enough to do so occasionally, few can consistently outperform with this strategy.

The climate transition supply chains are based on a series of weak links

Whether you’ve been warned by a friend to buy your Christmas presents in August or are waiting for the new iPhone 13, you’ll know that global supply chains are facing serious disruption.

Reopening for companies

As economies open up and central banks prepare to reduce political support, diversification across asset classes and strategies will be key to navigating potentially more volatile markets in the future.

Copper border up all time territory

Global copper prices rose sharply on Wednesday after China’s trade data in September showed an increase in metal imports in the month – the first increase in five months.

Friday, October 15, 2021

AAAaustralia Regaaains Top Credit Raaating

Despite all the opponents in 2020, after 17 months Australia regained a AAA credit rating with a stable outlook from all three major rating groups – S&P Global, Moody’s and Fitch.

Jobs data continues to be misguided

Once again, the pandemic, closures and one-time government payments to unemployed people have caused the monthly workforce report to give an inaccurate picture of what is happening to jobs.

The RBA recognizes the risk of climate change

RBA Deputy Governor Guy Debelle told a finance conference yesterday that climate change was a “major risk” to the system, with far-reaching impacts on Australia, including households and businesses.

South32 makes a huge move to Chile

South32 has followed Sandfire Resources and Newcrest in committing to a copper-centric future with an A $ 2.8 billion plunge into the Chilean copper industry where it will join its former parent company, BHP.

Whitehaven White-Hot thanks to the coal boom

Whitehaven Coal told the market on Thursday that it expects to be debt-free within six months as a global energy crisis is pushing its thermal coal prices to record highs above US $ 250 per tonne.

Citi overcomes loss at Australian exit

Citigroup says its September quarter result would have been much better had it not been for the pre-tax loss suffered on the divestiture of its Australian consumer business to National Australia Bank.

ASIC takes a run at IAG / NRMA

Insurance Australia Group is facing legal action from the business regulator ASIC for failing to honor rebate promises made to nearly 600,000 customers of its NRMA insurance.

Don’t be afraid of taper

As vaccination rates increase around the world, global economies appear to be stabilizing. Economic output is hovering around pre-pandemic levels, and signs of inflation and wage pressure have become a 2021 theme.

The rotation of the great value

The “value swap” continues to do well, as inflation concerns, whether transitory or real, point to rate hikes and declining quantitative easing. Arian Neiron from VanEck explains why.

T. Rowe Price Sep 2021 Global Equity Recap (Video)

Sam Ruiz, of T. Rowe Price, provides his thoughts on the development of global equity markets in all sectors and around the world over the past month, and the reaction of his company’s Global Fund.

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