Tomorrow's trading on the ASX?

[eskys]

Industry ETFs​

Fri 13 Oct 23, 8:37am (AEDT)

Description	Last	Chg %
Commodities
Lithium & Battery Tech	53.92	+0.60%
Strategic Metals	63.93	-0.16%
Silver	19.96	-1.09%
Uranium	25.21	-1.83%
Gold Miners	27.74	-2.05%
Copper Miners	34.86	-2.43%
Steel	63.149	-2.53%
Industrials
Agriculture	21.61	+0.93%
Aerospace & Defense	108.81	-1.23%
Global Jets	16.23	-2.29%
Construction	49.39	-3.84%
Healthcare
Biotechnology	121.14	-2.01%
Cannabis	5.86	-3.46%

Description	Last	Chg %
Cryptocurrency
Bitcoin	13.58	-0.22%
Renewables
CleanTech	10.44	-2.43%
Solar	49	-2.78%
Hydrogen	6.85	-2.84%
Technology
Semiconductor	490.03	+0.26%
Video Games/eSports	52.545	-0.77%
Robotics & AI	24.53	-0.93%
Electric Vehicles	23.25	-1.23%
Cybersecurity	24.21	-1.55%
FinTech	20	-1.72%
E-commerce	17.82	-1.93%
Cloud Computing	18.68	-1.99%
Sports Betting/Gaming	15.36	-2.61%

 

[eskys]

Key Events​

ASX corporate actions occurring today:

• Trading ex-div: Harvey Norman (HVN) – $0.12
• Dividends paid: Cash Converters (CCV) – $0.01, XRF Scientific (XRF) – $0.03, Hub24 (HUB) – $0.23, Seven Group (SVW) – $0.23, Fonterra (FSF) – $0.31, BSP Financial (BFL) – $0.15
• Listing: None

Economic calendar (AEDT):

• 12:30 pm: China Inflation Rate
• 2:00 pm: China Balance of Trade
• 1:00 am: US Michigan Consumer Sentiment

 

[eskys]

Industry ETFs​

Tue 17 Oct 23, 8:41am (AEDT)

Description	Last	Chg %
Commodities
Copper Miners	35.4	+1.84%
Steel	63.43	+1.24%
Lithium & Battery Tech	53.08	+0.26%
Gold Miners	29	+0.17%
Strategic Metals	63.25	+0.14%
Silver	20.68	-0.48%
Uranium	24.87	-1.70%
Industrials
Global Jets	16.15	+1.57%
Construction	49.56	+0.71%
Aerospace & Defense	109.33	+0.62%
Agriculture	21.73	+0.09%
Healthcare
Cannabis	6.06	+2.45%
Biotechnology	122.3	+0.55%

Description	Last	Chg %
Cryptocurrency
Bitcoin	14.52	+6.61%
Renewables
Hydrogen	6.98	+3.10%
Solar	48.97	+1.32%
CleanTech	10.33	+1.08%
Technology
Cloud Computing	18.83	+2.23%
Cybersecurity	24.58	+2.20%
Sports Betting/Gaming	15.28	+1.79%
FinTech	20	+1.78%
Electric Vehicles	23.17	+1.76%
E-commerce	17.78	+1.66%
Semiconductor	483.44	+1.42%
Robotics & AI	24.5	+0.86%
Video Games/eSports	52.08	+0.65%

 

[eskys]

Key Events​

ASX corporate actions occurring today:

• Trading ex-div: Horizon Oil (HZN) – $0.02, WAM Capital (WAM) – $0.077, WAM Leaders (WLE) – $0.045
• Dividends paid: Ambertech (AMO) – $0.01, SKS Technologies (SKS) – $0.002, Qube Holdings (QUB) – $0.04, Bluescope Steel (BSL) – $0.25, Garda Property (GDF) – $0.01
• Listing: None

Economic calendar (AEDT):

• 11:30 am: RBA Meeting minutes
• 5:00 pm: UK Unemployment
• 8:00 pm: Germany ZEW Economic Sentiment Index
• 11:30 pm: Canada Inflation Rate
• 11:30 pm: US Retail Sales

 

[eskys]

Industry ETFs​

Wed 18 Oct 23, 8:32am (AEDT)

Description	Last	Chg %
Commodities
Uranium	25.38	+2.05%
Gold Miners	29.53	+1.83%
Silver	20.92	+1.16%
Lithium & Battery Tech	53.45	+0.70%
Steel	63.87	+0.69%
Strategic Metals	63.34	+0.14%
Copper Miners	35.39	-0.03%
Industrials
Agriculture	21.86	+0.60%
Construction	49.8	+0.48%
Global Jets	16.2	+0.31%
Aerospace & Defense	109.66	+0.30%
Healthcare
Biotechnology	122.14	-0.13%
Cannabis	5.97	-1.49%

Description	Last	Chg %
Cryptocurrency
Bitcoin	14.54	+0.14%
Renewables
CleanTech	10.48	+1.45%
Solar	49.68	+1.45%
Hydrogen	7.03	+0.72%
Technology
FinTech	20.2	+1.00%
Sports Betting/Gaming	15.37	+0.59%
Cloud Computing	18.94	+0.58%
Cybersecurity	24.71	+0.53%
E-commerce	17.85	+0.39%
Robotics & AI	24.48	-0.08%
Electric Vehicles	23.11	-0.26%
Video Games/eSports	51.78	-0.58%
Semiconductor	479.91	-0.73%

 

[eskys]

Key Events​

ASX corporate actions occurring today:

• Trading ex-div: Newcrest Mining (NCM) – $1.74, K&S Corp (KSC) – $0.08
• Dividends paid: Nick Scali (NCK) – $0.35, Super Retail Group (SUL) – $0.44, Sims (SGM) – $0.21
• Listing: CGN Resources (CGR) at 12:00 pm

Economic calendar (AEDT):

• 1:00 pm: China Q3 GDP
• 1:00 pm: China Industrial Production, Retail Sales and Fixed Asset Investment
• 1:00 pm: China Unemployment Rate
• 5:00 pm: UK Inflation
• 11:30 pm: US Building Permits

 

[Dona Ferentes]

ATACMS in Ukraine, hospital hit in Gaza, Scholz on tarmac, summits failing to happen ..... going to be a big day

 

[eskys]

That's sad, Dona....big day for the market? Now that's really sad to think that way when they're being bombed left, right and center.....and a hospital, of all things. Hope this fiasco doesn't get worse and travel around the globe. Hope citizens don't start a war of their own on home soil

 

[Dona Ferentes]

That's sad, Dona....big day for the market? Now that's really sad to think that way when they're being bombed left, right and center.....and a hospital, of all things. Hope this fiasco doesn't get worse and travel around the globe. Hope citizens don't start a war of their own on home soil

a big news day. Sad and bad .. Sorry if i gave the wrong impression.

 

[eskys]

No, no, no need to be sorry. After all, we are in the market, so it's natural for us to think that way, myself included....so may I ask, which sector do you think is going to move? I know this sounds bad, can't help myself....

PS, it crossed my mind you may not be thinking what I was thinking, Dona

 

[Dona Ferentes]

No, no, no need to be sorry. After all, we are in the market, so it's natural for us to think that way, myself included....so may I ask, which sector do you think is going to move? I know this sounds bad, can't help myself....

hard one to answer, Often, the beginning of conflict turns out to be best time to buy. But we have such flux in the geopolitical landscape, and moved from globalisation to power rivalries , its scary. And panic may not be far away.

PS, it crossed my mind you may not be thinking what I was thinking, Dona

that's a given ..lol

 

[eskys]

hard one to answer, Often, the beginning of conflict turns out to be best time to buy. But we have such flux in the geopolitical landscape, and moved from globalisation to power rivalries , its scary. And panic may not be far away.

that's a given ..lol

Agree there, get in early at the start of conflict....appears late to be chasing now.

What surprised me is this: so much uncertainty, but the consumer sector hasn't moved up. If anything, it's stagnant. Investors can't be too worried about the war, inflation etc. Appears to me they aren't worried about food, grains....so the market can't be that bad, or the fear factor, I concluded. Am I wrong?

 

[Dona Ferentes]

Agree there, get in early at the start of conflict....appears late to be chasing now.

What surprised me is this: so much uncertainty, but the consumer sector hasn't moved up. If anything, it's stagnant. Investors can't be too worried about the war, inflation etc. Appears to me they aren't worried about food, grains....so the market can't be that bad, or the fear factor, I concluded. Am I wrong?

what's the expression; sleepwalking to disaster?

we assume the systems are robust, and by definition we don't know what/ when the black swans will be, but the uncertainty is clearly there. So keep an eye on things, Risk Off but not yet to the bunker.

 

[eskys]

Hmm, yes, things could be rosier, but maybe we'll keep sleepwalking until next year or next. Meanwhile, I'm trying to 'waterproof' my humble abode at the same time singing about the sun shining.

 

[Dona Ferentes]

Hmm, yes, things could be rosier, but maybe we'll keep sleepwalking until next year or next. Meanwhile, I'm trying to 'waterproof' my humble abode at the same time singing about the sun shining.

this is all true. I'm contemplating selling my place and moving, have a few family in / out of hospital , so the focus is often elsewhere.

I think I'm sufficiently "sandbagged" to withstand crap, and am grateful for many things. Enjoy the day

 

[eskys]

this is all true. I'm contemplating selling my place and moving, have a few family in / out of hospital , so the focus is often elsewhere.

I think I'm sufficiently "sandbagged" to withstand crap, and am grateful for many things. Enjoy the day

Sorry to hear that some of your family members aren't well, Dona. All the best, hope things turn out well for all of you. Enjoy your day under the circumstances. I'll log out and do some serious work......good luck everyone.

 

[divs4ever]

what's the expression; sleepwalking to disaster?

i was thinking ' climbing a wall of worry '

but yes your expression might be appropriate as well

maybe they are not willing to 'buy the rumor ' this time

i note some LICs are holding cash at comparatively high levels for that team/fund

 

[dyna]

some LICs are holding cash

If my LIC ever goes to cash , I'll dump 'em right away.
5% cash at the moment. I can live with that.
They charge nearly 100 basis points so, work for it . Money managers ? Well , manage !
I can do "cash" myself. Doing it right now, in fact. It's easy.
And it's dumb.

 

[divs4ever]

If my LIC ever goes to cash , I'll dump 'em right away.
5% cash at the moment. I can live with that.
They charge nearly 100 basis points so, work for it . Money managers ? Well , manage !
I can do "cash" myself. Doing it right now, in fact. It's easy.
And it's dumb.

that depends on the LIC style , some are very opportunistic ( and relatively skilled traders in the short medium term )

and some have selected companies that have been recently taken-over and are struggling for sensible places to invest it

i also boldly assume 'cash ' is a euphemism for money put into short-term money market devices

i hold a range of LICs from ( boring old ) BKI , to ( aggressive and opportunistic ) CDM , , and each does what it does well when the market plays their game ( and i tend to buy those LICs when the market is raining bricks at them )

BTW i try to buy LICs that are good at things i can't do ( profitably ) like short-sell , trade/invest in international shares ( and IPOs )

i do not mind the high fees if they are racking up the returns ( most of the time ) not just beating obscure 'performance hurdles '

 

[eskys]

CommSec

@CommSec
·
2h

Chinese fixed asset investment grew 3.1% in the first nine months of 2023 from the same period a year earlier, against expectations for a 3.2% rise. It grew 3.2% in the January-August period. Property investment was down 9.1% for the period. #ausecon #auspol
@CommSec
Quote








CommSec

@commsec
·
2h
Chinese retail sales, a gauge of consumption, rose 5.5% in September, accelerating from a 4.6% increase in August. Analysts had expected retail sales to expand 4.9%. #ausecon #auspol @commsec twitter.com/CommSec/status