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Weekly Wrap 1 March

Bell Direct
March 1, 2024

As we approach the close of the February 2024 reporting season, 346 companies have shared their results, offering a mixed bag of beats, meets, and misses. While investor sentiment has been volatile, with share prices reacting dramatically to both positive and negative news, brokers have been more cautious, issuing slightly more downgrades than upgrades. So, what were the key themes that emerged during the first half that will shape the second half of the year?

In this week’s wrap, Grady covers:

  • (0:53): why Harvey Norman is rallying despite slowdown
  • (1:56): which retailers are winning as consumer spending eases
  • (2:18): mixed results for Ramsay Healthcare & ResMed
  • (3:50): how commodity prices are keeping miners on edge
  • (4:33): key themes that will continue into second half of FY24
  • (6:28): the most traded stocks & ETFs by Bell Direct clients
  • (7:02): economic data to watch next week.

Read the transcript here

Morning Bell 18 January

Bell Direct
January 18, 2024

Morning Bell 17 January

Bell Direct
January 17, 2024

Morning Bell 16 January

Bell Direct
January 16, 2024

Morning Bell 15 January

Sophia Mavridis
January 15, 2024

Weekly Wrap 15 December

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December 15, 2023

Morning Bell 14 December

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December 14, 2023

Morning Bell 13 December

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December 13, 2023

Morning Bell 12 December

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December 12, 2023

Morning Bell 11 December

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December 11, 2023

Weekly Wrap 8 December

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December 8, 2023

Morning Bell 8 December

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December 8, 2023

Morning Bell 7 December

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December 7, 2023