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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 22 February

Paulina Peters
February 22, 2022

Morning Bell 21 February

Sophia Mavridis
February 21, 2022

Weekly Wrap 18 February

Sophia Mavridis
February 18, 2022

Morning Bell 17 February

Paulina Peters
February 17, 2022

Morning Bell 16 February

Sophia Mavridis
February 16, 2022

Morning Bell 15 February

Paulina Peters
February 15, 2022

Morning Bell 14 February

Sophia Mavridis
February 14, 2022

Weekly Wrap 11 February

Sophia Mavridis
February 11, 2022

Morning Bell 10 February

Paulina Peters
February 10, 2022

Morning Bell 9 February

Sophia Mavridis
February 9, 2022

Morning Bell 8 February

Paulina Peters
February 8, 2022

Morning Bell 7 February

Sophia Mavridis
February 7, 2022