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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 31 March

Bell Direct
March 31, 2021

Morning Bell 30 March

Bell Direct
March 30, 2021

Morning Bell 29 March

Bell Direct
March 29, 2021

Weekly Wrap 26 March

Bell Direct
March 26, 2021

Morning Bell 26 March

Bell Direct
March 26, 2021

Morning Bell 25 March

Bell Direct
March 25, 2021

Morning Bell 24 March

Bell Direct
March 24, 2021

Morning Bell 23 March

Bell Direct
March 23, 2021

Morning Bell 22 March

Bell Direct
March 22, 2021

Weekly Wrap 19 March

Bell Direct
March 19, 2021

Morning Bell 19 March

Bell Direct
March 19, 2021

Morning Bell 18 March

Bell Direct
March 18, 2021