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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 19 February

Bell Direct
February 19, 2021

Morning Bell 18 February

Bell Direct
February 18, 2021

Morning Bell 17 February

Bell Direct
February 17, 2021

Morning Bell 16 February

Bell Direct
February 16, 2021

Morning Bell 15 February

Bell Direct
February 15, 2021

Weekly Wrap 12 February

Jessica Amir
February 12, 2021

Morning Bell 12 February

Bell Direct
February 12, 2021

Morning Bell 11 February

Bell Direct
February 11, 2021

Morning Bell 10 February

Bell Direct
February 10, 2021

Morning Bell 9 February

Bell Direct
February 9, 2021

Morning Bell 8 February

Bell Direct
February 8, 2021

Weekly Wrap 5 February

Jessica Amir
February 5, 2021