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Morning Bell 19 November

Bell Direct
November 19, 2019

Cold start ahead of RBA minutes, ASX200 -0.8% off all time high. Chinese concerns on tariffs not being removed see Wall Street end only marginally higher. Qantas says stable earnings to continue, APAC passenger growth +4.8% p.a. for 20 yrs, Suncorp reiterated as a Bell Potter BUY, better than expected SMART profit. Eyes on ALQ’s and TechnologyOne’s results. AGMs: Kogan, Mirvac, Sonic Healthcare, Saracen, Wisetech, REA. Iron Ore +3% this week. Gold +0.2% overnight. AUD steady 68.11 US.

From the helm: Bega Cheese

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