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FIVE at FIVE AU: ASX trims losses as Fortescue takes a hammering

Published 30/07/2024, 04:04 pm
© Reuters.  FIVE at FIVE AU: ASX trims losses as Fortescue takes a hammering
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While the ASX has trimmed early losses, it will finish the day in the red.

The S&P/ASX200 dropped 39.40 points or 0.49% to 7,950.20. The index has lost 0.26% for the last five days, but sits 1.65% below its 52-week high.

Bottom-performing stocks in this index are Fortescue Ltd (ASX:FMG) and Arcadium Lithium Plc, down 9.88% and 5.87% respectively.

Looking at the sectors, Consumer Discretionary was in the green today gaining 0.15%. Consumer Staples gained 0.11%.

The worst-performed sector was Materials down 1.93%. Energy which lost 0.71%.

Over in small caps, the S&P/ASX Small Ordinaries dropped 0.63% to 3,002.90. Over the past five days, it is 1.07% lower.

Fortescue shares plunge

Fortescue took a hammering today as major institutional investors exit the stock, with a major $1.85 billion block trade occurring at $18.55 per share. The company lost $5 billion in market capitalisation. Over the past six months, the stock has decreased by 37%.

The Financial Review indicated that fund managers were searching for buyers in the range of $18.55 to $19.10 per share, reflecting an 8.8% to 6.1% discount compared to Monday's closing price.

Fortescue is currently grappling with various issues, including lower-than-expected guidance, increased capital expenditures and potential pressure on its dividend policy due to weaker earnings forecasts.

Analysts are pessimistic about the stock, expecting its valuation premium over BHP (ASX:BHP) and Rio Tinto (ASX:RIO) to diminish. They also highlight ongoing execution risks and concerns over low-grade iron ore.

Impact of US earnings season

Saira Malik, chief investment officer of Nuveen, has shared her perspectives on the impact of the US earnings season on markets and portfolio strategies for investors seeking solid fundamentals and exposure to major themes and trends.

Malik highlights the ongoing volatility in the US political and economic landscape, which may steady slightly as Vice President Kamala Harris has secured the Democratic presidential nomination and is now selecting potential running mates.

The second quarter earnings results have been mixed, with Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOGL) underperforming, signalling that the benefits of artificial intelligence (AI) may already be factored into technology stocks. Additionally, there is ongoing debate over whether the recent shift from momentum and growth stocks to small caps will continue.

In terms of portfolio considerations, Malik suggests that publicly listed global infrastructure is a valuable asset class, particularly given the potential for increased market volatility in the second half of 2024. Infrastructure offers solid fundamentals and an opportunity to engage with significant themes such as the growth of generative AI and the trend towards onshoring and nearshoring manufacturing operations.

Investing in data centres and electric power-generating developers is crucial to support the growing demand for generative AI, requiring significant investment in new power-generating capacities globally, especially favouring renewable technologies.

Electric distribution utilities are expected to benefit from an expanding customer base, spreading fixed costs over more users, which allows for further investment and reduced costs for end-users. Utilities also trade at a considerable discount to the S&P 500 Index, offering additional investment opportunities.

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