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The week in review: Who made news today; what’s next for the market; what have the banks taught us?

Published 26/05/2023, 03:00 pm
© Reuters.  The week in review: Who made news today; what’s next for the market; what have the banks taught us?
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The ASX has lifted higher today.

The S&P/ASX200 had gained 10.30 points or 0.14% to 7,148.50 at the time of writing after setting a new 20-day low. The index has lost 1.80% for the last five days but has gained 1.56% over the last year to date.

The top performing stocks in this index are Incitec Pivot Ltd (ASX:IPL) and Brainchip Holdings Ltd up 3.74% and 3.70% respectively.

Looking at the sectors this week, the best performing sectors include Information Technology up more than 3% followed by Energy up over 1% and Healthcare, which is just in the red. The worst performing sectors were Materials losing over 4%, followed by Consumer Discretionary down over 3%, and Financials down around 1%.

The best performing stocks in the ASX top 100 include Block up over 6% followed by Altium up over 4% and Wisetech Global up over 3%. The worst performing stocks include Treasury Wine Estates down over 11% followed by Mineral Resources down over 8% and Fortescue (ASX:FMG) Metals down over 7%.

What's next for the Australian stock market?

Wealth Within founder and analyst Dale Gillham looks ahead to what Aussie investors can expect from the market.

Once again, we have validation as to why we need to wait for confirmation of a move before investing given that the All Ordinaries Index has fallen away this week. As of writing, the index is down around 2% for the week and has fallen below the low of 7,336 points from three weeks ago.

Obviously, the events in the US are affecting the Australian market with all the noise about the US debt ceiling being talked about like it’s a financial armageddon. While I understand the ramifications if the US defaults on its debt, the chances of that happening are very low.

If you remember, we experienced this exact same scenario last year with the same rhetoric, yet the outcome was positive. Remember, the Australian stock market bottomed in June 2022 before rising 18% into February this year. I’m of the opinion that the big end of town is taking advantage of the current situation to manipulate the market.

This week, we also saw the tech sector rise strongly in the US after Nvidia posted good results causing it to rise over 20%. Unfortunately, many Australians have also jumped into our tech sector this week believing there are opportunities to be gained, but sadly this thinking is flawed, as many will discover.

So, where is the Australian market heading? Right now, we need to be cautious and expect further falls in the short term, as it is possible the market could fall below 7,000 points soon. That said, anything is possible, as we have seen, but I still believe the second half of 2023 will be bullish. So again, be patient, don’t react emotionally to news and get prepared for the bull market when it does return.

Five at five

Poseidon Nickel advances towards Black Swan restart with expansion on the cards

Poseidon Nickel Ltd (ASX:POS, OTC:PSDNF) has made significant strides towards the restart of its Black Swan smelter-grade concentrate project, situated 50 kilometres northeast of Kalgoorlie in Western Australia.

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Noxopharm welcomes preliminary data on Veyonda drug trial

Noxopharm Ltd (ASX:NOX, OTC:NOXOF) has welcomed preliminary data for its oncology drug candidate Veyonda®, currently in trial in combination with Bristol Myers Squibb’s immune checkpoint inhibitor (ICI) Opdivo® (nivolumab) for the treatment of cancer.

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TechGen Metals trading at deep discount vs peers: Lodge Partners

Lodge Partners has compared TechGen Metals Ltd (ASX:TG1) to 14 other gold companies who all have pre-JORC gold assets in Australia and has concluded that the company is currently trading at least 350% below the average EV of $14-$20 million.

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Aruma Resources' latest RC drilling results expand gold footprint at Salmon Gums Project

Aruma Resources Ltd (ASX:AAJ) has fielded promising results from the Salmon Gums Gold Project in Western Australia's Eastern Goldfields. The company believes the high-grade gold exploration project is showing signs of becoming an emerging new gold camp.

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A manganese opportunity with the best of both worlds: Accelerate Resources

With lithium and gold upside to boot, this West Aussie explorer is dedicated to farming up critical minerals on home soil, creating a reliable and sustainable supply chain that will satiate manganese demand in the decades to come.

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On your six

What can investors learn from the banks?

The financial industry has taught us to rely on ever-increasing levels of debt over the last 40 years to fatten our pockets, but as Dale Gillham writes, is it time to turn the tables on the banks?

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The one to watch

Genetic Technologies embraces global vision for genomic-integrated healthcare

Genetic Technologies Limited (ASX:GTG, NASDAQ:GENE, OTC:GNTLF) CEO Simon Morriss is back with Proactive’s Elisha Newell to outline the company’s latest endeavours in the predictive genetics space. Lauded as a pioneer in clinical genetics tech, GTG is working on early-stage tools that help clinicians and patients proactively manage their health.

Watch

Read more on Proactive Investors AU

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