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ASX 200 morning report – KGN, AMP & ORI shares in focus

The S&P/ASX 200 (ASX: XJO) is set to open higher on Monday according to the latest ASX futures. Here’s what ASX investors need to know as we begin a brand new month.

ASX 200 suffers worst fall in 5 months, Afterpay share price smashed

The ASX 200 fell 2.4% on Friday, the worst daily fall in five months. This took the weekly performance to a 1.8% fall, but the index managed to deliver a 1% return for the month of February.

On Friday it was all about tech, or anything that has benefitted from record-low interest rates. The IT sector fell 5.3% on Friday alone, with Afterpay Ltd (ASX: APT) down 11.0% for the session.

Over the week, the mining sector remained the highlight, adding 1.7% and energy 1.6%, with the economic recovery play clearly in favour.

AMP Ltd (ASX: AMP) was a rare highlight, jumping 7.5% after announcing a deal to sell 60% of AMP Capital to Ares Capital for $1.35 billion. It seems a strange deal for a company facing pressure in most of its other business lines, hence why the AMP share price remains stuck around $1.50.

Orica Ltd (ASX: ORI) was the biggest underperformer, dropping 18.1% after flagging a potential $100 million hit to revenue and confirming CEO Alberto Calderon had stepped down.

This marks the second ‘mining services’ provider after Worley Ltd (ASX: WOR) struggling to deliver despite a booming commodity sector. Long seen as a low risk way to access the commodity cycle, this is clearly no longer the case with mining activity falling between $70 and $80 million.

Featured video: Investing in hypergrowth technologies ft. Dr Anirban Mahanti

Kogan hits 3 million users, Nuix share price tanks

Kogan.com Ltd (ASX: KGN) closed out ASX reporting season with another strong result, announcing a record dividend, up 113% to 16 cents per share. The company saw sales increase 97% and revenue up 89% to $414 million after what the CEO confirmed was a record Black Friday sale. Importantly, profit increased 164% to $23.6 million, meaning the company’s scale may finally be delivering for investors.

Meanwhile, IPO darling Nuix Ltd (ASX: NXL) moved back towards its IPO price, falling 32.4% on Friday after reporting a 3.9% fall in sales.

Tech stocks under pressure, Airbnb beats expectations

US markets had a mixed finish to the week, with the Nasdaq recovering 0.6% but the Dow Jones continuing to sink, down 1.5% behind a weaker energy sector.

The pain was real over the week as trades switched from ‘safe’ tech stocks back into more cyclical opportunities, with the Nasdaq down 5% over the five days and the S&P 500 half that, down 2.4%.

Despite the difficult finish to the week, all three benchmarks finished February higher, led by the more ‘value’ oriented Dow Jones, up 3.2%, S&P 500 2.6% and the Nasdaq just 0.9%.

Airbnb (NASDAQ: ABNB) offered a rare highlight, jumping 13% after announcing a 22% fall in revenue to US$859 million, which was well ahead of expectations.

My 3 investor takeaways from the week

Over to you…central banks

I have been flagging the threat of higher bond rates throughout 2020 and in fact for many years, potentially somewhat early.

But markets are clearly now paying attention, with the US sell-off ultimately driven by valuation concerns after the 10-year US government bond yield hit 1.5% and showed few signs of slowing down.

In the 14 years since the Global Financial Crisis, every sell-off or bout of volatility has been countered by another round of monetary support; the big question is what reserves can central banks call on now?

Four is the new six

It has never been more important to be selective in portfolios, with clear signs of overvaluation within major indices.

The story of reporting season sounds the same as years past, but is likely very different: dividends. It has been a reporting season of record dividends, but not from the traditional sources.

Instead, it has been mid-cap, faster-growing, e-commerce and digitally-enabled companies delivering the dividend surprises, rather than the banks.

After many years of expecting 6% plus dividends from ‘blue chip’ Australian shares, it is clear the future is far lower, with 4% the new 6% and investors required to truly understand each company they own.

Equities are never defensive

The concept of ‘defensive’ companies has been an increasingly common statement by the many fund managers we have met in recent months, which in my view would suggest some complacency is creeping in.

The very nature of sharemarkets is that they are and will always be volatile, with valuations able to be excessive and to remain so for an extended period of time.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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Disclosure: At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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