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ASX 200 morning report – CSL, MTS & PDL shares in focus

The ASX 200 (ASX: XJO) is set to take a backwards step when the market opens on Wednesday. Here’s what ASX investors need to know.

ASX 200 follows global markets higher, Pendal CEO exits

The S&P/ASX 200 finished another 0.8% higher on Tuesday, with every sector but energy and materials delivering positive results for the day.

CSL Limited (ASX: CSL) continues to catch up to the market after a slow start to 2021, adding 2.3%. The company has been impacted by both a weaker USD and the threat of higher bond rates reducing the value of its compounding earnings.

The healthcare sector finished 2.4% higher as markets moved out of commodities in signs that the iron ore price is now being impacted by Chinese pollution controls.

The news of the day was the exit of the CEO of fund manager Pendal Group Ltd (ASX: PDL), previously part of BT, with Emilio Gonzalez stepping down after 11 years at the helm of the value-oriented manager. The Pendal share price rallied 2.7% on news that Nicholas Good would be replacing him.

The RBA has remained active this week, with the release of their latest board minutes confirming little concern about inflation even as the economic recovery heats up, noting “this was considered unlikely for as long as substantial spare capacity remained in labour markets and wages growth remained subdued”. With JobKeeper set to end next week, they may well be right.

The property sector was a beneficiary of the comments, with Charter Hall Group (ASX: CHC) up 5.5% and Vicinity Centres (ASX: VCX) 1.5%.

Featured video: Mental models with Peter Phan, Castlereagh Equity

Metcash sales surge, Aussies leveraging up

According to The Australian Financial Review, data for the December quarter released by the banking regulator APRA has shown that the number of property buyers with significant debts has doubled in less than two years. The release suggests that the number of borrowers with a debt-to-income ratio of more than six times has risen from 11,397 in 2019 to 21,551 in December, no doubt triggered by record-low interest rates.

Timing is everything in business, and it couldn’t have been better for Metcash Limited (ASX: MTS) and its IGA network, with supermarket sales increasing 14.4% in the first four months of the group’s financial year. According to the update, food sales were 4.1% higher or 14.1% when its 7-11 convenience store contract was excluded. The group is seeing huge growth in its hardware division, with sales up 31.6% over the same period and liquor remaining resilient, up 19.6%.

As flagged by Coles Group Ltd (ASX: COL) management earlier this year, comparable sales figures will begin to weaken in the second half of 2021 as lockdown buying peaked. The Metcash share price fell 4.0% despite the decision to increase the dividend payout ratio from 60% to 70%.

US markets weaken, Volkswagen taking on Tesla

The S&P 500 has broken a run of seven successive days of gains, falling 0.2% as the energy and industrial sectors fell. The Dow Jones also fell from a record high, down 0.4%, with the Nasdaq the only positive adding 0.1%.

The Chinese regulator continued to ramp up pressure, this time looking to force Alibaba (NYSE: BABA) to sell off or separate its media assets, which include the South China Morning Herald. The sprawling empires of these tech giants are increasingly in focus, whereas the US alternative, like Amazon (NASDAQ: AMZN) whose Chairman owns the Washington Post, remains untouched.

Carmaker Volkswagen (GR: VOW) has delivered a remarkable rally, jumping 6.7% in European trade after announcing plans to take on Tesla (NASDAQ: TSLA). The group intends to standardise technology across its brands and will build six battery factories in Europe alone.

US economic data releases were weaker, with both industrial production and retail sales falling 2.2% and 3%, respectively, in February after harsh weather spread across the country. But with stimulus cheques being received this week, and all but guaranteed central bank support, the economic recovery remains on track.

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, Drew owns shares in CSL and Alibaba.

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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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