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ASX 200 morning report – BET, TAH & ING shares in focus

The S&P/ASX 200 (ASX: XJO) hit another record high on Friday, finishing the day 1.2% higher taking the weekly gain to 2.1%.

The records fell as the ASX banking and materials sectors combined to deliver gains. Commonwealth Bank of Australia (ASX: CBA) gained 1.6% on Friday and both BHP Group Ltd (ASX: BHP) and Rio Tinto Limited (ASX: RIO) jumped over 2% despite continued weakness in the iron ore price.

Over the week it was the retail sector (+3.2%) and communications (+3.6%) the major increases. Link Administration Holdings Ltd (ASX: LNK) was a highlight, jumping 5% after receiving an opportunistic offer from private equity group KKR.

BetMakers makes big play for Tabcorp’s wagering business

The corporate activity continued with Tabcorp Holdings Limited (ASX: TAH) receiving a $4 billion offer for its wagering and media business.

The offer comes from smaller technology player BetMakers Technology Group Ltd (ASX: BET), which fell 16.3% on the news of its planned merger.

The offer includes just $1 billion in cash with Tabcorp shareholders to own 65% of the combined entity.

Inghams shocks analysts

Chicken producer Inghams Group Ltd (ASX: ING) led the market for the day, adding 8.6% after flagging that analyst consensus around its profit and earnings for the financial year are understated.

This was a rare update focused on consensus rather than its actual performance.

Weekly ASX market movers

Over the week, Kogan.com Ltd (ASX: KGN) staged a recovery and gained 17.1% while Costa Group Holdings Ltd (ASX: CGC) was the lowlight, down 23.7% after flagging cost increases due to a shortage of fruit pickers.

ASX 200 today

Looking ahead, the ASX 200 is expected to edge higher when the market opens on Monday. US markets provide a positive lead, with all three major indexes inching higher on Friday. For all the latest, check out Rask Media’s US stock market report.

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 Link.

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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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