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ASX 200 morning report – AVH, SSG & IAG shares in focus

The S&P/ASX 200 (ASX: XJO) finished at another record, adding 0.1% on Wednesday despite weakening throughout the day.

Most sectors finished higher, led by the energy sector, up 1.5%, with the materials and IT down 1.6% and 0.4%, respectively.

It was bad news for those predicting another commodity super cycle, with the Chinese Government announcing they would release some additional natural reserves of copper aluminium and zinc to domestic businesses in an effort to stabilise record commodity prices.

The news sent OZ Minerals Limited (ASX: OZL) down 6.7% and BHP Group Ltd (ASX: BHP) down 1.7%.

Lithium deals continue

Lithium miner Pilbara Minerals Ltd (ASX: PLS) jumped 2.2% after ASX counterpart Firefinch Ltd (ASX: FFX) confirmed a deal with Chinese battery metals giant Jiangxi Ganfeng to sell 50% of its Mali-based project for $250 million.

IAG flags claims hit

Shares in insurer Insurance Australia Group (ASX: IAG) jumped 1.2% despite flagging potential payouts of between $720 and $743 million for the financial year. This comes after a terrible season of cyclones and recent storms in Victoria.

The update compares to the $658 million the company set aside and an increase on the $660 to $700 million predicted recently, once again highlighting the difficult business model faced by insurers.

That said, the company has natural peril protection, with reinsurance kicking in to cover a portion of the cost.

Avita upgrades forecasts

Struggling skin treatment group Avita Medical Inc (ASX: AVH) added 12.4% after upgrading its revenue forecast for financial year.

Management noted that the company has returned to “normal activity” following lockdowns as burn accidents increase once again.

Quarterly revenue is expected to exceed guidance of between $8.2 million and $8.6 million, now expecting $9.5 to $9.7 million.

Shaver Shop profit soars

COVID beneficiary Shaver Shop Group Ltd (ASX: SSG) fell 8.3% the latest in the e-commerce related sell offs.

This came after releasing a trading update, announcing a 9% increase in revenue to $213 million and a 60% increase in profit to between $16.75 million and $17.5 million for the financial year.

ASX 200 today

Looking ahead, the ASX 200 is expected to edge higher at the open on Thursday despite a negative lead from US markets overnight.

This came after Federal Reserve Chair Jerome Powell confirmed that the board now expects at least two rate rises in 2023. To learn more, 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.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: At the time of publishing, the author of this article does not have a financial nor 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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