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ASX 200 morning report – SOL, MLT & NXL shares in focus

The S&P/ASX 200 (ASX: XJO) experienced its strongest day in four months, adding 1.5% on Tuesday, all but erasing Monday’s losses.

Every sector but healthcare finished higher, with real estate and energy the biggest beneficiaries, adding 2.0% and 2.2%, respectively.

The positive sentiment came from Fed Chair Jerome Powell’s written testimony confirming his confidence that inflation would fall below 2% ocne ‘transitory supply effects abate’.

Property gains

Property was among the biggest beneficiaries with Charter Hall Group (ASX: CHC) up 3.4% and Vicinity Centres (ASX: VCX) up 2.9%, even as tax changes impact valuations.

On Monday, Vicinity reported a 1.2% fall in its property valuations, primarily in CBDs, in order to price-in the recent Victorian Government land tax and stamp duty changes as well as continued rent deferrals.

On the positive side, management announced a 6.6 cent distribution, nearing the 8 cents paid in 2020 as operations continue to return to normal.

Soul Patts mergers with Milton

Another listed investment company is set to disappear from the ASX boards as the inefficiencies of the structure remain in question.

Washington H. Soul Pattinson and Co Ltd (ASX: SOL) is set to merge with Milton Corporation Limited (ASX: MLT) at a price of $6 per share. Milton shares jumped 16% to $5.80 on the news.

The deal will create a $10 billion investment company, with Milton shareholders receiving an 8c final dividend, 37c special dividend and a 7 cent dividend from Soul Patts.

The combined entity is expected to use its larger balance sheet and the greater flexibility that comes without the LIC mandate structure to finalise a number of deals to purchase alternative assets, says management.

Lithium miners rally, Independence Group gets approval

ASX lithium miners IGO Ltd (ASX: IGO) and Pilbara Minerals Ltd (ASX: PLS) jumped 7.4% and 6.2%, respectively, after the former received approval to finalise the joint venture with its Chinese partner.

Nuix hits record low

Shares in Nuix Ltd (ASX: NXL) hit a new record low after it was announced that the Australian Federal Police would review the payout of options to a previous shareholder for ‘potential breaches of the Corps Act’.

ASX 200 today

Looking ahead, the ASX 200 is set to edge lower at the open on Wednesday despite a positive lead from US markets overnight. To get up to speed, check out Rask Media’s daily 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, Drew owns shares in Nuix.

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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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