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ASX 200 morning report – BLD, SVW & CHC shares in focus

The S&P/ASX 200 (ASX: XJO) delivered another strong day on Friday, finishing 0.5% higher as it followed a strong US lead.

This time it was news of President Biden receiving approval for his infrastructure package, which pushed the materials sector 1% higher. Every sector barring consumer staples (-0.8%) and IT (-0.5%) were higher on Friday.

Boral Limited (ASX: BLD) was the news of the day, with the share pricing jumping 6.2% to $7.33 after Seven Group Holdings Ltd (ASX: SVW) increased its takeover bid to $7.30.

Other winners on Friday were Charter Hall Group (ASX: CHC), which added 3.2% after confirming a $3.3 billion increase in the valuation of its property portfolio, and Kogan.com Ltd (ASX: KGN), which jumped another 5.9%.

Elsewhere, Nuix Ltd (ASX: NXL) continued to tank, falling 3.9%.

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ASX weekly movers

Over the week the ASX finished 0.8% lower, bucking the global trend as domestic issues continued to grow.

The IT sector continued its astonishing recovery, jumping 3.1% behind Afterpay Ltd (ASX: APT), which added 13.8% for the week.

Materials (+2.3%) and real estate (+0.9%) were next best, the former being driven by Boral and AdBri Ltd (ASX: ABC), which jumped 8.3% and 6.8%, respectively.

Mid-cap ASX growth stocks continued to disappoint, with Codan Limited (ASX: CDA) down 8.8% and Mesoblast Ltd (ASX: MSB) falling 6.9% over the week.

ASX 200 today

The ASX 200 is set to edge ever so slightly higher when the market opens on Monday. This comes following a mixed lead from US markets on Friday. For all the latest, read 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 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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