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ASX 200 morning report – IEL, SVW & QBE shares in focus

The S&P/ASX 200 (ASX: XJO) finished the week on a positive note, adding 0.6% behind a rally from the energy (+1.6%) and industrial (+1.2%) sectors.

The dogs of last financial year were the biggest contributors on the day, with Nuix Ltd (ASX: NXL) and A2 Milk Company Ltd (ASX: A2M) jumping around 5% each.

Seven Group Holdings Ltd (ASX: SVW) appears to be getting serious with its $8.8 billion bid for Boral Limited (ASX: BLD). After reaching 29% ownership, Seven Group is now pushing for Boral to suspend its on-market buyback; Boral shares finished flat.

QBE Insurance Group Ltd (ASX: QBE) fell 0.8% after flagging it will defend claims brought against it in the Federal Court on the basis that it did not provide cover for the pandemic.

The highlight of the day by far was IDP Education Ltd (ASX: IEL) which spiked 20.7% after announcing the acquisition of the UK’s International English Testing System operations (IELTS).

ASX 2oo weekly movers

Across the week the ASX 200 was 0.8% higher, with communications, up 3.2%, the top performer behind Telstra Corporation Ltd (ASX: TLS).

ASX retailers also benefited, with Harvey Norman Holdings Limited (ASX: HVN) supporting a 1% increase in the sector despite the downgrade from Collins Foods Ltd (ASX: CKF).

Meanwhile, the utilities sector (-3.9%) continued to struggle after the market reacted negatively to the restructuring announcement from AGL Energy Limited (ASX: AGL).

ASX 200 today

Looking ahead, the ASX 200 is heading towards a flat open on Monday according to the latest SPI futures. This comes despite a positive lead from US markets on Friday.

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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