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ASX 200 set to rise – VEA, MYR & TAH shares in focus

The S&P/ASX 200 (ASX: XJO) followed a weak global lead to fall nearly 1% on Friday, despite a late afternoon recovery.

Every sector was lower across the board barring energy, which continues to benefit from the impasse between members of OPEC+, at least in the short term.

VIVA Energy Group Ltd (ASX: VEA) was a rare highlight, jumping 5.1% after announcing a stronger than expected finish to the half.

The group confirmed a 34% rise in earnings for the second half to $390 – $410 million, driven by petrol and diesel sales, up 4% and 16%, despite aviation and retail being hit by rolling lockdowns.

Solomon Lew heats up

Solomon Lew also flagged his impending decision to spill the board of Myer Holdings Ltd (ASX: MYR) as he seeks change at the struggling company. Myer shares jumped another 5.8% on the news.

Weekly ASX movers

Over the week, it was the technology and discretionary sectors that pulled the ASX to its worst finish, down 0.5%, with the sectors falling 1.7% and 2.7%, respectively.

The weakness was driven by both Tabcorp Holdings Limited (ASX: TAH) and Crown Resorts Ltd (ASX: CWN), which fell 8.1% and 7.8% – one due to a costly demerger and the other more machinations at the Royal Commission.

Industrials were the biggest winner, jumping 3.2% on the back of IFM’s offer for Sydney Airport Holdings Pty Ltd (ASX: SYD), which jumped 33.4%.

Australian Investors Podcast: inside the SYD & ALU takeovers, lock in your mortgage & 3 stocks to watch

Featured podcast: Inside the SYD & ALU takeovers and 3 stocks to watch

ASX 200 today

Looking ahead, the ASX 200 is expected to push higher when the market opens on Monday. This comes following a strong lead from US markets on Friday, with the Nasdaq and Dow Jones gaining 1.0% and 1.3%, respectively.

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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At the time of publishing, the author of this article does not have a financial or 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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