Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

ASX 200 morning report – NEA, YFZ & ICQ shares in focus

The S&P/ASX 200 (ASX: XJO) weakened throughout the day to finish slightly lower than it started on Tuesday.

The majority of the weakness came from the energy, down 0.6%, and real estate sectors, down 0.9%. Woodside Petroleum Limited (ASX: WPL) and GPT Group (ASX: GPT) were among the hardest hit, falling over 1% each.

The ASX mining sector, including BHP Group Ltd (ASX: BHP), gained after Chinese exports jumped significantly more than expected, up 32% in June, quickening from a 28% annual growth rate in May.

Nearmap upgrades guidance

Shares in Nearmap Ltd (ASX: NEA) continued to fight back against an earlier shorting attack with the company upgrading its profit result for the financial year.

Nearmap confirmed its annual contract value would be $133.8 million, ahead of the $132 million estimated just a few weeks ago. The Nearmap share price jumped 14.4% in response.

Youfoodz share price rockets

Shares in small-cap prepared meals group Youfoodz Holdings Ltd (ASX: YFZ) surged 77.5% to 90 cents per share after global competitor HelloFresh (ETR: EFG) lobbed a $125.3 million takeover bid.

Youfoodz shares remain well below their $1.50 IPO price, likely leaving many shareholders underwhelmed.

Platinum takes a hit

Platinum Asset Management Ltd (ASX: PTM) was the worst among the large caps, dropping 8.3% after reporting assets under management had dropped by just $167 million to $23.5 billion.

Meanwhile, shares in competitor Magellan Financial Group Ltd (ASX: MFG) gained 2.5%.

iCar Asia under offer

Online car trading business iCar Asia Ltd (ASX: ICQ), which operates in South East Asia, jumped 60% after receiving a 55 cent per share takeover offer from Carsome Group.

This is 10% ahead of the offer received in October last year.

Almonds going nuts

Almond producer Select Harvests Limited (ASX: SHV) is benefitting from the growing drought across California.

Select Harvest, the world’s largest producer of almonds, delivered a market update announcing almond shipments to date are up 21.7% with forward commitments 34% ahead.

Management noted this was an ‘unprecedented pace’ with shipment records being set in 10 of the 11 months to date.

Adding to this has been a price spike of 5–10%. Select Harvest shares finished 16% higher on the news.

Plenti of growth

Personal lender Plenti Group Ltd (ASX: PLT), an investment in the Federation strategy, jumped 11.9% after reporting $83 million loan originations in June, a $1 billion annual run rate by comparison.

The loan book has increased to $757 million, 96% above 2020 and 23% above the March quarter.

ASX 200 today

The ASX 200 is tipped to open broadly flat on Wednesday, following a weak lead from US markets overnight. For all the latest, check out today’s US 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.

Powered by

Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

Skip to content