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ASX 200 morning report – BBN, CSL & QBE shares in focus

The S&P/ASX 200 (ASX: XJO) finished at another record high on Friday, gaining 0.5% as the positive sentiment from ASX reporting season carried through another week.

Every sector finished higher outside of materials, with healthcare the outperformer adding 1.9% after CSL Limited (ASX: CSL) once again nears $300 per share, adding 2.4% ahead of its earnings result on Wednesday.

CSL share price chart

Source: Rask Media 1-year CSL share price chart

Baby Bunting disappoints

Baby Bunting Ltd (ASX: BBN) is dealing with a pandemic hangover, falling 4.5% despite delivering a 76% jump in profit to $17.5 million.

Investors were clearly worried about the falling rate of sales growth, which is just 6.4% in FY21, down from over 15% in 2020.

ASX weekly movers

The market gained another 1.2% over the week, powered by the financials sector which gained 3.1% on the back of the Commonwealth Bank’s (ASX: CBA) unexpected buyback and National Australia Bank’s (ASX: NAB) double-digit profit growth.

Watch Owen run through CBA’s FY21 report

The standout, however, was GrainCorp Ltd (ASX: GNC), with the group adding 14.4% after increasing FY21 forecasts on the back of an expected bumper crop and wheat-hungry export markets.

The insurance sector also rallied behind QBE Insurance Group Ltd (ASX: QBE) and Insurance Australia Group Ltd  (ASX: IAG) despite suffering from a spike in claims and the latter reporting a $427 million loss. QBE shares were up 12.1% while IAG finished the week 8.8% higher.

ASX 200 today

The ASX 200 is expected to trend lower when the market opens on Monday. This comes despite a mildly positive lead from US markets on Friday.

Reporting season will seriously ramp up this week, with the likes of JB Hi-Fi Limited (ASX: JBH), Bendigo and Adelaide Bank Ltd (ASX: BEN) and Carsales.com Ltd (ASX: CAR) kicking things off today. For all the latest, make sure to bookmark Rask Media’s ASX reporting season calendar.

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 CSL.

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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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