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ASX 200 morning report – CWN, GQG & SUN shares in focus

The S&P/ASX 200 (ASX: XJO) finished just 2 points higher on Tuesday, barely continuing the run of positive days.

The ASX tech and consumer sectors were the only real positive contributors, the former gaining over 1%, with the utilities sector the biggest detractor falling by a similar amount.

Crown ‘unfit’ for license

Shares in Crown Resorts Ltd (ASX: CWN) nearly topped the market for the session, gaining 8.7% after the recommendations from the Victorian Royal Commission were announced.

The Commissioner found the company was not suitable to hold its casino license following a litany of anti-money laundering, organised crime and other activities been run through the casino without being identified.

Despite the finding, the Commission recommended a ‘special adviser’ be installed in the business to assess and support the rebuild of the company over the next two years.

GQG IPO sets sail

Highly touted fund manager GQG Partners Inc (ASX: GQG) listed on the ASX on Tuesday. But despite the fanfare, the largest IPO of the year finished broadly flat. For a primer on GQG and its IPO, check out this deep dive.

Featured: Your guide to initial public offerings (IPOs)

Suncorp flags insurance pain

Shares in Suncorp Group Ltd (ASX: SUN) fell 1% after the owner of AAMI and Apia brands flagged the cost of recent storm and earthquake claims could exceed half of the $980 million internal budget after a busy 12 month period. The result highlights the growing difficult facing insurance companies.

Ampol earnings boost

Ampol Ltd (ASX: ALD) reported a 75% increase in earnings for the September quarter, hitting $102 million as the global energy crisis sent refining volumes and margins higher.

With the release of restrictions in Victoria and NSW, the company is well-positioned to benefit from a return to normal levels of travel, including aviation. Ampol shares finished flat.

Reliance to acquire EZ Flo

Plumbing supplier Reliance Worldwide Corporation Ltd (ASX: RWC) gained 0.4% after delivering a solid trading update whilst announcing the acquisition of EX-FLO for $325 million.

The ‘complementary’ businesses addition highlights the foresight and understanding of management who continue to make accretive decisions amid their global expansion.

Mineral Resources goes top to bottom

Finally, Mineral Resources Limited (ASX: MIN) went from top of the pops to bottom of the pile, falling 7% after delivering weaker than expected iron ore shipments and a 13% fall in lithium production.

ASX 200 today

Looking ahead, the ASX 200 is heading towards a flat open on Wednesday as US markets offer little direction overnight.

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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