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ASX 200 morning report – CWN, AX1 & NXT shares in focus

The S&P/ASX 200 (ASX: XJO) capped a volatile week with a positive finish, gaining 0.2% on Friday with most sectors moving higher.

The highlights came from healthcare and consumer staples, which both added 0.9% and 0.7%, respectively.

The ASX discretionary sector was weaker despite Crown Resorts Ltd (ASX: CWN) topping the market by gaining over 16% after private equity player Blackstone lobbed an unexpected third bid for the company priced at $12.50 per share.

Crown share price chart

Source: 1-year Crown share price chart

ASX industrials falter

The ASX industrials sector was the worst hit, falling 0.6% as a range of travel and infrastructure assets from Transurban Group (ASX: TCL) and Qantas Airways Limited (ASX: QAN) fell by more than 1% as European cases spike and another round of lockdowns are threatened.

Accent Group hit by closures

ASX retailer Accent Group Ltd (ASX: AX1) gained 4% despite announcing that its margins had suffered amid broad-based store closures with earnings a full $40 million below management expectations for the first 18 weeks of trading in FY22.

ASX 200 weekly movers

Across the week, the more defensive healthcare and technology sectors outperformed, gaining around 3% each.

In contrast, the energy and materials sector was down 1.5% as commodity prices continued their recent volatility.

On a stock level, Crown was the highlight, gaining over 18%, with Appen Limited (ASX: APX) and NextDC Ltd (ASX: NXT) up 11% and 8.5%, respectively, after the latter forecast a ~20% rise in earnings.

PointsBet Holdings Ltd (ASX: PBH) fared the worst among the ASX 200, down nearly 11% across the week despite no notable news.

Meanwhile, Commonwealth Bank of Australia (ASX: CBA) tumbled nearly 10% as the market reacted negatively to the bank’s first-quarter update.

ASX 200 today

Looking ahead, the ASX 200 is expected to open lower on Monday, following a mixed lead from US markets on Friday. To find out more, check out my US stock 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.

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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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