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ASX 200 morning report – AMP, WBC & CKF shares in focus

The S&P/ASX 200 (ASX: XJO) managed to deliver another positive day, finishing 0.2% higher on Wednesday despite giving back gains of over 1.5% at the open.

Weaker US futures hit confidence in the afternoon, with defensive earnings streams among the worst hit as the utilities and consumer sectors dropped 1.2% and 0.8%, respectively.

The top performers were the communications and property sectors, up 1.8% and 1%, respectively, with most recouping Friday’s losses.

AMP jumps on demerger

AMP Ltd (ASX: AMP) was among the leaders as more detail was delivered around the demerger of its AMP Capital Private Markets business.

AMP shares finished 3% higher after management confirmed the demerger would go ahead in the first half of 2022.

The CEO is seeking to cut another $100 plus million in costs from the slimmed-down but loss-making wealth management and challenger bank businesses.

Westpac sued

Westpac Banking Corp (ASX: WBC) underperformed the market, falling 1.9% after the corporate regulator launched ‘unprecedented’ legal cases alleging that the company had engaged in “widespread compliance failures” including charging dead people in excess of $10 million.

KFC pays off

Domestic KFC distributor Collins Foods Ltd (ASX: CKF) led the market, gaining over 12% after delivering record revenues in its Australian business.

Revenue jumped 4.4% domestically, but it was the overseas expansion that is clearly paying off with KFC Europe reporting 31% growth.

Total revenue was 8.5% higher than the prior period, with the store rollout supporting expanded margins and earnings growth of 13.1%; this despite strong 2020 comparables.

Record surplus

Australia achieved another record trade surplus, hitting $23.9 billion as surging coal and other fuel prices delivered price gains.

The news came as it appears recent steel mill shutdowns in China are coming to an end, which is boosting the iron ore price, sending BHP Group Ltd (ASX: BHP) 2.1% higher.

Credit Corp buys Radio Rentals

Credit Corp Group Limited (ASX: CCP) gained 8.6% after announcing the purchase of Thorn Group’s (ASX: TGA) Radio Rentals business and lease book for $60 million.

GUD goes global

Meanwhile, GUD Holdings Limited (ASX: GUD) entered a trading halt to announce the significant purchase of AutoPacific Group, one of the largest suppliers of towing and trailer accessories in the Australian market, for $745 million.

ASX 200 today

Looking ahead, the ASX 200 is expected to open lower on Wednesday after all three US benchmarks dropped more than 1.5% overnight. 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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