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ASX 200 morning report – REA, NWS & BLD shares in focus

The S&P/ASX 200 (ASX: XJO) looked beyond the sharp selloff in technology stocks in global markets to post a 0.6% gain on Friday.

The result was broad-based with almost every sector higher, with materials, energy and technology all finishing more than 1% in the black. This came despite Meta’s (NASDAQ: FB) massive selloff in the US session.

Boral goes ex-capital return

Boral Limited (ASX: BLD) shares fell 41.8%, representing the amount of the capital return and special dividend announced earlier in the week.

REA beats, News Corp posts record quarter

REA Group Limited (ASX: REA) released its HY22 results, delivering a 31% increase in profit on the back of a 37% jump in revenue to $590 million.

The result was driven by a buoyant property market in Australia. This led to a record dividend of 75 cents per share, and a massive contribution to News Corp’s (ASX: NWS) solid update.

News Corp shares gained 5.7% after delivering a US$262 million profit for the quarter, a record since its listing in 2013. Foxtel’s pivot into streaming has been a key contributor.

ASX 200 breaks three-week losing streak

Over the week, the utilities and energy sectors dominated, gaining 4.4% and 4.9%, respectively, which is somewhat unexpected given the former is seen as a defensive sector impacted by bond rates and the latter more cyclical.

Across the week, fertiliser provider Nufarm Ltd (ASX: NUF) was the top performer, gaining 26%, with Qantas Airways Limited (ASX: QAN) gaining close to 10%.

On the flip side, the Ansell (ASX: ANN) share price was the weakest, down 16%, after the company slashed guidance.

ASX 200 today

Looking ahead, the ASX 200 is set to open lower this morning despite a mostly positive lead from US stock markets on Friday.

Amazon (NASDAQ: AMZN) was the biggest contributor after the company delivered the largest single-day market value gain in history. 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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