Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

ASX 200 morning report – PPT, PDL & ILU shares in focus

April has begun just as March finished, with the domestic market rallying on what was generally stock-specific news.

The S&P/ASX 200 (ASX: XJO) gained 0.3% despite a broad spread of performances, with six sectors higher led by utilities, up 1.1%, whilst tech and materials also rallied 1%; Fortescue Metals Group Limited (ASX: FMG) was a key contributor, gaining 3.0%.

Iluka receives $1 billion loan

Iluka Resources Ltd (ASX: ILU) hit an all-time high, gaining 6.1% on news of a $1 billion loan from the Australian government.

The facility will provide the capital required to fund the construction of Australia’s first rare earths refinery in Western Australia as the government seeks to become more active in the electric vehicle and sustainable energy supply chains.

Pilbara Minerals Ltd (ASX: PLS) and Mineral Resources Limited (ASX: MIN) were other winners from the announcement, up 5.5% and 3.4%.

Telstra’s PNG tax

Shares in Telstra Corporation Ltd (ASX: TLS) were weaker, falling 0.5%, after news emerged over the weekend that the PNG Government had levied a one-off tax on the Digicel Pacific business the group was set to acquire.

The payment of $130 million was only just passed through government and will be challenged, however, it may delay Telstra’s government-backed takeover.

Perpetual lobs bid for Pendal

Whilst the commodity sector was buoyed by stronger prices, all eyes were on the fund management sector which has experienced a torrid 12-month period.

Nearly every active fund manager in the country, from Platinum Asset Management Ltd (ASX: PTM) to Magellan Financial Group Ltd (ASX: MFG), has been sold off heavily on growth concerns. However, all of them rallied on Monday after value manager Perpetual Ltd (ASX: PPT) lobbed a $2.4 billion takeover bid for Pendal Group Ltd (ASX: PDL), a 39% premium to the previous share price.

Both companies have been aggressively expanding in order to offset growing outflows, with Perpetual buying Barrow Hanley and Trillium, whilst Pendal acquired JB Hambro.

The deal represents a $6.23 offer price, sending Pendal shares 18.1% higher, however, Perpetual shares were 6.6% lower on the news. Combined, the group would have over $225 billion in assets under management and potentially significant cost savings.

Magellan was an ancillary beneficiary with shares hitting a one month high, gaining 9.7% on news that may support further takeover and corporate activity in the struggling sector.

AUB on the lookout

Shares in insurance broker AUB Group Ltd (ASX: AUB) gained 1.9% after management confirmed it was in discussions with Odyssey Investment Partners for the potential purchase of UK insurance broker Tysers.

ASX 200 today

Looking ahead, the ASX 200 is expected to rise when the market opens this morning, following a positive lead from US stock markets 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.

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 Magellan.

Powered by

Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

Skip to content