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ASX 200 morning report – EML, INA & PTM shares in focus

The local market remained resilient on Wednesday, with one trading day left before Easter, the S&P/ASX 200 (ASX: XJO) finishing 0.3% higher.

The strength was broad-based with property the only detractor, falling 0.5%, and energy the standout, up 1% as the oil price moved above US$100 once again. Santos Ltd (ASX: STO) and Origin Energy Ltd (ASX: ORG) were standouts, gaining 1.3% each.

RBNZ hikes interest rates

But all eyes were across the ditch, after the Reserve Bank of New Zealand unexpectedly hiked rates by another 50 basis points, or 0.50% as they continue to fight inflation in the import reliant country.

Rates now sit at 1.5%, with the property market beginning to slow, but the currency remains strong and inflation is expected to peak before the end of the financial year.

EML share price jumps on secret bid

Shares in EML Payments Ltd (ASX: EML) were the standout with the prepaid card provider jumping 10.5% after disclosing it had been subject to potential takeover offers from the likes of Bain Capital. There is clearly a renewed focus on acquisitions in the low margin, but scaleable payments sector.

Ingenia downgrades

Shares in holiday and rental accommodation builder and developer Ingenia Communities Group (ASX: INA) gained 1.8% despite warning of another 5-10% hit to earnings for the financial year.

The company blamed labour shortages and rain for delays in developing new properties, which has hit both sales and profits.

Platinum’s record low

The funds management industry continues to struggle with passive strategies likely to force management fee cuts in the coming years.

Platinum Asset Management Ltd (ASX: PTM) fell to a record low of $1.82 during the session but finished slightly higher after another difficult quarter for performance, driven by its large weightings to China.

ASX mining companies simplify

Energy explorer Cooper Energy Ltd (ASX: COE) jumped more than 5% after announcing it had been granted an exploration permit for an offshore site in Victoria with significant potential.

Sticking with mining, Northern Star Resources Ltd (ASX: NST) added 1.5% after announcing the sale of $44 million of non-core gold mining projects, whilst Iluka Resources Limited (ASX: ILU) gained 1% after announcing a similar demerger of its Sierra Rutile asset.

ASX 200 today

Looking ahead, the ASX 200 is set to open higher this morning, following a positive lead from US stock markets overnight. All three US benchmarks rose, with the Nasdaq the strongest performer, gaining 2.0%.

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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