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ASX 200 morning report – QAN, BOQ & UWL shares in focus

The S&P/ASX 200 (ASX: XJO) is expected to edge higher this morning as the market resumes trading following the Easter break.

The ASX 200 finished the shortened week on a strong note, gaining 0.6% on Thursday behind a broad-based rally, with every sector finishing higher barring the financials.

Qantas share price takes flight

The energy, materials, technology, industrials and utilities sectors all gained more than 1% with Qantas Airways Limited (ASX: QAN) a standout.

The Qantas share price gained more than 7% as the airline joined global competitors in seeing a massive jump in bookings following the end of lockdowns.

Uniti hits record high

Shares in Uniti Group Ltd (ASX: UWL) also hit a record high, closing the session at $4.96, just short of the $3.6 billion takeover bid from Morrison & Co which management has now entered formal negotiations with.

Elsewhere, shares in Transurban Group (ASX: TCL) were slightly higher, with the CEO confirming traffic has jumped despite the work-from-home trend.

Bank of Queensland retreats

The biggest detractor was the Bank of Queensland Limited (ASX: BOQ), which appears to be having trouble integrating the massive ME Bank acquisition.

BOQ shares fell more than 6% after the bank reported interim FY22 results, with cash earnings 14% higher and profit down 5%. The dividend disappointed as did the fall in net interest income, the core driver of banking returns.

ASX 200 weekly movers

It was a similar story across the week, with the ASX 200 up 0.6% and just four sectors lower. Materials remain the standout, with ASX gold miners topping the tables.

Zip Co Ltd (ASX: Z1P) was the ASX 200’s worst weekly performer, dropping 13.4%, whilst Regis Resources Limited (ASX: RRL) topped the tables with a 17.1% gain.

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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Disclosure: At the time of publishing, Drew owns shares in Zip.

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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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