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ASX 200 morning report – JHX, BXB & UMG shares in focus

The domestic market is slowly chipping away at recent losses, with the S&P/ASX 200 (ASX: XJO) gaining another 0.3% on Tuesday behind a rally in the energy and utilities sectors.

The energy sector was buoyed another 2% by a rally in the oil price amid signs Chinese demand may recover, with both Woodside Petroleum Limited (ASX: WPL) and Santos Ltd (ASX: STO) adding 2% each.

Six sectors were lower, most of which fell by more than 1%, with industrials, healthcare and property the hardest hit.

Bramble’s bid halted

Monday’s biggest winner Brambles Ltd (ASX: BXB) quickly became Tuesday’s biggest loser, with the Brambles share price falling 7.6% after management confirmed that private equity group CVC would not be proceeding with a bid for the company.

Lithium and rare earth miners were a highlight after the Federal Government splashed another $20 million on Pilbara Minerals Limited (ASX: PLS) and Calix Ltd (ASX: CXL) as they commit to supporting Australia’s growth in modern manufacturing and on-shore metal processing.

Shares in foreign currency transfer group OFX Group Ltd (ASX: OFX) surprised, gaining more than 8% after management reported income growth exceeding 25%, which will contribute to a 50% jump in earnings.

James Hardie upgrades, passes on costs

Shares in building products supplier James Hardie Industries (ASX: JHX) reversed recent gains, falling 3.6%, despite management reporting a 20% jump in sales in the fourth quarter to USD$968 million.

Earnings also increased by more than 30% as management passed on input cost increases twice during the year in an effort to maintain its strong profit margins. The full year profit was an incredible 75% higher than 2021.

United Malt downgrades

United Malt Group Ltd (ASX: UMG), which was spun out of GrainCorp Ltd (ASX: GNC), reported half-year results, revealing a 5% fall in earnings despite an 11% increase in revenue to $652 million.

Net profit was just $10 million with management blaming the surging costs of inputs including barley along with supply chain issues.

Nickel deal to proceed

IGO Ltd (ASX: IGO) appears to be nearing acceptance of its increased bid for Western Areas Ltd (ASX: WSA), something that was disrupted by the events in Ukraine, despite complaints that it was a ‘not fair but reasonable’ price for the business.

Meanwhile, in a sign of the challenges that lay ahead, Australian consumer confidence fell to the lowest point since 2020’s lockdowns, falling 1.3%, following the increase in interest rates and growing headlines about inflation.

ASX 200 today

Looking ahead, the ASX 200 is expected to open higher this morning, following a positive lead from US stock markets 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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