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ASX 200 morning report – SGR, A2M & FMG shares in focus

The S&P/ASX 200 (ASX: XJO) managed to reverse the prior day’s gains, falling 1% on Tuesday after US bond yields jumped on further central bank commentary.

This coincided with agreement on further bans on Russian oil imports which sent the oil price above US$120 per barrel.

Every sector was lower, led by technology and financials, which fell 2% each behind weak performances from National Australia Bank Ltd (ASX: NAB) and Commonwealth Bank of Australia Ltd (ASX: CBA).

Weakening building approvals, which fell 2.4% in April, along with comments from major bank CEOs around the growing risks in the construction sector, were enough to hit market sentiment.

The utilities and staples sectors outperformed, as did energy with the likes of Beach Energy Ltd (ASX: BPT) and Paladin Energy Ltd (ASX: PDN), which gained 5% and 2%, respectively.

Star ‘unsuitable’

It was also bad news for Star Entertainment Group Ltd (ASX: SGR) which fell another 2% after the NSW investigation into potential legal breaches found the group ‘unsuitable’ to hold a casino license.

China release sends materials higher

The Chinese government has laid out a 50 point plan to stimulate the economy post the damaging capital city lockdowns, with streamlined building approvals and incentives for electric cars among them.

This comes as Beijing cases fell to just 100 and manufacturing in the city was set to be allowed from 1 June.

Interestingly, China’s manufacturing PMI which reports on the entire economy fell to just 49.6 in April, strong than expected.

The secondary beneficiary of the Chinese policy changes was materials, with Mineral Resources Limited (ASX: MIN) up 1.8% and Fortescue Metals Group Limited (ASX: FMG) jumped 1.3%.

ResApp in Pfizer deal

Shares in microcap healthcare company ResApp Health Ltd (ASX: RAP) entered a trading halt after announcing it had received a bid from giant Pfizer (NYSE: PFE) to take over all shares in the company.

A2 Milk faces challenge

A2 Milk Company Ltd (ASX: A2M) took a breather, gaining just 0.6%, as investors identified the challenge of having its unique product approved in the US market in a short period of time to capitalise on the current shortage.

ASX 200 today

Looking ahead, the ASX 200 is tipped to edge higher this morning despite a slightly negative lead from US 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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