Friday 7th Sept 2012

Alright, Today we had:

Market Volume of 1,792,224,893 and value traded was 4,644,176,766 – Both down a little from yesterday.

Sector	Up	Down	Unchanged	Total
Industrials	295	182	158	635
Resources	197	124	153	474
Energy	87	43	43	173
Total	579	349	354	1282

Sector Performance was:

Security	Description	%	MktCap($)
XDJ	XJO 25 Discretion	0.50%	$     56,399,179,125.03
XEJ	XJO 10 Energy	0.31%	$     84,928,127,056.91
XFJ	XJO 40 Financials	-0.27%	$  446,036,973,875.22
XHJ	XJO 35 HealthCare	-1.63%	$     49,962,318,963.69
XIJ	XJO 45 Info Tech	0.94%	$       8,062,458,322.38
XMJ	XJO 15 Materials	2.37%	$  223,158,676,381.76
XNJ	XJO 20 Industrial	1.13%	$     78,326,500,030.68
XPJ	XJO A-REIT	-0.13%	$     80,832,059,882.55
XSJ	XJO 30 Staples	-0.82%	$     93,079,116,219.92
XTJ	XJO 50 Telecoms	-0.77%	$     54,001,556,325.34
XUJ	XJO 55 Utilities	-0.24%	$     23,163,987,710.06
XXJ	XJO FinxREIT	-0.30%	$  365,204,913,992.67

ASX Biggest Winners:

Security	Description	Last	+/-	%
PAN	Panoramic Resources	51	6.5	14.61%
GRY	Gryphon Minerals Ltd	73.5	8.5	13.08%
MGX	Mount Gibson Iron	82.5	9.5	13.01%
FMG	Fortescue Metals Grp	331	34	11.45%
MBN	Mirabela Nickel Ltd	29.5	2.5	9.26%
BLY	Boart Longyear	138.5	11.5	9.06%
DML	Discovery Metals Ltd	100	7.5	8.11%
AGO	Atlas Iron Limited	136.5	9.5	7.48%
BSL	BlueScope Steel Ltd	36.5	2.5	7.35%
AQG	Alacer Gold Corp.	631	37	6.23%
BTU	Bathurst Resources	34.5	2	6.15%
IGO	Independence Group	351	20	6.04%
EHL	Emeco Holdings	70.5	4	6.02%
MIN	Mineral Resources.	720	40	5.88%
OZL	OZ Minerals	682	37	5.74%
ARI	Arrium Ltd	60	3	5.26%
SGM	Sims Metal Mgmt Ltd	921	46	5.26%
WSA	Western Areas NL	415	20	5.06%
QAN	Qantas Airways	126	6	5.00%
SFR	Sandfire Resources	770	36	4.90%
TSE	Transfield Services	177	8	4.73%
AWC	Alumina Limited	78.5	3.5	4.67%
AUT	Aurora Oil & Gas	343	15	4.57%
PNA	PanAust Limited	281	12	4.46%
RIO	Rio Tinto Limited	5238	222	4.43%
DOW	Downer EDI Limited	345	14	4.23%
NWH	NRW Holdings Limited	222	9	4.23%
IGR	Integra Mining Ltd.	51.5	2	4.04%
HGG	Henderson Group	167.5	6	3.72%
BBG	Billabong	141.5	5	3.66%
SDL	Sundance Resources	29	1	3.57%
MND	Monadelphous Group	2050	70	3.54%

ASX Biggest Losers:

Security	Description	Last	+/-	%
APN	APN News & Media	30.5	-1.5	-4.69%
PRU	Perseus Mining Ltd	260	-11	-4.06%
VAH	Virgin Aus Hldg Ltd	42.5	-1.5	-3.41%
TPM	Tpg Telecom Limited	211	-7	-3.21%
SXY	Senex Energy Limited	67.5	-2	-2.88%
ALL	Aristocrat Leisure	261	-7	-2.61%
CSL	CSL Limited	4401	-108	-2.40%
LYC	Lynas Corporation	82	-2	-2.38%
SWM	Seven West Media Ltd	133	-3	-2.21%
PRY	Primary Health Care	362	-8	-2.16%
CHC	Charter Hall Group	274	-6	-2.14%
SUN	Suncorp Group Ltd	892	-19	-2.09%

XJO Added 12.9 points to 4325.8, after surging to a high of 4358.3 within the first 15 minutes of trade. The optimism was all off the back of Draghi’s comments overnight, the key word was UNLIMITED.

It’s a little disappointing that the DOW was able to add 254 points, and the US indexes all hit multi year highs, and we can only add a measly 12 points.

Materials were clearly the big winner on the day – with a 2.37% increase in that sector, offsetting losses in healthcare, financials, staples, telecoms and utilities.

The big news we are waiting on over this weekend is the Non-Farm Payrolls and US Unemployment Rate (Friday Night, 2330, consensus 123k, 8.3%), and Chinese CPI (Sunday, 1230, consensus 2.1%).

Period	PrevClose	%
Week Rolling	4315.6744	0.2355
Month Rolling	4272.586	1.2464
6 Month Rolling	4204.731	2.8803
Year Rolling	4075.5432	6.1414