To those of
you who battled through today’s case of Mondayitis – here is today’s report:
Volume was 1,878,196,073
and turnover was $4,210,072,729.
The
breakdown by sector type is:
|
Sector
|
Up
|
Down
|
Unchanged
|
Total
|
|
Industrials
|
244
|
242
|
157
|
643
|
|
Resources
|
217
|
133
|
126
|
476
|
|
Energy
|
77
|
59
|
57
|
193
|
|
Total
|
538
|
434
|
340
|
1312
|
The sector
breakdown was:
|
Security
|
Description
|
% Change
|
MktCap($)
|
|
XMJ
|
XJO 15 Materials
|
2.25%
|
$
228,819,832,003.03
|
|
XEJ
|
XJO 10 Energy
|
0.37%
|
$
85,222,707,144.66
|
|
XNJ
|
XJO 20 Industrial
|
0.32%
|
$
79,197,364,975.81
|
|
XJO
|
S&P/ASX 200
|
0.18%
|
$
1,121,374,006,952.20
|
|
XTJ
|
XJO 50 Telecoms
|
-0.05%
|
$
53,584,847,202.31
|
|
XXJ
|
XJO FinxREIT
|
-0.08%
|
$
364,157,678,478.33
|
|
XHJ
|
XJO 35 HealthCare
|
-0.09%
|
$
49,205,536,926.35
|
|
XFJ
|
XJO 40 Financials
|
-0.27%
|
$
444,900,245,632.33
|
|
XUJ
|
XJO 55 Utilities
|
-0.42%
|
$
23,157,711,285.44
|
|
XIJ
|
XJO 45 Info Tech
|
-0.68%
|
$
8,137,845,323.91
|
|
XDJ
|
XJO 25 Discretion
|
-0.88%
|
$
56,807,066,540.83
|
|
XPJ
|
XJO A-REIT
|
-1.23%
|
$
80,742,567,154.00
|
|
XSJ
|
XJO 30 Staples
|
-1.84%
|
$
92,340,849,917.52
|
Biggest
Losers in the 200:
|
Security
|
Description
|
Last
|
+/-
|
%
|
|
ARI
|
Arrium
Ltd
|
56
|
-4
|
-6.67%
|
|
LLC
|
Lend
Lease Group
|
788
|
-56
|
-6.64%
|
|
GWA
|
GWA
Group Ltd
|
187.5
|
-12
|
-6.02%
|
|
IFL
|
IOOF
Holdings Ltd
|
580
|
-30
|
-4.92%
|
|
ENV
|
Envestra
Limited
|
89
|
-4.5
|
-4.81%
|
|
SIP
|
Sigma
Pharmaceutical
|
66
|
-3
|
-4.35%
|
|
IRE
|
IRESS Limited
|
774
|
-31
|
-3.85%
|
|
FXL
|
FlexiGroup Limited
|
325
|
-13
|
-3.85%
|
|
ABP
|
Abacus Property Grp.
|
204
|
-8
|
-3.77%
|
|
WOW
|
Woolworths Limited
|
2917
|
-109
|
-3.60%
|
|
FKP
|
FKP Property Group
|
28
|
-1
|
-3.45%
|
|
CDD
|
Cardno Limited
|
743
|
-24
|
-3.13%
|
|
MND
|
Monadelphous Group
|
1991
|
-59
|
-2.88%
|
|
GFF
|
Goodman Fielder.
|
52.5
|
-1.5
|
-2.78%
|
|
MTU
|
M2 Telecommunication
|
342
|
-9
|
-2.56%
|
|
GPT
|
GPT Group
|
352
|
-9
|
-2.49%
|
|
CQR
|
Charter Hall Retail
|
354
|
-9
|
-2.48%
|
|
WTF
|
Wotif.com Holdings
|
438
|
-11
|
-2.45%
|
|
PTM
|
Platinum Asset
|
364
|
-9
|
-2.41%
|
|
CWN
|
Crown Limited
|
905
|
-22
|
-2.37%
|
|
VAH
|
Virgin Aus Hldg Ltd
|
41.5
|
-1
|
-2.35%
|
|
CGF
|
Challenger Limited
|
337
|
-8
|
-2.32%
|
|
TTS
|
Tatts Group Ltd
|
266
|
-6
|
-2.21%
|
|
GMG
|
Goodman Group
|
408
|
-9
|
-2.16%
|
|
GRY
|
Gryphon Minerals Ltd
|
72
|
-1.5
|
-2.04%
|
And our
winners:
|
Security
|
Description
|
Last
|
+/-
|
%
|
|
DML
|
Discovery
Metals Ltd
|
111
|
11
|
11.00%
|
|
AGO
|
Atlas
Iron Limited
|
150
|
13.5
|
9.89%
|
|
LNC
|
Linc
Energy Ltd
|
67
|
6
|
9.84%
|
|
PNA
|
PanAust
Limited
|
308
|
27
|
9.61%
|
|
CPL
|
Coalspur
Mines Ltd
|
64
|
5.5
|
9.40%
|
|
RMS
|
Ramelius
Resources
|
42.5
|
3.5
|
8.97%
|
|
IAU
|
Intrepid
Mines
|
31.5
|
2.5
|
8.62%
|
|
FMG
|
Fortescue
Metals Grp
|
355
|
24
|
7.25%
|
|
AWC
|
Alumina
Limited
|
84
|
5.5
|
7.01%
|
|
MBN
|
Mirabela
Nickel Ltd
|
31.5
|
2
|
6.78%
|
|
MIN
|
Mineral
Resources.
|
768
|
48
|
6.67%
|
|
GBG
|
Gindalbie
Metals Ltd
|
32.5
|
2
|
6.56%
|
|
SFR
|
Sandfire
Resources
|
818
|
48
|
6.23%
|
|
NWH
|
NRW
Holdings Limited
|
235
|
13
|
5.86%
|
|
IMD
|
Imdex
Limited
|
137.5
|
7.5
|
5.77%
|
|
RSG
|
Resolute
Mining
|
170.5
|
9
|
5.57%
|
|
KCN
|
Kingsgate
Consolid.
|
475
|
25
|
5.56%
|
|
SXY
|
Senex
Energy Limited
|
71
|
3.5
|
5.19%
|
|
IGO
|
Independence
Group
|
369
|
18
|
5.13%
|
|
SBM
|
St Barbara Limited
|
175
|
8
|
4.79%
|
|
KAR
|
Karoon Gas Australia
|
462
|
21
|
4.76%
|
|
NCM
|
Newcrest Mining
|
2701
|
117
|
4.53%
|
|
RIO
|
Rio Tinto Limited
|
5470
|
232
|
4.43%
|
|
BTU
|
Bathurst Resources
|
36
|
1.5
|
4.35%
|
|
TEN
|
Ten Network Holdings
|
38
|
1.5
|
4.11%
|
|
SVW
|
Seven Group Holdings
|
777
|
28
|
3.74%
|
|
EVN
|
Evolution Mining Ltd
|
170
|
6
|
3.66%
|
|
SLR
|
Silver Lake Resource
|
340
|
12
|
3.66%
|
|
BLY
|
Boart Longyear
|
143.5
|
5
|
3.61%
|
|
HGG
|
Henderson Group
|
173.5
|
6
|
3.58%
|
|
QBE
|
QBE Insurance Group
|
1283
|
44
|
3.55%
|
|
ASL
|
Ausdrill Limited
|
284
|
9
|
3.27%
|
|
ACR
|
Acrux Limited
|
325
|
10
|
3.17%
|
|
BPT
|
Beach Energy Limited
|
130
|
4
|
3.17%
|
|
TRY
|
Troy Resources Ltd
|
464
|
14
|
3.11%
|
|
CDU
|
Cudeco Limited
|
435
|
13
|
3.08%
|
|
OGC
|
OceanaGold Corp.
|
275
|
8
|
3.00%
|
|
SGM
|
Sims Metal Mgmt Ltd
|
948
|
27
|
2.93%
|
|
IGR
|
Integra Mining Ltd.
|
53
|
1.5
|
2.91%
|
|
AQG
|
Alacer Gold Corp.
|
649
|
18
|
2.85%
|
|
MDL
|
Mineral Deposits
|
582
|
16
|
2.83%
|
|
PRU
|
Perseus Mining Ltd
|
267
|
7
|
2.69%
|
|
ALQ
|
Als Ltd
|
832
|
20
|
2.46%
|
|
PRY
|
Primary Health Care
|
370
|
8
|
2.21%
|
|
SMX
|
SMS Management.
|
653
|
14
|
2.19%
|
|
EHL
|
Emeco Holdings
|
72
|
1.5
|
2.13%
|
|
MQG
|
Macquarie Group Ltd
|
2840
|
59
|
2.12%
|
|
JHX
|
James Hardie Indust
|
883
|
18
|
2.08%
|
|
NVT
|
Navitas Limited
|
448
|
9
|
2.05%
|
It was all
resources this morning, with the Miners bolting out of the gate. FMG, NCM, BHP,
RIO were all up strongly on the open, although most other sectors started out
that way too. Many of the other sectors fell away after the initial surge, with
only the Materials, Energy and Industrial sectors able to record gains at the
end of the session. Staples were the worst performer, athough there is an
adjustment for stocks going ex, particularly WOW (their ex dividend was
responsible for -2.97 points from the All Ords).
The main
economic news for the day was the Chinese Trade Balance. The number came in at 26.7b
(Surplus - USD) Exports grew at 2.7% yoy and Imports were down 2.6%, when they
were expected to rise 3.5%.
This was
also the first trading day since the NFP number on Friday, with the low number
sparking new speculation that the FED would implement QE3 sooner rather than
later.
The market
was also digesting the announcement out of China that they would embark on $157b
worth of new infrastructure spending. This news is seen as the primary driver
of the resources sector outperformance today, in anticipation of increased
Chinese stimulus.
AUD is
buying $1.0347 UDS, (Down $0.005), Gold is at $1734 USD, (Down $1), and WTI OIL
is at $96.40, (Down $0.65).
No Major
economic data is due tonight, but the US Trade Balance will be out tomorrow
night.
Dow Jones
futures are currently down 23 points.
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