Beautiful
day in Sydney today – guess everyone was outside instead of getting their trade
on.
Disappointing
value traded at $3,540,981,203, with volume at 1,936,832,290.
The Up/Down
stats were:
Sector
|
Up
|
Down
|
Unchanged
|
Total
|
Industrials
|
197
|
253
|
179
|
629
|
Resources
|
136
|
177
|
146
|
459
|
Energy
|
80
|
68
|
44
|
192
|
Total
|
413
|
498
|
369
|
1280
|
And the
Sector Breakdown is as follows:
Security
|
Description
|
%
|
MktCap($)
|
XHJ
|
XJO 35 HealthCare
|
0.01565
|
$
49,171,837,441.30
|
XMJ
|
XJO 15 Materials
|
-0.0003
|
$
234,243,307,184.79
|
XEJ
|
XJO 10 Energy
|
-0.0013
|
$
85,555,334,704.28
|
XIJ
|
XJO 45 Info Tech
|
-0.0013
|
$
8,085,630,038.92
|
XJO
|
S&P/ASX 200
|
-0.0018
|
$
1,123,624,286,843.70
|
XXJ
|
XJO FinxREIT
|
-0.0021
|
$
363,793,172,126.35
|
XFJ
|
XJO 40 Financials
|
-0.0023
|
$
443,438,024,062.70
|
XTJ
|
XJO 50 Telecoms
|
-0.0023
|
$
53,537,105,022.00
|
XPJ
|
XJO A-REIT
|
-0.0029
|
$
79,644,851,936.35
|
XSJ
|
XJO 30 Staples
|
-0.0042
|
$
90,682,709,470.09
|
XNJ
|
XJO 20 Industrial
|
-0.0072
|
$
79,496,558,442.26
|
XDJ
|
XJO 25 Discretion
|
-0.0076
|
$
56,394,363,695.74
|
XUJ
|
XJO 55 Utilities
|
-0.0096
|
$
23,019,416,781.65
|
ASX 200
Biggest Losers:
Security
|
Description
|
Last
|
+/-
|
%
|
NWH
|
NRW
Holdings Limited
|
214
|
-21
|
-8.94%
|
MML
|
Medusa
Mining Ltd
|
545
|
-34
|
-5.87%
|
FKP
|
FKP
Property Group
|
26.5
|
-1.5
|
-5.36%
|
FMG
|
Fortescue
Metals Grp
|
337
|
-18
|
-5.07%
|
RMS
|
Ramelius Resources
|
40.5
|
-2
|
-4.71%
|
CDD
|
Cardno Limited
|
710
|
-33
|
-4.44%
|
EWC
|
Energy World Corpor.
|
45
|
-2
|
-4.26%
|
BTU
|
Bathurst Resources
|
34.5
|
-1.5
|
-4.17%
|
PAN
|
Panoramic Resources
|
50
|
-2
|
-3.85%
|
SAR
|
Saracen Mineral
|
40
|
-1.5
|
-3.61%
|
APN
|
APN News & Media
|
29
|
-1
|
-3.33%
|
PNA
|
PanAust Limited
|
298
|
-10
|
-3.25%
|
JHX
|
James Hardie Indust
|
855
|
-28
|
-3.17%
|
JBH
|
JB Hi-Fi Limited
|
867
|
-28
|
-3.13%
|
GBG
|
Gindalbie Metals Ltd
|
31.5
|
-1
|
-3.08%
|
SFR
|
Sandfire Resources
|
793
|
-25
|
-3.06%
|
LEI
|
Leighton Holdings
|
1472
|
-46
|
-3.03%
|
LYC
|
Lynas Corporation
|
81
|
-2.5
|
-2.99%
|
MRM
|
Mermaid Marine
|
310
|
-9
|
-2.82%
|
AQG
|
Alacer Gold Corp.
|
631
|
-18
|
-2.77%
|
WHC
|
Whitehaven Coal
|
300
|
-8
|
-2.60%
|
QAN
|
Qantas Airways
|
125
|
-3
|
-2.34%
|
TAH
|
TABCORP Holdings Ltd
|
292
|
-7
|
-2.34%
|
AGO
|
Atlas Iron Limited
|
146.5
|
-3.5
|
-2.33%
|
SBM
|
St Barbara Limited
|
171
|
-4
|
-2.29%
|
EHL
|
Emeco Holdings
|
70.5
|
-1.5
|
-2.08%
|
MND
|
Monadelphous Group
|
1950
|
-41
|
-2.06%
|
ALQ
|
Als Ltd
|
815
|
-17
|
-2.04%
|
And the ASX
200 Winners:
Security
|
Description
|
Last
|
+/-
|
%
|
CPL
|
Coalspur
Mines Ltd
|
68
|
4
|
6.25%
|
BSL
|
BlueScope
Steel Ltd
|
38.5
|
1.5
|
4.05%
|
BRU
|
Buru Energy
|
277
|
9
|
3.36%
|
EVN
|
Evolution Mining Ltd
|
175
|
5
|
2.94%
|
DCG
|
Decmil Group Limited
|
308
|
8
|
2.67%
|
ORI
|
Orica Limited
|
2425
|
58
|
2.45%
|
IGO
|
Independence Group
|
378
|
9
|
2.44%
|
TEL
|
Telecom Corporation
|
195.5
|
4.5
|
2.36%
|
COH
|
Cochlear Limited
|
6800
|
151
|
2.27%
|
CSL
|
CSL Limited
|
4485
|
97
|
2.21%
|
NUF
|
Nufarm Limited
|
620
|
13
|
2.14%
|
IRE
|
IRESS Limited
|
790
|
16
|
2.07%
|
BLD
|
Boral Limited
|
349
|
7
|
2.05%
|
A fairly
quiet day on the market today – with not too many major moves, and with most of
the ASX 200 having moves within +/- 2%. The XJO closed down 8 points, a fairly
solid result given the weaker offshore leads coming into this morning’s
session. Everyone appears to be holding off any further action until the major
economic releases later in the week – primarily the FOMC and German Court
Decision. From all accounts there is a strong chance of QE3 (or at least some
movement towards QE3) and also of approval of the ECB decision from Germany, so
if either of these pieces of information disappoints to the downside, we may
seem markets tank in response.
Only the US
Trade Balance in economic news tonight, but the German Constitutional Court
Ruling is scheduled to come out some time tomorrow, so markets will likely be
on edge in wait.
The NAB
Monthly Business Confidence Survey came out today, and the main takeaway was
that the Australian GDP is forecast at 3.4% in 2012, 2.8% in 2013, and 3.6% in
2014. Inflation is expected to remain within the RBA target band, and NAB
believe that the RBA will keep rates on hold until mid-next year. The full
report is available at:
The AUD is
buying $1.035 USD, (Up $0.0014)
SPTGLD is
1730 (Up $3.99)
WTI Oct 12
is 96.54 (Up $0.12)
Stocks I am
keeping my eye on (No Advice)
·
FMG
·
MTU
·
JBH
I think a
compelling case can be made for these three for varying reasons (and
timeframes) but I am not buying in (nor do I hold any positions in these
stocks) at this point. I will continue to monitor them and add any others that
catch my eye to this list. I will try to run through my thinking on these
tomorrow, and hopefully will be able to provide some context to a specific
stock in the morning report.
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