The Aussie market has opened higher, with the #ASX200 lifting by 35pts or 0.39% to 9,022. Marks the first time since late August the index has risen above 9,000pts. 10 of 11 sectors are higher. Consumer discretionary is down slightly (-0.08%).

Dr. Jane Goodall filmed an interview in March 2025 with the understanding it would only be released after her death. This is her final message from it.

RBC Capital on Vault Minerals $VA: "Q1 sales of 91koz exceeded both RBCe and consensus estimates, which we believe was driven by strong volumes at Mount Monger and Deflector. "However, closing cash was slightly weaker than expected, reflecting the buyback (RBCe) and marginally

RBC Capital on Amcor $AMC: "Investor feedback from the marketing of our initiation report on Amcor (Sector Perform; PT A$13.60/CDI (US$9.00/share) focussed on the challenging volume outlook for the industry/company, the likelihood of full synergy capture and balance sheet risks.

Is it too simplistic to link October enthusiasm for the local share market to the fact there had been no progress for weeks on end, irrespective of ongoing gains for markets elsewhere? #XJO #equities #investing #stocks

E&P on DigiCo $DGT: "We have a Neutral recommendation and a $3.61/sh valuation on DigiCo "DigiCo has released a contract win announcement and provided FY26 guidance. We are very pleased to see contracting at DigiCo’s SYD1 site, taking out majority of their current available

Arian Neiron, CEO and MD of VanEck Asia Pacific: “Markets are priced for perfection at a time when risks are building, but this doesn’t mean investors should retreat. "Instead, it highlights the importance of being selective. Gold miners, critical minerals and well-positioned

It is payday for shareholders of a number of ASX 200 index shares on Friday. This includes biotech giant CSL, financial services company Perpetual, energy retailer Origin Energy, pizza seller Domino's Pizza Enterprises and infant formula company A2 Milk. #ausecon

IG's Tony Sycamore: "While we were looking for one final leg lower towards 8600 to complete the correction, todays emphatic break above the 8880/8900ish resistance zone has shifted the landscape. "It is likely that the ASX200 established a medium-term base at 8730ish and

Bell Potter: "We remain constructive on Australian equities with a preference for mid and small caps. "Australian equities should be relatively insulated from any US tariffs shocks (to prices or growth), while the domestic economy should benefit from a rate cutting cycle."

The annual pace of spending growth slowed to 5.0%, from 5.3%. The @RBAInfo cited a pick up in consumption as one reason it skipped a rate cut this week, and any slowdown would add to the case for easing. #ausecon

I have a new hobby.... blocking bots on my X feed....

$QOR #stockinfocus @FNArena #equities #XJO #investing

CLSA on $XRO: "Xero’s acquisition of Melio gives them access to a vast network of SME’s in the US. Notably via cashflow central, a Fiserv product, as well as the impending integration with ADP payroll’s ADP RUN system, with Fiserv calling for a ramp-up in their 2H. "We update

RBC Capital on Dyno Nobel $DNL: "Dyno Nobel (DNL) has provided a trading update ahead of its FY25 result scheduled for 10 November.  "Group EBIT guidance of $695-715m was +18%/+19% to RBC/Cons, led predominantly by stronger commodity price led Fertiliser earnings. "DNL also

#investing #AI #equities #stocks #XJO @LivewireMarkets https://t.co/CuYlK0KiA9

UBS: "The current level of tariffs now in place represents a material increase. And we may see more. "Overall, we expect the tariffs to be a meaningful lift to inflation and restraint on economic growth. "In response to that, we expected the Federal Reserve to wait but

$SDR has evolved into a smart cloud-based platform for the global hotel/accommodation sector that could be described as the central nervous system for a very disaggregated industry ripe for disruption @FNArena SiteMinder's Deeper Connectivity For Growth

Wow. Just wow. 84% of all active fund managers in general Aussie equities underperformed against the index in FY25 #investing #XJO #equities #stocks

Weekly Insights this week zooms in on (too many) biased forecasts AI has put #equities in a bubble, and instead counters with the idea: what if 2025 is the historical equivalent of 1995? https://t.co/59NpviJcJV #investing #XJO #stocks @FNArena