AU Stock Papertrading Season 2: Who's in the top 10 last week?

🎉Congratulations to the top 10 mooers on the leaderboard

July is the best month of the year, on average, in terms of stock-market performance, this applies to ASX as much as US and other markets. With commentator predictions "we’re about to enter the best-performing and most reliable two-month period in July and August" and "July is the most reliable month of the year for Aussie share investing, yielding a 100% winning strike rate over the last 10 years".

More broadly, commentators expect the ASX to follow the global market upward in the second half, with the macroeconomic backdrop continuing to improve as we move into the second half and beyond. Though it will lag the US market.

Australian coking coal futures spiked up 12% last week to $US261, settling around $US245.50 a tonne on Friday. This was due to a fire shutting down one of country’s major mines.

Morgan Stanley expects a continuing rally in coal stocks, which have been largely overlooked by investors who are becoming more environmentally conscious. It expects a 15% upside to year-end coking coal prices. Other commentators expect at least a short term spike.

Coal stocks to watch: Whitehaven Coal, Yancoal Australia, Coronado Global Resources, Stanmore Resources, New Hope.

Investors continue showing strong interest in the DroneShield. This has been driven by a series of positive developments, including the company's financial results, the company manufactures counter-drone technology. And it has been signing supply deals with organisations around the world.

It crossed $2 in early trading on July 8. This makes its year-to-date increase at 425%.

Centennial Asset Management underlines the rapid increase in military spending as the third major global investing theme alongside the rise of artificial intelligence and the transition to low-carbon energy. With demand for Droneshield’s products becoming "part [and] parcel of military spending budgets".

Rewards：
100 points: any participating user with at least 1 post during the event period.
1000 points: the top 10 high-quality users with their trading insights, including at least 1 P/L image and a minimum of 10 words in this page.
AUD50 cash coupon: for the top writer of unique, on-topic, and in-depth trading analyses (including P/L records) throughout the competition.