澳大利亞早間新聞：澳交所開盤平穩，Elanor在Challenger資產收購後飙升

Moomoo News AU 發表了文章 · 2023/04/06 08:35

大家好，mooer們！看看今日股市的最新資訊！
• 道瓊指數上漲，標普500指數下跌，因經濟衰退擔憂加劇
• 澳交所開盤平穩，Elanor在Challenger資產交易後飆升
• 股票觀察：CSL，Elanor，Brambles
- moomoo澳大利亚新闻

澳大利亞早間新聞：澳交所開盤平穩，Elanor在Challenger資產收購後飙升

華爾街摘要

股票大多在周三下跌，投資者專注於美國經濟放緩的新跡象。

主板 $標普500指數 (.SPX.US)$ 下跌第二天，收盤下跌10.22點，或0.2％，跌至4090.38點。以科技股為主的 $納斯達克綜合指數 (.IXIC.US)$ 下跌129.47點，或1.1％，至11996.86點。 $道瓊斯指數 (.DJI.US)$ 成為異數的，上漲80.34點，或0.2％，至33482.72點。

澳洲市場觀察

澳大利亞股市在一個平靜的開始中保持穩定，跟隨華爾街在復活節前最後交易日收盤時表現不一。

醫療股引領漲勢，與 $CSL Ltd (CSL.AU)$ 上漲了1.2％。主要銀行股普遍上漲，但礦業公司，尤其是鋰礦勘探公司，表現疲弱。

$BHP Group Ltd (BHP.AU)$ 下跌了0.3％，但 $Rio Tinto Ltd (RIO.AU)$ 上漲了0.6％。 $Fortescue Ltd (FMG.AU)$ 保持穩定。

Challenger買賣了其34億美元的澳大利亞房地產業資產組合後，股價上漲了0.3％，賣給Elanor Investors。Elanor股價飆升了17％。

Brambles上漲了0.6％。瑞銀將公司的目標價提高至15.50美元，稱自由現金流改善。

科技股受到壓力，跟隨納斯達克下跌了1.1％。

關注股票

$Western Mines Group Ltd (WMG.AU)$: Western Mines Group has received encouraging results from its Mulga Tank nickel project which will enable the company to pursue further metallurgical testing.

The tests aim to demonstrate a viable large open pit at Mulga Tank.

$Challenger Ltd (CGF.AU)$: Challenger Financial is selling its Australian real estate business to $Elanor Investors Group (ENN.AU)$ for $4200萬, to be received in new securities issued by Elanor.

The new investment management agreements between Challenger Life and Challenger's real estate third-party clients will give Elanor $34億 of funds under management in retail, office and industrial assets.

Challenger's interest in Elanor post transaction completion will be about 18 per cent of total securities on issue.

$Brambles Ltd (BXB.AU)$: UBS has increased its Brambles price target to $15.50, from $15, and maintained the "buy" rating. It currently trades at $13.66.

UBS is wagering the company will improve liquidity over fiscal 2024 and 2025. "The lack of free cash flow, especially during the current period of strong [profit and loss] growth, is one of the key outstanding issues to be resolved before confidence rebuilds in the stock," said Andre Fromyhr, an analyst at UBS.

券商相信目前的阻力——木材通脹和更換量——是暫時的。

交易除息: $Brickworks Ltd (BKW.AU)$, $Diverger Ltd (DVR.AU)$