The market is up 56. The SFE Futures were up 51 this morning.
Wall St. closed up 127 overnight. The Dow index was up 156 at best and down 1 at worst and hit a 2009 high. Metals were up strongly and the oil price put on $1.09 to $78.37. Gold closed up $18 to $1199.10 and the Aussie dollar climbed to 92.49c versus 91.52c yesterday morning. Economic data came in better than expected and Japan’s central bank said it would pump more than $US1500bn into its financial systems to assist its economy.
In the news today…
- The RBA raised interest rates yesterday by 25bps for the third consecutive month. The general expectation is that it will continue to raise rates (currently at 3.75%) to 5.5% by the end of next year.
- Caltex Australia (CTX) will find out today whether the ACCC it will approve its acquisition of 302 petrol stations from Exxon Mobil. It would give it 22% of Australia’s petrol market. The stock has underperformed the market by 27.3% in the past quarter on fears it will be knocked back and increased competition from oil refiners in China and India. CTX up 3%.
- Perpetual (PPT) reiterates 1H guidance. It expects an underlying profit of between $30m-$40m. PPT down 21c to 3257c. Chinese group Sinochem released a statement yesterday saying it is doing due diligence on Nufarm (NUF) and it still wants to acquire it. It also said that it will then finalize a view on the price per share once the diligence is complete meaning the indicative price of $13 a share is not concrete. NUF down 4.2% to 1076c.
- BlueScope Steel (BSL) said it will complete construction of its second metallic coating line in Indonesia due to rising local demand. It has spent $US86m on the project and expects further capital cost of another $US40m. BSL up 4% to 293c.
- Telstra says it plans to float China’s top real estate website, SouFun, which is expected to generate a healthy profit. TLS up 3c to 347c.
- Macarthur Coal (MCC) says coal sales have recovered with steel production increasing. It plans to double production during the next 5 years. MCC up 2.6% to 939c.
- One broker has released its 2010 Market Outlook and says Australian equities are still slightly “on the cheap side of fair value” despite a 50% rise from the bottom in March. They maintain their view of the ASX 200 hitting 5300.
- Stocks hitting fresh yearly highs include: Coca-Cola Amatil (CCL), Equinox Minerals (EQN), Mount Gibson Iron (MGX), Newcrest Mining (NCM), Premier Investments (PMV), PanAust (PNA) and Resolute Mining (RSG).
The Dow Futures were down 4
Crikey is committed to hosting lively discussions. Help us keep the conversation useful, interesting and welcoming. We aim to publish comments quickly in the interest of promoting robust conversation, but we’re a small team and we deploy filters to protect against legal risk. Occasionally your comment may be held up while we review, but we’re working as fast as we can to keep the conversation rolling.
The Crikey comment section is members-only content. Please subscribe to leave a comment.
The Crikey comment section is members-only content. Please login to leave a comment.