Shaw and Partners releases the September Quarter 2023 edition of the Research Monitor News06 Jul 2023

Shaw and Partners has released the September Quarter 2023 edition of the Research Monitor.

 

INSIDE THIS ISSUE

  • Q2 2023 Performance. The best performing Australian equity sector was Software & Services, up 19.4%, including dividends.
  • Australia’s Housing Crisis: Australia has an estimated residential population of 26 million people that is growing at over 2% per annum.
  • Tactical Asset Allocation: What is it and how can it help you?
  • Uranium Sector: Uranium markets are entering the next phase of the post-Fukushima recovery.
  • Transport, Freight, Logistics: Driving Australia’s Economy.
  • Lithium Price Rebound: The Tesla Model 3 is the third-highest-selling vehicle in Australia of any variety.
  • Pharmaceuticals Wholesaling Industry: The average Australian visits a pharmacy 14 times per year.
  • Software and Technology: Talkin’ ‘Bout an (AI) Revolution
  • EFG Mid-year Review: Top 10 Themes
  • Shaw and Partners Model Portfolio

Stock recommendations: S&P/ ASX 100 Large Caps: AGL Limited (AGL); Altium® (ALU); CSL Limited (CSL); Metcash Group (MTS); QBE Insurance Group (QBE); Pilbara Minerals Limited (PLS); Santos Ltd (STO); Treasury Wine Estates (TWE). S&P/ASX Emerging Companies: Audinate (AD8); Global Lithium Resources (GL1); Infomedia (IFM); Paladin Energy (PDN); Peninsula Energy (PEN); Sigma Healthcare Ltd (SIG).

To receive a copy of the September Quarter 2023 edition, speak to your Shaw and Partners Adviser or contact us via email

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