Australia

Sources · 7 moments

1. 1.
   Equity Mates Investing Podcast · Steve Johnson: What the market is missing about the AI boom

   Steve Johnson · Oct 5 · Listen at 30:00 ↗

   “opportunity for them to just keep showing what they have been doing over the past couple of years. I wanted to talk about a company called Motorcycle Holdings though, because I think the other big opportunity that is pretty broad out there”

2. 2.
   Stock Movers · Micron Rises, Northern Star Resources Falls, Samsung Up

   Anthony Stevens · Oct 1 · Listen at 2:48 ↗

   “transmitted to the 10 and the 30 years. So banks now face the prospect of potentially having a slower bunch of rate hikes across the DM world while still taking investment losses on the long end. And in particular, that hurts Japan and Aust”

3. 3.
   Stock Movers · Advantest Rises, HSBC Drops, S-Oil jumps

   Anthony Stevens · Oct 2 · Listen at 3:48 ↗

   “10%. We have S-Oil in Korea up 11%. And the smaller gains in the oil explorers are a big break from the recent slide. We have Inpex up 2.5% and Woodside and Santos up around 2% in Australia. So the oil sector really turning around here. But”

4. 4.
   Equity Mates Investing Podcast · Our Monthly Portfolio Update - September 2026

   René van der Velde · Oct 4 · Listen at 4:54 ↗

   “I did start the year on even weightings, but my core is becoming a little bit disjointed. 28% is now allocated to the US, 27% Asia, because Asia has had a stellar year, and then 24% Europe, 21% Australia. If I look at my satellite, uh, so t”