The Coppo Report

Coppo: 8 charts on May seasonal strength and weakness

Richard Coppleson

With bank reporting kicking off as we enter the seasonally weak month of May, I’ve looked at data back to 2000 to highlight some of the best and worst sectors. ANZ and WBC are stand out underperformers and there’s one sector that shows up as seasonally strong. Show More

Coppo: Buyers are sniffing around Blackmores

Bell Potter

Blackmores {120.76 4.19 3.47%} went ex-dividend today $2.10 & traded to a low of $112.53 -$4.04 or -3.4%, but then bounced immediately (in fact all the way back to $118.48 +$5.95 or +5.3% … But then came off its high in arvo. That move is telling you the buyers are... Show More

Increased risk that Chinese tourism will slow

Bell Potter

In 2015 we saw a 22% increase in the number of Chinese tourist arrivals to Australia (to just over 1 million arrivals for the year, up 50% since 2011. With the Chinese economy seemingly finding a bottom, concerns over a depreciation of their currency fading, house prices rising and the... Show More

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This is why the ASX 200 will be down in June

Bell Potter

Tax loss selling. Today I look at the 'index impact' and how this time the whole market will be smacked because so many big cap stocks will get hit. This comes as investors crystalize capital losses before the end of the Australian tax year, which ends on the 30th June.... Show More

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Daily market volatility highest in 7 years

Bell Potter

In this excerpt from The Coppo Report, Richard Coppleson discusses the unusual volatility seen in markets this year. “In 2016 – so far – we have seen the market up or down 1% on 37 days out of 76 trading days – that’s running at a whopping 50%.” This level... Show More

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Coppo: US vulnerable as buybacks dry up

Bell Potter

Richard Coppleson says the US equity market could be vulnerable to a sell off as companies are forced to pause record levels of buybacks. “With US reporting season about to begin, US corporates must cease any share buybacks for the next 6 weeks. The chart shows, that US equity flows... Show More

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