Stephen Kench, head of Perpetual, has an optimistic outlook on equities, predicting market shifts before fruition, owing to possible interest rate reductions and inflation normalization. He espouses confidence in furniture retailer Nick Scali due to potential benefits from climbing house prices for its key clientele - aged homeowners, despite a hint of concern about retail overall.
Perpetua Resources股票討論區
In reaction to earnings/guidance:
• $康耐視(CGNX.US)$ +5.4%, $Apogee Enterprises(APOG.US)$ +1.7%
Other news:
• $Roivant Sciences(ROIV.US)$ +12.3% (files $1 bln mixed securities shelf offering)
• $Change Healthcare(CHNG.US)$ +7.5% (a federal judge ruled against the Justice Department’s antitrust challenge to $聯合健康(UNH.US)$ planned $13 billion acquisition of the company)
• $Perpetua Resources(PPTA.US)$ +6.1% (receiv...
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