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.
パペチュア リソーシズに関するコメント
In reaction to earnings/guidance:
• $コグネックス(CGNX.US)$ +5.4%, $アポジー エンタープライジーズ(APOG.US)$ +1.7%
Other news:
• $ロイバント サイエンシズ(ROIV.US)$ +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 $ユナイテッドヘルス グループ(UNH.US)$ planned $13 billion acquisition of the company)
• $パペチュア リソーシズ(PPTA.US)$ +6.1% (receiv...
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