Growth - Mining Services & Small Luxuries - Gold Worries!
Mining Services companies show stellar performances closely followed by small luxuries delivering strong results. In this market update Christopher Hall looks at the leading shares and themes of the past fortnight.
The smaller end of town are significantly outperforming the bigger end of town. There are Gold company worries, the alarm bells are ringing.
The leaders in Mining Services include Bradken Limited (BKN), Ausdrill Limited (ASL) and RCR Tomlinson (RCR).
In the Consumer Discretionary the performers are Domino’s Pizza Enterprises Ltd (DMP) and Aristocrat Leisure Limited (ALL).
In the Small Luxuries the best performers include Webjet Ltd (WEB), Southern Cross Media (SXL) along with several others, covered in more detail within the report.
Christopher takes a look at the ‘leading themes checklist’ and details the three key factors you need to be across and understand: Consistency, Outperformance and Volume Analysis.
Click here to download: The Leading Themes Checklist and if you have any comments or questions email firstname.lastname@example.org.
Christopher is head of equites at Spring Financial Group. Christopher has over 10 years' experience managing equities desks with thousands of retail clients and responsibility for maintaining and servicing retail and wholesale relationships.