Shyon
03-20 09:01
I’m leaning slightly bullish on  $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ — expecting it to close up, supported by “higher for longer” rates boosting net interest margins, though upside may stay limited due to domestic slowdown concerns. I’ll be watching intraday bond yield moves closely as a key driver.

My ASX watchlist is $BHP GROUP LTD(BHP.AU)$ , $WOODSIDE ENERGY GROUP LTD(WDS.AU)$ , and $XERO LTD(XRO.AU)$ , using a barbell approach: overweight commodities for oil-driven cash flow, with a smaller position in tech for potential rebound.

Overall, I’m focusing on financials + resources, favoring cash-generative, macro-levered names while staying cautious on rate-sensitive tech.

@ASX_Stars @TigerStars @Tiger_comments @TigerClub

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment