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
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