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S&P/ASX 200: The Long And Short Of It

Published 12/06/2019, 03:33 AM
IVC
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BPT
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NCM
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BOQ
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REA
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WES
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GXY
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NAN
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ASX 200 Sector Performance

  • It’s been a volatile week for equities globally, which were initially spooked on Tuesday another negative print from ISM manufacturing report. Whilst we’ve seen a minor rebound on Trump’s reassurance that “talks are going well” the markets aren’t really ‘buying it’, so we need further clarification from China.

  • Technically, the week closed with another bearish outside week (its 2nd over 3 weeks) and twice failed to close above the prior all-time highs of 6875.50. So the market may well have topped in our view without a breakthrough in trade talks. Whilst we’d love to see a Santa’s rally, it took until the last week of December in 2018 for it to finally arrive. So let price action be your guide.
    • We can see that all sectors closed in the red this week, with consumer staples and info tech bearing the brunt. The energy index will largely take it sdirection from the conclusion of this week’s OPEC meeting early next week, so keep that in mind of trading equities within the sector. Consumer discretionary, healthcare and info tech sectors remain technically strong, although all sectors are on the back foot and to the mercy of global sentiment.
    ASX200 Performing Equities Within Performing Sectors

    These equities display trade within strong sectors whilst also showing strong, bullish trends. Whilst they don’t quite qualify for an immediate entry, they’re on our radar should they do so in future.

    Charts below exhibit technical setups of interest, but do not factor in sector or index or broader market.

    Beach Energy Chart

    Beach Energy (ASX:BPT) CFD/DFT: Despite poor returns from the energy sector this year, Beach Energy has packed a punch with an 85% return YTD. In the prior report, we had flagged it as one to monitor around the pivotal level of 2.26, as a bounce higher would have reaffirmed the support level in line with the dominant trend. Failing that, it left the potential for a 12c countertrend move. Well, it chosen the former scenario and the 100-day eMA continues to support and prices are considering a break higher.

  • Bias remains bullish above 2.25, although today’s low at 2.38 can also be used to aid with risk management if momentum if bullish on Monday.
  • Initial target is the 2.79 high.
  • Keep in mind today’s OPEC meeting can have a direct impact on the energy sector on Monday’s open.
  • Wesfarmers Chart

    Wesfarmers (ASX:WES} CFD/DFT: This is one to monitor next week to see if bullish momentum returns. The direct losses from 43 are a concern yet encouraging to see support found around 40.22-40.43. Moreover, this zone coincides with the bullish trendline from the June low, making it a pivotal level to watch.

  • Bulls can seek more evidence that a trough is being formed or consider entry if bullish momentum returns to suggest the swing low is in at 40.22.
  • A break below 40.22 invalidates the bullish bias and could be one for counter-trend traders to consider if the bullish trendline breaks.
  • Invocare Chart

    Invocare (ASX:IVC) CFD/DFT: Prices remains below the bearish trendline and, having broken through support around 13 this week, has now pulled back into this key level. Perhaps we’ll now see it turned into resistance, although traders could consider bearish setups whilst it trades below the bearish trendline and / or the 13.50 high.

    Price Action Update

    Nanosonics Ltd (ASX:NAN) CFD/DFT: There’s no denying it, this one failed having broken the wrong way out of compression (down) and straight through the bullish trendline. It remains in a strong sector so may return but, for now, has been removed from the watchlist.

    Galaxy Resources Ltd (ASX:GXY) CFD/DFT: The triple top target around 0.875 has been met and exceeded and prices are now headed for the lows around 0.815-0.830. The bearish channel remains intact, so the bias is for ran eventual break low which pave the way for 0.675. However, we urge cation around current levels as the September lows may beckon profit taking and therefore a rebound over the near-term.

    Newcrest Mining Ltd (ASX:NCM): 31.49 resistance held and, after some time oscillating sideways is now on route to the target around 28. Thursday’s bearish engulfing candle suggests bears remain I control, so the near-term bias remain bearish whilst 29.93 resistance holds.

    Rea Group Ltd (ASX:REA) CFD/DFT: The retracement on this was deeper than we’d have liked and traded above the 106 threshold we’d used to invalidate the idea, before finally falling lower. Price action is now messy so has been removed from the watchlist for now.

    Bank Of Queensland Ltd. (ASX:BOQ) CFD: This was flagged on the 8th November for a likely breakdown and it has not disappointed. After a small consolidation, prices gapped low and bears drove it beneath the 8.02 target. With no signs of mean reversion, it’s vulnerable to snapping back to its mean, so is on the backburner for now.

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