ASX Down 0.7% at Noon: UBS Analysts Forecast Upside for Health Insurers
ASX Down 0.7% at Noon: UBS Analysts Forecast Upside for Health Insurers
According to UBS analysts, Suncorp (ASX:SUN), Hub24 (ASX:HUB), GQG Partners, and Magellan (ASX:MFG) are potential sources of upside in the upcoming reporting season. They believe that Medibank (ASX:MPL) and NIB (ASX:NHF) are likely to perform well, benefiting from low claims, solid participation, and strong non-resident trends. The insurance subsector in the Australian Financial Services is favoured by UBS due to its attractive combination of repricing, yield support, and reasonable valuations.
根據瑞銀分析師的說法，Suncorp(ASX：SUN)、Hub24(ASX：HUB)、GQG Partners和Magellan(ASX：MFG)是即將到來的財報季的潛在上行來源。他們認為Medibank(澳大利亞證券交易所股票代碼：MPL)和NIB(澳大利亞證券交易所股票代碼：NHF)可能表現良好，受益於低索賠、堅實的參與度和強勁的非居民趨勢。澳大利亞金融服務中的保險子行業因其具有吸引力的重新定價、收益率支持和合理估值的組合而受到瑞銀的青睞。
However, UBS warns that disappointment is expected from AMP (ASX:AMP), Insurance Australia Group (ASX:IAG), and Perpetual (ASX:PPT) during the reporting season.
然而，瑞銀警告說，預計AMP(ASX：AMP)、澳大利亞保險集團(ASX：IAG)和Perpetual(ASX：PPT)在財報季將令人失望。
At noon, the S&P/ASX 200 is 0.7 per cent lower at 7,398.
中午時分，S指數下跌0.7%，收於7398點。
The SPI futures are pointing to a fall of 49 points.
SPI指數期貨顯示下跌49點。
Best and worst performers
最佳和最差表現者
The best-performing sector is Information Technology, up 0.5 per cent. The worst-performing sector is Utilities, down 1.85 per cent.
表現最好的板塊是資訊技術板塊，上漲0.5%。表現最差的板塊是公用事業板塊，下跌1.85%。
The best-performing large cap is Pro Medicus (ASX:PME), trading 2.62 per cent higher at $70.83. It is followed by shares in Yancoal Australia (ASX:YAL) and NEXTDC (ASX:NXT).
表現最好的大盤股是Pro Medicus(ASX：PME)，上漲2.62%，至70.83美元。緊隨其後的是兗煤澳洲(ASX：YAL)和NEXTDC(ASX：NXT)的股票。
The worst-performing large cap is AGL Energy (ASX:AGL), trading 4.44 per cent lower at $11.735. It is followed by shares in Northern Star Resources (ASX:NST) and ALS (ASX:ALQ).
表現最差的大盤股是AGL Energy(澳交所股票代碼：AGL)，下跌4.44%，至11.735美元。緊隨其後的是北極星資源(ASX：NST)和ALS(ASX：ALQ)的股票。
Asian markets
亞洲市場
Asia-Pacific markets fell Wednesday after ratings agency Fitch cut the U.S. credit rating from AAA to AA+, citing "expected fiscal deterioration over the next three years."
亞太地區股市週三下跌，此前評級機構惠譽將美國信用評級從AAA下調至AA+，理由是“預計未來三年財政狀況惡化”。
IG market analyst Tony Sycamore said this will spark risk aversion flows, which means lower equities in Asia, as well as safe haven buying of treasuries and currencies such as the Japanese yen and Swiss franc against riskier currencies, such as the Australian and New Zealand dollars.
IG市場分析師Tony·西卡莫爾表示，這將引發避險資金流動，這意味著亞洲股市走低，以及對美國國債和日元、瑞士法郎等相對於風險較高貨幣(如澳元和紐西蘭元)的避險買入。
Japan's Nikkei 225 led losses in the region and slid 1.21%, while the Topix is also down 0.53%.
日本日經225指數在該地區領跌，下跌1.21%，東證指數也下跌0.53%。
South Korea's Kospi fell 0.64% and the Kosdaq also dipped 0.72%. The country saw its inflation rate for July come in at 2.3% — its lowest level in 25 months.
韓國綜合股價指數下跌0.64%，韓國綜合股價指數也下跌0.72%。該國7月份的通貨膨脹率為2.3%，為25個月來的最低水準。
Hong Kong's Hang Seng index shed 0.9% on its open, while mainland Chinese markets were trading close to the flatline. The Shanghai Composite slid marginally, and the Shenzhen Component was up marginally.
香港恆生指數開盤下跌0.9%，而中國內地股市接近平盤。上證綜指小幅下滑，深證成指小幅上漲。
Company news
公司新聞
Tamboran Resources (ASX:TBN) has signed four separate non-binding Letters of Intent with Origin, AGL, EnergyAustralia and Shell Energy Australia to potentially purchase gas from Tamboran's low-reservoir Beetaloo Basin gas assets for a period of up to 10 – 15 years. In response, Managing Director and CEO, Joel Riddle, said: "The initial interest from key East Coast gas buyers for the long-term purchase of Tamboran's low-reservoir CO2 Beetaloo Basin gas volumes demonstrates gas' viability and role in the energy transition in Australia." Shares are trading flat at 15 cents.
坦博蘭資源公司(澳大利亞證券交易所股票代碼：TBN)已與Origin、AGL、EnergyAustralia和殼牌能源澳大利亞公司簽署了四份獨立的非約束性意向書，可能從坦博蘭的低儲集層Beetaloo盆地天然氣資產購買天然氣，期限長達10-15年。對此，董事董事總經理兼首席執行官喬爾·裡德爾表示：“東海岸主要天然氣買家最初對長期購買坦博蘭低儲氣量的二氧化碳比塔盧盆地天然氣的興趣表明了天然氣在澳大利亞能源轉型中的可行性和作用。”股票交易持平於15美分。
Tamboran Resources (ASX:SYA; OTCQB:SYAXF) announced the first commercial shipment of spodumene concentrate from the North American Lithium operation in Québec, Canada. In response, Sayona's Managing Director, Brett Lynch commented: "We are particularly pleased to make this first shipment in less than two years since NAL's acquisition in August 2021, reflecting the team's strong execution capabilities and commitment." Shares are trading 1.61 per cent higher at 16 cents.
坦博蘭資源公司(澳大利亞證券交易所股票代碼：SYA；場外交易市場股票代碼：SYAXF)宣佈，位於加拿大QuéBEC的北美鋰精礦工廠的第一批鋰輝石精礦商業發貨。對此，Sayona的董事董事總經理佈雷特·林奇表示：“我們特別高興能在2021年8月NAL被收購後不到兩年的時間裡完成這批貨物的交付，這體現了該團隊強大的執行能力和承諾。”該公司股價上漲1.61%，至16美分。
BCAL Diagnostics (ASX: BDX) has received breakthrough results from their Precion US study. The Precion result enables blood samples to be analysed in many commercial laboratories worldwide fast tracking market access and penetration. In response, Jayne Shaw, Executive Chair of BCAL commented "We will continue to work closely with leading scientists and doctors as our science team further optimises the test to make it more cost-effective when it is launched as a patient friendly blood test for detecting breast cancer". Shares are trading 68.8 per cent higher at 13.5 cents.
BCal診斷公司(ASX：BDX)從他們的Precion美國研究中獲得了突破性的結果。Precion的結果使血樣能夠在世界各地的許多商業實驗室進行分析，快速跟蹤市場準入和滲透率。對此，BCal執行主席Jayne Shaw表示：“我們將繼續與頂尖的科學家和醫生密切合作，因為我們的科學團隊將進一步優化這項測試，使其作為一種患者友好的乳腺癌檢測血液測試推出時更具成本效益。”該公司股價上漲68.8%，至13.5美分。
Nova Eye Medical (ASX:EYE) announced that following the US launch of iTrack, total USA sales in the three months to 31 July 2023 were approx. US$2.2 million, up 32% on the prior corresponding period. In response, Managing Director, Tom Spurling, commented: "We will continue to reactivate inactive customer accounts before turning our focus to win new customer accounts in the remainder of the calendar year." Shares are trading 12 per cent higher at 28 cents.
Nova Eye Medical(澳大利亞證券交易所股票代碼：EYE)宣佈，在美國推出iTrack後，截至2023年7月31日的三個月，美國的總銷售額約為300萬美元。220萬美元，同比增長32%。對此，董事總經理湯姆·斯普林表示：“我們將繼續重新啟動非活躍客戶賬戶，然後再將重點轉向在今年剩餘時間裡贏得新客戶。”該公司股價上漲12%，至28美分。
Commodities and the dollar
大宗商品與美元
Gold is trading at US$1985.70 an ounce.
黃金的交易價格為每盎司1985.70美元。
Iron ore is 0.5 per cent lower at US$109.55 a tonne.
鐵礦石價格下跌0.5%，至每噸109.55美元。
Iron ore futures are pointing to a 0.4 per cent fall.
鐵礦石期貨價格將下跌0.4%。
One Australian dollar is buying 66.17 US cents.
1澳元兌66.17美分。
譯文內容由第三人軟體翻譯。