STOXX 600 jumps. ASX Futures down 42 points

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1 STOXX 600 jumps ASX Futures down 42 points Powered by wise-owl.com

2 YESTERDAY IN THE INTERNATIONAL MARKETS Global Ticker Daily Change U.S. Stocks Reverse Yesterday s Gains; Commodities Lower U.S. stocks dropped, ending the Standard & Poor s 500 Index s threeday rally, as investors moved past the Federal Reserve s interest-rate increase and returned their focus to weakness in commodities and prospects for global growth. A stronger dollar in the wake of the Fed s move weighed on energy and raw-material shares, as crude tumbled below $35 a barrel. The S&P 500 fell 1.5 percent to 2, at 4 p.m. in New York, erasing Wednesday s post-fed gains, and paring an advance this week that previously had the gauge up 3 percent. The index slipped below its average prices during the past 50 and 200 days. Policy makers have made it clear that the pace of future rate increases will depend on progress in economic data. S&P % Dow Jones -1.43% NASDAQ -1.35% STOXX % FTSE % Dax % Crude Oil -1.66% Gold -2.40% The Stoxx Europe 600 Index climbed 1.2 percent to at the close of trading, paring earlier gains of as much as 2.3 percent.

3 THE ASX YESTERDAY IN REVIEW AUS Ticker Change ASX Surges after Fed Decision ASX investors experienced the second consecutive session of gains after the U.S. Federal Reserve announced the first interest rate hike since 2006 overnight. The ASX200 dipped below 5,000 points on Tuesday to reach a 2.5 year low before rallying on Wednesday and Thursday respectively. The benchmark index was last quoted at 5102 points, up 1.5% for the day. The FED announced that the federal funds rate will be lifted to 0.25 percent to 0.5 percent, up from zero to 0.25 percent. A move that would have spooked investors last year is now widely regarded to be positive as it highlights the strength of the world s largest economy. All sectors posted gains on Thursday. Healthcare stocks climbed 2.7%, followed by Utilities and Information technology rising 2.3% and 2.1% respectively. ASX % ALLORDS +1.42% CBA +2.02% BHP -0.93% WBC +2.29% NAB +1.97% SGR +4.24% IAG +2.08% CHC +2.21% BHP eased 0.9% after gaining more than 5% on Wednesday.

4 DAILY PRICE ACTIVITY AUSTRALIA ASX200 price action yesterday

5 UPCOMING ANNOUNCEMENTS What s coming up? 15/12/2015 IPT IMPACT MINERALS LIMITED Impact moves into 2016 well funded, with a clear drilling strategy 16/12/2015 ARRIA NLG Arria NLG - How to cut financial reporting time 16/12/2015 RESERVE BANK OF AUSTRALIA RBA 28th Australasian Finance and Banking Conference 16/12/2015 CITYFIBRE INFRASTRUCTURE HOLDINGS CityFibre - Analyst interview, finncap 17/12/2015 ABSOLUTE EQUITY PERFORMANCE FUND Absolute Equity 17/12/2015 GPH GOLDPHYRE RESOURCES LIMITED Goldphyre outlines Lake Wells strategy 17/12/2015 FBT FORBIDDEN TECHNOLOGIES Forbidden Technologies - New eva channel 18/12/2015 GNC GRAINCORP LIMITED GrainCorp 2015 Annual General Meeting 27/01/2016 EVN EVOLUTION MINING LIMITED December 2015 Quarterly Results 28/01/2016 CCP CREDIT CORP GROUP LIMITED Credit Corp Group Half Year Results 10/02/2016 BLD BORAL LIMITED Boral Half Year Results 19/02/2016 DUE DUET GROUP DUET 2016 Half Year Results Courtesy of

6 UPCOMING DIVIDENDS Tasty dividends & distributions ASX CODE COMPANY NAME EX DIVIDEND PAY DATE AMOUNT FRANKING % JHX James Hardie 21 Dec Feb AIO Asciano 23 Dec Jan BWP BWP Trust 29 Dec Feb DUE DUET 29 Dec Feb ECX Eclipx Group 29 Dec Jan EPX Ethane Pipeline 29 Dec Jan GDF Garda Diversified Property Fund 29 Dec Jan GDI GDI Property 29 Dec Feb GOZ Growthpoint Properties Australia 29 Dec Feb IMFHA BND 3M E 29 Dec Jan LEP ALE Property 29 Dec Mar MGR Mirvac Group 29 Dec Feb Courtesy of

7 WHATS HOT? WHATS NOT? RRL.asx - steaming hot TON.asx - cooling down Regis Resources increased its gold sales by 25% during FY15 resulting in NPAT of ~$87m. The strong gold price, measured in AUD terms, has helped increase margins for the low-cost producers. RRL is up nearly 53% year-to-date. Triton Minerals is now trading at the lowest level in two years. The Company is currently under pressure to raise funds as part of the announced pro-rate entitlement offer. Earlier this year TON secured a US$2bn off-take agreement with a Chinese company.

8 ECONOMIC NEWS What to look out for: No economic news for Australia

9 NEWSWORTHY This caught our attention.. Stockland DATE CODEAnnounces COMPANY Dividend and ANNOUNCEMENT Revaluates Commercial Portfolio Diversified property group Stockland (ASX:SGP) announced the estimated half year distribution for the six months to 31 December 2015 of cents, in line with previous guidance. The company also provided details about the revaluation of its commercial property portfolios. Investors who are on the record before or on 31 December 2015 will be eligible to receive the dividend. The dividend will be paid on 29 February 2016, just shortly after Stockland s half year results presentation on 10 February Read the full story here:

10 LATEST UPDATE FROM WISE-OWL SEEK Limited (SEK) CODE COMPANY Active Investor's Recommendation: SEEK ANNOUNCEMENT Limited (SEK) - BUY SEEK Limited ("SEEK", "the Company") operates a global online employment platform with a presence in 12 countries. SEEK is the market leader in online employment in Australia and also operates in NZ, South East Asia, China, Americas and Africa. SEEK's education arm comprises of its fully owned subsidiary SEEK Learning which focuses on career related education and training. SEEK is listed on the ASX under the ticker code SEK. SEEK offers profitable exposure to the international employment and education sector. We are attracted to SEEK's growth trajectory and following a correction of its share price the current valuation appears appealing. However there is no guarantee that capital expenditure will boost earnings as projected. The stock appears bullish after a technical breakout and we recommend to 'buy'. SEK is part of the Active Investor's Portfolio. ASX:SEK BUY Last Price: $14.50 Target: $15.90 Medium-Term Outlook

11 OUR VIEWS AT A GLANCE Find below a summary of Wise-owl s current market views CODE COMPANY ANNOUNCEMENT The ASX 200 is stabilising but remains in a medium-term downtrend We continue to focus on small-mid cap stocks We remain cautious on the resource sector We expect international markets to benefit from lower volatility Bullish view for European equities There are individual opportunities on the ASX 200

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