Macro Overview
Year-end trading shows ASX reflecting broad market optimism on rate cut expectations and inflation control. Global equity markets rally on synchronized growth expectations and central bank pivot toward easing. AUD/USD strengthens above 0.6950 on rate differential factors.
ASX Stocks to Watch
Santos (STO)
STO rallied on oil price stability and LNG export demand. Energy sector benefited from rate cut expectations supporting valuation multiples. At $27.50, the energy company offers yield with commodity leverage.
Aristocrat Leisure (ALL)
ALL rebounded on gaming operations recovery and international expansion progress. Digital gaming momentum accelerates with strong player retention metrics. At $62, the leisure play offers recovery continuation into 2026.
Costa Group (CGC)
CGC climbed on fresh produce demand strength and export pricing improvement. Agricultural commodity cycles support earnings momentum. At $3.65, the horticulture play offers growth exposure.
Property Signal
Year-end property prices reach annual peaks with investor sentiment bullish on rate cut cycle. New year expected to bring strong listing activity and renewed buyer competition.
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