Black Friday sales data showed resilient consumer spending with online growth exceeding 15% YoY. Global markets paused with US Thanksgiving creating thin trading conditions. Australian bond yields fell sharply on rate cut certainty, supporting equity valuations broadly.

TPG rallied on broadband customer growth and service expansion momentum. Tech infrastructure exposure benefits from digital economy trends. At $6.80, the telecommunications growth play offers optionality in rate cut environment.

QAN climbed on holiday season travel bookings and fuel price moderation. International route capacity expansion supports revenue growth. At $8.90, the airline exposure offers recovery play on normalization.

TNE gained on SaaS momentum and government sector contract wins. Recurring revenue model provides earnings stability with growth characteristics. At $12.40, the enterprise software play offers quality growth profile.

Late November property market shows buyers returning with holiday season bonuses in sight. Negotiation power shifts slightly toward buyers as inventory accumulates.

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