Ah_Meng
07-06
AU stock? There are quite a number for me to recommend... I will instead go for the sector first. Two themes I am interested and would highly recommend. Definitely, rates cut is in many people's mind. One potential beneficiary would be gold and silver! It's not just rates cut; the continuous falling USD exchange rate is a key factor here as well. With the passing of the silly "big beautiful" tax cut bill in US, USD will continue to suffer. Precious metals group will benefit. I recommend some small but highly potential miners, $Sun Silver Ltd(SS1.AU)$ , $Mithril Silver and Gold Ltd(MTH.AU)$ , $James Bay Minerals Ltd(JBY.AU)$ . Another sector to benefit from the US bill would definitely be defence. Trump has also been pressurizing Australia to up the defence budget. I would recommend $DRONESHIELD LTD(DRO.AU)$ , $AML3D LTD(AL3.AU)$ and Titomic (TTT.AU). Additive manufacturing and counter drones would be big winners there. Many companies make drones, but who is good at countering?
Midyear Event: Summarize Your H1 In One Word
Today marks the last trading day of the first half of the year — it's time to reflect on your investment performance over the past six months! What trades did you get right and make a profit on? What mistakes did you make that require reflection? Or were there trades where you made the right decisions but the outcome still wasn’t ideal? It’s important to properly attribute the results of your trades in order to go further on your investment journey!
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