To The Moon

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,614.10 on Friday, up 1.44% in the past 5 days. 1. $Alcoa Corp(AAI.AU)$ +14.97% Alcoa announced its intention to redeem $141 million of its high-yield 5.500% notes due in 2027 ahead of schedule . This move, funded by cash on hand, is seen as a disciplined capital management strategy that will reduce interest costs and strengthen the balance sheet. The stock's rise coincided with a recent upgrade from Zacks Research to a "Strong-Buy" rating . This positive outlook from analysts, coupled with a general "Moderate Buy" consensus and rising price targets from other firms, likely contributed to the bullish momentum. The price surge was accompanied by a significant increase in trading volume and the stock breaking through key technical resistance levels, such as its 200-day moving average . This technical breakout attracted further buying interest from traders. 2. $WISETECH IMINI(WTCJOD.AU)$ +11.04% Investors responded very positively to the appointment of Raelene Murphy as an additional independent non-executive director to the board, effective January 1, 2026. This move was seen as a strong step in strengthening the company's governance and audit oversight, which was particularly welcomed after recent regulatory scrutiny involving the company's founder. The share price was lifted by a broad rally in the technology sector. This surge was primarily fueled by rising market expectations for an interest rate cut from the US Federal Reserve. Tech stocks, which are often valued on future growth prospects, tend to perform better in a lower interest rate environment. 3. $NEWMONT CORP-CDI(NEM.AU)$ +10.64% Soaring gold prices, which reached a record above $4,100 per ounce, directly boosted Newmont's revenue and profit margins, as the company has full exposure to these spot prices. Major financial institutions issued bullish ratings and raised price targets for Newmont. For example, J.P. Morgan maintained a "Buy" rating, and Bank of America lifted its price target to $115. Growing market expectations for a Fed rate cut in December 2025 increased the attractiveness of non-yielding assets like gold, drawing more investor interest to gold miners like Newmont. 4. $BLUESCOPE STEEL LTD(BSL.AU)$ +10.52% The company was actively executing its on-market buy-back program, having repurchased a substantial number of shares. This action reflects a strong financial position and directly supports the share price by returning capital to shareholders. A report indicated that BlueScope's stock rose sharply after the U.S. government announced an increase in steel import tariffs. This policy change potentially benefits BlueScope by making its exports more competitive in the U.S. market. 5. $JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$ +10.04% The stock's rise was supported by positive analyst sentiment. A report from November 26, 2025, highlighted JHX as a key ASX share for long-term growth, reinforcing its attractive position to investors. The company reported that its acquisition of AZEK was progressing well, exceeding cost-saving targets ahead of schedule and demonstrating early commercial successes, which contributed to positive investor sentiment.