Red Leaf Securities

🌏 Overnight Markets Snapshot 🇺🇸 US mixed $DJIA -0.31% | $SPX +0.29% | $NDAQ +0.89% 🇪🇺 Europe higher $FTSE -0.14% | $DAX +1.41% | $CAC +0.53% 🇦🇺 SPI Futures -19pts (-0.23%) #ASX #ASX200 #AusBiz #TradingDay

📊 Red Leaf Market Wrap – 1 May 2026 Small Cap Movers 🔺 $LTR +12.3% (CEO update) 🔺 $IPX +9.8% 🔺 $NXG +6.3% 🔺 $GDG +4.3% 🔻 $SDR −2.6% Sentiment lifted on strong US lead, but oil + geopolitics remain key risks. #ASX #SmallCaps #Markets

📊 Red Leaf Market Wrap – 1 May 2026 ASX 200 +0.74% to 8,729 — snapping an 8-day losing streak, best session in 4 weeks. All sectors green. 🔺 $LTR +12.3% (CEO update) 🔺 $ASX +5.1% (CEO appointment) 🔺 $COH +4.4% 🔻 $RMD −3.5% (soft result) 🔻 $ANZ −2.8% (rev miss, profit beat) 🔻 $SDR −2.6% Sentiment lifted on strong US lead, but oil + geopolitics remain key risks. #ASX #Stocks #Markets $XJO

📊 Red Leaf Market Wrap – 1 May 2026 ASX 200 +0.74% to 8,729 — snapping an 8-day losing streak, best session in 4 weeks. All sectors green. 🔺 $LTR +12.3% (CEO update) 🔺 $IPX +9.8% 🔺 $NXG +6.3% 🔻 $RMD −3.5% (soft result) 🔻 $ANZ −2.8% (rev miss, profit beat) 🔻 $SDR −2.6% Sentiment lifted on strong US lead, but oil + geopolitics remain key risks. Read more: mailchi.mp/redleafequitie… #ASX #Stocks #Markets $XJO

Leaf Market Wrap 1st May 2026 📊 - mailchi.mp/redleafequitie…

🌅 Red Leaf Morning Wrap – 1st May 2026 📊 US equities surged, with the Dow +1.6%, S&P 500 +1.0% and Nasdaq +0.9%, capping a strong month driven by tech strength and risk-on sentiment. 🦘 ASX 200 SPI futures point to a strong open, up ~133 pts (+1.5%) 🛢 Gold +1.7% | Copper firmer | Oil eases from highs 💹 Bitcoin steady in the mid-$70K range 📌 Strong global risk tone set to carry into the ASX open Full wrap 👇 mailchi.mp/redleafequitie… #ASX #ausbiz #stocks #markets #tradingday #investing

📊 Markets Overnight 🇺🇸 $DJIA +1.62% 🇺🇸 $SPX +1.02% 🇺🇸 $NDAQ +0.89% 🇬🇧 $FTSE +1.62% 🇩🇪 $DAX +1.41% 🇫🇷 $CAC +0.53% 📈 SPI Futures pointing higher #ASX #ASXNews #ausbiz #tradingday

📊 Leaf Market Wrap – 30 April 2026 ASX200 −0.24% to 8,665, extending losses to 8 straight sessions (longest since 2018). Oil strength continues to drive sentiment as Hormuz disruption persists. 🌟 Small Cap / Ex-Index Movers: $LOT −34.04% | $APX −27.42% | $FDR −19.49% $FTI −18.07% | $14D −16.67% | $AUZ +17.39% #ASX #ASX200 #SmallCaps #Markets #Equities

📊 Leaf Market Wrap – 30 April 2026 ASX200 −0.24% to 8,665, extending losses to 8 straight sessions (longest since 2018). Oil strength continues to drive sentiment as Hormuzdisruption persists. 🔻 Decliners: $WGX −9.32% | $DYL −9.16% | $SLX −9.14% 🔺 Gainers: $ASX +5.10% | $COH +4.44% | $GDG +4.30% 🌟 Ex-Index Movers: $LOT −34.04% | $APX −27.42% | $FDR −19.49% $FTI −18.07% | $14D −16.67% | $AUZ +17.39% #ASX #ASX200 #Markets $XJO

📊 Leaf Market Wrap – 30 April 2026 ASX200 −0.24% to 8,665, extending losses to 8 straight sessions (longest since 2018). Oil strength continues to drive sentiment as Hormuz disruption persists. 🔻 Decliners: $WGX −9.32% | $DYL −9.16% | $SLX −9.14% 🔺 Gainers: $ASX +5.10% | $COH +4.44% | $GDG +4.30% 🌟 Ex-Index Movers: $LOT −34.04% | $APX −27.42% | $FDR −19.49% $FTI −18.07% | $14D −16.67% | $AUZ +17.39% 🎙️ Podcast: Dr Stuart Gunzburg (EVE Health) — Libbo®, Dyspro™, telehealth & risks 📩 Full report: mailchi.mp/redleafequitie… #ASX #ASX200 #ausbiz #tradingday $XJO

Leaf Market Wrap 30th April 2026 📊 - mailchi.mp/redleafequitie…

🌅 Red Leaf Morning – 30 Apr 2026 📊 US: Dow -0.6% | S&P 500 flat | Nasdaq +0.1% as markets digest mega-cap tech earnings risk & Fed uncertainty. META -5% AH on higher AI capex. 🦘 SPI -50 to -60pts (-0.6% to -0.8%) → softer ASX 200 open 🛢️ Oil 🔥 higher | 🥇 Gold ↓ | 🏭 Copper ↓ | ₿ BTC ~US$77k (+1–2%) 📌 Stocks to Watch (ASX) $SUL: Boardroom changes across CFO & key retail brands $SM1: CFO resignation + FY26 guidance still withdrawn 📊 Full report: mailchi.mp/redleafequitie… #ASX #markets #ausbiz #tradingday

Overnight Markets 🌏📉 🇺🇸 $DJIA -0.57% | $SPX -0.04% | $NDAQ +0.04% 🇪🇺 $FTSE +1.16% | $DAX +0.27% | $CAC +0.39% 🇦🇺 SPI Futures -57pts (-0.66%) US mixed, Europe firmer, ASX set for a softer open. #ASX #ASXNews #ausbiz #tradingday

Leaf Market Wrap – 29 April 2026 📊📉 ASX200 🇦🇺 -0.27% to 8,687, extending a 7-session losing streak as oil remains elevated and inflation prints slightly softer than expected. 🌟 Small Caps Movers 🔻 $GEM -31% | restructure-driven sell-off (centres, workforce, cost-out plan) 🔻 $LSR -17.9% | drift despite visible copper sulphides, assays pending 🔻 $AUZ -11.5% | no fresh catalysts 🔺 $EPM +33% 🚀 | Greenland REE resource upgrade (208Mt @ 0.72% TREO) 🔺 $OML +33% 💰 | $754m unsolicited takeover bid (PEP) 🔺 $PKY +27% 🤖 | acquisition of Chipforge, AI semiconductor exposure ⚡ Macro: risk appetite remains fragile, energy and geopolitics still dictating tone #ASX #SmallCaps #ASXStocks #MarketWrap $XJO

Leaf Market Wrap – 29 April 2026 📊📉 ASX200 🇦🇺 -0.27% to 8,687, extending a 7-session losing streak as oil stays elevated and inflation prints slightly softer than expected. 🔻 $4DX -10% | flow-driven weakness post index inclusion 🔻 $IEL -5.9% | softer session in growth names 🔺 $CDA +15% 🚀 | FY26 EBIT upgrade (~$235m) 🔺 $LYC +5.2% | firmer in resources sentiment 🔺 $NIC +4.4% | post quarterly strength ⚡ Macro: oil bid, geopolitics driving risk sentiment, rates still in focus #ASX #ASX200 #MarketWrap #Equities $XJO

Leaf Market Wrap – 29 April 2026 📊📉 ASX200 🇦🇺 -0.27% to 8,687, extending a 7-session losing streak as oil stays elevated and inflation prints slightly softer than expected. 🔻 $4DX -10% | flow-driven weakness post index inclusion 🔻 $IEL -5.9% | softer session across growth names 🔺 $CDA +15% 🚀 | FY26 guidance upgrade (EBIT ~$235m) 🔺 $LYC +5.2% | firmer rare earths sentiment 🔺 $NIC +4.4% | post quarterly update strength ⚡ Macro: oil remains bid, geopolitics driving sentiment, markets still repricing rate expectations #ASX #ASX200 #MarketWrap #Equities #Investing $XJO

Leaf Market Wrap – 29 April 2026 📊📉 ASX200 🇦🇺 -0.27% to 8,687, extending a 7-session losing streak as oil stays elevated and inflation prints softer than expected. 🔻 $4DX -10% | flow-driven weakness 🔻 $GEM -31% | restructure shock 🔻 $IEL -5.9% 🔺 $CDA +15% 🚀 | FY26 upgrade (EBIT ~$235m) 🔺 $EPM +33% 🌍 | Greenland REE resource boost 🔺 $OML +33% 💰 | $754m takeover bid from PEP 🔺 $PKY +27% 🤖 | AI hardware acquisition ⚡ Macro: oil bid, geopolitics tense, rate path still uncertain Full wrap 👇 mailchi.mp/redleafequitie… #ASX #MarketWrap #Stocks #Investing #ausbiz $XJO

Leaf Market Wrap 29th April 2026 📊 - mailchi.mp/redleafequitie…

🚨 NEW PODCAST EPISODE 🚨 We’re joined by Dr Stuart Gunzburg, CSO & Executive Director of EVE Health Group (EVE) 🧪📊 We break down: 🧬 The science & commercial strategy behind Libbo® and Dyspro™ 💊 What drives (and limits) clinical adoption in competitive prescribing markets ⚖️ Key regulatory + execution risks investors need to watch 📡 How telehealth is reshaping pharma route-to-market models 📈 What it takes for EVE to scale from early-stage biotech → commercial business ▶️ YouTube: youtu.be/n7Y9vv7tr6M?si… 🎧 Spotify: open.spotify.com/episode/02IALd… ⚠️ Disclaimer: Red Leaf Securities has a corporate mandate with EVE Health Group and may hold/trade securities. $EVE @evehealthgroup #asx #ausbiz #tradingday

🌅 Red Leaf Morning Wrap – 29th April 2026 📊 🔗 mailchi.mp/redleafequitie… 🇺🇸 US: S&P 500 -0.49% | Nasdaq -0.90% | Dow -0.05% (tech-led weakness) 🦘 SPI Futures -45pts (-0.52%) → softer open for $ASX200 🛢 Gold -0.5% | Oil +1.0–1.5% | Copper -0.8–1.2% 💹 Bitcoin ~US$76–77K (-~1%) 📌 $ANZ acquires Worldline JV stake for $89m EV (~$30m equity), CET1 impact ~6bps #ASX #ASX200 #ausbiz #markets