the call: Tuesday 20 October

Both analysts favor rate-sensitive names (Aspen, Generation Development, Hello World) over commodity and consumer plays hit by downgrades (Beach, IGO, Select Harvests, Endeavour).

• BHP double hold: Stock-of-the-day BHP fell below $60 (-2% on the day) after copper output dropped 19% to 401,700 tonnes in Q1 FY27 despite record WA iron ore; full-year guidance maintained, both panellists call it a hold.
• ASX and Endeavour both sold: Both experts sell ASX Ltd, saying volatility-driven trading volumes are 'as good as it gets' and will mean-revert; both also double-sell Endeavour Group after EBIT/NPAT fell 15% amid price-cutting and weak alcohol demand.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.