Telix
Video Games & Esports ETF
Betashares Video Games and Esports Strong conviction Buy with stop loss at $14.68
Update 17/3:
The ETF is highly international, with close to 100% exposure to international equities (primarily USA and Japan). Key holdings typically include:
- Roblox (RBLX)
- Nintendo (7974.JP)
- Electronic Arts (EA)
- Take-Two Interactive
- Bandai Namco
### Performance Summary
3-Year Return: ~ 21.3% p.a. (showing strong
1-Year Return: ~ -4.92% (as of late Feb 2026).
Soul Pattinson
Washington H. Soul Pattinson and Company Buy with a stop loss at $37.77
Update 17/3:
Brickworks Merger: In late 2025/early 2026, SOL simplified its corporate structure by merging with Brickworks (BKW) to eliminate a complex 56-year cross-shareholding arrangement. This was a massive $14 billion deal aimed at increasing transparency and unlocking value in their property and private capital portfolios.
Artificial Intelligence ETF
Global X Artificial Intelligence is likely to find buying support above $13.00.
The Global X Artificial Intelligence ETF (ASX: GXAI) tracks the Indxx Artificial Intelligence & Big Data Index. It invests in companies involved in the development and utilization of AI, as well as those providing the hardware (semiconductors) and infrastructure (big data) that power these technologies.
As of early March 2026, the fund’s top holdings represent a mix of global semiconductor leaders, software providers, and major tech platforms.
Top 10 Holdings
Samsung Electronics | 005930.KS | ~3.96% |
SK Hynix | 000660.KS | ~3.91% |
Netflix | NFLX | ~3.80% |
Cisco Systems | CSCO | ~3.39% |
Apple | AAPL | ~3.32% |
TSMC (ADR) | TSM | ~3.32% |
Broadcom | AVGO | ~3.25% |
Meta Platforms | META | ~3.19% |
NVIDIA | NVDA | ~3.08% |
Palantir Technologies | PLTR | ~3.04% |
Soul Pattinson
Washington H. Soul Pattinson and Company Buy with a stop loss at $37.77
Brickworks Merger: In late 2025/early 2026, SOL simplified its corporate structure by merging with Brickworks (BKW) to eliminate a complex 56-year cross-shareholding arrangement. This was a massive $14 billion deal aimed at increasing transparency and unlocking value in their property and private capital portfolios.
Video Games & Esports ETF
Betashares Video Games and Esports Strong conviction Buy with stop loss at $14.68
The ETF is highly international, with close to 100% exposure to international equities (primarily USA and Japan). Key holdings typically include:
- Roblox (RBLX)
- Nintendo (7974.JP)
- Electronic Arts (EA)
- Take-Two Interactive
- Bandai Namco
### Performance Summary
3-Year Return: ~ 21.3% p.a. (showing strong
1-Year Return: ~ -4.92% (as of late Feb 2026).
AMP
(ASX:AMP) Buy on the break above the 10-day average.
Watch the $1.20 Resistance: The stock needs to close and hold above $1.20 to confirm that this isn’t just a “dead cat bounce.”
Stop Loss Placement: If you enter now, a stop loss below the recent low of $1.14 would be a standard technical protection.
Key Date: Keep March 30 marked on your calendar for the CEO handover, as any initial comments from Blair Vernon will likely dictate the next major trend.
Australian Broadband
Aussie Broadband is under Algo Engine buy conditions.
ABB is transitioning from a pure residential NBN reseller to a diversified infrastructure-owning telco with significant exposure to higher-margin business and wholesale segments. The high P/E ratio indicates that the market is pricing in substantial growth from the recent AGL and Nexgen integrations. The key risk remains the competitive pricing environment of the NBN and the successful migration of newly acquired customer bases.
IAG
Insurance Australia Group is rated “hold”.
Increased buying activity in IAG.ASX over the last 10 days (approx. March 5 – March 15, 2026) is driven by a combination of corporate capital management, dividend timing, and a market reassessment of the insurance sector’s valuation.
### 1. Active $200M Share Buy-Back
The most direct cause of increased buying is IAG’s ongoing on-market share buy-back.
- Volume: Daily ASX notifications show consistent repurchasing. As of March 16, IAG reported more than 1.7 million shares had been bought back in the recent period.
- Impact: This provides a steady baseline of “forced” buying volume, supporting the share price and reducing the total supply of shares.
### 2. Interim Dividend Payment
IAG paid its 12.0 cents per share interim dividend on March 13, 2026.
- Reinvestment: Many institutional and retail investors automatically reinvest dividends back into the stock, particularly through Dividend Reinvestment Plans (DRP), which creates a concentrated spike in buying demand around the payment date.
- Yield Attraction: At current levels, the dividend yield remains a key draw for income-focused investors looking for “defensive” financial exposure.
### 3. Rebound from “AI Sell-off” (Mean Reversion)
In early March, insurance stocks (including IAG, SUN, and QBE) faced selling pressure due to fears that AI would disrupt traditional underwriting and compress margins.
- Overreaction: Over the last 10 days, market sentiment has shifted to the view that this sell-off was overdone. Analysts have highlighted that IAG was trading at a ~12% discount to its fair value (est. $8.23 vs current $7.25).
- Recovery: The stock has rallied 10.35% in the last 7 days, climbing from a low of $6.39 to approximately $7.25.
### 4. Positive FY26 Guidance Upgrades
Confidence has been bolstered by IAG’s structural growth following its RACQI acquisition.
Profitability: Management expects a reported insurance profit of $1.55 billion – $1.75 billion, signaling that premium increases are successfully offsetting claims inflation and weather-related costs.
Growth: The company recently upgraded its FY26 Gross Written Premium (GWP) growth target to approximately 10%.
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