Any Shares Likely to Be Effected by Iran Situation?

Just wondering what people think will happen when the ASX opens tomorrow?

Thinking of placing a few 10 - 15% down , buy orders.

Any areas that will be most effected, take a while to recover?

Ie. Is it good or bad for ASX oil stocks?

Comments

Search through all the comments in this post.
  • +37

    Shares for companies that produce rockets will be up

  • +24

    Next Warren buffet here.

    • Greg Abel?

      • Aun-Abel

    • +1

      When it rains gold.. get ya buckets out, not thimbles…

      WB - slightly tweaked

  • +15

    If you hadn't bought ALREADY for such events you're going to be pissing away money kidding yourself you can purchase your tiny parcels before the market can react.

    • +4

      Being the weekend markets are closed, so yeah you aren't going to get much a jumpstart over anyone else.

      • Exactly, a bit unique in you could set a low buy order that might get fulfilled on Monday with some selling.

    • +17

      This is exactly why all congressmen (and politicians), their immediate family and associates should be explicitly made to have their trades public the instant they make it.

      You cannot stop insider trading, but i think insider trading is only profitable if there's time to do the arbitrage. And insider trading allows information to flow out more efficiently into the market (and that's a good thing because it increases efficiency of the market).

      Making these people with access to insider information have their trades public (and instantly) makes it possible to allow market efficiencies, as well as prevent wanton arbitrage - like they could today apparently.

      • Better to be before they trade rather than after as their trade moves the market

      • +2

        Nope. They should only be able to invest in whole market indexes. No ability to invest in specific companies or select sectors/basket of companies. Either they work on rising that tide for all boats or they can GTFO.

      • Indeed…but 'society' functions by shafting the little guy.

  • +49

    They might be affected but they won't be effected

    • +2

      Thank you.

    • +6

      The hero we all needed

      • You mean "Gramma is a still and old lady!"

        • Dang it.. the and was an autocorrect.

          I did notice the original gramma police didn't use a full stop.

          5 grammatical issues in 8 posts about bad gramma. Make of that what you will….

          • +1

            @tunzafun001: The original gramma was corrected in a light hearted almost clever way.

            It certainly wasn’t condescending, judgmental, or rude.

    • -1

      The primary concern for investors remains the 21-mile chokepoint of the Strait, which handles 20% of the world’s oil and 25% of global LNG.

      That's (part of the reason) why the yanks invdaded Venezuela first, to secure alternative oil sources.

      • -2

        Dang that does make sense. Increase supply on one end with war before constraining it on the other with more war.

        • -1

          It's a toss up weather Mexico or Cuba is next.

    • +2

      Gemini?

      Oh, I could have used Gemini myself if I wanted this perspective.

      Got it.

      • It might have given you a different perspective

  • +5

    Thinking of placing a few 10 - 15% down , buy orders.

    Probably too late

    Buy on the rumour, sell on the news.

    • -8

      I'm not looking for a quick flip.

      Just cheap buys with any dips/margin calls Monday morning.

      Happy to hold for a while. So I guess high dividend.

      Anything around oil / energy should have downward pressure.

      So I guess, what's a decent long term dividend stock that is likely to experience short term downward pressure?

      • +6

        You seriously think that on a Sunday you can outsmart the market for news that broke on a Friday night?

        • Interesting that the US bombing of Iran in June was also a weekend).

          But yes…I guess there will be a plethora of sell and buy orders already in the system.

          But definitely haven't missed out entirely yet.

          Let's say Qantas drop 6%. Should get a buy order through at say 4%. Just a bit late to get an absolute steal…but you never know.

          Costs nothing to put an order in.

          *Qantas pricing drop should reflect it's higher operating costs and therefore reduced dividend.

          I guess the question is .. are these "high risk assets" worth offloading with this conflict?

          • +1

            @tunzafun001:

            *Qantas pricing drop should reflect it's higher operating costs and therefore reduced dividend.

            A Qantas price drop is likely driven from disruption to being able to generate revenue from major airports being closed.

            Higher operating costs would be secondary. More likely a medium term thing is the conflict and protracted. I assume you are only thinking about the potential cost spike in aviation fuel.

      • Yep. You havent missed anything yet.

        There is no need to have any orders in yet, just wait until later this morning, or this arvo and pickup spme cheapies then

        I am looking at Virgin if it falls below $3.00, wtih an easy 10-20% upside after

        Maybe some smaller bank shares if there is a slide, but i dont think there will be

        Have transferred a few $ into my account in anticipation:)

        My gold shares which I got 8 months ago at their low have gone up 100% already and maybe another 10% up today

        • +1

          How's that virgin drop going?

          • +1

            @TheFreaK: Your on the ball, was watching it go down 3% to 3.04 and was close to hitting buy, then its nearly the only travel related company to go up 4.5% for the day

            So 3.14 Friday down to 3.05 at 10am and sitting on 3.28 now 😞

            • @Coops1: How high can a dead cat bounce?

              • @tenpercent: There was no dead cat event today so it couldnt bounce. Fairly stable ups and downs with minimal losses

      • +1

        downward pressure on oil due to constrained supply?

        I suggest you stick with ETFs.

  • +6

    Gold
    Head to Michael Hill and goldmark and buy buy buy
    this general advice and not personal advice. please see a financial advisor for financial advice tailored to ur circumstances

    • +1

      This is ozbargain. We want advise here.

      • +1

        Advice even

  • Wait till trading opens tomorrow

      • Absolute no need, just need to wait and see what happens and then be choosy and shrood. There will be such a range of buy and sell orders that it will be filled at a price your happy with. I dont buy otherwise

  • -1

    Think you’d be shorting? Severe black swan event. Goodbye $1.60 petrol on Gold Coast :(

    • -2

      I don't think it's a Black Swann.

      I'll call it a Trump Bump…

      Will be like nothing ever happened in 2 weeks.

      10% on the short, 10% on the recovery…happy days.

      Remember Greenland…feels like years ago already.

    • +1

      Well… just saw the news. It's definitely growing in size.

    • Goodbye $1.48 petrol in Perth

  • +1

    I know Saffron basically comes mostly from Iran. I'm not sure how that will impact the markets as that stuff is already expensive.

  • -2

    A bit off topic, where to watch full live streaming of the situations? Already dead they said.

  • -2

    Any Shares Likely to Be Effected by Iran Situation?

    It'll be a blood bath this week.

    • They say never waste a crisis. ASX is all time high and begging for a correction.

      Iran / US in 2025 didn't do much (0.68% change back then on the ASX 200).

    • Very distasteful. Real, innocent, civilian human beings are being killed.

      • -3

        It is disgusting. Humans are the most horrific species on the planet.

        I can't control that..and I guarantee those with the fingers on the bombs have this in mind.

      • -1

        hopefully it will be a slow down in deaths as the regime had been cracking down on any form of opposition and had killed 30000 people since last october. remember in 2004 the girl killed for singing and dancing and around 2011 for not wearing a hijab…

        but yes the US hasnt a good track record of cleaning up their messes

      • Very distasteful. Real, innocent, civilian human beings are being killed.

        You can take it that way, but that is how the share market is talked about when it has a bad day.

  • Get on Tiger and gets some of the US war mongers shares:
    LMT Lockheed Martin Corporation
    HWM Howmet Aerospace Inc.
    NOC Northrop Grumman Corporation
    GD General Dynamics Corporation

    I have been holding SIF, ATRO, RTX and BA for the last 3 months and also collected over 200kg of silver ;)

    • I would think these are shares you would be looking to offload in this situation? The ole buy the rumour …and we are up to the sell the news bit?

      I'm just looking for a few good ole fashion decent dividend shares while they are cheaper (hasn't happened since the orange man waved a tarrif sign).

      Nice work on the silver. My mate who has no clue on investing has some silver bars he bought 20 years ago… because they looked cool.

  • -3

    I had to ask google what happens when the price of oil increases to the stock market, and a link suggested that it will 'create more uncertainty, which negatively impacts corporate investments (Rahman & Serletis, 2011) thereby affecting stock prices. Therefore, an increase in oil prices is expected to have, in general, a negative impact on stock prices'.

    When I asked what stocks historically are hit, airlines, followed by transport and logistics and then industrials and manufacturing.

    My prediction is therefore airline stocks may fall ( not financial advice, purely speculation on my part )

    I asked chatGPT a hypothetical situation based on a linguistic prediction by Clif High where an israeli air strike in Iran released nuclear fallover over the Middle East…

    📉 1. Hypothetical: Nuclear Fallout Across the Middle East

    If a strike on a site in Iran accidentally released widespread nuclear radioactive material:

    🌍 Immediate Market Impact

    Global stock markets would likely plunge sharply at first.

    • Investors typically react to uncertainty by selling risk assets like stocks.
    • Safe-haven assets such as gold, the US Dollar, and government bonds typically rise.

    Regional markets (Middle East, Europe, Asia) could be more negatively impacted than U.S. markets because of:

    • direct economic disruption
    • geopolitical risk premium
    • possible humanitarian impact

    Oil & Commodity Prices:

    • With the Middle East being a major oil producer, oil prices would likely spike significantly.
    • Higher energy prices can feed into inflation and depress economic growth.
    • Specific Sector Moves You Might See:
    • Defense stocks may rise.
    • Energy stocks may rise on oil price spikes.
    • Travel & airline stocks would likely fall sharply.
    • Insurance stocks might drop due to catastrophic exposure.

    Volatility would surge across equity markets, and indices could be down 5-10% or more initially depending on severity (this is a general expectation, not a precise forecast).

    📊 Short-Term vs. Long-Term

    Short-term: large initial sell-off and volatility spike.

    Medium/Long-term: markets often partially recover once more clarity emerges (even severe geopolitical events historically have limited long-lasting effects on broad indices over 6-12 months).

    Interesting times ahead regardless.

    • -1

      Sounds right. Some short term fall, quick recovery.

      Currently have an oil surplus, but no idea how long that will hold out for the Qantas's etc of the world. My mate works in petrochemicals, and he couldn't give AvGas away during covid.

      But yes…always interesting times.

    • We can use AI by ourselves.

      • It's better for the environment and for hardware prices that only one of us does it and then shares the output.

  • +2

    🤣🤣🤣🤣🤣

  • Be prepared for your superannuation balance to go down over the next few days or weeks.

  • +4

    My guess - oil up, gold up, grocery retailers up, armaments manufacturers up, airlines down,

    • +2

      Pretty good guess

      oil up: Ampol +3.44%
      gold up: Northern Star Resources +3.96%
      grocery retailers up: Coles +4.52%
      armaments manufacturers up: Droneshield +12.43%
      airlines down: Qantas -6.18%

      • Huge movements as I thought.

        People think "it's only 5%"

        Try and get 5% in one day anywhere else…which can be on sold/ rebought at another 5% on the other side.

      • I would have thought that airlines (such as Qantas & Singapore Airlines) without hubs in the Middle East that fly to Europe would do well rorting people who need to get to UK/Europe and have had cancelled flights (or just prefer not to have transits in the Middle East).
        Of course I'm not saying that Qantas will extort customers with big airfare increases, but…..

  • +1

    My ARMR etf will likely continue to do well

    I'm guessing EOS will be heading up also, anti-drone warfare and all

  • +3

    Honestly you seem to have a very poor understanding of markets, the risk involved and the best strategy going ahead. You're just gambling.

    I would avoid investing at all into specific stocks as you'll likely lose money. ETFs would give you much better returns on average with significantly less risk.

    • Yes. Even the well informed on this forum are no match for the switched-on market professionals in this situation, and those smarties themselves will be well behind anyone who had inside information on the timing of the strike. Most of us need to stick with a broad investment strategy and ride it down (and later ride it up).

  • Nothingburger. Oil is the only asset making an outsized move. Only people panicking are the ones that get their news from tiktok.

  • +4

    Unless you're in the Trump and Yahoo whatsapp chat group, you're just mucking around with a crystal ball.

    • What's Nancy Pelosi betting on? (Is the X channel still down?)

    • The good bit is trump is on the news every 5 mins keeping us in the loop.
      Won't get in at his level .. but can get the 5% scraps + dividend+ 5% on the upsell..

      Something like 4000% if annualised.

      Imagine Trump's numbers!

  • +2

    I'm feeling good about pumpkin futures - expected to peak right around January…

Login or Join to leave a comment