3 ASX Mining And Finance Stocks Built For Higher Bond Yields

Simply Wall St.08-24 15:30

Global bond yields have moved higher in several major markets, which puts more attention on companies that rely less on cheap borrowing and more on internal strength. When funding costs are uncertain,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2661922731?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136","is_english":true,"pubTime":"2026-08-24 15:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2661922731","market":"hk","top_or_hot":-1,"title":"3 ASX Mining And Finance Stocks Built For Higher Bond Yields","media":"Simply Wall St.","content":"<div>\n<p>Global bond yields have moved higher in several major markets, which puts more attention on companies that rely less on cheap borrowing and more on internal strength. When funding costs are uncertain,...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/3-asx-mining-and-finance-stocks-built-for-higher-bond-yields\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 ASX Mining And Finance Stocks Built For Higher Bond Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 ASX Mining And Finance Stocks Built For Higher Bond Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-24 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/3-asx-mining-and-finance-stocks-built-for-higher-bond-yields><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global bond yields have moved higher in several major markets, which puts more attention on companies that rely less on cheap borrowing and more on internal strength. When funding costs are uncertain,...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/3-asx-mining-and-finance-stocks-built-for-higher-bond-yields\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UYM","symbol_name":"基础材料指数ETF-ProShares两倍做多","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/3-asx-mining-and-finance-stocks-built-for-higher-bond-yields","article_id":"2661922731","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2053000-choice2-main-header/1585186554136"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-obm/ora-banda-mining-shares/news/3-asx-mining-and-finance-stocks-built-for-higher-bond-yields","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2661922731","pubTimestamp":1787556635,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Global bond yields have moved higher in several major markets, which puts more attention on companies that rely less on cheap borrowing and more on internal strength. When funding costs are uncertain, stocks with high return on equity, resilient past performance and solid balance sheets can look especially appealing. This article highlights three stocks from the Solid Balance Sheet and Fundamentals screener that show these qualities.\nThe three stocks covered below are just a starting sample,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"UYM":"基础材料指数ETF-ProShares两倍做多","TLT":"20+年以上美国国债ETF-iShares","BK4535":"淡马锡持仓","VFQY":"Vanguard U.S. Quality Factor ETF","BK7506":"金矿股","XME":"金属与采矿指数ETF-SPDR","BK4588":"碎股","PPI":"AXS Astoria Real Assets ETF","OBM.AU":"ORA BANDA MINING LTD","TMF":"3倍做多20年期以上国债ETF-Direxion","QUAL":"iShares MSCI USA Quality Factor ETF","BK7062":"资产管理与托管银行","SPHQ":"Invesco S&P 500 Quality ETF","RSG.AU":"RESOLUTE MINING LIMITED","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","BK4570":"地缘局势概念股","GQG.AU":"GQG Partners Inc","BK4585":"ETF&股票定投概念","FQAL":"Fidelity Quality Factor ETF","BK7104":"黄金"},"translate_title":"3 只澳大利亚证券交易所矿业和金融股旨在提高债券收益率","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TLTW":0.6,"GQG.AU":1,"US12M.BOND":1.5,"VFQY":0.64,"US30Y.BOND":1.5,"US7Y.BOND":1.5,"FQAL":0.64,"RSG.AU":1,"US6M.BOND":1.5,"UYM":0.64,"US5Y.BOND":1.5,"XME":0.73,"US10Y.BOND":1.5,"US3Y.BOND":1.5,"OBM.AU":1,"US2Y.BOND":1.5,"PPI":0.64,"QUAL":0.64,"TMF":0.6,"TLT":0.6,"SPHQ":0.9},"content_text":"Global bond yields have moved higher in several major markets, which puts more attention on companies that rely less on cheap borrowing and more on internal strength. When funding costs are uncertain, stocks with high return on equity, resilient past performance and solid balance sheets can look especially appealing. This article highlights three stocks from the Solid Balance Sheet and Fundamentals screener that show these qualities. The three stocks covered below are just a starting sample, and the full screen surfaced 18 more companies with similarly compelling combinations of return on equity, past performance and balance sheet strength that are not covered here. If you want to go straight to the source and identify your own highest conviction ideas, head into the Solid Balance Sheet and Fundamentals screener. AdvertisementOra Banda Mining (ASX:OBM) Ora Banda Mining is a gold focused producer and explorer in Western Australia, with its 100% owned Davyhurst Gold Project providing the main link to the Solid Balance Sheet and Fundamentals theme by generating production and cash flow that can support returns on equity. The company reports about A$554 million in revenue from gold production and exploration, all from Australian operations, while also holding earlier stage nickel, copper and lithium interests. At a market cap of roughly A$3.1b, Ora Banda Mining is a sizeable mid cap presence on the ASX. For investors considering quality and balance sheet strength, Ora Banda Mining offers a producing gold asset at Davyhurst, a growing resource and reserve base, strong profitability metrics, and a clear line of sight to potential cash flow from prospects like Little Gem and Sapphire. At the same time, the reliance on external borrowing and the high level of non cash earnings mean the reported returns may warrant closer inspection. The combination of experienced governance, expanding high grade inventory, and funding structure risk creates a more complex picture that may reward deeper research beyond the headline ROE and earnings growth narrative. Ora Banda Mining’s mid cap scale and producing gold asset can look powerful on the surface, yet the mix of non cash earnings and funding choices raises bigger questions. Get the 3 key rewards and 1 important major warning sign ASX:OBM Earnings & Revenue History as at Aug 2026 Resolute Mining (ASX:RSG) Resolute Mining is a Perth based gold producer focused on mining, prospecting and exploration in Africa, with its Doropo Gold Project in Côte d’Ivoire providing the key link to the Solid Balance Sheet and Fundamentals theme through a producing asset that supports return on equity and cash generation. The company currently generates about $696 million in revenue from Syama in Mali and $307 million from Mako in Senegal, giving it a diversified West African production base, and it has a market cap of roughly A$2.9b. Resolute Mining is attracting interest because Doropo and the wider West African portfolio are tied to a producing gold business that supports return on equity, cash flow and a balance sheet that is described as robust. Recent H1 2026 results showed net income of $128.2 million and RBC’s August 2026 initiation pointed to a potential growth phase as Doropo and the ABC project advance. At the same time, you need to weigh this against real risks, including security and permitting issues in Mali and Côte d’Ivoire, possible changes to mining terms and the company’s reliance on projects that are still being developed. The full picture is more nuanced than a simple growth story, which is why the details matter. Resolute Mining’s West African production story is already compelling, and the next phase at Doropo could be what really changes the picture. Get the analyst forecasts for Resolute Mining and see what the headline numbers might be masking. ASX:RSG Earnings & Revenue Growth as at Aug 2026 GQG Partners (ASX:GQG) GQG Partners is a global boutique asset manager based in Florida that runs active equity portfolios for institutions and high net worth clients. This is exactly the kind of fee based, high return on equity model that fits a Solid Balance Sheet and Fundamentals theme. The company generates all its roughly US$802 million of revenue from asset management fees and has no other reported operating segments. On the ASX, GQG Partners has a market cap of about A$4.2b. GQG Partners combines a focused active equity business, very high margins and a clean, debt free balance sheet with a client base that has been pulling money out even while profits remain strong. Net outflows of $15.1 billion in H1 2026 sit alongside a 76% operating margin and steady earnings per share, which is not a mix you see every day. Investors weighing this story need to decide whether today’s low P/E and high cash distributions reflect a temporary popularity problem or something more structural in performance and flows, especially with key person and fund concentration risks in the background. The answer is not obvious. This uncertainty is one reason this stock may warrant a closer look. GQG Partners shows strong cash generation and a low P/E while investor flows are decoupling from profits. Get the analysis report for GQG Partners to see the one factor that could flip sentiment faster than expected. ASX:GQG P/S Ratio as at Aug 2026 Seeking Alternatives Before The Crowd Moves Fresh stock ideas can move from quiet to flying fast, and once momentum builds the best entry points get caught quickly. Scan these under the radar themes now and get in early.  Spot companies showing strong movement in digital assets before sentiment flips by running the 20 cryptocurrency and blockchain stocks while the market focus is still elsewhere. Track energy transition projects positioned for potential infrastructure build outs using the curated 92 nuclear energy infrastructure stocks while this theme remains under the radar for now. Identify companies tied to developments in industrial automation by assessing the hand picked 37 robotics and automation stocks before demand for productivity gains begins to accelerate.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2661922731","isCrawlerRequest":true}