FINANCIAL NEWS

ASX Winners And Losers Of Today – 06-10-25

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Oct 06 2025


Why This AI Cycle Might Just Be Different

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

Oct 06 2025


Australian Listed Real Estate Tables – 06-10-2025

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Oct 06 2025


Australian Broker Call *Extra* Edition – Oct 06, 2025

Extra Edition of the Broker Call Report

Oct 06 2025


Compelling Story Drives Pantoro Gold Rally

Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

Oct 06 2025


Bell Potter rates APE as Hold

On the back of the CanadaOne acquisition and the sale of a 20% stake in easyauto123 to Mitsubishi Corp, Bell Potter raises its EPS estimates by 7%-8% in 2026 and 2027 for Eagers Automotive.

EPS for 2025 downgraded by -4% due to assumed costs of -$18m and equity raising dilution.

The analyst assumes the acquisition is in place by February 2026, with some slight cost synergies assumed in 2027 and beyond.

Hold rating retained. Target rises to $31.25 from $24.

UBS rates GQG as Buy

September 2025 funds under management (FUM) revisions were positive across the UBS wealth coverage, supported by strong equity markets. Sector share prices did however lag due to investment underperformance and ongoing regulatory risks, notes the analyst.

Preferred exposures remain GQG Partners and Challenger. The broker also highlights several names such as Netwealth, Pinnacle Investment Management, and Perpetual, which are beginning to look more attractive following share price pullbacks.

Regarding GQG Partners, UBS believes the stock remains an attractive market hedge and offers an attractive yield.

Buy. Unchanged $2.25 target.

Note: The above is a summary of research released by UBS last Friday.

UBS rates PTM as Neutral

September 2025 funds under management (FUM) revisions were positive across the UBS wealth coverage, supported by strong equity markets. Sector share prices did however lag due to investment underperformance and ongoing regulatory risks, notes the analyst.

Preferred exposures remain GQG Partners and Challenger. The broker also highlights several names such as Netwealth, Pinnacle Investment Management, and Perpetual, which are beginning to look more attractive following share price pullbacks.

Regarding Platinum Asset Management, the broker notes the merger with L1 completed on October 1, with stronger markets prompting modest EPS upgrades.

The analyst remains cautious given execution risks around cost synergies and integration costs, along with potential outflows from the company's existing operations. Neutral. Target 79 cents.

Note: This is a summary of research released by UBS last Friday.

Click here to see full report market arrow icon

ANALYSIS & DATA

FNARENA'S MARKET CONSENSUS FORECASTS

To display the stock analysis for a company please enter the company code:

ANZ | ANZ GROUP HOLDINGS LIMITED

Abbreviated format - see the full version here


LAST PRICECHANGE +/-CHANGE %VOLUME

$34.02

06 Oct
2025

market red arrow -0.180

OPEN

$34.28

market red arrow -0.53%

HIGH

$34.41

2,481,642

LOW

$33.92

TARGET
$30.120-11.5% downside
Franking for last dividend paid out: 100%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY23
Actual
FY24
Actual
FY25
Forecast
FY26
Forecast
EPS (cps)xxx 218.0 216.3 xxx
DPS (cps)xxx 166.0 150.8 xxx
EPS Growthxxx - 8.0% - 0.8% xxx
DPS Growthxxx - 5.1% - 9.2% xxx
PE Ratioxxx N/A 15.7 xxx
Dividend Yieldxxx N/A 4.4% xxx
Div Pay Ratio(%)xxx 76.2% 69.7% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Vault Minerals $VA: "Q1 sales of 91koz exceeded both RBCe and consensus estimates, which we believe was driven by strong volumes at Mount Monger and Deflector. "However, closing cash was slightly weaker than expected, reflecting the buyback (RBCe) and marginally
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Amcor $AMC: "Investor feedback from the marketing of our initiation report on Amcor (Sector Perform; PT A$13.60/CDI (US$9.00/share) focussed on the challenging volume outlook for the industry/company, the likelihood of full synergy capture and balance sheet risks.
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Is it too simplistic to link October enthusiasm for the local share market to the fact there had been no progress for weeks on end, irrespective of ongoing gains for markets elsewhere?#XJO#equities#investing#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
E&P on DigiCo $DGT: "We have a Neutral recommendation and a $3.61/sh valuation on DigiCo "DigiCo has released a contract win announcement and provided FY26 guidance. We are very pleased to see contracting at DigiCo’s SYD1 site, taking out majority of their current available
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Arian Neiron, CEO and MD of VanEck Asia Pacific: “Markets are priced for perfection at a time when risks are building, but this doesn’t mean investors should retreat. "Instead, it highlights the importance of being selective. Gold miners, critical minerals and well-positioned
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
IG's Tony Sycamore: "While we were looking for one final leg lower towards 8600 to complete the correction, todays emphatic break above the 8880/8900ish resistance zone has shifted the landscape. "It is likely that the ASX200 established a medium-term base at 8730ish and
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
Bell Potter: "We remain constructive on Australian equities with a preference for mid and small caps. "Australian equities should be relatively insulated from any US tariffs shocks (to prices or growth), while the domestic economy should benefit from a rate cutting cycle."
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
I have a new hobby.... blocking bots on my X feed....
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
CLSA on $XRO: "Xero’s acquisition of Melio gives them access to a vast network of SME’s in the US. Notably via cashflow central, a Fiserv product, as well as the impending integration with ADP payroll’s ADP RUN system, with Fiserv calling for a ramp-up in their 2H. "We update
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DAILY FINANCIAL NEWS

Why This AI Cycle Might Just Be Different

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

Oct 06 2025 - International


Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

Oct 06 2025 - Commodities


Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements

Oct 04 2025 - Australia


FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Oct 03 2025 - Australia


Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market expectations further

Oct 03 2025 - Australia


After five months of consecutive gains, the ASX200 went backwards in September despite a courageous effort from gold miners

Oct 02 2025 - Australia


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RUDI'S VIEWS

Rudi’s View: Amcor, Generation Development, Life360, Redox, Worley & More

Update on expert views, favourite stocks and Top Picks post the August results season in Australia

Oct 02 2025

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 06-10-25

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Oct 06 2025


Australian Broker Call *Extra* Edition – Oct 06, 2025

Extra Edition of the Broker Call Report

Oct 06 2025


The Monday Report – 06 October 2025

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead

Oct 06 2025


Today’s Financial Calendar – 06-10-2025

Significant Scheduled Events For 06 October, 2025

Oct 06 2025


ASX Winners And Losers Of Today – 03-10-25

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Oct 03 2025


The Overnight Report: Shutdown? Shmutdown!

A global perspective on what happened overnight

Oct 03 2025


Today’s Financial Calendar – 03-10-2025

Significant Scheduled Events For 03 October, 2025

Oct 03 2025


WEEKLY REPORTS

Australian Listed Real Estate Tables – 06-10-2025

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Oct 06 2025

Weekly Ratings, Targets, Forecast Changes – 03-10-25

Weekly update on stockbroker recommendation, target price, and earnings forecast changes

Oct 06 2025

Next Week At A Glance – 6-10 Oct 2025

A brief look at important company events and economic data releases next week

Oct 03 2025


In Case You Missed It – BC Extra Upgrades & Downgrades – 03-10-25

A summary of the highlights from Broker Call Extra updates throughout the week past

Oct 03 2025

Weekly Top Ten News Stories – 3 October 2025

Our top ten news stories from 25 September 2025 to 02 October 2025

Oct 03 2025

In Brief: Kingsgate, Electro Optics & Bhagwan Marine

This week’s In Brief focuses on three stocks across three hot sectors; gold mining, defence, and contracting

Oct 03 2025


The Short Report – 02 Oct 2025

FNArena’s weekly update on short positions in the Australian share market

Oct 02 2025

Weekly Update On LICs & LITs – 30-Sep-2025

Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX

Sep 30 2025

Uranium Week: Sprott Spurs Spot Price Glow

The U308 spot price surged on robust buying from Sprott and London-listed Yellow Cake with volumes hitting a two-year high

Sep 30 2025


9K Followers
25.4K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Vault Minerals $VA: "Q1 sales of 91koz exceeded both RBCe and consensus estimates, which we believe was driven by strong volumes at Mount Monger and Deflector. "However, closing cash was slightly weaker than expected, reflecting the buyback (RBCe) and marginally
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Amcor $AMC: "Investor feedback from the marketing of our initiation report on Amcor (Sector Perform; PT A$13.60/CDI (US$9.00/share) focussed on the challenging volume outlook for the industry/company, the likelihood of full synergy capture and balance sheet risks.
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
Is it too simplistic to link October enthusiasm for the local share market to the fact there had been no progress for weeks on end, irrespective of ongoing gains for markets elsewhere? #XJO #equities #investing #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
E&P on DigiCo $DGT: "We have a Neutral recommendation and a $3.61/sh valuation on DigiCo "DigiCo has released a contract win announcement and provided FY26 guidance. We are very pleased to see contracting at DigiCo’s SYD1 site, taking out majority of their current available
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
Arian Neiron, CEO and MD of VanEck Asia Pacific: “Markets are priced for perfection at a time when risks are building, but this doesn’t mean investors should retreat. "Instead, it highlights the importance of being selective. Gold miners, critical minerals and well-positioned
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
IG's Tony Sycamore: "While we were looking for one final leg lower towards 8600 to complete the correction, todays emphatic break above the 8880/8900ish resistance zone has shifted the landscape. "It is likely that the ASX200 established a medium-term base at 8730ish and
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Bell Potter: "We remain constructive on Australian equities with a preference for mid and small caps. "Australian equities should be relatively insulated from any US tariffs shocks (to prices or growth), while the domestic economy should benefit from a rate cutting cycle."
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
I have a new hobby.... blocking bots on my X feed....
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
CLSA on $XRO: "Xero’s acquisition of Melio gives them access to a vast network of SME’s in the US. Notably via cashflow central, a Fiserv product, as well as the impending integration with ADP payroll’s ADP RUN system, with Fiserv calling for a ramp-up in their 2H. "We update
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THE MARKETS

    Click item/line to change chart

  • Australia

    07 October 2025   Updated : 07:14   AEDT

    SPI Overnight

    9017.00

    +10.00

    0.11%

    NZ50

    13489.240

    -24.850

    -0.180%

    All Ordinaries

    9280.00

    +8273.10

    821.64%

    S&P ASX 200

    8981.40

    -6.00

    -0.07%

    S&P ASX 300

    8937.70

    -5.50

    -0.06%

    Communication Services

    1873.80

    -5.30

    -0.28%

    Consumer Discretionary

    4525.80

    -23.60

    -0.52%

    Consumer Staples

    11655.10

    -62.10

    -0.53%

    Energy

    8355.90

    +25.70

    0.31%

    Financials

    9728.90

    -13.30

    -0.14%

    Health Care

    38354.50

    -351.80

    -0.91%

    Industrials

    8661.90

    +35.40

    0.41%

    Info Technology

    2940.50

    -42.60

    -1.43%

    Materials

    19198.20

    +117.80

    0.62%

    Real Estate

    4136.90

    +0.70

    0.02%

    Utilities

    10019.00

    +44.20

    0.44%

    A-REITs

    1902.30

    +0.70

    0.04%

    All Technology Index

    4272.80

    -46.80

    -1.08%

    Banks

    4177.70

    -6.00

    -0.14%

    Gold Index

    16836.00

    +287.10

    1.73%

    Metals & Mining

    6577.80

    +42.70

    0.65%

    Click item/line to change chart

  • Australasia

    07 October 2025   Updated : 07:13   AEDT

    AUD/USD

    0.6618

    +0.00

    0.02%

    AUD/NZD

    1.1326

    0.00

    -0.10%

    NZD/USD

    0.5842

    +0.00

    0.43%

    AUD/JPY

    99.47

    +0.28

    0.28%

    SGD/AUD

    1.17

    0.00

    -0.10%

    AUD/EUR

    0.5650

    0.00

    -0.09%

    AUD/GBP

    0.4908

    0.00

    -0.08%

    AUDCAD

    0.9231

    +0.00

    0.30%

  • World

    07 October 2025   Updated : 07:12   AEDT

    CAD/USD

    0.7169

    +0.00

    0.03%

    EUR/JPY

    176.04

    +0.65

    0.37%

    EUR/USD

    1.1712

    +0.00

    0.42%

    GBP/USD

    1.3483

    +0.01

    0.39%

    USD/JPY

    150.31

    -0.08

    -0.05%

    Click item/line to change chart

  • World

    07 October 2025   Updated : 07:12   AEDT

    FTSE100

    9479.14

    -12.11

    -0.13%

    DAX30

    24378.29

    -0.51

    0.00%

    Hang Seng

    26957.77

    -183.15

    -0.67%

    Nikkei 225

    47944.76

    +2175.26

    4.75%

    DJIA

    46694.97

    -63.31

    -0.14%

    S&P500

    6740.28

    +24.49

    0.36%

    Nasdaq Comp

    22941.67

    +161.16

    0.71%

    S&P500 VIX

    16.31

    -0.34

    -2.04%

    US 10-year yield

    4.162

    +0.043

    1.040%

    USD Index

    97.77

    +0.35

    0.36%

  • Aus Stocks

    07 October 2025   Updated : 07:12   AEDT

    Amcor (US)

    8.07

    -0.11

    -1.34%

    Newmont (US)

    88.51

    +1.65

    1.90%

    Rio Tinto (UK)

    4978.50

    +47.50

    0.96%

    BHP Group (US)

    55.97

    +0.50

    0.90%

    Rio Tinto (US)

    66.98

    +0.88

    1.33%

    ResMed (US)

    281.38

    +2.79

    1.00%

    South32 (UK)

    141.20

    +0.60

    0.43%

    James Hardie (US)

    20.09

    -0.32

    -1.57%

    Janus Henderson (US)

    45.63

    +0.01

    0.02%

    Click item/line to change chart

  • Metals & Minerals

    07 October 2025   Updated : 07:13   AEDT

    Gold (oz)

    3984.55

    +75.65

    1.94%

    Silver (oz)

    48.46

    +0.50

    1.04%

    Copper (lb)

    5.0480

    -0.06

    -1.19%

    Aluminium (lb)

    1.2342

    +0.00

    0.33%

    Nickel (lb)

    6.9090

    0.00

    -0.02%

    Zinc (lb)

    1.3643

    -0.01

    -0.75%

    Copper (t)

    11113.67

    -146.57

    -1.30%

    Aluminium (t)

    2720.25

    +9.00

    0.33%

    Nickel (t)

    15227.50

    -2.50

    -0.02%

    Zinc (t)

    3006.90

    -22.75

    -0.75%

    Uranium (lb) weekly

    81.25

    -1.50

    -1.81%

    Iron Ore (t)

    104.48

    +0.12

    0.11%

  • Energy

    07 October 2025   Updated : 07:13   AEDT

    West Texas Crude

    61.75

    +0.87

    1.43%

    Brent Crude

    65.55

    +1.02

    1.58%

CALENDAR

Tuesday, 7 October 2025
AU Sept ANZ-Indeed job ads
AU Westpac-MI Consumer Sentiment
CH Public Holiday
US Aug Consumer Credit
US Aug Trade Bal (suspended)
REHex-div 11.90c (100%)
Wednesday, 8 October 2025
NZ RBNZ OCR Decision
JP Aug BoP
JP Aug Earnings
JP Aug Trade Bal
CH Public Holiday
US Sept FOMC mins

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$38.30

CSLCSL LIMITED

market icon down$205.67

REAREA GROUP LIMITED

market icon down$228.76

TNETECHNOLOGY ONE LIMITED

market icon down$38.89

WOWWOOLWORTHS GROUP LIMITED

market icon down$26.39

WEEKLY PDF

Stories To Read From FNArena


WEEK 40
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FNARENA TALKS

FNARENA WINDOWS

Window on REITS

Australian Listed Real Estate Tables – 06-10-2025

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Oct 06 2025


Window on GOLD & SILVER

Compelling Story Drives Pantoro Gold Rally

Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

Oct 06 2025


Window on WEALTH MANAGEMENT & INVESTMENTS

Infratil’s Digital & Decarbonisation Drive

Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market expectations further

Oct 03 2025


GEN AI

Why This AI Cycle Might Just Be Different

AI investment has collided with a technology stock market melt-up prompting a cri-de-coeur of ‘bubble’

Oct 06 2025