FINANCIAL NEWS

ASX Winners And Losers Of Today – 15-09-26

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

Sep 15 2026


Rudi’s Comprehensive August 2025 Review

A compilation of stories relating to the August 2026 corporate reporting season in Australia, including FNArena’s final balance for the season

Sep 15 2026


Downside Risk Building For Australian Banks

The housing correction, further RBA rate hikes and the macroeconomic backdrop all pose downside risks to bank earnings ahead

Sep 15 2026


Solid Support Underpins Core Lithium’s Rally

As Core Lithium retests its April high again, Fairmont Equities’ Michael Gable highlights the stock is showing solid buying support

Sep 15 2026


Weekly Update On LICs & LITs – 15-Sep-2026

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

Sep 15 2026


Citi rates ARB as Neutral

Citi views Ian Foston's appointment to replace Andrew Stott on ARB Corp's board as incrementally positive.

Foston's automotive engineering and original equipment manufacturer (OEM) expertise is considered well suited to ARB's next growth phase.

This is particularly the case as the company navigates vehicle fragmentation and the rise of electric vehicles and Chinese manufacturers, the analyst explains.

Target for Neutral-rated ARB Corp is unchanged at $22.50.

Citi rates GPT as Buy

Citi views GPT Group's acquisition of 66 Eagle Street in Brisbane for $380m through its value-add partnership as a positive step in expanding its funds-management platform. Partnership deployment has now exceeded $500m of gross asset value since February.

The property benefits from limited new office supply, improving leasing conditions and rental-reversion potential within Brisbane's Golden Triangle, the analysts highlight.

Commentary highlights GPT will earn investment-management, leasing and property-management fees, supporting medium-term earnings growth.

Buy rating and $6.00 target.

Bell Potter rates TLX as Upgrade to Buy from Hold

Bell Potter retains a $19 target price and upgrades Telix Pharmaceuticals to Buy from Hold post the FDA approval of Pixclara, noting the company now has several revenue streams, including the isotope manufacturing business. Approval is viewed as a positive catalyst.

The analyst indicates FY27 revenues are likely to exceed $1bn. Pixclara will be mainly used for outpatients, and management will likely apply for a pass-through reimbursement, which should start on April 1, 2027.

The broker believes Telix will look to extend its existing relationship with Cardinal and others for supply of the isotope.

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

$37.54

14 Sep
2026

market green arrow 0.270

OPEN

$37.46

market green arrow 0.72%

HIGH

$37.60

3,363,291

LOW

$37.31

TARGET
$35.630-5.1% downside
Franking for last dividend paid out: 75%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 247.3xxx
DPS (cps)xxx 166.0 166.7xxx
EPS Growthxxx- 9.1% 24.8%xxx
DPS Growthxxx 0.0% 0.4%xxx
PE RatioxxxN/A 15.0xxx
Dividend YieldxxxN/A 4.5%xxx
Div Pay Ratio(%)xxx 83.8% 67.4%xxx

FOLLOW US ON SOCIAL MEDIA

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@Filapek
Rudi Filapek-Vandyck@Filapek
10h
CBA: "We have lifted our estimate of the current nominal neutral cash rate to 3.85%, from around 3.7% in July. The range across our models is now 3.2% to 4.3%. "The RBA’s estimates have also moved in the same broad direction over the past year, as have financial market
@Filapek
Rudi Filapek-Vandyck@Filapek
10h
Macquarie on New Hope $NHC: "NHC FY26 results reported mostly in-line earnings, with Revenue/NPAT 1%/0% vs consensus and Ebitda a 4% miss against VA. "Cash flows and Net debt were also within 2% of market expectations. The final DPS of A30cps was the main beat, 97%/125% above
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Catapult Sports $CAT: "Catapult Sports is the global leader in performance analytics tools for elite and professional sports teams, with its products used by more than 4,000 teams across 40 sports. "Deep workflow integration, a high-retention SaaS model, and a
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Do we collectively stop thinking clearly? Every time someone's using "Warren Buffett's favorite valuation indicator, the stock market capitalization-to-GDP ratio" and then warns of a pending bubble armageddon, I ask that same question. Counter-argument: once upon a time US
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on James Hardie $JHX: "We expect James Hardie's September 15 investor day to highlight successes in integrating with AZEK and expand on its priorities and strategy as a combined company, with incremental updates on initiatives management has previously highlighted as
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
"(...) we would likely view a near-term correction as a buying opportunity. "As our updated forecasts attest, earnings momentum continues, the capital spending cycle pushes forward and the broader economy remains resilient. "From our vantage point, the line still moves up and
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
Aswath Damodaran: "As we get closer to the FOMC meeting date, it is likely that there will more talk about interest rates, and what the Fed can or cannot do to change their course. "Much of that debate, in my view, is pointless, since the pathway of rates is and will continue
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on Orica $ORI: "While the macro backdrop remains supportive of the mining services companies, we expect Orica has been impacted by the North American AN supply constraints given the continued outage of the CF Industries' Yazoo City plant as well as a longer than
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
😇👇👊👍👇 https://t.co/J5wJ0D1kJf
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Lots of fake accounts starting to follow me...
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DAILY FINANCIAL NEWS

Downside Risk Building For Australian Banks

The housing correction, further RBA rate hikes and the macroeconomic backdrop all pose downside risks to bank earnings ahead

Sep 15 2026 - Australia


As Core Lithium retests its April high again, Fairmont Equities’ Michael Gable highlights the stock is showing solid buying support

Sep 15 2026 - Technicals


Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day this week

Sep 14 2026 - Australia


FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AGL Energy

Sep 14 2026 - Treasure Chest


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

Sep 12 2026 - Australia


Confidence has been eroded following an exceptionally tough period for Objective Corp, but can management turn the tide?

Sep 11 2026 - Small Caps


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RUDI'S VIEWS

Rudi’s View: Post-August Stock Picks & Best Buys

Sector analysts have updated key preferences and best buy selections post the August results season

Sep 10 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 15-09-26

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

Sep 15 2026


The Overnight Report: AI Stocks Down

A global perspective on what happened overnight

Sep 15 2026


Today’s Financial Calendar – 15-09-2026

Significant Scheduled Events For 15 September, 2026

Sep 15 2026


ASX Winners And Losers Of Today – 14-09-26

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

Sep 14 2026


Australian Broker Call *Extra* Edition – Sep 14, 2026

Extra Edition of the Broker Call Report

Sep 14 2026


The Monday Report – 14 September 2026

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

Sep 14 2026


Today’s Financial Calendar – 14-09-2026

Significant Scheduled Events For 14 September, 2026

Sep 14 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 15-Sep-2026

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

Sep 15 2026

Uranium Week: Contracting Season Heats Up

The World Nuclear Symposium defined multiple opportunities and challenges for the industry, including a US$6trn financial impost by 2050

Sep 15 2026

Australian Listed Real Estate Tables – 14-09-2026

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

Sep 14 2026


Weekly Ratings, Targets, Forecast Changes – 11-09-26

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

Sep 14 2026

Next Week At A Glance – 14-18 Sep 2026

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

Sep 11 2026

Weekly Top Ten News Stories – 11 September 2026

Our top ten news stories from 03 September 2026 to 10 September 2026

Sep 11 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 11-09-26

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

Sep 11 2026

In Brief: Amplitude, Bubs & Cash Converters

This week’s In Brief highlights three good news stories from the week past

Sep 11 2026

The Short Report – 10 Sep 2026

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

Sep 10 2026


9.2K Followers
27K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
20h
CBA: "We have lifted our estimate of the current nominal neutral cash rate to 3.85%, from around 3.7% in July. The range across our models is now 3.2% to 4.3%. "The RBA’s estimates have also moved in the same broad direction over the past year, as have financial market
@Filapek
Rudi Filapek-Vandyck @Filapek
20h
Macquarie on New Hope $NHC: "NHC FY26 results reported mostly in-line earnings, with Revenue/NPAT 1%/0% vs consensus and Ebitda a 4% miss against VA. "Cash flows and Net debt were also within 2% of market expectations. The final DPS of A30cps was the main beat, 97%/125% above
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Catapult Sports $CAT: "Catapult Sports is the global leader in performance analytics tools for elite and professional sports teams, with its products used by more than 4,000 teams across 40 sports. "Deep workflow integration, a high-retention SaaS model, and a
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Do we collectively stop thinking clearly? Every time someone's using "Warren Buffett's favorite valuation indicator, the stock market capitalization-to-GDP ratio" and then warns of a pending bubble armageddon, I ask that same question. Counter-argument: once upon a time US
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on James Hardie $JHX: "We expect James Hardie's September 15 investor day to highlight successes in integrating with AZEK and expand on its priorities and strategy as a combined company, with incremental updates on initiatives management has previously highlighted as
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
"(...) we would likely view a near-term correction as a buying opportunity. "As our updated forecasts attest, earnings momentum continues, the capital spending cycle pushes forward and the broader economy remains resilient. "From our vantage point, the line still moves up and
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Aswath Damodaran: "As we get closer to the FOMC meeting date, it is likely that there will more talk about interest rates, and what the Fed can or cannot do to change their course. "Much of that debate, in my view, is pointless, since the pathway of rates is and will continue
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on Orica $ORI: "While the macro backdrop remains supportive of the mining services companies, we expect Orica has been impacted by the North American AN supply constraints given the continued outage of the CF Industries' Yazoo City plant as well as a longer than
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
😇👇👊👍👇 https://t.co/J5wJ0D1kJf
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Lots of fake accounts starting to follow me...
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    16 September 2026   Updated : 07:13   AEDT

    SPI Overnight

    8691.00

    +31.00

    0.36%

    NZ50

    13484.220

    -76.470

    -0.560%

    All Ordinaries

    8849.30

    -74.60

    -0.84%

    S&P ASX 200

    8672.50

    -77.40

    -0.88%

    S&P ASX 300

    8604.80

    -75.00

    -0.86%

    Communication Services

    1556.50

    +5.00

    0.32%

    Consumer Discretionary

    3508.30

    +30.30

    0.87%

    Consumer Staples

    13120.80

    +115.00

    0.88%

    Energy

    10996.40

    -181.60

    -1.62%

    Financials

    9087.60

    -99.40

    -1.08%

    Health Care

    31683.50

    +466.80

    1.50%

    Industrials

    7894.60

    -34.00

    -0.43%

    Info Technology

    1639.50

    +4.80

    0.29%

    Materials

    23629.10

    -534.70

    -2.21%

    Real Estate

    3231.70

    -20.60

    -0.63%

    Utilities

    10240.40

    -12.20

    -0.12%

    A-REITs

    1505.00

    -9.00

    -0.59%

    All Technology Index

    2760.90

    +16.70

    0.61%

    Banks

    3806.80

    -47.30

    -1.23%

    Gold Index

    18201.50

    -578.60

    -3.08%

    Metals & Mining

    8145.40

    -194.50

    -2.33%

    Click item/line to change chart

  • Australasia

    16 September 2026   Updated : 07:12   AEDT

    AUD/USD

    0.7131

    +0.00

    0.01%

    AUD/NZD

    1.2362

    +0.00

    0.02%

    NZD/USD

    0.5765

    0.00

    -0.05%

    AUD/JPY

    110.56

    +0.19

    0.17%

    SGD/AUD

    1.10

    0.00

    -0.05%

    AUD/EUR

    0.6180

    +0.00

    0.03%

    AUD/GBP

    0.5290

    +0.00

    0.02%

    AUDCAD

    0.9919

    +0.00

    0.08%

  • World

    16 September 2026   Updated : 07:12   AEDT

    CAD/USD

    0.7186

    0.00

    -0.08%

    EUR/JPY

    178.93

    +0.31

    0.17%

    EUR/USD

    1.1538

    0.00

    0.00%

    GBP/USD

    1.3476

    0.00

    -0.01%

    USD/JPY

    155.08

    +0.26

    0.17%

    Click item/line to change chart

  • World

    16 September 2026   Updated : 07:12   AEDT

    FTSE100

    10658.13

    -39.44

    -0.37%

    DAX30

    25402.28

    -38.53

    -0.15%

    Hang Seng

    24667.24

    -250.36

    -1.00%

    Nikkei 225

    63484.10

    -8.89

    -0.01%

    NZ50

    13484.220

    -76.470

    -0.560%

    DJIA

    52093.11

    -328.09

    -0.63%

    S&P500

    7585.73

    -34.25

    -0.45%

    Nasdaq Comp

    25981.57

    -204.84

    -0.78%

    S&P500 VIX

    17.20

    +0.10

    0.58%

    US 10-year yield

    4.996

    +0.035

    0.710%

    USD Index

    99.63

    +0.16

    0.16%

  • Aus Stocks

    16 September 2026   Updated : 07:12   AEDT

    Amcor (US)

    42.46

    +0.21

    0.50%

    Newmont (US)

    124.19

    +1.12

    0.91%

    Rio Tinto (UK)

    7180.00

    -27.00

    -0.37%

    BHP Group (US)

    84.77

    +0.09

    0.11%

    Rio Tinto (US)

    97.26

    -0.38

    -0.39%

    ResMed (US)

    229.44

    +6.45

    2.89%

    South32 (UK)

    255.40

    +0.40

    0.16%

    James Hardie (US)

    27.06

    -1.27

    -4.48%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    16 September 2026   Updated : 07:12   AEDT

    Gold (oz)

    4293.50

    -5.40

    -0.13%

    Silver (oz)

    63.67

    +0.43

    0.68%

    Copper (lb)

    6.3800

    +0.06

    0.95%

    Aluminium (lb)

    1.5023

    +0.02

    1.13%

    Nickel (lb)

    7.3208

    -0.03

    -0.43%

    Zinc (lb)

    1.7926

    -0.03

    -1.60%

    Copper (t)

    14061.52

    +132.24

    0.95%

    Aluminium (t)

    3311.00

    +37.00

    1.13%

    Nickel (t)

    16135.00

    -70.00

    -0.43%

    Zinc (t)

    3951.00

    -64.00

    -1.59%

    Uranium (lb) weekly

    90.00

    +0.25

    0.28%

    Iron Ore (t)

    97.41

    -0.14

    -0.14%

  • Energy

    16 September 2026   Updated : 07:12   AEDT

    West Texas Crude

    105.43

    +3.55

    3.48%

    Brent Crude

    108.45

    +2.31

    2.18%

CALENDAR

Wednesday, 16 September 2026
NZ 2Q BoP
NZ 3Q Westpac consumer confidence
JP Aug Trade Bal, July core mach orders
JP BoJ Deputy Governor Himino speech
EZ ECB's Vujcic speaks in Frankfurt
EZ July Industrial prod'n, 2Q labour cost
UK Aug CPI & PPI
US Aug Retail sales
US FOMC rate decision
US MBA mortgage applications
US Sep NAHB Housing Market Index
AIAex-div 5.61c
AMIex-div 1.00c (100%)

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$23.90

REAREA GROUP LIMITED

market icon down$157.23

RMDRESMED INC

market icon up$31.37

TNETECHNOLOGY ONE LIMITED

market icon up$28.42

WOWWOOLWORTHS GROUP LIMITED

market icon up$38.98

WEEKLY PDF

Stories To Read From FNArena


WEEK 37
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WEEK 36
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WEEK 35
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WEEK 34
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WEEK 33
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FNARENA TALKS

FNARENA WINDOWS

Window on BANKS

Downside Risk Building For Australian Banks

The housing correction, further RBA rate hikes and the macroeconomic backdrop all pose downside risks to bank earnings ahead

Sep 15 2026


Window on NEW BATTERY ELEMENTS

Solid Support Underpins Core Lithium’s Rally

As Core Lithium retests its April high again, Fairmont Equities’ Michael Gable highlights the stock is showing solid buying support

Sep 15 2026


Window on WEALTH MANAGEMENT & INVESTMENTS

Weekly Update On LICs & LITs – 15-Sep-2026

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

Sep 15 2026


GEN AI

AI Sales Reshape Dicker Data’s Momentum

Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts

Sep 09 2026


FEATURE STORIES

Rudi’s Comprehensive August 2025 Review

A compilation of stories relating to the August 2026 corporate reporting season in Australia, including FNArena’s final balance for the season

Sep 15 2026