FINANCIAL NEWS

ASX Winners And Losers Of Today – 29-10-26

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

Oct 29 2026


Rudi’s View: High Conviction ASX Opportunities

In this week’s edition: Fundies Selling Resources, Opportunities In Small Caps, Noosa Conference Standouts & December Index Changes

Oct 29 2026


Fraud Fallout: Analysts Back Zip

While Zip Co’s fraud losses and rising US bad debts rattled investors, accelerating growth and unchanged guidance keep analysts positive

Oct 29 2026


The Short Report – 29 Oct 2026

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

Oct 29 2026


Cuscal’s Payments Moat & Premium Valuation

Cuscal’s unique position in Australia’s payments infrastructure market offers attractive earnings growth, supported by high barriers to entry, operating leverage and acquisitions

Oct 29 2026


Macquarie rates AMI as Upgrade to Outperform from Neutral

Aurelia Metals' 1Q27 production, with gold output of 16.2koz, beat consensus by 11% and was its highest quarterly production in around 18 months.

Macquarie comments both silver and copper production also beat expectations by 44% and 51%, respectively.

Gold production reached 29% of the FY27 guidance midpoint, leaving the company comfortably on track to meet its full-year targets. Cash stood at $161m with no debt, while planned upgrades to the Peak processing plant remain on schedule for commissioning in 2Q27.

Flooding at the Federation mine impacted underground development, although additional water management capacity is expected to restore development rates by 3Q27. The analyst raised FY27 EPS forecasts by 11%.

Macquarie upgrades the stock to Outperform from Neutral due to recent share price weakness and raises its target price by 4% to $0.55.

Morgans rates BBT as Buy

BETR Entertainment provided a mixed result in the first quarter, Morgans observes. Turnover growth of 19.1% was offset by sporting and racing outcomes, which affected margins.

October trading has rebounded, with net wins up 73% at an 11.5% net win margin. Management has reaffirmed FY27 guidance of $13m-$19m normalised EBITDA.

The broker lowers FY27 EBITDA forecasts to $14m from $15.4m previously and maintains a Buy rating. Target edges down to 34c from 36c.

Citi rates INA as Downgrade to Neutral from Buy

Citi raises its target for Ingenia Communities to $5.50 and downgrades its rating to Neutral from Buy following Warburg Pincus' revised cash takeover proposal.

The broker notes the $5.50-per-share offer exceeds AVID Property Group's $5.40 proposal and involves partners seeking Ingenia's holiday parks and Gardens businesses.

Warburg's previous 'best and final' position was reset by AVID's superior offer, with existing conditions retained and additional due diligence access required.

AVID has until November 1 to match or improve on the proposal.

Citi expects further announcements, with AVID likely to return with another offer.

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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

$39.86

28 Oct
2026

0.000

OPEN

$39.66

0.000

HIGH

$40.19

3,609,963

LOW

$39.50

TARGET
$36.073-9.5% 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 198.2 247.9xxx
DPS (cps)xxx 166.0 166.7xxx
EPS Growthxxx- 9.1% 25.1%xxx
DPS Growthxxx 0.0% 0.4%xxx
PE RatioxxxN/A 16.4xxx
Dividend YieldxxxN/A 4.1%xxx
Div Pay Ratio(%)xxx 83.8% 67.2%xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
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Rudi's View: High Conviction ASX Opportunitieshttps://t.co/QowNhmaoX1#ASX#stocksinfocus#investing@FNArena
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Canaccord Genuity on SiteMinder $SDR: "We are upgrading SDR to BUY and lifting our price target to $4.10. "It has been a difficult CYTD for shareholders, with AI-driven uncertainty around SaaS business models compounded by higher interest rates and waning investor appetite for
@Filapek
Rudi Filapek-Vandyck@Filapek
17h
From today's Australian Broker Call Report @FNArena : They have certainly taken their time, but analysts at Citi today cut their target for NextDC to $12.75 from $21.15, reflecting delayed M3 billing, higher funding costs and the removal of future projects from forecasts. The
@Filapek
Rudi Filapek-Vandyck@Filapek
18h
From today's Australian Broker Call Report @FNArena : First response: Citi maintains a Neutral rating and $8.10 target for IGO, balancing record Greenbushes production against ongoing concerns over cash distributions from Tianqi Lithium Energy Australia (TLEA). September
@Filapek
Rudi Filapek-Vandyck@Filapek
20h
RBC Capital on Integral Diagnostics $IDX : "IDX has provided a disappointing trading update with lower-than-expected 1Q revenue growth in the Australian and New Zealand businesses, staff shortages impacting revenue growth, higher costs leading to a downgrade in FY27 EBITDA
@Filapek
Rudi Filapek-Vandyck@Filapek
21h
Citi on Wesfarmers $WES: "Wesfarmers' AGM trading update indicates that Bunnings has seen deteriorating sales trends since August. "Sales are tracking below 2H26e (2.4%) on weaker seasonal and commercial sales in recent weeks. This is despite sales growth tracking ahead of
@Filapek
Rudi Filapek-Vandyck@Filapek
21h
RBC Capital on Super Retail $SUL: "LFL sales trends appear weak across the board with all segments having deteriorated since the first 7 weeks update. "We roughly estimate (based on intra-period interpolation) that group LFL sales has deteriorated from +1.5% growth in the first
@Filapek
Rudi Filapek-Vandyck@Filapek
21h
RBC Capital on JB Hi-Fi $JBH: "JBH AU (~75% of group EBIT) missed us on comp sales in Q1 by -40bps. Other segments performed better however with NZ and TGG beating us by 1.2% and 0.8% respectively. "While the update for JBH AU is soft and tracking below cons 1H27 estimates,
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
CommBank: "We now expect the RBA to hike in November to 4.85%. "After a dovish press conference post the September hike, recent RBA communications have corrected that message and turned hawkish, focussing on upside risks to inflation from offshore and from concerns around
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
FIND FNARENA ON

DAILY FINANCIAL NEWS

Fraud Fallout: Analysts Back Zip

While Zip Co’s fraud losses and rising US bad debts rattled investors, accelerating growth and unchanged guidance keep analysts positive

Oct 29 2026 - Small Caps


Cuscal’s unique position in Australia’s payments infrastructure market offers attractive earnings growth, supported by high barriers to entry, operating leverage and acquisitions

Oct 29 2026 - Small Caps


Whitehaven Coal started FY27 on a strong footing, with higher coal prices adding to the upside, but pending production disruptions and seasonality suggest more challenges are ahead

Oct 28 2026 - Australia


BlueScope Steel’s earnings upgrade highlights its exposure to a tightening US steel market, raising hopes for greater shareholder returns

Oct 28 2026 - Australia


The Federal Court has ordered Hollard Insurance to pay a $2 million penalty over delays in handling a home insurance claim, putting claims handling firmly in the regulatory spotlight

Oct 28 2026 - Australia


Sigma Healthcare is expanding at home and abroad, with oral GLP-1 medicines offering further upside

Oct 27 2026 - Australia


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RUDI'S VIEWS

Rudi’s View: High Conviction ASX Opportunities

In this week’s edition: Fundies Selling Resources, Opportunities In Small Caps, Noosa Conference Standouts & December Index Changes

Oct 29 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 29-10-26

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

Oct 29 2026


The Overnight Report: Rate Hike(s) Coming

A global perspective on what happened overnight

Oct 29 2026


Today’s Financial Calendar – 29-10-2026

Significant Scheduled Events For 29 October, 2026

Oct 29 2026


ASX Winners And Losers Of Today – 28-10-26

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

Oct 28 2026


Australian Broker Call *Extra* Edition – Oct 28, 2026

Extra Edition of the Broker Call Report

Oct 28 2026


The Overnight Report: Oil, Anthropic, Q3 CPI

A global perspective on what happened overnight

Oct 28 2026


Today’s Financial Calendar – 28-10-2026

Significant Scheduled Events For 28 October, 2026

Oct 28 2026


WEEKLY REPORTS

The Short Report – 29 Oct 2026

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

Oct 29 2026

Weekly Update On LICs & LITs – 26-Oct-2026

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

Oct 27 2026

Uranium Week: U308 Joins Sell The AI Trade

As the world decided to abandon the popular AI trade, ASX-listed uranium stocks got dragged down too. Elevated short positions can potentially trigger a short-covering rally when momentum turns

Oct 27 2026


Australian Listed Real Estate Tables – 26-10-2026

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

Oct 26 2026

Weekly Ratings, Targets, Forecast Changes – 23-10-26

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

Oct 26 2026

Next Week At A Glance – 26-30 Oct 2026

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

Oct 23 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 23-10-26

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

Oct 23 2026

Weekly Top Ten News Stories – 23 October 2026

Our top ten news stories from 15 October 2026 to 22 October 2026

Oct 23 2026

In Brief: Omni Bridgeway, Group 6 Metals & Metals X

In this week’s In Brief, brokers initiate coverage of a global legal finance manager and a Tasmanian tungsten producer, while Shaw upgrades a tin miner on the back of tight market fundamentals.

Oct 23 2026


9.2K Followers
27.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
13h
Rudi's View: High Conviction ASX Opportunities https://t.co/QowNhmaoX1 #ASX #stocksinfocus #investing @FNArena
@Filapek
Rudi Filapek-Vandyck @Filapek
16h
Canaccord Genuity on SiteMinder $SDR: "We are upgrading SDR to BUY and lifting our price target to $4.10. "It has been a difficult CYTD for shareholders, with AI-driven uncertainty around SaaS business models compounded by higher interest rates and waning investor appetite for
@Filapek
Rudi Filapek-Vandyck @Filapek
17h
From today's Australian Broker Call Report @FNArena : They have certainly taken their time, but analysts at Citi today cut their target for NextDC to $12.75 from $21.15, reflecting delayed M3 billing, higher funding costs and the removal of future projects from forecasts. The
@Filapek
Rudi Filapek-Vandyck @Filapek
18h
From today's Australian Broker Call Report @FNArena : First response: Citi maintains a Neutral rating and $8.10 target for IGO, balancing record Greenbushes production against ongoing concerns over cash distributions from Tianqi Lithium Energy Australia (TLEA). September
@Filapek
Rudi Filapek-Vandyck @Filapek
20h
RBC Capital on Integral Diagnostics $IDX : "IDX has provided a disappointing trading update with lower-than-expected 1Q revenue growth in the Australian and New Zealand businesses, staff shortages impacting revenue growth, higher costs leading to a downgrade in FY27 EBITDA
@Filapek
Rudi Filapek-Vandyck @Filapek
21h
Citi on Wesfarmers $WES: "Wesfarmers' AGM trading update indicates that Bunnings has seen deteriorating sales trends since August. "Sales are tracking below 2H26e (2.4%) on weaker seasonal and commercial sales in recent weeks. This is despite sales growth tracking ahead of
@Filapek
Rudi Filapek-Vandyck @Filapek
21h
RBC Capital on Super Retail $SUL: "LFL sales trends appear weak across the board with all segments having deteriorated since the first 7 weeks update. "We roughly estimate (based on intra-period interpolation) that group LFL sales has deteriorated from +1.5% growth in the first
@Filapek
Rudi Filapek-Vandyck @Filapek
21h
RBC Capital on JB Hi-Fi $JBH: "JBH AU (~75% of group EBIT) missed us on comp sales in Q1 by -40bps. Other segments performed better however with NZ and TGG beating us by 1.2% and 0.8% respectively. "While the update for JBH AU is soft and tracking below cons 1H27 estimates,
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
CommBank: "We now expect the RBA to hike in November to 4.85%. "After a dovish press conference post the September hike, recent RBA communications have corrected that message and turned hawkish, focussing on upside risks to inflation from offshore and from concerns around
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Weekly Insights this week @FNArena https://t.co/Yz0RFiVoYr #investing #ASX
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    30 October 2026   Updated : 07:11   AEDT

    SPI Overnight

    8900.00

    +40.00

    0.45%

    NZ50

    13710.170

    +18.840

    0.140%

    All Ordinaries

    9012.60

    +41.20

    0.46%

    S&P ASX 200

    8891.80

    +44.50

    0.50%

    S&P ASX 300

    8799.30

    +42.90

    0.49%

    Communication Services

    1575.60

    +14.60

    0.94%

    Consumer Discretionary

    3585.70

    -72.60

    -1.98%

    Consumer Staples

    13306.60

    -239.80

    -1.77%

    Energy

    10950.00

    +146.60

    1.36%

    Financials

    9809.70

    +179.60

    1.86%

    Health Care

    34489.60

    +169.80

    0.49%

    Industrials

    8133.00

    +9.50

    0.12%

    Info Technology

    1643.00

    -18.40

    -1.11%

    Materials

    22406.90

    -145.90

    -0.65%

    Real Estate

    3353.90

    +60.70

    1.84%

    Utilities

    10658.70

    +80.90

    0.76%

    A-REITs

    1565.40

    +28.30

    1.84%

    All Technology Index

    2840.30

    -14.50

    -0.51%

    Banks

    4142.40

    +85.30

    2.10%

    Gold Index

    17459.10

    +33.00

    0.19%

    Metals & Mining

    7668.70

    -49.80

    -0.65%

    Click item/line to change chart

  • Australasia

    30 October 2026   Updated : 07:11   AEDT

    AUD/USD

    0.7030

    0.00

    -0.11%

    AUD/NZD

    1.2483

    0.00

    -0.32%

    NZD/USD

    0.5632

    +0.00

    0.21%

    AUD/JPY

    110.88

    -0.19

    -0.17%

    SGD/AUD

    1.11

    +0.00

    0.15%

    AUD/EUR

    0.6294

    0.00

    -0.40%

    AUD/GBP

    0.5257

    0.00

    -0.57%

    AUDCAD

    0.9833

    0.00

    -0.13%

  • World

    30 October 2026   Updated : 07:11   AEDT

    CAD/USD

    0.7149

    +0.00

    0.04%

    EUR/JPY

    176.19

    +0.39

    0.22%

    EUR/USD

    1.1169

    +0.00

    0.27%

    GBP/USD

    1.3373

    +0.01

    0.47%

    USD/JPY

    157.75

    -0.08

    -0.05%

    Click item/line to change chart

  • World

    30 October 2026   Updated : 07:11   AEDT

    FTSE100

    10722.07

    +27.57

    0.26%

    DAX30

    26039.68

    +335.66

    1.31%

    Hang Seng

    22958.65

    -136.18

    -0.59%

    Nikkei 225

    64659.47

    +705.28

    1.10%

    NZ50

    13710.170

    +18.840

    0.140%

    DJIA

    52342.56

    -132.54

    -0.25%

    S&P500

    7720.39

    -23.59

    -0.30%

    Nasdaq Comp

    26184.73

    -365.13

    -1.38%

    S&P500 VIX

    16.49

    -0.42

    -2.48%

    US 10-year yield

    4.989

    -0.056

    -1.110%

    USD Index

    102.13

    -0.17

    -0.17%

  • Aus Stocks

    30 October 2026   Updated : 07:11   AEDT

    Amcor (US)

    47.13

    +1.45

    3.17%

    Newmont (US)

    111.80

    -2.12

    -1.86%

    Rio Tinto (UK)

    6430.83

    +37.83

    0.59%

    BHP Group (US)

    81.82

    -0.44

    -0.53%

    Rio Tinto (US)

    83.25

    -2.68

    -3.12%

    ResMed (US)

    252.83

    +2.66

    1.06%

    South32 (UK)

    227.60

    -7.80

    -3.31%

    James Hardie (US)

    26.94

    +0.86

    3.30%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    29 October 2026   Updated : 07:22   AEDT

    Gold (oz)

    4067.26

    +5.04

    0.12%

    Silver (oz)

    54.16

    -0.30

    -0.55%

    Copper (lb)

    6.6700

    +0.04

    0.60%

    Aluminium (lb)

    1.3966

    +0.01

    1.01%

    Nickel (lb)

    7.0027

    -0.05

    -0.64%

    Zinc (lb)

    1.7818

    +0.01

    0.70%

    Copper (t)

    14700.68

    +88.16

    0.60%

    Aluminium (t)

    3078.00

    +30.50

    1.00%

    Nickel (t)

    15434.00

    -100.00

    -0.64%

    Zinc (t)

    3927.00

    +27.00

    0.69%

    Uranium (lb) weekly

    89.75

    -0.25

    -0.28%

    Iron Ore (t)

    90.70

    -0.08

    -0.09%

  • Energy

    29 October 2026   Updated : 07:22   AEDT

    West Texas Crude

    101.73

    +1.72

    1.72%

    Brent Crude

    113.95

    -0.36

    -0.31%

CALENDAR

Friday, 30 October 2026
NZ Oct ANZ consumer confidence
AU 3Q PPI
AU Sep Private sector credit
JP BoJ rate
JP Oct Tokyo CPI
JP Sep Industrial production (prelim)
JP Sep Retail sales
JP Sep Unemployment
EZ 3Q GDP (advance)
EZ Oct ECB Kocher speech
EZ Sep Unemployment
US Oct Chicago PMI
US Oct Fed Daly introductory remarks

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$24.39

REAREA GROUP LIMITED

market icon down$157.49

RMDRESMED INC

market icon up$35.38

TNETECHNOLOGY ONE LIMITED

market icon down$32.18

WOWWOOLWORTHS GROUP LIMITED

market icon down$39.48

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FNARENA TALKS

FNARENA WINDOWS

Window on BUSINESS & CONSUMER CREDIT

Fraud Fallout: Analysts Back Zip

While Zip Co’s fraud losses and rising US bad debts rattled investors, accelerating growth and unchanged guidance keep analysts positive

Oct 29 2026


Window on DIVERSIFIED FINANCIALS

Cuscal’s Payments Moat & Premium Valuation

Cuscal’s unique position in Australia’s payments infrastructure market offers attractive earnings growth, supported by high barriers to entry, operating leverage and acquisitions

Oct 29 2026


Window on COAL

Divided Views Post Whitehaven’s Q1 Performance

Whitehaven Coal started FY27 on a strong footing, with higher coal prices adding to the upside, but pending production disruptions and seasonality suggest more challenges are ahead

Oct 28 2026


GEN AI

NextDC’s Collision With The Real World

The global AI infrastructure boom is colliding with real-world constraints, forcing NextDC to issue a shock profit warning last week

Oct 26 2026


FEATURE STORIES

History’s Blue Print For The AI Investment Cycle

Artificial intelligence remains a polarising subject, but Australia is strategically well positioned to benefit. So, how should investors be positioned in the AI cycle?

Oct 01 2026