FINANCIAL NEWS
ASX Winners And Losers Of Today – 01-10-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Oct 01 2026
Chrysos Converts Disruption Into Dollars
Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods
Oct 01 2026
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
Morgans rates MEK as Buy
Morgans downgrades Meeka Metals target price to 17c from 31c post the completion of a two-tranche $42.4m institutional placement to fund the second Mt Holland cash payment, the Turnberry underground development, as well as exploration and capex.
Management also offered a provisional estimate of Sept quarter gold recovery of 7.0koz–7.5koz which missed the analyst's forecast of 9.8koz by around -23% to -29%.
Cash outflows were also higher than expected. Cash at the end of the 1Q27 was flagged at around $50m or circa $59m including Tranche two raising.
A Buy rating is retained. The broker points to the transitioning to a two-mine underground operation with first ore expected from Turnberry in January 2027.
Macquarie rates QBE as Upgrade to Outperform from Neutral
Macquarie upgrades QBE Insurance to Outperform from Neutral, with the stock currently trading at a -4.0% discount to weighted international peers on a two-year forward PE. Growth in GWP in 2026 is estimated at 6% amid ongoing strength in the international division.
The broker points to "one of the best starts to the North American hurricane season" and the potential for another buyback to be announced at the update in November. Macquarie incorporates a $400m buyback in its estimates. Target is raised to $26.20 from $23.40.
Citi rates TCL as Neutral
Transurban Group has increased its stakes in Westlink M7, NorthConnex, both to 75%, and WestConnex to 60.5% from CPPIB (Canada Pension Plan Investment Board) for $4.5bn.
Citi views the transaction as strategically positive for the group at around 18.5x FY28 EV/EBITDA. The deal will be 100% debt funded and slightly EPS dilutive to start, at between -1% to -1.5% for FY28 free cash flow, the analyst estimates.
Over the medium term, the CPI-linked toll indexing and traffic growth is anticipated to offset any dilution. The broker views the ACCC risks as "manageable", but near-term higher bond yields and a lack of traffic momentum are likely to weigh on sentiment.
Retain Neutral. Target $14.70.
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ANALYSIS & DATA
FNARENA'S MARKET CONSENSUS FORECASTS
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ANZ | ANZ GROUP HOLDINGS LIMITED
Abbreviated format - see the full version here
| LAST PRICE | CHANGE +/- | CHANGE % | VOLUME |
|---|---|---|---|
$38.31 30 Sep |
OPEN $38.30 |
HIGH $38.53 | 6,202,900 LOW $38.03 |
-0.140| TARGET | |||
| $35.922-6.2% downside | |||
| Franking for last dividend paid out: 75% |
| Title | FY24 Actual | FY25 Actual | FY26 Forecast | FY27 Forecast |
|---|---|---|---|---|
| EPS (cps) | xxx | 198.2 | 247.3 | xxx |
| DPS (cps) | xxx | 166.0 | 166.7 | xxx |
| EPS Growth | xxx | - 9.1% | 24.8% | xxx |
| DPS Growth | xxx | 0.0% | 0.4% | xxx |
| PE Ratio | xxx | N/A | 15.0 | xxx |
| Dividend Yield | xxx | N/A | 4.5% | xxx |
| Div Pay Ratio(%) | xxx | 83.8% | 67.4% | xxx |
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DAILY FINANCIAL NEWS
Chrysos Converts Disruption Into Dollars
Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods
Oct 01 2026 - Small Caps
Seasonality and other factors support a higher price of gold in the weeks ahead, DeCarleyTrading.com’s Carley Garner reports
Oct 01 2026 - Commodities
Growth is so rapacious for Codan, management has upgraded interim FY27 guidance some six weeks after FY26 results, as demand for unmanned aircraft systems surges
Sep 30 2026 - Australia
MFS Investment Management’s Benoit Anne digs deeper into why US bond yields are on the rise and what it means for other assets
Sep 30 2026 - International
Northern Star’s relative underperformance has attracted Gold Fields, one of the world’s largest gold producers, in what brokers characterise as a strategically appealing combination
Sep 29 2026 - Australia
Permanent FDA approval has removed a major regulatory overhang for Bubs Australia while opening the door to further US distribution
Sep 29 2026 - Small Caps
PR NEWSWIRE
Proya Claims Podium Fundamental Research Award at 2026 IFSCC
4:02 AM - PR NewsWire
FEAR IS BIGGER THAN EVER… AND ZERO LATENCY VR HAS THE SCIENCE TO PROVE IT
3:00 AM - PR NewsWire
Clean clothes, hot showers and human connection: Allianz backs Orange Sky to support disaster recovery
Oct 01 2026 - PR NewsWire
RUDI'S VIEWS
Rudi’s View: The Index Is No Longer The Market
Investors might be surprised about the level of similarities between equity markets in the US and domestically, plus fund managers’ favourite ASX stocks
Sep 30 2026
DAILY MARKET REPORTS
ASX Winners And Losers Of Today – 01-10-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Oct 01 2026
Australian Broker Call *Extra* Edition – Oct 01, 2026
Extra Edition of the Broker Call Report
Oct 01 2026
The Overnight Report: Bond Yields Discomfort
A global perspective on what happened overnight
Oct 01 2026
ASX Winners And Losers Of Today – 30-09-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Sep 30 2026
WEEKLY REPORTS
The Short Report – 01 Oct 2026
FNArena’s weekly update on short positions in the Australian share market
Oct 01 2026
Weekly Update On LICs & LITs – 30-Sep-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
Sep 30 2026
Australian Listed Real Estate Tables – 29-09-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Sep 29 2026
Uranium Week: Deep Yellow’s Tumas Moment
The U308 spot market traded in a tight range as sentiment waxed and waned between bullish and cautious, with broader financial market sentiment weighed down by higher rates
Sep 29 2026
Weekly Ratings, Targets, Forecast Changes – 25-09-26
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
Sep 28 2026
Next Week At A Glance – 28 Sept – 2 Oct 2026
A brief look at important company events and economic data releases next week
Sep 25 2026
Weekly Top Ten News Stories – 25 September 2026
Our top ten news stories from 17 September 2026 to 24 September 2026
Sep 25 2026
In Case You Missed It – BC Extra Upgrades & Downgrades – 25-09-26
A summary of the highlights from Broker Call Extra updates throughout the week past
Sep 25 2026
In Brief: L1 Group, Storage King & Bellevue Gold
This week’s In Brief covers three hidden ‘jewels’ that are offering value and upside potential
Sep 25 2026
THE MARKETS
Australia
02 October 2026 Updated : 09:12 AEDT
SPI Overnight
8678.00
+45.00
0.52%
NZ50
13779.960
-30.550
-0.220%
All Ordinaries
8794.40
-174.80
-1.95%
S&P ASX 200
8614.40
-174.90
-1.99%
S&P ASX 300
8546.40
-172.50
-1.98%
Communication Services
1525.00
-13.10
-0.85%
Consumer Discretionary
3515.70
-41.90
-1.18%
Consumer Staples
12771.80
-334.60
-2.55%
Energy
10556.90
-330.00
-3.03%
Financials
8992.70
-196.10
-2.13%
Health Care
31897.60
-813.60
-2.49%
Industrials
7897.30
-140.90
-1.75%
Info Technology
1668.50
-10.40
-0.62%
Materials
23640.40
-454.20
-1.89%
Real Estate
3232.00
-81.30
-2.45%
Utilities
9723.90
-89.40
-0.91%
A-REITs
1505.20
-38.80
-2.51%
All Technology Index
2764.00
-28.70
-1.03%
Banks
3761.60
-85.50
-2.22%
Gold Index
18321.60
-391.50
-2.09%
Metals & Mining
8150.40
-156.40
-1.88%
World
02 October 2026 Updated : 09:12 AEDT
CAD/USD
0.7030
+0.00
0.21%
EUR/JPY
177.70
-0.82
-0.46%
EUR/USD
1.1245
0.00
-0.27%
GBP/USD
1.3196
0.00
-0.05%
USD/JPY
158.04
-0.31
-0.20%
Aus Stocks
02 October 2026 Updated : 09:12 AEDT
Amcor (US)
41.81
-0.05
-0.12%
Newmont (US)
114.67
-0.69
-0.60%
Rio Tinto (UK)
6954.00
-145.00
-2.04%
BHP Group (US)
84.65
-0.21
-0.25%
Rio Tinto (US)
92.87
-1.30
-1.38%
ResMed (US)
221.15
-0.02
-0.01%
South32 (UK)
254.20
-10.40
-3.93%
James Hardie (US)
25.20
-0.11
-0.43%
Janus Henderson (US)
51.95
-0.02
-0.04%
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CALENDAR
Friday, 2 October 2026
NZ Sep ANZ consumer confidence JP Sep Tokyo CPI CH Public Holiday EZ Sep CPI (prelim) US Aug Durable goods (final) US Sep Non-farm payrolls NWH ex-div 14.50c (100%) SST ex-div 9.33c Monday, 5 October 2026
AU Public Holiday (NSW) AU Sep PMI (final) JP Sep PMI (final) CH Public Holiday ALL WEATHER STOCKS
Code Company Price CAR CAR GROUP LIMITED 
$22.00REA REA GROUP LIMITED $154.12RMD RESMED INC $31.55TNE TECHNOLOGY ONE LIMITED 
$29.22WOW WOOLWORTHS GROUP LIMITED $38.06WEEKLY PDF
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WEEK 36
WEEK 35
FNARENA TALKS
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FNARENA WINDOWS
Window on MINING SECTOR CONTRACTING
Chrysos Converts Disruption Into Dollars
Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods
Oct 01 2026
Window on GOLD & SILVER
Is Gold Setting Up For A Nice Bounce?
Seasonality and other factors support a higher price of gold in the weeks ahead, DeCarleyTrading.com’s Carley Garner reports
Oct 01 2026
Window on HARDWARE & EQUIPMENT
Codan’s Growth Goes (Even More) Exponential
Growth is so rapacious for Codan, management has upgraded interim FY27 guidance some six weeks after FY26 results, as demand for unmanned aircraft systems surges
Sep 30 2026
GEN AI
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