FINANCIAL NEWS

ASX Winners And Losers Of Today – 01-05-26

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

6:35 PM


FNArena Corporate Results Monitor – 01-05-2026

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

3:22 PM


Next Week At A Glance – 4-8 May 2026

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

11:19 AM


Weekly Top Ten News Stories – 1 May 2026

Our top ten news stories from 23 April 2026 to 30 April 2026

10:45 AM


In Case You Missed It – BC Extra Upgrades & Downgrades – 01-05-26

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

10:30 AM


Morgans rates BBT as Buy

Morgans observes betr Entertainment's 3Q26 update saw an improvement in margins post the Spring Carnival and should be well positioned to achieve 2H26 targets. Turnover for the period rose 2% y/y despite there being one less Saturday.

Management reiterated earnings (EBITDA) targets of $5m-$8m for 2H26 and $13m-$19m for FY27. The cost reduction program is also in place to generate an expected $6m in annual savings.

The cash position at $28.7m including client balances of $13.7m was lower than the broker's expectations.

Target lowered to 35c from 41c due to ascribing a higher risk free rate to the valuation and higher cost of capital assumptions. Buy rating maintained.

Citi rates CSC as Buy

Citi observes Capstone Copper's March quarter production and costs beat consensus forecasts by 2% and 5%, respectively.

Performance was supported by a recovery at Mantoverde in Chile, the analyst explains, where throughput and recoveries improved materially through the quarter.

Earnings also exceeded the consensus forecast by 12%, while net debt declined, strengthening the balance sheet, the broker highlights.

2026 guidance remains unchanged.

Key upcoming catalysts are seen as progress at the Mantoverde Optimised (upgrade and expansion project) and permitting and study milestones at Mantos Blancos (also in Chile).

Target $16.60. Buy.

Citi rates LTR as Neutral

Citi highlights a mixed March quarter from Liontown, with stronger cash generation at Kathleen Valley offset by a weaker operational performance.

Cash flow improved on higher realised lithium prices, but production missed expectations and costs increased, partly reflecting higher royalties, the analyst explains.

Recoveries from open pit ore were a key weakness, according to the broker, though early April data shows improvement.

Commentary notes underground mining continues to ramp up ahead of schedule, with further production growth expected through FY27.

Citi maintains a cautious stance following the operational variability. Neutral. Target $1.65.

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

$36.65

30 Apr
2026

market green arrow 0.470

OPEN

$36.20

market green arrow 1.30%

HIGH

$36.98

6,563,478

LOW

$36.16

TARGET
$35.253-3.8% downside
Franking for last dividend paid out: 70%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 243.8 xxx
DPS (cps)xxx 166.0 166.5 xxx
EPS Growthxxx - 9.1% 23.0% xxx
DPS Growthxxx 0.0% 0.3% xxx
PE Ratioxxx N/A 14.6 xxx
Dividend Yieldxxx N/A 4.7% xxx
Div Pay Ratio(%)xxx 83.8% 68.3% xxx

FOLLOW US ON SOCIAL MEDIA

9.1K Followers
26.3K Posts
@Filapek
Rudi Filapek-Vandyck@Filapek
2h
RBC Capital on MinRes $MIN: "Today's announcement will likely be seen as a positive. "The deal delay extends MinRes’ higher equity exposure to lithium earnings through FY26 and 1H FY27, with the step-down from 50% to 35% ownership now deferred. "This supports near-term cash
@Filapek
Rudi Filapek-Vandyck@Filapek
2h
Citi on $ANZ Bank: "ANZ reported a 1H26 cash profit of $3,780m, which was ~2.5% ahead of VA consensus. "The beat was driven by lower BDDs, which at $274m were in-line with CitiE but ~30% below consensus given no material CP top-up vs peers. "Minor tweaks to overlays and
@Filapek
Rudi Filapek-Vandyck@Filapek
2h
Jarden on Coles Group $COL: "Slight miss driven by other, with food in line. Good start to Q4. "COL talking to an increase in price requests in food and rising fuel costs but nothing quantitative, in contrast to WOW - suggests COL see no need to update market (a positive).
@Filapek
Rudi Filapek-Vandyck@Filapek
2h
Citi on Coles Group $COL: "Coles Supermarkets 3Q26 LFL sales came in at 3.6%, in-line with VA consensus (3.5%) but slightly above our 3.1% estimate. "Total Supermarkets sales growth of 4% was slightly ahead of the February trading update (3.7%). Supermarket sales to date in
@Filapek
Rudi Filapek-Vandyck@Filapek
3h
RBC Capital on Coles Group $COL: "Supermarkets printed a modest beat to RBCe and consensus on comp sales with total sales growth ex tobacco holding up relatively well. "Liquor comps sales were very soft, missing RBCe and cons by -2.3% and -2.0%, respectively, reflecting ongoing
@Filapek
Rudi Filapek-Vandyck@Filapek
3h
Jarden on $ANZ Bank: "The result - Cash 1H26 NPAT $3,780m, up +70% HoH and vs cons at $3,688m (a +3% beat) and +3% vs JARDe at $3,683m. Statutory 1H26 NPAT $3,650m, up +62% HoH. (cons. = VA consensus) "ANZ has a clear distinctive target to increase RoTE to 12% by FY28 (13% by
@Filapek
Rudi Filapek-Vandyck@Filapek
5h
RBC Capital on MinRes $MIN: "MarchQ was better than expected on volumes, strong pricing, and cash generation. "Guidance was upgraded across multiple segments, and operational delivery is translating into faster deleveraging, with Net debt now at ~A$4.5b & visibility clear on
@Filapek
Rudi Filapek-Vandyck@Filapek
5h
RBC Capital on G8 Education $GEM: "GEM's AGM trading update confirms occupancy headwinds have not abated in FY26-to-date, with trends tracking materially below pre-update expectations. "The earnings impact is likely to be more severe than historical sensitivities would imply,
@Filapek
Rudi Filapek-Vandyck@Filapek
5h
RBC Capital on ResMed $RMD: "RMD has delivered a good result that was a slight beat to RBCe and consensus across the majority of metrics. "Whilst Americas devices missed RBCe and consensus estimates and RoW devices growth met expectations, growth within masks was a highlight
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Woolworths Group $WOW: "Group sales of $18,095m beat RBCe by 10bps and beat cons by 60bps. "We think the two key aspects of the 3Q investors will focus on are: 1) guidance downgrade for AU food (mid to high single digits vs upper end of the range previously)
FIND FNARENA ON

DAILY FINANCIAL NEWS

FNArena Corporate Results Monitor – 01-05-2026

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

3:22 PM - Australia


Persistent short positioning, even after a sharp rally, points to concerns about processing margins and where value is captured in the lithium market

Apr 30 2026 - Commodities


Gold miner Greatland Resources March quarter ‘beat’ on production and costs. With significant projects under development, analysts disagree on valuation

Apr 30 2026 - Commodities


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

Apr 29 2026 - Treasure Chest


New Treasury consultation papers pose increasing regulatory risk for platform operators

Apr 29 2026 - Australia


Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

Apr 29 2026 - Technicals


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RUDI'S VIEWS

Rudi’s View: Stagflation, No Recession

As the world remains confident the situation in the Middle East will be resolved, Australia feels the pain

Apr 30 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 01-05-26

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

6:35 PM


The Overnight Report: April’s Gone, Hello May

A global perspective on what happened overnight

8:58 AM


Today’s Financial Calendar – 01-05-2026

Significant Scheduled Events For 01 May, 2026

8:15 AM


ASX Winners And Losers Of Today – 30-04-26

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

Apr 30 2026


Australian Broker Call *Extra* Edition – Apr 30, 2026

Extra Edition of the Broker Call Report

Apr 30 2026


The Overnight Report: Big Tech Shines (Again!)

A global perspective on what happened overnight

Apr 30 2026


Today’s Financial Calendar – 30-04-2026

Significant Scheduled Events For 30 April, 2026

Apr 30 2026


WEEKLY REPORTS

Next Week At A Glance – 4-8 May 2026

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

11:19 AM

Weekly Top Ten News Stories – 1 May 2026

Our top ten news stories from 23 April 2026 to 30 April 2026

10:45 AM

In Case You Missed It – BC Extra Upgrades & Downgrades – 01-05-26

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

10:30 AM


In Brief: Reliance, Bannerman & Codan

Three companies that touch on three major thematics; US tariffs, the growth in uranium demand and rising geo-political risks to create a mix of the bombed out and too hot too handle (?) stocks.

10:00 AM

The Short Report – 30 Apr 2026

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

Apr 30 2026

Weekly Update On LICs & LITs – 28-Apr-2026

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

Apr 28 2026


Uranium Week: Rising Interest From Utilities

Looking past the near term market volatility and uncertainty around rising costs and reagent supply shortages, analysts maintain the longer term outlook for U308 continues to improve

Apr 28 2026

Australian Listed Real Estate Tables – 27-04-2026

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

Apr 27 2026

Weekly Ratings, Targets, Forecast Changes – 24-04-26

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

Apr 27 2026


9.1K Followers
26.3K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
RBC Capital on MinRes $MIN: "Today's announcement will likely be seen as a positive. "The deal delay extends MinRes’ higher equity exposure to lithium earnings through FY26 and 1H FY27, with the step-down from 50% to 35% ownership now deferred. "This supports near-term cash
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
Citi on $ANZ Bank: "ANZ reported a 1H26 cash profit of $3,780m, which was ~2.5% ahead of VA consensus. "The beat was driven by lower BDDs, which at $274m were in-line with CitiE but ~30% below consensus given no material CP top-up vs peers. "Minor tweaks to overlays and
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
Jarden on Coles Group $COL: "Slight miss driven by other, with food in line. Good start to Q4. "COL talking to an increase in price requests in food and rising fuel costs but nothing quantitative, in contrast to WOW - suggests COL see no need to update market (a positive).
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
Citi on Coles Group $COL: "Coles Supermarkets 3Q26 LFL sales came in at 3.6%, in-line with VA consensus (3.5%) but slightly above our 3.1% estimate. "Total Supermarkets sales growth of 4% was slightly ahead of the February trading update (3.7%). Supermarket sales to date in
@Filapek
Rudi Filapek-Vandyck @Filapek
13h
RBC Capital on Coles Group $COL: "Supermarkets printed a modest beat to RBCe and consensus on comp sales with total sales growth ex tobacco holding up relatively well. "Liquor comps sales were very soft, missing RBCe and cons by -2.3% and -2.0%, respectively, reflecting ongoing
@Filapek
Rudi Filapek-Vandyck @Filapek
13h
Jarden on $ANZ Bank: "The result - Cash 1H26 NPAT $3,780m, up +70% HoH and vs cons at $3,688m (a +3% beat) and +3% vs JARDe at $3,683m. Statutory 1H26 NPAT $3,650m, up +62% HoH. (cons. = VA consensus) "ANZ has a clear distinctive target to increase RoTE to 12% by FY28 (13% by
@Filapek
Rudi Filapek-Vandyck @Filapek
15h
RBC Capital on MinRes $MIN: "MarchQ was better than expected on volumes, strong pricing, and cash generation. "Guidance was upgraded across multiple segments, and operational delivery is translating into faster deleveraging, with Net debt now at ~A$4.5b & visibility clear on
@Filapek
Rudi Filapek-Vandyck @Filapek
15h
RBC Capital on G8 Education $GEM: "GEM's AGM trading update confirms occupancy headwinds have not abated in FY26-to-date, with trends tracking materially below pre-update expectations. "The earnings impact is likely to be more severe than historical sensitivities would imply,
@Filapek
Rudi Filapek-Vandyck @Filapek
15h
RBC Capital on ResMed $RMD: "RMD has delivered a good result that was a slight beat to RBCe and consensus across the majority of metrics. "Whilst Americas devices missed RBCe and consensus estimates and RoW devices growth met expectations, growth within masks was a highlight
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Woolworths Group $WOW: "Group sales of $18,095m beat RBCe by 10bps and beat cons by 60bps. "We think the two key aspects of the 3Q investors will focus on are: 1) guidance downgrade for AU food (mid to high single digits vs upper end of the range previously)
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    01 May 2026   Updated : 20:12   AEDT

    SPI Overnight

    8799.00

    +131.00

    1.51%

    NZ50

    13039.200

    +135.890

    1.050%

    All Ordinaries

    8954.70

    +67.10

    0.75%

    S&P ASX 200

    8729.80

    +64.00

    0.74%

    S&P ASX 300

    8662.70

    +63.00

    0.73%

    Communication Services

    1735.40

    +12.70

    0.74%

    Consumer Discretionary

    3433.20

    +26.60

    0.78%

    Consumer Staples

    12166.50

    +135.40

    1.13%

    Energy

    11066.60

    +2.40

    0.02%

    Financials

    9532.40

    -24.10

    -0.25%

    Health Care

    25375.20

    +54.20

    0.21%

    Industrials

    8096.90

    +101.50

    1.27%

    Info Technology

    1776.00

    +12.90

    0.73%

    Materials

    23174.00

    +473.90

    2.09%

    Real Estate

    3573.50

    +35.60

    1.01%

    Utilities

    10499.60

    +58.30

    0.56%

    A-REITs

    1654.30

    +17.20

    1.05%

    All Technology Index

    2815.00

    +21.50

    0.77%

    Banks

    4114.80

    -27.70

    -0.67%

    Gold Index

    16873.80

    +166.60

    1.00%

    Metals & Mining

    8046.50

    +163.40

    2.07%

    Click item/line to change chart

  • Australasia

    01 May 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7188

    +0.00

    0.56%

    AUD/NZD

    1.2201

    0.00

    -0.05%

    NZD/USD

    0.5891

    +0.00

    0.61%

    AUD/JPY

    112.53

    -1.28

    -1.12%

    SGD/AUD

    1.09

    0.00

    -0.23%

    AUD/EUR

    0.6123

    +0.00

    0.18%

    AUD/GBP

    0.5285

    0.00

    -0.15%

    AUDCAD

    0.9758

    0.00

    -0.07%

  • World

    01 May 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7365

    +0.00

    0.63%

    EUR/JPY

    183.81

    -2.43

    -1.30%

    EUR/USD

    1.1739

    +0.00

    0.38%

    GBP/USD

    1.3599

    +0.01

    0.71%

    USD/JPY

    156.56

    -2.69

    -1.69%

    Click item/line to change chart

  • World

    01 May 2026   Updated : 20:12   AEDT

    FTSE100

    10311.07

    -67.75

    -0.65%

    DAX30

    24292.38

    +337.82

    1.41%

    Hang Seng

    25776.53

    -335.31

    -1.28%

    Nikkei 225

    59513.12

    +228.20

    0.38%

    NZ50

    13039.200

    +135.890

    1.050%

    DJIA

    49652.14

    +790.33

    1.62%

    S&P500

    7209.01

    +73.06

    1.02%

    Nasdaq Comp

    24892.31

    +219.07

    0.89%

    S&P500 VIX

    17.07

    -1.74

    -9.25%

    US 10-year yield

    4.390

    -0.028

    -0.630%

    USD Index

    97.96

    -0.88

    -0.89%

  • Aus Stocks

    01 May 2026   Updated : 20:12   AEDT

    Amcor (US)

    38.04

    0.00

    0.00%

    Newmont (US)

    111.09

    0.00

    0.00%

    Rio Tinto (UK)

    7328.00

    -20.00

    -0.27%

    BHP Group (US)

    79.30

    0.00

    0.00%

    Rio Tinto (US)

    100.48

    0.00

    0.00%

    ResMed (US)

    213.81

    0.00

    0.00%

    South32 (UK)

    213.90

    -0.90

    -0.42%

    James Hardie (US)

    20.99

    0.00

    0.00%

    Janus Henderson (US)

    51.61

    0.00

    0.00%

    Click item/line to change chart

  • Metals & Minerals

    01 May 2026   Updated : 07:07   AEDT

    Gold (oz)

    4636.00

    +78.86

    1.73%

    Silver (oz)

    74.24

    +2.43

    3.38%

    Copper (lb)

    6.0283

    +0.10

    1.65%

    Aluminium (lb)

    1.5805

    +0.00

    0.06%

    Nickel (lb)

    8.7681

    +0.02

    0.28%

    Zinc (lb)

    1.5283

    +0.02

    1.58%

    Copper (t)

    13286.37

    +215.55

    1.65%

    Aluminium (t)

    3483.50

    +2.10

    0.06%

    Nickel (t)

    19325.00

    +55.00

    0.29%

    Zinc (t)

    3368.40

    +52.20

    1.57%

    Uranium (lb) weekly

    86.25

    -0.75

    -0.86%

    Iron Ore (t)

    107.18

    +0.03

    0.03%

  • Energy

    01 May 2026   Updated : 07:07   AEDT

    West Texas Crude

    105.45

    -2.62

    -2.42%

    Brent Crude

    111.22

    -1.23

    -1.09%

CALENDAR

Friday, 1 May 2026
NZ ANZ Cons confidence
AU 1Q PPI
US April ISM manufacturing
XX China, Germany Public Holiday
XX China, Germany Public Holiday
ANZ1H26 earnings report
COLQtrly Update
RMD3Q26 Report
SNZinvestor briefing
Monday, 4 May 2026
AU April ANZ Job Ads
AU March Building Approvals
US March Durable Goods

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$25.26

REAREA GROUP LIMITED

market icon up$170.33

RMDRESMED INC

market icon down$28.73

TNETECHNOLOGY ONE LIMITED

market icon down$27.95

WOWWOOLWORTHS GROUP LIMITED

market icon down$34.15

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FNARENA TALKS

FNARENA WINDOWS

Window on NEW BATTERY ELEMENTS

Why Is PLS Still Heavily Shorted?

Persistent short positioning, even after a sharp rally, points to concerns about processing margins and where value is captured in the lithium market

Apr 30 2026


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The Greatland Resources Valuation Debate

Gold miner Greatland Resources March quarter ‘beat’ on production and costs. With significant projects under development, analysts disagree on valuation

Apr 30 2026


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Treasure Chest: Aristocrat Leisure

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

Apr 29 2026


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AI’s Power Demand Is Rewiring Global Markets

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

Apr 27 2026


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The Critical State Of Critical Minerals

China’s dominance of critical mineral refining has led to a global scramble to satisfy demand from energy transition, EVs, AI, data centres and much more

Apr 07 2026