FINANCIAL NEWS
ASX Winners And Losers Of Today – 23-10-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
6:35 PM
Next Week At A Glance – 26-30 Oct 2026
A brief look at important company events and economic data releases next week
11:53 AM
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
11:00 AM
Weekly Top Ten News Stories – 23 October 2026
Our top ten news stories from 15 October 2026 to 22 October 2026
10:45 AM
Australian Broker Call *Extra* Edition – Oct 23, 2026
Extra Edition of the Broker Call Report
10:30 AM
Bell Potter rates A1M as Buy
AIC Mines delivered a mixed performance in the September quarter, Bell Potter observes, as production missed forecasts.
Eloise is poised for production growth ahead of the original schedule for the second half with December quarter guidance of 4,500t-4,900t copper, implying a 50% increase quarter on quarter and nearing the 20,000tpa nameplate of the expanded operations.
Mt Cuthbert also sets the scene for a second production centre and the next leg of growth. The broker raises EPS estimates by 50% for FY27 and 32% for FY28. Buy rating. Target is raised to $1.20 from $1.15.
Citi rates REA as Neutral
Citi says REA Group's hiring is slowing amid weak housing conditions. Headcount was up 3% year on year in September but flat over six months, with 10 staff added in the September quarter versus 62 in the preceding half.
The group's own Australian job listings are down -15% year on year in FY27 to date.
The broker forecasts FY27 operating expense growth of 5%, at the low end of guidance.
Target $165. Neutral.
UBS rates VEA as Neutral
Viva Energy's 3Q2026 update was broadly in line with UBS' expectations, although convenience sales and retail fuel volumes were slightly weaker than forecast.
Geelong's refining margin of US$21.4/bbl was impacted by -US$18.5m in hedging losses, while supply benefits from Vitol are expected to support earnings despite volatile fuel markets, the analyst points out.
Convenience sales increased 3.8% y/y, lagging Ampol's ((ALD)), while gross margins declined to 37.9%, with the broker anticipating a strategy refresh at the November 9 Investor Day.
EPS forecasts are trimmed by -1% for 2026 and -4% across 2027-28, reflecting lower refining volumes, slower retail fuel margin recovery and weaker commercial fuel volumes, partly offset by insurance proceeds.
UBS retains Neutral with a target price of $3.00, down from $3.20, citing valuation and uncertainty over the next phase of the convenience strategy.
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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 PRICE | CHANGE +/- | CHANGE % | VOLUME |
|---|---|---|---|
$39.69 22 Oct |
OPEN $39.20 |
HIGH $39.69 | 3,102,170 LOW $39.05 |
0.470| TARGET | |||
| $35.922-9.5% downside | |||
| Franking for last dividend paid out: 75% |
| Title | FY24 Actual | FY25 Actual | FY26 Forecast | FY27 Forecast |
|---|---|---|---|---|
| EPS (cps) | xxx | 198.2 | 247.7 | xxx |
| DPS (cps) | xxx | 166.0 | 166.7 | xxx |
| EPS Growth | xxx | - 9.1% | 25.0% | xxx |
| DPS Growth | xxx | 0.0% | 0.4% | xxx |
| PE Ratio | xxx | N/A | 16.2 | xxx |
| Dividend Yield | xxx | N/A | 4.2% | xxx |
| Div Pay Ratio(%) | xxx | 83.8% | 67.3% | xxx |
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DAILY FINANCIAL NEWS
Ampol: More Than A Refining Disappointment
Ampol’s September quarter result fell short of market expectations, but has the subsequent share price pullback opened up an opportunity for investors?
Oct 22 2026 - Australia
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Oct 22 2026 - International
The Chartist reports AMP’s successful breakout zone retest around the $2.00-$1.95 zone may still be required to prove that this bullish move north is the real deal
Oct 21 2026 - Technicals
Analysts see growing value in Champion Iron’s beaten down share price as its product mix shifts towards higher-grade direct reduction markets
Oct 21 2026 - Commodities
AI agents, tokenisation, digitalisation are knocking on traditional banking’s door, threatening to disrupt customer relationships, deposit profitability and the existing financial infrastructure
Oct 21 2026 - Australia
A landmark $700m counter-drone contract sparked major earnings upgrades for Electro Optic Systems, but the market refused to respond positively
Oct 20 2026 - Small Caps
PR NEWSWIRE
Blackbaud Expands AI-Powered Innovation for Social Impact at bbcon Sydney
9:00 AM - PR NewsWire
Cuttable relaunches as the AI ad platform that learns, backed by a $20 million Series A
12:00 AM - PR NewsWire
Samsung: Australian The Frame TV Owners Consume Almost 60 Million Hours of Art from Home in Six Months
Oct 22 2026 - PR NewsWire
Quantifind Establishes Asia-Pacific Headquarters in Sydney as Regional Demand Accelerates
Oct 22 2026 - PR NewsWire
Taimei Technology and GreenLight Clinical Expand Strategic Partnership at AusBiotech 2026 to Pioneer AI-Native Trial Execution Across Asia-Pacific
Oct 22 2026 - PR NewsWire
Cognizant to Acquire DyFlex Solutions, Accelerating AI-Led Enterprise Transformation for SAP Clients in Australia and New Zealand
Oct 22 2026 - PR NewsWire
RUDI'S VIEWS
Rudi’s View: Quality At Home, Value Abroad
Strategy adjustments and portfolio inclusions suggested by Bell Potter, Morgan Stanley, Morningstar and Ellerston Capital
Oct 22 2026
DAILY MARKET REPORTS
ASX Winners And Losers Of Today – 23-10-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
6:35 PM
Australian Broker Call *Extra* Edition – Oct 23, 2026
Extra Edition of the Broker Call Report
10:30 AM
ASX Winners And Losers Of Today – 22-10-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Oct 22 2026
Australian Broker Call *Extra* Edition – Oct 22, 2026
Extra Edition of the Broker Call Report
Oct 22 2026
The Overnight Report: Nvidia & SpaceX Rally
A global perspective on what happened overnight
Oct 22 2026
WEEKLY REPORTS
Next Week At A Glance – 26-30 Oct 2026
A brief look at important company events and economic data releases next week
11:53 AM
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
11:00 AM
Weekly Top Ten News Stories – 23 October 2026
Our top ten news stories from 15 October 2026 to 22 October 2026
10:45 AM
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.
10:00 AM
The Short Report – 22 Oct 2026
FNArena’s weekly update on short positions in the Australian share market
Oct 22 2026
Weekly Update On LICs & LITs – 20-Oct-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
Oct 20 2026
Uranium Week: Stocks Tickle 52-Week Lows
U308 prices remain resilient, but negative factor momentum, operational setbacks, funding constraints and persistent short selling are weighing heavily on investor sentiment for equities
Oct 20 2026
Australian Listed Real Estate Tables – 19-10-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Oct 19 2026
Weekly Ratings, Targets, Forecast Changes – 16-10-26
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
Oct 19 2026
THE MARKETS
Australia
23 October 2026 Updated : 20:11 AEDT
SPI Overnight
8788.00
-19.00
-0.22%
NZ50
13733.930
-12.910
-0.090%
All Ordinaries
8905.80
-11.30
-0.13%
S&P ASX 200
8795.20
+2.00
0.02%
S&P ASX 300
8697.10
-2.60
-0.03%
Communication Services
1598.90
+18.20
1.15%
Consumer Discretionary
3772.40
+94.70
2.57%
Consumer Staples
13890.90
+13.60
0.10%
Energy
10904.50
-44.10
-0.40%
Financials
9721.80
+209.80
2.21%
Health Care
34549.70
+235.90
0.69%
Industrials
8194.60
+8.00
0.10%
Info Technology
1600.40
-14.80
-0.92%
Materials
21345.10
-853.70
-3.85%
Real Estate
3243.30
-17.50
-0.54%
Utilities
10809.20
+88.30
0.82%
A-REITs
1512.70
-8.20
-0.54%
All Technology Index
2822.70
-13.20
-0.47%
Banks
4094.70
+127.10
3.20%
Gold Index
16262.50
-957.00
-5.56%
Metals & Mining
7271.50
-318.60
-4.20%
World
23 October 2026 Updated : 20:11 AEDT
CAD/USD
0.7135
+0.00
0.01%
EUR/JPY
175.45
-0.93
-0.53%
EUR/USD
1.1194
0.00
-0.36%
GBP/USD
1.3378
0.00
-0.23%
USD/JPY
156.74
-0.34
-0.22%
Aus Stocks
23 October 2026 Updated : 20:11 AEDT
Amcor (US)
46.28
+1.01
2.23%
Newmont (US)
114.11
-3.07
-2.62%
Rio Tinto (UK)
6249.00
-11.00
-0.18%
BHP Group (US)
77.58
-3.24
-4.01%
Rio Tinto (US)
84.14
-2.78
-3.20%
ResMed (US)
253.06
+6.86
2.79%
South32 (UK)
216.80
-4.40
-1.99%
James Hardie (US)
26.54
+0.24
0.91%
Janus Henderson (US)
51.95
-0.02
-0.04%
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CALENDAR
Friday, 23 October 2026
AU Oct PMI prelim JP Oct PMI (prelim) JP Sep CPI JP Sep CPI excluding fresh food JP Sep CPI excluding fresh food and energy EZ Oct PMI prelim UK Oct PMI (prelim) UK Sep Retail sales UK Sep Retail sales excluding auto fuel US Oct Kansas Fed US Oct PMI prelim US Oct Uni Mich sentiment (final) US Oct University of Michigan 1-year inflation (final) ALL WEATHER STOCKS
Code Company Price CAR CAR GROUP LIMITED 
$25.02REA REA GROUP LIMITED $164.11RMD RESMED INC 
$35.91TNE TECHNOLOGY ONE LIMITED $32.25WOW WOOLWORTHS GROUP LIMITED $41.75WEEKLY PDF
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WEEK 43
WEEK 42
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WEEK 39
FNARENA TALKS
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FNARENA WINDOWS
Window on DIVERSIFIED FINANCIALS
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.
10:00 AM
Window on WEALTH MANAGEMENT & INVESTMENTS
Looking For AMP Shares’ Bullish Confirmation
The Chartist reports AMP’s successful breakout zone retest around the $2.00-$1.95 zone may still be required to prove that this bullish move north is the real deal
Oct 21 2026
Window on IRON ORE
Champion Iron’s Premium Promise
Analysts see growing value in Champion Iron’s beaten down share price as its product mix shifts towards higher-grade direct reduction markets
Oct 21 2026
GEN AI
Banks: AI, Agents, Tokenisation Are The Future
AI agents, tokenisation, digitalisation are knocking on traditional banking’s door, threatening to disrupt customer relationships, deposit profitability and the existing financial infrastructure
Oct 21 2026