FINANCIAL NEWS

ASX Winners And Losers Of Today – 14-11-25

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 – 14-11-2025

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

1:56 PM


Next Week At A Glance – 17-21 Nov 2025

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

11:29 AM


Weekly Top Ten News Stories – 14 November 2025

Our top ten news stories from 06 November 2025 to 13 November 2025

10:50 AM


In Case You Missed It – BC Extra Upgrades & Downgrades – 14-11-25

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

10:30 AM


Bell Potter rates GNC as Hold

GrainCorp delivered FY25 underlying net profit of $86.7m, in line with guidance, with revenue up 12% y/y and EBITDA up 15% to $308m.

Bell Potter notes strength in Nutrition, Energy, and a favourable crop protection contract offset softer Agribusiness margins. Crop receipts were 13.3mt, at the upper end of 12.5-13.5mt guidance, and exports of 7.0mt met the guidance midpoint.

The GrainsConnect JV was impaired, with -$15m loss booked in FY25, and no future losses will be reflected in the P&L..

FY26 guidance is pending and expected at the AGM in February. The broker expects margin improvement to mirror FY25 and made no change to net profit forecasts.

Hold. Target trimmed to $8.50 from $9.10.

UBS rates IFT as Buy

The -5% fall in the Infratil share price post 1H26 result is viewed as an overreaction by UBS as earnings (EBITDAF) broadly met expectations. Outlook over the medium term for CDC and Long Road also remains positive.

Serrano came online sooner than anticipated, which assisted Long Road as well as the timing of renewable costs.

FY26 proportional earnings (EBITDA) guidance was lowered to NZ$960m-1000m from NZ$1,000-1015m to adjust for asset sales, while FY26 guidance from Long Road was raised 9%.

CDC is expected to double earnings (EBITDAF) to $660m in FY27 from $330m in FY25 due to 140MW of contract wins, the analyst highlights.

Target price lifts to NZ$14 from NZ$13.75 with a roll-forward of the CDC valuation, up 5% to NZ$7.7bn from NZ$7.35bn with an unchanged Buy rating.

Bell Potter rates WTM as Initiation of coverage with Speculative Buy

Bell Potter initiated coverage of Waratah Minerals with a Speculative Buy rating and target price of 95c.

The company is a gold/copper explorer focused on its 100% owned Spur project near Orange, NSW, and adjacent to Newmont Mining's ((NEM)) Cadia operations.

It targets intrusive margin settings favourable for epithermal-porphyry systems, similar to Evolution Mining's ((EVN)) 14Moz Cowal gold deposit. Spur results indicate potential for large-scale mineralisation, supported by strong management and a clear exploration strategy.

The company is well-funded with $34m in cash and five rigs, enabling aggressive drilling through 2026, the broker notes.

The broker forecasts a 2.5-3.0Moz gold resource at 0.8-1.0g/t, forming the basis of its valuation using a 50:50 blend of EV/oz metrics and a risk-adjusted notional mining case.

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

$36.94

13 Nov
2025

market red arrow -1.910

OPEN

$37.75

market red arrow -4.92%

HIGH

$38.07

9,240,999

LOW

$36.66

TARGET
$33.515-9.3% 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 198.2 245.2 xxx
DPS (cps)xxx 166.0 167.4 xxx
EPS Growthxxx - 9.1% 23.7% xxx
DPS Growthxxx 0.0% 0.8% xxx
PE Ratioxxx N/A 14.7 xxx
Dividend Yieldxxx N/A 4.7% xxx
Div Pay Ratio(%)xxx 83.8% 68.3% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
30m
I'll take any grain of positives today.... Car Group $CAR - WooHoo! (I know, little things in life and happiness, etc)
@Filapek
Rudi Filapek-Vandyck@Filapek
1h
Does anyone know a funny joke about money and investing? Today's the perfect day for it 😉
@Filapek
Rudi Filapek-Vandyck@Filapek
3h
“The market is the sum total of the wisdom … and the ignorance … of all of those who deal in it; and we dare not argue with the market’s wisdom.” Dennis Gartman (spoken like a true blue trader)
@Filapek
Rudi Filapek-Vandyck@Filapek
4h
RBC Capital on Infratil $IFT: "Infratil (IFT) delivered a soft 1H26 result, with ‘operational’ prop EBITDAF +7% yoy to NZ$513.5m. " Total prop EBITDAF +7% to NZ$481.9m (-5% vs cons). An interim dividend of 7.25cps was declared unch yoy (vs cons 8cps). " Overall group EBITDA
@Filapek
Rudi Filapek-Vandyck@Filapek
4h
RBC Capital on Xero $XRO :"Solid 1H26 core with CFs strong after removing one-off tailwinds from interest on cash raised for Melio. "North America revenue headline missed, however removing pcp Xerocon US revenue saw underlying +26% pcp. "No Melio sign posts/pathway on how
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Webjet Group down. GrainCorp down. Xero down. But Orica up. Previously: CBA down. Bendigo down. Inghams bad, but share price recovered. Aristocrat down. Life360 down. Releasing financial results and market updates seems a lot riskier these days than it used to be.#investing
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Reading Macquarie's first assessment of Xero's $XRO FY26 release this morning you'd think the shares would be up by multiple percentages... FY26 guidance upgrade. FY28 targets reiterated. Subs in-line, ARPU beat. Strong AMRR. Cost beat. Strong Rule of 40. Payments strength.
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Alfonso Peccatiello, The Macro Compass: "a very underestimated outcome of data centers buildouts is the amount of actual people needed to build the data centers (funny, right?). "Estimates based on the 2026 announced US AI capex point to ~150k manufacturing jobs to be created,
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Australia in H2 2025: how to experience a repeat of the 2000-2001 Nasdaq meltdown without having an actual Nasdaq meltdown. Never underestimate the dominant force that is general market sentiment, or 'fear' if you like.#equities#XJO#investing#stocks#allweatherman
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Inghams Group $ING: "1H26 EBITDA guidance of $80m is ~18% below our 1H26 forecast of $97.8m and 17% below consensus of $95.8m. "ING has reiterated its FY26 guidance, but this implies a ~65% 2H EBITDA contribution vs ~45% historically, and the required 2H number
FIND FNARENA ON

DAILY FINANCIAL NEWS

FNArena Corporate Results Monitor – 14-11-2025

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

1:56 PM - Australia


Independent Investment Research updates developments in Australia’s listed investment trust and provides comparative data

Nov 13 2025 - Australia


A sharp sell-off in CommBank shares post a relatively benign first quarter update has yet again put the focus on that large valuation premium. Is the competition catching up?

Nov 13 2025 - Australia


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

Nov 12 2025 - Treasure Chest


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

Nov 12 2025 - Technicals


Woodside Energy’s growth projects should generate cash flow sufficient to materially boost its dividend payout, but investors should not hold their breath

Nov 12 2025 - Commodities


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RUDI'S VIEWS

Rudi’s View: Antipa, Computershare, IPH, Lynas, Macquarie, Rio Tinto & More

This week’s updates on strategy and preferred stock picks

Nov 13 2025

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 14-11-25

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: Sayonara Rate Cuts

A global perspective on what happened overnight

8:46 AM


Today’s Financial Calendar – 14-11-2025

Significant Scheduled Events For 14 November, 2025

8:15 AM


ASX Winners And Losers Of Today – 13-11-25

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

Nov 13 2025


Australian Broker Call *Extra* Edition – Nov 13, 2025

Extra Edition of the Broker Call Report

Nov 13 2025


The Overnight Report: Dow Rocks New Record

A global perspective on what happened overnight

Nov 13 2025


Today’s Financial Calendar – 13-11-2025

Significant Scheduled Events For 13 November, 2025

Nov 13 2025


WEEKLY REPORTS

Next Week At A Glance – 17-21 Nov 2025

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

11:29 AM

Weekly Top Ten News Stories – 14 November 2025

Our top ten news stories from 06 November 2025 to 13 November 2025

10:50 AM

In Case You Missed It – BC Extra Upgrades & Downgrades – 14-11-25

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

10:30 AM


In Brief: Black Cat, Sun Silver, Unico & MinRes

A veritable smorgasbord of silver and gold ideas as brokers initiate coverage on smaller cap ideas, while Mineral Resources receives a thumbs down

10:00 AM

The Short Report – 13 Nov 2025

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

Nov 13 2025

Weekly Update On LICs & LITs – 11-Nov-2025

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

Nov 11 2025


Uranium Week: Biggest Spot Fall Since March

Risk off affected spot uranium trading while the longer term investment case for higher U308 prices continues to mount

Nov 11 2025

Australian Listed Real Estate Tables – 10-11-2025

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

Nov 10 2025

Weekly Ratings, Targets, Forecast Changes – 07-11-25

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

Nov 10 2025


9K Followers
25.6K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
11h
I'll take any grain of positives today.... Car Group $CAR - WooHoo! (I know, little things in life and happiness, etc)
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
Does anyone know a funny joke about money and investing? Today's the perfect day for it 😉
@Filapek
Rudi Filapek-Vandyck @Filapek
14h
“The market is the sum total of the wisdom … and the ignorance … of all of those who deal in it; and we dare not argue with the market’s wisdom.” Dennis Gartman (spoken like a true blue trader)
@Filapek
Rudi Filapek-Vandyck @Filapek
15h
RBC Capital on Infratil $IFT: "Infratil (IFT) delivered a soft 1H26 result, with ‘operational’ prop EBITDAF +7% yoy to NZ$513.5m. " Total prop EBITDAF +7% to NZ$481.9m (-5% vs cons). An interim dividend of 7.25cps was declared unch yoy (vs cons 8cps). " Overall group EBITDA
@Filapek
Rudi Filapek-Vandyck @Filapek
15h
RBC Capital on Xero $XRO :"Solid 1H26 core with CFs strong after removing one-off tailwinds from interest on cash raised for Melio. "North America revenue headline missed, however removing pcp Xerocon US revenue saw underlying +26% pcp. "No Melio sign posts/pathway on how
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Webjet Group down. GrainCorp down. Xero down. But Orica up. Previously: CBA down. Bendigo down. Inghams bad, but share price recovered. Aristocrat down. Life360 down. Releasing financial results and market updates seems a lot riskier these days than it used to be. #investing
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Reading Macquarie's first assessment of Xero's $XRO FY26 release this morning you'd think the shares would be up by multiple percentages... FY26 guidance upgrade. FY28 targets reiterated. Subs in-line, ARPU beat. Strong AMRR. Cost beat. Strong Rule of 40. Payments strength.
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Alfonso Peccatiello, The Macro Compass: "a very underestimated outcome of data centers buildouts is the amount of actual people needed to build the data centers (funny, right?). "Estimates based on the 2026 announced US AI capex point to ~150k manufacturing jobs to be created,
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Australia in H2 2025: how to experience a repeat of the 2000-2001 Nasdaq meltdown without having an actual Nasdaq meltdown. Never underestimate the dominant force that is general market sentiment, or 'fear' if you like. #equities #XJO #investing #stocks #allweatherman
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Inghams Group $ING: "1H26 EBITDA guidance of $80m is ~18% below our 1H26 forecast of $97.8m and 17% below consensus of $95.8m. "ING has reiterated its FY26 guidance, but this implies a ~65% 2H EBITDA contribution vs ~45% historically, and the required 2H number
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    14 November 2025   Updated : 20:12   AEDT

    SPI Overnight

    8642.00

    -136.00

    -1.55%

    NZ50

    13464.460

    -133.410

    -0.980%

    All Ordinaries

    8907.00

    -127.50

    -1.41%

    S&P ASX 200

    8634.50

    -118.90

    -1.36%

    S&P ASX 300

    8583.90

    -119.80

    -1.38%

    Communication Services

    1802.70

    -12.70

    -0.70%

    Consumer Discretionary

    4048.80

    -53.40

    -1.30%

    Consumer Staples

    11728.40

    -18.30

    -0.16%

    Energy

    8891.70

    +17.40

    0.20%

    Financials

    9246.20

    -175.30

    -1.86%

    Health Care

    35088.90

    -324.10

    -0.92%

    Industrials

    8396.50

    -57.80

    -0.68%

    Info Technology

    2331.50

    -107.80

    -4.42%

    Materials

    19765.50

    -286.50

    -1.43%

    Real Estate

    3879.70

    -26.80

    -0.69%

    Utilities

    10053.20

    -6.70

    -0.07%

    A-REITs

    1782.40

    -12.70

    -0.71%

    All Technology Index

    3592.50

    -101.50

    -2.75%

    Banks

    3998.50

    -75.60

    -1.86%

    Gold Index

    17119.20

    -392.00

    -2.24%

    Metals & Mining

    6772.10

    -110.00

    -1.60%

    Click item/line to change chart

  • Australasia

    14 November 2025   Updated : 20:12   AEDT

    AUD/USD

    0.6531

    0.00

    -0.70%

    AUD/NZD

    1.1496

    -0.01

    -0.73%

    NZD/USD

    0.5680

    0.00

    0.00%

    AUD/JPY

    100.97

    -0.66

    -0.65%

    SGD/AUD

    1.18

    +0.01

    0.65%

    AUD/EUR

    0.5615

    0.00

    -0.74%

    AUD/GBP

    0.4954

    0.00

    -0.88%

    AUDCAD

    0.9163

    0.00

    -0.39%

  • World

    14 November 2025   Updated : 20:12   AEDT

    CAD/USD

    0.7126

    0.00

    -0.32%

    EUR/JPY

    179.80

    +0.14

    0.08%

    EUR/USD

    1.1628

    0.00

    0.00%

    GBP/USD

    1.3180

    +0.00

    0.14%

    USD/JPY

    154.62

    +0.11

    0.07%

    Click item/line to change chart

  • World

    14 November 2025   Updated : 20:12   AEDT

    FTSE100

    9707.91

    -99.77

    -1.02%

    DAX30

    23876.47

    -165.15

    -0.69%

    Hang Seng

    26572.46

    -500.57

    -1.85%

    Nikkei 225

    50376.53

    -905.30

    -1.77%

    DJIA

    47457.22

    -797.60

    -1.65%

    S&P500

    6737.49

    -113.43

    -1.66%

    Nasdaq Comp

    22870.36

    -536.10

    -2.29%

    S&P500 VIX

    21.23

    +3.72

    21.25%

    US 10-year yield

    4.112

    +0.047

    1.160%

    USD Index

    99.08

    -0.30

    -0.30%

  • Aus Stocks

    14 November 2025   Updated : 20:12   AEDT

    Amcor (US)

    8.58

    +0.17

    2.02%

    Newmont (US)

    89.72

    -3.35

    -3.60%

    Rio Tinto (UK)

    5355.00

    -56.00

    -1.03%

    BHP Group (US)

    55.95

    -0.37

    -0.66%

    Rio Tinto (US)

    71.04

    -0.07

    -0.10%

    ResMed (US)

    252.11

    -0.15

    -0.06%

    South32 (UK)

    155.80

    -4.60

    -2.87%

    James Hardie (US)

    16.75

    -0.21

    -1.24%

    Janus Henderson (US)

    43.75

    -0.72

    -1.62%

    Click item/line to change chart

  • Metals & Minerals

    14 November 2025   Updated : 08:15   AEDT

    Gold (oz)

    4180.42

    -20.25

    -0.48%

    Silver (oz)

    52.39

    -0.81

    -1.53%

    Copper (lb)

    5.0600

    -0.02

    -0.45%

    Aluminium (lb)

    1.3063

    -0.01

    -0.46%

    Nickel (lb)

    6.7348

    +0.00

    0.05%

    Zinc (lb)

    1.3833

    -0.01

    -0.89%

    Copper (t)

    11152.90

    -50.47

    -0.45%

    Aluminium (t)

    2879.15

    -13.45

    -0.46%

    Nickel (t)

    14843.50

    +7.00

    0.05%

    Zinc (t)

    3048.90

    -27.30

    -0.89%

    Uranium (lb) weekly

    76.63

    -5.87

    -7.12%

    Iron Ore (t)

    104.05

    -0.12

    -0.12%

  • Energy

    14 November 2025   Updated : 08:15   AEDT

    West Texas Crude

    58.69

    +0.33

    0.57%

    Brent Crude

    63.01

    +0.33

    0.53%

CALENDAR

Friday, 14 November 2025
CH Oct Fixed Asset Investment
CH Oct House Price Index
CH Oct Industrial Production
CH Oct Retail Sales
EZ 3Q Flash GDP
EZ 3Q Unemployment
ACFAGM
AR9AGM
COIAGM
CXOAGM
LLCAGM
MAUAGM
NGIAGM

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$33.40

REAREA GROUP LIMITED

market icon up$200.99

RMDRESMED INC

market icon down$38.36

TNETECHNOLOGY ONE LIMITED

market icon down$34.34

WOWWOOLWORTHS GROUP LIMITED

market icon up$28.24

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FNARENA TALKS

FNARENA WINDOWS

Window on CONSUMER ELECTRONICS

Rudi’s View: Antipa, Computershare, IPH, Lynas, Macquarie, Rio Tinto & More

This week’s updates on strategy and preferred stock picks

Nov 13 2025


Window on WEALTH MANAGEMENT & INVESTMENTS

Monthly Listed Investment Trust Report – Nov 2025

Independent Investment Research updates developments in Australia’s listed investment trust and provides comparative data

Nov 13 2025


Window on BANKS

Less Than Perfect CBA Threatens Its Premium

A sharp sell-off in CommBank shares post a relatively benign first quarter update has yet again put the focus on that large valuation premium. Is the competition catching up?

Nov 13 2025


FEATURE STORIES

Australian Banks: Results Season Preview

Back in May, analysts declared Australian banks overvalued. Share prices outperformed since. Heading into the November season, analysts declare banks overvalued

Oct 30 2025