FINANCIAL NEWS

ASX Winners And Losers Of Today – 05-10-26

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


September In Review: Higher Yields Bite Equities

Rising inflationary pressures, higher bond yields and central bank rate hikes defined September for equities, weighing on the ASX

2:06 PM


Premier Investments: Cheap But Challenged

Shares in Premier Investments rallied after a better-than-expected start to FY27, but a lasting recovery rests on Smiggle winning back customers

12:13 PM


ASIC Watch: Digital Disclosure Under Scrutiny

ASIC has issued six infringement notices totalling $118,800 across three major superannuation trustees for discrepancies between online member dashboards and statutory product disclosure statements

10:55 AM


Australian Broker Call *Extra* Edition – Oct 05, 2026

Extra Edition of the Broker Call Report

10:30 AM


Ord Minnett rates A1M as Upgrade to Buy from Accumulate

Ord Minnett upgrades its rating for AIC Mines to Buy from Accumulate after incorporating the proposed $120m acquisition of privately held Materra Metals, owner of the Mt Cuthbert copper project in Queensland.

Mt Cuthbert hosts a 18.7Mt resource at 1.3% copper for 246kt contained copper and is located 150km north-west of AIC Mines' Eloise mine.

The broker views the acquisition as strategically sensible and reasonably priced at around $488/t of contained copper, about a -50% discount to AIC's implied resource valuation.

Management plans to develop Mt Cuthbert as a second standalone hub focused on sulphide mineralisation and a future concentrate plant.

Ord Minnett lifts its net asset valuation (NAV) by 11% and its target by 17% to $1.05.

This is a summary of research released by Ord Minnett last Friday.

Macquarie rates MGH as Outperform

Macquarie retains its Outperform rating on Maas Group and lifts its target to $8.15 from $6.75 as the Firmus IPO gathers momentum and the Construction Materials divestment completes.

Media reports suggest Firmus could list at a $43.7bn market capitalisation, implying around $4.00 per Maas Group share for its 3.2% stake.

The group has received $1.61bn from the Construction Materials sale and remains eligible for up to $120m of contingent consideration, supporting capital returns including the approved 20% buyback, the analyst explains.

Ord Minnett rates TCL as Upgrade to Accumulate from Hold

Ord Minnett upgrades its rating for Transurban Group to Accumulate from Hold following its proposed -$4.5bn acquisition of Canada Pension Plan Investment Board interests in several Sydney toll-road assets.

The deal lifts Transurban's interests in Sydney Transport Group, owner of WestConnex, by 10.5% and NorthWestern Roads Group, owner of Westlink M7 and NorthConnex, by 25%.

The assets are expected to deliver low double-digit earnings (EBITDA) growth over the next four years, supported by M7 upgrades, integration with the future M12 and stronger population growth in western Sydney.

Ord Minnett lifts proportional FY28 earnings by 10%, but raises its risk-free rate assumption to 5.0% from 4.5%. The target falls to $13.90 from $14.50.

This is a summary of research released by Ord Minnett last Friday.

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

$37.37

02 Oct
2026

market green arrow 0.180

OPEN

$37.19

market green arrow 0.48%

HIGH

$37.44

3,606,425

LOW

$37.02

TARGET
$35.922-3.9% 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 198.2 247.3xxx
DPS (cps)xxx 166.0 166.7xxx
EPS Growthxxx- 9.1% 24.8%xxx
DPS Growthxxx 0.0% 0.4%xxx
PE RatioxxxN/A 15.2xxx
Dividend YieldxxxN/A 4.4%xxx
Div Pay Ratio(%)xxx 83.8% 67.4%xxx

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Rudi Filapek-Vandyck@Filapek
2d
BofA on $BHP Group: "ASX resources EPS momentum has turned negative with spot gold and iron ore lower than consensus expectations. "Copper is a key outlier with spot +10/7% above consensus expectations for CY26/27e and zinc +16/25% respectively. "BofA sits at the top of the
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$TNE (who else?) 😇✌️👆👇👇🤟 https://t.co/AWhcHVgxLV
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3d
Debbie Cunningham, CIO for Global Liquidity Markets at Federated Hermes: "You must give Chair Warsh credit – he was not nominated to raise rates yet did what had to be done."#bonds#equities#investing
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Barrenjoey on Cochlear (ASX:COH): "The totally implantable cochlear implant (TICI) presents as a potential “game changer”, likely opening up a larger pool of potential adult recipients (removes need for external processor, facilitates “24/7” hearing). "MED-EL was the first to
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
RBC Capital on Light & Wonder (ASX:LNW): Light & Wonder provided management briefings and discussions led by Matt Wilson (President & Group CEO), Siobhan Lane (Executive VP & CEO, Gaming) and Nathan Drane (Executive VP, & Chief Product Officer). "Land-based Gaming, Grover and
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Rudi Filapek-Vandyck@Filapek
4d
CLSA on Liontown (AS:LTR) $LTR : "Liontown’s (LTR) Kathleen Valley (KV) FID delivered capex in line with market expectations but confirmed a softer FY28/29 production outlook, which is likely to drive consensus downgrades to production/earnings. "FY30-34 FOB unit cost guidance
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
CLSA on Capstone Copper (ASX:CSC) $CSC: We recently hosted CSC’s CEO, Cashel Meagher, to get the latest on the company as we progress through a 2HCY26 filled with catalysts. "(...) we continue to see upside risks to ’27 consensus production expectations at Mantoverde and see
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on Kelsian Group $KLS: "We upgrade Kelsian (KLS) to Outperform (was Sector Perform). "KLS announced the completion of its Tourism Portfolio divestment and updated its FY27 guidance. "Looking forward, the overall portfolio should now be far more predictable, and
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on $C79:"Chrysos owns world-leading technology to analyse mining samples, in particular gold where it is displacing a centuries-old process, because it is faster and cleaner, with similar pricing. "The long-term leasing model provides recurring revenue and ROICs of
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
"The RBA’s preferred measure of core inflation (the trimmed mean) decelerated from 0.5% in the month of July to 0.2% in August, a pace consistent with the annual target of 2.5%. "This was helped by the fact that the trimmed mean this month excluded the outliers of automotive
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DAILY FINANCIAL NEWS

September In Review: Higher Yields Bite Equities

Rising inflationary pressures, higher bond yields and central bank rate hikes defined September for equities, weighing on the ASX

2:06 PM - Australia


Shares in Premier Investments rallied after a better-than-expected start to FY27, but a lasting recovery rests on Smiggle winning back customers

12:13 PM - Small Caps


ASIC has issued six infringement notices totalling $118,800 across three major superannuation trustees for discrepancies between online member dashboards and statutory product disclosure statements

10:55 AM - Australia


Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements

Oct 03 2026 - Australia


Review of The Coffee Can Investor. A Stock-Picker’s Journey to Build Generational Wealth

Oct 02 2026 - Book Reviews


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

Oct 02 2026 - Australia


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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 – 05-10-26

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 05, 2026

Extra Edition of the Broker Call Report

10:30 AM


The Monday Report – 05 October 2026

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead

9:08 AM


Today’s Financial Calendar – 05-10-2026

Significant Scheduled Events For 05 October, 2026

8:15 AM


ASX Winners And Losers Of Today – 02-10-26

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

Oct 02 2026


The Overnight Report: A Friday Bounce?

A global perspective on what happened overnight

Oct 02 2026


Today’s Financial Calendar – 02-10-2026

Significant Scheduled Events For 02 October, 2026

Oct 02 2026


WEEKLY REPORTS

Weekly Ratings, Targets, Forecast Changes – 02-10-26

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

10:00 AM

Next Week At A Glance – 5-9 Oct 2026

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

Oct 02 2026

Weekly Top Ten News Stories – 2 October 2026

Our top ten news stories from 24 September 2026 to 01 October 2026

Oct 02 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 02-10-26

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

Oct 02 2026

In Brief: Black Cat, Amplitude & Singular Health

Across gold, gas and medtech, Black Cat, Amplitude Energy and Singular Health highlight how execution, de-risking and commercial validation can quickly reshape the investment outlook

Oct 02 2026

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


9.2K Followers
27.1K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
BofA on $BHP Group: "ASX resources EPS momentum has turned negative with spot gold and iron ore lower than consensus expectations. "Copper is a key outlier with spot +10/7% above consensus expectations for CY26/27e and zinc +16/25% respectively. "BofA sits at the top of the
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
$TNE (who else?) 😇✌️👆👇👇🤟 https://t.co/AWhcHVgxLV
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
Debbie Cunningham, CIO for Global Liquidity Markets at Federated Hermes: "You must give Chair Warsh credit – he was not nominated to raise rates yet did what had to be done." #bonds #equities #investing
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Barrenjoey on Cochlear (ASX:COH): "The totally implantable cochlear implant (TICI) presents as a potential “game changer”, likely opening up a larger pool of potential adult recipients (removes need for external processor, facilitates “24/7” hearing). "MED-EL was the first to
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on Light & Wonder (ASX:LNW): Light & Wonder provided management briefings and discussions led by Matt Wilson (President & Group CEO), Siobhan Lane (Executive VP & CEO, Gaming) and Nathan Drane (Executive VP, & Chief Product Officer). "Land-based Gaming, Grover and
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
CLSA on Liontown (AS:LTR) $LTR : "Liontown’s (LTR) Kathleen Valley (KV) FID delivered capex in line with market expectations but confirmed a softer FY28/29 production outlook, which is likely to drive consensus downgrades to production/earnings. "FY30-34 FOB unit cost guidance
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
CLSA on Capstone Copper (ASX:CSC) $CSC: We recently hosted CSC’s CEO, Cashel Meagher, to get the latest on the company as we progress through a 2HCY26 filled with catalysts. "(...) we continue to see upside risks to ’27 consensus production expectations at Mantoverde and see
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on Kelsian Group $KLS: "We upgrade Kelsian (KLS) to Outperform (was Sector Perform). "KLS announced the completion of its Tourism Portfolio divestment and updated its FY27 guidance. "Looking forward, the overall portfolio should now be far more predictable, and
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on $C79:"Chrysos owns world-leading technology to analyse mining samples, in particular gold where it is displacing a centuries-old process, because it is faster and cleaner, with similar pricing. "The long-term leasing model provides recurring revenue and ROICs of
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
"The RBA’s preferred measure of core inflation (the trimmed mean) decelerated from 0.5% in the month of July to 0.2% in August, a pace consistent with the annual target of 2.5%. "This was helped by the fact that the trimmed mean this month excluded the outliers of automotive
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    05 October 2026   Updated : 20:12   AEDT

    SPI Overnight

    8746.00

    +26.00

    0.30%

    NZ50

    13699.020

    +18.530

    0.140%

    All Ordinaries

    8859.20

    +4.50

    0.05%

    S&P ASX 200

    8686.40

    +4.30

    0.05%

    S&P ASX 300

    8614.00

    +4.20

    0.05%

    Communication Services

    1525.40

    -7.80

    -0.51%

    Consumer Discretionary

    3514.40

    -31.10

    -0.88%

    Consumer Staples

    12861.10

    -44.80

    -0.35%

    Energy

    10693.80

    -19.40

    -0.18%

    Financials

    9089.50

    +4.60

    0.05%

    Health Care

    31781.70

    +234.60

    0.74%

    Industrials

    7948.80

    +16.30

    0.21%

    Info Technology

    1734.30

    -8.40

    -0.48%

    Materials

    23996.20

    +87.20

    0.36%

    Real Estate

    3167.70

    -11.10

    -0.35%

    Utilities

    9762.70

    -32.30

    -0.33%

    A-REITs

    1476.10

    -4.50

    -0.30%

    All Technology Index

    2814.50

    -14.50

    -0.51%

    Banks

    3808.00

    +3.40

    0.09%

    Gold Index

    18227.40

    -175.70

    -0.95%

    Metals & Mining

    8265.50

    +29.80

    0.36%

    Click item/line to change chart

  • Australasia

    05 October 2026   Updated : 20:12   AEDT

    AUD/USD

    0.6962

    +0.00

    0.33%

    AUD/NZD

    1.2437

    +0.01

    0.81%

    NZD/USD

    0.5598

    0.00

    -0.32%

    AUD/JPY

    109.89

    +0.17

    0.16%

    SGD/AUD

    1.12

    +0.00

    0.06%

    AUD/EUR

    0.6210

    +0.00

    0.50%

    AUD/GBP

    0.5262

    +0.00

    0.11%

    AUDCAD

    0.9915

    +0.00

    0.24%

  • World

    05 October 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7020

    +0.00

    0.01%

    EUR/JPY

    176.97

    -0.78

    -0.44%

    EUR/USD

    1.1212

    0.00

    -0.44%

    GBP/USD

    1.3231

    +0.00

    0.15%

    USD/JPY

    157.85

    -0.02

    -0.01%

    Click item/line to change chart

  • World

    05 October 2026   Updated : 20:12   AEDT

    FTSE100

    10507.16

    +45.21

    0.43%

    DAX30

    25186.57

    -44.63

    -0.18%

    Hang Seng

    24040.34

    +68.05

    0.28%

    Nikkei 225

    69946.86

    +1637.40

    2.40%

    NZ50

    13699.020

    +18.530

    0.140%

    DJIA

    51176.96

    +250.40

    0.49%

    S&P500

    7722.72

    +56.27

    0.73%

    Nasdaq Comp

    27190.86

    +319.27

    1.19%

    S&P500 VIX

    16.27

    -0.12

    -0.73%

    US 10-year yield

    5.277

    +0.040

    0.760%

    USD Index

    101.93

    -0.11

    -0.10%

  • Aus Stocks

    05 October 2026   Updated : 20:12   AEDT

    Amcor (US)

    41.86

    +0.05

    0.12%

    Newmont (US)

    115.56

    +0.89

    0.78%

    Rio Tinto (UK)

    7096.00

    +40.00

    0.57%

    BHP Group (US)

    86.07

    +1.42

    1.68%

    Rio Tinto (US)

    94.21

    +1.34

    1.44%

    ResMed (US)

    218.89

    -2.26

    -1.02%

    South32 (UK)

    259.40

    +0.20

    0.08%

    James Hardie (US)

    24.99

    -0.21

    -0.83%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    05 October 2026   Updated : 08:16   AEDT

    Gold (oz)

    4140.19

    -36.87

    -0.88%

    Silver (oz)

    60.37

    -0.60

    -0.98%

    Copper (lb)

    6.4900

    -0.03

    -0.46%

    Aluminium (lb)

    1.4108

    -0.04

    -2.95%

    Nickel (lb)

    7.0032

    -0.06

    -0.87%

    Zinc (lb)

    1.7232

    -0.07

    -3.95%

    Copper (t)

    14303.96

    -66.12

    -0.46%

    Aluminium (t)

    3109.50

    -94.50

    -2.95%

    Nickel (t)

    15435.00

    -135.00

    -0.87%

    Zinc (t)

    3798.00

    -156.00

    -3.95%

    Uranium (lb) weekly

    89.75

    0.00

    0.00%

    Iron Ore (t)

    91.35

    -5.24

    -5.42%

  • Energy

    05 October 2026   Updated : 08:16   AEDT

    West Texas Crude

    91.11

    -1.70

    -1.83%

    Brent Crude

    102.25

    +0.07

    0.07%

CALENDAR

Monday, 5 October 2026
AU Public Holiday (NSW)
AU Sep PMI (final)
JP Sep PMI (final)
CH Public Holiday
EZ Aug PPI
EZ Sep PMI (final)
UK Sep PMI (final)
US Sep ISM services
US Sep PMI (final)
GE Sep PMI (final)
QRIex-div 1.01c (0%)
SIOex-div 0.5c (100%)
VBCex-div 0.15c (100%)

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$22.07

REAREA GROUP LIMITED

market icon down$153.97

RMDRESMED INC

market icon down$31.59

TNETECHNOLOGY ONE LIMITED

market icon up$30.69

WOWWOOLWORTHS GROUP LIMITED

market icon down$38.28

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FNARENA TALKS

FNARENA WINDOWS

Window on APPAREL & FOOTWEAR

Premier Investments: Cheap But Challenged

Shares in Premier Investments rallied after a better-than-expected start to FY27, but a lasting recovery rests on Smiggle winning back customers

12:13 PM


Window on WEALTH MANAGEMENT & INVESTMENTS

ASIC Watch: Digital Disclosure Under Scrutiny

ASIC has issued six infringement notices totalling $118,800 across three major superannuation trustees for discrepancies between online member dashboards and statutory product disclosure statements

10:55 AM


Window on IT & SUPPORT

Book Review: The Coffee Can Investor

Review of The Coffee Can Investor. A Stock-Picker’s Journey to Build Generational Wealth

Oct 02 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


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