FINANCIAL NEWS

The Overnight Report: Markets Ignoring Risks?

A global perspective on what happened overnight

8:32 AM


Today’s Financial Calendar – 17-04-2026

Significant Scheduled Events For 17 April, 2026

8:15 AM


ASX Winners And Losers Of Today – 16-04-26

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

Apr 16 2026


The Rise Of State-Led Capital In Southeast Asia

The trend for increasing government intervention throughout South-East Asia should be on Australian investors’ radar

Apr 16 2026


ASIC Watch: Reporting Failures Draw $1.1m In Single-Day Fines

ASIC has launched a reporting compliance blitz, handing out over $1.1 million in fines to three public companies in a single day for transparency failures, while maintaining a $150 million capital charge on ASX Limited until operational resilience milestones are met

Apr 16 2026


Bell Potter rates A1M as Buy

AIC Mines met production and cost guidance in the March quarter, having established a track record for 11 consecutive quarters, Bell Potter points out. Eloise produced 3432t of copper in concentrate plus 1591 ounces of gold at AISC of $4.18/lb.

FY26 production costs guidance is unchanged. The broker considers this an "excellent" result given a rain-affected quarter that disrupted logistics in the region. Jericho underground is progressing ahead of schedule and achieved first ore in the quarter.

Buy rating. Target rises to $0.85 from $0.80.

Morgans rates NWL as Accumulate

Morgans notes Netwealth Group's 3Q26 net flows of $3.96bn were slightly better than expected, a 5% beat, but ongoing market volatility impacted performance, with funds under administration flat q/q at $124.8bn, below the consensus forecast of $129.8bn.

Net inflows for the quarter rose 14.8% y/y, while gross outflows of -$7.6bn were up 19.4% y/y and were lifted by the transition of one institutional client at -$0.4bn.

Member accounts grew 2.6% q/q and up 13.4% y/y. No change to the $29 target and Accumulate rating. Net profit after tax forecasts are tweaked lower for FY26-FY28.

Citi rates WES as Downgrade to Sell from Neutral

Citi expects a prolonged period of elevated oil prices and rising interest rates to weigh on consumer spending into FY27, prompting earnings downgrades across the discretionary retail sector.

The broker continues to prefer JB Hi-Fi within discretionary retail and Coles Group among supermarkets, both Buy rated, while noting expectations for further rate hikes in May and June.

The target for Wesfarmers falls to $69 from $90 and the rating is downgraded to Sell from Neutral.

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

$38.22

15 Apr
2026

market red arrow -0.240

OPEN

$38.30

market red arrow -0.62%

HIGH

$38.49

3,963,733

LOW

$38.01

TARGET
$35.575-6.9% 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 198.2 249.6 xxx
DPS (cps)xxx 166.0 167.2 xxx
EPS Growthxxx - 9.1% 25.9% xxx
DPS Growthxxx 0.0% 0.7% xxx
PE Ratioxxx N/A 15.1 xxx
Dividend Yieldxxx N/A 4.4% xxx
Div Pay Ratio(%)xxx 83.8% 67.0% xxx

FOLLOW US ON SOCIAL MEDIA

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@Filapek
Rudi Filapek-Vandyck@Filapek
7d
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉#investing#XJO#equities#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck@Filapek
9d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck@Filapek
9d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck@Filapek
9d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck@Filapek
9d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
FIND FNARENA ON

DAILY FINANCIAL NEWS

The Rise Of State-Led Capital In Southeast Asia

The trend for increasing government intervention throughout South-East Asia should be on Australian investors’ radar

Apr 16 2026 - International


ASIC has launched a reporting compliance blitz, handing out over $1.1 million in fines to three public companies in a single day for transparency failures, while maintaining a $150 million capital charge on ASX Limited until operational resilience milestones are met

Apr 16 2026 - Australia


Dalrymple Bay Infrastructure is not a coal company, equating more to a utility, making it attractive in the current environment

Apr 16 2026 - Small Caps


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

Apr 16 2026 - Commodities


FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

Apr 15 2026 - Treasure Chest


Macro Talking Points from Benoit Anne, Senior Managing Director and Head of Market Insights, MFS Investment Management

Apr 15 2026 - International


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026

DAILY MARKET REPORTS

The Overnight Report: Markets Ignoring Risks?

A global perspective on what happened overnight

8:32 AM


Today’s Financial Calendar – 17-04-2026

Significant Scheduled Events For 17 April, 2026

8:15 AM


ASX Winners And Losers Of Today – 16-04-26

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

Apr 16 2026


Australian Broker Call *Extra* Edition – Apr 16, 2026

Extra Edition of the Broker Call Report

Apr 16 2026


The Overnight Report: New Record Highs

A global perspective on what happened overnight

Apr 16 2026


Today’s Financial Calendar – 16-04-2026

Significant Scheduled Events For 16 April, 2026

Apr 16 2026


ASX Winners And Losers Of Today – 15-04-26

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

Apr 15 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 14-Apr-2026

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

Apr 14 2026

Uranium Week: Buyers Turn To Term Market

Amidst the ongoing geopolitical and energy uncertainty, U308 buyers are focused on the term market for securing price and supply certainty

Apr 14 2026

Weekly Ratings, Targets, Forecast Changes – 10-04-26

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

Apr 13 2026


Australian Listed Real Estate Tables – 13-04-2026

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

Apr 13 2026

The Short Report – 10 Apr 2026

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

Apr 10 2026

Next Week At A Glance – 13-17 Apr 2026

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

Apr 10 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 10-04-26

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

Apr 10 2026

Weekly Top Ten News Stories – 10 April 2026

Our top ten news stories from 02 April 2026 to 09 April 2026

Apr 10 2026

In Brief: Acrow, Eagers Automotive & Catapult

The challenges being confronted by investors from higher inflation and energy costs as well as AI-disruption are creating both unlikely opportunities and possible threats

Apr 10 2026


9K Followers
26.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉 #investing #XJO #equities #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck @Filapek
9d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck @Filapek
9d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck @Filapek
9d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck @Filapek
9d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck @Filapek
10d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    17 April 2026   Updated : 09:42   AEDT

    SPI Overnight

    8972.00

    -11.00

    -0.12%

    NZ50

    13067.500

    +0.180

    0.000%

    All Ordinaries

    9173.60

    -7.50

    -0.08%

    S&P ASX 200

    8955.00

    -23.70

    -0.26%

    S&P ASX 300

    8886.40

    -20.80

    -0.23%

    Communication Services

    1743.70

    +19.60

    1.14%

    Consumer Discretionary

    3484.60

    +26.00

    0.75%

    Consumer Staples

    12570.30

    +2.80

    0.02%

    Energy

    10924.20

    -61.80

    -0.56%

    Financials

    9874.70

    -128.10

    -1.28%

    Health Care

    28087.40

    -42.30

    -0.15%

    Industrials

    7935.20

    -20.50

    -0.26%

    Info Technology

    1769.80

    +122.00

    7.40%

    Materials

    23948.50

    -98.00

    -0.41%

    Real Estate

    3530.70

    +64.80

    1.87%

    Utilities

    10349.10

    +62.40

    0.61%

    A-REITs

    1634.20

    +29.60

    1.84%

    All Technology Index

    2866.20

    +154.50

    5.70%

    Banks

    4312.70

    -98.00

    -2.22%

    Gold Index

    18864.20

    -353.70

    -1.84%

    Metals & Mining

    8342.00

    -25.70

    -0.31%

    Click item/line to change chart

  • Australasia

    17 April 2026   Updated : 09:42   AEDT

    AUD/USD

    0.7164

    0.00

    -0.06%

    AUD/NZD

    1.2159

    0.00

    -0.10%

    NZD/USD

    0.5892

    +0.00

    0.03%

    AUD/JPY

    114.02

    +0.02

    0.02%

    SGD/AUD

    1.10

    0.00

    -0.01%

    AUD/EUR

    0.6079

    0.00

    -0.12%

    AUD/GBP

    0.5294

    0.00

    -0.02%

    AUDCAD

    0.9814

    0.00

    -0.30%

  • World

    17 April 2026   Updated : 09:42   AEDT

    CAD/USD

    0.7300

    +0.00

    0.25%

    EUR/JPY

    187.55

    +0.25

    0.13%

    EUR/USD

    1.1787

    +0.00

    0.08%

    GBP/USD

    1.3531

    0.00

    -0.04%

    USD/JPY

    159.15

    +0.12

    0.07%

    Click item/line to change chart

  • World

    17 April 2026   Updated : 09:42   AEDT

    FTSE100

    10589.99

    +30.41

    0.29%

    DAX30

    24154.47

    +87.77

    0.36%

    Hang Seng

    26394.26

    +446.94

    1.72%

    Nikkei 225

    59518.34

    +1384.10

    2.38%

    NZ50

    13067.500

    +0.180

    0.000%

    DJIA

    48578.72

    +115.00

    0.24%

    S&P500

    7041.28

    +18.33

    0.26%

    Nasdaq Comp

    24102.70

    +86.69

    0.36%

    S&P500 VIX

    17.94

    -0.23

    -1.27%

    US 10-year yield

    4.309

    +0.027

    0.630%

    USD Index

    98.04

    +0.16

    0.16%

  • Aus Stocks

    17 April 2026   Updated : 09:42   AEDT

    Amcor (US)

    40.18

    -0.42

    -1.03%

    Newmont (US)

    113.41

    +0.37

    0.33%

    Rio Tinto (UK)

    7378.00

    +135.00

    1.86%

    BHP Group (US)

    79.47

    0.00

    0.00%

    Rio Tinto (US)

    99.71

    +1.15

    1.17%

    ResMed (US)

    224.72

    -4.08

    -1.78%

    South32 (UK)

    243.00

    -1.20

    -0.49%

    James Hardie (US)

    20.08

    +0.14

    0.70%

    Janus Henderson (US)

    51.56

    -0.04

    -0.08%

    Click item/line to change chart

  • Metals & Minerals

    17 April 2026   Updated : 07:49   AEDT

    Gold (oz)

    4810.90

    -2.80

    -0.06%

    Silver (oz)

    78.46

    -0.63

    -0.80%

    Copper (lb)

    6.0355

    -0.04

    -0.71%

    Aluminium (lb)

    1.6536

    +0.01

    0.68%

    Nickel (lb)

    8.1987

    0.00

    -0.03%

    Zinc (lb)

    1.5542

    +0.01

    0.83%

    Copper (t)

    13302.24

    -94.77

    -0.71%

    Aluminium (t)

    3644.45

    +24.30

    0.67%

    Nickel (t)

    18070.00

    -5.00

    -0.03%

    Zinc (t)

    3425.40

    +28.15

    0.83%

    Uranium (lb) weekly

    85.50

    +1.00

    1.18%

    Iron Ore (t)

    107.11

    +0.36

    0.34%

  • Energy

    17 April 2026   Updated : 07:49   AEDT

    West Texas Crude

    93.19

    +1.80

    1.97%

    Brent Crude

    98.32

    +3.40

    3.58%

CALENDAR

Friday, 17 April 2026
EZ Fen Current Account
AAIQtr Update
ZIPQtrly update
Monday, 20 April 2026
NZ March Trade Bal
JP March Trade Bal
SOLex-div 48.00c (100%)
VEAQtrly Update
YALQtrly update
Tuesday, 21 April 2026
NZ 1Q CPI
EZ April ZEW
UK Feb Unemployment

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$25.66

REAREA GROUP LIMITED

market icon up$171.56

RMDRESMED INC

market icon down$32.02

TNETECHNOLOGY ONE LIMITED

market icon up$30.58

WOWWOOLWORTHS GROUP LIMITED

market icon up$36.77

WEEKLY PDF

Stories To Read From FNArena


WEEK 15
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WEEK 14
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WEEK 13
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FNARENA TALKS

FNARENA WINDOWS

Window on INFRASTRUCTURE & UTILITIES

Dalrymple Bay’s Utility Appeal

Dalrymple Bay Infrastructure is not a coal company, equating more to a utility, making it attractive in the current environment

Apr 16 2026


Window on COAL

Treasure Chest: Whitehaven Coal

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

Apr 15 2026


Window on INSURANCE

The Rebuilding Of Tower

It’s taken a long time for insurance company Tower to recover from the cats of the devastating New Zealand earthquake, but a view is now emerging the market is undervaluing progress made to date

Apr 15 2026


GEN AI

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 16 2026


FEATURE STORIES

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