FINANCIAL NEWS

ASX Winners And Losers Of Today – 24-09-26

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

Sep 24 2026


Rudi’s View: Ampol, BlueScope, Evolution, Infratil, Ramelius & More

An update on Best Buys and Conviction Calls in Australia

Sep 24 2026


Better To Ignore Nufarm’s Guidance Downgrade

Nufarm’s guidance miss was largely due to two unplanned outages, now resolved, while record growth in Seeds more than offsets headwinds for Crop Protection

Sep 24 2026


Australian Broker Call *Extra* Edition – Sep 24, 2026

Extra Edition of the Broker Call Report

Sep 24 2026


The Short Report – 24 Sep 2026

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

Sep 24 2026


Citi rates BAP as Neutral

Looking into Bapcor's remuneration structure, Citi views the FY27 performance rights as easier to vest than the FY26, which should support better management retention.

The analyst believes the complete remuneration structure has been implemented to encourage and maximise management stability and incentivise a turnaround.

Neutral rating is retained with the broker highlighting ongoing caution around the consumer and macro-economic backdrop, against a potential pathway of initiatives to improve financial performance.

Target 69c.

UBS rates KMD as Buy

FY26 underlying earnings (EBITDA) for KMD Brands (July year-end) more than doubled to NZ$42m, supported by 11% Kathmandu sales growth, improved gross margins and NZ$8m of tariff refunds, UBS explains.

Higher operating costs prompt UBS to cut its FY27–FY29 earnings forecasts by -20%–29%.

The broker forecasts FY27 earnings of NZ$54m, near the top of the NZ$52m–NZ$55m guidance range but expects limited operating leverage.

It is felt the balance sheet has been de-risked following the equity raising. The company has received several preliminary takeover approaches.

UBS lowers its target to NZ$2.55 from NZ$3.50 and retains its Buy rating, mainly on valuation grounds.

Bell Potter rates NUF as Buy

Bell Potter raises its target for Nufarm to $3.90 from $3.75 and retains its Buy rating following yesterday's FY26 trading update.

Implying 25% year-on-year growth, underlying earnings (EBITDA) guidance of $370m–$380m is consistent with the broker's $375m forecast.

Hybrid Seeds and Omega-3 are performing strongly, the analysts note, with Seeds tracking towards a record result. Crop Protection remains broadly stable despite North American weakness and unplanned plant outages, commentary adds.

Bell Potter raises its FY27 and FY28 earnings forecasts by 3% and 2%, respectively, expecting outage costs not to recur.

Net debt-to-earnings is expected to improve to around 2.0x from 2.7x.

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

$37.83

23 Sep
2026

market red arrow -0.320

OPEN

$38.02

market red arrow -0.84%

HIGH

$38.11

2,956,210

LOW

$37.55

TARGET
$35.922-5.0% 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 15.1xxx
Dividend YieldxxxN/A 4.5%xxx
Div Pay Ratio(%)xxx 83.8% 67.4%xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
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@Filapek
Rudi Filapek-Vandyck@Filapek
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RBC Capital on Premier Investments $PMV: "Pre-AASB 16 underlying Revenue and EBIT for Retail was pre-released. "Within this number, Peter Alexander and Smiggle came ~in line with our forecasts. The early 1H27 trading commentary suggests to us that the Retail segment as a whole
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi on NextDC $NXT: "Victoria's new data centre rules unlikely to have an impact on NXT's current development pipeline "The Victorian government has announced new data centre rules, which prohibit new data centers from being built in residential areas. "This raises the
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Jarden on Bellevue Gold $BGL: "BGL’s FY26 result was in line, with EBITDA of A$237m matching JARDe but beating consensus by ~6%. FCF improved to A$50m, and we forecast FY27 to lift materially to ~A$204m on higher production and spot gold sales. "We trim our September quarter
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital: "We upgrade RMS to Outperform and raise our PT to $4.50/sh, implying ~20% potential return. RMS released a stronger-than-expected, fully-funded 4-year outlook with FY30 production guidance of 585koz (midpoint) - 12% above expectations. "New FY30 guidance represents
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital: "Record Sept qtr Singapore diesel crack spreads, up 33.7% qoq to average US$68.6/bbl have materially reset our Lytton refiner margin outlook. "This drives 9-13% EPS upgrades across 2026-27E. Sustained margin strength is also accelerating Ampol's balance sheet
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
"The week-to-week correlation between copper and US l0yr yields has never been more negative than in 2026 (-0.40 vs. a 10-year average of +0.13), signaling rising yields are acting as a headwind for copper rather than a growth signal even as both have trended up YTD. "This
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
"RBA to hike in September and November "We are adding another rate hike to our forecasts. We now expect the RBA to increase the cash rate by 25bp in September, in addition to the 25bp rate hike we already have in for November. "That would take the cash rate to 4.85%, the
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
"AI Fundamentals Remain Intact "This week’s sell off represents another example of how volatile and sensitive the market is to AI related news flow in the short term, which creates opportunities for longer term investors. "It is apparent that companies across the AI value
FIND FNARENA ON

DAILY FINANCIAL NEWS

Better To Ignore Nufarm’s Guidance Downgrade

Nufarm’s guidance miss was largely due to two unplanned outages, now resolved, while record growth in Seeds more than offsets headwinds for Crop Protection

Sep 24 2026 - Small Caps


Telix Pharmaceutical’s proposed acquisition of a global isotope manufacturing supplier brings forth a strategically significant opportunity, although not without risks

Sep 24 2026 - Australia


Australian consumers are proving surprisingly resilient, but analysts warn higher rates, falling house prices and rising costs could increasingly test discretionary spending through FY27

Sep 23 2026 - Australia


A glance through the latest expert views and predictions about commodities: Ongoing Middle East conflict to push up oil and LNG prices; Russian sulphuric acid ban impacts copper; lower food supply and weather risks inform agriculture views

Sep 23 2026 - Commodities


After materially and persistently underperforming Hub24, Netwealth is turning to AI-powered adviser productivity through its Paradino acquisition

Sep 22 2026 - Australia


After almost retracing its year-to-date rally, Fairmont Equities’ Michael Gable notes Lynas shares have bounced strongly from below $14 on high volume

Sep 22 2026 - Technicals


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RUDI'S VIEWS

Rudi’s View: Ampol, BlueScope, Evolution, Infratil, Ramelius & More

An update on Best Buys and Conviction Calls in Australia

Sep 24 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 24-09-26

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

Sep 24 2026


Australian Broker Call *Extra* Edition – Sep 24, 2026

Extra Edition of the Broker Call Report

Sep 24 2026


The Overnight Report: Yields Rise, Markets Fall

A global perspective on what happened overnight

Sep 24 2026


Today’s Financial Calendar – 24-09-2026

Significant Scheduled Events For 24 September, 2026

Sep 24 2026


ASX Winners And Losers Of Today – 23-09-26

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

Sep 23 2026


Australian Broker Call *Extra* Edition – Sep 23, 2026

Extra Edition of the Broker Call Report

Sep 23 2026


The Overnight Report: Nasdaq’s New Record High

A global perspective on what happened overnight

Sep 23 2026


WEEKLY REPORTS

The Short Report – 24 Sep 2026

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

Sep 24 2026

Weekly Update On LICs & LITs – 23-Sep-2026

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

Sep 23 2026

Australian Listed Real Estate Tables – 22-09-2026

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

Sep 22 2026


Uranium Week: DevEx, Silex & Westinghouse IPO

A becalmed spot market failed to capture the robust news flow across the U308 sector, including media reports on the upcoming Westinghouse IPO in October

Sep 22 2026

Weekly Ratings, Targets, Forecast Changes – 18-09-26

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

Sep 21 2026

Next Week At A Glance – 21-25 Sep 2026

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

Sep 18 2026


Weekly Top Ten News Stories – 18 September 2026

Our top ten news stories from 10 September 2026 to 17 September 2026

Sep 18 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 18-09-26

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

Sep 18 2026

In Brief: SCX.AI, RocketDNA & Silex Systems

This week’s In Brief highlights three good news stories from the week past

Sep 18 2026


9.2K Followers
27K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
13h
@Filapek
Rudi Filapek-Vandyck @Filapek
14h
RBC Capital on Premier Investments $PMV: "Pre-AASB 16 underlying Revenue and EBIT for Retail was pre-released. "Within this number, Peter Alexander and Smiggle came ~in line with our forecasts. The early 1H27 trading commentary suggests to us that the Retail segment as a whole
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on NextDC $NXT: "Victoria's new data centre rules unlikely to have an impact on NXT's current development pipeline "The Victorian government has announced new data centre rules, which prohibit new data centers from being built in residential areas. "This raises the
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Jarden on Bellevue Gold $BGL: "BGL’s FY26 result was in line, with EBITDA of A$237m matching JARDe but beating consensus by ~6%. FCF improved to A$50m, and we forecast FY27 to lift materially to ~A$204m on higher production and spot gold sales. "We trim our September quarter
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital: "We upgrade RMS to Outperform and raise our PT to $4.50/sh, implying ~20% potential return. RMS released a stronger-than-expected, fully-funded 4-year outlook with FY30 production guidance of 585koz (midpoint) - 12% above expectations. "New FY30 guidance represents
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital: "Record Sept qtr Singapore diesel crack spreads, up 33.7% qoq to average US$68.6/bbl have materially reset our Lytton refiner margin outlook. "This drives 9-13% EPS upgrades across 2026-27E. Sustained margin strength is also accelerating Ampol's balance sheet
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
"The week-to-week correlation between copper and US l0yr yields has never been more negative than in 2026 (-0.40 vs. a 10-year average of +0.13), signaling rising yields are acting as a headwind for copper rather than a growth signal even as both have trended up YTD. "This
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
"RBA to hike in September and November "We are adding another rate hike to our forecasts. We now expect the RBA to increase the cash rate by 25bp in September, in addition to the 25bp rate hike we already have in for November. "That would take the cash rate to 4.85%, the
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
"AI Fundamentals Remain Intact "This week’s sell off represents another example of how volatile and sensitive the market is to AI related news flow in the short term, which creates opportunities for longer term investors. "It is apparent that companies across the AI value
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    24 September 2026   Updated : 20:12   AEDT

    SPI Overnight

    8710.00

    -100.00

    -1.14%

    NZ50

    13824.830

    +3.070

    0.020%

    All Ordinaries

    8897.00

    -59.20

    -0.66%

    S&P ASX 200

    8702.00

    -63.30

    -0.72%

    S&P ASX 300

    8640.10

    -61.30

    -0.70%

    Communication Services

    1518.00

    -16.50

    -1.08%

    Consumer Discretionary

    3502.20

    +3.20

    0.09%

    Consumer Staples

    12838.80

    +45.40

    0.35%

    Energy

    10853.30

    +125.50

    1.17%

    Financials

    9046.80

    -75.70

    -0.83%

    Health Care

    32188.60

    +79.70

    0.25%

    Industrials

    7964.90

    -16.10

    -0.20%

    Info Technology

    1650.90

    +4.10

    0.25%

    Materials

    24220.00

    -359.60

    -1.46%

    Real Estate

    3196.40

    -63.00

    -1.93%

    Utilities

    9855.90

    +28.20

    0.29%

    A-REITs

    1489.90

    -29.70

    -1.95%

    All Technology Index

    2762.70

    -6.10

    -0.22%

    Banks

    3780.10

    -42.40

    -1.11%

    Gold Index

    18730.90

    -430.50

    -2.25%

    Metals & Mining

    8363.40

    -128.90

    -1.52%

    Click item/line to change chart

  • Australasia

    24 September 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7029

    -0.01

    -0.76%

    AUD/NZD

    1.2399

    0.00

    -0.18%

    NZD/USD

    0.5669

    0.00

    -0.58%

    AUD/JPY

    111.62

    -0.16

    -0.15%

    SGD/AUD

    1.11

    +0.01

    0.56%

    AUD/EUR

    0.6182

    0.00

    -0.40%

    AUD/GBP

    0.5315

    0.00

    -0.30%

    AUDCAD

    0.9915

    -0.01

    -0.60%

  • World

    24 September 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7089

    0.00

    -0.15%

    EUR/JPY

    180.58

    +0.46

    0.25%

    EUR/USD

    1.1372

    0.00

    -0.36%

    GBP/USD

    1.3226

    -0.01

    -0.46%

    USD/JPY

    158.79

    +0.97

    0.61%

    Click item/line to change chart

  • World

    24 September 2026   Updated : 20:12   AEDT

    FTSE100

    10705.47

    +0.21

    0.00%

    DAX30

    25265.40

    -145.23

    -0.57%

    Hang Seng

    24761.13

    -72.99

    -0.29%

    Nikkei 225

    65513.99

    +495.04

    0.76%

    NZ50

    13824.830

    +3.070

    0.020%

    DJIA

    51511.59

    -352.10

    -0.68%

    S&P500

    7706.03

    -58.61

    -0.75%

    Nasdaq Comp

    26936.04

    -308.24

    -1.13%

    S&P500 VIX

    16.45

    +2.24

    15.76%

    US 10-year yield

    5.114

    +0.146

    2.940%

    USD Index

    101.13

    +0.59

    0.58%

  • Aus Stocks

    24 September 2026   Updated : 20:12   AEDT

    Amcor (US)

    42.80

    -0.44

    -1.02%

    Newmont (US)

    123.55

    -3.71

    -2.92%

    Rio Tinto (UK)

    7167.00

    -32.00

    -0.44%

    BHP Group (US)

    84.95

    -2.88

    -3.28%

    Rio Tinto (US)

    95.25

    -2.24

    -2.30%

    ResMed (US)

    222.30

    +0.33

    0.15%

    South32 (UK)

    263.80

    +5.80

    2.25%

    James Hardie (US)

    26.85

    -0.49

    -1.79%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    24 September 2026   Updated : 07:06   AEDT

    Gold (oz)

    4287.20

    -66.95

    -1.54%

    Silver (oz)

    64.45

    -2.59

    -3.86%

    Copper (lb)

    6.7100

    -0.11

    -1.61%

    Aluminium (lb)

    1.4710

    -0.01

    -0.63%

    Nickel (lb)

    7.4546

    +0.01

    0.12%

    Zinc (lb)

    1.8176

    -0.01

    -0.30%

    Copper (t)

    14788.84

    -242.44

    -1.61%

    Aluminium (t)

    3242.00

    -20.50

    -0.63%

    Nickel (t)

    16430.00

    +20.00

    0.12%

    Zinc (t)

    4006.00

    -12.00

    -0.30%

    Uranium (lb) weekly

    89.75

    -0.25

    -0.28%

    Iron Ore (t)

    97.24

    -0.08

    -0.08%

  • Energy

    24 September 2026   Updated : 07:06   AEDT

    West Texas Crude

    92.65

    +2.79

    3.10%

    Brent Crude

    103.46

    +4.82

    4.89%

CALENDAR

Friday, 25 September 2026
CH Public Holiday
EZ Aug M3
US Aug Durable goods orders prelim
US Sep Kansas Fed
US Sep Uni Mich sentiment final
MI6FY26 earnings report
PMVFY26 earnings report
TIPex-div 1.55c (100%)
Monday, 28 September 2026
JP Aug PPI services
CH Aug Industrial profits
ALLGlobal Gaming expo
DVPFY26 earnings report

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$22.53

REAREA GROUP LIMITED

market icon down$152.08

RMDRESMED INC

market icon up$31.70

TNETECHNOLOGY ONE LIMITED

market icon up$29.65

WOWWOOLWORTHS GROUP LIMITED

market icon up$38.27

WEEKLY PDF

Stories To Read From FNArena


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FNARENA TALKS

FNARENA WINDOWS

Window on GOLD & SILVER

Rudi’s View: Ampol, BlueScope, Evolution, Infratil, Ramelius & More

An update on Best Buys and Conviction Calls in Australia

Sep 24 2026


Window on AGRICULTURE

Better To Ignore Nufarm’s Guidance Downgrade

Nufarm’s guidance miss was largely due to two unplanned outages, now resolved, while record growth in Seeds more than offsets headwinds for Crop Protection

Sep 24 2026


Window on PHARMACEUTICALS & BIOTECH/LIFESCIENCES

Telix Aims For A Strategic Isotope Supply Chain

Telix Pharmaceutical’s proposed acquisition of a global isotope manufacturing supplier brings forth a strategically significant opportunity, although not without risks

Sep 24 2026


GEN AI

Netwealth Adds AI To Close Gap With Hub24

After materially and persistently underperforming Hub24, Netwealth is turning to AI-powered adviser productivity through its Paradino acquisition

Sep 22 2026


FEATURE STORIES

A-REITs Facing More RBA Rate Pressure In FY27

Higher rates, falling house prices and weak consumer sentiment are weighing on the outlook for A-REITs in FY27, but it’s not all bad news

Sep 18 2026