FINANCIAL NEWS

ARB’s Growth Story Tested By Headwinds

While ARB Corp’s near-term outlook disappointed with interim results, analysts continue to eye structural industry tailwinds and the US expansion opportunity

1:03 PM


Australian Listed Real Estate Tables – 16-03-2026

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

12:24 PM


March Madness; Is History About To Repeat?

Following on from last year’s “March Madness: Opportunity Building”, chartist Daniel Goulding offers his prediction of what likely lays ahead for equity markets once again weakening in March

11:15 AM


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

Extra Edition of the Broker Call Report

10:30 AM


Weekly Ratings, Targets, Forecast Changes – 13-03-26

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

10:00 AM


Citi rates BRG as Buy

In a positive read-through for Breville Group, Citi notes competitor De’Longhi’s FY25 result showed strong coffee demand. Media investment and product innovation were cited as drivers of category growth.

FY25 earnings margins for De'Longhi expanded by 40bps as volume benefits, raw material savings and cost efficiencies offset currency and tariff pressures, the broker observes.

Management at De'Longhi also highlighted risks for 2026 linked to the Middle East conflict. The broker considers potential logistics disruption relevant for Breville’s sea freight exposure.

Citi notes Breville recently moved to a direct Middle East distribution model, increasing regional exposure, with disruption possible in 2H26 across Saudi Arabia, UAE, Oman, Kuwait and Qatar.

Target $39.85. Buy.

Citi rates DBI as Buy

Dalrymple Bay Infrastructure’s pricing of around $350m in Australian medium-term notes is effectively a refinancing of the $250m term loan, $40m liquidity facility and $60m DSR facility, Citi comments.

The broker estimates more modest upside from this refinancing compared with the earlier replacement of US private placement debt. A modest benefit is anticipated to debt costs as bank debt is replaced with Australian medium-term notes.

The broker notes around $1bn of US private placement debt remains outstanding, leaving scope for further refinancing catalysts and potential funds from operations (FFO) upside.

Target $6.00. Buy.

UBS rates SHL as Neutral

UBS notes progress on German private health funding reform as slow, with the new GOÄneu fee schedule published in January but significant political hurdles remaining.

The reform is intended to rebalance funding away from technical services such as pathology towards consultation-led care, implying downward pressure on laboratory pricing.

The analyst pushes the expected earnings impact for Sonic Healthcare to FY28 from FY27 and increases the assumed reduction to around -4% of German earnings from around -2%.

The delay lifts FY27 EPS forecast by 2.6%, but commentary highlights structural risks remain.

Target trimmed to $21.10 from $21.80 with no change to Neutral rating.

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

$37.20

13 Mar
2026

market green arrow 0.180

OPEN

$36.95

market green arrow 0.49%

HIGH

$37.67

3,842,397

LOW

$36.95

TARGET
$36.792-1.1% 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 198.2 251.0 xxx
DPS (cps)xxx 166.0 168.0 xxx
EPS Growthxxx - 9.1% 26.7% xxx
DPS Growthxxx 0.0% 1.2% xxx
PE Ratioxxx N/A 15.0 xxx
Dividend Yieldxxx N/A 4.5% xxx
Div Pay Ratio(%)xxx 83.8% 66.9% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Ever wondered what equity risk looks like, and I mean really, genuinely, tangibly looks like? Immutep $IMM#investing#stockinfocus#XJO#equities
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
There are a lot of similarities between investing and golf 😉 https://t.co/RpfIQ35uRE
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3d
🤟👍😇👇👇👆👆This summarises it well 😉 https://t.co/KumvYX1pKt
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
I'll be on @ausbiztv's The Call today, noon-1pm, with Shaw's Philip Pepe to discuss $TLX, $CAR, $RMD, $XRO, $IPH, and others. Be there or be square (you can also simply view the replay).#investing@FNArena#XJO#equities#stocks#allweatherman
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
I am not a trader, and most likely never will be, so I can only imagine the adrenaline rush that ruled markets overnight. At my age, I get tired by simply thinking about it 😉
@Filapek
Rudi Filapek-Vandyck@Filapek
9d
So glad I am not dealing with this type of client interaction. Humans! 😉 https://t.co/xIMYQgM6RQ
@Filapek
Rudi Filapek-Vandyck@Filapek
10d
@Filapek
Rudi Filapek-Vandyck@Filapek
10d
RBC Capital on Qantas Airways $QAN: "We upgrade Qantas (QAN) to Outperform (from Sector Perform) given the ~20% pull-back, post (i) its 1H26 result, and (ii) the outbreak of war in the Middle East. "In our view, QAN earnings remain defensible, given its (i) negligible direct
@Filapek
Rudi Filapek-Vandyck@Filapek
11d
Morgans on Endeavour Group $EDV: "There were no major surprises in EDV’s 1H26 result following the company’s trading update in January. "While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed
@Filapek
Rudi Filapek-Vandyck@Filapek
11d
RBC Capital on Endeavour Group $EDV: "sales was pre released, and group earnings were pre released within a tight range on the 13th of January. "Broadly, reported 1H26 results have come in on the upper end of the guidance range given on the 13th. "Focus of the result will
FIND FNARENA ON

DAILY FINANCIAL NEWS

ARB’s Growth Story Tested By Headwinds

While ARB Corp’s near-term outlook disappointed with interim results, analysts continue to eye structural industry tailwinds and the US expansion opportunity

1:03 PM - Australia


Following on from last year’s “March Madness: Opportunity Building”, chartist Daniel Goulding offers his prediction of what likely lays ahead for equity markets once again weakening in March

11:15 AM - Technicals


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

Mar 14 2026 - Australia


NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment

Mar 13 2026 - Australia


A-REITs underperformed during result season despite positive results, hampered by rate rise fears (unlikely to subside in the short term). The outlook is not necessarily bleak

Mar 12 2026 - Australia


A glance through the latest expert views and predictions about commodities: Prices for rare earths surge; Middle East conflict impacts coal pricing; and onwards and upwards for contractors

Mar 12 2026 - Commodities


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: Post-February Conviction Calls

Conviction Buys and sector favourites post the February results season in Australia (including those best to avoid)

Mar 12 2026

DAILY MARKET REPORTS

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

Extra Edition of the Broker Call Report

10:30 AM


The Monday Report – 16 March 2026

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

9:15 AM


Today’s Financial Calendar – 16-03-2026

Significant Scheduled Events For 16 March, 2026

8:15 AM


ASX Winners And Losers Of Today – 13-03-26

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

Mar 13 2026


The Overnight Report: Inflation Fears Rise

A global perspective on what happened overnight

Mar 13 2026


Today’s Financial Calendar – 13-03-2026

Significant Scheduled Events For 13 March, 2026

Mar 13 2026


ASX Winners And Losers Of Today – 12-03-26

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

Mar 12 2026


WEEKLY REPORTS

Australian Listed Real Estate Tables – 16-03-2026

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

12:24 PM

Weekly Ratings, Targets, Forecast Changes – 13-03-26

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

10:00 AM

Next Week At A Glance 16-20 Mar 2026

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

Mar 13 2026


Weekly Top Ten News Stories – 13 March 2026

Our top ten news stories from 05 March 2026 to 12 March 2026

Mar 13 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 13-03-26

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

Mar 13 2026

In Brief: Avecho, Alcidion, Great Divide Mining

This week brokers took the magnifying lens out to focus on three micro/small caps with transcend biotech. software and gold mining, what else does an investor need?

Mar 13 2026


The Short Report – 12 Mar 2026

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

Mar 12 2026

Weekly Update On LICs & LITs – 09-Mar-2026

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

Mar 10 2026

Uranium Week: NexGen Energy A Key Pick

As Middle East war rolled markets, the U308 spot market took volatility in its stride while UBS points to NexGen as preferred stock exposure

Mar 10 2026


9.1K Followers
26.1K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Ever wondered what equity risk looks like, and I mean really, genuinely, tangibly looks like? Immutep $IMM #investing #stockinfocus #XJO #equities
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
There are a lot of similarities between investing and golf 😉 https://t.co/RpfIQ35uRE
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
🤟👍😇👇👇👆👆This summarises it well 😉 https://t.co/KumvYX1pKt
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
I'll be on @ausbiztv's The Call today, noon-1pm, with Shaw's Philip Pepe to discuss $TLX, $CAR, $RMD, $XRO, $IPH, and others. Be there or be square (you can also simply view the replay). #investing @FNArena #XJO #equities #stocks #allweatherman
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
I am not a trader, and most likely never will be, so I can only imagine the adrenaline rush that ruled markets overnight. At my age, I get tired by simply thinking about it 😉
@Filapek
Rudi Filapek-Vandyck @Filapek
10d
So glad I am not dealing with this type of client interaction. Humans! 😉 https://t.co/xIMYQgM6RQ
@Filapek
Rudi Filapek-Vandyck @Filapek
11d
@Filapek
Rudi Filapek-Vandyck @Filapek
11d
RBC Capital on Qantas Airways $QAN: "We upgrade Qantas (QAN) to Outperform (from Sector Perform) given the ~20% pull-back, post (i) its 1H26 result, and (ii) the outbreak of war in the Middle East. "In our view, QAN earnings remain defensible, given its (i) negligible direct
@Filapek
Rudi Filapek-Vandyck @Filapek
12d
Morgans on Endeavour Group $EDV: "There were no major surprises in EDV’s 1H26 result following the company’s trading update in January. "While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed
@Filapek
Rudi Filapek-Vandyck @Filapek
12d
RBC Capital on Endeavour Group $EDV: "sales was pre released, and group earnings were pre released within a tight range on the 13th of January. "Broadly, reported 1H26 results have come in on the upper end of the guidance range given on the 13th. "Focus of the result will
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    16 March 2026   Updated : 15:42   AEDT

    SPI Overnight

    8547.00

    -61.00

    -0.71%

    NZ50

    13164.580

    -22.760

    -0.170%

    All Ordinaries

    8793.50

    -45.60

    -0.52%

    S&P ASX 200

    8583.50

    -33.60

    -0.39%

    S&P ASX 300

    8515.10

    -36.90

    -0.43%

    Communication Services

    1690.50

    +5.60

    0.33%

    Consumer Discretionary

    3474.90

    +9.60

    0.28%

    Consumer Staples

    12336.70

    +93.30

    0.76%

    Energy

    10515.50

    +34.40

    0.33%

    Financials

    9633.20

    +36.70

    0.38%

    Health Care

    28054.60

    -111.00

    -0.39%

    Industrials

    7982.00

    -14.40

    -0.18%

    Info Technology

    1691.90

    -20.00

    -1.17%

    Materials

    21610.00

    -476.80

    -2.16%

    Real Estate

    3334.70

    -12.00

    -0.36%

    Utilities

    9792.10

    +58.80

    0.60%

    A-REITs

    1536.20

    -5.90

    -0.38%

    All Technology Index

    2701.20

    -31.50

    -1.15%

    Banks

    4360.60

    +18.10

    0.42%

    Gold Index

    17252.80

    -621.30

    -3.48%

    Metals & Mining

    7480.50

    -178.30

    -2.33%

    Click item/line to change chart

  • Australasia

    16 March 2026   Updated : 15:42   AEDT

    AUD/USD

    0.7008

    +0.00

    0.27%

    AUD/NZD

    1.2065

    0.00

    -0.27%

    NZD/USD

    0.5809

    +0.00

    0.55%

    AUD/JPY

    111.84

    +0.20

    0.18%

    SGD/AUD

    1.11

    0.00

    -0.27%

    AUD/EUR

    0.6123

    +0.00

    0.48%

    AUD/GBP

    0.5288

    0.00

    -0.02%

    AUDCAD

    0.9610

    0.00

    -0.42%

  • World

    16 March 2026   Updated : 15:42   AEDT

    CAD/USD

    0.7293

    +0.01

    0.72%

    EUR/JPY

    182.68

    -0.53

    -0.29%

    EUR/USD

    1.1445

    0.00

    -0.17%

    GBP/USD

    1.3254

    +0.00

    0.13%

    USD/JPY

    159.60

    -0.14

    -0.09%

    Click item/line to change chart

  • World

    16 March 2026   Updated : 15:42   AEDT

    FTSE100

    10261.15

    -44.00

    -0.43%

    DAX30

    23447.29

    -142.36

    -0.60%

    Hang Seng

    25755.53

    +289.93

    1.14%

    Nikkei 225

    53621.13

    -194.31

    -0.36%

    NZ50

    13164.580

    -22.760

    -0.170%

    DJIA

    46558.47

    -119.38

    -0.26%

    S&P500

    6632.19

    -40.43

    -0.61%

    Nasdaq Comp

    22105.36

    -206.62

    -0.93%

    S&P500 VIX

    27.19

    -0.10

    -0.37%

    US 10-year yield

    4.285

    +0.012

    0.280%

    USD Index

    100.11

    +0.36

    0.36%

  • Aus Stocks

    16 March 2026   Updated : 15:42   AEDT

    Amcor (US)

    40.57

    +0.24

    0.60%

    Newmont (US)

    109.58

    -4.90

    -4.28%

    Rio Tinto (UK)

    6762.44

    -82.56

    -1.21%

    BHP Group (US)

    68.74

    -2.03

    -2.87%

    Rio Tinto (US)

    87.83

    -2.87

    -3.16%

    ResMed (US)

    230.84

    -1.57

    -0.68%

    South32 (UK)

    229.00

    -1.00

    -0.43%

    James Hardie (US)

    19.64

    -0.02

    -0.10%

    Janus Henderson (US)

    50.13

    -0.26

    -0.52%

    Click item/line to change chart

  • Metals & Minerals

    16 March 2026   Updated : 07:43   AEDT

    Gold (oz)

    5061.70

    -20.34

    -0.40%

    Silver (oz)

    81.34

    -2.63

    -3.13%

    Copper (lb)

    5.7570

    -0.06

    -1.11%

    Aluminium (lb)

    1.5517

    -0.05

    -2.82%

    Nickel (lb)

    7.8675

    +0.06

    0.71%

    Zinc (lb)

    1.4929

    -0.01

    -0.79%

    Copper (t)

    12688.43

    -142.16

    -1.11%

    Aluminium (t)

    3420.00

    -99.35

    -2.82%

    Nickel (t)

    17340.00

    +122.50

    0.71%

    Zinc (t)

    3290.30

    -26.20

    -0.79%

    Uranium (lb) weekly

    85.50

    +0.50

    0.59%

    Iron Ore (t)

    105.14

    +0.42

    0.40%

  • Energy

    16 March 2026   Updated : 07:41   AEDT

    West Texas Crude

    98.71

    +2.36

    2.45%

    Brent Crude

    103.14

    +1.72

    1.70%

CALENDAR

Monday, 16 March 2026
CH Feb Indust Prod'n
CH Feb Retail sales
AIA Qtrly update
ANGex-div 0.30c (100%)
CCGex-div 0.13c (100%)
CMMex-div 5.00c (100%)
CNUex-div 17.26c
DTLex-div 13.50c (100%)
HUBex-div 36.00c (100%)
KCNex-div 10c
LTRearnings report
RMSex-div 3.00c (100%)
Tuesday, 17 March 2026

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$24.16

REAREA GROUP LIMITED

market icon down$167.96

RMDRESMED INC

market icon down$32.81

TNETECHNOLOGY ONE LIMITED

market icon down$25.84

WOWWOOLWORTHS GROUP LIMITED

market icon up$36.08

WEEKLY PDF

Stories To Read From FNArena


WEEK 10
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WEEK 9
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WEEK 8
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WEEK 7
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WEEK 6
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FNARENA TALKS

FNARENA WINDOWS

Window on AUTOMOBILES & COMPONENTS

ARB’s Growth Story Tested By Headwinds

While ARB Corp’s near-term outlook disappointed with interim results, analysts continue to eye structural industry tailwinds and the US expansion opportunity

1:03 PM


Window on REITS

Australian Listed Real Estate Tables – 16-03-2026

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

12:24 PM


Window on BANKS

February 2026 Results – The Wrap

Final stats and insights from a reporting season in February that decisively broke with the negative trend in earnings growth for corporate Australia

Mar 13 2026


GEN AI

Market Concerns Eclipse NextDC’s Growth Outlook

NextDC’s latest results positively surprised with records set as the data centres operator continues to capture the massive AI-tailwinds of infrastructure demand and investment

Mar 13 2026


FEATURE STORIES

February 2026 Results – The Wrap

Final stats and insights from a reporting season in February that decisively broke with the negative trend in earnings growth for corporate Australia

Mar 13 2026