FINANCIAL NEWS

ASX Winners And Losers Of Today – 01-10-26

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


Chrysos Converts Disruption Into Dollars

Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods

1:52 PM


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?

11:00 AM


The Short Report – 01 Oct 2026

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

10:45 AM


Australian Broker Call *Extra* Edition – Oct 01, 2026

Extra Edition of the Broker Call Report

10:30 AM


Bell Potter rates ALC as Buy

Alcidion has a new contract with Northern Care Alliance NHS Foundation which upgrades the existing UK customer's Extramed flow product. Miya Flow will also be rolled out across several new sites for the Trust where no relationship with Alcidion was in place.

Bell Potter estimates $4.5m in revenue will be recognised from this contract in FY27 which lifts the current contracted revenue base to more than $49m. The contract is considered a de-risking of FY27 revenue forecasts. Buy rating and 15c target maintained.

Citi rates LTR as Neutral

Following on from Liontown's latest market update, Citi lowers its target price to $1.05 from $1.30.

No change in Neutral rating.

Ord Minnett rates VMM as Speculative Buy

Management at Viridis Mining and Minerals continues to advance the Colossus rare earths project towards construction, Ord Minnett observes.

During FY26 the definitive feasibility study (DFS) was completed and US$140m of strategic equity funding was secured.

Attention now expected to turn to finalisation of debt funding, expected to cover 70% of the -US$449m development cost.

Other key catalysts include a binding offtake agreement with Belgian chemicals group Solvay and receipt of the Installation Licence for Colossus, both required ahead of a final investment decision (FID).

Construction is targeted to commence in the March quarter of 2027, supporting planned production from October 2028.

The $6.50 target is unchanged; Speculative Buy rating retained.

This is a summary of research released by Ord Minnett yesterday.

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

$38.31

30 Sep
2026

market red arrow -0.140

OPEN

$38.30

market red arrow -0.36%

HIGH

$38.53

6,202,900

LOW

$38.03

TARGET
$35.922-6.2% 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 15.0xxx
Dividend YieldxxxN/A 4.5%xxx
Div Pay Ratio(%)xxx 83.8% 67.4%xxx

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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
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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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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
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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
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2h
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
2h
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
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Rudi Filapek-Vandyck@Filapek
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"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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Rudi Filapek-Vandyck@Filapek
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RBC Capital on Aristocrat Leisure $ALL: "Aristocrat held a management briefing at the G2E Conference, led by Trevor Croker (MD & Group CEO), Craig Toner (CEO, Aristocrat Gaming), Dylan Slaney (CEO, Aristocrat Interactive) and Matt Primmer (Chief Product Officer). "Management
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22h
CLSA on Liontown (ASX:LTR) $LTR: "LTR today approved the expansion of KV to 4.2Mtpa throughput (vs CLSAe: 4Mtpa) at a total capex of A$389m (vs CLSAe: A$438m). "(...) we were cautious heading into FID on overly aggressive ramp/recovery consensus expectations at KV, particularly
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Amundi: "The road ahead for central banks "Amid a fragmenting global order, growth is increasingly resting on a narrow base of drivers, economic gains are becoming more unevenly distributed, and inflationary pressures are likely to persist. "Against this backdrop, monetary and
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DAILY FINANCIAL NEWS

Chrysos Converts Disruption Into Dollars

Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods

1:52 PM - Small Caps


Seasonality and other factors support a higher price of gold in the weeks ahead, DeCarleyTrading.com’s Carley Garner reports

10:00 AM - Commodities


Growth is so rapacious for Codan, management has upgraded interim FY27 guidance some six weeks after FY26 results, as demand for unmanned aircraft systems surges

Sep 30 2026 - Australia


MFS Investment Management’s Benoit Anne digs deeper into why US bond yields are on the rise and what it means for other assets

Sep 30 2026 - International


Northern Star’s relative underperformance has attracted Gold Fields, one of the world’s largest gold producers, in what brokers characterise as a strategically appealing combination

Sep 29 2026 - Australia


Permanent FDA approval has removed a major regulatory overhang for Bubs Australia while opening the door to further US distribution

Sep 29 2026 - Small Caps


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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 – 01-10-26

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 01, 2026

Extra Edition of the Broker Call Report

10:30 AM


The Overnight Report: Bond Yields Discomfort

A global perspective on what happened overnight

8:51 AM


Today’s Financial Calendar – 01-10-2026

Significant Scheduled Events For 01 October, 2026

8:15 AM


ASX Winners And Losers Of Today – 30-09-26

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

Sep 30 2026


Australian Broker Call *Extra* Edition – Sep 30, 2026

Extra Edition of the Broker Call Report

Sep 30 2026


The Overnight Report: Final Day Of A Drab Month

A global perspective on what happened overnight

Sep 30 2026


WEEKLY REPORTS

The Short Report – 01 Oct 2026

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

10:45 AM

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

Weekly Ratings, Targets, Forecast Changes – 25-09-26

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

Sep 28 2026

Next Week At A Glance – 28 Sept – 2 Oct 2026

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

Sep 25 2026


Weekly Top Ten News Stories – 25 September 2026

Our top ten news stories from 17 September 2026 to 24 September 2026

Sep 25 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 25-09-26

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

Sep 25 2026

In Brief: L1 Group, Storage King & Bellevue Gold

This week’s In Brief covers three hidden ‘jewels’ that are offering value and upside potential

Sep 25 2026


9.2K Followers
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@Filapek
Rudi Filapek-Vandyck @Filapek
4h
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
4h
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
10h
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
10h
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
12h
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
12h
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
1d
"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
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Aristocrat Leisure $ALL: "Aristocrat held a management briefing at the G2E Conference, led by Trevor Croker (MD & Group CEO), Craig Toner (CEO, Aristocrat Gaming), Dylan Slaney (CEO, Aristocrat Interactive) and Matt Primmer (Chief Product Officer). "Management
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
CLSA on Liontown (ASX:LTR) $LTR: "LTR today approved the expansion of KV to 4.2Mtpa throughput (vs CLSAe: 4Mtpa) at a total capex of A$389m (vs CLSAe: A$438m). "(...) we were cautious heading into FID on overly aggressive ramp/recovery consensus expectations at KV, particularly
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Amundi: "The road ahead for central banks "Amid a fragmenting global order, growth is increasingly resting on a narrow base of drivers, economic gains are becoming more unevenly distributed, and inflationary pressures are likely to persist. "Against this backdrop, monetary and
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THE MARKETS

    Click item/line to change chart

  • Australia

    01 October 2026   Updated : 19:42   AEDT

    SPI Overnight

    8765.00

    -48.00

    -0.54%

    NZ50

    13810.510

    -23.880

    -0.170%

    All Ordinaries

    8794.40

    -174.80

    -1.95%

    S&P ASX 200

    8614.40

    -174.90

    -1.99%

    S&P ASX 300

    8546.40

    -172.50

    -1.98%

    Communication Services

    1525.00

    -13.10

    -0.85%

    Consumer Discretionary

    3515.70

    -41.90

    -1.18%

    Consumer Staples

    12771.80

    -334.60

    -2.55%

    Energy

    10556.90

    -330.00

    -3.03%

    Financials

    8992.70

    -196.10

    -2.13%

    Health Care

    31897.60

    -813.60

    -2.49%

    Industrials

    7897.30

    -140.90

    -1.75%

    Info Technology

    1668.50

    -10.40

    -0.62%

    Materials

    23640.40

    -454.20

    -1.89%

    Real Estate

    3232.00

    -81.30

    -2.45%

    Utilities

    9723.90

    -89.40

    -0.91%

    A-REITs

    1505.20

    -38.80

    -2.51%

    All Technology Index

    2764.00

    -28.70

    -1.03%

    Banks

    3761.60

    -85.50

    -2.22%

    Gold Index

    18321.60

    -391.50

    -2.09%

    Metals & Mining

    8150.40

    -156.40

    -1.88%

    Click item/line to change chart

  • Australasia

    01 October 2026   Updated : 19:42   AEDT

    AUD/USD

    0.6941

    0.00

    -0.42%

    AUD/NZD

    1.2379

    +0.00

    0.39%

    NZD/USD

    0.5608

    0.00

    -0.78%

    AUD/JPY

    109.93

    +0.54

    0.50%

    SGD/AUD

    1.12

    +0.00

    0.12%

    AUD/EUR

    0.6148

    +0.00

    0.20%

    AUD/GBP

    0.5251

    +0.00

    0.06%

    AUDCAD

    0.9887

    +0.00

    0.03%

  • World

    01 October 2026   Updated : 19:42   AEDT

    CAD/USD

    0.7020

    0.00

    -0.45%

    EUR/JPY

    178.83

    +0.55

    0.31%

    EUR/USD

    1.1290

    -0.01

    -0.62%

    GBP/USD

    1.3220

    -0.01

    -0.48%

    USD/JPY

    158.39

    +1.47

    0.94%

    Click item/line to change chart

  • World

    01 October 2026   Updated : 19:42   AEDT

    FTSE100

    10446.96

    -159.04

    -1.50%

    DAX30

    25018.90

    -180.29

    -0.72%

    Hang Seng

    24613.27

    +89.70

    0.37%

    Nikkei 225

    68956.72

    +2203.00

    3.30%

    NZ50

    13810.510

    -23.880

    -0.170%

    DJIA

    50906.05

    -443.87

    -0.86%

    S&P500

    7651.54

    -19.30

    -0.25%

    Nasdaq Comp

    26861.06

    +63.52

    0.24%

    S&P500 VIX

    16.56

    +0.52

    3.24%

    US 10-year yield

    5.293

    +0.038

    0.720%

    USD Index

    101.47

    +0.08

    0.08%

  • Aus Stocks

    01 October 2026   Updated : 19:42   AEDT

    Amcor (US)

    41.86

    -0.60

    -1.41%

    Newmont (US)

    115.34

    -1.75

    -1.49%

    Rio Tinto (UK)

    6994.00

    -105.00

    -1.48%

    BHP Group (US)

    84.84

    +0.02

    0.02%

    Rio Tinto (US)

    94.17

    +0.01

    0.01%

    ResMed (US)

    221.10

    -1.73

    -0.78%

    South32 (UK)

    256.40

    -8.20

    -3.10%

    James Hardie (US)

    25.31

    +0.21

    0.84%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    01 October 2026   Updated : 07:10   AEDT

    Gold (oz)

    4157.49

    -24.52

    -0.59%

    Silver (oz)

    60.41

    -1.05

    -1.71%

    Copper (lb)

    6.5800

    -0.02

    -0.30%

    Aluminium (lb)

    1.4635

    -0.01

    -0.71%

    Nickel (lb)

    7.1960

    0.00

    0.00%

    Zinc (lb)

    1.8044

    +0.01

    0.50%

    Copper (t)

    14502.32

    -44.08

    -0.30%

    Aluminium (t)

    3225.50

    -23.00

    -0.71%

    Nickel (t)

    15860.00

    0.00

    0.00%

    Zinc (t)

    3977.00

    +20.00

    0.51%

    Uranium (lb) weekly

    89.75

    0.00

    0.00%

    Iron Ore (t)

    96.59

    -0.14

    -0.14%

  • Energy

    01 October 2026   Updated : 07:10   AEDT

    West Texas Crude

    90.32

    +1.40

    1.57%

    Brent Crude

    97.85

    -4.66

    -4.55%

CALENDAR

Thursday, 1 October 2026
NZ Aug Bldg permits
AU Aug Trade Bal
JP 3Q Tankan
CH Public Holiday
EZ Aug Unemployment
US Sep ISM mfg
AGLAGM
AGLAnnual General Meeting
CUEex-div 0.25c
IPCex-div 8.00c (100%)
KMEex-div 1.00c (100%)
KMEex-div 5.00c (100%)
LCEex-div 2.50c (100%)

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$22.00

REAREA GROUP LIMITED

market icon down$154.12

RMDRESMED INC

market icon down$31.55

TNETECHNOLOGY ONE LIMITED

market icon up$29.22

WOWWOOLWORTHS GROUP LIMITED

market icon down$38.06

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FNARENA TALKS

FNARENA WINDOWS

Window on MINING SECTOR CONTRACTING

Chrysos Converts Disruption Into Dollars

Recurring revenues underpin a substantial growth runway for Chrysos as its PhotonAssay technology challenges centuries-old gold assay methods

1:52 PM


Window on GOLD & SILVER

Is Gold Setting Up For A Nice Bounce?

Seasonality and other factors support a higher price of gold in the weeks ahead, DeCarleyTrading.com’s Carley Garner reports

10:00 AM


Window on HARDWARE & EQUIPMENT

Codan’s Growth Goes (Even More) Exponential

Growth is so rapacious for Codan, management has upgraded interim FY27 guidance some six weeks after FY26 results, as demand for unmanned aircraft systems surges

Sep 30 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?

11:00 AM


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?

11:00 AM