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BROKER CALL

Rudi’s Comprehensive August 2025 Review

A compilation of stories relating to the August 2026 corporate reporting season in Australia, including FNArena’s final balance for the season

1:17 PM

Downside Risk Building For Australian Banks

The housing correction, further RBA rate hikes and the macroeconomic backdrop all pose downside risks to bank earnings ahead

11:16 AM

Solid Support Underpins Core Lithium’s Rally

As Core Lithium retests its April high again, Fairmont Equities’ Michael Gable highlights the stock is showing solid buying support

10:45 AM

Weekly Update On LICs & LITs – 15-Sep-2026

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

10:30 AM

Uranium Week: Contracting Season Heats Up

The World Nuclear Symposium defined multiple opportunities and challenges for the industry, including a US$6trn financial impost by 2050

10:00 AM

Citi rates ARB as Neutral

Citi views Ian Foston's appointment to replace Andrew Stott on ARB Corp's board as incrementally positive.

Foston's automotive engineering and original equipment manufacturer (OEM) expertise is considered well suited to ARB's next growth phase.

This is particularly the case as the company navigates vehicle fragmentation and the rise of electric vehicles and Chinese manufacturers, the analyst explains.

Target for Neutral-rated ARB Corp is unchanged at $22.50.

Citi rates GPT as Buy

Citi views GPT Group's acquisition of 66 Eagle Street in Brisbane for $380m through its value-add partnership as a positive step in expanding its funds-management platform. Partnership deployment has now exceeded $500m of gross asset value since February.

The property benefits from limited new office supply, improving leasing conditions and rental-reversion potential within Brisbane's Golden Triangle, the analysts highlight.

Commentary highlights GPT will earn investment-management, leasing and property-management fees, supporting medium-term earnings growth.

Buy rating and $6.00 target.

Bell Potter rates TLX as Upgrade to Buy from Hold

Bell Potter retains a $19 target price and upgrades Telix Pharmaceuticals to Buy from Hold post the FDA approval of Pixclara, noting the company now has several revenue streams, including the isotope manufacturing business. Approval is viewed as a positive catalyst.

The analyst indicates FY27 revenues likely to exceed $1bn. Pixclara will be mainly used for outpatients, and management will likely apply for a pass-through reimbursement, which should start on April 1, 2027.

The broker believes Telix will look to extend its existing relationship with Cardinal and others for supply of the isotope.

Click here to see full report

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 PRICE	CHANGE +/-	CHANGE %	VOLUME
$37.54 14 Sep 2026	0.270 OPEN $37.46	0.72% HIGH $37.60	3,281,111 LOW $37.31

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$37.54

14 Sep
2026

market green arrow 0.270

OPEN

$37.46

market green arrow 0.72%

HIGH

$37.60

3,281,111

LOW

$37.31

TARGET
$35.630-5.1% downside
Franking for last dividend paid out: 75%

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	198.2	247.3	xxx
DPS (cps)	xxx	166.0	166.7	xxx
EPS Growth	xxx	- 9.1%	24.8%	xxx
DPS Growth	xxx	0.0%	0.4%	xxx
PE Ratio	xxx	N/A	15.0	xxx
Dividend Yield	xxx	N/A	4.5%	xxx
Div Pay Ratio(%)	xxx	83.8%	67.4%	xxx

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CBA: "We have lifted our estimate of the current nominal neutral cash rate to 3.85%, from around 3.7% in July. The range across our models is now 3.2% to 4.3%. "The RBA’s estimates have also moved in the same broad direction over the past year, as have financial market

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Macquarie on New Hope $NHC: "NHC FY26 results reported mostly in-line earnings, with Revenue/NPAT 1%/0% vs consensus and Ebitda a 4% miss against VA. "Cash flows and Net debt were also within 2% of market expectations. The final DPS of A30cps was the main beat, 97%/125% above

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RBC Capital on Catapult Sports $CAT: "Catapult Sports is the global leader in performance analytics tools for elite and professional sports teams, with its products used by more than 4,000 teams across 40 sports. "Deep workflow integration, a high-retention SaaS model, and a

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Do we collectively stop thinking clearly? Every time someone's using "Warren Buffett's favorite valuation indicator, the stock market capitalization-to-GDP ratio" and then warns of a pending bubble armageddon, I ask that same question. Counter-argument: once upon a time US

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RBC Capital on James Hardie $JHX: "We expect James Hardie's September 15 investor day to highlight successes in integrating with AZEK and expand on its priorities and strategy as a combined company, with incremental updates on initiatives management has previously highlighted as

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"(...) we would likely view a near-term correction as a buying opportunity. "As our updated forecasts attest, earnings momentum continues, the capital spending cycle pushes forward and the broader economy remains resilient. "From our vantage point, the line still moves up and

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Aswath Damodaran: "As we get closer to the FOMC meeting date, it is likely that there will more talk about interest rates, and what the Fed can or cannot do to change their course. "Much of that debate, in my view, is pointless, since the pathway of rates is and will continue

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RBC Capital on Orica $ORI: "While the macro backdrop remains supportive of the mining services companies, we expect Orica has been impacted by the North American AN supply constraints given the continued outage of the CF Industries' Yazoo City plant as well as a longer than

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DAILY FINANCIAL NEWS

Downside Risk Building For Australian Banks

The housing correction, further RBA rate hikes and the macroeconomic backdrop all pose downside risks to bank earnings ahead

11:16 AM - Australia

Solid Support Underpins Core Lithium’s Rally

As Core Lithium retests its April high again, Fairmont Equities’ Michael Gable highlights the stock is showing solid buying support

10:45 AM - Technicals

Infratil’s Investor Day, The Next Catalyst?

Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day this week

Sep 14 2026 - Australia

Treasure Chest: AGL Energy

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AGL Energy

Sep 14 2026 - Treasure Chest

The Market In Numbers – 12 Sep 2026

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

Sep 12 2026 - Australia

Objective Corp’s Turnaround Challenge

Confidence has been eroded following an exceptionally tough period for Objective Corp, but can management turn the tide?

Sep 11 2026 - Small Caps

It Pays To Be Contrarian On CBA Shares

Sep 10 2026 - Technicals

Affordability Gives Aspen The Defensive Edge

Sep 10 2026 - Small Caps

AI Sales Reshape Dicker Data’s Momentum

Sep 09 2026 - Small Caps

Ventia’s Transition Year Serves Up Opportunity

Sep 09 2026 - Australia

Technical Views On Nasdaq, ASX200 & Oil

Sep 09 2026 - Technicals

Woodside Aims To Maximise Shareholder Returns

Sep 09 2026 - Australia

A New Rhythm For Audinate Group

Sep 08 2026 - Small Caps

NRW Holdings Shares Ready To Rally

Sep 08 2026 - Technicals

Mineral Resources’ Ambition Raises Concerns

Sep 07 2026 - Australia

ASIC Watch: AI Governance As Board Priority

Sep 07 2026 - Australia

The Market In Numbers – 5 Sep 2026

Sep 05 2026 - Australia

FNArena Corporate Results Monitor – 04-09-2026

Sep 04 2026 - Australia

PR NEWSWIRE

Sorbent to acquire Kenvue’s Stayfree and Carefree business in Australia and New Zealand

Sep 14 2026 - PR NewsWire

FDA Approves Telix’s Brain Cancer Imaging Drug Pixclara

Sep 14 2026 - PR NewsWire

IonOpticks launches Aurora Series® 5 and new CoreJet™ emitter technology, advancing robust nano-LC for routine proteomics research.

Sep 14 2026 - PR NewsWire

AluHouse Signs Strategic MoUs with Three Australian Partners to Address Housing Shortage with MiC Technology

Sep 11 2026 - PR NewsWire

BE CENTRE TAKES CHILDREN’S THERAPY INTO CENTRAL COAST COMMUNITIES AS OUTREACH PROGRAM RECORDS MORE THAN 95% ATTENDANCE AND RETENTION

Sep 11 2026 - PR NewsWire

Made for Australians: Five Reasons Samsung TVs Are Designed for Australian Lifestyles

Sep 11 2026 - PR NewsWire

RUDI'S VIEWS

Rudi’s View: Post-August Stock Picks & Best Buys

Sector analysts have updated key preferences and best buy selections post the August results season

Sep 10 2026

DAILY MARKET REPORTS

The Overnight Report: AI Stocks Down

A global perspective on what happened overnight

8:43 AM

Today’s Financial Calendar – 15-09-2026

Significant Scheduled Events For 15 September, 2026

8:15 AM

ASX Winners And Losers Of Today – 14-09-26

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

Sep 14 2026

Australian Broker Call Extra Edition – Sep 14, 2026

Extra Edition of the Broker Call Report

Sep 14 2026

The Monday Report – 14 September 2026

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

Sep 14 2026

Today’s Financial Calendar – 14-09-2026

Significant Scheduled Events For 14 September, 2026

Sep 14 2026

ASX Winners And Losers Of Today – 11-09-26

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

Sep 11 2026

WEEKLY REPORTS

Weekly Update On LICs & LITs – 15-Sep-2026

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

10:30 AM

Uranium Week: Contracting Season Heats Up

The World Nuclear Symposium defined multiple opportunities and challenges for the industry, including a US$6trn financial impost by 2050

10:00 AM

Australian Listed Real Estate Tables – 14-09-2026

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

Sep 14 2026

Weekly Ratings, Targets, Forecast Changes – 11-09-26

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

Sep 14 2026

Next Week At A Glance – 14-18 Sep 2026

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

Sep 11 2026

Weekly Top Ten News Stories – 11 September 2026

Our top ten news stories from 03 September 2026 to 10 September 2026

Sep 11 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 11-09-26

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

Sep 11 2026

In Brief: Amplitude, Bubs & Cash Converters

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

Sep 11 2026

The Short Report – 10 Sep 2026

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

Sep 10 2026

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Click item/line to change chart

Australia
15 September 2026 Updated : 14:42 AEDT
SPI Overnight
8734.00
-14.00
-0.16%
NZ50
13485.100
-75.590
-0.560%
All Ordinaries
8853.40
-70.50
-0.79%

S&P ASX 200
8674.20
-75.70
-0.87%
S&P ASX 300
8606.70
-73.10
-0.84%
Communication Services
1557.70
+6.20
0.40%
Consumer Discretionary
3495.60
+17.60
0.51%
Consumer Staples
13064.40
+58.60
0.45%
Energy
11035.70
-142.30
-1.27%
Financials
9088.00
-99.00
-1.08%
Health Care
31574.90
+358.20
1.15%
Industrials
7882.60
-46.00
-0.58%
Info Technology
1639.90
+5.20
0.32%
Materials
23701.00
-462.80
-1.92%
Real Estate
3231.00
-21.30
-0.65%
Utilities
10212.50
-40.10
-0.39%
A-REITs
1504.00
-10.00
-0.66%
All Technology Index
2765.50
+21.30
0.78%
Banks
3812.20
-41.90
-1.09%
Gold Index
18323.50
-456.60
-2.43%
Metals & Mining
8168.80
-171.10
-2.05%

Click item/line to change chart

Australasia
15 September 2026 Updated : 14:42 AEDT

AUD/USD
0.7118
0.00
-0.13%
AUD/NZD
1.2369
+0.00
0.15%
NZD/USD
0.5755
0.00
-0.28%
AUD/JPY
110.09
-0.15
-0.13%
SGD/AUD
1.10
+0.00
0.04%
AUD/EUR
0.6170
0.00
-0.10%
AUD/GBP
0.5279
0.00
-0.13%
AUDCAD
0.9904
+0.00
0.01%
World
15 September 2026 Updated : 14:42 AEDT
CAD/USD
0.7187
0.00
-0.14%
EUR/JPY
178.42
-0.08
-0.04%
EUR/USD
1.1538
0.00
-0.02%
GBP/USD
1.3485
+0.00
0.02%
USD/JPY
154.65
-0.03
-0.02%

Click item/line to change chart

World
15 September 2026 Updated : 14:42 AEDT
FTSE100
10697.57
+47.13
0.44%
DAX30
25440.81
-127.75
-0.50%
Hang Seng
24859.45
-58.15
-0.23%
Nikkei 225
63568.84
+75.85
0.12%
NZ50
13485.100
-75.590
-0.560%
DJIA
52421.20
-152.09
-0.29%

S&P500
7619.98
-37.00
-0.48%
Nasdaq Comp
26186.41
-146.62
-0.56%
S&P500 VIX
17.10
+1.26
7.95%
US 10-year yield
4.961
-0.014
-0.280%
USD Index
99.47
+0.38
0.39%
Aus Stocks
15 September 2026 Updated : 14:42 AEDT
Amcor (US)
42.25
-0.10
-0.24%
Newmont (US)
123.07
-3.74
-2.95%
Rio Tinto (UK)
7186.00
-188.00
-2.55%
BHP Group (US)
84.74
-2.43
-2.79%
Rio Tinto (US)
97.64
-2.32
-2.32%
ResMed (US)
222.99
+4.72
2.16%
South32 (UK)
255.00
-9.20
-3.48%
James Hardie (US)
28.33
-0.14
-0.49%
Janus Henderson (US)
51.95
-0.02
-0.04%

Click item/line to change chart

Metals & Minerals
15 September 2026 Updated : 07:12 AEDT
Gold (oz)
4298.90
-18.44
-0.43%
Silver (oz)
63.24
+0.39
0.62%
Copper (lb)
6.3200
-0.13
-2.02%
Aluminium (lb)
1.4855
-0.04
-2.33%
Nickel (lb)
7.3525
-0.19
-2.56%
Zinc (lb)
1.8217
-0.08
-4.09%
Copper (t)
13929.28
-286.52
-2.02%
Aluminium (t)
3274.00
-78.00
-2.33%
Nickel (t)
16205.00
-425.00
-2.56%
Zinc (t)
4015.00
-171.00
-4.09%
Uranium (lb) weekly
90.00
+0.25
0.28%
Iron Ore (t)
97.55
-1.13
-1.15%
Energy
15 September 2026 Updated : 07:12 AEDT

West Texas Crude
101.88
-2.07
-1.99%
Brent Crude
106.14
-1.24
-1.15%

CALENDAR

Tuesday, 15 September 2026

NZ	Aug Card spending
CH	Aug Retail sales, Industrial prod'n & Unemployment
EZ	ECB's Cipollone speaks in Frankfurt
EZ	ECB's Reinesch speaks in Luxembourg
EZ	July Trade Bal
EZ	Sep ZEW
UK	July Earnings
UK	July Unemployment
US	ADP weekly employment change
AIA	Qtrly update
DTL	ex-div 18.25c (100%)
DUR	ex-div 2.50c (100%)
EVN	investor briefing 15-17 Sept