FINANCIAL NEWS

The Market In Numbers – 18 Jan 2025

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

9:09 AM


ASX Winners And Losers Of Today – 17-01-25

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

Jan 17 2025


Next Week At A Glance – 20-24 Jan 2025

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

Jan 17 2025


Weekly Top Ten News Stories – 17 January 2025

Our top ten news stories from 09 January 2025 to 16 January 2025

Jan 17 2025


In Case You Missed It – BC Extra Upgrades & Downgrades – 17-01-25

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

Jan 17 2025


Citi rates CBA as Sell

Australian banks outperformed the overall market by around 24% in 2024, providing a safe haven for investors as the Materials sector weakened, explains Citi.

In 2025, the analysts see limited fundamental support for banks, citing deteriorating asset quality, high costs, and the potential for rate cuts negatively impacting revenue.

Citi maintains its underweight stance on Australian banks, assigning Sell ratings to all banks under its coverage, and adds a downside 90-day short-term view on CommBank, Bendigo & Adelaide Bank, and Judo Capital.

For CommBank, the broker suggests its premium valuation is vulnerable to a de-rating, assuming material stocks do not face a further de-rating.

Unchanged  $91.50 target. Sell rating is maintained.

Macquarie rates GMD as Outperform

Macquarie highlights Genesis Minerals reported "strong" 4Q 2024 results with better-than-expected production, sales, costs, and cash flows.

Production exceeded the broker's estimate by 26% and was 18% above consensus at 57.1koz, with the Laverton mill's restart contributing positively. The mill is running at nameplate production of 3mt p.a., and Leonora is operating at nameplate capacity of 1.4mt per annum.

All-in-sustaining costs were lower than consensus but met Macquarie's forecast. Management provided FY25 guidance, which is expected to be achieved based on results to date.

The target price rises 6% to $3.30. No change to the Outperform rating.

UBS rates RIO as Neutral

Rio Tinto's fourth-quarter production was in line with UBS's forecast, and FY25 production guidance was maintained. The broker's $124 target and Neutral rating remain unchanged.

Pilbara iron ore shipments for the fourth quarter reached 86Mt, bringing FY24 shipments to 329Mt, slightly below the guidance midpoint and around -1% below both the broker's and consensus forecasts.

Mined copper performed strongly, note the analysts, driven by higher grades at Escondida and the ramp-up of the Oyu Tolgoi underground, despite continued weakness at Kennecott.

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

$29.98

16 Jan
2025

0.790

OPEN

$29.61

2.71%

HIGH

$30.06

5,659,214

LOW

$29.55

TARGET
$27.882 -7.0% downside
Franking for last dividend paid out: 65%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
Title FY23
Actual
FY24
Actual
FY25
Forecast
FY26
Forecast
EPS (cps) xxx 218.0 230.0 xxx
DPS (cps) xxx 166.0 172.0 xxx
EPS Growth xxx - 8.0% 5.5% xxx
DPS Growth xxx - 5.1% 3.6% xxx
PE Ratio xxx N/A 12.8 xxx
Dividend Yield xxx N/A 5.8% xxx
Div Pay Ratio(%) xxx 76.2% 74.8% xxx

FOLLOW US ON SOCIAL MEDIA

FIND FNARENA ON

DAILY FINANCIAL NEWS

The Market In Numbers – 18 Jan 2025

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

9:09 AM - Australia


A glance through the latest expert views and predictions about commodities: lithium prices are at or near their low point and equity valuations are no longer overstretched

Jan 17 2025 - Commodities


The Chartist reports shares in Pro Medicus are having a breather, with the uptrend likely to continue

Jan 16 2025 - Technicals


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

Jan 15 2025 - Treasure Chest


Michael Gable of Fairmont Equities observes the multi-year downtrend for shares in Woodside Energy is no longer in place

Jan 14 2025 - Technicals


Joe Lowry, President Global Lithium, shares his insights on the status and the outlook for the lithium industry at large

Jan 13 2025 - Commodities


RUDI'S VIEWS

Rudi’s View: Best Buys & Convictions For 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

Jan 16 2025

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 17-01-25

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

Jan 17 2025


The Overnight Report: Rio Tinto & Apple

A global perspective on what happened overnight

Jan 17 2025


Today’s Financial Calendar – 17-01-2025

Significant Scheduled Events For 17 January, 2025

Jan 17 2025


ASX Winners And Losers Of Today – 16-01-25

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

Jan 16 2025


Australian Broker Call *Extra* Edition – Jan 16, 2025

Extra Edition of the Broker Call Report

Jan 16 2025


The Overnight Report: Inflation Concerns Cooling

A global perspective on what happened overnight

Jan 16 2025


Today’s Financial Calendar – 16-01-2025

Significant Scheduled Events For 16 January, 2025

Jan 16 2025


WEEKLY REPORTS

Next Week At A Glance – 20-24 Jan 2025

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

Jan 17 2025

Weekly Top Ten News Stories – 17 January 2025

Our top ten news stories from 09 January 2025 to 16 January 2025

Jan 17 2025

In Case You Missed It – BC Extra Upgrades & Downgrades – 17-01-25

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

Jan 17 2025


The Short Report – 16 Jan 2025

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

Jan 16 2025

Uranium Week: 2025 Starts With A Price Pop

Uranium spot prices remained volatile into the end of 2024 with ongoing cost pressures and geo-politics hanging over buyers, sellers and producers

Jan 14 2025

Weekly Top Ten News Stories – 27 December 2024

Our top ten news stories from 19 December 2024 to 26 December 2024

Dec 28 2024


Uranium Week: No Ho Ho Ho in U308 Spot Market

The U308 spot market faded last week with reticent buyers depressing the price for eager sellers. Activity levels remain subdued

Dec 24 2024

Weekly Ratings, Targets, Forecast Changes – 20-12-24

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

Dec 23 2024

Next Week At A Glance -23-27 Dec 2024

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

Dec 20 2024


FOLLOW US ON SOCIAL MEDIA

FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    18 January 2025   Updated : 10:12   AEDT

    SPI Overnight

    8308.00

    +10.00

    0.12%

    NZ50

    13130.430

    +129.760

    1.000%

    All Ordinaries

    8557.40

    -11.70

    -0.14%

    S&P ASX 200

    8310.40

    -16.60

    -0.20%

    S&P ASX 300

    8242.50

    -14.00

    -0.17%

    Communication Services

    1635.10

    -11.30

    -0.69%

    Consumer Discretionary

    3928.00

    +6.30

    0.16%

    Consumer Staples

    11667.80

    +38.20

    0.33%

    Energy

    9104.70

    +19.20

    0.21%

    Financials

    8728.70

    -87.20

    -0.99%

    Health Care

    44866.50

    +73.00

    0.16%

    Industrials

    7763.20

    +56.90

    0.74%

    Info Technology

    2688.80

    +5.10

    0.19%

    Materials

    16808.80

    +48.80

    0.29%

    Real Estate

    3928.20

    -5.20

    -0.13%

    Utilities

    9206.10

    +46.30

    0.51%

    A-REITs

    1797.60

    -2.80

    -0.16%

    All Technology Index

    3765.60

    -5.60

    -0.15%

    Banks

    3640.00

    -53.40

    -1.45%

    Gold Index

    9430.30

    +32.30

    0.34%

    Metals & Mining

    5472.20

    +25.80

    0.47%

    Click item/line to change chart

  • Australasia

    18 January 2025   Updated : 10:12   AEDT

    AUD/USD

    0.6191

    0.00

    -0.35%

    AUD/NZD

    1.1238

    +0.01

    1.34%

    NZD/USD

    0.5591

    0.00

    -0.20%

    AUD/JPY

    96.76

    +0.14

    0.15%

    SGD/AUD

    1.18

    +0.01

    0.51%

    AUD/EUR

    0.6008

    0.00

    -0.36%

    AUD/GBP

    0.5083

    0.00

    -0.20%

    AUDCAD

    0.8968

    +0.00

    0.22%

  • World

    18 January 2025   Updated : 10:12   AEDT

    CAD/USD

    0.6902

    0.00

    -0.59%

    EUR/JPY

    160.66

    +0.48

    0.30%

    EUR/USD

    1.0304

    +0.00

    0.02%

    GBP/USD

    1.2178

    0.00

    -0.16%

    USD/JPY

    156.30

    +0.81

    0.52%

    Click item/line to change chart

  • World

    18 January 2025   Updated : 10:12   AEDT

    FTSE100

    8505.22

    +113.32

    1.35%

    DAX30

    20903.39

    +248.00

    1.20%

    Hang Seng

    19584.06

    +61.17

    0.31%

    Nikkei 225

    38451.46

    -121.14

    -0.31%

    DJIA

    43487.83

    +334.70

    0.78%

    S&P500

    5996.66

    +59.32

    1.00%

    Nasdaq Comp

    19630.20

    +291.91

    1.51%

    S&P500 VIX

    15.97

    -0.63

    -3.80%

    US 10-year yield

    4.606

    -0.047

    -1.010%

    USD Index

    108.82

    -0.09

    -0.08%

  • Aus Stocks

    18 January 2025   Updated : 10:12   AEDT

    Amcor (US)

    9.70

    0.00

    0.00%

    Newmont (US)

    41.67

    +0.02

    0.05%

    Rio Tinto (UK)

    5037.00

    +105.50

    2.14%

    BHP Group (US)

    50.09

    +0.53

    1.07%

    Rio Tinto (US)

    61.10

    +1.28

    2.14%

    ResMed (US)

    239.78

    +2.64

    1.11%

    South32 (UK)

    180.20

    +4.20

    2.39%

    James Hardie (US)

    33.83

    -0.43

    -1.26%

    Janus Henderson (US)

    42.86

    +0.77

    1.83%

    Click item/line to change chart

  • Metals & Minerals

    17 January 2025   Updated : 08:07   AEDT

    Gold (oz)

    2746.79

    +26.68

    0.98%

    Silver (oz)

    31.61

    +0.01

    0.02%

    Copper (lb)

    4.4380

    +0.04

    0.86%

    Aluminium (lb)

    1.1859

    +0.01

    1.19%

    Nickel (lb)

    7.0331

    +0.02

    0.22%

    Zinc (lb)

    1.2943

    +0.00

    0.21%

    Copper (t)

    9859.68

    +82.44

    0.84%

    Aluminium (t)

    2635.00

    +31.00

    1.19%

    Nickel (t)

    15627.50

    +33.50

    0.21%

    Zinc (t)

    2876.00

    +6.00

    0.21%

    Uranium (lb) weekly

    74.00

    -2.00

    -2.63%

    Iron Ore (t)

    100.49

    +0.29

    0.29%

  • Energy

    17 January 2025   Updated : 08:05   AEDT

    West Texas Crude

    77.86

    -1.37

    -1.73%

    Brent Crude

    81.28

    -1.22

    -1.48%

CALENDAR

Monday, 20 January 2025
JP Dec machinery orders
JP Nov industrial production
CH 1Y & 5Y Prime Rate
US Public Holiday
PNR quarterly update
S32 4Q 2024 Production
Tuesday, 21 January 2025
NZ Dec retail card spending
NZ Services Index
EZ ZEW expectations
UK Nov labour force
AIS Quarterly update
BHP 4Q 2024 Production

ALL WEATHER STOCKS

Code Company Price
CAR CAR GROUP LIMITED

$38.19

CSL CSL LIMITED

$275.06

REA REA GROUP LIMITED

$230.12

TNE TECHNOLOGY ONE LIMITED

$28.69

WOW WOOLWORTHS GROUP LIMITED

$29.95

WEEKLY PDF

Stories To Read From FNArena


WEEK 3

WEEK 51

WEEK 50

WEEK 49

WEEK 48

FNARENA TALKS

FNARENA WINDOWS

Window on NEW BATTERY ELEMENTS

Material Matters: Lithium’s Debate Continues

A glance through the latest expert views and predictions about commodities: lithium prices are at or near their low point and equity valuations are no longer overstretched

Jan 17 2025


Window on MEDICAL EQUIPMENT & DEVICES

The Trend Remains Pro Medicus’ Friend

The Chartist reports shares in Pro Medicus are having a breather, with the uptrend likely to continue

Jan 16 2025


Window on INFRA & PROPERTY DEVELOPERS

Treasure Chest: Stockland

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

Jan 15 2025


GEN AI

Looking For Durable, Needle-Moving Growth In AI

Paul Greene, portfolio manager, US equities at T. Rowe Price, advocates investors should refine their approach to AI and growth stocks investing this year

Jan 13 2025


FEATURE STORIES

A Golden Era For Engineering Services?

Defence, energy, digitalisation industries collide with sustainability to provide a very positive investment spending backdrop for Australia’s engineering services companies

Oct 30 2024