FINANCIAL NEWS
ASX Winners And Losers Of Today – 04-08-26
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
FNArena Corporate Results Monitor – 04-08-2026
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
11:25 AM
Australian Broker Call *Extra* Edition – Aug 04, 2026
Extra Edition of the Broker Call Report
11:00 AM
Northern Star Poised For Technical Break Out
Northern Star Resources’ share price is approaching a potential technical breakout, Fairmont Equities’ Michael Gable reports
10:45 AM
Weekly Update On LICs & LITs – 04-Aug-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
10:30 AM
Citi rates BHP as Neutral
Citi expects iron ore prices to remain in a trading range between US$95/t–US$100/t and retains a 3-month target price of US$100/t.
Notably, downstream demand in China remains soft albeit the analyst sees some indications the market is stabilising and an expected restocking by end-users is considered as likely to push prices back towards the target.
BHP Group remains Neutral rated on valuation grounds. The analyst points out the reshaping of the portfolio is likely to boost copper to around 50% of earnings (EBITDA) in FY26 from around 25% over the last five years.
The ramp-up of Jansen potash project in 2027 is also anticipated to further diversify earnings and commodity mix from iron ore, traditionally the dominant earnings driver.
Target $63.
Morgans rates EPI as Speculative Buy
Morgans observes Epiminder's FY26 operational progress remains robust with 50 Detect patients in July, which sits above guidance. Twenty leading US centres are now enrolling and management has pointed to 210 by the end of 1H2027.
FY26 cash burn came in lower than Morgans' expected at -$45m-$48m which indicated the company has reached peak Detect and G1 spend. Costs are anticipated by management to decline substantially in FY28.
US Medicare proposed 2027 reimbursement of US$31.6k is noted as 14% higher than 2026. The broker believes this offers additional support for the assumed average selling price of US$25k.
No change to Speculative Buy rating and $2.23 target price. Cash burn and earnings (EBIT) forecasts for FY27 are raised.
Bell Potter rates RMY as Speculative Buy
RMA Global's US revenue grew 16% in the fourth quarter with net operating cash outflows of -$700,000.
Bell Potter notes 40 multi-year brokerage deals completed in the quarter, following on from the multi-year strategic partnership signed with RE/MAX in the third quarter.
The broker adjusts revenue growth forecasts slightly lower, given the prospect of rising interest/mortgage rates. The target is lowered to $0.07 from $0.10, being sensitive to growth drivers and cash flow.
Commentary explains the main driver of shareholder value remains the US market where a decline in interest rates could potentially drive a lift in house sales and by extension activity on the company's platform and subscriptions. Speculative Buy retained.
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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 |
|---|---|---|---|
$37.29 03 Aug |
OPEN $37.30 |
HIGH $37.37 | 2,845,892 LOW $37.00 |
-0.020| TARGET | |||
| $35.017-6.1% downside | |||
| Franking for last dividend paid out: 75% |
| Title | FY24 Actual | FY25 Actual | FY26 Forecast | FY27 Forecast |
|---|---|---|---|---|
| EPS (cps) | xxx | 198.2 | 245.1 | xxx |
| DPS (cps) | xxx | 166.0 | 166.8 | xxx |
| EPS Growth | xxx | - 9.1% | 23.7% | xxx |
| DPS Growth | xxx | 0.0% | 0.5% | xxx |
| PE Ratio | xxx | N/A | 15.6 | xxx |
| Dividend Yield | xxx | N/A | 4.4% | xxx |
| Div Pay Ratio(%) | xxx | 83.8% | 68.1% | xxx |
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DAILY FINANCIAL NEWS
FNArena Corporate Results Monitor – 04-08-2026
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
11:25 AM - Australia
Northern Star Resources’ share price is approaching a potential technical breakout, Fairmont Equities’ Michael Gable reports
10:45 AM - Technicals
Chinese EV sales in Australia are in a strong uptrend. This will start impacting on existing sectors and businesses
Aug 03 2026 - Australia
Independent Investment Research updates developments in Australia’s listed investment trust and provides comparative data
Aug 03 2026 - Australia
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
Aug 01 2026 - Australia
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
Jul 31 2026 - Australia
PR NEWSWIRE
Boao Forum: CRRC Zhuzhou Institute Outlines Core Technologies and Application-Driven Innovation for Green Industry Growth
2:34 PM - PR NewsWire
South Australian mining technology heads to the US after commercial milestone
7:00 AM - PR NewsWire
Cboe Completes Sale of Cboe Australia to TMX Group
Aug 03 2026 - PR NewsWire
GreenCore Solutions Corp. (GSC) Launches — Agency Partner Program (APP) — AI Agents for Agency CPG Clients
Aug 01 2026 - PR NewsWire
Telix H1 2026 Results: Investor Webcast Notification
Jul 31 2026 - PR NewsWire
Social Media Has Hijacked the Australian Shopping Journey and Brands Risk Falling Behind, Research Finds
Jul 30 2026 - PR NewsWire
RUDI'S VIEWS
Rudi’s View: TechOne, Banks & Wesfarmers
In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?
Jul 30 2026
DAILY MARKET REPORTS
ASX Winners And Losers Of Today – 04-08-26
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 – Aug 04, 2026
Extra Edition of the Broker Call Report
11:00 AM
The Overnight Report: Dow Closes At Record High
A global perspective on what happened overnight
8:31 AM
ASX Winners And Losers Of Today – 03-08-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Aug 03 2026
Australian Broker Call *Extra* Edition – Aug 03, 2026
Extra Edition of the Broker Call Report
Aug 03 2026
The Monday Report – 03 August 2026
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
Aug 03 2026
WEEKLY REPORTS
Weekly Update On LICs & LITs – 04-Aug-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
10:30 AM
Uranium Week: Steady Rise In Term Requests
As far as activity and pricing in the U308 market were concerned, July was largely a non-event, but investors adopted a risk-off approach to uranium equities, as reflected in the decline of the Global X Uranium ETF (URA)
10:00 AM
Australian Listed Real Estate Tables – 03-08-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Aug 03 2026
Weekly Ratings, Targets, Forecast Changes – 31-07-26
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
Aug 03 2026
Next Week At A Glance – 3-7 August 2026
A brief look at important company events and economic data releases next week
Jul 31 2026
Weekly Top Ten News Stories – 31 July 2026
Our top ten news stories from 23 July 2026 to 30 July 2026
Jul 31 2026
In Case You Missed It – BC Extra Upgrades & Downgrades – 31-07-26
A summary of the highlights from Broker Call Extra updates throughout the week past
Jul 31 2026
In Brief: Credit Clear, FDC & Greatland Resources
This week’s broker updates highlight Credit Clear’s stronger-than-expected earnings, FDC’s attractive post-IPO outlook and Greatland Resources’ operational progress
Jul 31 2026
The Short Report – 30 Jul 2026
FNArena’s weekly update on short positions in the Australian share market
Jul 30 2026
THE MARKETS
Australia
04 August 2026 Updated : 19:12 AEDT
SPI Overnight
8970.00
0.00
0.00%
NZ50
13903.460
+128.530
0.930%
All Ordinaries
9311.90
+133.50
1.45%
S&P ASX 200
9145.80
+126.50
1.40%
S&P ASX 300
9069.90
+127.30
1.42%
Communication Services
1666.00
+26.70
1.63%
Consumer Discretionary
4082.80
+8.40
0.21%
Consumer Staples
13501.40
+20.00
0.15%
Energy
10596.70
+77.40
0.74%
Financials
10127.00
+191.40
1.93%
Health Care
27540.10
+635.20
2.36%
Industrials
8546.00
+87.60
1.04%
Info Technology
1854.70
+70.20
3.93%
Materials
23507.00
+250.50
1.08%
Real Estate
3689.80
+51.30
1.41%
Utilities
9748.10
-40.70
-0.42%
A-REITs
1718.60
+23.60
1.39%
All Technology Index
3068.60
+101.60
3.42%
Banks
4307.80
+84.50
2.00%
Gold Index
15543.00
+286.70
1.88%
Metals & Mining
8066.20
+83.20
1.04%
World
04 August 2026 Updated : 19:12 AEDT
CAD/USD
0.7122
0.00
0.00%
EUR/JPY
181.70
+0.79
0.43%
EUR/USD
1.1504
0.00
-0.18%
GBP/USD
1.3437
0.00
-0.10%
USD/JPY
157.94
+0.93
0.59%
Aus Stocks
04 August 2026 Updated : 19:12 AEDT
Amcor (US)
46.02
+1.14
2.54%
Newmont (US)
95.37
+1.66
1.77%
Rio Tinto (UK)
7271.00
+182.00
2.57%
BHP Group (US)
83.50
-0.99
-1.17%
Rio Tinto (US)
95.90
-0.95
-0.98%
ResMed (US)
215.19
+4.21
2.00%
South32 (UK)
246.80
+6.80
2.83%
James Hardie (US)
27.67
+1.38
5.25%
Janus Henderson (US)
51.95
-0.02
-0.04%
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CALENDAR
Tuesday, 4 August 2026
AU July ANZ job ads AU June Household spend US June Factory orders US June Jolts US June Trade Bal CCP FY26 earnings report COF FY26 earnings report Wednesday, 5 August 2026
NZ 2Q wages & unemployment US July ADP US July ISM services XX Global PMIs ARG FY26 earnings report ALL WEATHER STOCKS
Code Company Price CAR CAR GROUP LIMITED 
$26.90REA REA GROUP LIMITED $163.56RMD RESMED INC $30.70TNE TECHNOLOGY ONE LIMITED $32.04WOW WOOLWORTHS GROUP LIMITED $40.22WEEKLY PDF
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WEEK 31
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FNARENA TALKS
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FNARENA WINDOWS
Window on GOLD & SILVER
Northern Star Poised For Technical Break Out
Northern Star Resources’ share price is approaching a potential technical breakout, Fairmont Equities’ Michael Gable reports
10:45 AM
Window on WEALTH MANAGEMENT & INVESTMENTS
Weekly Update On LICs & LITs – 04-Aug-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
10:30 AM
Window on URANIUM
Uranium Week: Steady Rise In Term Requests
As far as activity and pricing in the U308 market were concerned, July was largely a non-event, but investors adopted a risk-off approach to uranium equities, as reflected in the decline of the Global X Uranium ETF (URA)
10:00 AM
GEN AI
AI Infrastructure: From Capex To Productivity
Despite growing investor scepticism, analysts believe the next phase of the AI investment cycle will be driven by productivity gains, data centre expansion and a widening group of ASX-listed beneficiaries
Jul 30 2026