FINANCIAL NEWS

The Monday Report – 27 April 2026

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

8:44 AM


Today’s Financial Calendar – 27-04-2026

Significant Scheduled Events For 27 April, 2026

8:15 AM


The Market In Numbers – 25 Apr 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

Apr 25 2026


ASX Winners And Losers Of Today – 24-04-26

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

Apr 24 2026


Next Week At A Glance – 27-24 Apr 2026

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

Apr 24 2026


Bell Potter rates PLS as Hold

PLS Group announced record quarterly spodumene concentrate production, Bell Potter highlights, with 3Q26 production of 232kt, higher than the analyst's forecast of 213kt, and sales of 196kt, which missed expectations.

Notably, higher lithium prices are helping to generate robust cash flow and earnings, the analyst explains, with free cash flow of around $375m over the period. Unit costs fell -11% q/q and were below forecasts, but in the June quarter the broker flags a rise in costs with the restarts of Ngungaju plant.

The lithium producer settled a US$600m Senior Unsecured Notes issue at 6.875% due 2031.

Target price is lifted to $5.50 from $4.60. No change to Hold rating. EPS forecasts are raised by 32% for FY26 and 43% for FY27.

Citi rates SUN as Neutral

Citi highlights Suncorp Group's introduction of five-year aggregate reinsurance cover as a key step in reducing earnings volatility, with the cost broadly offset and no impact on underlying margins.

The arrangement caps annual natural hazard losses above a threshold, improving downside protection and enabling a modest ($100m) capital release, the analysts explain.

While top-line growth is impacted by New Zealand gross written premium (GWP) disappointment and FX movements, the broker notes more favourable hazard experience expected in 2H26.

Citi retains a Neutral rating and raises its target to $17.50 from $16.75, reflecting reduced earnings volatility and updated assumptions.

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

$36.14

23 Apr
2026

market red arrow -0.270

OPEN

$36.08

market red arrow -0.74%

HIGH

$36.23

4,410,943

LOW

$35.71

TARGET
$35.253-2.5% 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 198.2 245.8 xxx
DPS (cps)xxx 166.0 167.2 xxx
EPS Growthxxx - 9.1% 24.0% xxx
DPS Growthxxx 0.0% 0.7% xxx
PE Ratioxxx N/A 14.7 xxx
Dividend Yieldxxx N/A 4.6% xxx
Div Pay Ratio(%)xxx 83.8% 68.0% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Goes without saying, FNArena's Danielle Ecuyer @au_shareplicity is wearing the below as a badge of honour today!@FNArena#video#investing#equities#stockshttps://t.co/a3f0MHCj0A
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
RBC Capital on Cochlear $COH: "COH's trading update and large FY26 guidance downgrade raises concerns about industry growth, COH's market share, and the company's growth potential. "While we acknowledge there are few near-term catalysts to drive a re-rating, we maintain an
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
Citi on Generation Development $GDG: "GDG’s 3Q was mixed, with weaker net flows in managed accounts while investment bonds & Lonsec continue to outperform. "Encouragingly, the net flows miss is mainly timing driven, with GDG now confirming the >$1.5bn mandate transition has
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
Jarden on Cochlear $COH: "COH confirmed our expectation of earnings risk to 2H26E with a staggering U/L NPAT guidance downgrade of -23.5% at midpoint. "The issue seems to be largely in the Cochlear implant segment with developed markets softening, Middle East disruption,
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on $BHP GRoup: "This was better than it looks, but not clean. Iron ore did the heavy lifting. Realised pricing came in stronger than expected, supported by favourable mix and solid marketing execution. "That strength masks what was otherwise a more mixed operational
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
Citi on Treasury Wine Estates $TWE: "Treasury has delivered a positive update this morning which featured i) the reiteration of FY26 earnings guidance, ii) a seemingly favourable depletions update, and iii) confirmation that the company has established new debt commitments
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Macquarie on Lynas Rare Earths $LYC: "LYC’s 3QFY26 result was weak, with both REO production and sales missing expectations by 19%. "NdPr production also missed, 8% below VA. Realised prices were largely flat QoQ despite a strengthening NdPr market, which LYC attributed to
@Filapek
Rudi Filapek-Vandyck@Filapek
17d
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉#investing#XJO#equities#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
18d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
FIND FNARENA ON

DAILY FINANCIAL NEWS

The Market In Numbers – 25 Apr 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

Apr 25 2026 - Australia


Analysts see Cleanaway Waste Management’s updated strategy as positioning the company for earnings upside

Apr 24 2026 - Australia


Cochlear’s shock downgrade has challenged the long-held assumption the company is immune to economic cycles

Apr 23 2026 - Australia


Investing legend George Noble recently chatted with FNArena’s Danielle Ecuyer to breakdown how equity markets have changed, how investors can navigate the noise and volatility, and the investment themes (and stocks) he likes

Apr 23 2026 - International


Rio Tinto’s March quarter copper production beat forecasts, offset by a cyclonic period for iron ore

Apr 22 2026 - Commodities


Australia has joined the global digital finance revolution that will change how value is stored, managed, and transferred in the modern economy

Apr 22 2026 - Australia


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RUDI'S VIEWS

Rudi’s View: Best Buys & Conviction Calls

Conviction Buys and sector favourites; for those investors looking to amend strategies and portfolio exposures

Apr 23 2026

DAILY MARKET REPORTS

The Monday Report – 27 April 2026

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

8:44 AM


Today’s Financial Calendar – 27-04-2026

Significant Scheduled Events For 27 April, 2026

8:15 AM


ASX Winners And Losers Of Today – 24-04-26

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

Apr 24 2026


The Overnight Report: SaaS Drags On Nasdaq

A global perspective on what happened overnight

Apr 24 2026


Today’s Financial Calendar – 24-04-2026

Significant Scheduled Events For 24 April, 2026

Apr 24 2026


ASX Winners And Losers Of Today – 23-04-26

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

Apr 23 2026


Australian Broker Call *Extra* Edition – Apr 23, 2026

Extra Edition of the Broker Call Report

Apr 23 2026


WEEKLY REPORTS

Next Week At A Glance – 27-24 Apr 2026

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

Apr 24 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 24-04-26

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

Apr 24 2026

Weekly Top Ten News Stories – 24 April 2026

Our top ten news stories from 16 April 2026 to 23 April 2026

Apr 24 2026


In Brief: Light & Wonder, Playside Studios, Latrobe Magnesium

This week’s In Brief looks at two gaming stocks poised for a re-rating and a burgeoning manganese producer to plug a critical mineral supply chain risk

Apr 24 2026

The Short Report – 23 Apr 2026

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

Apr 23 2026

Weekly Update On LICs & LITs – 21-Apr-2026

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

Apr 21 2026


Uranium Week: Sprott Joins Risk On Rally

Uranium markets and equities were scooped up in the global risk-on rally out of cash into assets with Sprott raising cash and deploying it

Apr 21 2026

Australian Listed Real Estate Tables – 20-04-2026

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

Apr 20 2026

Weekly Ratings, Targets, Forecast Changes – 17-04-26

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

Apr 20 2026


9.1K Followers
26.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Goes without saying, FNArena's Danielle Ecuyer @au_shareplicity is wearing the below as a badge of honour today! @FNArena #video #investing #equities #stocks https://t.co/a3f0MHCj0A
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on Cochlear $COH: "COH's trading update and large FY26 guidance downgrade raises concerns about industry growth, COH's market share, and the company's growth potential. "While we acknowledge there are few near-term catalysts to drive a re-rating, we maintain an
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Citi on Generation Development $GDG: "GDG’s 3Q was mixed, with weaker net flows in managed accounts while investment bonds & Lonsec continue to outperform. "Encouragingly, the net flows miss is mainly timing driven, with GDG now confirming the >$1.5bn mandate transition has
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Jarden on Cochlear $COH: "COH confirmed our expectation of earnings risk to 2H26E with a staggering U/L NPAT guidance downgrade of -23.5% at midpoint. "The issue seems to be largely in the Cochlear implant segment with developed markets softening, Middle East disruption,
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
RBC Capital on $BHP GRoup: "This was better than it looks, but not clean. Iron ore did the heavy lifting. Realised pricing came in stronger than expected, supported by favourable mix and solid marketing execution. "That strength masks what was otherwise a more mixed operational
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Citi on Treasury Wine Estates $TWE: "Treasury has delivered a positive update this morning which featured i) the reiteration of FY26 earnings guidance, ii) a seemingly favourable depletions update, and iii) confirmation that the company has established new debt commitments
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Macquarie on Lynas Rare Earths $LYC: "LYC’s 3QFY26 result was weak, with both REO production and sales missing expectations by 19%. "NdPr production also missed, 8% below VA. Realised prices were largely flat QoQ despite a strengthening NdPr market, which LYC attributed to
@Filapek
Rudi Filapek-Vandyck @Filapek
17d
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉 #investing #XJO #equities #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
18d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    27 April 2026   Updated : 09:12   AEDT

    SPI Overnight

    8798.00

    -3.00

    -0.03%

    NZ50

    12874.940

    -9.990

    -0.080%

    All Ordinaries

    9006.40

    -17.80

    -0.20%

    S&P ASX 200

    8786.50

    -6.90

    -0.08%

    S&P ASX 300

    8719.70

    -8.30

    -0.10%

    Communication Services

    1748.70

    +4.00

    0.23%

    Consumer Discretionary

    3460.80

    -1.00

    -0.03%

    Consumer Staples

    12868.40

    +49.00

    0.38%

    Energy

    10853.40

    +156.90

    1.47%

    Financials

    9562.20

    +28.20

    0.30%

    Health Care

    26135.50

    +46.00

    0.18%

    Industrials

    7976.70

    -26.00

    -0.32%

    Info Technology

    1791.30

    -5.00

    -0.28%

    Materials

    23468.30

    -239.40

    -1.01%

    Real Estate

    3532.10

    -12.10

    -0.34%

    Utilities

    10658.20

    +226.20

    2.17%

    A-REITs

    1634.30

    -5.20

    -0.32%

    All Technology Index

    2850.00

    -24.70

    -0.86%

    Banks

    4157.30

    +10.30

    0.25%

    Gold Index

    17789.00

    -458.60

    -2.51%

    Metals & Mining

    8146.20

    -89.10

    -1.08%

    Click item/line to change chart

  • Australasia

    27 April 2026   Updated : 09:12   AEDT

    AUD/USD

    0.7146

    +0.00

    0.01%

    AUD/NZD

    1.2171

    +0.00

    0.13%

    NZD/USD

    0.5871

    +0.00

    0.17%

    AUD/JPY

    114.00

    +0.60

    0.53%

    SGD/AUD

    1.10

    0.00

    -0.15%

    AUD/EUR

    0.6104

    +0.00

    0.11%

    AUD/GBP

    0.5287

    0.00

    -0.04%

    AUDCAD

    0.9774

    +0.00

    0.04%

  • World

    27 April 2026   Updated : 09:12   AEDT

    CAD/USD

    0.7311

    0.00

    0.00%

    EUR/JPY

    186.78

    +0.75

    0.40%

    EUR/USD

    1.1709

    0.00

    -0.12%

    GBP/USD

    1.3516

    +0.00

    0.15%

    USD/JPY

    159.52

    +0.81

    0.51%

    Click item/line to change chart

  • World

    27 April 2026   Updated : 09:12   AEDT

    FTSE100

    10379.08

    -77.93

    -0.75%

    DAX30

    24128.98

    -26.47

    -0.11%

    Hang Seng

    25978.07

    +62.87

    0.24%

    Nikkei 225

    59716.18

    +575.95

    0.97%

    NZ50

    12874.940

    -9.990

    -0.080%

    DJIA

    49230.71

    -79.61

    -0.16%

    S&P500

    7165.08

    +56.68

    0.80%

    Nasdaq Comp

    24836.60

    +398.09

    1.63%

    S&P500 VIX

    18.71

    -0.60

    -3.11%

    US 10-year yield

    4.310

    -0.013

    -0.300%

    USD Index

    98.36

    -0.30

    -0.30%

  • Aus Stocks

    27 April 2026   Updated : 09:12   AEDT

    Amcor (US)

    38.95

    -0.69

    -1.74%

    Newmont (US)

    120.70

    +9.64

    8.68%

    Rio Tinto (UK)

    7346.00

    -78.00

    -1.05%

    BHP Group (US)

    79.82

    -0.02

    -0.03%

    Rio Tinto (US)

    99.61

    +0.76

    0.77%

    ResMed (US)

    219.85

    +0.34

    0.15%

    South32 (UK)

    226.40

    -3.60

    -1.57%

    James Hardie (US)

    21.97

    +0.07

    0.32%

    Janus Henderson (US)

    51.55

    0.00

    0.00%

    Click item/line to change chart

  • Metals & Minerals

    27 April 2026   Updated : 07:43   AEDT

    Gold (oz)

    4740.90

    +32.30

    0.69%

    Silver (oz)

    76.41

    +0.97

    1.28%

    Copper (lb)

    6.0890

    +0.06

    1.06%

    Aluminium (lb)

    1.6348

    -0.01

    -0.46%

    Nickel (lb)

    8.4505

    +0.09

    1.08%

    Zinc (lb)

    1.5773

    +0.01

    0.39%

    Copper (t)

    13420.16

    +141.06

    1.06%

    Aluminium (t)

    3603.00

    -16.52

    -0.46%

    Nickel (t)

    18625.00

    +200.00

    1.09%

    Zinc (t)

    3476.45

    +13.45

    0.39%

    Uranium (lb) weekly

    86.25

    -0.75

    -0.86%

    Iron Ore (t)

    107.10

    +0.04

    0.04%

  • Energy

    27 April 2026   Updated : 07:42   AEDT

    West Texas Crude

    94.40

    -2.60

    -2.68%

    Brent Crude

    99.13

    -6.75

    -6.38%

CALENDAR

Monday, 27 April 2026
NZ Public holiday
CH March industrial Prod'n
XX NZ, Australia (NSW) Public Hol
XX Public Holiday, NSW, ACT, WA
BPTQtrly Update
NICQtr Update
SBMQtrly Update
Tuesday, 28 April 2026
JP BoJ decision
JP March Employment
US Conf Board cons confidence
AISQtrly Update
AMIQtrly Update

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$25.79

REAREA GROUP LIMITED

market icon down$170.91

RMDRESMED INC

market icon down$30.89

TNETECHNOLOGY ONE LIMITED

market icon down$29.09

WOWWOOLWORTHS GROUP LIMITED

$37.89

WEEKLY PDF

Stories To Read From FNArena


WEEK 17
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WEEK 16
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WEEK 15
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WEEK 14
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WEEK 13
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FNARENA TALKS

FNARENA WINDOWS

Window on INDUSTRIAL SECTOR CONTRACTORS & ENGINEERS

Cleanaway Eyes Margin Growth, Cash Upside

Analysts see Cleanaway Waste Management’s updated strategy as positioning the company for earnings upside

Apr 24 2026


Window on MEDICAL EQUIPMENT & DEVICES

Cochlear’s Shock Downgrade Raises Concerns

Cochlear’s shock downgrade has challenged the long-held assumption the company is immune to economic cycles

Apr 23 2026


Window on COMMODITIES

George Noble Interview: Investing For The Future

Investing legend George Noble recently chatted with FNArena’s Danielle Ecuyer to breakdown how equity markets have changed, how investors can navigate the noise and volatility, and the investment themes (and stocks) he likes

Apr 23 2026


GEN AI

AI’s Power Demand Is Rewiring Global Markets

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

Apr 16 2026


FEATURE STORIES

The Critical State Of Critical Minerals

China’s dominance of critical mineral refining has led to a global scramble to satisfy demand from energy transition, EVs, AI, data centres and much more

Apr 07 2026