FINANCIAL NEWS

The Overnight Report: Chips Stocks Lead

A global perspective on what happened overnight

9:04 AM


Today’s Financial Calendar – 19-06-2026

Significant Scheduled Events For 19 June, 2026

8:15 AM


ASX Winners And Losers Of Today – 18-06-26

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

Jun 18 2026


Rudi’s View: What (Not) To Buy Ahead Of June 30

In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Jun 18 2026


Flight Centre To Regain Altitude

The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth

Jun 18 2026


Macquarie rates BPT as Underperform

Macquarie flags Beach Energy's 4Q26 earnings are expected to be affected by a weaker gas market, highlights circa 30% spot exposure in the East Coast gas portfolio.

The analyst points out Gas Review outcomes have changed the structure of the market and underpinned a rise in uncertainty, while warmer conditions to the start of winter, full storage, lower GPG and LNG maintenance have impacted on prices.

Notably, Waitsia is also facing challenges while the sale of Artisan is viewed as a positive.

EPS forecasts are lowered by -11% for FY26 and -10% for FY27 on reduced production assumptions.

Target price slips to 85c from 88c with no change in Underperform rating.

Citi rates GMG as Buy

Goodman Group will acquire Brickworks' 50% stake in the Industrial JV Trust for $1.89bn. Citi views this transaction as strategically important given the Trust's exposure to prime industrial land across Australia's major logistics corridors.

The broker notes the sites have above-average power infrastructure, making them well suited to data-enabled logistics, high-throughput distribution and emerging AI-related warehousing applications.

The acquisition strengthens Goodman's already substantial development pipeline, in Citi's opinion, and expands its premium landbank at a time of growing demand for industrial and data center assets. 

Buy. Target $40.

Bell Potter rates REA as Sell

REA Group has outlined expectations for property prices to be flat in 2026 across combined capital cities before rebounding to 5.5% growth in 2027.

The report also suggests that home prices over the long run will be "a few percent" lower than otherwise because of the recent federal budget changes.

The report signals elevated listings activity in Melbourne and Sydney, up between 6-7% in the second half to May, and appears to suggest a buyers' market, Bell Potter noting the two markets combined are 46% of national volumes.

The broker makes no changes to estimates or target multiples in regard to valuation but reduces its terminal growth rate to 4%. Sell rating retained. Target is reduced to $133 from $137.

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

$35.05

17 Jun
2026

market green arrow 0.240

OPEN

$34.60

market green arrow 0.69%

HIGH

$35.15

3,367,427

LOW

$34.57

TARGET
$34.517-1.5% 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 198.2 246.7 xxx
DPS (cps)xxx 166.0 166.8 xxx
EPS Growthxxx - 9.1% 24.5% xxx
DPS Growthxxx 0.0% 0.5% xxx
PE Ratioxxx N/A 14.2 xxx
Dividend Yieldxxx N/A 4.7% xxx
Div Pay Ratio(%)xxx 83.8% 67.6% xxx

FOLLOW US ON SOCIAL MEDIA

9.1K Followers
26.5K Posts
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
From Roy Morgan: "End of Financial Year (EOFY) sales remain one of Australia's most significant retail events, but new research suggests households remain cautious despite widespread discounting, with EOFY spending forecast to grow by just 1.9 per cent this year – well below
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Post RBA meeting, from Moody's Analytics: "This is the cycle peak, probably. "The only remaining question is whether the slowdown now in motion is enough to get inflation back to target, or whether the board needs one more hike to be sure. "Our base case is that a hike isn't
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
I'll be on @ausbiztv today, noon-1pm, The Call, 60 minutes, 10 + 1 #stocks to discuss with Shaw's Philip Pepe. $SGP, $SXE, $SUN, $APX, $SDR, $APA, $DUR, and more! Be there or be square! (Or watch the replay).#stocks#XJO#stocksinfocus#investing#equities#allweatherman
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on $CSL: "We have updated our forecasts to reflect a weak outlook for Vifor sales by American Regent, which projects a 24% decline in Injectafer sales and a 43% decline in Venofer sales in FY27e. "We have taken the opportunity to review our forecasts and made
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Stuff you cannot make up: "ASX Limited (ASX) has admitted that its 10 February 2022 market announcement which stated that the CHESS replacement project was “progressing well” was misleading and exposed market participants to the risk of financial harm."#XJO
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
The year is 2028, the war that isn't a war will be concluded "any day now" as Iran is "under immense pressure, they are so desperate, they need a deal". When queried about his plan to end the war in Ukraine on day one the President shoots back: "I never said that. Don't put
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
S&P500. Momentum and swings in Momentum now characterise equities in 2026 https://t.co/zuBWkN1QTK
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
Pimco: "After years of effortless returns, the default cycle is reasserting itself, and we expect significantly higher losses in lower-quality credit such as leveraged and private direct lending. "We view this as the beginning of a secular trend where quality and credit
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
Are markets fundamentally changing? If so, investors might need to change their approach and strategy too.https://t.co/AKd0TNvCfR#investing#equities#stocks#XJO@FNArena
FIND FNARENA ON

DAILY FINANCIAL NEWS

Flight Centre To Regain Altitude

The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth

Jun 18 2026 - Small Caps


A miss on net subscriber additions in the latest 2H26 updated has not deterred analysts from an upbeat growth outlook as acquisitions boost growth in FY27

Jun 18 2026 - Small Caps


FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s ideas are Electro Optic Systems and Elsight

Jun 17 2026 - Treasure Chest


As lithium markets tighten and supply risks mount, Wildcat Resources’ Tabba Tabba project is seen as one of few large-scale Australian developments capable of entering production during the current cycle

Jun 17 2026 - Commodities


Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

Jun 17 2026 - Technicals


A glance through the latest expert views and predictions about commodities: short and longer term views on the gold price; copper’s outlook if the Strait is reopened, Macquarie’s methodology update and top mining stock picks

Jun 16 2026 - Commodities


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: What (Not) To Buy Ahead Of June 30

In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Jun 18 2026

DAILY MARKET REPORTS

The Overnight Report: Chips Stocks Lead

A global perspective on what happened overnight

9:04 AM


Today’s Financial Calendar – 19-06-2026

Significant Scheduled Events For 19 June, 2026

8:15 AM


ASX Winners And Losers Of Today – 18-06-26

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

Jun 18 2026


Australian Broker Call *Extra* Edition – Jun 18, 2026

Extra Edition of the Broker Call Report

Jun 18 2026


The Overnight Report: A Surprisingly Hawkish Fed

A global perspective on what happened overnight

Jun 18 2026


Today’s Financial Calendar – 18-06-2026

Significant Scheduled Events For 18 June, 2026

Jun 18 2026


ASX Winners And Losers Of Today – 17-06-26

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

Jun 17 2026


WEEKLY REPORTS

The Short Report – 18 Jun 2026

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

Jun 18 2026

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

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

Jun 16 2026

Uranium Week: Bannerman’s Etango In Focus

Volatility in the U308 spot market reflects macro geo-political headwinds with the longer term price outlook positive and supportive of Bannerman Energy’s Etango project

Jun 16 2026


Australian Listed Real Estate Tables – 15-06-2026

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

Jun 15 2026

Weekly Ratings, Targets, Forecast Changes – 12-06-26

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

Jun 15 2026

The Short Report – 12 Jun 2026

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

Jun 12 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 12-06-26

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

Jun 12 2026

Next Week At A Glance – 15-19 Jun 2026

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

Jun 12 2026

Weekly Top Ten News Stories – 12 June 2026

Our top ten news stories from 04 June 2026 to 11 June 2026

Jun 12 2026


9.1K Followers
26.5K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
From Roy Morgan: "End of Financial Year (EOFY) sales remain one of Australia's most significant retail events, but new research suggests households remain cautious despite widespread discounting, with EOFY spending forecast to grow by just 1.9 per cent this year – well below
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Post RBA meeting, from Moody's Analytics: "This is the cycle peak, probably. "The only remaining question is whether the slowdown now in motion is enough to get inflation back to target, or whether the board needs one more hike to be sure. "Our base case is that a hike isn't
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
I'll be on @ausbiztv today, noon-1pm, The Call, 60 minutes, 10 + 1 #stocks to discuss with Shaw's Philip Pepe. $SGP, $SXE, $SUN, $APX, $SDR, $APA, $DUR, and more! Be there or be square! (Or watch the replay). #stocks #XJO #stocksinfocus #investing #equities #allweatherman
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
RBC Capital on $CSL: "We have updated our forecasts to reflect a weak outlook for Vifor sales by American Regent, which projects a 24% decline in Injectafer sales and a 43% decline in Venofer sales in FY27e. "We have taken the opportunity to review our forecasts and made
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
Stuff you cannot make up: "ASX Limited (ASX) has admitted that its 10 February 2022 market announcement which stated that the CHESS replacement project was “progressing well” was misleading and exposed market participants to the risk of financial harm." #XJO
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
The year is 2028, the war that isn't a war will be concluded "any day now" as Iran is "under immense pressure, they are so desperate, they need a deal". When queried about his plan to end the war in Ukraine on day one the President shoots back: "I never said that. Don't put
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
S&P500. Momentum and swings in Momentum now characterise equities in 2026 https://t.co/zuBWkN1QTK
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Pimco: "After years of effortless returns, the default cycle is reasserting itself, and we expect significantly higher losses in lower-quality credit such as leveraged and private direct lending. "We view this as the beginning of a secular trend where quality and credit
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Are markets fundamentally changing? If so, investors might need to change their approach and strategy too. https://t.co/AKd0TNvCfR #investing #equities #stocks #XJO @FNArena
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    19 June 2026   Updated : 09:12   AEDT

    SPI Overnight

    8854.00

    -51.00

    -0.57%

    NZ50

    13361.350

    -1.960

    -0.010%

    All Ordinaries

    9126.80

    -59.10

    -0.64%

    S&P ASX 200

    8911.10

    -55.20

    -0.62%

    S&P ASX 300

    8849.80

    -56.50

    -0.63%

    Communication Services

    1642.40

    -7.70

    -0.47%

    Consumer Discretionary

    3811.50

    -2.60

    -0.07%

    Consumer Staples

    12778.30

    +92.80

    0.73%

    Energy

    9744.40

    -113.90

    -1.16%

    Financials

    9250.60

    -44.70

    -0.48%

    Health Care

    24311.10

    +85.00

    0.35%

    Industrials

    8460.00

    +18.70

    0.22%

    Info Technology

    1835.90

    -25.30

    -1.36%

    Materials

    25597.60

    -329.60

    -1.27%

    Real Estate

    3734.60

    -43.40

    -1.15%

    Utilities

    9744.30

    -7.40

    -0.08%

    A-REITs

    1735.50

    -20.90

    -1.19%

    All Technology Index

    2990.30

    -15.60

    -0.52%

    Banks

    3874.10

    -29.70

    -0.76%

    Gold Index

    17396.40

    -324.50

    -1.83%

    Metals & Mining

    8853.90

    -125.10

    -1.39%

    Click item/line to change chart

  • Australasia

    19 June 2026   Updated : 09:12   AEDT

    AUD/USD

    0.7017

    +0.00

    0.13%

    AUD/NZD

    1.2183

    +0.00

    0.12%

    NZD/USD

    0.5760

    0.00

    0.00%

    AUD/JPY

    113.20

    +0.45

    0.40%

    SGD/AUD

    1.10

    0.00

    -0.11%

    AUD/EUR

    0.6123

    +0.00

    0.16%

    AUD/GBP

    0.5314

    +0.00

    0.28%

    AUDCAD

    0.9917

    +0.00

    0.13%

  • World

    19 June 2026   Updated : 09:12   AEDT

    CAD/USD

    0.7075

    0.00

    -0.01%

    EUR/JPY

    184.89

    +0.43

    0.23%

    EUR/USD

    1.1461

    0.00

    -0.03%

    GBP/USD

    1.3204

    0.00

    -0.18%

    USD/JPY

    161.32

    +0.43

    0.27%

    Click item/line to change chart

  • World

    19 June 2026   Updated : 09:12   AEDT

    FTSE100

    10399.70

    -108.91

    -1.04%

    DAX30

    25026.80

    +92.13

    0.37%

    Hang Seng

    23924.81

    -387.35

    -1.59%

    Nikkei 225

    71053.49

    +1151.24

    1.65%

    NZ50

    13361.350

    -1.960

    -0.010%

    DJIA

    51564.70

    +72.15

    0.14%

    S&P500

    7500.58

    +80.48

    1.08%

    Nasdaq Comp

    26517.93

    +496.28

    1.91%

    S&P500 VIX

    16.40

    -2.04

    -11.06%

    US 10-year yield

    4.451

    -0.012

    -0.270%

    USD Index

    100.62

    +0.45

    0.45%

  • Aus Stocks

    19 June 2026   Updated : 09:12   AEDT

    Amcor (US)

    41.08

    +0.31

    0.76%

    Newmont (US)

    103.79

    -1.89

    -1.79%

    Rio Tinto (UK)

    7589.00

    -235.00

    -3.00%

    BHP Group (US)

    87.87

    -2.40

    -2.66%

    Rio Tinto (US)

    100.08

    -2.59

    -2.52%

    ResMed (US)

    188.63

    +2.34

    1.26%

    South32 (UK)

    226.00

    -10.40

    -4.40%

    James Hardie (US)

    24.87

    +0.28

    1.14%

    Janus Henderson (US)

    51.88

    +0.13

    0.25%

    Click item/line to change chart

  • Metals & Minerals

    19 June 2026   Updated : 07:13   AEDT

    Gold (oz)

    4227.75

    -48.45

    -1.13%

    Silver (oz)

    65.78

    -2.19

    -3.22%

    Copper (lb)

    6.3780

    +0.01

    0.23%

    Aluminium (lb)

    1.5424

    -0.01

    -0.67%

    Nickel (lb)

    8.0626

    -0.02

    -0.28%

    Zinc (lb)

    1.6519

    +0.02

    1.05%

    Copper (t)

    14074.30

    +38.13

    0.27%

    Aluminium (t)

    3399.45

    -22.90

    -0.67%

    Nickel (t)

    17770.00

    -50.00

    -0.28%

    Zinc (t)

    3640.80

    +37.75

    1.05%

    Uranium (lb) weekly

    85.50

    -0.50

    -0.58%

    Iron Ore (t)

    101.14

    -0.14

    -0.14%

  • Energy

    19 June 2026   Updated : 07:13   AEDT

    West Texas Crude

    76.58

    +0.98

    1.30%

    Brent Crude

    79.30

    +0.52

    0.66%

CALENDAR

Friday, 19 June 2026
NZ May trade bal
JP May CPI
CH Public Holiday
UK May Retail sales
US Public Holiday
Monday, 22 June 2026
FPHex-div 27.05c
MTSFY26 earnings report
Tuesday, 23 June 2026
XX Global June PMIs
Wednesday, 24 June 2026
AU May CPI
JP May PPI services

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$27.79

REAREA GROUP LIMITED

market icon down$144.60

RMDRESMED INC

market icon down$26.50

TNETECHNOLOGY ONE LIMITED

market icon down$30.79

WOWWOOLWORTHS GROUP LIMITED

market icon up$38.12

WEEKLY PDF

Stories To Read From FNArena


WEEK 24
icon pdf

WEEK 23
icon pdf

WEEK 22
icon pdf

WEEK 21
icon pdf

WEEK 20
icon pdf

FNARENA TALKS

FNARENA WINDOWS

Window on TRAVEL, LEISURE & TOURISM

Flight Centre To Regain Altitude

The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth

Jun 18 2026


Window on TELECOMMUNICATION

Aussie Broadband’s Scale-Up Potential

A miss on net subscriber additions in the latest 2H26 updated has not deterred analysts from an upbeat growth outlook as acquisitions boost growth in FY27

Jun 18 2026


Window on MILITARY

Treasure Chest: Elsight & Electro Optic Systems

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s ideas are Electro Optic Systems and Elsight

Jun 17 2026


GEN AI

Flight Centre To Regain Altitude

The Middle East conflict has significantly impacted the travel industry, and Flight Centre Travel is no exception. Peace, if that’s what it is, should drive a return to solid growth

Jun 18 2026


FEATURE STORIES

Australian Banks, Bad Debts And The Budget

The March quarter turned sour for the banks and bad debt provisions were increased, ahead of a federal budget that will have significant impact on mortgage demand

May 20 2026