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BROKER CALL

Universal Store Primed For Strong Growth

FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop

10:53 AM

Australian Listed Real Estate Tables – 24-08-2026

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

10:45 AM

Australian Broker Call Extra Edition – Aug 24, 2026

Extra Edition of the Broker Call Report

10:30 AM

Weekly Ratings, Targets, Forecast Changes – 21-08-26

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

10:00 AM

The Monday Report – 24 August 2026

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

8:44 AM

Citi rates ABB as Buy

Citi lowers its target for Buy-rated Aussie Broadband to $6.10 from $6.25 after a further review of new usage data.

Last week, after analysing recent web traffic and app downloads, Citi assessed mixed data points for Aussie Broadband.

The consensus forecast for subscriptions is seen as too high as it does not appear to account for the removal of low-cost Buddy.

Buddy customers were migrated to Tangerine Telecom in March after the August 2025 sale.

UBS rates DGT as Buy

UBS notes DigiCo Infrastructure REIT's FY26 EBITDA was 2% ahead of guidance, supported by stronger offshore earnings and better cost control. FY27 underlying EBITDA guidance was -8% below UBS and -10% below consensus at the midpoint.

Demand remains strong, with LOIs underpinning the remaining 52MW at SYD1 and advanced customer discussions supporting the 15MW ADL1 expansion, with management targeting around $250m of Australian platform EBITDA by FY29.

The analyst highlights the material increase in capex, with a further $1.2bn required, but sees potential upside if DigiCo executes its expansion plans on schedule.

FY27 EPS forecasts are lowered by -23% and FY28 EPS forecast down by -7%. Buy rated with the target reduced to $3.60 from $3.75.

UBS rates RRL as Downgrade to Sell from Buy

UBS points out Regis Resources' strong cash generation supported a 20cps final dividend, while FY27 production guidance of 360-400koz and AISC of $2,990-3,390/oz had been pre-released.

The broker expects production of 398koz at AISC of $3,385/oz and sees strong FCF and capital returns continuing for around another 18 months before substantial investment in McPhillamys or potential inorganic growth.

UBS extends the mine lives at Duketon North and Duketon South by two years to reflect greater optionality at higher gold prices, but believes the shares have run ahead of valuation after rising around 50% over the past six weeks.

The stock is downgraded to Sell from Buy. Target is lifted to $8.00 from $7.55.

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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
$37.13 21 Aug 2026	0.120 OPEN $36.83	0.32% HIGH $37.22	5,842,462 LOW $36.75

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$37.13

21 Aug
2026

market green arrow 0.120

OPEN

$36.83

market green arrow 0.32%

HIGH

$37.22

5,842,462

LOW

$36.75

TARGET
$35.630-4.0% 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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RBC Capital on Nuix $NXL: "A Herculean effort from Nuix Neo, which grew +179% pcp, alongside strong cost control helped drive an overall FY26 beat, with Underlying EBITDA beat of +13% and Cash EBITDA (renewal Management Adjusted EBITDA) beat of +22%. "No change to the Neo

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Jarden on nib Holdings $NHF: "UOP was in line with expectations, with reported NPAT beat driven by stronger investment income. "Additional special dividend of 5cps was a positive, with NHF indicating further capital management to come. "However, the key ARHI business was weak

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Jarden on Reece $REH: "Broadly in line result with EBIT (~+1% vs consensus). Beat partially led by ANZ EBIT (~+2% vs consensus) with top line supporting (~+3% vs consensus), despite lower store count than expected (678 vs consensus 683). "Gross profit margin across ANZ seems to

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Citi on $EVT: "Statutory NPAT of $50.7 million was 3% above VA Consensus of $49.2 million. "We see merit in focusing on statutory NPAT given the extended list of significant items each year, some of which seem to recur. "A fully franked final dividend: 23 cps well ahead of

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RBC Capital on Ampol $ALD: "Ampol's 1H 2026 result was a slight Beat across all key earnings metrics relative to both RBC estimates and Visible Alpha Consensus. Group EBITDA (RCOP) of $1,637.1m beat Ampol guidance of ~$1,600m by $37.1m (RBCe $1,600m, VA Consensus $1,600m).

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Citi on GemLife Communities Group $GLF: "GLF delivered a strong 1H26 result, with underlying EPS of 15.4c beating VA consensus by 8% and Citi by 12%. The beat was driven by higher settlements of 208 (vs. Citi 192) and robust average pricing of $876k (+10% YoY). "While

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Citi on Aussie Broadband $ABB: "ABB reported underlying EBITDA of $165 million, up 20% yoy, and in-line with CitiE and +1% ahead of VA consensus. "Revenue growth of 9% yoy was -1% lower than CitiE and consensus which resulted in gross profit missing forecasts by -3%, with lower

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Barrenjoey on Ventia Services $VNT: "VNT reported NPATA of $128.2m, +4% Cons and reiterated guidance for 7-10% NPATA growth in CY26 (B*e/Cons: 7% growth). "By division, Transport performed well ahead of expectations, VNT has accredited this to additional volumes and completion

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RBC Capital on Regis Healthcare $REG: "The company delivered a 7% revenue beat and 2% EBITDA to consensus and guidance. "Government revenue was weaker than RBCe and Consensus, which missed our forecast primarily due to lower RAD retention revenue. "There was no quantitative

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And you were thinking this market is tough on you... "Caledonia, the money manager investing on behalf of some of the country’s wealthiest families, lost nearly a third of its funds in the last financial year, a bruising performance that has left backers furious. "The

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DAILY FINANCIAL NEWS

Universal Store Primed For Strong Growth

FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop

10:53 AM - Small Caps

The Market In Numbers – 22 Aug 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

Aug 22 2026 - Australia

FNArena Corporate Results Monitor – 21-08-2026

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Aug 21 2026 - Australia

FNArena Corporate Results Monitor – 20-08-2026

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Aug 20 2026 - Australia

Breville Group Poised Post FY26 Challenges

Breville had to navigate tariffs, war-related supply shocks and forex headwinds in FY26, yet still delivered a solid result, and growth prospects abound

Aug 20 2026 - Australia

Transition Year Ahead For SGH

Industrial conglomerate SGH Ltd reported a lacklustre FY26, slightly below consensus, while guidance for more of the same disappointed the market

Aug 20 2026 - Australia

FNArena Corporate Results Monitor – 19-08-2026

Aug 19 2026 - Australia

CSL’s FY26 Suggests The Downtrend Is Done

Aug 19 2026 - Australia

Treasure Chest: REA Group

Aug 19 2026 - Treasure Chest

Technical Views On Nasdaq, ASX200 & Gold

Aug 19 2026 - Technicals

FNArena Corporate Results Monitor – 18-08-2026

Aug 18 2026 - Australia

Car Group Shares In Renewed Uptrend

Aug 18 2026 - Technicals

FNArena Corporate Results Monitor – 17-08-2026

Aug 17 2026 - Australia

FY26 Result Puts Telstra’s Premium In Focus

Aug 17 2026 - Australia

The Market In Numbers – 15 Aug 2026

Aug 15 2026 - Australia

FNArena Corporate Results Monitor – 14-08-2026

Aug 14 2026 - Australia

FNArena Corporate Results Monitor – 13-08-2026

Aug 13 2026 - Australia

Car Group Confidence Counters Market Fears

Aug 13 2026 - Australia

PR NEWSWIRE

Inspira Enterprise Expands into Australia to Accelerate AI-Driven Cybersecurity and Digital Resilience Across Enterprises

9:00 AM - PR NewsWire

Amart Furniture to Overhaul Forecasting and Replenishment with RELEX

9:00 AM - PR NewsWire

Aiper unveils next-generation smart outdoor care solutions, expanding the Aiper Smart Yard Ecosystem

Aug 21 2026 - PR NewsWire

IGEL Brings Now & Next Workspace & Endpoint Security Summit to Melbourne, Australia

Aug 21 2026 - PR NewsWire

Sharon AI Successfully Delivers AI Cloud Deployment for Global Technology Customer

Aug 20 2026 - PR NewsWire

Pixevety named exclusive Australian reseller of Finalsite’s industry-leading school engagement platform

Aug 20 2026 - PR NewsWire

RUDI'S VIEWS

Rudi’s View: Beats, Misses And Early AI Signals

Early signals from August results combine positive outcomes with negative signals. Meanwhile, in the background, AI deployment is advancing

Aug 19 2026

DAILY MARKET REPORTS

Australian Broker Call Extra Edition – Aug 24, 2026

Extra Edition of the Broker Call Report

10:30 AM

The Monday Report – 24 August 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 – 24-08-2026

Significant Scheduled Events For 24 August, 2026

8:15 AM

ASX Winners And Losers Of Today – 21-08-26

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

Aug 21 2026

Australian Broker Call Extra Edition – Aug 21, 2026

Extra Edition of the Broker Call Report

Aug 21 2026

The Overnight Report: Not So Fast

A global perspective on what happened overnight

Aug 21 2026

Today’s Financial Calendar – 21-08-2026

Significant Scheduled Events For 21 August, 2026

Aug 21 2026

WEEKLY REPORTS

Australian Listed Real Estate Tables – 24-08-2026

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

10:45 AM

Weekly Ratings, Targets, Forecast Changes – 21-08-26

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

10:00 AM

Next Week At A Glance 24-28 Aug 2026

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

Aug 21 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 21-08-26

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

Aug 21 2026

Weekly Top Ten News Stories – 21 August 2026

Our top ten news stories from 13 August 2026 to 20 August 2026

Aug 21 2026

In Brief: Life360, Audinate & Hansen Technology

In this week’s In Brief, Life360’s advertising opportunity is gaining traction, Audinate is benefiting from renewed Dante growth and operating leverage, while Hansen faces a more challenging transition under new leadership

Aug 21 2026

The Short Report – 20 Aug 2026

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

Aug 20 2026

Weekly Update On LICs & LITs – 18-Aug-2026

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

Aug 18 2026

Uranium Week: NexGen Speculation Heats Up

As momentum builds into the September World Nuclear Symposium, the U308 spot price continued to firm alongside growing interest in the term markets

Aug 18 2026

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Click item/line to change chart

Australia
24 August 2026 Updated : 14:12 AEDT
SPI Overnight
9028.00
+41.00
0.46%
NZ50
13932.500
-40.160
-0.290%
All Ordinaries
9317.70
+48.00
0.52%

S&P ASX 200
9106.00
+47.10
0.52%
S&P ASX 300
9039.10
+45.40
0.50%
Communication Services
1607.80
-9.90
-0.61%
Consumer Discretionary
3784.80
+4.20
0.11%
Consumer Staples
12992.90
-46.00
-0.35%
Energy
11125.00
+16.40
0.15%
Financials
9156.10
-55.20
-0.60%
Health Care
31667.50
+198.10
0.63%
Industrials
8161.40
+14.90
0.18%
Info Technology
1929.80
+12.90
0.67%
Materials
26476.50
+608.10
2.35%
Real Estate
3451.30
+10.70
0.31%
Utilities
10244.20
-54.70
-0.53%
A-REITs
1606.10
+4.50
0.28%
All Technology Index
3134.10
+1.10
0.04%
Banks
3833.90
-18.30
-0.48%
Gold Index
20258.70
+288.00
1.44%
Metals & Mining
9146.00
+219.40
2.46%

Click item/line to change chart

Australasia
24 August 2026 Updated : 14:12 AEDT

AUD/USD
0.7164
0.00
-0.04%
AUD/NZD
1.1994
+0.00
0.03%
NZD/USD
0.5973
0.00
-0.12%
AUD/JPY
113.87
-0.08
-0.07%
SGD/AUD
1.10
+0.00
0.05%
AUD/EUR
0.6135
+0.00
0.03%
AUD/GBP
0.5251
0.00
-0.10%
AUDCAD
0.9882
+0.00
0.08%
World
24 August 2026 Updated : 14:12 AEDT
CAD/USD
0.7250
0.00
-0.14%
EUR/JPY
185.60
-0.19
-0.10%
EUR/USD
1.1677
0.00
-0.06%
GBP/USD
1.3643
+0.00
0.01%
USD/JPY
158.95
-0.02
-0.01%

Click item/line to change chart

World
24 August 2026 Updated : 14:12 AEDT
FTSE100
10816.56
+68.40
0.64%
DAX30
26136.56
+153.52
0.59%
Hang Seng
25465.23
-544.23
-2.09%
Nikkei 225
65557.06
-459.30
-0.70%
NZ50
13932.500
-40.160
-0.290%
DJIA
53277.01
+517.80
0.98%

S&P500
7674.37
+33.21
0.43%
Nasdaq Comp
26180.46
+113.29
0.43%
S&P500 VIX
15.13
-0.88
-5.50%
US 10-year yield
4.738
+0.042
0.890%
USD Index
98.82
-0.06
-0.06%
Aus Stocks
24 August 2026 Updated : 14:12 AEDT
Amcor (US)
48.59
+0.78
1.63%
Newmont (US)
131.58
+3.94
3.09%
Rio Tinto (UK)
7648.00
+144.00
1.92%
BHP Group (US)
97.03
+3.40
3.63%
Rio Tinto (US)
105.30
+3.13
3.06%
ResMed (US)
231.52
+3.08
1.35%
South32 (UK)
258.80
+4.40
1.73%
James Hardie (US)
30.43
+0.40
1.33%
Janus Henderson (US)
51.95
-0.02
-0.04%

Click item/line to change chart

Metals & Minerals
24 August 2026 Updated : 07:13 AEDT
Gold (oz)
4607.35
+123.65
2.76%
Silver (oz)
68.95
+0.87
1.28%
Copper (lb)
6.5800
+0.10
1.54%
Aluminium (lb)
1.4642
+0.02
1.12%
Nickel (lb)
7.6497
+0.09
1.20%
Zinc (lb)
1.8058
+0.10
6.13%
Copper (t)
14502.32
+220.40
1.54%
Aluminium (t)
3227.00
+35.50
1.11%
Nickel (t)
16860.00
+200.00
1.20%
Zinc (t)
3980.00
+230.00
6.13%
Uranium (lb) weekly
89.50
+1.75
1.99%
Iron Ore (t)
95.21
+0.05
0.05%
Energy
24 August 2026 Updated : 07:12 AEDT

West Texas Crude
87.06
+0.90
1.04%
Brent Crude
94.39
+1.25
1.34%

CALENDAR

Monday, 24 August 2026

NZ	2Q Retail sales
ABB	FY26 earnings report
ADH	FY26 earnings report
ALD	FY26 earnings report
ANN	FY26 earnings report
AX1	earnings report
BEN	earnings report
BVS	ex-div 6.69c
BVS	ex-div 8.31c
CNU	FY26 earnings report
DTL	FY26 earnings report
EDV	Fy26 earnings report
GLF	FY26 earnings report