FINANCIAL NEWS

ASX Winners And Losers Of Today – 21-01-26

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

Jan 21 2026


Australian Broker Call *Extra* Edition – Jan 21, 2026

Extra Edition of the Broker Call Report

Jan 21 2026


Lessons From Australia’s Superannuation Giants

Australia’s super funds have made plenty of changes in response to industry headwinds and operational challenges

Jan 21 2026


Technical Views On Nasdaq, ASX200 & Gold

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

Jan 21 2026


Platinum Add-On Bolsters IPD Group’s Outlook

IPD Group is seen emerging as a standout small-cap growth story, leveraging disciplined acquisitions, led by Platinum Cables, to accelerate earnings and deepen exposure to long-term infrastructure and electrification themes

Jan 21 2026


UBS rates BGL as Buy

Bellevue Gold's pre-released Dec quarter production report was slightly below expectations due to stockpile growth and delays to obtaining higher grades, at 32koz, UBS explains.

All-in-sustaining-costs of $2,989/oz were better than anticipated, which boosted cash and gold on hand lift to $165m, up $9m on the prior quarter.

Management retained FY26 production guidance at 130-150koz and all-in-sustaining-costs of $2,600-$2,900/oz, and capex growth of $80m-$90m.

The broker flags a pick up in exploration in 2H26 and FY27, with more drilling and exploration updates likely.

Target price is raised to $2.05 from $1.55, with a retained Buy rating.

Morgans rates FMG as Trim

Morgans lifted its commodity price forecasts and lowered forecasts for the AUD/USD exchange rate, resulting in a rise in price targets for diversified miners under its coverage.

Iron ore price forecast increases by 4.3% for FY26 and 3.9% long-term, while copper and aluminium saw a 15.6% and 13.9% rise for FY26, respectively, and no change for the long term.

Underlying EBITDA forecasts for Fortescue lifted by 32.3% for FY26 and by 45.9% for FY27.

Trim maintained. Target rises to $20.60 from $16.60.

The broker sees BHP and Rio as core long-term holdings, but prefers below-normal weightings at this stage of the cycle, favouring high-quality base and precious metal exposure instead.

Citi rates HUB as Neutral

Following a deeper review of Hub24's December quarter update, Citi lifted the target price to $104.75 from $101.50. The broker now sees potential for mid-single digit upgrades to consensus net profit forecasts.

Neutral retained.

In a quick response, the broker wrote:

Earlier today Hub24's market update revealed a record quarter of net flows, with net flows up 8% qoq. Analysts at Citi comment the number points to strong momentum across the quarter, including December, despite market weakness.

Importantly, the broker argues, it highlights management's strategy is delivering results as the platform operator enhances its product offering across client segments.

Citi is not only anticipating a strong result in February, but also upgrades to consensus forecasts

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

$36.94

20 Jan
2026

market red arrow -0.430

OPEN

$37.10

market red arrow -1.15%

HIGH

$37.33

2,636,090

LOW

$36.81

TARGET
$33.978-8.0% 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 198.2 243.3 xxx
DPS (cps)xxx 166.0 167.4 xxx
EPS Growthxxx - 9.1% 22.8% xxx
DPS Growthxxx 0.0% 0.8% xxx
PE Ratioxxx N/A 14.9 xxx
Dividend Yieldxxx N/A 4.6% xxx
Div Pay Ratio(%)xxx 83.8% 68.8% xxx

FOLLOW US ON SOCIAL MEDIA

9K Followers
25.9K Posts
@Filapek
Rudi Filapek-Vandyck@Filapek
8h
RBC Capital: "Paladin has delivered a comprehensive beat across all key metrics for 2Q FY26, with US$102.7m in sales revenue (22% above consensus) underpinned by stronger quarter-on-quarter sales volumes of 1,430klb (21% ahead of consensus). "The standout result was production
@Filapek
Rudi Filapek-Vandyck@Filapek
8h
RBC Capital: "Rio Tinto follows BHP with a very strong end of the year with guidance met or exceeded in all areas and beating consensus and RBCe expectations in all key areas (bar a small 1% miss in aluminium). "Particularly strong result in iron ore with record Q4 shipments of
@Filapek
Rudi Filapek-Vandyck@Filapek
8h
Turns out most of yesterday's disappointment with Qoria $QOR is related to negative impact from currencies. Bell Potter today: "We have downgraded our FY26, FY27 and FY28 revenue forecasts by 4%, 5% and 6% which has largely been driven by higher AUD exchange rates relative to
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Qoria $QOR shares down from 90c in October to 34c today (and falling) post ASX update. I guess some narratives were never destined to outlast the temporary momentum that kicked in between July and October last year.#investing#XJO#equities#stockinfocus
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on $BHP Group: "BHP delivered a mixed 2Q. On the operational front, BHP delivered a clean DecQ execution beat, led by iron ore and copper. "Iron ore and copper both beat on volumes, copper beat hard on price, and FY26 copper guidance was formally upgraded. "That
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Truly hope I am not jinxing myself, but today's price action in Hub24 shares, post yet another better-than-anticipated market update, suggests there's hope for investors with portfolios on the receiving end of the market momentum pendulum.#XJO#investing $HUB #stockinfocus
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
🤣👇☝️👇 https://t.co/sYWxbPhOfE
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
ASIC has secured the return of nearly $40 million to more than 38,000 retail investors and driven substantial compliance improvement across Australia’s contracts for difference (CFD) sector following a whole of industry review. CFDs allow investors to speculate on the price
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital: "BHP’s current iron ore discounts are optical, temporary and economically bounded. They reflect buyer tactics and procurement (via the CMRG), not a deterioration in product quality or a loss of pricing power. "The public disagreement between CMRG and BHP has
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
From Citi: "Our regime model confirms our economists’ forecast of a risk friendly macro environment. "We therefore stay overweight equities. We continue to prefer an AI flavor to it, focusing on the US, China but now also on Japan."#investing#XJO#equities#stocks
FIND FNARENA ON

DAILY FINANCIAL NEWS

Lessons From Australia’s Superannuation Giants

Australia’s super funds have made plenty of changes in response to industry headwinds and operational challenges

Jan 21 2026 - SMSFundamentals


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

Jan 21 2026 - Technicals


IPD Group is seen emerging as a standout small-cap growth story, leveraging disciplined acquisitions, led by Platinum Cables, to accelerate earnings and deepen exposure to long-term infrastructure and electrification themes

Jan 21 2026 - Small Caps


Sea Forest, company on a mission to “abate climate change using science to significantly reduce livestock emissions”, has made a strong impression since listing on the ASX in November

Jan 20 2026 - ESG Focus


Investors always get excited by Cyclicals experiencing a Boom period. MFS Investments’ Robert Almeida explains why longer-term strategies might be better served by owning Compounders instead

Jan 20 2026 - International


Fairmont Equities’ Michael Gable suggests Stanmore Resources’ shares seem destined to rally towards $4 from below $3 today

Jan 20 2026 - Technicals


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RUDI'S VIEWS

Rudi’s View: Pre-February Top Picks & Favourites

Updates on Conviction Calls, Best Buys and most favoured sector picks ahead of the February results season

Jan 15 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 21-01-26

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

Jan 21 2026


Australian Broker Call *Extra* Edition – Jan 21, 2026

Extra Edition of the Broker Call Report

Jan 21 2026


The Overnight Report: Bond Rout Fells Equities

A global perspective on what happened overnight

Jan 21 2026


Today’s Financial Calendar – 21-01-2026

Significant Scheduled Events For 21 January, 2026

Jan 21 2026


ASX Winners And Losers Of Today – 20-01-26

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

Jan 20 2026


The Overnight Report: Whiff Of Sell America

A global perspective on what happened overnight

Jan 20 2026


Today’s Financial Calendar – 20-01-2026

Significant Scheduled Events For 20 January, 2026

Jan 20 2026


WEEKLY REPORTS

Uranium Week: 2026 Off To The Races

The uranium sector is off to a cracking start in 2026 with rising U308 spot prices and ongoing contracting cycle renewal supporting equity fundamentals

Jan 20 2026

Weekly Ratings, Targets, Forecast Changes – 16-01-26

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

Jan 19 2026

Next Week At A Glance – 19-23 Jan 2026

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

Jan 16 2026


Weekly Top Ten News Stories – 16 January 2026

Our top ten news stories from 08 January 2026 to 15 January 2026

Jan 16 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 16-01-26

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

Jan 16 2026

In Brief: Rio Tinto, Light & Wonder, Codan

Record commodity prices drive earnings upgrades alongside a possible mega merger, while a litigation settlement in the gaming segment points to upside potential

Jan 16 2026


The Short Report – 15 Jan 2026

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

Jan 15 2026

Weekly Top Ten News Stories – 26 December 2025

Our top ten news stories from 18 December 2025 to 25 December 2025

Dec 26 2025

Next Month At A Glance – Dec 24 – Jan 30, 2026

A brief look at important company events and economic data releases scheduled for the month ahead

Dec 24 2025


9K Followers
25.9K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
19h
RBC Capital: "Paladin has delivered a comprehensive beat across all key metrics for 2Q FY26, with US$102.7m in sales revenue (22% above consensus) underpinned by stronger quarter-on-quarter sales volumes of 1,430klb (21% ahead of consensus). "The standout result was production
@Filapek
Rudi Filapek-Vandyck @Filapek
19h
RBC Capital: "Rio Tinto follows BHP with a very strong end of the year with guidance met or exceeded in all areas and beating consensus and RBCe expectations in all key areas (bar a small 1% miss in aluminium). "Particularly strong result in iron ore with record Q4 shipments of
@Filapek
Rudi Filapek-Vandyck @Filapek
19h
Turns out most of yesterday's disappointment with Qoria $QOR is related to negative impact from currencies. Bell Potter today: "We have downgraded our FY26, FY27 and FY28 revenue forecasts by 4%, 5% and 6% which has largely been driven by higher AUD exchange rates relative to
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Qoria $QOR shares down from 90c in October to 34c today (and falling) post ASX update. I guess some narratives were never destined to outlast the temporary momentum that kicked in between July and October last year. #investing #XJO #equities #stockinfocus
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on $BHP Group: "BHP delivered a mixed 2Q. On the operational front, BHP delivered a clean DecQ execution beat, led by iron ore and copper. "Iron ore and copper both beat on volumes, copper beat hard on price, and FY26 copper guidance was formally upgraded. "That
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Truly hope I am not jinxing myself, but today's price action in Hub24 shares, post yet another better-than-anticipated market update, suggests there's hope for investors with portfolios on the receiving end of the market momentum pendulum. #XJO #investing $HUB #stockinfocus
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
🤣👇☝️👇 https://t.co/sYWxbPhOfE
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
ASIC has secured the return of nearly $40 million to more than 38,000 retail investors and driven substantial compliance improvement across Australia’s contracts for difference (CFD) sector following a whole of industry review. CFDs allow investors to speculate on the price
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital: "BHP’s current iron ore discounts are optical, temporary and economically bounded. They reflect buyer tactics and procurement (via the CMRG), not a deterioration in product quality or a loss of pricing power. "The public disagreement between CMRG and BHP has
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
From Citi: "Our regime model confirms our economists’ forecast of a risk friendly macro environment. "We therefore stay overweight equities. We continue to prefer an AI flavor to it, focusing on the US, China but now also on Japan." #investing #XJO #equities #stocks
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    21 January 2026   Updated : 20:12   AEDT

    SPI Overnight

    8738.00

    -50.00

    -0.57%

    NZ50

    13417.170

    -156.760

    -1.150%

    All Ordinaries

    9108.60

    -30.00

    -0.33%

    S&P ASX 200

    8782.90

    -33.00

    -0.37%

    S&P ASX 300

    8751.00

    -33.10

    -0.38%

    Communication Services

    1696.20

    -21.60

    -1.26%

    Consumer Discretionary

    3938.30

    -86.30

    -2.14%

    Consumer Staples

    11645.70

    -80.30

    -0.68%

    Energy

    8705.20

    +77.10

    0.89%

    Financials

    8983.20

    -144.30

    -1.58%

    Health Care

    33911.80

    -189.90

    -0.56%

    Industrials

    8445.30

    -101.50

    -1.19%

    Info Technology

    2026.90

    -52.00

    -2.50%

    Materials

    23282.10

    +568.20

    2.50%

    Real Estate

    3866.30

    -62.00

    -1.58%

    Utilities

    9551.10

    +93.40

    0.99%

    A-REITs

    1779.00

    -29.40

    -1.63%

    All Technology Index

    3214.80

    -79.00

    -2.40%

    Banks

    3876.60

    -72.00

    -1.82%

    Gold Index

    21487.00

    +982.30

    4.79%

    Metals & Mining

    8031.20

    +209.30

    2.68%

    Click item/line to change chart

  • Australasia

    21 January 2026   Updated : 20:12   AEDT

    AUD/USD

    0.6754

    +0.00

    0.30%

    AUD/NZD

    1.1552

    +0.00

    0.16%

    NZD/USD

    0.5847

    +0.00

    0.15%

    AUD/JPY

    106.64

    +0.49

    0.46%

    SGD/AUD

    1.15

    0.00

    -0.41%

    AUD/EUR

    0.5768

    +0.00

    0.38%

    AUD/GBP

    0.5027

    +0.00

    0.68%

    AUDCAD

    0.9344

    +0.00

    0.29%

  • World

    21 January 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7228

    0.00

    -0.04%

    EUR/JPY

    184.89

    +0.02

    0.01%

    EUR/USD

    1.1710

    0.00

    -0.14%

    GBP/USD

    1.3435

    -0.01

    -0.37%

    USD/JPY

    157.90

    +0.25

    0.16%

    Click item/line to change chart

  • World

    21 January 2026   Updated : 20:12   AEDT

    FTSE100

    10128.58

    +1.80

    0.02%

    DAX30

    24629.21

    -73.91

    -0.30%

    Hang Seng

    26585.06

    +97.55

    0.37%

    Nikkei 225

    52774.64

    -216.46

    -0.41%

    NZ50

    13417.170

    -156.760

    -1.150%

    DJIA

    48488.59

    -870.74

    -1.76%

    S&P500

    6796.86

    -143.15

    -2.06%

    Nasdaq Comp

    22954.32

    -561.06

    -2.39%

    S&P500 VIX

    19.16

    +0.32

    1.70%

    US 10-year yield

    4.183

    +0.045

    1.090%

    USD Index

    98.40

    -0.47

    -0.48%

  • Aus Stocks

    21 January 2026   Updated : 20:12   AEDT

    Amcor (US)

    41.17

    +0.23

    0.56%

    Newmont (US)

    118.94

    +4.82

    4.22%

    Rio Tinto (UK)

    6619.00

    +305.00

    4.83%

    BHP Group (US)

    64.39

    -0.47

    -0.72%

    Rio Tinto (US)

    85.68

    +0.55

    0.65%

    ResMed (US)

    253.19

    -4.39

    -1.70%

    South32 (UK)

    211.00

    +4.00

    1.93%

    James Hardie (US)

    23.22

    -0.44

    -1.86%

    Janus Henderson (US)

    47.72

    -0.11

    -0.23%

    Click item/line to change chart

  • Metals & Minerals

    21 January 2026   Updated : 08:17   AEDT

    Gold (oz)

    4765.71

    +89.01

    1.90%

    Silver (oz)

    94.45

    +0.17

    0.18%

    Copper (lb)

    5.8243

    -0.08

    -1.37%

    Aluminium (lb)

    1.4146

    -0.02

    -1.54%

    Nickel (lb)

    8.1608

    +0.17

    2.09%

    Zinc (lb)

    1.4423

    -0.02

    -1.57%

    Copper (t)

    12836.76

    -178.96

    -1.37%

    Aluminium (t)

    3117.80

    -48.60

    -1.53%

    Nickel (t)

    17986.50

    +368.00

    2.09%

    Zinc (t)

    3178.90

    -50.60

    -1.57%

    Uranium (lb) weekly

    85.15

    +1.90

    2.28%

    Iron Ore (t)

    106.54

    -0.61

    -0.57%

  • Energy

    21 January 2026   Updated : 08:17   AEDT

    West Texas Crude

    59.51

    +0.08

    0.13%

    Brent Crude

    63.93

    -0.23

    -0.36%

CALENDAR

Thursday, 22 January 2026
AU Dec Unemployment Rate
JP Dec Trade
US 3Q GDP (updated)
US Oct/Nov PCE Inflation
US Weekly Jobless Claims
AELDec Qtr Activity
AIADec Traffic Update
AMH1H26 Earnings
FMGDec Qtr Report
FPRAGM
HGODec Qtr Activity
IFL2Q26 Flows Report
NSTDec Qtr Activity

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$29.21

REAREA GROUP LIMITED

market icon down$181.61

RMDRESMED INC

market icon down$37.74

TNETECHNOLOGY ONE LIMITED

market icon down$26.26

WOWWOOLWORTHS GROUP LIMITED

market icon down$30.48

WEEKLY PDF

Stories To Read From FNArena


WEEK 51
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FNARENA TALKS

FNARENA WINDOWS

Window on WEALTH MANAGEMENT & INVESTMENTS

Lessons From Australia’s Superannuation Giants

Australia’s super funds have made plenty of changes in response to industry headwinds and operational challenges

Jan 21 2026


Window on INFRASTRUCTURE & UTILITIES

Platinum Add-On Bolsters IPD Group’s Outlook

IPD Group is seen emerging as a standout small-cap growth story, leveraging disciplined acquisitions, led by Platinum Cables, to accelerate earnings and deepen exposure to long-term infrastructure and electrification themes

Jan 21 2026


Window on AQUACULTURE

Ambitious Sea Forest Makes Strong ASX Debut

Sea Forest, company on a mission to “abate climate change using science to significantly reduce livestock emissions”, has made a strong impression since listing on the ASX in November

Jan 20 2026


GEN AI

Silicon Shock: When AI Demand Broke The Supply Chain

Ongoing AI development is creating a supply shock that simply cannot be circumvented or avoided in 2026, GenInnov CEO Nilesh Jasani explains

Jan 15 2026


FEATURE STORIES

Australian Banks: Coming Home To Roost

Australia’s major banks once again largely met consensus forecasts in the November reporting season. The sector also has finally seen the sell-off warned of all year

Nov 27 2025