FINANCIAL NEWS

FNArena Corporate Results Monitor – 12-02-2025
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
2:53 PM
Rudi’s View: Hope Trumps Uncertainties
Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has…
12:11 PM
Technical Views On Nasdaq, ASX200 & Oil
Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil
11:31 AM
Australian Broker Call *Extra* Edition – Feb 12, 2025
Extra Edition of the Broker Call Report
11:17 AM
Can JB Hi-Fi Maintain Its Strength?
JB Hi-Fi beat first half forecasts for sales and profit, but competitive pressures led to lower margins. Analysts have mixed views on the second half, and valuation
10:12 AM
Citi rates CPU as Neutral

Computershare reported a stronger-than-expected 1H25 result, with EPS above the consensus estimate by 6%, Citi notes.
Importantly, the broker states management lifted FY25 EPS guidance to growth of 15% versus around 7.5% previously in constant currency.
Plans and Issuer Services generated strong growth over the period, with fee income from Plans higher than anticipated. A lower effective tax rate at 24% also assisted the 1H25 result, Citi explains.
Neutral rated with a $35 target price. Citi expects upside risks to consensus earnings and is revisiting current forecasts.
UBS rates CSL as Buy

UBS lowers its target for Buy-rated CSL to $310 from $320 after yesterday's initial review (see summary below) of first half results.
UBS was encouraged by Behring's performance in 1H25, with gross margin lifting 118bps year-on-year or 174bps in constant currency.
Revenue growth for Behring met expectations, while Vifor revenue growth was above consensus by 7%. However, the group gross margin at 67% was below consensus by -144bps.
Seqirus' performance was weak, per the broker's commentary, with revenues coming in -10% below consensus and -6% below the broker's forecast.
Overall, net profit after tax was a miss, coming in -7% below consensus, which UBS attributes to Vifor's and Seqirus' margins.
A weak US flu market contributed to the Seqirus result.
Bell Potter rates SGH as Buy

SGH Ltd announced 1H25 net profit after tax of $505m, growth of 17% annually, and the result met Bell Potter's expectations.
Boral was the outperformer, including a rise in earnings margin to 14.3% from 10.9%, benefiting from sales and administrative rationalisation, the analyst details.
Coates came in below forecasts, while WesTrac results were better than estimates by 5%.
Management retained FY25 guidance of high single-digit earnings growth, and the balance sheet ended the period with net debt of $5,573m, from $5,322m at FY24.
Bell Potter raises the FY25 EPS forecast by 1%, while the FY26 estimate is left unchanged.
The target price rises to $57 from $53 on the margin outlook for Boral. Buy rating 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 |
---|---|---|---|
$31.01 11 Feb |
OPEN $31.00 |
HIGH $31.03 | 3,019,391 LOW $30.79 |
TARGET | |||
$28.132-9.3% downside | |||
Franking for last dividend paid out: 65% |
Title | FY23 Actual | FY24 Actual | FY25 Forecast | FY26 Forecast |
---|---|---|---|---|
EPS (cps) | xxx | 218.0 | 234.3 | xxx |
DPS (cps) | xxx | 166.0 | 172.0 | xxx |
EPS Growth | xxx | - 8.0% | 7.5% | xxx |
DPS Growth | xxx | - 5.1% | 3.6% | xxx |
PE Ratio | xxx | N/A | 13.3 | xxx |
Dividend Yield | xxx | N/A | 5.5% | xxx |
Div Pay Ratio(%) | xxx | 76.2% | 73.4% | xxx |
DAILY FINANCIAL NEWS
FNArena Corporate Results Monitor – 12-02-2025
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
2:53 PM - Australia
Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil
11:31 AM - Technicals
JB Hi-Fi beat first half forecasts for sales and profit, but competitive pressures led to lower margins. Analysts have mixed views on the second half, and valuation
10:12 AM - Australia
FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments
Feb 11 2025 - Australia
Under a new CEO, Domino’s Pizza is moving swiftly to right-size its business through store closures while addressing further cost savings initiatives
Feb 11 2025 - Australia
Michael Gable of Fairmont Equities suggests shares in Australia’s number one bank are back in an uptrend
Feb 11 2025 - Technicals
PR NEWSWIRE
Vitura Health To Acquire Candor Medical
12:39 PM - PR NewsWire
Agora Launches Major Expansion in Australia With Sales and Support Team in Sydney and Melbourne
2:01 AM - PR NewsWire
Saviynt Welcomes Former SailPoint APAC Channel Leader Sunil Kedaraji
Feb 11 2025 - PR NewsWire
Amidst housing crisis, Australia’s first 3D-Printed, multi-storey home is underway in Melbourne
Feb 11 2025 - PR NewsWire
Canadian Solar’s e-STORAGE to Deliver 960 MWh of Energy Storage Systems for Copenhagen Infrastructure Partners in Australia
Feb 10 2025 - PR NewsWire
Meeting Australia’s Growing Demand for Sustainable Tissue Products: APP Group and Sorbent Paper Lead the Charge
Feb 10 2025 - PR NewsWire

RUDI'S VIEWS
Rudi’s View: Hope Trumps Uncertainties
Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has…
12:11 PM
DAILY MARKET REPORTS
Australian Broker Call *Extra* Edition – Feb 12, 2025
Extra Edition of the Broker Call Report
11:17 AM
The Overnight Report: CBA Beats, Powell In No Hurry
A global perspective on what happened overnight
9:10 AM
ASX Winners And Losers Of Today – 11-02-25
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Feb 11 2025
Today’s Financial Calendar – 11-02-2025
Significant Scheduled Events For 11 February, 2025
Feb 11 2025
ASX Winners And Losers Of Today – 10-02-25
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Feb 10 2025
WEEKLY REPORTS
Uranium Week: Sharpen Your Bullish Horns
Brokers re-iterate the sell off in uranium stocks is overdone and medium term positive demand/supply dynamics will support prices
Feb 11 2025
Australian Listed Real Estate Tables – 10-02-2025
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
Feb 10 2025
Weekly Ratings, Targets, Forecast Changes – 07-02-25
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
Feb 10 2025
Next Week At A Glance – 10-14 Feb 2025
A brief look at important company events and economic data releases next week
Feb 07 2025
In Case You Missed It – BC Extra Upgrades & Downgrades – 07-02-25
A summary of the highlights from Broker Call Extra updates throughout the week past
Feb 07 2025
Weekly Top Ten News Stories – 7 February 2025
Our top ten news stories from 30 January 2025 to 06 February 2025
Feb 07 2025
The Short Report – 06 Feb 2025
FNArena’s weekly update on short positions in the Australian share market
Feb 06 2025
Weekly Update On LICs & LITs – 04-Feb-2025
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
Feb 04 2025
Uranium Week: Tariffs & DeepSeek Worries
January ended on a slow note as Canadian import tariffs and DeepSeek disruption concerns weighed on buyer sentiment
Feb 04 2025
THE MARKETS
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FNARENA WINDOWS
Window on CONSUMER ELECTRONICS
Can JB Hi-Fi Maintain Its Strength?
JB Hi-Fi beat first half forecasts for sales and profit, but competitive pressures led to lower margins. Analysts have mixed views on the second half, and valuation
10:12 AM
Window on FOOD, BEVERAGES & TOBACCO
Domino’s Painful Steps Yet To Convince All
Under a new CEO, Domino’s Pizza is moving swiftly to right-size its business through store closures while addressing further cost savings initiatives
Feb 11 2025
Window on BANKS
Higher Highs Beckon For CommBank Shares
Michael Gable of Fairmont Equities suggests shares in Australia’s number one bank are back in an uptrend
Feb 11 2025
GEN AI
DeepSeek Fuels AI Technology Advances
The pace of artificial intelligence innovation was reinforced with DeepSeek and it’s all systems go with software and hardware working in combination
Feb 06 2025