FINANCIAL NEWS

ASX Winners And Losers Of Today – 15-04-26

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

6:35 PM


Treasure Chest: Whitehaven Coal

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

3:37 PM


The Formidable Resilience Of Global Credit

Macro Talking Points from Benoit Anne, Senior Managing Director and Head of Market Insights, MFS Investment Management

11:18 AM


Technical Views On Nasdaq, ASX200 & Oil

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

10:45 AM


The Rebuilding Of Tower

It’s taken a long time for insurance company Tower to recover from the cats of the devastating New Zealand earthquake, but a view is now emerging the market is undervaluing progress made to date

10:30 AM


Morgans rates KOA as Initiation of coverage with Buy

Morgans initiates research coverage on Koala Co with a Buy rating highlighting a founder-led, direct-to-consumer furniture retailer with a scalable, capital-light model. A $5.13 target is set.

Strong revenue growth is anticipated, driven by expansion in the US and UK, alongside continued penetration in Australia and Japan.

Margin expansion is seen as being supported by offshore mix, cost efficiencies and operating leverage.

Koala is attractively valued relative to peers, according to the broker, despite a superior growth profile, with upside potential from further international expansion not yet reflected in forecasts.

Macquarie rates LYC as Downgrade to Neutral from Outperform

Macquarie notes over the past year three major neodymium Pr offtake deals have highlighted the increased efforts by Western countries to secure non-Chinese rare earth supply.

Improved prices combined with foreign exchange and marking to market adjustments have meant a strong long-term uplift in earnings for Lynas Rare Earths.

The broker expects a "solid" March quarter with higher average realised prices offset by lower production. Sales volumes in the third quarter, while missing consensus forecasts, are more than offset by stronger average realised prices, which translates to a revenue beat of 18%.

Rating is downgraded to Neutral from Outperform given little upside post the recent rally. Target rises to $20.50 from $18.50.

Morgan Stanley rates TPG as Underweight

Morgan Stanley points to the ongoing sell-down of TPG Telecom share stakes from WH Soul Pattinson ((SOL)), with the latest sale taking the shareholding to below "substantial" at just over 5% from circa 12%-13% in February.

Re index implications, the analyst notes TPG's investable weight factor will lift to 0.39 from 0.23 and infers an index weight increase across the S&P/ASX200 and 300 indices of 4.8-4.9bps and the Small Ordinaries Index up to 44.8bps.

An estimated increase in free float equates to an expected total passive demand of $98.4m value to trade.

Underweight rated with target of  $3.50. Industry view: In-line.

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

$38.46

14 Apr
2026

market red arrow -0.380

OPEN

$38.90

market red arrow -0.98%

HIGH

$38.96

4,918,946

LOW

$38.11

TARGET
$35.708-7.2% 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 198.2 251.7 xxx
DPS (cps)xxx 166.0 168.0 xxx
EPS Growthxxx - 9.1% 27.0% xxx
DPS Growthxxx 0.0% 1.2% xxx
PE Ratioxxx N/A 15.2 xxx
Dividend Yieldxxx N/A 4.4% xxx
Div Pay Ratio(%)xxx 83.8% 66.8% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
6d
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
7d
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
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck@Filapek
8d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
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DAILY FINANCIAL NEWS

Treasure Chest: Whitehaven Coal

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

3:37 PM - Treasure Chest


Macro Talking Points from Benoit Anne, Senior Managing Director and Head of Market Insights, MFS Investment Management

11:18 AM - International


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

10:45 AM - Technicals


It’s taken a long time for insurance company Tower to recover from the cats of the devastating New Zealand earthquake, but a view is now emerging the market is undervaluing progress made to date

10:30 AM - Small Caps


The market took fright at a2 Milk’s earnings downgrade with supply challenges overriding what appears as ongoing robust demand

10:00 AM - Australia


Morgans has initiated coverage of Deterra Royalties, highlighting the company’s defensive, reliable iron ore royalty stream and lithium upside

Apr 14 2026 - Commodities


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RUDI'S VIEWS

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 15-04-26

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

6:35 PM


The Overnight Report: Risk On Rally Continues

A global perspective on what happened overnight

8:35 AM


Today’s Financial Calendar – 15-04-2026

Significant Scheduled Events For 15 April, 2026

8:15 AM


ASX Winners And Losers Of Today – 14-04-26

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

Apr 14 2026


Australian Broker Call *Extra* Edition – Apr 14, 2026

Extra Edition of the Broker Call Report

Apr 14 2026


The Overnight Report: Technology Takes Baton

A global perspective on what happened overnight

Apr 14 2026


Today’s Financial Calendar – 14-04-2026

Significant Scheduled Events For 14 April, 2026

Apr 14 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 14-Apr-2026

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

Apr 14 2026

Uranium Week: Buyers Turn To Term Market

Amidst the ongoing geopolitical and energy uncertainty, U308 buyers are focused on the term market for securing price and supply certainty

Apr 14 2026

Weekly Ratings, Targets, Forecast Changes – 10-04-26

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

Apr 13 2026


Australian Listed Real Estate Tables – 13-04-2026

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

Apr 13 2026

The Short Report – 10 Apr 2026

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

Apr 10 2026

Next Week At A Glance – 13-17 Apr 2026

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

Apr 10 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 10-04-26

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

Apr 10 2026

Weekly Top Ten News Stories – 10 April 2026

Our top ten news stories from 02 April 2026 to 09 April 2026

Apr 10 2026

In Brief: Acrow, Eagers Automotive & Catapult

The challenges being confronted by investors from higher inflation and energy costs as well as AI-disruption are creating both unlikely opportunities and possible threats

Apr 10 2026


9K Followers
26.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
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
7d
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
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    15 April 2026   Updated : 20:12   AEDT

    SPI Overnight

    9038.00

    +34.00

    0.38%

    NZ50

    13076.580

    +59.320

    0.460%

    All Ordinaries

    9181.10

    +16.00

    0.17%

    S&P ASX 200

    8978.70

    +7.90

    0.09%

    S&P ASX 300

    8907.20

    +11.50

    0.13%

    Communication Services

    1724.10

    -2.90

    -0.17%

    Consumer Discretionary

    3458.60

    -2.50

    -0.07%

    Consumer Staples

    12567.50

    -82.90

    -0.66%

    Energy

    10986.00

    -217.40

    -1.94%

    Financials

    10002.80

    -19.70

    -0.20%

    Health Care

    28129.70

    +242.60

    0.87%

    Industrials

    7955.70

    +1.40

    0.02%

    Info Technology

    1647.80

    +38.80

    2.41%

    Materials

    24046.50

    +157.70

    0.66%

    Real Estate

    3465.90

    +26.40

    0.77%

    Utilities

    10286.70

    -163.10

    -1.56%

    A-REITs

    1604.60

    +11.90

    0.75%

    All Technology Index

    2711.70

    +47.20

    1.77%

    Banks

    4410.70

    -28.60

    -0.64%

    Gold Index

    19217.90

    +701.00

    3.79%

    Metals & Mining

    8367.70

    +62.50

    0.75%

    Click item/line to change chart

  • Australasia

    15 April 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7145

    +0.00

    0.38%

    AUD/NZD

    1.2108

    +0.00

    0.36%

    NZD/USD

    0.5901

    0.00

    0.00%

    AUD/JPY

    113.50

    +0.39

    0.34%

    SGD/AUD

    1.10

    0.00

    -0.40%

    AUD/EUR

    0.6064

    +0.00

    0.48%

    AUD/GBP

    0.5271

    +0.00

    0.32%

    AUDCAD

    0.9837

    +0.00

    0.44%

  • World

    15 April 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7263

    0.00

    -0.07%

    EUR/JPY

    187.17

    -0.25

    -0.13%

    EUR/USD

    1.1784

    0.00

    -0.09%

    GBP/USD

    1.3557

    +0.00

    0.06%

    USD/JPY

    158.84

    -0.06

    -0.04%

    Click item/line to change chart

  • World

    15 April 2026   Updated : 20:12   AEDT

    FTSE100

    10620.03

    +10.97

    0.10%

    DAX30

    24052.30

    +8.08

    0.03%

    Hang Seng

    25947.32

    +75.00

    0.29%

    Nikkei 225

    58134.24

    +256.85

    0.44%

    NZ50

    13076.580

    +59.320

    0.460%

    DJIA

    48535.99

    +317.74

    0.66%

    S&P500

    6967.38

    +81.14

    1.18%

    Nasdaq Comp

    23639.08

    +455.35

    1.96%

    S&P500 VIX

    18.28

    -0.84

    -4.39%

    US 10-year yield

    4.256

    -0.041

    -0.950%

    USD Index

    97.89

    -0.31

    -0.32%

  • Aus Stocks

    15 April 2026   Updated : 20:12   AEDT

    Amcor (US)

    41.01

    +0.05

    0.12%

    Newmont (US)

    119.30

    +2.80

    2.40%

    Rio Tinto (UK)

    7337.00

    +27.00

    0.37%

    BHP Group (US)

    79.17

    +1.07

    1.37%

    Rio Tinto (US)

    98.87

    -0.33

    -0.33%

    ResMed (US)

    230.69

    +0.43

    0.19%

    South32 (UK)

    244.93

    -2.87

    -1.16%

    James Hardie (US)

    21.21

    +0.06

    0.28%

    Janus Henderson (US)

    51.54

    -0.07

    -0.14%

    Click item/line to change chart

  • Metals & Minerals

    15 April 2026   Updated : 07:53   AEDT

    Gold (oz)

    4864.50

    +98.15

    2.06%

    Silver (oz)

    79.63

    +3.89

    5.13%

    Copper (lb)

    6.0815

    +0.08

    1.31%

    Aluminium (lb)

    1.6261

    -0.02

    -1.18%

    Nickel (lb)

    8.0535

    +0.12

    1.49%

    Zinc (lb)

    1.5171

    +0.01

    0.72%

    Copper (t)

    13403.63

    +173.01

    1.31%

    Aluminium (t)

    3584.00

    -42.75

    -1.18%

    Nickel (t)

    17750.00

    +260.00

    1.49%

    Zinc (t)

    3343.60

    +23.65

    0.71%

    Uranium (lb) weekly

    85.50

    +1.00

    1.18%

    Iron Ore (t)

    106.38

    -0.67

    -0.63%

  • Energy

    15 April 2026   Updated : 07:53   AEDT

    West Texas Crude

    91.28

    -6.73

    -6.87%

    Brent Crude

    95.24

    -2.68

    -2.74%

CALENDAR

Wednesday, 15 April 2026
JP Feb core machine orders
EZ Feb Industrial Prod'n
US Fed Beige Book
AIAQtrly update
CLVex-div 1c (100%)
EVNQtrly update
NSRAGM
Thursday, 16 April 2026
AU Mar Unemployment Rate
CH 1Q GDP
EZ March CPI
UK Feb GBP
US Weekly Jobless Claims

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$24.03

REAREA GROUP LIMITED

market icon up$161.83

RMDRESMED INC

market icon up$32.70

TNETECHNOLOGY ONE LIMITED

market icon up$28.81

WOWWOOLWORTHS GROUP LIMITED

market icon down$36.75

WEEKLY PDF

Stories To Read From FNArena


WEEK 15
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FNARENA TALKS

FNARENA WINDOWS

Window on COAL

Treasure Chest: Whitehaven Coal

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is ‘Whitehaven Coal’

3:37 PM


Window on INSURANCE

The Rebuilding Of Tower

It’s taken a long time for insurance company Tower to recover from the cats of the devastating New Zealand earthquake, but a view is now emerging the market is undervaluing progress made to date

10:30 AM


Window on DAIRY

a2 Milk Hit By ‘Perfect Logistics Storm’

The market took fright at a2 Milk’s earnings downgrade with supply challenges overriding what appears as ongoing robust demand

10:00 AM


GEN AI

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 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