FINANCIAL NEWS
Infratil’s Investor Day, The Next Catalyst?
Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day this week
1:07 PM
Australian Listed Real Estate Tables – 14-09-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
11:43 AM
Treasure Chest: AGL Energy
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AGL Energy
11:10 AM
Australian Broker Call *Extra* Edition – Sep 14, 2026
Extra Edition of the Broker Call Report
10:30 AM
Weekly Ratings, Targets, Forecast Changes – 11-09-26
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
10:00 AM
Citi rates NST as Neutral
Following Northern Star Resources' FY26 result, Citi raises its target by 30c to $24.60 and retains a Neutral rating.
First Take: Northern Star Resources' FY26 result was broadly in line with expectations, but Citi views FY27 guidance as weaker than expected due to lower production and higher costs.
Gold production guidance of 1.50-1.65Moz is -3% below consensus at the midpoint, while AISC guidance of $3,050-3,450/oz is 7% above consensus, driven largely by cost pressures at Yandal and Pogo.
The analyst sees downside risk to FY27 earnings and expects investor attention to shift towards execution of the KCGM ramp-up, where the Mill Expansion project cost has increased to $1.75-1.81bn.
The broker also highlights uncertainty over whether Yandal's elevated cost base will persist beyond FY27 and potential strategic changes under the incoming CEO.
Macquarie rates PMT as Outperform
Macquarie flagged the build-up in energy storage systems inventories in August, and notes the oversupply concerns are garnering more market attention. The concerns are expected to depress sentiment.
Notably, the Gfex lithium carbonate contract peaked at RMB161k/t on August 31 and has since fallen -16% to RMB135k/t by September 11. In contrast, the analyst notes, CS6 spodumene prices have remained resilient and remain above US$2,000/t.
The broker believes there continues to be EV/EBITDA upside at spot levels despite the volatility in lithium prices, relative to the Macquarie base case forecasts.
At spot prices, lithium miners continue to trade on "resilient" multiples, the analyst states.
IGO ((IGO)) remains the preferred exposure. PMET Resources remains Outperform rated with a $0.70 target.
Morgans rates RMS as Buy
Following execution of the Mt Magnet mill expansion contract, Morgans expects Ramelius Resources' update (due in September) to provide greater clarity on FY27 guidance and its outlook to FY30.
FY27 production is expected to remain within 200koz-220koz, likely towards the upper end, before higher grades and Gilbey's support growth. The Gilbey's deposit sits within the Dalgaranga operation in Western Australia's Murchison region.
Commentary adds cost inflation of up to 8% and additional sustaining capital at Galaxy will pressure near-term costs.
More positively, the $300m Edna May sale is seen as supporting investment in Mt Magnet and Rebecca Roe while preserving capital-management flexibility.
Following a change in analyst, Morgans sets its target at $4.74, down from $5.84, retains a Buy rating and names Ramelius its preferred mid-cap gold exposure.
Click here to see full report 
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 |
|---|---|---|---|
$37.27 11 Sep |
OPEN $36.65 |
HIGH $37.48 | 4,526,763 LOW $36.60 |
0.620| TARGET | |||
| $35.630-4.4% downside | |||
| Franking for last dividend paid out: 75% |
| 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 | 15.1 | xxx |
| Dividend Yield | xxx | N/A | 4.5% | xxx |
| Div Pay Ratio(%) | xxx | 83.8% | 67.4% | xxx |
FOLLOW US ON SOCIAL MEDIA
DAILY FINANCIAL NEWS
Infratil’s Investor Day, The Next Catalyst?
Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day this week
1:07 PM - Australia
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AGL Energy
11:10 AM - Treasure Chest
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
Sep 12 2026 - Australia
Confidence has been eroded following an exceptionally tough period for Objective Corp, but can management turn the tide?
Sep 11 2026 - Small Caps
The Chartist reports the technical picture for CBA shares remains supportive in sharp contrast to the bearish voices that continue calling those shares heavily overvalued
Sep 10 2026 - Technicals
Aspen Group’s upcoming investor tour offers a potential share price catalyst, with improving earnings visibility set against cautious macro sentiment towards the housing sector
Sep 10 2026 - Small Caps
PR NEWSWIRE
FDA Approves Telix’s Brain Cancer Imaging Drug Pixclara
8:56 AM - PR NewsWire
IonOpticks launches Aurora Series® 5 and new CoreJet™ emitter technology, advancing robust nano-LC for routine proteomics research.
8:30 AM - PR NewsWire
AluHouse Signs Strategic MoUs with Three Australian Partners to Address Housing Shortage with MiC Technology
Sep 11 2026 - PR NewsWire
BE CENTRE TAKES CHILDREN’S THERAPY INTO CENTRAL COAST COMMUNITIES AS OUTREACH PROGRAM RECORDS MORE THAN 95% ATTENDANCE AND RETENTION
Sep 11 2026 - PR NewsWire
Made for Australians: Five Reasons Samsung TVs Are Designed for Australian Lifestyles
Sep 11 2026 - PR NewsWire
Lancet Publication Marks Important Advance in Influenza Prevention for Older Adults
Sep 11 2026 - PR NewsWire
RUDI'S VIEWS
Rudi’s View: Post-August Stock Picks & Best Buys
Sector analysts have updated key preferences and best buy selections post the August results season
Sep 10 2026
DAILY MARKET REPORTS
Australian Broker Call *Extra* Edition – Sep 14, 2026
Extra Edition of the Broker Call Report
10:30 AM
The Monday Report – 14 September 2026
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
8:48 AM
ASX Winners And Losers Of Today – 11-09-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Sep 11 2026
The Overnight Report: Awaiting US CPI Print
A global perspective on what happened overnight
Sep 11 2026
Today’s Financial Calendar – 11-09-2026
Significant Scheduled Events For 11 September, 2026
Sep 11 2026
ASX Winners And Losers Of Today – 10-09-26
The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day
Sep 10 2026
WEEKLY REPORTS
Australian Listed Real Estate Tables – 14-09-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
11:43 AM
Weekly Ratings, Targets, Forecast Changes – 11-09-26
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
10:00 AM
Next Week At A Glance – 14-18 Sep 2026
A brief look at important company events and economic data releases next week
Sep 11 2026
Weekly Top Ten News Stories – 11 September 2026
Our top ten news stories from 03 September 2026 to 10 September 2026
Sep 11 2026
In Case You Missed It – BC Extra Upgrades & Downgrades – 11-09-26
A summary of the highlights from Broker Call Extra updates throughout the week past
Sep 11 2026
In Brief: Amplitude, Bubs & Cash Converters
This week’s In Brief highlights three good news stories from the week past
Sep 11 2026
The Short Report – 10 Sep 2026
FNArena’s weekly update on short positions in the Australian share market
Sep 10 2026
Weekly Update On LICs & LITs – 08-Sep-2026
Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX
Sep 08 2026
Uranium Week: Nuclear Conference Momentum
The U308 spot market strengthened through August as transaction volumes increased and utility interest broadened across the mid- and long-term markets ahead of the World Nuclear Symposium
Sep 08 2026
THE MARKETS
Australia
14 September 2026 Updated : 13:12 AEDT
SPI Overnight
8747.00
+18.00
0.21%
NZ50
13654.760
+74.430
0.550%
All Ordinaries
8917.70
-2.50
-0.03%
S&P ASX 200
8740.90
-0.30
0.00%
S&P ASX 300
8672.50
-0.70
-0.01%
Communication Services
1558.70
+8.10
0.52%
Consumer Discretionary
3497.30
+20.40
0.59%
Consumer Staples
13050.30
+123.40
0.95%
Energy
11123.70
-12.00
-0.11%
Financials
9166.10
+18.80
0.21%
Health Care
31163.10
+413.80
1.35%
Industrials
7974.70
+17.90
0.22%
Info Technology
1651.20
-2.30
-0.14%
Materials
24044.20
-252.50
-1.04%
Real Estate
3261.30
+8.60
0.26%
Utilities
10270.80
+52.10
0.51%
A-REITs
1517.80
+3.80
0.25%
All Technology Index
2761.40
+8.20
0.30%
Banks
3841.20
+7.10
0.19%
Gold Index
18758.10
+42.20
0.23%
Metals & Mining
8294.10
-95.50
-1.14%
World
14 September 2026 Updated : 13:12 AEDT
CAD/USD
0.7208
0.00
-0.10%
EUR/JPY
178.40
+1.78
1.01%
EUR/USD
1.1578
0.00
-0.21%
GBP/USD
1.3510
0.00
-0.18%
USD/JPY
154.10
+1.94
1.28%
Aus Stocks
14 September 2026 Updated : 13:12 AEDT
Amcor (US)
42.32
-0.68
-1.58%
Newmont (US)
126.81
+0.67
0.53%
Rio Tinto (UK)
7374.00
+9.00
0.12%
BHP Group (US)
87.15
-0.20
-0.23%
Rio Tinto (US)
99.96
+0.57
0.57%
ResMed (US)
218.27
-1.31
-0.60%
South32 (UK)
264.20
-2.60
-0.97%
James Hardie (US)
28.47
+0.28
0.99%
Janus Henderson (US)
51.95
-0.02
-0.04%
Click item/line to change chart
Click item/line to change chart
CALENDAR
Monday, 14 September 2026
NZ July Migration AU RBA Assistant Governor Hunter fireside chat JP July Industrial prod'n (final) IN Aug CPI & PPI US Sep Empire Mfg CA Aug CPI CCP ex-div 45.50c (100%) CNU ex-div 25.57c GC1 ex-div 2.00c (100%) KLS ex-div 10.00c (100%) SND ex-div 1.00c (100%) VGN ex-div 7.60c (100%) WQG ex-div 2.35c (100%) ALL WEATHER STOCKS
Code Company Price CAR CAR GROUP LIMITED 
$23.93REA REA GROUP LIMITED $157.58RMD RESMED INC $30.54TNE TECHNOLOGY ONE LIMITED $28.35WOW WOOLWORTHS GROUP LIMITED $38.84WEEKLY PDF
Stories To Read From FNArena
WEEK 37
WEEK 36
WEEK 35
WEEK 34
WEEK 33
FNARENA TALKS
Click item/line to change chart
Click item/line to change chart
FNARENA WINDOWS
Window on WEALTH MANAGEMENT & INVESTMENTS
Infratil’s Investor Day, The Next Catalyst?
Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day this week
1:07 PM
Window on REITS
Australian Listed Real Estate Tables – 14-09-2026
FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data
11:43 AM
Window on INFRASTRUCTURE & UTILITIES
Treasure Chest: AGL Energy
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is AGL Energy
11:10 AM
GEN AI
AI Sales Reshape Dicker Data’s Momentum
Dicker Data’s record backlog, accelerating AI sales and expanding software business have prompted substantial upgrades to earnings forecasts
Sep 09 2026