FINANCIAL NEWS

ASX Winners And Losers Of Today – 02-07-26

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

Jul 02 2026


Rudi’s View: Best Buys & Conviction Calls In July

In Today’s Edition: IPO Mania; Not What It Looks Like At Face Value; Picture Of FY26;
Best Buys & Conviction Calls

Jul 02 2026


Aristocrat Sticks To US$1bn Interactive Guidance

Aristocrat Leisure’s Investor Day contained no unpleasant surprises, with management reiterating Interactive targets and reaffirming earnings guidance

Jul 02 2026


Australian Broker Call *Extra* Edition – Jul 02, 2026

Extra Edition of the Broker Call Report

Jul 02 2026


The Short Report – 02 Jul 2026

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

Jul 02 2026


Morgans rates CKF as Buy

Morgans considers the FY26 result from Collins Foods robust in light of the tough conditions. Australia is the current driver of earnings with KFC Australia in the first half to date flagging same-store sales growth of 4%.

The broker believes the stock remains undervalued given its growth profile. A strong balance sheet means it is well-placed to fund its German expansion, accelerate the roll-out of Kwench and pursue further bolt-on acquisitions in Germany.

The broker also likes the stock for its strong leverage to improvements in the domestic consumer environment. Buy rating retained. Target is reduced to $10.60 from $12.50.

Macquarie rates IPH as Neutral

Macquarie suggests modest organic earnings growth and weak US PCT activity are dragging on the outlook for IPH Ltd.

Australian filing volumes were down -3.3% in FY26, substantially lagging market activity while market share declined to 24% from 29% as a result of lower filing activity by IPH firms an increasing prevalence of self-filing in the market.

US PCT activity growth is also non-existent, down -1.8% in the June quarter. Neutral rating and $3.74 target retained.

Citi rates PPT as Neutral

Perpetual's board has rejected EQT's takeover offer at $21.64 per share, pre-dividends, which is around a 28% premium to the last six months average weighted share price, Citi notes.

It remains to be seen whether EQT returns with a higher offer. The analyst points out mark-to-market offers upside earnings risk for consensus 2H26 earnings forecasts.

Neutral rated. Target $17.

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

$34.47

01 Jul
2026

market red arrow -0.880

OPEN

$35.29

market red arrow -2.49%

HIGH

$35.29

5,651,515

LOW

$34.00

TARGET
$34.5170.1% upside
Franking for last dividend paid out: 75%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 246.7 xxx
DPS (cps)xxx 166.0 166.8 xxx
EPS Growthxxx - 9.1% 24.5% xxx
DPS Growthxxx 0.0% 0.5% xxx
PE Ratioxxx N/A 14.1 xxx
Dividend Yieldxxx N/A 4.8% xxx
Div Pay Ratio(%)xxx 83.8% 67.6% xxx

FOLLOW US ON SOCIAL MEDIA

9.1K Followers
26.6K Posts
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Including reinvested dividends, the ASX 200 net total return was 5.90%, highlighting the continued importance of income in Australian equity market returns. Dividends exceeded index gains for the financial year. Clearly, this is not the full story as there has been a whole lot
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Paladin Energy $PDN: "Patterson Lake South (PLS) is shaping up to be one of the most significant uranium developments globally, and we have lifted our valuation driven by both its probability of development and its ultimate scale. "With Indigenous opposition risk
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Collins Foods $CKF: "Group NPAT growth +17.6% y-y incl. "TB disc ops was in line with guidance and beat RBCe/cons by +2.6%/+2.0%. Australia SSSg is tracking much better than expected (first 8 wks +4.0% vs RBCe 1H27 2.8%). "Kwench national rollout, late trading
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
I guess this is what a true Bear Market looks like for Aussie #equities, without the index actually suggesting as much.#investing#XJO#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Federated Hermes: "Equity markets have been increasingly narrow, and momentum driven since the trough in late March, with leadership concentrated in a handful of technology names, particularly semiconductors and memory. "The set up can feel uncomfortable to investors, but it’s
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
RBC Capital on Worley $WOR: "Worley has updated its FY26 full year underlying EBITA guidance for the extended Middle East conflict and for new 2H FY26 currency translation costs. "Worley's total FY26 guidance impact is now estimated to be an additional $70-80m reduction from
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
This year positions AI momentum against multiple threats and headwinds. So far, AI is winning that contesthttps://t.co/n0wEOJXpcX#investing#XJO#stocks#equities#allweatherman@FNArena
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
RBC Capital: "PME and EIQ have entered into a binding Heads of Agreement (HOA) which will allow PME to distribute EchoSolve HF, an AI-powered heart failure detection software, in exchange for an A$10m upfront investment and an optional A$10m tranche upon FDA clearance. "A
@Filapek
Rudi Filapek-Vandyck@Filapek
7d
Risk remains tangible on the ASX... today it was up to Judo Bank $JDO to come out with a negative update... Shares are receiving instant capital punishment...#investing#stockinfocus#equities#XJO#banks
FIND FNARENA ON

DAILY FINANCIAL NEWS

Aristocrat Sticks To US$1bn Interactive Guidance

Aristocrat Leisure’s Investor Day contained no unpleasant surprises, with management reiterating Interactive targets and reaffirming earnings guidance

Jul 02 2026 - Australia


ASIC has launched a dual-front offensive against predatory retail practices and corporate gatekeeper failures, releasing a scathing review of the $150bn car loan market whilst initiating Federal Court proceedings against former directors over the collapsed Shield Master Fund

Jul 02 2026 - Australia


FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Paladin Energy

Jul 01 2026 - Treasure Chest


Strength in Australia offset weakness in Europe for Collins Foods’ KFC business leading to a solid FY26, but margin pressure remains a prominent feature

Jul 01 2026 - Small Caps


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

Jul 01 2026 - Technicals


FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Stockland Group

Jul 01 2026 - Treasure Chest


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: Best Buys & Conviction Calls In July

In Today’s Edition: IPO Mania; Not What It Looks Like At Face Value; Picture Of FY26;
Best Buys & Conviction Calls

Jul 02 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 02-07-26

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

Jul 02 2026


Australian Broker Call *Extra* Edition – Jul 02, 2026

Extra Edition of the Broker Call Report

Jul 02 2026


The Overnight Report: Chips Drag Down Tech

A global perspective on what happened overnight

Jul 02 2026


Today’s Financial Calendar – 02-07-2026

Significant Scheduled Events For 02 July, 2026

Jul 02 2026


ASX Winners And Losers Of Today – 01-07-26

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

Jul 01 2026


The Overnight Report: That’s A Wrap

A global perspective on what happened overnight

Jul 01 2026


Today’s Financial Calendar – 01-07-2026

Significant Scheduled Events For 01 July, 2026

Jul 01 2026


WEEKLY REPORTS

The Short Report – 02 Jul 2026

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

Jul 02 2026

Weekly Update On LICs & LITs – 30-Jun-2026

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

Jun 30 2026

Uranium Week: Paladin’s Joy, Lotus In Pain

Uranium equities weakened as commodity markets softened and Lotus Resources’ restart challenges deepened

Jun 30 2026


Australian Listed Real Estate Tables – 29-06-2026

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

Jun 29 2026

Weekly Ratings, Targets, Forecast Changes – 26-06-26

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

Jun 29 2026

Next Week At A Glance – 29 June-3 Jul 2026

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

Jun 26 2026


Weekly Top Ten News Stories – 26 June 2026

Our top ten news stories from 18 June 2026 to 25 June 2026

Jun 26 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 26-06-26

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

Jun 26 2026

In Brief: AFG, Lifestyle Communities, Mastermyne

This week’s In Brief highlights three cyclical companies whose share prices seem to be discounting the macro headwinds and recent negative impacts

Jun 26 2026


9.1K Followers
26.6K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Including reinvested dividends, the ASX 200 net total return was 5.90%, highlighting the continued importance of income in Australian equity market returns. Dividends exceeded index gains for the financial year. Clearly, this is not the full story as there has been a whole lot
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Paladin Energy $PDN: "Patterson Lake South (PLS) is shaping up to be one of the most significant uranium developments globally, and we have lifted our valuation driven by both its probability of development and its ultimate scale. "With Indigenous opposition risk
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Collins Foods $CKF: "Group NPAT growth +17.6% y-y incl. "TB disc ops was in line with guidance and beat RBCe/cons by +2.6%/+2.0%. Australia SSSg is tracking much better than expected (first 8 wks +4.0% vs RBCe 1H27 2.8%). "Kwench national rollout, late trading
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
I guess this is what a true Bear Market looks like for Aussie #equities, without the index actually suggesting as much. #investing #XJO #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
Federated Hermes: "Equity markets have been increasingly narrow, and momentum driven since the trough in late March, with leadership concentrated in a handful of technology names, particularly semiconductors and memory. "The set up can feel uncomfortable to investors, but it’s
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
RBC Capital on Worley $WOR: "Worley has updated its FY26 full year underlying EBITA guidance for the extended Middle East conflict and for new 2H FY26 currency translation costs. "Worley's total FY26 guidance impact is now estimated to be an additional $70-80m reduction from
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
This year positions AI momentum against multiple threats and headwinds. So far, AI is winning that contest https://t.co/n0wEOJXpcX #investing #XJO #stocks #equities #allweatherman @FNArena
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
RBC Capital: "PME and EIQ have entered into a binding Heads of Agreement (HOA) which will allow PME to distribute EchoSolve HF, an AI-powered heart failure detection software, in exchange for an A$10m upfront investment and an optional A$10m tranche upon FDA clearance. "A
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
Risk remains tangible on the ASX... today it was up to Judo Bank $JDO to come out with a negative update... Shares are receiving instant capital punishment... #investing #stockinfocus #equities #XJO #banks
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    02 July 2026   Updated : 20:12   AEDT

    SPI Overnight

    8687.00

    -23.00

    -0.26%

    NZ50

    13582.190

    -28.310

    -0.210%

    All Ordinaries

    8930.90

    -0.50

    -0.01%

    S&P ASX 200

    8724.50

    +1.60

    0.02%

    S&P ASX 300

    8660.50

    +1.00

    0.01%

    Communication Services

    1599.10

    -10.10

    -0.63%

    Consumer Discretionary

    3881.70

    -86.20

    -2.17%

    Consumer Staples

    13011.40

    -44.70

    -0.34%

    Energy

    9457.20

    -64.80

    -0.68%

    Financials

    9300.00

    +107.30

    1.17%

    Health Care

    26319.00

    +73.80

    0.28%

    Industrials

    8373.00

    -67.00

    -0.79%

    Info Technology

    1782.20

    -20.50

    -1.14%

    Materials

    23464.50

    -3.90

    -0.02%

    Real Estate

    3619.30

    -14.70

    -0.40%

    Utilities

    9381.90

    -348.70

    -3.58%

    A-REITs

    1680.10

    -7.10

    -0.42%

    All Technology Index

    2987.30

    -14.00

    -0.47%

    Banks

    3877.90

    +53.40

    1.40%

    Gold Index

    15319.40

    +503.20

    3.40%

    Metals & Mining

    8063.10

    +5.30

    0.07%

    Click item/line to change chart

  • Australasia

    02 July 2026   Updated : 20:12   AEDT

    AUD/USD

    0.6902

    +0.00

    0.19%

    AUD/NZD

    1.2140

    0.00

    -0.04%

    NZD/USD

    0.5685

    +0.00

    0.23%

    AUD/JPY

    111.30

    -0.80

    -0.71%

    SGD/AUD

    1.12

    +0.00

    0.05%

    AUD/EUR

    0.6048

    0.00

    -0.02%

    AUD/GBP

    0.5174

    0.00

    -0.50%

    AUDCAD

    0.9797

    0.00

    -0.01%

  • World

    02 July 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7044

    +0.00

    0.18%

    EUR/JPY

    183.99

    -1.33

    -0.72%

    EUR/USD

    1.1410

    +0.00

    0.18%

    GBP/USD

    1.3342

    +0.01

    0.72%

    USD/JPY

    161.25

    -1.46

    -0.89%

    Click item/line to change chart

  • World

    02 July 2026   Updated : 20:12   AEDT

    FTSE100

    10525.28

    +46.94

    0.45%

    DAX30

    25195.27

    +154.99

    0.62%

    Hang Seng

    23055.03

    +174.01

    0.76%

    Nikkei 225

    68733.15

    -1741.81

    -2.47%

    NZ50

    13582.190

    -28.310

    -0.210%

    DJIA

    52305.24

    -13.96

    -0.03%

    S&P500

    7483.23

    -16.13

    -0.22%

    Nasdaq Comp

    26040.03

    -173.69

    -0.66%

    S&P500 VIX

    16.71

    +0.26

    1.58%

    US 10-year yield

    4.475

    +0.057

    1.290%

    USD Index

    101.21

    +0.25

    0.25%

  • Aus Stocks

    02 July 2026   Updated : 20:12   AEDT

    Amcor (US)

    43.64

    +0.29

    0.67%

    Newmont (US)

    93.30

    -0.10

    -0.11%

    Rio Tinto (UK)

    6992.00

    -105.00

    -1.48%

    BHP Group (US)

    82.22

    -1.09

    -1.31%

    Rio Tinto (US)

    93.35

    -1.58

    -1.66%

    ResMed (US)

    201.10

    +6.22

    3.19%

    South32 (UK)

    215.00

    -15.00

    -6.52%

    James Hardie (US)

    25.71

    -0.47

    -1.80%

    Janus Henderson (US)

    51.95

    -0.02

    -0.04%

    Click item/line to change chart

  • Metals & Minerals

    02 July 2026   Updated : 07:19   AEDT

    Gold (oz)

    4044.60

    +22.95

    0.57%

    Silver (oz)

    59.61

    +0.56

    0.95%

    Copper (lb)

    6.1553

    -0.09

    -1.46%

    Aluminium (lb)

    1.4053

    0.00

    -0.03%

    Nickel (lb)

    7.3389

    -0.05

    -0.61%

    Zinc (lb)

    1.5904

    -0.02

    -1.49%

    Copper (t)

    13566.28

    -201.45

    -1.46%

    Aluminium (t)

    3097.35

    -0.80

    -0.03%

    Nickel (t)

    16175.00

    -100.00

    -0.61%

    Zinc (t)

    3505.25

    -53.05

    -1.49%

    Uranium (lb) weekly

    85.00

    -0.90

    -1.05%

    Iron Ore (t)

    98.36

    -1.84

    -1.84%

  • Energy

    02 July 2026   Updated : 07:19   AEDT

    West Texas Crude

    68.09

    -1.94

    -2.77%

    Brent Crude

    71.15

    -2.20

    -3.00%

CALENDAR

Friday, 3 July 2026
NZ June ANZ consume confidence
US Public Holiday
XX Global PMIs
Monday, 6 July 2026
AU June ANZ Job Ads
EZ May PPI, retail sales
US June PMI, ISM services
Tuesday, 7 July 2026
JP May earnings
US May Trade Bal
Wednesday, 8 July 2026
NZ RBNZ rate decision
JP May BoP, Trade Bal

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$25.79

REAREA GROUP LIMITED

market icon down$139.15

RMDRESMED INC

market icon up$29.32

TNETECHNOLOGY ONE LIMITED

market icon up$29.73

WOWWOOLWORTHS GROUP LIMITED

market icon up$39.35

WEEKLY PDF

Stories To Read From FNArena


WEEK 26
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FNARENA TALKS

FNARENA WINDOWS

Window on NATGAS

Rudi’s View: Best Buys & Conviction Calls In July

In Today’s Edition: IPO Mania; Not What It Looks Like At Face Value; Picture Of FY26;
Best Buys & Conviction Calls

Jul 02 2026


Window on GAMING

Aristocrat Sticks To US$1bn Interactive Guidance

Aristocrat Leisure’s Investor Day contained no unpleasant surprises, with management reiterating Interactive targets and reaffirming earnings guidance

Jul 02 2026


Window on BUSINESS & CONSUMER CREDIT

ASIC Watch: Car Loan Distributor Fees Draw Regulatory Fire

ASIC has launched a dual-front offensive against predatory retail practices and corporate gatekeeper failures, releasing a scathing review of the $150bn car loan market whilst initiating Federal Court proceedings against former directors over the collapsed Shield Master Fund

Jul 02 2026


FEATURE STORIES

Australian Banks, Bad Debts And The Budget

The March quarter turned sour for the banks and bad debt provisions were increased, ahead of a federal budget that will have significant impact on mortgage demand

May 20 2026