FINANCIAL NEWS

report card

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 PRICECHANGE +/-CHANGE %VOLUME

$31.01

11 Feb
2025

0.100

OPEN

$31.00

0.32%

HIGH

$31.03

3,019,391

LOW

$30.79

TARGET
$28.132-9.3% downside
Franking for last dividend paid out: 65%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY23
Actual
FY24
Actual
FY25
Forecast
FY26
Forecast
EPS (cps)xxx 218.0 234.3 xxx
DPS (cps)xxx 166.0 172.0 xxx
EPS Growthxxx - 8.0% 7.5% xxx
DPS Growthxxx - 5.1% 3.6% xxx
PE Ratioxxx N/A 13.3 xxx
Dividend Yieldxxx N/A 5.5% xxx
Div Pay Ratio(%)xxx 76.2% 73.4% xxx

DAILY FINANCIAL NEWS

report card

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


report card A+

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


a sign on a brick wall

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


a graph on a white background

Michael Gable of Fairmont Equities suggests shares in Australia’s number one bank are back in an uptrend

Feb 11 2025 - Technicals


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


Today’s Financial Calendar – 12-02-2025

Significant Scheduled Events For 12 February, 2025

8:15 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


The Overnight Report: No Worries, Mate

A global perspective on what happened overnight

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


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FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    12 February 2025   Updated : 15:42   AEDT

    SPI Overnight

    8437.00

    +1.00

    0.01%

    NZ50

    12913.950

    -3.500

    -0.030%

    All Ordinaries

    8788.60

    +37.00

    0.42%

    S&P ASX 200

    8525.90

    +41.90

    0.49%

    S&P ASX 300

    8451.10

    +38.90

    0.46%

    Communication Services

    1665.30

    -5.00

    -0.30%

    Consumer Discretionary

    4173.40

    +12.30

    0.30%

    Consumer Staples

    11846.20

    +99.40

    0.85%

    Energy

    8760.10

    +70.00

    0.81%

    Financials

    9254.80

    +121.10

    1.33%

    Health Care

    43540.20

    -79.40

    -0.18%

    Industrials

    7995.90

    +140.70

    1.79%

    Info Technology

    2854.20

    -42.60

    -1.47%

    Materials

    16886.50

    -82.50

    -0.49%

    Real Estate

    3922.70

    -4.50

    -0.11%

    Utilities

    8721.50

    +4.50

    0.05%

    A-REITs

    1793.90

    -1.70

    -0.09%

    All Technology Index

    4067.10

    +39.20

    0.97%

    Banks

    3915.70

    +62.60

    1.62%

    Gold Index

    10119.60

    -160.60

    -1.56%

    Metals & Mining

    5500.80

    -25.40

    -0.46%

    Click item/line to change chart

  • Australasia

    12 February 2025   Updated : 15:42   AEDT

    AUD/USD

    0.6298

    +0.00

    0.22%

    AUD/NZD

    1.1126

    +0.00

    0.05%

    NZD/USD

    0.5660

    +0.00

    0.16%

    AUD/JPY

    96.76

    +1.34

    1.40%

    SGD/AUD

    1.17

    0.00

    -0.20%

    AUD/EUR

    0.6078

    0.00

    -0.18%

    AUD/GBP

    0.5060

    0.00

    -0.35%

    AUDCAD

    0.9000

    0.00

    -0.08%

  • World

    12 February 2025   Updated : 15:42   AEDT

    CAD/USD

    0.6997

    +0.00

    0.30%

    EUR/JPY

    159.20

    +2.46

    1.57%

    EUR/USD

    1.0360

    +0.00

    0.38%

    GBP/USD

    1.2446

    +0.01

    0.58%

    USD/JPY

    153.66

    +1.79

    1.18%

    Click item/line to change chart

  • World

    12 February 2025   Updated : 15:42   AEDT

    FTSE100

    8777.39

    +9.59

    0.11%

    DAX30

    22037.83

    +126.09

    0.58%

    Hang Seng

    21626.80

    +331.94

    1.56%

    Nikkei 225

    38872.47

    +71.30

    0.18%

    DJIA

    44593.65

    +123.24

    0.28%

    S&P500

    6068.50

    +2.06

    0.03%

    Nasdaq Comp

    19643.86

    -70.41

    -0.36%

    S&P500 VIX

    16.02

    +0.21

    1.33%

    US 10-year yield

    4.537

    +0.044

    0.980%

    USD Index

    107.79

    -0.41

    -0.37%

  • Aus Stocks

    12 February 2025   Updated : 15:42   AEDT

    Amcor (US)

    10.03

    -0.01

    -0.10%

    Newmont (US)

    45.49

    -0.97

    -2.09%

    Rio Tinto (UK)

    4946.50

    -69.50

    -1.39%

    BHP Group (US)

    50.20

    -0.62

    -1.22%

    Rio Tinto (US)

    61.65

    -0.60

    -0.96%

    ResMed (US)

    237.43

    -1.13

    -0.47%

    South32 (UK)

    173.90

    -1.60

    -0.91%

    James Hardie (US)

    33.33

    -0.05

    -0.15%

    Janus Henderson (US)

    43.86

    -0.57

    -1.28%

    Click item/line to change chart

  • Metals & Minerals

    12 February 2025   Updated : 08:02   AEDT

    Gold (oz)

    2926.91

    -7.53

    -0.26%

    Silver (oz)

    32.25

    -0.24

    -0.74%

    Copper (lb)

    4.5928

    -0.11

    -2.30%

    Aluminium (lb)

    1.1877

    -0.01

    -1.03%

    Nickel (lb)

    6.9307

    -0.07

    -1.04%

    Zinc (lb)

    1.2734

    -0.01

    -0.74%

    Copper (t)

    10202.98

    -237.09

    -2.27%

    Aluminium (t)

    2639.05

    -27.55

    -1.03%

    Nickel (t)

    15400.00

    -162.50

    -1.04%

    Zinc (t)

    2829.50

    -21.00

    -0.74%

    Uranium (lb) weekly

    71.25

    +0.10

    0.14%

    Iron Ore (t)

    106.32

    -0.65

    -0.61%

  • Energy

    12 February 2025   Updated : 08:00   AEDT

    West Texas Crude

    73.24

    +0.78

    1.08%

    Brent Crude

    77.00

    +0.98

    1.29%

CALENDAR

Wednesday, 12 February 2025
US Jan CPI
AD8earnings report
AGLearnings report
AOVearnings report
AQZearnings report
ARFearnings report
CBAearnings report
CPUearnings report
DXIearnings report
EVNearnings report
HDNearnings report
IMDearnings report
RMDex-div 5.96c

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

$37.50

CSLCSL LIMITED

$257.05

REAREA GROUP LIMITED

$273.40

TNETECHNOLOGY ONE LIMITED

$31.83

WOWWOOLWORTHS GROUP LIMITED

$30.36

WEEKLY PDF

Stories To Read From FNArena


WEEK 6

WEEK 5

WEEK 4

WEEK 3

WEEK 51

FNARENA TALKS

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


FEATURE STORIES

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