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BROKER CALL

ASX Winners And Losers Of Today – 29-07-26

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

Jul 29 2026

Whitehaven Coal Beats June Quarter Challenges

Higher thermal/met coal prices, lower costs and improving free cash flow are supporting confidence in Whitehaven Coal, despite ongoing operational challenges at Narrabri

Jul 29 2026

AI To Transform Asset Management

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

Jul 29 2026

Technical Views On Nasdaq, ASX200 & Oil

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

Jul 29 2026

Australian Broker Call Extra Edition – Jul 29, 2026

Extra Edition of the Broker Call Report

Jul 29 2026

UBS rates AMP as Buy

China Life Pension Company (CLPC) was the stand-out for AMP's 1H2026 profit guidance update and is now generating around 33% of underlying profits for the company, UBS highlights. This has now beaten all the other key growth segments at AMP.

The analyst believes CLPC can continue to grow earnings strongly, underpinning medium-term upside risk for the total group.

CLPC is forecast to grow AUM between around 15%-20% by FY30, having grown them at 23% p.a. over the last 10-years. Operating profits have grown at a faster rate of 35% p.a. due to operating leverage. Buy rated.

EPS forecasts are tweaked higher. The target price rises to $2.55 from $2.19 due to the lift in the China JV valuation to 15x, implying valuations for CLPC/CLAMP of $1.9bn, up from $1.4bn, previously.

Citi rates ORA as Neutral

Citi notes the re-opening of the RAK facility by Orora is contingent on the sustained opening of the Strait of Hormuz and consistent economic shipping capacity.

As a result, the broker has no obvious timeline for the company regaining around 15% of capacity.

Along with the reversal of premiumisation trends and an inevitable impairment for Saverglass, the broker envisages a difficult period in terms of risk/reward for the stock.

Neutral/High Risk maintained. Target is $1.80.

Morgans rates RPL as Buy

Morgans assesses Regal Partners delivered a strong preliminary first-half result. Normalised profit doubled from a year earlier and comfortably exceeded forecasts by the broker and consensus, driven by stronger-than-expected performance fees.

Management fee income was slightly softer due to lower funds under management (FUM) margins. The analyst views this outcome as immaterial given the strong investment performance and record net inflows underpinning future FUM growth.

The broker trims its target to $4.00 from $4.20 on lower earnings forecasts.

Commentary notes the stock's undemanding valuation and Morgans' confidence in continued FUM growth through investment performance and alternative strategy expansion. Buy retained.

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
$37.22 28 Jul 2026	0.330 OPEN $36.65	0.89% HIGH $37.54	3,617,152 LOW $36.62

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$37.22

28 Jul
2026

market green arrow 0.330

OPEN

$36.65

market green arrow 0.89%

HIGH

$37.54

3,617,152

LOW

$36.62

TARGET
$34.600-7.0% downside
Franking for last dividend paid out: 75%

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	198.2	246.9	xxx
DPS (cps)	xxx	166.0	166.8	xxx
EPS Growth	xxx	- 9.1%	24.6%	xxx
DPS Growth	xxx	0.0%	0.5%	xxx
PE Ratio	xxx	N/A	15.3	xxx
Dividend Yield	xxx	N/A	4.4%	xxx
Div Pay Ratio(%)	xxx	83.8%	67.6%	xxx

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RBC Capital on Greatland Resources $GGP : "Greatland delivered FY26 production of 329koz, above FY26 guidance of 260-340koz and in line with consensus of 326koz, while FY26 AISC of A$2,179/oz was a touch slower vs consensus of A$2,273/oz (RBCe A$2,292/oz). "FY27 will be a

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Morgans on Woodside Energy $WDS: "A good-looking 2Q26 operational and sales result from WDS, although roughly half of the ~14% revenue beat can be attributed to increased marketing activity (typically low margin), while the key driver of the remaining ~6-7% consensus beat can be

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RBC Capital on Atlas Arteria $ALX: "ALX has delivered another mixed toll revenue and traffic update. "For 2Q26 the core French assets (APRR/ADELAC) both delivered soft -3.9%/-3.9% yoy results as "higher fuel prices negatively impacted light traffic", with toll escalation during

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RBC Capital on Mineral Resources $MIN: "Mineral Resources (MIN) has released a positive 4Q FY26 (FY26) report with record annual Iron Ore and Lithium production and Mining Services volumes. "All three segments came in above FY26 guidance and slightly ahead of expectations.

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RBC Capital on $Rio Tinto: "RIO has reported 1H26 results with underlying EBITDA of $14,826m (+28% vs pcp), 2% below consensus of $15,131m (+1% vs RBCe of $14,656m). "With underlying earnings typically in line, a key focus for investors is the dividends. RIO declared an interim

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IG's Tony Sycamore: "Combined with this week’s fall in oil prices, the Australian interest rate market is now pricing in just 5bp of hikes for the August meeting, with a full 25bp hike not fully priced until March 2027. "This is a meaningful dovish shift from last week, when

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RBC Capital on $IGO: "IGO has reported underlying EBITDA of $286M for FY26, 10% below consensus of $316m (RBCe $321m). "The miss was largely due to the Kwinana lithium hydroxide refinery which suffered an EBITDA loss of $167M vs consensus of -$113M. In 4Q FY26, lithium

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RBC Capital on Web Travel Group $WEB: "Overall today's announcement is a net positive. "Trading/Earnings are slightly above expectations, a buy-back in place, but in our view, the biggest positive is an element of certainty has now been provided. "Based on the following

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RBC Capital downgrades Xero $XRO: "New $85/share PT, Downgrade to Sector Perform. FY27E/28E revenue unchanged and EBITDA adjusted +0%/-10% on cost and margin assumptions and estimate ~39% Rule of 40 for FY28E. "Reducing EBIT exit multiple from 16x to 10x reflecting the

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UBS on Macquarie Group $MQG: (...) we think it reads favourably with minor changes in their short term outlook related to the BFS division. "Based on our backed numbers and as a proxy for Q1 27 profitability the group is run rating at ~A$0.9B, up substantially on a weak Q1 26

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DAILY FINANCIAL NEWS

Whitehaven Coal Beats June Quarter Challenges

Higher thermal/met coal prices, lower costs and improving free cash flow are supporting confidence in Whitehaven Coal, despite ongoing operational challenges at Narrabri

Jul 29 2026 - Commodities

AI To Transform Asset Management

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

Jul 29 2026 - International

Technical Views On Nasdaq, ASX200 & Oil

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

Jul 29 2026 - Technicals

Strong Execution Underpins Newmont Confidence

Newmont Corp delivered another resilient quarter while maintaining full-year guidance and reinforcing confidence in its path to 6Moz of annual gold production

Jul 28 2026 - Commodities

James Hardie’s Q1 Leaves Questions Unanswered

A stronger-than-expected first-quarter update has prompted brokers to lift earnings forecasts and price targets for James Hardie Industries

Jul 28 2026 - Australia

ANZ Bank Shares Eyeing $40 Yet Again

ANZ Bank shares have completed a bullish bottoming pattern, Fairmont Equities’ Michael Gable reports, with technical indicators suggesting a rally next looks likely

Jul 28 2026 - Technicals

Material Matters: Beware Commodity Shocks, Copper Speculation & Mining Services

Jul 27 2026 - Commodities

The Second Death Of SaaS

Jul 27 2026 - International

The Market In Numbers – 25 Jul 2026

Jul 25 2026 - Australia

Navigator Builds Momentum Into FY27

Jul 24 2026 - Small Caps

Is DRAM At A Permanently Higher Plateau?

Jul 23 2026 - International

South32 Targets Growth Through Transformation

Jul 23 2026 - Commodities

Strong Result, Can Telix Continue To Deliver?

Jul 22 2026 - Australia

AI’s Show Me The Money Moment

Jul 22 2026 - Australia

Technical Views On Nasdaq, ASX200 & Oil

Jul 22 2026 - Technicals

Material Matters: Deep Dive Into Lithium Pullback

Jul 21 2026 - Commodities

Technical Support For Dalrymple Bay Shares

Jul 21 2026 - Technicals

A Dividend Surprise From BHP in August?

Jul 20 2026 - Commodities

PR NEWSWIRE

DT Infrastructure (DTI) awards TCL Solar landmark 720MW Smoky Creek and Guthrie’s Gap Projects, accelerating the future of Back Contact solar technology

Jul 29 2026 - PR NewsWire

Cosmofluencer and World Space Academy Team Up for Global Exposure in Space Education

Jul 29 2026 - PR NewsWire

Australian medtech Navi raises $A6.8 million to commercialise breakthrough paediatric technology in the US

Jul 29 2026 - PR NewsWire

LexisNexis Announces Agreement with AustLII to Advance the Rule of Law and Access to Justice in the AI Era

Jul 29 2026 - PR NewsWire

GreenCore Solutions Corp. (GSC) Ships CPG Knowledge Graph v3.2.0 — AI Agents at 9.5 Million+ Monthly Transactions

Jul 29 2026 - PR NewsWire

Firmable launches MCP, giving sales teams a direct line from any AI tool to verified company and contact data

Jul 29 2026 - PR NewsWire

RUDI'S VIEWS

Rudi’s View: The August Earnings Test Is Approaching

With August results approaching, investors better prepare for a spike in share price volatility

Jul 29 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 29-07-26

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

Jul 29 2026

Australian Broker Call Extra Edition – Jul 29, 2026

Extra Edition of the Broker Call Report

Jul 29 2026

The Overnight Report: Buy Quality, Sell Tech

A global perspective on what happened overnight

Jul 29 2026

Today’s Financial Calendar – 29-07-2026

Significant Scheduled Events For 29 July, 2026

Jul 29 2026

ASX Winners And Losers Of Today – 28-07-26

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

Jul 28 2026

The Overnight Report: Grinding Sideways

A global perspective on what happened overnight

Jul 28 2026

Today’s Financial Calendar – 28-07-2026

Significant Scheduled Events For 28 July, 2026

Jul 28 2026

WEEKLY REPORTS

Weekly Update On LICs & LITs – 28-Jul-2026

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

Jul 28 2026

Uranium Week: New Record, But Sentiment Rules

Paladin Energy delivered another operational ‘beat’ as uranium stocks continue to be seen as undervalued against strengthening U308 prices and long-term supply deficits

Jul 28 2026

Australian Listed Real Estate Tables – 27-07-2026

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

Jul 27 2026

Weekly Ratings, Targets, Forecast Changes – 24-07-26

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

Jul 27 2026

Next Week At A Glance – 27-31 Jul 2026

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

Jul 24 2026

Weekly Top Ten News Stories – 24 July 2026

Our top ten news stories from 16 July 2026 to 23 July 2026

Jul 24 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 24-07-26

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

Jul 24 2026

In Brief: Catapult Sports, Hazer Group & ResMed

This week’s In Brief’s focuses on Catapult’s SaaS growth, Hazer’s clean hydrogen milestones and ResMed’s portfolio repositioning through acquisitions and divestments

Jul 24 2026

The Short Report – 23 Jul 2026

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

Jul 23 2026

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Click item/line to change chart

Australia
29 July 2026 Updated : 20:12 AEDT
SPI Overnight
8980.00
+74.00
0.83%
NZ50
13976.670
+114.740
0.830%
All Ordinaries
9199.70
+87.70
0.96%

S&P ASX 200
9038.60
+90.80
1.01%
S&P ASX 300
8959.70
+88.20
0.99%
Communication Services
1660.90
+24.60
1.50%
Consumer Discretionary
4097.10
+94.90
2.37%
Consumer Staples
13601.70
+264.50
1.98%
Energy
10573.00
+96.20
0.92%
Financials
9968.70
+18.40
0.18%
Health Care
27246.00
+1107.50
4.24%
Industrials
8418.70
+40.50
0.48%
Info Technology
1744.50
+18.70
1.08%
Materials
23232.10
+258.40
1.12%
Real Estate
3648.20
+27.80
0.77%
Utilities
9618.70
+24.10
0.25%
A-REITs
1699.60
+12.60
0.75%
All Technology Index
2930.10
+31.20
1.08%
Banks
4226.40
+7.30
0.17%
Gold Index
15474.10
+90.00
0.59%
Metals & Mining
7964.50
+89.90
1.14%

Click item/line to change chart

Australasia
29 July 2026 Updated : 20:12 AEDT

AUD/USD
0.6941
0.00
-0.33%
AUD/NZD
1.2012
-0.01
-0.57%
NZD/USD
0.5778
+0.00
0.23%
AUD/JPY
113.58
-0.55
-0.48%
SGD/AUD
1.11
+0.01
0.45%
AUD/EUR
0.6093
0.00
-0.67%
AUD/GBP
0.5222
0.00
-0.46%
AUDCAD
0.9791
0.00
-0.42%
World
29 July 2026 Updated : 20:12 AEDT
CAD/USD
0.7090
+0.00
0.08%
EUR/JPY
186.41
+0.33
0.17%
EUR/USD
1.1391
+0.00
0.32%
GBP/USD
1.3293
+0.00
0.13%
USD/JPY
163.63
-0.25
-0.15%

Click item/line to change chart

World
29 July 2026 Updated : 20:12 AEDT
FTSE100
10884.93
+13.91
0.13%
DAX30
25380.93
-83.08
-0.33%
Hang Seng
25807.92
+497.07
1.96%
Nikkei 225
61434.19
-930.73
-1.49%
NZ50
13976.670
+114.740
0.830%
DJIA
52747.32
+537.24
1.03%

S&P500
7428.78
+15.60
0.21%
Nasdaq Comp
24876.91
-55.17
-0.22%
S&P500 VIX
18.09
-0.58
-3.11%
US 10-year yield
4.604
-0.037
-0.800%
USD Index
101.42
-0.11
-0.11%
Aus Stocks
29 July 2026 Updated : 20:12 AEDT
Amcor (US)
46.69
+1.45
3.21%
Newmont (US)
91.52
-1.95
-2.09%
Rio Tinto (UK)
7036.00
+171.00
2.49%
BHP Group (US)
83.79
-0.14
-0.17%
Rio Tinto (US)
91.64
-0.31
-0.34%
ResMed (US)
208.96
+5.88
2.90%
South32 (UK)
240.20
+3.60
1.52%
James Hardie (US)
26.89
+0.23
0.86%
Janus Henderson (US)
51.95
-0.02
-0.04%

Click item/line to change chart

Metals & Minerals
29 July 2026 Updated : 07:13 AEDT
Gold (oz)
4028.36
-48.04
-1.18%
Silver (oz)
57.12
-1.28
-2.19%
Copper (lb)
6.3000
-0.05
-0.79%
Aluminium (lb)
1.4483
+0.01
0.53%
Nickel (lb)
7.6497
-0.14
-1.78%
Zinc (lb)
1.6722
+0.02
1.44%
Copper (t)
13885.20
-110.20
-0.79%
Aluminium (t)
3192.00
+17.00
0.54%
Nickel (t)
16860.00
-305.00
-1.78%
Zinc (t)
3685.50
+52.50
1.45%
Uranium (lb) weekly
86.25
+0.75
0.88%
Iron Ore (t)
98.30
-0.12
-0.12%
Energy
29 July 2026 Updated : 07:13 AEDT

West Texas Crude
79.14
-2.71
-3.31%
Brent Crude
83.68
-4.02
-4.58%

CALENDAR

Thursday, 30 July 2026

NZ	July ANZ business confidence
AU	June Building approvals
EZ	2Q GDP
EZ	June Unemployment
UK	BoE rate decision
US	2Q GDP
US	June PCE
US	June personal income/spend
BOE	Qtrly update
CIA	Q1 earnings report
PLS	Qtrly update
PRU	Qtrly update
RSG	Qtrly update

VIEW FULL CALENDAR

ALL WEATHER STOCKS

Code	Company	Price
CAR	CAR GROUP LIMITED	$26.92
REA	REA GROUP LIMITED	$166.97
RMD	RESMED INC	$29.99
TNE	TECHNOLOGY ONE LIMITED	$30.65
WOW	WOOLWORTHS GROUP LIMITED	$40.55

VIEW ALL WEATHER STOCKS

WEEKLY PDF

Stories To Read From FNArena

WEEK 30

WEEK 29

WEEK 28

WEEK 27

WEEK 26

FNARENA TALKS

Changing Markets, Changing Economies - Jun 05 2026

Investing for the Future, through the prism of experience

Apr 22 2026

Global Debt, Liquidity & Refinancing

Mar 26 2026

See more videos here

FNARENA WINDOWS

Window on COAL

Whitehaven Coal Beats June Quarter Challenges

Higher thermal/met coal prices, lower costs and improving free cash flow are supporting confidence in Whitehaven Coal, despite ongoing operational challenges at Narrabri

Jul 29 2026

Window on WEALTH MANAGEMENT & INVESTMENTS

AI To Transform Asset Management

A global study has found asset managers around the world are preparing for AI to transform all aspects of their businesses

Jul 29 2026


A-REITs	1699.60	+12.60	0.75%


CAD/USD	0.7090	+0.00	0.08%

OUR QUEST IS NOT TO BE BULLISH OR BEARISH, BUT TO CORRECTLY ASSESS FUTURE TRENDS

UBS rates AMP as Buy

Citi rates ORA as Neutral

Morgans rates RPL as Buy

FNARENA'S MARKET CONSENSUS FORECASTS

ANZ | ANZ GROUP HOLDINGS LIMITED

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Thursday, 30 July 2026

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Window on COAL

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