FINANCIAL NEWS

ASX Winners And Losers Of Today – 06-05-26

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


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


Healthy Margins Underpin Bega’s FY31 Targets

Management at Bega Cheese has introduced a new five-year plan designed to benefit from supportive industry trends

11:00 AM


Weekly Update On LICs & LITs – 06-May-2026

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

10:45 AM


April In Review: An Inflection Point

The Australian market stumbled over the second half of April as inflation concerns rose with higher energy prices, and the spectre of lower earnings looms

10:30 AM


Citi rates ARB as Neutral

The latest April new car sales data reinforces the challenging industry backdrop ARB Corp continues to face, Citi details.

The pick-up, chassis cab and 4x4 volumes fell -15% bringing the 2026 year-to-date decline to -7% y/y and underperformed overall vehicle sales which lifted 3%. Medium SUVs rose 35% which are not usually ARB accessory vehicles, the analyst states.

The broker believes an investor day may assist the market in understanding how management is dealing with the challenges against an ongoing decline in the share price.

Target $22.05. Neutral.

Citi rates JBH as Buy

In a flash update, Citi points to no surprises for JB Hi-Fi's 3Q26 trading update which was broadly in line with consensus and 2H26 expectations.

JB Hi-Fi Australia's like-for-like sales growth of 2.6% aligned with the January 2.4% growth and the analyst's 2H26 estimate of 2.5% growth.

The Good Guys like-for-like sales were also as expected at 2.5% growth while JB Hi-Fi NZ's like-for-like sales growth slipped to 15.2% from 16.7% in the January trading update.

Cost rises were noted by suppliers while the retail backdrop remains uncertain and competitively challenging. Citi does not expect "material" earnings changes compared to consensus forecasts.

For JB Hi-Fi, target of $85. Buy.

Bell Potter rates LNQ as Speculative Buy

Bell Potter highlights further strong drilling results from Linq Minerals' Dam deposit, extending the high-grade gold-copper core and reinforcing resource growth potential.

The latest hole intersected a broad, high-grade zone, extending strike length to around 400m, with mineralisation remaining open.

The broker highlights ongoing drilling success continues to build scale and consistency, with additional assays pending that could further expand the deposit and act as near-term catalysts.

Bell Potter sees the project as undervalued relative to peers and maintains a Speculative Buy rating with an unchanged $0.90 target.

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

$35.95

05 May
2026

market red arrow -0.340

OPEN

$36.01

market red arrow -0.94%

HIGH

$36.42

3,794,061

LOW

$35.63

TARGET
$35.175-2.2% 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 198.2 248.2 xxx
DPS (cps)xxx 166.0 166.8 xxx
EPS Growthxxx - 9.1% 25.2% xxx
DPS Growthxxx 0.0% 0.5% xxx
PE Ratioxxx N/A 14.9 xxx
Dividend Yieldxxx N/A 4.5% xxx
Div Pay Ratio(%)xxx 83.8% 67.2% xxx

FOLLOW US ON SOCIAL MEDIA

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@Filapek
Rudi Filapek-Vandyck@Filapek
2h
But but but... it's all hype!!!https://t.co/REOnKLxLRG
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi disagrees with Jarden on Westpac $WBC: "WBC reported 1H26 cash earnings of $3,483m, ~2% ahead of CitiE but in-line with VA consensus expectations of $3,500m. "To the extent that consensus has some stale estimates, we note that ~60% of street estimates are sitting below
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Jarden reports Westpac's $WBC H1 result today misses forecasts on key items by -1% or -2%, with statutory profit -5% below market consensus.#banks#investing#XJO#equities#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Federated Hermes: "Unlike the Bears, we are careful to distinguish between price performance and valuation risk. "For instance, the S&P is up roughly 50% over the 4-plus years since the end of 2021, a compounded annual return of nearly 10%. "But, again, this move has been
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
RBC Capital on MinRes $MIN: "Today's announcement will likely be seen as a positive. "The deal delay extends MinRes’ higher equity exposure to lithium earnings through FY26 and 1H FY27, with the step-down from 50% to 35% ownership now deferred. "This supports near-term cash
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Citi on $ANZ Bank: "ANZ reported a 1H26 cash profit of $3,780m, which was ~2.5% ahead of VA consensus. "The beat was driven by lower BDDs, which at $274m were in-line with CitiE but ~30% below consensus given no material CP top-up vs peers. "Minor tweaks to overlays and
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Jarden on Coles Group $COL: "Slight miss driven by other, with food in line. Good start to Q4. "COL talking to an increase in price requests in food and rising fuel costs but nothing quantitative, in contrast to WOW - suggests COL see no need to update market (a positive).
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Citi on Coles Group $COL: "Coles Supermarkets 3Q26 LFL sales came in at 3.6%, in-line with VA consensus (3.5%) but slightly above our 3.1% estimate. "Total Supermarkets sales growth of 4% was slightly ahead of the February trading update (3.7%). Supermarket sales to date in
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
RBC Capital on Coles Group $COL: "Supermarkets printed a modest beat to RBCe and consensus on comp sales with total sales growth ex tobacco holding up relatively well. "Liquor comps sales were very soft, missing RBCe and cons by -2.3% and -2.0%, respectively, reflecting ongoing
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Jarden on $ANZ Bank: "The result - Cash 1H26 NPAT $3,780m, up +70% HoH and vs cons at $3,688m (a +3% beat) and +3% vs JARDe at $3,683m. Statutory 1H26 NPAT $3,650m, up +62% HoH. (cons. = VA consensus) "ANZ has a clear distinctive target to increase RoTE to 12% by FY28 (13% by
FIND FNARENA ON

DAILY FINANCIAL NEWS

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 - Technicals


Management at Bega Cheese has introduced a new five-year plan designed to benefit from supportive industry trends

11:00 AM - Small Caps


The Australian market stumbled over the second half of April as inflation concerns rose with higher energy prices, and the spectre of lower earnings looms

10:30 AM - Australia


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

May 05 2026 - Treasure Chest


Macquarie Group shares are consolidating just below record highs after a strong rally above $230. Fairmont Equities’ Michael Gable is preparing for a breakout above $240

May 05 2026 - Technicals


In the wake of the war in Iran, Woolworths has elected to take a hit on margins rather than push up prices for struggling consumers

May 04 2026 - Australia


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: AI, The Great Market Divider

Momentum in corporate profits locally is sharply different from the US, and today’s Fourth Industrial revolution goes a long way explaining it

10:00 AM

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 06-05-26

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: Chips Soar With AI Trade

A global perspective on what happened overnight

8:55 AM


Today’s Financial Calendar – 06-05-2026

Significant Scheduled Events For 06 May, 2026

8:15 AM


ASX Winners And Losers Of Today – 05-05-26

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

May 05 2026


Australian Broker Call *Extra* Edition – May 05, 2026

Extra Edition of the Broker Call Report

May 05 2026


The Overnight Report: One More Hike And Done?

A global perspective on what happened overnight

May 05 2026


Today’s Financial Calendar – 05-05-2026

Significant Scheduled Events For 05 May, 2026

May 05 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 06-May-2026

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

10:45 AM

Australian Listed Real Estate Tables – 05-05-2026

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

May 05 2026

Uranium Week: Prices Rise, Producers Struggle

Two Australian U308 producers remind the market just how challenging producing uranium can be with Middle East travails not helping

May 05 2026


Weekly Ratings, Targets, Forecast Changes – 01-05-26

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

May 04 2026

Next Week At A Glance – 4-8 May 2026

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

May 01 2026

Weekly Top Ten News Stories – 1 May 2026

Our top ten news stories from 23 April 2026 to 30 April 2026

May 01 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 01-05-26

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

May 01 2026

In Brief: Reliance, Bannerman & Codan

Three companies that touch on three major thematics; US tariffs, the growth in uranium demand and rising geo-political risks to create a mix of the bombed out and too hot too handle (?) stocks.

May 01 2026

The Short Report – 30 Apr 2026

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

Apr 30 2026


9.1K Followers
26.3K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
12h
But but but... it's all hype!!! https://t.co/REOnKLxLRG
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi disagrees with Jarden on Westpac $WBC: "WBC reported 1H26 cash earnings of $3,483m, ~2% ahead of CitiE but in-line with VA consensus expectations of $3,500m. "To the extent that consensus has some stale estimates, we note that ~60% of street estimates are sitting below
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Jarden reports Westpac's $WBC H1 result today misses forecasts on key items by -1% or -2%, with statutory profit -5% below market consensus. #banks #investing #XJO #equities #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Federated Hermes: "Unlike the Bears, we are careful to distinguish between price performance and valuation risk. "For instance, the S&P is up roughly 50% over the 4-plus years since the end of 2021, a compounded annual return of nearly 10%. "But, again, this move has been
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
RBC Capital on MinRes $MIN: "Today's announcement will likely be seen as a positive. "The deal delay extends MinRes’ higher equity exposure to lithium earnings through FY26 and 1H FY27, with the step-down from 50% to 35% ownership now deferred. "This supports near-term cash
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Citi on $ANZ Bank: "ANZ reported a 1H26 cash profit of $3,780m, which was ~2.5% ahead of VA consensus. "The beat was driven by lower BDDs, which at $274m were in-line with CitiE but ~30% below consensus given no material CP top-up vs peers. "Minor tweaks to overlays and
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Jarden on Coles Group $COL: "Slight miss driven by other, with food in line. Good start to Q4. "COL talking to an increase in price requests in food and rising fuel costs but nothing quantitative, in contrast to WOW - suggests COL see no need to update market (a positive).
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Citi on Coles Group $COL: "Coles Supermarkets 3Q26 LFL sales came in at 3.6%, in-line with VA consensus (3.5%) but slightly above our 3.1% estimate. "Total Supermarkets sales growth of 4% was slightly ahead of the February trading update (3.7%). Supermarket sales to date in
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
RBC Capital on Coles Group $COL: "Supermarkets printed a modest beat to RBCe and consensus on comp sales with total sales growth ex tobacco holding up relatively well. "Liquor comps sales were very soft, missing RBCe and cons by -2.3% and -2.0%, respectively, reflecting ongoing
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Jarden on $ANZ Bank: "The result - Cash 1H26 NPAT $3,780m, up +70% HoH and vs cons at $3,688m (a +3% beat) and +3% vs JARDe at $3,683m. Statutory 1H26 NPAT $3,650m, up +62% HoH. (cons. = VA consensus) "ANZ has a clear distinctive target to increase RoTE to 12% by FY28 (13% by
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    06 May 2026   Updated : 20:12   AEDT

    SPI Overnight

    8719.00

    +38.00

    0.44%

    NZ50

    13145.190

    +109.490

    0.840%

    All Ordinaries

    9016.10

    +112.80

    1.27%

    S&P ASX 200

    8793.60

    +113.10

    1.30%

    S&P ASX 300

    8726.80

    +113.30

    1.32%

    Communication Services

    1734.60

    -17.10

    -0.98%

    Consumer Discretionary

    3367.90

    -19.80

    -0.58%

    Consumer Staples

    11792.10

    -102.70

    -0.86%

    Energy

    10708.50

    -223.90

    -2.05%

    Financials

    9697.10

    +226.30

    2.39%

    Health Care

    25213.70

    -226.30

    -0.89%

    Industrials

    8216.80

    +92.20

    1.13%

    Info Technology

    1799.40

    -8.50

    -0.47%

    Materials

    23544.40

    +570.10

    2.48%

    Real Estate

    3595.50

    +21.90

    0.61%

    Utilities

    10405.90

    +14.10

    0.14%

    A-REITs

    1664.80

    +10.30

    0.62%

    All Technology Index

    2833.70

    -17.40

    -0.61%

    Banks

    4206.30

    +123.50

    3.02%

    Gold Index

    16937.50

    +194.90

    1.16%

    Metals & Mining

    8190.90

    +204.60

    2.56%

    Click item/line to change chart

  • Australasia

    06 May 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7260

    +0.01

    1.35%

    AUD/NZD

    1.2162

    0.00

    -0.11%

    NZD/USD

    0.5970

    +0.01

    1.48%

    AUD/JPY

    113.20

    +0.32

    0.28%

    SGD/AUD

    1.09

    -0.01

    -0.61%

    AUD/EUR

    0.6166

    +0.00

    0.62%

    AUD/GBP

    0.5329

    +0.00

    0.76%

    AUDCAD

    0.9867

    +0.01

    1.20%

  • World

    06 May 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7357

    +0.00

    0.14%

    EUR/JPY

    183.59

    -0.63

    -0.34%

    EUR/USD

    1.1774

    +0.01

    0.73%

    GBP/USD

    1.3623

    +0.01

    0.60%

    USD/JPY

    155.93

    -1.66

    -1.05%

    Click item/line to change chart

  • World

    06 May 2026   Updated : 20:12   AEDT

    FTSE100

    10433.12

    +214.01

    2.09%

    DAX30

    25018.62

    +616.92

    2.53%

    Hang Seng

    26213.78

    +315.17

    1.22%

    Nikkei 225

    59513.12

    +228.20

    0.38%

    NZ50

    13145.190

    +109.490

    0.840%

    DJIA

    49298.25

    +356.35

    0.73%

    S&P500

    7259.22

    +58.47

    0.81%

    Nasdaq Comp

    25326.13

    +258.32

    1.03%

    S&P500 VIX

    16.74

    -1.55

    -8.47%

    US 10-year yield

    4.416

    -0.030

    -0.670%

    USD Index

    98.37

    +0.02

    0.02%

  • Aus Stocks

    06 May 2026   Updated : 20:12   AEDT

    Amcor (US)

    37.64

    +0.73

    1.98%

    Newmont (US)

    109.01

    +0.68

    0.63%

    Rio Tinto (UK)

    7675.00

    +298.00

    4.04%

    BHP Group (US)

    79.24

    +1.37

    1.76%

    Rio Tinto (US)

    100.50

    +1.87

    1.90%

    ResMed (US)

    207.88

    -1.55

    -0.74%

    South32 (UK)

    225.00

    +8.80

    4.07%

    James Hardie (US)

    20.15

    +0.27

    1.36%

    Janus Henderson (US)

    51.60

    -0.04

    -0.08%

    Click item/line to change chart

  • Metals & Minerals

    06 May 2026   Updated : 07:17   AEDT

    Gold (oz)

    4567.55

    +40.69

    0.90%

    Silver (oz)

    73.26

    +0.12

    0.17%

    Copper (lb)

    5.9890

    +0.13

    2.21%

    Aluminium (lb)

    1.6224

    +0.03

    1.63%

    Nickel (lb)

    8.7545

    +0.05

    0.60%

    Zinc (lb)

    1.5287

    +0.01

    0.86%

    Copper (t)

    13199.76

    +285.86

    2.21%

    Aluminium (t)

    3575.75

    +57.35

    1.63%

    Nickel (t)

    19295.00

    +115.00

    0.60%

    Zinc (t)

    3369.30

    +28.85

    0.86%

    Uranium (lb) weekly

    86.25

    0.00

    0.00%

    Iron Ore (t)

    108.58

    +0.41

    0.38%

  • Energy

    06 May 2026   Updated : 07:17   AEDT

    West Texas Crude

    102.68

    -2.28

    -2.17%

    Brent Crude

    110.46

    -3.28

    -2.88%

CALENDAR

Wednesday, 6 May 2026
NZ 1Q Unemployment
JP Public Holiday
CH April PMI
EZ March PPI
US April ADP Data
XX Global PMIs
XX UK, EU April PMI
AMCQtrly update
ASXApril update
LNWQtrly update
RIOAGM
Thursday, 7 May 2026
AU March Trade Bal

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$25.43

REAREA GROUP LIMITED

market icon down$174.12

RMDRESMED INC

market icon down$28.78

TNETECHNOLOGY ONE LIMITED

market icon down$27.94

WOWWOOLWORTHS GROUP LIMITED

market icon down$33.85

WEEKLY PDF

Stories To Read From FNArena


WEEK 18
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FNARENA TALKS

FNARENA WINDOWS

Window on DAIRY

Healthy Margins Underpin Bega’s FY31 Targets

Management at Bega Cheese has introduced a new five-year plan designed to benefit from supportive industry trends

11:00 AM


Window on WEALTH MANAGEMENT & INVESTMENTS

Weekly Update On LICs & LITs – 06-May-2026

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

10:45 AM


Window on AGRICULTURE

Treasure Chest: GrainCorp

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

May 05 2026


GEN AI

The Great Rotation: End Of Easy Compounding

As AI is creating a new world, financial markets are poised for change too, and well-diversified, active managers might find themselves in the new sweet spot, T. Rowe Price argues

May 04 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