FINANCIAL NEWS

The Overnight Report: Whiplash Rebound

A global perspective on what happened overnight

8:36 AM


Today’s Financial Calendar – 10-03-2026

Significant Scheduled Events For 10 March, 2026

8:15 AM


ASX Winners And Losers Of Today – 09-03-26

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

Mar 09 2026


Australian Listed Real Estate Tables – 09-03-2026

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

Mar 09 2026


Dicker Data Counts On IT Spending, Data Centres

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Mar 09 2026


Citi rates CGF as Buy

Citi reviews ASX-listed diversified financials and expects the Iran conflict to prove relatively short-lived, with markets likely returning to a risk-on stance.

The broker believes investor focus should soon shift back to sector fundamentals as geopolitical volatility fades and risk appetite rebuilds across equity markets.

Excluding non-banks, the analysts' order of preference is Challenger, AMP ((AMP)), Generation Development ((GDG)) and Computershare ((CPU)), all carrying Buy ratings.

Neutral-rated Perpetual ((PPT) and ASX ((ASX)) rank lower in the broker’s order of preference.

The $10 target is retained for Challenger.

Bell Potter rates NIC as Buy

Nickel Industries faces rising sulphur costs following the Middle East conflict, Bell Potter notes, with sulphur prices rising to US$500/t from around US$250/t.

A doubling in sulphur prices cuts the broker's 2026 earnings (EBITDA) forecast by around -15% to US$571m.

The company's diversified operations limit risk, highlight the analysts, with Hengjaya Mine and Rotary Kiln Electric Furnace production not exposed to sulphur input costs.

The broker notes a 5% nickel price increase (not yet included in forecasts) linked to supply concerns would offset higher sulphur costs and lift earnings around 4% above the base case.

Bell Potter retains a Buy rating and target of $1.45.

Morgan Stanley rates RHC as Underweight

Post quantitative guidance from UK peer Spire Healthcare, Morgan Stanley lowers Ramsay Health Care's earnings forecasts for UK hospital operations, which results in group EPS estimates slipping -3.6% for FY26.

UK competitor Spire indicated guidance for UK NHS revenue to fall by -25% y/y due to reduced activity. Committed funding for 2Q-4Q2026 remains unconfirmed, with Spire anticipating a fall of around -5% to -10% y/y.

For Ramsay, UK NHS volumes are circa 75% of total admissions for the operator in FY26.

Target price slips to $35.60 from $35.70. No change in Underweight rating. In-Line industry view.

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

$37.64

06 Mar
2026

market red arrow -0.130

OPEN

$37.11

market red arrow -0.34%

HIGH

$37.64

3,651,609

LOW

$37.10

TARGET
$36.792-2.3% 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 198.2 251.0 xxx
DPS (cps)xxx 166.0 168.0 xxx
EPS Growthxxx - 9.1% 26.7% xxx
DPS Growthxxx 0.0% 1.2% xxx
PE Ratioxxx N/A 14.7 xxx
Dividend Yieldxxx N/A 4.6% xxx
Div Pay Ratio(%)xxx 83.8% 66.9% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
9h
I am not a trader, and most likely never will be, so I can only imagine the adrenaline rush that ruled markets overnight. At my age, I get tired by simply thinking about it 😉
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
So glad I am not dealing with this type of client interaction. Humans! 😉 https://t.co/xIMYQgM6RQ
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
@Filapek
Rudi Filapek-Vandyck@Filapek
4d
RBC Capital on Qantas Airways $QAN: "We upgrade Qantas (QAN) to Outperform (from Sector Perform) given the ~20% pull-back, post (i) its 1H26 result, and (ii) the outbreak of war in the Middle East. "In our view, QAN earnings remain defensible, given its (i) negligible direct
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
Morgans on Endeavour Group $EDV: "There were no major surprises in EDV’s 1H26 result following the company’s trading update in January. "While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed
@Filapek
Rudi Filapek-Vandyck@Filapek
5d
RBC Capital on Endeavour Group $EDV: "sales was pre released, and group earnings were pre released within a tight range on the 13th of January. "Broadly, reported 1H26 results have come in on the upper end of the guidance range given on the 13th. "Focus of the result will
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Count me in! 😇👍🤟👇👇👆 https://t.co/5VVsaVApNA
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Very apposite 😉 https://t.co/mEo9eMOAiX
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Moelis on Capstone Copper $CSC: "FY26 Result First Take: Solid result - better than us at EBITDA "At first glance, the EBITDA result (arguably where it matters most for a mining company) appears better than our estimate for FY25, suggesting a healthy 4Q result to close out the
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
RBC Capital on Life360 $360: "A very solid result from 360 with the company beating expectations despite pre-guiding in January. "An EBITDA beat of c.6% over the full year was an 18% 4Q beat. "Guidance for FY26 looks modestly ahead of consensus with revenue composition higher
FIND FNARENA ON

DAILY FINANCIAL NEWS

Dicker Data Counts On IT Spending, Data Centres

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Mar 09 2026 - Small Caps


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

Mar 07 2026 - Australia


Interim results and the outlook for Breville Group exceeded market expectations as revenue growth accounts for the negative margin impact from tariffs

Mar 06 2026 - Australia


Index membership shapes how institutional money flows, determines which analysts cover a stock, and creates predictable trading patterns that informed investors can anticipate

Mar 06 2026 - FYI


FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Mar 05 2026 - Australia


Pexa Group substantially beat first half forecasts and analysts laud pending growth opportunities both in Australia and the UK

Mar 05 2026 - Australia


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RUDI'S VIEWS

Rudi’s View: A Season Of Large Cap Winners

Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news

Mar 04 2026

DAILY MARKET REPORTS

The Overnight Report: Whiplash Rebound

A global perspective on what happened overnight

8:36 AM


Today’s Financial Calendar – 10-03-2026

Significant Scheduled Events For 10 March, 2026

8:15 AM


ASX Winners And Losers Of Today – 09-03-26

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

Mar 09 2026


Australian Broker Call *Extra* Edition – Mar 09, 2026

Extra Edition of the Broker Call Report

Mar 09 2026


The Monday Report – 09 March 2026

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead

Mar 09 2026


Today’s Financial Calendar – 09-03-2026

Significant Scheduled Events For 09 March, 2026

Mar 09 2026


ASX Winners And Losers Of Today – 06-03-26

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

Mar 06 2026


WEEKLY REPORTS

Australian Listed Real Estate Tables – 09-03-2026

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

Mar 09 2026

Weekly Ratings, Targets, Forecast Changes – 06-03-26

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

Mar 09 2026

Next Week At A Glance – 9-13 Mar 2026

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

Mar 06 2026


Weekly Top Ten News Stories – 6 March 2026

Our top ten news stories from 26 February 2026 to 05 March 2026

Mar 06 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 06-03-26

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

Mar 06 2026

In Brief: Arafura, BetMakers & Rivco

A burgeoning rare earths player with a balanced risk/reward profile joins BetMakers’ increasing operational leverage and Australia’s only water utility resetting the dividend dial

Mar 06 2026


The Short Report – 05 Mar 2026

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

Mar 05 2026

Weekly Update On LICs & LITs – 03-Mar-2026

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

Mar 03 2026

Uranium Week: Prices Reset Lower In February

The U308 spot market price retreated over February, but remains up almost 32% over the year past as term demand advances

Mar 03 2026


9.1K Followers
26.1K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1h
I am not a trader, and most likely never will be, so I can only imagine the adrenaline rush that ruled markets overnight. At my age, I get tired by simply thinking about it 😉
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
So glad I am not dealing with this type of client interaction. Humans! 😉 https://t.co/xIMYQgM6RQ
@Filapek
Rudi Filapek-Vandyck @Filapek
4d
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
RBC Capital on Qantas Airways $QAN: "We upgrade Qantas (QAN) to Outperform (from Sector Perform) given the ~20% pull-back, post (i) its 1H26 result, and (ii) the outbreak of war in the Middle East. "In our view, QAN earnings remain defensible, given its (i) negligible direct
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
Morgans on Endeavour Group $EDV: "There were no major surprises in EDV’s 1H26 result following the company’s trading update in January. "While EDV continues to work on its refreshed strategy with further details to be provided at an investor day on 27 May, management confirmed
@Filapek
Rudi Filapek-Vandyck @Filapek
5d
RBC Capital on Endeavour Group $EDV: "sales was pre released, and group earnings were pre released within a tight range on the 13th of January. "Broadly, reported 1H26 results have come in on the upper end of the guidance range given on the 13th. "Focus of the result will
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
Count me in! 😇👍🤟👇👇👆 https://t.co/5VVsaVApNA
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
Very apposite 😉 https://t.co/mEo9eMOAiX
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
Moelis on Capstone Copper $CSC: "FY26 Result First Take: Solid result - better than us at EBITDA "At first glance, the EBITDA result (arguably where it matters most for a mining company) appears better than our estimate for FY25, suggesting a healthy 4Q result to close out the
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
RBC Capital on Life360 $360: "A very solid result from 360 with the company beating expectations despite pre-guiding in January. "An EBITDA beat of c.6% over the full year was an 18% 4Q beat. "Guidance for FY26 looks modestly ahead of consensus with revenue composition higher
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    10 March 2026   Updated : 09:12   AEDT

    SPI Overnight

    8751.00

    +184.00

    2.15%

    NZ50

    13244.430

    +145.600

    1.110%

    All Ordinaries

    8823.60

    -261.50

    -2.88%

    S&P ASX 200

    8599.00

    -252.00

    -2.85%

    S&P ASX 300

    8538.30

    -251.60

    -2.86%

    Communication Services

    1699.10

    -32.80

    -1.89%

    Consumer Discretionary

    3461.30

    -77.20

    -2.18%

    Consumer Staples

    12303.60

    -278.50

    -2.21%

    Energy

    10474.20

    +170.40

    1.65%

    Financials

    9433.80

    -198.70

    -2.06%

    Health Care

    28580.70

    -956.30

    -3.24%

    Industrials

    8052.80

    -305.30

    -3.65%

    Info Technology

    1752.90

    -87.70

    -4.76%

    Materials

    22064.30

    -1118.60

    -4.83%

    Real Estate

    3440.00

    -84.30

    -2.39%

    Utilities

    9882.70

    -118.50

    -1.18%

    A-REITs

    1584.30

    -38.30

    -2.36%

    All Technology Index

    2790.50

    -108.40

    -3.74%

    Banks

    4252.00

    -82.70

    -1.91%

    Gold Index

    18771.30

    -1026.00

    -5.18%

    Metals & Mining

    7629.50

    -384.70

    -4.80%

    Click item/line to change chart

  • Australasia

    10 March 2026   Updated : 09:12   AEDT

    AUD/USD

    0.7081

    +0.01

    1.27%

    AUD/NZD

    1.1931

    +0.01

    0.46%

    NZD/USD

    0.5935

    +0.00

    0.83%

    AUD/JPY

    111.61

    +0.75

    0.67%

    SGD/AUD

    1.11

    -0.01

    -0.73%

    AUD/EUR

    0.6084

    +0.00

    0.41%

    AUD/GBP

    0.5267

    +0.00

    0.34%

    AUDCAD

    0.9615

    +0.01

    1.30%

  • World

    10 March 2026   Updated : 09:12   AEDT

    CAD/USD

    0.7366

    0.00

    0.00%

    EUR/JPY

    183.51

    +0.58

    0.32%

    EUR/USD

    1.1640

    +0.01

    0.89%

    GBP/USD

    1.3445

    +0.01

    0.96%

    USD/JPY

    157.69

    -0.88

    -0.55%

    Click item/line to change chart

  • World

    10 March 2026   Updated : 09:12   AEDT

    FTSE100

    10249.52

    -35.23

    -0.34%

    DAX30

    23409.37

    -181.66

    -0.77%

    Hang Seng

    25408.46

    -348.83

    -1.35%

    Nikkei 225

    52728.72

    -2892.12

    -5.20%

    NZ50

    13244.430

    +145.600

    1.110%

    DJIA

    47740.80

    +239.25

    0.50%

    S&P500

    6795.99

    +55.97

    0.83%

    Nasdaq Comp

    22695.95

    +308.27

    1.38%

    S&P500 VIX

    25.50

    -3.99

    -13.53%

    US 10-year yield

    4.136

    +0.003

    0.070%

    USD Index

    98.72

    -0.27

    -0.27%

  • Aus Stocks

    10 March 2026   Updated : 09:12   AEDT

    Amcor (US)

    42.30

    -0.99

    -2.29%

    Newmont (US)

    116.96

    +0.67

    0.58%

    Rio Tinto (UK)

    6577.00

    -172.00

    -2.55%

    BHP Group (US)

    72.89

    +1.06

    1.48%

    Rio Tinto (US)

    90.35

    +0.14

    0.16%

    ResMed (US)

    252.93

    +0.06

    0.02%

    South32 (UK)

    227.00

    -2.50

    -1.09%

    James Hardie (US)

    21.43

    +0.28

    1.32%

    Janus Henderson (US)

    51.22

    -0.14

    -0.27%

    Click item/line to change chart

  • Metals & Minerals

    10 March 2026   Updated : 07:57   AEDT

    Gold (oz)

    5147.01

    -11.69

    -0.23%

    Silver (oz)

    87.06

    +2.74

    3.25%

    Copper (lb)

    5.9023

    +0.10

    1.64%

    Aluminium (lb)

    1.5356

    -0.02

    -1.21%

    Nickel (lb)

    7.8022

    0.00

    -0.02%

    Zinc (lb)

    1.5088

    +0.01

    0.71%

    Copper (t)

    13000.96

    +202.33

    1.58%

    Aluminium (t)

    3384.45

    -41.45

    -1.21%

    Nickel (t)

    17196.00

    -4.00

    -0.02%

    Zinc (t)

    3325.50

    +23.45

    0.71%

    Uranium (lb) weekly

    85.00

    0.00

    0.00%

    Iron Ore (t)

    102.90

    +0.99

    0.97%

  • Energy

    10 March 2026   Updated : 07:57   AEDT

    West Texas Crude

    84.37

    -6.53

    -7.18%

    Brent Crude

    88.31

    -4.38

    -4.73%

CALENDAR

Tuesday, 10 March 2026
AU NAB Business survey (Feb)
AU Westpac Consumer Confidence
JP Q4 GDP
CH Feb Trade Bal
US Feb NFIB
ADHex-div 5.5c (100%)
BRIex-div 2.00c (100%)
COGex-div 3.50c (100%)
COLex-div 41.00c (100%)
CSLex-div 183.75c
DSKex-div 4.00c (100%)
GDGex-div 1.00c (100%)
HITex-div 4.50c (100%)

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$25.84

REAREA GROUP LIMITED

market icon down$168.88

RMDRESMED INC

market icon down$34.99

TNETECHNOLOGY ONE LIMITED

market icon down$26.32

WOWWOOLWORTHS GROUP LIMITED

market icon down$34.99

WEEKLY PDF

Stories To Read From FNArena


WEEK 9
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WEEK 8
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WEEK 5
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FNARENA TALKS

FNARENA WINDOWS

Window on REITS

Australian Listed Real Estate Tables – 09-03-2026

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

Mar 09 2026


Window on HARDWARE & EQUIPMENT

Dicker Data Counts On IT Spending, Data Centres

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Mar 09 2026


Window on BANKS

Banks Outperformed In February. What’s Next?

Australia’s major banks solidly outperformed the index during February following surprisingly positive trading updates. Can the trend continue?

Mar 09 2026


GEN AI

Dicker Data Counts On IT Spending, Data Centres

FY25 results for Dicker Data slightly disappointed investors, mainly due to a new dividend payout strategy, but management anticipates significant AI-related growth opportunities

Mar 09 2026


FEATURE STORIES

Banks Outperformed In February. What’s Next?

Australia’s major banks solidly outperformed the index during February following surprisingly positive trading updates. Can the trend continue?

Mar 09 2026