Next Week At A Glance – 14-18 Sep 2026

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This story features STANMORE RESOURCES LIMITED, and other companies.
For more info SHARE ANALYSIS: SMR
The company is included in ASX300 and ALL-ORDS

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

For a more comprehensive preview of next week’s events, please refer to “The Monday Report”, published each Monday morning. For all economic data release dates, ex-div dates and times and other relevant information, please refer to the FNArena Calendar.

• It never rains but it pours. Barring a much better-than-expected US August CPI print to be announced Friday US time, September is looking like the well-flagged risk-off month, albeit thus far, the bond market reactions have been more pronounced than equities. The S&P500 is only down some -3% from its May highs, going into next week’s FOMC meeting.
• Digging into the suite of unwanted inflationary impulses, the Middle East War continues, and US officials have indicated this could go on until 2029. Oil prices are back over US$100/bbl and, with China apparently back in the market as a buyer and supply pressures only mounting, respite seems unlikely any time soon.
• President Trump has flagged high oil prices until after the mid-terms in November.
• Bond yields globally are rising, acting as a dead weight on asset valuations, including equities.
• Back home, the Australian market has remained under pressure all week. Post commentary from the RBA’s Sarah Hunter, Assistant Governor, and Andrew Hauser, Deputy Governor, the prospect of more RBA rate hikes against stubborn inflation is back on the cards.
• Citi just upgraded its expectations for two more RBA rate hikes this year, lifting the terminal rate to 4.85%. The change is due to stubborn inflation from supply constraints, a tight labour market and elevated services inflation. The first rate cut is now pushed out to 4Q2027.
• Even the RBA doves at Westpac have now reinstated a 25bp November hike, believing the Board will prefer to wait for confirmation from the full September quarter inflation data before revising forecasts and pulling the trigger.
• The market is pricing in around an 80% chance of a 25bp hike at the September 29 RBA Board meeting. A cumulative 55bp of RBA rate hikes are priced in between now and March 2027.
• Business confidence slipped further into negative territory this week to August 8, with Westpac noting weaker profitability was the main factor, falling to its lowest level in years as firms “grappled with softer demand”.
• The ASX200 is off over -3% in the last five days, with InfoTech down over -7%, Consumer Discretionary off -4%, as well as Materials, down -4%. The only sectoral green on screen has been Energy, up over 3%, and Utilities, up some 0.5%.
• Although the expected weakness in September and the run-up to the US mid-terms were well flagged, it never makes the investor experience pleasant. But, at some point, sentiment will become just too bearish, requiring, at least for now, some patience and resilience. “Know your stocks”.

The team at FNArena wishes you a great weekend.

Corporate news in the week that was:

• Stanmore Resources ((SMR)) has agreed to acquire Exxaro’s Moranbah South coal assets in Queensland for US$105m
• Peter Warren Automotive Holdings ((PWR)) has received ACCC approval for its acquisition of Wakeling Automotive after agreeing to divest eight dealership sites to address competition concerns
• Private equity firms are preparing bids for Pickles in a sale process expected to value the auction and vehicle services group at more than $1.5bn, after Ritchie Bros exited the auction
• Bain Capital is preparing a $1bn-plus bid for Blackstone-owned clinical trials business Nucleus Network
• Continental is preparing to select the winning bidder for Australian automotive services chain mycar after receiving final offers
• Roc Partners has emerged as a rival bidder for Pacific Current Group ((PAC)), challenging the board over its handling of River Capital’s competing takeover proposal
• EQT has bid for Sydney-based data centre supplier Parratech at a valuation above $1bn, with other potential buyers remaining in the sale process
• Bankers are sounding out potential buyers for the $1bn-plus Viscount Pooling business, despite owner Raphael Geminder maintaining the company is not for sale
• Country Road Group is facing renewed $1bn-plus sale speculation as South African parent Woolworths Holdings undertakes a strategic review of its portfolio
• Private equity firms are again circling Healius ((HLS)), with the pathology group’s depressed $330m market valuation attracting takeover interest
• Fashion group Aje is testing interest from private equity and family offices in a stake sale to help fund its international expansion
• Canva is stepping up preparations for a potential US IPO in 2027, expanding its public markets and investor relations capabilities
• Ingenia Communities ((INA)) rejected Warburg Pincus’ takeover proposal and is sticking with its planned acquisition of Peet ((PPC))
• Austal ((ASB)) confirmed preliminary discussions with US-based Wildcat Infrastructure over its US business, potentially creating competition for Hanwha’s existing $1.7bn offer, although no proposal has yet been received
• Macquarie Asset Management ((MQG)) agreed to acquire Aware Super’s 50% stake in Victoria’s land titles registry SERV for around $4bn
• Macquarie Asset Management ((MQG)) has opted against making a standalone bid for Stack Infrastructure’s $28bn-plus Asia-Pacific data centre portfolio as the auction moves through first-round offers
• Canadian pension fund OPTrust appointed Lazard Australia to explore the sale of electricity retailer Flow Power, with indicative bids expected in around four weeks
• AUB Group ((AUB)) is again the subject of private equity takeover speculation following former suitor EQT’s $2.8bn investment in insurance broker McGill and Partners, although no fresh approach for AUB has emerged
• Pacific Equity Partners and other shareholders in Opal HealthCare are considering a potential sale amid strong valuations and renewed private equity interest in the aged-care sector
• Tribeca Investment Partners is seeking cornerstone investors for a proposed $250m credit LIT, targeting an ASX listing by the end of October
• Barings launched an $86.25m capital raising for its ASX-listed Gryphon Capital Income Trust ((GCI))
• Santos ((STO)) is increasing its interest in the US$14bn Papua LNG project as TotalEnergies reduces its stake to 20%, leaving Santos as the second-largest foreign partner behind ExxonMobil
•  Jio Platforms is preparing to begin global investor marketing for a targeted November IPO, which could rank among India’s largest-ever listings
• Corporate Travel Management ((CTD)) founder and former CEO Jamie Pherous has increased his stake in the company following an -86% collapse in the share price
• Ghanda founder Josh Rudd has acquired a 6.18% stake in KMD Brands ((KMD)) as the Kathmandu and Rip Curl owner continues to attract takeover interest
• Brookfield is seeking investment committee approval to progress its potential acquisition of Colonial First State from KKR and Commonwealth Bank ((CBA)), with the wealth manager valued at more than $5bn and final due diligence expected to follow
• Sembcorp has launched a process to sell a stake in Alinta Energy’s planned $1.5bn-plus, 550MW Marri wind farm in Western Australia
• Cricket Australia has cleared state associations to sell substantial stakes in Big Bash League teams to private investors, opening the way for franchise transactions including a planned sale of the Melbourne Renegades
• Warburg Pincus has emerged as the frontrunner in the circa $1bn auction for Apax-owned Pickles Auctions, ahead of private equity rivals PEP, EQT and Blackstone
• KKR is preparing a potential $3bn-plus sale of Arnott’s, with an investment banking adviser expected to be appointed within weeks and Mondelez identified as a potential strategic buyer
• Firmus is preparing to restart IPO discussions with investors after securing OpenAI as an anchor customer, while shifting a greater proportion of its AI infrastructure expansion from Australia to Malaysia
• Wildcat Infrastructure offers US$1.25bn–US$1.35bn for Austal’s ((ASB)) US business, topping Hanwha’s US$1.2bn proposal
• Goldman Sachs Alternatives agrees to acquire a controlling stake in NOJA Power from Ellerston Capital at a valuation of more than $1bn
• PEP emerges as the exclusive bidder for Perth Radiological Clinic while separately continuing to pursue QScan
• BCAL Diagnostics is pursuing a three-way merger with Genetic Signatures ((GSS)) and Sonic Healthcare-backed Microba Life Sciences ((MAP))
• Beach Energy ((BPT)) is reportedly in talks to take majority ownership and operatorship of Elixir Energy’s core Taroom Trough gas acreage in Queensland
• Ausbil CIO Paul Xiradis backs Firmus Technologies’ $280m pre-IPO raising after making an earlier personal investment in the Australian neocloud company
• Alceon Private Equity invests in Australian AI implementation business Engage Squared, the first investment from its $100m PE Access Fund
• NextDC ((NXT)) launches a $1.1bn convertible notes raising to fund its expanding Australian data centre development pipeline and strengthen liquidity
• Google plans to invest EUR13bn in Finnish data centres and clean energy infrastructure, including three new data centres and long-term nuclear power purchases
• Morgan Stanley launches separate sale processes for National Dental Care and Dental Boutique, with each Australian dental group expected to attract a valuation above $500m
• M Resources submits a non-binding indicative bid for Pacific National’s coal haulage business
• Intellihub is evaluating a potential acquisition of Australian EV charging network Evie Networks
• Eagers Automotive ((APE)) agrees to acquire a 50% stake in luxury car dealer Zagame Automotive
• Lingbao Gold agrees to acquire St Barbara’s ((SBM)) 40% stake in PNG’s Simberi gold asset for $453m
• Tokio Marine steps up exploratory work on a potential $20bn-plus acquisition of Insurance Australia Group ((IAG)) or Suncorp Group ((SUN))
• Mirova establishes an Australian private assets team to originate energy-transition deals, targeting around 10% of its EUR2bn fund for investments in Australia and New Zealand
• Rixon Capital writes its $15m loan to collapsed Aspire42 down to zero
• Tribeca Investment Partners pauses its planned $250m ASX-listed credit LIT

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