Daily Market Reports | Feb 03 2026
This story features AMP LIMITED, and other companies.
For more info SHARE ANALYSIS: AMP
The company is included in ASX100, ASX200, ASX300 and ALL-ORDS
An additional news report on the recommendation, valuation, forecast and opinion changes and updates for ASX-listed equities.
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COMPANIES DISCUSSED IN THIS ISSUE
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The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
AMP APX AYA CMM (2) IGO (2) KCN MIN MND NIC PRU RMS SKC
AMP AMP LIMITED
Wealth Management & Investments – Overnight Price: $1.67
Jarden rates ((AMP)) as Neutral (3) –
Jarden flags higher costs as AMP steps up investment to scale AMP Bank Go, with maiden 2026 controllable cost guidance of -$630m–640m implying around a 14% increase in bank costs y/y, while the rest of the group tracks inflation.
The broker sees competitive deposit markets risking elevated costs beyond 2027, despite strategic optionality from a larger bank, and argues incremental capital may be better directed to the faster-growing Platform division.
Earnings forecasts lowered by -4.0% in 2026 and -6.2% in 2027. No change to Neutral rating. Target slips to $1.85 from $1.95.
This report was published on January 29, 2026.
Target price is $1.85 Current Price is $1.67 Difference: $0.18
If AMP meets the Jarden target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $2.03, suggesting upside of 21.6%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Jarden forecasts a full year FY25 EPS of 11.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.65.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.0, implying annual growth of 55.1%.
Current consensus DPS estimate is 4.0, implying a prospective dividend yield of 2.4%.
Current consensus EPS estimate suggests the PER is 15.2.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 11.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.15.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 12.2, implying annual growth of 10.9%.
Current consensus DPS estimate is 5.7, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 13.7.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
APX APPEN LIMITED
IT & Support – Overnight Price: $1.68
Canaccord Genuity rates ((APX)) as Speculative Buy (1) –
Canaccord Genuity highlights an earnings (EBITDA) beat in 4Q for Appen, driven by an impressive 46% gross margin, which exceeded expectations and lifted 2025 earnings (EBITDA) well above forecast.
The broker notes Appen’s business in China continues to outperform, now reported as a standalone segment, with 81% y/y growth in 4Q and annualised revenue exiting 2025 at US$135m.
Global revenue showed seasonal recovery supported by faster-than-expected generative AI work.
A growing pipeline of generative AI contracts, including productisation into consumer apps, expert video editing, robotics simulation and multi-speaker voice model training, underpins revenue momentum into 2026, according to the analyst.
Canaccord upgrades its 2026 EBITDA forecast to US$20.6m from US$13.3m on a higher gross margin assumption of 41%, noting strong cash generation with US$59.8m exiting 2025.
The broker reiterates its Speculative Buy rating and lifts its target to $1.80 from $1.60.
This report was published on January 29, 2026.
Target price is $1.80 Current Price is $1.68 Difference: $0.12
If APX meets the Canaccord Genuity target it will return approximately 7% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 7.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 21.83.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 5.08 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.07.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AYA ARTRYA LIMITED
Medical Equipment & Devices – Overnight Price: $4.55
Petra Capital rates ((AYA)) as Buy (1) –
Petra Capital considers 2026 will be a “watershed” year for Artrya amid expectations for FDA clearance of its third Salix Coronary Flow module.
The ramp up of the revenue profile will be dependent on how fast SAPPHIRE participants are commercialised, and the broker warns there is a risk market expectations are set too high.
A conservative outlook has been adopted, whereby these customers are expected to contribute to revenue from FY28. Target is $6.27, raised from $3.51 with Buy rating retained.
This report was published on February 2, 2026.
Target price is $6.27 Current Price is $4.55 Difference: $1.72
If AYA meets the Petra Capital target it will return approximately 38% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 13.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 32.97.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 4.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 110.98.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CMM CAPRICORN METALS LIMITED
Gold & Silver – Overnight Price: $13.65
Canaccord Genuity rates ((CMM)) as Buy (1) –
A solid December quarter reinforced operational consistency at Capricorn Metals, with production of 30.5koz and AISCs of $1,627/oz tracking Canaccord Genuity’s expectations, and sales of 31.7koz at $6,333/oz generated $201m in revenue.
Mining rates at Karlawinda remained steady as pre-stripping advances the expansion project, with commissioning on schedule for SepQ 2026 and steady-state production targeted by mid FY27.
Management reiterated FY26 guidance at the upper end of 115-125koz with AISCs of A$1,530-1,630/oz, growth capex unchanged.
Buy rated. Target rises to $17.95 from $16.75.
This report was published on January 29, 2026.
Target price is $17.95 Current Price is $13.65 Difference: $4.3
If CMM meets the Canaccord Genuity target it will return approximately 32% (excluding dividends, fees and charges).
Current consensus price target is $17.83, suggesting upside of 30.6%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 68.6, implying annual growth of 85.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 19.9.
Forecast for FY27:
Current consensus EPS estimate is 93.6, implying annual growth of 36.4%.
Current consensus DPS estimate is 4.0, implying a prospective dividend yield of 0.3%.
Current consensus EPS estimate suggests the PER is 14.6.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((CMM)) as Neutral (3) –
Jarden observes Capricorn Metals remains on track to deliver toward the upper end of FY26 guidance of 115–125koz, with December quarter production of 30.5koz and AISC of $1,627/oz within range, despite softer throughput and grades.
Record operating cash flow of $122m lifted cash and gold to $457m, with the broker highlighting the miner’s unhedged exposure as supportive in the current gold price environment.
Progress continues on permitting at Mt Gibson, with Jarden expecting final Federal and State approvals by JunQ’26, underpinning first mining in FY27 and first gold in early FY28.
Following the Warriedar acquisition, group resources have expanded to 8.1Moz, reinforcing Capricorn’s long-term growth profile, though commentary suggests approval timing remains the key risk.
Jarden retains a Neutral rating and $11.00 target.
This report was published on January 30, 2026.
Target price is $11.00 Current Price is $13.65 Difference: minus $2.65 (current price is over target).
If CMM meets the Jarden target it will return approximately minus 19% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $17.83, suggesting upside of 30.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 64.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 68.6, implying annual growth of 85.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 19.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 68.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.99.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 93.6, implying annual growth of 36.4%.
Current consensus DPS estimate is 4.0, implying a prospective dividend yield of 0.3%.
Current consensus EPS estimate suggests the PER is 14.6.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
IGO IGO LIMITED
Nickel – Overnight Price: $8.43
Canaccord Genuity rates ((IGO)) as Buy (1) –
December quarter production was broadly in line at Greenbushes and Nova, but earnings (EBITDA) of $30m missed expectations due to a -$51m loss at Kwinana, notes Canaccord Genuity.
The broker highlights unplanned shutdowns, high operating costs and discounted hydroxide sales at Kwinana offsetting a recovery at Greenbushes, where SC6 production rose 10% q/q but realised pricing lagged.
Canaccord maintains Buy while trimming its target to $9.80 from $10.10.
This report was published on January 29, 2026.
Target price is $9.80 Current Price is $8.43 Difference: $1.37
If IGO meets the Canaccord Genuity target it will return approximately 16% (excluding dividends, fees and charges).
Current consensus price target is $8.54, suggesting upside of 1.3%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 10.0, implying annual growth of N/A.
Current consensus DPS estimate is 0.3, implying a prospective dividend yield of 0.0%.
Current consensus EPS estimate suggests the PER is 84.3.
Forecast for FY27:
Current consensus EPS estimate is 55.6, implying annual growth of 456.0%.
Current consensus DPS estimate is 9.7, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 15.2.
Market Sentiment: -0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((IGO)) as Neutral (3) –
Jarden describes IGO Ltd’s 2Q26 as more of the same, with Greenbushes recovering operationally but tracking the bottom end of FY26 guidance, leaving production and cost risks elevated.
Material cash generation at group level remains unlikely in FY26, with Nova free cash flow largely absorbed by corporate costs and Kwinana continuing to burn cash, which Jarden estimates could total around -$200m in FY26.
The broker again flags the absence of a clear timeline for the Greenbushes optimisation study and questions the value of the corporate structure as Nova approaches closure in late calendar 2026.
Jarden retains a Neutral rating and a $5.15 target.
This report was published on January 29, 2026.
Target price is $5.15 Current Price is $8.43 Difference: minus $3.28 (current price is over target).
If IGO meets the Jarden target it will return approximately minus 39% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $8.54, suggesting upside of 1.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 11.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 75.27.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.0, implying annual growth of N/A.
Current consensus DPS estimate is 0.3, implying a prospective dividend yield of 0.0%.
Current consensus EPS estimate suggests the PER is 84.3.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 22.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 37.30.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 55.6, implying annual growth of 456.0%.
Current consensus DPS estimate is 9.7, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 15.2.
Market Sentiment: -0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
KCN KINGSGATE CONSOLIDATED LIMITED
Gold & Silver – Overnight Price: $5.79
Moelis rates ((KCN)) as Downgrade to Hold from Buy (3) –
Kingsgate Consolidated’s “relaunch” is now complete, Moelis notes. Production and costs were in line with forecasts in the second quarter buoyed by strong price momentum for both gold and silver.
The stock is now considered fairly valued and the broker observes the market has now “accepted” the business back into the “institutional equity playing field”.
Buying the stock at current levels requires two things, Moelis asserts, of which there is little visibility; the gold price or the next development in the corporate strategy.
Rating is downgraded to Hold from Buy pending either a lower share price or a higher price target. Target is $6.50, increased slightly from $6.45.
This report was published on January 30, 2026.
Target price is $6.50 Current Price is $5.79 Difference: $0.71
If KCN meets the Moelis target it will return approximately 12% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 79.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.31.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 101.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.71.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MIN MINERAL RESOURCES LIMITED
Iron Ore – Overnight Price: $56.32
Jarden rates ((MIN)) as Sell (5) –
Jarden highlights another strong operating quarter, with meaningful balance sheet repair as net debt fell by around -$450m to $4.9bn and a further circa $1.0bn post-tax inflow expected from the POSCO lithium JV, assuming conditions precedent are met.
Lithium guidance was upgraded by around 17% at both Wodgina and Mt Marion following a strong 1H, with Jarden lifting FY26 forecasts again and flagging potential restarts, including opportunistic running of three concentrators at Wodgina and a Bald Hill restart study.
Onslow continued to perform at nameplate, with shipments and costs beating expectations, while lithium price realisations again led the sector.
The analyst lifts FY26 earnings (EBITDA) forecasts by 6%. Target rises to $21.70 from $20. No change to Sell rating.
This report was published on January 29, 2026.
Target price is $21.70 Current Price is $56.32 Difference: minus $34.62 (current price is over target).
If MIN meets the Jarden target it will return approximately minus 61% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $60.58, suggesting upside of 7.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 308.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.24.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 261.6, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 21.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 100.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 56.32.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 276.3, implying annual growth of 5.6%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 20.4.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MND MONADELPHOUS GROUP LIMITED
Mining Sector Contracting – Overnight Price: $30.79
Jarden rates ((MND)) as Overweight (2) –
Jarden expects a strong 1H26 result for Monadelphous Group with revenue guidance of approximately $1.5bn marking the highest first half since 1H14 and reflecting a ramp-up in engineering & construction activity alongside successful bolt-on M&A.
The broker sees scope for upside surprise at the margin level as labour inflation moderates and productivity improves, forecasting underlying earnings (EBITDA) of $103m, modestly ahead of consensus.
The analyst rises EPS forecasts by 11% in FY26 and 19% in FY27–FY28 as Jarden elongates the engineering & construction cycle and assumes improved conversion into maintenance & industrial work.
The 12-month target price was lifted to $31.70 from $21.50 and an Overweight rating is maintained.
This report was published on January 29, 2026.
Target price is $31.70 Current Price is $30.79 Difference: $0.91
If MND meets the Jarden target it will return approximately 3% (excluding dividends, fees and charges).
Current consensus price target is $29.75, suggesting downside of -3.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 76.30 cents and EPS of 98.50 cents.
At the last closing share price the estimated dividend yield is 2.48%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 31.26.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 107.1, implying annual growth of 26.0%.
Current consensus DPS estimate is 94.5, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 28.7.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 83.90 cents and EPS of 108.30 cents.
At the last closing share price the estimated dividend yield is 2.72%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 28.43.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 111.9, implying annual growth of 4.5%.
Current consensus DPS estimate is 99.0, implying a prospective dividend yield of 3.2%.
Current consensus EPS estimate suggests the PER is 27.5.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NIC NICKEL INDUSTRIES LIMITED
Nickel – Overnight Price: $0.90
Canaccord Genuity rates ((NIC)) as Buy (1) –
Nickel Industries’ 4Q2025 earnings were weaker overall as a delay to the increased RKAB quota weighed heavily on mining operations, with group earnings EBITDA of US$37m down -57% q/q, notes Canaccord Genuity.
The broker highlights a -72% fall in mining volumes and a -69% drop in ore sales at Hengjaya.
Commentary suggests Hengjaya Nickel delivered a strong quarter with earnings (EBITDA) up 34% q/q, supported by higher cobalt production and stronger nickel and cobalt prices.
Net debt rose to US$862m following a -US$583m debt repayment and weaker free cash flow, prompting Canaccord to cut its 2025 earnings (EBITDA) forecast by -14%.
Buy rating and target price of $1.05 retained.
This report was published on January 29, 2026.
Target price is $1.05 Current Price is $0.90 Difference: $0.15
If NIC meets the Canaccord Genuity target it will return approximately 17% (excluding dividends, fees and charges).
Current consensus price target is $1.17, suggesting upside of 30.0%(ex-dividends)
Forecast for FY25:
Current consensus EPS estimate is 2.9, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.0.
Forecast for FY26:
Current consensus EPS estimate is 7.1, implying annual growth of 144.8%.
Current consensus DPS estimate is 8.0, implying a prospective dividend yield of 8.9%.
Current consensus EPS estimate suggests the PER is 12.7.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
PRU PERSEUS MINING LIMITED
Gold & Silver – Overnight Price: $5.63
Canaccord Genuity rates ((PRU)) as Buy (1) –
Perseus Mining’ December quarter production of 89koz was broadly in line with Canaccord Genuity, though AISCs rose to US$1,800/oz on higher Cote d’Ivoire royalties.
The broker notes the revised fiscal regime lifted ad valorem royalties to 8%, offsetting solid performances at Edikan and Sissingue and weaker output at Yaoure during the mining transition.
FY26 production guidance was unchanged at 400-440koz, while AISC guidance was lifted to US$1,600-1,760/oz, prompting a -4% cut to the analyst’s FY26-28 earnings (EBITDA) forecasts.
Strong gold prices and liquidity of around US$1.2bn are expected to fund growth capex. Buy rated. Target slips to $7.70 from $7.80.
This report was published on January 29, 2026.
Target price is $7.70 Current Price is $5.63 Difference: $2.07
If PRU meets the Canaccord Genuity target it will return approximately 37% (excluding dividends, fees and charges).
Current consensus price target is $6.55, suggesting upside of 16.3%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 48.8, implying annual growth of N/A.
Current consensus DPS estimate is 17.6, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 11.5.
Forecast for FY27:
Current consensus EPS estimate is 61.3, implying annual growth of 25.6%.
Current consensus DPS estimate is 17.7, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 9.2.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RMS RAMELIUS RESOURCES LIMITED
Gold & Silver – Overnight Price: $4.41
Canaccord Genuity rates ((RMS)) as Buy (1) –
December quarter production of 46koz from Ramelius Resources was -7% below Canaccord Genuity’s estimate but in line with consensus, while AISCs of $1,997/oz tracked expectations and rose q/q on lower volumes.
Sales of 45.5koz generated $236m in revenue, with underlying free cash flow of $55m excluding tax and dividends, notes the broker.
At Dalgaranga development remains on schedule with first Never Never ore delivery to Mt Magnet targeted for MarQ 2026. Canaccord flags potential conservatism in 2H366 mining guidance.
Management’s FY26 guidance was reiterated at 185-205koz at AISCs of $1,700-1,900/oz, with a strong balance sheet and liquidity of around $869m supporting ongoing growth and hedging flexibility.
Buy rating and $6.05 target unchanged.
This report was published on January 29, 2026.
Target price is $6.05 Current Price is $4.41 Difference: $1.64
If RMS meets the Canaccord Genuity target it will return approximately 37% (excluding dividends, fees and charges).
Current consensus price target is $4.96, suggesting upside of 12.4%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 24.3, implying annual growth of -40.9%.
Current consensus DPS estimate is 4.2, implying a prospective dividend yield of 1.0%.
Current consensus EPS estimate suggests the PER is 18.1.
Forecast for FY27:
Current consensus EPS estimate is 30.8, implying annual growth of 26.7%.
Current consensus DPS estimate is 6.6, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 14.3.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SKC SKYCITY ENTERTAINMENT GROUP LIMITED
Gaming – Overnight Price: $0.80
Jarden rates ((SKC)) as Overweight (2) –
Jarden expects a weak 1H26 result for SkyCity Entertainment, with normalised EBITDA forecast to fall -29% y/y to around NZ$80m, reflecting soft consumer spending, mandatory carded play impacts and pre-investment costs ahead of the NZICC opening.
Net debt is expected to reduce materially to around NZ$548m following the equity raise, while maiden FY26 earnings (EBITDA) guidance of NZ$190–NZ220m was maintained.
The broker highlights the NZICC opening in February as a key inflection point.
Jarden modestly lifts its target to NZ$1.00 from NZ$0.95, alongside an Overweight rating, viewing earnings as near a cyclical trough.
This report was published on January 29, 2026.
Current Price is $0.80. Target price not assessed.
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 3.24 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.70.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 4.41 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.15.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.
This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.
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CHARTS
For more info SHARE ANALYSIS: AMP - AMP LIMITED
For more info SHARE ANALYSIS: APX - APPEN LIMITED
For more info SHARE ANALYSIS: AYA - ARTRYA LIMITED
For more info SHARE ANALYSIS: CMM - CAPRICORN METALS LIMITED
For more info SHARE ANALYSIS: IGO - IGO LIMITED
For more info SHARE ANALYSIS: KCN - KINGSGATE CONSOLIDATED LIMITED
For more info SHARE ANALYSIS: MIN - MINERAL RESOURCES LIMITED
For more info SHARE ANALYSIS: MND - MONADELPHOUS GROUP LIMITED
For more info SHARE ANALYSIS: NIC - NICKEL INDUSTRIES LIMITED
For more info SHARE ANALYSIS: PRU - PERSEUS MINING LIMITED
For more info SHARE ANALYSIS: RMS - RAMELIUS RESOURCES LIMITED
For more info SHARE ANALYSIS: SKC - SKYCITY ENTERTAINMENT GROUP LIMITED

