Daily FNArena News - Australia

A sharp sell-off in CommBank shares post a relatively benign first quarter update has yet again put the focus on that large valuation premium. Is the competition catching up?

REA Group’s September quarter results broadly met expectations, though investors continue to question management over competition and AI-related risks

Macquarie Group posted a first half miss, sparking a sell-off, but green asset write-downs were mostly to blame and FY26 guidance has been retained

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

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

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

ResMed’s first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity

October characterised a big rotation out of tech, healthcare and discretionary sectors into resources in anticipation of an improving global outlook

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

Australia’s general insurance sector faces its biggest threat in decades as AI-powered ‘agentic commerce’ threatens to bypass established brands entirely, forcing billions in defensive technology spending