Daily FNArena News - Australia

Current dynamics in Australia put question marks around traditional assumptions about what is still defensive among consumer-oriented business models. Investors take note

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

Despite softer industry conditions and ongoing supply constraints, Eagers Automotive is considered well positioned for a stronger second half, supported by record orders, CanadaOne growth opportunities and accelerating new energy vehicle adoption

Amidst many macro headwinds, the ASX200 achieved a positive total return in May, thanks to dividends, but couldn’t keep up with the positive AI-led momentum elsewhere

The Federal Court’s $26m penalty against Westpac Banking Corporation has turned what once looked like an operational and technology problem into a direct balance sheet issue

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

The market wanted an upgrade and fresh leasing announcements. Goodman Group’s Q3 update didn’t deliver. Analysts remain positive on the group’s expanding data centre pipeline, pricing power and long-term exposure to AI-driven demand

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

SaaS company TechnologyOne posted a slight revenue miss in its first half, but brokers shrug this off, focussing on the company’s AI software

A strategic simplification of Infratil’s corporate structure is paving the way for stronger growth from CDC and Longroad Energy’s renewables platform amid rising AI demand