FINANCIAL NEWS

Uranium Week: U308 Spot Price Slips In May

Accelerating nuclear growth, rising utility contracting and an increasingly constrained supply outlook are reinforcing expectations of a higher uranium prices over the coming decade

10:00 AM


The Overnight Report: Nvidia Boosts AI Trade

A global perspective on what happened overnight

9:00 AM


Today’s Financial Calendar – 02-06-2026

Significant Scheduled Events For 02 June, 2026

8:15 AM


ASX Winners And Losers Of Today – 01-06-26

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

Jun 01 2026


FNArena Corporate Results Monitor – 01-06-2026

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

Jun 01 2026


Bell Potter rates AHC as Buy

Austco Healthcare has provided guidance and a trading update that was below expectations. Cost escalation resulting from the conflict in the Middle East and competition for servers required by the company for its software from the AI sector have affected performance in the second half, Bell Potter notes.

Revenue growth for FY26 is now expected to be in the 11-17% range and EBITDA growth in the 7-12% range. The company has a contract for its Pulse Mobile clinical communications for an existing US customer covering 180 hospitals during 2026.

A further three contracts have been announced equating to $3m across Australia, New Zealand and Canada in the aged care and hospital sectors. Bell Potter retains a Buy rating and reduces the target to $0.45 from $0.55.

Citi rates CKF as Neutral

Citi's latest quick service restaurant (QSR) menu price survey found Guzman y Gomez has maintained stable pricing since December 2025. In contrast, Domino's Pizza Enterprises, KFC, McDonald's and Hungry Jack's all increased prices during April and May.

Domino's Pizza Enterprises' price increases are viewed as supporting franchisee profitability, while recent price rises at KFC may reflect cost pressures that cannot be offset elsewhere.

The Neutral rating and $10.45 target are maintained for Collins Foods, the largest KFC franchisee in Australia.

UBS rates SLC as Buy

UBS flags an expected solid trading update from Superloop at its June 3 Investor Day. The consumer segment is anticipated to reap the rewards of higher-speed plans at a more appealing value, the analyst explains, and forecasts consumer subscribers of 465k, above the consensus estimate of 463k.

Management is expected to announce its position on pricing following the NBN wholesale hike of around 4% upcoming in July, the broker noting Superloop is currently offering discounts to its headline pricing.

An update on Smart Communities is also flagged, with UBS forecasting business subscribers of around 117k, which aligns with the consensus estimate.

Wholesale subscribers are forecast to be lower than consensus expectations, the analyst notes.

Coverage of the stock has been transferred to William Park. Buy rated with an unchanged $3.50 target.

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

$35.20

29 May
2026

market green arrow 0.310

OPEN

$34.95

market green arrow 0.89%

HIGH

$35.46

18,403,748

LOW

$34.94

TARGET
$35.008-0.5% downside
Franking for last dividend paid out: 75%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 246.8 xxx
DPS (cps)xxx 166.0 166.8 xxx
EPS Growthxxx - 9.1% 24.5% xxx
DPS Growthxxx 0.0% 0.5% xxx
PE Ratioxxx N/A 14.2 xxx
Dividend Yieldxxx N/A 4.8% xxx
Div Pay Ratio(%)xxx 83.8% 67.6% xxx

FOLLOW US ON SOCIAL MEDIA

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@Filapek
Rudi Filapek-Vandyck@Filapek
17h
RBC Capital on Virgin Australia $VGN: "We initiate on Virgin Australia (VGN) with an Outperform (Spec Risk) rating, and 12mth PT of $3.50 implying a 27% return. "Australia's #2 carrier operates in a highly rational domestic market environment, with all carriers focused on their
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7d
Citi strategists: "We maintain a pro-risk stance favoring AI-driven growth equities in the US and EM Asia. "While acknowledging concerns around market narrowness or momentum leadership, we believe these are unlikely to derail the current rally."#investing#equities#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
10d
Citi on Guzman Y Gomez $GYG: "We are supportive of today's decision to exit the US market given we had been skeptical about the company's US prospects (refer to our US deep dive report). "While consensus earnings upgrades from FY27 will likely follow today's announcement (to
@Filapek
Rudi Filapek-Vandyck@Filapek
10d
RBC Capital on Guzman Y Gomez $GYG: "Segment underlying EBITDA has come in marginally ahead of RBCe and in line with consensus, which we view as a positive in light of soft macro impacting QSR operators more broadly. "32 gross openings guidance re-iterated is positive, and the
@Filapek
Rudi Filapek-Vandyck@Filapek
11d
Moody's Analytics: "Unemployment rose to 4.5%, employment went backwards, and participation eased. "The drop in employment was led by women and the young, the groups that tend to feel a slowdown first. "We read this as monetary tightening finally biting and an early
@Filapek
Rudi Filapek-Vandyck@Filapek
11d
RBC Capital on Guzman Y Gomez $GYG: "GYG is down -26% YTD and down -27% from its IPO price. "While the market focusses intensely on quarterly comp sales prints, the bigger picture shows that restaurant openings underpin a bigger share of GYG's earnings growth. "While comp
@Filapek
Rudi Filapek-Vandyck@Filapek
12d
LOL - TechOne $TNE 😉
@Filapek
Rudi Filapek-Vandyck@Filapek
12d
Citi on Serko $SKO: "FY27e revenue guidance better than our forecast, slightly below consensus "Serko reported underlying NPAT loss of -$11.3 million, which was a miss vs. our forecast of -$9.5 million. "EBITDA of $6.5 million was $1 million/$1.5 million below CitiE/VA
@Filapek
Rudi Filapek-Vandyck@Filapek
12d
Citi on James Hardie $JHX: "4Q EBITDA ~$381M, ~2% ahead (vs VA cons $375M) and FCF $314 vs $200M guide. "Compositionally North American businesses were largely in line, while RoW beats had a positive impact on the group. Interestingly both 1Q ($354-375M) and FY27
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DAILY FINANCIAL NEWS

FNArena Corporate Results Monitor – 01-06-2026

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

Jun 01 2026 - Australia


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

Jun 01 2026 - Australia


Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

Jun 01 2026 - International


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

May 30 2026 - Australia


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

May 29 2026 - Australia


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

May 28 2026 - Australia


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RUDI'S VIEWS

Rudi’s View: Lessons I Learned

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

May 28 2026

DAILY MARKET REPORTS

The Overnight Report: Nvidia Boosts AI Trade

A global perspective on what happened overnight

9:00 AM


Today’s Financial Calendar – 02-06-2026

Significant Scheduled Events For 02 June, 2026

8:15 AM


ASX Winners And Losers Of Today – 01-06-26

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

Jun 01 2026


Australian Broker Call *Extra* Edition – Jun 01, 2026

Extra Edition of the Broker Call Report

Jun 01 2026


The Monday Report – 01 June 2026

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

Jun 01 2026


Today’s Financial Calendar – 01-06-2026

Significant Scheduled Events For 01 June, 2026

Jun 01 2026


ASX Winners And Losers Of Today – 29-05-26

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

May 29 2026


WEEKLY REPORTS

Uranium Week: U308 Spot Price Slips In May

Accelerating nuclear growth, rising utility contracting and an increasingly constrained supply outlook are reinforcing expectations of a higher uranium prices over the coming decade

10:00 AM

Weekly Ratings, Targets, Forecast Changes – 29-05-26

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

Jun 01 2026

Next Week At A Glance – 1-5 June 52026

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

May 29 2026


Weekly Top Ten News Stories – 29 May 2026

Our top ten news stories from 21 May 2026 to 28 May 2026

May 29 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 29-05-26

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

May 29 2026

In Brief: IPD, Superloop & Eagers Automotive

Three companies carving out growth against a challenging macroeconomic backdrop from infrastructure investment (data centres), EV demand and telecommunications

May 29 2026


The Short Report – 28 May 2026

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

May 28 2026

Weekly Update On LICs & LITs – 27-May-2026

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

May 27 2026

Australian Listed Real Estate Tables – 26-05-2026

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

May 26 2026


9.1K Followers
26.4K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Virgin Australia $VGN: "We initiate on Virgin Australia (VGN) with an Outperform (Spec Risk) rating, and 12mth PT of $3.50 implying a 27% return. "Australia's #2 carrier operates in a highly rational domestic market environment, with all carriers focused on their
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Arguing with other investors/traders whether your technique/bias/philosophy is the only one that counts/works/is relevant #investing #equities #stocks #XJO #allweatherman @FNArena https://t.co/jWgeyXLddF
Tweet media
@Filapek
Rudi Filapek-Vandyck @Filapek
8d
Citi strategists: "We maintain a pro-risk stance favoring AI-driven growth equities in the US and EM Asia. "While acknowledging concerns around market narrowness or momentum leadership, we believe these are unlikely to derail the current rally." #investing #equities #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
11d
Citi on Guzman Y Gomez $GYG: "We are supportive of today's decision to exit the US market given we had been skeptical about the company's US prospects (refer to our US deep dive report). "While consensus earnings upgrades from FY27 will likely follow today's announcement (to
@Filapek
Rudi Filapek-Vandyck @Filapek
11d
RBC Capital on Guzman Y Gomez $GYG: "Segment underlying EBITDA has come in marginally ahead of RBCe and in line with consensus, which we view as a positive in light of soft macro impacting QSR operators more broadly. "32 gross openings guidance re-iterated is positive, and the
@Filapek
Rudi Filapek-Vandyck @Filapek
11d
Moody's Analytics: "Unemployment rose to 4.5%, employment went backwards, and participation eased. "The drop in employment was led by women and the young, the groups that tend to feel a slowdown first. "We read this as monetary tightening finally biting and an early
@Filapek
Rudi Filapek-Vandyck @Filapek
12d
RBC Capital on Guzman Y Gomez $GYG: "GYG is down -26% YTD and down -27% from its IPO price. "While the market focusses intensely on quarterly comp sales prints, the bigger picture shows that restaurant openings underpin a bigger share of GYG's earnings growth. "While comp
@Filapek
Rudi Filapek-Vandyck @Filapek
12d
LOL - TechOne $TNE 😉
@Filapek
Rudi Filapek-Vandyck @Filapek
13d
Citi on Serko $SKO: "FY27e revenue guidance better than our forecast, slightly below consensus "Serko reported underlying NPAT loss of -$11.3 million, which was a miss vs. our forecast of -$9.5 million. "EBITDA of $6.5 million was $1 million/$1.5 million below CitiE/VA
@Filapek
Rudi Filapek-Vandyck @Filapek
13d
Citi on James Hardie $JHX: "4Q EBITDA ~$381M, ~2% ahead (vs VA cons $375M) and FCF $314 vs $200M guide. "Compositionally North American businesses were largely in line, while RoW beats had a positive impact on the group. Interestingly both 1Q ($354-375M) and FY27
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    02 June 2026   Updated : 10:12   AEDT

    SPI Overnight

    8710.00

    -36.00

    -0.41%

    NZ50

    13226.800

    -17.750

    -0.130%

    All Ordinaries

    8915.90

    -53.90

    -0.60%

    S&P ASX 200

    8673.60

    -55.80

    -0.64%

    S&P ASX 300

    8618.60

    -54.70

    -0.63%

    Communication Services

    1644.90

    -2.50

    -0.15%

    Consumer Discretionary

    3512.60

    -41.30

    -1.16%

    Consumer Staples

    11659.60

    -112.50

    -0.96%

    Energy

    10476.60

    +27.50

    0.26%

    Financials

    9022.60

    -134.10

    -1.46%

    Health Care

    22471.30

    -137.30

    -0.61%

    Industrials

    8096.70

    -42.70

    -0.52%

    Info Technology

    1921.10

    +51.70

    2.77%

    Materials

    25300.30

    +101.20

    0.40%

    Real Estate

    3509.70

    -87.60

    -2.44%

    Utilities

    9502.70

    -115.50

    -1.20%

    A-REITs

    1632.50

    -41.40

    -2.47%

    All Technology Index

    3019.30

    +71.40

    2.42%

    Banks

    3845.30

    -59.20

    -1.52%

    Gold Index

    16301.80

    -98.20

    -0.60%

    Metals & Mining

    8792.20

    +44.50

    0.51%

    Click item/line to change chart

  • Australasia

    02 June 2026   Updated : 10:12   AEDT

    AUD/USD

    0.7160

    0.00

    -0.25%

    AUD/NZD

    1.2071

    +0.00

    0.07%

    NZD/USD

    0.5931

    0.00

    -0.34%

    AUD/JPY

    114.31

    -0.16

    -0.14%

    SGD/AUD

    1.09

    +0.00

    0.17%

    AUD/EUR

    0.6155

    0.00

    -0.11%

    AUD/GBP

    0.5320

    0.00

    -0.24%

    AUDCAD

    0.9911

    0.00

    -0.07%

  • World

    02 June 2026   Updated : 10:12   AEDT

    CAD/USD

    0.7224

    0.00

    -0.18%

    EUR/JPY

    185.72

    -0.04

    -0.02%

    EUR/USD

    1.1632

    0.00

    -0.15%

    GBP/USD

    1.3459

    0.00

    -0.01%

    USD/JPY

    159.66

    +0.20

    0.12%

    Click item/line to change chart

  • World

    02 June 2026   Updated : 10:12   AEDT

    FTSE100

    10338.95

    -70.33

    -0.68%

    DAX30

    25003.04

    -101.66

    -0.40%

    Hang Seng

    25398.18

    +215.79

    0.86%

    Nikkei 225

    66934.33

    +604.83

    0.91%

    NZ50

    13226.800

    -17.750

    -0.130%

    DJIA

    51078.88

    +46.42

    0.09%

    S&P500

    7599.96

    +19.90

    0.26%

    Nasdaq Comp

    27086.81

    +114.19

    0.42%

    S&P500 VIX

    16.05

    +0.73

    4.77%

    US 10-year yield

    4.475

    +0.022

    0.490%

    USD Index

    99.14

    +0.29

    0.30%

  • Aus Stocks

    02 June 2026   Updated : 10:12   AEDT

    Amcor (US)

    37.73

    -1.08

    -2.78%

    Newmont (US)

    108.19

    -1.62

    -1.48%

    Rio Tinto (UK)

    7938.00

    -30.00

    -0.38%

    BHP Group (US)

    91.22

    +2.31

    2.60%

    Rio Tinto (US)

    108.96

    +2.57

    2.42%

    ResMed (US)

    186.44

    -4.13

    -2.17%

    South32 (UK)

    252.20

    -4.20

    -1.64%

    James Hardie (US)

    22.93

    -0.35

    -1.50%

    Janus Henderson (US)

    51.73

    +0.02

    0.04%

    Click item/line to change chart

  • Metals & Minerals

    02 June 2026   Updated : 07:18   AEDT

    Gold (oz)

    4514.95

    -78.05

    -1.70%

    Silver (oz)

    75.15

    -1.02

    -1.34%

    Copper (lb)

    6.5700

    +0.15

    2.34%

    Aluminium (lb)

    1.6933

    +0.03

    1.55%

    Nickel (lb)

    8.6434

    +0.08

    0.93%

    Zinc (lb)

    1.6208

    +0.02

    1.07%

    Copper (t)

    14480.28

    +331.70

    2.34%

    Aluminium (t)

    3731.95

    +56.95

    1.55%

    Nickel (t)

    19050.00

    +175.00

    0.93%

    Zinc (t)

    3572.15

    +37.75

    1.07%

    Uranium (lb) weekly

    85.00

    +0.50

    0.59%

    Iron Ore (t)

    105.03

    -3.79

    -3.48%

  • Energy

    02 June 2026   Updated : 07:18   AEDT

    West Texas Crude

    92.47

    +5.11

    5.85%

    Brent Crude

    95.72

    +3.67

    3.99%

CALENDAR

Tuesday, 2 June 2026
AU 1Q BoP
AU April Building Approvals
EZ May CPI
US April jolts
US May ISM
WGXFY26 earnings report
Wednesday, 3 June 2026
AU 1Q GDP
EZ April PPI
US May ADP data
XX Global PMIs
GMDAGM
SLCinvestor briefing

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon up$25.69

REAREA GROUP LIMITED

market icon up$151.24

RMDRESMED INC

market icon down$26.57

TNETECHNOLOGY ONE LIMITED

market icon up$31.75

WOWWOOLWORTHS GROUP LIMITED

market icon down$35.06

WEEKLY PDF

Stories To Read From FNArena


WEEK 22
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FNARENA TALKS

FNARENA WINDOWS

Window on URANIUM

Uranium Week: U308 Spot Price Slips In May

Accelerating nuclear growth, rising utility contracting and an increasingly constrained supply outlook are reinforcing expectations of a higher uranium prices over the coming decade

10:00 AM


Window on INFRA & PROPERTY DEVELOPERS

Goodman Group Confident Of Contracts Flowing

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

Jun 01 2026


Window on SOFTWARE & SERVICES

Software In The ‘Age Of Intelligence’

Enterprise software is undergoing its most significant reset in a generation. Franklin Equity believes investors who treat software as a uniform asset class will make costly mistakes

Jun 01 2026


GEN AI

Goodman Group Confident Of Contracts Flowing

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

Jun 01 2026


FEATURE STORIES

Australian Banks, Bad Debts And The Budget

The March quarter turned sour for the banks and bad debt provisions were increased, ahead of a federal budget that will have significant impact on mortgage demand

May 20 2026