FINANCIAL NEWS

ASX Winners And Losers Of Today – 29-04-26

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

6:35 PM


Treasure Chest: Aristocrat Leisure

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Aristocrat Leisure

3:25 PM


Australian Broker Call *Extra* Edition – Apr 29, 2026

Extra Edition of the Broker Call Report

2:03 PM


Rising Regulatory Risk for Hub24 & Netwealth?

New Treasury consultation papers pose increasing regulatory risk for platform operators

11:21 AM


Technical Views On Nasdaq, ASX200 & Oil

Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

10:30 AM


Macquarie rates BPT as Underperform

Beach Energy delivered a soft third quarter with Macquarie again disappointed in the ramp up at Waitsia, although acknowledges this was in part due to Cyclone Narelle.

Compressor performance issues also emerged on the restart after the shut-in at the North West Shelf and Waitsia. Production guidance has been revised to 19.4-20.3mmboe.

The company expects the wells that were affected by rainfall in the Cooper Basin and Western Flank will progressively be restored in the first half of FY27.

The broker welcomes more detail on the gas swap arrangements, suspecting consensus valuations are not adequately factoring this in. Target rises to $0.78 from $0.77. Underperform.

Citi rates GGP as Buy

Citi highlights a strong March quarter result from Greatland Resources, with costs (AISC) of -$2,056/oz coming in 7% better than expected by consensus and record net revenue of $742m.

Production guidance is maintained at 260koz-310koz, though the analyst sees upside risk, with FY26 output potentially reaching around 329koz if June quarter production meets expectation.

Ongoing drilling activity and growing recognition of the O'Callaghan's project, alongside rising cash generation, are seen as key drivers of further upside despite recent share price strength.

Target $16. Buy.

UBS rates PNR as Buy

Pantoro Gold announced weaker than expected March quarter production, missing UBS' estimate by -11% and consensus by -16%.

Sales volumes came in below consensus by -7% while revenue also slightly missed both the broker's and market expectations. AISC were higher than expected at $3,204/oz, 28% above UBS and 21% higher than consensus.

Downgraded FY26 production guidance, announced in March, was retained and, according to the analyst, it appears "optimistic" at this stage.

Target price is cut by -11% to $6.20 with a Buy rating retained. EPS forecasts are trimmed by -8% for FY26 and -15% for FY27.

UBS has also lowered production estimates out to FY20 to 12koz-20koz on moderated grade assumptions.

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

$36.03

28 Apr
2026

market green arrow 0.090

OPEN

$35.98

market green arrow 0.25%

HIGH

$36.10

3,527,377

LOW

$35.76

TARGET
$35.253-2.2% downside
Franking for last dividend paid out: 70%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 245.8 xxx
DPS (cps)xxx 166.0 167.2 xxx
EPS Growthxxx - 9.1% 24.0% xxx
DPS Growthxxx 0.0% 0.7% xxx
PE Ratioxxx N/A 14.7 xxx
Dividend Yieldxxx N/A 4.6% xxx
Div Pay Ratio(%)xxx 83.8% 68.0% xxx

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Rudi Filapek-Vandyck@Filapek
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RBC Capital on Tamboran Resources $TBN: "We upgrade TBN shares to Outperform (from Sector Perform) and maintain our Speculative risk assessment. "Our price target increases to $55/share from $38. Our upgrade relates to the momentum occurring in the nascent Beetaloo Basin, the
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Rudi Filapek-Vandyck@Filapek
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Think about this for a second: "Stanford researchers found that 35% of new websites created since 2022 are AI-generated or AI-assisted. "The Internet Archive data shows the web transformed in three years after ChatGPT's launch from zero AI content to more than one-third.
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Citi on Charter Hall Long WALE REIT $CLW: "We update our estimates and TP on CLW to reflect higher interest rates, which is offset by higher CPI, given >50% of CLW's rent escalates at CPI. "Our earnings reductions are minor (0.2-0.4%), while TP reduces to A$4.10 from A$4.40
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi on Reliance Worldwide $RWC: "Solid trading update with RWC re-affirming FY26 guidance. With Tariff impacts netting off (i.e. IEEPA tailwinds offset by s232); and what appears conflict impacts happening too late in FY26 to impact guide. "In this regard, previously we've
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi on Charter Hall $CHC: "We update our estimates on CHC to reflect the change in the macro and interest rate environment seen in recent weeks. "While we lower our FUM forecasts 5 to 6%, and also reduce investment earnings on higher debt costs, there are offsets from lower
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Megaport $MP1: "Megaport announced that https://t.co/fH540D22t3 secured a 3-year US$25.1m (A$35.4m) compute contract expected to commence 1H27, increasing ARR by A$11.8m (+31%) to A$82.7m, to provide compute/storage for an unlisted US-based high-growth technology
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Rudi Filapek-Vandyck@Filapek
6d
Goes without saying, FNArena's Danielle Ecuyer @au_shareplicity is wearing the below as a badge of honour today!@FNArena#video#investing#equities#stockshttps://t.co/a3f0MHCj0A
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
RBC Capital on Cochlear $COH: "COH's trading update and large FY26 guidance downgrade raises concerns about industry growth, COH's market share, and the company's growth potential. "While we acknowledge there are few near-term catalysts to drive a re-rating, we maintain an
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Citi on Generation Development $GDG: "GDG’s 3Q was mixed, with weaker net flows in managed accounts while investment bonds & Lonsec continue to outperform. "Encouragingly, the net flows miss is mainly timing driven, with GDG now confirming the >$1.5bn mandate transition has
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
Jarden on Cochlear $COH: "COH confirmed our expectation of earnings risk to 2H26E with a staggering U/L NPAT guidance downgrade of -23.5% at midpoint. "The issue seems to be largely in the Cochlear implant segment with developed markets softening, Middle East disruption,
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DAILY FINANCIAL NEWS

Treasure Chest: Aristocrat Leisure

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Today’s idea is Aristocrat Leisure

3:25 PM - Treasure Chest


New Treasury consultation papers pose increasing regulatory risk for platform operators

11:21 AM - Australia


Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

10:30 AM - Technicals


Newmont’s March quarter delivered significant beats across all metrics. Analysts do not see recent gold price volatility as upsetting the miner’s upside

Apr 28 2026 - Commodities


Australian wealth hits record, driven by record property holdings. Maybe the lack of equity exposure is the future problem?

Apr 28 2026 - SMSFundamentals


Arafura Rare Earths shares have broken above key resistance on strong volume. Fairmont Equities’ Michael Gable sees confirmation of a bullish base

Apr 28 2026 - Technicals


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RUDI'S VIEWS

Rudi’s View: More Downgrades Are Coming

Today’s share market might be most at risk from earnings disappointments, not so much of over-valuation

10:00 AM

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 29-04-26

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

6:35 PM


Australian Broker Call *Extra* Edition – Apr 29, 2026

Extra Edition of the Broker Call Report

2:03 PM


The Overnight Report: Bond Yields Rising

A global perspective on what happened overnight

8:29 AM


Today’s Financial Calendar – 29-04-2026

Significant Scheduled Events For 29 April, 2026

8:15 AM


ASX Winners And Losers Of Today – 28-04-26

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

Apr 28 2026


The Overnight Report: Six Down Days In A Row?

A global perspective on what happened overnight

Apr 28 2026


Today’s Financial Calendar – 28-04-2026

Significant Scheduled Events For 28 April, 2026

Apr 28 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 28-Apr-2026

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

Apr 28 2026

Uranium Week: Rising Interest From Utilities

Looking past the near term market volatility and uncertainty around rising costs and reagent supply shortages, analysts maintain the longer term outlook for U308 continues to improve

Apr 28 2026

Australian Listed Real Estate Tables – 27-04-2026

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

Apr 27 2026


Weekly Ratings, Targets, Forecast Changes – 24-04-26

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

Apr 27 2026

Next Week At A Glance – 27-24 Apr 2026

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

Apr 24 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 24-04-26

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

Apr 24 2026


Weekly Top Ten News Stories – 24 April 2026

Our top ten news stories from 16 April 2026 to 23 April 2026

Apr 24 2026

In Brief: Light & Wonder, Playside Studios, Latrobe Magnesium

This week’s In Brief looks at two gaming stocks poised for a re-rating and a burgeoning manganese producer to plug a critical mineral supply chain risk

Apr 24 2026

The Short Report – 23 Apr 2026

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

Apr 23 2026


9.1K Followers
26.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
4h
RBC Capital on Tamboran Resources $TBN: "We upgrade TBN shares to Outperform (from Sector Perform) and maintain our Speculative risk assessment. "Our price target increases to $55/share from $38. Our upgrade relates to the momentum occurring in the nascent Beetaloo Basin, the
@Filapek
Rudi Filapek-Vandyck @Filapek
10h
Think about this for a second: "Stanford researchers found that 35% of new websites created since 2022 are AI-generated or AI-assisted. "The Internet Archive data shows the web transformed in three years after ChatGPT's launch from zero AI content to more than one-third.
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on Charter Hall Long WALE REIT $CLW: "We update our estimates and TP on CLW to reflect higher interest rates, which is offset by higher CPI, given >50% of CLW's rent escalates at CPI. "Our earnings reductions are minor (0.2-0.4%), while TP reduces to A$4.10 from A$4.40
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on Reliance Worldwide $RWC: "Solid trading update with RWC re-affirming FY26 guidance. With Tariff impacts netting off (i.e. IEEPA tailwinds offset by s232); and what appears conflict impacts happening too late in FY26 to impact guide. "In this regard, previously we've
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on Charter Hall $CHC: "We update our estimates on CHC to reflect the change in the macro and interest rate environment seen in recent weeks. "While we lower our FUM forecasts 5 to 6%, and also reduce investment earnings on higher debt costs, there are offsets from lower
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Megaport $MP1: "Megaport announced that https://t.co/fH540D22t3 secured a 3-year US$25.1m (A$35.4m) compute contract expected to commence 1H27, increasing ARR by A$11.8m (+31%) to A$82.7m, to provide compute/storage for an unlisted US-based high-growth technology
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
Goes without saying, FNArena's Danielle Ecuyer @au_shareplicity is wearing the below as a badge of honour today! @FNArena #video #investing #equities #stocks https://t.co/a3f0MHCj0A
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
RBC Capital on Cochlear $COH: "COH's trading update and large FY26 guidance downgrade raises concerns about industry growth, COH's market share, and the company's growth potential. "While we acknowledge there are few near-term catalysts to drive a re-rating, we maintain an
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
Citi on Generation Development $GDG: "GDG’s 3Q was mixed, with weaker net flows in managed accounts while investment bonds & Lonsec continue to outperform. "Encouragingly, the net flows miss is mainly timing driven, with GDG now confirming the >$1.5bn mandate transition has
@Filapek
Rudi Filapek-Vandyck @Filapek
7d
Jarden on Cochlear $COH: "COH confirmed our expectation of earnings risk to 2H26E with a staggering U/L NPAT guidance downgrade of -23.5% at midpoint. "The issue seems to be largely in the Cochlear implant segment with developed markets softening, Middle East disruption,
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    29 April 2026   Updated : 20:12   AEDT

    SPI Overnight

    8695.00

    -36.00

    -0.41%

    NZ50

    12770.300

    +5.900

    0.050%

    All Ordinaries

    8915.70

    -19.30

    -0.22%

    S&P ASX 200

    8687.00

    -23.70

    -0.27%

    S&P ASX 300

    8624.10

    -22.60

    -0.26%

    Communication Services

    1700.30

    -8.30

    -0.49%

    Consumer Discretionary

    3386.80

    +9.10

    0.27%

    Consumer Staples

    12661.30

    -52.40

    -0.41%

    Energy

    10914.30

    +136.50

    1.27%

    Financials

    9465.20

    -57.60

    -0.60%

    Health Care

    25479.40

    -350.10

    -1.36%

    Industrials

    7913.20

    +10.00

    0.13%

    Info Technology

    1751.60

    +5.80

    0.33%

    Materials

    23317.00

    -89.80

    -0.38%

    Real Estate

    3493.70

    +10.80

    0.31%

    Utilities

    10343.10

    +220.40

    2.18%

    A-REITs

    1616.90

    +5.30

    0.33%

    All Technology Index

    2779.00

    -4.90

    -0.18%

    Banks

    4108.00

    -40.20

    -0.97%

    Gold Index

    17494.90

    -88.20

    -0.50%

    Metals & Mining

    8101.80

    -32.00

    -0.39%

    Click item/line to change chart

  • Australasia

    29 April 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7155

    0.00

    -0.25%

    AUD/NZD

    1.2218

    +0.00

    0.29%

    NZD/USD

    0.5855

    0.00

    -0.56%

    AUD/JPY

    114.32

    -0.15

    -0.13%

    SGD/AUD

    1.09

    +0.00

    0.19%

    AUD/EUR

    0.6114

    0.00

    -0.34%

    AUD/GBP

    0.5296

    0.00

    -0.39%

    AUDCAD

    0.9794

    0.00

    -0.01%

  • World

    29 April 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7304

    0.00

    -0.27%

    EUR/JPY

    186.92

    +0.37

    0.20%

    EUR/USD

    1.1701

    +0.00

    0.08%

    GBP/USD

    1.3508

    +0.00

    0.13%

    USD/JPY

    159.81

    +0.22

    0.14%

    Click item/line to change chart

  • World

    29 April 2026   Updated : 20:12   AEDT

    FTSE100

    10254.40

    -75.79

    -0.73%

    DAX30

    23975.01

    -43.25

    -0.18%

    Hang Seng

    26111.84

    +432.06

    1.68%

    Nikkei 225

    59917.46

    -619.90

    -1.02%

    NZ50

    12770.300

    +5.900

    0.050%

    DJIA

    49141.93

    -25.86

    -0.05%

    S&P500

    7138.80

    -35.11

    -0.49%

    Nasdaq Comp

    24663.80

    -223.30

    -0.90%

    S&P500 VIX

    18.00

    -0.02

    -0.11%

    US 10-year yield

    4.354

    +0.018

    0.420%

    USD Index

    98.47

    +0.14

    0.14%

  • Aus Stocks

    29 April 2026   Updated : 20:12   AEDT

    Amcor (US)

    38.54

    -0.51

    -1.31%

    Newmont (US)

    109.90

    -6.18

    -5.32%

    Rio Tinto (UK)

    7328.00

    +20.00

    0.27%

    BHP Group (US)

    78.12

    -1.72

    -2.15%

    Rio Tinto (US)

    98.49

    -1.46

    -1.46%

    ResMed (US)

    217.14

    -4.88

    -2.20%

    South32 (UK)

    224.60

    0.00

    0.00%

    James Hardie (US)

    21.79

    -0.46

    -2.07%

    Janus Henderson (US)

    51.57

    -0.01

    -0.02%

    Click item/line to change chart

  • Metals & Minerals

    29 April 2026   Updated : 07:08   AEDT

    Gold (oz)

    4609.35

    -88.35

    -1.88%

    Silver (oz)

    73.09

    -2.38

    -3.15%

    Copper (lb)

    5.9763

    -0.11

    -1.82%

    Aluminium (lb)

    1.6059

    -0.02

    -1.16%

    Nickel (lb)

    8.6434

    -0.10

    -1.17%

    Zinc (lb)

    1.5296

    -0.01

    -0.84%

    Copper (t)

    13171.77

    -243.98

    -1.82%

    Aluminium (t)

    3539.50

    -41.30

    -1.15%

    Nickel (t)

    19050.00

    -225.00

    -1.17%

    Zinc (t)

    3371.15

    -28.45

    -0.84%

    Uranium (lb) weekly

    86.25

    -0.75

    -0.86%

    Iron Ore (t)

    107.12

    -0.01

    -0.01%

  • Energy

    29 April 2026   Updated : 07:08   AEDT

    West Texas Crude

    99.69

    +3.01

    3.11%

    Brent Crude

    104.25

    +2.30

    2.26%

CALENDAR

Wednesday, 29 April 2026
AU 1Q CPI
JP Public Holiday
JP Public Holiday
EZ March M3
US FOMC rate decision
US March Trade Bal
29M Qtr Update
ACFex-div 2.00c (100%)
BGLQtrly update
CMMQtr Update
CSCQtrly update
MINQtrly Update
RMS Qtrly Update

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$24.86

REAREA GROUP LIMITED

market icon up$167.27

RMDRESMED INC

market icon down$30.35

TNETECHNOLOGY ONE LIMITED

market icon down$28.61

WOWWOOLWORTHS GROUP LIMITED

market icon down$37.29

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Rising Regulatory Risk for Hub24 & Netwealth?

New Treasury consultation papers pose increasing regulatory risk for platform operators

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Newmont’s March quarter delivered significant beats across all metrics. Analysts do not see recent gold price volatility as upsetting the miner’s upside

Apr 28 2026


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China’s dominance of critical mineral refining has led to a global scramble to satisfy demand from energy transition, EVs, AI, data centres and much more

Apr 07 2026