FINANCIAL NEWS

ASX Winners And Losers Of Today – 09-04-26

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

Apr 09 2026


Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026


Pexa Sentiment Sours Over Regulatory Cloud

Analysts’ assessments vary markedly on the impact on Pexa Group from potential regulatory reform

Apr 09 2026


Australian Broker Call *Extra* Edition – Apr 09, 2026

Extra Edition of the Broker Call Report

Apr 09 2026


Guzman y Gomez’s Burrito Surprise Bites Shorters

Guzman y Gomez silenced the naysayers with a more positive Australian sales update for the March quarter, sending shorters scrambling and brokers lifting forecasts

Apr 09 2026


Morgans rates DRR as Initiation of coverage with Buy

Morgans initiates coverage of Deterra Royalties with a Buy rating and $4.85 target price, offering investors exposure to tier-1 iron ore via its 1.232% gross revenue royalty over BHP Group's ((BHP)) Mining Area C (MAC), with an earnings (EBITDA) margin of 93%.

The analyst emphasises MAC is 145mtpa nameplate with a 45-year plus mine life, and Deterra remains profitable even with iron ore below US$50/t.

While the Trident acquisition added Thacker Pass, a 1.05% gross revenue royalty over what is described as a global lithium deposit backed by General Motors.

Deterra trades at a -32% to -46% discount to global royalty peers, Franco-Nevada and Wheaton, which Morgans views as "excessive".

Citi rates LIC as Downgrade to Neutral from Buy

Citi expects housing market headwinds to emerge following a revised forecast for 100bps of cash rate hikes in 2026, alongside potential tax changes, which may weigh on investor demand.

Rising construction costs are also expected to pressure developer margins, particularly from FY27. While strong migration and supply shortages should support pricing, national house prices are seen as experiencing modest declines.

Citi downgrades ratings for residential developers Stockland and Mirvac Group to Neutral, citing limited near-term catalysts despite recent share price weakness.

The broker prefers land lease exposure, retaining Buy ratings on Gemlife Communities and Ingenia Communitie, but downgrades Lifestyle Communities to Neutral from Buy.

The target for Lifestyle Communities falls to $5.10 from $5.60.

Citi rates NWL as Buy

Citi expects market weakness to weigh on 3Q funds under administration (FUA) for Australian brokers and asset managers, though a rebound in April supports unchanged full-year forecasts.

Higher trading activity may also support revenue margins, the analyst explains.

The broker assumes Netwealth Group's earnings margin is down -30bps year-on-year in FY27 given elevated hiring activity.

Citi retains a Buy rating and lowers its target price by -7% to $27, reflecting weaker peer multiples.

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

$38.34

08 Apr
2026

market green arrow 1.080

OPEN

$38.50

market green arrow 2.90%

HIGH

$38.70

4,630,461

LOW

$38.03

TARGET
$35.958-6.2% 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 198.2 249.9 xxx
DPS (cps)xxx 166.0 168.0 xxx
EPS Growthxxx - 9.1% 26.1% xxx
DPS Growthxxx 0.0% 1.2% xxx
PE Ratioxxx N/A 15.5 xxx
Dividend Yieldxxx N/A 4.3% xxx
Div Pay Ratio(%)xxx 83.8% 67.2% xxx

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@Filapek
Rudi Filapek-Vandyck@Filapek
8h
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉#investing#XJO#equities#stocks
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
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DAILY FINANCIAL NEWS

Pexa Sentiment Sours Over Regulatory Cloud

Analysts’ assessments vary markedly on the impact on Pexa Group from potential regulatory reform

Apr 09 2026 - Small Caps


Guzman y Gomez silenced the naysayers with a more positive Australian sales update for the March quarter, sending shorters scrambling and brokers lifting forecasts

Apr 09 2026 - Small Caps


AI impacts on real estate assets are expected to be multi-functional, both positive efficiency/growth as well as disruptive depending on end user demand

Apr 09 2026 - Australia


Traditional documentation checking practices are becoming increasingly more unreliable, posits Digidentity’s MD Fred Slikker, so what’s the Finance industry’s response?

Apr 08 2026 - International


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

Apr 08 2026 - Technicals


Crude oil futures expiring in May represent potential shock for financial markets, DeCarleyTrading.com’s Carley Garner warns

Apr 08 2026 - Technicals


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RUDI'S VIEWS

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 09-04-26

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

Apr 09 2026


Australian Broker Call *Extra* Edition – Apr 09, 2026

Extra Edition of the Broker Call Report

Apr 09 2026


The Overnight Report: How Fragile The Ceasefire?

A global perspective on what happened overnight

Apr 09 2026


Today’s Financial Calendar – 09-04-2026

Significant Scheduled Events For 09 April, 2026

Apr 09 2026


ASX Winners And Losers Of Today – 08-04-26

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

Apr 08 2026


Australian Broker Call *Extra* Edition – Apr 08, 2026

Extra Edition of the Broker Call Report

Apr 08 2026


The Overnight Report: Two Weeks Extension

A global perspective on what happened overnight

Apr 08 2026


WEEKLY REPORTS

Weekly Update On LICs & LITs – 08-Apr-2026

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

Apr 08 2026

Australian Listed Real Estate Tables – 07-04-2026

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

Apr 07 2026

Weekly Ratings, Targets, Forecast Changes – 02-04-26

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

Apr 07 2026


Next Week At A Glance – 7-10 Apr 2026

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

Apr 03 2026

Weekly Top Ten News Stories – 3 April 2026

Our top ten news stories from 26 March 2026 to 02 April 2026

Apr 03 2026

The Short Report – 02 Apr 2026

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

Apr 02 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 02-04-26

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

Apr 02 2026

In Brief: Bell Financial, Pinnacle & Computershare

Bell Financial Group offers a growth pathway to more resilient and recurring revenue growth, Metrics private credit is dissected re Pinnacle and risks of tokenisation disruption for Computershare

Apr 02 2026

Weekly Update On LICs & LITs – 31-Mar-2026

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

Mar 31 2026


9K Followers
26.2K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
18h
Don't you worry, navigating the global circus in 2026 will look very straightforward and logical with the assistance of Harry Hindsight later on 😉 #investing #XJO #equities #stocks
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
A while ago, I suggested the local share market had become a Treasure Cove of value opportunities. One reader said: name me three! My response: how about 300? Now look at the past two days... In the share market, as much as in life, it's about perception and the things you
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Pro Medicus $PME: "An incrementally positive win for PME in the academic space which they are traditionally stronger in, however, the market is likely looking for more to shake off negative SaaS sentiment given the size of the deal doesn't necessarily move the
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Franklin Templeton: "Even though consumer spending remains the backbone of growth, a meaningful share of recent upside surprises in growth reflects AI investment and AI‑driven asset price gains. "AI‑related equity gains have reinforced a K‑shaped consumption pattern, with
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Flight Centre $FLT: "FLT has entered into a binding agreement to sell its shareholding (c.47%) in Pedal Group to Turner Collective (a related-party associated with FLT MD Graham Turner) for $61.7 million (2.7% of FLT's market cap). "The consideration represents a
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Telix Pharmaceuticals $TLX: "TLX has reported a strong 1Q26 update with revenues exceeding Consensus and RBCe forecasts. "Compared to our forecasts, the company has delivered stronger than expected PSMA imaging dose volumes and pricing. "While management
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on NextDC: "NXT's hybrid offer takes a bit of pressure off the recently shelved ~$500m subordinated debt offering and investors should view NXT's ability to source alternative long-term capital as generally positive. "The deal is supported by La Caisse (previously
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Citi (Sell) on Guzman y Gomez $GYG: "Easter Bunny brings Guzman holders a pleasant surprise "The acceleration of 3Q26 Australia LFL sales growth is likely to be well received given i) it is above VA consensus (but in line with CitiE), ii) it comes at a time when there has been
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Ed Yardeni (US #equities): "The IT sector's forward P/E at 20.7 has now converged with the S&P500's 19.9. For investors with a multi-year horizon, this is an attractive entry point. "The share of the S&P500’s market capitalization represented by the IT sector plus the
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    09 April 2026   Updated : 20:12   AEDT

    SPI Overnight

    8967.00

    -22.00

    -0.24%

    NZ50

    13273.810

    +19.870

    0.150%

    All Ordinaries

    9168.90

    +3.20

    0.03%

    S&P ASX 200

    8973.20

    +21.40

    0.24%

    S&P ASX 300

    8899.20

    +18.40

    0.21%

    Communication Services

    1724.00

    -2.00

    -0.12%

    Consumer Discretionary

    3524.20

    -31.50

    -0.89%

    Consumer Staples

    12745.40

    +107.30

    0.85%

    Energy

    10995.80

    +276.30

    2.58%

    Financials

    10031.10

    +119.80

    1.21%

    Health Care

    28012.40

    -342.40

    -1.21%

    Industrials

    8143.20

    -12.40

    -0.15%

    Info Technology

    1615.20

    -111.60

    -6.46%

    Materials

    23721.30

    -73.50

    -0.31%

    Real Estate

    3399.50

    -5.60

    -0.16%

    Utilities

    10425.20

    +196.70

    1.92%

    A-REITs

    1573.40

    -1.40

    -0.09%

    All Technology Index

    2656.30

    -121.90

    -4.39%

    Banks

    4474.60

    +69.00

    1.57%

    Gold Index

    18975.50

    -105.00

    -0.55%

    Metals & Mining

    8231.70

    -19.30

    -0.23%

    Click item/line to change chart

  • Australasia

    09 April 2026   Updated : 20:12   AEDT

    AUD/USD

    0.7035

    0.00

    -0.01%

    AUD/NZD

    1.2056

    0.00

    -0.35%

    NZD/USD

    0.5835

    +0.00

    0.33%

    AUD/JPY

    111.83

    +0.29

    0.26%

    SGD/AUD

    1.11

    +0.00

    0.05%

    AUD/EUR

    0.6023

    0.00

    -0.02%

    AUD/GBP

    0.5247

    +0.00

    0.11%

    AUDCAD

    0.9744

    0.00

    -0.18%

  • World

    09 April 2026   Updated : 20:12   AEDT

    CAD/USD

    0.7219

    +0.00

    0.15%

    EUR/JPY

    185.66

    +0.51

    0.28%

    EUR/USD

    1.1679

    0.00

    -0.01%

    GBP/USD

    1.3408

    0.00

    -0.15%

    USD/JPY

    158.97

    +0.45

    0.29%

    Click item/line to change chart

  • World

    09 April 2026   Updated : 20:12   AEDT

    FTSE100

    10574.59

    -34.29

    -0.32%

    DAX30

    23794.81

    -285.82

    -1.19%

    Hang Seng

    25752.40

    -140.62

    -0.54%

    Nikkei 225

    55895.32

    -413.10

    -0.73%

    NZ50

    13273.810

    +19.870

    0.150%

    DJIA

    47909.92

    +1325.46

    2.85%

    S&P500

    6782.81

    +165.96

    2.51%

    Nasdaq Comp

    22634.99

    +617.14

    2.80%

    S&P500 VIX

    21.43

    -4.35

    -16.87%

    US 10-year yield

    4.291

    -0.052

    -1.200%

    USD Index

    98.85

    -0.63

    -0.63%

  • Aus Stocks

    09 April 2026   Updated : 20:12   AEDT

    Amcor (US)

    42.37

    +3.33

    8.53%

    Newmont (US)

    118.15

    +3.50

    3.05%

    Rio Tinto (UK)

    7271.00

    -61.00

    -0.83%

    BHP Group (US)

    76.96

    +3.65

    4.98%

    Rio Tinto (US)

    98.45

    +3.79

    4.00%

    ResMed (US)

    230.70

    +4.65

    2.06%

    South32 (UK)

    238.80

    +1.60

    0.67%

    James Hardie (US)

    20.20

    +1.46

    7.79%

    Janus Henderson (US)

    51.60

    +0.14

    0.27%

    Click item/line to change chart

  • Metals & Minerals

    09 April 2026   Updated : 07:56   AEDT

    Gold (oz)

    4744.35

    +12.10

    0.26%

    Silver (oz)

    74.05

    +0.94

    1.29%

    Copper (lb)

    5.7500

    +0.16

    2.78%

    Aluminium (lb)

    1.5780

    +0.01

    0.39%

    Nickel (lb)

    7.8040

    +0.16

    2.14%

    Zinc (lb)

    1.4942

    -0.01

    -0.66%

    Copper (t)

    12673.00

    +343.16

    2.78%

    Aluminium (t)

    3478.00

    +13.50

    0.39%

    Nickel (t)

    17200.00

    +360.00

    2.14%

    Zinc (t)

    3293.25

    -21.85

    -0.66%

    Uranium (lb) weekly

    84.50

    +1.25

    1.50%

    Iron Ore (t)

    107.83

    -0.49

    -0.45%

  • Energy

    09 April 2026   Updated : 07:56   AEDT

    West Texas Crude

    94.41

    -15.93

    -14.44%

    Brent Crude

    96.76

    -7.00

    -6.75%

CALENDAR

Friday, 10 April 2026
NZ March Mfg PMI
JP March PPI
CH March PPI, CPI
US March CPI
US U. Mich Sentiment (April)
AMUAGM
GPTAGM
MFGEGM
Monday, 13 April 2026
US March existing home sales
GQGMarch update
Tuesday, 14 April 2026
NZ Feb net migration

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$23.41

REAREA GROUP LIMITED

market icon down$159.28

RMDRESMED INC

market icon down$32.68

TNETECHNOLOGY ONE LIMITED

market icon down$27.89

WOWWOOLWORTHS GROUP LIMITED

market icon up$37.18

WEEKLY PDF

Stories To Read From FNArena


WEEK 14
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FNARENA TALKS

FNARENA WINDOWS

Window on TECHNOLOGY

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026


Window on REAL ESTATE

Pexa Sentiment Sours Over Regulatory Cloud

Analysts’ assessments vary markedly on the impact on Pexa Group from potential regulatory reform

Apr 09 2026


Window on FOOD, BEVERAGES & TOBACCO

Guzman y Gomez’s Burrito Surprise Bites Shorters

Guzman y Gomez silenced the naysayers with a more positive Australian sales update for the March quarter, sending shorters scrambling and brokers lifting forecasts

Apr 09 2026


GEN AI

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026


FEATURE STORIES

The Critical State Of Critical Minerals

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