FINANCIAL NEWS

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Citi rates GLF as Neutral

Citi has lowered Gemlife Communities' FY25 EPS forecast to reflect the post-IPO share count. Earnings and growth forecasts remain unchanged.

No change to the broker's investment thesis, with upside potential still seen from faster pipeline rollout and further acquisitions.

Neutral rating and $5.60 target price are unchanged.

Morgans rates MEK as Buy

Morgans remains bullish on gold despite a recent correction, upgrading its price forecasts across FY26-FY29 and long term following the January rally. 

In terms of gold stocks, the broker's focus is on disciplined producers with strong execution and production-led cash flow growth, rather than just current free cash flow.

In the large-cap space, Newmont Corp is preferred over Northern Star Resources, and in the mid-cap, it is Ramelius Resources. Small-cap preference is Catalyst Metals.

Target price for Meeka Metals lifted to 40c from $30. Buy retained.

This report was published February 3.

Shaw and Partners rates RMS as Buy

The recent pullback in global gold and silver markets is considered an opportunity for investors to increase exposure to Shaw and Partners preferred stocks, including producers with robust organic growth and developers with scope to bring on near term capacity.

The broker has raised gold and silver price forecasts by 53.8% and 31.9%, respectively, in 2026 and now forecasts US$6000/oz from US$3,900/oz for 2026 and US$6500/oz from US$3,600/oz in 2027.

The silver price forecast for 2026 now stands at US$92/oz from US$70/oz and US$100/oz from US$56/oz in 2027.

Target price for Ramelius Resources is upgraded to $6.50 from $4.19 with a Buy rating as one of the preferred stocks.

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

$36.78

03 Feb
2026

market green arrow 0.030

OPEN

$37.40

market green arrow 0.08%

HIGH

$37.40

4,037,983

LOW

$36.61

TARGET
$35.028-4.8% 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 198.2 244.0 xxx
DPS (cps)xxx 166.0 167.2 xxx
EPS Growthxxx - 9.1% 23.1% xxx
DPS Growthxxx 0.0% 0.7% xxx
PE Ratioxxx N/A 14.8 xxx
Dividend Yieldxxx N/A 4.6% xxx
Div Pay Ratio(%)xxx 83.8% 68.5% xxx

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DAILY FINANCIAL NEWS

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DAILY MARKET REPORTS

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Extra Edition of the Broker Call Report

Jun 08 2022


The Overnight Report: Didn’t See That Coming

Wall Street turned around from early gains last night to close higher, but the local market is still in shock. Dow up 264. (Available for non-subscribers after 10am)

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Australian Broker Call *Extra* Edition – Jun 07, 2022

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The Overnight Report: Crossing The Line

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Jun 07 2022


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Jun 07 2022

Australian Listed Real Estate Tables – 06-06-2022

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Weekly Ratings, Targets, Forecast Changes – 03-06-22

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Weekly Top Ten News Stories – 3 June 2022

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Next Week At A Glance – 6-10 Jun 2022

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Australian Listed Investment Company Report

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Jun 03 2022


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Jun 03 2022

The Short Report – 02 Jun 2022

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Uranium Week: Follow The Leader

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Jun 01 2022


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THE MARKETS

    Click item/line to change chart

  • Australia

    04 February 2026   Updated : 10:42   AEDT

    SPI Overnight

    8794.00

    -20.00

    -0.23%

    NZ50

    13350.900

    -70.620

    -0.530%

    All Ordinaries

    9124.00

    -25.30

    -0.28%

    S&P ASX 200

    8836.10

    -21.00

    -0.24%

    S&P ASX 300

    8791.90

    -21.40

    -0.24%

    Communication Services

    1688.50

    -30.90

    -1.80%

    Consumer Discretionary

    3939.90

    -48.60

    -1.22%

    Consumer Staples

    11819.50

    -23.40

    -0.20%

    Energy

    9302.30

    +119.30

    1.30%

    Financials

    9118.20

    -137.30

    -1.48%

    Health Care

    33769.20

    -161.70

    -0.48%

    Industrials

    8296.00

    -97.30

    -1.16%

    Info Technology

    1837.90

    -136.90

    -6.93%

    Materials

    23542.00

    +669.60

    2.93%

    Real Estate

    3825.10

    -44.60

    -1.15%

    Utilities

    9547.20

    -64.70

    -0.67%

    A-REITs

    1762.90

    -20.40

    -1.14%

    All Technology Index

    2968.10

    -170.30

    -5.43%

    Banks

    3954.10

    -60.10

    -1.50%

    Gold Index

    20339.50

    +565.30

    2.86%

    Metals & Mining

    8119.40

    +241.70

    3.07%

    Click item/line to change chart

  • Australasia

    04 February 2026   Updated : 10:42   AEDT

    AUD/USD

    0.7015

    0.00

    -0.17%

    AUD/NZD

    1.1619

    +0.00

    0.03%

    NZD/USD

    0.6038

    0.00

    -0.15%

    AUD/JPY

    109.33

    +0.02

    0.02%

    SGD/AUD

    1.12

    +0.00

    0.10%

    AUD/EUR

    0.5939

    0.00

    -0.17%

    AUD/GBP

    0.5124

    0.00

    -0.23%

    AUDCAD

    0.9573

    0.00

    -0.37%

  • World

    04 February 2026   Updated : 10:42   AEDT

    CAD/USD

    0.7330

    +0.00

    0.25%

    EUR/JPY

    184.10

    +0.35

    0.19%

    EUR/USD

    1.1815

    +0.00

    0.04%

    GBP/USD

    1.3694

    +0.00

    0.08%

    USD/JPY

    155.82

    +0.24

    0.15%

    Click item/line to change chart

  • World

    04 February 2026   Updated : 10:42   AEDT

    FTSE100

    10314.59

    -26.97

    -0.26%

    DAX30

    24780.79

    -16.73

    -0.07%

    Hang Seng

    26834.77

    +59.20

    0.22%

    Nikkei 225

    54720.66

    +2065.48

    3.92%

    NZ50

    13350.900

    -70.620

    -0.530%

    DJIA

    49240.99

    -166.67

    -0.34%

    S&P500

    6917.81

    -58.63

    -0.84%

    Nasdaq Comp

    23255.19

    -336.92

    -1.43%

    S&P500 VIX

    18.00

    +1.66

    10.16%

    US 10-year yield

    4.183

    +0.045

    1.090%

    USD Index

    97.25

    -0.22

    -0.23%

  • Aus Stocks

    04 February 2026   Updated : 10:42   AEDT

    Amcor (US)

    44.92

    +1.17

    2.67%

    Newmont (US)

    117.14

    +4.24

    3.76%

    Rio Tinto (UK)

    6992.00

    +190.00

    2.79%

    BHP Group (US)

    72.74

    +3.35

    4.83%

    Rio Tinto (US)

    96.37

    +3.85

    4.16%

    ResMed (US)

    251.41

    -3.33

    -1.31%

    South32 (UK)

    233.50

    +5.50

    2.41%

    James Hardie (US)

    23.55

    +0.57

    2.48%

    Janus Henderson (US)

    48.12

    -0.13

    -0.27%

    Click item/line to change chart

  • Metals & Minerals

    04 February 2026   Updated : 08:10   AEDT

    Gold (oz)

    4973.31

    +287.56

    6.14%

    Silver (oz)

    85.34

    +5.57

    6.98%

    Copper (lb)

    6.0943

    +0.25

    4.31%

    Aluminium (lb)

    1.4089

    +0.02

    1.67%

    Nickel (lb)

    7.5029

    -0.45

    -5.70%

    Zinc (lb)

    1.5102

    +0.00

    0.22%

    Copper (t)

    13431.18

    +559.82

    4.35%

    Aluminium (t)

    3105.15

    +50.95

    1.67%

    Nickel (t)

    16536.50

    -999.50

    -5.70%

    Zinc (t)

    3328.50

    +7.30

    0.22%

    Uranium (lb) weekly

    100.00

    +12.00

    13.64%

    Iron Ore (t)

    102.16

    -0.50

    -0.49%

  • Energy

    04 February 2026   Updated : 08:10   AEDT

    West Texas Crude

    64.05

    +1.84

    2.96%

    Brent Crude

    68.15

    +1.81

    2.73%

CALENDAR

Wednesday, 4 February 2026
US ADP Jan Employment
AMC1H26 Earnings
COF1H26 Earnings
CQE1H26 Earnings
NUFAGM
Thursday, 5 February 2026
AU Dec Trade Balance
EZ ECB MonPol Decision
UK BOE MonPol Decision
US Dec/2025 Trade Balance
US Weekly Jobless Claims
BPT1H26 Earnings
Friday, 6 February 2026

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$26.62

REAREA GROUP LIMITED

market icon down$183.45

RMDRESMED INC

market icon down$35.72

TNETECHNOLOGY ONE LIMITED

market icon down$23.73

WOWWOOLWORTHS GROUP LIMITED

market icon up$31.10

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