Skip to main content

Weekly Wrap 5 September

Bell Direct
September 5, 2025

August reporting season closed with just 20–30% of companies beating expectations, as investors rewarded certainty in dividends, guidance, and cost control while punishing cautious outlooks. Standouts included Northern Star, Goodman Group, and JB Hi-Fi, while Woolworths, CSL, and James Hardie lagged on guidance misses. Looking to FY26, rate cuts, AI, gold, and resilient retailers are set to drive opportunity, but disciplined execution will be key.

In this week’s wrap, Grady covers:

  • (0:16): a look back at reporting season as a whole
  • (1:03): why investors are valuing clarity and strong guidance
  • (2:03): a dive into some key sectors, including retail, gold and real estate
  • (5:22): the themes shaping FY26’s outlook
  • (7:05): how the local market performed over the last trading week
  • (7:32): the most traded stocks and ETFs this week
  • (8:00): economic news items to look out for next week.

Market Update

Julia Lee
June 21, 2018

Equity Investor 18 June

Julia Lee
June 19, 2018

Market Update

Julia Lee
June 7, 2018

Market Update

Julia Lee
June 6, 2018

Equity Investor

Julia Lee
June 5, 2018

Equity Investor 28 May

Julia Lee
May 29, 2018

The SMSF trust deed – video

Bell Direct
May 28, 2018

Setting up your SMSF – video

Bell Direct
May 28, 2018

Equity Investor 21 May

Julia Lee
May 22, 2018