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.

2016 Overview

Julia Lee
November 28, 2016

Market Update

Julia Lee
November 17, 2016

Peter Quinton on Trump’s victory

Bell Direct
November 17, 2016

Bell Potter: Banks post-results review

Bell Direct
November 11, 2016

mFund series: Peters MacGregor

Bell Direct
October 11, 2016

mFund series: RARE Infrastructure

Bell Direct
October 11, 2016

Bell Potter: Five standout stocks

Bell Direct
October 7, 2016

September newsletter Julia’s insights

Julia Lee
September 29, 2016