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.

Morning Bell 8 November

Grady Wulff
December 8, 2022

Morning Bell 6 December

Sophia Mavridis
December 6, 2022

Closing Bell 5 December

Grady Wulff
December 5, 2022

Morning Bell 5 December

Grady Wulff
December 5, 2022

Weekly Wrap 2 December

Sophia Mavridis
December 2, 2022

Morning Bell 2 December

Sophia Mavridis
December 2, 2022

Closing Bell 1 December

Sophia Mavridis
December 1, 2022

Morning Bell 1 December

Sophia Mavridis
December 1, 2022

Closing Bell 30 November

Sophia Mavridis
November 30, 2022

Morning Bell 30 November

Grady Wulff
November 30, 2022

Closing Bell 29 November

Sophia Mavridis
November 29, 2022

Morning Bell 29 November

Sophia Mavridis
November 29, 2022