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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.

Closing Bell 28 November

Grady Wulff
November 28, 2022

Morning Bell 28 November

Grady Wulff
November 28, 2022

Weekly Wrap 25 November

Grady Wulff
November 25, 2022

Morning Bell 25 November

Sophia Mavridis
November 25, 2022

Closing Bell 24 November

Grady Wulff
November 24, 2022

Morning Bell 24 November

Grady Wulff
November 24, 2022

Closing Bell 23 November

Sophia Mavridis
November 23, 2022

Morning Bell 23 November

Grady Wulff
November 23, 2022

Closing Bell 22 November

Grady Wulff
November 22, 2022

Morning Bell 22 November

Sophia Mavridis
November 22, 2022