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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.

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Closing Bell 26 October

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Morning Bell 26 October

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Closing Bell 25 October

Sophia Mavridis
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Morning Bell 25 October

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Closing Bell 24 October

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Morning Bell 24 October

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Weekly Wrap 21 October

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Morning Bell 21 October

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Closing Bell 20 October

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Morning Bell 20 October

Grady Wulff
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Closing Bell 19 October

Grady Wulff
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