Equity Pulse

Independent market research & investment insights. Companies, sectors & macro trends. Finmonk Research Pty Ltd (ABN 78 692 348 011). General information only.

[Equity Pulse @EquityPulseAU]

Qantas Airways (ASX: QAN) plans to cut 850 corporate jobs through its Accenture partnership, with some functions moving to India. The restructuring highlights AI-driven changes across Australia's corporate workforce.
#ASX #Qantas #Accenture #Aviation #Australia

[Equity Pulse @EquityPulseAU]

Aurizon Holdings (ASX: AZJ) maintained FY27 EBITDA guidance at A$1.725-1.775bn as coal volumes fell 4%. Containerised freight growth of 14.3% highlights the group's changing freight mix.

#ASX #Aurizon #RailFreight #Australia #Markets

[Equity Pulse @EquityPulseAU]

Superloop (ASX: SLC) forecast FY27 EBITDA of A$148-156m, targeting 21-27% growth. Group customers reached 954,000, while higher capex reflects continued network investment.

#ASX #Superloop #Telecommunications #Australia #Markets

[Equity Pulse @EquityPulseAU]

Australian consumer sentiment fell 2.7% to 78.2 in November, its lowest level in four years. Weakening household confidence raises concerns about Christmas spending and retail demand.

#ASX #Australia #Economy #ConsumerSentiment #Markets

[Equity Pulse @EquityPulseAU]

Qantas lifted first-half FY27 fuel costs 4% to A$3.75bn (+A$150m). It has hedged 85% of FY27 fuel needs; revenue per seat is still forecast to rise 8%-10% as travel demand holds.
#ASX #QAN #Aviation #Fuel

[Equity Pulse @EquityPulseAU]

APRA found Macquarie held too little capital for non-bank risks dating back to 2019. The issue is corrected, but a new A$100m capital buffer and full review follow. A separate A$500m bank buffer remains.
#ASX #MQG #APRA #Banking #Risk

[Equity Pulse @EquityPulseAU]

Macquarie’s half-year profit rose 50% to A$2.478bn; EPS increased 49% to A$6.52. Commodities profit jumped 83%, while Macquarie Capital fell 61%. Interim dividend: A$3.25/share.
#ASX #MQG #Banking #Earnings

[Equity Pulse @EquityPulseAU]

Woodside will return 20%-40% of its operating cash flow to shareholders, including a 20% base dividend. It also targets US$400m annual savings from 2028 through more than 500 job cuts.
#ASX #WDS #Energy #Dividends #Australia

[Equity Pulse @EquityPulseAU]

REA Group's quarterly revenue rose 11% to A$450m, despite falling property listings in Sydney and Melbourne. Higher fees per listing supported growth, while FY27 guidance remained unchanged.
#ASX #REA #Property #Earnings #Australia

[Equity Pulse @EquityPulseAU]

NAB reported FY26 statutory profit of A$6.143bn, while cash earnings fell 13.4%. Unpaid-loan charges jumped 86% to A$1.547bn, despite revenue growth of 5.8%.
#ASX #NAB #Banking #Earnings #Australia

[Equity Pulse @EquityPulseAU]

CBA, Westpac and NAB will lift variable home-loan rates by 0.25 percentage points from 13 November, passing through Tuesday’s RBA rise. Westpac Life’s bonus-inclusive savings rate rises to 5.50%.
#ASX #Banks #Mortgages #Rates #Australia

[Equity Pulse @EquityPulseAU]

Scentre’s Westfield centres logged 452m YTD visits (+3.2%) and A$30.5bn partner sales (+A$1bn); occupancy was 99.8%. FY26 FFO target 23.79c/security; distribution 18.473c.
#ASX #SCG #Retail #Property #Markets

[Equity Pulse @EquityPulseAU]

Goodman’s Q1 FY27 update shows A$90bn portfolio and A$19.7bn development work across 51 projects; data centres are 79% of work underway. Power bank 6.6GW, 3.6GW secured. FY27 operating EPS target +9%.
#ASX #GMG #Property #DataCentres #Infrastructure

[Equity Pulse @EquityPulseAU]

ABS survey: 82% of businesses said AI had not affected vacancies in August; 4% reported fewer roles. Media and telecoms were most exposed at 16%. This measures vacancies, not existing jobs.
#ASX #AI #Jobs #Australia #ABS

[Equity Pulse @EquityPulseAU]

Australian household spending rose 0.6% to A$82.6bn in September (+6.8% year-on-year). Real volumes grew 0.7% in the quarter; transport and health spending each rose 1.5%.
#ASX #Australia #Economy #ConsumerSpending #ABS

[Equity Pulse @EquityPulseAU]

ANZ-Roy Morgan confidence fell 1.7 points to 66.2, its lowest since late May. Only 14% felt better off than a year ago, while 56% felt worse, signalling weaker spending confidence.
#ASX #Australia #ConsumerConfidence #Households #Economy

[Equity Pulse @EquityPulseAU]

RBA raised its cash rate by 0.25 percentage points to 4.85%, after a 6–3 vote. Inflation is expected to stay above 3% over the coming year, increasing borrowing costs for households and businesses.
#ASX #RBA #Rates #Australia #Economy

[Equity Pulse @EquityPulseAU]

Catalyst cut FY27 gold guidance to 90,000-105,000oz after production fell to 22,231oz. Trident and Old Highway have been delayed to FY28, while shares fell about 24%.
#ASX #Gold #Mining #CYL

[Equity Pulse @EquityPulseAU]

Helia's nine-month profit fell 32% to A$136.5m as premiums dropped 53% to A$82.5m following the CBA contract loss. FY26 insurance revenue guidance remains A$330m-A$360m.
#ASX #Helia #Insurance #Australia

[Equity Pulse @EquityPulseAU]

Australian producer prices rose 1.1% in the September quarter and 3.6% annually. Construction and services pushed costs higher, while manufacturing output prices fell 1.3%.
#ASX #Inflation #Construction #Australia