ASX 200 FUTURES POINT TO A POSITIVE OPEN, WITH THE INDEX POISED TO TEST FREHE HIGHS AFTER THE S&P 500 AND NASDAQ CLOSED AT RECECT LEVELS ON IN-LINE US INFATION THAT KEPT KEPT EXPECTATIONS FOR A FED RATE CUT IN SEPTRAMPER INTACT.
The Global Risk Tone Improved as The Msci Acwi Also Printed an All-Time High, While Asian Equities Tracked The Us Higher Into Today’s Session. Futures at 8:30 am AES indicated to Modest Rise and a Potential Run at The 8,900 Mark, Reinforcing The Market’s Upward Momentum.
Commonwealth Bank of Australia Headlines Today’s Local Earnings Slate AFTER Posting Fy2025 Cash Profit of at $ 10.25 billion (+4.2% and/Y), Lifting ITS Final Dividend to $ 2.60 Per Share As Nim Rose 9bps to 2.08%; SHARES TRADED LOWER INTO THE RESESTS RESTIGERS WEIGHED PREMIUM VALUATION AGAINST LARGELY IN-LINE NUMBERS. Focus Now Turns to Margin Trabectory, Returns and Loan Growth capital, with the bank citing solid home and business lending volumes Through June.
COMPUTERSHARE SHARES SLIPPED EVENT TO HIGHER DIVIDEND AFTER FY2025 Results Showed 4.4% REVENUE GROWTH TO US $ 3.1 BILLION (Ex-Use Mortgage Services), with Management Ebit (Ex-Margin Incom) Up 17.4% and margin income ahead of expectations; Initial FY2026 Guidance Calls for Management EPS AROUND 140C, UP 4%. The Market Reaction Reflected Sensitivity to Margin-Incoma Normalization Even As Core Profitability and Roic Remained Strong.
IAG ADVANCED AFTER REPORTING FY2025 NPAT UP 51.3% TO $ 1.36 BILLION, INSURANCE PROFIT UP 21.2% TO $ 1.74 BILLION, AND A HIGHER FINAL DIVIDEND OF 19C (40% FRANKED), WITH CET1 CAPITAL RISING TO $ 3.94 BILLION; FY2026 GUIDANCE POINTS TO LOW-TO-MID SINGLE-DIGIT GWP GROWTH AND A REPORTED INSURANCE MARGIN OF 14%–16%, WITH RACQI BENEFITS SET TO LIFT GWP GROWTH TO ~ 10%POST-COMPLETE.
