To The Moon

The $S&P/ASX 200(XJO.AU)$ declined 0.62% to 9,058.9, as a massive rally in $CSL LIMITED(CSL.AU)$ and miners offset a brutal selloff in banks, retail, and fintech.

Industry leaders: Electronic Manufacturing Services (+38.76%), Pharmaceutical Companies (+20.63%), Biotechnology (+19.86%), Consumer Electronics (+18.56%), and Oil & Gas Equipment & Services (+14.29%).

10 Popular Stocks Last Week

• $CSL LIMITED(CSL.AU)$ +23.3% — The biotech heavyweight skyrocketed on blowout earnings and plasma-collection volume recovery.

• $NEWMONT CORP-CDI(NEM.AU)$ +11.42% — The gold miner surged as gold prices rallied on safe-haven demand.

• $BHP GROUP LTD(BHP.AU)$ +6.21% — Advanced on copper and iron ore price strength.

• $Rio Tinto Ltd(RIO.AU)$ +4.65% — Gained on Pilbara shipments and Oyu Tolgoi copper momentum.

• $Block Inc(XYZ.AU)$ -4.65% — The fintech giant slid on consumer-spending slowdown concerns.

• $WESTPAC BANKING CORPORATION(WBC.AU)$ -4.35% — Fell on deposit competition and margin pressure.

• $ANZ GROUP HOLDINGS LTD(ANZ.AU)$ -4.53% — Declined on institutional-banking margin compression.

• $Macquarie(MQG.AU)$ -5.14% — Pulled back on profit-taking after recent strength.

• $WESFARMERS LTD(WES.AU)$ -7.14% — Collapsed on Bunnings and Kmart margin concerns.

• $NATIONAL AUSTRALIA BANK LTD(NAB.AU)$ -7.74% — The week's worst large-cap performer, tumbling on SME credit deterioration and commercial-property exposure fears.

Performance is subjected to market volatility

ASX Earnings Calendar: ~70 Companies Reporting

This is one of the busiest weeks of the Australian earnings season, with approximately 70 companies scheduled to report. Below is the day-by-day breakdown of key names:

Monday, August 24

The week kicks off with mid-caps: $REECE LTD(REH.AU)$ , $VENTIA SERVICES GROUP LIMITED(VNT.AU)$ , $Symal Group Ltd(SYL.AU)$ and $REGIS HEALTHCARE LTD(REG.AU)$

Tuesday, August 25

The large-cap deluge begins. Highlights include:

• $COLES GROUP LTD(COL.AU)$ : Supermarket giant; market watching same-store sales growth and margin defence

• $Woodside Energy Group Ltd(WDS)$ : Australia's largest oil & gas producer; oil-price trajectory and production guidance key

• $SCENTRE GROUP(SCG.AU)$: Shopping-centre operator; retail rent recovery in focus

• Also reporting: $ARB CORP LTD(ARB.AU)$ , $MONADELPHOUS GROUP LTD(MND.AU)$ , $Designer Brands Inc(DBI)$ , and 15+ others

Wednesday, August 26

• $FLIGHT CENTRE TRAVEL GROUP L(FLT.AU)$ : Sustainability of travel recovery and corporate-travel rebound

• $Domino's Pizza Enterprises Ltd(DMP.AU)$ : Same-store sales and franchisee profitability

• $LYNAS RARE EARTHS LTD(LYC.AU)$ : Rare-earth pricing and U.S. processing-plant progress

• Also: $NINE ENTERTAINMENT CO HOLDIN(NEC.AU)$ , $Newell(NWL)$ , $LOVISA HOLDINGS LTD(LOV.AU)$ , and more

Thursday, August 27 — Super Thursday

The heaviest day of the season, featuring multiple ASX 50 constituents:

• $WESFARMERS LTD(WES.AU)$ : After last week's 7% plunge, markets are desperate for confirmation that Bunnings and Kmart margins have bottomed

• $QANTAS AIRWAYS LIMITED(QAN.AU)$ : International route recovery, fare trends, and fuel-hedging strategy

• $RAMSAY HEALTH CARE LTD(RHC.AU)$ : Private-hospital surgical volume and health-insurer reimbursement dynamics

• $SOUTH32 LTD(S32.AU)$ : Coal, manganese, and copper segment performance

• $MINERAL RESOURCES LTD(MIN.AU)$ : Lithium and iron-ore production updates

• $XERO LTD(XRO.AU)$ : SaaS subscription growth and margin improvement

• Also: $MAGELLAN FINANCIAL GROUP LTD(MFG.AU)$ and 20+ others

Friday, August 28

• $HARVEY NORMAN HOLDINGS LTD(HVN.AU)$ : Furniture retail demand and New Zealand operations

• Also: $DICKER DATA LTD(DDR.AU)$ , $McMillan Shakespeare Ltd(MMS.AU)$ , and more

💰Dividend Payment Dates

Australian Macro Data，

• Tue, Aug 25 · 11:30am， RBA Meeting Minutes， August rate-cut deliberations. Market looks for guidance on pace of easing after 25bp cut to 3.60%.

• Wed, Aug 26 · 11:30am，Consumer Price Index (July)，Key inflation print. June YoY was 3.8%. Trimmed mean and monthly momentum in focus for RBA outlook.

• Thu, Aug 27 · 11:30am，Private CapEx (Q2)，Business investment and forward expenditure intentions.

• Fri, Aug 28 · 11:30am，Underemployment (July)， Labour-market slack gauge alongside prior week's payrolls data.

Regulatory & Market Structure Updates

• ASX Corporate Governance 5th Edition Forums

  The Australian Securities Exchange is hosting public consultation forums for its draft 5th edition Corporate Governance Principles this week: Adelaide (Tuesday, August 25) and Perth (Thursday, August 27). Submissions close September 14. The new edition is expected to strengthen board disclosure requirements around climate risk, cybersecurity, and diversity.

• New ASX CEO Takes Office September 1

  Anthony Attia has been appointed Managing Director & CEO, effective September 1, 2026. The ASX established Customer Audit and Risk Committees on July 1, with inaugural meetings held in August, marking a step forward in exchange governance.

• ASIC Beneficial Ownership Overhaul

  The Australian Securities & Investments Commission confirmed final technical settings on July 30 for a new substantial-holding disclosure regime, introducing the concept of "deemed economic interest." The compliance deadline is December 4, 2026; market participants must complete system upgrades before then.

• Glencore ASX Listing on Track

  Global mining and commodities giant Glencore has confirmed its intention to apply for ASX admission, targeting an October 2026 listing via CDIs. This would give Australian investors direct access to one of the world's largest diversified resource companies.

Bottom Line

1. 📊 EARNINGS: The busiest week of the ASX reporting season. ~70 companies report. Heavyweights Wesfarmers, Qantas, Woodside, Coles, Ramsay, South32, and Xero all release. All eyes on whether Wesfarmers and Qantas can reverse recent weakness.

2. 📈 MACRO: The RBA Minutes (Tuesday) and July CPI (Wednesday) are the two headline events. The inflation print will shape expectations for the September RBA meeting — after the August rate cut, will the Bank keep easing or hit pause?

3. ⚖️ REGULATION: ASX governance forums in Adelaide and Perth. New CEO transition imminent. ASIC's beneficial-ownership rules move toward the December deadline. Glencore's ASX listing process is also worth tracking; the October debut would add a heavyweight resource name to the local market.

Performance is subject to market volatility. Data as of August 23, 2026. Sources: ASX, ABS, RBA, Market Index.

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