1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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ANZ (ASX:ANZ) says the profitability of its lending has jumped strongly over the first half of the financial year. It's reported a first-half cash profit of $3.78 billion, up 70% on the second half of 2025. Its net interest margin rose 2 basis points to 1.56%, while it delivered a big lift in return on equity to 10.6 per cent, up from 6.1 per cent six months earlier . ANZ CEO has warned ..."...that the war is translating to greater economic uncertainty, with expectations of lower growth, higher inflation and interest rates which it says is likely to challenge some customers”. The bank has taken a collective provision charge of $175 million for potential loan stress resulting from the Middle East conflict. The interim dividend is maintained at 83 cents per share, with franking increased to 75 per cent.
Coles (ASX:COL) has flagged price rises -- amid escalating input costs and weaker consumer sentiment. The supermarket giant has delivered third-quarter sales revenue of 10.7 billion dollars, up 3.1 percent year-on-year. Supermarket revenue reached 9.8 billion dollars with comparable sales growth of 3.6%. Sales excluding tobacco grew 5.7%.Liquor sales declined almost 4% dollars amid soft trading conditions. CEO Leah Weckert says early fourth-quarter supermarket sales are holding steady with the March quarter, as more shoppers cut costs by eating at home.
ResMed's (ASX:RMD) margins have almost tripled over the past quarter...The medical devices company has seen gross margin expand by 290 basis points to 62.2 per cent. Meanwhile.. Third quarter revenue were up 8 per cent on a constant currency basis, reaching 1.4 billion dollars. And ResMed says it has returned 262 million dollars to shareholders through share repurchases and dividends. For the past quarter, shareholders will receive a 60 cents dividend per share. However, the share price is lower today... with CFO Brett Sandercock retiring, and device growth in the Americas missing expectations.
Qantas Group (ASX:QAN) is extending schedule changes into the first quarter of FY27. The airline is reducing domestic capacity by 5 percent, predominantly on major capital city routes. Internationally, capacity will reduce by 2 percentage points, but Qantas is redeploying aircraft to add 2,000 weekly seats to Europe. Qantas says the changes respond to sustained high fuel costs from the Middle East conflict and strong demand for European travel.
Evolution Mining (ASX:EVN) has seen an increase in its mineral resources and ore reserves. Group mineral resources contain 31 million ounces of gold and 4.2 million tonnes of copper, up 0.9 million ounces of gold from the prior year. Group ore reserves stand at 12 million ounces of gold and 1.3 million tonnes of copper. The increases were driven by growth at Cowal and Northparkes open pits, offset by mining depletion at Ernest Henry and Marsden.
Collins Foods (ASX:CKF) says the conditions are ready for it to transfer 20 Taco Bell restaurants to a new partnership. The arrangement involves Taco Bell and Restaurant Brands Holdings. The deal remains subject to landlord approvals, employment thresholds, and ACCC clearance.
