Marcin Frąckiewicz

ASX Week Ahead: RBA Rate Call Puts Australia’s Stock Market Rebound on the Line
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ASX Week Ahead: RBA Rate Call Puts Australia’s Stock Market Rebound on the Line

ASX 200 futures signal a weaker open Monday ahead of the Reserve Bank of Australia’s rate decision Tuesday. A Reuters poll found 30 of 33 economists expect a 25 basis point hike to 4.35% after March CPI jumped 4.6% and fuel prices soared 32.8%. The RBA will release its decision and policy statement at 2:30 p.m. AEST Tuesday. Friday’s session saw the ASX 200 rise 0.7% to 8,730.
May 3, 2026
Liontown Shares Just Hit a Near Three-Year High. Kathleen Valley’s Cash Flow Is Why
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Liontown Shares Just Hit a Near Three-Year High. Kathleen Valley’s Cash Flow Is Why

Liontown shares surged 12.3% Friday to A$2.64, their highest in nearly three years, after reporting A$33 million in positive net cash flow for the March quarter and record spodumene sales from Kathleen Valley. The company kept FY2026 guidance unchanged and began early works on a planned mine expansion, with up to A$77 million to be spent before a final investment decision expected in early FY2027.
May 3, 2026
Lynas Rare Earths CEO Flags Texas Risk as U.S. Supply Push Enters New Phase
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Lynas Rare Earths CEO Flags Texas Risk as U.S. Supply Push Enters New Phase

Lynas Rare Earths CEO Amanda Lacaze said the company’s U.S. supply deal is not among its top five contracts and cast doubt on the planned Texas plant’s future. The Pentagon-backed agreement includes a $110/kg price floor for NdPr oxide. Lynas reported March-quarter sales of A$265 million, more than double last year’s figure. Shares closed at A$19.14 on May 1 after a volatile week.
May 3, 2026
Wesfarmers Stock Rebounds Near Year Low as Retail Investors Wait for the Next Shock
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Wesfarmers Stock Rebounds Near Year Low as Retail Investors Wait for the Next Shock

Wesfarmers shares closed up 0.71% at A$73.44 on Friday, marking a third straight gain but remaining near recent lows. The rise followed a broader S&P/ASX 200 rebound, not any new company announcement. Wesfarmers’ last major earnings update in February showed half-year net profit up 9.3% to A$1.6 billion. Investors remain cautious amid pressure on household spending.
May 3, 2026
Coles Group Ltd Shares Rise After Q3 Sales Beat — But Grocery Price Pressure Is Back
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Coles Group Ltd Shares Rise After Q3 Sales Beat — But Grocery Price Pressure Is Back

Coles Group reported a 3.1% rise in third-quarter sales to A$10.70 billion, driven by stronger supermarket and online performance, but warned of rising supplier and operating costs. Supermarket sales climbed 4.0% to A$9.78 billion, while liquor revenue fell 3.9%. The company flagged a direct fuel cost impact of A$10–15 million in the fourth quarter. Coles last traded at A$22.92, up 3.7%.
May 3, 2026
Cochlear Limited Shares Bounce, But One Big Question Still Hangs Over ASX Investors
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Cochlear Limited Shares Bounce, But One Big Question Still Hangs Over ASX Investors

Cochlear Limited shares closed at A$98.77 on May 1 after a 5.07% rebound, but remain 69% below their 52-week high following an April profit warning. The company slashed its FY26 profit guidance to A$290–A$330 million, citing weak implant demand and hospital constraints. Analysts described the downgrade as extraordinary and warned of further downside. Normal ASX trading resumes Monday at 09:59:45 Sydney time.
May 3, 2026
Goodman Group’s AI Data Centre Bet Runs Into a Sydney Deadline
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Goodman Group’s AI Data Centre Bet Runs Into a Sydney Deadline

Goodman Group’s plan for a 90-megawatt data centre at 12 Mars Road, Lane Cove, faces local opposition over height, noise, and infrastructure strain as the public comment period ends May 5. The project would demolish four warehouses for two 24-hour data centre buildings. Lane Cove already hosts or plans five data centres. Project Mars is classified as a State Significant Development under NSW planning rules.
May 3, 2026
Mineral Resources’ $765 Million POSCO Lithium Deal Hits the Real Test: Approvals and Debt
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Mineral Resources’ $765 Million POSCO Lithium Deal Hits the Real Test: Approvals and Debt

Mineral Resources Ltd has signed agreements to sell 30% of its new lithium joint venture to POSCO Holdings for US$765 million, moving the deal into the approvals stage. Proceeds are expected to redeem US$750 million in bonds and cut annual finance costs by about A$150 million. MinRes lifted FY26 volume guidance and reported a net debt drop to A$4.5 billion. The transaction is not yet closed and remains subject to approvals.
May 3, 2026
Woolworths Group Ltd’s 300-Item Price Freeze Is Here — Investors Now Face Profit and Court Risk
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Woolworths Group Ltd’s 300-Item Price Freeze Is Here — Investors Now Face Profit and Court Risk

Woolworths shares fell nearly 10% last week after the company cut its domestic food earnings outlook and announced a three-month price freeze on 300 staple products. Third-quarter group sales rose 4.5% to A$18.1 billion, but profit margins are under pressure. The company awaits a Federal Court ruling on allegations it misled shoppers with “Prices Dropped” promotions. Woolworths denies the claims.
May 3, 2026
Nationwide £100 Fairer Share Update: 64,527 Net Switches Put 2026 Payout In Focus
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Nationwide £100 Fairer Share Update: 64,527 Net Switches Put 2026 Payout In Focus

Nationwide Building Society led UK current-account switching in late 2025, with net gains of 64,527 accounts, according to official data. The company has not confirmed if it will repeat its £100 Fairer Share payment for eligible members in 2026. Nationwide says more than 4 million members received the payment in 2025. Account switching rose 43% year-on-year in the first quarter, CASS reported.
May 3, 2026
Woodside Energy’s $17.5 Billion LNG Bet Faces Its First Big Buyer Test
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Woodside Energy’s $17.5 Billion LNG Bet Faces Its First Big Buyer Test

Woodside Energy is facing buyer resistance over liquefaction fees for its Louisiana LNG project, with potential customers pushing back against rates above $2.80 per MMBtu, Reuters reported. The project is 24% complete and on budget, targeting first LNG in 2029. Woodside has signed one long-term deal with Uniper for up to 2 million tonnes a year. The company declined to comment on fee negotiations.
May 3, 2026
Westpac Banking Corporation Earnings Preview: Why May 5 Could Move ASX Bank Stocks
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Westpac Banking Corporation Earnings Preview: Why May 5 Could Move ASX Bank Stocks

Westpac will report first-half results Tuesday as the Reserve Bank of Australia is expected to raise its cash rate to 4.35%. The bank said lending rose 4%, deposits 3%, and its credit impairment charge will be 10 basis points of average gross loans. The pending RAMS mortgage sale will cut net profit after tax by A$75 million. Westpac shares last closed at A$38.45, down from A$42.59 in April.
May 3, 2026
National Australia Bank Results Preview: NAB Shares Face Monday Test as RBA Hike Looms
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National Australia Bank Results Preview: NAB Shares Face Monday Test as RBA Hike Looms

National Australia Bank expects first-half credit impairment charges to rise to A$706 million, roughly double a year earlier, and will take a A$1.347 billion pre-tax software write-down. NAB will apply a 1.5% discount to its dividend reinvestment plan to raise up to A$1.8 billion. The bank reports results Monday, a day before the Reserve Bank of Australia is widely expected to lift rates to 4.35%.
May 3, 2026
Macquarie’s Mortgage Surge Before Results: Why Australia’s Big Banks Are Watching
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Macquarie’s Mortgage Surge Before Results: Why Australia’s Big Banks Are Watching

Macquarie Bank added A$3.6 billion in household mortgages in March, the fastest monthly gain among Australian deposit-taking lenders, lifting its book to A$173.7 billion, according to APRA data. The increase comes days before parent Macquarie Group reports full-year results on May 8. Australia’s total mortgage market reached A$2.46 trillion in March despite higher interest rates and new lending caps.
May 3, 2026
ANZ Profit Jump Masks a Tougher Test as Shares Slide After Half-Year Results
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ANZ Profit Jump Masks a Tougher Test as Shares Slide After Half-Year Results

ANZ Group Holdings posted a first-half cash profit of A$3.78 billion and kept its interim dividend at 83 cents a share, with franking raised to 75%. Shares fell 2.84% to A$35.61 despite a 14% rise in cash profit and a 22% drop in operating expenses. Investors focused on credit risk and an unfinished overhaul. ANZ took a A$126 million collective provision charge, including A$175 million for Middle East conflict exposure.
May 3, 2026
CSL Buyback Near 2017 Lows: Why the ASX Biotech Giant Is Under Pressure
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CSL Buyback Near 2017 Lows: Why the ASX Biotech Giant Is Under Pressure

CSL Limited bought back 110,004 shares for A$13.69 million on April 30, extending its on-market buyback as shares trade near multi-year lows, according to a May 1 ASX filing. CSL shares closed Friday at A$124.84, barely above a 52-week low and less than half the year’s high. Half-year revenue fell 4% to US$8.3 billion, with net profit after tax down 81% to US$401 million.
May 3, 2026
Meta Stock Falls as Zuckerberg’s $145 Billion AI Spending Plan Tests Wall Street
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Meta Stock Falls as Zuckerberg’s $145 Billion AI Spending Plan Tests Wall Street

Meta shares fell nearly 9% Thursday and closed Friday at $608.75 after the company raised its 2026 capital spending forecast to as much as $145 billion, citing higher data-center and component costs. First-quarter revenue rose 33% to $56.31 billion, but Reality Labs posted a $4.03 billion loss. Daily user numbers slipped from the prior quarter due to disruptions in Iran and Russia.
May 3, 2026
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