0450 GMT - The fact that Seek's fiscal 2026 guidance is largely in line with consensus forecasts actually looks positive to its bull at Citi. Analyst Siraj Ahmed tells clients in a note that the market had been worried about the job advertiser's Australia and New Zealand volumes ahead of its annual result announcement. Growth in Asia had been another concern, he adds. Seek's headline guidance for A$1.15 billion-A$1.25 billion in revenue and underlying profit of A$190 million-A$220 million is neutral relative to expectations. However, its outlook for mid-single-digit Asia revenue growth is better than Ahmed had expected. Seek also sees local volumes staying flat rather than falling. Citi has a last-published buy rating and A$28.50 target price on the stock, which is up 7.1% at A$27.50. ([email protected])

0443 GMT - Australian business lender Judo Capital's profitability is set to keep improving over the next two years, according to S&P Global Ratings. S&P analysts expect Judo's net interest margin to remain elevated as its streamlined origination process and customer engagement support higher lending rates. They acknowledge that Judo's bad and doubtful loans--at 2.43% of gross loans and advances--appear elevated relative to other Australian banks but point out in a note that other lenders are predominantly exposed to residential mortgages. ([email protected])

0432 GMT - Australian business lender Judo Capital looks to be keeping strong control of costs into its 2026 fiscal year, Citi analyst Thomas Strong says. He tells clients in a note that this control offsets the impact of bad and doubtful debts, which were slightly higher in fiscal 2025 than analysts had anticipated. Strong acknowledges that front-book volatility dragged Judo's net interest margin at the end of June to 2.93% from a six-month average 3.04%, but points out that front-book margins have since recovered to above 4%. Term-deposit pricing is also favorable, he adds. Citi has a last-published neutral rating and a target price of A$1.60 on the stock, which is up 2.0% at A$1.785. ([email protected])

0256 GMT - When asked on an analyst call why CSL thinks that its seasonal flu-vaccine revenues will stabilize, CEO Paul McKenzie replied that the company has been investing in the pediatric segment. He was speaking after the company announced that it would spin off its flu-vaccine business Seqirus and list it separately in Australia. A couple of years ago, CSL's share of the pediatric segment was zero, but now the company is expecting to soon achieve about 20% share, he said, adding that most of the vaccine fatigue is in the 18-64-year-old category. The stock is down 13% following annual earnings and the spinoff plan. ([email protected])

0048 GMT - BHP's raised net-debt target range suggests the miner will continue to pay above its 50% minimum dividend payout while also developing growth projects, says RBC Capital Markets analyst Kaan Peker. In a note, Peker says BHP's FY results demonstrate the consistency of its business. "The company is balancing its shift toward growth (namely in copper), and is continuing to pay compelling dividends, which adds to the investment case," he says. RBC has a sector perform rating and A$44.00 target on BHP. The stock is up 0.8% at A$41.80/share. ([email protected]; @RhiannonHoyle)

0025 GMT - The big surprise in Woodside Energy's 1H result was the size of its debt pile, says Jarden. Woodside reported net debt of US$8.7 billion at the end of June, well above Jarden's US$7.6 billion forecast. That meant gearing reached 19.5% at the end of the period, compared with expectations of 17.6%. Analyst Nik Burns says Woodside's net debt is surprising given it received US$1.9 billion from Stonepeak from selling a 40% interest in the entity that owns infrastructure supporting the Louisiana LNG project. Much of Woodside's 1H result, including Ebitda and net profit, was broadly in line with Jarden's expectations. Woodside falls 1% to A$26.62 in early trading. ([email protected]; @dwinningWSJ)

0019 GMT - Amplitude Energy's production guidance for FY 2026 looks conservative to Jarden. Amplitude has forecast output of 69-74 terajoules equivalent per day. That is some 4% below Jarden's forecast of 74.1 TJ/day at the midpoint of the range, and also a miss to consensus hopes. Still, analyst Nik Burns notes that Amplitude has form here. A year ago, its guidance looked a touch light and was subsequently upgraded twice. Jarden has a buy call and A$0.29/share price target on Amplitude, which is down 1.9% at A$0.26. ([email protected]; @dwinningWSJ)

2346 GMT - Woodside Energy's latest result again raises the question of how long it will continue to pay out 80% of underlying profit as dividends, says Barrenjoey analyst Dale Koenders. Woodside declared an interim dividend of US$0.53/share. That was above Barrenjoey's forecast of US$0.51 and consensus hopes for US$0.52. The payout represents an annualized yield of 6.9%. Woodside's gearing reached 19.5% at end of 1H, compared to a target of 10-20% through the cycle. Barrenjoey has a neutral call on Woodside. ([email protected]; @dwinningWSJ)

2346 GMT - RBC Capital Markets analyst Craig Wong-Pan thinks CSL's stock may dip today after the company announced its annual earnings and a sweeping restructuring, which includes spinning off its flu-vaccine unit Seqirus. Wong-Pan says CSL's main blood-products unit Behring missed on revenue and gross profit, that FY 2026 guidance was lower than expected, and the planned restructuring creates somewhat of a messy result. In its stock-market release, CSL painted a rosier picture, saying underlying FY 2025 profit rose 14% at constant currency and that the result was on target. As of Monday's close, CSL's stock had retreated some 3.6% so far this year. ([email protected])

2338 GMT - BHP's dividend beat is expected to be welcomed as a modest positive by investors, says Citi analyst Paul McTaggart. The miner's FY 2026 cost guidance is in line with expectations, he says. Underlying profit and Ebitda is line with consensus. Citi has a buy rating and A$43.00 target on BHP. The stock ended Monday at A$41.47/share. ([email protected]; @RhiannonHoyle)

2318 GMT - Reliance Worldwide's stock should trade well after providing guidance for its Americas business that was better than feared, Jefferies says. Reliance Worldwide signaled external sales in North America will fall by a low-single-digit percent in 1H, excluding the effect of customers bringing forward purchases due to tariff uncertainty. That forecast was better than Jefferies's expectation of a mid-single-digit decline, which reflected weaker construction conditions. Analyst Ramoun Lazar also notes Reliance Worldwide has reduced estimates for the effect on operating profits of U.S. tariffs in FY 2026 to US$25 million-US$30 million, from US$25 million-US$35 million. Most of this effect is expected in 1H. "We forecast US$20 million overall with US$15 million in 1H," Jefferies says. Reliance Worldwide ended Monday at A$4.60. ([email protected]; @dwinningWSJ)

(END) Dow Jones Newswires