0421 GMT - Jefferies analysts Michael Simotas and Naveed Fazal Bawa see bright spots for Domino's Pizza Enterprises in its annual result. The Domino's bulls say there are signs the business has stabilized, with EBIT flat for the past three halves and franchisee Ebitda stable. Still, early FY 2026 trading is below where they had hoped, and they note that the market won't like the reported declines in same-store sales. "DMP is on a journey," they tell clients in a note. "We see significant upside but there is a lot of work to do." Investors seem spooked, though, given that Domino's shares were down nearly 20% in recent trade. ([email protected]; @Mike_Cherney)

0410 GMT - RBC Capital Markets analyst Wei-Weng Chen says Flight Centre's near-term outlook "continues to screen weak," with management expecting 1H profits in FY 2026 to be "fairly flat" on the prior corresponding period. He expects to see the market downgrade expectations today for FY 2026, though Flight Centre said it wouldn't provide full-year guidance until its annual general meeting in November. He adds that Flight Centre's FY 2025 result reported today was largely in line with expectations. Flight Centre shares are down about 4.2% in recent trade. ([email protected])

0310 GMT - Nine Entertainment's guidance suggests that the Australian media conglomerate doesn't expect to immediately pay down debt on pocketing its cash from the sale of its stake in Domain, E&P analyst Entcho Raykovski says. He doesn't speculate on what Nine's intentions are but points to its guidance for A$18 million-A$23 million in fiscal 2026 net interest expenses. Nine's declaration of a A$0.49/share special dividend, funded by the A$1.4 billion in proceeds of its Domain divestment, is in line with prior guidance, he adds. E&P has a last-published neutral rating and a A$1.70 target price on the stock, which is up 6.7% at A$1.82. ([email protected])

0251 GMT - WiseTech still isn't being clear about how much FY 2026 revenue it expects from its new Container Transport Optimization product, says E&P analyst Paul Mason. He points out that the logistics-software provider's management will only talk about the potential revenue opportunity when CTO is fully rolled out, even when he asks them to clarify their near-term expectations. Mason doesn't argue with WiseTech's rationale for a deliberately slow rollout, but just wants more detail on short-term revenues. Without this, he says there is a question hanging over any investment thesis. E&P has a last-published positive recommendation and A$142.00 target price on the stock, which is down 9.5% at A$104.78. ([email protected])

0231 GMT - WiseTech Global's earnings guidance may not have missed expectations by quite as much as initially feared, RBC analyst Garry Sherriff suggests. He tells clients in a note that not all analyst forecasts took account of integration costs relating to WiseTech's recent acquisition of e2open. Excluding those $45 million-$50 million one-off costs, Sheriff reckons that the logistics-software provider's Ebitda guidance is only about 6% short of consensus, rather than the 13% seen at first glance. RBC has a last-published outperform rating and A$130.00 target price on the stock, which is down 9.3% at A$105.035. ([email protected])

0223 GMT - WiseTech's cost control was the highlight of the logistics-software provider's annual result for Jarden's analysts. They were already more optimistic than consensus on costs ahead of WiseTech's fiscal 2025 result announcement, but still saw the Australian company beat their forecast by 5%. Less positively, they tell clients in a note that WiseTech's revenue of US$778.7 million not only fell short of guidance, but missed their forecast by about 2%. Jarden has a last-published neutral rating and A$106.00 target price on the stock, which is down 8.9% at A$105.49. ([email protected])

0218 GMT - Australian supermarket operator Woolworths's weak trading update and FY 2026 guidance imply downgrades to consensus Ebit expectations of some mid-single-digit percent, says Jarden. Woolworths's food sales in Australia are up 2.1% in FY 2026 so far. That is well short of the 4.9% growth reported by rival Coles. Analyst Ben Gilbert says there is little evidence that recent price initiatives introduced by Woolworths are gaining traction. "Question now will be if something more fundamental needs to be done to get shoppers back into store as it does not appear, on face value, that Woolworth's loyalty, price and network investment is yielding the results it should," Jarden says. Woolworths shares fall 14% to A$28.85. ([email protected]; @dwinningWSJ)

0114 GMT - Nine Entertainment's annual result allayed fears at Jarden about the health of the media conglomerate's television revenues. Analysts Tom Beadle and Liam Robertson had been worried that consensus for TV revenue was too high heading into Nine's FY 2025 result, but now see that they were too pessimistic. TV was the only segment of Nine's business to fall short of consensus forecasts, but still beat Jarden's expectation by 6%. The analysts also use their latest note to call clients' attention to the potential for further capital management in addition to Nine's special dividend. Shares in Nine are up 7.5% at A$1.8325. ([email protected])

0023 GMT - Investors should be pleased with Worley's outlook, given recent weak commentary from peers and concerns about FY 2026 expectations, Jefferies analyst Ramoun Lazar says in a note. The engineering company has guided to FY 2026 Ebita growth year over year. The market currently expects growth around 7%, Lazar says. Worley expects its Ebita margin, excluding procurement, to be between 9.0%-9.5%. Consensus currently stands at 8.3%, says Lazar. Jefferies has a buy rating and A$16.18 target on Worley. The stock is up 5.4% at A$13.29. ([email protected]; @RhiannonHoyle)

2313 GMT -- Citi raises its price target on mall owner Scentre by 18% to A$4.60/share, highlighting its operational momentum and opportunity to overhaul its debt. Positive leasing spreads of 3.0% in 1H indicate strong negotiating power with tenants, Citi says. "Catalysts remain with the potential for significant subordinated buybacks in the short term and potential for asset level joint ventures in the medium term," analyst Howard Penny says. Citi is also optimistic about Scentre's ability to develop residential property next to its shopping malls in the future, using excess land and parking lots. Citi retains a buy call on Scentre, which ended Tuesday at A$4.06. ([email protected])

2152 GMT - Jefferies doubts Viva Energy's Convenience and Mobility business can achieve a target of A$500 million Ebitda in FY 2028. The C&M business delivered A$46 million Ebitda in 2Q of 2025 and only A$28 million in 1Q. The quarterly improvement reflected a better fuel margin. Analyst Michael Simotas says 2Q Ebitda provides a base for the business when annualized. There should also be savings benefits and an earnings boost from the conversion of gas stations to the OTR brand. "However, we believe consensus estimates are still significantly too optimistic," Jefferies says. "We don't see a path to the A$500 million Ebitda target, which leaves us on the sidelines despite undemanding valuation." Jefferies prefers Ampol among Australian refiners and fuel marketers. ([email protected]; @dwinningWSJ)

(END) Dow Jones Newswires