호주 증시 개장 전 뉴스: 모나델푸스 그룹(MND AT), FY27 첫 4개월간 영업 여건이 견조했고 7월 1일 이후 신규 계약 8억3,000만 호주달러를 확보했다고 발표

Aurizon Holdings (AZJ AT) - Co. reaffirmed FY27 underlying EBITDA guidance of AUD 1.725-1.775bln and dividend guidance of AUD 0.23-0.24/shr, with network volumes rising 3.2% to 74.7mln tonnes, coal volumes falling 4.0% to 63.5mln tonnes, Central Queensland coal volumes falling 0.6% to 45.6mln tonnes, NSW and Southeast Queensland coal volumes falling 12% to 17.9mln tonnes, bulk railed volumes rising 9% to 20.1mln tonnes and containerised freight volumes rising 14% in the four months through October; expects FY27 non-growth capex of AUD 590-660mln and growth capex of AUD 70-120mln, with network and bulk/containerised freight EBITDA expected to rise Y/Y, whilst coal EBITDA is expected to fall Y/Y. (Dow Jones Newsplus) Domino's Pizza Enterprises (DMP AT) - Co. is rolling out a financial assistance programme for its stores, drawing criticism from franchisees as the initiative will be funded largely through advertising fees paid by franchise operators. (AFR) Monadelphous Group (MND AT) - Co. reported strong operating conditions in the first four months of FY27, securing AUD 830mln in new contracts since July 1 amid particularly strong engineering construction demand, and expects H1 FY27 revenue of approximately AUD 1.7bln and net profit of AUD 80-85mln, although operating activity is expected to moderate in H2 as some projects conclude. (Dow Jones Newsplus) NextDC (NXT AT) - Co. CEO said he would be "mortified" to sell any of its land bank, although a hostile share raid and delays to its Footscray project could force asset sales. (The Australian) Superloop (SLC AT) - Co. expects FY underlying EBITDA of AUD 148-156mln, including an AUD 11mln contribution from Lynham, an AUD 3.8mln reduction from AGL and underlying growth of AUD 18.1-26.1mln, with capex forecast at AUD 58-62mln and 18.5k net new group customers added between July 1 and October 31. (Dow Jones Newsplus) Broker Ratings/Price Target ANZ Group (ANZ AT) price target raised by 1.5% to AUD 34.00/shr by Macquarie. Codan (CDA AT) price target cut by 3% to AUD 65.60/shr by Macquarie. Dyno Nobel (DNL AT) price target cut by 3.5% to AUD 4.20/shr by Macquarie. QBE Insurance (QBE AT) price target raised by 1.5% to AUD 26.60/shr by Macquarie. Smartgroup (SIQ AT) price target raised by 1.8% to AUD 11.51/shr by Macquarie. Ventia Services (VNT AT) price target cut by 11% to AUD 5.90/shr by Macquarie.