Global Equities Roundup: Market Talk

The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day. 2051 ET - Gold producer Regis Resources posts a soft start to FY 2027, says Citi. The miner's 1Q production result of 83,000 troy ounces is 12% below Citi's expectations and 9% weaker than consensus, the bank says.

"Whilst the in-line cash build despite the production miss suggests better cost control, we await the full quarterly report for more detail," says Citi. Regis plans to publish its full 1Q production result on Oct. 20. Citi notes that Regis has reiterated full-year guidance.

"We expect FY27 production to land in the lower half range," the bank says. 90 Australian dollars on Regis. 045. 22 as gains in electronics and machinery shares offset losses in financial stocks.

Hitachi Ltd. 7% lower. 52. 18 as of Tuesday's Tokyo stock market close.

Investors are closely watching developments in the Middle East conflict, crude oil prices and bond yields. com; @kosakunarioka) 2005 ET - Nine Dragons Paper's net dollar margin is likely to decline in FY27 with the rise in paper prices lagging raw-material cost inflation, says Citi analyst Eric Lau in a note. Margins are also likely to be weighed down by subdued consumption demand and an increase in paper-pulp supply, the analyst says. Citi expects net profit per ton to fall to 145 yuan in FY27 from 152 yuan in FY26.

80 and maintains its neutral rating. 31. S. stock gains overnight as concerns about borrowing costs ease.

1% at 70940 on the SGX. 18 as of Tuesday's Tokyo stock market close. Investors are focusing on developments in the Iran conflict, crude oil prices and bond yields. 98 on Tuesday, closing above the 70000 threshold for the first time since July 1.

com) 1928 ET - The recent G2E casino gaming conference in Las Vegas reinforces the view at Morgan Stanley that the earnings backdrop remains supportive for Australia-listed slots makers. Reiterating an overweight rating on both Aristocrat Leisure and Light & Wonder, Morgan Stanley analysts say their meetings with casino operators, competitors and industry participants left them confident that the market leaders are positioned to take further share. They tell clients in a note that content remains the rivals' key competitive moat, pointing out that both are investing in proven franchises and extending properties across more products and channels.

com) 1849 ET - Dicker Data's latest acquisition is viewed at UBS as an incrementally positive step despite its relatively small size. 8 million move for regional tech-solutions distributor Sektor Group helps develop its geographic expansion at an attractive acquisition multiple. They think the deal will be immediately accretive to EPS for the Australia-listed hardware and software distributor. With Dicker Data targeting southeast Asia, the UBS analysts want to see more evidence that Sektor can grow its revenues outside of Australia and New Zealand.

40 Australian dollars. 57 ahead of the open. com) 1838 ET - Sports Entertainment Group's regional expansion helps the sports media group secure a new bull at Bell Potter. Initiating coverage of the stock with a buy rating, analyst Michael Ardrey tells clients in a note that the Australian company's recent acquisition of New Zealand-based audio and ad platform MediaWorks brings opportunities for organic growth and above-target cost synergies.

With a business that includes sports-talk radio, digital media and live events, Ardrey thinks Sports Entertainment can generate average annual Ebitda growth of 13% through fiscal 2029. 45 Australian dollars. 265 ahead of the open. com) 1802 ET - For investors in HealthCo Healthcare & Wellness REIT, the focus has shifted to earnings quality and capital management.

That's the view of Macquarie after new leases were agreed for hospitals formally run by Healthscope, which became insolvent. Macquarie says new 20-year triple-net leases preserve face rents. They're either CPI-linked or have 3% fixed annual rent escalations, with an overall incentive of 12%. Macquarie says attention is now on the sustainability of HealthCo's distributions.

It notes HealthCo's FY27 guidance highlights a significant gap between funds from operations and underlying FFO. 6%-owned by HealthCo. "We expect that gap to narrow over time as UHF distributions gradually rebuild," Macquarie says. S.

indices on strength in artificial intelligence-related stocks. 4% away from a four-month low. Ahead of the open, gold miner Regis Resources said quarterly production met expectations despite heavy rain. Lottery Corp said its CFO decided to step down.

, the S&P 500 and Nasdaq Composite both closed at records. 5%. com) 1757 ET - Macquarie isn't ready to turn bullish on Tower, despite the New Zealand-based general insurer's upgrade to its annual earnings guidance. Tower now expects an underlying net profit of NZ$69 million-NZ$79 million in FY26.

That's above prior guidance of NZ$55 million-NZ$65 million. The upgrade reflects only NZ$25 million of large events claims costs, compared with Tower's FY26 allowance of NZ$45 million. "Tower is one of the few insurance companies in the region with organic volume growth," Macquarie says. 07 today.

com; @dwinningWSJ) 1732 ET - LGI's A$22 million purchase of two solar farms in eastern Australia's Queensland state should drive Ebitda growth this fiscal year, says Ord Minnett. The Brigalow and Chinchilla solar farms have a combined export capacity of 42 megawatts. Analyst Tim Elder expects the acquisition can be comfortably funded through cash and existing debt. 2 million in FY28," Ord Minnett says.

4 million in FY29 and FY30 as LGI captures forecast portfolio and revenue savings. "The acquisition strengthens LGI's medium-term growth outlook and broadens its electricity generation platform," says Ord Minnett, which rates LGI a buy. 45/share. 20.

com; @dwinningWSJ) 1421 ET - The S&P 500 and Nasdaq are hitting new highs in an upswing for markets that could get another boost from Washington soon, WEBs Investments' Ben Fulton says in a note. With Republicans expected to lose the House, and potentially the Senate as well, political gridlock may take hold in the month ahead, if it hasn't already, Fulton says. A stalemated Congress might generate fewer headlines, shifting investor focus away from politics and toward the economy and corporate performance, he says. "For now, the combination offers a compelling backdrop for continued market strength," Fulton says.

com) (END) Dow Jones Newswires October 06, 2026 20:51 ET (00:51 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.