TMS Insights September 2025: Reporting season goes algorithmic
Woolworths fell 15% in a day on a result that wasn't far from expectations. In this episode of TMS Insights, Ben and Jeremy unpack a reporting season where AI-driven trading turned ordinary results into extraordinary swings.
In this episode:
- 15 to 20% single-day moves have become normal in the ASX's biggest and most researched companies, and Ben and Jeremy explain where that leaves investors with a longer timeframe than three months.
- Coles wins the supermarket battle for now, but the pendulum between the two big grocers has swung before, and the cheap one today may not be the cheap one tomorrow.
- Kmart hits the ball out of the park again as Wesfarmers pays a special dividend, the capital management that earns its premium rating.
- Mineral Resources comes back from the dead with a consensus beat, a new chairman making his mark, and assets it's willing to sell to fix the debt.
- And WiseTech's result lands better than the volatility suggests, with most analysts upgrading targets once the E2open picture became clearer.
Companies discussed: Woolworths (WOW), Coles (COL), Wesfarmers (WES), Mineral Resources (MIN), WiseTech Global (WTC) and Commonwealth Bank (CBA).
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