ASX 200 rises 0.18% to 8,908.1 as retailers rebound and COL.AU falls 7.67%
ASX 200 close: 8,908.1 (+0.18%) Breadth: 111 advancers / 100 decliners Sentiment: mixed
The S&P/ASX 200 closed at 8,908.1 on 30 October 2026, up 16.3 points or 0.18%, after consumer discretionary rebounded 2.73% and the index gave back most of a 1.14% early gain as Nasdaq 100 futures fell 1.95%. COL.AU fell 7.67% to $21.66 after guiding to flat first-half Supermarkets earnings of about $1.23bn, against $1.32bn consensus (Market Index). Amazon fell 7.3% and Intel 23% in US after-hours trade on Thursday, and Japan's Nikkei closed 2.32% lower (Market Index).
What moved the index
Consumer discretionary, health care and industrials added about 36 bps to the ASX 200 on 30 October 2026, against about 25 bps taken by materials and Coles.
- Retail rebound: consumer discretionary +2.73%, worth about 20 bps of the 18 bps index move. WES.AU rose 3.61% to $76.69 and JBH.AU 6.21% to $72.88, a day after both fell on AGM trading updates; Macquarie kept its Outperform rating on JB Hi-Fi, citing its record in Black Friday and Christmas promotions (Market Index).
- Health care and industrials: +0.84% and +1.14%, together about 16 bps. CSL.AU gained 1.64% to $200.73. REH.AU jumped 8.44% to $17.09 after first-quarter sales rose 4.3% on strength in Australia and New Zealand (Market Index), and BXB.AU added 2.00%.
- Materials: -0.87%, worth about -17 bps. The All Ords Gold index fell 2.17% as December gold slipped 0.84% to US$3,997.5/oz; CYL.AU lost 24.76% and EVN.AU 2.00%. PLS.AU fell 4.00% and LYC.AU 7.14% after Chinese lithium carbonate futures dropped 8.4% to 88,360 yuan a tonne on Thursday (Market Index), and RIO.AU lost 1.59% to $147.31 after Rio Tinto suspended underground work at Oyu Tolgoi.
- Coles: COL.AU -7.67%, worth about -8 bps on its own. Consumer staples fell 0.97% as WOW.AU rose 1.87% and EDV.AU 4.31%.
Together, these four drivers account for about 11 bps of the 18 bps move; energy +0.97% and financials +0.14% supply most of the residual, offset by information technology -1.34%. Advancers led decliners 111 to 100 across the 219-name sweep, with 8 unchanged.
Session highlights
- 8,992.7 was the session high, up 1.14%, before the index shed 84.6 points into the close; the AFR said the Wall Street technology sell-off reached local trade in the afternoon.
- 1.28% was the ASX 200 gain for the week, from 8,795.2 on Friday 23 October.
- Nikkei -2.32% to 63,160.58 and KOSPI -4.24% to 5,685.97 at their closes, after SK Hynix and Advantest fell more than 6% each (Market Index); the Hang Seng was up 1.70% into the AU close.
- 80% was the ASX Rate Tracker probability of an RBA hike to 4.85% on Tuesday, as at Thursday's close (Market Index).
- US$77,000 was the level Bitcoin fell below, its lowest since September, after Binance froze US$3bn of assets on a suspected hack (Market Index).
Sector scorecard
- Best: Consumer Discretionary (+2.73%)
- Worst: Information Technology (-1.34%), with All Ords Gold -2.17%
- Dispersion (best minus worst): 4.07 pts
- Materials had the widest internal spread, 29.10 pts, from JHX.AU +4.34% to CYL.AU -24.76%.
- Industrials +1.14%, Energy +0.97%, Health Care +0.84%, Communication Services +0.79%, Utilities +0.67%, A-REITs +0.28%, Financials +0.14%, Resources -0.72%, Materials -0.87%, Consumer Staples -0.97%.
Top movers
| Ticker | Move | Reason |
|---|---|---|
| REH.AU | +8.44% | First-quarter sales rose 4.3%; Australia and New Zealand offset soft US sales. |
| JBH.AU | +6.21% | Macquarie kept Outperform after Thursday's 2.89% fall on weak first-quarter sales. |
| TCG.AU | +4.79% | Unannounced, likely flow-driven. |
| JHX.AU | +4.34% | Unannounced, likely flow-driven. |
| EDV.AU | +4.31% | First-quarter group sales rose 2.8% to $3.18bn. |
| 4DX.AU | -25.61% | Unannounced, likely flow-driven. |
| CYL.AU | -24.76% | Quarterly gold output fell 30% to 22.2koz, 21% below estimates. |
| KCN.AU | -12.70% | Chatree output of 14,802oz gold after a Plant 1 failure. |
| IPX.AU | -12.24% | Gave back part of Thursday's 16.67% gain on its quarterly report. |
| SRL.AU | -11.61% | Unannounced, likely flow-driven. |
Notable announcements
- COL.AU: Supermarkets comparable sales rose 2.7% in the first quarter, down from 4.6% a year earlier, and slowed further in the first four weeks of the second quarter; Coles is relaunching its Every Day Price program before Christmas (Market Index).
- CYL.AU: all-in sustaining cost was $3,512/oz on gold sold, up from $2,666/oz in the June quarter, and first production from two new mines moved into FY28 (Market Index).
- EDV.AU: retail sales rose 3.0% to $2.58bn and hotels sales 1.9% to $603m in the 14 weeks to 4 October, with gaming revenue flat (Market Index).
- KCN.AU: cash rose 27% to $108.9m in the September quarter, and FY27 Chatree guidance stands at 75,000 to 85,000oz of gold (ShareCafe).
At the AU close (16:15 AEDT)
| Asset | Level | Change | Context |
|---|---|---|---|
| Nikkei | 63,160.58 | -2.32% | Closed; Asian chipmakers fell after Intel's forecast |
| KOSPI | 5,685.97 | -4.24% | Closed; SK Hynix fell more than 6% |
| Hang Seng | 23,349.56 | +1.70% | Trading |
| Brent (Jan) | US$112.30 | +1.35% | January contract, at 4:15pm |
| Gold (Dec) | US$3,997.5/oz | -0.84% | Back below US$4,000 |
| AUD/USD | 0.7029 | -0.03% | RBA decision Tuesday 3 November |
Next 24h catalysts (AEDT)
- Fri 23:30: US employment cost index, September quarter
- Mon 2 Nov: WBC.AU full-year results (Market Index)
- Tue 3 Nov 14:30: RBA cash rate decision
- Thu 5 Nov: NAB.AU full-year results; MQG.AU half-year results follow on Friday 6 November (Market Index)
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