ASX 200 +0.10% to 9,029.7 as miners offset ANZ; Ventia -16.23%

ASX 200 close: 9,029.7 (+0.10%) Breadth: 125 advancers / 96 decliners Sentiment: mixed

The S&P/ASX 200 closed at 9,029.7 on 9 November 2026, up 8.9 points or 0.10%, as a 2.88% gain in Materials offset a 1.11% fall in Financials. ANZ.AU fell 3.20% to $39.05 after its full-year result, while VNT.AU lost 16.23% on a second-half revenue warning. Spot gold rose 1.29% to US$4,127.50/oz and China's October producer prices rose 5.7% year on year, above the 5.3% forecast, per Bloomberg.

What moved the index

The ASX 200 gained 10 bps on 9 November 2026 after trading as low as 8,968.5, down 0.58% from Friday's close.

• Miners: Materials +2.88%, worth about 65 bps. BHP.AU rose 2.74% to $59.20 and RIO.AU 1.55% to $152.26 as copper futures gained 1.44% to US$6.33/lb. The All Ords Gold index rose 4.23% with gold up 1.29%.
• Banks: Financials -1.11%, worth about -36 bps. ANZ.AU -3.20% led the four majors lower: NAB.AU -1.37%, CBA.AU -0.92%, WBC.AU -0.59%.
• Property trusts: A-REITs -1.27%, worth about -9 bps, a second day of losses after a 4% gain last week. SCG.AU fell 4.43% and GPT.AU 3.47%.
• Consumer and industrials: Consumer Discretionary -1.11% and Industrials -0.70%, together worth about -13 bps, with APE.AU -4.99% and VNT.AU -16.23%.

Together these four account for about 7 bps of the 10 bps move; Energy (+0.73%) and Information Technology (+0.88%) add most of the residual, and advancers led decliners 125 to 96.

Session highlights

• 8,968.5 was the session low; the index stood at 9,013.0 at 2pm AEDT, per Market Index, and closed 16.7 points higher.
• Uranium miners led the ASX 200: SLX.AU +12.12%, PDN.AU +10.86%, BOE.AU +10.71%, DYL.AU +10.60% and NXG.AU +7.28%. None lodged a price-sensitive announcement today.
• 15.3koz of October gold came from Northern Star's expanded KCGM mill, below plan after commissioning faults; NST.AU rose 0.78%, against EVN.AU +4.80% and NEM.AU +4.39%.
• JHX.AU gained 6.86% to $41.89 and LYC.AU 6.82% to $13.15.
• RBA Assistant Governor Sarah Hunter said AI-related investment will add to inflation in the near term, with the cash rate at 4.85% after five rises this year, per Bloomberg.

Sector scorecard

• Best: Materials (+2.88%)
• Worst: A-REITs (-1.27%)
• Dispersion (best minus worst): 4.15 pts
• Financials -1.11%, Consumer Discretionary -1.11%, Communication Services -1.00%; Energy +0.73%, Information Technology +0.88%
• Every major bank closed lower; the All Ords Gold index rose 4.23%, ahead of Materials.

Top movers

Notable announcements

• ANZ.AU: Full-year cash profit of $7.59 billion, in line with estimates, per Market Index. The collective provision charge rose 95% to $222 million; ABC reported analysts flagged a CET1 miss.
• VNT.AU: New CEO Mark Ralston reaffirmed 7% to 10% underlying NPATA growth for FY26 and targets at least $60 million in annual savings by December 2027, with about $30 million in one-off costs.
• DNL.AU: Explosives underlying EBIT rose 12% to $485 million. FY27 EBIT guidance is $515 million to $555 million, about 60% weighted to the second half.
• LLC.AU: May need to fund about $160 million of Milan project obligations in 1H FY27 if no alternative deal is reached by 31 December.
• NXT.AU: Goodman and Digital Realty confirmed a 9.9% stake bought at an average $9.22 a share; NXT.AU closed up 1.15% at $10.52.
• SSM.AU: Agreed to buy Programmed for $975 million, funded by a $475 million raising at $2.03 a share, a 7.7% discount.

At the AU close (16:15 AEDT)

S&P 500 futures rose 0.37% and Nasdaq 100 futures 0.06% at the AU close, after Nvidia's board opened an investigation involving CEO Jensen Huang.

Next catalysts (AEDT)

• Wednesday 00:30: US CPI and real earnings, October
• Wednesday 11:30: ABS lending indicators, September quarter
• Thursday: ANZ.AU trades ex-dividend for its 83 cent final dividend

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