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Australian Shares Fall; GQG Partners' Funds Under Management Fall in August

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Australian shares continued their decline on Friday, as oil prices continued to climb.

The S&P/ASX 200 Index fell 0.89%, or 78.20 points, to close at 8,741.20.

Overnight on Wall Street, the S&P 500 and the Dow Jones Industrial Average both fell 0.6%, while the Nasdaq Composite declined 0.7%.

Brent crude oil futures ​soared to trade around $108 per barrel, as the US and Iran continued to trade attacks, while the Iran-aligned Houthis took over the strategic port of Mocha in Yemen, threatening shipping via the Red Sea.

On the domestic front, Australian card transaction activity fell slightly in late August from a historical high earlier in the month, although quarterly growth momentum has continued to strengthen and is now in the 1.3% to 1.5% range, Westpac said.

In company news, GQG Partners (ASX:GQG) said its funds under management (FUM) stood at $149.2 billion as of Aug. 31. The company had reported FUM of $167.6 billion at the close of August 2025. Its shares earlier fell nearly 9%, hitting a record low.

Focus Minerals (ASX:FML) logged AU$0.2995 in earnings per share for the first half, compared with AU$0.7726 a year ago. For the six months ended June 30, revenue was AU$261.5 million versus AU$84.4 million previously.

Lastly, Larvotto Resources (ASX:LRV) logged AU$0.0134 in loss per share for the first half, compared with a loss of AU$0.0304 a year ago. For the six months ended June 30, other income was AU$1.6 million versus AU$1.1 million previously.

What else is happening in Asia?

Asia

Hearts and Minds Investments Posts Lower August Net Tangible Asset

Hearts and Minds Investments (ASX:HM1) reported post-tax net tangible asset of AU$3.34 per share as of Aug. 31, according to a Friday filing with the Australian bourse.The company recorded post-tax net tangible assets of AU$3.56 per share for August 2025, an earlier filing showed.Its portfolio was up 0.6% for the month of August and delivered an annualized pre-tax investment return of over 10% per year since inception.The portfolio offered a fully franked annualized dividend yield of about 6.5% as of Aug. 31, the filing said.The company's shares added nearly 1% in recent Friday trade.

ASX:HM1
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Cape EMS Partners with Helios PV to Distribute Battery Systems in Europe

Cape EMS (KLSE:CEB) subsidiary, Cape Renewables, signed a distribution and strategic collaboration agreement with Helios PV (Asia Pacific), to commercialize and distribute residential battery energy storage systems across Europe and the Asia-Pacific.The electronics manufacturer's unit will handle sourcing, system integration, assembly and testing, according to a Thursday Bursa Malaysia filing.Meanwhile, Helios, which is a unit of Frankfurt-listed Helios Solar AG, will handle market development, importation and distribution.

KLSE:CEB
Asia

White Energy Company Confirms Acquisition of Essential Global Resources, Oceltip Coal 2 Completed; Shares Fall 5%

White Energy Company (ASX:WEC) confirmed the completion of the acquisition of Essential Global Resources and Oceltip Coal 2, which has acquired the Tin Hut Creek project and associated assets, according to a Friday Australian bourse filing.White Energy issued 83.3 million fully paid ordinary shares to the shareholders of Essential Global as consideration for the acquisition of the membership interests in Essential Global. In connection with the Oceltip Coal 2 acquisition, the purchase price was AU$4.5 million, as adjusted for debts and other liabilities at completion.It also completed a placement to institutional and professional investors to raise AU$15 million at an issue price of AU$0.06 per share.Nathan Tinkler was appointed as Managing Director and Executive Chair of White Energy, succeeding Brian Flannery as Chairman.Its shares fell 5% in recent trading on Friday.

ASX:WEC