Key Highlights

  • Helloworld (ASX:HLO) guided FY27 underlying EBITDA of $78 million to $84 million, including $14 million from Crown Currency Exchange.
  • Southern Cross Media (ASX:SXL) appointed a new Non-Executive Chair and established a Risk, Regulatory & Compliance Committee.
  • Dexus Convenience Retail REIT (ASX:DXC) confirmed a 20.9 cent distribution and doubled its buy-back target to 5%.

Helloworld Travel Limited (ASX:HLO) traded at $1.325, down 1.85%, on volume of 393,522 shares during the trading session on 26 October 2026. Southern Cross Media Group Limited (ASX:SXL) traded at $0.485, down 1.02%, on volume of 218,833 shares, and Dexus Convenience Retail REIT (ASX:DXC) traded at $2.77, up 0.36%, on volume of 510,261 securities. Each stock recorded unusual volume, meaning trading volume at least 50% above its average daily volume over the last month.

Helloworld: FY27 Guidance Dated 16 October 2026

Helloworld said it traded positively in Australia and New Zealand in the first quarter of FY27 despite the conflict in the Middle East and aviation fuel costs, and that unaudited total transaction value and underlying EBITDA for the quarter were line ball with the prior corresponding period. It refunded significant sums for cancelled travel, though most cancellations led to new bookings across the rest of calendar 2026.

Forward bookings for the remainder of FY27 show growth of about 10%, and 52% of international air ticket sales in the September quarter were premium class. Including the acquisition of the Crown Currency Exchange business on 30 October, the company expects FY27 total transaction value of about $4.8 billion and underlying EBITDA of $78 million to $84 million, including $14 million from the acquisition, compared with $60.2 million in FY26.

Southern Cross Media: Board Change Dated 7 September 2026

Southern Cross announced that its Non-Executive Chair stepped down from the role and remains a Non-Executive Director, and that a director nominated by SGH Limited, which holds a substantial interest, became Non-Executive Chair with immediate effect. The board established a Risk, Regulatory & Compliance Committee, chaired by the former Chair, and the independent directors elected a Lead Independent Director to oversee governance. The company said the changes follow the settling of the management structure after the combination with Seven West Media completed in January 2026.

Dexus Convenience Retail REIT: FY26 Results Dated 10 August 2026

DXC confirmed a full-year distribution of 20.9 cents per security, in line with guidance, on funds from operations of $28.7 million, up 1.2%. Like-for-like income grew 3.0%, occupancy was 99.2% and the weighted average lease expiry was 7.6 years. Statutory net profit was $56.4 million against $39.4 million, and a $27.4 million valuation uplift lifted NTA per security 6.0% to $3.86.

Gearing was 30.6%, with no debt expiries until FY28. The buy-back target was doubled to 5% after 60% of the initial 2.5% was completed, and the distribution policy now targets a payout of 95% to 110% of funds from operations.

About the Companies

Helloworld is an Australian and New Zealand travel distribution business with more than 1,400 outlets and over 700 home-based brokers. Southern Cross Media is an Australian media group. DXC owns a portfolio of 915 convenience retail properties.

Risks

Helloworld's guidance depends on bookings and conditions affected by the Middle East conflict and fuel costs. Southern Cross has a substantial shareholder nominee as Chair, which the board addressed through governance measures. DXC's payout ratio policy allows for distributions above funds from operations.

Catalysts on Investors' Radar

Helloworld's completion of the Crown Currency Exchange acquisition on 30 October, DXC's buy-back progress and the next committee and board reporting at Southern Cross are the named items.

Final Perspective

The three consumer-facing companies traded on unusually high volume with small moves. Their most recent updates cover guidance, governance and property results.