- The trend backdrop is active with a 9-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
KAT
ASX
Week ended 07 Aug 2026
Weekly Investor Report
Katana Capital Limited · Financial Services · Asset Management
Latest close
1.39 AUD
1.1%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 1.5% above the Trend Line and sits at 73.6% of its 52-week range. The latest completed week returned 1.1%, after a 1.1% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is expensive relative to peers. The latest news-sentiment score is 52/100. Near-term considerations: volume confirmation is below normal.
Setup score
51
out of 100
Latest Close
1.39 AUD
7 Aug 2026
1W Return
1.1%
latest completed week
4W Return
1.1%
short-term follow-through
12W Return
2.6%
quarterly tape
Trend Breadth
92.3%
48 of 52 weeks active
Volume Ratio
0.4x
vs 13-week average
- Next-week expectancy is negative at 42.55% based on similar historical setup states.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
1.1%
Latest completed week; four-week move 1.1%.
Indicator stack
82/68
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Negative 42.55%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
52/100
7 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 1.5% above the Trend Line and sits at 73.6% of its 52-week range. The latest completed week returned 1.1%, after a 1.1% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.4x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.5912-week average 0.45
12-week confirmation
Trend active10/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership10/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.59Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 1.1% over four weeks, 2.6% over 12 weeks, and 10.7% over one year. The current trend has remained active for 9 consecutive weeks.
Performance by holding period
Active trend streak9 weeks
Active weeks in one year48
Trend breadth92.3%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.36Latest activity-pressure read.
Pressure change147.1%Four-week change in activity pressure.
Leadership-2.33Latest relative-leadership reading.
RS change-204.3%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2024
Field coverage 64%
Model confidence 19%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength24/100Blend of value, momentum, and quality. Underlying universe rank 77; rank 1 is best.
Value15/100Relative valuation strength. Underlying universe rank 86; rank 1 is best.
Quality9/100Profitability and accounting quality. Underlying universe rank 92; rank 1 is best.
Momentum87/100Medium-term price momentum. Underlying universe rank 14; rank 1 is best.
Growth1/100Revenue and earnings growth. Underlying universe rank 100; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 20.7x Price divided by trailing earnings.
- Price / sales
- 12.6x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- -15.6% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- -189.4% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -49.7% Latest one-year revenue growth.
- EPS growth
- -49.0% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -235.8% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 2/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 1.4% Cash dividends relative to market value.
- Buyback yield
- 4.1% Net share repurchases relative to market value.
- Shareholder yield
- 5.6% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment52/100
Weighted news tone is neutral across 7 relevant articles.
1 positive · 6 neutral · 0 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-3.5%Distance below the 52-week high.
13-week volatility1.5%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher11 of 2611 weeks finished lower.
Best week+2.6%Week of 24 Apr.
Worst week-2.2%Week of 27 Mar.
Latest week+1.1%Week of 7 Aug.
Shape of recent returns
Strong gains0
Modest gains11
Flat weeks4
Modest losses11
Sharp losses0
Recent vol1.5%13-week weekly-return volatility.
Base vol1.3%52-week weekly-return volatility.
Up/down split24/17Count of positive and negative weeks in the 52-week window.
Average skew1.4% / -1.3%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorAU Financial Services
4-week rank- / 100
Group average2.0%
Trend breadth43.0%
Trend43.0%active weekly trend signals
MD80.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
IndustryAU Asset Management
4-week rank50 / 100
Group average0.7%
Trend breadth29.0%
Trend29.0%active weekly trend signals
MD72.0%positive activity pressure
RS25.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape53/100
Trend, activity pressure, participation, and risk combine to a 53/100 tape read.
Indicator analysis66/100Latest 12-week confirmation: trend 10/12, activity pressure 6/12, relative leadership 10/12.
Activity pressure 0.59; No reversal markers Next-Week ExpectancyNegative 42.55%Next-week expectancy is negative with a 42.55% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors31/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 3; Small Cap Core rank 25 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment52/100Weighted news tone is neutral across 7 relevant articles.
Katana Capital Director Dalton Gooding Adds 364 Shares Through Dividend Reinvestment Plan Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 1.39 AUD | 1.1% | 1.36 AUD | 1.22 AUD | 0.36 | -2.33 | 4.6K | On |
| 31 Jul 2026 | 1.37 AUD | 0.0% | 1.36 AUD | 1.21 AUD | 0.34 | -0.21 | 1.0K | On |
| 24 Jul 2026 | 1.37 AUD | -2.1% | 1.36 AUD | 1.21 AUD | 0.58 | 2.23 | 625 | On |
| 17 Jul 2026 | 1.40 AUD | 2.2% | 1.36 AUD | 1.21 AUD | 0.60 | 4.34 | 63.4K | On |
| 10 Jul 2026 | 1.37 AUD | -2.1% | 1.36 AUD | 1.21 AUD | 0.14 | 2.23 | 1.5K | On |
| 3 Jul 2026 | 1.40 AUD | 1.4% | 1.36 AUD | 1.21 AUD | 0.05 | 4.20 | 12 | On |
| 26 Jun 2026 | 1.38 AUD | 1.8% | 1.35 AUD | 1.20 AUD | -0.28 | 3.89 | 545 | On |
| 19 Jun 2026 | 1.35 AUD | -1.4% | 1.35 AUD | 1.20 AUD | -0.64 | 1.49 | 7.5K | On |
| 12 Jun 2026 | 1.37 AUD | 0.7% | 1.35 AUD | 1.20 AUD | -0.75 | 3.43 | 10.5K | On |
| 5 Jun 2026 | 1.36 AUD | 2.2% | 1.35 AUD | 1.20 AUD | -1.00 | 5.03 | 9.7K | Off |
| 29 May 2026 | 1.34 AUD | -0.4% | 1.35 AUD | 1.20 AUD | -1.19 | 1.73 | 0 | Off |
| 22 May 2026 | 1.34 AUD | -0.7% | 1.35 AUD | 1.20 AUD | -1.03 | 3.16 | 60.8K | On |
| 15 May 2026 | 1.35 AUD | 0.0% | 1.35 AUD | 1.19 AUD | -0.83 | 4.43 | 0 | On |
| 8 May 2026 | 1.35 AUD | -2.2% | 1.35 AUD | 1.19 AUD | -0.67 | 3.27 | 265 | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.