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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-8.97%

ABG.AX

1.47%

ASK.AX

-0.36%

AGL.AX

0.48%

A1M.AX

2.92%

AIZ.AX

-2.74%

AAI.AX

-0.24%

ALK.AX

A4N.AX

-3.62%

ALQ.AX

0.85%

AMC.AX

1.77%

AOV.AX

0.31%

AMP.AX

-2.52%

ALD.AX

-0.06%

ANN.AX

1.06%

ANZ.AX

0.52%

APA.AX

1.32%

ARU.AX

ARB.AX

-0.53%

ARF.AX

0.62%

ARG.AX

1.11%

ALL.AX

-1.16%

AYA.AX

-1.33%

APZ.AX

0.76%

ASX.AX

-0.19%

ALX.AX

-0.2%

AUB.AX

-0.25%

AIA.AX

-0.15%

AZJ.AX

0.96%

ABB.AX

-0.41%

ASB.AX

AAC.AX

0.38%

AFI.AX

1.47%

AUI.AX

-0.9%

BOQ.AX

0.16%

BMN.AX

-2.8%

BCI.AX

-2.41%

BPT.AX

1.8%

BGA.AX

BGL.AX

-0.39%

BEN.AX

1.06%

BNZ.AX

-4%

BHP.AX

0.8%

BKI.AX

0.28%

BC8.AX

1.09%

XYZ.AX

-1.91%

BSL.AX

0.94%

BXB.AX

1.34%

BVS.AX

-1.47%

BRE.AX

1.11%

BRG.AX

-0.16%

BGP.AX

BFL.AX

0.61%

BWP.AX

0.25%

CMM.AX

1.07%

CSC.AX

-0.53%

CAR.AX

-5.22%

CIN.AX

-0.57%

CYL.AX

2.88%

CAT.AX

CWP.AX

1.59%

CNI.AX

-2.46%

CIP.AX

0.64%

COF.AX

1.09%

CGF.AX

-0.71%

CIA.AX

-0.52%

CHI.AX

3.85%

CHC.AX

1.03%

CLW.AX

1.06%

CQR.AX

0.75%

CQE.AX

0.73%

CNU.AX

0.87%

C79.AX

0.53%

CVL.AX

-1.02%

CU6.AX

-11.03%

CWY.AX

-0.42%

CUV.AX

-0.6%

CBO.AX

1.53%

COH.AX

1.27%

CDA.AX

-1.14%

COL.AX

1.45%

CKF.AX

0.6%

CBA.AX

-0.42%

CPU.AX

-1.23%

CEN.AX

-1.69%

CXO.AX

-7.27%

CCP.AX

0.94%

CMW.AX

CSL.AX

-2.36%

CCL.AX

0.82%

DBI.AX

0.87%

DTL.AX

-0.51%

DTR.AX

3.7%

DYL.AX

-2.41%

DRR.AX

1.78%

DVP.AX

1.63%

DXS.AX

-0.17%

DXI.AX

1.21%

DDR.AX

-0.32%

DGT.AX

5.76%

DJW.AX

3.32%

DMP.AX

-1.05%

DOW.AX

-0.37%

DPM.AX

0.55%

DRO.AX

-5.39%

DUR.AX

-1.11%

DNL.AX

0.26%

APE.AX

-1.7%

EBO.AX

0.3%

EIQ.AX

-1.55%

ELD.AX

0.4%

EOS.AX

-1.67%

ELV.AX

-8.94%

ELS.AX

-5.21%

EHL.AX

0.52%

EMR.AX

1.08%

EDV.AX

ERA.AX

EQR.AX

5.77%

EUR.AX

-3.8%

EVN.AX

2.95%

EVT.AX

-0.54%

FCL.AX

-0.98%

FFM.AX

-4.02%

FPH.AX

0.13%

FPR.AX

0.71%

FBU.AX

0.73%

FLT.AX

-0.58%

FRS.AX

-5.56%

FMG.AX

0.69%

FRW.AX

0.18%

FGX.AX

-1.45%

FGG.AX

0.6%

GLF.AX

-1.09%

GDG.AX

-3.71%

GNE.AX

-3.74%

GMD.AX

1.32%

GNP.AX

0.28%

GMG.AX

-0.56%

GPT.AX

0.78%

GQG.AX

-2.99%

GNG.AX

-0.97%

GNC.AX

-0.4%

GGP.AX

1.51%

GOZ.AX

0.87%

GCI.AX

0.48%

GYG.AX

-2.03%

GWA.AX

3.14%

HSN.AX

0.7%

HVN.AX

0.41%

HGH.AX

-2.48%

HM1.AX

HLI.AX

1.08%

HMC.AX

0.68%

HDN.AX

1.15%

HUB.AX

-4.76%

IEL.AX

0.47%

IGO.AX

-4.32%

ILU.AX

-3.9%

IMD.AX

0.49%

IMR.AX

4.48%

IFT.AX

-0.08%

INA.AX

0.46%

ING.AX

0.25%

IAG.AX

-1.95%

IDX.AX

-0.5%

IPG.AX

-5.42%

IPX.AX

-4.7%

IPH.AX

-1.55%

IRE.AX

0.5%

JHX.AX

1.68%

JBH.AX

0.29%

JDO.AX

-3.83%

JMS.AX

-1.82%

KAR.AX

-2.7%

KLS.AX

-1.15%

KCN.AX

4.46%

KKC.AX

GLS.AX

1.54%

LGF.AX

-2.98%

L1G.AX

-2.19%

LSF.AX

0.66%

LRV.AX

-0.83%

LFS.AX

-0.27%

LLC.AX

-0.32%

LFG.AX

1.89%

360.AX

-1.55%

LIC.AX

1.4%

LNW.AX

-3.85%

LIN.AX

1.1%

LTR.AX

-5.68%

LOV.AX

0.69%

LYL.AX

5.28%

LYC.AX

-0.86%

MA1.AX

0.25%

MAF.AX

-0.83%

MGH.AX

-1.7%

MAH.AX

2.67%

MQG.AX

-0.25%

MAQ.AX

-4.15%

MAD.AX

0.13%

MFG.AX

-3.02%

MMS.AX

-0.41%

MPL.AX

-0.4%

MP1.AX

-3.29%

MCY.AX

-1.27%

MEZ.AX

-3.13%

MSB.AX

-9.38%

MLX.AX

-2.95%

MTS.AX

-1.64%

MOT.AX

-1.5%

MXT.AX

MMI.AX

5.15%

MFF.AX

MIN.AX

-1.56%

MI6.AX

2.41%

MIR.AX

0.83%

MGR.AX

0.85%

MND.AX

1.56%

MYR.AX

1.64%

MYS.AX

0.66%

NAN.AX

-1.83%

NAB.AX

0.16%

NGI.AX

-0.78%

NWL.AX

-2.79%

NEU.AX

-4.39%

NHC.AX

0.19%

NEM.AX

1.46%

NWS.AX

-1.11%

NXG.AX

-3.66%

NXT.AX

-4.48%

NHF.AX

NCK.AX

-0.81%

NIC.AX

1.12%

NEC.AX

-0.56%

NST.AX

3.36%

NWH.AX

NUF.AX

2.58%

OCL.AX

2.54%

OML.AX

1.04%

OPH.AX

-0.72%

OBM.AX

1.8%

ORI.AX

1.03%

ORG.AX

0.92%

ORA.AX

PDN.AX

-4%

PNR.AX

2.13%

PPC.AX

2.58%

PPM.AX

-0.95%

PRN.AX

1.31%

PPT.AX

-0.39%

PCI.AX

-0.46%

PRU.AX

3.62%

PXA.AX

-2.3%

PNI.AX

-1.42%

PL8.AX

0.73%

PLS.AX

-6.32%

PGF.AX

4.13%

PNV.AX

-3.7%

PDI.AX

PMV.AX

-0.95%

PME.AX

1.88%

PWH.AX

-1.87%

PYC.AX

QAN.AX

-0.28%

QBE.AX

-0.16%

QAL.AX

-2.27%

QRI.AX

0.33%

QUB.AX

RMS.AX

3.81%

RHC.AX

0.84%

REA.AX

-0.25%

RDX.AX

0.25%

REH.AX

-0.42%

RF1.AX

RPL.AX

-0.71%

RG1.AX

-0.41%

RGN.AX

0.41%

REG.AX

-3.13%

RRL.AX

3.45%

RWC.AX

1.06%

RMD.AX

-0.89%

RSG.AX

3.59%

SGLLV.AX

10.23%

RIC.AX

RIO.AX

2.15%

RXL.AX

-3.7%

RFF.AX

1.46%

RYM.AX

SFR.AX

-0.42%

STO.AX

1.42%

SCG.AX

1.55%

SEK.AX

-0.16%

SHV.AX

0.26%

SRV.AX

-0.15%

SSM.AX

1.52%

SGH.AX

2.24%

SHA.AX

0.14%

SIG.AX

-1.07%

SLX.AX

-1.83%

SGM.AX

0.61%

SDR.AX

-1.79%

SKS.AX

0.87%

SKC.AX

SIQ.AX

0.08%

SHL.AX

-0.78%

S32.AX

-0.26%

SX2.AX

-0.11%

SXE.AX

-1.67%

SPK.AX

1.32%

SRG.AX

SBM.AX

-5%

SMR.AX

-0.42%

SDF.AX

SGP.AX

2.37%

SNZ.AX

SUN.AX

-0.68%

SRL.AX

0.34%

SUL.AX

-0.68%

SLC.AX

-0.3%

SNL.AX

-1.28%

SYL.AX

-2.34%

TAH.AX

-1.19%

TEA.AX

0.74%

TNE.AX

-1.1%

TLX.AX

-2.23%

TLS.AX

0.19%

TPW.AX

1.99%

A2M.AX

1.27%

TLC.AX

1.08%

SGR.AX

-3.16%

TVN.AX

5.77%

THL.AX

0.89%

TWR.AX

TPG.AX

-0.27%

TCL.AX

1.45%

TWE.AX

-0.42%

TUA.AX

-1.76%

TCG.AX

2.13%

TRA.AX

UNI.AX

1.32%

VAU.AX

2.71%

VNT.AX

-0.62%

VCX.AX

1.54%

VGN.AX

1.64%

VEA.AX

-1.46%

VUL.AX

-4.17%

VSL.AX

-0.4%

VYS.AX

-0.5%

WA1.AX

-3.17%

WGN.AX

3.62%

WAM.AX

-0.34%

WGB.AX

WLE.AX

0.38%

SOL.AX

0.89%

WPR.AX

0.81%

WQG.AX

1.87%

WEB.AX

1.71%

WBT.AX

-4.09%

WES.AX

1.42%

WAF.AX

-0.69%

WGX.AX

3.43%

WBC.AX

0.23%

WHF.AX

0.21%

WHC.AX

1.13%

WIA.AX

2.27%

WC8.AX

WTN.AX

WTC.AX

0.51%

WDS.AX

0.8%

WOW.AX

0.75%

WOR.AX

-2.26%

XRO.AX

1.77%

YAL.AX

0.36%

ZIM.AX

1.03%

ZIP.AX

-1.71%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.02	0.15	0.1
SSO ASX Small Caps	15.56	-0.15	-0.95
IVV S&P 500	70.70	-0.97	-1.35
NDQ Nasdaq	62.06	-1.69	-2.65
F100 FTSE 100	15.23	0.09	0.59
ASIA Asia Tech	22.10	-1.71	-7.18
IEU Europe	104.75	0.1	0.1
IEM Emerging Markets	97.16	-4.1	-4.05
Gold Gold	53.20	0.36	0.68
ACDC Battery Tech	156.25	-5.09	-3.15

COMMODITIES	Close($)	-/+	%
Gold	4,088.23	62.2371	1.55
Silver	59.16	1.2925	2.23
Platinum	1,614.29	13.2454	0.83
Palladium	1,209.17	24.7682	2.09
Ice Brent Crude	73.08	-2.18	-2.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6897	-0.0011	-0.16
Euro	1.1381	0.0014	0.12
British Pound	1.3201	0.001	0.08
Canadian Dollar	1.4194	-0.0004	-0.03
New Zealand Dollar	0.5639	-0.0008	-0.14
Chinese Yuan	6.7980	0.0004	0.01
Japanese Yen	161.7100	-0.09	-0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.71	2.92%	135.00%	0.30 0.79
BGL	Bellevue Gold Ltd	1.29	-0.39%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.99	0.8%	63.32%	36.36 65.98
FMG	Fortescue Ltd	19.07	0.69%	27.73%	15.05 23.38
NHC	New Hope Corporation Ltd	5.38	0.19%	43.85%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.07	1.13%	47.53%	5.31 9.90
NEM	Newmont Cdi	136.33	1.46%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	13.94	-3.66%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.89	-0.42%	72.04%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SGLLV	Ricegrowers	15.95	10.23
EQR	Eq Resources	0.28	5.77
TVN	Tivan	0.28	5.77
DGT	Digico Infrastru	2.57	5.76
LYL	Lycopodium	18.15	5.28
MMI	Metro Mining	1.74	5.15
IMR	Imricor Medical	1.87	4.48
KCN	Kingsgate Consol	5.39	4.46
PGF	Pm Capital Globa	3.28	4.13
CHI	Channel Infrastr	2.70	3.85

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CU6	Clarity Pharmace	1.82	-11.03
MSB	Mesoblast	1.89	-9.38
4DX	4dmedical	4.16	-8.97
ELV	Elevra Lithium	9.57	-8.94
CXO	Core Lithium	0.26	-7.27
PLS	Pls Group	5.04	-6.32
LTR	Liontown	1.66	-5.68
FRS	Forrestania Res	0.43	-5.56
IPG	Ipd Group	5.76	-5.42
DRO	Droneshield	2.28	-5.39

OPINION

Latest Market Matters Opinions

27/06/2026 09:23

First Up

The ASX200 ended the week down -0.7%, leaving the index up just +2.6% in FY26 to date. The main drag was again the miners, despite a bounce on Friday, with heavyweights RIO (-2%), BHP Group (-2%), and Mineral Resources (-12%), offsetting a recovery in the rate-sensitive retail, healthcare, and real estate sectors. For the first 6 months of 2026, the index is up less than 1%, despite strong moves in both directions.

26/06/2026 16:31

Broker Moves

Baby Bunting Raised to Buy at Ord Minnett; PT A$2.30 South32 Raised to Hold at CLSA; PT A$3.70 Domino's Pizza (DMP) Cut to Underweight at Jarden Securities; PT A$13 Judo Bank Cut to Neutral at Jarden Securities; PT A$2 Judo Bank Cut to Neutral at UBS; PT A$1.05 Resimac Group Raised to Neutral at Citi; PT 75 cents DigiCo REIT Raised to Buy at Jefferies; PT A$3

ACTION

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Market Matters Content

ETF Friday: Is the Oil Selloff Creating a Buying Opportunity in Energy ETFs?

Morning report 26/06/2026

Afternoon Report

The Match Out: ASX edges higher as gold miners recover from recent weakness

Afternoon report 26/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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