scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

AYA.AX

APZ.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AXQ.AX

AMI.AX

AZJ.AX

ABB.AX

ASB.AX

AAC.AX

AEF.AX

AFI.AX

AUI.AX

BOQ.AX

BMN.AX

BCI.AX

BPT.AX

BGA.AX

BFG.AX

BGL.AX

BEN.AX

BNZ.AX

BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

CWP.AX

CNI.AX

CIP.AX

COF.AX

CGF.AX

CIA.AX

CHC.AX

CLW.AX

CQR.AX

CQE.AX

CNU.AX

C79.AX

CVL.AX

CU6.AX

CWY.AX

CBO.AX

COH.AX

CDA.AX

COL.AX

CKF.AX

CBA.AX

CPU.AX

CEN.AX

CXO.AX

CCP.AX

CMW.AX

CSL.AX

CCL.AX

DBI.AX

DTL.AX

DYL.AX

DRR.AX

DVP.AX

DXS.AX

DXI.AX

DDR.AX

DGT.AX

DJW.AX

DMP.AX

DOW.AX

DPM.AX

DRO.AX

DUR.AX

DNL.AX

APE.AX

EBO.AX

EIQ.AX

ELD.AX

EOS.AX

ELV.AX

ELS.AX

EMR.AX

EDV.AX

EQR.AX

EVN.AX

EVT.AX

FDC.AX

FCL.AX

FFM.AX

FPH.AX

FPR.AX

FBU.AX

FLT.AX

FML.AX

FRS.AX

FMG.AX

FRW.AX

FGX.AX

FGG.AX

GLF.AX

GDG.AX

GNE.AX

GMD.AX

GNP.AX

GMG.AX

GPT.AX

GQG.AX

GNG.AX

GNC.AX

GGP.AX

GOZ.AX

GCI.AX

GYG.AX

GWA.AX

HSN.AX

HVN.AX

HGH.AX

HM1.AX

HLI.AX

HMC.AX

HDN.AX

HUB.AX

IEL.AX

IGO.AX

ILU.AX

IMD.AX

IMR.AX

IFT.AX

INA.AX

ING.AX

IAG.AX

IDX.AX

IPG.AX

IPX.AX

IPH.AX

IRE.AX

JHX.AX

JBH.AX

JDO.AX

JMS.AX

KAR.AX

KLS.AX

KCN.AX

KKC.AX

GLS.AX

LGF.AX

L1G.AX

LSF.AX

LRV.AX

LFS.AX

LLC.AX

LFG.AX

360.AX

LIC.AX

LNW.AX

LIN.AX

LTR.AX

LOV.AX

LYL.AX

LYC.AX

MA1.AX

MAF.AX

MGH.AX

MAH.AX

MQG.AX

MAQ.AX

MAD.AX

MFG.AX

MMS.AX

MPL.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MLX.AX

MTS.AX

MEI.AX

MOT.AX

MXT.AX

MFF.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYS.AX

NAN.AX

NAB.AX

NGI.AX

NWL.AX

NEU.AX

NHC.AX

NMG.AX

NEM.AX

NWS.AX

NXG.AX

NXT.AX

NHF.AX

NCK.AX

NIC.AX

NEC.AX

NST.AX

NWH.AX

NUF.AX

OCL.AX

OML.AX

OPH.AX

OBM.AX

ORI.AX

ORG.AX

ORA.AX

PDN.AX

PNR.AX

PPC.AX

PPM.AX

PRN.AX

PPT.AX

PCI.AX

PRU.AX

PXA.AX

PNI.AX

PL8.AX

PLS.AX

PGF.AX

PNV.AX

PDI.AX

PMV.AX

PME.AX

PWH.AX

PYC.AX

QAN.AX

QBE.AX

QAL.AX

QRI.AX

RMS.AX

RHC.AX

REA.AX

RDX.AX

REH.AX

RF1.AX

RPL.AX

RG1.AX

RGN.AX

REG.AX

RRL.AX

RWC.AX

RMD.AX

RSG.AX

SGLLV.AX

RIC.AX

RIO.AX

RXL.AX

RFF.AX

RYM.AX

SFR.AX

STO.AX

SCG.AX

SEK.AX

SHV.AX

SRV.AX

SSM.AX

SGH.AX

SHA.AX

SIG.AX

SLX.AX

SGM.AX

SDR.AX

SKS.AX

SKC.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SPK.AX

SRG.AX

SBM.AX

SMR.AX

SDF.AX

SGP.AX

SKG.AX

SNZ.AX

SUN.AX

SRL.AX

SUL.AX

SLC.AX

SNL.AX

SYL.AX

TAH.AX

TEA.AX

TNE.AX

TLX.AX

TLS.AX

TPW.AX

A2M.AX

TLC.AX

SGR.AX

TVN.AX

THL.AX

TWR.AX

TPG.AX

TCL.AX

TWE.AX

TUA.AX

TCG.AX

UNI.AX

VAU.AX

VNT.AX

VCX.AX

VGN.AX

VEA.AX

VUL.AX

VSL.AX

VYS.AX

WA1.AX

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

WPR.AX

WQG.AX

WEB.AX

WBT.AX

WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.32	0	0
SSO ASX Small Caps	14.18	0	0
IVV S&P 500	70.52	0	0
NDQ Nasdaq	57.84	0	0
F100 FTSE 100	15.29	0	0
ASIA Asia Tech	18.58	0	0
IEU Europe	98.23	0	0
IEM Emerging Markets	89.81	0	0
Gold Gold	53.06	0	0
ACDC Battery Tech	119.22	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,024.59	-50.5743	-1.24
Silver	57.18	-1.2204	-2.09
Platinum	1,606.10	-15.15	-0.93
Palladium	1,262.25	-29.25	-2.26
Ice Brent Crude	87.81	-8.97	-9.27
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6976	-0.0013	-0.19
Euro	1.1389	0.0022	0.19
British Pound	1.3288	0.0001	0.01
Canadian Dollar	1.4106	-0.0017	-0.12
New Zealand Dollar	0.5785	0.0012	0.21
Chinese Yuan	6.7710	0.0053	0.08
Japanese Yen	163.8300	0.09	0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	0%	118.46%	0.30 0.85
BGL	Bellevue Gold Ltd	1.35	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.37	0%	47.30%	39.18 65.98
FMG	Fortescue Ltd	18.70	0%	2.45%	17.68 23.38
NHC	New Hope Corporation Ltd	5.29	0%	24.54%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.13	0%	7.48%	5.94 9.90
NEM	Newmont Cdi	132.78	0%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.01	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.43	0%	73.96%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.25
ABG	Abacus Group Unt	0.96
AIS	Aeris Resources	0.36
AGL	Agl Energy	8.47
A1M	Aic Mines	0.68
AIZ	Air New Zealand	0.36
AAI	Alcoa Corpor Cdi	63.18
ALK	Alkane Resources	1.31
A4N	Alpha Hpa	0.52
ALQ	Als	21.82

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.56
ZIM	Zimplats Holding	13.50
YAL	Yancoal Australi	5.67
XRO	Xero	67.69
WOR	Worley	10.65
WOW	Woolworths Group	39.79
WDS	Woodside Energy	32.29
WTC	Wisetech Global	34.71
WIA	Wia Gold	0.40
WHC	Whitehaven Coal	7.13

OPINION

Latest Market Matters Opinions

28/07/2026 16:24

What Mattered Today

A solid session locally, with the ASX 200 gaining 0.52% despite US futures remaining slightly lower. The move had the hallmarks of futures-led buying in Australia, with the SPI strengthening through the afternoon and broad gains across consumer discretionary, communications and healthcare, while the major banks also provided support.

28/07/2026 16:15

Broker Moves

• Global Lithium Resources Raised to Overweight at Barrenjoey • Sandfire Cut to Accumulate at Morgans Financial Limited; PT A$22 • PWR Holdings Raised to Positive at Evans & Partners Pty Ltd • Xero Cut to Sector Perform at RBC; PT A$85 • Lotus Resources Cut to Neutral at Macquarie • ALS Raised to Overweight at JPMorgan; PT A$26.10 • Maronan Metals Rated New Speculative Buy at Bell Potter • Saunders International Rated New Buy at Veritas Securities • Stanmore Resources Cut to Hold at Morgans Financial Limited • Woolworths Group Cut to Neutral at Goldman; PT A$37

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: Is this the time to buy the “Trump Trade?”

Morning report 28/07/2026

Afternoon Report

The Match Out: ASX tests 6-week high

Afternoon report 28/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

7.37% Active Growth Portfolio

9.89% Shawn’s Trade Ideas

16.62% Active Income Portfolio

21.55% International Equities Portfolio

10.01% Emerging Companies Portfolio

7.40% Core ETF Portfolio

7.37% Active Growth Portfolio 9.89% Shawn’s Trade Ideas 16.62% Active Income Portfolio 21.55% International Equities Portfolio 10.01% Emerging Companies Portfolio 7.40% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 30th June 2026

Latest View Points

XLF US

MYR

BX US

FCX US

SFR

CNI

GDG

LYC

PDN

NWH