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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

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AIZ.AX

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ALK.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.71	0	0
SSO ASX Small Caps	14.27	0	0
IVV S&P 500	73.66	0	0
NDQ Nasdaq	64.50	0	0
F100 FTSE 100	15.09	0	0
ASIA Asia Tech	21.67	0	0
IEU Europe	96.19	0	0
IEM Emerging Markets	97.99	0	0
Gold Gold	55.04	0	0
ACDC Battery Tech	120.31	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,177.76	21.7708	0.52
Silver	60.85	0.4425	0.73
Platinum	1,722.05	15.8	0.93
Palladium	1,182.30	-21.8144	-1.81
Ice Brent Crude	103.50	0.91	0.89
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6929	-0.0014	-0.2
Euro	1.1241	-0.0087	-0.77
British Pound	1.3199	-0.0066	-0.5
Canadian Dollar	1.4219	-0.0009	-0.06
New Zealand Dollar	0.5603	-0.0028	-0.5
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	158.0300	0.67	0.43

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.90	0%	128.21%	0.41 0.94
BGL	Bellevue Gold Limited	1.57	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.26	0%	43.00%	40.18 68.77
FMG	Fortescue Ltd	16.25	0%	-11.99%	16.14 23.38
NHC	New Hope Corporation Ltd	5.72	0%	51.79%	3.77 6.61
WHC	Whitehaven Coal Limited	7.36	0%	17.00%	6.33 9.90
NEM	Newmont Cdi	165.80	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.75	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.60	0%	53.26%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.36
4DX	4dmedical	4.36
ABG	Abacus Group Unt	0.82
AIS	Aeris Resources	0.48
AGL	Agl Energy Limit	8.07
A1M	Aic Mines	0.90
AIZ	Air New Zealand	0.33
AAI	Alcoa Corpor Cdi	60.11
ALK	Alkane	1.86
A4N	Alpha Hpa	0.59

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.00
ZIM	Zimplats Holding	14.31
YAL	Yancoal Australi	5.60
XRO	Xero Fpo	55.31
WOR	Worley Fpo	9.52
WOW	Woolworths Group	38.06
WDS	Woodside Energy	30.89
WTC	Wisetech Global	31.34
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.36

OPINION

Latest Market Matters Opinions

01/10/2026 16:45

What Mattered Today

Today's move was effectively the mirror image of yesterday with the ASX back to its lowest level since June. The market rallied almost 1% yesterday on softer CPI and hopes that the RBA may be close to the end of its tightening cycle, but bond yields reversed higher overnight and quickly put that trade under pressure.

01/10/2026 16:11

Broker Moves

• Chrysos Corp. Rated New Outperform at RBC; PT A$9.25 • Cochlear Cut to Underweight at Barrenjoey; PT A$138 • Kelsian Group Raised to Outperform at RBC; PT A$5 • Deterra Raised to Buy at UBS; PT A$4.80 • VFY AU Rated New Speculative Buy at Morgans Financial Limited

ACTION

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Market Matters Content

What Matters Today: Can the RBA and CPI light a fuse under rate-sensitive stocks?

Morning report 01/10/2026

Afternoon Report

The Match Out: ASX gets hit, falls to 3-month low as global bond yields push higher

Afternoon report 01/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

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