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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

ASK.AX

AX1.AX

AIS.AX

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AGL.AX

A1M.AX

AIZ.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.82	0	0
SSO ASX Small Caps	17.16	0	0
IVV S&P 500	64.10	0	0
NDQ Nasdaq	51.34	0	0
F100 FTSE 100	15.40	0	0
ASIA Asia Tech	16.45	0	0
IEU Europe	102.41	0	0
IEM Emerging Markets	88.02	0	0
Gold Gold	69.10	0	0
ACDC Battery Tech	149.36	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,341.73	64.44	1.22
Silver	90.38	-3.4417	-3.67
Platinum	2,313.15	-51.6	-2.18
Palladium	1,770.85	-15.202	-0.85
Ice Brent Crude	73.21	2.46	3.48
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7084	-0.0029	-0.41
Euro	1.1690	-0.012	-1.02
British Pound	1.3399	-0.0085	-0.63
Canadian Dollar	1.3670	0.0028	0.21
New Zealand Dollar	0.5941	-0.0055	-0.92
Chinese Yuan	6.8821	0.0242	0.35
Japanese Yen	157.3000	1.27	0.81

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.73	0%	68.29%	0.28 0.73
BGL	Bellevue Gold Ltd	1.84	0%	52.72%	0.78 2.00
BHP	Bhp Group Ltd	59.25	0%	45.95%	33.25 59.25
FMG	Fortescue Ltd	20.50	0%	23.27%	13.18 23.38
NHC	New Hope Corporation Ltd	4.75	0%	15.52%	3.33 4.93
WHC	Whitehaven Coal Ltd	7.94	0%	37.99%	4.26 9.59
NEM	Newmont Cdi	187.22	0%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	18.01	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	20.53	0%	87.47%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.42
4DX	4dmedical	4.22
ABG	Abacus Group Unt	1.07
ASK	Abacus Storage K	1.48
AX1	Accent Group	1.11
AIS	Aeris Resources	0.53
A1G	African Gold Ltd	1.08
AGL	Agl Energy	9.83
A1M	Aic Mines	0.73
AIZ	Air New Zealand	0.47

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.75
ZIM	Zimplats Holding	21.69
YAL	Yancoal Australi	6.19
XRO	Xero	79.97
WOR	Worley	11.30
WOW	Woolworths Group	36.68
WDS	Woodside Energy	30.24
WTC	Wisetech Global	45.29
WC8	Wildcat Resource	0.46
WIA	Wia Gold	0.58

OPINION

Latest Market Matters Opinions

02/03/2026 17:25

What Mattered Today

The ASX was hit early on the Iran conflict, down ~1% before recovering as the day progressed to finish a couple of points higher – not a great day for the bears who sold early. US Futures were trading down 1% at the outset, and while they recovered ~0.20% throughout the session, the resilience by the ASX was impressive, underpinned by Gold, Energy & defensives.

02/03/2026 17:24

Magellan Financial Group (MFG) $8.46

Magellan was in a trading halt after confirming an all-scrip acquisition of Barrenjoey Capital Partners, valuing the business at $1.62bn and resetting the group’s strategic direction.

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Market Matters Content

Macro Monday: Markets wake up to Private credit and War turmoil

Morning report 02/03/2026

Afternoon Report

The Match Out: ASX proves resilient in the face of Middle East flare up

Afternoon report 02/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/02/2026

Perenti Ltd (PRN) and Service Stream (SSM)

Hi James & Team Can I have your view on Perenti & Service Stream now they have reported. Would you continue to hold? Do you see PRN share price recovering from the hit it took? Some Brokers have Price Targets on SSM of $2.50 & $2.85. (currently $2.09) regards Debbie

Ask James

Question asked 28/02/2026

Is it time to cut Worley Ltd (WOR)

Hi MM Team, Worley's share price seems to have been gradually declining over the past 2 years and I have been patiently waiting for their strategy to turn this around. The latest results have triggered a further slump in the share price which is now down to $11.23. Do you think the market has had an over reaction to the results and the share price should bounce back or is it time to cut Worley and look else where? Thanks for the insightful commentary and advice. Peter

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