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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

360 -15.32%

4DX 0.43%

A1M 3.76%

A2M 4.27%

A4N 7.89%

AAC -1.45%

AAI 2.38%

ABB -2.39%

ABG 3.49%

ACL 0.93%

AEF 2.89%

AEL -0.28%

AGL 0.44%

AIA 2.37%

AIS 6.33%

AIZ 0.00%

ALD 2.23%

ALK 1.08%

ALL 0.35%

ALQ 2.55%

ALX 3.22%

AMC 1.40%

AMI 2.41%

AMP 3.20%

ANN 1.25%

ANZ 1.00%

AOV 2.00%

APA -0.63%

APE 0.06%

APZ 1.80%

ARB 2.69%

ARF 1.43%

ARU 6.67%

ASB 3.94%

ASX 0.77%

ATM -3.06%

AUB 1.29%

AUC 1.48%

AVH 1.23%

AVR 3.03%

AXQ 2.79%

AYA 5.17%

AZJ 1.30%

BAP 1.76%

BC8 3.73%

BCI -1.79%

BEN 1.60%

BFL 0.00%

BGA 2.80%

BGL 1.72%

BGP 0.00%

BHP 1.13%

BJY 3.44%

BMC 0.77%

BMN 0.27%

BNZ 4.65%

BOE 3.23%

BOQ 1.45%

BPT 0.56%

BRE 2.36%

BRG 1.28%

BSL 1.50%

BTR 5.15%

BVS 2.65%

BWP 0.00%

BXB 1.01%

C79 3.93%

CAR 0.58%

CAT 1.06%

CBA 1.82%

CBO -1.81%

CCL 0.34%

CCP 1.55%

CDA 1.89%

CEN 2.17%

CGF 2.16%

CGS 7.14%

CHC 2.25%

CHI -3.93%

CIA 5.24%

CIP 1.03%

CKF -0.22%

CLW 1.43%

CMM 1.37%

CMW 0.00%

CNI -0.42%

CNU 1.38%

COF 1.12%

COH 0.26%

COL -0.53%

CPU 0.42%

CQE 1.15%

CQR 1.55%

CSC 2.52%

CSL -0.02%

CU6 5.73%

CVL 3.68%

CWP 2.24%

CWY 0.00%

CXO 0.00%

CYL 2.25%

DBI 2.55%

DDR 3.03%

DGT 1.22%

DMP -0.85%

DNL -1.18%

DOW 5.19%

DPM 3.41%

DRO 1.98%

DRR 2.05%

DTL 3.15%

DUR 1.82%

DVP 2.93%

DXI 0.81%

DXS 1.36%

DYL 4.79%

EBO 3.69%

EDV 0.56%

EF2 7.41%

EHL 1.60%

ELD 2.18%

ELV 3.63%

EMR 3.45%

EOL 1.20%

EOS 1.74%

EQR 1.64%

EQT 1.95%

ERA 0.00%

EUR 6.85%

EVN 2.14%

EVT 0.26%

FBU 2.73%

FCL -1.83%

FDC 5.37%

FFM 2.81%

FLT 2.03%

FMG 0.52%

FML 3.02%

FPH 1.00%

FPR 0.00%

FRS 6.06%

FRW -0.10%

G6M 0.97%

GDG 0.95%

GGP 3.40%

GLC 1.73%

GLF 2.85%

GMD 3.07%

GMG 3.41%

GNC 2.94%

GNE -0.77%

GNG 4.63%

GNP 3.54%

GOZ 0.98%

GPT 1.60%

GQG 1.57%

GWA 0.96%

GYG 2.27%

HDN 1.72%

HGH 1.50%

HLI 0.82%

HMC 1.80%

HSN 1.97%

HUB 1.29%

HVN 1.35%

IDX -0.29%

IEL 0.45%

IFT 2.65%

IGO 0.38%

ILU 3.87%

IMD 6.10%

IMR 0.39%

INA 1.54%

ING 2.29%

IPG 4.81%

IPH 2.51%

IPX 14.88%

IRE 1.04%

JBH 0.72%

JDO 2.20%

JHX 2.15%

KAR 0.00%

KCN 1.58%

KLS 1.89%

KOA 3.68%

L1G 0.00%

LFG -0.61%

LFS 0.00%

LIC 2.10%

LIN 17.11%

LLC 2.87%

LNW 2.36%

LOV 0.68%

LTR 2.22%

LYC 4.18%

LYL 3.14%

MAD 6.04%

MAF -1.01%

MAH 5.88%

MAQ 3.50%

MC2 1.42%

MCY 0.00%

MEI 0.00%

MEZ 1.77%

MGH 3.86%

MGR 0.79%

MI6 4.94%

MIN 0.27%

MLX 7.14%

MMS 0.80%

MND 15.30%

MP1 6.40%

MPL 2.70%

MQG 1.45%

MSB 1.96%

MTS 1.20%

MYS 1.42%

NAB -0.76%

NAN -1.38%

NCK 1.02%

NEC 2.99%

NEM 1.14%

NEU 1.51%

NGI 2.96%

NHC 0.00%

NHF 2.39%

NIC 4.92%

NMG -3.28%

NST 2.98%

NUF -0.30%

NWH 6.05%

NWL 1.76%

NWS 0.61%

NWSLV 0.00%

NXG 3.60%

NXL -10.29%

NXT 2.57%

OBL -1.41%

OBM 7.19%

OCL 3.54%

OML 0.30%

ORA 1.57%

ORE 5.17%

ORG -0.41%

ORI 1.54%

PAF 2.67%

PDI 2.52%

PDN 4.96%

PLS 0.69%

PME 0.19%

PMT 0.00%

PMV 2.35%

PNI -0.57%

PNR 0.30%

PNV -2.75%

PPC 2.39%

PPM -1.11%

PPT 2.22%

PRN 4.81%

PRU 1.69%

PWH 2.49%

PXA 1.23%

PYC 0.25%

QAL 1.08%

QAN 6.34%

QBE 0.15%

RDX 2.40%

REA -0.14%

REG -0.59%

REH 3.93%

RFF 0.77%

RGN 1.72%

RHC 0.81%

RIC 1.13%

RIO 0.38%

RMD -0.41%

RMS 1.03%

RPL 2.75%

RRL 0.58%

RSG 0.78%

RWC 1.99%

RXL 1.72%

RYM 1.00%

S32 1.31%

SBM 2.00%

SCG 1.45%

SDF 0.34%

SDR 3.37%

SEK -0.63%

SFR 1.14%

SGH 2.42%

SGLLV 3.42%

SGM 2.39%

SGP 2.48%

SGR -2.94%

SHA 6.36%

SHL 0.51%

SHV 3.54%

SIG 0.70%

SIQ 3.47%

SKC 0.00%

SKG 0.00%

SKS 7.69%

SLC -10.18%

SLX 3.60%

SMR 1.19%

SNL 1.01%

SNZ 0.00%

SOL 0.68%

SPK 1.78%

SRG 6.36%

SRL 3.26%

SRV 1.45%

SSM -5.91%

STO -0.23%

SUL 0.97%

SUN 1.67%

SX2 3.33%

SXE 6.37%

SYL 1.13%

TAH 0.56%

TBN -4.65%

TCG 1.99%

TCL 1.64%

TEA 4.07%

THL 4.46%

TLC 0.18%

TLS 0.40%

TLX -0.93%

TNE 0.12%

TPG -1.24%

TPW 8.08%

TRA 0.00%

TUA -0.34%

TWE 1.26%

TWR 0.00%

UNI -1.02%

UOS 0.00%

VAU 2.75%

VCX 0.83%

VEA 2.65%

VGL 0.00%

VGN 1.78%

VMM 4.35%

VNT 3.96%

VSL -2.39%

VUL 6.55%

WA1 1.86%

WAF 1.66%

WBC 1.22%

WBT 9.25%

WDS 0.13%

WEB 3.13%

WES 0.40%

WGN 2.76%

WGX 2.90%

WHC 0.42%

WIA 1.22%

WOR 1.89%

WOW -0.92%

WPR 0.00%

WTC 1.52%

XRO -1.35%

XYZ 2.34%

YAL -0.53%

ZIM -0.96%

ZIP 2.45%

ETFs
COMMODITIES & CURRENCIES ($US)

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.75	1.95	1.29
SSO ASX Small Caps	14.20	0.30	2.16
IVV S&P 500	72.66	1.10	1.54
NDQ Nasdaq	58.53	1.44	2.52
F100 FTSE 100	15.80	0.26	1.67
ASIA Asia Tech	17.83	0.25	1.42
IEU Europe	100.11	2.22	2.27
IEM Emerging Markets	88.83	0.87	0.99
Gold Gold	54.38	-0.29	-0.53
ACDC Battery Tech	100.67	2.00	2.03

COMMODITIES	Close($)	-/+	%

Commodity and currency prices are not available from our data provider yet. This table will fill in automatically once they are.

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What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	AIC Mines Ltd	0.69	3.76%	45.26%	0.42 0.94
BGL	Bellevue Gold Ltd	1.48	1.72%	26.50%	1.16 1.92
BHP	BHP Group	59.87	1.13%	40.38%	40.18 68.77
FMG	Fortescue Ltd	15.36	0.52%	-23.51%	14.06 23.38
NHC	New Hope Corp	5.37	0.00%	25.76%	3.77 6.61
WHC	Whitehaven Coal	7.23	0.42%	0.00%	6.66 9.90
NEM	Newmont Corp	181.15	1.14%	41.52%	126.05 190.91
NXG	NexGen Energy Ltd	12.67	3.60%	-0.08%	10.85 18.78
SFR	Sandfire Resources	20.42	1.14%	29.82%	14.41 25.00

10 Top Gainers | >$500m

Code	Company	Last($)	% Chg
LIN	Lindian Resources Ltd	0.45	17.11
MND	Monadelphous Group	32.63	15.30
IPX	IperionX Limited	2.47	14.88
WBT	Weebit Nano Ltd	2.48	9.25
TPW	Temple & Webster	6.42	8.08
A4N	Alpha HPA Ltd	0.41	7.89
SKS	SKS Technologies	5.88	7.69
EF2	Energy Fuels Inc.	10.44	7.41
OBM	Ora Banda Mining Ltd	1.64	7.19
CGS	CogState Ltd	3.60	7.14

10 Biggest Fallers | >$500m

Code	Company	Last($)	% Chg
360	Life360 Inc	18.91	-15.32
NXL	Nuix Ltd	1.70	-10.29
SLC	Superloop	2.47	-10.18
SSM	Service Stream	2.07	-5.91
TBN	TAMBORAN CDI FORUS	0.21	-4.65
CHI	Channel Infrastructure NZ Ltd	2.69	-3.93
NMG	NEWMURCH FPO	0.06	-3.28
ATM	Aneka Tambang Tbk PT	1.11	-3.06
SGR	Star Entertainment	0.17	-2.94
PNV	PolyNovo	0.89	-2.75

OPINION

Latest Market Matters Opinions

11/11/2026 09:30

Suncorp Group Ltd (ASX: SUN) $20.65

Suncorp (SUN) pushed to fresh 52-week highs yesterday, continuing its strong run as positive earnings revisions support the stock. Consensus FY27 EPS estimates have edged higher over the past three months, while recent industry data remains supportive for domestic general insurers, particularly around motor claims frequency and repair costs. The only issue is valuation – with SUN now trading on 17.1x forward earnings, putting it toward the expensive end of its recent range. The stock still offers a reasonable ~4.1% forward yield, with scope for earnings and dividends to grow if underwriting conditions remain favourable.

11/11/2026 09:30

Meta Platforms (NASDAQ: META) US$641.39

As followers of the International Equities Portfolio would appreciate, we have been underweight technology over the past 12 months, which hurt relative performance for much of the year, although that positioning has helped more recently as the AI trade corrected. We are now looking to selectively increase technology exposure into weakness, and Meta Platforms (META) is one of the names we like.

ACTION

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Ask James ASK A QUESTION

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Question asked 06/11/2026

Macquarie group (ASX: MQG) outlook

Hi MM, What do you make of the MQG first half results and where do you see MQG's share price in say 3 months time? Regards, Peter

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Question asked 06/11/2026

Caterpillar Inc (NYSE: CAT)

I see cat has been on your hit list for quite a while. Just wondering your thoughts now after latest reports and price reductions please??

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