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OPINION
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ANALYSIS

Market Analysis

4DX.AX

10.37%

ABG.AX

0.5%

ASK.AX

1.06%

AGL.AX

-0.55%

AIZ.AX

1.45%

AAI.AX

3.79%

ALK.AX

-1.68%

A4N.AX

3.94%

ALQ.AX

1.01%

AMC.AX

0.75%

AOV.AX

0.99%

AMP.AX

0.31%

AEL.AX

-0.89%

ALD.AX

0.74%

ANN.AX

0.61%

ANZ.AX

0.51%

APA.AX

-0.29%

ARU.AX

ARB.AX

1.86%

ARF.AX

-0.31%

ARG.AX

-0.68%

ALL.AX

-0.9%

AYA.AX

3.49%

APZ.AX

0.64%

ASX.AX

-0.97%

ALX.AX

0.83%

AUB.AX

-0.24%

AIA.AX

1.21%

AZJ.AX

-0.24%

ABB.AX

-0.19%

ASB.AX

AAC.AX

3.05%

AFI.AX

AUI.AX

0.28%

BOQ.AX

-0.16%

BMN.AX

6.74%

BCI.AX

2.9%

BPT.AX

-0.44%

BGA.AX

2.08%

BGL.AX

3.03%

BEN.AX

-0.19%

BNZ.AX

0.76%

BHP.AX

1.1%

BKI.AX

-3.02%

BC8.AX

-0.95%

XYZ.AX

-2.31%

BSL.AX

0.5%

BMC.AX

1.91%

BOE.AX

4.56%

BXB.AX

0.82%

BVS.AX

-0.87%

BRE.AX

0.47%

BRG.AX

0.59%

BGP.AX

BFL.AX

-1.92%

BWP.AX

-0.52%

CMM.AX

3.51%

CSC.AX

3.07%

CAR.AX

-2.82%

CIN.AX

-0.58%

CYL.AX

-1.12%

CAT.AX

-5.05%

CWP.AX

-0.58%

CNI.AX

-2.62%

CIP.AX

-0.34%

COF.AX

-1.63%

CHN.AX

3.58%

CGF.AX

0.21%

CIA.AX

1.44%

CHI.AX

CHC.AX

0.36%

CLW.AX

-0.85%

CQR.AX

-0.78%

CQE.AX

CNU.AX

-0.71%

C79.AX

5.83%

CVL.AX

-0.3%

CU6.AX

0.74%

CWY.AX

1.82%

CBO.AX

-2%

COH.AX

0.66%

CDA.AX

0.88%

COL.AX

0.09%

CKF.AX

3.03%

CBA.AX

0.94%

CPU.AX

-0.12%

CEN.AX

-0.39%

CXO.AX

-3.28%

CCP.AX

-3.4%

CMW.AX

-4.6%

CSL.AX

-0.29%

CCL.AX

0.85%

DBI.AX

-0.71%

DTL.AX

1.2%

DTR.AX

DYL.AX

4.52%

DRR.AX

0.44%

DVP.AX

3.32%

DXS.AX

-0.82%

DXI.AX

-1.65%

DDR.AX

-0.22%

DGT.AX

-0.37%

DJW.AX

DMP.AX

1.07%

DOW.AX

1.05%

DPM.AX

1.62%

DRO.AX

DUR.AX

-0.83%

DNL.AX

1.1%

APE.AX

-1.15%

EBO.AX

-0.54%

EIQ.AX

5.26%

ELD.AX

4.63%

EOS.AX

10.72%

ELV.AX

12.36%

ELS.AX

1.94%

EHL.AX

EMR.AX

2.44%

EDV.AX

-0.32%

ERA.AX

-16.67%

EQR.AX

2.13%

EUR.AX

7.41%

EVN.AX

3.14%

EVT.AX

-0.25%

FCL.AX

FFM.AX

4.21%

FPH.AX

0.14%

FPR.AX

-0.36%

FBU.AX

2.03%

FLT.AX

1.42%

FML.AX

3.46%

FRS.AX

2.5%

FMG.AX

-1.01%

FRW.AX

FGX.AX

FGG.AX

0.61%

GLN.AX

1.16%

GLF.AX

-0.43%

GDG.AX

1.5%

GNE.AX

GMD.AX

1.03%

GNP.AX

0.73%

GMG.AX

-1.85%

GPT.AX

0.42%

GQG.AX

-2.22%

GNG.AX

1.98%

GNC.AX

1.06%

GGP.AX

1.01%

GOZ.AX

-0.93%

GCI.AX

0.49%

GYG.AX

9.57%

GWA.AX

-0.48%

HSN.AX

-2.46%

HVN.AX

-0.9%

HGH.AX

1.72%

HM1.AX

1.08%

HLI.AX

-1.59%

HMC.AX

-1.77%

HDN.AX

-0.8%

HUB.AX

-0.26%

IEL.AX

0.75%

IGO.AX

1.54%

ILU.AX

4.97%

IMD.AX

5.71%

IMR.AX

-0.27%

IFT.AX

-0.61%

INA.AX

-0.52%

ING.AX

-1.01%

IAG.AX

-3.44%

IDX.AX

3.48%

IPG.AX

-2.03%

IPX.AX

4.69%

IPH.AX

1.33%

IRE.AX

1.06%

JHX.AX

1.64%

JBH.AX

1.06%

JDO.AX

-1.43%

JMS.AX

1.96%

KAR.AX

1.44%

KLS.AX

1.22%

KCN.AX

-0.5%

KKC.AX

1.46%

GLS.AX

1.99%

LGF.AX

-1.51%

L1G.AX

-1.36%

LSF.AX

3.1%

LRV.AX

4.8%

LFS.AX

1.64%

LLC.AX

-5.69%

LFG.AX

0.95%

360.AX

-0.54%

LIC.AX

-0.41%

LNW.AX

-1.43%

LIN.AX

5.97%

LTR.AX

3.11%

LOV.AX

1.44%

LYL.AX

2.14%

LYC.AX

1.56%

MA1.AX

-0.25%

MAF.AX

2.06%

MGH.AX

1.23%

MAH.AX

1.16%

MQG.AX

MAQ.AX

1.26%

MAD.AX

1.46%

MFG.AX

-0.12%

MAU.AX

0.79%

MMS.AX

0.32%

MPL.AX

-0.82%

MP1.AX

1.71%

MCY.AX

-2.81%

MEZ.AX

-0.21%

MSB.AX

2.42%

MLX.AX

9.29%

MTS.AX

2.01%

MEI.AX

MOT.AX

0.29%

MXT.AX

0.26%

MFF.AX

2.26%

MIN.AX

0.58%

MI6.AX

6.29%

MIR.AX

-0.4%

MGR.AX

-1.17%

MND.AX

2.28%

MYS.AX

1.81%

NAN.AX

-2.08%

NAB.AX

0.5%

NGI.AX

-0.82%

NWL.AX

-0.98%

NEU.AX

4.83%

NHC.AX

0.55%

NEM.AX

0.82%

NWS.AX

1.03%

NXG.AX

0.34%

NXT.AX

2.47%

NHF.AX

-0.29%

NCK.AX

-2.26%

NIC.AX

-0.49%

NEC.AX

NST.AX

-0.58%

NWH.AX

-0.56%

NUF.AX

2.98%

OCL.AX

-3.24%

OML.AX

0.37%

OPH.AX

0.38%

OBM.AX

2.7%

ORI.AX

0.04%

ORG.AX

-1.8%

ORA.AX

0.78%

PDN.AX

5.93%

PNR.AX

0.97%

PPC.AX

-1.58%

PE1.AX

1.08%

PPM.AX

PRN.AX

0.48%

PPT.AX

PCI.AX

0.46%

PRU.AX

-0.19%

PXA.AX

-0.42%

PNI.AX

-0.58%

PL8.AX

-0.72%

PLS.AX

2.92%

PGF.AX

-0.35%

PNV.AX

PDI.AX

-0.69%

PMV.AX

0.95%

PME.AX

-0.4%

PWH.AX

3.91%

PYC.AX

4.21%

QAN.AX

-0.34%

QBE.AX

-1.34%

QAL.AX

1.04%

QRI.AX

-0.63%

QUB.AX

RMS.AX

0.95%

RHC.AX

0.93%

REA.AX

-4.07%

RDX.AX

0.68%

REH.AX

0.29%

RF1.AX

0.29%

RPL.AX

-0.4%

RG1.AX

0.43%

RGN.AX

-0.44%

REG.AX

3.9%

RRL.AX

1.44%

RWC.AX

1.29%

RMD.AX

-0.78%

RSG.AX

0.41%

SGLLV.AX

-0.85%

RIC.AX

-0.37%

RIO.AX

1.72%

RXL.AX

-2.35%

RFF.AX

-0.75%

RYM.AX

1.74%

SFR.AX

3.5%

SMI.AX

-0.85%

STO.AX

1.35%

SCG.AX

0.27%

SEK.AX

-5.85%

SHV.AX

4.62%

SRV.AX

SSM.AX

0.44%

SGH.AX

0.68%

SHA.AX

-1.33%

SIG.AX

0.7%

SLX.AX

6.05%

SGM.AX

1.13%

SDR.AX

SKS.AX

2.19%

SIQ.AX

0.43%

SHL.AX

0.38%

S32.AX

5.07%

SX2.AX

0.43%

SXE.AX

-0.78%

SPK.AX

0.92%

SRG.AX

0.33%

SBM.AX

0.91%

SMR.AX

0.41%

SDF.AX

0.98%

SGP.AX

-1%

SNZ.AX

0.97%

SUN.AX

-0.62%

SRL.AX

15.07%

SUL.AX

-0.72%

SLC.AX

-0.28%

SNL.AX

2.6%

SYL.AX

2.82%

TAH.AX

-0.74%

TEA.AX

1.83%

TNE.AX

1.17%

TLX.AX

-5.8%

TLS.AX

-1.47%

TPW.AX

0.6%

A2M.AX

0.89%

TLC.AX

0.19%

SGR.AX

TVN.AX

TWR.AX

-3.02%

TPG.AX

-0.96%

TCL.AX

0.28%

TWE.AX

-0.66%

TUA.AX

TCG.AX

5.83%

TRA.AX

VAU.AX

1.15%

VNT.AX

-0.16%

VCX.AX

0.78%

VGN.AX

-0.41%

VEA.AX

0.43%

VUL.AX

0.58%

VSL.AX

1.69%

WA1.AX

1.86%

WGN.AX

-1.69%

WAM.AX

-0.62%

WGB.AX

0.92%

WLE.AX

SOL.AX

0.59%

WPR.AX

-0.41%

WQG.AX

1.35%

WEB.AX

-0.85%

WBT.AX

7.66%

WES.AX

-0.09%

WAF.AX

1.35%

WGX.AX

-1.39%

WBC.AX

0.74%

WHF.AX

WHC.AX

-0.49%

WIA.AX

3.19%

WC8.AX

WTN.AX

WTC.AX

-1.44%

WDS.AX

0.85%

WOW.AX

0.55%

WOR.AX

2.38%

XRO.AX

-0.91%

YAL.AX

-2.53%

ZIM.AX

2.44%

ZIP.AX

-2.65%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.17	0.66	0.46
SSO ASX Small Caps	15.57	0.11	0.71
IVV S&P 500	69.70	0.23	0.33
NDQ Nasdaq	60.83	0.26	0.43
F100 FTSE 100	14.97	0.1	0.67
ASIA Asia Tech	20.75	0.41	2.02
IEU Europe	101.15	0.75	0.75
IEM Emerging Markets	93.62	0.5	0.54
Gold Gold	57.93	-0.22	-0.38
ACDC Battery Tech	170.97	4.75	2.86

COMMODITIES	Close($)	-/+	%
Gold	4,514.41	-27.0894	-0.6
Silver	75.89	-0.8038	-1.05
Platinum	1,925.92	-39.9908	-2.03
Palladium	1,354.25	-24.1511	-1.75
Ice Brent Crude	105.55	2.97	2.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7137	-0.001	-0.14
Euro	1.1610	-0.0008	-0.07
British Pound	1.3446	0.0017	0.13
Canadian Dollar	1.3807	0.003	0.22
New Zealand Dollar	0.5858	-0.0016	-0.27
Chinese Yuan	6.7945	-0.008	-0.12
Japanese Yen	159.1100	0.15	0.09

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	-0.8%	78.57%	0.30 0.75
BGL	Bellevue Gold Ltd	1.53	3.03%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.75	1.1%	52.91%	35.52 62.72
FMG	Fortescue Ltd	21.50	-1.01%	34.66%	14.31 23.38
NHC	New Hope Corporation Ltd	5.50	0.55%	47.84%	3.63 6.14
WHC	Whitehaven Coal Ltd	8.16	-0.49%	51.85%	5.31 9.90
NEM	Newmont Cdi	151.02	0.82%	0.00%	80.26 190.91
NXG	Nexgen Ene Cdi	14.91	0.34%	0.00%	9.23 20.47
SFR	Sandfire Resources Ltd	18.64	3.5%	65.08%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	14.66	15.07
ELV	Elevra Lithium	13.73	12.36
EOS	Electro Optic Sy	8.88	10.72
4DX	4dmedical	3.62	10.37
GYG	Guzman Y Gomez	19.81	9.57
MLX	Metals X	1.77	9.29
WBT	Weebit Nano	7.31	7.66
EUR	European Lithium	0.44	7.41
BMN	Bannerman Energy	3.64	6.74
MI6	Minerals 260	0.85	6.29

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-16.67
SEK	Seek	12.71	-5.85
TLX	Telix Pharmaceut	13.32	-5.8
LLC	Lendlease Group	2.82	-5.69
CAT	Catapult Sports	3.57	-5.05
CMW	Cromwell Propert	0.42	-4.6
REA	Rea Group Ltd	152.02	-4.07
IAG	Insurance Austra	7.87	-3.44
CCP	Credit Corp Grou	11.09	-3.4
CXO	Core Lithium	0.30	-3.28

OPINION

Latest Market Matters Opinions

22/05/2026 16:43

What Mattered Today

The ASX edged higher to close out a mildly positive week, helped by improving reports on the Middle East and softening expectations for Australian interest rates. Miners and Energy stocks led the line today, though it’s been a particularly volatile week, with several triple digit moves, even though we’ve ended only +0.3% above where we started.

22/05/2026 16:40

Broker Moves

• Boss Energy Raised to Neutral at Macquarie; PT A$1.30 • Paladin Energy Raised to Outperform at Macquarie; PT A$13.25 • SGH Ltd. Raised to Positive at Evans & Partners Pty Ltd • Gemlife Communities Group Rated New Overweight at Barrenjoey • Bega Cheese Rated New Overweight at Morgan Stanley; PT A$6.70 • Insurance Australia Cut to Neutral at Citi; PT A$8.50 • Telstra Group Cut to Neutral at Macquarie; PT A$5.57 • Northern Star Cut to Accumulate at CLSA; PT A$33 • Evolution Raised to Buy at UBS; PT A$14 • Sandfire Raised to Neutral at UBS; PT A$20 • Nick Scali Cut to Hold at Jefferies; PT A$14 • Bapcor Cut to Sell at Goldman; PT 36 Australian cents

ACTION

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Today (21 May) in your report on SDR you said: "The focus has shifted toward how quickly operating leverage can scale as revenue grows, transaction volumes increase, and the Smart Platform strategy matures" I do understand what an increase in the volume of transactions means, but the rest of this sentence is totally beyond my comprehension. Can you please provide a plain English explanation of what you mean by 'leverage' and 'scale' and what SDR's 'Smart Platform strategy' is, in terms of the above sentence. Otherwise, thanks for your daily reports which are always useful.

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Thanks to the whole team there for a great service. I have run the ruler over CCP, and it seems to tick a lot of boxes...revenue growth, Profit growth, margins, yield, PE ratio. With higher inflation and increased interest rates, I believe their debt collection business will be stronger. Would be interested in your latest thoughts, and any negatives. thanks Bernie

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Opinion + Action