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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

2.17%

ABG.AX

1.01%

ASK.AX

2.17%

AGL.AX

-0.12%

A1M.AX

10.48%

AGI.AX

-1.96%

AIZ.AX

5.71%

AAI.AX

0.26%

ALK.AX

6.71%

A4N.AX

-2.56%

ALQ.AX

4.26%

AMC.AX

2.5%

AOV.AX

1.1%

AMP.AX

2.64%

ALD.AX

-7.27%

ANN.AX

1.74%

ANZ.AX

APA.AX

-0.46%

ARU.AX

1.85%

ARB.AX

2.41%

ARF.AX

ARG.AX

0.69%

ALL.AX

-1.52%

AYA.AX

4.67%

APZ.AX

0.4%

ASX.AX

2.56%

ALX.AX

0.59%

AUB.AX

-0.04%

AIA.AX

1.76%

AMI.AX

10.34%

AZJ.AX

-1.83%

ABB.AX

-5.39%

ASB.AX

4.15%

AAC.AX

-1.52%

AFI.AX

-0.15%

AUI.AX

0.82%

BOQ.AX

0.64%

BMN.AX

10.51%

BCI.AX

BPT.AX

-3.72%

BGA.AX

0.71%

BGL.AX

13.01%

BEN.AX

1.93%

BNZ.AX

8.65%

BHP.AX

3.58%

BKI.AX

1.43%

BC8.AX

9.42%

XYZ.AX

3.52%

BSL.AX

1.43%

BMC.AX

6.67%

BOE.AX

8.48%

BXB.AX

-0.53%

BVS.AX

-3.13%

BRE.AX

4.75%

BRG.AX

3.2%

BGP.AX

BFL.AX

0.24%

BWP.AX

-0.25%

CMM.AX

11.15%

CSC.AX

10.47%

CAR.AX

0.53%

CIN.AX

0.48%

CYL.AX

12.15%

CAT.AX

2.27%

CWP.AX

CNI.AX

3.3%

CIP.AX

COF.AX

-0.53%

CHN.AX

5.07%

CGF.AX

0.21%

CIA.AX

3.66%

CHI.AX

CHC.AX

3.17%

CLW.AX

0.53%

CQR.AX

0.77%

CQE.AX

1.13%

CNU.AX

-1.1%

C79.AX

1.24%

CVL.AX

2.43%

CU6.AX

4.19%

CWY.AX

-0.83%

CBO.AX

-0.77%

COH.AX

0.67%

CDA.AX

-0.14%

COL.AX

-2.08%

CKF.AX

0.12%

CBA.AX

1.43%

CPU.AX

-2.31%

CEN.AX

-0.26%

CXO.AX

7.14%

CCP.AX

1.49%

CMW.AX

-1.11%

CSL.AX

-1.84%

CCL.AX

2.42%

DBI.AX

-2.55%

DTL.AX

1.13%

DYL.AX

12.72%

DRR.AX

2.23%

DVP.AX

8.38%

DXS.AX

1.02%

DXI.AX

-0.8%

DDR.AX

2.1%

DGT.AX

4.51%

DJW.AX

1.08%

DMP.AX

0.44%

DOW.AX

0.98%

DPM.AX

4.68%

DRO.AX

-1.35%

DUR.AX

1.52%

DNL.AX

-0.52%

APE.AX

2.24%

EBO.AX

-1.99%

EIQ.AX

2.61%

ELD.AX

EOS.AX

-4.5%

ELV.AX

2.59%

ELS.AX

-3.94%

EHL.AX

1.53%

EMR.AX

10.26%

EDV.AX

0.31%

ERA.AX

EQR.AX

2.13%

EUR.AX

2.41%

EVN.AX

10.04%

EVT.AX

1.6%

FCL.AX

2.87%

FFM.AX

8.66%

FPH.AX

-1.55%

FPR.AX

2.47%

FBU.AX

1.53%

FLT.AX

7.32%

FML.AX

8.61%

FRS.AX

9.47%

FMG.AX

3.02%

FRW.AX

0.09%

FGX.AX

4.09%

FGG.AX

0.89%

GLN.AX

5.13%

GLF.AX

3.54%

GDG.AX

2.62%

GNE.AX

GMD.AX

8.46%

GNP.AX

0.88%

GMG.AX

1.71%

GPT.AX

1.37%

GQG.AX

-2.04%

GNG.AX

1.76%

GNC.AX

1.35%

GGP.AX

11.93%

GOZ.AX

1.32%

GCI.AX

GYG.AX

2.16%

GWA.AX

0.46%

HSN.AX

1.32%

HVN.AX

0.63%

HGH.AX

3.57%

HM1.AX

2.51%

HLI.AX

0.2%

HMC.AX

3.47%

HDN.AX

-0.38%

HUB.AX

3.77%

IEL.AX

11.27%

IGO.AX

1.58%

ILU.AX

5.18%

IMD.AX

6.22%

IMR.AX

5.14%

IFT.AX

INA.AX

2.18%

ING.AX

-0.94%

IAG.AX

-2.13%

IDX.AX

1.47%

IPG.AX

0.17%

IPX.AX

6.25%

IPH.AX

IRE.AX

2.11%

JHX.AX

4.17%

JBH.AX

1.66%

JDO.AX

3.83%

JMS.AX

3.7%

KAR.AX

-8.37%

KLS.AX

3.32%

KCN.AX

8.01%

KKC.AX

GLS.AX

4.88%

LGF.AX

5.11%

L1G.AX

0.96%

LSF.AX

1.31%

LRV.AX

9.8%

LFS.AX

LLC.AX

0.35%

LFG.AX

1.62%

360.AX

1.38%

LIC.AX

0.4%

LNW.AX

2.15%

LIN.AX

-1.1%

LTR.AX

2.75%

LOV.AX

2.52%

LYL.AX

6.21%

LYC.AX

0.62%

MA1.AX

-0.5%

MAF.AX

5.36%

MGH.AX

-3.21%

MAH.AX

4.35%

MQG.AX

1.98%

MAQ.AX

2.32%

MAD.AX

-2.31%

MFG.AX

0.32%

MMS.AX

-0.77%

MPL.AX

-2.62%

MP1.AX

2.17%

MCY.AX

0.36%

MEZ.AX

0.84%

MSB.AX

0.26%

MLX.AX

-1.33%

MTS.AX

-0.62%

MEI.AX

5.88%

MOT.AX

-0.58%

MXT.AX

-0.26%

MFF.AX

MIN.AX

4.77%

MI6.AX

7.56%

MIR.AX

2.07%

MGR.AX

1.41%

MND.AX

5.56%

MYS.AX

0.22%

NAN.AX

-2.41%

NAB.AX

2.63%

NGI.AX

1.69%

NWL.AX

3.01%

NEU.AX

-3.29%

NHC.AX

-7.95%

NEM.AX

6.81%

NWS.AX

-1.32%

NXG.AX

3.92%

NXT.AX

1.72%

NHF.AX

-1%

NCK.AX

3.49%

NIC.AX

5.24%

NEC.AX

3.85%

NST.AX

7.94%

NWH.AX

4.17%

NUF.AX

-3.45%

OCL.AX

-0.46%

OML.AX

8.73%

OPH.AX

2.93%

OBM.AX

16.29%

ORI.AX

0.82%

ORG.AX

-3.25%

ORA.AX

2.9%

PDN.AX

7.72%

PNR.AX

8.73%

PPC.AX

-0.9%

PPM.AX

1.55%

PRN.AX

6.76%

PPT.AX

0.68%

PCI.AX

-0.92%

PRU.AX

8.81%

PXA.AX

-0.19%

PNI.AX

5.67%

PL8.AX

-0.72%

PLS.AX

-0.61%

PGF.AX

0.98%

PNV.AX

0.52%

PDI.AX

10.19%

PMV.AX

-0.5%

PME.AX

0.34%

PWH.AX

0.35%

PYC.AX

-0.41%

QAN.AX

6.31%

QBE.AX

-2.54%

QAL.AX

3.99%

QRI.AX

0.33%

QUB.AX

-0.59%

RMS.AX

5.98%

RHC.AX

0.57%

REA.AX

0.52%

RDX.AX

-1.89%

REH.AX

0.13%

RF1.AX

3.33%

RPL.AX

2.39%

RG1.AX

2.21%

RGN.AX

0.83%

REG.AX

3.19%

RRL.AX

13.33%

RWC.AX

-0.28%

RMD.AX

0.11%

RSG.AX

6.22%

SGLLV.AX

1.54%

RIC.AX

-0.35%

RIO.AX

2.71%

RXL.AX

6.98%

RFF.AX

-0.48%

RYM.AX

1.31%

SFR.AX

5.24%

SMI.AX

4.42%

STO.AX

-8.43%

SCG.AX

0.78%

SEK.AX

0.8%

SHV.AX

-0.51%

SRV.AX

1.99%

SSM.AX

1.62%

SGH.AX

2.6%

SHA.AX

0.92%

SIG.AX

6.06%

SLX.AX

8.41%

SGM.AX

2.37%

SDR.AX

4.55%

SKS.AX

2.65%

SIQ.AX

-0.41%

SHL.AX

-1.29%

S32.AX

-1.11%

SX2.AX

9.02%

SXE.AX

SPK.AX

SRG.AX

2.11%

SBM.AX

6.42%

SMR.AX

-0.37%

SDF.AX

-0.58%

SGP.AX

3.31%

SNZ.AX

4.33%

SUN.AX

-1.87%

SRL.AX

6.56%

SUL.AX

3.42%

SLC.AX

-0.55%

SNL.AX

2.74%

SYL.AX

-1.12%

TAH.AX

1.8%

TEA.AX

3.84%

TNE.AX

0.26%

TLX.AX

1.4%

TLS.AX

-1.92%

TPW.AX

1.9%

A2M.AX

-0.66%

TLC.AX

-0.7%

SGR.AX

-9.09%

TVN.AX

3.77%

TWR.AX

0.66%

TPG.AX

-1.89%

TCL.AX

-1.67%

TWE.AX

0.62%

TUA.AX

-0.76%

TCG.AX

6.52%

TRA.AX

UNI.AX

3.08%

VAU.AX

14.71%

VNT.AX

2.31%

VCX.AX

0.39%

VGN.AX

12.89%

VEA.AX

-5.78%

VUL.AX

4.83%

VSL.AX

0.21%

VYS.AX

2.42%

WA1.AX

8.91%

WGN.AX

0.88%

WAM.AX

1.65%

WGB.AX

-1.37%

WLE.AX

0.38%

SOL.AX

-1.71%

WPR.AX

0.4%

WQG.AX

3.29%

WEB.AX

8.98%

WBT.AX

8.72%

WES.AX

-0.28%

WAF.AX

WGX.AX

8.19%

WBC.AX

0.91%

WHF.AX

1.77%

WHC.AX

-4.84%

WIA.AX

11.36%

WC8.AX

1.04%

WTN.AX

WTC.AX

2.43%

WDS.AX

-5.67%

WOW.AX

-0.26%

WOR.AX

2.59%

XRO.AX

-0.2%

YAL.AX

-7.33%

ZIM.AX

2.04%

ZIP.AX

6.39%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.48	1.93	1.31
SSO ASX Small Caps	16.25	0.42	2.65
IVV S&P 500	70.88	0.82	1.17
NDQ Nasdaq	62.98	1.34	2.17
F100 FTSE 100	15.17	0.18	1.2
ASIA Asia Tech	22.55	0.88	4.06
IEU Europe	104.46	1.46	1.42
IEM Emerging Markets	99.12	2.74	2.84
Gold Gold	55.67	1.3	2.39
ACDC Battery Tech	169.83	5.93	3.62

COMMODITIES	Close($)	-/+	%
Gold	4,338.79	120.02	2.84
Silver	70.31	2.3321	3.43
Platinum	1,770.65	53.1308	3.09
Palladium	1,349.50	66.3944	5.17
Ice Brent Crude	83.05	-4.28	-4.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7080	0.0037	0.53
Euro	1.1603	0.0038	0.33
British Pound	1.3426	0.002	0.15
Canadian Dollar	1.3980	-0.0009	-0.06
New Zealand Dollar	0.5831	-0.0002	-0.03
Chinese Yuan	6.7570	-0.0056	-0.08
Japanese Yen	160.2100	0.01	0.01

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	10.48%	85.07%	0.30 0.75
BGL	Bellevue Gold Ltd	1.52	13.01%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.18	3.58%	64.14%	35.52 65.44
FMG	Fortescue Ltd	20.82	3.02%	29.05%	14.31 23.38
NHC	New Hope Corporation Ltd	5.56	-7.95%	57.29%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.45	-4.84%	55.24%	5.31 9.90
NEM	Newmont Cdi	147.18	6.81%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.30	3.92%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	20.87	5.24%	73.64%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
OBM	Ora Banda Mining	1.29	16.29
VAU	Vault Minerals	4.60	14.71
RRL	Regis Resources	6.63	13.33
BGL	Bellevue Gold	1.52	13.01
VGN	Virgin Australia	2.89	12.89
DYL	Deep Yellow	1.60	12.72
CYL	Catalyst Metals	5.63	12.15
GGP	Greatland Resour	13.70	11.93
WIA	Wia Gold	0.49	11.36
IEL	Idp Education	2.37	11.27

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SGR	The Star Enterta	0.10	-9.09
STO	Santos	7.39	-8.43
KAR	Karoon Energy Lt	1.86	-8.37
NHC	New Hope Corpora	5.56	-7.95
YAL	Yancoal Australi	6.07	-7.33
ALD	Ampol	33.80	-7.27
VEA	Viva Energy Grp	2.12	-5.78
WDS	Woodside Energy	29.46	-5.67
ABB	Aussie Broadband	5.27	-5.39
WHC	Whitehaven Coal	8.45	-4.84

OPINION

Latest Market Matters Opinions

15/06/2026 16:43

Broker Moves

• Dexus Raised to Overweight at Barrenjoey; PT A$6.30 • Karoon Energy Cut to Trim at Morgans Financial Limited • Liontown Raised to Outperform at Macquarie; PT A$2.30 • Greatland Resources Raised to Outperform at Macquarie; PT A$14 • Evolution Raised to Outperform at Macquarie; PT A$13 • Elevra Lithium Raised to Outperform at Macquarie; PT A$14.50 • Turaco Gold Rated New Overweight at Barrenjoey; PT A$1.15 • DMP AU Cut to Hold at Morgans Financial Limited; PT A$17.60 • Retail Food Group Cut to Speculative Hold at Bell Potter • Perenti Raised to Buy at Jefferies; PT A$2.45 • Imdex Raised to Buy at Jefferies; PT A$5 • ALS Raised to Buy at Jefferies; PT A$26 • Maas Group Cut to Hold at Jefferies; PT A$5.50 • South32 Cut to Neutral at Macquarie • Bannerman Energy Rated New Buy at UBS; PT A$5.15

15/06/2026 16:42

What Mattered Today

The ASX built on Friday's strength and rallied again today, with the local bourse embracing news of a US-Iran agreement to reopen the Strait of Hormuz and removing the biggest macro risk hanging over markets in recent months.

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Market Matters Content

Macro Monday: SpaceX IPO illustrates how Liquidity could lift “Risk” Assets

Morning report 15/06/2026

Afternoon Report

The Match Out: ASX rallies on US-Iran deal, Miners lead the charge

Afternoon report 15/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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