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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

9.52%

4DX.AX

5.95%

ABG.AX

-0.49%

ASK.AX

-0.37%

AGL.AX

0.64%

AIZ.AX

4.29%

AAI.AX

-1.32%

ALK.AX

2.64%

A4N.AX

-0.99%

ALQ.AX

1.14%

AMC.AX

2.34%

AOV.AX

-0.81%

AMP.AX

-0.4%

AEL.AX

-0.37%

ALD.AX

1.17%

ANN.AX

0.46%

ANZ.AX

0.5%

APA.AX

-0.31%

ARU.AX

-1.79%

ARB.AX

0.05%

ARF.AX

-3.03%

ARG.AX

0.23%

ALL.AX

-1.77%

APZ.AX

1.63%

ASX.AX

1.14%

ALX.AX

0.89%

AUB.AX

0.13%

AIA.AX

-1.34%

AZJ.AX

0.26%

ABB.AX

1.26%

ASB.AX

-0.85%

AAC.AX

2.33%

AFG.AX

1.37%

AFI.AX

1.38%

AUI.AX

2.04%

ASG.AX

5.98%

BOQ.AX

-0.73%

BMN.AX

-0.9%

BCI.AX

-3.95%

BPT.AX

1.93%

BGA.AX

1.4%

BGL.AX

0.8%

BEN.AX

-0.4%

BNZ.AX

18.82%

BHP.AX

2.99%

BKI.AX

0.29%

BC8.AX

0.54%

XYZ.AX

2.1%

BSL.AX

0.89%

BOE.AX

1.37%

BXB.AX

-0.23%

BVS.AX

-1.24%

BRE.AX

3.02%

BRG.AX

-0.08%

BFL.AX

0.13%

BWP.AX

0.55%

CMM.AX

3.4%

CSC.AX

4.38%

CAR.AX

-1.29%

CIN.AX

0.82%

CYL.AX

4.09%

CAT.AX

0.3%

CWP.AX

0.41%

CNI.AX

CIP.AX

0.68%

COF.AX

-0.51%

CHN.AX

5.24%

CGF.AX

-0.63%

CIA.AX

3.47%

CHC.AX

1.13%

CLW.AX

-0.29%

CQR.AX

0.53%

CQE.AX

-0.78%

CNU.AX

-0.13%

C79.AX

-0.28%

CVL.AX

-2.36%

CU6.AX

-1.92%

CWY.AX

0.87%

CBO.AX

0.93%

COH.AX

-1.74%

CDA.AX

-0.79%

COL.AX

0.97%

CKF.AX

-3.9%

CBA.AX

-1.8%

CPU.AX

0.46%

CEN.AX

-3.05%

CXO.AX

5.13%

CCP.AX

1.87%

CMW.AX

CSL.AX

-0.29%

CCL.AX

0.26%

DBI.AX

1.45%

DTL.AX

-0.58%

DTR.AX

4.04%

DYL.AX

0.93%

DRR.AX

1.87%

DVP.AX

2.51%

DXS.AX

0.51%

DXI.AX

-0.42%

DDR.AX

1.43%

DGT.AX

-2.87%

DUI.AX

0.61%

DJW.AX

-0.35%

DMP.AX

0.81%

DOW.AX

2.25%

DPM.AX

4.69%

DRO.AX

-6.79%

DUR.AX

3.33%

DNL.AX

0.69%

APE.AX

0.98%

EBO.AX

-1.64%

ELD.AX

-0.14%

EOS.AX

-6.71%

ELV.AX

9.24%

ELS.AX

-2.61%

EHL.AX

3.52%

EMR.AX

3.06%

EDV.AX

-0.83%

ERA.AX

EQR.AX

7.41%

EQT.AX

0.2%

EVN.AX

3.39%

EVT.AX

0.32%

FCL.AX

5.29%

FFM.AX

4.55%

FPH.AX

-1.11%

FPR.AX

8.89%

FBU.AX

-0.38%

FLT.AX

-1.59%

FML.AX

1.68%

FMG.AX

3.36%

FRW.AX

FGX.AX

2.36%

FGG.AX

-0.66%

GLF.AX

-1.27%

GDG.AX

GNE.AX

1.68%

GMD.AX

6.92%

GTK.AX

-3.57%

GNP.AX

-1.72%

GMG.AX

1.36%

GPT.AX

0.44%

GQG.AX

-1.47%

GNG.AX

3.41%

GNC.AX

-0.33%

GGP.AX

2.96%

GOZ.AX

0.46%

GCI.AX

1.26%

GYG.AX

-4.86%

GWA.AX

-0.47%

HSN.AX

0.84%

HVN.AX

-1%

HGH.AX

-1.5%

HM1.AX

-1.81%

HLI.AX

2.08%

HMC.AX

-2.65%

HDN.AX

-0.84%

HUB.AX

1.3%

IEL.AX

-1.51%

IGO.AX

5.93%

ILU.AX

0.51%

IMD.AX

-2.05%

IMR.AX

0.55%

IFT.AX

-0.22%

INA.AX

-1.56%

ING.AX

0.56%

IFL.AX

IAG.AX

-1.34%

IDX.AX

-2.88%

IPX.AX

3.74%

IPH.AX

-1.23%

IRE.AX

0.58%

JHX.AX

2.39%

JBH.AX

0.67%

JDO.AX

-3.91%

JMS.AX

KAR.AX

KLS.AX

1.6%

KCN.AX

1.4%

KKC.AX

-2.87%

GLS.AX

-1.83%

L1G.AX

LSF.AX

3.83%

LRV.AX

0.51%

LFS.AX

0.54%

LLC.AX

0.31%

LFG.AX

-1.69%

360.AX

3.24%

LIC.AX

2.49%

LNW.AX

2.08%

LIN.AX

5.97%

LTR.AX

6.53%

LOV.AX

0.24%

LYL.AX

0.84%

LYC.AX

3.22%

MA1.AX

MAF.AX

-0.57%

MGH.AX

2.24%

MAH.AX

6.06%

MQG.AX

0.3%

MAQ.AX

-0.61%

MAD.AX

0.41%

MFG.AX

-2.94%

MAU.AX

2.46%

MMS.AX

2.63%

MPL.AX

2.09%

MP1.AX

1.07%

MCY.AX

-7.58%

MEZ.AX

MSB.AX

0.49%

MLX.AX

5.7%

MTS.AX

0.35%

MOT.AX

0.59%

MXT.AX

1.6%

MFF.AX

3.13%

MIN.AX

4.56%

MI6.AX

-1.63%

MIR.AX

1.95%

MGR.AX

MND.AX

1.51%

MYR.AX

MYS.AX

0.46%

NAN.AX

2.33%

NAB.AX

-4.45%

NSR.AX

0.36%

NGI.AX

NWL.AX

2.91%

NEU.AX

-1.65%

NHC.AX

2.82%

NEM.AX

3.91%

NWS.AX

-0.48%

NXG.AX

1.67%

NXT.AX

-1.92%

NHF.AX

1.45%

NCK.AX

-0.19%

NIC.AX

4.12%

NEC.AX

NST.AX

2.09%

NWH.AX

2.3%

NUF.AX

-0.82%

OCL.AX

-0.08%

OPH.AX

6.5%

OBM.AX

ORI.AX

-0.85%

ORG.AX

2.3%

ORA.AX

0.26%

PDN.AX

2.17%

PNR.AX

0.65%

PPC.AX

3.33%

PPM.AX

0.3%

PRN.AX

2.19%

PPT.AX

-1.86%

PCI.AX

2.45%

PRU.AX

3.29%

PXA.AX

-0.4%

PNI.AX

2.53%

PL8.AX

-0.73%

PLS.AX

6.57%

PGF.AX

-1.52%

PNV.AX

-1.68%

PDI.AX

-2.08%

PMV.AX

-2.69%

PME.AX

-1.95%

PFP.AX

-2.63%

PWH.AX

-2.28%

PYC.AX

-1.67%

QAN.AX

2.33%

QBE.AX

1.49%

QAL.AX

0.81%

QRI.AX

QUB.AX

RMS.AX

3.63%

RHC.AX

-0.73%

REA.AX

-2.71%

RDX.AX

0.96%

REH.AX

2.12%

RF1.AX

2.55%

RPL.AX

-0.84%

RGN.AX

0.92%

REG.AX

1.3%

RRL.AX

2.76%

RWC.AX

2.64%

RMD.AX

0.28%

RSG.AX

2.46%

SGLLV.AX

1.9%

RIC.AX

3.08%

RIO.AX

2.18%

RXL.AX

10.26%

RFF.AX

0.5%

RYM.AX

0.56%

SFR.AX

3.33%

SMI.AX

-1.27%

STO.AX

-2.61%

SCG.AX

0.59%

SEK.AX

-2.59%

SHV.AX

-1.05%

SRV.AX

0.6%

SSM.AX

0.26%

SGH.AX

0.03%

SHA.AX

-1.82%

SIG.AX

-2.62%

SLX.AX

-3.36%

SGM.AX

1.09%

SDR.AX

-2.78%

SKC.AX

0.82%

SIQ.AX

4.07%

SHL.AX

-1.55%

S32.AX

2.08%

SX2.AX

3.95%

SXE.AX

-1.4%

SPK.AX

SRG.AX

1.62%

SBM.AX

2.83%

SMR.AX

0.36%

SDF.AX

-2.12%

SGP.AX

SNZ.AX

3.32%

SUN.AX

2.23%

SRL.AX

0.39%

SUL.AX

-1.78%

SLC.AX

1.26%

SNL.AX

-0.03%

SYL.AX

3.11%

TAH.AX

0.51%

TEA.AX

2.22%

TNE.AX

-0.9%

TLX.AX

-2.34%

TLS.AX

0.75%

TPW.AX

-2.56%

A2M.AX

-3.21%

TLC.AX

0.37%

SGR.AX

TVN.AX

1.69%

TWR.AX

1.63%

TPG.AX

TCL.AX

0.15%

TWE.AX

-0.56%

TUA.AX

-1.16%

TCG.AX

1.83%

UNI.AX

-0.25%

VAU.AX

0.83%

VNT.AX

0.54%

VCX.AX

0.85%

VGN.AX

0.44%

VEA.AX

2.94%

VUL.AX

1.73%

VSL.AX

0.54%

WA1.AX

1.94%

WGN.AX

0.51%

WAM.AX

0.9%

WGB.AX

-0.94%

WLE.AX

0.37%

SOL.AX

WPR.AX

-0.8%

WEB.AX

-3.87%

WBT.AX

-8.47%

WES.AX

0.12%

WAF.AX

3.99%

WGX.AX

2.79%

WBC.AX

-1.56%

WHF.AX

-0.4%

WHC.AX

-0.85%

WIA.AX

6.41%

WTC.AX

-3.74%

WDS.AX

-0.17%

WOW.AX

-0.27%

WOR.AX

0.57%

XRO.AX

-2.22%

YAL.AX

-3.82%

ZIM.AX

10.75%

ZIP.AX

0.66%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	141.17	0.27	0.19
SSO ASX Small Caps	14.83	0.03	0.2
IVV S&P 500	62.64	0.65	1.05
NDQ Nasdaq	50.85	0.58	1.15
F100 FTSE 100	14.28	0.19	1.35
ASIA Asia Tech	14.93	0.24	1.63
IEU Europe	93.25	1.19	1.29
IEM Emerging Markets	80.97	1.17	1.47
Gold Gold	56.93	-0.47	-0.82
ACDC Battery Tech	138.03	3.75	2.79

COMMODITIES	Close($)	-/+	%
Gold	4,385.59	-20.1763	-0.46
Silver	69.37	0.24	0.35
Platinum	1,898.41	16.91	0.9
Palladium	1,405.25	-28.25	-1.97
Ice Brent Crude	100.06	-12.13	-10.81
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6947	-0.0061	-0.87
Euro	1.1568	-0.0044	-0.38
British Pound	1.3364	-0.0064	-0.48
Canadian Dollar	1.3781	0.0055	0.4
New Zealand Dollar	0.5799	-0.0058	-0.99
Chinese Yuan	6.8918	0.0111	0.16
Japanese Yen	159.1500	0.72	0.45

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.45	4.65%	4.88%	0.28 0.75
BGL	Bellevue Gold Ltd	1.27	0.8%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	48.52	2.99%	19.15%	33.25 59.39
FMG	Fortescue Ltd	19.69	3.36%	20.65%	13.18 23.38
NHC	New Hope Corporation Ltd	5.84	2.82%	38.20%	3.33 5.92
WHC	Whitehaven Coal Ltd	9.31	-0.85%	64.16%	4.26 9.59
NEM	Newmont Cdi	136.99	3.91%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	15.83	1.67%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.21	3.33%	28.22%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	2.02	18.82
ZIM	Zimplats Holding	17.00	10.75
RXL	Rox Resources	0.43	10.26
29M	29metals	0.35	9.52
ELV	Elevra Lithium	7.09	9.24
FPR	Fleetpartners Gr	2.45	8.89
EQR	Eq Resources	0.29	7.41
GMD	Genesis Minerals	5.72	6.92
PLS	Pls Group	4.54	6.57
LTR	Liontown	1.55	6.53

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WBT	Weebit Nano	4.32	-8.47
MCY	Mercury Nz	5.24	-7.58
DRO	Droneshield	3.57	-6.79
EOS	Electro Optic Sy	8.34	-6.71
GYG	Guzman Y Gomez	16.45	-4.86
NAB	National Austral	42.75	-4.45
BCI	Bci Minerals	0.37	-3.95
JDO	Judo Capital Hol	1.48	-3.91
CKF	Collins Foods	9.11	-3.9
WEB	Web Travel Group	2.73	-3.87

OPINION

Latest Market Matters Opinions

24/03/2026 16:47

What Mattered Today

The ASX finished modestly higher but well off its intraday highs after an early relief rally faded as the geopolitical backdrop in the Middle East remained fluid. The index surged more than +130pts at the open, briefly pushing 8500, before momentum cooled as US futures slipped gradually through the day.

24/03/2026 16:25

Broker Moves

• Pro Medicus Raised to Buy at Moelis & Company; PT A$145.03 • Collins Foods Cut to Neutral at Citi; PT A$10.45 • Synlait Milk Cut to Underperform at Forsyth Barr; PT NZ$0.50 • Beetaloo Energy Australia Rated New Speculative Buy at Canaccord • Insurance Australia Cut to Underweight at Morgan Stanley • Aussie Broadband Raised to Outperform at Macquarie; PT A$5.30 • NAB Cut to Neutral at JPMorgan; PT A$46.10 • ANZ Group Raised to Overweight at JPMorgan; PT A$38.50 • NAB Cut to Underweight at Morgan Stanley; PT A$39.80 • Austral Resources Rated New Speculative Buy at Bell Potter • Viva Energy Raised to Outperform at RBC; PT A$2.50

ACTION

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Market Matters Content

What Matters Today: Does MM see value in the iron ore miners as the bulk commodity pushes higher?

Morning report 24/03/2026

Afternoon Report

The Match Out: Materials drive early bounce, ASX fades through the session

Afternoon report 24/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/03/2026

The “Big Four” Banks

Hi James & Team Can I have your current view on the 4 Big Banks. With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA - if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb - whereas ANZ, NAB & WBC will payout in May. regards Debbie

Ask James

Question asked 21/03/2026

Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios. PNI : Today i am seeking an update on PNI as it is slightly outdated on the website, however is shown as Active in the portfolio. MTS : MTS has experienced a tail of two extremes regarding its share price over the last 12 months, and it looks like good value at below $3.00 . Can i ask your view on the share price movement, and if there is any apparent short term catalyst that would see it find its way back to $3.50+ levels? Thank you for your time. Kind Regards John Ash

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