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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.59%

4DX.AX

4.27%

ABG.AX

AIS.AX

AGL.AX

-0.49%

A1M.AX

AIZ.AX

AAI.AX

4.67%

ALK.AX

2.61%

A4N.AX

3.88%

ALQ.AX

0.26%

AMC.AX

0.48%

AOV.AX

1.09%

AMP.AX

-2.89%

ALD.AX

-0.72%

ANN.AX

-0.32%

ANZ.AX

-1.7%

APA.AX

-0.2%

ARU.AX

7.69%

ARB.AX

-0.83%

ARF.AX

-21.95%

ARG.AX

-0.21%

ALL.AX

-0.85%

AYA.AX

-0.23%

APZ.AX

-1.9%

ASX.AX

-0.52%

ALX.AX

-0.2%

AUB.AX

0.07%

AIA.AX

0.82%

AXQ.AX

-4.49%

AMI.AX

1.32%

AZJ.AX

AUC.AX

5.97%

ABB.AX

-0.41%

AAC.AX

AEF.AX

-0.65%

AFI.AX

-1.18%

AUI.AX

-0.43%

BOQ.AX

3.48%

BMN.AX

4.13%

BCI.AX

4.55%

BPT.AX

-4.62%

BGA.AX

2.62%

BGL.AX

1.98%

BEN.AX

-0.97%

BNZ.AX

0.77%

BHP.AX

0.87%

BKI.AX

-0.51%

BC8.AX

XYZ.AX

-0.42%

BSL.AX

-1.25%

BOE.AX

5.62%

BXB.AX

0.39%

BVS.AX

0.36%

BRE.AX

-2.53%

BRG.AX

-0.78%

BFL.AX

1.77%

BWP.AX

-0.51%

CMM.AX

2.82%

CSC.AX

1.83%

CAR.AX

9.92%

CIN.AX

-1.13%

CYL.AX

1.24%

CAT.AX

-2.45%

CWP.AX

-1.26%

CNI.AX

0.68%

CIP.AX

COF.AX

-0.56%

CHN.AX

1.1%

CGF.AX

-0.7%

CIA.AX

-0.28%

CHC.AX

-0.42%

CLW.AX

-0.52%

CQR.AX

0.24%

CQE.AX

-3.65%

CNU.AX

-0.5%

C79.AX

0.31%

CVL.AX

CU6.AX

5.58%

CWY.AX

-0.42%

CBO.AX

COH.AX

1.8%

CDA.AX

-4.72%

COL.AX

-1.2%

CKF.AX

1.11%

CBA.AX

-2.1%

CPU.AX

-1.03%

CEN.AX

-1.06%

CXO.AX

7.02%

CCP.AX

1.35%

CMW.AX

1.15%

CSL.AX

1.72%

CCL.AX

DBI.AX

-3.06%

DTL.AX

1.11%

DYL.AX

3.6%

DRR.AX

0.69%

DVP.AX

-2.67%

DXS.AX

DXI.AX

-0.41%

DDR.AX

-0.61%

DGT.AX

0.36%

DJW.AX

0.34%

DMP.AX

1.38%

DOW.AX

-0.51%

DPM.AX

5.24%

DRO.AX

DUR.AX

-1.36%

DNL.AX

-0.26%

APE.AX

0.71%

EBO.AX

0.54%

EIQ.AX

6.12%

ELD.AX

1.26%

EOS.AX

-2.97%

ELV.AX

1.67%

ELS.AX

0.71%

EHL.AX

0.49%

EMR.AX

EDV.AX

0.28%

EQR.AX

EUR.AX

5.08%

EVN.AX

2.39%

EVT.AX

-1.66%

FDC.AX

0.28%

FCL.AX

1.01%

FFM.AX

0.26%

FPH.AX

0.17%

FPR.AX

12.1%

FBU.AX

-0.64%

FLT.AX

0.66%

FML.AX

3.47%

FRS.AX

FMG.AX

-0.17%

FRW.AX

FGX.AX

1.1%

FGG.AX

0.29%

GLF.AX

-0.45%

GDG.AX

-1.46%

GNE.AX

4.29%

GMD.AX

2.81%

GNP.AX

-1.52%

GMG.AX

-0.07%

GPT.AX

GQG.AX

0.7%

GNG.AX

-3.31%

GNC.AX

-0.18%

GGP.AX

4.72%

G6M.AX

9.74%

GOZ.AX

0.89%

GCI.AX

-0.48%

GYG.AX

-0.28%

GWA.AX

-0.41%

HSN.AX

HVN.AX

-1.98%

HGH.AX

-2.99%

HM1.AX

HLI.AX

0.59%

HMC.AX

HDN.AX

HUB.AX

0.11%

IEL.AX

2.67%

IGO.AX

3.62%

ILU.AX

3.81%

IMD.AX

3.88%

IMR.AX

4.21%

IFT.AX

1.28%

INA.AX

-1.12%

ING.AX

0.94%

IAG.AX

-3.24%

IDX.AX

-2.29%

IPG.AX

-0.62%

IPX.AX

4.65%

IPH.AX

1.39%

IRE.AX

3.28%

JHX.AX

-0.46%

JBH.AX

-0.11%

JDO.AX

-3.43%

JMS.AX

KAR.AX

-0.6%

KLS.AX

1.29%

KCN.AX

4.46%

KKC.AX

GLS.AX

2.39%

LGF.AX

3.37%

L1G.AX

0.46%

LSF.AX

-3.2%

LRV.AX

-1.16%

LFS.AX

-0.28%

LLC.AX

LFG.AX

-0.92%

360.AX

3.22%

LIC.AX

0.37%

LNW.AX

1.53%

LIN.AX

18.28%

LTR.AX

1.69%

LOV.AX

-2.69%

LYL.AX

0.84%

LYC.AX

1.54%

MA1.AX

0.25%

MAF.AX

0.66%

MGH.AX

-1.09%

MAH.AX

1.51%

MQG.AX

-0.14%

MAQ.AX

-1.09%

MAD.AX

-1.75%

MFG.AX

2.63%

MMS.AX

1.28%

MPL.AX

-1.52%

MP1.AX

-1.29%

MCY.AX

MEZ.AX

-0.43%

MSB.AX

5.83%

MLX.AX

1.62%

MTS.AX

0.32%

MEI.AX

MOT.AX

-0.61%

MXT.AX

-1.04%

MFF.AX

-1.11%

MIN.AX

1.03%

MI6.AX

7.24%

MIR.AX

0.39%

MGR.AX

-0.55%

MND.AX

2.4%

MYS.AX

-1.02%

NAN.AX

0.84%

NAB.AX

-2.39%

NGI.AX

0.39%

NWL.AX

-0.12%

NEU.AX

1.23%

NHC.AX

1.73%

NMG.AX

3.57%

NEM.AX

4.36%

NWS.AX

-3.64%

NXG.AX

1.39%

NXT.AX

0.77%

NHF.AX

-1.46%

NCK.AX

-0.53%

NIC.AX

1.21%

NEC.AX

0.5%

NST.AX

1.37%

NWH.AX

0.69%

NUF.AX

-1.34%

OCL.AX

-0.14%

OML.AX

4.4%

OPH.AX

0.4%

OBM.AX

1.87%

ORI.AX

-0.59%

ORG.AX

-0.18%

ORA.AX

0.98%

PDN.AX

2.27%

PNR.AX

2.38%

PPC.AX

-1.37%

PPM.AX

-0.27%

PRN.AX

1.7%

PPT.AX

0.53%

PCI.AX

0.46%

PRU.AX

2.94%

PXA.AX

2.56%

PNI.AX

-0.42%

PL8.AX

-0.35%

PLS.AX

3.06%

PGF.AX

2.38%

PNV.AX

PDI.AX

1.32%

PMV.AX

-0.74%

PME.AX

0.3%

PWH.AX

PYC.AX

2.45%

QAN.AX

-1.14%

QBE.AX

-2.09%

QAL.AX

-1.21%

QRI.AX

0.32%

RMS.AX

2.21%

RHC.AX

-0.18%

REA.AX

1.05%

RDX.AX

-0.52%

REH.AX

-0.46%

RF1.AX

-2.21%

RPL.AX

0.71%

RG1.AX

3.5%

RGN.AX

0.83%

REG.AX

-1.59%

RRL.AX

2.06%

RWC.AX

RMD.AX

4.23%

RSG.AX

6.13%

SGLLV.AX

-0.5%

RIC.AX

2.42%

RIO.AX

0.77%

RXL.AX

4.26%

RFF.AX

RYM.AX

2.65%

SFR.AX

0.24%

SMI.AX

-3.51%

STO.AX

-0.13%

SCG.AX

-0.25%

SEK.AX

6.87%

SHV.AX

2.18%

SRV.AX

-3.34%

SSM.AX

-1.6%

SGH.AX

1.02%

SHA.AX

-2.48%

SIG.AX

-0.67%

SLX.AX

4.32%

SGM.AX

-0.6%

SDR.AX

2.93%

SKS.AX

2.06%

SKC.AX

-1.96%

SIQ.AX

-0.75%

SHL.AX

0.67%

S32.AX

2.62%

SX2.AX

6.96%

SXE.AX

-3.79%

SPK.AX

-0.92%

SRG.AX

SBM.AX

1.71%

SMR.AX

2.07%

SDF.AX

-0.95%

SGP.AX

0.47%

SKG.AX

-1.94%

SNZ.AX

0.57%

SUN.AX

-2.9%

SRL.AX

16.07%

SUL.AX

0.44%

SLC.AX

0.31%

SNL.AX

-1.43%

SYL.AX

-1.85%

TAH.AX

2.81%

TEA.AX

-2.18%

TNE.AX

1.16%

TLX.AX

2.72%

TLS.AX

0.4%

TPW.AX

-3.97%

A2M.AX

0.59%

TLC.AX

-0.37%

SGR.AX

TVN.AX

-2%

THL.AX

2.95%

TWR.AX

-0.64%

TPG.AX

-0.28%

TCL.AX

0.76%

TWE.AX

4.24%

TUA.AX

-0.93%

TCG.AX

3.01%

USL.AX

3.77%

UNI.AX

1.03%

VAU.AX

3.08%

VNT.AX

-1.16%

VCX.AX

VGN.AX

-1.75%

VMM.AX

-3.01%

VGL.AX

-0.45%

VEA.AX

-0.75%

VUL.AX

3.85%

VSL.AX

-1.43%

VYS.AX

WA1.AX

2.17%

WGN.AX

-2.76%

WAM.AX

-0.63%

WGB.AX

1.36%

WLE.AX

-3.58%

SOL.AX

-0.06%

WPR.AX

-0.4%

WQG.AX

2.48%

WEB.AX

3.79%

WBT.AX

-2.49%

WES.AX

-0.62%

WAF.AX

0.86%

WGX.AX

2.47%

WBC.AX

-5.88%

WHF.AX

-1%

WHC.AX

2.32%

WIA.AX

WC8.AX

3.9%

WTC.AX

0.17%

WDS.AX

-0.28%

WOW.AX

0.94%

WOR.AX

0.55%

XRO.AX

1.55%

YAL.AX

2.49%

ZIM.AX

3.4%

ZIP.AX

-1.75%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.93	-0.5	-0.32
SSO ASX Small Caps	15.12	0.12	0.8
IVV S&P 500	73.11	0.15	0.21
NDQ Nasdaq	61.31	0.46	0.76
F100 FTSE 100	15.46	-0.02	-0.13
ASIA Asia Tech	19.70	0.13	0.66
IEU Europe	100.27	-0.02	-0.02
IEM Emerging Markets	93.45	0.55	0.59
Gold Gold	56.27	0.59	1.06
ACDC Battery Tech	130.45	2.65	2.07

COMMODITIES	Close($)	-/+	%
Gold	4,347.66	5.9486	0.14
Silver	64.23	0.678	1.07
Platinum	1,742.03	-2.9573	-0.17
Palladium	1,363.15	-14.7425	-1.07
Ice Brent Crude	82.38	-0.11	-0.13
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7067	0	0
Euro	1.1561	0.0003	0.03
British Pound	1.3504	0.0016	0.12
Canadian Dollar	1.3939	0.0001	0.01
New Zealand Dollar	0.5895	0.0002	0.03
Chinese Yuan	6.7447	-0.0025	-0.04
Japanese Yen	158.6700	0.91	0.58

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	0%	150.79%	0.30 0.85
BGL	Bellevue Gold Limited	1.55	1.98%	70.22%	0.84 2.00
BHP	Bhp Group Ltd	63.52	0.87%	57.94%	39.30 65.98
FMG	Fortescue Ltd	17.99	-0.17%	-2.65%	17.65 23.38
NHC	New Hope Corporation Ltd	5.30	1.73%	18.14%	3.77 6.17
WHC	Whitehaven Coal Limited	7.49	2.32%	8.44%	5.94 9.90
NEM	Newmont Cdi	159.48	4.36%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.60	1.39%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.15	0.24%	86.07%	11.47 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LIN	Lindian Resource	0.83	18.28
SRL	Sunrise Energy	18.49	16.07
FPR	Fleetpartners Gr	3.89	12.1
CAR	Car Group	29.70	9.92
G6M	Group 6 Metals	3.38	9.74
PNV	Polynovo	0.95	8
ARU	Arafura Rare Ear	0.21	7.69
MI6	Minerals 260	0.82	7.24
CXO	Core Lithium	0.31	7.02
SX2	Southern Cro Cdi	11.98	6.96

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ARF	Arena Reit	2.56	-21.95
WBC	Westpac Banking	35.70	-5.88
CDA	Codan	39.12	-4.72
BPT	Beach Energy	0.83	-4.62
AXQ	Aura Consolidate	3.19	-4.49
TPW	Temple & Webster	5.81	-3.97
SXE	Southern Cross E	4.32	-3.79
CQE	Charter Hall Soc	2.64	-3.65
NWS	News Corporation	46.11	-3.64
WLE	Wam Leaders	1.35	-3.58

OPINION

Latest Market Matters Opinions

10/08/2026 17:01

Broker Moves

• BetMakers Technology Cut to Hold at Canaccord • Monadelphous Raised to Buy at Morgans Financial Limited • Nick Scali Cut to Accumulate at Morgans Financial Limited • Charter Hall Retail Cut to Hold at Moelis & Company; PT A$4.51 • Charter Hall Retail Cut to Underweight at Barrenjoey; PT A$4.15 • Warehouse NZ Raised to Outperform at Macquarie; PT NZ$0.84 • Charter Hall Retail Cut to Neutral at Macquarie; PT A$4.18 • Avita Medical GDRs Raised to Speculative Buy at Bell Potter • Horizon Gold Rated New Speculative Buy at Euroz; PT A$1.47 • Resolute Mining Rated New Outperform at RBC; PT A$2.10

10/08/2026 17:01

CAR Group (ASX: CAR) $29.70

CAR +9.92%: delivered a broadly in-line FY26 result, but it was the stronger-than-expected FY27 outlook that caught our attention, sending shares sharply higher. After a difficult year for the classifieds sector amid concerns around slowing growth and potential AI disruption, the guidance went a long way toward addressing both issues.

ACTION

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Market Matters Content

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX closes lower as Westpac wobbles

Afternoon report 10/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

James, I don’t usually write empty praises, just to win favours or encourage you, but reading your reply to “The psychology of investing” almost perfectly described me. After about 40 years of trading/investing on the ASX, at the age of 88, I still find it difficult to except a losing decision, and crystallize the loss, by selling it. Consequently, I hold some stock, like WTC, with large losses. I tell myself, management private behavior, should not influence the share price. The market says otherwise. I know about fighting the tape, but… When I do sell a stock, even for a very small profit, I do feel elated. My other problem area is selling high dividend paying shares. I suspect, many other subscriber feels the same. The best example is GQG. Its price is falling since 2024, but it pays nearly ~11% dividend! … and it pays it 4 times a year. I suspect, they paying it that frequently, to remind everyone “I am high yielding”. I keep asking myself “if I sell GQG, where can I invest this money, showing better than 10%?”. I do ask myself your suggested question “If I did not already own this stock, would I buy it today at the current price?”, but unfortunately, I come up with the wrong answer! Best regards, John G

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

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Latest View Points

WBC

CAR

NCK

REA

BXB

AZJ

LLC

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CCP

FSLR US

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ACDC

Chart of the week

Bitcoin ($US)

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Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Morning Report

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX closes lower as Westpac wobbles

Afternoon report 10/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Latest View Points

WBC

CAR

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Opinion + Action