scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

ASK.AX

AX1.AX

AIS.AX

A1G.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

AEL.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

AYA.AX

APZ.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AMI.AX

AZJ.AX

AUC.AX

ABB.AX

ASB.AX

AAC.AX

AEF.AX

AFI.AX

AUI.AX

ASG.AX

BOQ.AX

BMN.AX

BCI.AX

BPT.AX

BGA.AX

BGL.AX

BEN.AX

BNZ.AX

BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

CWP.AX

CNI.AX

CIP.AX

COF.AX

CHN.AX

CGF.AX

CIA.AX

CHC.AX

CLW.AX

CQR.AX

CQE.AX

CNU.AX

C79.AX

CVL.AX

CU6.AX

CWY.AX

CUV.AX

CBO.AX

COH.AX

CDA.AX

COL.AX

CKF.AX

CBA.AX

CPU.AX

CEN.AX

CXO.AX

CRN.AX

CCP.AX

CMW.AX

CSL.AX

CCL.AX

DBI.AX

DTL.AX

DTR.AX

DYL.AX

DRR.AX

DVP.AX

DXS.AX

DXI.AX

DDR.AX

DGT.AX

DUI.AX

DJW.AX

DMP.AX

DOW.AX

DPM.AX

DRO.AX

DUR.AX

DNL.AX

APE.AX

EBO.AX

ELD.AX

EOS.AX

ELV.AX

ELS.AX

EHL.AX

EMR.AX

EDV.AX

ERA.AX

EQR.AX

EQT.AX

EVN.AX

EVT.AX

FCL.AX

FFM.AX

FPH.AX

FPR.AX

FBU.AX

FLT.AX

FML.AX

FRS.AX

FMG.AX

FRW.AX

FGX.AX

FGG.AX

GLN.AX

GLF.AX

GDG.AX

GNE.AX

GMD.AX

GTK.AX

GNP.AX

GMG.AX

GPT.AX

GQG.AX

GNG.AX

GNC.AX

GGP.AX

GOZ.AX

GCI.AX

GYG.AX

GWA.AX

HSN.AX

HVN.AX

HLS.AX

HGH.AX

HM1.AX

HLI.AX

HMC.AX

HDN.AX

HUB.AX

IEL.AX

IGO.AX

ILU.AX

IMD.AX

IMM.AX

IMR.AX

IFT.AX

INA.AX

ING.AX

IFL.AX

IAG.AX

IDX.AX

IPG.AX

IPX.AX

IPH.AX

IRE.AX

JHX.AX

JBH.AX

JDO.AX

JIN.AX

JMS.AX

KAR.AX

KLS.AX

KCN.AX

KKC.AX

GLS.AX

L1G.AX

LSF.AX

LRV.AX

LFS.AX

LLC.AX

LFG.AX

360.AX

LIC.AX

LNW.AX

LIN.AX

LTR.AX

LOT.AX

LOV.AX

LYL.AX

LYC.AX

MA1.AX

MAF.AX

MGH.AX

MAH.AX

MQG.AX

MAQ.AX

MAD.AX

MFG.AX

MAU.AX

MMS.AX

MPL.AX

MEK.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MTM.AX

MLX.AX

MTS.AX

MEI.AX

MOT.AX

MXT.AX

MFF.AX

MGX.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYR.AX

MYS.AX

NAN.AX

NAB.AX

NSR.AX

NGI.AX

NWL.AX

NEU.AX

NHC.AX

NMG.AX

NEM.AX

NWS.AX

NXG.AX

NXT.AX

NHF.AX

NCK.AX

NIC.AX

NEC.AX

NST.AX

NWH.AX

NUF.AX

NXL.AX

OCL.AX

OCA.AX

OML.AX

OPH.AX

OBM.AX

ORI.AX

ORG.AX

ORA.AX

PDN.AX

PNR.AX

PPC.AX

PPM.AX

PRN.AX

PPT.AX

PCI.AX

PRU.AX

PXA.AX

PNI.AX

PL8.AX

PLS.AX

PGF.AX

PNV.AX

PDI.AX

PMV.AX

PME.AX

PFP.AX

PWH.AX

PYC.AX

QAN.AX

QBE.AX

QAL.AX

QRI.AX

QUB.AX

RMS.AX

RHC.AX

REA.AX

RDX.AX

REH.AX

RF1.AX

RPL.AX

RG1.AX

RGN.AX

REG.AX

RRL.AX

RWC.AX

RMD.AX

RSG.AX

SGLLV.AX

RIC.AX

RIO.AX

RXR.AX

RXL.AX

RFF.AX

RYM.AX

SFR.AX

SMI.AX

STO.AX

SCG.AX

SEK.AX

SHV.AX

SRV.AX

SSM.AX

SGH.AX

SHA.AX

SIG.AX

SLX.AX

SGM.AX

SDR.AX

SKS.AX

SKC.AX

SPZ.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SVM.AX

SPK.AX

SRG.AX

SBM.AX

SGQ.AX

SMR.AX

SDF.AX

SGP.AX

STK.AX

SNZ.AX

SUN.AX

SUL.AX

SLC.AX

SNL.AX

SYL.AX

TAH.AX

TEA.AX

TNE.AX

TLX.AX

TLS.AX

TPW.AX

A2M.AX

TLC.AX

SGR.AX

TVN.AX

TWR.AX

TPG.AX

TCL.AX

TWE.AX

TUA.AX

TCG.AX

USL.AX

UNI.AX

VAU.AX

VNT.AX

VCX.AX

VGN.AX

VEA.AX

VUL.AX

VSL.AX

WA1.AX

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

WPR.AX

WEB.AX

WBT.AX

WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WC8.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.44	0	0
SSO ASX Small Caps	17.03	0	0
IVV S&P 500	64.83	0	0
NDQ Nasdaq	52.21	0	0
F100 FTSE 100	15.38	0	0
ASIA Asia Tech	16.69	0	0
IEU Europe	102.80	0	0
IEM Emerging Markets	89.73	0	0
Gold Gold	66.75	0	0
ACDC Battery Tech	153.66	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,194.32	23.69	0.46
Silver	88.75	-0.6702	-0.75
Platinum	2,272.47	-14.13	-0.62
Palladium	1,775.00	-20	-1.11
Ice Brent Crude	70.97	0.2	0.28
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7107	-0.0016	-0.22
Euro	1.1796	-0.0013	-0.11
British Pound	1.3485	-0.0071	-0.52
Canadian Dollar	1.3682	0.0008	0.06
New Zealand Dollar	0.5983	-0.0013	-0.22
Chinese Yuan	6.8409	-0.0283	-0.41
Japanese Yen	156.1100	-0.22	-0.14

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	0%	67.90%	0.28 0.70
BGL	Bellevue Gold Ltd	1.80	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.75	0%	40.19%	33.25 58.29
FMG	Fortescue Ltd	20.85	0%	17.58%	13.18 23.38
NHC	New Hope Corporation Ltd	4.70	0%	17.85%	3.33 4.93
WHC	Whitehaven Coal Ltd	7.75	0%	35.16%	4.26 9.59
NEM	Newmont Cdi	175.60	0%	0.00%	66.39 190.54
NXG	Nexgen Ene Cdi	17.61	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	20.45	0%	94.68%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.42
4DX	4dmedical	3.72
ABG	Abacus Group Unt	1.07
ASK	Abacus Storage K	1.49
AX1	Accent Group	1.17
AIS	Aeris Resources	0.53
A1G	African Gold Ltd	0.98
AGL	Agl Energy	9.81
A1M	Aic Mines	0.68
AIZ	Air New Zealand	0.48

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.85
ZIM	Zimplats Holding	20.25
YAL	Yancoal Australi	5.64
XRO	Xero	82.30
WOR	Worley	11.71
WOW	Woolworths Group	36.35
WDS	Woodside Energy	27.94
WTC	Wisetech Global	49.00
WC8	Wildcat Resource	0.48
WIA	Wia Gold	0.53

OPINION

Latest Market Matters Opinions

26/02/2026 17:15

First Up

The ASX pushed to another record close, extending its February rally with a strong bounce back in tech on a positive read through from Nvidia’s result, and the vast majority of companies reporting better than hoped earnings.

26/02/2026 17:11

ReadyTech (RDY) $1.21

RDY -29.77%: hit hard today after a 1H FY26 result that came in below expectations, with investors losing patience as strategy execution continues to lag near-term earnings delivery.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: Is it time to tweak holdings in the beaten-up Software Sector?

Morning report 26/02/2026

Afternoon Report

The Match Out: Earnings & BHP propels ASX towards 9200

Afternoon report 26/02/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/02/2026

Global X FANG+ ETF (FANG)

To the MM Team, My questions relates to the US Tech market. We all know how uncertain AI has made what was already an uncertain future. However, with FANG being down 20% over three months and 10% over one month (as at 24 Feb), could now be a good time to start dipping ones toes back into the shark infested tech stock pond? If so is the FANG ETF a good way to get broad exposure to this thematic. I note that after being under invested in tech for the last year, Rajiv Jain of GQG has now started buying back in. In closing I want to say a huge thank you to MM for the levelheaded commentary you provide. Keep up the great work. Charles

Ask James

Question asked 27/02/2026

Data#3 Ltd (DTL)

Hi, May I have your thoughts on DTL please

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Quality Growth After the Sell-Off - Buy Hold or Avoid 18/02/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.67% Active Growth Portfolio

10.95% Shawn’s Trade Ideas

14.75% Active Income Portfolio

23% International Equities Portfolio

16.94% Emerging Companies Portfolio

12.68% Core ETF Portfolio

13.67% Active Growth Portfolio 10.95% Shawn’s Trade Ideas 14.75% Active Income Portfolio 23% International Equities Portfolio 16.94% Emerging Companies Portfolio 12.68% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 31 Dec 2025

Latest View Points

REA

CAR

TNE

WTC

BHP

SFR

FCX US

NVDA US

RDY

RHC