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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.7%

4DX.AX

3.28%

ABG.AX

-2.38%

AIS.AX

1.94%

AGL.AX

0.69%

A1M.AX

-0.6%

AIZ.AX

AAI.AX

2.41%

ALK.AX

-1.56%

A4N.AX

-1.63%

ALQ.AX

1.58%

AMC.AX

-1.55%

AOV.AX

-0.16%

AMP.AX

1.23%

AEL.AX

-3.74%

ALD.AX

1.37%

ASL.AX

ANN.AX

-0.54%

ANZ.AX

-0.41%

APA.AX

0.46%

ARU.AX

-7.14%

ARB.AX

-1.33%

ARF.AX

-2.18%

ARG.AX

0.21%

ALL.AX

-0.13%

AYA.AX

2.81%

APZ.AX

-2.51%

ASX.AX

0.8%

ALX.AX

1.77%

AUB.AX

-0.92%

AIA.AX

-0.14%

AXQ.AX

-3.47%

AMI.AX

-2.2%

AZJ.AX

0.54%

AUC.AX

-0.71%

ABB.AX

0.24%

ASB.AX

7.13%

AAC.AX

-0.75%

ACL.AX

1.08%

AFI.AX

0.59%

AUI.AX

-0.25%

BOQ.AX

-0.61%

BMN.AX

BAP.AX

-3.16%

BCI.AX

BPT.AX

BGA.AX

-1.5%

BGL.AX

-0.91%

BEN.AX

-1.26%

BNZ.AX

2.98%

BHP.AX

3.25%

BKI.AX

-1.07%

BC8.AX

XYZ.AX

-2.88%

BSL.AX

1.5%

BMC.AX

5.78%

BOE.AX

5.56%

BXB.AX

-2.3%

BVS.AX

1.99%

BRE.AX

-1.32%

BRG.AX

-0.06%

BTR.AX

BGP.AX

BFL.AX

0.25%

BWP.AX

-0.28%

CMM.AX

-0.88%

CSC.AX

5.47%

CAR.AX

-2.06%

CIN.AX

CYL.AX

-0.45%

CAT.AX

-2.55%

CWP.AX

-1.04%

CNI.AX

-3.07%

CIP.AX

-0.68%

COF.AX

-1.14%

CHN.AX

-1.86%

CGF.AX

0.41%

CIA.AX

-1.44%

CHC.AX

-1.5%

CLW.AX

-0.87%

CQR.AX

-2.06%

CQE.AX

1.27%

CNU.AX

-0.97%

C79.AX

3.31%

CVL.AX

-0.28%

CU6.AX

-0.42%

CWY.AX

-0.39%

CBO.AX

-2.73%

COH.AX

-3.11%

CDA.AX

0.75%

CGS.AX

1.64%

COL.AX

-0.81%

CKF.AX

-2.4%

CBA.AX

-2.17%

CPU.AX

1.34%

CEN.AX

CXO.AX

7.14%

CCP.AX

-1.41%

CMW.AX

-1.35%

CSL.AX

-2.05%

CCL.AX

-0.36%

DBI.AX

-1.11%

DTL.AX

-0.48%

DYL.AX

-0.92%

DRR.AX

0.95%

DVP.AX

2.65%

DXS.AX

-2.24%

DXI.AX

-0.84%

DDR.AX

0.35%

DGT.AX

0.37%

DJW.AX

-0.66%

DMP.AX

-0.46%

DOW.AX

-0.9%

DPM.AX

0.02%

DRO.AX

-0.86%

DUR.AX

1.35%

DNL.AX

3.08%

APE.AX

-5.01%

EBO.AX

-1.86%

ELD.AX

-2.68%

EOS.AX

0.63%

ELV.AX

3.23%

ELS.AX

4.74%

EHL.AX

-1.71%

EMR.AX

0.28%

EDV.AX

-0.31%

EQR.AX

2.6%

EQT.AX

0.66%

EUR.AX

2.82%

EVN.AX

-1.57%

EVT.AX

-3.98%

FDC.AX

-1.52%

FCL.AX

0.45%

FFM.AX

4.12%

FPH.AX

-0.53%

FPR.AX

-0.96%

FBU.AX

-1.27%

FLT.AX

-2.1%

FML.AX

0.93%

FRS.AX

-4.94%

FMG.AX

0.46%

FRW.AX

FGX.AX

-1.12%

FGG.AX

-0.31%

GLF.AX

-4.35%

GDG.AX

-5.04%

GNE.AX

-2.61%

GMD.AX

-1.36%

GNP.AX

1.66%

GMG.AX

0.26%

GPT.AX

-0.66%

GQG.AX

1.66%

GNG.AX

0.3%

GNC.AX

0.43%

GGP.AX

0.17%

G6M.AX

2.99%

GOZ.AX

-1.93%

GCI.AX

GYG.AX

-0.95%

GWA.AX

-1.24%

HSN.AX

-0.6%

HVN.AX

-2.55%

HGH.AX

0.98%

HM1.AX

-4.89%

HLI.AX

-1.54%

HMC.AX

4.22%

HDN.AX

0.45%

HUB.AX

1.61%

IGO.AX

-0.73%

ILU.AX

-1.17%

IMD.AX

0.57%

IMR.AX

-0.53%

IFT.AX

1.1%

INA.AX

-4.76%

ING.AX

IAG.AX

-2.16%

IDX.AX

-1.7%

IPG.AX

-0.92%

IPX.AX

2.64%

IPH.AX

-1.81%

IRE.AX

-1.05%

JHX.AX

-2.52%

JBH.AX

-0.18%

JDO.AX

-2.45%

KAR.AX

-0.83%

KLS.AX

-0.25%

KCN.AX

-1.1%

KKC.AX

GLS.AX

-2.35%

L1G.AX

1.71%

LSF.AX

-3.2%

LGF.AX

LRV.AX

-0.9%

LFS.AX

0.54%

LLC.AX

2.46%

LFG.AX

-1.75%

360.AX

-1.95%

LIC.AX

-1.21%

LNW.AX

-0.82%

LIN.AX

2.16%

LTR.AX

1.26%

LOV.AX

-1.58%

LYL.AX

1.83%

LYC.AX

-0.19%

MA1.AX

1.55%

MAF.AX

-2.8%

MGH.AX

1.51%

MAH.AX

3.66%

MQG.AX

0.85%

MAQ.AX

0.56%

MAD.AX

-0.8%

MFG.AX

2.02%

MMS.AX

-0.86%

MM8.AX

0.91%

MPL.AX

-0.66%

MP1.AX

2.97%

MCY.AX

-1.3%

MEZ.AX

-1.15%

MSB.AX

-3.06%

MLX.AX

3.29%

MTS.AX

-2.71%

MEI.AX

2.56%

MOT.AX

0.64%

MXT.AX

2.83%

MFF.AX

-0.74%

MIN.AX

0.43%

MI6.AX

10.37%

MIR.AX

-1.61%

MGR.AX

-1.1%

MND.AX

1.07%

MYS.AX

-1.04%

NAN.AX

0.71%

NAB.AX

-1.54%

NGI.AX

-0.42%

NWL.AX

-0.2%

NEU.AX

-0.63%

NHC.AX

0.62%

NMG.AX

2.38%

NEM.AX

0.64%

NWS.AX

-1.67%

NXG.AX

0.81%

NXT.AX

2.16%

NHF.AX

-1.07%

NCK.AX

-2.53%

NIC.AX

0.61%

NEC.AX

-2.91%

NST.AX

-1.97%

NWH.AX

0.13%

NUF.AX

0.31%

NXL.AX

-1.08%

OCL.AX

-3.1%

OML.AX

-0.3%

OPH.AX

-1.26%

OBM.AX

-1.62%

ORI.AX

1.15%

ORG.AX

1.5%

ORA.AX

-3.63%

PDN.AX

0.51%

PNR.AX

-0.37%

PDI.AX

4.05%

PPC.AX

2.75%

PPM.AX

-3.21%

PRN.AX

0.89%

PPT.AX

-1.24%

PCI.AX

0.45%

PRU.AX

-1.21%

PXA.AX

-5.5%

PNI.AX

-1.2%

PL8.AX

-0.35%

PLS.AX

1.62%

PGF.AX

0.61%

PNV.AX

-0.47%

PMV.AX

-2.77%

PME.AX

-1.82%

PWH.AX

-0.46%

PYC.AX

-3.2%

QAN.AX

-1.62%

QBE.AX

-0.95%

QAL.AX

-2.26%

QRI.AX

RMS.AX

-1.78%

RHC.AX

-0.11%

REA.AX

-2.23%

RDX.AX

-1.74%

REH.AX

-0.36%

RF1.AX

-2.27%

RPL.AX

2.51%

RG1.AX

0.38%

RGN.AX

-0.44%

REG.AX

-0.22%

RRL.AX

-0.85%

RWC.AX

0.47%

RMD.AX

-2.13%

RSG.AX

-2.78%

SGLLV.AX

-0.43%

RIC.AX

-2.63%

RIO.AX

1.89%

RXL.AX

-3.97%

RFF.AX

-2%

RYM.AX

-1.48%

SFR.AX

SMI.AX

STO.AX

1.31%

SCG.AX

-0.85%

SEK.AX

-5.6%

SHV.AX

-7.34%

SRV.AX

0.99%

SSM.AX

-1.63%

SGH.AX

-0.1%

SHA.AX

0.8%

SIG.AX

-0.37%

SLX.AX

0.2%

SGM.AX

0.9%

SDR.AX

-1.73%

SKS.AX

2.29%

SKC.AX

-2.68%

SIQ.AX

-2.23%

SHL.AX

-0.26%

S32.AX

1.53%

SX2.AX

0.66%

SXE.AX

4.37%

SPK.AX

-0.28%

SRG.AX

3.4%

SBM.AX

SMR.AX

-0.96%

SDF.AX

0.18%

SGP.AX

-0.47%

SKG.AX

-1.78%

SNZ.AX

0.15%

SUN.AX

-0.69%

SRL.AX

5.47%

SUL.AX

-1.88%

SLC.AX

0.37%

SNL.AX

0.03%

SYL.AX

1.87%

TAH.AX

1.1%

TEA.AX

6.34%

TNE.AX

-0.75%

TLX.AX

1.15%

TLS.AX

-0.21%

TPW.AX

-1.26%

A2M.AX

-1.19%

TLC.AX

-1.62%

SGR.AX

TWR.AX

1.27%

TPG.AX

-1.3%

TCL.AX

0.51%

TWE.AX

-0.93%

TUA.AX

-0.48%

TGN.AX

10.14%

TCG.AX

1.12%

TRA.AX

USL.AX

1.22%

UNI.AX

-1.32%

VAU.AX

-1.05%

VNT.AX

VCX.AX

-1.23%

VGN.AX

1.75%

VMM.AX

3.56%

VGL.AX

-1.36%

VEA.AX

0.67%

VUL.AX

1.56%

VSL.AX

0.19%

VYS.AX

1.99%

WA1.AX

1.09%

WGN.AX

0.71%

WAM.AX

WGB.AX

-0.5%

WLE.AX

SOL.AX

0.45%

WPR.AX

-0.87%

WQG.AX

WEB.AX

-3.25%

WBT.AX

-2.28%

WES.AX

-1.41%

WAF.AX

-0.53%

WGX.AX

-4.33%

WBC.AX

-0.55%

WHF.AX

-0.41%

WHC.AX

0.11%

WIA.AX

-1.05%

WC8.AX

WTC.AX

-2.04%

WDS.AX

2.6%

WOW.AX

-0.84%

WOR.AX

2.01%

XRO.AX

-3.53%

YAL.AX

1.09%

ZIM.AX

ZIP.AX

-1.3%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.28	0.14	0.09
SSO ASX Small Caps	14.79	-0.05	-0.34
IVV S&P 500	70.73	-0.27	-0.38
NDQ Nasdaq	59.44	-0.11	-0.18
F100 FTSE 100	15.10	-0.11	-0.72
ASIA Asia Tech	20.63	0.02	0.1
IEU Europe	96.98	-0.43	-0.44
IEM Emerging Markets	95.81	-0.16	-0.17
Gold Gold	55.58	-0.31	-0.55
ACDC Battery Tech	126.71	2.83	2.28

COMMODITIES	Close($)	-/+	%
Gold	4,399.69	45.5	1.04
Silver	66.58	0.8321	1.27
Platinum	1,851.55	37.9801	2.09
Palladium	1,353.39	4.3168	0.32
Ice Brent Crude	99.39	2.39	2.46
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7221	0.0008	0.11
Euro	1.1633	0.001	0.09
British Pound	1.3544	0.0007	0.05
Canadian Dollar	1.3778	-0.0002	-0.01
New Zealand Dollar	0.5844	-0.0008	-0.14
Chinese Yuan	6.7077	-0.0028	-0.04
Japanese Yen	153.5800	-0.33	-0.21

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.83	-0.6%	155.38%	0.32 0.89
BGL	Bellevue Gold Limited	1.63	-0.91%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	64.58	3.25%	51.20%	39.30 68.77
FMG	Fortescue Ltd	17.61	0.46%	-6.80%	16.57 23.38
NHC	New Hope Corporation Ltd	6.45	0.62%	43.72%	3.77 6.45
WHC	Whitehaven Coal Limited	8.96	0.11%	41.39%	5.94 9.90
NEM	Newmont Cdi	176.99	0.64%	0.00%	114.65 190.91
NXG	Nexgen Ene Cdi	14.90	0.81%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.95	2%	82.93%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MI6	Minerals 260	0.91	10.37
TGN	Tungsten Mining	0.38	10.14
CXO	Core Lithium	0.38	7.14
ASB	Austal	4.66	7.13
TEA	Tasmea	9.89	6.34
BMC	Bmc Minerals Cdi	2.93	5.78
BOE	Boss Energy	1.62	5.56
CSC	Capstone Cdi	16.00	5.47
SRL	Sunrise Energy	20.45	5.47
ELS	Elsight	5.08	4.74

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SHV	Select Harvests	4.67	-7.34
ARU	Arafura Rare Ear	0.20	-7.14
SEK	Seek	12.80	-5.6
PXA	Pexa Group	7.04	-5.5
GDG	Generation Devel	3.20	-5.04
APE	Eagers Automotiv	19.71	-5.01
FRS	Forrestania Res	0.39	-4.94
HM1	Hearts And Minds	2.92	-4.89
INA	Ingenia Communit	4.00	-4.76
GLF	Gemlife Communit	4.40	-4.35

OPINION

Latest Market Matters Opinions

09/09/2026 17:00

Broker Moves

• Charter Hall Retail Cut to Neutral at UBS; PT A$4.20 • HomeCo Daily Raised to Buy at UBS; PT A$1.30 • Amplitude Energy Raised to Overweight at Barrenjoey; PT A$2.41 • Arafura Rare Earths Cut to Underweight at JPMorgan

09/09/2026 17:00

What Mattered Today

The ASX went on a round trip today, rising early, giving it all back and trading lower through to midday before popping in the afternoon, closing almost flat for the session. The headline index masked another fairly weak session underneath, with the banks and Healthcare under pressure while Energy and Materials did most of the heavy lifting with the Big Australian and Rio keeping the index afloat accounting for +30pts of gain between the two heavyweights.

ACTION

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Market Matters Content

Portfolio Positioning: The “reverse wealth effect” is weighing on the ASX

Morning report 09/09/2026

Afternoon Report

The Match Out: ASX flat as BHP and energy offset bank and tech weakness; Austal jumps on Wildcat counterbid

Afternoon report 09/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

I note in an earlier article (29/22/2024) that there was some interest in pursuing a class action against AAIG with regards to their advertised IPO. It seems that I too was also stooged and am now seeking options to recover my investment. Is there a mailing list or forum through which I can make contact with investors in the same position as myself to ascertain where I stand and what options are available to me.

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Is MM planning on holding the Bank Hybrids you have in the Income Portfolio to the redemption date? I have several Bank Hybrids in my super and my stockbroker is suggesting I should consider selling them while they are above par and put the money into other fixed interest assets like corporate bonds. When and where will you move your Bank Hybrid money to?

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Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

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Latest View Points

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

WBC

IGL

BVS

CRM US

TLS

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 08/09/2026

Gold miner Newmont (ASX: NEM) rallies towards a new all-time high

The world's largest gold miner Newmont (NEM) is trading up +1.5% as the precious metal advance, taking it within striking distance of a new high.

ASX:NEM 08/09/2026

Morning Report

Portfolio Positioning: The “reverse wealth effect” is weighing on the ASX

Morning report 09/09/2026

Afternoon Report

The Match Out: ASX flat as BHP and energy offset bank and tech weakness; Austal jumps on Wildcat counterbid

Afternoon report 09/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Latest View Points

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

WBC

IGL

BVS

CRM US

TLS

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 08/09/2026

Gold miner Newmont (ASX: NEM) rallies towards a new all-time high

The world's largest gold miner Newmont (NEM) is trading up +1.5% as the precious metal advance, taking it within striking distance of a new high.

ASX:NEM 08/09/2026

Opinion + Action