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

APZ.AX

AAR.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AMI.AX

AZJ.AX

AUC.AX

ABB.AX

ASB.AX

AAC.AX

AEF.AX

AFG.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

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

CHI.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

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

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

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

SKC.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SVM.AX

SPK.AX

SRG.AX

SBM.AX

SMR.AX

SDF.AX

SGP.AX

STK.AX

SNZ.AX

SUN.AX

SRL.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	150.20	0	0
SSO ASX Small Caps	16.65	0	0
IVV S&P 500	64.82	0	0
NDQ Nasdaq	52.39	0	0
F100 FTSE 100	15.01	0	0
ASIA Asia Tech	15.22	0	0
IEU Europe	98.83	0	0
IEM Emerging Markets	84.27	0	0
Gold Gold	67.20	0	0
ACDC Battery Tech	143.30	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,080.09	-55.23	-1.08
Silver	81.86	-1.5478	-1.86
Platinum	2,116.60	-31.9	-1.48
Palladium	1,626.25	-48.25	-2.88
Ice Brent Crude	82.58	1.18	1.45
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7003	-0.007	-0.99
Euro	1.1603	-0.0027	-0.23
British Pound	1.3354	-0.0018	-0.13
Canadian Dollar	1.3673	0.0032	0.23
New Zealand Dollar	0.5895	-0.0043	-0.72
Chinese Yuan	6.8912	-0.0057	-0.08
Japanese Yen	157.4900	0.46	0.29

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	0%	89.47%	0.28 0.75
BGL	Bellevue Gold Ltd	1.71	0%	49.36%	0.78 2.00
BHP	Bhp Group Ltd	55.15	0%	41.03%	33.25 59.39
FMG	Fortescue Ltd	19.39	0%	17.65%	13.18 23.38
NHC	New Hope Corporation Ltd	4.99	0%	26.68%	3.33 5.13
WHC	Whitehaven Coal Ltd	8.70	0%	43.05%	4.26 9.59
NEM	Newmont Cdi	169.68	0%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.86	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	18.90	0%	77.37%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.40
4DX	4dmedical	4.17
ABG	Abacus Group Unt	1.03
ASK	Abacus Storage K	1.44
AX1	Accent Group	1.03
AIS	Aeris Resources	0.50
A1G	African Gold Ltd	0.97
AGL	Agl Energy	9.82
A1M	Aic Mines	0.69
AIZ	Air New Zealand	0.46

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.78
ZIM	Zimplats Holding	21.55
YAL	Yancoal Australi	6.34
XRO	Xero	83.89
WOR	Worley	11.03
WOW	Woolworths Group	35.92
WDS	Woodside Energy	30.45
WTC	Wisetech Global	47.57
WC8	Wildcat Resource	0.41
WIA	Wia Gold	0.59

OPINION

Latest Market Matters Opinions

05/03/2026 17:25

Broker Moves

• Arafura Rare Earths Rated New Neutral at Barrenjoey • Bannerman Energy Rated New Neutral at Barrenjoey; PT A$4.70 • Qantas Raised to Outperform at RBC; PT A$11.25

05/03/2026 17:24

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: Are the “short sellers” right to focus on consumer stocks?

Morning report 05/03/2026

Afternoon Report

The Match Out: Tech feels some love as the ASX bounces back

Afternoon report 05/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/02/2026

Perenti Ltd (PRN) and Service Stream (SSM)

Hi James & Team Can I have your view on Perenti & Service Stream now they have reported. Would you continue to hold? Do you see PRN share price recovering from the hit it took? Some Brokers have Price Targets on SSM of $2.50 & $2.85. (currently $2.09) regards Debbie

Ask James

Question asked 28/02/2026

Is it time to cut Worley Ltd (WOR)

Hi MM Team, Worley's share price seems to have been gradually declining over the past 2 years and I have been patiently waiting for their strategy to turn this around. The latest results have triggered a further slump in the share price which is now down to $11.23. Do you think the market has had an over reaction to the results and the share price should bounce back or is it time to cut Worley and look else where? Thanks for the insightful commentary and advice. Peter

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

360

TTD US

GYG

DMP

TWE

SFR

BHP

WHC

HVN

PXA