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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4.41%

4DX.AX

ABG.AX

-0.56%

AIS.AX

-1.89%

AGL.AX

-0.7%

A1M.AX

0.59%

AIZ.AX

-1.54%

AAI.AX

3.06%

ALK.AX

-1.28%

A4N.AX

0.93%

ALQ.AX

-0.76%

AMC.AX

-0.57%

AOV.AX

0.16%

AMP.AX

0.43%

ALD.AX

-0.43%

ASL.AX

0.71%

ANN.AX

1.74%

ANZ.AX

0.74%

APA.AX

ARU.AX

ARB.AX

0.87%

ARF.AX

-1.28%

ARG.AX

0.87%

ALL.AX

0.72%

AYA.AX

-4.81%

APZ.AX

-0.77%

ASX.AX

0.36%

ALX.AX

-1.49%

AUB.AX

-0.64%

AIA.AX

AXQ.AX

0.63%

AMI.AX

6.9%

AZJ.AX

0.53%

AUC.AX

3.52%

ABB.AX

-1.58%

ASB.AX

-0.24%

AAC.AX

-1.11%

ACL.AX

-0.71%

AEF.AX

-1.68%

AFI.AX

0.58%

AUI.AX

0.52%

BOQ.AX

1.26%

BMN.AX

-1.91%

BCI.AX

1.05%

BPT.AX

-0.58%

BGA.AX

-0.33%

BGL.AX

-0.6%

BEN.AX

1.15%

BNZ.AX

1.2%

BHP.AX

1.36%

BKI.AX

0.27%

BC8.AX

0.44%

XYZ.AX

2.5%

BSL.AX

0.65%

BMC.AX

0.66%

BOE.AX

-4.62%

BXB.AX

1.02%

BVS.AX

3.31%

BRE.AX

2.91%

BRG.AX

-1.32%

BTR.AX

1.71%

BGP.AX

BFL.AX

0.13%

BWP.AX

-1.09%

CMM.AX

-0.69%

CSC.AX

0.98%

CAR.AX

-2.34%

CYL.AX

1.94%

CAT.AX

-2.38%

CWP.AX

-3.66%

CNI.AX

0.42%

CIP.AX

-1.38%

COF.AX

CHN.AX

-2.15%

CGF.AX

-2.19%

CIA.AX

1.42%

CHC.AX

-1.46%

CLW.AX

-0.57%

CQR.AX

-1.01%

CQE.AX

-2.07%

CNU.AX

0.27%

C79.AX

-1.14%

CVL.AX

-0.27%

CU6.AX

7.26%

CWY.AX

0.39%

CBO.AX

-14.85%

COH.AX

-1.2%

CDA.AX

-2.18%

CGS.AX

-2.5%

COL.AX

0.25%

CKF.AX

-0.49%

CBA.AX

1.48%

CPU.AX

0.61%

CEN.AX

-0.69%

CXO.AX

CCP.AX

0.43%

CMW.AX

-2.53%

CSL.AX

-0.9%

CCL.AX

-2.83%

DBI.AX

-3.63%

DTL.AX

1.64%

DYL.AX

-1.72%

DRR.AX

0.24%

DVP.AX

1.94%

DXS.AX

0.35%

DXI.AX

DDR.AX

20.66%

DGT.AX

1.54%

DJW.AX

DMP.AX

-1.03%

DOW.AX

-0.61%

DPM.AX

0.45%

DRO.AX

-2.51%

DUR.AX

-5.09%

DNL.AX

APE.AX

1.21%

EBO.AX

0.28%

EIQ.AX

-7.62%

ELD.AX

1.53%

EOS.AX

-8.72%

ELV.AX

-0.95%

ELS.AX

-3.53%

EHL.AX

2.65%

EMR.AX

0.85%

EDV.AX

1.63%

EOL.AX

-1.79%

EQR.AX

EQT.AX

-7.2%

EUR.AX

EVN.AX

-0.06%

EVT.AX

-1.37%

FDC.AX

2.11%

FCL.AX

-6.09%

FFM.AX

-0.26%

FPH.AX

-0.05%

FPR.AX

0.24%

FBU.AX

-0.62%

FLT.AX

-1.72%

FML.AX

1.88%

FRS.AX

-8.75%

FMG.AX

2.09%

FRW.AX

0.09%

FGX.AX

-0.37%

FGG.AX

-1.22%

GLF.AX

-2.89%

GDG.AX

-1.54%

GNE.AX

-4.02%

GMD.AX

2.63%

GNP.AX

-1.4%

GMG.AX

-0.36%

GPT.AX

0.43%

GQG.AX

-1.12%

GNG.AX

1.36%

GNC.AX

2.81%

GGP.AX

-3.06%

G6M.AX

6.32%

GOZ.AX

-0.96%

GCI.AX

-0.48%

GYG.AX

-4.21%

GWA.AX

-0.49%

HSN.AX

0.29%

HVN.AX

-1.78%

HGH.AX

1.93%

HM1.AX

2.61%

HLI.AX

-1.18%

HMC.AX

-1.18%

HDN.AX

-0.9%

HUB.AX

0.66%

IEL.AX

1.39%

IGO.AX

3.5%

ILU.AX

0.71%

IMD.AX

IMR.AX

2.07%

IFT.AX

-1.09%

INA.AX

-4.16%

ING.AX

1.95%

IAG.AX

IDX.AX

-3.43%

IPG.AX

-1.09%

IPX.AX

4.1%

IPH.AX

-2.37%

IRE.AX

-4.17%

JHX.AX

-0.77%

JBH.AX

1.61%

JDO.AX

JMS.AX

-1.89%

KAR.AX

2.95%

KLS.AX

-1.82%

KCN.AX

0.19%

KKC.AX

-0.46%

GLS.AX

1.92%

L1G.AX

-1.15%

LSF.AX

2.26%

LGF.AX

-1.24%

LRV.AX

-0.4%

LFS.AX

0.54%

LLC.AX

2.1%

LFG.AX

3.36%

360.AX

2.6%

LIC.AX

-6.39%

LNW.AX

1.98%

LIN.AX

1.97%

LTR.AX

4.37%

LOV.AX

-2.04%

LYL.AX

0.77%

LYC.AX

-0.85%

MA1.AX

1.55%

MAF.AX

MGH.AX

-1.27%

MAH.AX

-1.5%

MQG.AX

0.33%

MAQ.AX

-8.54%

MAD.AX

-3.61%

MFG.AX

-4.74%

MMS.AX

7.14%

MM8.AX

0.93%

MPL.AX

1.06%

MP1.AX

-1.17%

MCY.AX

0.35%

MEZ.AX

-0.68%

MSB.AX

2.07%

MLX.AX

-0.52%

MTS.AX

-0.34%

MEI.AX

MOT.AX

-0.31%

MXT.AX

0.79%

MFF.AX

1.12%

MIN.AX

0.14%

MI6.AX

0.56%

MIR.AX

0.78%

MGR.AX

-1.37%

MND.AX

-0.58%

MYS.AX

-4.07%

NAN.AX

2.25%

NAB.AX

0.82%

NGI.AX

-1.95%

NWL.AX

-0.23%

NEU.AX

-2.71%

NHC.AX

1.19%

NMG.AX

2.82%

NEM.AX

0.29%

NWS.AX

0.33%

NXG.AX

1.37%

NXT.AX

2.14%

NHF.AX

0.3%

NCK.AX

-0.2%

NIC.AX

1.18%

NEC.AX

-0.51%

NST.AX

1.81%

NWH.AX

-0.78%

NUF.AX

NXL.AX

2.45%

OCL.AX

6.92%

OML.AX

OPH.AX

-1.6%

OBM.AX

0.95%

ORI.AX

-0.41%

ORG.AX

ORA.AX

-1.35%

PDN.AX

-2.15%

PNR.AX

5.88%

PPC.AX

-1.79%

PPM.AX

-1.04%

PRN.AX

-0.43%

PPT.AX

-3.91%

PCI.AX

PRU.AX

PXA.AX

-17.43%

PNI.AX

-0.34%

PL8.AX

0.7%

PLS.AX

4.08%

PGF.AX

0.62%

PNV.AX

0.97%

PDIDB.AX

1.59%

PMV.AX

-0.51%

PME.AX

1.25%

PWH.AX

-0.76%

PYC.AX

-0.44%

QAN.AX

-0.83%

QBE.AX

QAL.AX

-2.4%

QRI.AX

-0.32%

RMS.AX

1.28%

RHC.AX

2.94%

REA.AX

2.33%

RDX.AX

-1.17%

REH.AX

-2.21%

RF1.AX

2.55%

RPL.AX

-8.74%

RG1.AX

RGN.AX

-0.45%

REG.AX

-0.81%

RRL.AX

1.29%

RWC.AX

-0.71%

RMD.AX

1.08%

RSG.AX

4.36%

SGLLV.AX

-1.99%

RIC.AX

0.39%

RIO.AX

-0.37%

RXL.AX

1.71%

RFF.AX

-0.26%

RYM.AX

1.72%

SFR.AX

0.3%

SMI.AX

-3.6%

STO.AX

0.74%

SCG.AX

-1.4%

SEK.AX

0.96%

SHV.AX

0.88%

SRV.AX

-0.65%

SSM.AX

-0.4%

SGH.AX

-0.1%

SHA.AX

-2.18%

SIG.AX

2.29%

SLX.AX

1.71%

SGM.AX

0.12%

SDR.AX

1.63%

SKS.AX

-1.84%

SKC.AX

-1.79%

SIQ.AX

-6.55%

SHL.AX

-0.3%

S32.AX

0.77%

SX2.AX

1.75%

SXE.AX

-4.44%

SPK.AX

0.28%

SRG.AX

-1.57%

SBM.AX

20.3%

SMR.AX

0.38%

SDF.AX

-0.17%

SGP.AX

-2.49%

SKG.AX

0.88%

SNZ.AX

-1.4%

SUN.AX

-2.18%

SRL.AX

-0.52%

SUL.AX

1.06%

SLC.AX

-2.73%

SNL.AX

-0.11%

SYL.AX

0.68%

TAH.AX

-4.17%

TEA.AX

0.82%

TNE.AX

3.48%

TLX.AX

0.45%

TLS.AX

0.66%

TPW.AX

3.9%

A2M.AX

0.15%

TLC.AX

0.2%

SGR.AX

-3.7%

TVN.AX

-6%

THL.AX

-2.98%

TWR.AX

TPG.AX

TCL.AX

0.65%

TWE.AX

-0.36%

TUA.AX

-5.5%

TCG.AX

0.64%

USL.AX

1.75%

UNI.AX

-2.52%

VAU.AX

2.21%

VNT.AX

0.74%

VCX.AX

VGN.AX

-1.42%

VMM.AX

-1.25%

VGL.AX

1.3%

VEA.AX

-0.35%

VUL.AX

5.04%

VSL.AX

5.05%

VYS.AX

1.85%

WA1.AX

-2.48%

WGN.AX

-2.05%

WAM.AX

-18.54%

WGB.AX

-2.29%

WLE.AX

-0.75%

SOL.AX

1.3%

WPR.AX

-2.88%

WQG.AX

0.71%

WEB.AX

-0.78%

WBT.AX

-3.6%

WES.AX

0.42%

WAF.AX

0.51%

WGX.AX

1.52%

WBC.AX

0.65%

WHF.AX

1.43%

WHC.AX

2.71%

WIA.AX

WC8.AX

1.28%

WTC.AX

2.68%

WDS.AX

0.84%

WOW.AX

0.25%

WOR.AX

1.19%

XRO.AX

4.78%

YAL.AX

1.67%

ZIM.AX

8.37%

ZIP.AX

-0.78%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.22	1.1	0.73
SSO ASX Small Caps	15.02	0.03	0.2
IVV S&P 500	71.42	0.03	0.04
NDQ Nasdaq	59.71	0.3	0.5
F100 FTSE 100	15.29	-0.09	-0.59
ASIA Asia Tech	20.23	0.18	0.9
IEU Europe	98.43	-0.82	-0.83
IEM Emerging Markets	94.61	0.11	0.12
Gold Gold	58.30	-0.27	-0.46
ACDC Battery Tech	128.17	1.07	0.84

COMMODITIES	Close($)	-/+	%
Gold	4,452.67	-148.3301	-3.22
Silver	66.35	-2.9055	-4.2
Platinum	1,820.15	-26.2554	-1.42
Palladium	1,421.75	71.207	5.27
Ice Brent Crude	89.37	-0.33	-0.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7158	-0.0001	-0.01
Euro	1.1584	-0.0064	-0.55
British Pound	1.3531	-0.0003	-0.02
Canadian Dollar	1.3901	0.0047	0.34
New Zealand Dollar	0.5909	-0.0001	-0.02
Chinese Yuan	6.7260	0.0062	0.09
Japanese Yen	160.0100	0.62	0.39

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.86	0.59%	167.19%	0.32 0.89
BGL	Bellevue Gold Limited	1.66	-0.6%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	67.30	1.36%	56.48%	39.30 68.77
FMG	Fortescue Ltd	18.07	2.09%	-6.57%	17.44 23.38
NHC	New Hope Corporation Ltd	5.95	1.19%	35.84%	3.77 6.17
WHC	Whitehaven Coal Limited	8.34	2.71%	24.66%	5.94 9.90
NEM	Newmont Cdi	182.80	0.29%	0.00%	113.49 190.91
NXG	Nexgen Ene Cdi	15.51	1.37%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	23.34	0.3%	86.27%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DDR	Dicker Data	15.30	20.66
SBM	St Barbara	0.80	20.3
ZIM	Zimplats Holding	16.97	8.37
CU6	Clarity Pharmace	2.51	7.26
MMS	Mcmillan Shakesp	20.87	7.14
OCL	Objective Corpor	6.80	6.92
AMI	Aurelia Metals	0.47	6.9
G6M	Group 6 Metals	3.70	6.32
PNR	Pantoro Gold	2.88	5.88
VSL	Vulcan Steel	5.62	5.05

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WAM	Wam Capital	1.23	-18.54
PXA	Pexa Group	6.68	-17.43
CBO	Cobram Estate	2.81	-14.85
FRS	Forrestania Res	0.37	-8.75
RPL	Regal Partners	2.61	-8.74
EOS	Electro Optic Sy	10.05	-8.72
MAQ	Macquarie Techno	56.20	-8.54
EIQ	Echoiq	1.40	-7.62
EQT	Eqt Holdings	19.47	-7.2
SIQ	Smartgroup Corpo	10.56	-6.55

OPINION

Latest Market Matters Opinions

29/08/2026 09:55

First Up

The ASX 200 edged +0.37% higher last week courtesy of a strong close on Friday afternoon and another strong performance from the Materials sector (+2.5%). Earnings season remained broadly constructive, with estimated profit growth running at ~11%, although the improvement remains heavily concentrated in resources and energy, stripping those sectors out reduces growth to around ~5%. Financials have now fallen for three consecutive weeks amid housing and mortgage concerns, while Consumer Discretionary also struggled as higher rates and slowing housing activity weighed on earnings & sentiment following this week’s higher than expected CPI.

28/08/2026 17:05

Broker Moves

• Centuria Capital Raised to Neutral at Macquarie; PT A$1.28 • Bapcor Raised to Neutral at Goldman; PT 60 Australian cents • Mineral Resources Cut to Accumulate at Morgans Financial Limited • Greatland Resources Cut to Sell at Moelis & Company; PT A$11.40 • Wesfarmers Raised to Overweight at Jarden Securities; PT A$83.20 • Magellan Financial Cut to Hold at CLSA; PT A$9.55 • Wesfarmers Raised to Accumulate at CLSA; PT A$85.70 • SmartGroup Cut to Neutral at Macquarie; PT A$11.31 • Greatland Resources Cut to Neutral at Macquarie; PT A$13 • Capricorn Metals Cut to Neutral at Macquarie; PT A$17.70 • Objective Corp Cut to Neutral at Barrenjoey; PT A$8.50 • Magellan Financial Raised to Neutral at JPMorgan; PT A$9.80 • Bapcor Raised to Neutral at Citi; PT 69 Australian cents • Mineral Resources Cut to Neutral at Evans & Partners Pty Ltd • Sigma Healthcare Raised to Buy at Morgans Financial Limited • Ramsay Health Raised to Buy at Goldman; PT A$54.10 • SmartGroup Cut to Hold at Canaccord; PT A$10.90 • Ramsay Health Cut to Neutral at JPMorgan; PT A$50.70 • Clinuvel Cut to Speculative Hold at Bell Potter; PT A$11.50 • Sigma Healthcare Raised to Buy at Bell Potter; PT A$3 • EQT Holdings Cut to Hold at Canaccord; PT A$22.05 • Clinuvel Cut to Hold at Canaccord; PT A$9.52 • Emerald Resources Cut to Hold at Canaccord; PT A$6.90 • SmartGroup Cut to Hold at Bell Potter; PT A$11.80 • Atlas Arteria Raised to Buy at Jefferies; PT A$5.31 • South32 Cut to Hold at Morgans Financial Limited; PT A$4.90 • Capricorn Metals Cut to Hold at Bell Potter; PT A$18.05 • Boss Energy Cut to Hold at Argonaut Securities; PT A$1.60

ACTION

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Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

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Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

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Opinion + Action