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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

29M.AX

5.8%

4DX.AX

7.01%

ABG.AX

-1.48%

ASK.AX

A1G.AX

5.76%

AGL.AX

0.61%

AIZ.AX

-1.37%

AAI.AX

4.21%

ALK.AX

8.45%

A4N.AX

8.33%

ALQ.AX

3.61%

AMC.AX

3.2%

AOV.AX

2.08%

AMP.AX

0.38%

AEL.AX

3.2%

ALD.AX

-0.24%

ANN.AX

1.56%

ANZ.AX

1.11%

APA.AX

-1.51%

ARU.AX

8.93%

ARB.AX

-0.43%

ARF.AX

0.92%

ARG.AX

0.7%

ALL.AX

2.98%

AYA.AX

1.22%

APZ.AX

1.75%

ASX.AX

2.01%

ALX.AX

-0.23%

AUB.AX

-0.33%

AIA.AX

0.6%

AZJ.AX

1.26%

ABB.AX

4.18%

ASB.AX

-1.47%

AAC.AX

-0.74%

AEF.AX

2.65%

AFG.AX

1.65%

AFI.AX

1.69%

AUI.AX

2.29%

BOQ.AX

1.49%

BMN.AX

7.67%

BCI.AX

5.13%

BPT.AX

-0.39%

BGA.AX

1.34%

BGL.AX

8.05%

BEN.AX

1.62%

BNZ.AX

13.64%

BHP.AX

4.31%

BKI.AX

1.48%

BC8.AX

6.53%

XYZ.AX

4.26%

BSL.AX

2.57%

BOE.AX

6.23%

BXB.AX

1.37%

BVS.AX

1.96%

BRE.AX

4.19%

BRG.AX

5.28%

BGP.AX

0.25%

BFL.AX

BWP.AX

-1.61%

CMM.AX

6.36%

CSC.AX

8.82%

CAR.AX

2.59%

CIN.AX

CYL.AX

6.67%

CAT.AX

6.83%

CWP.AX

1.56%

CNI.AX

-1.58%

CIP.AX

COF.AX

CHN.AX

11.66%

CGF.AX

0.12%

CIA.AX

3.22%

CHI.AX

1.66%

CHC.AX

-0.32%

CLW.AX

CQR.AX

-2.36%

CQE.AX

0.77%

CNU.AX

-0.13%

C79.AX

2.11%

CVL.AX

0.7%

CU6.AX

7.1%

CWY.AX

2.2%

CBO.AX

-0.29%

COH.AX

3.51%

CDA.AX

4.13%

COL.AX

0.41%

CKF.AX

-3.43%

CBA.AX

2.5%

CPU.AX

1.44%

CEN.AX

0.13%

CXO.AX

6.12%

CRN.AX

-2.78%

CCP.AX

CMW.AX

-1.27%

CSL.AX

0.99%

CCL.AX

2.26%

DBI.AX

-1.19%

DTL.AX

1.35%

DTR.AX

-5.49%

DYL.AX

9.17%

DRR.AX

2.99%

DVP.AX

10.69%

DXS.AX

-0.51%

DXI.AX

-0.43%

DDR.AX

-0.59%

DGT.AX

8.09%

DUI.AX

DJW.AX

DMP.AX

0.86%

DOW.AX

1.83%

DPM.AX

4.06%

DRO.AX

4.46%

DUR.AX

5.88%

DNL.AX

1.92%

APE.AX

9.47%

EBO.AX

0.22%

EIQ.AX

-1.65%

ELD.AX

2.78%

EOS.AX

12.73%

ELV.AX

7.3%

ELS.AX

9.38%

EHL.AX

4.13%

EMR.AX

8.38%

EDV.AX

-0.92%

ERA.AX

EQR.AX

-4.69%

EQT.AX

1.11%

EVN.AX

8.16%

EVT.AX

0.08%

FCL.AX

2.23%

FFM.AX

5.46%

FPH.AX

1.17%

FPR.AX

-0.79%

FBU.AX

-0.81%

FLT.AX

4.78%

FML.AX

9.91%

FRS.AX

-0.99%

FMG.AX

3.84%

FRW.AX

FGX.AX

1.92%

FGG.AX

1.66%

GLN.AX

10.96%

GLF.AX

GDG.AX

4.52%

GNE.AX

GMD.AX

6.11%

GTK.AX

0.88%

GNP.AX

6.42%

GMG.AX

2.31%

GPT.AX

-1.1%

GQG.AX

3.15%

GNG.AX

8.76%

GNC.AX

-0.9%

GGP.AX

14.9%

GOZ.AX

0.48%

GCI.AX

0.5%

GYG.AX

-1.88%

GWA.AX

1.44%

HSN.AX

1.02%

HVN.AX

-1.22%

HGH.AX

-1.02%

HM1.AX

1.43%

HLI.AX

1.9%

HMC.AX

16.24%

HDN.AX

0.42%

HUB.AX

4.05%

IEL.AX

5.67%

IGO.AX

3.95%

ILU.AX

2.73%

IMD.AX

1.82%

IMR.AX

2.11%

IFT.AX

-1.46%

INA.AX

0.75%

ING.AX

1.52%

IFL.AX

IAG.AX

-0.54%

IDX.AX

-1.69%

IPX.AX

9.4%

IPH.AX

3.68%

IRE.AX

JHX.AX

7.82%

JBH.AX

1.35%

JDO.AX

2.23%

JIN.AX

3.11%

JMS.AX

3.85%

KAR.AX

-3.4%

KLS.AX

-1.03%

KCN.AX

4.09%

KKC.AX

GLS.AX

8.95%

L1G.AX

8.12%

LSF.AX

3.04%

LRV.AX

6.8%

LFS.AX

2.2%

LLC.AX

-0.3%

LFG.AX

360.AX

5.86%

LIC.AX

-0.64%

LNW.AX

5.56%

LIN.AX

-13.56%

LTR.AX

6.18%

LOV.AX

2.84%

LYL.AX

2.76%

LYC.AX

3.64%

MA1.AX

-1.52%

MAF.AX

6.83%

MGH.AX

0.46%

MAH.AX

4.9%

MQG.AX

3.27%

MAQ.AX

1.91%

MAD.AX

3.68%

MFG.AX

2.14%

MAU.AX

1.33%

MMS.AX

2.05%

MPL.AX

1.15%

MEK.AX

2.86%

MP1.AX

2.21%

MCY.AX

MEZ.AX

-0.43%

MSB.AX

5.09%

MLX.AX

5.12%

MTS.AX

0.68%

MOT.AX

-0.88%

MXT.AX

1.06%

MFF.AX

1.75%

MIN.AX

5.19%

MI6.AX

0.73%

MIR.AX

MGR.AX

-2.26%

MND.AX

5.43%

MYR.AX

3.45%

MYS.AX

0.91%

NAN.AX

2.93%

NAB.AX

1.16%

NSR.AX

NGI.AX

2.36%

NWL.AX

NEU.AX

4.49%

NHC.AX

0.17%

NMG.AX

2.17%

NEM.AX

4.53%

NWS.AX

1.37%

NXG.AX

6.7%

NXT.AX

3.45%

NHF.AX

0.47%

NCK.AX

3.57%

NIC.AX

4.52%

NEC.AX

2.11%

NST.AX

8.55%

NWH.AX

3.42%

NUF.AX

1.96%

OCL.AX

0.77%

OML.AX

0.53%

OPH.AX

OBM.AX

6.87%

ORI.AX

3.44%

ORG.AX

0.32%

ORA.AX

-0.27%

PDN.AX

6.88%

PNR.AX

10.24%

PPC.AX

0.81%

PPM.AX

3.43%

PRN.AX

4.1%

PPT.AX

1.13%

PCI.AX

2.86%

PRU.AX

5.44%

PXA.AX

-14.73%

PNI.AX

4.53%

PL8.AX

5.49%

PLS.AX

3.52%

PGF.AX

5.88%

PNV.AX

6.95%

PDI.AX

10.07%

PMV.AX

1.36%

PME.AX

6.05%

PFP.AX

1.48%

PWH.AX

1.51%

PYC.AX

5.91%

QAN.AX

3.58%

QBE.AX

0.75%

QAL.AX

5.88%

QRI.AX

0.65%

QUB.AX

0.82%

RMS.AX

5.72%

RHC.AX

0.15%

REA.AX

2.46%

RDX.AX

REH.AX

1.43%

RF1.AX

1.5%

RPL.AX

5.41%

RG1.AX

3.3%

RGN.AX

-0.88%

REG.AX

1.14%

RRL.AX

7.22%

RWC.AX

-0.66%

RMD.AX

1.77%

RSG.AX

6.81%

SGLLV.AX

-1.93%

RIC.AX

-1.47%

RIO.AX

3.51%

RXR.AX

8.11%

RXL.AX

4.44%

RFF.AX

-1.49%

RYM.AX

4.71%

SFR.AX

5.61%

SMI.AX

6.72%

STO.AX

0.13%

SCG.AX

1.81%

SEK.AX

3.51%

SHV.AX

2.33%

SRV.AX

0.88%

SSM.AX

3.63%

SGH.AX

1.61%

SHA.AX

5.66%

SIG.AX

3.02%

SLX.AX

4.91%

SGM.AX

5.81%

SDR.AX

6.29%

SKC.AX

SIQ.AX

1.34%

SHL.AX

-0.39%

S32.AX

4.92%

SX2.AX

4.64%

SXE.AX

6.81%

SPK.AX

-0.58%

SRG.AX

3.66%

SBM.AX

6.5%

SGQ.AX

13.04%

SMR.AX

2.19%

SDF.AX

SGP.AX

-1.62%

STK.AX

2.5%

SNZ.AX

0.4%

SUN.AX

-0.87%

SRL.AX

2.84%

SUL.AX

0.31%

SLC.AX

-0.92%

SNL.AX

2.71%

SYL.AX

6.22%

TAH.AX

1.06%

TBN.AX

8.06%

TEA.AX

3.76%

TNE.AX

3.95%

TLX.AX

-3.37%

TLS.AX

0.19%

TPW.AX

4.51%

A2M.AX

-2.4%

TLC.AX

-0.37%

SGR.AX

8.7%

TVN.AX

8.2%

TWR.AX

0.32%

TPG.AX

0.25%

TCL.AX

-1.21%

TWE.AX

1.35%

TUA.AX

1.97%

TCG.AX

9.02%

UNI.AX

-0.26%

VAU.AX

5.04%

VNT.AX

0.96%

VCX.AX

1.28%

VGN.AX

0.83%

VEA.AX

0.39%

VUL.AX

6.27%

VSL.AX

WA1.AX

10.1%

WGN.AX

1.44%

WAM.AX

0.9%

WGB.AX

4.23%

WLE.AX

0.74%

SOL.AX

1.24%

WPR.AX

WEB.AX

6.51%

WBT.AX

1.92%

WES.AX

0.71%

WAF.AX

6.25%

WGX.AX

6.79%

WBC.AX

1.49%

WHF.AX

0.2%

WHC.AX

-0.11%

WIA.AX

10.98%

WC8.AX

6.67%

WTC.AX

4.1%

WDS.AX

0.11%

WOW.AX

0.38%

WOR.AX

1.52%

XRO.AX

2.49%

YAL.AX

-1.09%

ZIM.AX

4.43%

ZIP.AX

10.65%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.71	1.87	1.31
SSO ASX Small Caps	15.66	0.39	2.55
IVV S&P 500	63.05	0.97	1.56
NDQ Nasdaq	50.89	1.17	2.35
F100 FTSE 100	14.90	0.25	1.71
ASIA Asia Tech	14.86	0.86	6.14
IEU Europe	97.41	1.65	1.72
IEM Emerging Markets	83.18	2.88	3.59
Gold Gold	62.05	1.05	1.72
ACDC Battery Tech	147.74	4.24	2.95

COMMODITIES	Close($)	-/+	%
Gold	4,779.83	110.2734	2.36
Silver	76.06	0.9573	1.27
Platinum	1,976.56	27.7763	1.43
Palladium	1,494.50	17.7477	1.2
Ice Brent Crude	118.31	5.53	4.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6934	0.0034	0.49
Euro	1.1602	0.005	0.43
British Pound	1.3321	0.0099	0.75
Canadian Dollar	1.3884	-0.003	-0.22
New Zealand Dollar	0.5761	0.0016	0.28
Chinese Yuan	6.8720	-0.026	-0.38
Japanese Yen	158.6200	-0.09	-0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.55	7.84%	39.73%	0.28 0.75
BGL	Bellevue Gold Ltd	1.61	8.05%	30.13%	0.78 2.00
BHP	Bhp Group Ltd	52.56	4.31%	31.91%	33.25 59.39
FMG	Fortescue Ltd	21.09	3.84%	32.14%	13.18 23.38
NHC	New Hope Corporation Ltd	5.88	0.17%	58.22%	3.33 6.14
WHC	Whitehaven Coal Ltd	9.24	-0.11%	69.10%	4.26 9.90
NEM	Newmont Cdi	158.42	4.53%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	17.19	6.7%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.93	5.61%	54.73%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
HMC	Hmc Capital	2.72	16.24
GGP	Greatland Resour	13.03	14.9
BNZ	Benz Mining-cdi	2.50	13.64
SGQ	St George Mining	0.13	13.04
EOS	Electro Optic Sy	9.03	12.73
CHN	Chalice Mining	1.58	11.66
WIA	Wia Gold	0.46	10.98
GLN	Galan Lithium	0.41	10.96
DVP	Develop Global	4.66	10.69
ZIP	Zip Co	1.72	10.65

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PXA	Pexa Group	12.97	-14.73
LIN	Lindian Resource	0.77	-13.56
DTR	Dateline Resourc	0.43	-5.49
EQR	Eq Resources	0.31	-4.69
CKF	Collins Foods	8.45	-3.43
KAR	Karoon Energy Lt	1.99	-3.4
TLX	Telix Pharmaceut	13.20	-3.37
CRN	Coronado Global	0.35	-2.78
A2M	The A2 Milk Comp	9.34	-2.4
CQR	Charter Hall Ret	3.72	-2.36

OPINION

Latest Market Matters Opinions

01/04/2026 16:59

Broker Moves

• Greatland Resources Raised to Buy at Citi; PT A$16 • Deep Yellow Raised to Hold at Jefferies; PT A$1.90 • KMD Brands Cut to Neutral at Jarden Securities; PT NZ$0.14 • Nine Entertainment Raised to Outperform at Macquarie; PT A$1.15 • PEXA Group Cut to Neutral at UBS; PT A$15.70

01/04/2026 16:57

What Mattered Today

The ASX surged today, recovering from the worst monthly performance in four years as markets latched onto signs the Iran conflict could begin to wind down. The morning open was reason enough to call it a strong session, though a late 30pt rally in the final 20 minutes of trade was the cherry on top as the index closed on its highs. It was a broad rally as ten of eleven sectors finished higher with materials leading the charge, while the defensive utilities dragged as risk on sentiment returned to the bourse.

ACTION

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Market Matters Content

Portfolio Positioning: Should investors be worried by March’s decline?

Morning report 01/04/2026

Afternoon Report

The Match Out: ASX kicks off April with a bang as Materials and Tech lead broad rally

Afternoon report 01/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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13.09% Active Growth Portfolio 10.95% Shawn’s Trade Ideas 17.37% Active Income Portfolio 27.96% International Equities Portfolio 13.14% Emerging Companies Portfolio 9.07% Core ETF Portfolio

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Latest View Points

MAF

BTU US

IREN US

PLS

PDN

NHC

WHC

STO

WDS

IEM

A200

Chart of the week

McCellan’s Advance-Decline Index v S&P 500 Index

Aus. Investment blog Subscribe to blog

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 25/03/2026

Why is Sandfire up +7% today?

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

ASX: SFR 25/03/2026

Morning Report

Portfolio Positioning: Should investors be worried by March’s decline?

Morning report 01/04/2026

Afternoon Report

The Match Out: ASX kicks off April with a bang as Materials and Tech lead broad rally

Afternoon report 01/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

MAF

BTU US

IREN US

PLS

PDN

NHC

WHC

STO

WDS

IEM

A200