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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.72%

4DX.AX

4.04%

ABG.AX

ASK.AX

-0.36%

AIS.AX

-1.16%

AGL.AX

0.12%

A1M.AX

AGI.AX

8.77%

AIZ.AX

-2.01%

AAI.AX

0.26%

ALK.AX

-2.39%

A4N.AX

ALQ.AX

-0.26%

AMC.AX

-0.87%

AOV.AX

-1.65%

AMP.AX

-1.24%

ALD.AX

-0.63%

ASL.AX

5.7%

ANN.AX

0.24%

ANZ.AX

0.26%

APA.AX

ARU.AX

-5.56%

ARB.AX

-3.32%

ARF.AX

-1.86%

ARG.AX

-0.11%

ALL.AX

-0.59%

AYA.AX

-1.07%

APZ.AX

0.39%

ASX.AX

-2.29%

ALX.AX

AUB.AX

-0.31%

AIA.AX

-0.99%

AMI.AX

-3.03%

AZJ.AX

-0.47%

ABB.AX

-1.52%

ASB.AX

-0.67%

AAC.AX

2.29%

AFI.AX

-0.31%

AUI.AX

1.19%

BOQ.AX

-1.1%

BMN.AX

-0.56%

BCI.AX

BPT.AX

BGA.AX

BGL.AX

-5.52%

BEN.AX

-1.69%

BNZ.AX

6.38%

BHP.AX

-0.84%

BKI.AX

0.56%

BC8.AX

-4.09%

XYZ.AX

-0.65%

BSL.AX

-0.91%

BMC.AX

-0.65%

BOE.AX

-4.35%

BXB.AX

0.53%

BVS.AX

1.4%

BRE.AX

-3.36%

BRG.AX

-0.22%

BGP.AX

BFL.AX

0.24%

BWP.AX

-0.51%

CMM.AX

0.37%

CSC.AX

-1.26%

CAR.AX

0.62%

CIN.AX

-0.38%

CYL.AX

CAT.AX

1.27%

CWP.AX

-0.43%

CNI.AX

-0.46%

CIP.AX

-1.97%

COF.AX

-1.61%

CHN.AX

-8.47%

CGF.AX

1.03%

CIA.AX

-1.92%

CHI.AX

CHC.AX

0.04%

CLW.AX

-1.33%

CQR.AX

-2.25%

CQE.AX

-3.33%

CNU.AX

-0.5%

C79.AX

-2.33%

CVL.AX

CU6.AX

-0.9%

CWY.AX

CUV.AX

1.53%

CBO.AX

-2.75%

COH.AX

2.67%

CDA.AX

1.16%

COL.AX

1.08%

CKF.AX

-1.72%

CBA.AX

-0.9%

CPU.AX

1.64%

CEN.AX

2.46%

CXO.AX

-1.69%

CCP.AX

0.94%

CMW.AX

1.14%

CSL.AX

1.21%

CCL.AX

0.2%

DBI.AX

0.87%

DTL.AX

-0.6%

DTR.AX

-8.11%

DYL.AX

2.99%

DRR.AX

-3.23%

DVP.AX

-6.79%

DXS.AX

-1.36%

DXI.AX

-1.22%

DDR.AX

3.43%

DGT.AX

-2.33%

DJW.AX

-0.36%

DMP.AX

-0.55%

DOW.AX

0.61%

DPM.AX

-3.81%

DRO.AX

-3.18%

DUR.AX

2.11%

DNL.AX

APE.AX

-0.97%

EBO.AX

0.36%

EIQ.AX

ELD.AX

-1.73%

EOS.AX

4.83%

ELV.AX

-1.8%

ELS.AX

-0.51%

EMR.AX

-2.82%

EDV.AX

ERA.AX

EQR.AX

1.85%

EUR.AX

4.94%

EVN.AX

-1.86%

EVT.AX

-1.01%

FCL.AX

-5.19%

FFM.AX

-4.59%

FPH.AX

-0.37%

FPR.AX

-3.68%

FBU.AX

-0.37%

FLT.AX

-2.65%

FML.AX

-5.05%

FRS.AX

-0.97%

FMG.AX

-1.72%

FRW.AX

0.18%

FGX.AX

-0.73%

FGG.AX

2.63%

GLN.AX

1.12%

GLF.AX

-1.06%

GDG.AX

-5.07%

GNE.AX

GMD.AX

0.32%

GNP.AX

-0.49%

GMG.AX

-1.19%

GPT.AX

-2.17%

GQG.AX

GNG.AX

-3.08%

GNC.AX

-2.67%

GGP.AX

-1.59%

GOZ.AX

-2.99%

GCI.AX

GYG.AX

0.89%

GWA.AX

-0.44%

HSN.AX

-1.32%

HVN.AX

-1.64%

HGH.AX

0.5%

HM1.AX

0.35%

HLI.AX

-0.97%

HMC.AX

-3.24%

HDN.AX

-1.92%

HUB.AX

-2.31%

IEL.AX

IGO.AX

-3.36%

ILU.AX

-3.92%

IMD.AX

-1.84%

IMR.AX

-1.06%

IFT.AX

0.57%

INA.AX

-1.65%

ING.AX

-1.87%

IAG.AX

0.25%

IDX.AX

-1.93%

IPG.AX

IPX.AX

-1.53%

IPH.AX

-1.19%

IRE.AX

-1.6%

JHX.AX

-2%

JBH.AX

-0.28%

JDO.AX

-2.31%

JMS.AX

-1.79%

KAR.AX

1.4%

KLS.AX

0.67%

KCN.AX

-5.73%

KKC.AX

-0.98%

GLS.AX

0.77%

LGF.AX

2.86%

L1G.AX

-0.44%

LSF.AX

0.22%

LRV.AX

-5.3%

LFS.AX

0.55%

LLC.AX

0.68%

LFG.AX

-0.96%

360.AX

-2.26%

LIC.AX

9.76%

LNW.AX

1.58%

LIN.AX

-7.51%

LTR.AX

-4.23%

LOV.AX

0.88%

LYL.AX

-0.39%

LYC.AX

-1.55%

MA1.AX

MAF.AX

3.88%

MGH.AX

-0.37%

MAH.AX

1.03%

MQG.AX

0.34%

MAQ.AX

-1.22%

MAD.AX

0.37%

MFG.AX

2.09%

MMS.AX

0.56%

MPL.AX

1.03%

MP1.AX

4.59%

MCY.AX

-2.5%

MEZ.AX

-5.65%

MSB.AX

4.3%

MLX.AX

-2.68%

MTS.AX

-1.23%

MOT.AX

-0.59%

MXT.AX

-0.26%

MFF.AX

MIN.AX

-1.67%

MI6.AX

-4.3%

MIR.AX

0.82%

MGR.AX

-1.13%

MND.AX

-3.62%

MYS.AX

-0.86%

NAN.AX

0.94%

NAB.AX

-0.88%

NGI.AX

-3.57%

NWL.AX

-3.82%

NEU.AX

NHC.AX

-1.99%

NMG.AX

NEM.AX

-0.35%

NWS.AX

1.01%

NXG.AX

-1.2%

NXT.AX

-0.33%

NHF.AX

0.58%

NCK.AX

-2.32%

NIC.AX

-3.98%

NEC.AX

-2.14%

NST.AX

-1.6%

NWH.AX

-4.9%

NUF.AX

-2.13%

OCL.AX

-2.66%

OML.AX

-0.68%

OPH.AX

-2.04%

OBM.AX

-7.53%

ORI.AX

1.42%

ORG.AX

-0.18%

ORA.AX

-0.69%

PDN.AX

-5.26%

PNR.AX

-6.56%

PPC.AX

3.3%

PPM.AX

-0.61%

PRN.AX

-1.32%

PPT.AX

-1.36%

PCI.AX

PRU.AX

-1.6%

PXA.AX

PNI.AX

-1.38%

PL8.AX

-0.72%

PLS.AX

-2.99%

PGF.AX

-1.27%

PNV.AX

PDI.AX

-0.52%

PMV.AX

0.71%

PME.AX

-0.76%

PWH.AX

-0.94%

PYC.AX

8.24%

QAN.AX

0.1%

QBE.AX

1.87%

QAL.AX

0.69%

QRI.AX

0.66%

QUB.AX

0.59%

RMS.AX

-3.01%

RHC.AX

1.73%

REA.AX

-0.6%

RDX.AX

4.55%

REH.AX

0.57%

RF1.AX

0.54%

RPL.AX

-0.69%

RG1.AX

2.13%

RGN.AX

-0.83%

REG.AX

-3.6%

RRL.AX

0.43%

RWC.AX

1.08%

RMD.AX

-3.81%

RSG.AX

-3.33%

SGLLV.AX

0.6%

RIC.AX

-1.75%

RIO.AX

-2.04%

RXL.AX

-7.07%

RFF.AX

-0.97%

RYM.AX

3.49%

SFR.AX

-1.16%

SMI.AX

-0.88%

STO.AX

-0.41%

SCG.AX

-0.78%

SEK.AX

-4.3%

SHV.AX

-3.53%

SRV.AX

-0.15%

SSM.AX

-0.39%

SGH.AX

2.73%

SHA.AX

0.76%

SIG.AX

SLX.AX

-0.69%

SGM.AX

0.1%

SDR.AX

-3.06%

SKS.AX

3.18%

SIQ.AX

-0.8%

SHL.AX

-0.2%

S32.AX

-0.93%

SX2.AX

-4.92%

SXE.AX

-0.43%

SPK.AX

-1.59%

SRG.AX

-1.5%

SBM.AX

-4.69%

SMR.AX

-2.7%

SDF.AX

-1.71%

SGP.AX

-1.63%

SNZ.AX

-3.18%

SUN.AX

0.21%

SRL.AX

0.9%

SUL.AX

-1.45%

SLC.AX

-3.65%

SNL.AX

-1.22%

SYL.AX

-0.68%

TAH.AX

-2.33%

TEA.AX

-1.69%

TNE.AX

-1.22%

TLX.AX

1.2%

TLS.AX

-0.2%

TPW.AX

-3.72%

A2M.AX

1.66%

TLC.AX

-0.72%

SGR.AX

-4.76%

TVN.AX

-7.02%

TWR.AX

-0.65%

TPG.AX

0.82%

TCL.AX

0.2%

TWE.AX

-0.41%

TUA.AX

-1.53%

TCG.AX

-4.39%

TRA.AX

UNI.AX

-2.79%

VAU.AX

1.4%

VNT.AX

0.61%

VCX.AX

-1.16%

VGN.AX

-1.03%

VMM.AX

2.84%

VEA.AX

-0.46%

VUL.AX

-4%

VSL.AX

VYS.AX

-4.63%

WA1.AX

-4.06%

WGN.AX

2.47%

WAM.AX

-0.97%

WGB.AX

WLE.AX

SOL.AX

0.77%

WPR.AX

-3.57%

WQG.AX

-2.09%

WEB.AX

-0.33%

WBT.AX

3.08%

WES.AX

0.34%

WAF.AX

-0.92%

WGX.AX

-4.24%

WBC.AX

-1.12%

WHF.AX

1.11%

WHC.AX

-2.99%

WIA.AX

-5.88%

WC8.AX

13.51%

WTN.AX

WTC.AX

-3.39%

WDS.AX

-1.17%

WOW.AX

0.9%

WOR.AX

-0.78%

XRO.AX

-3.94%

YAL.AX

-0.85%

ZIM.AX

-4.44%

ZIP.AX

-2.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.45	-0.83	-0.55
SSO ASX Small Caps	16.32	-0.16	-0.97
IVV S&P 500	70.89	-0.27	-0.38
NDQ Nasdaq	62.98	-0.06	-0.1
F100 FTSE 100	15.03	-0.09	-0.6
ASIA Asia Tech	23.62	0.84	3.69
IEU Europe	103.83	-0.31	-0.3
IEM Emerging Markets	101.18	1.13	1.13
Gold Gold	55.97	-0.08	-0.14
ACDC Battery Tech	169.33	-0.66	-0.39

COMMODITIES	Close($)	-/+	%
Gold	4,218.36	-39.3182	-0.92
Silver	65.97	-2.0132	-2.96
Platinum	1,699.80	-37.014	-2.13
Palladium	1,281.88	-30.4752	-2.32
Ice Brent Crude	78.51	-1.04	-1.31
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7016	0.0002	0.03
Euro	1.1464	-0.0035	-0.3
British Pound	1.3218	-0.0073	-0.55
Canadian Dollar	1.4137	0.0037	0.26
New Zealand Dollar	0.5756	-0.001	-0.17
Chinese Yuan	6.7686	0.0109	0.16
Japanese Yen	161.3200	0.69	0.43

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	0%	112.86%	0.30 0.79
BGL	Bellevue Gold Ltd	1.54	-5.52%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.04	-0.84%	75.84%	35.52 65.98
FMG	Fortescue Ltd	19.97	-1.72%	29.76%	14.31 23.38
NHC	New Hope Corporation Ltd	5.42	-1.99%	40.36%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.11	-2.99%	45.90%	5.31 9.90
NEM	Newmont Cdi	153.71	-0.35%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.88	-1.2%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	21.25	-1.16%	82.20%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WC8	Wildcat Resource	0.63	13.51
LIC	Lifestyle Commun	5.51	9.76
AGI	Ainsworth Game T	1.55	8.77
PYC	Pyc Therapeutics	1.45	8.24
BNZ	Benz Mining-cdi	2.00	6.38
ASL	Andean Silver	2.41	5.7
EUR	European Lithium	0.43	4.94
EOS	Electro Optic Sy	9.34	4.83
MP1	Megaport	20.74	4.59
RDX	Redox	3.91	4.55

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CHN	Chalice Mining	1.35	-8.47
DTR	Dateline Resourc	0.17	-8.11
OBM	Ora Banda Mining	1.29	-7.53
LIN	Lindian Resource	0.80	-7.51
RXL	Rox Resources	0.46	-7.07
TVN	Tivan	0.27	-7.02
DVP	Develop Global	7.00	-6.79
PNR	Pantoro Gold	2.85	-6.56
WIA	Wia Gold	0.48	-5.88
KCN	Kingsgate Consol	5.59	-5.73

OPINION

Latest Market Matters Opinions

18/06/2026 16:44

What Mattered Today

The ASX 200 fell away throughout the session as Federal Reserve policymakers under new chair Kevin Warsh signalled the chance of a rate hike later this year, hitting tech, financials and rate-sensitive growth names. Defensives held up best, with Consumer Staples and Healthcare the only sectors to post a meaningful gain, while Energy, Materials and IT led the market lower. Oil extended its slide as the US-Iran deal on reopening the Strait of Hormuz raised hopes for a quick return of Gulf supply, while gold and iron ore stayed under pressure from firmer US rate expectations underpinning a rise in the $US.

18/06/2026 16:42

Broker Moves

• SGH Ltd Reinstated Buy at Morgans Financial Limited; PT A$52.75 • Southern Cross Electrical Cut to Hold at Shaw and Partners • Ebos Cut to Neutral at Forsyth Barr; PT NZ$24 • Sims Cut to Neutral at Jarden Securities; PT A$30.50 • GPT Group Cut to Neutral at Barrenjoey; PT A$5.30 • Karoon Energy Cut to Underperform at Macquarie; PT A$1.50 • Wildcat Resources Rated New Outperform at Macquarie • Nick Scali Cut to Neutral at JPMorgan; PT A$17.10 • Cuscal Rated New Buy at Goldman; PT A$6 • DevEx Resources Rated New Speculative Buy at Bell Potter

ACTION

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Market Matters Content

What Matters Today: Travel stocks take off as Ceasefire gets acknowledged

Morning report 18/06/2026

Afternoon Report

The Match Out: ASX falls on Fed rate-hike risk, oil slides on Hormuz deal

Afternoon report 18/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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