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

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

AYA.AX

APZ.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AMI.AX

AZJ.AX

AUC.AX

ABB.AX

ASB.AX

AAC.AX

AFI.AX

AUI.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

BMC.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.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

CBO.AX

COH.AX

CDA.AX

COL.AX

CKF.AX

CBA.AX

CPU.AX

CEN.AX

CXO.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

DJW.AX

DMP.AX

DOW.AX

DPM.AX

DRO.AX

DUR.AX

DNL.AX

APE.AX

EBO.AX

EIQ.AX

ELD.AX

EOS.AX

ELV.AX

ELS.AX

EHL.AX

EMR.AX

EDV.AX

ERA.AX

EQR.AX

EUR.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

GLN.AX

GLF.AX

GDG.AX

GNE.AX

GMD.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

IMR.AX

IFT.AX

INA.AX

ING.AX

IAG.AX

IDX.AX

IPG.AX

IPX.AX

IPH.AX

IRE.AX

JHX.AX

JBH.AX

JDO.AX

JMS.AX

KAR.AX

KLS.AX

KCN.AX

KKC.AX

GLS.AX

LGF.AX

L1G.AX

LSF.AX

LRV.AX

LFS.AX

LLC.AX

LFG.AX

360.AX

LIC.AX

LNW.AX

LIN.AX

LTR.AX

LOV.AX

LYL.AX

LYC.AX

MA1.AX

MAF.AX

MGH.AX

MAH.AX

MQG.AX

MAQ.AX

MAD.AX

MFG.AX

MMS.AX

MPL.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MLX.AX

MTS.AX

MEI.AX

MOT.AX

MXT.AX

MFF.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYS.AX

NAN.AX

NAB.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

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

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

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

SKS.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SPK.AX

SRG.AX

SBM.AX

SMR.AX

SDF.AX

SGP.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

TRA.AX

UNI.AX

VAU.AX

VNT.AX

VCX.AX

VGN.AX

VMM.AX

VEA.AX

VUL.AX

VSL.AX

VYS.AX

WA1.AX

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

WPR.AX

WQG.AX

WEB.AX

WBT.AX

WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WC8.AX

WTN.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.28	0	0
SSO ASX Small Caps	16.48	0	0
IVV S&P 500	71.16	0	0
NDQ Nasdaq	63.04	0	0
F100 FTSE 100	15.12	0	0
ASIA Asia Tech	22.78	0	0
IEU Europe	104.14	0	0
IEM Emerging Markets	100.05	0	0
Gold Gold	56.05	0	0
ACDC Battery Tech	169.99	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,262.96	-67.1733	-1.55
Silver	68.11	-2.0645	-2.94
Platinum	1,740.58	-63.559	-3.52
Palladium	1,314.75	-36.9211	-2.73
Ice Brent Crude	79.72	0.76	0.96
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7012	-0.0054	-0.76
Euro	1.1502	-0.0105	-0.9
British Pound	1.3294	-0.0132	-0.98
Canadian Dollar	1.4100	0.0106	0.76
New Zealand Dollar	0.5768	-0.0062	-1.06
Chinese Yuan	6.7577	0.0015	0.02
Japanese Yen	160.6300	0.18	0.11

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%	98.55%	0.30 0.76
BGL	Bellevue Gold Ltd	1.63	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.59	0%	74.12%	35.52 65.98
FMG	Fortescue Ltd	20.32	0%	30.66%	14.31 23.38
NHC	New Hope Corporation Ltd	5.53	0%	42.24%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.36	0%	48.18%	5.31 9.90
NEM	Newmont Cdi	154.25	0%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	15.06	0%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	21.50	0%	83.00%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.29
4DX	4dmedical	3.71
ABG	Abacus Group Unt	1.01
ASK	Abacus Storage K	1.39
AIS	Aeris Resources	0.43
AGL	Agl Energy	8.54
A1M	Aic Mines	0.75
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	89.05
ALK	Alkane Resources	1.68

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.90
ZIM	Zimplats Holding	15.10
YAL	Yancoal Australi	5.85
XRO	Xero	74.58
WOR	Worley	12.82
WOW	Woolworths Group	37.78
WDS	Woodside Energy	28.96
WTC	Wisetech Global	38.30
WTN	Winton Land	2.20
WC8	Wildcat Resource	0.56

OPINION

Latest Market Matters Opinions

17/06/2026 16:45

Broker Moves

• Transurban Cut to Sell at Morgans Financial Limited; PT A$12.50 • TBN AU Rated New Positive at Evans & Partners Pty Ltd • Joyce Rated New Buy at Canaccord; PT A$6.68 • Telstra Group Rated New Neutral at Citi; PT A$5.50

17/06/2026 16:45

What Mattered Today

The ASX shook off a weak start to finish firmly higher today, extending its recent recovery as investors continued rotating out of energy and into resources, financials and growth exposures. The market opened lower before steadily improving through the session, with buying increasing into the afternoon as optimism around US-Iran agreements accelerated with a proper framework and further details of the deal expected imminently.

ACTION

image description

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

The Match Out: Miners take the baton as energy rolls over

Morning report 17/06/2026

Afternoon Report

The Match Out: ASX bounces back to close flat, RBA holds at 4.35%

Afternoon report 16/06/2026

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

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

10.51% Active Growth Portfolio

9.89% Shawn’s Trade Ideas

16.87% Active Income Portfolio

30.70% International Equities Portfolio

10.81% Emerging Companies Portfolio

7.75% Core ETF Portfolio

10.51% Active Growth Portfolio 9.89% Shawn’s Trade Ideas 16.87% Active Income Portfolio 30.70% International Equities Portfolio 10.81% Emerging Companies Portfolio 7.75% 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 31st May 2026

Latest View Points

SXE

WOR

RACE IM

SPCX US

ABB

TPG

TLS

IIND

FANG

SEMI