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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.32%

4DX.AX

-3.55%

ABG.AX

ASK.AX

AX1.AX

-3.39%

AIS.AX

-1.11%

A1G.AX

-2.73%

AGL.AX

-0.22%

AIZ.AX

AAI.AX

3.46%

ALK.AX

-2.82%

A4N.AX

4.72%

ALQ.AX

-4.04%

AMC.AX

-4.4%

AOV.AX

-0.9%

AMP.AX

0.86%

AEL.AX

-1.91%

ALD.AX

1.92%

ANN.AX

-0.17%

ANZ.AX

0.49%

APA.AX

0.55%

ARU.AX

1.79%

ARB.AX

-1.18%

ARF.AX

1.57%

ARG.AX

-0.44%

ALL.AX

1.18%

AYA.AX

-5.04%

APZ.AX

-0.19%

ASX.AX

0.06%

ALX.AX

AUB.AX

2.15%

AIA.AX

AZJ.AX

0.5%

AUC.AX

3.17%

ABB.AX

-0.62%

ASB.AX

0.21%

AAC.AX

AEF.AX

-4.17%

AFI.AX

-0.59%

AUI.AX

0.28%

BOQ.AX

0.59%

BMN.AX

-1%

BCI.AX

-1.3%

BPT.AX

0.43%

BGA.AX

1.04%

BGL.AX

-3.53%

BEN.AX

0.3%

BNZ.AX

-7.33%

BHP.AX

-2.31%

BKI.AX

0.29%

BC8.AX

-5.6%

XYZ.AX

-3.68%

BSL.AX

-1.2%

BOE.AX

BXB.AX

-0.71%

BVS.AX

-1.48%

BRE.AX

-0.39%

BRG.AX

0.22%

BFL.AX

-0.6%

BWP.AX

-0.27%

CMM.AX

-4.19%

CSC.AX

1.21%

CAR.AX

-2.53%

CIN.AX

CYL.AX

-2.93%

CAT.AX

-1.75%

CWP.AX

-0.12%

CNI.AX

0.94%

CIP.AX

0.33%

COF.AX

0.5%

CHN.AX

-2.63%

CGF.AX

-0.14%

CIA.AX

2.28%

CHC.AX

0.74%

CLW.AX

1.15%

CQR.AX

2.38%

CQE.AX

1.17%

CNU.AX

-0.13%

C79.AX

-2.32%

CVL.AX

1.23%

CU6.AX

1.06%

CWY.AX

-1.67%

CBO.AX

3.38%

COH.AX

-2.65%

CDA.AX

-1.6%

COL.AX

-0.2%

CKF.AX

-0.6%

CBA.AX

1.26%

CPU.AX

-0.45%

CEN.AX

-6.46%

CXO.AX

2.22%

CRN.AX

-4.35%

CCP.AX

-1.1%

CMW.AX

-2.44%

CSL.AX

-0.01%

CCL.AX

DBI.AX

6.02%

DTL.AX

0.57%

DTR.AX

7.79%

DYL.AX

1.01%

DRR.AX

0.76%

DVP.AX

-3.74%

DXS.AX

-0.33%

DXI.AX

0.42%

DDR.AX

-3.12%

DGT.AX

1.4%

DUI.AX

-0.8%

DJW.AX

-1.06%

DMP.AX

1.42%

DOW.AX

-0.27%

DPM.AX

-1.67%

DRO.AX

6.38%

DUR.AX

DNL.AX

1.35%

APE.AX

EBO.AX

0.11%

ELD.AX

-2.65%

EOS.AX

18.35%

ELV.AX

1.88%

ELS.AX

-0.35%

EHL.AX

-1.98%

EMR.AX

-3.01%

EDV.AX

-0.8%

ERA.AX

EQR.AX

7.35%

EQT.AX

-2.42%

EVN.AX

-3.22%

EVT.AX

-0.88%

FCL.AX

-0.84%

FFM.AX

1.74%

FPH.AX

0.25%

FPR.AX

0.38%

FBU.AX

0.71%

FLT.AX

-2.5%

FML.AX

-6.62%

FRS.AX

-7.02%

FMG.AX

4.07%

FRW.AX

-11.22%

FGX.AX

-0.37%

FGG.AX

0.32%

GLF.AX

GDG.AX

-4.24%

GNE.AX

-1.65%

GMD.AX

-6.01%

GTK.AX

-0.92%

GNP.AX

1.56%

GMG.AX

-1.8%

GPT.AX

0.87%

GQG.AX

-0.57%

GNG.AX

-1.97%

GNC.AX

-0.16%

GGP.AX

-2.7%

GOZ.AX

1.9%

GCI.AX

-0.5%

GYG.AX

-0.39%

GWA.AX

0.46%

HSN.AX

HVN.AX

-0.39%

HGH.AX

-1.46%

HM1.AX

0.74%

HLI.AX

0.9%

HMC.AX

1.73%

HDN.AX

0.41%

HUB.AX

-3.22%

IEL.AX

0.24%

IGO.AX

1.85%

ILU.AX

-2.53%

IMD.AX

-1.75%

IMR.AX

3.37%

IFT.AX

-0.45%

INA.AX

1.71%

ING.AX

-0.27%

IFL.AX

0.87%

IAG.AX

3.28%

IDX.AX

0.43%

IPX.AX

-14.05%

IPH.AX

2.51%

IRE.AX

-1.15%

JHX.AX

-2.38%

JBH.AX

-2.31%

JDO.AX

-1.63%

JIN.AX

-1%

JMS.AX

-3.57%

KAR.AX

-7.07%

KLS.AX

-2.94%

KCN.AX

-6.28%

KKC.AX

-2.38%

GLS.AX

0.85%

L1G.AX

-0.82%

LSF.AX

-1.94%

LRV.AX

-5.95%

LFS.AX

LLC.AX

-0.28%

LFG.AX

1.46%

360.AX

-2.99%

LIC.AX

17.22%

LNW.AX

-3.23%

LIN.AX

11.66%

LTR.AX

4.01%

LOV.AX

0.24%

LYL.AX

0.29%

LYC.AX

-2.22%

MA1.AX

MAF.AX

-3.25%

MGH.AX

-1.98%

MAH.AX

-3.76%

MQG.AX

-0.21%

MAQ.AX

0.59%

MAD.AX

-3.65%

MFG.AX

3.37%

MAU.AX

-1.28%

MMS.AX

0.85%

MPL.AX

3.41%

MEK.AX

-15%

MP1.AX

MCY.AX

1.16%

MEZ.AX

MSB.AX

-1.4%

MTM.AX

-0.72%

MLX.AX

-5.73%

MTS.AX

0.34%

MEI.AX

-2.38%

MOT.AX

-1.74%

MXT.AX

-1.81%

MFF.AX

-0.65%

MIN.AX

-1.32%

MI6.AX

2.48%

MIR.AX

-1.49%

MGR.AX

-0.54%

MND.AX

-1.97%

MYS.AX

1.19%

NAN.AX

-1.42%

NAB.AX

1.53%

NSR.AX

0.36%

NGI.AX

-4.07%

NWL.AX

-1.56%

NEU.AX

-1.59%

NHC.AX

1.71%

NMG.AX

-5.26%

NEM.AX

0.47%

NWS.AX

0.03%

NXG.AX

1.44%

NXT.AX

3.86%

NHF.AX

5.68%

NCK.AX

-1.12%

NIC.AX

3.8%

NEC.AX

NST.AX

-18.75%

NWH.AX

-1.91%

NUF.AX

-0.5%

NXL.AX

-4.93%

OCL.AX

-1.76%

OML.AX

2.76%

OPH.AX

2.17%

OBM.AX

-5.92%

ORI.AX

-0.35%

ORG.AX

0.35%

ORA.AX

-0.26%

PDN.AX

-0.93%

PNR.AX

-5.98%

PPC.AX

-3.9%

PPM.AX

-0.93%

PRN.AX

-0.75%

PPT.AX

0.12%

PCI.AX

-0.93%

PRU.AX

-2.04%

PXA.AX

1.02%

PNI.AX

-4.32%

PL8.AX

-0.35%

PLS.AX

2.3%

PGF.AX

-2.63%

PNV.AX

PDI.AX

2.5%

PMV.AX

0.89%

PME.AX

-0.41%

PFP.AX

-2.05%

PWH.AX

-1.39%

PYC.AX

-2.75%

QAN.AX

-0.69%

QBE.AX

0.64%

QAL.AX

0.75%

QRI.AX

1.28%

QUB.AX

RMS.AX

-3.33%

RHC.AX

1.03%

REA.AX

1.36%

RDX.AX

3.36%

REH.AX

0.21%

RF1.AX

0.57%

RPL.AX

-5.17%

RG1.AX

-0.9%

RGN.AX

REG.AX

-4.02%

RRL.AX

-3.27%

RWC.AX

RMD.AX

-0.51%

RSG.AX

SGLLV.AX

-1.2%

RIC.AX

3.75%

RIO.AX

3.14%

RXR.AX

1.13%

RXL.AX

-3.81%

RFF.AX

0.96%

RYM.AX

-1.32%

SFR.AX

0.84%

SMI.AX

-3.55%

STO.AX

0.53%

SCG.AX

1.15%

SEK.AX

-0.72%

SHV.AX

-1.04%

SRV.AX

3.12%

SSM.AX

-1.02%

SGH.AX

-0.5%

SHA.AX

-0.61%

SIG.AX

-1.12%

SLX.AX

SGM.AX

1.27%

SDR.AX

0.95%

SKS.AX

0.22%

SKC.AX

3.13%

SIQ.AX

-1.54%

SHL.AX

0.43%

S32.AX

1.38%

SX2.AX

-3.87%

SXE.AX

-5.26%

SVM.AX

9.21%

SPK.AX

-0.8%

SRG.AX

-1.95%

SBM.AX

-3.55%

SGQ.AX

SMR.AX

1.42%

SDF.AX

1.2%

SGP.AX

0.22%

STK.AX

-4.55%

SNZ.AX

2.41%

SUN.AX

2.56%

SRL.AX

12.65%

SUL.AX

-3.15%

SLC.AX

3.04%

SNL.AX

-1.61%

SYL.AX

TAH.AX

1.03%

TEA.AX

-4.4%

TNE.AX

0.11%

TLX.AX

0.53%

TLS.AX

1.37%

TPW.AX

2.49%

A2M.AX

1.05%

TLC.AX

-0.19%

SGR.AX

4.17%

TVN.AX

-8%

TWR.AX

0.67%

TPG.AX

0.51%

TCL.AX

0.49%

TWE.AX

-2.23%

TUA.AX

-0.5%

TCG.AX

-7.14%

USL.AX

-6.36%

UNI.AX

1.41%

VAU.AX

-2.56%

VNT.AX

0.37%

VCX.AX

2.21%

VGN.AX

-1.8%

VEA.AX

3.38%

VUL.AX

0.31%

VSL.AX

0.49%

WA1.AX

1.48%

WGN.AX

-1.84%

WAM.AX

-1.17%

WGB.AX

0.45%

WLE.AX

-1.44%

SOL.AX

1.47%

WPR.AX

0.82%

WEB.AX

-3.27%

WBT.AX

3.56%

WES.AX

0.84%

WAF.AX

-2.08%

WGX.AX

WBC.AX

1.11%

WHF.AX

0.39%

WHC.AX

0.65%

WIA.AX

-5.61%

WTC.AX

-0.81%

WDS.AX

-0.03%

WOW.AX

-0.39%

WOR.AX

-1.11%

XRO.AX

2.61%

YAL.AX

4.54%

ZIM.AX

-1.45%

ZIP.AX

0.93%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.04	-0.17	-0.12
SSO ASX Small Caps	15.66	-0.04	-0.25
IVV S&P 500	63.10	0.36	0.57
NDQ Nasdaq	51.26	0.16	0.31
F100 FTSE 100	14.63	0.16	1.11
ASIA Asia Tech	14.95	0	0
IEU Europe	95.80	1.21	1.28
IEM Emerging Markets	82.31	-0.03	-0.04
Gold Gold	66.19	0.08	0.12
ACDC Battery Tech	142.50	1.57	1.11

COMMODITIES	Close($)	-/+	%
Gold	5,018.43	-60.4649	-1.19
Silver	80.55	-3.2111	-3.83
Platinum	2,024.58	-107.4141	-5.04
Palladium	1,551.24	-66.6261	-4.12
Ice Brent Crude	103.89	3.43	3.41
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6980	-0.0094	-1.33
Euro	1.1416	-0.0093	-0.81
British Pound	1.3222	-0.0119	-0.89
Canadian Dollar	1.3718	0.008	0.59
New Zealand Dollar	0.5772	-0.0082	-1.4
Chinese Yuan	6.8961	0.0272	0.4
Japanese Yen	159.7100	0.38	0.24

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	-3.39%	51.28%	0.28 0.75
BGL	Bellevue Gold Ltd	1.64	-3.53%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	49.80	-2.31%	30.89%	33.25 59.39
FMG	Fortescue Ltd	20.48	4.07%	23.54%	13.18 23.38
NHC	New Hope Corporation Ltd	5.35	1.71%	28.92%	3.33 5.41
WHC	Whitehaven Coal Ltd	9.35	0.65%	57.99%	4.26 9.59
NEM	Newmont Cdi	161.70	0.47%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.61	1.44%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.83	0.84%	59.41%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	11.74	18.35
LIC	Lifestyle Commun	5.31	17.22
SRL	Sunrise Energy	10.06	12.65
LIN	Lindian Resource	0.91	11.66
SVM	Sovereign Metals	0.83	9.21
DTR	Dateline Resourc	0.42	7.79
EQR	Eq Resources	0.37	7.35
DRO	Droneshield	4.17	6.38
DBI	Dalrymple Bay In	4.93	6.02
NHF	Nib Holdings	6.14	5.68

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NST	Northern Star Re	21.75	-18.75
MEK	Meeka Metals	0.17	-15
IPX	Iperionx	5.26	-14.05
FRW	Freightways Grou	11.00	-11.22
TVN	Tivan	0.35	-8
BNZ	Benz Mining-cdi	2.78	-7.33
TCG	Turaco Gold	0.65	-7.14
KAR	Karoon Energy Lt	1.84	-7.07
FRS	Forrestania Res	0.53	-7.02
FML	Focus Minerals L	2.82	-6.62

OPINION

Latest Market Matters Opinions

13/03/2026 16:58

What Mattered Today

The ASX 200 ended Friday's session down 0.14% at 8,617.10 — its lowest weekly finish since December, as a punishing week defined by Middle East tensions, RBA rate expectations, and a sharp rotation out of gold and materials weighed on the index. For the week the benchmark shed 2.6%.

13/03/2026 16:57

Northern Star Resources (NST) $21.75

NST -18.75%: was hit hard today after they flagged softer-than-expected production through the March quarter, highlighting a combination of milling issues at Kalgoorlie and lower mining productivity at some operations. While the update points to ongoing operational challenges in the near term, we think the broader investment case is still okay given the strength in the gold price and the company’s medium-term growth pipeline.

ACTION

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Market Matters Content

ETF Friday: Reviewing Four Bond ETFs with higher interest rates on offer

Morning report 13/03/2026

Afternoon Report

The Match Out: ASX drifts lower, down 2.6% for the week

Afternoon report 13/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

MMKT, AAA vs Macquarie’s Accelerator account

I do not understand what advantage MMKT & AAA provide over Macquarie Bank's Accelerator bank account. It pays 4.15% per month, calculated on a daily basis. You have to have a Cash Management Account (CMA) to manage the transactions, like all banks require. It pays 2.25% in same way. Both of which are far better than NAB, for example, at 1.40% for iSav and 0.0% for Sav. Also, our funds are in an SMSF structure, so funds must be visible to a third party - a fund administrator - and Macquarie is well set up for this. (It holds around 1/3 of all SMSF cash funds.) Last time I checked NAB could not manage third party access. Another big thing is that there are no brokerage fees and access to funds is immediate for investing or withdrawals. Also, Macquarie is hooked into Bell Direct as brokers, and I have found their website and facilities to be terrific.

Ask James

Question asked 14/03/2026

SDR – Safe from Displacement?

Hi MM, I note your positive commentary on SDR in this morning's report. I have been watching SDR lately mulling whether to take a position. In brief, my main concern is whether (or not) SDR is at material risk of displacement over time by competitors using agentic AI given SDR's software/business model (i.e. insufficient moat, growth/pricing power affected etc etc - the typical concerns that have driven the AI-fear based tech sell down). I have seen commentary to this effect. Do you agree with this commentary to any degree...or do you think it doesn't properly consider or appreciate the robustness of SDR's business model and its moat/competitive advantage? Etc. Thanks, Darren

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Morning Report

ETF Friday: Reviewing Four Bond ETFs with higher interest rates on offer

Morning report 13/03/2026

Afternoon Report

The Match Out: ASX drifts lower, down 2.6% for the week

Afternoon report 13/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

MMKT, AAA vs Macquarie’s Accelerator account

Ask James

Question asked 14/03/2026

SDR – Safe from Displacement?

Latest View Points

AAA

QPON

CRED

IAF

ATEC

NST

TEAM US

CAR

WTC

TNE

IGV US

FCX US

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Opinion + Action