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

3.23%

4DX.AX

1.92%

ABG.AX

-3.39%

AIS.AX

3.7%

AGL.AX

-0.23%

A1M.AX

AIZ.AX

AAI.AX

2.22%

ALK.AX

3.91%

A4N.AX

3.88%

ALQ.AX

0.63%

AMC.AX

-0.75%

AOV.AX

0.45%

AMP.AX

-1.29%

ALD.AX

-0.38%

ANN.AX

-0.85%

ANZ.AX

-2.6%

APA.AX

-0.8%

ARU.AX

ARB.AX

-2.1%

ARF.AX

1.74%

ARG.AX

-0.11%

ALL.AX

0.16%

AYA.AX

2.91%

APZ.AX

-0.2%

ASX.AX

-1.17%

ALX.AX

-1.42%

AUB.AX

1.9%

AIA.AX

0.14%

AXQ.AX

6.48%

AMI.AX

3.95%

AZJ.AX

-10.34%

AUC.AX

ABB.AX

-0.2%

ASB.AX

-0.46%

AAC.AX

-1.11%

ACL.AX

14.89%

AEF.AX

-0.67%

AFI.AX

0.44%

AUI.AX

0.51%

BOQ.AX

-0.46%

BMN.AX

4.35%

BCI.AX

-2.13%

BPT.AX

1.16%

BGA.AX

-0.83%

BGL.AX

4.03%

BEN.AX

-0.27%

BNZ.AX

1.34%

BHP.AX

1.39%

BKI.AX

BC8.AX

3.76%

XYZ.AX

-0.99%

BSL.AX

-2.23%

BOE.AX

4.83%

BXB.AX

0.2%

BVS.AX

-4.18%

BRG.AX

1.7%

BGP.AX

BFL.AX

BWP.AX

-1.04%

CMM.AX

4.3%

CSC.AX

0.91%

CAR.AX

-1.69%

CIN.AX

CYL.AX

5.99%

CAT.AX

-3.49%

CWP.AX

-2.1%

CNI.AX

-2.67%

CIP.AX

COF.AX

-0.58%

CHN.AX

CGF.AX

-2.02%

CIA.AX

0.58%

CHC.AX

-1.64%

CLW.AX

0.84%

CQR.AX

-1.2%

CQE.AX

0.82%

CNU.AX

0.13%

C79.AX

-1.32%

CVL.AX

1.06%

CU6.AX

-1.52%

CWY.AX

-1.48%

CBO.AX

1.15%

COH.AX

-1.76%

CDA.AX

-0.22%

COL.AX

-0.42%

CKF.AX

-0.37%

CBA.AX

-1.3%

CPU.AX

0.02%

CEN.AX

-2.24%

CXO.AX

5.63%

CCP.AX

-0.38%

CMW.AX

-2.33%

CSL.AX

-1.39%

CCL.AX

-3.68%

DBI.AX

-0.56%

DTL.AX

-0.1%

DYL.AX

3.14%

DRR.AX

-0.24%

DVP.AX

4.44%

DXS.AX

-2.21%

DXI.AX

-0.84%

DDR.AX

1.17%

DGT.AX

2.14%

DJW.AX

DMP.AX

-0.88%

DOW.AX

-1.2%

DPM.AX

1.77%

DRO.AX

DUR.AX

1.39%

DNL.AX

1.62%

APE.AX

-2.77%

EBO.AX

1.13%

EIQ.AX

-2.52%

ELD.AX

0.88%

EOS.AX

5.67%

ELV.AX

-0.33%

ELS.AX

4.13%

EHL.AX

-1.92%

EMR.AX

3.79%

EDV.AX

-1.4%

EQR.AX

EUR.AX

1.69%

EVN.AX

5.15%

EVT.AX

1.43%

FDC.AX

0.27%

FCL.AX

6.22%

FFM.AX

1.88%

FPH.AX

-0.54%

FPR.AX

-0.24%

FBU.AX

-0.64%

FLT.AX

-1.83%

FML.AX

6.84%

FRS.AX

-5.19%

FMG.AX

0.62%

FRW.AX

0.08%

FGX.AX

0.37%

FGG.AX

0.3%

GLF.AX

0.67%

GDG.AX

0.26%

GNE.AX

0.45%

GMD.AX

4.46%

GNP.AX

5.68%

GMG.AX

-0.34%

GPT.AX

-2.53%

GQG.AX

0.35%

GNG.AX

6.96%

GNC.AX

0.56%

GGP.AX

3.24%

G6M.AX

9.41%

GOZ.AX

-0.46%

GCI.AX

-0.48%

GYG.AX

-1.22%

GWA.AX

1.69%

HSN.AX

-2.98%

HVN.AX

-4.56%

HGH.AX

-0.99%

HM1.AX

-0.65%

HLI.AX

-1.41%

HMC.AX

-0.33%

HDN.AX

-0.43%

HUB.AX

-1.04%

IEL.AX

1.86%

IGO.AX

3.3%

ILU.AX

1.27%

IMD.AX

-4.16%

IMR.AX

-2.45%

IFT.AX

-0.72%

INA.AX

-1.17%

ING.AX

-0.9%

IAG.AX

-0.12%

IDX.AX

-0.45%

IPG.AX

4.91%

IPX.AX

7.6%

IPH.AX

1.45%

IRE.AX

-11.63%

JHX.AX

-0.23%

JBH.AX

-12.31%

JDO.AX

-1.08%

JMS.AX

-1.85%

KAR.AX

KLS.AX

-0.85%

KCN.AX

4.6%

KKC.AX

0.94%

GLS.AX

-1.46%

LGF.AX

3.18%

L1G.AX

7.24%

LSF.AX

1.51%

LRV.AX

1.72%

LFS.AX

-1.1%

LLC.AX

-11.15%

LFG.AX

3.22%

360.AX

4.04%

LIC.AX

-0.72%

LNW.AX

1.57%

LIN.AX

-2.38%

LTR.AX

1.96%

LOV.AX

-2.14%

LYL.AX

1.05%

LYC.AX

1.59%

MA1.AX

0.25%

MAF.AX

-1.3%

MGH.AX

2.32%

MAH.AX

2.06%

MQG.AX

-0.5%

MAQ.AX

-0.47%

MAD.AX

1.16%

MFG.AX

-1.47%

MMS.AX

-0.24%

MPL.AX

-0.79%

MP1.AX

-0.23%

MCY.AX

0.91%

MEZ.AX

0.65%

MSB.AX

10.86%

MLX.AX

3.87%

MTS.AX

-0.32%

MEI.AX

2.5%

MOT.AX

-0.93%

MXT.AX

0.26%

MFF.AX

-0.19%

MIN.AX

1.83%

MI6.AX

4.05%

MIR.AX

-0.78%

MGR.AX

-1.98%

MND.AX

-2.25%

MYS.AX

-1.85%

NAN.AX

-0.28%

NAB.AX

-4.62%

NGI.AX

NWL.AX

0.13%

NEU.AX

-2.13%

NHC.AX

4.86%

NMG.AX

5.17%

NEM.AX

3.79%

NWS.AX

0.8%

NXG.AX

1.86%

NXT.AX

-0.47%

NHF.AX

1.22%

NCK.AX

-1.58%

NIC.AX

1.21%

NEC.AX

-0.52%

NST.AX

2.98%

NWH.AX

-3.34%

NUF.AX

1.72%

NXL.AX

1.35%

OCL.AX

0.41%

OML.AX

-0.3%

OPH.AX

-0.82%

OBM.AX

4.96%

ORI.AX

0.54%

ORG.AX

-0.66%

ORA.AX

-3.99%

PDN.AX

4.15%

PNR.AX

3.72%

PPC.AX

3.13%

PPM.AX

-2.2%

PRN.AX

4.41%

PPT.AX

0.67%

PCI.AX

-0.45%

PRU.AX

2.91%

PXA.AX

-0.13%

PNI.AX

-0.27%

PL8.AX

PLS.AX

4.52%

PGF.AX

1.19%

PNV.AX

4.66%

PDI.AX

6.25%

PMV.AX

-4.71%

PME.AX

-1.68%

PWH.AX

3.8%

PYC.AX

-0.47%

QAN.AX

-0.7%

QBE.AX

-1.82%

QAL.AX

-1.2%

QRI.AX

-0.65%

RMS.AX

2.51%

RHC.AX

-0.04%

REA.AX

0.21%

RDX.AX

0.26%

REH.AX

-0.23%

RF1.AX

0.27%

RPL.AX

2.12%

RG1.AX

3.37%

RGN.AX

-0.84%

REG.AX

-0.49%

RRL.AX

2.99%

RWC.AX

-1.63%

RMD.AX

-1.25%

RSG.AX

3.11%

SGLLV.AX

0.14%

RIC.AX

1.38%

RIO.AX

0.44%

RXL.AX

7.29%

RFF.AX

RYM.AX

1.46%

SFR.AX

2.11%

SMI.AX

3.85%

STO.AX

0.75%

SCG.AX

-0.8%

SEK.AX

-0.59%

SHV.AX

1.41%

SRV.AX

-0.77%

SSM.AX

0.8%

SGH.AX

1.28%

SHA.AX

0.46%

SIG.AX

-1.01%

SLX.AX

1.36%

SGM.AX

-2.38%

SDR.AX

0.26%

SKS.AX

-2.11%

SKC.AX

SIQ.AX

2.33%

SHL.AX

1.97%

S32.AX

3.36%

SX2.AX

2.47%

SXE.AX

-2.32%

SPK.AX

-0.62%

SRG.AX

-0.55%

SBM.AX

1.71%

SMR.AX

SDF.AX

5.64%

SGP.AX

-3.02%

SKG.AX

0.43%

SNZ.AX

-1.05%

SUN.AX

-4.59%

SRL.AX

-1.7%

SUL.AX

-6.64%

SLC.AX

0.32%

SNL.AX

1.71%

SYL.AX

-0.37%

TAH.AX

-1.64%

TEA.AX

-4.11%

TNE.AX

-1.18%

TLX.AX

-1.67%

TLS.AX

0.63%

TPW.AX

-0.96%

A2M.AX

-3.26%

TLC.AX

-0.37%

SGR.AX

-3.57%

TVN.AX

-5.88%

THL.AX

-2.95%

TWR.AX

-1.92%

TPG.AX

1.41%

TCL.AX

0.79%

TWE.AX

-2.54%

TUA.AX

-0.45%

TCG.AX

3.65%

TRA.AX

0.29%

USL.AX

2.52%

UNI.AX

0.68%

VAU.AX

3.72%

VNT.AX

VCX.AX

-1.12%

VGN.AX

-0.37%

VGL.AX

5.38%

VEA.AX

-0.36%

VUL.AX

0.68%

VSL.AX

-0.19%

VYS.AX

-1.74%

WA1.AX

1.84%

WGN.AX

0.94%

WAM.AX

0.98%

WGB.AX

0.92%

WLE.AX

-0.37%

SOL.AX

-1.93%

WPR.AX

WQG.AX

0.48%

WEB.AX

-0.85%

WBT.AX

0.45%

WES.AX

-4.35%

WAF.AX

3.24%

WGX.AX

3.19%

WBC.AX

-0.85%

WHF.AX

WHC.AX

0.91%

WIA.AX

-1.12%

WC8.AX

-4.49%

WTC.AX

-2.56%

WDS.AX

0.77%

WOW.AX

0.53%

WOR.AX

0.93%

XRO.AX

0.77%

YAL.AX

1.9%

ZIM.AX

4.43%

ZIP.AX

-1.1%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.33	-0.61	-0.4
SSO ASX Small Caps	14.99	0	0
IVV S&P 500	72.91	-0.56	-0.76
NDQ Nasdaq	61.67	-0.18	-0.29
F100 FTSE 100	15.36	-0.05	-0.32
ASIA Asia Tech	20.76	0.08	0.39
IEU Europe	99.84	-0.44	-0.44
IEM Emerging Markets	95.57	0.3	0.31
Gold Gold	56.47	0.47	0.84
ACDC Battery Tech	133.00	1.13	0.86

COMMODITIES	Close($)	-/+	%
Gold	4,395.36	19.4669	0.44
Silver	65.49	0.837	1.29
Platinum	1,751.00	3.2842	0.19
Palladium	1,328.75	15.925	1.21
Ice Brent Crude	88.82	1.75	2.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7125	0.0044	0.62
Euro	1.1594	0.0025	0.22
British Pound	1.3557	0.0027	0.2
Canadian Dollar	1.3856	-0.0018	-0.13
New Zealand Dollar	0.5922	0.0033	0.56
Chinese Yuan	6.7382	-0.003	-0.04
Japanese Yen	159.1400	-0.16	-0.1

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%	141.94%	0.30 0.85
BGL	Bellevue Gold Limited	1.55	4.03%	67.42%	0.84 2.00
BHP	Bhp Group Ltd	62.20	1.39%	47.80%	39.30 65.98
FMG	Fortescue Ltd	17.75	0.62%	-9.95%	17.44 23.38
NHC	New Hope Corporation Ltd	5.61	4.86%	18.36%	3.77 6.17
WHC	Whitehaven Coal Limited	7.76	0.91%	9.54%	5.94 9.90
NEM	Newmont Cdi	167.52	3.79%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.78	1.86%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.28	2.11%	78.27%	11.85 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ACL	Australian Clini	2.70	14.89
MSB	Mesoblast	2.45	10.86
G6M	Group 6 Metals	3.72	9.41
IPX	Iperionx	3.54	7.6
RXL	Rox Resources	0.52	7.29
L1G	L1 Group	1.19	7.24
GNG	Gr Engineering S	6.30	6.96
FML	Focus Minerals L	2.03	6.84
AXQ	Aura Consolidate	3.45	6.48
PDI	Predictive Disco	0.85	6.25

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
JBH	Jb Hi-fi	71.65	-12.31
IRE	Iress	6.99	-11.63
LLC	Lendlease Group	2.87	-11.15
AZJ	Aurizon Holdings	3.73	-10.34
SUL	Super Retail Gro	12.38	-6.64
TVN	Tivan	0.24	-5.88
FRS	Forrestania Res	0.37	-5.19
PMV	Premier Investme	11.93	-4.71
NAB	National Austral	39.46	-4.62
SUN	Suncorp Grou	18.70	-4.59

OPINION

Latest Market Matters Opinions

17/08/2026 16:58

Broker Moves

• Amcor GDRs Cut to Hold at CLSA; PT A$68.80 • Seek Cut to Hold at CLSA; PT A$14 • Dexus Industria REIT Raised to Buy at Bell Potter; PT A$2.70 • Computershare Cut to Hold at Jefferies; PT A$39.50

17/08/2026 16:57

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

Macro Monday: ASX earnings are being outshone by corporate America

Morning report 17/08/2026

Afternoon Report

The Match Out: ASX falls as retail and banks weigh, gold and copper lift Materials

Afternoon report 17/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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

12.20% Active Growth Portfolio

9.74% Shawn’s Trade Ideas

9.66% Active Income Portfolio

18.64% International Equities Portfolio

4.59% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.20% Active Growth Portfolio 9.74% Shawn’s Trade Ideas 9.66% Active Income Portfolio 18.64% International Equities Portfolio 4.59% Emerging Companies Portfolio 10.42% 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 from inception to 30th July 2026

Latest View Points

IRE

AZJ

JBH

SEMI

IKO

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Morning Report

Macro Monday: ASX earnings are being outshone by corporate America

Morning report 17/08/2026

Afternoon Report

The Match Out: ASX falls as retail and banks weigh, gold and copper lift Materials

Afternoon report 17/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

Latest View Points

IRE

AZJ

JBH

SEMI

IKO

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Opinion + Action