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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

5.88%

4DX.AX

-2.58%

ABG.AX

-0.28%

AIS.AX

3.23%

AGL.AX

0.93%

A1M.AX

8.02%

AIZ.AX

-3.57%

AAI.AX

2.63%

ALK.AX

4.77%

A4N.AX

0.92%

ALQ.AX

1.03%

AMC.AX

-2.78%

AOV.AX

-2.45%

AMP.AX

-1.88%

AEL.AX

-0.74%

ALD.AX

1.94%

ASL.AX

2.85%

ANN.AX

-2.59%

ANZ.AX

-0.11%

APA.AX

0.89%

ARU.AX

-2.38%

ARB.AX

-4.51%

ARF.AX

-2.85%

ARG.AX

ALL.AX

-1%

AYA.AX

-1.48%

APZ.AX

0.75%

ASX.AX

-2.15%

ALX.AX

-0.1%

AUB.AX

-0.93%

AIA.AX

1.94%

AXQ.AX

-2.13%

AMI.AX

1.22%

AZJ.AX

-0.67%

AUC.AX

-1.04%

ABB.AX

-3.09%

ASB.AX

-1.65%

AAC.AX

-1.48%

ACL.AX

-3.7%

AEF.AX

-2.92%

AFI.AX

0.44%

AUI.AX

-0.25%

BOQ.AX

0.23%

BMN.AX

5.5%

BCI.AX

1.09%

BPT.AX

-1.13%

BGA.AX

-1.35%

BGL.AX

1.17%

BEN.AX

-2.49%

BNZ.AX

1.2%

BHP.AX

0.55%

BKI.AX

BC8.AX

-0.22%

XYZ.AX

-0.02%

BSL.AX

-1.06%

BMC.AX

2.31%

BOE.AX

3.11%

BXB.AX

-0.15%

BVS.AX

-1.44%

BRE.AX

3.41%

BRG.AX

1.67%

BTR.AX

0.46%

BFL.AX

-1.24%

BWP.AX

-0.4%

CMM.AX

1.41%

CSC.AX

1.1%

CAR.AX

-1.57%

CIN.AX

-1.17%

CYL.AX

0.87%

CAT.AX

-4.96%

CWP.AX

1.03%

CNI.AX

-0.74%

CIP.AX

-1.18%

COF.AX

CHN.AX

0.35%

CGF.AX

-0.52%

CIA.AX

0.84%

CHC.AX

1.02%

CLW.AX

-0.42%

CQR.AX

0.5%

CQE.AX

-0.82%

CNU.AX

0.47%

C79.AX

CVL.AX

-1.05%

CU6.AX

-1.01%

CWY.AX

-0.77%

CUV.AX

-0.57%

CBO.AX

-0.9%

CBE.AX

6.49%

COH.AX

-0.99%

CDA.AX

-0.76%

CGS.AX

2.15%

COL.AX

1.37%

CKF.AX

0.73%

CBA.AX

-0.52%

CPU.AX

-0.34%

CEN.AX

0.13%

CXO.AX

CCP.AX

0.25%

CMW.AX

1.85%

CSL.AX

-0.01%

CCL.AX

1.84%

DBI.AX

-1.21%

DTL.AX

-5.46%

DYL.AX

1.26%

DRR.AX

-0.7%

DVP.AX

5.71%

DXS.AX

-0.34%

DXI.AX

0.41%

DDR.AX

0.43%

DGT.AX

0.99%

DJW.AX

0.66%

DMP.AX

-9.31%

DOW.AX

0.67%

DPM.AX

0.42%

DRO.AX

-11.92%

DUR.AX

1.4%

DNL.AX

-0.13%

APE.AX

0.13%

EBO.AX

-1.73%

EIQ.AX

-0.8%

ELD.AX

-2.09%

EOS.AX

6.43%

ELV.AX

-1.43%

ELS.AX

-3.89%

EHL.AX

1.84%

EMR.AX

1.38%

EDV.AX

-1.75%

EOL.AX

0.41%

EQR.AX

5.33%

EQT.AX

-0.14%

EUR.AX

12.69%

EVN.AX

0.54%

EVT.AX

-0.52%

FDC.AX

1.1%

FCL.AX

-2.16%

FFM.AX

1.05%

FPH.AX

-0.16%

FPR.AX

-0.71%

FBU.AX

-0.15%

FLT.AX

-7.79%

FML.AX

3.32%

FRS.AX

-1.2%

FMG.AX

-1.19%

FRW.AX

0.18%

FGX.AX

FGG.AX

-0.91%

GLF.AX

-0.81%

GDG.AX

-2.44%

GNE.AX

GMD.AX

1.38%

GNP.AX

3.45%

GMG.AX

1.22%

GPT.AX

0.85%

GQG.AX

-7.72%

GNG.AX

6.34%

GNC.AX

-1.6%

GGP.AX

0.81%

G6M.AX

1.25%

GOZ.AX

GCI.AX

0.48%

GYG.AX

-1.3%

GWA.AX

-0.73%

HSN.AX

1.02%

HVN.AX

-0.43%

HGH.AX

-4.17%

HM1.AX

1.68%

HLI.AX

-0.1%

HMC.AX

16.21%

HDN.AX

-1.1%

HUB.AX

-1.46%

IEL.AX

-0.42%

IGO.AX

0.36%

ILU.AX

0.14%

IMD.AX

2.08%

IMR.AX

0.26%

IFT.AX

-0.57%

INA.AX

-7.28%

ING.AX

-0.74%

IAG.AX

-1.34%

IDX.AX

-2.08%

IPG.AX

0.98%

IPX.AX

1.15%

IPH.AX

-0.14%

IRE.AX

-1.76%

JHX.AX

0.09%

JBH.AX

-0.65%

JDO.AX

1.21%

JMS.AX

-0.94%

KAR.AX

-2.27%

KLS.AX

-3.35%

KCN.AX

3.86%

KKC.AX

0.46%

GLS.AX

0.24%

L1G.AX

1.69%

LSF.AX

1.68%

LGF.AX

0.84%

LRV.AX

1.95%

LFS.AX

0.53%

LLC.AX

-1.54%

LFG.AX

-0.29%

360.AX

-1.67%

LIC.AX

1.22%

LNW.AX

0.08%

LIN.AX

0.63%

LTR.AX

-1.03%

LOV.AX

10.67%

LYL.AX

0.23%

LYC.AX

-6.36%

MA1.AX

-2.51%

MAF.AX

-5.48%

MGH.AX

-1.81%

MAH.AX

1.44%

MQG.AX

0.47%

MAQ.AX

1.08%

MAD.AX

-3.02%

MFG.AX

1.67%

MMS.AX

1.18%

MPL.AX

-0.21%

MP1.AX

-0.03%

MCY.AX

1.23%

MEZ.AX

-2.13%

MSB.AX

-0.21%

MLX.AX

3.55%

MTS.AX

1.51%

MEI.AX

-1.09%

MOT.AX

0.62%

MXT.AX

-0.26%

MFF.AX

0.56%

MIN.AX

1.11%

MI6.AX

2.72%

MIR.AX

-0.39%

MGR.AX

-1.07%

MND.AX

0.61%

MYS.AX

-1.47%

NAN.AX

-7.05%

NAB.AX

0.16%

NGI.AX

NWL.AX

-1.62%

NEU.AX

-6.48%

NHC.AX

-0.68%

NMG.AX

2.82%

NEM.AX

1.14%

NWS.AX

-0.37%

NXG.AX

1.62%

NXT.AX

1.51%

NHF.AX

0.29%

NCK.AX

NIC.AX

-0.57%

NEC.AX

7.95%

NST.AX

-2.12%

NWH.AX

0.19%

NUF.AX

-0.32%

NXL.AX

-2.33%

OCL.AX

-3.22%

OML.AX

-1.36%

OPH.AX

1.59%

OBM.AX

3.63%

ORI.AX

0.22%

ORG.AX

0.67%

ORA.AX

-1.49%

PDN.AX

5.18%

PNR.AX

11.95%

PPC.AX

10.22%

PPM.AX

0.52%

PRN.AX

-0.84%

PPT.AX

-0.97%

PCI.AX

0.45%

PRU.AX

10.36%

PXA.AX

-0.68%

PNI.AX

-2.26%

PL8.AX

1.07%

PLS.AX

2.63%

PGF.AX

-0.15%

PNV.AX

-9.91%

PDIDB.AX

1.45%

PMV.AX

-0.89%

PME.AX

-3.15%

PWH.AX

1.52%

PYC.AX

2.88%

QAN.AX

-0.27%

QBE.AX

-1.13%

QAL.AX

-2.76%

QRI.AX

0.98%

RMS.AX

2.52%

RHC.AX

-1.19%

REA.AX

-0.53%

RDX.AX

0.72%

REH.AX

RF1.AX

1.69%

RPL.AX

3.87%

RG1.AX

-1.89%

RGN.AX

REG.AX

0.99%

RRL.AX

2.35%

RWC.AX

-0.36%

RMD.AX

0.75%

RSG.AX

3.44%

SGLLV.AX

0.3%

RIC.AX

-2.45%

RIO.AX

0.66%

RXL.AX

2.54%

RFF.AX

0.51%

RYM.AX

0.88%

SFR.AX

7.42%

SMI.AX

0.89%

STO.AX

-1.47%

SCG.AX

0.98%

SEK.AX

2.07%

SHV.AX

-1.09%

SRV.AX

0.66%

SSM.AX

SGH.AX

-1.2%

SHA.AX

0.42%

SIG.AX

-1.4%

SLX.AX

3.63%

SGM.AX

0.87%

SDR.AX

-8.09%

SKS.AX

0.84%

SKC.AX

0.89%

SIQ.AX

0.63%

SHL.AX

-1.66%

S32.AX

SX2.AX

3.79%

SXE.AX

3.92%

SPK.AX

0.42%

SRG.AX

1.31%

SBM.AX

-0.36%

SMR.AX

-1.74%

SDF.AX

0.09%

SGP.AX

-2.57%

SKG.AX

0.65%

SNZ.AX

SUN.AX

-0.59%

SRL.AX

5.05%

SUL.AX

-2.3%

SLC.AX

-3.1%

SNL.AX

2.52%

SYL.AX

5.09%

TAH.AX

-0.83%

TEA.AX

0.05%

TNE.AX

-1.9%

TLX.AX

-3.22%

TLS.AX

-2.45%

TPW.AX

-3.14%

A2M.AX

0.85%

TLC.AX

-1.74%

SGR.AX

TVN.AX

2.13%

THL.AX

-1.66%

TWR.AX

-0.32%

TPG.AX

TCL.AX

-0.46%

TWE.AX

-0.53%

TUA.AX

2.62%

TCG.AX

-0.63%

TRA.AX

USL.AX

2.89%

UNI.AX

-4.4%

VAU.AX

2.52%

VNT.AX

-3.65%

VCX.AX

-0.4%

VGN.AX

-0.56%

VMM.AX

1.74%

VGL.AX

3.03%

VEA.AX

2.72%

VUL.AX

-1.09%

VSL.AX

2.08%

VYS.AX

4.55%

WA1.AX

1.49%

WGN.AX

-1.08%

WAM.AX

WGB.AX

-1.83%

WLE.AX

SOL.AX

-0.5%

WPR.AX

0.21%

WQG.AX

-0.94%

WEB.AX

-1.08%

WBT.AX

-0.99%

WES.AX

0.28%

WAF.AX

3.55%

WGX.AX

5.98%

WBC.AX

-0.07%

WHF.AX

-0.2%

WHC.AX

-1.65%

WIA.AX

WC8.AX

WTC.AX

-8.09%

WDS.AX

-3.82%

WOW.AX

3.66%

WOR.AX

-8.56%

XRO.AX

-4.74%

YAL.AX

-0.92%

ZIM.AX

0.26%

ZIP.AX

-2.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.15	-0.08	-0.05
SSO ASX Small Caps	15.26	-0.01	-0.07
IVV S&P 500	71.15	-0.25	-0.35
NDQ Nasdaq	59.12	-0.22	-0.37
F100 FTSE 100	15.53	-0.01	-0.06
ASIA Asia Tech	20.19	0.5	2.54
IEU Europe	99.59	0.01	0.01
IEM Emerging Markets	94.91	1.38	1.48
Gold Gold	59.14	-0.29	-0.49
ACDC Battery Tech	127.76	0.79	0.62

COMMODITIES	Close($)	-/+	%
Gold	4,641.64	-14.9498	-0.32
Silver	69.14	0.5006	0.73
Platinum	1,866.08	8.4776	0.46
Palladium	1,342.86	16.4599	1.24
Ice Brent Crude	87.04	-5.13	-5.57
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7180	0.002	0.28
Euro	1.1662	-0.0012	-0.1
British Pound	1.3631	-0.0018	-0.13
Canadian Dollar	1.3860	0.0024	0.17
New Zealand Dollar	0.5955	-0.0019	-0.32
Chinese Yuan	6.7209	0.0006	0.01
Japanese Yen	158.9800	-0.17	-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	0.88	8.02%	141.79%	0.32 0.85
BGL	Bellevue Gold Limited	1.73	1.02%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	68.06	0.57%	56.86%	39.30 68.22
FMG	Fortescue Ltd	17.49	-1.24%	-11.45%	17.44 23.38
NHC	New Hope Corporation Ltd	5.84	-0.68%	33.03%	3.77 6.17
WHC	Whitehaven Coal Limited	8.03	-1.65%	21.25%	5.94 9.90
NEM	Newmont Cdi	186.50	1.14%	0.00%	110.31 190.91
NXG	Nexgen Ene Cdi	15.68	1.62%	0.00%	10.99 20.47
SFR	Sandfire Resources Limited	24.44	7.29%	80.22%	12.02 22.94

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
HMC	Hmc Capital	3.41	16.21
EUR	European Lithium	0.38	12.69
PNR	Pantoro Gold	2.81	11.95
LOV	Lovisa Holdings	27.12	10.67
PRU	Perseus Mining	6.77	10.36
PPC	Peet	2.00	10.22
A1M	Aic Mines	0.88	8.02
NEC	Nine Entertainme	1.05	7.95
SFR	Sandfire Resourc	24.47	7.42
CBE	Cobre	0.41	6.49

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DRO	Droneshield	1.72	-11.92
PNV	Polynovo	0.96	-9.91
DMP	Domino's Pizza E	18.21	-9.31
WOR	Worley	10.15	-8.56
WTC	Wisetech Global	41.79	-8.09
SDR	Siteminder	3.13	-8.09
FLT	Flight Centre Tr	11.95	-7.79
GQG	Gqg Partners Cdi	1.38	-7.72
INA	Ingenia Communit	3.95	-7.28
NAN	Nanosonics	2.84	-7.05

OPINION

Latest Market Matters Opinions

26/08/2026 09:30

Alibaba (ADR: BABA) US$119.44

Alibaba (BABA) shares have come under pressure this week after the Chinese ecommerce and cloud giant announced plans to raise HK$80bn (US$10.2bn) through a new share placement, with the proceeds earmarked entirely for artificial intelligence infrastructure. The placement involves 710 million newly issued ordinary shares at HK$112.70 each and is expected to close today (26 August). Hong Kong-listed shares fell more than 8% on the news, while the ADRs – which we own, were only down around ~1.5%.

26/08/2026 09:30

Emerging Companies Portfolio

The Market Matters Emerging Companies Portfolio targets small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics – Click here to view

ACTION

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Market Matters Content

Portfolio Positioning: Copper stocks set for another big session

Morning report 26/08/2026

Afternoon Report

The Match Out: ASX rises as ARB surges on result, insurers jump on Tokio Marine takeover speculation

Afternoon report 25/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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