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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-9.46%

4DX.AX

3.52%

ABG.AX

-0.95%

ASK.AX

-2.5%

AX1.AX

-2.22%

AGL.AX

-0.22%

AIZ.AX

1.39%

AAI.AX

-2.91%

ALK.AX

-10.53%

A4N.AX

ALQ.AX

-5.06%

AMC.AX

-1.97%

AOV.AX

-2.57%

AMP.AX

-2.4%

AEL.AX

ALD.AX

4.6%

ANN.AX

-3.8%

ANZ.AX

-0.3%

APA.AX

1.06%

ARU.AX

-1.85%

ARB.AX

-2%

ARF.AX

-2.66%

ARG.AX

-0.9%

ALL.AX

-0.36%

APZ.AX

-4.1%

ASX.AX

0.02%

ALX.AX

-1.93%

AUB.AX

-3.05%

AIA.AX

-3.04%

AZJ.AX

-1.5%

AUC.AX

-6%

ABB.AX

-1.44%

ASB.AX

-3.82%

AAC.AX

-1.15%

AFI.AX

-1.35%

AUI.AX

-0.09%

ASG.AX

-3.46%

BOQ.AX

BMN.AX

-4.57%

BCI.AX

-3.9%

BPT.AX

4.05%

BGA.AX

-2.09%

BGL.AX

-8.41%

BEN.AX

-0.2%

BNZ.AX

-15.5%

BHP.AX

-3.47%

BKI.AX

-0.58%

BC8.AX

-11.21%

XYZ.AX

-3.48%

BSL.AX

-2.86%

BOE.AX

-6.75%

BXB.AX

0.36%

BVS.AX

-6.67%

BRE.AX

-10%

BRG.AX

-2.72%

BGP.AX

3.38%

BFL.AX

BWP.AX

-3.43%

CMM.AX

-9.34%

CSC.AX

-8.15%

CAR.AX

-1.86%

CIN.AX

-0.28%

CYL.AX

-8.86%

CAT.AX

-1.47%

CWP.AX

-3.14%

CNI.AX

-3.38%

CIP.AX

-4.21%

COF.AX

-2.53%

CHN.AX

-10.37%

CGF.AX

-1.86%

CIA.AX

-1.86%

CHC.AX

-1.43%

CLW.AX

-3.06%

CQR.AX

-3.79%

CQE.AX

CNU.AX

-0.51%

C79.AX

-5.28%

CVL.AX

-2.53%

CU6.AX

-3.61%

CWY.AX

-4.53%

CBO.AX

3.4%

COH.AX

-3.25%

CDA.AX

-0.86%

COL.AX

1.52%

CKF.AX

-3.93%

CBA.AX

0.15%

CPU.AX

-2.2%

CEN.AX

3.5%

CXO.AX

-4.55%

CCP.AX

-3.87%

CMW.AX

-2.44%

CSL.AX

-2.45%

CCL.AX

-3.05%

DBI.AX

-2.2%

DTL.AX

-0.57%

DTR.AX

-4.95%

DYL.AX

-4.34%

DRR.AX

-2.51%

DVP.AX

-5.39%

DXS.AX

-2.13%

DXI.AX

-1.24%

DDR.AX

-3.7%

DGT.AX

-4.34%

DUI.AX

-0.79%

DJW.AX

-1.39%

DMP.AX

-2.44%

DOW.AX

0.26%

DPM.AX

-7.24%

DRO.AX

-5.18%

DUR.AX

-0.44%

DNL.AX

-1.92%

APE.AX

-3.32%

EBO.AX

-3.05%

ELD.AX

-1.92%

EOS.AX

-0.52%

ELV.AX

-4.29%

ELS.AX

-2.41%

EHL.AX

-2.09%

EMR.AX

-10.65%

EDV.AX

-1.07%

ERA.AX

-12.5%

EQR.AX

-8.62%

EQT.AX

5.92%

EVN.AX

-9.56%

EVT.AX

-1.13%

FCL.AX

-5.26%

FFM.AX

-9.54%

FPH.AX

-3.7%

FPR.AX

-3.94%

FBU.AX

-1.79%

FLT.AX

-2.45%

FML.AX

-7.25%

FMG.AX

-3.35%

FRW.AX

0.55%

FGX.AX

-1.14%

FGG.AX

0.95%

GLF.AX

-0.4%

GDG.AX

-3.05%

GNE.AX

2.77%

GMD.AX

-10.7%

GTK.AX

-3.4%

GNP.AX

-3.13%

GMG.AX

-2.63%

GPT.AX

-1.5%

GQG.AX

-1.49%

GNG.AX

-3.23%

GNC.AX

-0.16%

GGP.AX

-9.99%

GOZ.AX

-1.37%

GCI.AX

-0.5%

GYG.AX

-6.74%

GWA.AX

1.39%

HSN.AX

-4.97%

HVN.AX

-2.1%

HGH.AX

3.55%

HM1.AX

-2.12%

HLI.AX

0.84%

HMC.AX

-2.92%

HDN.AX

-3.23%

HUB.AX

-2.13%

IEL.AX

-2.23%

IGO.AX

-4.76%

ILU.AX

-4.98%

IMD.AX

-5.03%

IMR.AX

-2.15%

IFT.AX

-0.99%

INA.AX

-4.57%

ING.AX

-0.27%

IFL.AX

IAG.AX

0.28%

IDX.AX

-1.67%

IPX.AX

-12.1%

IPH.AX

-2.36%

IRE.AX

-1.28%

JHX.AX

-2.27%

JBH.AX

-2.35%

JDO.AX

-0.66%

JMS.AX

KAR.AX

5.51%

KLS.AX

-1.27%

KCN.AX

-11.39%

KKC.AX

0.96%

GLS.AX

0.29%

L1G.AX

-7%

LSF.AX

-5.74%

LRV.AX

-7.41%

LFS.AX

3.59%

LLC.AX

-3.45%

LFG.AX

-1.42%

360.AX

-2.62%

LIC.AX

-3.32%

LNW.AX

-1.07%

LIN.AX

-4.46%

LTR.AX

-6.77%

LOV.AX

-2.36%

LYL.AX

0.93%

LYC.AX

-2.06%

MA1.AX

0.26%

MAF.AX

-6.05%

MGH.AX

-1.85%

MAH.AX

-3.08%

MQG.AX

-0.65%

MAQ.AX

-0.88%

MAD.AX

-1.19%

MFG.AX

-1.82%

MAU.AX

-3.36%

MMS.AX

-0.21%

MPL.AX

0.93%

MP1.AX

-2.49%

MCY.AX

1.56%

MEZ.AX

-0.87%

MSB.AX

-0.96%

MLX.AX

-5.18%

MTS.AX

-2.05%

MOT.AX

-0.59%

MXT.AX

-1.29%

MFF.AX

-0.22%

MIN.AX

-5.3%

MI6.AX

-10.45%

MIR.AX

-0.78%

MGR.AX

-2.96%

MND.AX

-2.21%

MYR.AX

MYS.AX

1.39%

NAN.AX

-1.45%

NAB.AX

-1.29%

NSR.AX

NGI.AX

-1.91%

NWL.AX

-1.74%

NEU.AX

-1.74%

NHC.AX

5.33%

NEM.AX

-5.78%

NWS.AX

0.31%

NXG.AX

-3.76%

NXT.AX

-2.41%

NHF.AX

-0.66%

NCK.AX

-1.83%

NIC.AX

-4.32%

NEC.AX

-1.16%

NST.AX

-9.5%

NWH.AX

-3.2%

NUF.AX

-1.29%

OCL.AX

-4.49%

OML.AX

-1.58%

OPH.AX

-3.6%

OBM.AX

-14.09%

ORI.AX

-2.64%

ORG.AX

0.09%

ORA.AX

-2.54%

PDN.AX

-4.57%

PNR.AX

-11.31%

PPC.AX

-5.15%

PPM.AX

-0.8%

PRN.AX

-5.5%

PPT.AX

-2.22%

PCI.AX

-2.31%

PRU.AX

-8.11%

PXA.AX

-2.13%

PNI.AX

-5.43%

PL8.AX

-1.06%

PLS.AX

-10.02%

PGF.AX

-3.38%

PNV.AX

-2.67%

PDI.AX

-5.88%

PMV.AX

-2.11%

PME.AX

-2.15%

PFP.AX

-0.48%

PWH.AX

-2.39%

PYC.AX

-2.15%

QAN.AX

-3.44%

QBE.AX

0.24%

QAL.AX

-3.59%

QRI.AX

QUB.AX

-1.21%

RAC.AX

21.85%

RMS.AX

-10.64%

RHC.AX

-2.3%

REA.AX

-2.25%

RDX.AX

REH.AX

-1.41%

RF1.AX

-1.5%

RPL.AX

-3.5%

RG1.AX

-0.91%

RGN.AX

-0.91%

REG.AX

-4.04%

RRL.AX

-9.79%

RWC.AX

-0.32%

RMD.AX

-1.82%

RSG.AX

-7.09%

SGLLV.AX

-7.14%

RIC.AX

-1.49%

RIO.AX

-3.22%

RXR.AX

-6.49%

RXL.AX

-10.58%

RFF.AX

-4.25%

RYM.AX

-0.27%

SFR.AX

-5.98%

SMI.AX

-3.14%

STO.AX

3.22%

SCG.AX

-3.06%

SEK.AX

-3.03%

SHV.AX

-3.28%

SRV.AX

-2.57%

SSM.AX

-1.5%

SGH.AX

-1.91%

SHA.AX

-2.78%

SIG.AX

-0.75%

SLX.AX

-3.57%

SGM.AX

2.61%

SDR.AX

-3.88%

SKC.AX

-2.33%

SIQ.AX

-1.83%

SHL.AX

-1.11%

S32.AX

-3.11%

SX2.AX

-6.53%

SXE.AX

-1.96%

SPK.AX

-5.82%

SRG.AX

2.1%

SBM.AX

-7.5%

SMR.AX

-6.23%

SDF.AX

-0.49%

SGP.AX

-2.23%

SNZ.AX

-2.83%

SUN.AX

0.71%

SRL.AX

-11.17%

SUL.AX

-3.92%

SLC.AX

-1.88%

SNL.AX

-1.94%

SYL.AX

-1.59%

TAH.AX

-2.49%

TEA.AX

3.12%

TNE.AX

-0.69%

TLX.AX

0.16%

TLS.AX

0.38%

TPW.AX

-2.25%

A2M.AX

-2.07%

TLC.AX

-0.92%

SGR.AX

-8%

TWR.AX

TPG.AX

0.25%

TCL.AX

-2.8%

TWE.AX

-3.37%

TUA.AX

-2.72%

TCG.AX

-4.62%

UNI.AX

-2.25%

VAU.AX

-10.61%

VNT.AX

0.71%

VCX.AX

-0.42%

VGN.AX

-3.73%

VEA.AX

15.17%

VUL.AX

-2.61%

VSL.AX

-3.85%

WA1.AX

-4.54%

WGN.AX

-1.41%

WAM.AX

WGB.AX

0.46%

WLE.AX

SOL.AX

-0.64%

WPR.AX

-1.61%

WEB.AX

-0.71%

WBT.AX

1.01%

WES.AX

-2.09%

WAF.AX

-4.62%

WGX.AX

-12.8%

WBC.AX

-0.96%

WHF.AX

-0.39%

WHC.AX

2.29%

WIA.AX

-12.87%

WTC.AX

-7.02%

WDS.AX

7.19%

WOW.AX

WOR.AX

2.95%

XRO.AX

-3.04%

YAL.AX

6.78%

ZIM.AX

-4.34%

ZIP.AX

-5.13%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.15	-2.4	-1.65
SSO ASX Small Caps	15.40	-0.29	-1.85
IVV S&P 500	62.73	-0.44	-0.7
NDQ Nasdaq	51.15	-0.47	-0.91
F100 FTSE 100	14.48	-0.21	-1.43
ASIA Asia Tech	15.47	-0.24	-1.53
IEU Europe	94.54	-1.57	-1.63
IEM Emerging Markets	82.71	-1.34	-1.59
Gold Gold	63.04	-1.18	-1.84
ACDC Battery Tech	138.64	-2.15	-1.53

COMMODITIES	Close($)	-/+	%
Gold	4,608.60	-209.0299	-4.34
Silver	71.19	-4.1703	-5.53
Platinum	1,949.67	-73.4322	-3.63
Palladium	1,441.61	-33.7325	-2.29
Ice Brent Crude	109.65	6.23	6.02
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7056	0.0034	0.48
Euro	1.1553	0.0103	0.9
British Pound	1.3400	0.0146	1.1
Canadian Dollar	1.3734	0.0002	0.01
New Zealand Dollar	0.5848	0.0054	0.93
Chinese Yuan	6.8998	0.0272	0.4
Japanese Yen	157.8700	-1.96	-1.23

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.49	-9.35%	42.67%	0.28 0.75
BGL	Bellevue Gold Ltd	1.47	-8.41%	21.13%	0.78 2.00
BHP	Bhp Group Ltd	48.35	-3.47%	26.43%	33.25 59.39
FMG	Fortescue Ltd	19.04	-3.35%	18.25%	13.18 23.38
NHC	New Hope Corporation Ltd	5.53	5.33%	30.27%	3.33 5.54
WHC	Whitehaven Coal Ltd	8.95	2.29%	49.83%	4.26 9.59
NEM	Newmont Cdi	146.25	-5.78%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.40	-3.76%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.72	-5.98%	48.23%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
RAC	Racura Oncology	2.90	21.85
VEA	Viva Energy Grp	2.43	15.17
WDS	Woodside Energy	33.70	7.19
YAL	Yancoal Australi	8.03	6.78
EQT	Eqt Holdings	19.86	5.92
KAR	Karoon Energy Lt	2.01	5.51
NHC	New Hope Corpora	5.53	5.33
ALD	Ampol	32.97	4.6
BPT	Beach Energy	1.29	4.05
LFS	Latitude Group	1.01	3.59

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	2.18	-15.5
OBM	Ora Banda Mining	1.28	-14.09
WIA	Wia Gold	0.44	-12.87
WGX	Westgold Resourc	5.38	-12.8
ERA	Energy Resources	0.00	-12.5
IPX	Iperionx	3.56	-12.1
KCN	Kingsgate Consol	5.68	-11.39
PNR	Pantoro Gold	3.45	-11.31
BC8	Black Cat Syndic	1.03	-11.21
SRL	Sunrise Energy	7.87	-11.17

OPINION

Latest Market Matters Opinions

19/03/2026 17:03

What Mattered Today

he ASX 200 fell sharply today, the damage felt heavily in the resources with gold miners hit hardest as bullion dropped overnight on stronger USD following the Fed’s interest rate hold, while rate-sensitive growth and property stocks continued to struggle in the higher-for-longer rate environment.

19/03/2026 16:38

Broker Moves

• Woodside Energy Cut to Neutral at Evans & Partners Pty Ltd • Sims Raised to Neutral at Jarden Securities; PT A$21.50 • Region Group Raised to Buy at UBS; PT A$2.40 • BWP Property Cut to Neutral at UBS; PT A$3.89 • Scentre Group Cut to Sell at UBS; PT A$3.50 • Sims Raised to Outperform at RBC; PT A$25.50

ACTION

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Market Matters Content

What Matters Today: 5 Major takeaways from March’s BofA Fund Managers survey

Morning report 19/03/2026

Afternoon Report

The Match Out: Gold under pressure, energy soars as ASX takes a hit

Afternoon report 19/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Thoughts on PE1 as a vehicle to get exposure to SpaceX

With rising chatter over the likely public listing of SpaceX is MM keen to get exposure to what may be the largest ipo in history! If so do you see PE1, Pengana Private Equity Trust as a good vehicle to gain exposure? I’ve read that SpaceX is now 14% of the fund but is otherwise diversified across 550 private companies also including Anthropic and OpenAi, other ipo likely exciting candidates.

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

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