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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-4.67%

4DX.AX

2.35%

ABG.AX

-3.49%

AIS.AX

-2.04%

AGL.AX

-1.65%

A1M.AX

1.69%

AIZ.AX

AAI.AX

-0.77%

ALK.AX

A4N.AX

-1.26%

ALQ.AX

-0.43%

AMC.AX

-1.66%

AOV.AX

-1.21%

AMP.AX

-3.46%

ALD.AX

-2.29%

ANN.AX

-1.66%

ANZ.AX

-2.57%

APA.AX

-0.66%

ARU.AX

-2.86%

ARB.AX

-2.7%

ARF.AX

-3.07%

ARG.AX

-1.41%

ALL.AX

-1.35%

AYA.AX

-0.56%

APZ.AX

-3.84%

ASX.AX

-1.2%

ALX.AX

-4.81%

AUB.AX

-1.31%

AIA.AX

0.15%

AXQ.AX

-2.63%

AMI.AX

-6.45%

AZJ.AX

-1.21%

AUC.AX

-1.14%

ABB.AX

-3.15%

ASB.AX

-3.79%

AAC.AX

-0.76%

ACL.AX

-2.98%

AFI.AX

0.3%

AUI.AX

-2.01%

BOQ.AX

-2.65%

BMN.AX

-2.48%

BAP.AX

-4.91%

BCI.AX

-0.81%

BPT.AX

-5.14%

BGA.AX

-2.95%

BGL.AX

-3.4%

BEN.AX

-2.46%

BNZ.AX

-2.34%

BHP.AX

-0.02%

BKI.AX

-1.38%

BC8.AX

-4.11%

XYZ.AX

-0.06%

BSL.AX

-1.77%

BOE.AX

2.4%

BXB.AX

-2.46%

BVS.AX

-1.43%

BRE.AX

BRG.AX

-1.66%

BTR.AX

BFL.AX

-1%

BWP.AX

-1.39%

CMM.AX

-3.22%

CSC.AX

-1.4%

CAR.AX

-2.1%

CIN.AX

CYL.AX

-1.19%

CAT.AX

0.63%

CWP.AX

-2.71%

CNI.AX

-5.53%

CIP.AX

-2.29%

CGF.AX

-2.85%

CIA.AX

-3.41%

CHI.AX

CLW.AX

-1.82%

CHC.AX

-3.21%

CQR.AX

-2.39%

CQE.AX

-3.26%

CNU.AX

-1.1%

C79.AX

0.75%

CVL.AX

0.29%

CU6.AX

0.24%

CWY.AX

-0.77%

CBO.AX

-0.71%

COH.AX

-5.68%

CDA.AX

1.6%

CGS.AX

COL.AX

-2.4%

CKF.AX

-1.49%

CPU.AX

-1.96%

CEN.AX

-0.58%

CXO.AX

-1.56%

CCP.AX

-2.38%

CMW.AX

CSL.AX

-3.12%

CCL.AX

-0.65%

CBA.AX

-0.85%

DBI.AX

-5.45%

DYL.AX

-2.78%

DRR.AX

DVP.AX

-4.22%

DXS.AX

-2.79%

DXI.AX

-1.69%

DDR.AX

1.92%

DGT.AX

-2.51%

DJW.AX

-1.71%

DMP.AX

-1.49%

DOW.AX

-1.03%

DPM.AX

-1.16%

DRO.AX

2.35%

DUR.AX

-1.29%

DNL.AX

-2.8%

APE.AX

-1.2%

EBO.AX

-1.59%

ELD.AX

-1.39%

EOS.AX

-0.89%

ELV.AX

-7.43%

ELS.AX

-2.89%

EHL.AX

-0.41%

EMR.AX

-3.23%

EDV.AX

-1.83%

DTL.AX

14.04%

EQR.AX

9.52%

EQT.AX

EUR.AX

0.64%

EVN.AX

-3.52%

EVT.AX

-1.33%

FDC.AX

-1%

FCL.AX

-4.76%

FFM.AX

-1.8%

FPH.AX

0.35%

FPR.AX

0.22%

FBU.AX

0.53%

FLT.AX

-1.06%

FML.AX

-1.62%

FRS.AX

-1.59%

FMG.AX

-1.06%

FRW.AX

-0.76%

FGX.AX

-0.75%

FGG.AX

GLF.AX

-0.11%

GDG.AX

-0.55%

GNE.AX

-1.48%

GMD.AX

-2.36%

GNP.AX

-0.69%

GMG.AX

-1.51%

GPT.AX

-2.3%

GQG.AX

-0.88%

GNG.AX

-0.91%

GNC.AX

-1.97%

GGP.AX

-2.19%

G6M.AX

-9.09%

GOZ.AX

-1.52%

GCI.AX

-0.25%

GYG.AX

-1.22%

GWA.AX

-2.34%

HSN.AX

1.61%

HVN.AX

-1.41%

HGH.AX

HM1.AX

HLI.AX

-7.14%

HMC.AX

-1.63%

HDN.AX

-2.31%

HUB.AX

-0.17%

IEL.AX

-1.36%

IGO.AX

-1.62%

ILU.AX

-3.65%

IMD.AX

-3.57%

IMR.AX

-1.89%

IFT.AX

-1.36%

INA.AX

-1.96%

ING.AX

-2.13%

IAG.AX

-2.58%

IDX.AX

-1.15%

IPG.AX

-1.96%

IPX.AX

-8.17%

IPH.AX

-1.03%

IRE.AX

-2.74%

JHX.AX

0.36%

JBH.AX

0.13%

JDO.AX

-1.9%

KAR.AX

-4.59%

KLS.AX

7.29%

KCN.AX

-0.91%

KKC.AX

-1.45%

GLS.AX

-0.5%

L1G.AX

-2.36%

LSF.AX

-2.07%

LGF.AX

1.29%

LRV.AX

-2.29%

LFS.AX

0.63%

LLC.AX

2.82%

LFG.AX

-8.12%

360.AX

1.06%

LIC.AX

-1.77%

LNW.AX

-3.36%

LIN.AX

-8.25%

LTR.AX

-14.52%

LOV.AX

-1.27%

LYL.AX

-2.44%

LYC.AX

-7.81%

MA1.AX

-1.3%

MAF.AX

-1.45%

MGH.AX

-1.27%

MAH.AX

-1.34%

MQG.AX

-0.52%

MAQ.AX

-1.96%

MAD.AX

1.07%

MFG.AX

-1.79%

MMS.AX

-0.76%

MPL.AX

-2.27%

MP1.AX

-3.29%

MCY.AX

0.92%

MEZ.AX

-1.14%

MSB.AX

-1.66%

MLX.AX

-1.63%

MTS.AX

-1.37%

MEI.AX

45.59%

MFF.AX

-1.64%

MIN.AX

-3.48%

MI6.AX

-2.57%

MIR.AX

-1.72%

MGR.AX

-2.57%

MND.AX

-0.19%

MYS.AX

-1.11%

NAN.AX

-2.38%

NAB.AX

-2.38%

NGI.AX

-4.38%

NWL.AX

-1.6%

NEU.AX

-0.25%

NHC.AX

-3.45%

NMG.AX

0.71%

NEM.AX

-0.79%

NWS.AX

0.4%

NXG.AX

-0.39%

NXT.AX

-3.28%

NHF.AX

-2.67%

NCK.AX

-2.06%

NIC.AX

-5%

NEC.AX

-1.09%

NST.AX

-3.59%

NWH.AX

-0.87%

NUF.AX

-2.75%

NXL.AX

-2.19%

OCL.AX

-2.33%

OML.AX

-0.3%

OPH.AX

-0.84%

OBM.AX

-2.35%

ORI.AX

-2.05%

ORG.AX

-1.64%

ORA.AX

-3.21%

PDN.AX

-3.9%

PNR.AX

0.17%

PDI.AX

3.79%

PPC.AX

-4.72%

PPM.AX

-3.37%

PRN.AX

-3.07%

PPT.AX

-1.6%

PCI.AX

PRU.AX

-1.24%

PXA.AX

-1.72%

PNI.AX

-1.62%

PL8.AX

0.71%

PLS.AX

-5.05%

PGF.AX

0.94%

PNV.AX

-2.7%

PMV.AX

-1.98%

PME.AX

-1.39%

PWH.AX

-0.39%

PYC.AX

-5.41%

QAN.AX

-2.02%

QBE.AX

-2.31%

QRI.AX

1.05%

QAL.AX

-1.3%

RMS.AX

-1.53%

RHC.AX

-1.75%

REA.AX

-1.66%

RDX.AX

-2.29%

REH.AX

-2.89%

RF1.AX

-0.29%

RG1.AX

-1.95%

RPL.AX

-1.95%

RGN.AX

-2.02%

REG.AX

2.2%

RRL.AX

-4.66%

RWC.AX

RMD.AX

-1.38%

RSG.AX

-3.25%

SGLLV.AX

-0.64%

RIC.AX

-2.15%

RIO.AX

-1.67%

RXL.AX

-0.42%

RFF.AX

-1.66%

RYM.AX

1.7%

SFR.AX

-1.46%

SMI.AX

0.96%

STO.AX

-2.55%

SCG.AX

-2.71%

SEK.AX

-0.83%

SHV.AX

-2.35%

SRV.AX

-2.96%

SSM.AX

-0.21%

SGH.AX

-1.73%

SHA.AX

-1.58%

SIG.AX

-0.58%

SLX.AX

-0.36%

SGM.AX

-1.59%

SDR.AX

-2.93%

SKS.AX

-2.05%

SKC.AX

SIQ.AX

-1.1%

SHL.AX

-2.05%

S32.AX

-1.88%

SX2.AX

-2.32%

SPK.AX

SRG.AX

-0.5%

SBM.AX

-4.52%

SMR.AX

-0.37%

SDF.AX

0.35%

SXE.AX

0.61%

SGP.AX

-3.02%

SKG.AX

-2.25%

SNZ.AX

SUN.AX

-6.56%

SRL.AX

-5.7%

SUL.AX

-1.4%

SLC.AX

-1.95%

SNL.AX

-2%

SYL.AX

-1.47%

TAH.AX

-1.4%

TEA.AX

0.84%

TNE.AX

0.52%

TLX.AX

-1.75%

TLS.AX

-0.41%

TPW.AX

-2%

A2M.AX

-0.9%

TLC.AX

-0.31%

SGR.AX

TWR.AX

-1.54%

TPG.AX

-0.65%

TCL.AX

-1.7%

TWE.AX

-1.37%

TUA.AX

-1.75%

TCG.AX

2.69%

TRA.AX

UNI.AX

-2.23%

VAU.AX

-2.25%

VNT.AX

-1.14%

VCX.AX

-1.27%

VGN.AX

-2.27%

VMM.AX

14.67%

VGL.AX

-2.94%

VEA.AX

-2.04%

VUL.AX

-7.14%

VSL.AX

-3.58%

WA1.AX

-3.81%

WGN.AX

-1.76%

WAM.AX

1.76%

WGB.AX

-0.5%

WLE.AX

-1.92%

SOL.AX

-3.32%

WPR.AX

-2.75%

WQG.AX

-1.44%

WEB.AX

-1.61%

WBT.AX

-2.71%

WES.AX

-0.95%

WAF.AX

-1.01%

WGX.AX

-2.53%

WBC.AX

-2.4%

WHF.AX

-0.42%

WHC.AX

-3.83%

WIA.AX

-2.13%

WTC.AX

-3.48%

WDS.AX

-3.22%

WOW.AX

-2.18%

WOR.AX

-2.16%

XRO.AX

-2.83%

YAL.AX

-6.06%

ZIM.AX

0.14%

ZIP.AX

-2.34%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.05	-4.25	-2.87
SSO ASX Small Caps	14.25	-0.07	-0.49
IVV S&P 500	73.68	0.47	0.64
NDQ Nasdaq	64.32	1.12	1.77
F100 FTSE 100	15.13	-0.08	-0.53
ASIA Asia Tech	21.60	0.23	1.08
IEU Europe	96.25	-1.12	-1.15
IEM Emerging Markets	97.96	0.75	0.77
Gold Gold	55.06	0.31	0.57
ACDC Battery Tech	119.79	-0.61	-0.51

COMMODITIES	Close($)	-/+	%
Gold	4,183.21	27.2199	0.65
Silver	61.23	0.8274	1.37
Platinum	1,722.52	16.27	0.95
Palladium	1,215.51	11.3956	0.95
Ice Brent Crude	103.50	0.91	0.89
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6946	0.0003	0.04
Euro	1.1314	-0.0014	-0.12
British Pound	1.3243	-0.0022	-0.17
Canadian Dollar	1.4245	0.0017	0.12
New Zealand Dollar	0.5620	-0.0011	-0.2
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	158.2500	0.89	0.57

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.91	1.69%	128.21%	0.40 0.94
BGL	Bellevue Gold Limited	1.57	-3.4%	43.24%	1.06 2.00
BHP	Bhp Group Ltd	60.75	-0.12%	43.00%	40.18 68.77
FMG	Fortescue Ltd	16.26	-1.13%	-11.99%	16.14 23.38
NHC	New Hope Corporation Ltd	5.74	-3.53%	51.79%	3.77 6.61
WHC	Whitehaven Coal Limited	7.41	-3.89%	17.00%	6.33 9.90
NEM	Newmont Cdi	166.10	-0.81%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.85	-0.39%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.54	-1.51%	53.26%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MEI	Meteoric Resourc	0.25	45.59
VMM	Viridis Mining A	3.83	14.67
DTL	Energy Act	12.67	14.04
EQR	Eq Resources	0.46	9.52
KLS	Kelsian Group	4.20	7.29
PDI	Pdi Gold	5.07	3.79
LLC	Lendlease Group	2.74	2.82
TCG	Turaco Gold	0.86	2.69
BOE	Boss Energy	1.50	2.4
4DX	4dmedical	4.35	2.35

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
LTR	Liontown	0.80	-14.52
G6M	Group 6 Metals L	3.10	-9.09
LIN	Lindian Rsc Fpo	0.45	-8.25
IPX	Iperionx	2.31	-8.17
LFG	Liberty Financia	3.17	-8.12
LYC	Lynas Rare Earth	12.75	-7.81
ELV	Elevra Lth Fpo	5.23	-7.43
VUL	Vulcan Energy	1.72	-7.14
HLI	Helia Group	4.94	-7.14
SUN	Suncorp Grou	18.66	-6.56

OPINION

Latest Market Matters Opinions

01/10/2026 09:30

The Bottom Line

We continue to look for a recovery by the ASX 200 back above 9000, led by the rate-sensitive and underperforming stocks although the banks and miners will need to join the party.

01/10/2026 09:29

We sold JBH in August after the trading update for July showed a decent slowdown in like-for-like sales growth, which led to negative earnings revisions. However, as we’ve discussed earlier if markets are pricing in the worst case scenario for interest rates and the Australian consumer JBH is well positioned moving into the Christmas period. This remains a premium retailer which is trading well below its 2025 and 2026 highs.

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What Matters Today: Can the RBA and CPI light a fuse under rate-sensitive stocks?

Morning report 01/10/2026

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Afternoon report 30/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

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