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OPINION
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ANALYSIS

Market Analysis

29M.AX

9.72%

4DX.AX

7.54%

ABG.AX

-2.55%

ASK.AX

2.64%

AIS.AX

8.86%

A1G.AX

7.22%

AGL.AX

-2.64%

AIZ.AX

6.67%

AAI.AX

3.33%

ALK.AX

10.61%

A4N.AX

7.02%

ALQ.AX

7.05%

AMC.AX

3.17%

AOV.AX

-0.15%

AMP.AX

3.56%

AEL.AX

-3.23%

ALD.AX

-3.92%

ANN.AX

ANZ.AX

2.9%

APA.AX

-2.3%

ARU.AX

-1.67%

ARB.AX

4.81%

ARF.AX

0.3%

ARG.AX

2.3%

ALL.AX

3.42%

AYA.AX

25.4%

APZ.AX

6.56%

ASX.AX

2.05%

ALX.AX

0.94%

AUB.AX

0.66%

AIA.AX

3.18%

AZJ.AX

AUC.AX

11.24%

ABB.AX

2.22%

ASB.AX

5.99%

AAC.AX

1.89%

AEF.AX

4.81%

AFG.AX

1.37%

AFI.AX

2.7%

AUI.AX

3.82%

ASG.AX

4.08%

BOQ.AX

-0.69%

BMN.AX

8.38%

BCI.AX

1.28%

BPT.AX

-7.31%

BGA.AX

1.98%

BGL.AX

18.85%

BEN.AX

1.45%

BNZ.AX

10.42%

BHP.AX

3.04%

BKI.AX

1.46%

BC8.AX

16.75%

XYZ.AX

4.35%

BSL.AX

1.88%

BOE.AX

7.77%

BXB.AX

1.75%

BVS.AX

6.94%

BRE.AX

12.56%

BRG.AX

4.76%

BFL.AX

-0.75%

BWP.AX

2.2%

CMM.AX

9.28%

CSC.AX

9.11%

CAR.AX

6.85%

CIN.AX

2.8%

CYL.AX

11%

CAT.AX

10.48%

CWP.AX

6.84%

CNI.AX

1.64%

CIP.AX

1.04%

COF.AX

CHN.AX

12.29%

CGF.AX

2.48%

CIA.AX

0.91%

CHI.AX

CHC.AX

3.95%

CLW.AX

1.2%

CQR.AX

1.37%

CQE.AX

0.78%

CNU.AX

0.25%

C79.AX

4.47%

CVL.AX

4.23%

CU6.AX

6.56%

CWY.AX

3.02%

CBO.AX

COH.AX

2.24%

CDA.AX

6.85%

COL.AX

-1.3%

CKF.AX

6.41%

CBA.AX

1.85%

CPU.AX

3.09%

CEN.AX

-0.38%

CXO.AX

5.36%

CRN.AX

4.55%

CCP.AX

2.69%

CMW.AX

CSL.AX

1.33%

CCL.AX

3.47%

DBI.AX

DTL.AX

5.51%

DTR.AX

12.2%

DYL.AX

5.9%

DRR.AX

1.71%

DVP.AX

10.92%

DXS.AX

DXI.AX

2.21%

DDR.AX

3.25%

DGT.AX

5.85%

DUI.AX

2.79%

DJW.AX

1.74%

DMP.AX

5.51%

DOW.AX

3.05%

DPM.AX

7.41%

DRO.AX

-13.53%

DUR.AX

0.72%

DNL.AX

2.14%

APE.AX

1.14%

EBO.AX

-0.58%

EIQ.AX

1.69%

ELD.AX

2.71%

EOS.AX

4.87%

ELV.AX

4.26%

ELS.AX

2.66%

EHL.AX

0.78%

EMR.AX

8.13%

EDV.AX

2.5%

ERA.AX

-14.29%

EQR.AX

EQT.AX

1.29%

EVN.AX

9.99%

EVT.AX

-0.07%

FCL.AX

4.68%

FFM.AX

18.37%

FPH.AX

3.23%

FPR.AX

3.25%

FBU.AX

4.96%

FLT.AX

7.3%

FML.AX

15.77%

FRS.AX

3.09%

FMG.AX

1.74%

FRW.AX

FGX.AX

3.79%

FGG.AX

3.62%

GLN.AX

7.69%

GLF.AX

4.29%

GDG.AX

10.54%

GNE.AX

1.67%

GMD.AX

9.78%

GTK.AX

3.16%

GNP.AX

5.41%

GMG.AX

7.05%

GPT.AX

3.38%

GQG.AX

0.85%

GNG.AX

3.76%

GNC.AX

0.3%

GGP.AX

14%

GOZ.AX

1.44%

GCI.AX

GYG.AX

12.38%

GWA.AX

0.47%

HSN.AX

2.28%

HVN.AX

3.37%

HGH.AX

HM1.AX

2.47%

HLI.AX

-1.12%

HMC.AX

0.82%

HDN.AX

0.42%

HUB.AX

10.99%

IEL.AX

0.24%

IGO.AX

0.85%

ILU.AX

4.03%

IMD.AX

4.16%

IMR.AX

5.43%

IFT.AX

3.04%

INA.AX

3.05%

ING.AX

IFL.AX

0.63%

IAG.AX

-1.1%

IDX.AX

1.77%

IPG.AX

4.58%

IPX.AX

10.22%

IPH.AX

3.28%

IRE.AX

3.49%

JHX.AX

6.2%

JBH.AX

5.44%

JDO.AX

8.52%

JIN.AX

6.33%

JMS.AX

1.82%

KAR.AX

-13.07%

KLS.AX

5.29%

KCN.AX

15.56%

KKC.AX

GLS.AX

9.36%

L1G.AX

14.08%

LSF.AX

3.99%

LRV.AX

17.76%

LFS.AX

1.1%

LLC.AX

4.1%

LFG.AX

-0.84%

360.AX

11.88%

LIC.AX

5.24%

LNW.AX

3.37%

LIN.AX

10.13%

LTR.AX

8.41%

LOV.AX

12.23%

LYL.AX

3.11%

LYC.AX

5.57%

MA1.AX

-0.26%

MAF.AX

6.67%

MGH.AX

4.34%

MAH.AX

11.41%

MQG.AX

5.61%

MAQ.AX

6.04%

MAD.AX

3.98%

MFG.AX

3.97%

MAU.AX

3.17%

MMS.AX

5.55%

MPL.AX

-0.45%

MEK.AX

5.71%

MP1.AX

4.5%

MCY.AX

0.19%

MEZ.AX

-2.59%

MSB.AX

1.76%

MTM.AX

12.4%

MLX.AX

9.81%

MTS.AX

1.01%

MOT.AX

MXT.AX

1.59%

MFF.AX

2.81%

MIN.AX

6.81%

MI6.AX

6.57%

MIR.AX

4.65%

MGR.AX

2.32%

MND.AX

4.12%

MYR.AX

3.45%

MYS.AX

NAN.AX

5.16%

NAB.AX

3.85%

NSR.AX

0.36%

NGI.AX

3.85%

NWL.AX

10.04%

NEU.AX

5.69%

NHC.AX

-9.4%

NMG.AX

NEM.AX

4.56%

NWS.AX

0.64%

NXG.AX

4.65%

NXT.AX

4.76%

NHF.AX

0.94%

NCK.AX

5.01%

NIC.AX

4.32%

NEC.AX

2.02%

NST.AX

7.07%

NWH.AX

8.45%

NUF.AX

4.48%

OCL.AX

6.3%

OML.AX

3.74%

OPH.AX

5.6%

OBM.AX

14.72%

ORI.AX

4.74%

ORG.AX

-5.71%

ORA.AX

3.13%

PDN.AX

8.54%

PNR.AX

9.52%

PPC.AX

-0.26%

PPM.AX

4.82%

PRN.AX

PPT.AX

2.43%

PCI.AX

1.89%

PRU.AX

5.2%

PXA.AX

1.31%

PNI.AX

7.11%

PL8.AX

3.05%

PLS.AX

1.73%

PGF.AX

2.81%

PNV.AX

5.41%

PDI.AX

11.7%

PMV.AX

5.33%

PME.AX

8.28%

PFP.AX

2.05%

PWH.AX

6.01%

PYC.AX

8.92%

QAN.AX

9.42%

QBE.AX

1.32%

QAL.AX

4.49%

QRI.AX

0.32%

QUB.AX

1.01%

RMS.AX

9.63%

RHC.AX

2.88%

REA.AX

4.22%

RDX.AX

REH.AX

6.79%

RF1.AX

1.18%

RPL.AX

3.5%

RG1.AX

2.21%

RGN.AX

-0.44%

REG.AX

3.13%

RRL.AX

7.59%

RWC.AX

3.68%

RMD.AX

1.76%

RSG.AX

4.88%

SGLLV.AX

-3.22%

RIC.AX

3.4%

RIO.AX

4.35%

RXR.AX

11.37%

RXL.AX

9.2%

RFF.AX

1.79%

RYM.AX

1.69%

SFR.AX

9.81%

SMI.AX

5.04%

STO.AX

-4.08%

SCG.AX

2.37%

SEK.AX

7.7%

SHV.AX

2.56%

SRV.AX

2.87%

SSM.AX

-0.5%

SGH.AX

4.8%

SHA.AX

5.08%

SIG.AX

1.12%

SLX.AX

12.24%

SGM.AX

7.75%

SDR.AX

12.5%

SKS.AX

6.76%

SKC.AX

3.57%

SIQ.AX

2.12%

SHL.AX

3.39%

S32.AX

0.44%

SX2.AX

3.61%

SXE.AX

10.45%

SPK.AX

1.98%

SRG.AX

SBM.AX

9.45%

SGQ.AX

SMR.AX

1.12%

SDF.AX

0.95%

SGP.AX

1.51%

STK.AX

7.5%

SNZ.AX

1.89%

SUN.AX

1.41%

SRL.AX

5.79%

SUL.AX

2.57%

SLC.AX

0.31%

SNL.AX

4.05%

SYL.AX

7.14%

TAH.AX

3.7%

TEA.AX

3.93%

TNE.AX

6.79%

TLX.AX

2.72%

TLS.AX

-1.11%

TPW.AX

13.33%

A2M.AX

1.09%

TLC.AX

1.47%

SGR.AX

8.7%

TVN.AX

4.76%

TWR.AX

2.51%

TPG.AX

-0.25%

TCL.AX

1.53%

TWE.AX

5.56%

TUA.AX

6.09%

TCG.AX

5.74%

TRA.AX

UNI.AX

2.23%

VAU.AX

7.84%

VNT.AX

1.73%

VCX.AX

2.93%

VGN.AX

11.74%

VEA.AX

-8.33%

VUL.AX

8.41%

VSL.AX

7.99%

WA1.AX

7.68%

WGN.AX

-2.88%

WAM.AX

2.67%

WGB.AX

3.62%

WLE.AX

1.44%

SOL.AX

2.09%

WPR.AX

0.85%

WEB.AX

8.24%

WBT.AX

10.32%

WES.AX

3.3%

WAF.AX

3.05%

WGX.AX

10.23%

WBC.AX

2.82%

WHF.AX

WHC.AX

-5.3%

WIA.AX

10.34%

WC8.AX

2.67%

WTC.AX

10.7%

WDS.AX

-10.45%

WOW.AX

-1.97%

WOR.AX

2.53%

XRO.AX

6.54%

YAL.AX

-9.21%

ZIM.AX

6.44%

ZIP.AX

19.46%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.56	3.94	2.71
SSO ASX Small Caps	16.09	0.5	3.21
IVV S&P 500	64.03	0.71	1.12
NDQ Nasdaq	52.20	0.96	1.87
F100 FTSE 100	15.25	0.15	0.99
ASIA Asia Tech	15.91	0.99	6.64
IEU Europe	100.34	2.51	2.57
IEM Emerging Markets	86.35	3.21	3.86
Gold Gold	62.55	1.12	1.82
ACDC Battery Tech	155.35	6.67	4.49

COMMODITIES	Close($)	-/+	%
Gold	4,732.62	30.1151	0.64
Silver	75.18	2.2536	3.09
Platinum	2,055.70	98.1478	5.01
Palladium	1,577.74	108.1707	7.36
Ice Brent Crude	103.42	-6.35	-5.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7051	0.0076	1.09
Euro	1.1674	0.0082	0.71
British Pound	1.3418	0.0128	0.96
Canadian Dollar	1.3840	-0.0046	-0.33
New Zealand Dollar	0.5828	0.0098	1.71
Chinese Yuan	6.8287	-0.028	-0.41
Japanese Yen	158.4300	-1.16	-0.73

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.59	7.34%	84.75%	0.29 0.75
BGL	Bellevue Gold Ltd	1.86	18.85%	36.68%	0.78 2.00
BHP	Bhp Group Ltd	54.53	3.04%	53.08%	34.73 59.39
FMG	Fortescue Ltd	21.04	1.74%	44.41%	14.31 23.38
NHC	New Hope Corporation Ltd	5.30	-9.4%	71.55%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.57	-5.3%	108.05%	4.61 9.90
NEM	Newmont Cdi	171.45	4.56%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.12	4.65%	0.00%	6.92 20.47
SFR	Sandfire Resources Ltd	18.14	9.81%	96.20%	8.81 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	3.90	25.4
ZIP	Zip Co	2.00	19.46
BGL	Bellevue Gold	1.86	18.85
FFM	Firefly Metals	2.03	18.37
LRV	Larvotto Resourc	1.26	17.76
BC8	Black Cat Syndic	1.22	16.75
FML	Focus Minerals L	2.79	15.77
KCN	Kingsgate Consol	5.20	15.56
OBM	Ora Banda Mining	1.33	14.72
L1G	L1 Group	1.18	14.08

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-14.29
DRO	Droneshield	3.45	-13.53
KAR	Karoon Energy Lt	1.90	-13.07
WDS	Woodside Energy	32.06	-10.45
NHC	New Hope Corpora	5.30	-9.4
YAL	Yancoal Australi	7.49	-9.21
VEA	Viva Energy Grp	2.42	-8.33
BPT	Beach Energy	1.21	-7.31
ORG	Origin Energy	12.06	-5.71
WHC	Whitehaven Coal	8.57	-5.3

OPINION

Latest Market Matters Opinions

08/04/2026 16:42

Broker Moves

• Lovisa Raised to Buy at UBS; PT A$26 • Guzman y Gomez Raised to Overweight at JPMorgan; PT A$22.50

08/04/2026 16:42

The ASX 200 posted its best session in almost a year today after the US and Iran agreed to a two-week ceasefire, triggering a sharp unwind of the war risk premium that has dominated markets over the past six weeks.

ACTION

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Market Matters Content

Portfolio Positioning: Does MM like iron ore exposure across all of our portfolios?

Morning report 08/04/2026

Afternoon Report

The Match Out: Tech jumps, Energy plummets as ASX rips higher on Middle East ceasefire

Afternoon report 08/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

NEM

CIA

VALE US

FMG

BHP

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Morning Report

Portfolio Positioning: Does MM like iron ore exposure across all of our portfolios?

Morning report 08/04/2026

Afternoon Report

The Match Out: Tech jumps, Energy plummets as ASX rips higher on Middle East ceasefire

Afternoon report 08/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

NEM

CIA

VALE US

FMG

BHP

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Opinion + Action