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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

0.25%

ABG.AX

1.47%

ASK.AX

0.35%

AGL.AX

1.15%

AIZ.AX

AAI.AX

2.45%

ALK.AX

-1.67%

A4N.AX

3.17%

ALQ.AX

0.38%

AMC.AX

0.26%

AOV.AX

-2.18%

AMP.AX

0.34%

AEL.AX

-2.28%

ALD.AX

1.85%

ANN.AX

-0.42%

ANZ.AX

-2.84%

APA.AX

1.55%

ARU.AX

ARB.AX

0.54%

ARF.AX

2.11%

ARG.AX

0.57%

ALL.AX

0.99%

AYA.AX

2.27%

APZ.AX

1.26%

ASX.AX

1.28%

ALX.AX

AUB.AX

-0.78%

AIA.AX

1.64%

AZJ.AX

2.4%

ABB.AX

-0.19%

ASB.AX

2.18%

AAC.AX

-0.38%

AFG.AX

1.01%

AFI.AX

0.3%

AUI.AX

-0.18%

ASG.AX

1.65%

BOQ.AX

-0.89%

BMN.AX

3.73%

BCI.AX

BPT.AX

-0.43%

BGA.AX

1.45%

BGL.AX

1.01%

BEN.AX

0.84%

BNZ.AX

5.97%

BHP.AX

2.27%

BKI.AX

-0.28%

BC8.AX

0.9%

XYZ.AX

0.61%

BSL.AX

0.7%

BMC.AX

BOE.AX

2.52%

BXB.AX

1.33%

BVS.AX

-0.47%

BRE.AX

BRG.AX

-0.9%

BGP.AX

BFL.AX

-1.08%

BWP.AX

0.77%

CMM.AX

3.88%

CSC.AX

1.8%

CAR.AX

-0.43%

CIN.AX

-3.59%

CYL.AX

0.77%

CAT.AX

-1.84%

CWP.AX

-5.66%

CNI.AX

4.75%

CIP.AX

0.33%

COF.AX

-0.53%

CHN.AX

0.66%

CGF.AX

2.34%

CIA.AX

3.85%

CHI.AX

CHC.AX

-0.3%

CLW.AX

1.43%

CQR.AX

0.77%

CQE.AX

0.38%

CNU.AX

3.25%

C79.AX

-2.13%

CVL.AX

-0.31%

CU6.AX

2.47%

CWY.AX

1.8%

CBO.AX

COH.AX

5.07%

CDA.AX

3.96%

COL.AX

3.66%

CKF.AX

1.95%

CBA.AX

-0.36%

CPU.AX

1.82%

CEN.AX

0.39%

CXO.AX

1.56%

CCP.AX

0.19%

CMW.AX

1.25%

CSL.AX

0.38%

CCL.AX

1.07%

DBI.AX

2.4%

DTL.AX

0.62%

DTR.AX

2.22%

DYL.AX

1.68%

DRR.AX

2.43%

DVP.AX

1.52%

DXS.AX

0.48%

DXI.AX

0.4%

DDR.AX

3.61%

DGT.AX

-0.42%

DUI.AX

DJW.AX

0.69%

DMP.AX

-0.97%

DOW.AX

0.13%

DPM.AX

-0.1%

DRO.AX

1.98%

DUR.AX

-3.19%

DNL.AX

2.14%

APE.AX

3.71%

EBO.AX

0.69%

EIQ.AX

7.49%

ELD.AX

0.56%

EOS.AX

2.65%

ELV.AX

-0.44%

ELS.AX

6.23%

EHL.AX

-2.21%

EMR.AX

1.21%

EDV.AX

2.09%

ERA.AX

EQR.AX

-5.56%

EQT.AX

EUR.AX

8.86%

EVN.AX

2.1%

EVT.AX

0.92%

FCL.AX

1.06%

FFM.AX

-6.63%

FPH.AX

-0.7%

FPR.AX

0.85%

FBU.AX

4.37%

FLT.AX

-0.39%

FML.AX

-2.53%

FRS.AX

0.99%

FMG.AX

1.83%

FRW.AX

FGX.AX

0.77%

FGG.AX

GLN.AX

3.81%

GLF.AX

1.94%

GDG.AX

-0.77%

GNE.AX

1.01%

GMD.AX

-1.2%

GTK.AX

-2.45%

GNP.AX

1.82%

GMG.AX

1.28%

GPT.AX

1.26%

GQG.AX

1.52%

GNG.AX

1.77%

GNC.AX

2.1%

GGP.AX

0.97%

GOZ.AX

GCI.AX

0.98%

GYG.AX

5.19%

GWA.AX

0.5%

HSN.AX

-1.39%

HVN.AX

-0.22%

HGH.AX

1.66%

HM1.AX

0.34%

HLI.AX

0.19%

HMC.AX

0.4%

HDN.AX

0.39%

HUB.AX

-0.74%

IEL.AX

-0.3%

IGO.AX

3.36%

ILU.AX

3.47%

IMD.AX

IMR.AX

IFT.AX

2.45%

INA.AX

1.51%

ING.AX

-3.45%

IAG.AX

IDX.AX

-0.45%

IPG.AX

1.42%

IPX.AX

9.76%

IPH.AX

2.75%

IRE.AX

-0.45%

JHX.AX

0.96%

JBH.AX

1.39%

JDO.AX

1.75%

JMS.AX

-5.45%

KAR.AX

-0.91%

KLS.AX

1.3%

KCN.AX

2.93%

KKC.AX

0.48%

GLS.AX

2.67%

LGF.AX

0.49%

L1G.AX

1.79%

LSF.AX

2.91%

LRV.AX

0.4%

LFS.AX

-1.61%

LLC.AX

-0.6%

LFG.AX

1.5%

360.AX

-0.94%

LIC.AX

LNW.AX

-0.43%

LIN.AX

2.5%

LTR.AX

12.34%

LOV.AX

1.73%

LYL.AX

0.24%

LYC.AX

0.68%

MA1.AX

-0.51%

MAF.AX

0.14%

MGH.AX

0.91%

MAH.AX

1.37%

MQG.AX

1.32%

MAQ.AX

-0.29%

MAD.AX

4.52%

MFG.AX

0.69%

MAU.AX

1.05%

MMS.AX

0.76%

MPL.AX

0.64%

MP1.AX

-2.4%

MCY.AX

MEZ.AX

2.62%

MSB.AX

3.77%

MLX.AX

-2.89%

MTS.AX

-0.74%

MEI.AX

10.81%

MOT.AX

MXT.AX

-0.51%

MFF.AX

3.28%

MIN.AX

4.69%

MI6.AX

2.86%

MIR.AX

1.16%

MGR.AX

0.29%

MND.AX

3.9%

MYS.AX

1.52%

NAN.AX

-3.17%

NAB.AX

-0.13%

NGI.AX

NWL.AX

-0.51%

NEU.AX

0.08%

NHC.AX

0.91%

NMG.AX

6.38%

NEM.AX

2.24%

NWS.AX

0.59%

NXG.AX

6.31%

NXT.AX

0.07%

NHF.AX

1.95%

NCK.AX

0.07%

NIC.AX

2.9%

NEC.AX

-1.58%

NST.AX

0.81%

NWH.AX

5.23%

NUF.AX

2.05%

NXL.AX

-1%

OCL.AX

0.96%

OML.AX

1.28%

OPH.AX

0.77%

OBM.AX

1.89%

ORI.AX

0.81%

ORG.AX

-0.25%

ORA.AX

4.96%

PDN.AX

3.91%

PNR.AX

-1.23%

PPC.AX

-2.79%

PPM.AX

2.03%

PRN.AX

2.16%

PPT.AX

0.48%

PCI.AX

PRU.AX

-0.55%

PXA.AX

-0.64%

PNI.AX

0.4%

PL8.AX

1.44%

PLS.AX

1.99%

PGF.AX

1.38%

PNV.AX

-0.5%

PDI.AX

-1.62%

PMV.AX

PME.AX

1.31%

PFP.AX

-1.58%

PWH.AX

-1.73%

PYC.AX

-2.78%

QAN.AX

0.83%

QBE.AX

0.58%

QAL.AX

-2.49%

QRI.AX

0.64%

QUB.AX

-0.4%

RMS.AX

1.19%

RHC.AX

-1.82%

REA.AX

0.28%

RDX.AX

REH.AX

0.66%

RF1.AX

-0.29%

RPL.AX

-0.43%

RG1.AX

RGN.AX

0.87%

REG.AX

0.9%

RRL.AX

2.02%

RWC.AX

1.54%

RMD.AX

-3.53%

RSG.AX

2.16%

SGLLV.AX

-0.39%

RIC.AX

-1.43%

RIO.AX

2.73%

RXL.AX

1.23%

RFF.AX

RYM.AX

3.8%

SFR.AX

2.88%

SMI.AX

1.79%

STO.AX

0.25%

SCG.AX

1.62%

SEK.AX

SHV.AX

-1.05%

SRV.AX

0.46%

SSM.AX

2.05%

SGH.AX

3.25%

SHA.AX

2.02%

SIG.AX

0.72%

SLX.AX

2.33%

SGM.AX

SDR.AX

-2.63%

SKS.AX

-3.44%

SKC.AX

-5.56%

SIQ.AX

1.44%

SHL.AX

0.96%

S32.AX

2.23%

SX2.AX

-1.22%

SXE.AX

2.9%

SPK.AX

0.29%

SRG.AX

2.78%

SBM.AX

SMR.AX

-0.43%

SDF.AX

-0.94%

SGP.AX

SNZ.AX

-0.15%

SUN.AX

0.12%

SRL.AX

-3.54%

SUL.AX

1.94%

SLC.AX

1.19%

SNL.AX

1.45%

SYL.AX

TAH.AX

3.56%

TEA.AX

-1.08%

TNE.AX

-0.14%

TLX.AX

3.8%

TLS.AX

0.94%

TPW.AX

-1.77%

A2M.AX

2.68%

TLC.AX

0.18%

SGR.AX

4.55%

TVN.AX

-3.17%

TWR.AX

TPG.AX

0.24%

TCL.AX

0.43%

TWE.AX

-0.92%

TUA.AX

2.03%

TCG.AX

8.04%

UNI.AX

1.22%

VAU.AX

0.67%

VNT.AX

2.26%

VCX.AX

1.2%

VGN.AX

-0.46%

VEA.AX

1.63%

VUL.AX

0.26%

VSL.AX

0.98%

WA1.AX

3.68%

WGN.AX

WAM.AX

0.87%

WGB.AX

2.38%

WLE.AX

-0.38%

SOL.AX

0.88%

WPR.AX

0.81%

WQG.AX

1.66%

WEB.AX

1.13%

WBT.AX

-2.12%

WES.AX

0.71%

WAF.AX

2.37%

WGX.AX

0.19%

WBC.AX

-0.13%

WHF.AX

2.71%

WHC.AX

2.62%

WIA.AX

-4.08%

WC8.AX

5.13%

WTN.AX

WTC.AX

2.36%

WDS.AX

-1.28%

WOW.AX

-0.7%

WOR.AX

2.12%

XRO.AX

0.66%

YAL.AX

0.52%

ZIM.AX

-0.8%

ZIP.AX

-0.82%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.86	1.12	0.77
SSO ASX Small Caps	15.91	0.2	1.27
IVV S&P 500	66.91	0.37	0.56
NDQ Nasdaq	56.34	0.23	0.41
F100 FTSE 100	14.82	0.22	1.51
ASIA Asia Tech	17.80	0.24	1.37
IEU Europe	98.63	1.56	1.61
IEM Emerging Markets	89.53	0.61	0.69
Gold Gold	58.60	0.35	0.6
ACDC Battery Tech	175.56	5.33	3.13

COMMODITIES	Close($)	-/+	%
Gold	4,565.81	-55.78	-1.21
Silver	73.25	-0.4845	-0.66
Platinum	1,960.75	-24.783	-1.25
Palladium	1,514.24	-9.6566	-0.63
Ice Brent Crude	114.09	-3.94	-3.34
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7187	-0.0012	-0.17
Euro	1.1740	0.001	0.09
British Pound	1.3600	0	0
Canadian Dollar	1.3574	-0.0004	-0.03
New Zealand Dollar	0.5890	-0.0017	-0.29
Chinese Yuan	6.8273	-0.0102	-0.15
Japanese Yen	156.5200	-0.05	-0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	0.83%	71.43%	0.30 0.75
BGL	Bellevue Gold Ltd	1.50	1.01%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.94	2.27%	40.67%	35.52 59.39
FMG	Fortescue Ltd	20.01	1.83%	21.37%	14.31 23.38
NHC	New Hope Corporation Ltd	5.53	0.91%	49.32%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.63	2.62%	68.54%	4.96 9.90
NEM	Newmont Cdi	153.69	2.24%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.35	6.31%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.78	2.88%	63.59%	10.06 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LTR	Liontown	2.64	12.34
MEI	Meteoric Resourc	0.21	10.81
IPX	Iperionx	4.50	9.76
EUR	European Lithium	0.43	8.86
TCG	Turaco Gold	0.61	8.04
EIQ	Echoiq	1.01	7.49
NMG	New Murchison	0.05	6.38
NXG	Nexgen Ene Cdi	17.35	6.31
ELS	Elsight	6.82	6.23
BNZ	Benz Mining-cdi	2.13	5.97

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
FFM	Firefly Metals	1.81	-6.63
CWP	Cedar Woods Prop	7.00	-5.66
SKC	Skycity Entertai	0.51	-5.56
EQR	Eq Resources	0.26	-5.56
JMS	Jupiter Mines	0.26	-5.45
WIA	Wia Gold	0.47	-4.08
CIN	Carlton Investme	33.00	-3.59
SRL	Sunrise Energy	12.00	-3.54
RMD	Resmed Inc	28.73	-3.53
ING	Inghams Group	1.82	-3.45

OPINION

Latest Market Matters Opinions

01/05/2026 16:54

ResMed Inc (ASX:RMD) 28.73

RMD -3.53%: ResMed delivered a solid March quarter result, with revenue and earnings both ahead of expectations, helped by ongoing demand for its sleep apnoea devices, masks and broader connected-care ecosystem.

01/05/2026 16:53

ANZ Group (ASX:ANZ) $35.61

ANZ –2.84%: delivered a solid 1H result, with cash profit beating expectations though broader headline revenue didn’t quite meet market expectations.

ACTION

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Market Matters Content

ETF Friday: Four ASX ETFs to track the ongoing massive AI buildout

Morning report 01/05/2026

Afternoon Report

The Match Out: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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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

ANZ

RMD

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Morning Report

ETF Friday: Four ASX ETFs to track the ongoing massive AI buildout

Morning report 01/05/2026

Afternoon Report

The Match Out: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

Ask James

Question asked 24/04/2026

Banks

Latest View Points

ANZ

RMD

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Opinion + Action