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ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.60	0	0
SSO ASX Small Caps	13.61	0	0
IVV S&P 500	73.01	0	0
NDQ Nasdaq	61.43	0	0
F100 FTSE 100	15.15	0	0
ASIA Asia Tech	19.12	0	0
IEU Europe	94.77	0	0
IEM Emerging Markets	90.18	0	0
Gold Gold	52.39	0	0
ACDC Battery Tech	103.87	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,067.04	9.2355	0.23
Silver	53.98	-0.385	-0.71
Platinum	1,538.12	-2.1607	-0.14
Palladium	1,010.75	-15.3133	-1.49
Ice Brent Crude	114.20	-1.61	-1.39
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7052	-0.0001	-0.01
Euro	1.1154	0.0002	0.02
British Pound	1.3322	-0.0003	-0.02
Canadian Dollar	1.3992	-0.0002	-0.01
New Zealand Dollar	0.5628	0.0004	0.07
Chinese Yuan	6.6660	0	0
Japanese Yen	157.7700	-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	0.75	0%	52.69%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	0%	20.26%	1.06 2.00
BHP	Bhp Group Ltd	58.04	0%	33.19%	40.18 68.77
FMG	Fortescue Ltd	14.51	0%	-30.25%	14.13 23.38
NHC	New Hope Corporation Ltd	5.86	0%	51.36%	3.77 6.61
WHC	Whitehaven Coal Limited	7.79	0%	11.92%	6.66 9.90
NEM	Newmont Cdi	159.01	0%	0.00%	119.95 190.91
NXG	Nexgen Ene Cdi	12.52	0%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.57	0%	22.40%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.43
ABG	Abacus Group Unt	0.81
AIS	Aeris Resources	0.41
AGL	Agl Energy Limit	8.84
A1M	Aic Mines	0.75
AIZ	Air New Zealand	0.30
AAI	Alcoa Corporatio	56.50
ALK	Alkane	1.65
A4N	Alpha Hpa	0.45
ALQ	Als	20.45

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.75
ZIM	Zimplats Holding	13.90
YAL	Yancoal Australi	6.02
XRO	Xero Fpo	64.09
WOR	Worley Fpo	9.77
WOW	Woolworths Group	40.82
WDS	Woodside Energy	32.13
WTC	Wisetech Global	41.05
WIA	Wia Gold	0.41
WHC	Whitehaven Coal	7.79

OPINION

Latest Market Matters Opinions

28/10/2026 17:01

Woolworths (ASX: WOW) $40.82

WOW -0.46%: delivered a solid 1Q27 update, with Australian Food the clear standout as price investment helped drive stronger customer traffic and market-share gains. However, trading has moderated since the Ooshies promotion ended, while Big W and New Zealand remain softer parts of the group.

28/10/2026 17:00

SiteMinder (ASX: SDR) $3.39

SDR +18.12%: rallied nicely today (from a low base) following today’s AGM, with the market responding positively to clearer guidance around the company’s medium-term growth ambitions. The key change was management sharpening its language around ARR growth, helping address concerns that momentum was fading after a disappointing FY26 result.

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Market Matters Content

Portfolio Positioning: Anthropic’s IPO reinvigorates the “AI Trade”

Morning report 28/10/2026

Afternoon Report

The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

Afternoon report 28/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

HI MM Team of very insightful market commentaries (and a very friendly team to engage with). Re Wesfarmers (ASX: WES) has been on your Hit List for a while I note the overall market analysis rating WES is a Sell to Strong Sell the stock appears to have great recovery drivers and keen buyers at lower levels i.e. around $72-75. I am interested given your recent portfolio buy of JBH as to what is your current view on WES and comparison to JBH? Thanks Steve K

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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Latest View Points

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Chart of the week

Philadelphia Exchange Semiconductor Index (SOX)

Aus. Investment blog Subscribe to blog

Sandfire Resources Ltd(ASX: SFR) is soaring ~5% today

Sandfire is soaring this morning driven by a wave of analyst upgrades following its Q1 FY27 production report released on October 27.

ASX: SFR 27/10/2026

Why gold miner Perseus Mining (ASX: PRU) is struggling today

Perseus Mining (PRU) is the worst performer on the main board today after delivering disappointing gold production forecasts.

ASX: PRU 27/10/2026

Morning Report

Portfolio Positioning: Anthropic’s IPO reinvigorates the “AI Trade”

Morning report 28/10/2026

Afternoon Report

The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

Afternoon report 28/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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