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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

4.68%

ABG.AX

AIS.AX

5.56%

AGL.AX

0.36%

A1M.AX

4.79%

AIZ.AX

-0.68%

AAI.AX

3.67%

ALK.AX

6.67%

A4N.AX

ALQ.AX

2.49%

AMC.AX

3.33%

AOV.AX

0.78%

AMP.AX

2.08%

ALD.AX

1.04%

ANN.AX

2.01%

ANZ.AX

1.35%

APA.AX

-0.2%

ARU.AX

ARB.AX

-1.09%

ARF.AX

0.63%

ARG.AX

0.44%

ALL.AX

-0.21%

AYA.AX

6.09%

APZ.AX

1.93%

ASX.AX

-1.4%

ALX.AX

AUB.AX

-0.11%

AIA.AX

-0.42%

AZJ.AX

0.49%

ABB.AX

-0.84%

ASB.AX

2.44%

AAC.AX

AFI.AX

0.44%

AUI.AX

0.36%

BOQ.AX

0.16%

BMN.AX

0.61%

BCI.AX

3.7%

BPT.AX

0.6%

BGA.AX

1.54%

BGL.AX

5.14%

BEN.AX

0.77%

BNZ.AX

8.79%

BHP.AX

1.56%

BKI.AX

BC8.AX

4.35%

XYZ.AX

2.25%

BSL.AX

3.03%

BOE.AX

7.14%

BXB.AX

1.81%

BVS.AX

4.52%

BRE.AX

0.44%

BRG.AX

-0.53%

BGP.AX

BFL.AX

-0.67%

BWP.AX

0.53%

CMM.AX

10.13%

CSC.AX

0.22%

CAR.AX

0.47%

CIN.AX

-1.47%

CYL.AX

19.18%

CAT.AX

CWP.AX

1.89%

CNI.AX

-1.32%

CIP.AX

COF.AX

0.56%

CGF.AX

1.57%

CIA.AX

3.86%

CHI.AX

CHC.AX

1.82%

CLW.AX

0.83%

CQR.AX

CQE.AX

1.15%

CNU.AX

-1.38%

C79.AX

3.93%

CVL.AX

1.62%

CU6.AX

2.79%

CWY.AX

1.71%

CUV.AX

-0.1%

CBO.AX

COH.AX

3.83%

CDA.AX

-0.09%

COL.AX

0.78%

CKF.AX

0.13%

CBA.AX

2.41%

CPU.AX

3.01%

CEN.AX

-0.53%

CXO.AX

9.43%

CCP.AX

-0.56%

CMW.AX

1.19%

CSL.AX

3.45%

CCL.AX

-2.92%

DBI.AX

DTL.AX

-0.84%

DTR.AX

7.69%

DYL.AX

0.68%

DRR.AX

0.22%

DVP.AX

0.8%

DXS.AX

0.18%

DXI.AX

DDR.AX

0.34%

DGT.AX

-3.6%

DJW.AX

0.69%

DMP.AX

0.06%

DOW.AX

0.89%

DPM.AX

6.54%

DRO.AX

0.84%

DUR.AX

-1.66%

DNL.AX

0.51%

APE.AX

3.16%

EBO.AX

3.13%

EIQ.AX

-5.71%

ELD.AX

-1.12%

EOS.AX

1.4%

ELV.AX

4.87%

ELS.AX

4.98%

EHL.AX

EMR.AX

6.34%

EDV.AX

-0.59%

ERA.AX

EQR.AX

-1.64%

EUR.AX

-2.44%

EVN.AX

8.83%

EVT.AX

0.71%

FCL.AX

-7.46%

FFM.AX

5.21%

FPH.AX

2.38%

FPR.AX

1.73%

FBU.AX

1.47%

FLT.AX

1.5%

FRS.AX

-1.1%

FMG.AX

-3.16%

FRW.AX

FGX.AX

-0.37%

FGG.AX

0.59%

GLF.AX

1.34%

GDG.AX

9.14%

GNE.AX

GMD.AX

16.7%

GNP.AX

-1.66%

GMG.AX

-0.39%

GPT.AX

0.21%

GQG.AX

0.34%

GNG.AX

0.77%

GNC.AX

-1.66%

GGP.AX

4.07%

GOZ.AX

0.47%

GCI.AX

-0.48%

GYG.AX

3.75%

GWA.AX

0.87%

HSN.AX

-1.57%

HVN.AX

0.22%

HGH.AX

1.52%

HM1.AX

3.06%

HLI.AX

1.42%

HMC.AX

1.66%

HDN.AX

0.4%

HUB.AX

6.44%

IEL.AX

-2.16%

IGO.AX

1.21%

ILU.AX

IMD.AX

0.74%

IMR.AX

-1.97%

IFT.AX

-0.95%

INA.AX

1.36%

ING.AX

-1.45%

IAG.AX

-0.98%

IDX.AX

0.5%

IPG.AX

-4.4%

IPX.AX

-0.95%

IPH.AX

2.93%

IRE.AX

JHX.AX

0.38%

JBH.AX

0.74%

JDO.AX

-2.22%

JMS.AX

KAR.AX

0.36%

KLS.AX

-0.46%

KCN.AX

6.72%

KKC.AX

-1.44%

GLS.AX

-0.48%

LGF.AX

2.58%

L1G.AX

0.84%

LSF.AX

1.47%

LRV.AX

4.1%

LFS.AX

0.55%

LLC.AX

0.65%

LFG.AX

3.66%

360.AX

0.99%

LIC.AX

1.5%

LNW.AX

1.1%

LIN.AX

2.69%

LTR.AX

2.1%

LOV.AX

-1.65%

LYL.AX

1.46%

LYC.AX

2.19%

MA1.AX

-0.25%

MAF.AX

5.18%

MGH.AX

-1.84%

MAH.AX

-1.69%

MQG.AX

0.56%

MAQ.AX

-6.03%

MAD.AX

3.67%

MFG.AX

-1.94%

MMS.AX

MPL.AX

0.2%

MP1.AX

-2.84%

MCY.AX

0.37%

MEZ.AX

-0.63%

MSB.AX

0.49%

MLX.AX

2.31%

MTS.AX

1.69%

MOT.AX

0.91%

MXT.AX

1.05%

MMI.AX

1.16%

MFF.AX

1.36%

MIN.AX

2.05%

MI6.AX

3.4%

MIR.AX

1.21%

MGR.AX

0.59%

MND.AX

0.77%

MYR.AX

-1.64%

MYS.AX

-0.43%

NAN.AX

2.45%

NAB.AX

0.42%

NGI.AX

2.02%

NWL.AX

NEU.AX

-1.53%

NHC.AX

1.32%

NEM.AX

4.98%

NWS.AX

2.53%

NXG.AX

1.95%

NXT.AX

-2.69%

NHF.AX

0.71%

NCK.AX

NIC.AX

-1.05%

NEC.AX

2.81%

NST.AX

11.75%

NWH.AX

0.42%

NUF.AX

-0.76%

OCL.AX

-13.46%

OML.AX

-0.35%

OPH.AX

0.41%

OBM.AX

7.69%

ORI.AX

1.05%

ORG.AX

-1.15%

ORA.AX

-0.72%

PDN.AX

0.3%

PNR.AX

4.37%

PPC.AX

-1.74%

PPM.AX

6.31%

PRN.AX

2.2%

PPT.AX

1.33%

PCI.AX

0.92%

PRU.AX

7.19%

PXA.AX

-21.29%

PNI.AX

1.9%

PL8.AX

-0.72%

PLS.AX

1.95%

PGF.AX

-1.49%

PNV.AX

3.16%

PDI.AX

4.79%

PMV.AX

-0.69%

PME.AX

1.81%

PWH.AX

-2.96%

PYC.AX

-4.95%

QAN.AX

-0.09%

QBE.AX

-1%

QAL.AX

6.23%

QRI.AX

-0.63%

QUB.AX

0.39%

RMS.AX

RHC.AX

1.21%

REA.AX

1.98%

RDX.AX

-1.09%

REH.AX

0.74%

RF1.AX

3.43%

RPL.AX

5.78%

RG1.AX

1.24%

RGN.AX

REG.AX

4.02%

RRL.AX

8.16%

RWC.AX

2.11%

RMD.AX

4.02%

RSG.AX

3.61%

SGLLV.AX

3.57%

RIC.AX

RIO.AX

-0.06%

RXL.AX

RFF.AX

1.02%

RYM.AX

-0.55%

SFR.AX

3.92%

STO.AX

0.14%

SCG.AX

1.57%

SEK.AX

1.99%

SHV.AX

0.82%

SRV.AX

SSM.AX

1.97%

SGH.AX

SHA.AX

1.37%

SIG.AX

2.2%

SLX.AX

SGM.AX

0.88%

SDR.AX

2.06%

SKS.AX

-2.63%

SKC.AX

-2.11%

SIQ.AX

1.51%

SHL.AX

1.58%

S32.AX

SX2.AX

4.95%

SXE.AX

-2.65%

SPK.AX

-0.98%

SRG.AX

-0.26%

SBM.AX

5.21%

SMR.AX

0.44%

SDF.AX

SGP.AX

1.25%

SKG.AX

-0.38%

SNZ.AX

0.14%

SUN.AX

-3.72%

SRL.AX

4.47%

SUL.AX

0.86%

SLC.AX

-0.32%

SNL.AX

-0.99%

SYL.AX

-1.06%

TAH.AX

3.11%

TEA.AX

-0.34%

TNE.AX

2.52%

TLX.AX

-1.75%

TLS.AX

-0.2%

TPW.AX

-0.9%

A2M.AX

2.42%

TLC.AX

-1.97%

SGR.AX

1.08%

TVN.AX

14.06%

THL.AX

2.5%

TWR.AX

-1.29%

TPG.AX

-0.82%

TCL.AX

0.49%

TWE.AX

1.56%

TUA.AX

2.65%

TCG.AX

8.25%

TRA.AX

UNI.AX

0.39%

VAU.AX

8.06%

VNT.AX

0.33%

VCX.AX

2.33%

VGN.AX

0.33%

VMM.AX

5.71%

VEA.AX

0.94%

VUL.AX

0.98%

VSL.AX

2.4%

VYS.AX

-1.51%

WA1.AX

4.49%

WGN.AX

3.04%

WAM.AX

1.95%

WGB.AX

-0.91%

WLE.AX

1.47%

SOL.AX

1.56%

WPR.AX

0.42%

WQG.AX

-2.03%

WEB.AX

-0.7%

WBT.AX

1.42%

WES.AX

1.61%

WAF.AX

4.68%

WGX.AX

6.95%

WBC.AX

0.65%

WHF.AX

0.42%

WHC.AX

0.8%

WIA.AX

3.16%

WC8.AX

WTN.AX

WTC.AX

1.85%

WDS.AX

-0.57%

WOW.AX

1.09%

WOR.AX

0.09%

XRO.AX

1.43%

YAL.AX

0.54%

ZIM.AX

4.23%

ZIP.AX

4.53%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.56	2.09	1.44
SSO ASX Small Caps	14.67	0.17	1.17
IVV S&P 500	71.86	-0.28	-0.39
NDQ Nasdaq	62.07	-0.61	-0.97
F100 FTSE 100	15.27	0.3	2
ASIA Asia Tech	22.03	0.48	2.23
IEU Europe	99.73	1.53	1.56
IEM Emerging Markets	97.74	1.74	1.81
Gold Gold	55.10	0.77	1.42
ACDC Battery Tech	142.08	-1.26	-0.88

COMMODITIES	Close($)	-/+	%
Gold	4,164.49	41.6897	1.01
Silver	62.27	1.2625	2.07
Platinum	1,639.94	23.69	1.47
Palladium	1,273.68	5.7799	0.46
Ice Brent Crude	71.56	-0.01	-0.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6936	0.0015	0.22
Euro	1.1438	0.0012	0.11
British Pound	1.3353	0.0007	0.05
Canadian Dollar	1.4200	0.0019	0.13
New Zealand Dollar	0.5707	0.0011	0.19
Chinese Yuan	6.7797	-0.0089	-0.13
Japanese Yen	161.3400	0.25	0.16

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	4.79%	131.75%	0.30 0.79
BGL	Bellevue Gold Ltd	1.33	5.14%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.50	1.56%	60.13%	37.56 65.98
FMG	Fortescue Ltd	18.36	-3.16%	18.72%	15.94 23.38
NHC	New Hope Corporation Ltd	5.37	1.32%	38.38%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.59	0.8%	34.22%	5.81 9.90
NEM	Newmont Cdi	142.17	4.98%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	14.14	1.95%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.34	3.92%	64.84%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CYL	Catalyst Metals	6.09	19.18
GMD	Genesis Minerals	6.29	16.7
TVN	Tivan	0.37	14.06
NST	Northern Star Re	22.16	11.75
CMM	Capricorn Metals	14.03	10.13
CXO	Core Lithium	0.29	9.43
GDG	Generation Devel	4.06	9.14
EVN	Evolution Mining	12.82	8.83
BNZ	Benz Mining-cdi	2.60	8.79
TCG	Turaco Gold	0.53	8.25

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PXA	Pexa Group	8.54	-21.29
OCL	Objective Corpor	6.75	-13.46
FCL	Fineos Corporati	2.11	-7.46
MAQ	Macquarie Techno	65.31	-6.03
EIQ	Echoiq	1.65	-5.71
PYC	Pyc Therapeutics	1.54	-4.95
IPG	Ipd Group	5.00	-4.4
SUN	Suncorp Grou	18.63	-3.72
DGT	Digico Infrastru	2.41	-3.6
FMG	Fortescue	18.36	-3.16

OPINION

Latest Market Matters Opinions

03/07/2026 17:10

Broker Moves

• PEXA Group Cut to Neutral at JPMorgan; PT A$10.50 • Suncorp Cut to Neutral at Jarden Securities; PT A$19.70 • QBE Insurance Cut to Underweight at Jarden Securities • Insurance Australia Cut to Neutral at Jarden Securities; PT A$8 • HUB24 Raised to Outperform at Macquarie; PT A$96.25 • Bluescope Cut to Neutral at Barrenjoey; PT A$29 • ASX Cut to Underweight at Barrenjoey; PT A$53.25 • MMA AU Rated New Speculative Buy at Morgans Financial Limited • Mader Group Rated New Buy at Argonaut Securities; PT A$9.50 • Lottery Corp. Cut to Hold at CLSA; PT A$5.90 • Fortescue Cut to Sell at Goldman; PT A$16.90 • Mayne Pharma Cut to Speculative Buy at Canaccord; PT A$3.84 • Avita Medical GDRs Cut to Hold at Morgans Financial Limited • Atlas Arteria Cut to Underperform at RBC; PT A$4.75

03/07/2026 17:03

Pexa Group (ASX: PXA) $8.54

PXA -21.29%: was hit today after IPART released its draft recommendation on Electronic Lodgement Network Operator service fees, proposing a meaningful reduction in the revenue PEXA can earn from its core Exchange business.

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Morning report 03/07/2026

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The Match Out: Gold glitters as rate hopes drive the ASX higher

Afternoon report 03/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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