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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

4DX.AX

-8.98%

ABG.AX

1.54%

ASK.AX

AGL.AX

1.06%

AGI.AX

6.04%

AIZ.AX

-2.78%

AAI.AX

-3.37%

ALK.AX

-1.41%

A4N.AX

-3.25%

ALQ.AX

-3.44%

AMC.AX

2.79%

AOV.AX

1.49%

AMP.AX

-0.97%

ALD.AX

0.3%

ANN.AX

2.04%

ANZ.AX

0.85%

APA.AX

2.03%

ARU.AX

ARB.AX

3.23%

ARF.AX

0.95%

ARG.AX

-0.12%

ALL.AX

2.15%

AYA.AX

-1.46%

APZ.AX

0.85%

ASX.AX

0.63%

ALX.AX

AUB.AX

9.84%

AIA.AX

-0.44%

AZJ.AX

1.15%

ABB.AX

0.52%

ASB.AX

-2%

AAC.AX

-0.76%

AFI.AX

0.47%

AUI.AX

0.19%

BOQ.AX

0.97%

BMN.AX

-5.99%

BCI.AX

-4.23%

BPT.AX

-0.93%

BGA.AX

2.95%

BGL.AX

-6.37%

BEN.AX

BHP.AX

0.2%

BKI.AX

0.29%

BC8.AX

-13.27%

XYZ.AX

-1.7%

BSL.AX

-1.21%

BXB.AX

2.8%

BVS.AX

-0.9%

BRE.AX

BRG.AX

3.8%

BGP.AX

BFL.AX

1.82%

BWP.AX

0.79%

CMM.AX

-5.89%

CSC.AX

-3.58%

CAR.AX

-0.44%

CIN.AX

CYL.AX

-3.48%

CAT.AX

-7.67%

CWP.AX

0.76%

CNI.AX

-1.99%

CIP.AX

1.35%

COF.AX

2.26%

CHN.AX

-6.52%

CGF.AX

0.97%

CIA.AX

-2.95%

CHI.AX

CHC.AX

1.75%

CLW.AX

2.87%

CQR.AX

1.87%

CQE.AX

2.77%

CNU.AX

1.37%

C79.AX

-1.16%

CVL.AX

0.84%

CU6.AX

-1.86%

CWY.AX

0.84%

CBO.AX

0.5%

COH.AX

2.23%

CDA.AX

-1.76%

COL.AX

4.95%

CKF.AX

3.66%

CBA.AX

-0.15%

CPU.AX

1.57%

CEN.AX

2.52%

CXO.AX

-5.88%

CCP.AX

0.43%

CMW.AX

2.27%

CSL.AX

3.5%

CCL.AX

0.61%

DBI.AX

-1.53%

DTL.AX

0.94%

DTR.AX

-6.9%

DYL.AX

-5.15%

DRR.AX

0.46%

DVP.AX

-4.54%

DXS.AX

1.97%

DXI.AX

1.67%

DDR.AX

1.24%

DGT.AX

1.62%

DJW.AX

-0.36%

DMP.AX

2.11%

DOW.AX

DPM.AX

-3.99%

DRO.AX

-0.36%

DUR.AX

0.38%

DNL.AX

0.26%

APE.AX

0.23%

EBO.AX

0.94%

EIQ.AX

-4.33%

ELD.AX

-1.51%

EOS.AX

-8.33%

ELV.AX

-1.88%

ELS.AX

-4.51%

EHL.AX

-0.49%

EMR.AX

-4.68%

EDV.AX

5.39%

ERA.AX

EQR.AX

-8.89%

EUR.AX

-4.82%

EVN.AX

-5.04%

EVT.AX

1.96%

FCL.AX

-5.91%

FFM.AX

-5.22%

FPH.AX

1.05%

FPR.AX

1.08%

FBU.AX

-1.89%

FLT.AX

1.16%

FRS.AX

-1.98%

FMG.AX

-0.46%

FRW.AX

FGX.AX

-1.11%

FGG.AX

0.29%

GLF.AX

-0.22%

GDG.AX

-1.24%

GNE.AX

GMD.AX

-6.33%

GNP.AX

-0.19%

GMG.AX

1.57%

GPT.AX

2.7%

GQG.AX

-0.34%

GNG.AX

-1.45%

GNC.AX

1.58%

GGP.AX

-5.54%

GOZ.AX

1.4%

GCI.AX

GYG.AX

1.85%

GWA.AX

4.43%

HSN.AX

-0.44%

HVN.AX

4.39%

HGH.AX

-2.48%

HM1.AX

-1.42%

HLI.AX

1.83%

HMC.AX

-0.33%

HDN.AX

2.43%

HUB.AX

-1.71%

IEL.AX

6.19%

IGO.AX

-6.01%

ILU.AX

-4.16%

IMD.AX

-4.86%

IMR.AX

-2.33%

IFT.AX

-0.32%

INA.AX

3.69%

ING.AX

2.94%

IAG.AX

2.08%

IDX.AX

0.75%

IPG.AX

-1.16%

IPX.AX

-3.44%

IPH.AX

3.73%

IRE.AX

2.78%

JHX.AX

3.8%

JBH.AX

3.5%

JDO.AX

-0.35%

JMS.AX

KAR.AX

0.26%

KLS.AX

1.19%

KCN.AX

-3.06%

KKC.AX

GLS.AX

0.85%

LGF.AX

-4.19%

L1G.AX

2.94%

LSF.AX

-0.22%

LRV.AX

LFS.AX

-1.09%

LLC.AX

3.97%

LFG.AX

-1.27%

360.AX

-3.58%

LIC.AX

0.19%

LNW.AX

4.65%

LIN.AX

LTR.AX

-7.97%

LOV.AX

2.58%

LYL.AX

0.13%

LYC.AX

-2.37%

MA1.AX

1.02%

MAF.AX

-2.45%

MGH.AX

-1.32%

MAH.AX

-3.23%

MQG.AX

-0.24%

MAQ.AX

-3.08%

MAD.AX

-1.22%

MFG.AX

3.48%

MAU.AX

-3.65%

MMS.AX

-0.57%

MPL.AX

MP1.AX

-5.2%

MCY.AX

-0.71%

MEZ.AX

3.59%

MSB.AX

-1.47%

MLX.AX

-2.31%

MTS.AX

5.72%

MOT.AX

MXT.AX

0.53%

MFF.AX

-0.6%

MIN.AX

-2.52%

MI6.AX

-3.27%

MIR.AX

0.41%

MGR.AX

1.79%

MND.AX

-2.26%

MYS.AX

0.45%

NAN.AX

2.12%

NAB.AX

1.03%

NGI.AX

-0.41%

NWL.AX

-0.14%

NEU.AX

-1.41%

NHC.AX

-2.62%

NEM.AX

-3.09%

NWS.AX

-0.27%

NXG.AX

-6.15%

NXT.AX

-4.12%

NHF.AX

3.14%

NCK.AX

6.58%

NIC.AX

-2.54%

NEC.AX

1.09%

NST.AX

-3.54%

NWH.AX

-1.98%

NUF.AX

2.47%

OCL.AX

0.71%

OML.AX

-1.82%

OPH.AX

0.39%

OBM.AX

-9.92%

ORI.AX

0.52%

ORG.AX

0.73%

ORA.AX

4.58%

PDN.AX

-6.94%

PNR.AX

-6.61%

PPC.AX

1.22%

PPM.AX

-0.3%

PRN.AX

-2.34%

PPT.AX

0.43%

PCI.AX

-0.47%

PRU.AX

-2.71%

PXA.AX

1.69%

PNI.AX

1.77%

PL8.AX

1.08%

PLS.AX

-1.71%

PGF.AX

PNV.AX

PDI.AX

-2.56%

PMV.AX

3.66%

PME.AX

-2.54%

PWH.AX

-0.69%

PYC.AX

-2.93%

QAN.AX

1.08%

QBE.AX

2.4%

QAL.AX

3.15%

QRI.AX

-0.33%

QUB.AX

0.4%

RMS.AX

-3.75%

RHC.AX

2.1%

REA.AX

-2.06%

RDX.AX

1.36%

REH.AX

8.57%

RF1.AX

-0.55%

RPL.AX

-2.71%

RG1.AX

RGN.AX

2.2%

REG.AX

-2.11%

RRL.AX

-3.13%

RWC.AX

4.57%

RMD.AX

0.75%

RSG.AX

-5.12%

SGLLV.AX

-0.47%

RIC.AX

1.06%

RIO.AX

-0.99%

RXL.AX

-5.81%

RFF.AX

1.27%

RYM.AX

-0.27%

SFR.AX

-1.98%

SMI.AX

-4.59%

STO.AX

0.51%

SCG.AX

1.61%

SEK.AX

1.2%

SHV.AX

0.26%

SRV.AX

SSM.AX

SGH.AX

0.96%

SHA.AX

2.03%

SIG.AX

-5.48%

SLX.AX

-10.02%

SGM.AX

-0.36%

SDR.AX

-1.65%

SKS.AX

-1.32%

SIQ.AX

2.7%

SHL.AX

2.68%

S32.AX

-1.1%

SX2.AX

-6.35%

SXE.AX

-0.48%

SPK.AX

2.3%

SRG.AX

-2.8%

SBM.AX

-6.48%

SMR.AX

-2.54%

SDF.AX

36.2%

SGP.AX

2.85%

SNZ.AX

-0.74%

SUN.AX

2.53%

SRL.AX

6.3%

SUL.AX

5.42%

SLC.AX

2.73%

SNL.AX

3.36%

SYL.AX

-0.38%

TAH.AX

1.88%

TEA.AX

0.12%

TNE.AX

-2.27%

TLX.AX

1.05%

TLS.AX

1.97%

TPW.AX

3.67%

A2M.AX

4.41%

TLC.AX

3.21%

SGR.AX

TVN.AX

-7.41%

TWR.AX

-1.91%

TPG.AX

-1.09%

TCL.AX

2.71%

TWE.AX

2.16%

TUA.AX

1.59%

TRA.AX

UNI.AX

7.62%

VAU.AX

-5.24%

VNT.AX

1.9%

VCX.AX

2.4%

VGN.AX

VEA.AX

1.32%

VUL.AX

-2.48%

VSL.AX

-1.41%

VYS.AX

2.12%

WA1.AX

-1.22%

WGN.AX

0.7%

WAM.AX

-0.67%

WGB.AX

WLE.AX

-0.76%

SOL.AX

0.76%

WPR.AX

1.66%

WEB.AX

-0.41%

WBT.AX

-9.41%

WES.AX

4.25%

WAF.AX

-6%

WGX.AX

-3.21%

WBC.AX

2.02%

WHF.AX

-1.1%

WHC.AX

-4.36%

WIA.AX

-2.25%

WC8.AX

-1.06%

WTN.AX

WTC.AX

0.13%

WDS.AX

-0.16%

WOW.AX

3.15%

WOR.AX

-2.15%

XRO.AX

-2.04%

YAL.AX

-7.32%

ZIM.AX

-3.11%

ZIP.AX

-4.76%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.03	0.67	0.46
SSO ASX Small Caps	15.46	-0.18	-1.15
IVV S&P 500	69.90	-0.22	-0.31
NDQ Nasdaq	60.73	-1.06	-1.72
F100 FTSE 100	14.85	-0.04	-0.27
ASIA Asia Tech	21.20	-1.21	-5.4
IEU Europe	101.57	0.01	0.01
IEM Emerging Markets	94.30	-1.68	-1.75
Gold Gold	54.85	-1.32	-2.35
ACDC Battery Tech	159.84	-6.46	-3.88

COMMODITIES	Close($)	-/+	%
Gold	4,121.59	-140.931	-3.31
Silver	64.94	-0.4182	-0.64
Platinum	1,690.62	-35.9302	-2.08
Palladium	1,235.75	13.8534	1.13
Ice Brent Crude	92.76	1.31	1.43
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7017	-0.0011	-0.16
Euro	1.1553	0.001	0.09
British Pound	1.3386	0.001	0.07
Canadian Dollar	1.3930	-0.0017	-0.12
New Zealand Dollar	0.5819	0.0003	0.05
Chinese Yuan	6.7745	0.0023	0.03
Japanese Yen	160.4700	0.11	0.07

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.58	-4.13%	80.60%	0.30 0.75
BGL	Bellevue Gold Ltd	1.25	-6.37%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.20	0.2%	57.15%	35.52 65.04
FMG	Fortescue Ltd	19.66	-0.46%	26.20%	14.31 23.38
NHC	New Hope Corporation Ltd	5.95	-2.62%	62.93%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.78	-4.36%	58.55%	5.31 9.90
NEM	Newmont Cdi	137.30	-3.09%	0.00%	81.97 190.91
NXG	Nexgen Ene Cdi	14.03	-6.15%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.30	-1.98%	59.30%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SDF	Steadfast Group	5.38	36.2
AUB	Aub Group	28.70	9.84
REH	Reece	15.46	8.57
UNI	Universal Store	6.64	7.62
NCK	Nick Scali	15.22	6.58
SRL	Sunrise Energy	13.66	6.3
IEL	Idp Education	2.23	6.19
AGI	Ainsworth Game T	1.58	6.04
MTS	Metcash	3.14	5.72
SUL	Super Retail Gro	12.26	5.42

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BC8	Black Cat Syndic	0.92	-13.27
SLX	Silex Systems	5.21	-10.02
OBM	Ora Banda Mining	1.09	-9.92
WBT	Weebit Nano	6.55	-9.41
4DX	4dmedical	3.65	-8.98
EQR	Eq Resources	0.21	-8.89
EOS	Electro Optic Sy	9.80	-8.33
LTR	Liontown	1.91	-7.97
CAT	Catapult Sports	3.25	-7.67
TVN	Tivan	0.25	-7.41

OPINION

Latest Market Matters Opinions

10/06/2026 16:52

Broker Moves

• Champion Iron Rated New Outperform at National Bank; PT A$5.87 • Reece Raised to Overweight at Barrenjoey; PT A$16.50 • REA Group Cut to Neutral at UBS; PT A$165 • Minerals 260 Cut to Speculative Buy at Bell Potter; PT A$1.35 • Megaport Cut to Accumulate at Morgans Financial Limited; PT A$21 • Vysarn Raised to Buy at Morgans Financial Limited; PT A$1.10 • Technology One Cut to Hold at Bell Potter; PT A$34.25

10/06/2026 16:52

What Mattered Today

The ASX pushed higher today despite another round of US-Iran hostilities overnight, with investors continuing to look through the latest developments in the Middle East and instead focusing on the broader trajectory of negotiations.

ACTION

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Market Matters Content

Portfolio Positioning: The ASX shrugs off Consumer Confidence, testing multi-decade lows

Morning report 10/06/2026

Afternoon Report

The Match Out: ASX looks through US-Iran tensions to close higher, Steadfast (SDF) jumps on $6.7bn takeover bid

Afternoon report 10/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 05/06/2026

Kapstream Investment Trust (ASX: KIT) – Early Access Off-Market Buy-Back

Hi Guys, Thanks for your hard work and valuable insights! The recently issued Kapstream Investment Trust (KIT) has been trading below issue price (2.00) at around 1.95 but has dropped lower to around 1.90 in recent days. Is this because of the proposed off-market buyback? What's the purpose of the buyback? Buying opportunity or warning sign? I also note that KIT and DMNHA, despite yielding similar numbers as many bank hybrid notes have been trading below par whereas the bank hybrids nearly always trade above. Why? Cheers, Nick

Ask James

Question asked 06/06/2026

Biome Australia Ltd (ASX: BIO)

Do you have a view on why this stock is being priced like it is going broke whilst fundamentally sound and promising outlook exists

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