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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-2.57%

ABG.AX

ASK.AX

1.42%

A1G.AX

1.96%

AGL.AX

-2%

AIZ.AX

AAI.AX

-3.15%

ALK.AX

-2.49%

A4N.AX

1.49%

ALQ.AX

1.08%

AMC.AX

3.32%

AOV.AX

0.44%

AMP.AX

0.35%

ALD.AX

-3.19%

ANN.AX

1.47%

ANZ.AX

0.03%

APA.AX

ARU.AX

-3.13%

ARB.AX

-3.29%

ARF.AX

-0.29%

ARG.AX

-0.34%

ALL.AX

-0.33%

AYA.AX

1.71%

APZ.AX

ASX.AX

-0.46%

ALX.AX

0.23%

AUB.AX

1.28%

AIA.AX

0.15%

AZJ.AX

0.24%

AUC.AX

ABB.AX

1.87%

ASB.AX

-0.86%

AAC.AX

-1.12%

AEF.AX

-1.02%

AFG.AX

3.73%

AFI.AX

0.6%

AUI.AX

-0.64%

ASG.AX

-0.83%

BOQ.AX

BMN.AX

-1.34%

BCI.AX

1.33%

BPT.AX

-1.67%

BGA.AX

0.17%

BGL.AX

2.05%

BEN.AX

-0.27%

BNZ.AX

BHP.AX

-0.41%

BKI.AX

-0.87%

BC8.AX

3.7%

XYZ.AX

2.27%

BSL.AX

1.12%

BOE.AX

-2.05%

BXB.AX

1.21%

BVS.AX

1.4%

BRE.AX

0.9%

BRG.AX

1.81%

BGP.AX

BFL.AX

BWP.AX

1.03%

CMM.AX

1.64%

CSC.AX

-0.31%

CAR.AX

-1.37%

CIN.AX

3.58%

CYL.AX

3.11%

CAT.AX

2.5%

CWP.AX

1.68%

CNI.AX

1.61%

CIP.AX

1.01%

COF.AX

0.53%

CHN.AX

CGF.AX

-0.12%

CIA.AX

-0.81%

CHI.AX

1.63%

CHC.AX

1.78%

CLW.AX

1.44%

CQR.AX

1.58%

CQE.AX

-0.37%

CNU.AX

-0.5%

C79.AX

1.77%

CVL.AX

CU6.AX

-4.15%

CWY.AX

0.43%

CBO.AX

-0.56%

COH.AX

1.33%

CDA.AX

2.68%

COL.AX

1.24%

CKF.AX

-0.58%

CBA.AX

1.08%

CPU.AX

-0.84%

CEN.AX

5.79%

CXO.AX

-1.32%

CCP.AX

1.31%

CMW.AX

1.25%

CSL.AX

0.21%

CCL.AX

2.1%

DBI.AX

0.97%

DTL.AX

-0.81%

DTR.AX

-10.61%

DYL.AX

-2.96%

DRR.AX

DVP.AX

-1.26%

DXS.AX

0.33%

DXI.AX

0.83%

DDR.AX

0.89%

DGT.AX

1.44%

DUI.AX

-0.2%

DJW.AX

1.41%

DMP.AX

1.28%

DOW.AX

DPM.AX

1.76%

DRO.AX

DUR.AX

-1.03%

DNL.AX

-0.93%

APE.AX

1.31%

EBO.AX

-0.65%

EIQ.AX

1.65%

ELD.AX

-0.13%

EOS.AX

-3.01%

ELV.AX

1.64%

ELS.AX

-0.42%

EHL.AX

0.41%

EMR.AX

0.93%

EDV.AX

1.84%

ERA.AX

-14.29%

EQR.AX

-6.25%

EQT.AX

0.53%

EVN.AX

1.77%

EVT.AX

-0.52%

FCL.AX

-0.79%

FFM.AX

-0.48%

FPH.AX

-0.58%

FPR.AX

0.41%

FBU.AX

2.12%

FLT.AX

0.08%

FML.AX

8.98%

FRS.AX

-1.04%

FMG.AX

-0.28%

FRW.AX

-0.1%

FGX.AX

1.49%

FGG.AX

GLN.AX

1.05%

GLF.AX

1.33%

GDG.AX

2.94%

GNE.AX

-0.27%

GMD.AX

2.43%

GTK.AX

0.61%

GNP.AX

7.98%

GMG.AX

1.5%

GPT.AX

1.07%

GQG.AX

0.59%

GNG.AX

0.68%

GNC.AX

-0.79%

GGP.AX

2.1%

GOZ.AX

1.37%

GCI.AX

0.5%

GYG.AX

3.54%

GWA.AX

HSN.AX

-0.2%

HVN.AX

0.88%

HGH.AX

-0.52%

HM1.AX

HLI.AX

0.74%

HMC.AX

-1.21%

HDN.AX

1.65%

HUB.AX

-0.3%

IEL.AX

-1.32%

IGO.AX

-3.35%

ILU.AX

-1.82%

IMD.AX

1.24%

IMR.AX

-0.97%

IFT.AX

1.51%

INA.AX

0.24%

ING.AX

1.01%

IFL.AX

IAG.AX

-0.13%

IDX.AX

1.77%

IPG.AX

-1.99%

IPX.AX

-3.52%

IPH.AX

-0.29%

IRE.AX

0.14%

JHX.AX

7.06%

JBH.AX

0.55%

JDO.AX

-0.66%

JIN.AX

0.37%

JMS.AX

1.85%

KAR.AX

-6.54%

KLS.AX

1.53%

KCN.AX

2.68%

KKC.AX

-0.49%

GLS.AX

-1.85%

L1G.AX

2.74%

LSF.AX

-0.24%

LRV.AX

3.11%

LFS.AX

-0.54%

LLC.AX

3.36%

LFG.AX

0.88%

360.AX

5.29%

LIC.AX

1.04%

LNW.AX

1.7%

LIN.AX

-3.16%

LTR.AX

1.36%

LOV.AX

4.37%

LYL.AX

LYC.AX

-1.5%

MA1.AX

0.26%

MAF.AX

1.97%

MGH.AX

2.1%

MAH.AX

0.59%

MQG.AX

-0.09%

MAQ.AX

4.48%

MAD.AX

-3.08%

MFG.AX

-0.21%

MAU.AX

1.02%

MMS.AX

-0.25%

MPL.AX

-0.21%

MP1.AX

0.94%

MCY.AX

-1.85%

MEZ.AX

-0.43%

MSB.AX

2.22%

MLX.AX

-0.33%

MTS.AX

-0.69%

MOT.AX

MXT.AX

0.26%

MFF.AX

-0.21%

MIN.AX

-2.03%

MI6.AX

-1.94%

MIR.AX

0.38%

MGR.AX

0.84%

MND.AX

1.34%

MYS.AX

-0.43%

NAN.AX

4.8%

NAB.AX

-3.6%

NSR.AX

NGI.AX

6.11%

NWL.AX

-0.12%

NEU.AX

-0.08%

NHC.AX

-5.11%

NMG.AX

NEM.AX

2.14%

NWS.AX

0.43%

NXG.AX

-1.37%

NXT.AX

NHF.AX

1.06%

NCK.AX

0.77%

NIC.AX

0.51%

NEC.AX

-1.01%

NST.AX

0.34%

NWH.AX

1.64%

NUF.AX

-2.07%

OCL.AX

OBL.AX

0.29%

OML.AX

OPH.AX

0.74%

OBM.AX

4.7%

ORI.AX

0.34%

ORG.AX

-1.04%

ORA.AX

1.02%

PDN.AX

-5.43%

PNR.AX

2.41%

PPC.AX

-0.53%

PPM.AX

1.69%

PRN.AX

0.48%

PPT.AX

0.06%

PCI.AX

-0.46%

PRU.AX

1.07%

PXA.AX

PNI.AX

-1.87%

PL8.AX

0.37%

PLS.AX

PGF.AX

-1.01%

PNV.AX

0.5%

PDI.AX

2.15%

PMV.AX

1.33%

PME.AX

-2.65%

PFP.AX

0.25%

PWH.AX

1.69%

PYC.AX

1.56%

QAN.AX

1.32%

QBE.AX

-0.57%

QAL.AX

-2.48%

QRI.AX

QUB.AX

RAC.AX

7.67%

RMS.AX

1.27%

RHC.AX

0.68%

REA.AX

-0.17%

RDX.AX

-0.9%

REH.AX

2.05%

RF1.AX

RPL.AX

-2.28%

RG1.AX

-1.28%

RGN.AX

0.44%

REG.AX

-2.89%

RRL.AX

1.72%

RWC.AX

3.37%

RMD.AX

0.82%

RSG.AX

0.71%

SGLLV.AX

0.6%

RIC.AX

2.6%

RIO.AX

-0.71%

RXL.AX

2.27%

RFF.AX

RYM.AX

0.31%

SFR.AX

-0.11%

SMI.AX

3.01%

STO.AX

-1.31%

SCG.AX

0.85%

SEK.AX

-0.19%

SHV.AX

0.27%

SRV.AX

-0.76%

SSM.AX

-0.5%

SGH.AX

1.94%

SHA.AX

1.26%

SIG.AX

-0.71%

SLX.AX

1.01%

SGM.AX

2.56%

SDR.AX

-0.3%

SKS.AX

17.64%

SKC.AX

SIQ.AX

0.34%

SHL.AX

-1.12%

S32.AX

-3.09%

SX2.AX

-2.27%

SXE.AX

2.67%

SPK.AX

-0.57%

SRG.AX

-0.68%

SBM.AX

3.65%

SMR.AX

-5.58%

SDF.AX

1.15%

SGP.AX

-0.69%

STK.AX

SNZ.AX

-0.15%

SUN.AX

-0.66%

SRL.AX

-8.13%

SUL.AX

1.44%

SLC.AX

SNL.AX

2.01%

SYL.AX

3.7%

TAH.AX

5.97%

TEA.AX

1.15%

TNE.AX

-1.1%

TLX.AX

0.82%

TLS.AX

0.19%

TPW.AX

0.15%

A2M.AX

-0.67%

TLC.AX

0.71%

SGR.AX

TVN.AX

-5.63%

TWR.AX

-0.61%

TPG.AX

TCL.AX

1.25%

TWE.AX

2.24%

TUA.AX

-0.5%

TCG.AX

UNI.AX

0.4%

VAU.AX

1.73%

VNT.AX

0.77%

VCX.AX

0.79%

VGN.AX

-1.18%

VEA.AX

-9.09%

VUL.AX

0.28%

VSL.AX

WA1.AX

0.62%

WGN.AX

1.91%

WAM.AX

0.58%

WGB.AX

-0.92%

WLE.AX

-0.75%

SOL.AX

-2.54%

WPR.AX

0.82%

WEB.AX

-0.69%

WBT.AX

0.49%

WES.AX

2.44%

WAF.AX

WGX.AX

0.79%

WBC.AX

0.73%

WHF.AX

-0.6%

WHC.AX

-4.38%

WIA.AX

-1.03%

WC8.AX

3.19%

WTC.AX

-1.49%

WDS.AX

-2.93%

WOW.AX

1.9%

WOR.AX

-5.84%

XRO.AX

0.21%

YAL.AX

-1.93%

ZIM.AX

ZIP.AX

7.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.60	0.22	0.15
SSO ASX Small Caps	16.22	0.08	0.5
IVV S&P 500	65.92	0.47	0.72
NDQ Nasdaq	54.65	0.52	0.96
F100 FTSE 100	15.15	0.07	0.46
ASIA Asia Tech	16.92	0.32	1.93
IEU Europe	100.20	0.36	0.36
IEM Emerging Markets	88.53	0.84	0.96
Gold Gold	61.35	0.1	0.16
ACDC Battery Tech	164.06	-0.31	-0.19

COMMODITIES	Close($)	-/+	%
Gold	4,805.67	-22.6303	-0.47
Silver	79.55	-1.2353	-1.53
Platinum	2,071.73	-31.5471	-1.5
Palladium	1,542.17	-16.8452	-1.08
Ice Brent Crude	92.42	-6.97	-7.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7158	-0.0008	-0.11
Euro	1.1763	0.0002	0.02
British Pound	1.3514	0	0
Canadian Dollar	1.3693	0	0
New Zealand Dollar	0.5880	-0.0003	-0.05
Chinese Yuan	6.8174	0.0005	0.01
Japanese Yen	158.8500	0.27	0.17

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	-1.63%	78.26%	0.30 0.75
BGL	Bellevue Gold Ltd	1.74	2.05%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	55.69	-0.41%	53.29%	35.52 59.39
FMG	Fortescue Ltd	21.17	-0.28%	40.69%	14.31 23.38
NHC	New Hope Corporation Ltd	5.01	-5.11%	45.86%	3.54 6.14
WHC	Whitehaven Coal Ltd	7.65	-4.38%	64.95%	4.70 9.90
NEM	Newmont Cdi	159.68	2.14%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.33	-1.37%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	18.20	-0.11%	87.84%	9.41 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SKS	Sks Technologies	6.67	17.64
FML	Focus Minerals L	2.79	8.98
GNP	Genusplus Group	8.66	7.98
ZIP	Zip Co	2.51	7.73
RAC	Racura Oncology	3.37	7.67
JHX	James Hardie Ind	30.02	7.06
NGI	Navigator Global	2.43	6.11
TAH	Tabcorp Holdings	1.07	5.97
CEN	Contact Energy	8.04	5.79
360	Life360 Inc.	22.48	5.29

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-14.29
DTR	Dateline Resourc	0.30	-10.61
VEA	Viva Energy Grp	2.30	-9.09
SRL	Sunrise Energy	11.75	-8.13
KAR	Karoon Energy Lt	2.00	-6.54
EQR	Eq Resources	0.30	-6.25
WOR	Worley	11.13	-5.84
TVN	Tivan	0.34	-5.63
SMR	Stanmore Resourc	2.20	-5.58
PDN	Paladin Energy	13.75	-5.43

OPINION

Latest Market Matters Opinions

20/04/2026 16:39

Broker Moves

• Paladin Energy Cut to Neutral at Macquarie; PT A$13.55 • Whitehaven Raised to Outperform at Macquarie; PT A$9.50 • Nick Scali Cut to Underweight at Barrenjoey; PT A$15 • ARB Cut to Neutral at Barrenjoey; PT A$23 • ASL AU Rated New Speculative Buy at Argonaut Securities • Technology One Cut to Hold at Bell Potter; PT A$31

20/04/2026 16:38

What Mattered Today

SPI Futures were pricing a rise today of +82pts following strength in the US on Friday night, however the weekend news flow was anything but positive, with the Strait of Hormuz closing just as quickly as it opened. Oil prices spiked ~8% first up this morning, Gold fell ~$US40, US Futures traded down ~0.7% and Australian equities opened flat – which is where they closed – not a bad effort considering.

ACTION

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Market Matters Content

Macro Monday: The Bulls are back in Control of global stocks

Morning report 20/04/2026

Afternoon Report

The Match Out: Bad news, flat close — the ASX refuses to flinch

Afternoon report 20/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

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Latest View Points

PDN

ZIP

CLNE

URNM

FUEL

EVN

NXG

NHC

WHC

STO

WDS

LOV

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Morning Report

Macro Monday: The Bulls are back in Control of global stocks

Morning report 20/04/2026

Afternoon Report

The Match Out: Bad news, flat close — the ASX refuses to flinch

Afternoon report 20/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

Latest View Points

PDN

ZIP

CLNE

URNM

FUEL

EVN

NXG

NHC

WHC

STO

WDS

LOV

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Opinion + Action