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ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.50	0	0
SSO ASX Small Caps	16.92	0	0
IVV S&P 500	64.63	0	0
NDQ Nasdaq	51.86	0	0
F100 FTSE 100	15.32	0	0
ASIA Asia Tech	16.64	0	0
IEU Europe	102.97	0	0
IEM Emerging Markets	89.92	0	0
Gold Gold	66.85	0	0
ACDC Battery Tech	153.80	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,185.72	37.9175	0.74
Silver	89.77	2.4351	2.79
Platinum	2,301.24	133.29	6.15
Palladium	1,804.67	36.42	2.06
Ice Brent Crude	71.21	-0.28	-0.39
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7120	0.0065	0.92
Euro	1.1805	0.0034	0.29
British Pound	1.3549	0.0062	0.46
Canadian Dollar	1.3680	-0.0019	-0.14
New Zealand Dollar	0.5995	0.0033	0.55
Chinese Yuan	6.8692	-0.0138	-0.2
Japanese Yen	156.4000	0.59	0.38

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	0%	63.75%	0.28 0.70
BGL	Bellevue Gold Ltd	1.83	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	56.51	0%	40.19%	33.25 56.51
FMG	Fortescue Ltd	21.14	0%	9.19%	13.18 23.38
NHC	New Hope Corporation Ltd	4.82	0%	18.36%	3.33 4.93
WHC	Whitehaven Coal Ltd	7.88	0%	39.54%	4.26 9.59
NEM	Newmont Cdi	174.96	0%	0.00%	66.39 190.54
NXG	Nexgen Ene Cdi	18.06	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	20.48	0%	90.31%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.42
4DX	4dmedical	3.69
ABG	Abacus Group Unt	1.06
ASK	Abacus Storage K	1.51
AX1	Accent Group	1.00
AIS	Aeris Resources	0.55
A1G	African Gold Ltd	1.00
AGL	Agl Energy	9.98
A1M	Aic Mines	0.68
AIZ	Air New Zealand	0.49

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.75
ZIM	Zimplats Holding	20.37
YAL	Yancoal Australi	6.16
XRO	Xero	75.76
WOR	Worley	13.04
WOW	Woolworths Group	35.63
WDS	Woodside Energy	28.24
WTC	Wisetech Global	47.74
WC8	Wildcat Resource	0.48
WIA	Wia Gold	0.52

OPINION

Latest Market Matters Opinions

25/02/2026 18:12

First Up

The ASX powered to a fresh record high today, brushing off a hotter-than-expected inflation print as investors leaned into a sharp rebound in technology stocks and a blockbuster earnings response from several companies.

25/02/2026 18:09

WiseTech Global Ltd (WTC) $47.74

WTC +11% rallied today after management delivered one of the most forceful, and explicit, embraces of AI we’ve seen from an ASX-listed software company – an example of leaning heavily into AI rather than approaching it with incrementalism – a theme we discussed on our recent webinar (here).

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Market Matters Content

Portfolio Positioning: BHP and fellow miners keep dragging the ASX towards new all-time highs

Morning report 25/02/2026

Afternoon Report

The Match Out: Earnings propel ASX to all-time highs

Afternoon report 25/02/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/02/2026

Fortescue Ltd (FMG) iron ore concern?

Hi Team, With BHP and RIO reporting slowing demand for iron ore and copper generating the bulk of there profits. Where do you see this leading into FMG reporting with no exposure to copper and strong relationship with China regarding iron ore? Will this effect there dividend payout? Cheers Craig

Ask James

Question asked 21/02/2026

Could you clarify what is happening in Korea?

Just over 50% of our funds are invested in Korea, which is a very big position for us, and it has performed very well. I came upon this article yesterday (link attached) and it seems to be very important but I do not understand it at all. Can you tell me what it means? - Article Here. Many thanks, Bill

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