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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

ASK.AX

AX1.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.18	0	0
SSO ASX Small Caps	15.92	0	0
IVV S&P 500	63.98	0	0
NDQ Nasdaq	51.99	0	0
F100 FTSE 100	14.70	0	0
ASIA Asia Tech	15.03	0	0
IEU Europe	96.55	0	0
IEM Emerging Markets	83.23	0	0
Gold Gold	66.97	0	0
ACDC Battery Tech	139.76	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,203.17	66.2579	1.29
Silver	88.24	1.2365	1.42
Platinum	2,200.60	18.4584	0.85
Palladium	1,662.27	-28.0721	-1.66
Ice Brent Crude	98.96	0	0
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7142	0.0069	0.98
Euro	1.1633	0.0001	0.01
British Pound	1.3442	0.0007	0.05
Canadian Dollar	1.3575	-0.0011	-0.08
New Zealand Dollar	0.5943	0.0011	0.19
Chinese Yuan	6.8766	-0.03	-0.43
Japanese Yen	157.8100	0.17	0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	0%	45.24%	0.28 0.75
BGL	Bellevue Gold Ltd	1.70	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	51.23	0%	28.53%	33.25 59.39
FMG	Fortescue Ltd	19.27	0%	19.66%	13.18 23.38
NHC	New Hope Corporation Ltd	5.04	0%	29.82%	3.33 5.35
WHC	Whitehaven Coal Ltd	8.74	0%	55.26%	4.26 9.59
NEM	Newmont Cdi	163.00	0%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.61	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.60	0%	43.16%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.39
4DX	4dmedical	4.43
ABG	Abacus Group Unt	1.03
ASK	Abacus Storage K	1.42
AX1	Accent Group	1.00
AIS	Aeris Resources	0.48
A1G	African Gold Ltd	0.92
AGL	Agl Energy	9.55
AIZ	Air New Zealand	0.39
AAI	Alcoa Corpor Cdi	85.13

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.69
ZIM	Zimplats Holding	19.70
YAL	Yancoal Australi	6.95
XRO	Xero	83.72
WOR	Worley	10.40
WOW	Woolworths Group	35.29
WDS	Woodside Energy	30.18
WTC	Wisetech Global	51.08
WC8	Wildcat Resource	0.40
WIA	Wia Gold	0.56

OPINION

Latest Market Matters Opinions

10/03/2026 16:59

What Mattered Today

The ASX clawed back from Monday's shellacking, closing up over 1% as Trump's "pretty much complete" comments on the Iran conflict sent oil tumbling, giving markets room to breathe. It wasn't a clean recovery. US futures are pointing modestly lower into the close and energy stocks copped heavy profit-taking as the oil tailwind reversed, but the bears didn't get the follow-through they were looking for, and bargain hunters were active early.

10/03/2026 16:58

Broker Moves

• Viva Energy Group (VEA) — Raised to Overweight at Barrenjoey; PT A$2.50 • Reece (REH) — Raised to Overweight at Jarden Securities; PT A$16.40 • Seek (SEK) — Cut to Neutral at Macquarie; PT A$18.50

ACTION

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Market Matters Content

What Matters Today: How MM sees the Energy Sector as war rages in the Middle East

Morning report 10/03/2026

Afternoon Report

The Match Out: ASX claws back some lost ground as Oil prices settle

Afternoon report 10/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 06/03/2026

Amcor (AMC) and REIT’s

To the MM Team, Sorry for the late question, I hope it makes the cut off time. My question relates to AMC. I see that AMC is down around 9% in your Growth portfolio, if you did not hold your full 4% allocation would you consider "topping up" at the current price of around $62? Second question, when do you think you may start think about pulling the Buy trigger on certain REIT's, i.e. CLW, DXS MGR, etc? Thanks for all the great input and education, Charles

Ask James

Question asked 06/03/2026

Data#3 Ltd (DTL)

Hi Team, Thank you, guys, for all the good work, much appreciated. I have held Data 3 for about seven yrs buying it around $1 and have done very well . I was disappointed with the substantial price fall after their recent results. I would be grateful for your thoughts going forward for Data3 . Shabbir.

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