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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

1.74%

ABG.AX

-0.97%

ASK.AX

-1.4%

AGL.AX

-3.1%

AIZ.AX

1.45%

AAI.AX

-1.44%

ALK.AX

A4N.AX

ALQ.AX

0.51%

AMC.AX

-1.27%

AOV.AX

1.43%

AMP.AX

0.34%

AEL.AX

-1.46%

ALD.AX

-1.51%

ANN.AX

-0.3%

ANZ.AX

1.91%

APA.AX

-0.76%

ARU.AX

-6.94%

ARB.AX

-2.41%

ARF.AX

-2.07%

ARG.AX

0.23%

ALL.AX

-0.34%

AYA.AX

9.61%

APZ.AX

0.62%

ASX.AX

0.39%

ALX.AX

-0.63%

AUB.AX

0.08%

AIA.AX

0.88%

AZJ.AX

-1.17%

AUC.AX

2.2%

ABB.AX

-1.51%

ASB.AX

AAC.AX

AFG.AX

-0.5%

AFI.AX

-0.15%

AUI.AX

-0.83%

ASG.AX

-2.44%

BOQ.AX

-3.46%

BMN.AX

-2.16%

BCI.AX

BPT.AX

-2.14%

BGA.AX

-3.58%

BGL.AX

3.33%

BEN.AX

-0.83%

BNZ.AX

-6.57%

BHP.AX

0.02%

BKI.AX

-0.56%

BC8.AX

0.9%

XYZ.AX

1.61%

BSL.AX

-1.57%

BMC.AX

-0.66%

BOE.AX

-0.7%

BXB.AX

-1.18%

BVS.AX

5.69%

BRE.AX

-3.18%

BRG.AX

-0.57%

BGP.AX

-0.25%

BFL.AX

1.21%

BWP.AX

0.25%

CMM.AX

1.1%

CSC.AX

-2.11%

CAR.AX

1.15%

CIN.AX

CYL.AX

3.65%

CAT.AX

5.31%

CWP.AX

1.14%

CNI.AX

-1.98%

CIP.AX

-0.33%

COF.AX

0.54%

CHN.AX

-3.62%

CGF.AX

-0.46%

CIA.AX

1.03%

CHI.AX

CHC.AX

-0.35%

CLW.AX

-1.41%

CQR.AX

-0.76%

CQE.AX

-0.77%

CNU.AX

C79.AX

-4.49%

CVL.AX

-0.63%

CU6.AX

6.9%

CWY.AX

-1.33%

CBO.AX

-0.26%

COH.AX

1.51%

CDA.AX

1.36%

COL.AX

-3.93%

CKF.AX

-0.84%

CBA.AX

-0.48%

CPU.AX

0.39%

CEN.AX

2.58%

CXO.AX

-3.08%

CCP.AX

-0.93%

CMW.AX

1.23%

CSL.AX

-0.35%

CCL.AX

-0.63%

DBI.AX

-1.44%

DTL.AX

0.5%

DTR.AX

2.17%

DYL.AX

1.1%

DRR.AX

0.71%

DVP.AX

0.93%

DXS.AX

DXI.AX

-0.4%

DDR.AX

-0.11%

DGT.AX

-0.42%

DJW.AX

-0.34%

DMP.AX

-1.53%

DOW.AX

2.83%

DPM.AX

-1.92%

DRO.AX

3.88%

DUR.AX

0.37%

DNL.AX

-0.6%

APE.AX

-1.29%

EBO.AX

0.34%

EIQ.AX

-5.97%

ELD.AX

-0.14%

EOS.AX

6.34%

ELV.AX

-3.92%

ELS.AX

2.05%

EHL.AX

-1.36%

EMR.AX

EDV.AX

-3.8%

ERA.AX

EQR.AX

7.84%

EQT.AX

0.05%

EUR.AX

EVN.AX

0.25%

EVT.AX

-0.83%

FCL.AX

1.4%

FFM.AX

FPH.AX

0.98%

FPR.AX

1.27%

FBU.AX

FLT.AX

0.1%

FML.AX

-0.87%

FRS.AX

FMG.AX

-0.4%

FRW.AX

FGX.AX

FGG.AX

-1.49%

GLN.AX

-8.26%

GLF.AX

-1.05%

GDG.AX

-2.6%

GNE.AX

GMD.AX

1.22%

GTK.AX

1.67%

GNP.AX

1.47%

GMG.AX

-0.07%

GPT.AX

-1.04%

GQG.AX

0.9%

GNG.AX

1.09%

GNC.AX

-2.85%

GGP.AX

1.26%

GOZ.AX

-0.91%

GCI.AX

-0.97%

GYG.AX

-0.1%

GWA.AX

2.99%

HSN.AX

HVN.AX

-0.45%

HGH.AX

1.63%

HM1.AX

-2.39%

HLI.AX

-0.56%

HMC.AX

0.4%

HDN.AX

-0.78%

HUB.AX

-0.69%

IEL.AX

-4.88%

IGO.AX

-0.52%

ILU.AX

-0.96%

IMD.AX

4.89%

IMR.AX

-2.78%

IFT.AX

0.57%

INA.AX

-1.49%

ING.AX

-4.4%

IAG.AX

-1.31%

IDX.AX

2.25%

IPG.AX

2.63%

IPX.AX

3.78%

IPH.AX

-1.34%

IRE.AX

0.75%

JHX.AX

-2.31%

JBH.AX

0.7%

JDO.AX

-1.38%

JMS.AX

1.92%

KAR.AX

-4.15%

KLS.AX

-0.51%

KCN.AX

-3.48%

KKC.AX

-1.43%

GLS.AX

2.6%

LGF.AX

L1G.AX

3.51%

LSF.AX

-1.89%

LRV.AX

0.4%

LFS.AX

0.55%

LLC.AX

-1.8%

LFG.AX

-1.48%

360.AX

6.15%

LIC.AX

0.85%

LNW.AX

-0.71%

LIN.AX

-5.49%

LTR.AX

-8.33%

LOV.AX

-5.65%

LYL.AX

2.35%

LYC.AX

-1.25%

MA1.AX

0.76%

MAF.AX

-1.7%

MGH.AX

-0.68%

MAH.AX

0.68%

MQG.AX

-0.13%

MAQ.AX

-0.1%

MAD.AX

-0.13%

MFG.AX

0.68%

MAU.AX

MMS.AX

1.01%

MPL.AX

0.21%

MP1.AX

0.78%

MCY.AX

-2.43%

MEZ.AX

0.85%

MSB.AX

MLX.AX

5.58%

MTS.AX

-1.85%

MEI.AX

-4.88%

MOT.AX

-0.57%

MXT.AX

-0.51%

MFF.AX

MIN.AX

0.42%

MI6.AX

7.64%

MIR.AX

-1.53%

MGR.AX

0.29%

MND.AX

0.86%

MYS.AX

-1.28%

NAN.AX

-1.19%

NAB.AX

-1.58%

NGI.AX

NWL.AX

-0.85%

NEU.AX

1.04%

NHC.AX

-0.36%

NMG.AX

-2%

NEM.AX

-1.62%

NWS.AX

-0.7%

NXG.AX

-0.75%

NXT.AX

-1.19%

NHF.AX

0.15%

NCK.AX

-2.48%

NIC.AX

-0.47%

NEC.AX

NST.AX

-0.33%

NWH.AX

0.78%

NUF.AX

-1.61%

NXL.AX

0.34%

OCL.AX

-1.21%

OML.AX

3.38%

OPH.AX

-0.77%

OBM.AX

-2.97%

ORI.AX

-0.8%

ORG.AX

-1.91%

ORA.AX

PDN.AX

3.09%

PNR.AX

PPC.AX

-2.59%

PPM.AX

-1.99%

PRN.AX

0.53%

PPT.AX

-0.3%

PCI.AX

0.46%

PRU.AX

0.74%

PXA.AX

1.84%

PNI.AX

3.76%

PL8.AX

-1.06%

PLS.AX

-1.47%

PGF.AX

0.34%

PNV.AX

0.5%

PDI.AX

-1.65%

PMV.AX

-1.46%

PME.AX

1.84%

PFP.AX

0.54%

PWH.AX

2.71%

PYC.AX

-1.63%

QAN.AX

-0.24%

QBE.AX

0.76%

QAL.AX

1.28%

QRI.AX

-1.27%

QUB.AX

-0.2%

RMS.AX

-0.29%

RHC.AX

0.1%

REA.AX

2.78%

RDX.AX

0.61%

REH.AX

-1.09%

RF1.AX

-0.29%

RPL.AX

3.06%

RG1.AX

0.44%

RGN.AX

-0.43%

REG.AX

-0.15%

RRL.AX

1.56%

RWC.AX

-1.52%

RMD.AX

0.8%

RSG.AX

0.42%

SGLLV.AX

0.24%

RIC.AX

-0.73%

RIO.AX

-0.65%

RXL.AX

1.22%

RFF.AX

RYM.AX

1.41%

SFR.AX

-0.18%

SMI.AX

3.51%

STO.AX

-1.37%

SCG.AX

-0.8%

SEK.AX

0.22%

SHV.AX

0.8%

SRV.AX

-1.23%

SSM.AX

1.51%

SGH.AX

-0.65%

SHA.AX

SIG.AX

0.71%

SLX.AX

-0.53%

SGM.AX

-0.85%

SDR.AX

3.04%

SKS.AX

7.44%

SKC.AX

2.94%

SIQ.AX

0.98%

SHL.AX

0.05%

S32.AX

-0.73%

SX2.AX

-0.72%

SXE.AX

0.51%

SPK.AX

-0.29%

SRG.AX

1.69%

SBM.AX

SMR.AX

-1.29%

SDF.AX

-0.24%

SGP.AX

-0.74%

SNZ.AX

-1.36%

SUN.AX

-0.7%

SRL.AX

3.75%

SUL.AX

-2.74%

SLC.AX

1.47%

SNL.AX

-0.28%

SYL.AX

3.91%

TAH.AX

TEA.AX

TNE.AX

0.32%

TLX.AX

0.19%

TLS.AX

-0.19%

TPW.AX

-1.44%

A2M.AX

-9.9%

TLC.AX

-1.27%

SGR.AX

-4.35%

TVN.AX

1.64%

TWR.AX

1.52%

TPG.AX

0.24%

TCL.AX

0.71%

TWE.AX

-0.47%

TUA.AX

-0.5%

TCG.AX

-4.96%

UNI.AX

-2.55%

VAU.AX

-0.44%

VNT.AX

2.77%

VCX.AX

-0.39%

VGN.AX

5.56%

VEA.AX

-3.2%

VUL.AX

-2.32%

VSL.AX

-1.55%

WA1.AX

-0.53%

WGN.AX

0.88%

WAM.AX

-0.29%

WGB.AX

0.47%

WLE.AX

-0.76%

SOL.AX

0.26%

WPR.AX

-0.4%

WQG.AX

-0.27%

WEB.AX

0.75%

WBT.AX

6.73%

WES.AX

-1.06%

WAF.AX

-0.99%

WGX.AX

1.68%

WBC.AX

0.13%

WHF.AX

-0.81%

WHC.AX

-1.51%

WIA.AX

-4.26%

WC8.AX

WTN.AX

WTC.AX

-0.57%

WDS.AX

-3.05%

WOW.AX

-0.76%

WOR.AX

0.17%

XRO.AX

2.92%

YAL.AX

-2.86%

ZIM.AX

0.68%

ZIP.AX

2.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.30	-0.56	-0.38
SSO ASX Small Caps	15.90	-0.01	-0.06
IVV S&P 500	66.86	-0.05	-0.07
NDQ Nasdaq	56.80	0.46	0.82
F100 FTSE 100	14.81	-0.01	-0.07
ASIA Asia Tech	18.58	0.78	4.38
IEU Europe	98.67	0.04	0.04
IEM Emerging Markets	90.86	1.33	1.49
Gold Gold	58.35	-0.25	-0.43
ACDC Battery Tech	174.80	-0.76	-0.43

COMMODITIES	Close($)	-/+	%
Gold	4,574.64	-38.9801	-0.84
Silver	74.27	-1.066	-1.41
Platinum	1,960.70	-28.2166	-1.42
Palladium	1,489.11	-35.4888	-2.33
Ice Brent Crude	109.20	-4.81	-4.22
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7196	-0.0007	-0.1
Euro	1.1714	-0.0003	-0.03
British Pound	1.3559	-0.0013	-0.1
Canadian Dollar	1.3602	0.0014	0.1
New Zealand Dollar	0.5897	-0.0001	-0.02
Chinese Yuan	6.8300	0.0027	0.04
Japanese Yen	156.9400	-0.08	-0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.59	-2.48%	72.86%	0.30 0.75
BGL	Bellevue Gold Ltd	1.55	3.33%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.95	0.02%	45.23%	35.52 59.39
FMG	Fortescue Ltd	19.93	-0.4%	23.67%	14.31 23.38
NHC	New Hope Corporation Ltd	5.51	-0.36%	47.86%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.50	-1.51%	74.70%	4.96 9.90
NEM	Newmont Cdi	151.20	-1.62%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.22	-0.75%	0.00%	8.06 20.47
SFR	Sandfire Resources Ltd	16.75	-0.18%	69.67%	10.09 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	4.45	9.61
EQR	Eq Resources	0.28	7.84
MI6	Minerals 260	0.78	7.64
SKS	Sks Technologies	6.93	7.44
CU6	Clarity Pharmace	3.10	6.9
WBT	Weebit Nano	4.44	6.73
EOS	Electro Optic Sy	9.89	6.34
360	Life360 Inc.	21.23	6.15
BVS	Bravura Solution	2.23	5.69
MLX	Metals X	1.42	5.58

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
A2M	The A2 Milk Comp	6.55	-9.9
LTR	Liontown	2.42	-8.33
GLN	Galan Lithium	0.50	-8.26
ARU	Arafura Rare Ear	0.34	-6.94
BNZ	Benz Mining-cdi	1.99	-6.57
EIQ	Echoiq	0.95	-5.97
LOV	Lovisa Holdings	22.70	-5.65
LIN	Lindian Resource	0.78	-5.49
TCG	Turaco Gold	0.58	-4.96
MEI	Meteoric Resourc	0.20	-4.88

OPINION

Latest Market Matters Opinions

04/05/2026 16:55

What Mattered Today

The ASX gave back some of Friday’s bounce today, drifting lower as softer local updates outweighed ongoing strength in US equities. Breadth was soft through the session with Staples and Financials leading the declines as the index whipsawed early in the session before cruising lower into the close. With the RBA decision due tomorrow and markets largely priced for another hike, investors remained cautious and selective.

04/05/2026 16:52

National Australia Bank (ASX:NAB) $39.20

NAB –1.58%: fell after a softer 1H result, with cash profit missing expectations as higher costs and weaker revenue weighed on the outcome.

ACTION

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Market Matters Content

Macro Monday: ASX Faces RBA Decision and Federal Budget in Critical Two-Week Window

Morning report 04/05/2026

Afternoon Report

The Match Out: Cautious ASX slips ahead of tomorrow’s RBA call

Afternoon report 04/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

C79

EDV

NAB

SEMI

ANZ

RMD

IFRA

RBTZ

AINF

WOW

MIN

S32

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Morning Report

Macro Monday: ASX Faces RBA Decision and Federal Budget in Critical Two-Week Window

Morning report 04/05/2026

Afternoon Report

The Match Out: Cautious ASX slips ahead of tomorrow’s RBA call

Afternoon report 04/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

C79

EDV

NAB

SEMI

ANZ

RMD

IFRA

RBTZ

AINF

WOW

MIN

S32

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Opinion + Action