scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-5.42%

ABG.AX

0.49%

ASK.AX

1.07%

A1G.AX

AGL.AX

1.05%

AIZ.AX

-1.43%

AAI.AX

-2.5%

ALK.AX

-2.91%

A4N.AX

-3.82%

ALQ.AX

0.71%

AMC.AX

-1.7%

AOV.AX

-1.23%

AMP.AX

2.46%

AEL.AX

0.57%

ALD.AX

1.71%

ANN.AX

0.38%

ANZ.AX

1.3%

APA.AX

1.47%

ARU.AX

-6.49%

ARB.AX

-2.57%

ARF.AX

-0.9%

ARG.AX

0.69%

ALL.AX

0.83%

AYA.AX

-3.64%

APZ.AX

0.63%

ASX.AX

5.1%

ALX.AX

-0.41%

AUB.AX

3.92%

AIA.AX

0.75%

AZJ.AX

0.48%

ABB.AX

0.19%

ASB.AX

-3.51%

AAC.AX

-1.88%

AFG.AX

-1%

AFI.AX

0.15%

AUI.AX

0.46%

ASG.AX

-3.97%

BOQ.AX

0.15%

BMN.AX

-7.59%

BCI.AX

-2.56%

BPT.AX

0.86%

BGA.AX

-1.79%

BGL.AX

-6.9%

BEN.AX

0.75%

BNZ.AX

-2.9%

BHP.AX

-2.24%

BKI.AX

3.5%

BC8.AX

-3.07%

XYZ.AX

-0.58%

BSL.AX

-2.3%

BMC.AX

-0.33%

BOE.AX

-9.45%

BXB.AX

2.54%

BVS.AX

3.41%

BRE.AX

-2.92%

BRG.AX

-0.86%

BGP.AX

BFL.AX

-0.12%

BWP.AX

1.82%

CMM.AX

-3.98%

CSC.AX

1.92%

CAR.AX

2.05%

CIN.AX

-0.2%

CYL.AX

-8.5%

CAT.AX

1.56%

CWP.AX

3.2%

CNI.AX

CIP.AX

1.01%

COF.AX

CHN.AX

-2.58%

CGF.AX

0.95%

CIA.AX

-5.66%

CHI.AX

CHC.AX

1.31%

CLW.AX

CQR.AX

1.56%

CQE.AX

CNU.AX

0.88%

C79.AX

2.6%

CVL.AX

-0.31%

CU6.AX

-4.39%

CWY.AX

0.91%

CBO.AX

3.98%

COH.AX

4.44%

CDA.AX

-0.76%

COL.AX

-3.62%

CKF.AX

CBA.AX

0.86%

CPU.AX

1.62%

CEN.AX

2.52%

CXO.AX

CCP.AX

-0.19%

CMW.AX

CSL.AX

-1.12%

CCL.AX

-2.7%

DBI.AX

0.93%

DTL.AX

-1.11%

DTR.AX

-6.25%

DYL.AX

-9.16%

DRR.AX

-0.48%

DVP.AX

-4.18%

DXS.AX

0.81%

DXI.AX

0.4%

DDR.AX

-1.11%

DGT.AX

0.42%

DUI.AX

DJW.AX

-0.35%

DMP.AX

1.42%

DOW.AX

1.37%

DPM.AX

-0.52%

DRO.AX

-2.48%

DUR.AX

-1.4%

DNL.AX

1.24%

APE.AX

0.93%

EBO.AX

1.41%

EIQ.AX

-2.09%

ELD.AX

EOS.AX

-4.93%

ELV.AX

0.22%

ELS.AX

-4.18%

EHL.AX

-5.44%

EMR.AX

-5.71%

EDV.AX

-1.18%

ERA.AX

14.29%

EQR.AX

-11.48%

EQT.AX

0.05%

EUR.AX

8.22%

EVN.AX

-5.33%

EVT.AX

-0.17%

FCL.AX

0.71%

FFM.AX

-7.04%

FPH.AX

0.95%

FPR.AX

FBU.AX

-0.43%

FLT.AX

-0.68%

FML.AX

-5.2%

FRS.AX

-2.88%

FMG.AX

-2.82%

FRW.AX

FGX.AX

-4.76%

FGG.AX

0.9%

GLN.AX

-1.87%

GLF.AX

-1.06%

GDG.AX

4.3%

GNE.AX

3.13%

GMD.AX

-8.5%

GTK.AX

2.3%

GNP.AX

2.53%

GMG.AX

2.21%

GPT.AX

-0.21%

GQG.AX

0.92%

GNG.AX

-0.44%

GNC.AX

0.65%

GGP.AX

-4.43%

GOZ.AX

-0.45%

GCI.AX

-0.49%

GYG.AX

-1.13%

GWA.AX

HSN.AX

-0.79%

HVN.AX

HGH.AX

-1.09%

HM1.AX

0.69%

HLI.AX

1.71%

HMC.AX

0.4%

HDN.AX

1.6%

HUB.AX

0.13%

IEL.AX

3.46%

IGO.AX

-1.85%

ILU.AX

0.62%

IMD.AX

-1.96%

IMR.AX

IFT.AX

1.8%

INA.AX

0.51%

ING.AX

-3.83%

IAG.AX

3.16%

IDX.AX

1.83%

IPG.AX

0.36%

IPX.AX

-1.91%

IPH.AX

0.55%

IRE.AX

0.15%

JHX.AX

-4.87%

JBH.AX

-0.66%

JDO.AX

JMS.AX

1.85%

KAR.AX

2.34%

KLS.AX

-0.78%

KCN.AX

-4.21%

KKC.AX

0.48%

GLS.AX

-0.53%

LGF.AX

-0.49%

L1G.AX

-4.27%

LSF.AX

-0.72%

LRV.AX

-1.97%

LFS.AX

1.09%

LLC.AX

0.9%

LFG.AX

-0.89%

360.AX

-0.74%

LIC.AX

-3.49%

LNW.AX

0.48%

LIN.AX

-7.51%

LTR.AX

-3.29%

LOV.AX

0.77%

LYL.AX

-0.08%

LYC.AX

-3.4%

MA1.AX

MAF.AX

-0.28%

MGH.AX

-2.88%

MAH.AX

-1.35%

MQG.AX

0.84%

MAQ.AX

0.33%

MAD.AX

0.8%

MFG.AX

1.59%

MAU.AX

-2.81%

MMS.AX

0.77%

MPL.AX

1.74%

MP1.AX

1.1%

MCY.AX

1.1%

MEZ.AX

1.55%

MSB.AX

-4.5%

MLX.AX

-2.12%

MTS.AX

-2.16%

MEI.AX

-2.63%

MOT.AX

-0.28%

MXT.AX

-0.25%

MFF.AX

0.88%

MIN.AX

2.96%

MI6.AX

-6.67%

MIR.AX

-0.38%

MGR.AX

-0.58%

MND.AX

-2.58%

MYS.AX

-0.86%

NAN.AX

-0.29%

NAB.AX

0.53%

NGI.AX

2.06%

NWL.AX

-0.3%

NEU.AX

1.55%

NHC.AX

0.92%

NMG.AX

-4.08%

NEM.AX

-2.12%

NWS.AX

0.47%

NXG.AX

-2.33%

NXT.AX

1.71%

NHF.AX

0.61%

NCK.AX

-0.67%

NIC.AX

-2.36%

NEC.AX

NST.AX

-2.73%

NWH.AX

1.83%

NUF.AX

0.41%

NXL.AX

-2.27%

OCL.AX

OML.AX

3.54%

OPH.AX

-1.52%

OBM.AX

-6.71%

ORI.AX

0.38%

ORG.AX

0.58%

ORA.AX

-8.07%

PDN.AX

-4.71%

PNR.AX

-0.61%

PPC.AX

PPM.AX

-0.86%

PRN.AX

-2.89%

PPT.AX

-1.31%

PCI.AX

-0.46%

PRU.AX

-2.86%

PXA.AX

2.78%

PNI.AX

-2.31%

PL8.AX

1.83%

PLS.AX

0.67%

PGF.AX

-1.7%

PNV.AX

-0.99%

PDI.AX

-8.87%

PMV.AX

-1.92%

PME.AX

-0.33%

PFP.AX

-1.56%

PWH.AX

-1.26%

PYC.AX

-4.55%

QAN.AX

0.36%

QBE.AX

0.81%

QAL.AX

2.55%

QRI.AX

0.64%

QUB.AX

0.4%

RMS.AX

-6.41%

RHC.AX

0.1%

REA.AX

1.54%

RDX.AX

-1.51%

REH.AX

1.63%

RF1.AX

0.58%

RPL.AX

-2.95%

RG1.AX

-0.87%

RGN.AX

0.43%

REG.AX

2.16%

RRL.AX

-3.08%

RWC.AX

0.31%

RMD.AX

-1.88%

RSG.AX

-4.53%

SGLLV.AX

-3.27%

RIC.AX

-1.76%

RIO.AX

-1.99%

RXL.AX

-3.57%

RFF.AX

-0.49%

RYM.AX

-2.84%

SFR.AX

-2.34%

SMI.AX

-8.94%

STO.AX

2.96%

SCG.AX

1.64%

SEK.AX

1.47%

SHV.AX

0.26%

SRV.AX

-1.52%

SSM.AX

SGH.AX

1.68%

SIG.AX

0.36%

SLX.AX

-9.14%

SGM.AX

-0.14%

SDR.AX

SKS.AX

1.98%

SKC.AX

3.85%

SIQ.AX

0.89%

SHL.AX

-0.8%

S32.AX

-5.4%

SX2.AX

-5.29%

SXE.AX

1.88%

SPK.AX

1.49%

SRG.AX

1.05%

SBM.AX

-3.15%

SMR.AX

3.1%

SDF.AX

SGP.AX

-0.98%

SNZ.AX

1.06%

SUN.AX

0.77%

SRL.AX

0.4%

SUL.AX

-1.25%

SLC.AX

1.51%

SNL.AX

-1%

SYL.AX

-2.95%

TAH.AX

1.35%

TEA.AX

-1.07%

TNE.AX

-2.17%

TLX.AX

TLS.AX

1.33%

TPW.AX

-3.42%

A2M.AX

-0.7%

TLC.AX

1.1%

SGR.AX

4.76%

TVN.AX

-4.55%

TWR.AX

1.54%

TPG.AX

-0.71%

TCL.AX

1.38%

TWE.AX

-0.46%

TUA.AX

2.07%

TCG.AX

-7.44%

UNI.AX

-0.94%

VAU.AX

-4.87%

VNT.AX

0.57%

VCX.AX

0.8%

VGN.AX

-1.81%

VEA.AX

2.93%

VUL.AX

-2.03%

VSL.AX

0.2%

WA1.AX

-3.48%

WGN.AX

6.54%

WAM.AX

0.29%

WGB.AX

-0.47%

WLE.AX

0.38%

SOL.AX

2.6%

WPR.AX

0.82%

WEB.AX

-1.49%

WBT.AX

5.99%

WES.AX

0.8%

WAF.AX

-2.32%

WGX.AX

-9.32%

WBC.AX

0.73%

WHF.AX

-0.41%

WHC.AX

2.19%

WIA.AX

-3.92%

WC8.AX

9.35%

WTN.AX

WTC.AX

3.41%

WDS.AX

1.51%

WOW.AX

-7.78%

WOR.AX

0.94%

XRO.AX

0.93%

YAL.AX

1.87%

ZIM.AX

-7.84%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.74	-0.29	-0.2
SSO ASX Small Caps	15.71	-0.18	-1.13
IVV S&P 500	66.54	0.02	0.03
NDQ Nasdaq	56.11	0.17	0.3
F100 FTSE 100	14.60	-0.09	-0.61
ASIA Asia Tech	17.56	-0.12	-0.68
IEU Europe	97.07	-1.16	-1.18
IEM Emerging Markets	88.92	-0.38	-0.43
Gold Gold	58.25	-0.49	-0.83
ACDC Battery Tech	170.23	-0.19	-0.11

COMMODITIES	Close($)	-/+	%
Gold	4,611.07	69.32	1.53
Silver	72.96	1.478	2.07
Platinum	1,949.65	70.3399	3.74
Palladium	1,474.51	15.6201	1.07
Ice Brent Crude	121.68	10.42	9.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7161	0.0045	0.63
Euro	1.1690	0.0013	0.11
British Pound	1.3514	0.0041	0.3
Canadian Dollar	1.3660	-0.0024	-0.18
New Zealand Dollar	0.5872	0.0043	0.74
Chinese Yuan	6.8260	-0.0115	-0.17
Japanese Yen	156.9100	-3.48	-2.17

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.60	-0.83%	72.86%	0.30 0.75
BGL	Bellevue Gold Ltd	1.49	-6.9%	75.27%	0.78 2.00
BHP	Bhp Group Ltd	53.72	-2.24%	43.89%	35.52 59.39
FMG	Fortescue Ltd	19.65	-2.82%	23.52%	14.31 23.38
NHC	New Hope Corporation Ltd	5.48	0.92%	44.80%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.41	2.19%	62.01%	4.96 9.90
NEM	Newmont Cdi	150.32	-2.12%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.32	-2.33%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.31	-2.34%	63.09%	9.81 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	14.29
WC8	Wildcat Resource	0.59	9.35
EUR	European Lithium	0.40	8.22
WGN	Wagners Holding	4.56	6.54
WBT	Weebit Nano	4.25	5.99
ASX	Asx	60.80	5.1
SGR	The Star Enterta	0.11	4.76
COH	Cochlear	94.00	4.44
GDG	Generation Devel	3.88	4.3
CBO	Cobram Estate	3.92	3.98

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.27	-11.48
BOE	Boss Energy	1.39	-9.45
WGX	Westgold Resourc	5.35	-9.32
DYL	Deep Yellow	1.79	-9.16
SLX	Silex Systems	5.57	-9.14
SMI	Santana Minerals	0.56	-8.94
PDI	Predictive Disco	0.93	-8.87
GMD	Genesis Minerals	5.81	-8.5
CYL	Catalyst Metals	5.17	-8.5
ORA	Orora	1.31	-8.07

OPINION

Latest Market Matters Opinions

30/04/2026 17:26

Broker Moves

• Suncorp Cut to Hold at Morgans Financial Limited; PT A$17.79 • Stanmore Resources Raised to Buy at Morgans Financial Limited • Tasmea Rated New Buy at Canaccord; PT A$6.29 • Eagers Raised to Positive at Evans & Partners Pty Ltd • ASX Raised to Buy at UBS • 29Metals Cut to Neutral at Macquarie; PT 25 Australian cents • Scentre Group Raised to Neutral at UBS; PT A$3.80

30/04/2026 17:25

Mineral Resources (ASX:MIN) $63.71

MIN +2.96%: delivered a mixed quarterly update - while current production came in softer, the market focused on an upgrade to mining services volumes guidance, highlighting continued strength in its core contracting business.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: Atlas Arteria takeover bid – What it could mean for ASX infrastructure and utilities stocks?

Morning report 30/04/2026

Afternoon Report

The Match Out: Supermarkets under the pump as Woolworths leads the ASX lower

Afternoon report 30/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.09% Active Growth Portfolio

10.59% Shawn’s Trade Ideas

17.37% Active Income Portfolio

27.96% International Equities Portfolio

13.14% Emerging Companies Portfolio

9.07% Core ETF Portfolio

13.09% Active Growth Portfolio 10.59% Shawn’s Trade Ideas 17.37% Active Income Portfolio 27.96% International Equities Portfolio 13.14% Emerging Companies Portfolio 9.07% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 31st March 2026

Latest View Points

WOW

MIN

S32

TCL

AGL

ORG

APA

ALX

UBS US

ASH US

MSFT US

PXA

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

What Matters Today: Atlas Arteria takeover bid – What it could mean for ASX infrastructure and utilities stocks?

Morning report 30/04/2026

Afternoon Report

The Match Out: Supermarkets under the pump as Woolworths leads the ASX lower

Afternoon report 30/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

Ask James

Question asked 24/04/2026

Banks

Latest View Points

WOW

MIN

S32

TCL

AGL

ORG

APA

ALX

UBS US

ASH US

MSFT US

PXA

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