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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.41%

4DX.AX

1.06%

ABG.AX

-1.01%

ASK.AX

-0.75%

A1G.AX

-0.51%

AGL.AX

-0.81%

AIZ.AX

4.17%

AAI.AX

0.5%

ALK.AX

4.36%

A4N.AX

0.88%

ALQ.AX

2.24%

AMC.AX

-1.45%

AOV.AX

0.59%

AMP.AX

-1.56%

AEL.AX

3.34%

ALD.AX

0.48%

ANN.AX

1.86%

ANZ.AX

1.72%

APA.AX

1.42%

ARU.AX

ARB.AX

1.44%

ARF.AX

-0.6%

ARG.AX

2.12%

ALL.AX

1.3%

APZ.AX

-0.65%

ASX.AX

0.06%

ALX.AX

AUB.AX

1.05%

AIA.AX

-1.2%

AZJ.AX

1.97%

ABB.AX

2.9%

ASB.AX

-0.22%

AAC.AX

AEF.AX

3.46%

AFI.AX

1.52%

AUI.AX

1.51%

ASG.AX

-2%

BOQ.AX

6.91%

BMN.AX

-1.33%

BCI.AX

-6.02%

BPT.AX

-0.38%

BGA.AX

0.66%

BGL.AX

2.29%

BEN.AX

1.88%

BNZ.AX

BHP.AX

3.3%

BKI.AX

0.88%

BC8.AX

1.95%

XYZ.AX

3.31%

BSL.AX

3.84%

BOE.AX

-1.9%

BXB.AX

0.31%

BVS.AX

-1.27%

BRE.AX

2.43%

BRG.AX

2.42%

BFL.AX

0.5%

BWP.AX

CMM.AX

2.47%

CSC.AX

3.73%

CAR.AX

2.4%

CIN.AX

CYL.AX

2.45%

CAT.AX

-2.17%

CWP.AX

0.43%

CNI.AX

CIP.AX

0.35%

COF.AX

1.07%

CHN.AX

1.74%

CGF.AX

-2.18%

CIA.AX

3.38%

CHI.AX

CHC.AX

0.97%

CLW.AX

-0.9%

CQR.AX

-0.54%

CQE.AX

-1.54%

CNU.AX

0.51%

C79.AX

1.61%

CVL.AX

-0.35%

CU6.AX

-3.17%

CWY.AX

0.43%

CBO.AX

-1.45%

COH.AX

0.43%

CDA.AX

3.5%

COL.AX

-1.5%

CKF.AX

1.69%

CBA.AX

2.4%

CPU.AX

0.64%

CEN.AX

1.82%

CXO.AX

9.8%

CRN.AX

1.54%

CCP.AX

1.17%

CMW.AX

CSL.AX

0.99%

CCL.AX

-1.47%

DBI.AX

-0.4%

DTL.AX

2.28%

DTR.AX

1.23%

DYL.AX

-0.56%

DRR.AX

1.74%

DVP.AX

5.31%

DXS.AX

1.37%

DXI.AX

-1.74%

DDR.AX

3.61%

DGT.AX

-1.72%

DUI.AX

-0.59%

DJW.AX

2.14%

DMP.AX

6.76%

DOW.AX

1.16%

DPM.AX

2.91%

DRO.AX

1.53%

DUR.AX

1.09%

DNL.AX

2.19%

APE.AX

0.17%

EBO.AX

-1.3%

EIQ.AX

2.31%

ELD.AX

0.41%

EOS.AX

4.89%

ELV.AX

6.2%

ELS.AX

8.32%

EHL.AX

5.76%

EMR.AX

2.12%

EDV.AX

ERA.AX

EQR.AX

9.52%

EQT.AX

0.95%

EVN.AX

-1.61%

EVT.AX

2.81%

FCL.AX

FFM.AX

1.18%

FPH.AX

2.15%

FPR.AX

-0.81%

FBU.AX

2.54%

FLT.AX

3.26%

FML.AX

-1.23%

FRS.AX

2.11%

FMG.AX

2.12%

FRW.AX

2.08%

FGX.AX

FGG.AX

-0.98%

GLF.AX

-2.1%

GDG.AX

4.62%

GNE.AX

0.28%

GMD.AX

2.73%

GTK.AX

GNP.AX

0.66%

GMG.AX

0.65%

GPT.AX

-0.22%

GQG.AX

-0.56%

GNG.AX

3.1%

GNC.AX

-0.15%

GGP.AX

3.97%

GOZ.AX

-1.89%

GCI.AX

-0.5%

GYG.AX

18.55%

GWA.AX

1.91%

HSN.AX

0.63%

HVN.AX

0.42%

HGH.AX

-1.52%

HM1.AX

HLI.AX

1.71%

HMC.AX

-3.17%

HDN.AX

-0.41%

HUB.AX

3.34%

IEL.AX

0.72%

IGO.AX

3.27%

ILU.AX

2.81%

IMD.AX

3.77%

IMR.AX

-1.6%

IFT.AX

1.06%

INA.AX

0.51%

ING.AX

0.5%

IFL.AX

IAG.AX

-0.27%

IDX.AX

0.44%

IPX.AX

5.8%

IPH.AX

1.82%

IRE.AX

1.18%

JHX.AX

0.07%

JBH.AX

0.35%

JDO.AX

1.5%

JMS.AX

1.85%

KAR.AX

2.83%

KLS.AX

-0.26%

KCN.AX

2.97%

KKC.AX

-1.47%

GLS.AX

1.18%

L1G.AX

-0.48%

LSF.AX

1.26%

LRV.AX

2.88%

LFS.AX

LLC.AX

-1.55%

LFG.AX

-0.56%

360.AX

3.53%

LIC.AX

-2.55%

LNW.AX

2.02%

LIN.AX

4.64%

LTR.AX

1.77%

LOV.AX

LYL.AX

-0.83%

LYC.AX

4.59%

MA1.AX

0.51%

MAF.AX

0.57%

MGH.AX

3.23%

MAH.AX

2.05%

MQG.AX

3.21%

MAQ.AX

6.2%

MAD.AX

-1.83%

MFG.AX

0.42%

MAU.AX

0.8%

MMS.AX

MPL.AX

MEK.AX

2.94%

MP1.AX

3.04%

MCY.AX

1.16%

MEZ.AX

3.8%

MSB.AX

-6.81%

MLX.AX

1.92%

MTS.AX

MOT.AX

MXT.AX

-1.31%

MFF.AX

0.87%

MIN.AX

3.44%

MI6.AX

1.48%

MIR.AX

-0.39%

MGR.AX

1.17%

MND.AX

1.14%

MYR.AX

-1.69%

MYS.AX

0.9%

NAN.AX

-0.54%

NAB.AX

2.58%

NSR.AX

0.36%

NGI.AX

1.46%

NWL.AX

2.78%

NEU.AX

2.24%

NHC.AX

0.17%

NMG.AX

4.17%

NEM.AX

2.91%

NWS.AX

0.42%

NXG.AX

0.12%

NXT.AX

11.9%

NHF.AX

NCK.AX

1.54%

NIC.AX

1.65%

NEC.AX

2.59%

NST.AX

2.01%

NWH.AX

3.54%

NUF.AX

9.85%

OCL.AX

-0.7%

OPH.AX

1.13%

OBM.AX

3.13%

ORI.AX

0.69%

ORG.AX

1.59%

ORA.AX

2.41%

PDN.AX

0.79%

PNR.AX

PPC.AX

4.04%

PPM.AX

2.62%

PRN.AX

3.9%

PPT.AX

1.77%

PCI.AX

-1.4%

PRU.AX

1.89%

PXA.AX

1.16%

PNI.AX

3.05%

PL8.AX

-2.24%

PLS.AX

1.96%

PGF.AX

0.71%

PNV.AX

-1.07%

PDI.AX

2.4%

PMV.AX

-0.24%

PME.AX

2.64%

PFP.AX

-2.98%

PWH.AX

-3.08%

PYC.AX

-4.48%

QAN.AX

-0.7%

QBE.AX

1.72%

QAL.AX

QRI.AX

-0.64%

QUB.AX

RMS.AX

1.63%

RHC.AX

0.95%

REA.AX

2.58%

RDX.AX

-2.68%

REH.AX

4.11%

RF1.AX

-0.59%

RPL.AX

1.18%

RG1.AX

2.73%

RGN.AX

REG.AX

-0.49%

RRL.AX

1.93%

RWC.AX

3.1%

RMD.AX

0.71%

RSG.AX

2.87%

SGLLV.AX

3.56%

RIC.AX

0.38%

RIO.AX

2.96%

RXR.AX

3.2%

RXL.AX

-1.14%

RFF.AX

-1.26%

RYM.AX

-4.84%

SFR.AX

0.92%

SMI.AX

2.96%

STO.AX

0.12%

SCG.AX

0.3%

SEK.AX

2.31%

SHV.AX

-0.26%

SRV.AX

-2.51%

SSM.AX

SGH.AX

1.87%

SHA.AX

-3.71%

SIG.AX

0.38%

SLX.AX

1.16%

SGM.AX

0.22%

SDR.AX

1.45%

SKC.AX

-3.45%

SIQ.AX

0.83%

SHL.AX

-2.5%

S32.AX

2.94%

SX2.AX

3.51%

SXE.AX

-3.37%

SPK.AX

2.02%

SRG.AX

1.18%

SBM.AX

SMR.AX

3.09%

SDF.AX

0.95%

SGP.AX

-3.4%

STK.AX

-2.44%

SNZ.AX

SUN.AX

-1.08%

SRL.AX

-2.64%

SUL.AX

0.71%

SLC.AX

2.24%

SNL.AX

SYL.AX

-3.67%

TAH.AX

1.61%

TBN.AX

TEA.AX

-0.22%

TNE.AX

2.42%

TLX.AX

4.86%

TLS.AX

-0.37%

TPW.AX

-1.6%

A2M.AX

-1.92%

TLC.AX

0.74%

SGR.AX

TVN.AX

3.28%

TWR.AX

1.92%

TPG.AX

-0.74%

TCL.AX

-1.23%

TWE.AX

1.34%

TUA.AX

-0.69%

TCG.AX

-2.4%

TRA.AX

UNI.AX

-3.37%

VAU.AX

2.18%

VNT.AX

-0.38%

VCX.AX

0.42%

VGN.AX

VEA.AX

2.72%

VUL.AX

5.18%

VSL.AX

2.74%

WA1.AX

-1.77%

WGN.AX

2.21%

WAM.AX

-0.3%

WGB.AX

0.91%

WLE.AX

1.46%

SOL.AX

1.77%

WPR.AX

-0.84%

WEB.AX

2.69%

WBT.AX

-1.69%

WES.AX

1.34%

WAF.AX

1.23%

WGX.AX

2.5%

WBC.AX

2.38%

WHF.AX

0.81%

WHC.AX

-0.33%

WIA.AX

1.16%

WC8.AX

-3.85%

WTC.AX

3.38%

WDS.AX

2.49%

WOW.AX

1.38%

WOR.AX

2.14%

XRO.AX

1.74%

YAL.AX

-0.24%

ZIM.AX

-0.4%

ZIP.AX

6.03%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.62	2.35	1.64
SSO ASX Small Caps	15.59	0.28	1.83
IVV S&P 500	63.32	0.51	0.81
NDQ Nasdaq	51.24	0.58	1.14
F100 FTSE 100	15.10	0.18	1.21
ASIA Asia Tech	14.92	0.52	3.61
IEU Europe	97.83	0.58	0.6
IEM Emerging Markets	83.14	1.72	2.11
Gold Gold	61.43	-0.71	-1.14
ACDC Battery Tech	148.68	2.44	1.67

COMMODITIES	Close($)	-/+	%
Gold	4,678.62	31.229	0.67
Silver	71.98	-0.81	-1.11
Platinum	1,942.50	-37.0059	-1.87
Palladium	1,455.36	-29.7724	-2
Ice Brent Crude	109.70	0.67	0.61
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6953	0.0037	0.53
Euro	1.1578	0.0039	0.34
British Pound	1.3263	0.0031	0.23
Canadian Dollar	1.3902	-0.0007	-0.05
New Zealand Dollar	0.5711	0.0002	0.04
Chinese Yuan	6.8567	-0.0257	-0.37
Japanese Yen	159.7600	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	0.55	0.93%	47.95%	0.28 0.75
BGL	Bellevue Gold Ltd	1.57	2.29%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	52.92	3.3%	33.69%	33.80 59.39
FMG	Fortescue Ltd	20.68	2.12%	31.49%	13.87 23.38
NHC	New Hope Corporation Ltd	5.85	0.17%	58.70%	3.39 6.14
WHC	Whitehaven Coal Ltd	9.05	-0.33%	72.62%	4.52 9.90
NEM	Newmont Cdi	163.97	2.91%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.36	0.12%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.52	0.92%	61.12%	8.15 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
GYG	Guzman Y Gomez	18.02	18.55
NXT	Nextdc	12.60	11.9
NUF	Nufarm	2.23	9.85
CXO	Core Lithium	0.28	9.8
EQR	Eq Resources	0.35	9.52
ELS	Elsight	6.77	8.32
BOQ	Bank Of Queensla	7.27	6.91
DMP	Domino's Pizza E	17.06	6.76
ELV	Elevra Lithium	8.91	6.2
MAQ	Macquarie Techno	64.43	6.2

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MSB	Mesoblast	1.99	-6.81
BCI	Bci Minerals	0.39	-6.02
RYM	Ryman Healthcare	1.77	-4.84
PYC	Pyc Therapeutics	1.07	-4.48
WC8	Wildcat Resource	0.38	-3.85
SHA	Shape Australia	6.49	-3.71
SYL	Symal Group	2.10	-3.67
SKC	Skycity Entertai	0.56	-3.45
SGP	Stockland	3.98	-3.4
UNI	Universal Store	7.16	-3.37

OPINION

Latest Market Matters Opinions

07/04/2026 17:09

Broker Moves

• Genesis Minerals Raised to Buy at Moelis & Company; PT A$8.40 • Kingsgate Consolidated Raised to Buy at Moelis & Company • Ridley Rated New Overweight at Jarden Securities; PT A$3.10 • Growthpoint Cut to Neutral at Macquarie; PT A$2.02 • Centuria Capital Raised to Outperform at Macquarie; PT A$1.78 • Ansell Rated New Neutral at Goldman; PT A$31.80 • HomeCo Daily Raised to Overweight at JPMorgan; PT A$1.40 • PEXA Group Cut to Neutral at Jarden Securities; PT A$12.40 • Capricorn Metals Raised to Overweight at Jarden Securities • Genetic Signatures Cut to Speculative Hold at Bell Potter • Woodside Energy Cut to Hold at Morgans Financial Limited

07/04/2026 17:09

What Mattered Today

The ASX 200 finished higher today, extending the recent recovery, although the market did give back some earlier gains as the session progressed. The index rallied through the morning before fading into the close, with investors balancing improving risk sentiment against the continued uncertainty surrounding the Middle East conflict and the looming US deadline on Iran.

ACTION

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Market Matters Content

Macro Monday, on Tuesday: US bears may be tiring as S&P 500 rallies into & out of Easter

Morning report 07/04/2026

Afternoon Report

The Match Out: ASX surges in broad rally as dip buyers pile in

Afternoon report 07/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

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

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13.09% Active Growth Portfolio 10.95% Shawn’s Trade Ideas 17.37% Active Income Portfolio 27.96% International Equities Portfolio 13.14% Emerging Companies Portfolio 9.07% Core ETF Portfolio

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Latest View Points

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

MAF

BTU US

IREN US

PLS

PDN

Chart of the week

McCellan’s Advance-Decline Index v S&P 500 Index

Aus. Investment blog Subscribe to blog

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 25/03/2026

Why is Sandfire up +7% today?

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

ASX: SFR 25/03/2026

Morning Report

Macro Monday, on Tuesday: US bears may be tiring as S&P 500 rallies into & out of Easter

Morning report 07/04/2026

Afternoon Report

The Match Out: ASX surges in broad rally as dip buyers pile in

Afternoon report 07/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

MAF

BTU US

IREN US

PLS