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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

9.09%

ABG.AX

AIS.AX

-7.41%

AGL.AX

1.93%

A1M.AX

-1.37%

AIZ.AX

2.86%

AAI.AX

1.45%

ALK.AX

-1.5%

A4N.AX

-1.02%

ALQ.AX

1.02%

AMC.AX

-0.73%

AOV.AX

1.42%

AMP.AX

-1.4%

ALD.AX

0.08%

ANN.AX

1.52%

ANZ.AX

-0.05%

APA.AX

1.08%

ARU.AX

-2.78%

ARB.AX

0.81%

ARF.AX

-0.31%

ARG.AX

0.44%

ALL.AX

0.41%

AYA.AX

0.5%

APZ.AX

1.97%

ASX.AX

0.09%

ALX.AX

1.19%

AUB.AX

1.47%

AIA.AX

1.8%

AXQ.AX

-6.25%

AMI.AX

3.17%

AZJ.AX

1.19%

ABB.AX

0.42%

ASB.AX

1.11%

AAC.AX

-1.1%

AFI.AX

-0.44%

AUI.AX

-0.26%

BOQ.AX

BMN.AX

4.53%

BCI.AX

1.16%

BPT.AX

-0.55%

BGA.AX

0.82%

BGL.AX

0.4%

BEN.AX

-0.79%

BNZ.AX

12.75%

BHP.AX

0.68%

BKI.AX

BC8.AX

1.68%

XYZ.AX

-1.01%

BSL.AX

2.23%

BOE.AX

BXB.AX

0.26%

BVS.AX

3.94%

BRE.AX

1.07%

BRG.AX

BGP.AX

-6.84%

BFL.AX

0.38%

BWP.AX

CMM.AX

0.31%

CSC.AX

-0.44%

CAR.AX

-0.04%

CIN.AX

0.44%

CYL.AX

6.67%

CAT.AX

-0.9%

CWP.AX

-2.28%

CNI.AX

CIP.AX

COF.AX

-1.09%

CGF.AX

1.02%

CIA.AX

-2.93%

CHC.AX

-0.26%

CLW.AX

-0.79%

CQR.AX

-0.5%

CQE.AX

-0.78%

CNU.AX

0.76%

C79.AX

-1.16%

CVL.AX

-0.88%

CU6.AX

-0.42%

CWY.AX

CBO.AX

1.23%

COH.AX

0.67%

CDA.AX

COL.AX

0.75%

CKF.AX

0.85%

CBA.AX

0.21%

CPU.AX

2.34%

CEN.AX

-0.9%

CXO.AX

2.08%

CCP.AX

-0.22%

CMW.AX

1.16%

CSL.AX

1.01%

CCL.AX

0.6%

DBI.AX

1.61%

DTL.AX

-0.31%

DYL.AX

0.76%

DRR.AX

-0.92%

DVP.AX

-1.65%

DXS.AX

0.17%

DXI.AX

0.41%

DDR.AX

0.56%

DGT.AX

1.18%

DJW.AX

0.34%

DMP.AX

6.25%

DOW.AX

1.03%

DPM.AX

-3.79%

DRO.AX

7.08%

DUR.AX

2.83%

DNL.AX

-0.53%

APE.AX

1.4%

EBO.AX

-2.31%

EIQ.AX

0.38%

ELD.AX

0.18%

EOS.AX

3.74%

ELV.AX

-3.08%

ELS.AX

10.38%

EHL.AX

0.52%

EMR.AX

0.19%

EDV.AX

1.15%

EQR.AX

1.96%

EVN.AX

1.69%

EVT.AX

2.02%

FDC.AX

-1.19%

FCL.AX

-3.84%

FFM.AX

6.29%

FPH.AX

1.35%

FPR.AX

17.31%

FBU.AX

-0.33%

FLT.AX

0.98%

FRS.AX

FMG.AX

-3.84%

FGX.AX

0.37%

FGG.AX

0.3%

GLF.AX

1.36%

GDG.AX

-2.19%

GNE.AX

5.85%

GMD.AX

2.1%

GNP.AX

1.14%

GMG.AX

0.34%

GPT.AX

-0.39%

GQG.AX

0.74%

GNG.AX

1.23%

GNC.AX

1.25%

GGP.AX

1.11%

G6M.AX

-9.42%

GOZ.AX

GCI.AX

GYG.AX

1.52%

GWA.AX

-1.26%

HSN.AX

0.47%

HVN.AX

HGH.AX

-4.08%

HM1.AX

0.69%

HLI.AX

HMC.AX

3.47%

HDN.AX

0.4%

HUB.AX

0.59%

IEL.AX

-1.3%

IGO.AX

0.73%

ILU.AX

2.81%

IMD.AX

1.63%

IMR.AX

IFT.AX

0.24%

INA.AX

-0.46%

ING.AX

-2.67%

IAG.AX

0.59%

IDX.AX

1.9%

IPX.AX

-1.31%

IPH.AX

2.16%

IRE.AX

1.17%

JHX.AX

1.32%

JBH.AX

0.6%

JDO.AX

1.55%

JMS.AX

KAR.AX

-0.29%

KLS.AX

KCN.AX

1.24%

KKC.AX

GLS.AX

1.96%

LGF.AX

3.38%

L1G.AX

-0.97%

LSF.AX

1.09%

LRV.AX

3.57%

LFS.AX

LLC.AX

-1.65%

LFG.AX

-1.54%

360.AX

-0.31%

LIC.AX

1.77%

LNW.AX

1.48%

LIN.AX

-1.28%

LTR.AX

2.59%

LOV.AX

3.73%

LYL.AX

-1.57%

LYC.AX

-0.35%

MA1.AX

0.25%

MAF.AX

-1.93%

MGH.AX

MAH.AX

4.86%

MQG.AX

0.83%

MAQ.AX

1.9%

MAD.AX

1.01%

MFG.AX

1.57%

MMS.AX

0.67%

MPL.AX

0.19%

MP1.AX

-0.88%

MCY.AX

MEZ.AX

3.05%

MSB.AX

-0.98%

MLX.AX

3.81%

MTS.AX

1.64%

MEI.AX

2.7%

MOT.AX

0.31%

MXT.AX

MFF.AX

-0.57%

MIN.AX

-0.43%

MI6.AX

4.24%

MIR.AX

-1.98%

MGR.AX

0.28%

MND.AX

0.96%

MYS.AX

-0.82%

NAN.AX

1.27%

NAB.AX

0.65%

NGI.AX

3.02%

NWL.AX

3.94%

NEU.AX

3.28%

NHC.AX

-0.77%

NMG.AX

6.52%

NEM.AX

-0.26%

NWS.AX

-1.1%

NXG.AX

-2.03%

NXT.AX

0.9%

NHF.AX

NCK.AX

1.07%

NIC.AX

NEC.AX

2.6%

NST.AX

0.05%

NWH.AX

1.71%

NUF.AX

1.67%

OCL.AX

-1.14%

OML.AX

1.61%

OPH.AX

0.39%

OBM.AX

2.64%

ORI.AX

ORG.AX

2.88%

ORA.AX

0.34%

PDN.AX

-0.11%

PNR.AX

-0.98%

PPC.AX

1.4%

PPM.AX

3.13%

PRN.AX

PPT.AX

-1.53%

PCI.AX

-0.91%

PRU.AX

-0.21%

PXA.AX

PNI.AX

3.38%

PL8.AX

0.35%

PLS.AX

-1.69%

PGF.AX

1.48%

PNV.AX

1.16%

PDI.AX

PMV.AX

-1.61%

PME.AX

1.53%

PWH.AX

0.6%

PYC.AX

7.06%

QAN.AX

3.72%

QBE.AX

0.85%

QAL.AX

-0.33%

QRI.AX

-0.32%

RMS.AX

1.64%

RHC.AX

-1.04%

REA.AX

-0.44%

RDX.AX

1.63%

REH.AX

1.68%

RF1.AX

-0.28%

RPL.AX

0.36%

RG1.AX

-1.95%

RGN.AX

0.84%

REG.AX

-2.41%

RRL.AX

0.99%

RWC.AX

1.42%

RMD.AX

1.58%

RSG.AX

0.54%

SGLLV.AX

-1.71%

RIC.AX

-0.7%

RIO.AX

-0.63%

RXL.AX

-1.3%

RFF.AX

0.92%

RYM.AX

-1.66%

SFR.AX

1.06%

STO.AX

-1.91%

SCG.AX

0.26%

SEK.AX

-0.07%

SHV.AX

SRV.AX

SSM.AX

0.82%

SGH.AX

0.45%

SHA.AX

-0.63%

SIG.AX

1.02%

SLX.AX

2.6%

SGM.AX

0.16%

SDR.AX

0.3%

SKS.AX

9.45%

SKC.AX

-0.96%

SIQ.AX

1.41%

SHL.AX

-0.09%

S32.AX

0.22%

SX2.AX

-3.63%

SXE.AX

1.15%

SPK.AX

1.53%

SRG.AX

0.6%

SBM.AX

-1.1%

SMR.AX

SDF.AX

2.94%

SGP.AX

-0.7%

SKG.AX

0.39%

SNZ.AX

-0.14%

SUN.AX

0.21%

SRL.AX

4.41%

SUL.AX

0.83%

SLC.AX

-1.56%

SNL.AX

-1.04%

SYL.AX

-0.37%

TAH.AX

0.56%

TEA.AX

1.19%

TNE.AX

0.85%

TLX.AX

0.49%

TLS.AX

TPW.AX

A2M.AX

-0.44%

TLC.AX

0.18%

SGR.AX

-3.57%

TVN.AX

THL.AX

0.42%

TWR.AX

1.29%

TPG.AX

TCL.AX

1.01%

TWE.AX

5.88%

TUA.AX

-0.93%

TCG.AX

0.82%

TRA.AX

UNI.AX

1.37%

VAU.AX

1.89%

VNT.AX

1.03%

VCX.AX

-0.75%

VGN.AX

2.52%

VGL.AX

5.85%

VEA.AX

-2.11%

VUL.AX

2.75%

VSL.AX

VYS.AX

-2.18%

WA1.AX

2.49%

WGN.AX

3.22%

WAM.AX

WGB.AX

0.92%

WLE.AX

SOL.AX

-1.32%

WPR.AX

-0.4%

WQG.AX

WEB.AX

2.63%

WBT.AX

-0.93%

WES.AX

1.45%

WAF.AX

1.41%

WGX.AX

0.42%

WBC.AX

0.79%

WHF.AX

-0.62%

WHC.AX

WIA.AX

1.18%

WTC.AX

1.21%

WDS.AX

-1.37%

WOW.AX

0.93%

WOR.AX

1.32%

XRO.AX

1.87%

YAL.AX

-1.8%

ZIM.AX

2.36%

ZIP.AX

0.39%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.42	0.66	0.44
SSO ASX Small Caps	14.20	0.09	0.64
IVV S&P 500	71.23	0.51	0.72
NDQ Nasdaq	58.93	0.09	0.15
F100 FTSE 100	15.49	-0.04	-0.26
ASIA Asia Tech	19.51	-0.19	-0.96
IEU Europe	99.50	0.07	0.07
IEM Emerging Markets	92.47	-1.08	-1.15
Gold Gold	52.86	-0.23	-0.43
ACDC Battery Tech	123.42	-0.32	-0.26

COMMODITIES	Close($)	-/+	%
Gold	4,047.85	6.9052	0.17
Silver	58.04	0.405	0.7
Platinum	1,622.72	-19.3042	-1.18
Palladium	1,254.42	-19.3943	-1.52
Ice Brent Crude	90.09	1.06	1.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6998	-0.0023	-0.33
Euro	1.1512	-0.0015	-0.13
British Pound	1.3431	-0.0049	-0.36
Canadian Dollar	1.4042	0.0025	0.18
New Zealand Dollar	0.5868	-0.0005	-0.09
Chinese Yuan	6.7523	0.0014	0.02
Japanese Yen	156.8200	-0.99	-0.63

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.72	-1.37%	139.34%	0.30 0.85
BGL	Bellevue Gold Ltd	1.27	0.4%	55.56%	0.78 2.00
BHP	Bhp Group Ltd	60.72	0.68%	53.66%	39.18 65.98
FMG	Fortescue Ltd	17.80	-3.84%	4.16%	17.73 23.38
NHC	New Hope Corporation Ltd	5.15	-0.77%	24.16%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.05	1%	8.39%	5.94 9.90
NEM	Newmont Cdi	134.62	-0.26%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.00	-2.03%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.15	1.06%	78.10%	10.61 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
FPR	Fleetpartners Gr	3.32	17.31
BNZ	Benz Mining-cdi	3.89	12.75
ELS	Elsight	6.17	10.38
SKS	Sks Technologies	7.99	9.45
4DX	4dmedical	3.96	9.09
DRO	Droneshield	1.82	7.08
PYC	Pyc Therapeutics	1.82	7.06
CYL	Catalyst Metals	5.76	6.67
NMG	New Murchison	0.05	6.52
FFM	Firefly Metals	1.86	6.29

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
G6M	Group 6 Metals	2.50	-9.42
AIS	Aeris Resources	0.38	-7.41
BGP	Briscoe Group Au	3.54	-6.84
AXQ	Aura Consolidate	3.00	-6.25
HGH	Heartland Group	1.00	-4.08
FMG	Fortescue	17.80	-3.84
FCL	Fineos Corporati	1.88	-3.84
DPM	Dpm Metals Cdi	50.98	-3.79
SX2	Southern Cro Cdi	9.30	-3.63
SGR	The Star Enterta	0.14	-3.57

OPINION

Latest Market Matters Opinions

03/08/2026 17:06

Brokerage Moves

Cuscal Rated New Overweight at Jarden Securities; PT A$5.40 KGL AU Rated New Speculative Buy at Bell Potter; PT A$0 Fortescue Raised to Hold at Bell Potter; PT A$17.40 EBR Systems GDRs Cut to Speculative Buy at Bell Potter Torque Metals Rated New Speculative Buy at Euroz Dyno Nobel Rated New Neutral at Evans & Partners Pty Ltd Origin Energy Raised to Neutral at Barrenjoey; PT A$10.70

03/08/2026 17:05

What Mattered Today

The ASX 200 recovered from a weak start to finish +42pts higher today, a good ~80pt turnaround from the lows with utilities, industrials and consumer discretionary stocks leading the advance. Australian futures had initially pointed to a decline of around 1%, but sentiment improved after President Donald Trump called off planned strikes against Iran and pushed for renewed negotiations, reducing the immediate risk of a larger regional conflict.

ACTION

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Market Matters Content

Macro Monday: Hold on tight, ASX reporting season is about to begin

Morning report 03/08/2026

Afternoon Report

The Match Out: Good buying from morning lows see’s the ASX finish higher

Afternoon report 03/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Hi James My question: given so many active investors underperform the market, how do you overcome the emotions ? An example of my thoughts is as follows: A year ago I liked the Australian Eastern Gas story (shortages, ready market etc) and decided to buy a few Elixir Energy at 4 cents. They steadily rose and after the Iran US war the price went to 16. Whilst I believed in the story I sold. 4x my money! The price has now fallen 50%to 8 cents. Was it dumb luck or great research? Probably a mix of both. I consider myself a medium term trader and am trying to understand the best way to trade. They say fear of loss outweighs other emotions, any winnings are justified as the investors cleverness. Most investors sell too soon but then no one wants to get caught holding a dud. I expect there are many articles and books on this subject - can you refer any you think are particularly worthwhile? Perhaps you could highlight a set of rules a disciplined investor should follow.

Ask James

Question asked 31/07/2026

How do bond traders make money?

Hi, My understanding is that the bond market is many times bigger than the equities market. So how do bond traders make money? Do they simply buy bonds and then try to sell them for more than they paid, or do they try to buy them for a "good" price and hold them to maturity while getting paid the interest along the way? Cheers, Carl

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Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Morning Report

Macro Monday: Hold on tight, ASX reporting season is about to begin

Morning report 03/08/2026

Afternoon Report

The Match Out: Good buying from morning lows see’s the ASX finish higher

Afternoon report 03/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Ask James

Question asked 31/07/2026

How do bond traders make money?

Latest View Points

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

JBH

NCK

BTU US

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Opinion + Action