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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.53%

4DX.AX

3.84%

ABG.AX

-0.97%

ASK.AX

-0.35%

AX1.AX

AIS.AX

-1%

A1G.AX

-3.61%

AGL.AX

-1.73%

A1M.AX

-0.72%

AIZ.AX

-4.4%

AAI.AX

-1.94%

ALK.AX

-3.03%

A4N.AX

-1.69%

ALQ.AX

-1.92%

AMC.AX

-3.72%

AOV.AX

0.42%

AMP.AX

AEL.AX

1.95%

ALD.AX

-3.43%

ANN.AX

-0.42%

ANZ.AX

-0.34%

APA.AX

ARU.AX

3.92%

ARB.AX

1.06%

ARF.AX

-1.78%

ARG.AX

-0.56%

ALL.AX

1.66%

AYA.AX

9.68%

APZ.AX

-0.84%

ASX.AX

0.17%

ALX.AX

AUB.AX

1.77%

AIA.AX

-1.75%

AMI.AX

-3.23%

AZJ.AX

-0.74%

AUC.AX

-3.29%

ABB.AX

0.61%

ASB.AX

2.73%

AAC.AX

-0.38%

AEF.AX

-0.83%

AFG.AX

AFI.AX

0.29%

AUI.AX

-1.37%

ASG.AX

-2.14%

BOQ.AX

-0.57%

BMN.AX

-4.54%

BCI.AX

-1.27%

BPT.AX

0.88%

BGA.AX

-2.26%

BGL.AX

-5.28%

BEN.AX

0.29%

BNZ.AX

-6.41%

BHP.AX

-4.24%

BKI.AX

-0.29%

BC8.AX

-6.98%

XYZ.AX

4.36%

BSL.AX

-1.88%

BOE.AX

-6.9%

BXB.AX

-0.65%

BVS.AX

1.87%

BRE.AX

2.1%

BRG.AX

1.13%

BFL.AX

-0.36%

BWP.AX

-0.78%

CMM.AX

-5.97%

CSC.AX

-5.58%

CAR.AX

3.38%

CIN.AX

CYL.AX

-11.34%

CAT.AX

9.62%

CWP.AX

-1.72%

CNI.AX

2.26%

CIP.AX

-0.95%

COF.AX

-0.49%

CHN.AX

-0.52%

CGF.AX

-1.11%

CIA.AX

-3.62%

CHI.AX

CHC.AX

-0.8%

CLW.AX

-0.27%

CQR.AX

-0.5%

CQE.AX

-2.46%

CNU.AX

-0.76%

C79.AX

2.33%

CVL.AX

-1.76%

CU6.AX

3.17%

CWY.AX

CUV.AX

0.2%

CBO.AX

-0.66%

COH.AX

-2.67%

CDA.AX

-1.72%

COL.AX

-0.56%

CKF.AX

1.74%

CBA.AX

-0.11%

CPU.AX

0.39%

CEN.AX

4.58%

CXO.AX

CRN.AX

1.43%

CCP.AX

0.68%

CMW.AX

CSL.AX

-0.15%

CCL.AX

3.72%

DBI.AX

-2.02%

DTL.AX

2.16%

DTR.AX

9.72%

DYL.AX

-11.79%

DRR.AX

-2.42%

DVP.AX

-6.15%

DXS.AX

-1.23%

DXI.AX

-0.79%

DDR.AX

DGT.AX

-1.93%

DUI.AX

DJW.AX

DMP.AX

7.2%

DOW.AX

-2.6%

DPM.AX

-4.46%

DRO.AX

10%

DUR.AX

1.31%

DNL.AX

-0.59%

APE.AX

0.74%

EBO.AX

-0.88%

ELD.AX

-0.14%

EOS.AX

4.54%

ELV.AX

2.3%

ELS.AX

7.45%

EHL.AX

-1.52%

EMR.AX

-5.3%

EDV.AX

-0.51%

ERA.AX

16.67%

EQR.AX

6.15%

EQT.AX

-0.83%

EVN.AX

-5.98%

EVT.AX

0.87%

FCL.AX

-2.07%

FFM.AX

-7.8%

FPH.AX

-2.25%

FPR.AX

-3.14%

FBU.AX

-0.68%

FLT.AX

0.16%

FML.AX

-3.54%

FRS.AX

-5.11%

FMG.AX

-0.72%

FRW.AX

0.16%

FGX.AX

-1.45%

FGG.AX

-0.62%

GLF.AX

-0.97%

GDG.AX

2.8%

GNE.AX

1.62%

GMD.AX

-7.17%

GTK.AX

0.74%

GNP.AX

-2.4%

GMG.AX

-0.04%

GPT.AX

-2.45%

GQG.AX

GNG.AX

-3.5%

GNC.AX

0.16%

GGP.AX

-5.34%

GOZ.AX

-0.92%

GCI.AX

0.49%

GYG.AX

3.29%

GWA.AX

1.28%

HSN.AX

1.78%

HVN.AX

-1.09%

HGH.AX

-0.47%

HM1.AX

0.73%

HLI.AX

-0.67%

HMC.AX

2.85%

HDN.AX

-1.2%

HUB.AX

-0.93%

IEL.AX

8.41%

IGO.AX

-1.77%

ILU.AX

-1.09%

IMD.AX

-2.52%

IMM.AX

3.95%

IMR.AX

0.25%

IFT.AX

-0.76%

INA.AX

-0.93%

ING.AX

1.75%

IFL.AX

-0.21%

IAG.AX

0.15%

IDX.AX

-0.84%

IPG.AX

-1.98%

IPX.AX

-5.21%

IPH.AX

0.88%

IRE.AX

1.62%

JHX.AX

0.57%

JBH.AX

0.96%

JDO.AX

0.95%

JIN.AX

5.61%

JMS.AX

-3.39%

KAR.AX

0.28%

KLS.AX

-1.35%

KCN.AX

-4.29%

KKC.AX

0.48%

GLS.AX

0.5%

L1G.AX

5.83%

LSF.AX

-3.18%

LRV.AX

-2.15%

LFS.AX

LLC.AX

-1.03%

LFG.AX

0.54%

360.AX

1.53%

LIC.AX

1.06%

LNW.AX

-2.07%

LIN.AX

0.66%

LTR.AX

0.65%

LOT.AX

-5.26%

LOV.AX

2.28%

LYL.AX

-1.23%

LYC.AX

-3.53%

MA1.AX

0.25%

MAF.AX

-1.09%

MGH.AX

1.02%

MAH.AX

-7.91%

MQG.AX

0.72%

MAQ.AX

2.02%

MAD.AX

-3.43%

MFG.AX

9.27%

MAU.AX

-1.24%

MMS.AX

2.08%

MPL.AX

-0.69%

MEK.AX

MP1.AX

5.17%

MCY.AX

3.67%

MEZ.AX

MSB.AX

5.5%

MTM.AX

MLX.AX

-7.55%

MTS.AX

-3.12%

MEI.AX

-4.76%

MOT.AX

-1.11%

MXT.AX

-1.28%

MFF.AX

-0.21%

MGX.AX

MIN.AX

-1.53%

MI6.AX

-4.44%

MIR.AX

MGR.AX

-2.56%

MND.AX

-0.6%

MYR.AX

-1.49%

MYS.AX

-0.68%

NAN.AX

0.29%

NAB.AX

-1.08%

NSR.AX

NGI.AX

-0.42%

NWL.AX

0.64%

NEU.AX

0.24%

NHC.AX

NMG.AX

-3.13%

NEM.AX

-2.68%

NWS.AX

2.51%

NXG.AX

-0.9%

NXT.AX

1.86%

NHF.AX

-0.49%

NCK.AX

0.17%

NIC.AX

-3.72%

NEC.AX

-0.99%

NST.AX

-8.11%

NWH.AX

-4.92%

NUF.AX

1.44%

NXL.AX

0.55%

OCL.AX

-1.48%

OML.AX

-1.03%

OPH.AX

3.26%

OBM.AX

-7.04%

ORI.AX

-2.66%

ORG.AX

0.76%

ORA.AX

-1.46%

PDN.AX

-5.44%

PNR.AX

-5.34%

PPC.AX

-0.97%

PPM.AX

0.9%

PRN.AX

-5.36%

PPT.AX

-0.67%

PCI.AX

-0.46%

PRU.AX

-3.46%

PXA.AX

2.38%

PNI.AX

3.54%

PL8.AX

0.35%

PLS.AX

-1.04%

PGF.AX

-0.33%

PNV.AX

1.62%

PDI.AX

-6.63%

PMV.AX

1.63%

PME.AX

9.23%

PFP.AX

-0.71%

PWH.AX

-1.11%

PYC.AX

1.01%

QAN.AX

-1.76%

QBE.AX

0.63%

QAL.AX

-3.08%

QRI.AX

-0.32%

QUB.AX

RMS.AX

-4.94%

RHC.AX

1.18%

REA.AX

4.89%

RDX.AX

-3.44%

REH.AX

0.32%

RF1.AX

-1.69%

RPL.AX

2.03%

RG1.AX

-4.78%

RGN.AX

REG.AX

0.74%

RRL.AX

-6.4%

RWC.AX

-0.32%

RMD.AX

-1.34%

RSG.AX

-5.56%

SGLLV.AX

-5.95%

RIC.AX

-1.69%

RIO.AX

-3.59%

RXR.AX

-5.39%

RXL.AX

-3.7%

RFF.AX

-0.94%

RYM.AX

-0.26%

SFR.AX

-9.58%

SMI.AX

-2.3%

STO.AX

1.91%

SCG.AX

-1.09%

SEK.AX

3.36%

SHV.AX

6.17%

SRV.AX

-0.43%

SSM.AX

-1.28%

SGH.AX

-0.16%

SHA.AX

2.43%

SIG.AX

1.79%

SLX.AX

-4.94%

SGM.AX

-4.24%

SDR.AX

13.06%

SKS.AX

5.78%

SKC.AX

-4.17%

SIQ.AX

-1.09%

SHL.AX

-1.72%

S32.AX

-2.39%

SX2.AX

-3.48%

SXE.AX

-0.69%

SVM.AX

-1.11%

SPK.AX

0.26%

SRG.AX

1.5%

SBM.AX

-5.99%

SMR.AX

-4.11%

SDF.AX

1.16%

SGP.AX

-0.83%

STK.AX

-6.52%

SNZ.AX

-1.02%

SUN.AX

0.91%

SRL.AX

2.05%

SUL.AX

-0.13%

SLC.AX

1.03%

SNL.AX

3.57%

SYL.AX

5.13%

TAH.AX

TEA.AX

-1.4%

TNE.AX

3.92%

TLX.AX

6.54%

TLS.AX

1.16%

TPW.AX

4.82%

A2M.AX

0.5%

TLC.AX

1.31%

SGR.AX

4.17%

TVN.AX

-5.06%

TWR.AX

0.66%

TPG.AX

2.28%

TCL.AX

0.42%

TWE.AX

-1.15%

TUA.AX

-0.8%

TCG.AX

-4.61%

USL.AX

-5.38%

UNI.AX

2.99%

VAU.AX

-4.56%

VNT.AX

-1.56%

VCX.AX

-0.86%

VGN.AX

-1.69%

VEA.AX

1.45%

VUL.AX

1.4%

VSL.AX

-6.34%

WA1.AX

-3.09%

WGN.AX

-3.18%

WAM.AX

-0.29%

WGB.AX

-3.42%

WLE.AX

-0.71%

SOL.AX

0.9%

WPR.AX

-0.4%

WEB.AX

-0.34%

WBT.AX

1.68%

WES.AX

0.33%

WAF.AX

-5.12%

WGX.AX

-8.17%

WBC.AX

-0.89%

WHF.AX

1.36%

WHC.AX

-2.53%

WIA.AX

-1.71%

WC8.AX

WTC.AX

10.83%

WDS.AX

0.99%

WOW.AX

0.19%

WOR.AX

-0.63%

XRO.AX

4.46%

YAL.AX

-0.16%

ZIM.AX

-5.8%

ZIP.AX

3.65%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.56	-1.64	-1.09
SSO ASX Small Caps	16.36	-0.29	-1.74
IVV S&P 500	64.83	0.01	0.02
NDQ Nasdaq	52.60	0.21	0.4
F100 FTSE 100	14.90	-0.11	-0.73
ASIA Asia Tech	15.24	0.02	0.13
IEU Europe	98.38	-0.45	-0.46
IEM Emerging Markets	84.15	-0.12	-0.14
Gold Gold	66.76	-0.44	-0.65
ACDC Battery Tech	141.01	-2.29	-1.6

COMMODITIES	Close($)	-/+	%
Gold	5,113.89	37.3	0.73
Silver	84.20	2.0319	2.47
Platinum	2,151.38	29.63	1.4
Palladium	1,649.75	20	1.23
Ice Brent Crude	84.31	2.91	3.57
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7041	0.0035	0.5
Euro	1.1610	0.0006	0.05
British Pound	1.3360	0.0005	0.04
Canadian Dollar	1.3653	-0.0019	-0.14
New Zealand Dollar	0.5909	0.0015	0.25
Chinese Yuan	6.8978	0.0066	0.1
Japanese Yen	157.6600	0.09	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.69	-0.72%	76.92%	0.28 0.75
BGL	Bellevue Gold Ltd	1.62	-5.28%	49.36%	0.78 2.00
BHP	Bhp Group Ltd	52.81	-4.24%	39.48%	33.25 59.39
FMG	Fortescue Ltd	19.25	-0.72%	21.72%	13.18 23.38
NHC	New Hope Corporation Ltd	5.04	1%	26.33%	3.33 5.13
WHC	Whitehaven Coal Ltd	8.48	-2.53%	51.30%	4.26 9.59
NEM	Newmont Cdi	165.14	-2.68%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.70	-0.9%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	17.09	-9.58%	75.98%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
SDR	Siteminder	3.55	13.06
WTC	Wisetech Global	52.72	10.83
DRO	Droneshield	4.07	10
DTR	Dateline Resourc	0.40	9.72
AYA	Artrya	3.40	9.68
CAT	Catapult Sports	3.99	9.62
MFG	Magellan Financi	11.55	9.27
PME	Pro Medicus	132.70	9.23
IEL	Idp Education	4.64	8.41

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DYL	Deep Yellow	2.17	-11.79
CYL	Catalyst Metals	7.04	-11.34
SFR	Sandfire Resourc	17.09	-9.58
WGX	Westgold Resourc	6.63	-8.17
NST	Northern Star Re	26.98	-8.11
MAH	Macmahon Holding	0.64	-7.91
FFM	Firefly Metals	1.89	-7.8
MLX	Metals X	1.29	-7.55
GMD	Genesis Minerals	6.73	-7.17
OBM	Ora Banda Mining	1.32	-7.04

OPINION

Latest Market Matters Opinions

06/03/2026 16:30

Broker Moves

• Karoon Energy Raised to Buy at Jarden Securities; PT A$2.50 • Santos Raised to Overweight at Jarden Securities; PT A$8 • Charter Hall Group Raised to Overweight at Barrenjoey • Stockland Raised to Overweight at Barrenjoey; PT A$5.90 • Scentre Group Cut to Neutral at Barrenjoey; PT A$3.95 • Alcidion Group Rated New Buy at Moelis & Company

06/03/2026 16:30

What Mattered Today

Friday delivered more of the same, with the ASX unable to hold Thursday's recovery as a fresh wave of selling hit the materials sector. The culprit this time wasn't just the Middle East - China's state-backed iron ore buyer CMRG effectively banned traders from purchasing new BHP cargoes, sending the Big Australian down sharply and dragging the broader resources complex with it. It was a messy session to end a soft week, though there were some genuine bright spots. Tech continued its strong bounce and MFG added further gains as the Lowy Family's cornerstone stake gave the Barrenjoey merger story more legs

ACTION

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Market Matters Content

ETF Friday: Reviewing Four Asian ETFs as volatility skyrockets across the region

Morning report 06/03/2026

Afternoon Report

The Match Out: A fitting end to a tough week for markets

Afternoon report 06/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 06/03/2026

Effect of an escalating war in the middle east on CSL ltd (CSL)

A bit of a morbid question, sorry. Is it possible to model an escalating number of (non-fatal) casualties on CSL's revenue? Would an extra 10,000 wounded in a month move the needle?

Ask James

Question asked 06/03/2026

Bapcor ‘Retail Entitlement Offer’

I'd value your opinion on Bapcor, which has had a rough time and is offering shareholders shares at $0.60 each. Should we chase the loss and not get diluted? It seems like we have little choice but to buy and hope, sitting on such a large loss from $5.20 only a year ago! Thanks, Campbell.

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Pulse Check Webinar: Quality Growth After the Sell-Off - Buy Hold or Avoid 18/02/2026

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Latest View Points

IIND

IZZ

EWY US

TTD US

HJPN

360

GYG

DMP

TWE

SFR

BHP

WHC

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Should we buy the current sell-off in Gold and Copper stocks?

Gold and copper stocks are enduring a tough week, with rising oil prices pushing bond yields higher and reigniting global inflation concerns.

ASX:EVN 03/03/2026

Capstone Copper (CSC) plunges ~8% Following EPS Miss

Canadian copper miner Capstone Copper (CSC) has tumbled ~8% after missing EPS Estimates.

ASX:CSC 03/03/2026

Morning Report

ETF Friday: Reviewing Four Asian ETFs as volatility skyrockets across the region

Morning report 06/03/2026

Afternoon Report

The Match Out: A fitting end to a tough week for markets

Afternoon report 06/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 06/03/2026

Effect of an escalating war in the middle east on CSL ltd (CSL)

A bit of a morbid question, sorry. Is it possible to model an escalating number of (non-fatal) casualties on CSL's revenue? Would an extra 10,000 wounded in a month move the needle?

Ask James

Question asked 06/03/2026

Bapcor ‘Retail Entitlement Offer’

Latest View Points

IIND

IZZ

EWY US

TTD US

HJPN

360

GYG

DMP