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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-7.5%

4DX.AX

-2.06%

ABG.AX

-0.43%

ASK.AX

0.36%

AX1.AX

-15.42%

AGL.AX

-1.32%

AIZ.AX

1.89%

AAI.AX

-4.41%

ALK.AX

-6.25%

A4N.AX

-1.37%

ALQ.AX

0.71%

AMC.AX

-0.15%

AOV.AX

-2.08%

AMP.AX

-0.91%

AEL.AX

-6.41%

ALD.AX

-1.86%

ANN.AX

0.22%

ANZ.AX

-1.52%

APA.AX

-0.43%

ARU.AX

-5.56%

ARB.AX

-1.87%

ARF.AX

-1.08%

ARG.AX

-1.1%

ALL.AX

-0.05%

APZ.AX

-0.57%

ASX.AX

-0.43%

ALX.AX

-0.6%

AUB.AX

-0.26%

AIA.AX

1.34%

AZJ.AX

-0.29%

ABB.AX

-2.56%

ASB.AX

-5.26%

AAC.AX

-3.68%

ACL.AX

-2.17%

AEF.AX

-1.77%

AFG.AX

-5.06%

AFI.AX

-0.85%

AUI.AX

-1.37%

ASG.AX

-2.26%

BOQ.AX

-0.16%

BMN.AX

-10%

BAP.AX

-3.15%

BCI.AX

BPT.AX

-5.2%

BLX.AX

-1.07%

BGA.AX

-1.34%

BGL.AX

-4.74%

BEN.AX

-0.64%

BHP.AX

-3.24%

BKI.AX

-1.16%

BC8.AX

-6.97%

XYZ.AX

-2.07%

BSL.AX

-2.96%

BOE.AX

-5.39%

BXB.AX

-0.43%

BVS.AX

2.48%

BRE.AX

-5.33%

BRG.AX

-0.72%

BFL.AX

-0.39%

BWP.AX

-0.26%

CMM.AX

-5.43%

CSC.AX

-6.73%

CAR.AX

0.36%

CIN.AX

-1.67%

CYL.AX

-8.7%

CAT.AX

4.4%

CWP.AX

-0.81%

CNI.AX

-3.38%

CIP.AX

-0.58%

COF.AX

-1.28%

CHN.AX

-7.55%

CGF.AX

-1.03%

CIA.AX

-4.78%

CHC.AX

4.23%

CLW.AX

-1.2%

CQR.AX

-2.88%

CQE.AX

-0.32%

CNU.AX

-0.5%

C79.AX

-2.11%

CVL.AX

-0.36%

CU6.AX

-4.02%

CWY.AX

0.39%

CUV.AX

-1.65%

CBO.AX

COH.AX

-0.89%

CDA.AX

-3.95%

COL.AX

0.45%

CKF.AX

-0.72%

CBA.AX

0.04%

CPU.AX

-0.49%

CEN.AX

0.25%

CXO.AX

-13.73%

CCP.AX

-2.43%

CMW.AX

CSL.AX

0.29%

CCL.AX

4.03%

DBI.AX

-1.14%

DTL.AX

-2.54%

DTR.AX

-5.36%

DYL.AX

-8.5%

DRR.AX

-2.06%

DVP.AX

-7.2%

DXS.AX

-1.25%

DXI.AX

-0.36%

DDR.AX

-1.29%

DGT.AX

-2.42%

DUI.AX

-2.1%

DJW.AX

0.33%

DMP.AX

-6.28%

DOW.AX

-0.65%

DPM.AX

-2.44%

DRO.AX

-9.26%

DNL.AX

-2.69%

APE.AX

-3.81%

EBO.AX

0.12%

ELD.AX

0.8%

EOS.AX

-0.65%

ELV.AX

-11.83%

EHL.AX

0.4%

EMR.AX

-4.16%

EDV.AX

0.55%

EOL.AX

-2.91%

ERA.AX

EQT.AX

-2.23%

EVN.AX

-4.47%

EVT.AX

-2.5%

FCL.AX

-4.71%

FFM.AX

-8.68%

FPH.AX

-0.75%

FPR.AX

-2.09%

FBU.AX

FLT.AX

0.5%

FML.AX

-7.19%

FMG.AX

-5.47%

FGX.AX

-0.38%

FGG.AX

-0.65%

GEM.AX

-2.14%

GLF.AX

-0.4%

GDG.AX

-1.61%

GNE.AX

-0.46%

GMD.AX

-6.52%

GTK.AX

4.26%

GNP.AX

-1.92%

GMG.AX

-3.57%

GPT.AX

-2.84%

GQG.AX

5.18%

GNG.AX

-1.72%

GNC.AX

0.12%

GGP.AX

-5.56%

GOZ.AX

-1.96%

GCI.AX

GYG.AX

-2.93%

GWA.AX

-1.65%

HSN.AX

0.35%

HVN.AX

-1.89%

HLS.AX

-5.32%

HGH.AX

-0.54%

HM1.AX

-2.56%

HLI.AX

-3.24%

HMC.AX

1.58%

HDN.AX

-1.12%

HUB.AX

-3.31%

IEL.AX

-3.59%

IGO.AX

-6.5%

ILU.AX

-11.55%

IMD.AX

-5.39%

IFM.AX

IFT.AX

-2.43%

INA.AX

-0.58%

ING.AX

-0.82%

IFL.AX

-0.66%

IAG.AX

0.13%

IDX.AX

-1.95%

IPX.AX

-9.57%

IPH.AX

-3.61%

IRE.AX

-0.99%

JHX.AX

-0.5%

JBH.AX

-0.67%

JDO.AX

-1.03%

JIN.AX

-1.44%

JMS.AX

-3.7%

KAR.AX

-5.31%

KLS.AX

-2.2%

KCN.AX

-6.87%

KKC.AX

L1G.AX

-0.94%

LSF.AX

-2.72%

LRV.AX

-9.02%

LFS.AX

1.79%

LLC.AX

-1.52%

LFG.AX

-0.25%

360.AX

0.11%

LIC.AX

-0.55%

LNW.AX

-1.17%

LIN.AX

-4.41%

LTR.AX

-8.41%

LOV.AX

-13.79%

LYL.AX

-2.88%

LYC.AX

-6.43%

MA1.AX

0.5%

MAF.AX

-2.65%

MGH.AX

MAH.AX

-6.14%

MQG.AX

-0.22%

MAQ.AX

-1.39%

MAD.AX

-2.1%

MFG.AX

0.43%

MMS.AX

-0.62%

MPL.AX

-0.84%

MEK.AX

-6.52%

MP1.AX

-3.94%

MCY.AX

1.66%

MEZ.AX

-0.81%

MSB.AX

0.43%

MLX.AX

-7.23%

MTS.AX

-2.08%

MOT.AX

-1.57%

MXT.AX

0.26%

MFF.AX

MIN.AX

-3.82%

MI6.AX

-1.61%

MIR.AX

-0.94%

MGR.AX

-2.64%

MND.AX

-1.9%

MYR.AX

-1.2%

MYS.AX

-1.14%

NAN.AX

1.02%

NAB.AX

-0.78%

NSR.AX

-0.88%

NGI.AX

-1.34%

NWL.AX

-4.5%

NEU.AX

-1.84%

NHC.AX

-3.98%

NEM.AX

-6.12%

NWS.AX

-1.09%

NXG.AX

-7.94%

NXT.AX

-2.17%

NHF.AX

-2.48%

NCK.AX

-1.65%

NIC.AX

-4.9%

NEC.AX

-1.82%

NST.AX

-3.99%

NWH.AX

-1.39%

NUF.AX

-3.52%

NXL.AX

-3.56%

OCL.AX

-3.85%

OCA.AX

OML.AX

-1.61%

OPH.AX

-1.24%

OBM.AX

-2.9%

ORI.AX

-2.5%

ORG.AX

-1.3%

ORA.AX

-0.9%

PDN.AX

-8.2%

PNR.AX

-6.81%

PGC.AX

1.67%

PPC.AX

-1%

PPM.AX

-2.11%

PRN.AX

-3.73%

PPT.AX

-0.97%

PCI.AX

-1.33%

PRU.AX

-3.89%

PXA.AX

-2.1%

PLS.AX

-6.92%

PNI.AX

-2.98%

PL8.AX

PGF.AX

-1.44%

PNV.AX

-1.31%

PDI.AX

-3.51%

PMV.AX

-1.77%

PME.AX

-0.68%

PFP.AX

-1.66%

PWH.AX

-1.02%

PYC.AX

0.36%

QAN.AX

-2.49%

QBE.AX

-0.2%

QOR.AX

-4.2%

QAL.AX

-1.07%

QRI.AX

-0.31%

QUB.AX

-3.1%

RAC.AX

-3.33%

RMS.AX

-3.97%

RHC.AX

-1.67%

REA.AX

0.43%

RDX.AX

0.37%

REH.AX

2.14%

RF1.AX

-2.11%

RPL.AX

-3.82%

RGN.AX

-0.83%

REG.AX

2.21%

RRL.AX

-5.85%

RWC.AX

-1.02%

RMD.AX

0.13%

RSG.AX

-7.91%

SGLLV.AX

-3.11%

RIC.AX

-0.76%

RIO.AX

-3.23%

RUL.AX

RFF.AX

0.26%

RYM.AX

5.39%

SFR.AX

-5.18%

SMI.AX

-5.92%

STO.AX

-3.02%

SCG.AX

-1.22%

SEK.AX

-0.8%

SHV.AX

3.48%

SRV.AX

3.25%

SSM.AX

-1.86%

SGH.AX

-0.74%

SHA.AX

-4.06%

SIG.AX

0.34%

SLX.AX

-9.95%

SGM.AX

0.67%

SDR.AX

-8.27%

SKC.AX

-0.68%

SPZ.AX

0.77%

SIQ.AX

-1.66%

SHL.AX

1.09%

S32.AX

-4.35%

SX2.AX

-8.09%

SXE.AX

-1.79%

SPK.AX

0.52%

SRG.AX

SBM.AX

-3.81%

SMR.AX

-6.28%

SDF.AX

-0.58%

SGP.AX

-1.45%

SNZ.AX

SUN.AX

-0.48%

SRL.AX

-2.07%

SUL.AX

-1.89%

SLC.AX

1.68%

SNL.AX

-0.67%

SYL.AX

0.82%

TAH.AX

-1.61%

TEA.AX

-2.17%

TNE.AX

-3.4%

TLX.AX

-0.72%

TLS.AX

-0.61%

TPW.AX

-4.71%

A2M.AX

0.65%

TLC.AX

0.38%

TVN.AX

9.3%

TWR.AX

-1.52%

TPG.AX

-1.56%

TCL.AX

-1.4%

TWE.AX

-1.24%

TUA.AX

-1.38%

TYR.AX

-1.52%

UNI.AX

-2.14%

VAUDA.AX

-3.93%

VNT.AX

-0.36%

VCX.AX

-2.37%

VGN.AX

-1.63%

VGL.AX

-1.34%

VEA.AX

0.25%

VUL.AX

-11.59%

VSL.AX

0.14%

WA1.AX

-3.9%

WGN.AX

-2.51%

WAM.AX

-0.28%

WGB.AX

-2.45%

WLE.AX

-0.38%

SOL.AX

-1.3%

WPR.AX

-1.51%

WEB.AX

WBT.AX

-3.34%

WES.AX

-1.36%

WGX.AX

-6.84%

WBC.AX

-1.64%

WHF.AX

-1.79%

WHC.AX

-2.89%

WIA.AX

6.06%

WTC.AX

2.41%

WDS.AX

-2.72%

WOW.AX

-0.04%

WOR.AX

-0.98%

XRO.AX

-1.04%

YAL.AX

-4.22%

ZIM.AX

-6.64%

ZIP.AX

-4.36%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	140.93	-2.17	-1.52
SSO ASX Small Caps	16.20	-0.51	-3.05
IVV S&P 500	67.84	-1.35	-1.95
NDQ Nasdaq	55.07	-2.01	-3.52
F100 FTSE 100	14.48	-0.09	-0.62
ASIA Asia Tech	13.65	-0.65	-4.55
IEU Europe	98.71	-0.87	-0.87
IEM Emerging Markets	82.51	-1.73	-2.05
Gold Gold	57.35	-0.3	-0.52
ACDC Battery Tech	129.50	-7.42	-5.42

COMMODITIES	Close($)	-/+	%
Gold	4,065.39	-11.6	-0.28
Silver	50.00	-0.0009	0
Platinum	1,511.00	0.05	0
Palladium	1,374.75	-3	-0.22
Ice Brent Crude	62.48	-0.9	-1.42
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6448	-0.0006	-0.09
Euro	1.1511	0.0002	0.02
British Pound	1.3091	-0.0003	-0.02
Canadian Dollar	1.4101	0.0007	0.05
New Zealand Dollar	0.5607	-0.0006	-0.11
Chinese Yuan	7.1066	-0.0094	-0.13
Japanese Yen	156.3500	-1.11	-0.7

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.34	-1.14%	29.55%	3.27 4.93
DDR	Dicker Data Ltd	9.94	-1.29%	17.77%	7.58 10.67
GQG	Gqg Partners Inc	1.63	5.18%	-23.71%	1.43 2.72
HUB	Hub24 Ltd	100.02	-3.31%	35.97%	48.84 122.03
JHX	James Hardie Ind	27.60	-0.5%	-48.39%	24.41 58.82
MGR	Mirvac Group	2.21	-2.64%	4.74%	1.81 2.46
NSR	National Storage Reit	2.25	-0.88%	-9.27%	2.05 2.56
PDN	Paladin Energy Ltd	7.50	-8.2%	-3.10%	3.93 9.95
WTC	Wisetech Global Ltd	65.76	2.41%	-52.67%	61.49 141.61
XRO	Xero Ltd	119.22	-1.04%	-31.26%	116.71 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TVN	Tivan	0.24	9.3
WIA	Wia Gold	0.35	6.06
RYM	Ryman Healthcare	2.54	5.39
GQG	Gqg Partners Cdi	1.63	5.18
CAT	Catapult Sports	4.51	4.4
GTK	Gentrack Group	6.61	4.26
CHC	Charter Hall Gro	24.64	4.23
CCL	Cuscal	3.87	4.03
SHV	Select Harvests	3.87	3.48
SRV	Servcorp	7.30	3.25

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AX1	Accent Group	1.02	-15.42
LOV	Lovisa Holdings	30.02	-13.79
CXO	Core Lithium	0.22	-13.73
ELV	Elevra Lithium	4.92	-11.83
VUL	Vulcan Energy	5.57	-11.59
ILU	Iluka Resources	6.28	-11.55
BMN	Bannerman Energy	2.79	-10
SLX	Silex Systems	7.60	-9.95
IPX	Iperionx	4.44	-9.57
DRO	Droneshield	1.72	-9.26

OPINION

Latest Market Matters Opinions

22/11/2025 09:08

First Up

The ASX 200 ended the week down another -2.5% with only the defensive natured consumer staples sector managing to eke out a small gain. It was the local market's worst week since “Liberation Day” with the index closing at its lowest level since June, on a combination of worries around stretched valuations and the direction of interest rates. On Friday, the local bourse closed 7.7% below its all-time high posted in October when the prospect of lower rates was managing to offset lingering fears around frothy valuations.

21/11/2025 16:39

What Mattered Today

The ASX limped into the weekend, chalking up its fourth straight weekly loss. That’s a tough run by any measure, putting November’s losses at ~5% so far — the worst monthly showing since September 2022. Ongoing uncertainty around US interest rates after a slightly stronger-than-expected US labour report showed 119k jobs added vs. 50k expected, while risk off flows have knocked the likes of Bitcoin, now trading $US86k down from $US125k high.

ACTION

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Market Matters Content

ETF Friday: Five ETFs to lessen the dependence on the “AI Trade”

Morning report 21/11/2025

Afternoon Report

The Match Out: ASX hit again, WiseTech (WTC) bucks the trend after AGM

Afternoon report 21/11/2025

Ask James ASK A QUESTION

Ask James

Question asked 22/11/2025

Your thoughts on DBI and APA

Revered team, Recently you reported that you were long & bullish on APA. I would like to know how sensitive this stock is to rate cuts or rises and what are the dangers or 'cons' of this stock. On the average analysts think the price will be much lower than it is today within a year or less. It would seem to me that the current 'barracking' for cheaper , more plentiful , gas on the East Coast should be a favourable wind. It would also seem to me that during a time of optimism this stock would be dropped fairly quickly by the market. DBI seems to be touted as a good buy by a lot of people these days. Yet it can't seem to rise above $4. 30 recently . However, last Tuesday when the entire market dropped like a rock DBI went for a little run upwards. Will dividends tend to grow? The volume of coking coal is likely to drop soon due to troubles in China and the possibility of solar electric arc heat to make steel in China due to their vast efforts to create green energy is also a threat to coking coal. In a nut shell I am asking about risks and likely growth , if any, of these two companies especially with regard to dividend growth and stability. Keep up the superb analysis, Paul

Ask James

Question asked 22/11/2025

WAF Trading Suspension

WAF has now been suspended since Aug due to their failing to provide information on the BF govt's wish to increase BF state ownership to 50% of WAF's Kiaka mine. How can we find out what is going on and why is WAF not keeping shareholders and the market informed about a major problem that potentially will affect all mining companies operating in West Africa, as well as those who invest in them. Thanks for your excellent daily reports, but please try to keep the 'jargon' to a minimum.

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