POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	117.40	0	0
IVV S&P 500	603.69	0	0
NDQ Nasdaq	29.55	0	0
F100 FTSE 100	9.78	0	0
ASIA Asia Tech	6.95	0	0
IEU Europe	63.84	0	0
IEM Emerging Markets	57.56	0	0
Gold Gold	23.52	0	0
ACDC Battery Tech	86.72	0	0
BBOZ Short ASX	4.00	0	0

COMMODITIES	Close($)	-/+	%
Gold	1,778.31	-0.6	-0.03
Silver	20.25	-0.0005	0
Platinum	931.65	-1.48	-0.16
Palladium	2,147.00	1.1592	0.05
Ice Brent Crude	93.47	-4.68	-4.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7021	-0.0001	-0.01
Euro	1.0158	-0.0002	-0.02
British Pound	1.2054	0	0
Canadian Dollar	1.2901	-0.0003	-0.02
New Zealand Dollar	0.6364	0.0001	0.02
Chinese Yuan	6.7715	0.029	0.43
Japanese Yen	133.2000	-0.12	-0.09

What We're Watching

Stocks we've recently traded

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
AD8	Audinate Group Ltd	9.45	0%	-11.60%	4.99 11.01
ALL	Aristocrat Leisure Ltd	35.64	0%	-16.11%	30.46 49.65
CNI	Centuria Capital Group	1.96	0%	0.00%	1.81 3.61
CXL	Calix Ltd	6.97	0%	117.78%	3.06 9.65
GMG	Goodman Group	20.65	0%	-10.82%	16.80 26.96
IGO	Igo Ltd	12.23	0%	21.54%	8.33 15.26
LOV	Lovisa Holdings Ltd	19.38	0%	9.75%	12.35 23.07
MQG	Macquarie Group Ltd	180.87	0%	9.48%	157.03 217.32
OZL	Oz Minerals Ltd	25.69	0%	11.59%	15.82 29.75
PDL	Pendal Group Ltd	4.83	0%	-41.40%	3.69 8.96
SSM	Service Stream Ltd	0.99	0%	9.78%	0.74 1.08

10 Top Gainers | <$500m

Code	Company	Last($)
HGH	Fpo Nzx	1.93
OML	Ooh!media	1.25
PPC	Peet	1.08
PDN	Paladin Energy L	0.75
PGH	Pact Group Holdi	2.21
OZL	Oz Minerals	25.69
ORA	Orora	3.46
ORG	Origin Energy	6.06
ORI	Orica	15.63
OPH	Ophir High Convi	2.73

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.13
ELD	Elders	12.13
EMR	Emerald Resource	1.15
EDV	Endeavour Group	7.98
EQT	Eqt Holdings	26.47
ERA	Era Fpo 'a	0.26
EHE	Estia Health	1.97
EVT	Event Hospitalit	14.61
EVN	Evolution Fpo	2.72
FCL	Fineos Corporati	1.81

OPINION

Latest Market Matters Opinions

15/08/2022 17:34

Broker Moves

Universal Store Cut to Underperform at Macquarie; PT A$3.50 Dicker Data Rated New Neutral at JPMorgan; PT A$12

Income Report: Asset allocation framework when targeting income

15/08/2022 17:33

BPT -11.08%: Fell hard today after reporting an underlying profit for the full year of $504.3mn, up ~40% for the year but well below consensus of $573mn. Expenses and other costs well above where we thought while FY23 guidance also underwhelmed due to a slightly lower production target and higher field operating costs. They now see FY23 production of 20 to 22.5 mmboe, capital expenditure $800 million to A$1.00 billion and unit operating cost per boe A$12 to A$1.

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Market Matters Content

Macro Monday: Bonds & stocks aren’t drinking from the same fountain

Morning report 15/08/2022

Afternoon Report

The Match Out: Market higher to kick off a big week of reporting, what’s our take on Carsales (CAR)?

Afternoon report 15/08/2022

Ask James ASK A QUESTION

Ask James

Question asked 13/08/2022

Does MM like the Bond ETF (OZBD)?

Hi James, Wondering how the better than expected US inflation rate (CPI) this week will affect OZBD? Do you see this as a hedge should a reversal higher for inflation in the coming months? is it a hold or a trim consideration ? Thanks Scott

Ask James

Question asked 13/08/2022

Where to from here for Trade Desk Inc. (TTD US)?

Hi there MM! TTD. Could there be another leg lower and would that be a buy opportunity? Thoughts on investing in the company long term? Thanks Kim

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Chart of the week

Apple Inc (AAPL US) a great example that stocks are ultimately driven by earnings and profitability

Aus. Investment blog Subscribe to blog

Nearmap (NEA) reveals takeover bid, shares pop higher

NEA +24.83%: the advanced mapping company revealed a takeover bid was in play from tech private equity fund Thoma Bravo. The US based $US100b fund put forward a $2.10/sh offer in early July, which was an 83% premium to the share price at the time. Shares have since rebounded, but the bid still represented a 39% premium to Friday’s close. Thoma Bravo will get first rights in the deal, currently working on exclusive due diligence to firm up the price and any funding needs, though other potential bidders are rumoured to be circling.

ASX:NEA 09/08/2022

National Australia Bank (NAB) reports higher costs and weaker margins, what’s next for stock prices?

NAB -2.93%: The business focused bank reported 3Q results today that signalled higher costs and weaker margins while unaudited cash profit came in at $1.8bn, pretty much in line with the run rate required to meet full year expectations. The bank said that FY22 will see costs up about 3-4% above their previously guided range of 2-3%, although that did include an uptick in remediation, while they guided net interest margin (NIM) lower.

ASX:NAB 09/08/2022

Morning Report