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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4.35%

4DX.AX

1.47%

ABG.AX

-3.49%

AIS.AX

3.09%

AGL.AX

0.46%

A1M.AX

-2.99%

AIZ.AX

-3.13%

AAI.AX

0.03%

ALK.AX

1.32%

A4N.AX

-0.78%

ALQ.AX

2.12%

AMC.AX

-0.87%

AOV.AX

1.28%

AMP.AX

-1.62%

ALD.AX

0.58%

ASL.AX

5.96%

ANN.AX

2.08%

ANZ.AX

1.33%

APA.AX

-0.27%

ARU.AX

ARB.AX

0.79%

ARF.AX

1.33%

ARG.AX

0.85%

ALL.AX

1.87%

AYA.AX

-3.91%

APZ.AX

-2.86%

ASX.AX

-0.18%

ALX.AX

0.44%

AUB.AX

1.02%

AIA.AX

-0.71%

AXQ.AX

-6.65%

AMI.AX

AZJ.AX

0.81%

AUC.AX

4.85%

ABB.AX

-1.19%

ASB.AX

2.15%

AAC.AX

-1.11%

ACL.AX

AFI.AX

0.44%

AUI.AX

1.11%

BOQ.AX

1.22%

BMN.AX

7.79%

BAP.AX

-0.61%

BCI.AX

-0.93%

BPT.AX

-2.79%

BGA.AX

0.33%

BGL.AX

3.79%

BEN.AX

0.57%

BNZ.AX

2.19%

BHP.AX

-1.35%

BKI.AX

0.54%

BC8.AX

2.75%

XYZ.AX

4.49%

BSL.AX

2.96%

BMC.AX

-1.33%

BOE.AX

5.11%

BXB.AX

0.52%

BVS.AX

-0.64%

BRE.AX

0.82%

BRG.AX

-2.12%

BTR.AX

2.63%

BGP.AX

BFL.AX

-0.37%

BWP.AX

CMM.AX

2.83%

CSC.AX

0.47%

CAR.AX

0.19%

CIN.AX

0.71%

CYL.AX

3.45%

CAT.AX

-1.9%

CWP.AX

-1.45%

CNI.AX

1.23%

CIP.AX

-0.34%

COF.AX

-0.56%

CHN.AX

1.57%

CGF.AX

-0.8%

CIA.AX

1.17%

CHC.AX

-1.63%

CLW.AX

-1.7%

CQR.AX

-0.51%

CQE.AX

0.85%

CNU.AX

-0.55%

C79.AX

-2.71%

CVL.AX

-1.96%

CU6.AX

CWY.AX

CBO.AX

3.79%

COH.AX

3.31%

CDA.AX

1.1%

CGS.AX

-0.32%

COL.AX

-0.88%

CKF.AX

1.58%

CBA.AX

0.79%

CPU.AX

0.2%

CEN.AX

1.69%

CXO.AX

CCP.AX

CMW.AX

1.33%

CSL.AX

0.95%

CCL.AX

-1.62%

DBI.AX

1.33%

DTL.AX

-1.37%

DYL.AX

8.44%

DRR.AX

0.49%

DVP.AX

1.14%

DXS.AX

-1.03%

DXI.AX

-0.41%

DDR.AX

0.14%

DGT.AX

-0.36%

DJW.AX

0.67%

DMP.AX

-1.47%

DOW.AX

0.95%

DPM.AX

2.38%

DRO.AX

-2.92%

DUR.AX

7.62%

DNL.AX

0.26%

APE.AX

0.81%

EBO.AX

-0.59%

EIQ.AX

-4.67%

ELD.AX

2.13%

EOS.AX

-1.7%

ELV.AX

-5.4%

ELS.AX

1.06%

EHL.AX

1.32%

EMR.AX

2.49%

EDV.AX

0.93%

EQR.AX

-7.79%

EQT.AX

1.87%

EUR.AX

4.29%

EVN.AX

2.6%

EVT.AX

-0.81%

FDC.AX

-0.76%

FCL.AX

0.94%

FFM.AX

1.44%

FPH.AX

-0.22%

FPR.AX

-0.24%

FBU.AX

-2.48%

FLT.AX

-0.86%

FML.AX

5.4%

FRS.AX

-1.39%

FMG.AX

2.05%

FRW.AX

FGX.AX

-0.37%

FGG.AX

GLN.AX

1.23%

GLF.AX

0.44%

GDG.AX

2.61%

GNE.AX

1.79%

GMD.AX

3.34%

GNP.AX

1.84%

GMG.AX

2.85%

GPT.AX

-1.93%

GQG.AX

0.4%

GNG.AX

3.35%

GNC.AX

1.15%

GGP.AX

3.69%

G6M.AX

0.56%

GOZ.AX

-0.97%

GCI.AX

-0.98%

GYG.AX

-1.84%

GWA.AX

0.5%

HSN.AX

-0.3%

HVN.AX

HGH.AX

0.98%

HM1.AX

HLI.AX

1.79%

HMC.AX

-1.27%

HDN.AX

-0.45%

HUB.AX

0.99%

IGO.AX

1.08%

ILU.AX

0.75%

IMD.AX

2.06%

IMR.AX

4.63%

IFT.AX

0.42%

INA.AX

0.83%

ING.AX

-1.42%

IAG.AX

-2.17%

IDX.AX

-2.98%

IPG.AX

0.19%

IPX.AX

4.15%

IPH.AX

-0.3%

IRE.AX

1.66%

JHX.AX

0.63%

JBH.AX

0.24%

JDO.AX

-0.48%

KAR.AX

-3.07%

KLS.AX

0.49%

KCN.AX

5.42%

KKC.AX

GLS.AX

1.43%

L1G.AX

-1.62%

LSF.AX

-0.21%

LGF.AX

0.45%

LRV.AX

-2.78%

LFS.AX

-0.53%

LLC.AX

-3.37%

LFG.AX

360.AX

3.8%

LIC.AX

-1.59%

LNW.AX

1.37%

LIN.AX

-16.99%

LTR.AX

-4.03%

LOV.AX

-3.66%

LYL.AX

-3.13%

LYC.AX

0.93%

MA1.AX

0.52%

MAF.AX

-4.11%

MGH.AX

-1.34%

MAH.AX

MQG.AX

0.5%

MAQ.AX

-0.55%

MAD.AX

0.97%

MFG.AX

3.01%

MMS.AX

0.1%

MM8.AX

1.89%

MPL.AX

-0.64%

MP1.AX

-0.49%

MCY.AX

2.62%

MEZ.AX

-3.12%

MSB.AX

0.42%

MLX.AX

3.56%

MTS.AX

-0.67%

MEI.AX

2.63%

MOT.AX

0.63%

MXT.AX

-3.02%

MFF.AX

-0.56%

MIN.AX

1.92%

MI6.AX

-1.85%

MIR.AX

MGR.AX

0.54%

MND.AX

1.7%

MYS.AX

0.41%

NAN.AX

2.23%

NAB.AX

1.79%

NGI.AX

-0.82%

NWL.AX

1.13%

NEU.AX

3.06%

NHC.AX

-0.16%

NMG.AX

1.33%

NEM.AX

2.71%

NWS.AX

0.33%

NXG.AX

3.17%

NXT.AX

-1.42%

NHF.AX

-3.59%

NCK.AX

0.21%

NIC.AX

1.22%

NEC.AX

4.17%

NST.AX

2.61%

NWH.AX

-0.26%

NUF.AX

-0.91%

NXL.AX

-1.04%

OCL.AX

-2%

OML.AX

-0.3%

OPH.AX

-1.68%

OBM.AX

3.44%

ORI.AX

0.63%

ORG.AX

-0.26%

ORA.AX

PDN.AX

1.35%

PNR.AX

4.87%

PPC.AX

1.06%

PPM.AX

2.09%

PRN.AX

2.23%

PPT.AX

-0.53%

PCI.AX

0.91%

PRU.AX

3.27%

PXA.AX

3.22%

PNI.AX

0.56%

PL8.AX

2.13%

PLS.AX

0.19%

PGF.AX

-0.93%

PNV.AX

PDIDB.AX

2.1%

PMV.AX

-0.17%

PME.AX

0.16%

PWH.AX

-0.18%

PYC.AX

5.76%

QAN.AX

1.3%

QBE.AX

0.13%

QAL.AX

-4.24%

QRI.AX

0.98%

RMS.AX

3.7%

RHC.AX

-1.11%

REA.AX

-2.07%

RDX.AX

1.79%

REH.AX

1.37%

RF1.AX

-1.12%

RPL.AX

0.41%

RG1.AX

0.77%

RGN.AX

REG.AX

-26.99%

RRL.AX

3.06%

RWC.AX

0.48%

RMD.AX

-0.59%

RSG.AX

4.33%

SGLLV.AX

1.4%

RIC.AX

1.92%

RIO.AX

1.28%

RXL.AX

4.27%

RFF.AX

-0.26%

RYM.AX

SFR.AX

0.31%

SMI.AX

2.91%

STO.AX

-0.36%

SCG.AX

SEK.AX

-1.24%

SHV.AX

1.66%

SRV.AX

0.33%

SSM.AX

1.27%

SGH.AX

-0.8%

SHA.AX

2.04%

SIG.AX

-0.74%

SLX.AX

3.13%

SGM.AX

2.96%

SDR.AX

0.35%

SKS.AX

0.52%

SKC.AX

SIQ.AX

2.04%

SHL.AX

3.04%

S32.AX

1.17%

SX2.AX

8.13%

SXE.AX

0.99%

SPK.AX

-0.84%

SRG.AX

2.13%

SBM.AX

2.76%

SMR.AX

2.44%

SDF.AX

SGP.AX

-1.33%

SKG.AX

-2.2%

SNZ.AX

-0.28%

SUN.AX

-0.16%

SRL.AX

-11.12%

SUL.AX

2.08%

SLC.AX

0.35%

SNL.AX

-1.73%

SYL.AX

-3.89%

TAH.AX

TEA.AX

TNE.AX

-1.94%

TLX.AX

3.63%

TLS.AX

0.85%

TPW.AX

1.47%

A2M.AX

-3.39%

TLC.AX

0.4%

SGR.AX

TVN.AX

-2.22%

THL.AX

1.32%

TWR.AX

3.64%

TPG.AX

0.53%

TCL.AX

TWE.AX

0.56%

TUA.AX

0.47%

TCG.AX

0.62%

TRA.AX

0.15%

USL.AX

6.13%

UNI.AX

-2.45%

VAU.AX

2.26%

VNT.AX

0.73%

VCX.AX

1.2%

VGN.AX

1.79%

VMM.AX

2.55%

VGL.AX

-1.35%

VEA.AX

0.33%

VUL.AX

1.16%

VSL.AX

3.15%

VYS.AX

-0.99%

WA1.AX

3.99%

WGN.AX

0.74%

WAM.AX

-0.4%

WGB.AX

-2.91%

WLE.AX

-0.38%

SOL.AX

-0.23%

WPR.AX

-0.43%

WQG.AX

WEB.AX

-1.62%

WBT.AX

-0.58%

WES.AX

-0.32%

WAF.AX

1.9%

WGX.AX

3.44%

WBC.AX

1.51%

WHF.AX

-0.41%

WHC.AX

-0.94%

WIA.AX

3.26%

WC8.AX

3.95%

WTC.AX

-2.36%

WDS.AX

-2.6%

WOW.AX

0.96%

WOR.AX

-0.51%

XRO.AX

-0.63%

YAL.AX

-0.65%

ZIM.AX

2.84%

ZIP.AX

-2.06%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.90	1.31	0.87
SSO ASX Small Caps	14.71	0.05	0.34
IVV S&P 500	71.30	0.25	0.35
NDQ Nasdaq	59.15	0.12	0.2
F100 FTSE 100	15.20	-0.06	-0.39
ASIA Asia Tech	19.93	0.04	0.2
IEU Europe	97.53	-0.07	-0.07
IEM Emerging Markets	94.30	0.42	0.45
Gold Gold	56.58	1.32	2.39
ACDC Battery Tech	123.48	1.46	1.2

COMMODITIES	Close($)	-/+	%
Gold	4,422.21	35.92	0.82
Silver	65.49	0.1767	0.27
Platinum	1,757.98	-1.93	-0.11
Palladium	1,363.50	18.1248	1.35
Ice Brent Crude	95.38	0.73	0.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7179	0.0011	0.15
Euro	1.1600	0.0013	0.11
British Pound	1.3491	0.0007	0.05
Canadian Dollar	1.3809	-0.0033	-0.24
New Zealand Dollar	0.5861	0.0013	0.22
Chinese Yuan	6.7188	-0.0002	0
Japanese Yen	156.2400	-2.46	-1.55

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	-2.99%	142.03%	0.32 0.89
BGL	Bellevue Gold Limited	1.65	3.79%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	63.78	-1.35%	50.88%	39.30 68.77
FMG	Fortescue Ltd	16.95	2.05%	-9.73%	16.57 23.38
NHC	New Hope Corporation Ltd	6.09	-0.16%	36.16%	3.77 6.24
WHC	Whitehaven Coal Limited	8.47	-0.94%	28.77%	5.94 9.90
NEM	Newmont Cdi	174.93	2.71%	0.00%	114.34 190.91
NXG	Nexgen Ene Cdi	14.30	3.17%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.44	0.31%	80.99%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DYL	Deep Yellow	1.67	8.44
SX2	Southern Cro Cdi	12.24	8.13
SGR	The Star Enterta	0.14	8
BMN	Bannerman Energy	4.29	7.79
DUR	Duratec	2.26	7.62
USL	Unico Silver	0.87	6.13
ASL	Andean Silver	2.49	5.96
PYC	Pyc Therapeutics	2.57	5.76
KCN	Kingsgate Consol	5.45	5.42
FML	Focus Minerals L	2.05	5.4

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
REG	Regis Healthcare	4.30	-26.99
LIN	Lindian Resource	0.64	-16.99
SRL	Sunrise Energy	14.23	-11.12
EQR	Eq Resources	0.36	-7.79
AXQ	Aura Consolidate	3.23	-6.65
ELV	Elevra Lithium	7.88	-5.4
EIQ	Echoiq	1.23	-4.67
QAL	Qualitas	2.71	-4.24
MAF	Ma Financial	5.13	-4.11
LTR	Liontown	1.19	-4.03

OPINION

Latest Market Matters Opinions

03/09/2026 16:27

What Mattered Today

The local market found some support today, snapping a three-day losing streak as banks and miners led a modest rebound. The move was helped by some relief in bond markets, with the Australian 10-year yield easing from multi-year highs to around 5.16%.

03/09/2026 16:23

Broker Moves

• Deep Yellow Rated New Outperform at RBC; PT A$2.05 • SmartGroup Raised to Overweight at Morgan Stanley; PT A$13 • GPT Group Cut to Underweight at Barrenjoey; PT A$5.15 • Lifestyle Communities Cut to Underweight at Barrenjoey; PT A$5 • Charter Hall Long WALE Cut to Underweight at Barrenjoey • IGO Raised to Buy at Goldman; PT A$9.50 • Telstra Group Raised to Buy at Citi; PT A$5.25

ACTION

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Market Matters Content

What Matters Today: Do we already have the “bond rout” roadmap?

Morning report 03/09/2026

Afternoon Report

The Match Out: ASX bounces as banks and gold miners rally, Corporate Travel plummets 85% on return from suspension

Afternoon report 03/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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