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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

1.01%

ABG.AX

1.04%

ASK.AX

2.55%

AGL.AX

-0.35%

AGI.AX

-6.88%

AIZ.AX

2.86%

AAI.AX

-3.02%

ALK.AX

-1.73%

A4N.AX

3.36%

ALQ.AX

-0.59%

AMC.AX

1.85%

AOV.AX

-2.74%

AMP.AX

1.97%

ALD.AX

1.47%

ANN.AX

2.42%

ANZ.AX

0.44%

APA.AX

-0.48%

ARU.AX

-3.77%

ARB.AX

-0.76%

ARF.AX

1.93%

ARG.AX

-0.23%

ALL.AX

0.78%

AYA.AX

-0.21%

APZ.AX

-0.64%

ASX.AX

0.46%

ALX.AX

0.2%

AUB.AX

2.67%

AIA.AX

AZJ.AX

0.7%

ABB.AX

1.6%

ASB.AX

0.75%

AAC.AX

-0.76%

AFI.AX

AUI.AX

-0.51%

BOQ.AX

2.33%

BMN.AX

-8.24%

BCI.AX

2.9%

BPT.AX

-1.38%

BGA.AX

-0.37%

BGL.AX

-3.61%

BEN.AX

1.78%

BNZ.AX

3.06%

BHP.AX

-1.89%

BKI.AX

-0.29%

BC8.AX

-6.22%

XYZ.AX

0.73%

BSL.AX

BOE.AX

-5.49%

BXB.AX

3.49%

BVS.AX

-5.53%

BRE.AX

1.2%

BRG.AX

2.18%

BGP.AX

BFL.AX

-1.79%

BWP.AX

1.6%

CMM.AX

-4.23%

CSC.AX

-6.05%

CAR.AX

2.23%

CIN.AX

0.03%

CYL.AX

-5.78%

CAT.AX

-3.56%

CWP.AX

-0.75%

CNI.AX

0.75%

CIP.AX

2.07%

COF.AX

CHN.AX

-10.39%

CGF.AX

1.43%

CIA.AX

-4.24%

CHI.AX

CHC.AX

3.48%

CLW.AX

2.05%

CQR.AX

1.36%

CQE.AX

1.2%

CNU.AX

3.75%

C79.AX

1.68%

CVL.AX

1.42%

CU6.AX

-4.44%

CWY.AX

CBO.AX

COH.AX

2.18%

CDA.AX

0.34%

COL.AX

1.8%

CKF.AX

CBA.AX

-0.26%

CPU.AX

2.12%

CEN.AX

-1.37%

CXO.AX

-5.56%

CCP.AX

0.77%

CMW.AX

3.53%

CSL.AX

1.59%

CCL.AX

-0.81%

DBI.AX

2.8%

DTL.AX

0.21%

DTR.AX

-6.45%

DYL.AX

-7.62%

DRR.AX

-1.59%

DVP.AX

DXS.AX

1.64%

DXI.AX

2.56%

DDR.AX

1.34%

DGT.AX

0.41%

DJW.AX

-1.76%

DMP.AX

-2.5%

DOW.AX

1.39%

DPM.AX

-7.85%

DRO.AX

-2.8%

DUR.AX

-1.86%

DNL.AX

-0.78%

APE.AX

4.32%

EBO.AX

1.91%

EIQ.AX

-1.55%

ELD.AX

EOS.AX

-2.55%

ELV.AX

-3.35%

ELS.AX

4.86%

EHL.AX

-2.38%

EMR.AX

-9.03%

EDV.AX

ERA.AX

-20%

EQR.AX

-2.17%

EUR.AX

-6.74%

EVN.AX

-3.67%

EVT.AX

2.08%

FCL.AX

-7.17%

FFM.AX

-3.28%

FPH.AX

2.25%

FPR.AX

-1.07%

FBU.AX

2.33%

FLT.AX

1.45%

FML.AX

-5.47%

FRS.AX

-1.94%

FMG.AX

-3.8%

FRW.AX

0.09%

FGX.AX

1.12%

FGG.AX

-1.16%

GLF.AX

-4.17%

GDG.AX

2.28%

GNE.AX

-4.13%

GMD.AX

-2.8%

GNP.AX

3.27%

GMG.AX

0.32%

GPT.AX

1.69%

GQG.AX

4.68%

GNG.AX

-5.16%

GNC.AX

-1.37%

GGP.AX

-5.4%

GOZ.AX

GCI.AX

0.49%

GYG.AX

1.23%

GWA.AX

-0.98%

HSN.AX

-0.87%

HVN.AX

2.7%

HGH.AX

-2.18%

HM1.AX

-1.4%

HLI.AX

4.91%

HMC.AX

4.11%

HDN.AX

1.65%

HUB.AX

-1.1%

IEL.AX

5.26%

IGO.AX

ILU.AX

-3.87%

IMD.AX

-1.76%

IMR.AX

-1.15%

IFT.AX

-1.27%

INA.AX

1.61%

ING.AX

-1.92%

IAG.AX

1.98%

IDX.AX

-3.62%

IPG.AX

-0.66%

IPX.AX

-3.5%

IPH.AX

-0.5%

IRE.AX

-0.81%

JHX.AX

-2.4%

JBH.AX

1.9%

JDO.AX

0.35%

JMS.AX

KAR.AX

0.51%

KLS.AX

KCN.AX

-2.2%

KKC.AX

-0.49%

GLS.AX

-2.49%

LGF.AX

-2.55%

L1G.AX

-0.49%

LSF.AX

-3.04%

LRV.AX

LFS.AX

2.22%

LLC.AX

2.44%

LFG.AX

-0.32%

360.AX

1.64%

LIC.AX

4.6%

LNW.AX

0.39%

LIN.AX

4.58%

LTR.AX

-3.27%

LOV.AX

2.4%

LYL.AX

-2.8%

LYC.AX

-4.85%

MA1.AX

MAF.AX

1.83%

MGH.AX

-0.38%

MAH.AX

0.54%

MQG.AX

0.69%

MAQ.AX

0.04%

MAD.AX

-3.41%

MFG.AX

2.77%

MAU.AX

-1.54%

MMS.AX

0.78%

MPL.AX

1.26%

MP1.AX

3.03%

MCY.AX

-1.92%

MEZ.AX

-1.66%

MSB.AX

-0.49%

MLX.AX

-0.66%

MTS.AX

-2.3%

MOT.AX

-1.18%

MXT.AX

-1.81%

MFF.AX

-0.2%

MIN.AX

-2.56%

MI6.AX

-1.29%

MIR.AX

-1.23%

MGR.AX

0.6%

MND.AX

-1.57%

MYS.AX

1.61%

NAN.AX

3.77%

NAB.AX

-1.72%

NGI.AX

0.83%

NWL.AX

2.02%

NEU.AX

-1.61%

NHC.AX

0.49%

NEM.AX

-4.76%

NWS.AX

2.31%

NXG.AX

-6.21%

NXT.AX

-0.44%

NHF.AX

1.37%

NCK.AX

3.18%

NIC.AX

-2.96%

NEC.AX

NST.AX

-3.32%

NWH.AX

-1.26%

NUF.AX

0.35%

OCL.AX

-0.71%

OML.AX

9.56%

OPH.AX

1.57%

OBM.AX

-5.47%

ORI.AX

-0.13%

ORG.AX

0.28%

ORA.AX

4.8%

PDN.AX

-8.78%

PNR.AX

-2.65%

PPC.AX

0.3%

PPM.AX

-1.5%

PRN.AX

-0.47%

PPT.AX

3.5%

PCI.AX

-1.38%

PRU.AX

-4.19%

PXA.AX

-0.84%

PNI.AX

PL8.AX

PLS.AX

-0.85%

PGF.AX

-0.99%

PNV.AX

-1.42%

PDI.AX

0.65%

PMV.AX

3.88%

PME.AX

0.09%

PWH.AX

-1.8%

PYC.AX

-3.24%

QAN.AX

0.33%

QBE.AX

0.88%

QAL.AX

-3.79%

QRI.AX

QUB.AX

0.4%

RMS.AX

-3.93%

RHC.AX

2.79%

REA.AX

-3.92%

RDX.AX

4.86%

REH.AX

2.52%

RF1.AX

-1.63%

RPL.AX

2.38%

RG1.AX

-2.58%

RGN.AX

1.34%

REG.AX

-0.65%

RRL.AX

-3.52%

RWC.AX

3.47%

RMD.AX

1.3%

RSG.AX

-5.29%

SGLLV.AX

-0.86%

RIC.AX

RIO.AX

-1.81%

RXL.AX

-5.49%

RFF.AX

1.02%

RYM.AX

0.81%

SFR.AX

-3.16%

SMI.AX

-2.68%

STO.AX

0.64%

SCG.AX

1.64%

SEK.AX

2.93%

SHV.AX

0.78%

SRV.AX

-1.79%

SSM.AX

0.82%

SGH.AX

-0.76%

SHA.AX

-5.61%

SIG.AX

SLX.AX

-4.14%

SGM.AX

2.22%

SDR.AX

-5.45%

SKS.AX

-2.79%

SIQ.AX

-0.76%

SHL.AX

2.12%

S32.AX

-2.16%

SX2.AX

-6.24%

SXE.AX

0.48%

SPK.AX

-0.33%

SRG.AX

2.88%

SBM.AX

-4.42%

SMR.AX

-4.17%

SDF.AX

-0.25%

SGP.AX

0.78%

SNZ.AX

-0.58%

SUN.AX

1.48%

SRL.AX

-6.34%

SUL.AX

2.74%

SLC.AX

2.52%

SNL.AX

-1.79%

SYL.AX

TAH.AX

1.27%

TEA.AX

-0.61%

TNE.AX

0.71%

TLX.AX

0.6%

TLS.AX

2.21%

TPW.AX

5.15%

A2M.AX

0.58%

TLC.AX

1.34%

SGR.AX

3.09%

TVN.AX

-10%

TWR.AX

-1.88%

TPG.AX

1.1%

TCL.AX

0.33%

TWE.AX

-1.28%

TUA.AX

0.8%

TRA.AX

VAU.AX

-3.14%

VNT.AX

1.12%

VCX.AX

2.88%

VGN.AX

1.53%

VEA.AX

1.79%

VUL.AX

-4.72%

VSL.AX

-0.2%

WA1.AX

-6.75%

WGN.AX

-1.16%

WAM.AX

WGB.AX

-0.46%

WLE.AX

-0.38%

SOL.AX

0.77%

WPR.AX

0.84%

WQG.AX

-1.3%

WEB.AX

1.68%

WBT.AX

-4.24%

WES.AX

1.34%

WAF.AX

-2.91%

WGX.AX

-4.5%

WBC.AX

-0.29%

WHF.AX

WHC.AX

-2.03%

WIA.AX

-4.3%

WC8.AX

-6%

WTN.AX

WTC.AX

-4.55%

WDS.AX

0.58%

WOW.AX

2.21%

WOR.AX

0.31%

XRO.AX

-1.07%

YAL.AX

-2.01%

ZIM.AX

0.7%

ZIP.AX

5.88%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.36	-0.18	-0.12
SSO ASX Small Caps	15.64	-0.09	-0.57
IVV S&P 500	70.12	-0.58	-0.82
NDQ Nasdaq	61.79	-0.66	-1.06
F100 FTSE 100	14.89	0.07	0.47
ASIA Asia Tech	22.41	0.54	2.47
IEU Europe	101.56	0.27	0.27
IEM Emerging Markets	95.98	0.05	0.05
Gold Gold	56.17	-0.87	-1.53
ACDC Battery Tech	166.30	-8.7	-4.97

COMMODITIES	Close($)	-/+	%
Gold	4,340.19	11.6	0.27
Silver	68.44	0.273	0.4
Platinum	1,777.13	22.63	1.29
Palladium	1,256.78	51.8834	4.31
Ice Brent Crude	92.98	-1.27	-1.35
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7059	0.0014	0.2
Euro	1.1572	0.0038	0.33
British Pound	1.3399	0.0061	0.46
Canadian Dollar	1.3920	-0.0031	-0.22
New Zealand Dollar	0.5838	0.0031	0.53
Chinese Yuan	6.7715	-0.0117	-0.17
Japanese Yen	160.1700	0.06	0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	-5.47%	91.04%	0.30 0.75
BGL	Bellevue Gold Ltd	1.34	-3.61%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.08	-1.89%	61.24%	35.52 65.04
FMG	Fortescue Ltd	19.75	-3.8%	32.54%	14.31 23.38
NHC	New Hope Corporation Ltd	6.11	0.49%	64.32%	3.63 6.17
WHC	Whitehaven Coal Ltd	9.18	-2.03%	67.62%	5.31 9.90
NEM	Newmont Cdi	141.68	-4.76%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	14.95	-6.21%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.67	-3.16%	64.65%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
OML	Ooh!media	1.38	9.56
ZIP	Zip Co	2.52	5.88
IEL	Idp Education	2.10	5.26
TPW	Temple & Webster	4.90	5.15
HLI	Helia Group	4.91	4.91
ELS	Elsight	7.99	4.86
RDX	Redox	3.67	4.86
ORA	Orora	1.31	4.8
GQG	Gqg Partners Cdi	1.46	4.68
LIC	Lifestyle Commun	5.23	4.6

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-20
CHN	Chalice Mining	1.38	-10.39
TVN	Tivan	0.27	-10
EMR	Emerald Resource	5.34	-9.03
PDN	Paladin Energy	10.08	-8.78
BMN	Bannerman Energy	3.34	-8.24
DPM	Dpm Metals Cdi	45.64	-7.85
DYL	Deep Yellow	1.46	-7.62
FCL	Fineos Corporati	2.20	-7.17
AGI	Ainsworth Game T	1.49	-6.88

OPINION

Latest Market Matters Opinions

09/06/2026 16:37

Broker Moves

• Ventia Services Rated New Equal-Weight at Morgan Stanley • Service Stream Rated New Overweight at Morgan Stanley; PT A$2.80 • Nickel Industries Cut to Hold at Jefferies; PT A$1 • Ballard Mining Rated New Speculative Buy at Canaccord; PT A$2 • Bioxyne Rated New Buy at Blue Ocean; PT 16 Australian cents • Champion Iron Cut to Market Perform at BMO; PT A$4.58 • IDP Education Raised to Buy at Morgans Financial Limited • Skinkandy Rated New Buy at Morgans Financial Limited; PT A$2.90 • REA Group Cut to Sell at Bell Potter; PT A$137

09/06/2026 16:37

What Mattered Today

The ASX spent most of today digging itself out of an early hole, with the market initially rattled by Friday night's strong US payrolls report before steadily recovering through the session. After falling sharply at the open, buyers gradually returned and by the close the index had trimmed the bulk of its losses - the market remains willing to buy weakness despite ongoing uncertainty around rates.

ACTION

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Market Matters Content

Macro Monday on Tuesday: There’s plenty of cash in them hills – where will it go?

Morning report 09/06/2026

Afternoon Report

The Match Out: ASX shakes off a rough start as defensives shine and miners stay under the pump

Afternoon report 09/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 05/06/2026

Kapstream Investment Trust (ASX: KIT) – Early Access Off-Market Buy-Back

Hi Guys, Thanks for your hard work and valuable insights! The recently issued Kapstream Investment Trust (KIT) has been trading below issue price (2.00) at around 1.95 but has dropped lower to around 1.90 in recent days. Is this because of the proposed off-market buyback? What's the purpose of the buyback? Buying opportunity or warning sign? I also note that KIT and DMNHA, despite yielding similar numbers as many bank hybrid notes have been trading below par whereas the bank hybrids nearly always trade above. Why? Cheers, Nick

Ask James

Question asked 06/06/2026

Biome Australia Ltd (ASX: BIO)

Do you have a view on why this stock is being priced like it is going broke whilst fundamentally sound and promising outlook exists

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