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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

6.78%

4DX.AX

-9.05%

ABG.AX

AIS.AX

6.17%

AGL.AX

-0.48%

A1M.AX

6.76%

AIZ.AX

-2.74%

AAI.AX

-0.07%

ALK.AX

4.78%

A4N.AX

-2.83%

ALQ.AX

-0.55%

AMC.AX

-1.29%

AOV.AX

-0.27%

AMP.AX

4.76%

ALD.AX

0.86%

ANN.AX

0.29%

ANZ.AX

-1%

APA.AX

-0.9%

ARU.AX

2.63%

ARB.AX

1.64%

ARF.AX

1.55%

ARG.AX

ALL.AX

-1.06%

AYA.AX

1.37%

APZ.AX

-0.38%

ASX.AX

-1.3%

ALX.AX

-0.6%

AUB.AX

-1.11%

AIA.AX

-1.74%

AXQ.AX

8.44%

AMI.AX

7.04%

AZJ.AX

-0.48%

AUC.AX

7.49%

ABB.AX

-0.81%

AAC.AX

-0.73%

AEF.AX

2.91%

AFI.AX

0.3%

AUI.AX

0.78%

BOQ.AX

-1.35%

BMN.AX

1.19%

BCI.AX

-1.12%

BPT.AX

-2.26%

BGA.AX

-0.49%

BGL.AX

4.12%

BEN.AX

-1.73%

BNZ.AX

0.52%

BHP.AX

0.24%

BKI.AX

1.3%

BC8.AX

6.7%

XYZ.AX

-3.96%

BSL.AX

0.34%

BOE.AX

0.38%

BXB.AX

0.25%

BVS.AX

-1.06%

BRE.AX

-2.47%

BRG.AX

-0.69%

BFL.AX

-1.49%

BWP.AX

0.51%

CMM.AX

5.77%

CSC.AX

0.53%

CAR.AX

-1.06%

CIN.AX

1.43%

CYL.AX

2.54%

CAT.AX

2.51%

CWP.AX

3.47%

CNI.AX

CIP.AX

0.33%

COF.AX

-0.55%

CHN.AX

8.76%

CGF.AX

0.5%

CIA.AX

-0.28%

CHC.AX

0.76%

CLW.AX

0.79%

CQR.AX

4.19%

CQE.AX

-0.36%

CNU.AX

0.63%

C79.AX

8.98%

CVL.AX

1.11%

CU6.AX

0.37%

CWY.AX

-0.42%

CBO.AX

0.57%

COH.AX

-0.9%

CDA.AX

-0.92%

COL.AX

-0.7%

CKF.AX

-0.12%

CBA.AX

-1.03%

CPU.AX

-0.85%

CEN.AX

CXO.AX

5.56%

CCP.AX

-0.07%

CMW.AX

1.16%

CSL.AX

-0.13%

CCL.AX

2.52%

DBI.AX

-2.46%

DTL.AX

-0.9%

DYL.AX

1.09%

DRR.AX

1.16%

DVP.AX

-1.32%

DXS.AX

-0.16%

DXI.AX

-0.41%

DDR.AX

0.61%

DGT.AX

0.36%

DJW.AX

-0.34%

DMP.AX

-1.9%

DOW.AX

-1.13%

DPM.AX

2.66%

DRO.AX

-4.39%

DUR.AX

-3.49%

DNL.AX

APE.AX

-0.78%

EBO.AX

-1.02%

EIQ.AX

-5.16%

ELD.AX

-0.54%

EOS.AX

ELV.AX

6.62%

ELS.AX

0.57%

EHL.AX

EMR.AX

4.34%

EDV.AX

3.43%

EQR.AX

-4.69%

EUR.AX

1.72%

EVN.AX

3.08%

EVT.AX

0.21%

FDC.AX

1.13%

FCL.AX

1.54%

FFM.AX

1.6%

FPH.AX

-0.96%

FPR.AX

2.06%

FBU.AX

-0.63%

FLT.AX

-0.29%

FML.AX

1.51%

FRS.AX

1.3%

FMG.AX

-2.33%

FRW.AX

0.17%

FGX.AX

-0.36%

FGG.AX

0.89%

GLF.AX

0.45%

GDG.AX

-0.24%

GNE.AX

-1.41%

GMD.AX

6.1%

GNP.AX

-1.91%

GMG.AX

-0.96%

GPT.AX

0.19%

GQG.AX

-0.35%

GNG.AX

GNC.AX

0.55%

GGP.AX

2.86%

G6M.AX

-8.06%

GOZ.AX

-0.44%

GCI.AX

0.49%

GYG.AX

-0.44%

GWA.AX

-1.23%

HSN.AX

0.68%

HVN.AX

0.4%

HGH.AX

0.75%

HM1.AX

-0.67%

HLI.AX

-0.97%

HMC.AX

-2.22%

HDN.AX

HUB.AX

-1.9%

IEL.AX

-0.88%

IGO.AX

2.76%

ILU.AX

4.42%

IMD.AX

-0.77%

IMR.AX

0.26%

IFT.AX

-0.87%

INA.AX

-0.44%

ING.AX

-0.47%

IAG.AX

1.17%

IDX.AX

-2.24%

IPG.AX

0.62%

IPX.AX

1.18%

IPH.AX

-0.46%

IRE.AX

-0.54%

JHX.AX

5.78%

JBH.AX

-0.27%

JDO.AX

-1.45%

JMS.AX

KAR.AX

-1.49%

KLS.AX

3.1%

KCN.AX

3.7%

KKC.AX

GLS.AX

LGF.AX

0.97%

L1G.AX

-1.82%

LSF.AX

1.96%

LRV.AX

LFS.AX

LLC.AX

0.96%

LFG.AX

0.62%

360.AX

-1.24%

LIC.AX

0.19%

LNW.AX

5.27%

LTR.AX

9.26%

LOV.AX

0.74%

LYL.AX

-1.71%

LYC.AX

3.5%

MA1.AX

0.76%

MAF.AX

1.18%

MGH.AX

0.36%

MAH.AX

-3.4%

MQG.AX

-1.05%

MAQ.AX

-1.48%

MAD.AX

-1.46%

MFG.AX

-1.73%

MMS.AX

0.5%

MPL.AX

0.19%

MP1.AX

0.1%

MCY.AX

-1.25%

MEZ.AX

-0.43%

MSB.AX

MLX.AX

2.78%

MTS.AX

0.96%

MEI.AX

-4.76%

MOT.AX

2.19%

MXT.AX

-0.26%

MFF.AX

-0.74%

MIN.AX

3.83%

MI6.AX

4.11%

MIR.AX

1.57%

MGR.AX

-0.28%

MND.AX

-1.42%

MYS.AX

-0.81%

NAN.AX

1.13%

NAB.AX

-1.1%

NGI.AX

-0.77%

NWL.AX

-1.69%

NEU.AX

5.38%

NHC.AX

0.77%

NMG.AX

9.8%

NEM.AX

2.68%

NWS.AX

-1.34%

NXG.AX

2.2%

NXT.AX

-0.21%

NHF.AX

0.4%

NCK.AX

-0.7%

NIC.AX

-0.6%

NEC.AX

-0.5%

NST.AX

2.3%

NWH.AX

NUF.AX

-1%

OCL.AX

0.14%

OML.AX

-0.63%

OPH.AX

-1.95%

OBM.AX

1.9%

ORI.AX

0.04%

ORG.AX

-0.09%

ORA.AX

0.66%

PDN.AX

3.26%

PNR.AX

3.7%

PPC.AX

-0.27%

PPM.AX

-0.54%

PRN.AX

1.73%

PPT.AX

-0.16%

PCI.AX

-0.45%

PRU.AX

3.62%

PXA.AX

2.36%

PNI.AX

-2.18%

PL8.AX

-1.38%

PLS.AX

6.51%

PGF.AX

-0.59%

PNV.AX

PDI.AX

4.83%

PMV.AX

0.82%

PME.AX

-1.07%

PWH.AX

-0.46%

PYC.AX

-4.23%

QAN.AX

-1.12%

QBE.AX

0.25%

QAL.AX

1.54%

QRI.AX

RMS.AX

4.02%

RHC.AX

1.31%

REA.AX

0.86%

RDX.AX

0.52%

REH.AX

1.76%

RF1.AX

-0.82%

RPL.AX

-3.45%

RG1.AX

0.39%

RGN.AX

REG.AX

-2.02%

RRL.AX

3.4%

RWC.AX

-1.07%

RMD.AX

-8.29%

RSG.AX

3.92%

SGLLV.AX

-1.82%

RIC.AX

-0.69%

RIO.AX

0.79%

RXL.AX

1.08%

RFF.AX

0.91%

RYM.AX

-0.29%

SFR.AX

1.15%

SMI.AX

0.88%

STO.AX

0.39%

SCG.AX

1.27%

SEK.AX

0.33%

SHV.AX

-1.9%

SRV.AX

2.08%

SSM.AX

-0.79%

SGH.AX

-1.25%

SHA.AX

-1.44%

SIG.AX

-0.33%

SLX.AX

0.83%

SGM.AX

0.04%

SDR.AX

SKS.AX

-3.84%

SKC.AX

SIQ.AX

-0.37%

SHL.AX

0.04%

S32.AX

2.48%

SX2.AX

4.28%

SXE.AX

-1.75%

SPK.AX

-0.61%

SRG.AX

-2.02%

SBM.AX

5.41%

SMR.AX

0.83%

SDF.AX

-0.57%

SGP.AX

-0.46%

SKG.AX

SNZ.AX

1.9%

SUN.AX

-0.26%

SRL.AX

0.19%

SUL.AX

-0.8%

SLC.AX

-0.93%

SNL.AX

0.56%

SYL.AX

0.37%

TAH.AX

-2.73%

TEA.AX

-1.02%

TNE.AX

0.61%

TLX.AX

7.65%

TLS.AX

TPW.AX

-2.42%

A2M.AX

-1.87%

TLC.AX

0.37%

SGR.AX

TVN.AX

THL.AX

3.04%

TWR.AX

0.32%

TPG.AX

0.84%

TCL.AX

-0.55%

TWE.AX

3.23%

TUA.AX

TCG.AX

3.91%

USL.AX

1.92%

UNI.AX

-1.64%

VAU.AX

5.42%

VNT.AX

VCX.AX

0.37%

VGN.AX

-1.38%

VMM.AX

5.37%

VGL.AX

1.84%

VEA.AX

0.38%

VUL.AX

4.38%

VSL.AX

2.56%

VYS.AX

3.59%

WA1.AX

2.72%

WGN.AX

1.16%

WAM.AX

0.32%

WGB.AX

SOL.AX

0.19%

WPR.AX

-0.4%

WQG.AX

-1.94%

WEB.AX

-1.44%

WBT.AX

-1.12%

WES.AX

-0.99%

WAF.AX

4.82%

WGX.AX

4.23%

WBC.AX

-1.56%

WHF.AX

WHC.AX

0.41%

WIA.AX

-1.16%

WC8.AX

2.67%

WTC.AX

4.27%

WDS.AX

0.5%

WOW.AX

0.17%

WOR.AX

-1%

XRO.AX

1.47%

YAL.AX

-0.18%

ZIM.AX

-0.13%

ZIP.AX

-3.38%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	154.43	-0.09	-0.06
SSO ASX Small Caps	15.00	0.04	0.27
IVV S&P 500	72.96	-0.09	-0.12
NDQ Nasdaq	60.85	0.15	0.25
F100 FTSE 100	15.48	-0.02	-0.13
ASIA Asia Tech	19.57	-0.21	-1.06
IEU Europe	100.29	-0.06	-0.06
IEM Emerging Markets	92.90	0.09	0.1
Gold Gold	55.68	0.2	0.36
ACDC Battery Tech	127.80	1.27	1

COMMODITIES	Close($)	-/+	%
Gold	4,337.89	98.66	2.33
Silver	63.27	1.7927	2.92
Platinum	1,747.45	18.2	1.05
Palladium	1,375.50	4.6034	0.34
Ice Brent Crude	83.08	-7.04	-7.81
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7068	0.0038	0.54
Euro	1.1567	0.0043	0.37
British Pound	1.3502	0.0049	0.36
Canadian Dollar	1.3931	-0.0081	-0.58
New Zealand Dollar	0.5894	0.0025	0.43
Chinese Yuan	6.7474	-0.0014	-0.02
Japanese Yen	157.3300	-1.05	-0.66

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	6.76%	134.92%	0.30 0.85
BGL	Bellevue Gold Limited	1.52	4.12%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	62.97	0.24%	57.44%	39.30 65.98
FMG	Fortescue Ltd	18.02	-2.33%	-0.70%	17.65 23.38
NHC	New Hope Corporation Ltd	5.21	0.77%	17.77%	3.77 6.17
WHC	Whitehaven Coal Limited	7.32	0.41%	8.48%	5.94 9.90
NEM	Newmont Cdi	152.82	2.68%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.40	2.2%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.10	1.15%	85.42%	11.47 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NMG	New Murchison	0.06	9.8
LTR	Liontown	1.18	9.26
C79	Chrysos Corporat	6.43	8.98
CHN	Chalice Mining	1.37	8.76
AXQ	Aura Consolidate	3.34	8.44
TLX	Telix Pharmaceut	16.19	7.65
AUC	Ausgold	1.01	7.49
AMI	Aurelia Metals	0.38	7.04
29M	29metals	0.32	6.78
A1M	Aic Mines	0.79	6.76

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	4.22	-9.05
RMD	Resmed Inc	28.87	-8.29
G6M	Group 6 Metals	3.08	-8.06
EIQ	Echoiq	1.47	-5.16
MEI	Meteoric Resourc	0.20	-4.76
EQR	Eq Resources	0.31	-4.69
DRO	Droneshield	2.18	-4.39
PYC	Pyc Therapeutics	2.04	-4.23
XYZ	Block Cdi	113.73	-3.96
SKS	Sks Technologies	8.27	-3.84

OPINION

Latest Market Matters Opinions

07/08/2026 17:39

What Mattered Today

The ASX 200 finished essentially flat, though it did recover from early weakness, having pulled back and tested this week’s breakout level (~9200), before pushing higher – a positive technical sign. After resetting record highs twice this week, the market moved into more of a holding pattern ahead of next week’s heavier reporting calendar, with strength across materials and technology offset by weakness in the banks and selected healthcare names.

07/08/2026 17:38

Nick Scali (ASX: NCK) $17.11

NCK -0.7%: delivered a solid FY26 result, with profit broadly in line with expectations and a stronger dividend, although the domestic trading backdrop remains challenging as softer housing conditions and cost-of-living pressure weigh on big-ticket spending.

ACTION

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Market Matters Content

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

Afternoon Report

The Match Out: ASX wraps up a strong week with Tech & Materials leading the line

Afternoon report 07/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Ask James

Question asked 07/08/2026

Why does the market keep repeating the (almost) same pattern each year?

Hi In Monday's morning note you wrote about how the market tends to (mostly) follow a pattern of strength and weakness throughout the year, being strong some months and weaker in others (eg April and July usually strong, September is often weak, then a Santa rally in December). Is there any logical reason for this "pattern" or does the market just feed on previous years patterns and repeat the same thing as some sort of subconscious habit? Cheers, Carl

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Latest View Points

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Morning Report

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

Afternoon Report

The Match Out: ASX wraps up a strong week with Tech & Materials leading the line

Afternoon report 07/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Ask James

Question asked 07/08/2026

Why does the market keep repeating the (almost) same pattern each year?

Latest View Points

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Opinion + Action