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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

ABG.AX

-0.44%

ASK.AX

AX1.AX

1.67%

ADT.AX

-7.29%

AGL.AX

1.15%

AIZ.AX

AAI.AX

0.38%

A4N.AX

2.44%

ALQ.AX

3.87%

AMC.AX

0.34%

AOV.AX

-0.26%

AMP.AX

2.48%

ALD.AX

0.94%

ANN.AX

2.04%

ANZ.AX

1.63%

APA.AX

0.73%

ARU.AX

5.13%

ARB.AX

1.6%

ARF.AX

0.28%

ARG.AX

0.35%

ALL.AX

1.29%

APZ.AX

3.95%

ASX.AX

0.8%

ALX.AX

1.61%

AUB.AX

-0.28%

AIA.AX

0.13%

AD8.AX

-0.97%

AMI.AX

AZJ.AX

ABB.AX

2.3%

ASB.AX

4.82%

AAC.AX

2.11%

ACL.AX

0.66%

AEF.AX

-2.29%

AFI.AX

0.28%

AUI.AX

BOQ.AX

0.41%

BAP.AX

BCI.AX

1.89%

BPT.AX

BLX.AX

-2.61%

BGA.AX

1.88%

BGL.AX

-2.78%

BEN.AX

1.93%

BHP.AX

-1.05%

BKI.AX

0.3%

BC8.AX

-1.02%

XYZ.AX

1.97%

BSL.AX

2.96%

BOE.AX

-1.06%

BOT.AX

-3.57%

BRN.AX

5.56%

BXB.AX

-5.03%

BVS.AX

-11.21%

BRG.AX

0.44%

BKW.AX

0.48%

BGP.AX

BFL.AX

-0.27%

BWP.AX

-0.28%

CMM.AX

-0.55%

CSC.AX

1.73%

CAR.AX

0.67%

CIN.AX

1.29%

CYL.AX

-1.83%

CAT.AX

2.31%

CNI.AX

-1.27%

CIP.AX

0.68%

COF.AX

-0.41%

CGF.AX

0.42%

CIA.AX

1.38%

CHC.AX

-0.24%

CLW.AX

0.53%

CQR.AX

-0.27%

CQE.AX

1.41%

CNU.AX

0.95%

CU6.AX

-8.3%

CWY.AX

0.77%

CUV.AX

-1.82%

CBO.AX

COH.AX

1.43%

CDA.AX

0.65%

COL.AX

0.8%

CKF.AX

0.36%

CBA.AX

-1.14%

CPU.AX

0.59%

CEN.AX

0.23%

CTD.AX

-0.8%

CCP.AX

0.24%

CMW.AX

CSL.AX

0.99%

DBI.AX

0.26%

DTL.AX

0.27%

DYL.AX

DRR.AX

1.71%

DVP.AX

0.37%

DXS.AX

0.55%

DXI.AX

DDR.AX

0.24%

DGT.AX

3.59%

DUI.AX

0.59%

DJW.AX

-1.32%

DHG.AX

0.24%

DMP.AX

1.45%

DOW.AX

0.36%

DRO.AX

3.73%

DNL.AX

0.43%

APE.AX

2.04%

EBO.AX

-0.93%

ELD.AX

-0.49%

EMR.AX

-3.47%

EDV.AX

EQT.AX

-1.24%

EVN.AX

-1.13%

EVT.AX

0.07%

FCL.AX

FPH.AX

1.27%

FPR.AX

0.37%

FBU.AX

-1.37%

FLT.AX

1.04%

FMG.AX

-0.32%

FGX.AX

0.41%

FGG.AX

0.36%

GEM.AX

2.39%

GDG.AX

1.45%

GNE.AX

-2.39%

GMD.AX

-3.6%

GTK.AX

1.93%

GOR.AX

-2.22%

GMG.AX

0.77%

GPT.AX

0.44%

GQG.AX

-1.35%

GNC.AX

0.91%

GOZ.AX

0.43%

GCI.AX

GYG.AX

-1.22%

GWA.AX

0.88%

HSN.AX

2.53%

HVN.AX

2.38%

HLS.AX

0.72%

HGH.AX

-0.68%

HM1.AX

2.9%

HLI.AX

-0.21%

HMC.AX

0.21%

HDN.AX

HUB.AX

0.29%

IEL.AX

4.29%

IGO.AX

0.55%

ILU.AX

5.24%

IMD.AX

-2.83%

IMR.AX

-1.25%

IFT.AX

1.12%

INA.AX

0.37%

ING.AX

-0.29%

IFL.AX

0.54%

IAG.AX

0.88%

IDX.AX

0.88%

IPX.AX

-0.91%

IPH.AX

IRE.AX

0.38%

JHX.AX

1.24%

JBH.AX

1.54%

JLG.AX

-1.38%

JDO.AX

-0.29%

JIN.AX

KAR.AX

2.16%

KLS.AX

1.95%

KKC.AX

1.35%

LSF.AX

0.38%

LFS.AX

0.44%

LLC.AX

-2.68%

LFG.AX

0.31%

360.AX

0.78%

LIC.AX

-6.03%

LNW.AX

0.77%

LTR.AX

-4.42%

LOV.AX

-0.7%

LYC.AX

3.26%

MAF.AX

-0.93%

MGH.AX

1.3%

MAC.AX

0.76%

MAH.AX

-7.27%

MQG.AX

0.1%

MAQ.AX

2.15%

MAD.AX

-0.65%

MFG.AX

MYX.AX

-0.43%

MMS.AX

0.8%

MPL.AX

0.66%

MP1.AX

MCY.AX

3.56%

MEZ.AX

-5.32%

MSB.AX

MTS.AX

0.31%

MOT.AX

0.25%

MXT.AX

0.5%

MFF.AX

MIN.AX

-0.27%

MIR.AX

MGR.AX

0.45%

MND.AX

1.51%

MYR.AX

-0.71%

MYS.AX

1.05%

NAN.AX

-0.87%

NAB.AX

1.68%

NSR.AX

0.45%

NGI.AX

0.88%

NWL.AX

0.72%

NEU.AX

-3.09%

NHC.AX

1.1%

NEM.AX

-1.27%

NWS.AX

0.39%

NXG.AX

0.89%

NXT.AX

2.52%

NHF.AX

-0.14%

NCK.AX

1.58%

NIC.AX

0.97%

NEC.AX

1.8%

NST.AX

0.14%

NWH.AX

0.38%

NUF.AX

0.26%

NXL.AX

-0.41%

OCL.AX

-0.4%

OML.AX

0.68%

OPH.AX

1.44%

OBM.AX

-3.77%

ORI.AX

0.63%

ORG.AX

1.36%

ORA.AX

PDN.AX

1.62%

PNR.AX

-10.82%

PGC.AX

PPC.AX

PPM.AX

0.73%

PRN.AX

-4.04%

PPT.AX

0.57%

PCI.AX

-0.43%

PRU.AX

-2.71%

PXA.AX

0.54%

PLS.AX

-2.36%

PNI.AX

2.68%

PL8.AX

0.79%

PGF.AX

3.46%

PNV.AX

-1.28%

PDI.AX

1.37%

PMV.AX

1.5%

PME.AX

3.72%

PFP.AX

-2.46%

PWH.AX

1.11%

PYC.AX

7.62%

QAN.AX

0.35%

QBE.AX

0.23%

QAL.AX

0.87%

QRI.AX

-0.31%

QUB.AX

0.77%

RMS.AX

-3.49%

RHC.AX

0.45%

REA.AX

1.18%

RDX.AX

2.95%

REH.AX

1.16%

RF1.AX

2.45%

RPL.AX

-2.39%

RGN.AX

0.44%

REG.AX

-3.41%

RRL.AX

-3.92%

RWC.AX

2.48%

RMD.AX

2.36%

RSG.AX

5.32%

SGLLV.AX

RIC.AX

-0.43%

RIO.AX

0.07%

RUL.AX

-0.38%

RFF.AX

-0.57%

SFR.AX

-1.6%

STO.AX

2.21%

SCG.AX

0.28%

SEK.AX

0.67%

SHV.AX

SSM.AX

1.37%

SGH.AX

0.57%

SLX.AX

-0.36%

SGM.AX

-0.28%

SDR.AX

-1.25%

SKC.AX

0.47%

SIQ.AX

1.71%

SHL.AX

2.04%

S32.AX

SX2.AX

-2.27%

SPK.AX

-0.26%

SPR.AX

-3%

SRG.AX

0.39%

SMR.AX

-2.09%

SDF.AX

0.87%

SGP.AX

0.94%

SNZ.AX

0.38%

SUN.AX

0.25%

SUL.AX

1.88%

SLC.AX

SNL.AX

-0.74%

TAH.AX

0.91%

TEA.AX

1.57%

TNE.AX

3.1%

TLX.AX

-6.58%

TPW.AX

0.23%

A2M.AX

0.12%

TLC.AX

TPG.AX

0.2%

TCL.AX

1.3%

TWE.AX

0.34%

TUA.AX

0.91%

URW.AX

0.46%

UNI.AX

VAU.AX

-2.25%

VNT.AX

0.95%

VCX.AX

-0.43%

VGL.AX

6.15%

VEA.AX

VUL.AX

1.71%

VSL.AX

-0.14%

WA1.AX

-2.98%

WAM.AX

-0.65%

WGB.AX

-0.84%

WLE.AX

2.98%

SOL.AX

0.54%

WPR.AX

0.79%

WEB.AX

0.48%

WES.AX

1.44%

WAF.AX

-3.72%

WGX.AX

-2.96%

WBC.AX

0.81%

WHF.AX

0.92%

WHC.AX

0.62%

WTC.AX

0.01%

WDS.AX

1.75%

WOW.AX

0.67%

WOR.AX

0.25%

XRO.AX

1.88%

YAL.AX

1.64%

ZIM.AX

-1.42%

ZIP.AX

-0.3%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	133.59	0.54	0.41
SSO ASX Small Caps	13.82	-0.04	-0.29
IVV S&P 500	57.21	1.07	1.91
NDQ Nasdaq	44.94	1.39	3.19
F100 FTSE 100	13.38	-0.05	-0.37
ASIA Asia Tech	10.08	0.13	1.31
IEU Europe	92.72	0.42	0.46
IEM Emerging Markets	67.80	0.22	0.33
Gold Gold	47.28	-0.82	-1.7
ACDC Battery Tech	82.26	2.52	3.16

COMMODITIES	Close($)	-/+	%
Gold	3,291.80	-26.4002	-0.8
Silver	32.80	-0.28	-0.85
Platinum	971.17	-0.13	-0.01
Palladium	942.50	-6.1344	-0.65
Ice Brent Crude	66.91	0.36	0.54
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6394	0.0001	0.02
Euro	1.1362	0.0002	0.02
British Pound	1.3311	-0.0003	-0.02
Canadian Dollar	1.3874	0.002	0.14
New Zealand Dollar	0.5955	-0.0004	-0.07
Chinese Yuan	7.2971	0.0107	0.15
Japanese Yen	143.6800	0.01	0.01

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Group International Ltd	3.99	2.31%	165.31%	1.35 4.08
DBI	Dalrymple Bay Infrastructure Ltd	3.93	0.26%	42.55%	2.71 4.17
HSN	Hansen Technologies Ltd	5.26	2.53%	7.10%	4.01 5.88
JHX	James Hardie Industries Plc	36.83	1.24%	-33.52%	31.86 59.53
MGR	Mirvac Group	2.21	0.45%	5.26%	1.80 2.31
NSR	National Storage Reit	2.24	0.45%	1.83%	2.05 2.59
PDN	Paladin Energy Ltd	5.65	1.62%	-59.48%	3.93 17.98
RUL	Rpmglobal Holdings Ltd	2.65	-0.38%	0.00%	2.17 3.35
SFR	Sandfire Resources Ltd	9.83	-1.6%	8.94%	7.79 11.72
WOR	Worley Ltd	12.20	0.25%	-26.60%	11.07 16.77

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PYC	Pyc Therapeutics	1.20	7.62
VGL	Vista Group Inte	3.45	6.15
BRN	Brainchip Holdin	0.29	5.56
RSG	Resolute Mining	0.50	5.32
ILU	Iluka Resources	4.02	5.24
ARU	Arafura Rare Ear	0.21	5.13
ASB	Austal	5.22	4.82
IEL	Idp Education	8.50	4.29
APZ	Aspen Group	3.16	3.95
ALQ	Als	16.36	3.87

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BVS	Bravura Solution	1.98	-11.21
PNR	Pantoro Gold	2.72	-10.82
CU6	Clarity Pharmace	2.10	-8.3
ADT	Adriatic Metals	3.94	-7.29
MAH	Macmahon Holding	0.26	-7.27
TLX	Telix Pharmaceut	26.68	-6.58
LIC	Lifestyle Commun	7.17	-6.03
MEZ	Meridian Energy	5.16	-5.32
BXB	Brambles	19.83	-5.03
LTR	Liontown Resourc	0.54	-4.42

OPINION

Latest Market Matters Opinions

28/04/2025 16:34

Brambles (BXB) $19.83

BXB –5.03%: A soft third-quarter result from the transport logistics business showed decent new business growth in the Americas though this was offset by a poor outlook.

28/04/2025 16:32

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Market Matters Content

Macro Monday: Good old-fashioned earnings drive stocks higher

Morning report 28/04/2025

Afternoon Report

The Match Out: ASX limps into the close after a strong open

Afternoon report 28/04/2025

Ask James ASK A QUESTION

Ask James

Question asked 12/04/2025

Your thoughts on a bank stock – Westpac (WBC)

Hello Esteemed Team, Times have changed. It looks like there will be hefty interest rate cuts this year. Is this likely to lower bank profits? EXCEPT for CBA, the banks have been dividend traps over the last decade and more. You have 'liked' WBC in your comments recently. It looks like you see it as a company that can provide SOME growth plus an attractive dividend. I am strongly considering buying it for this reason, but, do not wish to buy it and have it remain stagnant with no growth. I am NOT seeking personal advice. CONSIDERING the recent tariff insanity, I would like to ask you if you still have favourable thoughts about WBC? Are banks in general likely to have a bad time if there is a recession, and IF YOU were to buy WBC what price would you look at getting in and what price would you look at getting out? I realize that no one has a crystal ball. The myriad of variables created by Trump's attack on the world make it virtually impossible to make a high confidence estimate of probable outcomes. However, I am SURE your calculations would be better founded than my own. Keep up the GREAT work. Paul

Ask James

Question asked 12/04/2025

Takeovers and a shrinking ASX.

Hi Lately it seems like there is a new takeover offer for a listed ASX company almost every week. Whenever one of these takeovers succeeds it inevitably means that the target gets delisted and the pool of companies to invest in on the ASX gets smaller. At the moment there doesn't seem to be a stream of new listings to replace the ones that get taken out - just the occasional new one such as Digico or Gusman y Gomez. Does this mean the ASX could become less attractive as an investment option (especially for the big players)? Does the ASX need to try to attract new listings? Cheers, Carl

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James Hardie (JHX) – Short-term pain for long term growth

James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it's earnings coming from the US.

ASX:JHX 26/03/2025

Helia (HLI) – Life after CBA not as bad as it looks

Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.

ASX: HLI 26/03/2025

Morning Report