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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

AAI.AX

-0.05%

29M.AX

-1.47%

4DX.AX

2.53%

ABG.AX

AIS.AX

-1.06%

AGL.AX

0.65%

A1M.AX

-0.56%

AIZ.AX

ALK.AX

0.14%

A4N.AX

ALQ.AX

0.1%

AMC.AX

0.39%

AOV.AX

1.07%

AMP.AX

2.9%

AEL.AX

0.57%

ALD.AX

ANN.AX

0.95%

ANZ.AX

0.83%

APA.AX

1.4%

ARU.AX

4.55%

ARB.AX

2.18%

ARF.AX

-0.63%

ARG.AX

0.11%

ALL.AX

1.43%

AYA.AX

4.92%

APZ.AX

0.21%

ASX.AX

-0.26%

ALX.AX

-0.78%

AUB.AX

0.4%

AIA.AX

-0.45%

AXQ.AX

1.2%

AMI.AX

-1.15%

AZJ.AX

0.41%

AFI.AX

0.88%

AUC.AX

0.4%

ABB.AX

-0.36%

ASB.AX

1.79%

AAC.AX

-0.76%

ACL.AX

0.36%

AUI.AX

-1.09%

BOQ.AX

0.94%

BMN.AX

-3.83%

BAP.AX

1.6%

BCI.AX

1.33%

BPT.AX

-0.58%

BGA.AX

0.16%

BGL.AX

-0.67%

BEN.AX

0.49%

BNZ.AX

-1.32%

BHP.AX

-0.23%

BKI.AX

0.57%

BC8.AX

-0.35%

XYZ.AX

-0.46%

BSL.AX

0.03%

BOE.AX

-6.62%

BXB.AX

-0.03%

BVS.AX

1.14%

BRE.AX

-0.62%

BRG.AX

0.26%

BTR.AX

-1.55%

BFL.AX

-0.38%

BWP.AX

0.85%

CMM.AX

-0.76%

CSC.AX

-2.28%

CAR.AX

0.49%

CIN.AX

CYL.AX

0.73%

CAT.AX

1.26%

CWP.AX

0.08%

CNI.AX

-1.29%

CIP.AX

CGF.AX

2.24%

CIA.AX

-1.22%

CHI.AX

CLW.AX

0.61%

CHC.AX

1.37%

CQR.AX

1.01%

CQE.AX

-0.87%

CNU.AX

0.3%

C79.AX

0.14%

CVL.AX

-0.58%

CU6.AX

-1.02%

CWY.AX

0.91%

CBO.AX

0.36%

COH.AX

-0.4%

CDA.AX

0.9%

CGS.AX

0.29%

COL.AX

-0.3%

CKF.AX

1.28%

CPU.AX

CEN.AX

CXO.AX

-0.94%

CCP.AX

0.14%

CMW.AX

1.54%

CSL.AX

-0.12%

CCL.AX

-0.78%

CBA.AX

0.95%

DBI.AX

0.55%

DYL.AX

-4.5%

DRR.AX

-0.76%

DVP.AX

0.23%

DXI.AX

0.43%

DXS.AX

0.71%

DDR.AX

-0.44%

DGT.AX

1.68%

DJW.AX

0.69%

DMP.AX

1.59%

DOW.AX

0.15%

DPM.AX

4.75%

DRO.AX

2.16%

DUR.AX

DNL.AX

0.37%

APE.AX

1.69%

EBO.AX

0.39%

ELD.AX

0.48%

EOS.AX

16.07%

ELV.AX

-0.8%

ELS.AX

0.24%

EHL.AX

EMR.AX

-0.62%

EDV.AX

DTL.AX

0.97%

EQR.AX

EQT.AX

EUR.AX

-2.6%

EVN.AX

0.08%

EVT.AX

0.28%

FPH.AX

0.66%

FDC.AX

FCL.AX

FFM.AX

-2.16%

FPR.AX

FBU.AX

0.36%

FLT.AX

0.79%

FML.AX

-0.56%

FRS.AX

FMG.AX

-0.66%

FRW.AX

FGX.AX

FGG.AX

GLF.AX

GDG.AX

0.58%

GNE.AX

0.76%

GMD.AX

GNP.AX

-0.21%

GMG.AX

-0.25%

GPT.AX

0.33%

GQG.AX

GNG.AX

-0.79%

GNC.AX

GGP.AX

-0.4%

G6M.AX

GOZ.AX

GCI.AX

0.25%

GYG.AX

1.62%

GWA.AX

1.01%

HSN.AX

1.64%

HVN.AX

1.11%

HGH.AX

0.51%

HM1.AX

-0.35%

HLI.AX

0.77%

HMC.AX

-0.83%

HDN.AX

0.46%

HUB.AX

-0.09%

IEL.AX

2.86%

IGO.AX

-1.61%

ILU.AX

IMD.AX

0.3%

IMR.AX

-1.04%

IFT.AX

-0.23%

INA.AX

-0.42%

ING.AX

0.48%

IAG.AX

0.87%

IDX.AX

0.47%

IPG.AX

-0.08%

IPX.AX

IPH.AX

0.14%

IRE.AX

0.18%

JHX.AX

3.34%

JBH.AX

0.38%

JDO.AX

1.14%

JMS.AX

0.94%

KAR.AX

-0.32%

KLS.AX

KCN.AX

-0.64%

KKC.AX

0.99%

GLS.AX

0.93%

L1G.AX

0.43%

LSF.AX

LGF.AX

0.46%

LFS.AX

LLC.AX

0.4%

LFG.AX

1.59%

360.AX

4.56%

LNW.AX

1.36%

LIN.AX

-1.08%

LTR.AX

-1.25%

LOV.AX

3.16%

LYL.AX

-1.5%

LYC.AX

0.73%

MA1.AX

0.26%

MAF.AX

0.87%

MGH.AX

MAH.AX

-3.04%

MQG.AX

0.57%

MAQ.AX

0.31%

MAD.AX

-0.47%

MFG.AX

0.73%

MMS.AX

0.93%

MPL.AX

0.22%

MP1.AX

-0.26%

MCY.AX

-0.38%

MEZ.AX

-0.46%

MSB.AX

2.71%

MLX.AX

-1.44%

MTS.AX

0.49%

MEI.AX

MXT.AX

-0.58%

MFF.AX

-0.38%

MIN.AX

MI6.AX

MIR.AX

MGR.AX

0.69%

MND.AX

-0.03%

MYS.AX

-0.41%

NAN.AX

NAB.AX

0.95%

NGI.AX

3.1%

NWL.AX

0.47%

NEU.AX

-0.05%

NHC.AX

-1.36%

NMG.AX

NEM.AX

1.68%

NWS.AX

1.21%

NXG.AX

-2.19%

NXT.AX

0.68%

NHF.AX

0.54%

NCK.AX

0.71%

NIC.AX

-0.66%

NEC.AX

1.15%

NST.AX

0.23%

NWH.AX

-0.39%

NUF.AX

-0.63%

NXL.AX

0.58%

OCL.AX

0.35%

OML.AX

0.15%

OPH.AX

-0.43%

OBM.AX

0.18%

ORI.AX

0.57%

ORG.AX

0.63%

ORA.AX

1.1%

PDN.AX

-1.03%

PNR.AX

PDI.AX

-0.67%

PPC.AX

0.64%

PPM.AX

1.18%

PRN.AX

-0.45%

PPT.AX

0.52%

PCI.AX

-0.47%

PRU.AX

-0.24%

PXA.AX

0.63%

PNI.AX

-0.15%

PL8.AX

0.36%

PLS.AX

-2.16%

PGF.AX

PNV.AX

1.63%

PMV.AX

0.99%

PME.AX

0.23%

PWH.AX

0.63%

PYC.AX

-0.79%

QAN.AX

QBE.AX

1.44%

QRI.AX

-1.7%

QAL.AX

RMS.AX

RHC.AX

-0.53%

REA.AX

0.53%

RDX.AX

0.59%

REH.AX

1.01%

RF1.AX

1.5%

RG1.AX

-0.81%

RPL.AX

RGN.AX

REG.AX

RRL.AX

0.07%

RWC.AX

-0.42%

RMD.AX

0.06%

RSG.AX

-0.9%

SGLLV.AX

RIC.AX

RIO.AX

0.43%

RXL.AX

0.77%

RFF.AX

0.26%

RYM.AX

SFR.AX

-0.5%

STO.AX

0.23%

SCG.AX

0.73%

SEK.AX

1.23%

SHV.AX

0.48%

SRV.AX

-0.53%

SGH.AX

0.72%

SHA.AX

0.52%

SIG.AX

0.19%

SLX.AX

-1.65%

SGM.AX

-0.13%

SDR.AX

SKS.AX

-2.27%

SKC.AX

SIQ.AX

0.18%

SHL.AX

-0.48%

S32.AX

0.1%

SX2.AX

-2.94%

SPK.AX

0.16%

SRG.AX

-0.26%

SSM.AX

0.22%

SBM.AX

-1.29%

SMR.AX

-0.79%

SDF.AX

0.17%

SXE.AX

-2.53%

SGP.AX

0.83%

SKG.AX

0.47%

SNZ.AX

-0.53%

SUN.AX

SRL.AX

-5.76%

SUL.AX

0.9%

SLC.AX

SNL.AX

0.88%

SYL.AX

-1.08%

TAH.AX

1.73%

TEA.AX

-0.48%

TNE.AX

0.79%

TLX.AX

0.19%

TLS.AX

-1.65%

A2M.AX

0.15%

TLC.AX

2.62%

SGR.AX

-4%

TWR.AX

TPG.AX

-0.26%

TCL.AX

0.85%

TWE.AX

0.54%

TUA.AX

1.06%

TCG.AX

-1.79%

TRA.AX

UNI.AX

0.89%

VAU.AX

0.43%

VNT.AX

-0.5%

VCX.AX

0.65%

VGN.AX

1.09%

VMM.AX

-0.55%

VGL.AX

VEA.AX

-0.94%

VUL.AX

-2.13%

VSL.AX

WA1.AX

-1.77%

WGN.AX

-0.66%

WGB.AX

WLE.AX

0.39%

WAM.AX

-0.48%

SOL.AX

0.44%

WPR.AX

0.72%

WQG.AX

-1.48%

WEB.AX

2.7%

WBT.AX

-4.13%

WES.AX

0.62%

WAF.AX

1.14%

WGX.AX

-0.49%

WBC.AX

0.93%

WHF.AX

-0.21%

WHC.AX

-0.33%

WIA.AX

-2.17%

WTC.AX

1.3%

WDS.AX

-0.25%

WOW.AX

-0.41%

WOR.AX

-0.21%

XRO.AX

1.82%

YAL.AX

ZIM.AX

2.62%

ZIP.AX

2.4%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.09	0.49	0.34
SSO ASX Small Caps	14.11	0	0
IVV S&P 500	74.28	-0.25	-0.34
NDQ Nasdaq	64.32	-0.8	-1.23
F100 FTSE 100	15.02	0.15	1.01
ASIA Asia Tech	20.80	-0.49	-2.3
IEU Europe	94.59	-0.03	-0.03
IEM Emerging Markets	95.81	-1.46	-1.5
Gold Gold	54.35	0.06	0.11
ACDC Battery Tech	117.51	-1.85	-1.55

COMMODITIES	Close($)	-/+	%
Gold	4,140.95	7.0202	0.17
Silver	59.47	0.1314	0.22
Platinum	1,645.95	11.695	0.72
Palladium	1,129.97	6.9055	0.61
Ice Brent Crude	104.13	3.93	3.92
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6958	0.0003	0.04
Euro	1.1211	0.0003	0.03
British Pound	1.3225	0.0001	0.01
Canadian Dollar	1.4225	0	0
New Zealand Dollar	0.5602	-0.0008	-0.14
Chinese Yuan	6.7021	-0.0024	-0.04
Japanese Yen	157.9700	0.11	0.07

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.89	-0.56%	112.94%	0.41 0.94
BGL	Bellevue Gold Limited	1.48	-0.67%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	61.03	-0.26%	46.07%	40.18 68.77
FMG	Fortescue Ltd	15.70	-0.6%	-16.83%	15.34 23.38
NHC	New Hope Corporation Ltd	5.81	-1.36%	51.92%	3.77 6.61
WHC	Whitehaven Coal Limited	7.58	-0.26%	16.74%	6.33 9.90
NEM	Newmont Cdi	166.08	1.71%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.52	-1.96%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.03	-0.36%	43.23%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	12.28	16.07
AYA	Artrya	3.41	4.92
DPM	Dpm Metals Cdi	55.16	4.75
360	Life360 Inc	20.42	4.56
ARU	Arafura Rare Ear	0.17	4.55
JHX	James Hardie-cdi	36.16	3.34
LOV	Lovisa Holdings	23.15	3.16
NGI	Navigator Global	2.33	3.1
AMP	Amp	2.48	2.9
IEL	Idp Education Li	2.16	2.86

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BOE	Boss Energy	1.41	-6.62
SRL	Sunrise Energy	18.17	-5.76
DYL	Deep Yellow	1.01	-4.5
WBT	Weebit Nano	3.02	-4.13
SGR	The Star Enterta	0.12	-4
BMN	Bannerman Energy	3.26	-3.83
MAH	Macmahon Holding	1.12	-3.04
SX2	Southern Cro Cdi	10.57	-2.94
EUR	European Lithium	0.38	-2.6
SXE	Sth X Elec Fpo	4.63	-2.53

OPINION

Latest Market Matters Opinions

09/10/2026 09:58

VanEck Global Listed Private Credit ETF (LEND) $14.07

One way to diversify exposure across private credit managers is through the LEND ETF, although it offers a very different proposition to traditional private credit funds such as those managed by Metrics. Rather than investing directly in underlying loans, LEND holds shares in 28 of the world's largest listed private credit companies, providing indirect exposure to more than 3,950 borrowers across its portfolio at launch. Established in February 2024, the AUD-hedged ETF charges a 0.65% management fee, pays monthly distributions and has grown to more than $200m in assets.

09/10/2026 09:58

The Bottom Line

We believe private credit will present some excellent investment opportunities over the medium term, although the current wave of negative sentiment and scrutiny may have further to run. As is often the case, the best opportunities tend to emerge when investors become overly pessimistic, but timing will be important.

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Market Matters Content

Fund Friday: Private Credit – Metrics et al.

Morning report 09/10/2026

Afternoon Report

The Match Out: Rising bond yields drag ASX lower, Maas Group (MGH) whacked on weak Firmus IPO demand

Afternoon report 08/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 03/10/2026

The Metrics saga

Hi How much reputational damage do you think Metrics and their listed entities will suffer because of the ongoing saga with getting their accounts signed off by their auditors? The shares are still suspended as I write this after the close on Thursday and it doesn't look like they're any closer to a resolution of the problem. Do you expect that the shares will be hammered when they are allowed to trade again or is most of the bad news already accounted for in the share price? Cheers, Carl

Ask James

Question asked 03/10/2026

Northern Star (ASX: NST) and Gold Fields (GFI US)

Morning Gents, It's only Monday, so things may have changed. So, Gold Fields successfully took Gold Road Resources very recently and now they've made what I imagine to be just an opening bid for Northern Star. Do you think they'll pursue this and would it potentially be a good deal for NST shareholders?

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Chart of the week

Judo Capital Holdings Pty Ltd (JDO)

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Why has the ASX LTD (ASX:ASX) popped ~4%?

The ASXLTD (ASX) is trading up well over 3% today helped by an upgrade by CLSA with Price Target of $63.

ASX: ASX 07/10/2026

Why is Paladin Energy (ASX: PDN) up more than 4%?

Paladin (PDN) along with the ASX uranium sector is soaring today as after Google’s parent Alphabet agreed to buy nuclear power from Constellation Energy in a deal that will spur the addition of 890 megawatts of new reactor capacity.

ASX: PDN 07/10/2026

Morning Report