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OPINION
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ANALYSIS

Market Analysis

4DX.AX

-0.91%

ABG.AX

4.92%

AIS.AX

-7.69%

AGL.AX

0.95%

A1M.AX

-4.93%

AIZ.AX

2.86%

AAI.AX

-2.24%

ALK.AX

-5.09%

A4N.AX

-3.74%

ALQ.AX

2.63%

AMC.AX

2.32%

AOV.AX

4.17%

AMP.AX

1.42%

ALD.AX

2.26%

ANN.AX

0.68%

ANZ.AX

0.89%

APA.AX

-0.39%

ARU.AX

-5.13%

ARB.AX

3.38%

ARF.AX

0.63%

ARG.AX

-0.11%

ALL.AX

2.89%

AYA.AX

-9.43%

APZ.AX

1.01%

ASX.AX

1.54%

ALX.AX

-0.39%

AUB.AX

2.98%

AIA.AX

1.66%

AXQ.AX

AMI.AX

-3.03%

AZJ.AX

0.48%

ABB.AX

2.15%

ASB.AX

-3.43%

AAC.AX

-2.53%

AEF.AX

2.9%

AFI.AX

-0.87%

AUI.AX

-0.26%

BOQ.AX

1.23%

BMN.AX

-10.19%

BCI.AX

-2.3%

BPT.AX

3.45%

BGA.AX

BFG.AX

1.6%

BGL.AX

-2.54%

BEN.AX

1.27%

BNZ.AX

3.5%

BHP.AX

-1.21%

BKI.AX

0.27%

BC8.AX

-3.3%

XYZ.AX

3.54%

BSL.AX

-2.38%

BOE.AX

-4.67%

BXB.AX

BVS.AX

BRE.AX

-1.55%

BRG.AX

3.59%

BGP.AX

BFL.AX

-0.98%

BWP.AX

0.51%

CMM.AX

-0.88%

CSC.AX

-3.37%

CAR.AX

5.52%

CIN.AX

-0.06%

CYL.AX

-2.35%

CAT.AX

0.28%

CWP.AX

0.59%

CNI.AX

0.33%

CIP.AX

0.66%

COF.AX

2.82%

CGF.AX

0.57%

CIA.AX

-1.26%

CHC.AX

1.7%

CLW.AX

2.14%

CQR.AX

1.53%

CQE.AX

1.17%

CNU.AX

0.51%

C79.AX

CVL.AX

-0.85%

CU6.AX

-4.93%

CWY.AX

CBO.AX

-1.54%

COH.AX

4.7%

CDA.AX

-3.19%

COL.AX

1.1%

CKF.AX

1.52%

CBA.AX

1.54%

CPU.AX

1.55%

CEN.AX

-1.15%

CXO.AX

-5.88%

CCP.AX

0.59%

CMW.AX

CSL.AX

2.69%

CCL.AX

1.04%

DBI.AX

1.77%

DTL.AX

-0.3%

DYL.AX

-2.23%

DRR.AX

0.23%

DVP.AX

-0.71%

DXS.AX

2.44%

DXI.AX

1.22%

DDR.AX

1.62%

DGT.AX

1.14%

DJW.AX

0.34%

DMP.AX

-1.16%

DOW.AX

-0.5%

DPM.AX

-4.49%

DRO.AX

-13.22%

DUR.AX

-0.44%

DNL.AX

-1.31%

APE.AX

4.63%

EBO.AX

-0.66%

EIQ.AX

-4.87%

ELD.AX

4.22%

EOS.AX

-7.52%

ELV.AX

-5.44%

ELS.AX

-3.4%

EMR.AX

-1.45%

EDV.AX

3.81%

EQR.AX

-5.56%

EVN.AX

-1.82%

EVT.AX

1.79%

FDC.AX

1.47%

FCL.AX

1.09%

FFM.AX

FPH.AX

1.36%

FPR.AX

-1.73%

FBU.AX

0.64%

FLT.AX

5.07%

FML.AX

-1.57%

FRS.AX

-9.46%

FMG.AX

-0.53%

FRW.AX

-2.28%

FGX.AX

1.11%

FGG.AX

0.6%

GLF.AX

1.86%

GDG.AX

-2.59%

GNE.AX

0.46%

GMD.AX

-1.14%

GNP.AX

-3.28%

GMG.AX

0.2%

GPT.AX

2.2%

GQG.AX

-0.36%

GNG.AX

0.68%

GNC.AX

3.99%

GGP.AX

-1.71%

GOZ.AX

1.84%

GCI.AX

0.48%

GYG.AX

7.88%

GWA.AX

0.42%

HSN.AX

1.27%

HVN.AX

2.33%

HGH.AX

HM1.AX

0.68%

HLI.AX

3.84%

HMC.AX

0.35%

HDN.AX

HUB.AX

1.76%

IEL.AX

5.21%

IGO.AX

3.56%

ILU.AX

5.15%

IMD.AX

-2.67%

IMR.AX

-2.5%

IFT.AX

-2.09%

INA.AX

1.64%

ING.AX

1.78%

IAG.AX

0.35%

IDX.AX

1.46%

IPG.AX

-2.95%

IPX.AX

1.25%

IPH.AX

1.2%

IRE.AX

2.58%

JHX.AX

-1.27%

JBH.AX

3.3%

JDO.AX

1.08%

JMS.AX

KAR.AX

3.64%

KLS.AX

1.87%

KCN.AX

-3.29%

KKC.AX

-0.47%

GLS.AX

-2.36%

LGF.AX

3.96%

L1G.AX

-0.92%

LSF.AX

LRV.AX

-3.03%

LFS.AX

1.96%

LLC.AX

-0.34%

LFG.AX

2.45%

360.AX

3.37%

LIC.AX

-1.17%

LNW.AX

6.53%

LIN.AX

-8.88%

LTR.AX

-2.04%

LOV.AX

6.73%

LYL.AX

-4.35%

LYC.AX

-1.28%

MA1.AX

MAF.AX

MGH.AX

-3.53%

MAH.AX

-3.59%

MQG.AX

-0.57%

MAQ.AX

-0.89%

MAD.AX

0.14%

MFG.AX

-0.31%

MMS.AX

0.55%

MPL.AX

0.78%

MP1.AX

-5.85%

MCY.AX

2.74%

MEZ.AX

2.78%

MSB.AX

-3.74%

MLX.AX

1.59%

MTS.AX

2.69%

MEI.AX

-7.89%

MOT.AX

MXT.AX

0.26%

MFF.AX

-0.38%

MIN.AX

-2.93%

MI6.AX

-4.51%

MIR.AX

MGR.AX

2.03%

MND.AX

-0.27%

MYS.AX

-0.41%

NAN.AX

2.01%

NAB.AX

0.66%

NGI.AX

-2.06%

NWL.AX

1.88%

NEU.AX

2.1%

NHC.AX

-1.67%

NMG.AX

-2.08%

NEM.AX

-2.92%

NWS.AX

2.66%

NXG.AX

-1.14%

NXT.AX

-3.43%

NHF.AX

1.47%

NCK.AX

1.1%

NIC.AX

0.65%

NEC.AX

3.17%

NST.AX

-0.54%

NWH.AX

-3.14%

NUF.AX

-2.33%

OCL.AX

4.9%

OML.AX

-0.65%

OPH.AX

OBM.AX

-1.34%

ORI.AX

-0.21%

ORG.AX

-0.09%

ORA.AX

2.39%

PDN.AX

-4.39%

PNR.AX

-2.82%

PPC.AX

1.96%

PPM.AX

-0.3%

PRN.AX

-1.82%

PPT.AX

3.49%

PCI.AX

PRU.AX

-1.81%

PXA.AX

2.35%

PNI.AX

-1.69%

PL8.AX

PLS.AX

-4.94%

PGF.AX

0.93%

PNV.AX

4.29%

PDI.AX

-2.96%

PMV.AX

-0.88%

PME.AX

0.55%

PWH.AX

4.55%

PYC.AX

-4.13%

QAN.AX

0.39%

QBE.AX

1.31%

QAL.AX

QRI.AX

0.32%

RMS.AX

-0.96%

RHC.AX

2.02%

REA.AX

4.35%

RDX.AX

0.27%

REH.AX

0.8%

RF1.AX

0.86%

RPL.AX

-1.83%

RG1.AX

-1.58%

RGN.AX

1.27%

REG.AX

2.29%

RRL.AX

-0.16%

RWC.AX

-1.1%

RMD.AX

3.39%

RSG.AX

0.52%

SGLLV.AX

-0.44%

RIC.AX

RIO.AX

-2.48%

RXL.AX

-3.7%

RFF.AX

0.45%

RYM.AX

0.53%

SFR.AX

-4.21%

STO.AX

1.17%

SCG.AX

1.54%

SEK.AX

6.84%

SHV.AX

-3.16%

SRV.AX

3.81%

SSM.AX

1.65%

SGH.AX

0.41%

SHA.AX

-2.53%

SIG.AX

1.4%

SLX.AX

-8.35%

SGM.AX

-2.53%

SDR.AX

1.83%

SKS.AX

-6.91%

SKC.AX

-1.89%

SIQ.AX

1.25%

SHL.AX

2.85%

S32.AX

0.44%

SX2.AX

-1.08%

SXE.AX

-6.97%

SPK.AX

2.48%

SRG.AX

-1.72%

SBM.AX

-3.23%

SMR.AX

-11.76%

SDF.AX

0.58%

SGP.AX

2.67%

SKG.AX

1.15%

SNZ.AX

0.43%

SUN.AX

1.24%

SRL.AX

-9.2%

SUL.AX

3.76%

SLC.AX

2.3%

SNL.AX

1.11%

SYL.AX

1.45%

TAH.AX

1.16%

TEA.AX

-3.57%

TNE.AX

3.31%

TLX.AX

1.33%

TLS.AX

1.62%

TPW.AX

7.17%

A2M.AX

1.13%

TLC.AX

2.76%

SGR.AX

13.04%

TVN.AX

-5.26%

THL.AX

-5.33%

TWR.AX

-0.96%

TPG.AX

0.85%

TCL.AX

0.68%

TWE.AX

2.97%

TUA.AX

2.31%

TCG.AX

0.85%

UNI.AX

1.56%

VAU.AX

-1.18%

VNT.AX

0.84%

VCX.AX

1.53%

VGN.AX

1.43%

VEA.AX

8.61%

VUL.AX

-3.03%

VSL.AX

1.5%

VYS.AX

WA1.AX

-4.42%

WGN.AX

-1.25%

WAM.AX

-0.32%

WGB.AX

WLE.AX

0.36%

SOL.AX

-1.09%

WPR.AX

0.81%

WQG.AX

0.99%

WEB.AX

17.08%

WBT.AX

-11.7%

WES.AX

2.08%

WAF.AX

-1.36%

WGX.AX

-1.84%

WBC.AX

0.9%

WHF.AX

0.63%

WHC.AX

-4.55%

WIA.AX

-3.66%

WTC.AX

8.06%

WDS.AX

2.77%

WOW.AX

0.89%

WOR.AX

XRO.AX

3.68%

YAL.AX

-1.56%

ZIM.AX

0.75%

ZIP.AX

-3.03%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.32	0.86	0.58
SSO ASX Small Caps	14.18	0.05	0.35
IVV S&P 500	70.52	-0.5	-0.7
NDQ Nasdaq	57.84	-1.45	-2.45
F100 FTSE 100	15.29	0.01	0.07
ASIA Asia Tech	18.58	-1.12	-5.69
IEU Europe	98.23	-0.26	-0.26
IEM Emerging Markets	89.81	-2.71	-2.93
Gold Gold	53.06	-0.37	-0.69
ACDC Battery Tech	119.22	-4.18	-3.39

COMMODITIES	Close($)	-/+	%
Gold	4,034.99	-40.1743	-0.99
Silver	57.22	-1.1814	-2.02
Platinum	1,610.60	-10.65	-0.66
Palladium	1,262.75	-28.75	-2.23
Ice Brent Crude	87.81	-8.97	-9.27
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6979	-0.001	-0.14
Euro	1.1395	0.0028	0.25
British Pound	1.3303	0.0016	0.12
Canadian Dollar	1.4089	-0.0034	-0.24
New Zealand Dollar	0.5792	0.0019	0.33
Chinese Yuan	6.7710	0.0053	0.08
Japanese Yen	163.6800	-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	0.68	-4.93%	118.46%	0.30 0.85
BGL	Bellevue Gold Ltd	1.35	-2.54%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.37	-1.21%	47.30%	39.18 65.98
FMG	Fortescue Ltd	18.70	-0.53%	2.45%	17.68 23.38
NHC	New Hope Corporation Ltd	5.29	-1.67%	24.54%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.13	-4.55%	7.48%	5.94 9.90
NEM	Newmont Cdi	132.78	-2.92%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.01	-1.14%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.43	-4.21%	73.96%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WEB	Web Travel Group	3.29	17.08
SGR	The Star Enterta	0.13	13.04
VEA	Viva Energy Grp	2.65	8.61
WTC	Wisetech Global	34.71	8.06
GYG	Guzman Y Gomez	23.68	7.88
TPW	Temple & Webster	5.38	7.17
SEK	Seek	14.06	6.84
LOV	Lovisa Holdings	22.84	6.73
LNW	Light & Wo Cdi 1	116.86	6.53
CAR	Car Group	26.38	5.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DRO	Droneshield	1.81	-13.22
SMR	Stanmore Resourc	2.40	-11.76
WBT	Weebit Nano	4.68	-11.7
BMN	Bannerman Energy	2.91	-10.19
FRS	Forrestania Res	0.34	-9.46
AYA	Artrya	5.09	-9.43
SRL	Sunrise Energy	14.02	-9.2
LIN	Lindian Resource	0.77	-8.88
SLX	Silex Systems	4.50	-8.35
MEI	Meteoric Resourc	0.18	-7.89

OPINION

Latest Market Matters Opinions

28/07/2026 16:24

What Mattered Today

A solid session locally, with the ASX 200 gaining 0.52% despite US futures remaining slightly lower. The move had the hallmarks of futures-led buying in Australia, with the SPI strengthening through the afternoon and broad gains across consumer discretionary, communications and healthcare, while the major banks also provided support.

28/07/2026 16:15

Broker Moves

• Global Lithium Resources Raised to Overweight at Barrenjoey • Sandfire Cut to Accumulate at Morgans Financial Limited; PT A$22 • PWR Holdings Raised to Positive at Evans & Partners Pty Ltd • Xero Cut to Sector Perform at RBC; PT A$85 • Lotus Resources Cut to Neutral at Macquarie • ALS Raised to Overweight at JPMorgan; PT A$26.10 • Maronan Metals Rated New Speculative Buy at Bell Potter • Saunders International Rated New Buy at Veritas Securities • Stanmore Resources Cut to Hold at Morgans Financial Limited • Woolworths Group Cut to Neutral at Goldman; PT A$37

ACTION

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Market Matters Content

What Matters Today: Is this the time to buy the “Trump Trade?”

Morning report 28/07/2026

Afternoon Report

The Match Out: ASX tests 6-week high

Afternoon report 28/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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