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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

1.28%

ABG.AX

1.05%

ASK.AX

0.36%

AGL.AX

0.35%

A1M.AX

-5.19%

AGI.AX

16.79%

AIZ.AX

1.45%

AAI.AX

-4%

ALK.AX

-1.37%

A4N.AX

ALQ.AX

-0.13%

AMC.AX

-0.51%

AOV.AX

-2.51%

AMP.AX

2.7%

ALD.AX

-0.99%

ANN.AX

0.54%

ANZ.AX

-1.04%

APA.AX

0.58%

ARU.AX

-1.85%

ARB.AX

0.16%

ARF.AX

0.65%

ARG.AX

-1.47%

ALL.AX

0.57%

AYA.AX

0.42%

APZ.AX

2.39%

ASX.AX

1.53%

ALX.AX

AUB.AX

-2.19%

AIA.AX

0.59%

AMI.AX

-3.17%

AZJ.AX

-0.69%

ABB.AX

-0.35%

ASB.AX

-0.75%

AAC.AX

0.38%

AFI.AX

-1.38%

AUI.AX

-0.32%

BOQ.AX

-1.15%

BMN.AX

-1.09%

BCI.AX

-1.43%

BPT.AX

-1.8%

BGA.AX

BGL.AX

-5.46%

BEN.AX

-1.56%

BNZ.AX

0.28%

BHP.AX

-2.48%

BKI.AX

-0.86%

BC8.AX

-3.43%

XYZ.AX

0.63%

BSL.AX

1.56%

BOE.AX

-1.92%

BXB.AX

-0.41%

BVS.AX

2.17%

BRE.AX

-9.44%

BRG.AX

1.58%

BGP.AX

BFL.AX

BWP.AX

-0.53%

CMM.AX

-4.42%

CSC.AX

-1.2%

CAR.AX

0.15%

CIN.AX

CYL.AX

-1.14%

CAT.AX

2.53%

CWP.AX

1.07%

CNI.AX

0.5%

CIP.AX

1.05%

COF.AX

CHN.AX

3.7%

CGF.AX

-0.55%

CIA.AX

-2.07%

CHI.AX

CHC.AX

1.09%

CLW.AX

0.89%

CQR.AX

0.82%

CQE.AX

1.63%

CNU.AX

-1.02%

C79.AX

-4.18%

CVL.AX

0.86%

CU6.AX

-2.6%

CWY.AX

1.28%

CBO.AX

-1.49%

COH.AX

5.63%

CDA.AX

1.86%

COL.AX

1.88%

CKF.AX

-0.97%

CBA.AX

-1.73%

CPU.AX

1.1%

CEN.AX

3.21%

CXO.AX

-8.47%

CRN.AX

-3.23%

CCP.AX

0.87%

CMW.AX

1.19%

CSL.AX

5.75%

CCL.AX

1.64%

DBI.AX

1.78%

DTL.AX

2.04%

DTR.AX

-3.13%

DYL.AX

1.94%

DRR.AX

-0.68%

DVP.AX

DXS.AX

2.24%

DXI.AX

-0.43%

DDR.AX

0.81%

DGT.AX

-3.15%

DJW.AX

0.71%

DMP.AX

-0.12%

DOW.AX

0.77%

DPM.AX

2.02%

DRO.AX

-3.38%

DUR.AX

0.37%

DNL.AX

0.52%

APE.AX

-0.86%

EBO.AX

4.11%

EIQ.AX

-2.64%

ELD.AX

-0.19%

EOS.AX

1.57%

ELV.AX

-4.67%

ELS.AX

3.67%

EHL.AX

0.48%

EMR.AX

-1.01%

EDV.AX

-0.34%

ERA.AX

EQR.AX

-2.13%

EUR.AX

EVN.AX

-3.06%

EVT.AX

1.35%

FCL.AX

-3.27%

FFM.AX

-4.81%

FPH.AX

0.92%

FPR.AX

0.36%

FBU.AX

FLT.AX

-0.81%

FML.AX

-2.29%

FRS.AX

-5.5%

FMG.AX

-2.33%

FRW.AX

FGX.AX

0.75%

FGG.AX

0.58%

GLN.AX

-2.41%

GLF.AX

2.13%

GDG.AX

-1.74%

GNE.AX

0.93%

GMD.AX

-4.46%

GNP.AX

1.31%

GMG.AX

-0.38%

GPT.AX

1.28%

GQG.AX

-1.07%

GNG.AX

-1.86%

GNC.AX

0.59%

GGP.AX

-1.42%

GOZ.AX

0.47%

GCI.AX

GYG.AX

-1.27%

GWA.AX

-1.44%

HSN.AX

0.43%

HVN.AX

0.91%

HGH.AX

-0.72%

HM1.AX

1.06%

HLI.AX

-0.21%

HMC.AX

-1.02%

HDN.AX

0.41%

HUB.AX

0.1%

IEL.AX

-3.16%

IGO.AX

-3.02%

ILU.AX

-1.9%

IMD.AX

-1.73%

IMR.AX

IFT.AX

0.48%

INA.AX

-1.32%

ING.AX

0.97%

IAG.AX

0.27%

IDX.AX

1.97%

IPG.AX

-0.98%

IPX.AX

-3.89%

IPH.AX

2.02%

IRE.AX

-0.32%

JHX.AX

0.12%

JBH.AX

1.02%

JDO.AX

-1.72%

JMS.AX

KAR.AX

-3.23%

KLS.AX

-2.1%

KCN.AX

-5.47%

KKC.AX

-0.96%

GLS.AX

1.4%

LGF.AX

-0.51%

L1G.AX

0.99%

LSF.AX

2.45%

LRV.AX

-5.67%

LFS.AX

-0.55%

LLC.AX

-0.81%

LFG.AX

0.32%

360.AX

1.57%

LIC.AX

-0.99%

LNW.AX

0.16%

LIN.AX

-6.71%

LTR.AX

-6.14%

LOV.AX

-0.97%

LYL.AX

-3.02%

LYC.AX

-2.94%

MA1.AX

0.77%

MAF.AX

1.18%

MGH.AX

1.72%

MAH.AX

-0.54%

MQG.AX

-0.02%

MAQ.AX

-0.55%

MAD.AX

2.65%

MFG.AX

1.17%

MAU.AX

0.78%

MMS.AX

1.32%

MPL.AX

1.27%

MP1.AX

15.19%

MCY.AX

1.06%

MEZ.AX

-2.24%

MSB.AX

1.49%

MLX.AX

-1.93%

MTS.AX

0.33%

MOT.AX

-0.58%

MXT.AX

0.26%

MFF.AX

-0.2%

MIN.AX

-5.08%

MI6.AX

-9.36%

MIR.AX

-0.41%

MGR.AX

1.52%

MND.AX

-0.62%

MYS.AX

0.69%

NAN.AX

2.58%

NAB.AX

-1.13%

NGI.AX

0.42%

NWL.AX

0.33%

NEU.AX

0.89%

NHC.AX

-1.46%

NEM.AX

-1.18%

NWS.AX

2.39%

NXG.AX

-0.19%

NXT.AX

-3.12%

NHF.AX

2.49%

NCK.AX

0.14%

NIC.AX

-1.46%

NEC.AX

-0.54%

NST.AX

-2.5%

NWH.AX

-4.28%

NUF.AX

-2.42%

NXL.AX

OCL.AX

2.17%

OML.AX

1.21%

OPH.AX

-1.92%

OBM.AX

-3.76%

ORI.AX

0.79%

ORG.AX

0.37%

ORA.AX

-0.4%

PDN.AX

1.56%

PNR.AX

-5.71%

PPC.AX

-1.2%

PPM.AX

0.6%

PRN.AX

1.42%

PPT.AX

1.42%

PCI.AX

PRU.AX

-1.18%

PXA.AX

1.32%

PNI.AX

0.13%

PL8.AX

0.36%

PLS.AX

-3.75%

PGF.AX

-0.98%

PNV.AX

-1.4%

PDI.AX

-1.27%

PMV.AX

1.57%

PME.AX

4.03%

PWH.AX

-3.26%

PYC.AX

-2.76%

QAN.AX

0.44%

QBE.AX

1.21%

QAL.AX

-1.49%

QRI.AX

-1.29%

QUB.AX

RAC.AX

-2.17%

RMS.AX

-3.17%

RHC.AX

1.52%

REA.AX

0.54%

RDX.AX

2.94%

REH.AX

0.8%

RF1.AX

0.27%

RPL.AX

-1.18%

RG1.AX

1.3%

RGN.AX

0.45%

REG.AX

RRL.AX

-2.93%

RWC.AX

0.32%

RMD.AX

4.3%

RSG.AX

-5.02%

SGLLV.AX

1.66%

RIC.AX

RIO.AX

-1.86%

RXL.AX

2.25%

RFF.AX

1.03%

RYM.AX

-2.89%

SFR.AX

-1.18%

SMI.AX

-0.88%

STO.AX

-0.64%

SCG.AX

-0.27%

SEK.AX

-0.31%

SHV.AX

1.05%

SRV.AX

1.67%

SSM.AX

2.09%

SGH.AX

0.65%

SHA.AX

-2.59%

SIG.AX

0.34%

SLX.AX

1.51%

SGM.AX

-1.4%

SDR.AX

0.26%

SKS.AX

-3.37%

SIQ.AX

1.71%

SHL.AX

1.47%

S32.AX

-2.53%

SX2.AX

-4.23%

SXE.AX

-2.34%

SPK.AX

0.66%

SRG.AX

0.26%

SBM.AX

-4.24%

SMR.AX

-2.37%

SDF.AX

-1%

SGP.AX

1.06%

SNZ.AX

5.39%

SUN.AX

1.04%

SRL.AX

-2%

SUL.AX

0.98%

SLC.AX

2.59%

SNL.AX

0.74%

SYL.AX

TAH.AX

-1.25%

TEA.AX

1.11%

TNE.AX

-0.12%

TLX.AX

3.26%

TLS.AX

TPW.AX

-1.89%

A2M.AX

-1.7%

TLC.AX

0.19%

SGR.AX

-1.02%

TVN.AX

9.09%

TWR.AX

0.63%

TPG.AX

0.83%

TCL.AX

0.53%

TWE.AX

0.64%

TUA.AX

12.16%

TCG.AX

-1.01%

TRA.AX

VAU.AX

-2.36%

VNT.AX

0.16%

VCX.AX

-0.41%

VGN.AX

-1.88%

VEA.AX

-2.18%

VUL.AX

-3.42%

VSL.AX

-2.17%

WA1.AX

-2.3%

WGN.AX

-2.26%

WAM.AX

-2.28%

WGB.AX

WLE.AX

-1.13%

SOL.AX

0.23%

WPR.AX

0.84%

WQG.AX

0.78%

WEB.AX

-1.24%

WBT.AX

5.74%

WES.AX

0.41%

WAF.AX

WGX.AX

-4.12%

WBC.AX

-1.22%

WHF.AX

-4.6%

WHC.AX

-1.68%

WIA.AX

-1.06%

WC8.AX

-1.96%

WTN.AX

WTC.AX

-0.82%

WDS.AX

-1.34%

WOW.AX

1.22%

WOR.AX

-0.84%

XRO.AX

-1.41%

YAL.AX

-3.33%

ZIM.AX

-2.31%

ZIP.AX

1.71%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.54	-1	-0.69
SSO ASX Small Caps	15.73	-0.13	-0.82
IVV S&P 500	70.70	0.27	0.38
NDQ Nasdaq	62.45	-0.47	-0.75
F100 FTSE 100	14.82	0.1	0.68
ASIA Asia Tech	21.87	-0.83	-3.66
IEU Europe	101.29	0.81	0.81
IEM Emerging Markets	95.93	-1.66	-1.7
Gold Gold	57.04	-0.49	-0.85
ACDC Battery Tech	175.00	-1.7	-0.96

COMMODITIES	Close($)	-/+	%
Gold	4,328.80	-145.0962	-3.24
Silver	67.81	-6.0567	-8.2
Platinum	1,776.80	-123.4462	-6.5
Palladium	1,225.95	-94.4495	-7.15
Ice Brent Crude	92.78	-2.25	-2.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7045	-0.0088	-1.23
Euro	1.1519	-0.009	-0.78
British Pound	1.3339	-0.0081	-0.6
Canadian Dollar	1.3933	0.0027	0.19
New Zealand Dollar	0.5796	-0.007	-1.19
Chinese Yuan	6.7655	-0.008	-0.12
Japanese Yen	160.2900	0.28	0.17

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.64	-5.19%	104.55%	0.30 0.75
BGL	Bellevue Gold Ltd	1.39	-5.46%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	61.24	-2.48%	65.48%	35.52 65.04
FMG	Fortescue Ltd	20.53	-2.33%	37.75%	14.31 23.38
NHC	New Hope Corporation Ltd	6.08	-1.46%	66.76%	3.63 6.17
WHC	Whitehaven Coal Ltd	9.37	-1.68%	73.59%	5.31 9.90
NEM	Newmont Cdi	148.76	-1.18%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	15.94	-0.19%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.28	-1.18%	68.77%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AGI	Ainsworth Game T	1.60	16.79
MP1	Megaport	18.48	15.19
TUA	Tuas	2.49	12.16
TVN	Tivan	0.30	9.09
CSL	Csl	97.91	5.75
WBT	Weebit Nano	7.55	5.74
COH	Cochlear	100.45	5.63
SNZ	Summerset Group	6.84	5.39
RMD	Resmed Inc	27.64	4.3
EBO	Ebos Group	16.72	4.11

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BRE	Brazilian Rare	4.99	-9.44
MI6	Minerals 260	0.78	-9.36
CXO	Core Lithium	0.27	-8.47
LIN	Lindian Resource	0.77	-6.71
LTR	Liontown	2.14	-6.14
PNR	Pantoro Gold	2.64	-5.71
LRV	Larvotto Resourc	1.33	-5.67
FRS	Forrestania Res	0.52	-5.5
KCN	Kingsgate Consol	5.01	-5.47
BGL	Bellevue Gold	1.39	-5.46

OPINION

Latest Market Matters Opinions

06/06/2026 09:08

First Up

The ASX200 ended the week on the back foot, retreating by 0.6%, extending the weekly decline to 1.2%. The first week of June delivered some noticeable performance reversion, with the local tech sector soaring by +7.7% while the heavyweight Financials (-2.1%) and Materials (-2.4%) sectors weighed on the broader market. The ASX was devoid of good news last week, with a resolution to the US-Iran war not getting any closer, iron ore falling back toward $US100/MT, and the softening Australian property market continuing to weigh on real estate and banking stocks.

05/06/2026 16:20

What Mattered Today

Defensive rotation dominated Friday's session as traders continued to shed miners and banks in favour of healthcare and consumer staples, with iron ore's slide to a three-month low and lingering global uncertainty around the lingering Iranian situation hurting sentiment. The ASX 200 finished the week down –1.22%, capping a broadly risk-off five days.

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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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