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ANALYSIS
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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

ASK.AX

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AGL.AX

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ALK.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.85	0	0
SSO ASX Small Caps	16.22	0	0
IVV S&P 500	66.12	0	0
NDQ Nasdaq	55.29	0	0
F100 FTSE 100	14.85	0	0
ASIA Asia Tech	17.17	0	0
IEU Europe	98.45	0	0
IEM Emerging Markets	88.68	0	0
Gold Gold	60.29	0	0
ACDC Battery Tech	170.65	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,688.45	-49.3293	-1.04
Silver	75.35	-2.3462	-3.02
Platinum	2,006.67	-67.7704	-3.27
Palladium	1,467.74	-77.2468	-5
Ice Brent Crude	103.87	1.96	1.92
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7130	-0.0028	-0.39
Euro	1.1682	-0.0021	-0.18
British Pound	1.3464	-0.0037	-0.27
Canadian Dollar	1.3693	0.0022	0.16
New Zealand Dollar	0.5853	-0.0049	-0.83
Chinese Yuan	6.8260	-0.0015	-0.02
Japanese Yen	159.6700	0.24	0.15

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	0%	86.76%	0.30 0.75
BGL	Bellevue Gold Ltd	1.67	0%	88.52%	0.78 2.00
BHP	Bhp Group Ltd	56.03	0%	53.85%	35.52 59.39
FMG	Fortescue Ltd	20.97	0%	41.81%	14.31 23.38
NHC	New Hope Corporation Ltd	5.46	0%	52.11%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.94	0%	65.20%	4.78 9.90
NEM	Newmont Cdi	154.48	0%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	18.04	0%	0.00%	7.91 20.47
SFR	Sandfire Resources Ltd	17.22	0%	89.10%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	5.27
ABG	Abacus Group Unt	1.04
ASK	Abacus Storage K	1.42
A1G	African Gold Ltd	1.04
AGL	Agl Energy	9.26
A1M	Aic Mines	0.63
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	94.98
ALK	Alkane Resources	1.69
A4N	Alpha Hpa	0.64

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.51
ZIM	Zimplats Holding	17.90
YAL	Yancoal Australi	7.17
XRO	Xero	81.27
WOR	Worley	11.73
WOW	Woolworths Group	37.89
WDS	Woodside Energy	31.77
WTC	Wisetech Global	44.38
WC8	Wildcat Resource	0.48
WIA	Wia Gold	0.51

OPINION

Latest Market Matters Opinions

23/04/2026 17:19

Broker Moves

• Cochlear Cut to Neutral at UBS; PT A$109 • Bank of Queensland Cut to Neutral at Citi; PT A$6.80 • Cochlear Raised to Equal-Weight at Morgan Stanley; PT A$119 • Cochlear Cut to Sell at Citi; PT A$95 • Bank of Queensland Cut to Neutral at UBS; PT A$7 • Iluka Cut to Hold at Canaccord; PT A$8.10 • Macquarie Group Cut to Neutral at UBS; PT A$235 • Iluka Raised to Buy at Argonaut Securities; PT A$9.50 • MSV AU Raised to Accumulate at Morgans Financial Limited • Scentre Group Raised to Buy at Jefferies; PT A$4

23/04/2026 17:18

What Mattered Today

The ASX remained under pressure today, as the index notched its third consecutive day of losses, weighed down by renewed fears around the Iran conflict after reports of Iranian gunboats firing on commercial vessels and seizing ships in the Strait of Hormuz. Despite Trump extending the ceasefire indefinitely, markets took little comfort — oil pushed higher, US futures slid and the local bourse tracked them lower.

ACTION

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Market Matters Content

What Matters Today: CSL, Cochlear and the death of the healthcare premium – Is Australia’s most trusted sector broken?

Morning report 23/04/2026

Afternoon Report

The Match Out: ASX slides for a third straight day

Afternoon report 23/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

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