scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.13%

4DX.AX

-4.73%

ABG.AX

1.72%

AIS.AX

4.6%

AGL.AX

-1%

A1M.AX

3.23%

AIZ.AX

AAI.AX

-1.67%

ALK.AX

1.41%

A4N.AX

-1.85%

ALQ.AX

0.73%

AMC.AX

0.68%

AOV.AX

-2.76%

AMP.AX

AEL.AX

0.29%

ALD.AX

0.13%

ASL.AX

13.47%

ANN.AX

-1.05%

ANZ.AX

0.32%

APA.AX

3.24%

ARU.AX

ARB.AX

-2.69%

ARF.AX

2.89%

ARG.AX

ALL.AX

-1.41%

AYA.AX

-3.96%

APZ.AX

-1.15%

ASX.AX

-2.05%

ALX.AX

-0.41%

AUB.AX

0.51%

AIA.AX

-1.23%

AXQ.AX

-7.82%

AMI.AX

1.25%

AZJ.AX

1.39%

AUC.AX

5.71%

ABB.AX

-0.2%

ASB.AX

-2.82%

AAC.AX

-1.11%

ACL.AX

2.42%

AEF.AX

-2.22%

AFI.AX

0.44%

AUI.AX

0.5%

BOQ.AX

-0.16%

BMN.AX

0.53%

BCI.AX

2.15%

BPT.AX

1.12%

BGA.AX

-2.55%

BGL.AX

1.84%

BEN.AX

2.74%

BNZ.AX

-2.88%

BHP.AX

-0.9%

BKI.AX

0.54%

BC8.AX

2.19%

XYZ.AX

-2.39%

BSL.AX

1.2%

BOE.AX

0.66%

BXB.AX

1.49%

BVS.AX

0.61%

BRE.AX

BRG.AX

0.03%

BTR.AX

4.17%

BFL.AX

1.64%

BWP.AX

-0.54%

CMM.AX

-0.51%

CSC.AX

0.45%

CAR.AX

0.98%

CIN.AX

-0.31%

CYL.AX

2.72%

CAT.AX

-4.83%

CWP.AX

2.67%

CNI.AX

-2.49%

CIP.AX

-0.67%

COF.AX

CHN.AX

3.1%

CGF.AX

-1.62%

CIA.AX

0.28%

CHC.AX

-6.33%

CLW.AX

-0.56%

CQR.AX

-0.5%

CQE.AX

-1.22%

CNU.AX

0.89%

C79.AX

-0.94%

CVL.AX

1.58%

CU6.AX

-5.34%

CWY.AX

1.15%

CUV.AX

-4.32%

CBO.AX

-1.17%

COH.AX

-0.98%

CDA.AX

0.29%

CGS.AX

0.65%

COL.AX

-0.74%

CKF.AX

0.13%

CBA.AX

0.99%

CPU.AX

-0.53%

CEN.AX

0.54%

CXO.AX

1.33%

CCP.AX

4.79%

CMW.AX

CSL.AX

-1.69%

CCL.AX

5.34%

DBI.AX

-0.19%

DTL.AX

-1.36%

DYL.AX

-0.66%

DRR.AX

-1.58%

DVP.AX

1.16%

DXS.AX

-2.55%

DXI.AX

DDR.AX

-2.34%

DGT.AX

-9.32%

DJW.AX

0.33%

DMP.AX

0.58%

DOW.AX

-1.35%

DPM.AX

1.16%

DRO.AX

-6.15%

DUR.AX

-2.59%

DNL.AX

-0.27%

APE.AX

-0.18%

EBO.AX

-3.17%

EIQ.AX

-0.96%

ELD.AX

-0.87%

EOS.AX

-2.09%

ELV.AX

4.13%

ELS.AX

-6.5%

EHL.AX

6.07%

EMR.AX

0.72%

EDV.AX

-2.31%

EOL.AX

3.45%

EQR.AX

7.35%

EQT.AX

9.3%

EUR.AX

-6.15%

EVN.AX

1.86%

EVT.AX

0.21%

FDC.AX

-0.27%

FCL.AX

FFM.AX

1.33%

FPH.AX

1.59%

FPR.AX

-0.24%

FBU.AX

-2.35%

FLT.AX

-1.03%

FML.AX

-1.35%

FRS.AX

FMG.AX

-1.11%

FRW.AX

0.67%

FGX.AX

-0.73%

FGG.AX

-0.3%

GLF.AX

6.52%

GDG.AX

0.53%

GNE.AX

1.82%

GMD.AX

3.87%

GNP.AX

-1.76%

GMG.AX

-5.25%

GPT.AX

-0.21%

GQG.AX

-4.36%

GNG.AX

-0.16%

GNC.AX

-0.36%

GGP.AX

1.73%

G6M.AX

GOZ.AX

-0.94%

GCI.AX

0.48%

GYG.AX

11.39%

GWA.AX

-0.48%

HSN.AX

1.24%

HVN.AX

-1.09%

HGH.AX

0.95%

HM1.AX

HLI.AX

3.37%

HMC.AX

-2%

HDN.AX

0.87%

HUB.AX

-0.35%

IGO.AX

3.98%

ILU.AX

-0.57%

IMD.AX

-6.75%

IMR.AX

-1.95%

IFT.AX

-0.16%

INA.AX

0.24%

ING.AX

-7.21%

IAG.AX

0.9%

IDX.AX

-1.32%

IPG.AX

IPX.AX

IPH.AX

-4%

IRE.AX

1.44%

JHX.AX

0.09%

JBH.AX

-1.44%

JDO.AX

-1.51%

JMS.AX

KAR.AX

1.39%

KLS.AX

1.08%

KCN.AX

1.52%

KKC.AX

GLS.AX

LGF.AX

1.26%

L1G.AX

1.17%

LSF.AX

LRV.AX

0.77%

LFS.AX

3.33%

LLC.AX

-0.72%

LFG.AX

1.91%

360.AX

-2.04%

LIC.AX

LNW.AX

-1.36%

LIN.AX

3.95%

LTR.AX

5.39%

LOV.AX

-1.83%

LYL.AX

2.91%

LYC.AX

-0.06%

MA1.AX

0.13%

MAF.AX

-3.66%

MGH.AX

-5.67%

MAH.AX

-5.05%

MQG.AX

-1.53%

MAQ.AX

-2.17%

MAD.AX

-0.14%

MFG.AX

0.77%

MMS.AX

-0.39%

MPL.AX

5.1%

MP1.AX

-4.82%

MCY.AX

1.37%

MEZ.AX

3.08%

MSB.AX

-5.98%

MLX.AX

2.73%

MTS.AX

MEI.AX

MOT.AX

0.31%

MXT.AX

0.52%

MFF.AX

0.95%

MIN.AX

1.18%

MI6.AX

3.59%

MIR.AX

0.78%

MGR.AX

0.53%

MND.AX

1.29%

MYS.AX

0.21%

NAN.AX

0.83%

NAB.AX

-0.68%

NGI.AX

1.56%

NWL.AX

-1.13%

NEU.AX

-2.94%

NHC.AX

1.77%

NMG.AX

2.99%

NEM.AX

1.55%

NWS.AX

0.21%

NXG.AX

-1.9%

NXT.AX

-1.65%

NHF.AX

4.37%

NCK.AX

-2.59%

NIC.AX

-0.59%

NEC.AX

-1.03%

NST.AX

0.13%

NWH.AX

8.04%

NUF.AX

-1.28%

OCL.AX

1.86%

OML.AX

-0.3%

OPH.AX

2.82%

OBM.AX

1.89%

ORI.AX

ORG.AX

-1.25%

ORA.AX

-2.3%

PDN.AX

1.73%

PNR.AX

3.47%

PPC.AX

-1.63%

PPM.AX

7.48%

PRN.AX

-0.41%

PPT.AX

-0.96%

PCI.AX

-0.9%

PRU.AX

-0.33%

PXA.AX

0.75%

PNI.AX

-0.99%

PL8.AX

0.35%

PLS.AX

4.97%

PGF.AX

-0.31%

PNV.AX

-3.6%

PDI.AX

-3.26%

PMV.AX

-1.28%

PME.AX

-6.99%

PWH.AX

15.49%

PYC.AX

-5.91%

QAN.AX

-1.18%

QBE.AX

2.85%

QAL.AX

-3.59%

QRI.AX

0.65%

RMS.AX

1.53%

RHC.AX

0.78%

REA.AX

-1.49%

RDX.AX

-8.36%

REH.AX

-3.73%

RF1.AX

RPL.AX

-1.69%

RG1.AX

-1.12%

RGN.AX

-0.44%

REG.AX

0.16%

RRL.AX

3.28%

RWC.AX

0.23%

RMD.AX

-0.59%

RSG.AX

5.93%

SGLLV.AX

-2.83%

RIC.AX

-6.21%

RIO.AX

1.35%

RXL.AX

-0.89%

RFF.AX

-3.24%

RYM.AX

0.28%

SFR.AX

0.84%

SMI.AX

0.93%

STO.AX

-0.47%

SCG.AX

0.82%

SEK.AX

-0.42%

SHV.AX

SRV.AX

-0.16%

SSM.AX

-2.69%

SGH.AX

-1.29%

SHA.AX

SIG.AX

SLX.AX

-1.35%

SGM.AX

1.38%

SDR.AX

-3.32%

SKS.AX

-2.15%

SKC.AX

-0.99%

SIQ.AX

-0.85%

SHL.AX

-1.4%

S32.AX

SX2.AX

-0.88%

SXE.AX

-0.21%

SPK.AX

SRG.AX

-2.01%

SBM.AX

2.27%

SMR.AX

0.75%

SGP.AX

0.86%

SKG.AX

-1.31%

SNZ.AX

-1.22%

SUN.AX

1.12%

SRL.AX

-4.39%

SUL.AX

-7.61%

SLC.AX

-2.24%

SNL.AX

-0.79%

SYL.AX

-1.06%

TAH.AX

-1.65%

TEA.AX

0.54%

TNE.AX

-1.42%

TLX.AX

-10.13%

TLS.AX

0.42%

TPW.AX

-4.66%

A2M.AX

2.09%

TLC.AX

SGR.AX

-3.7%

TVN.AX

THL.AX

-0.43%

TWR.AX

-0.63%

TPG.AX

7.93%

TCL.AX

-0.07%

TWE.AX

1.07%

TUA.AX

0.97%

TCG.AX

2.58%

USL.AX

-0.57%

UNI.AX

0.48%

VAU.AX

4.47%

VNT.AX

-0.36%

VCX.AX

0.38%

VGN.AX

-1.86%

VMM.AX

VGL.AX

-3.42%

VEA.AX

-0.36%

VUL.AX

1.1%

VSL.AX

-2.05%

VYS.AX

WA1.AX

-3.52%

WGN.AX

0.43%

WAM.AX

-0.32%

WGB.AX

0.93%

WLE.AX

-0.37%

SOL.AX

0.07%

WPR.AX

WQG.AX

-2.28%

WEB.AX

-1.12%

WBT.AX

-4.09%

WES.AX

-2.34%

WAF.AX

0.8%

WGX.AX

0.96%

WBC.AX

0.03%

WHF.AX

WHC.AX

1.57%

WIA.AX

4.26%

WC8.AX

8.97%

WTC.AX

-1.99%

WDS.AX

0.51%

WOW.AX

-0.33%

WOR.AX

-0.27%

XRO.AX

-0.34%

YAL.AX

-0.52%

ZIM.AX

-3.25%

ZIP.AX

-15.74%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.39	-0.3	-0.2
SSO ASX Small Caps	15.10	-0.15	-0.98
IVV S&P 500	71.30	-0.89	-1.23
NDQ Nasdaq	59.62	-0.75	-1.24
F100 FTSE 100	15.39	0	0
ASIA Asia Tech	20.30	0.11	0.54
IEU Europe	99.13	-0.42	-0.42
IEM Emerging Markets	94.39	-0.05	-0.05
Gold Gold	58.21	0.5	0.87
ACDC Battery Tech	127.06	-1.45	-1.13

COMMODITIES	Close($)	-/+	%
Gold	4,614.79	96.92	2.15
Silver	69.49	1.4151	2.08
Platinum	1,881.26	53.2615	2.91
Palladium	1,343.11	9.2201	0.69
Ice Brent Crude	93.24	1.62	1.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7170	0.0059	0.83
Euro	1.1680	0.0002	0.02
British Pound	1.3636	0.0007	0.05
Canadian Dollar	1.3767	-0.0022	-0.16
New Zealand Dollar	0.5977	0.0034	0.57
Chinese Yuan	6.7210	-0.0015	-0.02
Japanese Yen	158.9500	-0.1	-0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	3.23%	150.00%	0.32 0.85
BGL	Bellevue Gold Limited	1.66	1.84%	89.53%	0.86 2.00
BHP	Bhp Group Ltd	65.16	-0.9%	57.49%	39.30 65.98
FMG	Fortescue Ltd	17.75	-1.11%	-7.38%	17.44 23.38
NHC	New Hope Corporation Ltd	5.76	1.77%	28.93%	3.77 6.17
WHC	Whitehaven Coal Limited	7.75	1.57%	18.66%	5.94 9.90
NEM	Newmont Cdi	179.85	1.55%	0.00%	108.80 190.91
NXG	Nexgen Ene Cdi	14.47	-1.9%	0.00%	10.75 20.47
SFR	Sandfire Resources Limited	21.65	0.84%	78.92%	12.02 21.91

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PWH	Pwr Holdings	12.15	15.49
ASL	Andean Silver	2.78	13.47
GYG	Guzman Y Gomez	26.70	11.39
EQT	Eqt Holdings	22.10	9.3
WC8	Wildcat Resource	0.43	8.97
NWH	Nrw Holdings	8.20	8.04
TPG	Tpg Telecom	3.81	7.93
PPM	Pepper Money	1.94	7.48
EQR	Eq Resources	0.37	7.35
GLF	Gemlife Communit	4.90	6.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ZIP	Zip Co	2.57	-15.74
TLX	Telix Pharmaceut	15.62	-10.13
DGT	Digico Infrastru	2.53	-9.32
RDX	Redox	3.29	-8.36
AXQ	Aura Consolidate	3.42	-7.82
SUL	Super Retail Gro	13.35	-7.61
ING	Inghams Group	2.06	-7.21
PME	Pro Medicus	191.60	-6.99
IMD	Imdex	3.59	-6.75
ELS	Elsight	5.90	-6.5

OPINION

Latest Market Matters Opinions

21/08/2026 17:03

What Mattered Today

The ASX 200 finished lower today taking the weekly decline to around 0.6% as the market gave back part of Thursday’s rebound. The index traded in a relatively narrow range through the day, but underneath the surface the tone remained patchy, with Real Estate, Technology and Consumer Discretionary doing most of the damage while Financials finally managed to stabilise after a very weak run.

21/08/2026 17:01

GQG Partners (ASX: GQG) $1.42

GQG -4.36%: delivered a respectable 1H26 result in the face of significant fund outflows, with earnings proving more resilient than the headline FUM movements would suggest.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

ETF Friday: Will ETFs exacerbate the weakness in the “Big Four Banks”

Morning report 21/08/2026

Afternoon Report

The Match Out: ASX lower as healthcare and REITs drag; GYG shines and gold miners hold firm

Afternoon report 21/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.20% Active Growth Portfolio

9.74% Shawn’s Trade Ideas

9.66% Active Income Portfolio

18.64% International Equities Portfolio

4.59% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.20% Active Growth Portfolio 9.74% Shawn’s Trade Ideas 9.66% Active Income Portfolio 18.64% International Equities Portfolio 4.59% Emerging Companies Portfolio 10.42% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns from inception to 30th July 2026

Latest View Points

CBA

MVB

HSN

SXE

MAF

NST

SUL

APA

FMG

ZIP