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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-3.46%

ABG.AX

-0.5%

ASK.AX

-1.77%

AGL.AX

-0.23%

A1M.AX

0.73%

AIZ.AX

AAI.AX

-7.63%

ALK.AX

5.46%

A4N.AX

12.17%

ALQ.AX

-1.06%

AMC.AX

0.17%

AOV.AX

-0.31%

AMP.AX

1.13%

ALD.AX

0.04%

ANN.AX

-2.38%

ANZ.AX

0.14%

APA.AX

-0.88%

ARU.AX

-3.64%

ARB.AX

-2.41%

ARF.AX

0.62%

ARG.AX

-0.57%

ALL.AX

-1.79%

AYA.AX

-2.76%

APZ.AX

0.1%

ASX.AX

0.71%

ALX.AX

-0.1%

AUB.AX

-0.04%

AIA.AX

1.15%

AMI.AX

-2.34%

AZJ.AX

-0.58%

ABB.AX

-2.75%

ASB.AX

1.41%

AAC.AX

0.38%

AFI.AX

-1.23%

AUI.AX

0.18%

BOQ.AX

0.32%

BMN.AX

-1.01%

BCI.AX

2.94%

BPT.AX

-1.45%

BGA.AX

BGL.AX

4.11%

BEN.AX

0.76%

BNZ.AX

0.66%

BHP.AX

-0.14%

BKI.AX

-0.85%

BC8.AX

-0.72%

XYZ.AX

2.7%

BSL.AX

-1.24%

BMC.AX

3.29%

BXB.AX

-1.37%

BVS.AX

-4.61%

BRE.AX

-5.35%

BRG.AX

0.55%

BGP.AX

BFL.AX

-0.54%

BWP.AX

-0.77%

CMM.AX

-0.15%

CSC.AX

-1.84%

CAR.AX

-0.23%

CIN.AX

CYL.AX

6.04%

CAT.AX

-3.81%

CWP.AX

3.26%

CNI.AX

CIP.AX

-0.66%

COF.AX

CHN.AX

-2.59%

CGF.AX

0.1%

CIA.AX

-1.29%

CHI.AX

CHC.AX

-0.3%

CLW.AX

-0.4%

CQR.AX

0.38%

CQE.AX

0.93%

CNU.AX

-1.12%

C79.AX

-1.08%

CVL.AX

2.11%

CU6.AX

-3.35%

CWY.AX

0.21%

CBO.AX

-0.77%

COH.AX

1.57%

CDA.AX

-1.11%

COL.AX

-0.49%

CKF.AX

-1.22%

CBA.AX

-0.88%

CPU.AX

0.47%

CEN.AX

0.77%

CXO.AX

-5.83%

CCP.AX

2.2%

CMW.AX

-1.12%

CSL.AX

-0.13%

CCL.AX

-1.38%

DBI.AX

-0.35%

DTL.AX

-0.1%

DTR.AX

21.15%

DYL.AX

DRR.AX

0.44%

DVP.AX

DXS.AX

-0.59%

DXI.AX

0.6%

DDR.AX

1.2%

DGT.AX

-0.2%

DJW.AX

-0.89%

DMP.AX

-0.63%

DOW.AX

-1.82%

DPM.AX

2.34%

DRO.AX

-0.17%

DUR.AX

0.37%

DNL.AX

-2.08%

APE.AX

-2.5%

EBO.AX

-3.13%

EIQ.AX

-2.54%

ELD.AX

-1.89%

EOS.AX

-0.28%

ELV.AX

3.13%

ELS.AX

3.11%

EHL.AX

-2.01%

EMR.AX

1.02%

EDV.AX

-0.62%

ERA.AX

EQR.AX

1.04%

EUR.AX

-1.18%

EVN.AX

1.24%

EVT.AX

0.24%

FCL.AX

-2.79%

FFM.AX

-1.93%

FPH.AX

-0.58%

FPR.AX

FBU.AX

0.19%

FLT.AX

-1.35%

FML.AX

-0.51%

FRS.AX

-4.81%

FMG.AX

-0.96%

FRW.AX

FGX.AX

-2.5%

FGG.AX

-0.88%

GLN.AX

-1.22%

GLF.AX

0.43%

GDG.AX

-1.66%

GNE.AX

-0.94%

GMD.AX

1.21%

GNP.AX

-3.19%

GMG.AX

0.31%

GPT.AX

-1.35%

GQG.AX

0.52%

GNG.AX

1.39%

GNC.AX

-0.19%

GGP.AX

1.46%

GOZ.AX

0.87%

GCI.AX

0.73%

GYG.AX

-3.58%

GWA.AX

1.83%

HSN.AX

-2.38%

HVN.AX

-0.31%

HGH.AX

-0.99%

HM1.AX

HLI.AX

0.91%

HMC.AX

0.34%

HDN.AX

-1.15%

HUB.AX

-1.6%

IEL.AX

-4.85%

IGO.AX

-3.11%

ILU.AX

3.83%

IMD.AX

IMR.AX

1.63%

IFT.AX

-0.33%

INA.AX

-0.71%

ING.AX

0.95%

IAG.AX

-0.13%

IDX.AX

-2.66%

IPG.AX

-0.59%

IPX.AX

-15.63%

IPH.AX

-1.53%

IRE.AX

-2.06%

JHX.AX

0.94%

JBH.AX

-1.07%

JDO.AX

-0.5%

JMS.AX

-0.89%

KAR.AX

-7.66%

KLS.AX

0.69%

KCN.AX

1.99%

KKC.AX

0.49%

GLS.AX

-0.78%

LGF.AX

-3.78%

L1G.AX

0.71%

LSF.AX

-1.19%

LRV.AX

-1.49%

LFS.AX

1.1%

LLC.AX

3.65%

LFG.AX

1.6%

360.AX

2.94%

LIC.AX

-0.99%

LNW.AX

-3.25%

LIN.AX

-2.5%

LTR.AX

-6.7%

LOV.AX

-1.63%

LYL.AX

5.55%

LYC.AX

1.09%

MA1.AX

0.25%

MAF.AX

1.43%

MGH.AX

5.66%

MAH.AX

-0.78%

MQG.AX

0.16%

MAQ.AX

-1.13%

MAD.AX

1.87%

MFG.AX

-0.73%

MMS.AX

0.54%

MPL.AX

0.52%

MP1.AX

-0.21%

MCY.AX

-0.71%

MEZ.AX

-0.41%

MSB.AX

-1.02%

MLX.AX

-3.37%

MTS.AX

-0.47%

MOT.AX

-0.29%

MXT.AX

0.52%

MFF.AX

-0.59%

MIN.AX

-1.78%

MI6.AX

-1.35%

MIR.AX

-0.41%

MGR.AX

-0.84%

MND.AX

-2.03%

MYS.AX

0.88%

NAN.AX

-1.23%

NAB.AX

-0.8%

NGI.AX

NWL.AX

-2.04%

NEU.AX

-2.51%

NHC.AX

0.54%

NEM.AX

1.87%

NWS.AX

-1.1%

NXG.AX

1.43%

NXT.AX

-1.28%

NHF.AX

-0.07%

NCK.AX

-0.06%

NIC.AX

-2.49%

NEC.AX

-1.85%

NST.AX

1.66%

NWH.AX

-0.9%

NUF.AX

0.54%

OCL.AX

-2.79%

OML.AX

-1.34%

OPH.AX

1.42%

OBM.AX

3.89%

ORI.AX

-0.83%

ORG.AX

0.79%

ORA.AX

-1.23%

PDN.AX

-2.06%

PNR.AX

2.92%

PPC.AX

0.61%

PPM.AX

1.83%

PRN.AX

1.58%

PPT.AX

-0.62%

PCI.AX

0.47%

PRU.AX

0.56%

PXA.AX

0.09%

PNI.AX

-0.24%

PL8.AX

0.36%

PLS.AX

-4.55%

PGF.AX

0.32%

PNV.AX

-0.52%

PDI.AX

3.18%

PMV.AX

0.64%

PME.AX

-0.52%

PWH.AX

-2.83%

PYC.AX

2.88%

QAN.AX

0.25%

QBE.AX

0.21%

QAL.AX

1.39%

QRI.AX

0.66%

QUB.AX

0.3%

RMS.AX

0.94%

RHC.AX

-0.67%

REA.AX

-0.66%

RDX.AX

1.38%

REH.AX

-0.83%

RF1.AX

-0.54%

RPL.AX

5.84%

RG1.AX

RGN.AX

REG.AX

2.04%

RRL.AX

2.11%

RWC.AX

2.08%

RMD.AX

-1.8%

RSG.AX

-1.8%

SGLLV.AX

-0.98%

RIC.AX

0.17%

RIO.AX

-0.72%

RXL.AX

1.09%

RFF.AX

0.24%

RYM.AX

0.52%

SFR.AX

-0.19%

SMI.AX

-0.85%

STO.AX

1.01%

SCG.AX

-0.64%

SEK.AX

-1.38%

SHV.AX

1.79%

SRV.AX

1.2%

SSM.AX

1.2%

SGH.AX

-3.2%

SHA.AX

-1.07%

SIG.AX

0.18%

SLX.AX

1.62%

SGM.AX

-0.7%

SDR.AX

-2.56%

SKS.AX

4.8%

SIQ.AX

1.9%

SHL.AX

-1.6%

S32.AX

-3.47%

SX2.AX

4.45%

SXE.AX

14.93%

SPK.AX

-2.97%

SRG.AX

-0.13%

SBM.AX

5.6%

SMR.AX

-2.43%

SDF.AX

0.1%

SGP.AX

-0.92%

SNZ.AX

SUN.AX

-0.33%

SRL.AX

7.17%

SUL.AX

-0.39%

SLC.AX

-2.07%

SNL.AX

-0.72%

SYL.AX

4.91%

TAH.AX

0.29%

TEA.AX

-0.67%

TNE.AX

-2.29%

TLX.AX

-1.34%

TLS.AX

-0.29%

TPW.AX

1.86%

A2M.AX

-0.17%

TLC.AX

-0.8%

SGR.AX

TVN.AX

-3.64%

TPG.AX

-0.27%

TCL.AX

-2.41%

TWE.AX

-1.43%

TUA.AX

1.15%

TCG.AX

-2.04%

TRA.AX

UNI.AX

1.14%

VAU.AX

2.61%

VNT.AX

-0.98%

VCX.AX

-0.19%

VGN.AX

-1.04%

VEA.AX

1.65%

VUL.AX

-2.02%

VSL.AX

0.83%

VYS.AX

-0.47%

WA1.AX

-1.38%

WGN.AX

0.66%

WAM.AX

0.97%

WGB.AX

0.93%

WLE.AX

SOL.AX

-0.3%

WPR.AX

0.2%

WQG.AX

-0.53%

WEB.AX

-0.94%

WBT.AX

8.16%

WES.AX

-1.76%

WAF.AX

0.16%

WGX.AX

0.29%

WBC.AX

-0.65%

WHF.AX

-0.87%

WHC.AX

1.66%

WIA.AX

4.08%

WC8.AX

WTN.AX

WTC.AX

-3.33%

WDS.AX

1.36%

WOW.AX

-0.27%

WOR.AX

-0.92%

XRO.AX

-1.6%

YAL.AX

ZIM.AX

-0.27%

ZIP.AX

-0.35%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.72	-0.765	-0.51
SSO ASX Small Caps	16.22	-0.03	-0.18
IVV S&P 500	71.30	0.42	0.59
NDQ Nasdaq	63.65	0.67	1.06
F100 FTSE 100	15.01	-0.16	-1.05
ASIA Asia Tech	22.73	0.18	0.8
IEU Europe	103.53	-0.935	-0.9
IEM Emerging Markets	99.62	0.5	0.5
Gold Gold	55.87	0.2	0.36
ACDC Battery Tech	169.54	-0.29	-0.17

COMMODITIES	Close($)	-/+	%
Gold	4,311.41	5.5742	0.13
Silver	69.28	-0.7315	-1.04
Platinum	1,751.55	-15.7	-0.89
Palladium	1,325.75	-22.6466	-1.68
Ice Brent Crude	83.36	-3.97	-4.55
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7058	-0.0013	-0.18
Euro	1.1586	-0.0004	-0.03
British Pound	1.3400	-0.0012	-0.09
Canadian Dollar	1.3996	0.0007	0.05
New Zealand Dollar	0.5811	-0.001	-0.17
Chinese Yuan	6.7610	0.004	0.06
Japanese Yen	160.1400	-0.18	-0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.69	0.36%	107.58%	0.30 0.75
BGL	Bellevue Gold Ltd	1.58	3.95%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.03	-0.23%	74.56%	35.52 65.44
FMG	Fortescue Ltd	20.63	-0.91%	32.36%	14.31 23.38
NHC	New Hope Corporation Ltd	5.57	0.18%	43.67%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.58	1.54%	49.56%	5.31 9.90
NEM	Newmont Cdi	149.94	1.88%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.51	1.43%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	20.85	-0.12%	84.36%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.16	21.15
SXE	Southern Cross E	4.62	14.93
A4N	Alpha Hpa	0.85	12.17
WBT	Weebit Nano	7.42	8.16
SRL	Sunrise Energy	15.84	7.17
CYL	Catalyst Metals	5.97	6.04
RPL	Regal Partners	2.72	5.84
MGH	Maas Group Holdi	5.41	5.66
SBM	St Barbara	0.61	5.6
LYL	Lycopodium	17.51	5.55

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	4.59	-15.63
KAR	Karoon Energy Lt	1.72	-7.66
AAI	Alcoa Corpor Cdi	89.67	-7.63
LTR	Liontown	2.09	-6.7
CXO	Core Lithium	0.28	-5.83
BRE	Brazilian Rare	5.22	-5.35
IEL	Idp Education	2.26	-4.85
FRS	Forrestania Res	0.50	-4.81
BVS	Bravura Solution	2.07	-4.61
PLS	Pls Group	6.19	-4.55

OPINION

Latest Market Matters Opinions

16/06/2026 09:07

TPG Telecom Ltd (ASX: TPG) $3.64

TPG has really disappointed since COVID, although things aren’t as bad as they look at a glance, following the sale of TPG's fibre assets to Vocus for $5.25 billion, which led to one of the largest capital management initiatives seen on the ASX in recent years, with approximately $3 billion returned to shareholders through a capital return and special dividend, in the process shoring up the company's balance sheet.

16/06/2026 09:07

Aussie Broadband Ltd (ASX: ABB) $5.27

Although ABB’s H1 FY26 was a mixed bag in February, covered here, the underlying growth narrative remains in play. Aussie Broadband's core business remains the resale of NBN services, with management targeting further market share gains and an ambition to become Australia's third-largest NBN provider by the end of 2026. ABB grew NBN market share by 20 basis points in Q1 FY26, adding around 16,000 subscribers, while strategically holding headline prices flat to protect volume.

ACTION

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Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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