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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

AAI.AX

-0.8%

29M.AX

-1.45%

4DX.AX

-1.97%

ABG.AX

-1.22%

AIS.AX

2.13%

AGL.AX

0.36%

A1M.AX

1.12%

AIZ.AX

ALK.AX

-1.63%

A4N.AX

-13.64%

ALQ.AX

0.86%

AMC.AX

0.08%

AOV.AX

0.18%

AMP.AX

-0.78%

AEL.AX

2.58%

ALD.AX

-1.03%

ANN.AX

0.93%

ANZ.AX

0.24%

APA.AX

-0.28%

ARU.AX

3.03%

ARB.AX

-0.4%

ARF.AX

12.98%

ARG.AX

-0.11%

ALL.AX

-0.25%

AYA.AX

5.08%

APZ.AX

1.96%

ASX.AX

-0.73%

ALX.AX

-0.52%

AUB.AX

0.75%

AIA.AX

-0.9%

AXQ.AX

-1.97%

AMI.AX

1.16%

AZJ.AX

-0.54%

AFI.AX

0.88%

AUC.AX

-0.39%

ABB.AX

-0.48%

ASB.AX

-1.91%

AAC.AX

1.16%

ACL.AX

0.36%

AUI.AX

0.6%

BOQ.AX

-2.15%

BMN.AX

8.58%

BAP.AX

0.63%

BCI.AX

-3.42%

BPT.AX

-0.6%

BGA.AX

1.1%

BGL.AX

-0.99%

BEN.AX

-0.2%

BNZ.AX

-0.88%

BHP.AX

-0.65%

BKI.AX

-0.84%

BC8.AX

-3.33%

XYZ.AX

0.3%

BSL.AX

-1.12%

BOE.AX

4.64%

BXB.AX

-0.42%

BVS.AX

2.32%

BRE.AX

-3.48%

BRG.AX

-0.23%

BTR.AX

-1.52%

BGP.AX

BFL.AX

-0.63%

BWP.AX

1.72%

CMM.AX

2.57%

CSC.AX

-2.59%

CAR.AX

0.14%

CIN.AX

0.44%

CYL.AX

0.18%

CAT.AX

0.96%

CWP.AX

0.49%

CNI.AX

1.69%

CIP.AX

1.45%

CGF.AX

-1.01%

CIA.AX

-0.98%

CHI.AX

CLW.AX

1.56%

CHC.AX

0.27%

CQR.AX

1.76%

CQE.AX

2.73%

CNU.AX

0.9%

C79.AX

0.43%

CVL.AX

CU6.AX

-3.47%

CWY.AX

3.01%

CBO.AX

2.94%

COH.AX

-0.58%

CDA.AX

-0.15%

CGS.AX

2.42%

COL.AX

CKF.AX

1.38%

CPU.AX

-0.22%

CEN.AX

7.31%

CXO.AX

-6.56%

CCP.AX

1.98%

CMW.AX

1.54%

CSL.AX

1.85%

CCL.AX

0.62%

CBA.AX

-1.32%

DBI.AX

1.66%

DYL.AX

4.61%

DRR.AX

-1.25%

DVP.AX

-0.91%

DXI.AX

1.77%

DXS.AX

1.08%

DDR.AX

1.99%

DGT.AX

4.39%

DJW.AX

1.03%

DMP.AX

4.47%

DOW.AX

0.44%

DPM.AX

-2.5%

DRO.AX

-2.31%

DUR.AX

0.45%

DNL.AX

0.5%

APE.AX

0.39%

EBO.AX

-0.98%

ELD.AX

0.47%

EOS.AX

-0.69%

ELV.AX

-2.44%

ELS.AX

-5.57%

EHL.AX

1.2%

EMR.AX

-4.37%

EDV.AX

-0.34%

DTL.AX

1.1%

EQR.AX

-2.86%

EQT.AX

-0.15%

EUR.AX

-1.19%

EVN.AX

2.49%

EVT.AX

1.07%

FPH.AX

0.96%

FDC.AX

-0.75%

FCL.AX

2.3%

FFM.AX

-1.83%

FPR.AX

1.29%

FBU.AX

0.73%

FLT.AX

0.78%

FML.AX

-2.19%

FRS.AX

FMG.AX

-2.44%

FRW.AX

FGX.AX

-0.76%

FGG.AX

-0.31%

GLF.AX

-0.45%

GDG.AX

-0.75%

GNE.AX

-1.27%

GMD.AX

0.85%

GNP.AX

-1.12%

GMG.AX

GPT.AX

1.12%

GQG.AX

1.83%

GNG.AX

2.9%

GNC.AX

2.41%

GGP.AX

0.4%

G6M.AX

1.01%

GOZ.AX

1.57%

GCI.AX

0.76%

GYG.AX

2.31%

GWA.AX

2.02%

HSN.AX

1.23%

HVN.AX

0.74%

HGH.AX

-1.98%

HM1.AX

-0.34%

HLI.AX

1.39%

HMC.AX

HDN.AX

2.36%

HUB.AX

-0.47%

IEL.AX

1.96%

IGO.AX

0.31%

ILU.AX

1.2%

IMD.AX

0.58%

IMR.AX

-2.03%

IFT.AX

-0.72%

INA.AX

1.29%

ING.AX

0.98%

IAG.AX

0.9%

IDX.AX

0.94%

IPG.AX

0.97%

IPX.AX

-2.08%

IPH.AX

2.08%

IRE.AX

1.49%

JHX.AX

2.76%

JBH.AX

0.1%

JDO.AX

-1.09%

JMS.AX

KAR.AX

-1.29%

KLS.AX

-0.26%

KCN.AX

-0.21%

KKC.AX

0.49%

L1G.AX

LSF.AX

-3.2%

LGF.AX

-3.45%

LFS.AX

0.64%

LLC.AX

1.18%

LFG.AX

1.25%

360.AX

-3.23%

LIC.AX

-2.48%

LNW.AX

0.31%

LIN.AX

1.12%

LTR.AX

-1.2%

LOV.AX

1.15%

LYL.AX

1.18%

LYC.AX

1.63%

MA1.AX

2.7%

MAF.AX

-1.26%

MGH.AX

-5.75%

MAH.AX

3.24%

MQG.AX

-0.5%

MAQ.AX

-1.37%

MAD.AX

-0.16%

MFG.AX

0.37%

MMS.AX

1.56%

MPL.AX

0.44%

MP1.AX

0.29%

MCY.AX

-1.85%

MEZ.AX

1.39%

MSB.AX

1.53%

MLX.AX

-1.44%

MTS.AX

MEI.AX

MXT.AX

3.87%

MFF.AX

-4.2%

MIN.AX

0.95%

MI6.AX

-4.68%

MIR.AX

MGR.AX

1.12%

MND.AX

0.22%

MYS.AX

-0.81%

NAN.AX

1.4%

NAB.AX

-0.78%

NGI.AX

NWL.AX

-0.06%

NEU.AX

-0.35%

NHC.AX

0.68%

NMG.AX

-2.99%

NEM.AX

0.38%

NWS.AX

-0.88%

NXG.AX

4.25%

NXT.AX

-1.73%

NHF.AX

0.31%

NCK.AX

1.34%

NIC.AX

0.65%

NEC.AX

1.48%

NST.AX

1.92%

NWH.AX

0.38%

NUF.AX

0.95%

NXL.AX

0.28%

OCL.AX

1.89%

OML.AX

0.3%

OPH.AX

-2.08%

OBM.AX

0.35%

ORI.AX

-1.23%

ORG.AX

ORA.AX

0.74%

PDN.AX

2.54%

PNR.AX

4.55%

PDI.AX

-0.43%

PPC.AX

2.64%

PPM.AX

PRN.AX

0.45%

PPT.AX

0.53%

PCI.AX

0.93%

PRU.AX

1.46%

PXA.AX

2.09%

PNI.AX

0.37%

PL8.AX

-2.11%

PLS.AX

1.84%

PGF.AX

1.59%

PNV.AX

-1.65%

PMV.AX

0.66%

PME.AX

1.15%

PWH.AX

1.05%

PYC.AX

-7.84%

QAN.AX

-1.33%

QBE.AX

1.31%

QRI.AX

1.08%

QAL.AX

0.44%

RMS.AX

0.27%

RHC.AX

-0.27%

REA.AX

-1.29%

RDX.AX

-3.15%

REH.AX

-0.53%

RF1.AX

-1.4%

RG1.AX

-0.4%

RPL.AX

RGN.AX

0.92%

REG.AX

0.46%

RRL.AX

-1.11%

RWC.AX

-0.42%

RMD.AX

-0.31%

RSG.AX

-0.45%

SGLLV.AX

1.11%

RIC.AX

1.99%

RIO.AX

-0.61%

RXL.AX

6.35%

RFF.AX

1.05%

RYM.AX

-0.69%

SFR.AX

0.22%

STO.AX

-0.23%

SCG.AX

0.88%

SEK.AX

1.24%

SHV.AX

2.94%

SRV.AX

0.54%

SGH.AX

-0.08%

SHA.AX

-0.37%

SIG.AX

0.76%

SLX.AX

2.74%

SGM.AX

-4.78%

SDR.AX

-1.11%

SKS.AX

-12.26%

SKC.AX

-0.93%

SIQ.AX

0.18%

SHL.AX

0.59%

S32.AX

-0.6%

SX2.AX

-0.62%

SPK.AX

1.26%

SRG.AX

0.51%

SSM.AX

0.44%

SBM.AX

1.31%

SMR.AX

-1.55%

SDF.AX

0.17%

SXE.AX

-1.35%

SGP.AX

1.92%

SKG.AX

SNZ.AX

-0.71%

SUN.AX

0.91%

SRL.AX

2.04%

SUL.AX

2.07%

SLC.AX

SNL.AX

-1.6%

SYL.AX

TAH.AX

2.35%

TEA.AX

-0.35%

TNE.AX

1.49%

TLX.AX

2.99%

TLS.AX

-0.21%

TPW.AX

1.41%

A2M.AX

-0.62%

TLC.AX

1.27%

SGR.AX

TWR.AX

TPG.AX

0.26%

TCL.AX

-0.61%

TWE.AX

TUA.AX

-1.48%

TCG.AX

2.44%

TRA.AX

USL.AX

1.42%

UNI.AX

1.83%

VAU.AX

1.19%

VNT.AX

1.33%

VCX.AX

1.31%

VGN.AX

-1.4%

VMM.AX

-0.26%

VGL.AX

6.98%

VEA.AX

-0.32%

VUL.AX

-3.27%

VSL.AX

-0.35%

WA1.AX

-2.24%

WGN.AX

2.21%

WAM.AX

-3.51%

WGB.AX

0.5%

WLE.AX

-0.39%

SOL.AX

0.77%

WPR.AX

1.46%

WQG.AX

0.99%

WEB.AX

WBT.AX

4.09%

WES.AX

0.58%

WAF.AX

2.33%

WGX.AX

0.77%

WBC.AX

-1.21%

WHF.AX

-0.64%

WHC.AX

0.13%

WIA.AX

WTC.AX

0.6%

WDS.AX

0.83%

WOW.AX

0.26%

WOR.AX

-0.31%

XRO.AX

0.7%

YAL.AX

0.34%

ZIM.AX

-1.32%

ZIP.AX

2.42%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.72	-0.14	-0.1
SSO ASX Small Caps	14.27	0.01	0.07
IVV S&P 500	74.61	0.41	0.55
NDQ Nasdaq	65.14	0.28	0.43
F100 FTSE 100	14.97	0.02	0.13
ASIA Asia Tech	21.57	-0.28	-1.28
IEU Europe	95.14	-0.23	-0.24
IEM Emerging Markets	98.09	-0.9	-0.91
Gold Gold	54.16	0.13	0.24
ACDC Battery Tech	121.51	-1.19	-0.97

COMMODITIES	Close($)	-/+	%
Gold	4,134.25	-29.2032	-0.7
Silver	60.49	-1.1947	-1.94
Platinum	1,668.34	-33.41	-1.96
Palladium	1,154.44	-17.6233	-1.5
Ice Brent Crude	101.08	0.76	0.76
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6969	-0.0013	-0.19
Euro	1.1225	-0.0033	-0.29
British Pound	1.3248	-0.0024	-0.18
Canadian Dollar	1.4219	0.0013	0.09
New Zealand Dollar	0.5607	-0.0014	-0.25
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	158.2700	0.2	0.13

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.91	1.12%	113.10%	0.41 0.94
BGL	Bellevue Gold Limited	1.51	-0.99%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	62.45	-0.65%	50.02%	40.18 68.77
FMG	Fortescue Ltd	16.01	-2.44%	-15.72%	16.02 23.38
NHC	New Hope Corporation Ltd	5.94	0.68%	51.67%	3.77 6.61
WHC	Whitehaven Coal Limited	7.65	0.13%	14.03%	6.33 9.90
NEM	Newmont Cdi	164.92	0.38%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.48	4.25%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.43	0.22%	44.02%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ARF	Arena Reit	2.35	12.98
BMN	Bannerman Energy	3.67	8.58
CEN	Contact Energy L	7.34	7.31
VGL	Vista Group Inte	2.30	6.98
RXL	Rox Resources	0.67	6.35
AYA	Artrya	3.31	5.08
BOE	Boss Energy	1.58	4.64
DYL	Deep Yellow	1.14	4.61
PNR	Pantoro Gold	2.99	4.55
DMP	Domino's Pizza E	21.28	4.47

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
A4N	Alpha Hpa	0.57	-13.64
SKS	Sks Technologies	9.80	-12.26
PYC	Pyc Therapeutics	2.47	-7.84
CXO	Core Lithium	0.29	-6.56
MGH	Maas Group Holdi	6.39	-5.75
ELS	Elsight	4.41	-5.57
SGM	Sims Metal	23.12	-4.78
MI6	Minerals 260	0.82	-4.68
EMR	Emerald Resource	6.57	-4.37
MFF	Mff Capital Inve	5.24	-4.2

OPINION

Latest Market Matters Opinions

07/10/2026 16:54

What Mattered Today

The ASX finished slightly lower today snapping a four-day winning streak as the market struggled to follow another record session on Wall Street. A majority six of 11 sectors finished higher, though the heavyweight sectors weighed on the bourse overall. Healthcare and Real Estate led the market, while Financials and Materials were the biggest drags.

07/10/2026 16:42

Broker Moves

• Northern Star Raised to Accumulate at Ord Minnett; PT A$25.85 • Sports Entertainment Group Rated New Buy at Bell Potter

ACTION

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Market Matters Content

Portfolio Positioning: Consumer confidence tests its 30-year low

Morning report 07/10/2026

Afternoon Report

The Match Out: ASX slips as Banks and Miners weigh, Uranium stocks jump on Alphabet nuclear deal

Afternoon report 07/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 03/10/2026

The Metrics saga

Hi How much reputational damage do you think Metrics and their listed entities will suffer because of the ongoing saga with getting their accounts signed off by their auditors? The shares are still suspended as I write this after the close on Thursday and it doesn't look like they're any closer to a resolution of the problem. Do you expect that the shares will be hammered when they are allowed to trade again or is most of the bad news already accounted for in the share price? Cheers, Carl

Ask James

Question asked 03/10/2026

Northern Star (ASX: NST) and Gold Fields (GFI US)

Morning Gents, It's only Monday, so things may have changed. So, Gold Fields successfully took Gold Road Resources very recently and now they've made what I imagine to be just an opening bid for Northern Star. Do you think they'll pursue this and would it potentially be a good deal for NST shareholders?

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Why is Paladin Energy (ASX: PDN) up more than 4%?

Paladin (PDN) along with the ASX uranium sector is soaring today as after Google’s parent Alphabet agreed to buy nuclear power from Constellation Energy in a deal that will spur the addition of 890 megawatts of new reactor capacity.

ASX: PDN 06/10/2026