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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.42%

4DX.AX

-3.48%

ABG.AX

-1.2%

AIS.AX

-1.02%

AGL.AX

-0.36%

A1M.AX

-1.25%

AIZ.AX

4.76%

AAI.AX

-5.32%

ALK.AX

-1.02%

A4N.AX

-3.13%

ALQ.AX

-0.09%

AMC.AX

-0.6%

AOV.AX

-0.69%

AMP.AX

0.6%

AEL.AX

1.63%

ALD.AX

0.93%

ANN.AX

0.63%

ANZ.AX

1.27%

APA.AX

-0.55%

ARU.AX

2.63%

ARB.AX

-0.94%

ARF.AX

0.7%

ARG.AX

-0.11%

ALL.AX

-0.25%

AYA.AX

-3.55%

APZ.AX

-1.94%

ASX.AX

1.47%

ALX.AX

0.11%

AUB.AX

0.73%

AIA.AX

1.05%

AXQ.AX

-3.15%

AMI.AX

AZJ.AX

-0.27%

AUC.AX

-2.43%

ABB.AX

-0.83%

ASB.AX

-1.4%

AAC.AX

ACL.AX

0.35%

AFI.AX

-0.08%

AUI.AX

1.19%

BOQ.AX

0.75%

BMN.AX

2.85%

BAP.AX

3.85%

BCI.AX

-3.42%

BPT.AX

0.29%

BGA.AX

0.83%

BGL.AX

-3.56%

BEN.AX

1.4%

BNZ.AX

3.62%

BHP.AX

-0.88%

BKI.AX

0.56%

BC8.AX

0.24%

XYZ.AX

0.11%

BSL.AX

-0.67%

BOE.AX

1.24%

BXB.AX

-0.32%

BVS.AX

1.44%

BRE.AX

-6.86%

BRG.AX

-1.35%

BTR.AX

-1.32%

BGP.AX

BFL.AX

-1.38%

BWP.AX

CMM.AX

2.28%

CSC.AX

1.11%

CAR.AX

0.04%

CIN.AX

1.3%

CYL.AX

-0.29%

CAT.AX

-4.03%

CWP.AX

-0.91%

CNI.AX

-0.97%

CIP.AX

0.89%

COF.AX

0.3%

CGF.AX

1.27%

CIA.AX

-1.38%

CHC.AX

-0.76%

CLW.AX

0.44%

CQR.AX

0.27%

CQE.AX

0.21%

CNU.AX

0.15%

C79.AX

-1.37%

CVL.AX

-2.54%

CU6.AX

-0.92%

CWY.AX

0.38%

CBO.AX

-4.68%

COH.AX

4.05%

CDA.AX

0.42%

CGS.AX

-1.46%

COL.AX

-1.02%

CKF.AX

0.57%

CBA.AX

0.56%

CPU.AX

0.98%

CEN.AX

0.28%

CXO.AX

-0.68%

CCP.AX

0.51%

CMW.AX

-0.71%

CSL.AX

1.44%

CCL.AX

-3.48%

DBI.AX

-1.11%

DTL.AX

0.09%

DYL.AX

-0.19%

DRR.AX

-4.18%

DVP.AX

-1.32%

DXS.AX

-0.09%

DXI.AX

1.28%

DDR.AX

0.27%

DGT.AX

-3.14%

DJW.AX

1.74%

DMP.AX

2.01%

DOW.AX

0.08%

DPM.AX

2.5%

DRO.AX

DUR.AX

-0.47%

DNL.AX

-2.07%

APE.AX

-1.2%

EBO.AX

-0.38%

EIQ.AX

-6.13%

ELD.AX

0.71%

EOS.AX

3.19%

ELV.AX

-1.95%

ELS.AX

-3.02%

EHL.AX

-0.65%

EMR.AX

-1.2%

EDV.AX

0.17%

EQR.AX

-4.12%

EQT.AX

-2.39%

EUR.AX

16.88%

EVN.AX

-1.46%

EVT.AX

1.59%

FDC.AX

3.17%

FCL.AX

-3.93%

FFM.AX

-5.71%

FPH.AX

1.48%

FPR.AX

0.85%

FBU.AX

-0.68%

FLT.AX

-0.33%

FML.AX

-1.68%

FRS.AX

-2.86%

FMG.AX

-0.6%

FRW.AX

FGX.AX

-0.77%

FGG.AX

1.25%

GLN.AX

5.33%

GLF.AX

-3.03%

GDG.AX

1.34%

GNE.AX

2.43%

GMD.AX

-1.18%

GNP.AX

-2.54%

GMG.AX

-0.04%

GPT.AX

0.67%

GQG.AX

0.47%

GNG.AX

-3.29%

GNC.AX

2.9%

GGP.AX

-1.13%

G6M.AX

0.6%

GOZ.AX

1.01%

GCI.AX

-0.25%

GYG.AX

-0.59%

GWA.AX

-0.63%

HSN.AX

-0.94%

HVN.AX

0.73%

HGH.AX

-0.49%

HM1.AX

1.76%

HLI.AX

1.39%

HMC.AX

-0.77%

HDN.AX

-0.68%

HUB.AX

-1.48%

IGO.AX

-0.22%

ILU.AX

-0.25%

IMD.AX

-0.45%

IMR.AX

-7.57%

IFT.AX

-0.84%

INA.AX

0.12%

ING.AX

2.1%

IAG.AX

0.87%

IDX.AX

0.66%

IPG.AX

-0.72%

IPX.AX

-1.5%

IPH.AX

IRE.AX

0.36%

JHX.AX

-0.58%

JBH.AX

1.4%

JDO.AX

2.86%

KAR.AX

1.24%

KLS.AX

0.51%

KCN.AX

-3.98%

KKC.AX

-2.33%

GLS.AX

L1G.AX

4.13%

LSF.AX

0.21%

LGF.AX

-0.21%

LRV.AX

0.89%

LFS.AX

LLC.AX

-0.2%

LFG.AX

360.AX

-1.24%

LIC.AX

1.08%

LNW.AX

-3.27%

LIN.AX

-10.15%

LTR.AX

0.74%

LOV.AX

2.34%

LYL.AX

1.85%

LYC.AX

-2.37%

MA1.AX

0.78%

MAF.AX

1.02%

MGH.AX

-1.8%

MAH.AX

MQG.AX

0.83%

MAQ.AX

-2.56%

MAD.AX

0.48%

MFG.AX

-1.01%

MMS.AX

-0.26%

MPL.AX

1.2%

MP1.AX

2.75%

MCY.AX

-1.43%

MEZ.AX

3.72%

MSB.AX

0.71%

MLX.AX

-2.09%

MTS.AX

0.89%

MEI.AX

MOT.AX

-0.63%

MXT.AX

0.99%

MFF.AX

1.11%

MIN.AX

0.59%

MI6.AX

-6.65%

MIR.AX

0.84%

MGR.AX

0.14%

MND.AX

1.7%

MYS.AX

2.08%

NAN.AX

3.6%

NAB.AX

0.92%

NGI.AX

2.8%

NWL.AX

-0.05%

NEU.AX

0.24%

NHC.AX

-6.03%

NMG.AX

-5.29%

NEM.AX

-2.14%

NWS.AX

-1.22%

NXG.AX

-0.41%

NXT.AX

-2.51%

NHF.AX

1.22%

NCK.AX

1.42%

NIC.AX

3.87%

NEC.AX

-1.63%

NST.AX

-1.4%

NWH.AX

1.78%

NUF.AX

-1.69%

NXL.AX

0.56%

OCL.AX

3.11%

OML.AX

OPH.AX

0.86%

OBM.AX

ORI.AX

-0.09%

ORG.AX

-0.04%

ORA.AX

0.54%

PDN.AX

2.03%

PNR.AX

2.53%

PDI.AX

-1.63%

PPC.AX

-3.6%

PPM.AX

PRN.AX

-2.65%

PPT.AX

-15.66%

PCI.AX

0.91%

PRU.AX

0.08%

PXA.AX

1.6%

PNI.AX

-1.73%

PL8.AX

-0.53%

PLS.AX

-0.6%

PGF.AX

-0.62%

PNV.AX

1.32%

PMV.AX

0.27%

PME.AX

-1.67%

PWH.AX

0.25%

PYC.AX

9.18%

QAN.AX

0.57%

QBE.AX

0.09%

QAL.AX

4.35%

QRI.AX

-0.64%

RMS.AX

5.73%

RHC.AX

0.23%

REA.AX

-0.83%

RDX.AX

REH.AX

-1.31%

RF1.AX

0.59%

RPL.AX

2.22%

RG1.AX

RGN.AX

0.22%

REG.AX

1.91%

RRL.AX

-0.58%

RWC.AX

0.33%

RMD.AX

-0.52%

RSG.AX

-8.67%

SGLLV.AX

1.17%

RIC.AX

0.38%

RIO.AX

-1.01%

RXL.AX

-0.81%

RFF.AX

RYM.AX

1.92%

SFR.AX

-0.68%

SMI.AX

-6.31%

STO.AX

1.12%

SCG.AX

0.15%

SEK.AX

1.97%

SHV.AX

-0.56%

SRV.AX

-1.4%

SSM.AX

0.82%

SGH.AX

-1.3%

SHA.AX

-2.41%

SIG.AX

-0.59%

SLX.AX

-1.45%

SGM.AX

-1.98%

SDR.AX

-1.26%

SKS.AX

-0.87%

SKC.AX

2.43%

SIQ.AX

-0.26%

SHL.AX

0.6%

S32.AX

-1.22%

SX2.AX

-0.85%

SXE.AX

2.88%

SPK.AX

0.94%

SRG.AX

-0.25%

SBM.AX

-3.76%

SMR.AX

0.56%

SDF.AX

0.26%

SGP.AX

0.37%

SKG.AX

2.37%

SNZ.AX

SUN.AX

1.04%

SRL.AX

-6.24%

SUL.AX

0.57%

SLC.AX

-1.27%

SNL.AX

-0.52%

SYL.AX

1.83%

TAH.AX

1.93%

TEA.AX

1.71%

TNE.AX

-0.48%

TLX.AX

-7.51%

TLS.AX

-0.31%

A2M.AX

0.52%

TLC.AX

-0.31%

SGR.AX

1.61%

TWR.AX

TPG.AX

0.13%

TCL.AX

-0.19%

TWE.AX

3.4%

TUA.AX

2.43%

TGN.AX

TCG.AX

-5.14%

TRA.AX

0.14%

USL.AX

-5.83%

UNI.AX

1.41%

VAU.AX

-1.81%

VNT.AX

0.08%

VCX.AX

-0.86%

VGN.AX

0.18%

VMM.AX

-1.78%

VGL.AX

-1.29%

VEA.AX

1.12%

VUL.AX

-0.45%

VSL.AX

2.62%

WA1.AX

-1.52%

WGN.AX

-2.07%

WAM.AX

WGB.AX

0.49%

WLE.AX

0.96%

SOL.AX

0.88%

WPR.AX

-0.45%

WQG.AX

-3.26%

WEB.AX

0.29%

WBT.AX

4.49%

WES.AX

-0.75%

WAF.AX

0.28%

WGX.AX

0.18%

WBC.AX

0.49%

WHF.AX

-0.42%

WHC.AX

-2.71%

WIA.AX

WTC.AX

-1.37%

WDS.AX

0.06%

WOW.AX

-0.29%

WOR.AX

-0.05%

XRO.AX

-4.32%

YAL.AX

-1.89%

ZIM.AX

-1.02%

ZIP.AX

1.61%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.24	-0.03	-0.02
SSO ASX Small Caps	14.57	-0.05	-0.34
IVV S&P 500	71.76	0.17	0.24
NDQ Nasdaq	60.77	0.44	0.73
F100 FTSE 100	15.05	-0.16	-1.05
ASIA Asia Tech	20.88	0.53	2.6
IEU Europe	95.72	-0.62	-0.64
IEM Emerging Markets	95.93	1.08	1.14
Gold Gold	55.87	-0.38	-0.68
ACDC Battery Tech	120.25	0.08	0.07

COMMODITIES	Close($)	-/+	%
Gold	4,356.89	-20.0202	-0.46
Silver	66.10	-0.1287	-0.19
Platinum	1,794.29	-5.8445	-0.32
Palladium	1,307.30	5.1	0.39
Ice Brent Crude	103.37	-1.45	-1.38
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7123	0.0006	0.08
Euro	1.1471	-0.0012	-0.1
British Pound	1.3375	-0.0018	-0.13
Canadian Dollar	1.4006	0.0019	0.14
New Zealand Dollar	0.5720	-0.0001	-0.02
Chinese Yuan	6.6964	-0.0011	-0.02
Japanese Yen	157.0100	0.16	0.1

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	-1.25%	122.22%	0.36 0.89
BGL	Bellevue Gold Limited	1.56	-3.41%	0.00%	1.03 2.00
BHP	Bhp Group Ltd	60.51	-0.88%	52.74%	39.57 68.77
FMG	Fortescue Ltd	16.64	-0.54%	-10.77%	16.14 23.38
NHC	New Hope Corporation Ltd	6.00	-6.03%	51.54%	3.77 6.61
WHC	Whitehaven Coal Limited	7.72	-2.65%	18.89%	6.33 9.90
NEM	Newmont Cdi	172.05	-2.17%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.34	-0.41%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.83	-0.68%	78.41%	12.40 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EUR	European Lithium	0.45	16.88
PYC	Pyc Therapeutics	2.92	9.18
RMS	Ramelius Resourc	3.79	5.73
GLN	Galan Lithium	0.40	5.33
AIZ	Air New Zealand	0.33	4.76
WBT	Weebit Nano	3.49	4.49
QAL	Qualitas Limited	2.40	4.35
L1G	L1 Group	1.14	4.13
COH	Cochlear Limited	139.32	4.05
NIC	Nickel Industrie	0.81	3.87

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PPT	Perpetual	16.53	-15.66
LIN	Lindian Resource	0.60	-10.15
RSG	Resolute Mining	1.24	-8.67
IMR	Imricor Medical	1.71	-7.57
TLX	Telix Pharmaceut	16.51	-7.51
BRE	Brazilian Rare	3.80	-6.86
MI6	Minerals 260	0.88	-6.65
SMI	Santana Minerals	0.52	-6.31
SRL	Sunrise Energy	18.32	-6.24
EIQ	Echoiq	0.73	-6.13

OPINION

Latest Market Matters Opinions

21/09/2026 09:27

Lithium

Lithium has endured a brutal September, with carbonate prices falling ~17%, driven initially by a shock revision to Chinese inventory data. SMM expanded its survey methodology, causing reported stockpiles to more than double from 78,800 tonnes to 175,000 tonnes; while much of the increase reflected the broader dataset rather than lithium suddenly appearing in warehouses, it challenged the improving supply-demand story and triggered a sharp repricing, with futures falling more than 14% over just three sessions.

21/09/2026 09:27

LME Copper ($US/MT)

Copper just posted its 11th weekly gain from the last 12, as renewed Chinese buying helped the metal rebound from the sharp correction that followed its record high. Copper still feels vulnerable to news around US tariffs with the market long and watching President Trumps meeting with Chinese President Xi this week very closely.

ACTION

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Market Matters Content

Macro Monday: The ASX 200 is following the 2022 roadmap into October

Morning report 21/09/2026

Afternoon Report

The Match Out: ASX stumbles as RBA’s Bullock signals more tightening, Maas Group clears FIRB

Afternoon report 18/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/09/2026

Potential RBA rate hikes and any effects on Gryphon Capital (ASX: GCI)

Hi, Let’s assume that the RBA raise interest rates at least once more, possibly twice, by the end of the year. The Big 4 banks are also reporting a fall in mortgage applications and I assume that other lenders are finding the same thing. Given that GCI invest a significant amount of capital in RMBS, do you think these two factors will affect their investments and returns? Will there be enough issuances for them to invest in? Their recent wholesale capital raising ($86.25m) was fully subscribed and they will be offering a purchase plan for retail investors in the next few months, which would suggest they’re confident that they can still find offerings to invest in. Could they be forced to look at lower-grade debt to soak up the extra capital they’ve received? Cheers, Carl

Ask James

Question asked 19/09/2026

Suncorp (ASX: SUN) and CSL Ltd (ASX: CSL)

Hi James and Team Can I have your current view on SUN & CSL. What target price do you see for both in the next few months? Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this? regards Debbie

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