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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

5.8%

4DX.AX

13.42%

ABG.AX

-1.18%

AIS.AX

5.38%

AGL.AX

0.72%

A1M.AX

0.63%

AIZ.AX

AAI.AX

0.76%

ALK.AX

3.14%

A4N.AX

7.69%

ALQ.AX

1.47%

AMC.AX

0.12%

AOV.AX

-1.53%

AMP.AX

1.2%

AEL.AX

3.66%

ALD.AX

ANN.AX

0.36%

ANZ.AX

-0.26%

APA.AX

1.39%

ARU.AX

11.76%

ARB.AX

-1.25%

ARF.AX

-1.39%

ARG.AX

-0.22%

ALL.AX

-1.27%

AYA.AX

8.24%

APZ.AX

-3.54%

ASX.AX

0.76%

ALX.AX

0.23%

AUB.AX

1.08%

AIA.AX

-0.45%

AXQ.AX

10.13%

AMI.AX

5.43%

AZJ.AX

-1.33%

AUC.AX

1.14%

ABB.AX

2.66%

ASB.AX

1.09%

AAC.AX

-0.38%

ACL.AX

AFI.AX

-0.6%

AUI.AX

-0.25%

BOQ.AX

0.61%

BMN.AX

2.66%

BAP.AX

-4.29%

BCI.AX

0.86%

BPT.AX

BGA.AX

0.33%

BGL.AX

3.53%

BEN.AX

-0.48%

BNZ.AX

7.55%

BHP.AX

1.4%

BKI.AX

BC8.AX

XYZ.AX

-0.56%

BSL.AX

-3.09%

BOE.AX

-1.83%

BXB.AX

-1.65%

BVS.AX

-1.26%

BRE.AX

13.65%

BRG.AX

-1.88%

BTR.AX

3.64%

BGP.AX

0.29%

BFL.AX

0.63%

BWP.AX

-0.28%

CMM.AX

4.86%

CSC.AX

2.5%

CAR.AX

-3.05%

CIN.AX

-1%

CYL.AX

3.83%

CAT.AX

6.53%

CWP.AX

-1.5%

CNI.AX

2.37%

CIP.AX

-1.05%

COF.AX

-2.33%

CGF.AX

1.59%

CIA.AX

3.17%

CHC.AX

0.16%

CLW.AX

-0.59%

CQR.AX

-2.37%

CQE.AX

-0.42%

CNU.AX

0.89%

C79.AX

2.34%

CVL.AX

2.31%

CU6.AX

3.81%

CWY.AX

-1.12%

CBO.AX

1.01%

COH.AX

-1.83%

CDA.AX

3.11%

CGS.AX

4.26%

COL.AX

-1.7%

CKF.AX

-1.01%

CBA.AX

-1.03%

CPU.AX

0.02%

CEN.AX

-0.42%

CXO.AX

1.37%

CCP.AX

1.54%

CMW.AX

CSL.AX

-1.11%

CCL.AX

3.96%

DBI.AX

0.93%

DTL.AX

3.36%

DYL.AX

1.53%

DRR.AX

3.11%

DVP.AX

11.84%

DXS.AX

-0.72%

DXI.AX

-0.85%

DDR.AX

0.81%

DGT.AX

1.19%

DJW.AX

-0.35%

DMP.AX

-2.98%

DOW.AX

-0.76%

DPM.AX

DRO.AX

-0.86%

DUR.AX

0.47%

DNL.AX

-1.44%

APE.AX

-1.66%

EBO.AX

-2.39%

EIQ.AX

31.36%

ELD.AX

0.63%

EOS.AX

3.4%

ELV.AX

2.07%

ELS.AX

2.9%

EHL.AX

3.14%

EMR.AX

3.82%

EDV.AX

-2.68%

EQR.AX

6.59%

EQT.AX

5.58%

EUR.AX

8.45%

EVN.AX

4.42%

EVT.AX

-0.38%

FDC.AX

-0.79%

FCL.AX

2.23%

FFM.AX

4.06%

FPH.AX

-0.96%

FPR.AX

-0.21%

FBU.AX

-0.68%

FLT.AX

-2.51%

FML.AX

4.52%

FRS.AX

-2.78%

FMG.AX

-0.12%

FRW.AX

-1.66%

FGX.AX

1.56%

FGG.AX

GLF.AX

6.21%

GDG.AX

2.05%

GNE.AX

-3.29%

GMD.AX

5.26%

GNP.AX

12.49%

GMG.AX

-1.46%

GPT.AX

-1.33%

GQG.AX

2.88%

GNG.AX

5.85%

GNC.AX

-0.46%

GGP.AX

5.54%

G6M.AX

GOZ.AX

-1.98%

GCI.AX

GYG.AX

2.28%

GWA.AX

-0.25%

HSN.AX

-5.64%

HVN.AX

-1.68%

HGH.AX

1.99%

HM1.AX

1.79%

HLI.AX

0.37%

HMC.AX

-2.42%

HDN.AX

0.45%

HUB.AX

1.86%

IGO.AX

-0.43%

ILU.AX

IMD.AX

2.46%

IMR.AX

3.06%

IFT.AX

-1.05%

INA.AX

3.6%

ING.AX

-4.75%

IAG.AX

-1.11%

IDX.AX

-1.72%

IPG.AX

4.92%

IPX.AX

10.29%

IPH.AX

0.9%

IRE.AX

-2.82%

JHX.AX

-2.75%

JBH.AX

-1.55%

JDO.AX

-3.52%

KAR.AX

-1.63%

KLS.AX

-3.46%

KCN.AX

4.25%

KKC.AX

0.94%

GLS.AX

-0.49%

L1G.AX

-0.91%

LSF.AX

2.53%

LGF.AX

1.73%

LRV.AX

9.8%

LFS.AX

LLC.AX

-4.18%

LFG.AX

-2.4%

360.AX

-0.52%

LIC.AX

-2.33%

LNW.AX

-0.5%

LIN.AX

7.26%

LTR.AX

0.99%

LOV.AX

-2.63%

LYL.AX

-0.74%

LYC.AX

4.97%

MA1.AX

-1.02%

MAF.AX

0.61%

MGH.AX

12.72%

MAH.AX

8.59%

MQG.AX

-0.43%

MAQ.AX

4.44%

MAD.AX

4.82%

MFG.AX

1.32%

MMS.AX

-0.1%

MM8.AX

3.81%

MPL.AX

-0.87%

MP1.AX

7.6%

MCY.AX

5.66%

MEZ.AX

-3.59%

MSB.AX

2.43%

MLX.AX

6.97%

MTS.AX

-0.7%

MEI.AX

MOT.AX

0.32%

MXT.AX

-1.67%

MFF.AX

1.13%

MIN.AX

-2.35%

MI6.AX

4.44%

MIR.AX

MGR.AX

-1.97%

MND.AX

5.22%

MYS.AX

-0.83%

NAN.AX

1.04%

NAB.AX

-1.91%

NGI.AX

7.91%

NWL.AX

1.51%

NEU.AX

0.68%

NHC.AX

-0.93%

NMG.AX

3.66%

NEM.AX

2.48%

NWS.AX

-1.44%

NXG.AX

0.37%

NXT.AX

2.71%

NHF.AX

0.31%

NCK.AX

-1.95%

NIC.AX

-1.27%

NEC.AX

-3.77%

NST.AX

2.4%

NWH.AX

2.61%

NUF.AX

-0.61%

NXL.AX

0.28%

OCL.AX

-4.93%

OML.AX

OPH.AX

0.43%

OBM.AX

7.37%

ORI.AX

-1.18%

ORG.AX

-0.68%

ORA.AX

-1.42%

PDN.AX

3.58%

PNR.AX

6.13%

PDI.AX

12.36%

PPC.AX

-1.48%

PPM.AX

-1.16%

PRN.AX

1.8%

PPT.AX

4.64%

PCI.AX

-0.9%

PRU.AX

2.65%

PXA.AX

0.15%

PNI.AX

1.17%

PL8.AX

-0.7%

PLS.AX

-1.18%

PGF.AX

-0.92%

PNV.AX

0.53%

PMV.AX

0.18%

PME.AX

0.21%

PWH.AX

-1.56%

PYC.AX

11.25%

QAN.AX

-0.57%

QBE.AX

0.56%

QAL.AX

-3.36%

QRI.AX

1.3%

RMS.AX

3.17%

RHC.AX

0.47%

REA.AX

-1.83%

RDX.AX

REH.AX

1.21%

RF1.AX

-0.29%

RPL.AX

-2.17%

RG1.AX

RGN.AX

-0.45%

REG.AX

-1.88%

RRL.AX

3.17%

RWC.AX

1.55%

RMD.AX

-0.53%

RSG.AX

3.04%

SGLLV.AX

-5.31%

RIC.AX

-1.14%

RIO.AX

0.84%

RXL.AX

5.98%

RFF.AX

-0.77%

RYM.AX

-0.95%

SFR.AX

3.44%

SMI.AX

11%

STO.AX

-0.7%

SCG.AX

-1.71%

SEK.AX

-2.91%

SHV.AX

-1.11%

SRV.AX

-1.55%

SSM.AX

0.41%

SGH.AX

0.22%

SHA.AX

SIG.AX

SLX.AX

3.7%

SGM.AX

1.81%

SDR.AX

0.73%

SKS.AX

15.02%

SKC.AX

SIQ.AX

1.04%

SHL.AX

-1.94%

S32.AX

1.86%

SX2.AX

7.51%

SXE.AX

7.62%

SPK.AX

-3.03%

SRG.AX

3.9%

SBM.AX

4.49%

SMR.AX

-3.6%

SDF.AX

SGP.AX

-2.86%

SKG.AX

-1.86%

SNZ.AX

SUN.AX

0.47%

SRL.AX

5.97%

SUL.AX

-1.85%

SLC.AX

1.48%

SNL.AX

1.62%

SYL.AX

1.49%

TAH.AX

-0.55%

TEA.AX

13.7%

TNE.AX

0.73%

TLX.AX

2.29%

TLS.AX

-0.21%

A2M.AX

-0.59%

TLC.AX

-0.83%

SGR.AX

14.81%

THL.AX

TWR.AX

-0.63%

TPG.AX

-1.78%

TCL.AX

-1.04%

TWE.AX

-2.65%

TUA.AX

0.89%

TGN.AX

TCG.AX

6.06%

USL.AX

13.21%

UNI.AX

-0.42%

VAU.AX

5.49%

VNT.AX

1.35%

VCX.AX

-1.69%

VGN.AX

-0.37%

VMM.AX

-3.43%

VGL.AX

4.95%

VEA.AX

0.32%

VUL.AX

1.37%

VSL.AX

4.5%

WA1.AX

6.28%

WGN.AX

4.07%

WAM.AX

0.85%

WGB.AX

0.5%

WLE.AX

SOL.AX

1.71%

WPR.AX

WQG.AX

WEB.AX

-1.7%

WBT.AX

2.45%

WES.AX

0.23%

WAF.AX

1.7%

WGX.AX

3.17%

WBC.AX

-0.23%

WHF.AX

1.27%

WHC.AX

-2.82%

WIA.AX

2.22%

WTC.AX

0.53%

WDS.AX

-1.7%

WOW.AX

-0.47%

WOR.AX

1.13%

XRO.AX

-4.08%

YAL.AX

-3.32%

ZIM.AX

2.23%

ZIP.AX

-1.8%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.27	0.11	0.07
SSO ASX Small Caps	14.62	0.24	1.67
IVV S&P 500	71.59	0.46	0.65
NDQ Nasdaq	60.33	0.86	1.45
F100 FTSE 100	15.21	0.07	0.46
ASIA Asia Tech	20.35	0.61	3.09
IEU Europe	96.34	0.22	0.23
IEM Emerging Markets	94.85	1.13	1.21
Gold Gold	56.25	0.83	1.5
ACDC Battery Tech	120.17	1.44	1.21

COMMODITIES	Close($)	-/+	%
Gold	4,378.58	38.49	0.89
Silver	66.61	1.4134	2.17
Platinum	1,800.77	31.7423	1.79
Palladium	1,306.63	15.38	1.19
Ice Brent Crude	104.09	-1.74	-1.64
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7120	0.0011	0.15
Euro	1.1474	0	0
British Pound	1.3383	0.0028	0.21
Canadian Dollar	1.4000	0.0012	0.09
New Zealand Dollar	0.5718	-0.0012	-0.21
Chinese Yuan	6.6975	-0.0099	-0.15
Japanese Yen	156.7600	0.81	0.52

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	0.63%	133.82%	0.36 0.89
BGL	Bellevue Gold Limited	1.62	3.53%	0.00%	1.03 2.00
BHP	Bhp Group Ltd	61.05	1.4%	49.37%	39.57 68.77
FMG	Fortescue Ltd	16.73	-0.12%	-11.28%	16.14 23.38
NHC	New Hope Corporation Ltd	6.38	-0.93%	53.33%	3.77 6.61
WHC	Whitehaven Coal Limited	7.93	-2.82%	22.34%	6.33 9.90
NEM	Newmont Cdi	175.87	2.48%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.39	0.37%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.98	3.44%	70.27%	12.40 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EIQ	Echoiq	0.78	31.36
SKS	Sks Technologies	9.19	15.02
SGR	The Star Enterta	0.16	14.81
TEA	Tasmea	10.54	13.7
BRE	Brazilian Rare	4.08	13.65
4DX	4dmedical	4.31	13.42
USL	Unico Silver	0.90	13.21
MGH	Maas Group Holdi	6.38	12.72
GNP	Genusplus Group	9.46	12.49
PDI	Pdi Gold	4.91	12.36

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
HSN	Hansen Technolog	3.18	-5.64
SGLLV	Ricegrowers	11.94	-5.31
OCL	Objective Corpor	5.78	-4.93
ING	Inghams Group	1.91	-4.75
BAP	Bapcor	0.78	-4.29
LLC	Lendlease Group	2.52	-4.18
XRO	Xero	62.78	-4.08
NEC	Nine Entertainme	0.77	-3.77
SMR	Stanmore Resourc	2.68	-3.6
MEZ	Meridian Energy	4.30	-3.59

OPINION

Latest Market Matters Opinions

18/09/2026 16:46

What Mattered Today

The ASX finished modestly lower, giving back a +40pt early gain as the market digested hawkish commentary from the RBA as Michele Bullock addressed parliament today. Governor Bullock indicated the Board will consider whether the three rate increases already delivered this year are sufficient to return inflation to target, pushing market pricing for a September hike to around 95%.

18/09/2026 16:12

Broker Moves

• Guzman y Gomez Raised to Buy at Morgans Financial Limited • Harvey Norman Cut to Underweight at Morgan Stanley; PT A$3.90 • Wesfarmers Raised to Equal-Weight at Morgan Stanley; PT A$70.50 • Emerald Resources Rated New Buy at UBS; PT A$8.75 • Deterra Rated New Outperform at BMO; PT A$5.25

ACTION

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Market Matters Content

ETF Friday: If Banks have bottomed, should we buy the stocks or Bank ETFs?

Morning report 18/09/2026

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 12/09/2026

Bond yields and resources

Hi MM, Thanks for the great work. Sorry a few questions here. 1. On the macro, do you have a view as to where US bond yields might top out and also oil prices? 2. On copper exposure, thoughts on BHP vs RIO? And also on FFM as a Cu play. Thanks! Young

Ask James

Question asked 12/09/2026

GQG Partners (ASX: GQG)

Thoughts on GQG after lower FUM? Is this pricing overdone?

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