Skip to Content
scroll

Opinion + Action

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

FIND OUT MORE
Why Market Matters? Investment and service overview.
ANALYSIS

Market Analysis

29M.AX

8.33%

4DX.AX

5.61%

ABG.AX

-1.53%

ASK.AX

2.08%

A1G.AX

5.67%

AGL.AX

-2.74%

AIZ.AX

5.33%

AAI.AX

3.77%

ALK.AX

9.65%

A4N.AX

6.14%

ALQ.AX

7.42%

AMC.AX

3.19%

AOV.AX

0%

AMP.AX

2.77%

AEL.AX

-2.7%

ALD.AX

-4.28%

ANN.AX

3.13%

ANZ.AX

2.84%

APA.AX

-2.65%

ARU.AX

-1.67%

ARB.AX

4.71%

ARF.AX

0.3%

ARG.AX

2.53%

ALL.AX

4.13%

AYA.AX

25.4%

APZ.AX

6.13%

ASX.AX

1.84%

ALX.AX

1.18%

AUB.AX

0.54%

AIA.AX

3.33%

AZJ.AX

-0.36%

AUC.AX

12.36%

ABB.AX

2.22%

ASB.AX

6.21%

AAC.AX

0.38%

AEF.AX

4.81%

AFG.AX

0.68%

AFI.AX

2.25%

AUI.AX

4.29%

ASG.AX

4.08%

BOQ.AX

-0.62%

BMN.AX

7.03%

BCI.AX

1.28%

BPT.AX

-7.5%

BGA.AX

1.4%

BGL.AX

18.37%

BEN.AX

1.55%

BNZ.AX

9.58%

BHP.AX

3.1%

BKI.AX

1.46%

BC8.AX

16.03%

XYZ.AX

3.71%

BSL.AX

1.99%

BOE.AX

7.44%

BXB.AX

2.36%

BVS.AX

7.97%

BRE.AX

10.66%

BRG.AX

4.5%

BFL.AX

0%

BWP.AX

2.48%

CMM.AX

10.08%

CSC.AX

9.29%

CAR.AX

7.15%

CIN.AX

2.37%

CYL.AX

11.16%

CAT.AX

11.27%

CWP.AX

6.41%

CNI.AX

2.46%

CIP.AX

1.74%

COF.AX

0%

CHN.AX

12.63%

CGF.AX

2.35%

CIA.AX

0.73%

CHI.AX

0%

CHC.AX

3.52%

CLW.AX

1.36%

CQR.AX

1.23%

CQE.AX

1.18%

CNU.AX

0.64%

C79.AX

4.47%

CVL.AX

4.58%

CU6.AX

7.21%

CWY.AX

3.45%

CBO.AX

5.29%

COH.AX

2.26%

CDA.AX

6.55%

COL.AX

-1.3%

CKF.AX

6.29%

CBA.AX

1.93%

CPU.AX

3.61%

CEN.AX

-0.38%

CXO.AX

4.46%

CRN.AX

6.06%

CCP.AX

2.21%

CMW.AX

1.28%

CSL.AX

1.71%

CCL.AX

3.23%

DBI.AX

1.7%

DTL.AX

4.09%

DTR.AX

12.2%

DYL.AX

6.46%

DRR.AX

1.95%

DVP.AX

9.87%

DXS.AX

0.25%

DXI.AX

2.43%

DDR.AX

3.36%

DGT.AX

5.56%

DUI.AX

2.59%

DJW.AX

1.05%

DMP.AX

6.27%

DOW.AX

2.8%

DPM.AX

6.97%

DRO.AX

-15.91%

DUR.AX

0.36%

DNL.AX

2.29%

APE.AX

1.85%

EBO.AX

-0.4%

EIQ.AX

1.13%

ELD.AX

2.04%

EOS.AX

5.08%

ELV.AX

3.93%

ELS.AX

2.22%

EHL.AX

0%

EMR.AX

8.82%

EDV.AX

2.34%

ERA.AX

-14.29%

EQR.AX

-2.17%

EQT.AX

1.06%

EVN.AX

9.84%

EVT.AX

0.07%

FCL.AX

1.7%

FFM.AX

18.66%

FPH.AX

3.8%

FPR.AX

3.25%

FBU.AX

5.37%

FLT.AX

7.21%

FML.AX

15.56%

FRS.AX

3.61%

FMG.AX

2.32%

FRW.AX

0%

FGX.AX

3.41%

FGG.AX

3.62%

GLN.AX

7.05%

GLF.AX

4.52%

GDG.AX

11.52%

GNE.AX

0.56%

GMD.AX

10.28%

GTK.AX

3.53%

GNP.AX

6.2%

GMG.AX

6.84%

GPT.AX

3.27%

GQG.AX

1.41%

GNG.AX

3.26%

GNC.AX

0.15%

GGP.AX

13.92%

GOZ.AX

1.92%

GCI.AX

0.5%

GYG.AX

11.38%

GWA.AX

0.47%

HSN.AX

2.28%

HVN.AX

3.58%

HGH.AX

0%

HM1.AX

1.77%

HLI.AX

-1.03%

HMC.AX

0.82%

HDN.AX

-0.42%

HUB.AX

11.15%

IEL.AX

0.36%

IGO.AX

0.61%

ILU.AX

4.18%

IMD.AX

4.29%

IMR.AX

5.16%

IFT.AX

3.04%

INA.AX

3.3%

ING.AX

0.25%

IFL.AX

0.42%

IAG.AX

-1.45%

IDX.AX

1.55%

IPG.AX

4.58%

IPX.AX

10.47%

IPH.AX

3.28%

IRE.AX

3.78%

JHX.AX

5.45%

JBH.AX

5.37%

JDO.AX

8.7%

JIN.AX

7.49%

JMS.AX

0.91%

KAR.AX

-13.53%

KLS.AX

5.82%

KCN.AX

16%

KKC.AX

0.5%

GLS.AX

8.48%

L1G.AX

14.56%

LSF.AX

4.49%

LRV.AX

16.82%

LFS.AX

1.1%

LLC.AX

3.63%

LFG.AX

-1.96%

360.AX

11.73%

LIC.AX

5.68%

LNW.AX

5.02%

LIN.AX

8.54%

LTR.AX

6.38%

LOV.AX

12.7%

LYL.AX

4.39%

LYC.AX

4.43%

MA1.AX

-0.26%

MAF.AX

6.52%

MGH.AX

4.22%

MAH.AX

11.07%

MQG.AX

5.45%

MAQ.AX

5.46%

MAD.AX

2.49%

MFG.AX

3.55%

MAU.AX

3.69%

MMS.AX

5.15%

MPL.AX

-0.56%

MEK.AX

2.86%

MP1.AX

5.06%

MCY.AX

0.19%

MEZ.AX

-2.16%

MSB.AX

1.51%

MLX.AX

8.68%

MTS.AX

1.52%

MOT.AX

0%

MXT.AX

1.85%

MFF.AX

2.49%

MIN.AX

7.05%

MI6.AX

6.57%

MIR.AX

5.43%

MGR.AX

2.17%

MND.AX

4.14%

MYR.AX

2.59%

MYS.AX

1.78%

NAN.AX

5.03%

NAB.AX

3.86%

NSR.AX

0.36%

NGI.AX

3.37%

NWL.AX

10.27%

NEU.AX

5.93%

NHC.AX

-9.57%

NMG.AX

3%

NEM.AX

4.93%

NWS.AX

0.91%

NXG.AX

4.52%

NXT.AX

5.12%

NHF.AX

1.41%

NCK.AX

4.82%

NIC.AX

3.51%

NEC.AX

2.53%

NST.AX

7.11%

NWH.AX

8.45%

NUF.AX

3.81%

OCL.AX

6.56%

OML.AX

3.74%

OPH.AX

4.85%

OBM.AX

14.29%

ORI.AX

5.06%

ORG.AX

-5.79%

ORA.AX

3.39%

PDN.AX

7.85%

PNR.AX

9.8%

PPC.AX

-0.65%

PPM.AX

4.25%

PRN.AX

6.75%

PPT.AX

2.43%

PCI.AX

1.89%

PRU.AX

5.3%

PXA.AX

1.88%

PNI.AX

7.25%

PL8.AX

3.05%

PLS.AX

0.19%

PGF.AX

2.46%

PNV.AX

4.32%

PDI.AX

11.7%

PMV.AX

5.74%

PME.AX

8.31%

PFP.AX

2.3%

PWH.AX

5.3%

PYC.AX

9.39%

QAN.AX

9.72%

QBE.AX

1.8%

QAL.AX

3.27%

QRI.AX

0%

QUB.AX

0.71%

RMS.AX

10.03%

RHC.AX

2.71%

REA.AX

4.51%

RDX.AX

-0.61%

REH.AX

5.48%

RF1.AX

1.48%

RPL.AX

2.53%

RG1.AX

1.77%

RGN.AX

-0.22%

REG.AX

3.13%

RRL.AX

8.25%

RWC.AX

4.35%

RMD.AX

2.44%

RSG.AX

4.7%

SGLLV.AX

-2.72%

RIC.AX

3.96%

RIO.AX

4.01%

RXR.AX

10.64%

RXL.AX

8.62%

RFF.AX

1.79%

RYM.AX

1.69%

SFR.AX

9.75%

SMI.AX

5.04%

STO.AX

-4.39%

SCG.AX

2.22%

SEK.AX

6.71%

SHV.AX

2.18%

SRV.AX

3.48%

SSM.AX

-1.01%

SGH.AX

4.66%

SHA.AX

5.24%

SIG.AX

1.5%

SLX.AX

11.85%

SGM.AX

6.89%

SDR.AX

13.04%

SKS.AX

6.99%

SKC.AX

4.46%

SIQ.AX

2.23%

SHL.AX

3.26%

S32.AX

0.22%

SX2.AX

3.71%

SXE.AX

9.41%

SPK.AX

1.98%

SRG.AX

5.84%

SBM.AX

10.24%

SGQ.AX

4%

SMR.AX

1.5%

SDF.AX

1.18%

SGP.AX

3.02%

STK.AX

8.75%

SNZ.AX

1.89%

SUN.AX

1.31%

SRL.AX

5.67%

SUL.AX

2.38%

SLC.AX

0.31%

SNL.AX

4.4%

SYL.AX

5.71%

TAH.AX

3.7%

TBN.AX

0%

TEA.AX

3.82%

TNE.AX

7.28%

TLX.AX

2.14%

TLS.AX

-1.02%

TPW.AX

13.63%

A2M.AX

0.65%

TLC.AX

1.1%

SGR.AX

4.35%

TVN.AX

3.17%

TWR.AX

2.19%

TPG.AX

0.74%

TCL.AX

0.73%

TWE.AX

4.76%

TUA.AX

5.65%

TCG.AX

4.92%

TRA.AX

0%

UNI.AX

3.35%

VAU.AX

7.96%

VNT.AX

1.63%

VCX.AX

2.51%

VGN.AX

12.17%

VEA.AX

-8.71%

VUL.AX

8.12%

VSL.AX

7.82%

WA1.AX

7.2%

WGN.AX

-2.88%

WAM.AX

2.37%

WGB.AX

3.17%

WLE.AX

2.16%

SOL.AX

2.09%

WPR.AX

1.06%

WEB.AX

7.49%

WBT.AX

10.32%

WES.AX

3.88%

WAF.AX

3.81%

WGX.AX

11.04%

WBC.AX

2.99%

WHF.AX

0.6%

WHC.AX

-5.69%

WIA.AX

10.34%

WC8.AX

4%

WTC.AX

11.9%

WDS.AX

-10.98%

WOW.AX

-2.64%

WOR.AX

2.79%

XRO.AX

6.24%

YAL.AX

-9.33%

ZIM.AX

5.29%

ZIP.AX

18.86%

POPULAR ETFs Close($) +/- %
A200

ASX 200

149.65

4.03

2.77

SSO

ASX Small Caps

16.09

0.5

3.21

IVV

S&P 500

63.89

0.57

0.9

NDQ

Nasdaq

52.09

0.85

1.66

F100

FTSE 100

15.29

0.19

1.26

ASIA

Asia Tech

15.83

0.91

6.1

IEU

Europe

100.28

2.45

2.5

IEM

Emerging Markets

86.26

3.12

3.75

Gold

Gold

62.46

1.03

1.68

ACDC

Battery Tech

154.63

5.95

4

COMMODITIES Close($) -/+ %
Gold

4,826.44

123.9351

2.64

Silver

77.23

4.2951

5.89

Platinum

2,036.80

79.2478

4.05

Palladium

1,544.90

75.329

5.13

Ice Brent Crude

103.42

-6.35

-5.78

CURRENCIES Close($) -/+ %
Australian Dollar

0.7070

0.0095

1.36

Euro

1.1689

0.0097

0.84

British Pound

1.3431

0.0141

1.06

Canadian Dollar

1.3831

-0.0055

-0.4

New Zealand Dollar

0.5836

0.0106

1.85

Chinese Yuan

6.8271

-0.0296

-0.43

Japanese Yen

158.2700

-1.32

-0.83

image description
 

14 Days trial membership

  • Daily reports
  • Real time SMS alerts
  • Every holding in all our portfolios
  • All our buys and sells
  • Q&A with James Gerrish
Subscribe now

What We're Watching

ASX Resource stocks we own
Code Company Price($) Today 1 Year Return 52 Week Range($)
A1M  

Aic Mines Ltd

0.59

8.26%

84.75%

0.28

0.75

BGL  

Bellevue Gold Ltd

1.86

18.53%

36.68%

0.78

2.00

BHP  

Bhp Group Ltd

54.57

3.12%

53.08%

33.80

59.39

FMG  

Fortescue Ltd

21.18

2.42%

44.41%

13.87

23.38

NHC  

New Hope Corporation Ltd

5.30

-9.49%

71.55%

3.39

6.14

WHC  

Whitehaven Coal Ltd

8.52

-5.91%

108.05%

4.52

9.90

NEM  

Newmont Cdi

172.06

4.93%

0.00%

74.25

190.91

NXG  

Nexgen Ene Cdi

17.09

4.46%

0.00%

6.44

20.47

SFR  

Sandfire Resources Ltd

18.15

9.84%

96.20%

8.15

21.75

10 Top Gainers | <$500m

Code Company Last($) % Chg
AYA

Artrya

3.90

25.4

ZIP

Zip Co

1.99

18.86

FFM

Firefly Metals

2.04

18.66

BGL

Bellevue Gold

1.85

18.37

LRV

Larvotto Resourc

1.25

16.82

BC8

Black Cat Syndic

1.21

16.03

KCN

Kingsgate Consol

5.22

16

FML

Focus Minerals L

2.79

15.56

L1G

L1 Group

1.18

14.56

OBM

Ora Banda Mining

1.32

14.29

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
DRO

Droneshield

3.36

-15.91

ERA

Energy Resources

0.00

-14.29

KAR

Karoon Energy Lt

1.89

-13.53

WDS

Woodside Energy

31.87

-10.98

NHC

New Hope Corpora

5.29

-9.57

YAL

Yancoal Australi

7.48

-9.33

VEA

Viva Energy Grp

2.41

-8.71

BPT

Beach Energy

1.20

-7.5

ORG

Origin Energy

12.05

-5.79

WHC

Whitehaven Coal

8.54

-5.69

OPINION

Latest Market Matters Opinions

Newmont Corp (NEM)

Newmont has extended its April recovery to ~30% after an 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

Read more

The Bottom Line

• We remain bullish equities through 2026, including iron ore stocks. We continue to like BHP for growth and income, FMG for income. Vale looks attractive internationally, and we don’t see CIA as overly compelling at this stage.

Read more
more
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

Back to top