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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4.46%

4DX.AX

-0.65%

ABG.AX

-1.04%

ASK.AX

-2.16%

AIS.AX

6.82%

AGL.AX

-0.89%

A1M.AX

-2.14%

AGI.AX

5.99%

AIZ.AX

-4.05%

AAI.AX

6.15%

ALK.AX

1.29%

A4N.AX

-2.5%

ALQ.AX

1.7%

AMC.AX

1.51%

AOV.AX

1.03%

AMP.AX

-3.59%

ALD.AX

2.34%

ANN.AX

0.86%

ANZ.AX

1.34%

APA.AX

-0.2%

ARU.AX

2.73%

ARB.AX

-3.01%

ARF.AX

-1.59%

ARG.AX

-0.67%

ALL.AX

0.01%

AYA.AX

-0.64%

APZ.AX

1.22%

ASX.AX

-0.51%

ALX.AX

-0.1%

AUB.AX

-0.29%

AIA.AX

0.22%

AMI.AX

AZJ.AX

0.83%

ABB.AX

2.08%

ASB.AX

-1.63%

AAC.AX

-1.51%

AFI.AX

-0.15%

AUI.AX

-0.91%

BOQ.AX

-0.33%

BMN.AX

8.33%

BCI.AX

BPT.AX

-1.36%

BGA.AX

-0.19%

BGL.AX

-0.16%

BEN.AX

0.49%

BNZ.AX

4.71%

BHP.AX

2.34%

BKI.AX

-1.12%

BC8.AX

XYZ.AX

-1.7%

BSL.AX

4.75%

BMC.AX

12.41%

BOE.AX

7.97%

BXB.AX

-1.18%

BVS.AX

-4.23%

BRE.AX

-0.84%

BRG.AX

-0.11%

BGP.AX

BFL.AX

0.36%

BWP.AX

1.21%

CMM.AX

-2.64%

CSC.AX

0.29%

CAR.AX

-0.89%

CIN.AX

CYL.AX

-2.54%

CAT.AX

-4.81%

CWP.AX

0.61%

CNI.AX

0.26%

CIP.AX

-0.51%

COF.AX

-0.84%

CHN.AX

4.11%

CGF.AX

0.39%

CIA.AX

-0.78%

CHI.AX

CHC.AX

1.15%

CLW.AX

-0.59%

CQR.AX

0.27%

CQE.AX

-1.42%

CNU.AX

-0.44%

C79.AX

-0.41%

CVL.AX

0.14%

CU6.AX

-3.18%

CWY.AX

1.09%

CBO.AX

-1.01%

COH.AX

-2.06%

CDA.AX

-1.14%

COL.AX

1.09%

CKF.AX

-2.04%

CBA.AX

1.1%

CPU.AX

0.43%

CEN.AX

0.13%

CXO.AX

1.59%

CCP.AX

0.61%

CMW.AX

-0.6%

CSL.AX

-0.64%

CCL.AX

DBI.AX

-0.63%

DTL.AX

-0.95%

DTR.AX

-1.47%

DYL.AX

8.11%

DRR.AX

0.79%

DVP.AX

-1.55%

DXS.AX

-1.21%

DXI.AX

-0.42%

DDR.AX

1.42%

DGT.AX

4.02%

DJW.AX

-0.71%

DMP.AX

-3.56%

DOW.AX

-0.25%

DPM.AX

0.09%

DRO.AX

-4.05%

DUR.AX

0.77%

DNL.AX

2.17%

APE.AX

0.35%

EBO.AX

-1.98%

EIQ.AX

-3.28%

ELD.AX

-1.4%

EOS.AX

-4%

ELV.AX

0.56%

ELS.AX

-5.55%

EHL.AX

EMR.AX

1.08%

EDV.AX

0.53%

ERA.AX

EQR.AX

9.3%

EUR.AX

0.52%

EVN.AX

1.29%

EVT.AX

0.42%

FCL.AX

0.6%

FFM.AX

FPH.AX

-0.82%

FPR.AX

-1.25%

FBU.AX

0.38%

FLT.AX

-1.54%

FML.AX

-2.91%

FRS.AX

-4.42%

FMG.AX

-0.78%

FRW.AX

2.8%

FGX.AX

1.13%

FGG.AX

0.89%

GLN.AX

-5.15%

GLF.AX

GDG.AX

0.36%

GNE.AX

GMD.AX

-0.34%

GNP.AX

-2.82%

GMG.AX

0.89%

GPT.AX

0.21%

GQG.AX

-1.06%

GNG.AX

-1.31%

GNC.AX

1.73%

GGP.AX

-0.11%

GOZ.AX

-0.24%

GCI.AX

0.24%

GYG.AX

-3.39%

GWA.AX

HSN.AX

-2.85%

HVN.AX

-3.67%

HGH.AX

-0.95%

HM1.AX

-2.75%

HLI.AX

1.1%

HMC.AX

0.68%

HDN.AX

HUB.AX

-1.08%

IEL.AX

-3.78%

IGO.AX

-0.42%

ILU.AX

1.95%

IMD.AX

-0.49%

IMR.AX

-2.01%

IFT.AX

-0.86%

INA.AX

6.02%

ING.AX

-4.37%

IAG.AX

-0.07%

IDX.AX

-3.3%

IPG.AX

0.33%

IPX.AX

-0.67%

IPH.AX

IRE.AX

-2.37%

JHX.AX

1.97%

JBH.AX

-2.13%

JDO.AX

-0.69%

JMS.AX

-2.78%

KAR.AX

2.03%

KLS.AX

0.71%

KCN.AX

-8.18%

KKC.AX

0.24%

GLS.AX

0.84%

LGF.AX

4.64%

L1G.AX

-2.87%

LSF.AX

1.83%

LRV.AX

1.78%

LFS.AX

-0.54%

LLC.AX

-6.51%

LFG.AX

1.59%

360.AX

-2.67%

LIC.AX

-0.59%

LNW.AX

0.04%

LIN.AX

-6.15%

LTR.AX

-2.6%

LOV.AX

-5.25%

LYL.AX

0.8%

LYC.AX

3.59%

MA1.AX

0.38%

MAF.AX

-0.32%

MGH.AX

1.98%

MAH.AX

-0.77%

MQG.AX

0.47%

MAQ.AX

MAD.AX

-0.97%

MFG.AX

-0.12%

MAU.AX

MMS.AX

-0.32%

MPL.AX

-0.21%

MP1.AX

MCY.AX

2.3%

MEZ.AX

-1.34%

MSB.AX

-1.22%

MLX.AX

-0.45%

MTS.AX

-2.33%

MEI.AX

2.78%

MOT.AX

-0.87%

MXT.AX

MFF.AX

1.21%

MIN.AX

0.7%

MI6.AX

MIR.AX

0.4%

MGR.AX

-0.31%

MND.AX

0.66%

MYS.AX

-1.81%

NAN.AX

-1.56%

NAB.AX

0.59%

NGI.AX

0.82%

NWL.AX

-1.88%

NEU.AX

-1.67%

NHC.AX

1.45%

NEM.AX

-0.25%

NWS.AX

-1.01%

NXG.AX

8.92%

NXT.AX

5.47%

NHF.AX

-0.16%

NCK.AX

-0.25%

NIC.AX

0.23%

NEC.AX

-1.34%

NST.AX

5.09%

NWH.AX

-1.79%

NUF.AX

1.94%

NXL.AX

-1.95%

OCL.AX

-5.39%

OML.AX

-10%

OPH.AX

-1.51%

OBM.AX

-0.91%

ORI.AX

1.19%

ORG.AX

-0.23%

ORA.AX

0.4%

PDN.AX

11.38%

PNR.AX

1.83%

PPC.AX

-0.91%

PPM.AX

-0.59%

PRN.AX

0.48%

PPT.AX

-0.32%

PCI.AX

0.46%

PRU.AX

-0.58%

PXA.AX

0.09%

PNI.AX

0.06%

PL8.AX

0.18%

PLS.AX

-1.6%

PGF.AX

-0.66%

PNV.AX

-4.07%

PDI.AX

-1.28%

PMV.AX

0.16%

PME.AX

0.27%

PWH.AX

1.31%

PYC.AX

-1.52%

QAN.AX

-0.22%

QBE.AX

0.02%

QAL.AX

-0.37%

QRI.AX

-0.64%

QUB.AX

-0.1%

RMS.AX

-0.9%

RHC.AX

0.25%

REA.AX

0.03%

RDX.AX

-0.15%

REH.AX

1.13%

RF1.AX

-0.56%

RPL.AX

-4.8%

RG1.AX

-0.22%

RGN.AX

-0.67%

REG.AX

-2.06%

RRL.AX

0.4%

RWC.AX

0.16%

RMD.AX

-1.23%

RSG.AX

-0.41%

SGLLV.AX

3.58%

RIC.AX

0.54%

RIO.AX

1.89%

RXL.AX

1.72%

RFF.AX

-1.03%

RYM.AX

SFR.AX

1.93%

SMI.AX

-2.56%

STO.AX

0.45%

SCG.AX

-0.68%

SEK.AX

-0.49%

SHV.AX

-3.96%

SRV.AX

1.27%

SSM.AX

SGH.AX

1.7%

SHA.AX

-2.6%

SIG.AX

0.87%

SLX.AX

9.37%

SGM.AX

4.38%

SDR.AX

-2.96%

SKS.AX

-5.13%

SIQ.AX

-0.95%

SHL.AX

0.13%

S32.AX

2.07%

SX2.AX

4.44%

SXE.AX

-2.48%

SPK.AX

-0.8%

SRG.AX

1.78%

SBM.AX

-1.64%

SMR.AX

1.99%

SDF.AX

-0.87%

SGP.AX

-0.92%

SNZ.AX

-0.15%

SUN.AX

0.32%

SRL.AX

-0.4%

SUL.AX

-1.22%

SLC.AX

1.4%

SNL.AX

-1.99%

SYL.AX

-0.37%

TAH.AX

-0.31%

TEA.AX

0.12%

TNE.AX

0.52%

TLX.AX

-3.01%

TLS.AX

-0.58%

TPW.AX

-4.15%

A2M.AX

-1.46%

TLC.AX

-0.57%

SGR.AX

-1.01%

TVN.AX

1.72%

TWR.AX

TPG.AX

0.14%

TCL.AX

0.37%

TWE.AX

0.85%

TUA.AX

5.5%

TCG.AX

TRA.AX

VAU.AX

0.34%

VNT.AX

-0.79%

VCX.AX

0.41%

VGN.AX

1.33%

VEA.AX

1.87%

VUL.AX

-2.34%

VSL.AX

-2.32%

VYS.AX

13.69%

WA1.AX

4.31%

WGN.AX

-4.44%

WAM.AX

-0.32%

WGB.AX

1.83%

WLE.AX

SOL.AX

0.55%

WPR.AX

0.21%

WQG.AX

1.05%

WEB.AX

-2.57%

WBT.AX

0.56%

WES.AX

1.17%

WAF.AX

-0.78%

WGX.AX

-0.1%

WBC.AX

0.93%

WHF.AX

-0.42%

WHC.AX

1.22%

WIA.AX

-3.57%

WC8.AX

-2.78%

WTN.AX

-3.08%

WTC.AX

-2.15%

WDS.AX

0.05%

WOW.AX

1.98%

WOR.AX

0.31%

XRO.AX

-3.97%

YAL.AX

0.36%

ZIM.AX

2.14%

ZIP.AX

1.24%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.46	1.18	0.81
SSO ASX Small Caps	16.06	0.02	0.12
IVV S&P 500	70.77	0.25	0.35
NDQ Nasdaq	63.06	0.48	0.77
F100 FTSE 100	14.79	0.03	0.2
ASIA Asia Tech	23.43	0.23	0.99
IEU Europe	100.94	0.33	0.33
IEM Emerging Markets	99.63	1.13	1.15
Gold Gold	57.06	-0.69	-1.19
ACDC Battery Tech	182.59	4.08	2.29

COMMODITIES	Close($)	-/+	%
Gold	4,471.16	-13.425	-0.3
Silver	74.79	-0.3245	-0.43
Platinum	1,927.25	-9.5	-0.49
Palladium	1,369.00	-0.7524	-0.05
Ice Brent Crude	95.94	0.96	1.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7168	-0.001	-0.14
Euro	1.1622	-0.0009	-0.08
British Pound	1.3458	-0.0007	-0.05
Canadian Dollar	1.3848	0.0009	0.07
New Zealand Dollar	0.5913	-0.0012	-0.2
Chinese Yuan	6.7671	0.0049	0.07
Japanese Yen	159.8800	-0.01	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	-2.5%	108.96%	0.30 0.75
BGL	Bellevue Gold Ltd	1.53	-0.65%	63.30%	0.78 2.00
BHP	Bhp Group Ltd	64.87	2.37%	67.73%	35.52 63.58
FMG	Fortescue Ltd	22.16	-0.76%	48.87%	14.31 23.38
NHC	New Hope Corporation Ltd	5.95	1.54%	58.81%	3.63 6.14
WHC	Whitehaven Coal Ltd	9.12	1.28%	63.93%	5.31 9.90
NEM	Newmont Cdi	151.84	-0.3%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	17.10	8.99%	0.00%	9.60 20.47
SFR	Sandfire Resources Ltd	20.40	1.98%	75.13%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
VYS	Vysarn	0.96	13.69
BMC	Bmc Minerals Cdi	3.26	12.41
PDN	Paladin Energy	11.84	11.38
SLX	Silex Systems	6.42	9.37
EQR	Eq Resources	0.24	9.3
NXG	Nexgen Ene Cdi	17.09	8.92
BMN	Bannerman Energy	3.77	8.33
DYL	Deep Yellow	1.63	8.11
BOE	Boss Energy	1.36	7.97
AIS	Aeris Resources	0.47	6.82

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
OML	Ooh!media	1.22	-10
KCN	Kingsgate Consol	5.50	-8.18
LLC	Lendlease Group	2.52	-6.51
LIN	Lindian Resource	0.84	-6.15
ELS	Elsight	7.32	-5.55
OCL	Objective Corpor	10.89	-5.39
LOV	Lovisa Holdings	21.30	-5.25
GLN	Galan Lithium	0.46	-5.15
SKS	Sks Technologies	8.88	-5.13
CAT	Catapult Sports	3.76	-4.81

OPINION

Latest Market Matters Opinions

03/06/2026 09:31

International Equities Portfolio

The Market Matters International Equities Portfolio is a high-conviction direct international equities portfolio that targets well-known global brands – Click here to view

03/06/2026 09:30

JB Hi-Fi (ASX: JBH) $71.02

JBH and a number of other discretionary retail stocks were under pressure yesterday following the Fair Work Commission’s decision to lift minimum and award wages by 4.75% from 1 July. The move impacts around 2.8 million workers and has clear implications for labour-intensive sectors such as retail, hospitality and services.

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Ask James ASK A QUESTION

Ask James

Question asked 28/05/2026

BetaShares Nasdaq 100 ETF (ASX: NDQ) and SpaceX inclusion

Hi guys, It is my understanding that the Nasdaq in recent weeks made amendments to the rules for the Nasdaq 100 index to “fact track” SpaceX entry on to the index. How and when would an ETF like NDQ reflect such an inclusion? SpaceX free float is actually very low (I believe no more than 8%), but the market cap is large (money wise). Is there a risk of funds having to rotate from other sectors/stocks to cover the weight of SpaceX in the index? Lastly, I read your response about Pengana Private Equity Trust as a vehicle to gain exposure to the IPO. It appears to me that the recent share price appreciation is driven by SpaceX interest as the rest of the investments are a bit of a black box. It seems very speculative and prone to dilution post IPO, in my humble opinion. What do you think? Thanks for your responses. Angela What is MM advice regarding SpaceX IPO? Should we be attempting to join the chorus of interest in buying shares directly? Or maybe we can buy into a fund or ETF that contains SpaceX holding. Or just stay out of it! Sandy

Ask James

Question asked 28/05/2026

Catapult Sports Ltd (ASX: CAT)

Hi team, you are doing an excellent job in helping us navigate the stock market. I would like your thoughts on CAT. CAT announced FY26 results on 20/5; the stock was up 17% on that date, closing at $3.39, and reached a high of $3.885 on the next day (21/5). CAT was down 6.16% today (25/5), closing at $3.35. Do you know the reason for today’s big fall?

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