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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-5.23%

ABG.AX

-0.49%

ASK.AX

-0.35%

A1G.AX

AGL.AX

-1.49%

AIZ.AX

-4.11%

AAI.AX

1.25%

ALK.AX

-2.21%

A4N.AX

-2.19%

ALQ.AX

-1.03%

AMC.AX

-0.88%

AOV.AX

-2.58%

AMP.AX

-0.69%

AEL.AX

5.64%

ALD.AX

1.27%

ANN.AX

-1.32%

ANZ.AX

0.25%

APA.AX

-0.1%

ARU.AX

7.25%

ARB.AX

-1.89%

ARF.AX

-1.44%

ARG.AX

0.23%

ALL.AX

-4.21%

AYA.AX

-1.72%

APZ.AX

-0.42%

ASX.AX

-1.27%

ALX.AX

-0.41%

AUB.AX

-4.55%

AIA.AX

0.3%

AZJ.AX

AUC.AX

-4.15%

ABB.AX

-1.49%

ASB.AX

-4.67%

AAC.AX

-2.23%

AFG.AX

1.53%

AFI.AX

-0.3%

AUI.AX

-0.09%

ASG.AX

-0.4%

BOQ.AX

-0.45%

BMN.AX

0.46%

BCI.AX

1.28%

BPT.AX

-0.84%

BGA.AX

-4.28%

BGL.AX

-3.01%

BEN.AX

0.38%

BNZ.AX

-2.87%

BHP.AX

-1.3%

BKI.AX

BC8.AX

-6.5%

XYZ.AX

-0.18%

BSL.AX

1.35%

BOE.AX

-0.63%

BXB.AX

-0.91%

BVS.AX

-3.81%

BRE.AX

-1.37%

BRG.AX

-2.2%

BGP.AX

BFL.AX

0.48%

BWP.AX

-0.52%

CMM.AX

0.35%

CSC.AX

-1.43%

CAR.AX

-1.23%

CIN.AX

-2.14%

CYL.AX

-3.97%

CAT.AX

-2.94%

CWP.AX

-1.36%

CNI.AX

1.2%

CIP.AX

-1.33%

COF.AX

-0.53%

CHN.AX

-0.32%

CGF.AX

-0.48%

CIA.AX

CHI.AX

2.51%

CHC.AX

-0.45%

CLW.AX

-1.41%

CQR.AX

-0.52%

CQE.AX

-2.21%

CNU.AX

0.37%

C79.AX

-2.76%

CVL.AX

2.02%

CU6.AX

-5.14%

CWY.AX

-3.91%

CBO.AX

COH.AX

-2.36%

CDA.AX

1.99%

COL.AX

0.09%

CKF.AX

-0.85%

CBA.AX

0.88%

CPU.AX

-1.25%

CEN.AX

0.92%

CXO.AX

CCP.AX

-0.28%

CMW.AX

2.6%

CSL.AX

-2.22%

CCL.AX

DBI.AX

0.74%

DTL.AX

0.5%

DTR.AX

-7.84%

DYL.AX

3.88%

DRR.AX

0.74%

DVP.AX

-1.59%

DXS.AX

-0.81%

DXI.AX

-0.81%

DDR.AX

-1.85%

DGT.AX

3.46%

DUI.AX

DJW.AX

1.75%

DMP.AX

-10.7%

DOW.AX

-0.95%

DPM.AX

-2.5%

DRO.AX

-4.23%

DUR.AX

-3.72%

DNL.AX

-1.24%

APE.AX

-0.43%

EBO.AX

0.06%

EIQ.AX

-13.97%

ELD.AX

-3.57%

EOS.AX

-5.27%

ELV.AX

6.29%

ELS.AX

4.33%

EHL.AX

-1.61%

EMR.AX

-2.67%

EDV.AX

-0.29%

ERA.AX

EQR.AX

1.72%

EQT.AX

-0.5%

EUR.AX

45.61%

EVN.AX

-2.98%

EVT.AX

-3.45%

FCL.AX

1.83%

FFM.AX

-3.65%

FPH.AX

0.55%

FPR.AX

-1.26%

FBU.AX

FLT.AX

-1.41%

FML.AX

-3.45%

FRS.AX

-2.88%

FMG.AX

1.72%

FRW.AX

FGX.AX

0.74%

FGG.AX

0.31%

GLN.AX

3.85%

GLF.AX

0.21%

GDG.AX

0.27%

GNE.AX

1.03%

GMD.AX

-2.34%

GTK.AX

4.7%

GNP.AX

-1.27%

GMG.AX

-1.77%

GPT.AX

-0.42%

GQG.AX

1.85%

GNG.AX

-3.63%

GNC.AX

-4.81%

GGP.AX

-0.42%

GOZ.AX

-0.45%

GCI.AX

GYG.AX

-3.12%

GWA.AX

-0.5%

HSN.AX

-0.99%

HVN.AX

-1.76%

HGH.AX

-1.06%

HM1.AX

1.05%

HLI.AX

0.19%

HMC.AX

HDN.AX

-0.4%

HUB.AX

0.17%

IEL.AX

-3.7%

IGO.AX

2.32%

ILU.AX

3.33%

IMD.AX

-2.19%

IMR.AX

-0.5%

IFT.AX

INA.AX

-1.24%

ING.AX

-1.26%

IFL.AX

IAG.AX

IDX.AX

-1.35%

IPG.AX

-3.68%

IPX.AX

3.51%

IPH.AX

-0.84%

IRE.AX

-1.76%

JHX.AX

-0.19%

JBH.AX

0.22%

JDO.AX

1.75%

JMS.AX

-3.57%

KAR.AX

-1.38%

KLS.AX

0.52%

KCN.AX

0.96%

KKC.AX

0.48%

GLS.AX

0.53%

LGF.AX

-0.48%

L1G.AX

3.9%

LSF.AX

-1.67%

LRV.AX

-3.93%

LFS.AX

-1.08%

LLC.AX

-0.6%

LFG.AX

-1.16%

360.AX

-4.46%

LIC.AX

1.91%

LNW.AX

-3.27%

LIN.AX

-2.29%

LTR.AX

3.95%

LOV.AX

-1.68%

LYL.AX

-0.16%

LYC.AX

3.48%

MA1.AX

MAF.AX

-0.14%

MGH.AX

MAH.AX

-4.49%

MQG.AX

-0.07%

MAQ.AX

-1.07%

MAD.AX

-2.05%

MFG.AX

0.41%

MAU.AX

-1.02%

MMS.AX

-0.57%

MPL.AX

-1.3%

MP1.AX

-4.39%

MCY.AX

0.55%

MEZ.AX

-1.3%

MSB.AX

0.47%

MLX.AX

MTS.AX

-1.42%

MEI.AX

MOT.AX

0.59%

MXT.AX

MFF.AX

0.44%

MIN.AX

MI6.AX

-3.31%

MIR.AX

-1.53%

MGR.AX

-0.87%

MND.AX

0.45%

MYS.AX

2.49%

NAN.AX

-4.89%

NAB.AX

-0.07%

NGI.AX

2.08%

NWL.AX

-0.84%

NEU.AX

-2.21%

NHC.AX

1.55%

NMG.AX

-2%

NEM.AX

-4.5%

NWS.AX

0.81%

NXG.AX

0.12%

NXT.AX

-1.7%

NHF.AX

0.93%

NCK.AX

-1.06%

NIC.AX

NEC.AX

-0.53%

NST.AX

-2.89%

NWH.AX

-0.66%

NUF.AX

1.27%

NXL.AX

4.04%

OCL.AX

-1.73%

OBL.AX

5.45%

OPH.AX

-0.78%

OBM.AX

-4.22%

ORI.AX

-1.23%

ORG.AX

-3.87%

ORA.AX

0.35%

PDN.AX

0.58%

PNR.AX

-11.29%

PPC.AX

-1.6%

PPM.AX

-3.13%

PRN.AX

-2.07%

PPT.AX

1.91%

PCI.AX

0.92%

PRU.AX

-1.43%

PXA.AX

-0.81%

PNI.AX

-1.4%

PL8.AX

0.37%

PLS.AX

3.04%

PGF.AX

PNV.AX

-1.5%

PDI.AX

3.14%

PMV.AX

-1.04%

PME.AX

-1.53%

PFP.AX

-3%

PWH.AX

-3.3%

PYC.AX

-0.38%

QAN.AX

-0.83%

QBE.AX

-1.16%

QAL.AX

QRI.AX

QUB.AX

-0.4%

RMS.AX

-1.87%

RHC.AX

REA.AX

-1.85%

RDX.AX

-1.18%

REH.AX

0.59%

RF1.AX

-0.58%

RPL.AX

-1.27%

RG1.AX

RGN.AX

-0.43%

REG.AX

-1.51%

RRL.AX

-2.83%

RWC.AX

3.62%

RMD.AX

0.69%

RSG.AX

-5.81%

SGLLV.AX

0.47%

RIC.AX

RIO.AX

-0.47%

RXL.AX

RFF.AX

RYM.AX

-7.89%

SFR.AX

-2.9%

SMI.AX

-8.15%

STO.AX

1.18%

SCG.AX

-0.82%

SEK.AX

-2.97%

SHV.AX

-1.3%

SRV.AX

-0.3%

SSM.AX

-1.52%

SGH.AX

-1.88%

SHA.AX

-0.33%

SIG.AX

-0.72%

SLX.AX

-0.16%

SGM.AX

-0.34%

SDR.AX

-2.58%

SKS.AX

-3.25%

SKC.AX

-1.89%

SIQ.AX

1.25%

SHL.AX

-0.1%

S32.AX

-1.82%

SX2.AX

-1.72%

SXE.AX

-2.43%

SPK.AX

SRG.AX

-2.73%

SBM.AX

-3.03%

SGQ.AX

3.85%

SMR.AX

0.45%

SDF.AX

-2.1%

SGP.AX

-2.16%

SNZ.AX

-2.76%

SUN.AX

SRL.AX

2.24%

SUL.AX

-1.15%

SLC.AX

0.6%

SNL.AX

-3.69%

SYL.AX

0.84%

TAH.AX

-0.45%

TEA.AX

-1.95%

TNE.AX

-0.9%

TLX.AX

0.34%

TLS.AX

-0.94%

TPW.AX

-1.85%

A2M.AX

-1.09%

TLC.AX

-1.26%

SGR.AX

TVN.AX

TWR.AX

1.86%

TPG.AX

-0.47%

TCL.AX

-0.5%

TWE.AX

-2.46%

TUA.AX

-2.67%

TCG.AX

-3.23%

UNI.AX

0.14%

VAU.AX

-2.92%

VNT.AX

-1.15%

VCX.AX

-1.19%

VGN.AX

-1.81%

VEA.AX

3.46%

VUL.AX

1.58%

VSL.AX

-2.75%

WA1.AX

-0.5%

WGN.AX

-0.23%

WAM.AX

0.29%

WGB.AX

2.13%

WLE.AX

0.38%

SOL.AX

-0.02%

WPR.AX

-1.21%

WQG.AX

1.96%

WEB.AX

-0.74%

WBT.AX

-6.26%

WES.AX

-2.1%

WAF.AX

-6.88%

WGX.AX

-1.13%

WBC.AX

-0.92%

WHF.AX

-0.41%

WHC.AX

3.9%

WIA.AX

-2.86%

WC8.AX

0.93%

WTN.AX

WTC.AX

-1.91%

WDS.AX

0.84%

WOW.AX

-0.5%

WOR.AX

-0.85%

XRO.AX

-1.95%

YAL.AX

3.56%

ZIM.AX

0.06%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.57	-0.77	-0.53
SSO ASX Small Caps	15.87	-0.13	-0.81
IVV S&P 500	66.50	-0.05	-0.08
NDQ Nasdaq	55.95	-0.26	-0.46
F100 FTSE 100	14.68	-0.13	-0.88
ASIA Asia Tech	17.63	-0.1	-0.56
IEU Europe	98.00	-0.91	-0.92
IEM Emerging Markets	89.37	-0.46	-0.51
Gold Gold	59.14	-1.14	-1.89
ACDC Battery Tech	170.50	0.76	0.45

COMMODITIES	Close($)	-/+	%
Gold	4,629.80	-52.0501	-1.11
Silver	73.54	-1.955	-2.59
Platinum	1,952.46	-29.99	-1.51
Palladium	1,447.81	-29.0866	-1.97
Ice Brent Crude	108.30	2.97	2.82
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7177	-0.0007	-0.1
Euro	1.1701	-0.0015	-0.13
British Pound	1.3504	-0.0026	-0.19
Canadian Dollar	1.3646	0.0023	0.17
New Zealand Dollar	0.5890	-0.0015	-0.25
Chinese Yuan	6.8352	0.0124	0.18
Japanese Yen	159.4700	0.08	0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	-1.63%	70.83%	0.30 0.75
BGL	Bellevue Gold Ltd	1.61	-3.01%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	55.43	-1.3%	47.56%	35.52 59.39
FMG	Fortescue Ltd	20.11	1.72%	27.38%	14.31 23.38
NHC	New Hope Corporation Ltd	5.25	1.55%	42.03%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.00	3.9%	59.75%	4.78 9.90
NEM	Newmont Cdi	158.69	-4.5%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.19	0.12%	0.00%	7.91 20.47
SFR	Sandfire Resources Ltd	16.72	-2.9%	72.37%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EUR	European Lithium	0.42	45.61
ARU	Arafura Rare Ear	0.37	7.25
ELV	Elevra Lithium	13.69	6.29
AEL	Amplitude Energy	1.78	5.64
OBL	Omni Bridgeway	1.74	5.45
GTK	Gentrack Group	4.90	4.7
ELS	Elsight	6.99	4.33
NXL	Nuix	1.55	4.04
MIN	Mineral Resource	61.37	4
LTR	Liontown	2.37	3.95

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EIQ	Echoiq	0.99	-13.97
PNR	Pantoro Gold	3.38	-11.29
DMP	Domino's Pizza E	15.85	-10.7
SMI	Santana Minerals	0.62	-8.15
RYM	Ryman Healthcare	1.75	-7.89
DTR	Dateline Resourc	0.24	-7.84
WAF	West African Res	2.98	-6.88
BC8	Black Cat Syndic	1.15	-6.5
WBT	Weebit Nano	4.04	-6.26
RSG	Resolute Mining	1.22	-5.81

OPINION

Latest Market Matters Opinions

28/04/2026 16:53

Broker Moves

• Computershare Raised to Equal-Weight at Morgan Stanley • Insurance Australia Cut to Underweight at Morgan Stanley • Magellan Financial Raised to Equal-Weight at Morgan Stanley • National Storage Raised to Equal-Weight at Morgan Stanley • Deep Yellow Raised to Speculative Buy at Argonaut Securities • Whitehaven Raised to Overweight at Morgan Stanley; PT A$9.75 • MMG Raised to Buy at HSBC; PT HK$11.20 • Webjet Group Cut to Neutral at Goldman; PT 62 Australian cents • Brookside Energy Rated New Buy at Fundamental Research • Atlas Arteria Cut to Negative at Evans & Partners Pty Ltd

28/04/2026 16:53

IperionX (ASX:IPX) $4.42

IPX +3.51%: provided update at its Virginia titanium manufacturing campus transitions from commissioning into continuous production, marking a key step toward commercial scale.

ACTION

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Market Matters Content

Macro Monday, on Tuesday: S&P 500 and Nasdaq Reach Record Highs despite Iran

Morning report 28/04/2026

Afternoon Report

The Match Out: ASX falls, braces for tomorrow’s CPI print

Afternoon report 28/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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