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Opinion + Action

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

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.13%

4DX.AX

1.35%

ABG.AX

-2.92%

AIS.AX

AGL.AX

1.93%

A1M.AX

-2%

AIZ.AX

-1.43%

AAI.AX

0.82%

ALK.AX

-0.63%

A4N.AX

-0.93%

ALQ.AX

-1.64%

AMC.AX

-1.03%

AOV.AX

2.07%

AMP.AX

2.17%

ALD.AX

1.11%

ANN.AX

1.37%

ANZ.AX

-0.53%

APA.AX

0.3%

ARU.AX

2.33%

ARB.AX

1.94%

ARF.AX

0.43%

ARG.AX

1.2%

ALL.AX

-1.69%

AYA.AX

-4.85%

APZ.AX

6.75%

ASX.AX

0.21%

ALX.AX

0.62%

AUB.AX

0.44%

AIA.AX

AXQ.AX

5.8%

AMI.AX

-3.8%

AZJ.AX

-2.68%

AUC.AX

24.41%

ABB.AX

-1.2%

ASB.AX

-2.53%

AAC.AX

ACL.AX

5.19%

AEF.AX

-0.23%

AFI.AX

0.73%

AUI.AX

BOQ.AX

-0.47%

BMN.AX

4.72%

BCI.AX

BPT.AX

3.43%

BGA.AX

-0.17%

BGL.AX

-1.61%

BEN.AX

-5.29%

BNZ.AX

2.92%

BHP.AX

2.65%

BKI.AX

1.06%

BC8.AX

-1.36%

XYZ.AX

-3.29%

BSL.AX

-4.37%

BOE.AX

0.66%

BXB.AX

-1.07%

BVS.AX

-4.94%

BRE.AX

-9.09%

BRG.AX

-2.96%

BGP.AX

BFL.AX

BWP.AX

-1.83%

CMM.AX

-2.73%

CSC.AX

-2.25%

CAR.AX

-1.66%

CIN.AX

CYL.AX

-2.29%

CAT.AX

-2.22%

CWP.AX

CNI.AX

-0.34%

CIP.AX

-1.64%

COF.AX

CHN.AX

-2.18%

CGF.AX

6.5%

CIA.AX

-2.61%

CHC.AX

-2.62%

CLW.AX

-0.55%

CQR.AX

-1.7%

CQE.AX

-0.4%

CNU.AX

-0.25%

C79.AX

-1.2%

CVL.AX

-0.79%

CU6.AX

-0.77%

CWY.AX

-0.75%

CUV.AX

5.82%

CBO.AX

3.13%

COH.AX

7.58%

CDA.AX

-3.1%

COL.AX

-1.24%

CKF.AX

-1.48%

CBA.AX

-1.44%

CPU.AX

-1.93%

CEN.AX

0.27%

CXO.AX

-1.33%

CCP.AX

0.53%

CMW.AX

-1.19%

CSL.AX

17.25%

CCL.AX

1.15%

DBI.AX

0.56%

DTL.AX

-0.8%

DYL.AX

1.01%

DRR.AX

3.08%

DVP.AX

-1.82%

DXS.AX

0.17%

DXI.AX

DDR.AX

-2.23%

DGT.AX

-0.7%

DJW.AX

1.01%

DMP.AX

-1.72%

DOW.AX

0.13%

DPM.AX

0.76%

DRO.AX

-4.34%

DUR.AX

1.83%

DNL.AX

APE.AX

-0.22%

EBO.AX

1.96%

EIQ.AX

-1.61%

ELD.AX

0.53%

EOS.AX

-4.25%

ELV.AX

-5.45%

ELS.AX

-5.58%

EHL.AX

-3.92%

EMR.AX

-1.06%

EDV.AX

-2.56%

EQR.AX

1.61%

EQT.AX

21.55%

EUR.AX

-3.33%

EVN.AX

-1.73%

EVT.AX

-0.28%

FDC.AX

FCL.AX

4.6%

FFM.AX

-0.79%

FPH.AX

-0.51%

FPR.AX

0.95%

FBU.AX

-0.32%

FLT.AX

-1.09%

FML.AX

-2.96%

FRS.AX

-1.37%

FMG.AX

-0.39%

FRW.AX

FGX.AX

0.37%

FGG.AX

GLF.AX

GDG.AX

-0.26%

GNE.AX

GMD.AX

-2.27%

GNP.AX

-2.07%

GMG.AX

3.04%

GPT.AX

-4%

GQG.AX

0.34%

GNG.AX

-3.97%

GNC.AX

1.47%

GGP.AX

-0.56%

G6M.AX

4.57%

GOZ.AX

-1.85%

GCI.AX

0.49%

GYG.AX

0.37%

GWA.AX

-6.25%

HSN.AX

0.47%

HVN.AX

0.87%

HGH.AX

HM1.AX

-1.64%

HLI.AX

HMC.AX

-0.66%

HDN.AX

0.87%

HUB.AX

-7.25%

IEL.AX

-1.37%

IGO.AX

-2.45%

ILU.AX

-1.25%

IMD.AX

1.63%

IMR.AX

4.02%

IFT.AX

-0.48%

INA.AX

-0.71%

ING.AX

2.27%

IAG.AX

-0.62%

IDX.AX

1.35%

IPG.AX

-2.84%

IPX.AX

-7.34%

IPH.AX

-0.95%

IRE.AX

-8.44%

JHX.AX

-2.83%

JBH.AX

0.63%

JDO.AX

16.94%

JMS.AX

1.89%

KAR.AX

2.57%

KLS.AX

-1.92%

KCN.AX

-3.2%

KKC.AX

GLS.AX

-0.99%

LGF.AX

2.2%

L1G.AX

2.11%

LSF.AX

0.42%

LRV.AX

4.64%

LFS.AX

0.56%

LLC.AX

-2.44%

LFG.AX

-0.62%

360.AX

-8.17%

LIC.AX

-1.63%

LNW.AX

-3.37%

LIN.AX

-4.27%

LTR.AX

-7.31%

LOV.AX

-1.2%

LYL.AX

-1.88%

LYC.AX

-0.72%

MA1.AX

-0.25%

MAF.AX

MGH.AX

-0.7%

MAH.AX

-8.59%

MQG.AX

-1.99%

MAQ.AX

-1.56%

MAD.AX

1.43%

MFG.AX

-0.37%

MMS.AX

0.1%

MPL.AX

-0.59%

MP1.AX

-2.75%

MCY.AX

-0.36%

MEZ.AX

MSB.AX

-2.04%

MLX.AX

-2.93%

MTS.AX

-0.97%

MEI.AX

-4.88%

MOT.AX

0.62%

MXT.AX

0.26%

MFF.AX

MIN.AX

-3.84%

MI6.AX

0.65%

MIR.AX

-0.78%

MGR.AX

0.29%

MND.AX

-0.19%

MYS.AX

-1.47%

NAN.AX

2.54%

NAB.AX

-0.66%

NGI.AX

1.56%

NWL.AX

-2.96%

NEU.AX

0.39%

NHC.AX

1.43%

NMG.AX

NEM.AX

-0.48%

NWS.AX

-1.43%

NXG.AX

3.52%

NXT.AX

-0.54%

NHF.AX

-0.54%

NCK.AX

-0.8%

NIC.AX

-1.8%

NEC.AX

1.04%

NST.AX

-3.1%

NWH.AX

-2.07%

NUF.AX

1.69%

NXL.AX

-0.67%

OCL.AX

-2.47%

OML.AX

-0.3%

OPH.AX

2.06%

OBM.AX

-0.36%

ORI.AX

ORG.AX

ORA.AX

0.35%

PDN.AX

1.8%

PNR.AX

-3.19%

PPC.AX

PPM.AX

-1.12%

PRN.AX

-3.38%

PPT.AX

-1.34%

PCI.AX

0.91%

PRU.AX

-1.59%

PXA.AX

0.38%

PNI.AX

PL8.AX

1.4%

PLS.AX

-3.14%

PGF.AX

-0.88%

PNV.AX

4.46%

PDI.AX

PMV.AX

-2.43%

PME.AX

11.88%

PWH.AX

-2.91%

PYC.AX

0.47%

QAN.AX

-2.42%

QBE.AX

-0.04%

QAL.AX

-0.91%

QRI.AX

RMS.AX

-1.91%

RHC.AX

-0.36%

REA.AX

0.7%

RDX.AX

-0.78%

REH.AX

0.29%

RF1.AX

0.54%

RPL.AX

1.38%

RG1.AX

-1.45%

RGN.AX

-2.12%

REG.AX

0.98%

RRL.AX

-1.32%

RWC.AX

24.65%

RMD.AX

-1.64%

RSG.AX

-0.86%

SGLLV.AX

-0.92%

RIC.AX

2.39%

RIO.AX

-0.55%

RXL.AX

6.8%

RFF.AX

RYM.AX

1.73%

SFR.AX

-2.02%

SMI.AX

-1.85%

STO.AX

0.75%

SCG.AX

-1.87%

SEK.AX

-2.65%

SHV.AX

2.78%

SRV.AX

SSM.AX

0.8%

SGH.AX

-0.86%

SHA.AX

2.42%

SIG.AX

-1.69%

SLX.AX

-0.76%

SGM.AX

-11.04%

SDR.AX

1.82%

SKS.AX

-7.85%

SKC.AX

-3.85%

SIQ.AX

-0.99%

SHL.AX

0.92%

S32.AX

-2.03%

SX2.AX

0.4%

SXE.AX

0.22%

SPK.AX

0.94%

SRG.AX

9.39%

SBM.AX

1.68%

SMR.AX

0.77%

SDF.AX

0.53%

SGP.AX

-3.11%

SKG.AX

-1.29%

SNZ.AX

1.21%

SUN.AX

-1.87%

SRL.AX

-1.9%

SUL.AX

1.13%

SLC.AX

-1.27%

SNL.AX

-2.78%

SYL.AX

3.68%

TAH.AX

-1.11%

TEA.AX

1.43%

TNE.AX

-1.38%

TLX.AX

1.88%

TLS.AX

-1.46%

TPW.AX

-1.75%

A2M.AX

8.58%

TLC.AX

-0.93%

SGR.AX

3.7%

TVN.AX

2.08%

THL.AX

1.74%

TWR.AX

0.33%

TPG.AX

-1.39%

TCL.AX

-1.14%

TWE.AX

-3.65%

TUA.AX

-4.98%

TCG.AX

1.41%

TRA.AX

UNI.AX

-0.54%

VAU.AX

-2.28%

VNT.AX

-0.68%

VCX.AX

-2.27%

VGN.AX

-0.74%

VGL.AX

-2.98%

VEA.AX

1.82%

VUL.AX

-6.44%

VSL.AX

VYS.AX

-2.21%

WA1.AX

-0.71%

WGN.AX

-3.94%

WAM.AX

0.97%

WGB.AX

0.45%

WLE.AX

SOL.AX

-0.68%

WPR.AX

-2.02%

WQG.AX

0.95%

WEB.AX

1.72%

WBT.AX

-2.69%

WES.AX

-0.73%

WAF.AX

-1.14%

WGX.AX

WBC.AX

-1.17%

WHF.AX

0.6%

WHC.AX

WIA.AX

2.27%

WC8.AX

-4.71%

WTC.AX

2.56%

WDS.AX

0.94%

WOW.AX

-1.82%

WOR.AX

0.46%

XRO.AX

0.78%

YAL.AX

-0.51%

ZIM.AX

-3.09%

ZIP.AX

-6.67%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.29	-0.04	-0.03
SSO ASX Small Caps	15.01	0.02	0.13
IVV S&P 500	72.30	-0.61	-0.84
NDQ Nasdaq	60.83	-0.84	-1.36
F100 FTSE 100	15.36	0	0
ASIA Asia Tech	20.17	-0.59	-2.84
IEU Europe	99.27	-0.57	-0.57
IEM Emerging Markets	94.00	-1.57	-1.64
Gold Gold	56.62	0.15	0.27
ACDC Battery Tech	130.18	-2.82	-2.12

COMMODITIES	Close($)	-/+	%
Gold	4,395.28	-19.9099	-0.45
Silver	65.09	-0.7118	-1.08
Platinum	1,744.77	-25.3722	-1.43
Palladium	1,319.50	-14	-1.05
Ice Brent Crude	91.10	2.58	2.91
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7106	0.0003	0.04
Euro	1.1575	-0.0002	-0.02
British Pound	1.3525	-0.0018	-0.13
Canadian Dollar	1.3868	-0.0005	-0.04
New Zealand Dollar	0.5879	-0.0021	-0.36
Chinese Yuan	6.7419	0.002	0.03
Japanese Yen	159.6500	0.22	0.14

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.74	-2%	138.10%	0.30 0.85
BGL	Bellevue Gold Limited	1.53	-1.61%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	63.85	2.65%	48.24%	39.30 65.98
FMG	Fortescue Ltd	17.68	-0.39%	-10.53%	17.44 23.38
NHC	New Hope Corporation Ltd	5.69	1.43%	23.57%	3.77 6.17
WHC	Whitehaven Coal Limited	7.76	0%	11.98%	5.94 9.90
NEM	Newmont Cdi	166.72	-0.48%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	15.30	3.52%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	20.85	-2.02%	74.71%	11.85 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
RWC	Reliance Worldwi	4.50	24.65
AUC	Ausgold	1.33	24.41
EQT	Eqt Holdings	21.04	21.55
CSL	Csl	157.82	17.25
JDO	Judo Capital Hol	1.07	16.94
PME	Pro Medicus	196.75	11.88
SRG	Srg Global	3.96	9.39
A2M	The A2 Milk Comp	7.09	8.58
COH	Cochlear	141.20	7.58
RXL	Rox Resources	0.55	6.8

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SGM	Sims	22.97	-11.04
BRE	Brazilian Rare	4.30	-9.09
MAH	Macmahon Holding	0.91	-8.59
IRE	Iress	6.40	-8.44
360	Life360 Inc.	22.49	-8.17
SKS	Sks Technologies	8.57	-7.85
IPX	Iperionx	3.28	-7.34
LTR	Liontown	1.21	-7.31
HUB	Hub24	79.94	-7.25
ZIP	Zip Co	2.52	-6.67

OPINION

Latest Market Matters Opinions

18/08/2026 17:06

CSL Ltd (ASX: CSL) $157.82

CSL +17.25%: surged after delivering a better-than-feared FY26 result, with revenue strength across all three divisions and underlying earnings ahead of expectations. The key positive was CSL Behring, particularly immunoglobulins, while FY27 guidance also landed in line with consensus.

18/08/2026 17:05

HUB24 (ASX: HUB) $79.94

HUB -7.25%: fell today despite HUB delivering another year of strong growth, with FUA, revenue, EBITDA and profit all materially higher. However, the recent softer momentum we saw at the quarterly led to a weaker than hoped second half, particularly within the core Platform business.

ACTION

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Market Matters Content

What Matters Today: Is Australian retail’s downturn just beginning?

Morning report 18/08/2026

Afternoon Report

The Match Out: ASX steadies as CSL posts best day in decades, BHP beats on copper strength

Afternoon report 18/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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Latest View Points

SRG

COH

CSL

PME

HUB

BHP

ALB US

TTD US

SUL

WES

LOV

HVN

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Morning Report

What Matters Today: Is Australian retail’s downturn just beginning?

Morning report 18/08/2026

Afternoon Report

The Match Out: ASX steadies as CSL posts best day in decades, BHP beats on copper strength

Afternoon report 18/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

Latest View Points

SRG

COH

CSL

PME

HUB

BHP

ALB US

TTD US

SUL

WES

LOV

HVN

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Opinion + Action