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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.28%

4DX.AX

2.96%

ABG.AX

-0.48%

ASK.AX

-0.69%

AX1.AX

1.99%

AIS.AX

-0.99%

A1G.AX

1.57%

AGL.AX

2.19%

A1M.AX

-4.17%

AIZ.AX

AAI.AX

-1.78%

ALK.AX

A4N.AX

-2.48%

ALQ.AX

-0.41%

AMC.AX

-3.52%

AOV.AX

1.57%

AMP.AX

0.41%

AEL.AX

ALD.AX

8.53%

ANN.AX

0.66%

ANZ.AX

-0.45%

APA.AX

-0.22%

ARU.AX

ARB.AX

0.25%

ARF.AX

1.5%

ARG.AX

0.56%

ALL.AX

0.74%

APZ.AX

-0.5%

AAR.AX

7.55%

ASX.AX

-0.02%

ALX.AX

AUB.AX

1.76%

AIA.AX

-1.59%

AMI.AX

3.33%

AZJ.AX

-0.74%

AUC.AX

3.4%

ABB.AX

0.61%

ASB.AX

1.58%

AAC.AX

AEF.AX

0.62%

AFG.AX

3.62%

AFI.AX

1.33%

AUI.AX

0.09%

ASG.AX

-1.75%

BOQ.AX

2.2%

BMN.AX

0.68%

BCI.AX

BPT.AX

-0.44%

BGA.AX

2.82%

BGL.AX

-2.01%

BEN.AX

0.29%

BNZ.AX

9.47%

BHP.AX

-0.95%

BKI.AX

0.87%

BC8.AX

1.01%

XYZ.AX

3.61%

BSL.AX

-0.68%

BOE.AX

BXB.AX

-1.37%

BVS.AX

4.39%

BRE.AX

0.57%

BRG.AX

0.1%

BFL.AX

0.96%

BWP.AX

0.52%

CMM.AX

-3.06%

CSC.AX

CAR.AX

CIN.AX

0.27%

CYL.AX

-2.1%

CAT.AX

10.3%

CWP.AX

-0.34%

CNI.AX

-2.21%

CIP.AX

-0.63%

COF.AX

1.49%

CHN.AX

-0.26%

CGF.AX

0.25%

CIA.AX

0.4%

CHI.AX

CHC.AX

0.71%

CLW.AX

CQR.AX

-0.5%

CQE.AX

1.43%

CNU.AX

-0.75%

C79.AX

0.11%

CVL.AX

0.59%

CU6.AX

11.58%

CWY.AX

CUV.AX

5.52%

CBO.AX

COH.AX

-0.45%

CDA.AX

1.86%

COL.AX

0.09%

CKF.AX

CBA.AX

0.44%

CPU.AX

1.53%

CEN.AX

-1.93%

CXO.AX

8.51%

CRN.AX

6.06%

CCP.AX

1.56%

CMW.AX

CSL.AX

2.54%

CCL.AX

0.25%

DBI.AX

-1.59%

DTL.AX

3.11%

DTR.AX

-2.7%

DYL.AX

-2.38%

DRR.AX

-0.48%

DVP.AX

-0.92%

DXS.AX

0.47%

DXI.AX

0.8%

DDR.AX

0.94%

DGT.AX

4.55%

DUI.AX

0.8%

DJW.AX

0.7%

DMP.AX

1.19%

DOW.AX

-1.22%

DPM.AX

1.41%

DRO.AX

10.12%

DUR.AX

4.09%

DNL.AX

2.1%

APE.AX

-0.37%

EBO.AX

-2.27%

ELD.AX

-1.21%

EOS.AX

-3.07%

ELV.AX

0.14%

ELS.AX

EHL.AX

-0.38%

EMR.AX

-0.75%

EDV.AX

2.86%

ERA.AX

EQR.AX

-4.41%

EQT.AX

-0.48%

EVN.AX

-2.12%

EVT.AX

-1.18%

FCL.AX

2.55%

FFM.AX

1.49%

FPH.AX

0.09%

FPR.AX

0.79%

FBU.AX

1.38%

FLT.AX

2.79%

FML.AX

-0.88%

FRS.AX

2.24%

FMG.AX

2.05%

FRW.AX

FGX.AX

0.36%

FGG.AX

-0.31%

GLF.AX

GDG.AX

2.63%

GNE.AX

GMD.AX

-4.23%

GTK.AX

3.53%

GNP.AX

-3.41%

GMG.AX

2.39%

GPT.AX

1.87%

GQG.AX

6.34%

GNG.AX

0.23%

GNC.AX

1.48%

GGP.AX

-1.06%

GOZ.AX

1.4%

GCI.AX

0.5%

GYG.AX

0.63%

GWA.AX

HSN.AX

0.6%

HVN.AX

0.18%

HGH.AX

-0.46%

HM1.AX

2.63%

HLI.AX

0.33%

HMC.AX

2.07%

HDN.AX

-0.4%

HUB.AX

1.18%

IEL.AX

3.13%

IGO.AX

1.94%

ILU.AX

IMD.AX

1.16%

IMM.AX

7.04%

IMR.AX

-0.25%

IFT.AX

0.99%

INA.AX

ING.AX

-0.75%

IFL.AX

0.21%

IAG.AX

1.86%

IDX.AX

-1.65%

IPG.AX

-1.37%

IPX.AX

9.46%

IPH.AX

-0.29%

IRE.AX

2.34%

JHX.AX

0.61%

JBH.AX

-0.39%

JDO.AX

0.32%

JIN.AX

-3.34%

JMS.AX

1.72%

KAR.AX

-0.55%

KLS.AX

-1.99%

KCN.AX

0.29%

KKC.AX

0.49%

GLS.AX

1.77%

L1G.AX

0.42%

LSF.AX

3.04%

LRV.AX

1.09%

LFS.AX

LLC.AX

-0.51%

LFG.AX

0.55%

360.AX

5.69%

LIC.AX

0.42%

LNW.AX

2.42%

LIN.AX

15.27%

LTR.AX

2.31%

LOT.AX

-2.21%

LOV.AX

-1.96%

LYL.AX

LYC.AX

0.48%

MA1.AX

0.25%

MAF.AX

0.36%

MGH.AX

2.08%

MAH.AX

-3.47%

MQG.AX

3.83%

MAQ.AX

2.08%

MAD.AX

4.58%

MFG.AX

10.45%

MAU.AX

MMS.AX

1.45%

MPL.AX

-0.46%

MEK.AX

MP1.AX

3.26%

MCY.AX

-3.8%

MEZ.AX

-1.46%

MSB.AX

7.92%

MTM.AX

5.84%

MLX.AX

1.46%

MTS.AX

-0.31%

MEI.AX

7.69%

MOT.AX

0.28%

MXT.AX

1.3%

MFF.AX

0.64%

MGX.AX

-3.33%

MIN.AX

0.63%

MI6.AX

-4.26%

MIR.AX

1.87%

MGR.AX

0.52%

MND.AX

-4.61%

MYR.AX

-1.47%

MYS.AX

1.15%

NAN.AX

3.94%

NAB.AX

1.39%

NSR.AX

NGI.AX

NWL.AX

2.06%

NEU.AX

2.67%

NHC.AX

-1.77%

NMG.AX

-3.03%

NEM.AX

-1.27%

NWS.AX

1.48%

NXG.AX

3.18%

NXT.AX

3.38%

NHF.AX

-2.09%

NCK.AX

1.6%

NIC.AX

-1.57%

NEC.AX

2.01%

NST.AX

-1.9%

NWH.AX

NUF.AX

0.48%

NXL.AX

1.96%

OCL.AX

0.63%

OML.AX

2.11%

OPH.AX

0.73%

OBM.AX

4.8%

ORI.AX

1.85%

ORG.AX

0.17%

ORA.AX

-0.48%

PDN.AX

2.23%

PNR.AX

-1.63%

PPC.AX

-1.43%

PPM.AX

0.91%

PRN.AX

-1.32%

PPT.AX

0.79%

PCI.AX

PRU.AX

-1.53%

PXA.AX

2.17%

PNI.AX

4.79%

PL8.AX

-1.72%

PLS.AX

1.48%

PGF.AX

PNV.AX

5.11%

PDI.AX

0.51%

PMV.AX

0.08%

PME.AX

4.56%

PFP.AX

1.69%

PWH.AX

1.75%

PYC.AX

1.02%

QAN.AX

QBE.AX

-3.53%

QAL.AX

QRI.AX

0.65%

QUB.AX

-0.2%

RMS.AX

-1.77%

RHC.AX

2.9%

REA.AX

RDX.AX

2.89%

REH.AX

0.32%

RF1.AX

6.27%

RPL.AX

1.37%

RG1.AX

2.68%

RGN.AX

-0.45%

REG.AX

-2.46%

RRL.AX

-1.74%

RWC.AX

1.29%

RMD.AX

0.8%

RSG.AX

0.33%

SGLLV.AX

0.47%

RIC.AX

1.03%

RIO.AX

1.16%

RXR.AX

0.13%

RXL.AX

-1.82%

RFF.AX

-0.47%

RYM.AX

SFR.AX

0.05%

SMI.AX

2.96%

STO.AX

0.97%

SCG.AX

-0.54%

SEK.AX

1.99%

SHV.AX

-1.06%

SRV.AX

-1.7%

SSM.AX

-2.01%

SGH.AX

-0.95%

SHA.AX

-0.9%

SIG.AX

1.45%

SLX.AX

3.97%

SGM.AX

0.79%

SDR.AX

3.97%

SKC.AX

5.11%

SIQ.AX

-5.04%

SHL.AX

0.83%

S32.AX

1.54%

SX2.AX

-0.8%

SXE.AX

4.32%

SVM.AX

6.51%

SPK.AX

0.52%

SRG.AX

-1.48%

SBM.AX

0.6%

SMR.AX

-1.35%

SDF.AX

2.87%

SGP.AX

0.21%

STK.AX

4.55%

SNZ.AX

0.11%

SUN.AX

1.93%

SRL.AX

-6.63%

SUL.AX

1.58%

SLC.AX

0.35%

SNL.AX

0.98%

SYL.AX

-6.02%

TAH.AX

-1.46%

TEA.AX

3.86%

TNE.AX

4.41%

TLX.AX

6.55%

TLS.AX

TPW.AX

A2M.AX

3.23%

TLC.AX

-0.74%

SGR.AX

TVN.AX

2.6%

TWR.AX

-1.95%

TPG.AX

-2.47%

TCL.AX

-1.46%

TWE.AX

2.83%

TUA.AX

1.62%

TCG.AX

1.33%

USL.AX

5.08%

UNI.AX

VAU.AX

-1.97%

VNT.AX

1.59%

VCX.AX

-0.85%

VGN.AX

-1.67%

VEA.AX

11.89%

VUL.AX

2.89%

VSL.AX

8.73%

WA1.AX

WGN.AX

1.85%

WAM.AX

2.98%

WGB.AX

WLE.AX

2.17%

SOL.AX

1.04%

WPR.AX

-0.4%

WEB.AX

1.75%

WBT.AX

11.74%

WES.AX

-0.66%

WAF.AX

1.84%

WGX.AX

-2.56%

WBC.AX

0.58%

WHF.AX

-0.96%

WHC.AX

4.32%

WIA.AX

1.74%

WC8.AX

1.25%

WTC.AX

7.14%

WDS.AX

-0.98%

WOW.AX

-0.06%

WOR.AX

2.89%

XRO.AX

4.26%

YAL.AX

1.12%

ZIM.AX

5.33%

ZIP.AX

9.88%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.20	1.2	0.81
SSO ASX Small Caps	16.65	0.19	1.15
IVV S&P 500	64.82	0.3	0.46
NDQ Nasdaq	52.39	0.7	1.35
F100 FTSE 100	15.01	0.07	0.47
ASIA Asia Tech	15.22	0.45	3.05
IEU Europe	98.83	0.49	0.5
IEM Emerging Markets	84.27	1.73	2.1
Gold Gold	67.20	-0.32	-0.47
ACDC Battery Tech	143.30	4.78	3.45

COMMODITIES	Close($)	-/+	%
Gold	5,085.54	-49.779	-0.97
Silver	82.01	-1.396	-1.67
Platinum	2,131.00	-17.5	-0.81
Palladium	1,630.00	-44.5	-2.66
Ice Brent Crude	82.58	1.18	1.45
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7015	-0.0058	-0.82
Euro	1.1579	-0.0051	-0.44
British Pound	1.3327	-0.0045	-0.34
Canadian Dollar	1.3677	0.0036	0.26
New Zealand Dollar	0.5895	-0.0043	-0.72
Chinese Yuan	6.8912	-0.0057	-0.08
Japanese Yen	157.6800	0.65	0.41

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.69	-4.17%	89.47%	0.28 0.75
BGL	Bellevue Gold Ltd	1.71	-2.01%	49.36%	0.78 2.00
BHP	Bhp Group Ltd	55.15	-0.95%	41.03%	33.25 59.39
FMG	Fortescue Ltd	19.39	2.05%	17.65%	13.18 23.38
NHC	New Hope Corporation Ltd	4.99	-1.77%	26.68%	3.33 5.13
WHC	Whitehaven Coal Ltd	8.70	4.32%	43.05%	4.26 9.59
NEM	Newmont Cdi	169.68	-1.27%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.86	3.18%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	18.90	0.05%	77.37%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LIN	Lindian Resource	0.76	15.27
VEA	Viva Energy Grp	2.07	11.89
WBT	Weebit Nano	4.76	11.74
CU6	Clarity Pharmace	3.47	11.58
MFG	Magellan Financi	10.57	10.45
CAT	Catapult Sports	3.64	10.3
DRO	Droneshield	3.70	10.12
ZIP	Zip Co	1.78	9.88
BNZ	Benz Mining-cdi	3.12	9.47
IPX	Iperionx	7.29	9.46

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	8.31	-6.63
SYL	Symal Group	2.34	-6.02
SIQ	Smartgroup Corpo	8.29	-5.04
MND	Monadelphous Gro	30.22	-4.61
EQR	Eq Resources	0.33	-4.41
MI6	Minerals 260	0.68	-4.26
GMD	Genesis Minerals	7.25	-4.23
A1M	Aic Mines	0.69	-4.17
MCY	Mercury Nz	5.32	-3.8
QBE	Qbe Insurance Gr	20.80	-3.53

OPINION

Latest Market Matters Opinions

05/03/2026 17:25

Broker Moves

• Arafura Rare Earths Rated New Neutral at Barrenjoey • Bannerman Energy Rated New Neutral at Barrenjoey; PT A$4.70 • Qantas Raised to Outperform at RBC; PT A$11.25

05/03/2026 17:24

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Market Matters Content

What Matters Today: Are the “short sellers” right to focus on consumer stocks?

Morning report 05/03/2026

Afternoon Report

The Match Out: Tech feels some love as the ASX bounces back

Afternoon report 05/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/02/2026

Perenti Ltd (PRN) and Service Stream (SSM)

Hi James & Team Can I have your view on Perenti & Service Stream now they have reported. Would you continue to hold? Do you see PRN share price recovering from the hit it took? Some Brokers have Price Targets on SSM of $2.50 & $2.85. (currently $2.09) regards Debbie

Ask James

Question asked 28/02/2026

Is it time to cut Worley Ltd (WOR)

Hi MM Team, Worley's share price seems to have been gradually declining over the past 2 years and I have been patiently waiting for their strategy to turn this around. The latest results have triggered a further slump in the share price which is now down to $11.23. Do you think the market has had an over reaction to the results and the share price should bounce back or is it time to cut Worley and look else where? Thanks for the insightful commentary and advice. Peter

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