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OPINION
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ANALYSIS

Market Analysis

AAI.AX

4.56%

29M.AX

3.28%

4DX.AX

0.25%

ABG.AX

0.64%

AIS.AX

5.49%

AGL.AX

-0.34%

A1M.AX

3.23%

AIZ.AX

1.64%

ALK.AX

4.09%

A4N.AX

9.76%

ALQ.AX

3.47%

AMC.AX

1.12%

AOV.AX

AMP.AX

-0.83%

AEL.AX

1.98%

ALD.AX

-0.46%

ANN.AX

1.09%

ANZ.AX

-0.31%

APA.AX

0.36%

ARU.AX

3.45%

ARB.AX

2.36%

ARF.AX

ARG.AX

-0.11%

ALL.AX

0.67%

APZ.AX

-0.65%

ASX.AX

0.74%

ALX.AX

AIA.AX

-0.45%

AXQ.AX

-0.6%

AMI.AX

2.33%

AZJ.AX

-0.79%

AFI.AX

AUC.AX

6.56%

ABB.AX

-0.73%

ASB.AX

2.86%

AUB.AX

0.46%

AAC.AX

0.38%

ACL.AX

0.7%

AUI.AX

0.59%

BMN.AX

7.48%

BAP.AX

8.22%

BCI.AX

1.9%

BPT.AX

-0.57%

BGA.AX

-0.78%

BGL.AX

5.43%

BEN.AX

-0.66%

BNZ.AX

7.69%

BHP.AX

3.5%

BOQ.AX

BKI.AX

0.28%

BC8.AX

5.22%

XYZ.AX

6.44%

BSL.AX

4.38%

BOE.AX

8.47%

BXB.AX

1.61%

BVS.AX

-0.62%

BRE.AX

-5.77%

BRG.AX

1.75%

BTR.AX

8.27%

BGP.AX

BFL.AX

0.13%

BWP.AX

-0.84%

CMM.AX

4.42%

CSC.AX

4.41%

CAR.AX

3.57%

CIN.AX

-1.16%

CYL.AX

6.48%

CAT.AX

6.29%

CWP.AX

-0.84%

CNI.AX

6.64%

CIP.AX

COF.AX

CGF.AX

2.07%

CIA.AX

-2.06%

CLW.AX

-1.22%

CHC.AX

-0.22%

CQR.AX

-1.14%

CQE.AX

0.44%

CNU.AX

-1.63%

C79.AX

5.59%

CVL.AX

0.96%

CU6.AX

7.8%

CWY.AX

-6.08%

CBO.AX

4.49%

COH.AX

1.87%

CDA.AX

3.64%

CGS.AX

3.4%

COL.AX

-1.52%

CKF.AX

0.46%

CPU.AX

1.3%

CEN.AX

0.57%

CXO.AX

CCP.AX

1.35%

CMW.AX

CSL.AX

2.84%

CCL.AX

0.83%

CBA.AX

-1.13%

DYL.AX

0.61%

DBI.AX

0.35%

DRR.AX

0.77%

DVP.AX

4.86%

DXI.AX

-0.43%

DXS.AX

0.35%

DDR.AX

3.27%

DGT.AX

7.5%

DJW.AX

1.02%

DMP.AX

-0.79%

DOW.AX

-0.58%

DPM.AX

6.56%

DRO.AX

9.86%

DUR.AX

3.29%

DNL.AX

0.77%

APE.AX

1.34%

EBO.AX

0.91%

ELD.AX

-0.16%

EOS.AX

10.07%

ELV.AX

2.82%

ELS.AX

9.06%

EHL.AX

EMR.AX

5.9%

EDV.AX

DTL.AX

1.35%

EQR.AX

EQT.AX

EUR.AX

10.29%

EVN.AX

3.03%

EVT.AX

-0.07%

FPH.AX

-0.03%

FDC.AX

3.15%

FCL.AX

1.99%

FFM.AX

3.69%

FPR.AX

0.63%

FBU.AX

-1.52%

FLT.AX

2.15%

FML.AX

3.43%

FRS.AX

9.52%

FMG.AX

1.13%

FRW.AX

-0.1%

FGX.AX

0.37%

FGG.AX

0.93%

GLF.AX

GDG.AX

-4.78%

GNE.AX

-3.73%

GMD.AX

4.92%

GNP.AX

2.18%

GMG.AX

0.08%

GPT.AX

-0.65%

GQG.AX

2.9%

GNG.AX

4.45%

GNC.AX

GGP.AX

5.51%

G6M.AX

0.73%

GOZ.AX

-0.78%

GCI.AX

-0.5%

GYG.AX

-0.78%

GWA.AX

2.51%

HSN.AX

2.38%

HVN.AX

0.73%

HGH.AX

-0.99%

HM1.AX

1.47%

HLI.AX

0.97%

HMC.AX

4.6%

HDN.AX

-0.46%

HUB.AX

4.63%

IEL.AX

1.35%

IGO.AX

0.93%

ILU.AX

5.34%

IMD.AX

6.13%

IMR.AX

-1.38%

IFT.AX

-0.67%

INA.AX

-2.22%

ING.AX

-0.95%

IAG.AX

1.06%

IDX.AX

IPG.AX

2.68%

IPX.AX

7.49%

IPH.AX

-0.86%

IRE.AX

0.74%

JHX.AX

4.54%

JBH.AX

1.34%

JDO.AX

0.56%

KAR.AX

0.9%

KLS.AX

0.26%

KCN.AX

5.35%

KKC.AX

GLS.AX

-0.27%

LGF.AX

2.75%

L1G.AX

2.26%

LSF.AX

-0.45%

LFS.AX

-1.27%

LLC.AX

0.42%

LFG.AX

1.6%

360.AX

7.66%

LNW.AX

3.51%

LIN.AX

6.49%

LTR.AX

4.41%

LOV.AX

4.47%

LYL.AX

1.98%

LYC.AX

2.41%

MA1.AX

MAF.AX

5.66%

MGH.AX

14.8%

MAH.AX

5.88%

MQG.AX

1.08%

MAQ.AX

5.12%

MAD.AX

2.21%

MFG.AX

0.59%

MMS.AX

0.22%

MPL.AX

-0.84%

MP1.AX

5.5%

MCY.AX

0.74%

MEZ.AX

-0.66%

MSB.AX

2.58%

MLX.AX

3.34%

MTS.AX

-0.63%

MEI.AX

MXT.AX

2.99%

MFF.AX

0.39%

MIN.AX

0.65%

MI6.AX

7.28%

MIR.AX

-0.43%

MGR.AX

-0.55%

MND.AX

0.46%

MYS.AX

0.2%

NAN.AX

2.14%

NAB.AX

-0.98%

NGI.AX

1.42%

NWL.AX

7.46%

NEU.AX

5.32%

NHC.AX

2.28%

NMG.AX

3.39%

NEM.AX

3.99%

NWS.AX

1.99%

NXG.AX

8.3%

NXT.AX

3.61%

NHF.AX

-1.51%

NCK.AX

1.26%

NIC.AX

-2.13%

NEC.AX

NST.AX

3.25%

NWH.AX

1.46%

NUF.AX

1.98%

NXL.AX

3.82%

OCL.AX

OML.AX

OPH.AX

0.88%

OBM.AX

6.44%

ORI.AX

1.56%

ORG.AX

1.26%

ORA.AX

1.11%

PDN.AX

5.93%

PNR.AX

6.47%

PDI.AX

9.77%

PPC.AX

PPM.AX

0.29%

PRN.AX

4.59%

PPT.AX

0.06%

PCI.AX

0.46%

PRU.AX

4.17%

PXA.AX

3.93%

PNI.AX

5.6%

PL8.AX

PLS.AX

0.34%

PGF.AX

PNV.AX

3.35%

PMV.AX

1.58%

PME.AX

7.43%

PWH.AX

4.92%

PYC.AX

3.24%

QAN.AX

0.73%

QBE.AX

-0.66%

QRI.AX

1.39%

QAL.AX

-0.46%

RMS.AX

3.1%

RHC.AX

1.22%

REA.AX

3.13%

RDX.AX

2.33%

REH.AX

2.78%

RF1.AX

-1.6%

RG1.AX

-0.42%

RPL.AX

0.49%

RGN.AX

-0.9%

REG.AX

2.97%

RRL.AX

3.65%

RWC.AX

-1.69%

RMD.AX

2.26%

RSG.AX

3.24%

SGLLV.AX

0.38%

RIC.AX

0.38%

RIO.AX

1.46%

RXL.AX

RFF.AX

-0.78%

RYM.AX

1.03%

SFR.AX

2.8%

STO.AX

-0.87%

SCG.AX

-0.87%

SEK.AX

0.46%

SHV.AX

-1.93%

SRV.AX

-1.69%

SGH.AX

1.81%

SHA.AX

6.1%

SIG.AX

1.42%

SLX.AX

6.61%

SGM.AX

2.62%

SDR.AX

10.12%

SKS.AX

1.92%

SKC.AX

4.76%

SIQ.AX

0.78%

SHL.AX

0.43%

S32.AX

3.58%

SX2.AX

4.95%

SPK.AX

-0.32%

SRG.AX

0.57%

SSM.AX

0.93%

SBM.AX

8.16%

SMR.AX

2.26%

SDF.AX

-0.17%

SXE.AX

2.29%

SGP.AX

-0.24%

SKG.AX

0.48%

SNZ.AX

4.48%

SUN.AX

0.41%

SRL.AX

12.76%

SUL.AX

0.59%

SLC.AX

1.98%

SNL.AX

2.09%

SYL.AX

0.73%

TAH.AX

3.49%

TEA.AX

5.26%

TNE.AX

4.21%

TLX.AX

4.31%

TLS.AX

-1.04%

TPW.AX

4.22%

A2M.AX

TLC.AX

-0.57%

SGR.AX

TWR.AX

0.74%

TPG.AX

-1.06%

TCL.AX

0.44%

TWE.AX

1.85%

TUA.AX

6.15%

TCG.AX

-1.83%

TRA.AX

UNI.AX

-0.63%

VAU.AX

3.3%

VNT.AX

-0.17%

VCX.AX

-0.84%

VGN.AX

0.4%

VMM.AX

4.82%

VGL.AX

0.45%

VEA.AX

-3.13%

VUL.AX

2.62%

VSL.AX

6.55%

WA1.AX

5.77%

WGN.AX

0.43%

WGB.AX

WLE.AX

-0.78%

WAM.AX

-0.98%

SOL.AX

0.33%

WPR.AX

-0.48%

WQG.AX

0.76%

WEB.AX

3.58%

WBT.AX

17.07%

WES.AX

1.03%

WAF.AX

3.18%

WGX.AX

4.32%

WBC.AX

-1.57%

WHF.AX

0.22%

WHC.AX

1.89%

WIA.AX

3.49%

WTC.AX

9.01%

WDS.AX

-0.66%

WOW.AX

-0.19%

WOR.AX

0.87%

XRO.AX

7.05%

YAL.AX

1.02%

ZIM.AX

-2.05%

ZIP.AX

2.36%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.97	1.33	0.91
SSO ASX Small Caps	13.77	0.34	2.53
IVV S&P 500	74.27	0.64	0.87
NDQ Nasdaq	62.79	0.61	0.98
F100 FTSE 100	15.56	0.28	1.83
ASIA Asia Tech	19.29	0.3	1.58
IEU Europe	96.83	1.42	1.49
IEM Emerging Markets	92.94	0.98	1.07
Gold Gold	54.85	0.4	0.73
ACDC Battery Tech	110.00	1.32	1.21

COMMODITIES	Close($)	-/+	%
Gold	4,176.80	6.5547	0.16
Silver	57.70	0.2633	0.46
Platinum	1,633.94	8.2289	0.51
Palladium	1,128.50	2.4067	0.21
Ice Brent Crude	105.69	-0.37	-0.35
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6958	0.0039	0.56
Euro	1.1254	0.0036	0.32
British Pound	1.3332	0.0059	0.44
Canadian Dollar	1.4155	-0.0028	-0.2
New Zealand Dollar	0.5667	0.0048	0.85
Chinese Yuan	6.6861	-0.0048	-0.07
Japanese Yen	157.9300	-0.05	-0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	3.23%	78.16%	0.42 0.94
BGL	Bellevue Gold Limited	1.46	5.43%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.03	3.5%	33.21%	40.18 68.77
FMG	Fortescue Ltd	15.19	1.13%	-24.29%	15.01 23.38
NHC	New Hope Corporation Ltd	5.84	2.28%	44.19%	3.77 6.61
WHC	Whitehaven Coal Limited	7.54	1.89%	9.63%	6.66 9.90
NEM	Newmont Cdi	166.17	3.99%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.39	8.3%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.55	2.8%	23.93%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WBT	Weebit Nano	2.88	17.07
MGH	Maas Group Holdi	3.80	14.8
SRL	Sunrise Energy	15.73	12.76
EUR	European Lithium	0.38	10.29
SDR	Siteminder	2.72	10.12
EOS	Electro Optic Sy	9.40	10.07
DRO	Droneshield Limi	1.56	9.86
PDI	Pdi Gold	4.38	9.77
A4N	Alpha Hpa	0.45	9.76
FRS	Forrestania Res	0.35	9.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CWY	Cleanaway	2.47	-6.08
BRE	Brazilian Rare	1.96	-5.77
GDG	Generation Devel	2.99	-4.78
GNE	Genesis Energy	1.94	-3.73
VEA	Viva Energy Fpo	3.10	-3.13
INA	Ingenia Communit	3.96	-2.22
NIC	Nickel Industrie	0.69	-2.13
CIA	Champion Iron	2.38	-2.06
ZIM	Zimplats Holding	14.31	-2.05
SHV	Select	4.06	-1.93

OPINION

Latest Market Matters Opinions

16/10/2026 16:56

Broker Moves

• Bank of Queensland Cut to Trim at Morgans Financial Limited • Greatland Resources Raised to Hold at Moelis & Company; PT A$11 • Ora Banda Mining Raised to Buy at Moelis & Company; PT A$1.55 • Paladin Energy Raised to Accumulate at Ord Minnett; PT A$8.50 • Bluescope Raised to Overweight at Barrenjoey; PT A$35.50 • Southern Cross Electrical Raised to Buy at Shaw and Partners • Jumbo Interactive Raised to Buy at Bell Potter; PT A$8 • Southern Cross Electrical Raised to Buy at Argonaut Securities • NRW Holdings Raised to Buy at Argonaut Securities; PT A$8.30 • GenusPlus Rated New Buy at Argonaut Securities; PT A$13

16/10/2026 16:55

What Mattered Today

The local market staged a broad recovery today as technology and materials stocks bounced back from heavy losses, supported by easing concerns around the global AI thematic, triggering renewed buying across oversold sectors though weakness in banks and consumer staples limited the advance.

ACTION

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Market Matters Content

Fund Friday: How to position for a broadening of the rally if bond yields have peaked?

Morning report 16/10/2026

Afternoon Report

The Match Out: ASX jumps as beaten-up tech and miners lead recovery

Afternoon report 16/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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