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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-3.9%

ABG.AX

ASK.AX

0.18%

AIS.AX

-0.59%

AGL.AX

-2.23%

A1M.AX

-0.79%

AGI.AX

AIZ.AX

1.41%

AAI.AX

2.02%

ALK.AX

0.66%

A4N.AX

-7.14%

ALQ.AX

-0.27%

AMC.AX

-0.66%

AOV.AX

0.49%

AMP.AX

-0.16%

AEL.AX

5.98%

ALD.AX

-2.12%

ANN.AX

-0.62%

ANZ.AX

0.62%

APA.AX

-1.12%

ARU.AX

-4.46%

ARB.AX

0.82%

ARF.AX

-0.46%

ARG.AX

-0.11%

ALL.AX

-2.86%

AYA.AX

-4.25%

APZ.AX

-0.63%

ASX.AX

-12.33%

ALX.AX

0.31%

AUB.AX

0.36%

AIA.AX

-0.15%

AMI.AX

AZJ.AX

-0.36%

ABB.AX

0.1%

ASB.AX

5.29%

AAC.AX

-1.14%

AFI.AX

0.15%

AUI.AX

0.55%

BOQ.AX

0.48%

BMN.AX

-3.49%

BCI.AX

-4.23%

BPT.AX

-1.57%

BGA.AX

-1.56%

BGL.AX

-0.16%

BEN.AX

1.06%

BNZ.AX

-2.01%

BHP.AX

-0.3%

BKI.AX

-0.28%

BC8.AX

4.96%

XYZ.AX

-0.79%

BSL.AX

-1.03%

BMC.AX

-5.88%

BOE.AX

-2.69%

BXB.AX

-0.12%

BVS.AX

-5.26%

BRE.AX

-1.1%

BRG.AX

0.67%

BGP.AX

BFL.AX

1.21%

BWP.AX

0.26%

CMM.AX

0.21%

CSC.AX

2.37%

CAR.AX

0.5%

CIN.AX

0.73%

CYL.AX

-1.99%

CAT.AX

2.69%

CWP.AX

0.74%

CNI.AX

1.16%

CIP.AX

0.17%

COF.AX

-0.55%

CHN.AX

-3.07%

CGF.AX

-4.97%

CIA.AX

-0.4%

CHI.AX

CHC.AX

-1.45%

CLW.AX

-0.28%

CQR.AX

-0.26%

CQE.AX

-0.4%

CNU.AX

-1.1%

C79.AX

-0.16%

CVL.AX

-0.89%

CU6.AX

-4.06%

CWY.AX

1.1%

CBO.AX

-1.52%

COH.AX

0.11%

CDA.AX

1.77%

COL.AX

-0.42%

CKF.AX

0.82%

CBA.AX

0.21%

CPU.AX

0.09%

CEN.AX

2.86%

CXO.AX

CCP.AX

-0.72%

CMW.AX

1.83%

CSL.AX

-0.26%

CCL.AX

1.91%

DBI.AX

-1.45%

DTL.AX

0.24%

DTR.AX

-3.75%

DYL.AX

-2.69%

DRR.AX

1.08%

DVP.AX

5.3%

DXS.AX

DXI.AX

DDR.AX

-0.39%

DGT.AX

-0.19%

DJW.AX

-0.71%

DMP.AX

1.74%

DOW.AX

-0.06%

DPM.AX

0.51%

DRO.AX

1.6%

DUR.AX

9.19%

DNL.AX

APE.AX

1.78%

EBO.AX

-2.46%

EIQ.AX

ELD.AX

-4.73%

EOS.AX

1.59%

ELV.AX

-8.33%

ELS.AX

0.34%

EHL.AX

0.71%

EMR.AX

-1.62%

EDV.AX

-0.48%

ERA.AX

EQR.AX

1.02%

EUR.AX

-1.15%

EVN.AX

-1.06%

EVT.AX

0.75%

FCL.AX

-5.28%

FFM.AX

0.73%

FPH.AX

7.56%

FPR.AX

0.35%

FBU.AX

1.76%

FLT.AX

-3.31%

FML.AX

-1.52%

FRS.AX

-2.48%

FMG.AX

-0.07%

FRW.AX

0.09%

FGX.AX

-0.38%

FGG.AX

-0.61%

GLF.AX

-1.08%

GDG.AX

-2.21%

GNE.AX

-0.99%

GMD.AX

-2.34%

GNP.AX

1.37%

GMG.AX

-2.05%

GPT.AX

-0.21%

GQG.AX

-2.33%

GNG.AX

5.76%

GNC.AX

4.39%

GGP.AX

-1.44%

GOZ.AX

0.47%

GCI.AX

0.97%

GYG.AX

-3.93%

GWA.AX

0.95%

HSN.AX

-0.21%

HVN.AX

-0.11%

HGH.AX

HM1.AX

-1.05%

HLI.AX

HMC.AX

1.42%

HDN.AX

0.2%

HUB.AX

-1.2%

IEL.AX

1.48%

IGO.AX

0.92%

ILU.AX

-0.75%

IMD.AX

-0.95%

IMR.AX

-1.54%

IFT.AX

-5.9%

INA.AX

-0.13%

ING.AX

-0.25%

IAG.AX

-2.27%

IDX.AX

-0.96%

IPG.AX

0.56%

IPX.AX

-3.69%

IPH.AX

-0.65%

IRE.AX

-0.69%

JHX.AX

-1.11%

JBH.AX

-1.71%

JDO.AX

JMS.AX

1.92%

KAR.AX

-1.13%

KLS.AX

2.57%

KCN.AX

2.56%

KKC.AX

-0.24%

GLS.AX

-2.51%

LGF.AX

-1.53%

L1G.AX

-2.31%

LSF.AX

3.79%

LRV.AX

-3.41%

LFS.AX

-1.63%

LLC.AX

-0.18%

LFG.AX

-0.31%

360.AX

-0.95%

LIC.AX

1.57%

LNW.AX

-1.17%

LIN.AX

1.72%

LTR.AX

1.11%

LOV.AX

0.81%

LYL.AX

1.77%

LYC.AX

-0.82%

MA1.AX

0.38%

MAF.AX

-2.18%

MGH.AX

0.4%

MAH.AX

0.83%

MQG.AX

-1.33%

MAQ.AX

-3.02%

MAD.AX

-0.12%

MFG.AX

-0.35%

MAU.AX

-1.02%

MMS.AX

-1.14%

MPL.AX

-0.93%

MP1.AX

0.59%

MCY.AX

-0.87%

MEZ.AX

1.06%

MSB.AX

-2.83%

MLX.AX

-2.45%

MTS.AX

-0.49%

MEI.AX

-1.35%

MOT.AX

MXT.AX

-0.13%

MFF.AX

-0.2%

MIN.AX

-0.28%

MI6.AX

-1.16%

MIR.AX

-1.21%

MGR.AX

-0.44%

MND.AX

0.87%

MYS.AX

1.59%

NAN.AX

0.32%

NAB.AX

-0.38%

NGI.AX

-1.2%

NWL.AX

-3.69%

NEU.AX

-1.52%

NHC.AX

-2.95%

NEM.AX

-2.57%

NWS.AX

-0.19%

NXG.AX

-1.11%

NXT.AX

-1.95%

NHF.AX

-0.58%

NCK.AX

0.88%

NIC.AX

NEC.AX

1.62%

NST.AX

-1.26%

NWH.AX

3.61%

NUF.AX

OCL.AX

0.1%

OML.AX

-0.37%

OPH.AX

2.64%

OBM.AX

-0.18%

ORI.AX

-0.93%

ORG.AX

-2.34%

ORA.AX

0.19%

PDN.AX

-3.18%

PNR.AX

-2.15%

PPC.AX

-1.91%

PE1.AX

-1.31%

PPM.AX

-0.31%

PRN.AX

1.18%

PPT.AX

-1.74%

PCI.AX

0.46%

PRU.AX

-0.37%

PXA.AX

-6.71%

PNI.AX

-1.06%

PL8.AX

0.55%

PLS.AX

-0.31%

PGF.AX

-0.34%

PNV.AX

-3.74%

PDI.AX

-2.4%

PMV.AX

0.43%

PME.AX

-0.65%

PFP.AX

0.83%

PWH.AX

1.5%

PYC.AX

2.61%

QAN.AX

-0.44%

QBE.AX

-0.2%

QAL.AX

-0.34%

QRI.AX

0.32%

QUB.AX

-0.1%

RMS.AX

-1.03%

RHC.AX

-0.83%

REA.AX

-0.24%

RDX.AX

-0.66%

REH.AX

-0.51%

RF1.AX

-0.57%

RPL.AX

-0.79%

RG1.AX

-1.29%

RGN.AX

0.22%

REG.AX

-0.47%

RRL.AX

-1.68%

RWC.AX

0.32%

RMD.AX

0.55%

RSG.AX

-1.31%

SGLLV.AX

1.3%

RIC.AX

RIO.AX

0.4%

RXL.AX

0.59%

RFF.AX

0.25%

RYM.AX

-2.47%

SFR.AX

0.87%

SMI.AX

-8.9%

STO.AX

-1.07%

SCG.AX

SEK.AX

0.46%

SHV.AX

-2.93%

SRV.AX

0.32%

SSM.AX

2.41%

SGH.AX

-1.31%

SHA.AX

-2.39%

SIG.AX

0.88%

SLX.AX

1.3%

SGM.AX

1.97%

SDR.AX

-2.75%

SKS.AX

-1.18%

SIQ.AX

0.22%

SHL.AX

0.53%

S32.AX

3.39%

SX2.AX

1.96%

SXE.AX

4.18%

SPK.AX

-0.92%

SRG.AX

-0.16%

SBM.AX

-5.93%

SMR.AX

SDF.AX

0.37%

SGP.AX

-0.86%

SNZ.AX

-0.15%

SUN.AX

0.35%

SRL.AX

2.85%

SUL.AX

0.09%

SLC.AX

1.73%

SNL.AX

-0.27%

SYL.AX

1.16%

TAH.AX

1.84%

TEA.AX

2.89%

TNE.AX

-0.92%

TLX.AX

-4.02%

TLS.AX

-0.84%

TPW.AX

-0.39%

A2M.AX

-1.45%

TLC.AX

-0.19%

SGR.AX

2.5%

TVN.AX

2.5%

TWR.AX

-1.29%

TPG.AX

-0.86%

TCL.AX

0.72%

TWE.AX

-3.47%

TUA.AX

-1.35%

TCG.AX

-4.5%

TRA.AX

0.14%

VAU.AX

-1.33%

VNT.AX

2.44%

VCX.AX

-0.58%

VGN.AX

-1.92%

VEA.AX

-1.61%

VUL.AX

-1.39%

VSL.AX

-1.64%

WA1.AX

-1.63%

WGN.AX

-0.86%

WAM.AX

-0.16%

WGB.AX

0.46%

WLE.AX

0.76%

SOL.AX

-0.4%

WPR.AX

0.21%

WQG.AX

-0.53%

WEB.AX

-1.65%

WBT.AX

-1.54%

WES.AX

1.93%

WAF.AX

-0.48%

WGX.AX

-1.15%

WBC.AX

0.41%

WHF.AX

0.21%

WHC.AX

-3.89%

WIA.AX

-5%

WC8.AX

-2.21%

WTN.AX

WTC.AX

-2.93%

WDS.AX

-0.78%

WOW.AX

-0.42%

WOR.AX

XRO.AX

-0.82%

YAL.AX

-4.69%

ZIM.AX

-1.71%

ZIP.AX

-1.33%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.32	-0.49	-0.34
SSO ASX Small Caps	15.73	-0.09	-0.57
IVV S&P 500	69.92	-0.22	-0.31
NDQ Nasdaq	61.14	-0.36	-0.59
F100 FTSE 100	14.96	-0.05	-0.33
ASIA Asia Tech	21.31	0.17	0.8
IEU Europe	101.97	-0.07	-0.07
IEM Emerging Markets	95.24	0.74	0.78
Gold Gold	57.95	-0.15	-0.26
ACDC Battery Tech	174.02	-0.61	-0.35

COMMODITIES	Close($)	-/+	%
Gold	4,543.14	-27.42	-0.6
Silver	76.87	-1.2067	-1.55
Platinum	1,952.88	-14.74	-0.75
Palladium	1,381.50	-16.85	-1.2
Ice Brent Crude	96.30	-7.24	-6.99
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7169	-0.0004	-0.06
Euro	1.1634	-0.0009	-0.08
British Pound	1.3486	-0.0015	-0.11
Canadian Dollar	1.3806	0.0009	0.07
New Zealand Dollar	0.5854	-0.0017	-0.29
Chinese Yuan	6.7850	0.0008	0.01
Japanese Yen	158.9100	0.02	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	0.63	-0.79%	81.43%	0.30 0.75
BGL	Bellevue Gold Ltd	1.60	-0.16%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.92	-0.33%	56.77%	35.52 62.72
FMG	Fortescue Ltd	21.85	-0.07%	40.94%	14.31 23.38
NHC	New Hope Corporation Ltd	5.60	-2.86%	54.84%	3.63 6.14
WHC	Whitehaven Coal Ltd	8.53	-3.89%	63.05%	5.31 9.90
NEM	Newmont Cdi	154.53	-2.6%	0.00%	80.26 190.91
NXG	Nexgen Ene Cdi	15.09	-1.11%	0.00%	9.23 20.47
SFR	Sandfire Resources Ltd	19.22	0.95%	73.25%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DUR	Duratec	2.44	9.19
FPH	Fisher & Paykel	29.61	7.56
AEL	Amplitude Energy	1.82	5.98
GNG	Gr Engineering S	5.51	5.76
DVP	Develop Global	6.16	5.3
ASB	Austal	3.98	5.29
BC8	Black Cat Syndic	1.22	4.96
GNC	Graincorp	5.12	4.39
SXE	Southern Cross E	3.99	4.18
LSF	L1 Long Short Fu	4.38	3.79

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ASX	Asx	51.56	-12.33
SMI	Santana Minerals	0.54	-8.9
ELV	Elevra Lithium	12.65	-8.33
A4N	Alpha Hpa	0.65	-7.14
PXA	Pexa Group	10.71	-6.71
SBM	St Barbara	0.56	-5.93
IFT	Infratil	12.29	-5.9
BMC	Bmc Minerals Cdi	3.20	-5.88
FCL	Fineos Corporati	2.51	-5.28
BVS	Bravura Solution	2.16	-5.26

OPINION

Latest Market Matters Opinions

26/05/2026 09:27

The Bottom Line

We have a different outlook across the 3 energy groups looked at today.

26/05/2026 09:26

Silex Systems Ltd (ASX: SLX) $6.14

We own NexGen (ASX: NXG) and Silex in our Emerging Companies Portfolio both of which are exposed to nuclear power but this morning we’ve gone slightly off piste and looked at SLX, but note we are long and bullish both:

ACTION

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What Matters Today: After the War – How to Play Energy if Hormuz Reopens

Morning report 26/05/2026

Afternoon Report

The Match Out: Oil drops on Iran optimism as gold and coal steal the show

Afternoon report 25/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/05/2026

Why is WAM Capital (ASX: WAM) so cheap?

WAM has just gone ex-dividend a few days ago. It pays a partially franked dividend of $0.155 a year. That is better than 9%! If I include the franking credits, it is better than 15%! It has a long track record of paying steady dividends, only the franking credits vary. Generally, high dividends means high risk. What are the risks with this stock? Regards, John

Ask James

Question asked 22/05/2026

Credit Corp Ltd (ASX: CCP)

Thanks to the whole team there for a great service. I have run the ruler over CCP, and it seems to tick a lot of boxes...revenue growth, Profit growth, margins, yield, PE ratio. With higher inflation and increased interest rates, I believe their debt collection business will be stronger. Would be interested in your latest thoughts, and any negatives. thanks Bernie

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