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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-5.45%

ABG.AX

-4.41%

ASK.AX

-1.09%

AGL.AX

1.08%

A1M.AX

-0.71%

AIZ.AX

AAI.AX

-1.07%

ALK.AX

-2.49%

A4N.AX

0.39%

ALQ.AX

0.09%

AMC.AX

0.36%

AOV.AX

0.16%

AMP.AX

2.1%

ALD.AX

0.52%

ANN.AX

1.49%

ANZ.AX

1.08%

APA.AX

1.03%

ARU.AX

1.06%

ARB.AX

0.26%

ARF.AX

0.78%

ARG.AX

0.99%

ALL.AX

0.78%

AYA.AX

7.33%

APZ.AX

1.34%

ASX.AX

0.78%

ALX.AX

0.29%

AUB.AX

1.09%

AIA.AX

1.28%

AZJ.AX

0.24%

ABB.AX

0.41%

ASB.AX

2.25%

AAC.AX

2.33%

AFI.AX

2.47%

AUI.AX

0.45%

BOQ.AX

0.48%

BMN.AX

0.63%

BCI.AX

1.92%

BPT.AX

-1.46%

BGA.AX

0.77%

BGL.AX

-2.98%

BEN.AX

1.19%

BNZ.AX

-3.42%

BHP.AX

-0.9%

BKI.AX

0.84%

BC8.AX

-3.01%

XYZ.AX

1.31%

BSL.AX

-3.89%

BMC.AX

BXB.AX

0.56%

BVS.AX

BRE.AX

1.14%

BRG.AX

0.44%

BGP.AX

BFL.AX

BWP.AX

0.52%

CMM.AX

3.38%

CSC.AX

0.15%

CAR.AX

0.9%

CIN.AX

CYL.AX

-2.13%

CAT.AX

2.69%

CWP.AX

-0.29%

CNI.AX

1.27%

CIP.AX

0.49%

COF.AX

0.56%

CGF.AX

1.63%

CIA.AX

-0.63%

CHI.AX

CHC.AX

0.82%

CLW.AX

-0.4%

CQR.AX

0.76%

CQE.AX

0.74%

CNU.AX

1.29%

C79.AX

1.05%

CVL.AX

CU6.AX

3.33%

CWY.AX

0.21%

CUV.AX

0.68%

CBO.AX

2.7%

COH.AX

-0.79%

CDA.AX

2.12%

COL.AX

0.53%

CKF.AX

-2.15%

CBA.AX

1.39%

CPU.AX

CEN.AX

1.32%

CXO.AX

-6.12%

CCP.AX

1.3%

CMW.AX

-1.69%

CSL.AX

-0.09%

CCL.AX

1.01%

DBI.AX

1.14%

DTL.AX

1.32%

DTR.AX

-1.85%

DYL.AX

-0.7%

DRR.AX

0.11%

DVP.AX

-1.02%

DXS.AX

0.27%

DXI.AX

DDR.AX

1.6%

DGT.AX

-1.64%

DJW.AX

1.07%

DMP.AX

-3.5%

DOW.AX

-0.24%

DPM.AX

-2.05%

DRO.AX

5.36%

DUR.AX

-0.38%

DNL.AX

-0.52%

APE.AX

-1.81%

EBO.AX

0.24%

EIQ.AX

ELD.AX

0.78%

EOS.AX

4.45%

ELV.AX

-4.75%

ELS.AX

5.18%

EMR.AX

-2.28%

EDV.AX

-1.2%

ERA.AX

EQR.AX

-6.25%

EUR.AX

3.75%

EVN.AX

-5%

EVT.AX

0.04%

FCL.AX

-0.45%

FFM.AX

-1.14%

FPH.AX

0.38%

FPR.AX

-2.07%

FBU.AX

1.28%

FLT.AX

-1%

FRS.AX

FMG.AX

-1.02%

FRW.AX

FGX.AX

0.37%

FGG.AX

0.3%

GLF.AX

0.43%

GDG.AX

-0.28%

GNE.AX

1.69%

GMD.AX

-2.37%

GNP.AX

-0.05%

GMG.AX

0.23%

GPT.AX

0.3%

GQG.AX

0.87%

GNG.AX

0.58%

GNC.AX

-0.6%

GGP.AX

-4.33%

GOZ.AX

0.46%

GCI.AX

0.48%

GYG.AX

0.05%

GWA.AX

1.79%

HSN.AX

0.45%

HVN.AX

0.41%

HGH.AX

HM1.AX

0.34%

HLI.AX

HMC.AX

-2.66%

HDN.AX

0.77%

HUB.AX

0.54%

IEL.AX

IGO.AX

-3.83%

ILU.AX

-1.71%

IMD.AX

-0.36%

IMR.AX

0.96%

IFT.AX

1.76%

INA.AX

2.11%

ING.AX

1.42%

IAG.AX

1.37%

IDX.AX

-0.5%

IPG.AX

0.17%

IPX.AX

3.25%

IPH.AX

0.53%

IRE.AX

-1.12%

JHX.AX

-0.83%

JBH.AX

-1.97%

JDO.AX

3.02%

JMS.AX

-0.91%

KAR.AX

2.73%

KLS.AX

0.46%

KCN.AX

-5.56%

KKC.AX

0.99%

GLS.AX

0.25%

LGF.AX

-2.55%

L1G.AX

0.45%

LSF.AX

1.73%

LRV.AX

-0.41%

LFS.AX

LLC.AX

1.87%

LFG.AX

0.32%

360.AX

5.06%

LIC.AX

1.71%

LNW.AX

-0.56%

LIN.AX

-2.11%

LTR.AX

-6.17%

LOV.AX

0.42%

LYL.AX

-1.64%

LYC.AX

-4.37%

MA1.AX

0.25%

MAF.AX

-0.5%

MGH.AX

1.8%

MAH.AX

-1.79%

MQG.AX

MAQ.AX

-0.7%

MAD.AX

-0.26%

MFG.AX

0.52%

MMS.AX

0.93%

MPL.AX

1.21%

MP1.AX

3.75%

MCY.AX

2.12%

MEZ.AX

1.28%

MSB.AX

-2.18%

MLX.AX

-4.31%

MTS.AX

-0.33%

MOT.AX

-0.61%

MXT.AX

MMI.AX

0.84%

MFF.AX

1.58%

MIN.AX

-4.05%

MI6.AX

-7.06%

MIR.AX

MGR.AX

1.27%

MND.AX

-0.13%

MYR.AX

MYS.AX

1.08%

NAN.AX

-0.31%

NAB.AX

1.33%

NGI.AX

NWL.AX

0.02%

NEU.AX

2.59%

NHC.AX

-0.38%

NEM.AX

-1.31%

NWS.AX

-0.11%

NXG.AX

0.07%

NXT.AX

-0.58%

NHF.AX

0.43%

NCK.AX

0.85%

NIC.AX

2.75%

NEC.AX

1.14%

NST.AX

-4.47%

NWH.AX

0.83%

NUF.AX

-0.73%

OCL.AX

0.1%

OML.AX

0.34%

OPH.AX

-10.79%

OBM.AX

-4.89%

ORI.AX

-0.08%

ORG.AX

0.92%

ORA.AX

0.54%

PDN.AX

0.16%

PNR.AX

-4.92%

PPC.AX

PPM.AX

-1.29%

PRN.AX

-1.93%

PPT.AX

1.22%

PCI.AX

0.46%

PRU.AX

-4.65%

PXA.AX

-0.76%

PNI.AX

0.2%

PL8.AX

-0.36%

PLS.AX

-4.23%

PGF.AX

0.46%

PNV.AX

-0.81%

PDI.AX

-4.23%

PMV.AX

0.67%

PME.AX

1.85%

PWH.AX

1.16%

PYC.AX

-0.3%

QAN.AX

QBE.AX

0.4%

QAL.AX

-1.95%

QRI.AX

0.16%

QUB.AX

0.2%

RMS.AX

-2.61%

RHC.AX

-0.17%

REA.AX

0.72%

RDX.AX

-0.74%

REH.AX

1.85%

RF1.AX

-5.16%

RPL.AX

3.24%

RG1.AX

0.83%

RGN.AX

REG.AX

0.31%

RRL.AX

-5.94%

RWC.AX

0.39%

RMD.AX

-1.93%

RSG.AX

-7.04%

SGLLV.AX

-5.79%

RIC.AX

1.12%

RIO.AX

-1.57%

RXL.AX

-1.28%

RFF.AX

0.25%

RYM.AX

SFR.AX

0.05%

STO.AX

0.07%

SCG.AX

0.64%

SEK.AX

1.06%

SHV.AX

-1.83%

SRV.AX

1.98%

SSM.AX

SGH.AX

0.83%

SHA.AX

1.58%

SIG.AX

-0.36%

SLX.AX

-0.19%

SGM.AX

-2.46%

SDR.AX

0.37%

SKS.AX

-0.11%

SKC.AX

-1.08%

SIQ.AX

1.18%

SHL.AX

0.17%

S32.AX

-1.51%

SX2.AX

-1.22%

SXE.AX

0.63%

SPK.AX

-0.32%

SRG.AX

0.5%

SBM.AX

-3.16%

SMR.AX

-3.38%

SDF.AX

0.78%

SGP.AX

1.56%

SNZ.AX

0.43%

SUN.AX

0.31%

SRL.AX

1.36%

SUL.AX

0.72%

SLC.AX

0.61%

SNL.AX

0.34%

SYL.AX

0.68%

TAH.AX

TEA.AX

0.64%

TNE.AX

0.76%

TLX.AX

1.95%

TLS.AX

-0.97%

TPW.AX

-0.16%

A2M.AX

1.21%

TLC.AX

0.53%

SGR.AX

TVN.AX

5.66%

THL.AX

3.96%

TWR.AX

0.33%

TPG.AX

-0.83%

TCL.AX

1.26%

TWE.AX

-0.31%

TUA.AX

-0.44%

TRA.AX

UNI.AX

-0.26%

VAU.AX

-6.35%

VNT.AX

-4.82%

VCX.AX

0.95%

VGN.AX

-0.49%

VEA.AX

-0.24%

VUL.AX

-1.5%

VSL.AX

-0.38%

VYS.AX

1.98%

WA1.AX

-1.16%

WGN.AX

-2.22%

WAM.AX

1.35%

WGB.AX

-0.48%

WLE.AX

0.75%

SOL.AX

2.02%

WPR.AX

WQG.AX

1.33%

WEB.AX

-1.33%

WBT.AX

WES.AX

0.47%

WAF.AX

-5.18%

WGX.AX

-3.81%

WBC.AX

1.22%

WHF.AX

1.96%

WHC.AX

-3.39%

WIA.AX

-0.55%

WC8.AX

-6.93%

WTN.AX

WTC.AX

-0.71%

WDS.AX

-0.54%

WOW.AX

-0.05%

WOR.AX

-1.05%

XRO.AX

2.13%

YAL.AX

-1.81%

ZIM.AX

-1.16%

ZIP.AX

-1.44%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.20	0.14	0.09
SSO ASX Small Caps	14.64	0.04	0.27
IVV S&P 500	72.08	0.67	0.94
NDQ Nasdaq	63.76	1.08	1.72
F100 FTSE 100	15.37	0.08	0.52
ASIA Asia Tech	22.58	-0.02	-0.09
IEU Europe	105.73	0.71	0.68
IEM Emerging Markets	98.95	0.21	0.21
Gold Gold	53.00	-0.89	-1.65
ACDC Battery Tech	158.11	0.79	0.5

COMMODITIES	Close($)	-/+	%
Gold	3,963.28	-52.7447	-1.31
Silver	56.99	-1.3035	-2.24
Platinum	1,559.31	-15.2525	-0.97
Palladium	1,205.75	-7.6511	-0.63
Ice Brent Crude	72.55	0.56	0.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6868	-0.0018	-0.26
Euro	1.1411	-0.0009	-0.08
British Pound	1.3237	-0.0019	-0.14
Canadian Dollar	1.4221	0.0014	0.1
New Zealand Dollar	0.5642	-0.0007	-0.12
Chinese Yuan	6.7936	-0.0044	-0.06
Japanese Yen	162.2500	0.34	0.21

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.70	-0.71%	118.75%	0.30 0.79
BGL	Bellevue Gold Ltd	1.22	-3.57%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.33	-0.82%	59.39%	36.36 65.98
FMG	Fortescue Ltd	19.32	-1.02%	26.26%	15.16 23.38
NHC	New Hope Corporation Ltd	5.32	-0.28%	43.28%	3.73 6.17
WHC	Whitehaven Coal Ltd	7.77	-2.51%	44.38%	5.47 9.90
NEM	Newmont Cdi	135.19	-1.68%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	14.03	0%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.06	0.26%	67.78%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	5.71	7.33
TVN	Tivan	0.28	5.66
DRO	Droneshield	2.46	5.36
ELS	Elsight	7.11	5.18
360	Life360 Inc.	27.60	5.06
EOS	Electro Optic Sy	10.09	4.45
THL	Tourism Holdings	2.36	3.96
EUR	European Lithium	0.42	3.75
MP1	Megaport	21.05	3.75
CMM	Capricorn Metals	13.00	3.38

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
OPH	Ophir High Convi	2.48	-10.79
MI6	Minerals 260	0.76	-7.06
RSG	Resolute Mining	0.96	-7.04
WC8	Wildcat Resource	0.47	-6.93
VAU	Vault Minerals	4.21	-6.35
EQR	Eq Resources	0.26	-6.25
LTR	Liontown	1.56	-6.17
CXO	Core Lithium	0.23	-6.12
RRL	Regis Resources	6.10	-5.94
SGLLV	Ricegrowers	14.32	-5.79

OPINION

Latest Market Matters Opinions

30/06/2026 09:12

Sims Ltd (ASX: SGM) $28.00

Global metals recycling and resource recovery company Sims has surged +56% through 2026 with this time the AI build-out being a driving factor, which we touched on when they upgraded earnings earlier in the year here. As is so often the case in both upgrade and downgrade cycles, things can repeat, and SGM lifted guidance again this month:

30/06/2026 09:12

QBE Insurance (ASX: QBE) $24.96

Insurer QBE has advanced +25% so far this year, hitting our initial ~$25 target area. Similar to WOW, we believe QBE is one of the ASX's most compelling AI cost-saving opportunities. The February short & sharp sell-off on disruption fears missed the fact that insurance is ideally suited to AI, with claims processing, underwriting, fraud detection and customer service all ripe for automation. Given QBE's global scale and complex legacy systems, even modest productivity gains should materially boost earnings, making AI more of a tailwind than a threat.

ACTION

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Market Matters Content

What Matters Today: Five Quiet Achievers Delivering in 2026

Morning report 30/06/2026

Afternoon Report

The Match Out: ASX moves higher as US-Iran ceasefire holds on shaky ground

Afternoon report 29/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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