scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.42%

4DX.AX

ABG.AX

ASK.AX

-0.65%

AX1.AX

-1.05%

AIS.AX

-2.4%

AGL.AX

-1.22%

AIZ.AX

AAI.AX

2.86%

ALK.AX

0.16%

A4N.AX

-0.59%

ALQ.AX

1.7%

AMCDD.AX

-0.44%

AOV.AX

-0.77%

AMP.AX

-0.54%

AEL.AX

-0.7%

ALD.AX

-3.11%

ASL.AX

-0.2%

ANN.AX

0.35%

ANZ.AX

1.2%

APA.AX

0.87%

ARU.AX

-9.38%

ARB.AX

1.5%

ARF.AX

0.85%

ARG.AX

0.54%

ALL.AX

-0.54%

AYA.AX

-4.26%

APZ.AX

0.18%

ASX.AX

0.58%

ALX.AX

0.72%

AUB.AX

-0.58%

AIA.AX

-0.68%

AZJ.AX

0.27%

AUC.AX

-4.29%

ABB.AX

ASB.AX

3.97%

AAC.AX

0.36%

ACL.AX

-1.3%

AEF.AX

0.39%

AFG.AX

-1.56%

AFI.AX

0.98%

AUI.AX

0.35%

ASG.AX

-2.31%

BOQ.AX

0.62%

BMN.AX

3.1%

BAP.AX

-1.36%

BCI.AX

1.74%

BPT.AX

1.1%

BLX.AX

BGA.AX

1.98%

BGL.AX

1.03%

BEN.AX

0.82%

BHP.AX

2.54%

BKI.AX

BC8.AX

-1.36%

XYZ.AX

-2.02%

BSL.AX

0.53%

BOE.AX

-0.64%

BXB.AX

1.59%

BVS.AX

0.2%

BRE.AX

1.9%

BRG.AX

-0.23%

BFL.AX

0.12%

BWP.AX

0.26%

CMM.AX

3.35%

CSC.AX

-0.1%

CAR.AX

2.21%

CIN.AX

CYL.AX

2.37%

CAT.AX

-4.54%

CWP.AX

-0.24%

CNI.AX

0.25%

CIP.AX

0.9%

COF.AX

-1.12%

CHN.AX

0.41%

CGF.AX

0.32%

CIA.AX

0.71%

CHC.AX

1.33%

CLW.AX

0.99%

CQR.AX

0.5%

CQE.AX

0.33%

CNU.AX

0.62%

C79.AX

-1.64%

CVL.AX

-1.95%

CU6.AX

CWY.AX

-0.76%

CUV.AX

-3.04%

CBO.AX

0.52%

COH.AX

0.4%

CDA.AX

0.94%

COL.AX

-1.32%

CKF.AX

0.56%

CBA.AX

1.01%

CPU.AX

0.09%

CEN.AX

0.76%

CXO.AX

0.79%

CRN.AX

2.47%

CCP.AX

-1.12%

CMW.AX

-0.55%

CSL.AX

-0.35%

CCL.AX

-1.82%

DBI.AX

-0.2%

DTL.AX

0.77%

DTR.AX

2.31%

DYL.AX

-0.49%

DRR.AX

4.34%

DVP.AX

DXS.AX

-0.14%

DXI.AX

DDR.AX

-1.13%

DGT.AX

1.65%

DUI.AX

0.56%

DJW.AX

0.32%

DMP.AX

-0.65%

DOW.AX

1.13%

DPM.AX

2.78%

DRO.AX

0.52%

DUR.AX

DNL.AX

0.59%

APE.AX

-0.7%

EBO.AX

-2.64%

ELD.AX

-0.27%

EOS.AX

10.51%

ELV.AX

8.87%

ELS.AX

-0.71%

EHL.AX

-0.78%

EMR.AX

4.44%

EDV.AX

-2.36%

EOL.AX

0.06%

ERA.AX

EQR.AX

EQT.AX

0.5%

EVN.AX

1.47%

EVT.AX

0.35%

FCL.AX

-1.26%

FFM.AX

2.24%

FPH.AX

1.21%

FPR.AX

-0.17%

FBU.AX

0.31%

FLT.AX

-0.26%

FML.AX

1.1%

FMG.AX

1.34%

FGX.AX

-0.75%

FGG.AX

-0.32%

GEM.AX

-0.36%

GLF.AX

-0.79%

GDG.AX

0.08%

GNE.AX

GMD.AX

0.74%

GTK.AX

-1.22%

GNP.AX

0.95%

GMG.AX

1.42%

GPT.AX

0.83%

GQG.AX

-6.69%

GNG.AX

1.18%

GNC.AX

0.86%

GGP.AX

4.38%

GOZ.AX

0.41%

GCI.AX

GYG.AX

-0.12%

GWA.AX

-0.19%

HSN.AX

0.47%

HVN.AX

0.29%

HLS.AX

3.5%

HGH.AX

3.48%

HM1.AX

-1.23%

HLI.AX

0.09%

HMC.AX

2.83%

HDN.AX

0.36%

HUB.AX

-0.71%

IEL.AX

0.85%

IGO.AX

0.56%

ILU.AX

6.6%

IMD.AX

1.35%

IMM.AX

3.45%

IMR.AX

-0.81%

IFT.AX

0.31%

INA.AX

-0.58%

ING.AX

-0.19%

IFL.AX

0.22%

IAG.AX

1.03%

IDX.AX

0.96%

INR.AX

4.88%

IPX.AX

2.15%

IPH.AX

0.4%

IRE.AX

-0.36%

JHX.AX

2.05%

JBH.AX

-0.88%

JDO.AX

-0.14%

JIN.AX

0.18%

JMS.AX

-0.88%

KAR.AX

-1.93%

KLS.AX

-0.69%

KCN.AX

-2.35%

KKC.AX

-0.86%

GLS.AX

0.28%

L1G.AX

0.91%

LSF.AX

-0.47%

LRV.AX

5.02%

LFS.AX

-0.96%

LLC.AX

-0.29%

LFG.AX

0.24%

360.AX

-2.39%

LIC.AX

-0.6%

LNW.AX

-1.37%

LIN.AX

LTR.AX

2.09%

LOT.AX

-1.19%

LOV.AX

0.44%

LYL.AX

-0.41%

LYC.AX

0.95%

MA1.AX

0.5%

MAF.AX

MGH.AX

-0.17%

MAH.AX

MQG.AX

1.16%

MAQ.AX

1.5%

MAD.AX

-0.13%

MFG.AX

-0.98%

MMS.AX

0.29%

MPL.AX

0.11%

MEK.AX

2.73%

MP1.AX

1.69%

MCY.AX

-1.94%

MEZ.AX

-1.65%

MSB.AX

-3.68%

MTM.AX

-2.53%

MLX.AX

MTS.AX

0.3%

MEI.AX

5.13%

MOT.AX

0.26%

MXT.AX

MFF.AX

-0.79%

MGX.AX

2.2%

MIN.AX

2.01%

MI6.AX

-1.15%

MIR.AX

0.63%

MGR.AX

0.99%

MND.AX

0.96%

MYR.AX

-2.55%

MYS.AX

-0.44%

NAN.AX

1.7%

NAB.AX

1.18%

NSR.AX

0.18%

NGI.AX

1.01%

NWL.AX

0.39%

NEU.AX

-0.05%

NHC.AX

0.6%

NMG.AX

9.8%

NEM.AX

0.27%

NWS.AX

0.39%

NXG.AX

3.05%

NXT.AX

-0.47%

NHF.AX

0.07%

NCK.AX

1.29%

NIC.AX

2.72%

NEC.AX

1.32%

NST.AX

3.11%

NWH.AX

1.03%

NUF.AX

NXL.AX

-1.75%

OCL.AX

-1.13%

OCA.AX

1.28%

OML.AX

2.81%

OPH.AX

0.61%

OBM.AX

2.12%

ORI.AX

1.2%

ORG.AX

-0.98%

ORA.AX

1.58%

PDN.AX

2.04%

PNR.AX

2.1%

PPC.AX

3.08%

PPM.AX

-0.47%

PRN.AX

-0.33%

PPT.AX

-0.43%

PCI.AX

-0.22%

PRU.AX

0.68%

PXA.AX

0.45%

PNI.AX

1.46%

PL8.AX

PLS.AX

1.36%

PGF.AX

0.33%

PNV.AX

-1.04%

PDI.AX

2.87%

PMV.AX

-1.47%

PME.AX

-0.59%

PFP.AX

PWH.AX

0.94%

PYC.AX

-1.22%

QAN.AX

0.15%

QBE.AX

0.88%

QOR.AX

-3.72%

QAL.AX

0.14%

QRI.AX

-0.31%

QUB.AX

-0.1%

RAC.AX

-0.35%

RMS.AX

1.71%

RHC.AX

1.25%

REA.AX

1.84%

RDX.AX

-0.64%

REH.AX

1.69%

RG1.AX

2.12%

RF1.AX

0.29%

RPL.AX

-1.97%

RGN.AX

0.21%

REG.AX

0.43%

RRL.AX

-0.45%

RWC.AX

2.63%

RMD.AX

2.1%

RSG.AX

2.9%

SGLLV.AX

-0.41%

RIC.AX

1.34%

RIO.AX

2.63%

RXR.AX

2.39%

RXL.AX

0.45%

RUL.AX

-0.2%

RFF.AX

0.99%

RYM.AX

0.39%

SFR.AX

2.67%

SMI.AX

3.35%

STO.AX

SCG.AX

1.44%

SEK.AX

0.41%

SHV.AX

-0.99%

SRV.AX

1.03%

SSM.AX

SGH.AX

-0.13%

SHA.AX

-0.15%

SIG.AX

0.34%

SLX.AX

-0.88%

SGM.AX

1.33%

SDR.AX

-1.97%

SKC.AX

1.88%

SPZ.AX

-1.61%

SIQ.AX

-0.71%

SHL.AX

1.2%

S32.AX

2.56%

SX2.AX

2.69%

SXE.AX

1.65%

SPK.AX

SRG.AX

SBM.AX

0.88%

SMR.AX

0.37%

SDF.AX

0.09%

SGP.AX

0.09%

SNZ.AX

SUN.AX

1.58%

SRL.AX

5.78%

SUL.AX

-1.01%

SLC.AX

-1.43%

SNL.AX

1.66%

SYL.AX

TAH.AX

0.5%

TEA.AX

2.12%

TNE.AX

-0.5%

TLX.AX

-1.16%

TLS.AX

TPW.AX

-0.5%

A2M.AX

TLC.AX

-0.3%

SGR.AX

1.47%

TVN.AX

4.55%

TWR.AX

1.66%

TPG.AX

1.77%

TCL.AX

0.18%

TWE.AX

0.96%

TUA.AX

1.21%

TCG.AX

-1.51%

TYR.AX

-1.43%

USL.AX

2.83%

UNI.AX

-0.24%

VAU.AX

2.48%

VNT.AX

1.8%

VCX.AX

1.35%

VGN.AX

-0.9%

VEA.AX

-4.35%

VUL.AX

0.22%

VSL.AX

0.92%

WA1.AX

0.26%

WGN.AX

1.31%

WAM.AX

0.82%

WGB.AX

0.41%

WLE.AX

SOL.AX

0.45%

WPR.AX

0.79%

WEB.AX

-0.96%

WBT.AX

1.21%

WES.AX

0.51%

WAF.AX

3.51%

WGX.AX

-0.68%

WBC.AX

1.37%

WHF.AX

-0.18%

WHC.AX

-0.36%

WIA.AX

-2%

WC8.AX

WTN.AX

WTC.AX

1.14%

WDS.AX

-1.12%

WOW.AX

0.03%

WOR.AX

-0.08%

XRO.AX

0.92%

YAL.AX

0.38%

ZIM.AX

-0.17%

ZIP.AX

-6.06%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.01	1.35	0.93
SSO ASX Small Caps	17.92	0.2	1.13
IVV S&P 500	69.00	0.17	0.25
NDQ Nasdaq	56.38	0.13	0.23
F100 FTSE 100	15.20	0.04	0.26
ASIA Asia Tech	15.48	0.16	1.04
IEU Europe	104.02	0.23	0.22
IEM Emerging Markets	86.81	0.71	0.82
Gold Gold	62.58	0.06	0.1
ACDC Battery Tech	152.02	3.77	2.54

COMMODITIES	Close($)	-/+	%
Gold	4,578.56	-14.93	-0.33
Silver	83.72	-1.2264	-1.44
Platinum	2,297.25	-45.6665	-1.95
Palladium	1,810.28	-32.22	-1.75
Ice Brent Crude	64.30	0.96	1.52
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6710	0	0
Euro	1.1658	-0.0009	-0.08
British Pound	1.3470	0.0011	0.08
Canadian Dollar	1.3879	0.0004	0.03
New Zealand Dollar	0.5775	0.0005	0.09
Chinese Yuan	6.9759	0.0029	0.04
Japanese Yen	158.4800	0.33	0.21

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.89	-0.1%	41.74%	3.39 5.02
DDR	Dicker Data Ltd	10.08	-1.08%	21.45%	7.58 10.94
GQG	Gqg Partners Inc	1.68	-6.69%	-2.18%	1.43 2.61
HUB	Hub24 Ltd	96.63	-0.84%	34.69%	48.84 122.03
JHX	James Hardie Ind	34.63	1.91%	-32.54%	24.41 55.18
MGR	Mirvac Group	2.04	0.99%	8.02%	1.81 2.46
NSR	National Storage Reit	2.76	0.18%	16.03%	2.05 2.81
PDN	Paladin Energy Ltd	10.70	1.61%	33.12%	3.93 11.32
WTC	Wisetech Global Ltd	68.06	1.14%	-46.39%	61.49 130.50
XRO	Xero Ltd	108.55	0.87%	-36.74%	106.08 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	11.04	10.51
NMG	New Murchison	0.06	9.8
ELV	Elevra Lithium	9.94	8.87
ILU	Iluka Resources	6.71	6.6
SRL	Sunrise Energy	7.69	5.78
MEI	Meteoric Resourc	0.21	5.13
LRV	Larvotto Resourc	1.36	5.02
INR	Ioneer	0.22	4.88
TVN	Tivan	0.35	4.55
EMR	Emerald Resource	6.59	4.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ARU	Arafura Rare Ear	0.29	-9.38
GQG	Gqg Partners Cdi	1.68	-6.69
ZIP	Zip Co	3.34	-6.06
CAT	Catapult Sports	4.21	-4.54
VEA	Viva Energy Grp	1.98	-4.35
AUC	Ausgold	1.01	-4.29
AYA	Artrya	4.27	-4.26
QOR	Qoria	0.58	-3.72
MSB	Mesoblast	2.75	-3.68
ALD	Ampol	30.18	-3.11

OPINION

Latest Market Matters Opinions

24/12/2025 14:21

What Mattered Today

A softer session today, giving back a portion of yesterday's solid move, though trading was quiet; volumes anemic and most focus is now on the Christmas break, with a 2.10pm close this afternoon.

24/12/2025 14:19

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

Portfolio Positioning: The Christmas rally kicks into gear

Morning report 24/12/2025

Afternoon Report

The Match Out: ASX slips, Happy Christmas All

Afternoon report 24/12/2025

Ask James ASK A QUESTION

Ask James

Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Market Matters Video Update: Portfolio Performance update for September 2024 11/10/2024

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.61% Active Growth Portfolio

10.67% Shawn’s Trade Ideas

15.43% Active Income Portfolio

23% International Equities Portfolio

21.91% Emerging Companies Portfolio

12.68% Core ETF Portfolio

12.61% Active Growth Portfolio 10.67% Shawn’s Trade Ideas 15.43% Active Income Portfolio 23% International Equities Portfolio 21.91% Emerging Companies Portfolio 12.68% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns FY26 to 30 November

Latest View Points

DGT

GMG

NXT

DTCR US

NCK

VBTC

BEAR

ACDC

GDX

GAME

BOE

TLX

Chart of the week

VanEck Gold Miners ETF (GDX)

Aus. Investment blog Subscribe to blog

DroneShield (DRO) soars over 20% while the market drifts lower

DroneShield soars after winning a $50mn military contract

ASX:DRO 09/12/2025

The RBA holds the Cash Rtae at 3.60% leaving markets nervous as to its next move

The RBA leave the cash rate at 3.6% but bond yields continue to rise.

Invest Direct 09/12/2025

Morning Report

Portfolio Positioning: The Christmas rally kicks into gear

Morning report 24/12/2025

Afternoon Report

The Match Out: ASX slips, Happy Christmas All

Afternoon report 24/12/2025

Ask James ASK A QUESTION

Ask James

Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

Latest View Points

DGT

GMG

NXT

DTCR US

NCK

VBTC

BEAR