scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

5.5%

ABG.AX

0.25%

ASK.AX

0.37%

AGL.AX

-0.23%

A1M.AX

-4%

AIZ.AX

-1.35%

AAI.AX

-1.39%

ALK.AX

-7.01%

A4N.AX

0.34%

ALQ.AX

0.42%

AMC.AX

0.98%

AOV.AX

0.47%

AMP.AX

-0.94%

ALD.AX

-0.7%

ANN.AX

1.51%

ANZ.AX

-0.42%

APA.AX

2.03%

ARU.AX

-4.81%

ARB.AX

-0.31%

ARF.AX

ARG.AX

0.67%

ALL.AX

1.88%

AYA.AX

3.49%

APZ.AX

-0.19%

ASX.AX

0.39%

ALX.AX

-0.1%

AUB.AX

0.75%

AIA.AX

0.44%

AZJ.AX

-0.83%

ABB.AX

-0.89%

ASB.AX

-3.45%

AAC.AX

-0.39%

AFI.AX

0.98%

AUI.AX

-0.09%

BOQ.AX

-0.24%

BMN.AX

0.6%

BCI.AX

12%

BPT.AX

-8.78%

BGA.AX

1.08%

BGL.AX

-5.85%

BEN.AX

-0.33%

BNZ.AX

27.83%

BHP.AX

-1.63%

BKI.AX

-0.56%

BC8.AX

-3.71%

XYZ.AX

2.3%

BSL.AX

-0.59%

BXB.AX

1.7%

BVS.AX

-0.49%

BRE.AX

-1.48%

BRG.AX

0.65%

BGP.AX

BFL.AX

-0.12%

BWP.AX

1.16%

CMM.AX

-5.26%

CSC.AX

-2.48%

CAR.AX

0.77%

CIN.AX

CYL.AX

-4.28%

CAT.AX

CWP.AX

-0.3%

CNI.AX

-0.99%

CIP.AX

0.82%

COF.AX

-0.54%

CGF.AX

-0.41%

CIA.AX

-0.39%

CHI.AX

CHC.AX

2.3%

CLW.AX

1.21%

CQR.AX

0.51%

CQE.AX

0.75%

CNU.AX

-0.74%

C79.AX

-2.5%

CVL.AX

-0.5%

CU6.AX

3.41%

CWY.AX

0.65%

CUV.AX

2.21%

CBO.AX

0.52%

COH.AX

1.95%

CDA.AX

2.28%

COL.AX

-0.31%

CKF.AX

2.22%

CBA.AX

0.54%

CPU.AX

1.07%

CEN.AX

0.91%

CXO.AX

-0.88%

CCP.AX

-0.24%

CMW.AX

-1.09%

CSL.AX

4.36%

CCL.AX

1.46%

DBI.AX

-1.08%

DTL.AX

1.45%

DTR.AX

-6.45%

DYL.AX

1.51%

DRR.AX

-0.11%

DVP.AX

-2.29%

DXS.AX

-0.96%

DXI.AX

0.2%

DDR.AX

-0.04%

DGT.AX

-1.05%

DJW.AX

DMP.AX

-1.25%

DOW.AX

-0.12%

DPM.AX

1.07%

DRO.AX

0.4%

DUR.AX

-1.79%

DNL.AX

0.26%

APE.AX

-0.55%

EBO.AX

-0.78%

EIQ.AX

-1.43%

ELD.AX

-0.98%

EOS.AX

-1.13%

ELV.AX

5.37%

ELS.AX

-0.96%

EHL.AX

-0.76%

EMR.AX

-2.65%

EDV.AX

0.15%

ERA.AX

EQR.AX

-0.94%

EUR.AX

-2.94%

EVN.AX

-3.48%

EVT.AX

-2.67%

FCL.AX

3.9%

FFM.AX

3.04%

FPH.AX

-0.31%

FPR.AX

-0.72%

FBU.AX

1.66%

FLT.AX

-0.26%

FRS.AX

-3.13%

FMG.AX

-0.36%

FRW.AX

FGX.AX

0.37%

FGG.AX

-2.04%

GLF.AX

GDG.AX

-0.7%

GNE.AX

0.96%

GMD.AX

-5.58%

GNP.AX

2.57%

GMG.AX

0.6%

GPT.AX

0.1%

GQG.AX

0.84%

GNG.AX

-3.62%

GNC.AX

0.3%

GGP.AX

-4.51%

GOZ.AX

0.22%

GCI.AX

0.24%

GYG.AX

0.98%

GWA.AX

-1.74%

HSN.AX

1.43%

HVN.AX

-0.73%

HGH.AX

HM1.AX

-0.35%

HLI.AX

-1.1%

HMC.AX

-0.51%

HDN.AX

HUB.AX

0.95%

IEL.AX

0.44%

IGO.AX

1.99%

ILU.AX

3.72%

IMD.AX

-0.12%

IMR.AX

-0.55%

IFT.AX

-0.57%

INA.AX

0.47%

ING.AX

-1.27%

IAG.AX

-4.59%

IDX.AX

0.51%

IPG.AX

0.99%

IPX.AX

IPH.AX

-1.63%

IRE.AX

0.25%

JHX.AX

0.9%

JBH.AX

-0.61%

JDO.AX

JMS.AX

KAR.AX

-3.19%

KLS.AX

0.69%

KCN.AX

-4.83%

KKC.AX

-0.25%

GLS.AX

2.86%

LGF.AX

-0.57%

L1G.AX

1.3%

LSF.AX

1.21%

LRV.AX

-3.11%

LFS.AX

LLC.AX

-0.51%

LFG.AX

1.61%

360.AX

1.97%

LIC.AX

-0.4%

LNW.AX

-3.7%

LIN.AX

2.57%

LTR.AX

-1.6%

LOV.AX

-3.96%

LYL.AX

-6.32%

LYC.AX

2.96%

MA1.AX

0.76%

MAF.AX

-0.62%

MGH.AX

MAH.AX

-1.83%

MQG.AX

-0.37%

MAQ.AX

1.16%

MAD.AX

-3.32%

MFG.AX

-0.21%

MMS.AX

0.73%

MPL.AX

-0.51%

MP1.AX

-0.57%

MCY.AX

-1.96%

MEZ.AX

-2.24%

MSB.AX

2.76%

MLX.AX

0.91%

MTS.AX

1.32%

MOT.AX

0.61%

MXT.AX

-0.39%

MMI.AX

-1.2%

MFF.AX

2.03%

MIN.AX

0.06%

MI6.AX

-0.52%

MIR.AX

-0.21%

MGR.AX

0.43%

MND.AX

-0.37%

MYS.AX

-0.42%

NAN.AX

0.31%

NAB.AX

0.9%

NGI.AX

-0.39%

NWL.AX

0.25%

NEU.AX

5.17%

NHC.AX

-0.73%

NEM.AX

-2.8%

NWS.AX

2.82%

NXG.AX

1.72%

NXT.AX

2.51%

NHF.AX

0.58%

NCK.AX

-0.5%

NIC.AX

1.6%

NEC.AX

-1.64%

NST.AX

-0.53%

NWH.AX

0.42%

NUF.AX

0.74%

OCL.AX

1.78%

OML.AX

OPH.AX

-0.71%

OBM.AX

-6.1%

ORI.AX

1.14%

ORG.AX

0.42%

ORA.AX

-0.18%

PDN.AX

1.86%

PNR.AX

-4.01%

PPC.AX

-0.29%

PPM.AX

-0.31%

PRN.AX

0.22%

PPT.AX

-2.29%

PCI.AX

0.93%

PRU.AX

-3.02%

PXA.AX

-1.28%

PNI.AX

-0.91%

PL8.AX

1.84%

PLS.AX

2.74%

PGF.AX

1.24%

PNV.AX

-1.05%

PDI.AX

-10.43%

PMV.AX

-0.77%

PME.AX

4.73%

PWH.AX

0.74%

PYC.AX

-2.88%

QAN.AX

1.78%

QBE.AX

0.57%

QAL.AX

0.35%

QRI.AX

QUB.AX

-0.2%

RMS.AX

-2.9%

RHC.AX

2.82%

REA.AX

0.3%

RDX.AX

1.76%

REH.AX

0.25%

RF1.AX

1.61%

RPL.AX

-0.34%

RG1.AX

-2.02%

RGN.AX

0.83%

REG.AX

6.08%

RRL.AX

-2.51%

RWC.AX

4.49%

RMD.AX

2.9%

RSG.AX

-5.09%

SGLLV.AX

2.45%

RIC.AX

0.38%

RIO.AX

-2.35%

RXL.AX

-2.35%

RFF.AX

-0.73%

RYM.AX

1.09%

SFR.AX

-2.51%

SMI.AX

0.97%

STO.AX

-1.85%

SCG.AX

0.13%

SEK.AX

2.19%

SHV.AX

-2.3%

SRV.AX

0.3%

SSM.AX

-1.34%

SGH.AX

1.79%

SHA.AX

-1.21%

SIG.AX

0.18%

SLX.AX

1.09%

SGM.AX

1.34%

SDR.AX

-1.19%

SKS.AX

0.33%

SIQ.AX

1.15%

SHL.AX

0.61%

S32.AX

-3.74%

SX2.AX

-3.86%

SXE.AX

-1.57%

SPK.AX

-1.18%

SRG.AX

0.62%

SBM.AX

-4.02%

SMR.AX

-0.62%

SDF.AX

-0.4%

SGP.AX

0.36%

SNZ.AX

SUN.AX

-0.39%

SRL.AX

-1.17%

SUL.AX

-0.93%

SLC.AX

-0.3%

SNL.AX

-0.99%

SYL.AX

-0.66%

TAH.AX

0.91%

TEA.AX

5.2%

TNE.AX

1.35%

TLX.AX

9.55%

TLS.AX

-0.2%

TPW.AX

-1.52%

A2M.AX

2.58%

TLC.AX

0.09%

SGR.AX

1.04%

TVN.AX

7.55%

TWR.AX

0.32%

TPG.AX

TCL.AX

-0.07%

TWE.AX

1.08%

TUA.AX

-0.65%

TCG.AX

-5.77%

TRA.AX

UNI.AX

0.4%

VAU.AX

-2.63%

VNT.AX

-1.7%

VCX.AX

0.2%

VGN.AX

-0.18%

VEA.AX

-3.37%

VUL.AX

3.02%

VSL.AX

-0.2%

VYS.AX

-0.49%

WA1.AX

-0.73%

WGN.AX

-3.53%

WAM.AX

WGB.AX

1.42%

WLE.AX

SOL.AX

0.62%

WPR.AX

1.83%

WQG.AX

-1.59%

WEB.AX

-1.72%

WBT.AX

-1.9%

WES.AX

1.12%

WAF.AX

-5.7%

WGX.AX

-2.59%

WBC.AX

0.68%

WHF.AX

1.08%

WHC.AX

-0.42%

WIA.AX

-1.65%

WC8.AX

3.43%

WTN.AX

WTC.AX

16.5%

WDS.AX

-1.87%

WOW.AX

1.33%

WOR.AX

0.66%

XRO.AX

8.52%

YAL.AX

-1.03%

ZIM.AX

1.42%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.44	0.1	0.07
SSO ASX Small Caps	15.91	-0.05	-0.31
IVV S&P 500	71.16	0.31	0.44
NDQ Nasdaq	62.71	-0.34	-0.54
F100 FTSE 100	15.07	0.14	0.94
ASIA Asia Tech	22.41	-0.17	-0.75
IEU Europe	104.16	0.19	0.18
IEM Emerging Markets	98.60	-0.84	-0.84
Gold Gold	53.78	-0.24	-0.44
ACDC Battery Tech	162.73	-3.13	-1.89

COMMODITIES	Close($)	-/+	%
Gold	4,064.59	-43.7567	-1.07
Silver	61.08	-0.9433	-1.52
Platinum	1,633.40	-18.4	-1.11
Palladium	1,226.49	-11.0143	-0.89
Ice Brent Crude	77.00	-0.9	-1.16
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6908	-0.0006	-0.09
Euro	1.1363	-0.0015	-0.13
British Pound	1.3191	-0.0012	-0.09
Canadian Dollar	1.4211	0.0004	0.03
New Zealand Dollar	0.5654	-0.0013	-0.23
Chinese Yuan	6.8017	0.0117	0.17
Japanese Yen	161.5300	0.04	0.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.72	-4%	127.27%	0.30 0.79
BGL	Bellevue Gold Ltd	1.33	-5.85%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.82	-1.84%	68.13%	35.79 65.98
FMG	Fortescue Ltd	19.17	-0.54%	32.53%	14.78 23.38
NHC	New Hope Corporation Ltd	5.43	-0.82%	40.62%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.22	-0.42%	48.11%	5.31 9.90
NEM	Newmont Cdi	137.83	-2.73%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.74	1.66%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.37	-2.81%	80.53%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	2.71	27.83
WTC	Wisetech Global	33.51	16.5
BCI	Bci Minerals	0.42	12
TLX	Telix Pharmaceut	15.95	9.55
XRO	Xero	70.54	8.52
TVN	Tivan	0.29	7.55
REG	Regis Healthcare	6.63	6.08
4DX	4dmedical	4.99	5.5
ELV	Elevra Lithium	11.18	5.37
TEA	Tasmea	9.50	5.2

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PDI	Predictive Disco	0.84	-10.43
BPT	Beach Energy	0.86	-8.78
ALK	Alkane Resources	1.49	-7.01
DTR	Dateline Resourc	0.15	-6.45
LYL	Lycopodium	17.79	-6.32
OBM	Ora Banda Mining	1.16	-6.1
BGL	Bellevue Gold	1.33	-5.85
TCG	Turaco Gold	0.49	-5.77
WAF	West African Res	2.98	-5.7
GMD	Genesis Minerals	5.50	-5.58

OPINION

Latest Market Matters Opinions

24/06/2026 09:34

Ashland Inc (NYSE: ASH) US$63.94

Ashland has had a difficult run over the past few years, so the recent share price strength on takeover speculation has been a welcome development for shareholders, including MM. While the stock has rallied sharply over the past few weeks, it still trades on 16x depressed earnings, suggesting the market remains sceptical of its ability to turn things around.

24/06/2026 09:33

International Equities Portfolio

The Market Matters International Equities Portfolio is a high-conviction direct international equities portfolio that targets well-known global brands – Click here to view

ACTION

image description

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: SpaceX sell-off reverberates around the World

Morning report 24/06/2026

Afternoon Report

The Match Out: Banks hold firm as Materials & Tech weigh on the ASX

Afternoon report 23/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Hi MM Team, Please can you provide your thoughts on the current Acrow (ACF) capital raise. Recently you suggested that infrastructure was an area of the market worth considering for investment. Does ACF fit the mould as an infrastructure play? Thanks, JanP

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

10.51% Active Growth Portfolio

9.89% Shawn’s Trade Ideas

16.87% Active Income Portfolio

30.70% International Equities Portfolio

10.81% Emerging Companies Portfolio

7.75% Core ETF Portfolio

10.51% Active Growth Portfolio 9.89% Shawn’s Trade Ideas 16.87% Active Income Portfolio 30.70% International Equities Portfolio 10.81% Emerging Companies Portfolio 7.75% 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 1 year to 31st May 2026

Latest View Points

CNI

ASH US

SGF

CGF

SPCX US

MI6

KCN

FFM

EOS

ELV

WTC

MTS

Chart of the week

Sandfire Resources Ltd (SFR)

Aus. Investment blog Subscribe to blog

SiteMinder (ASX: SDR) & Webjet (ASX: WEB) lead tourism stocks higher

Australian tourism stocks gain after the government lowered its travel advice for some Middle Eastern countries.

ASX: SDR 09/06/2026

Why is REA Group (ASX: REA) testing 18-month Lows?

REA Group fell the most in 4-months this morning after being cut to a sell at Bell Potter with $137 PT.

ASX:REA 09/06/2026

Morning Report

Portfolio Positioning: SpaceX sell-off reverberates around the World

Morning report 24/06/2026

Afternoon Report

The Match Out: Banks hold firm as Materials & Tech weigh on the ASX

Afternoon report 23/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

Latest View Points

CNI

ASH US

SGF

CGF

SPCX US

MI6

KCN

FFM

EOS

ELV

WTC