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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-24.93%

4DX.AX

1.83%

ABG.AX

-1.71%

ASK.AX

AX1.AX

-3.68%

AIS.AX

3.2%

AGL.AX

AIZ.AX

AAI.AX

4.55%

ALK.AX

1.86%

A4N.AX

1.64%

ALQ.AX

0.21%

AMCDD.AX

-2.74%

AOV.AX

-1.35%

AMP.AX

-4.17%

AEL.AX

4.35%

ALD.AX

0.2%

ASL.AX

6.12%

ANN.AX

-0.35%

AZY.AX

6.34%

ANZ.AX

-2.08%

APA.AX

1.02%

ARU.AX

3.64%

ARB.AX

-4.15%

ARF.AX

-0.28%

ARG.AX

-0.65%

ALL.AX

-0.96%

AYA.AX

-2.2%

APZ.AX

-2.9%

ASX.AX

0.28%

ALX.AX

-1.43%

AUB.AX

0.32%

AIA.AX

-1.24%

AMI.AX

8.62%

AZJ.AX

-1.39%

AUC.AX

9.24%

ABB.AX

-1.46%

ASB.AX

-1.12%

AAC.AX

-1.1%

AEF.AX

3.26%

AFG.AX

-2.35%

AFI.AX

-0.28%

AUI.AX

-1.49%

ASG.AX

-1.03%

BOQ.AX

-1.08%

BMN.AX

BAP.AX

-1.39%

BCI.AX

BPT.AX

2.73%

BLX.AX

-1.11%

BGA.AX

-0.67%

BGL.AX

8.43%

BEN.AX

-0.74%

BHP.AX

1.47%

BKI.AX

-0.14%

BC8.AX

2.33%

XYZ.AX

-2.53%

BSL.AX

-1.9%

BMC.AX

-2.94%

BOE.AX

-0.28%

BXB.AX

-0.84%

BVS.AX

-4.68%

BRE.AX

3.94%

BRG.AX

-2.18%

BGP.AX

BFL.AX

1.72%

BWP.AX

-0.52%

CMM.AX

2.08%

CSC.AX

-0.58%

CAR.AX

-1.85%

CIN.AX

2.59%

CYL.AX

-0.22%

CAT.AX

-3.38%

CWP.AX

-0.24%

CNI.AX

-1.5%

CIP.AX

-0.3%

COF.AX

-2.22%

CHN.AX

5.62%

CGF.AX

0.11%

CIA.AX

1.42%

CHC.AX

-0.74%

CLW.AX

-1.98%

CQR.AX

-1.93%

CQE.AX

-1.64%

CNU.AX

0.37%

C79.AX

2.28%

CVL.AX

0.61%

CU6.AX

-2.92%

CWY.AX

-1.59%

CUV.AX

-4.61%

CBO.AX

-1.07%

COH.AX

0.19%

CDA.AX

2.22%

COL.AX

-0.43%

CKF.AX

-1.27%

CBA.AX

-2.17%

CPU.AX

-1.87%

CEN.AX

0.38%

CXO.AX

7.41%

CRN.AX

-2.27%

CCP.AX

0.07%

CMW.AX

CSL.AX

-0.33%

CCL.AX

1.83%

DBI.AX

0.63%

DTL.AX

0.92%

DTR.AX

DYL.AX

2.24%

DRR.AX

0.88%

DVP.AX

3.5%

DXS.AX

-1.58%

DXI.AX

-1.51%

DDR.AX

-0.88%

DGT.AX

-3.6%

DUI.AX

-0.57%

DJW.AX

DMP.AX

0.17%

DOW.AX

0.12%

DPM.AX

4.11%

DRO.AX

-8.86%

DUR.AX

0.89%

DNL.AX

2.99%

APE.AX

-0.32%

EBO.AX

-0.22%

ELD.AX

-1.09%

EOS.AX

-5.96%

ELV.AX

4.32%

ELS.AX

-7.19%

EHL.AX

3.03%

EMR.AX

13.23%

EDV.AX

-1.54%

EOL.AX

0.06%

ERA.AX

EQR.AX

13.04%

EQT.AX

-4.16%

EUR.AX

-1.67%

EVN.AX

9.47%

EVT.AX

-0.24%

FCL.AX

-5.28%

FFM.AX

1.46%

FPH.AX

-0.63%

FPR.AX

-0.36%

FBU.AX

-1.5%

FLT.AX

-1.15%

FML.AX

10.03%

FMG.AX

1.71%

FRW.AX

FGX.AX

-1.12%

FGG.AX

-0.96%

GEM.AX

0.74%

GLN.AX

21.33%

GLF.AX

-0.39%

GDG.AX

-2.44%

GNE.AX

0.96%

GMD.AX

3.02%

GTK.AX

-0.71%

GNP.AX

1.25%

GMG.AX

-1.86%

GPT.AX

-1.96%

GQG.AX

-1.58%

GNG.AX

2.42%

GNC.AX

-0.14%

GGP.AX

5.93%

GOZ.AX

-0.83%

GCI.AX

GYG.AX

-0.32%

GWA.AX

-1.11%

HSN.AX

-4.09%

HVN.AX

-2.51%

HLS.AX

HGH.AX

HM1.AX

0.96%

HLI.AX

0.53%

HMC.AX

-6.47%

HDN.AX

-1.83%

HUB.AX

0.18%

IEL.AX

-0.17%

IGO.AX

2.45%

ILU.AX

IMD.AX

2.07%

IMM.AX

-2.38%

IMR.AX

0.99%

IFT.AX

-0.73%

INA.AX

-1.19%

ING.AX

-1.18%

IFL.AX

0.22%

IAG.AX

-1.46%

IDX.AX

-1.15%

INR.AX

12.2%

IPX.AX

6.48%

IPH.AX

-2.4%

IRE.AX

0.24%

JHX.AX

-0.14%

JBH.AX

-3.46%

JDO.AX

-0.54%

JIN.AX

0.37%

JMS.AX

KAR.AX

0.95%

KLS.AX

-0.73%

KCN.AX

0.58%

KKC.AX

-0.87%

GLS.AX

L1G.AX

0.46%

LSF.AX

1.19%

LRV.AX

5.14%

LFS.AX

-0.49%

LLC.AX

-0.2%

LFG.AX

-0.74%

360.AX

-1.08%

LIC.AX

-1.89%

LNW.AX

-2.63%

LIN.AX

-2.04%

LTR.AX

3.83%

LOTDB.AX

3.08%

LOV.AX

-2.74%

LYL.AX

-2.01%

LYC.AX

6.69%

MA1.AX

MAF.AX

0.92%

MGH.AX

0.18%

MAH.AX

MQG.AX

-0.54%

MAQ.AX

1.48%

MAD.AX

1.66%

MFG.AX

-1.54%

MMS.AX

-0.93%

MPL.AX

1.29%

MEK.AX

8.93%

MP1.AX

-0.16%

MCY.AX

-0.36%

MEZ.AX

-2.82%

MSB.AX

-1.57%

MTM.AX

-6.52%

MLX.AX

7.44%

MTS.AX

MEI.AX

4.55%

MOT.AX

0.26%

MXT.AX

MFF.AX

-1.64%

MGX.AX

2.22%

MIN.AX

2.29%

MI6.AX

-4.21%

MIR.AX

-0.96%

MGR.AX

-0.99%

MND.AX

1.93%

MYR.AX

-2.13%

MYS.AX

-1.34%

NAN.AX

-1.26%

NAB.AX

-1.62%

NSR.AX

0.36%

NGI.AX

-1.55%

NWL.AX

0.19%

NEU.AX

0.66%

NHC.AX

3.34%

NMG.AX

9.68%

NEM.AX

4.95%

NWS.AX

-0.29%

NXG.AX

0.17%

NXT.AX

-1.82%

NHF.AX

-0.15%

NCK.AX

-0.39%

NIC.AX

1.09%

NEC.AX

-1.33%

NST.AX

2.18%

NVA.AX

6.61%

NWH.AX

0.77%

NUF.AX

-0.83%

NXL.AX

-4.68%

OCL.AX

0.26%

OCA.AX

1.39%

OML.AX

-0.76%

OPH.AX

-0.62%

OBM.AX

-0.3%

ORI.AX

0.97%

ORG.AX

1.23%

ORA.AX

-0.47%

PDN.AX

13.14%

PNR.AX

5.07%

PPC.AX

0.5%

PPM.AX

-2.94%

PRN.AX

4.26%

PPT.AX

-1.28%

PCI.AX

PRU.AX

3.95%

PXA.AX

0.5%

PNI.AX

-3.05%

PL8.AX

PLS.AX

4.43%

PGF.AX

0.33%

PNV.AX

-0.89%

PDI.AX

PMV.AX

-3.26%

PME.AX

-4.38%

PFP.AX

-0.6%

PWH.AX

0.2%

PYC.AX

1.49%

QAN.AX

-0.94%

QBE.AX

-1.61%

QOR.AX

-7.32%

QAL.AX

1.7%

QRI.AX

QUB.AX

0.21%

RMS.AX

4.77%

RHC.AX

0.95%

REA.AX

-2.44%

RDX.AX

-2.17%

REH.AX

-1.49%

RG1.AX

1.65%

RF1.AX

1.39%

RPL.AX

-2.95%

RGN.AX

-0.83%

REG.AX

-1.79%

RRL.AX

3.66%

RWC.AX

-3.4%

RMD.AX

-0.53%

RSG.AX

2.3%

SGLLV.AX

0.88%

RIC.AX

-0.8%

RIO.AX

2.57%

RXR.AX

-1.08%

RXL.AX

0.88%

RUL.AX

-0.2%

RFF.AX

-1.94%

RYM.AX

0.2%

SFR.AX

2.27%

SMI.AX

1.74%

STO.AX

-0.98%

SCG.AX

-1.43%

SEK.AX

-3.78%

SHV.AX

-2.58%

SRV.AX

8.04%

SSM.AX

1.4%

SGH.AX

-2.71%

SHA.AX

0.92%

SIG.AX

SLX.AX

-5.88%

SGM.AX

0.35%

SDR.AX

-1.25%

SKC.AX

SPZ.AX

SIQ.AX

-1.79%

SHL.AX

0.26%

S32.AX

0.72%

SX2.AX

10.24%

SXE.AX

0.81%

SPK.AX

-0.77%

SRG.AX

-1.64%

SBM.AX

20.34%

SMR.AX

SDF.AX

-0.56%

SGP.AX

-2.36%

SNZ.AX

0.19%

SUN.AX

-3.06%

SRL.AX

5.52%

SUL.AX

-3%

SLC.AX

0.42%

SNL.AX

-0.26%

SYL.AX

-0.59%

TAH.AX

-2.13%

TEA.AX

0.47%

TNE.AX

-3.03%

TLX.AX

-7.66%

TLS.AX

-0.84%

TPW.AX

-0.87%

A2M.AX

-3.35%

TLC.AX

-1.57%

SGR.AX

-2.86%

TVN.AX

8.06%

TWR.AX

-2.68%

TPG.AX

0.51%

TCL.AX

-0.94%

TWE.AX

-1.45%

TUA.AX

-0.27%

TCG.AX

TRA.AX

2.12%

TYR.AX

-1.02%

USL.AX

-3.24%

UNI.AX

-0.36%

VAU.AX

3.8%

VNT.AX

-1.59%

VCX.AX

-2.33%

VGN.AX

-0.3%

VEA.AX

VUL.AX

6.97%

VSL.AX

1.84%

WA1.AX

3.59%

WGN.AX

-1.35%

WAM.AX

-0.27%

WGB.AX

-0.82%

WLE.AX

SOL.AX

0.21%

WPR.AX

-0.8%

WEB.AX

-0.21%

WBT.AX

-2.76%

WES.AX

-2.65%

WAF.AX

4.4%

WGX.AX

9.61%

WBC.AX

-1.24%

WHF.AX

-1.29%

WHC.AX

1.01%

WIA.AX

6.38%

WC8.AX

5.68%

WTN.AX

WTC.AX

-2.36%

WDS.AX

0.09%

WOW.AX

-0.29%

WOR.AX

-0.62%

XRO.AX

-5.15%

YAL.AX

3.23%

ZIM.AX

4.59%

ZIP.AX

-4.32%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.01	-0.52	-0.35
SSO ASX Small Caps	17.90	0.1	0.56
IVV S&P 500	67.38	-0.44	-0.65
NDQ Nasdaq	54.85	-0.33	-0.6
F100 FTSE 100	15.09	-0.12	-0.79
ASIA Asia Tech	15.37	-0.1	-0.65
IEU Europe	102.55	-0.11	-0.11
IEM Emerging Markets	86.44	-0.51	-0.59
Gold Gold	66.46	2.59	4.06
ACDC Battery Tech	152.48	1.73	1.15

COMMODITIES	Close($)	-/+	%
Gold	4,866.29	103.0784	2.16
Silver	94.97	0.4009	0.42
Platinum	2,454.25	-8.3567	-0.34
Palladium	1,863.03	-2.47	-0.13
Ice Brent Crude	64.00	0.06	0.09
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6752	0.0017	0.25
Euro	1.1708	-0.0016	-0.14
British Pound	1.3440	0.0005	0.04
Canadian Dollar	1.3834	-0.0001	-0.01
New Zealand Dollar	0.5845	0.0014	0.24
Chinese Yuan	6.9648	0.0049	0.07
Japanese Yen	157.8900	-0.26	-0.16

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	4.81	0.63%	35.41%	3.50 5.02
DDR	Dicker Data Ltd	10.11	-0.88%	21.43%	7.58 10.94
GQG	Gqg Partners Inc	1.56	-1.58%	-19.59%	1.43 2.61
HUB	Hub24 Ltd	101.39	0.18%	55.16%	48.84 122.03
JHX	James Hardie Ind	34.75	-0.14%	-36.15%	24.41 55.18
MGR	Mirvac Group	2.01	-0.99%	4.10%	1.88 2.46
NSR	National Storage Reit	2.75	0.36%	18.61%	2.05 2.85
PDN	Paladin Energy Ltd	13.17	13.14%	40.07%	3.93 11.96
WTC	Wisetech Global Ltd	62.02	-2.36%	-46.17%	61.49 130.50
XRO	Xero Ltd	98.90	-5.15%	-38.18%	98.23 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
GLN	Galan Lithium	0.46	21.33
SBM	St Barbara	0.71	20.34
EMR	Emerald Resource	7.96	13.23
PDN	Paladin Energy	13.17	13.14
EQR	Eq Resources	0.13	13.04
INR	Ioneer	0.23	12.2
SX2	Southern Cro Cdi	11.09	10.24
FML	Focus Minerals L	3.95	10.03
NMG	New Murchison	0.07	9.68
WGX	Westgold Resourc	7.53	9.61

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
29M	29metals	0.43	-24.93
DRO	Droneshield	4.32	-8.86
TLX	Telix Pharmaceut	10.61	-7.66
QOR	Qoria	0.38	-7.32
ELS	Elsight	3.87	-7.19
MTM	Metallium	0.86	-6.52
HMC	Hmc Capltd Fpo	4.05	-6.47
EOS	Electro Optic Sy	10.09	-5.96
SLX	Silex Systems	6.72	-5.88
FCL	Fineos Corporati	2.51	-5.28

OPINION

Latest Market Matters Opinions

21/01/2026 17:36

Broker Moves

• Navigator Global Cut to Accumulate at Morgans Financial Limited • GDG AU Raised to Buy at Morgans Financial Limited; PT A$7.95 • COG Financial Raised to Buy at Morgans Financial Limited • Reece Rated New Hold at Jefferies; PT A$15.90 • Dyno Nobel Raised to Buy at Jefferies; PT A$4 • HUB24 Raised to Hold at Jefferies; PT A$99.50 • HUB24 Raised to Buy at Moelis & Company; PT A$118.04 • South32 Cut to Hold at SBG Securities; PT A$4.53 • REA Group Raised to Buy at Citi; PT A$222.70

21/01/2026 17:36

What Mattered Today

The ASX fell for a third consecutive session, although strength in some pockets (resources) was enough to only see modest declines at the index level. Tech and banks the major drags, while Gold rallied another $US100/oz to hit yet another record high at $US4871/oz - so much for it being a crowded trade!

ACTION

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Market Matters Content

Portfolio Positioning: “Trump Jitters” come early in 2026

Morning report 21/01/2026

Afternoon Report

The Match Out: Resources cap market weakness, Paladin (PDN) up 13%

Afternoon report 21/01/2026

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

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Latest View Points

ARB

PSHZF US

CLW

AMC

SEK

TNE

HUB

SLX

RSG

PNR

OBM

NXG

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Paladin (PDN) surges over 13% following a strong quarter

Paladin Energy shares are surging over 13% to the highest since October 2024 after an impressive 2Q.

ASX:PDN 20/01/2026

Xero (XRO) leads growth names higher, is the worm turning?

Xero (XRO) advances over 3% on a weak day for the ASX

ASX:XRO 20/01/2026

Morning Report

Portfolio Positioning: “Trump Jitters” come early in 2026

Morning report 21/01/2026

Afternoon Report

The Match Out: Resources cap market weakness, Paladin (PDN) up 13%

Afternoon report 21/01/2026

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

ARB

PSHZF US

CLW

AMC

SEK

TNE

HUB