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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-5.49%

4DX.AX

-4.42%

ABG.AX

1.34%

ASK.AX

-0.66%

AX1.AX

-3.21%

AIS.AX

-6.19%

A1G.AX

3.21%

AGL.AX

2.73%

AIZ.AX

1.02%

AAI.AX

1.48%

ALK.AX

A4N.AX

-5%

ALQ.AX

-0.37%

AMC.AX

2.48%

AOV.AX

3.72%

AMP.AX

-26.65%

AEL.AX

ALD.AX

-0.91%

ANN.AX

-2.85%

ANZ.AX

8.47%

APA.AX

1.35%

ARU.AX

ARB.AX

-1.97%

ARF.AX

-1.42%

ARG.AX

ALL.AX

-3.85%

AYA.AX

-4.21%

APZ.AX

-2.29%

ASX.AX

-1.7%

ALX.AX

-1.28%

AUB.AX

-2.05%

AIA.AX

AMI.AX

AZJ.AX

-0.55%

AUC.AX

-4.09%

ABB.AX

-2.69%

ASB.AX

-2.92%

AAC.AX

-0.74%

AEF.AX

-6.18%

AFG.AX

-2.93%

AFI.AX

-0.72%

AUI.AX

0.7%

ASG.AX

3.48%

BOQ.AX

1.57%

BMN.AX

BAP.AX

-5.51%

BCI.AX

-1.23%

BPT.AX

-2.21%

BLX.AX

-0.76%

BGA.AX

-2.11%

BGL.AX

BEN.AX

1.32%

BNZ.AX

1.25%

BHP.AX

BKI.AX

1.73%

BC8.AX

-1.41%

XYZ.AX

-6.88%

BSL.AX

0.21%

BOE.AX

-0.86%

BXB.AX

-0.48%

BVS.AX

-3.08%

BRE.AX

5.28%

BRG.AX

1.7%

BGP.AX

-0.24%

BFL.AX

BWP.AX

-0.8%

CMM.AX

-0.35%

CSC.AX

0.72%

CAR.AX

-5.26%

CIN.AX

CYL.AX

-3.27%

CAT.AX

-6.23%

CWP.AX

-1.79%

CNI.AX

-3.2%

CIP.AX

-2.47%

COF.AX

-0.48%

CHN.AX

-1%

CGF.AX

-6.02%

CIA.AX

-3.1%

CHC.AX

-1.37%

CLW.AX

-1.06%

CQR.AX

-1.01%

CQE.AX

CNU.AX

-0.26%

C79.AX

1.51%

CVL.AX

0.32%

CU6.AX

-7.06%

CWY.AX

-0.83%

CUV.AX

-1.47%

CBO.AX

0.29%

COH.AX

-3.59%

CDA.AX

-3.36%

COL.AX

0.92%

CKF.AX

CBA.AX

5.41%

CPU.AX

-2.75%

CEN.AX

0.73%

CXO.AX

-2.33%

CRN.AX

-10.53%

CCP.AX

0.32%

CMW.AX

CSL.AX

-6.88%

CCL.AX

-3.41%

DBI.AX

-0.2%

DTL.AX

0.42%

DTR.AX

-3.23%

DYL.AX

-1.98%

DRR.AX

-0.93%

DVP.AX

-1.28%

DXS.AX

-1.86%

DXI.AX

-1.57%

DDR.AX

-5.1%

DGT.AX

-2.16%

DUI.AX

-0.18%

DJW.AX

DMP.AX

-4.74%

DOW.AX

-1.62%

DPM.AX

5.72%

DRO.AX

-6.69%

DUR.AX

-2.3%

DNL.AX

-2.39%

APE.AX

-2.83%

EBO.AX

-1.49%

ELD.AX

-0.83%

EOS.AX

-7.81%

ELV.AX

-0.89%

ELS.AX

-2.99%

EHL.AX

4.94%

EMR.AX

-0.58%

EDV.AX

0.26%

ERA.AX

-14.29%

EQR.AX

-6%

EQT.AX

-0.4%

EVN.AX

-1.54%

EVT.AX

-1.25%

FCL.AX

-2.87%

FFM.AX

-1.53%

FPH.AX

-1.16%

FPR.AX

-4.03%

FBU.AX

-1.56%

FLT.AX

-4.74%

FML.AX

-2.05%

FRS.AX

6.19%

FMG.AX

-1.95%

FRW.AX

FGX.AX

-1.79%

FGG.AX

0.32%

GLF.AX

1.23%

GDG.AX

-9.45%

GNE.AX

1.92%

GMD.AX

-0.55%

GTK.AX

-3.85%

GNP.AX

-1.43%

GMG.AX

-1.69%

GPT.AX

-1.96%

GQG.AX

-0.62%

GNG.AX

1.1%

GNC.AX

-1.54%

GGP.AX

-0.08%

GOZ.AX

-2.63%

GCI.AX

GYG.AX

-5.08%

GWA.AX

0.38%

HSN.AX

-3.83%

HVN.AX

-0.46%

HLS.AX

-6.43%

HGH.AX

-4.11%

HM1.AX

-2.72%

HLI.AX

-2.52%

HMC.AX

-7.78%

HDN.AX

-0.77%

HUB.AX

-8.65%

IEL.AX

-12.23%

IGO.AX

0.35%

ILU.AX

0.18%

IMD.AX

-1.32%

IMM.AX

-3.85%

IMR.AX

2.54%

IFT.AX

-0.52%

INA.AX

-2.8%

ING.AX

-2.06%

IFL.AX

IAG.AX

-6.72%

IDX.AX

-3.14%

IPX.AX

-4.13%

IPH.AX

-0.83%

IRE.AX

-4.34%

JHX.AX

1.03%

JBH.AX

-0.98%

JDO.AX

-3.39%

JIN.AX

-3.1%

JMS.AX

-5%

KAR.AX

-2.7%

KLS.AX

-2.24%

KCN.AX

-0.54%

KKC.AX

-0.87%

GLS.AX

-0.5%

L1G.AX

-3.2%

LSF.AX

-2.97%

LRV.AX

1.86%

LFS.AX

1.62%

LLC.AX

-0.22%

LFG.AX

-1.02%

360.AX

-8.31%

LIC.AX

0.17%

LNW.AX

-7.46%

LIN.AX

1.22%

LTR.AX

1.16%

LOV.AX

-11.02%

LYL.AX

0.13%

LYC.AX

1.52%

MA1.AX

MAF.AX

-2.71%

MGH.AX

-1.61%

MAH.AX

-4.32%

MQG.AX

-0.98%

MAQ.AX

-1.78%

MAD.AX

-1.63%

MFG.AX

-4.16%

MMS.AX

-3.54%

MPL.AX

-2.18%

MEK.AX

2.22%

MP1.AX

-4.84%

MCY.AX

1.85%

MEZ.AX

1.65%

MSB.AX

-4.67%

MTM.AX

-5.03%

MLX.AX

-0.76%

MTS.AX

0.6%

MEI.AX

2.5%

MOT.AX

MXT.AX

MFF.AX

-2.29%

MGX.AX

MIN.AX

1.36%

MI6.AX

-3.49%

MIR.AX

-0.97%

MGR.AX

-1.53%

MND.AX

0.73%

MYR.AX

-2.56%

MYS.AX

-1.06%

NAN.AX

-3.65%

NAB.AX

2.31%

NSR.AX

NGI.AX

-3.56%

NWL.AX

-7.04%

NEU.AX

1.04%

NHC.AX

NMG.AX

NEM.AX

0.56%

NWS.AX

-4.8%

NXG.AX

0.06%

NXT.AX

-2.73%

NHF.AX

-2.45%

NCK.AX

-3.76%

NIC.AX

2.56%

NEC.AX

-1.74%

NST.AX

NWH.AX

0.37%

NUF.AX

-1.91%

OCL.AX

-6.81%

OML.AX

-0.86%

OPH.AX

-2.97%

OBM.AX

0.39%

ORI.AX

0.51%

ORG.AX

3.88%

ORA.AX

0.45%

PDN.AX

0.73%

PNR.AX

-2.03%

PPC.AX

-0.78%

PPM.AX

0.88%

PRN.AX

0.38%

PPT.AX

-3.38%

PCI.AX

PRU.AX

0.17%

PXA.AX

-1.73%

PNI.AX

-6.35%

PL8.AX

PLS.AX

3.75%

PGF.AX

0.63%

PNV.AX

-7.5%

PDI.AX

2.23%

PMV.AX

-1.51%

PME.AX

-23.88%

PFP.AX

-1.99%

PWH.AX

-4.43%

PYC.AX

-1%

QAN.AX

0.38%

QBE.AX

-2%

QAL.AX

-3.54%

QRI.AX

-0.32%

QUB.AX

-1.42%

RMS.AX

-0.42%

RHC.AX

-1.18%

REA.AX

-3.29%

RDX.AX

-8.89%

REH.AX

-2.03%

RF1.AX

0.56%

RPL.AX

-4.89%

RG1.AX

-0.42%

RGN.AX

-0.44%

REG.AX

-3.63%

RRL.AX

-0.95%

RWC.AX

-0.99%

RMD.AX

-2.61%

RSG.AX

1.05%

SGLLV.AX

-3.43%

RIC.AX

-2.02%

RIO.AX

2.58%

RXR.AX

3.28%

RXL.AX

-1.89%

RFF.AX

0.5%

RYM.AX

-2.97%

SFR.AX

0.15%

SMI.AX

-2.87%

STO.AX

-1.59%

SCG.AX

-5.33%

SEK.AX

-6.15%

SHV.AX

-2.84%

SRV.AX

-1.37%

SSM.AX

-2.62%

SGH.AX

-3.3%

SHA.AX

-1%

SIG.AX

-1.61%

SLX.AX

-2.63%

SGM.AX

0.89%

SDR.AX

-12.93%

SKC.AX

-3.27%

SPZ.AX

-3.24%

SIQ.AX

-2.46%

SHL.AX

-1.59%

S32.AX

-3%

SX2.AX

3.73%

SXE.AX

-0.71%

SPK.AX

-0.8%

SRG.AX

-1.99%

SBM.AX

SMR.AX

-6.36%

SDF.AX

-4.38%

SGP.AX

-1.35%

STK.AX

-4.35%

SNZ.AX

1.82%

SUN.AX

-1.42%

SRL.AX

-3.08%

SUL.AX

0.07%

SLC.AX

-0.84%

SNL.AX

-2.25%

SYL.AX

-1.58%

TAH.AX

-2.25%

TEA.AX

-3.48%

TNE.AX

-6.91%

TLX.AX

-6.87%

TLS.AX

TPW.AX

-32.63%

A2M.AX

-1.04%

TLC.AX

-1.72%

SGR.AX

-6.9%

TVN.AX

-2.22%

TWR.AX

-0.62%

TPG.AX

-0.26%

TCL.AX

0.07%

TWE.AX

-0.19%

TUA.AX

-2.41%

TCG.AX

3.65%

USL.AX

3.43%

UNI.AX

-2.05%

VAU.AX

1.04%

VNT.AX

-2.87%

VCX.AX

-0.39%

VGN.AX

0.3%

VEA.AX

-1.67%

VUL.AX

-1.07%

VSL.AX

-3.52%

WA1.AX

-3.41%

WGN.AX

-2%

WAM.AX

-1.11%

WGB.AX

-1.22%

WLE.AX

0.37%

SOL.AX

-0.55%

WPR.AX

-0.8%

WEB.AX

-2.43%

WBT.AX

-2.04%

WES.AX

-0.35%

WAF.AX

0.55%

WGX.AX

0.41%

WBC.AX

1.81%

WHF.AX

0.57%

WHC.AX

-2.94%

WIA.AX

1.08%

WC8.AX

12.99%

WTN.AX

WTC.AX

-6.62%

WDS.AX

1.04%

WOW.AX

1.45%

WOR.AX

1.11%

XRO.AX

-8.43%

YAL.AX

1.83%

ZIM.AX

-2.57%

ZIP.AX

-5.8%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.60	0.6	0.4
SSO ASX Small Caps	16.91	-0.21	-1.23
IVV S&P 500	65.13	-0.01	-0.02
NDQ Nasdaq	52.29	0.02	0.04
F100 FTSE 100	15.08	0.17	1.14
ASIA Asia Tech	15.69	0.14	0.9
IEU Europe	102.19	0.38	0.37
IEM Emerging Markets	87.34	0.33	0.38
Gold Gold	65.31	0.26	0.4
ACDC Battery Tech	148.00	1.55	1.06

COMMODITIES	Close($)	-/+	%
Gold	5,063.16	-15.34	-0.3
Silver	83.39	-0.6382	-0.76
Platinum	2,100.04	-31.8087	-1.49
Palladium	1,709.38	9.6309	0.57
Ice Brent Crude	69.63	0.83	1.21
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7119	-0.0007	-0.1
Euro	1.1879	0.0009	0.08
British Pound	1.3641	0.0016	0.12
Canadian Dollar	1.3570	-0.0004	-0.03
New Zealand Dollar	0.6070	0.0022	0.36
Chinese Yuan	6.9010	-0.0115	-0.17
Japanese Yen	153.0200	-0.2	-0.13

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	3.36%	52.56%	0.28 0.68
BGL	Bellevue Gold Ltd	1.86	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	52.09	2%	27.29%	33.25 52.64
FMG	Fortescue Ltd	21.63	-1.95%	15.38%	13.18 23.38
NHC	New Hope Corporation Ltd	4.72	0%	2.39%	3.33 4.88
WHC	Whitehaven Coal Ltd	8.58	-2.94%	47.83%	4.26 9.59
NEM	Newmont Cdi	172.45	0.56%	0.00%	66.39 190.54
NXG	Nexgen Ene Cdi	16.60	0.06%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	19.57	0.15%	82.28%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WC8	Wildcat Resource	0.44	12.99
ANZ	Anz Group Holdin	40.35	8.47
FRS	Forrestania Res	0.60	6.19
DPM	Dpm Metals Cdi	56.03	5.72
CBA	Commonwealth Ban	178.74	5.41
BRE	Brazilian Rare	4.39	5.28
EHL	Emeco Holdings	1.38	4.94
NST	Northern Star Re	29.39	4
ORG	Origin Energy	11.50	3.88
PLS	Pls Group	4.43	3.75

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TPW	Temple & Webster	7.64	-32.63
AMP	Amp	1.28	-26.65
PME	Pro Medicus	129.00	-23.88
ERA	Energy Resources	0.00	-14.29
SDR	Siteminder	3.84	-12.93
IEL	Idp Education	4.95	-12.23
LOV	Lovisa Holdings	29.39	-11.02
CRN	Coronado Global	0.34	-10.53
GDG	Generation Devel	4.41	-9.45
RDX	Redox	2.87	-8.89

OPINION

Latest Market Matters Opinions

12/02/2026 18:06

Broker Moves

• Pro Medicus Raised to Buy at Morgans Financial Limited; PT A$290 • DXC AU Raised to Accumulate at Morgans Financial Limited • Amotiv Cut to Accumulate at Morgans Financial Limited; PT A$9.15 • Amotiv Cut to Hold at Taylor Collison; PT A$12.50 • SGH Ltd. Cut to Neutral at Macquarie; PT A$53.05 • Kaiser Reef Rated New Speculative Buy at Taylor Collison • Computershare Cut to Underweight at Jarden Securities; PT A$30 • CSL Cut to Sector Perform at RBC; PT A$176 • SGH Ltd. Cut to Neutral at JPMorgan; PT A$54.50 • James Hardie GDRs Raised to Overweight at JPMorgan; PT A$41.50 • AUB Raised to Buy at UBS; PT A$35 • Broken Hill Mines Ltd Rated New Speculative Buy at Euroz • Computershare Raised to Equal-Weight at Morgan Stanley • Unico Silver Rated New Speculative Buy at Euroz; PT A$1.68 • Bravura Raised to Buy at Canaccord; PT A$2.73 • Collins Foods Reinstated Buy at Goldman; PT A$12.10 • Amotiv Reinstated Buy at Goldman; PT A$10.70 • SGH Ltd. Raised to Buy at Bell Potter; PT A$56

12/02/2026 18:05

AMP Ltd (AMP) $1.28

AMP –26.65%: Shares were crunched today, with the stock having its worst session since 2003, after the group delivered a significant earnings miss and disappointed investors hoping the recent turnaround momentum would translate into stronger profitability and capital returns.

ACTION

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Market Matters Content

What Matters Today: CBA puts the banks on centre stage

Morning report 12/02/2026

Afternoon Report

The Match Out: ASX lifts as Banks surge in back to back sessions

Afternoon report 12/02/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/02/2026

The new Fed Chair.

Hi From what I've been reading it would seem that Trumps pick for the new Chair of the Fed, Kevin Warsh, isn't going to start slashing interest rates down towards 1% which, judging by his various comments in recent months, is where Trump has thought they should be. So why do you think Trump went for Warsh instead of just installing a puppet who would do what he told them to do when it came to setting interest rates? Do you think Trump (or his advisers) had a moment of clarity and decided that it was better for the Fed to maintain the appearance of independence after all? Does the fact that setting interest rates is a majority decision by the FOMC make it too hard for Trump to actually influence those decisions? Or have I missed something about Warsh and he's actually likely to be influenced by Trumps bullying tactics? Regards, Carl

Ask James

Question asked 07/02/2026

Duratec Ltd (DUR)

Hi James and Team Back in 2024 you gave your views on Duratec when it was a $350M company. It has now grown to a $567M organisation and expanded its operations by takeovers. It has won sizeable Defence and Commercial Contracts with long Term Annuity type recurring Revenue streams. With plenty of Cash on the Balance sheet. Also, a strong Pipeline for the future I would appreciate your views In hindsight this would have been a good inclusion in the emerging Cos Portfolio

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