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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

5.47%

ABG.AX

-1.08%

AIS.AX

2.63%

AGL.AX

0.84%

A1M.AX

4.41%

AIZ.AX

AAI.AX

0.61%

ALK.AX

3.38%

A4N.AX

1.9%

ALQ.AX

3.91%

AMC.AX

3.55%

AOV.AX

AMP.AX

ALD.AX

-1.63%

ANN.AX

2.01%

ANZ.AX

1.15%

APA.AX

0.39%

ARU.AX

ARB.AX

1.89%

ARF.AX

ARG.AX

0.56%

ALL.AX

1.99%

AYA.AX

-0.35%

APZ.AX

1.02%

ASX.AX

0.17%

ALX.AX

0.99%

AUB.AX

-0.54%

AIA.AX

1.84%

AXQ.AX

-4.15%

AMI.AX

4.76%

AZJ.AX

-1.18%

ABB.AX

1.31%

ASB.AX

-2.07%

AAC.AX

1.09%

AEF.AX

2.75%

AFI.AX

-0.72%

AUI.AX

0.89%

BOQ.AX

1.73%

BMN.AX

-1.82%

BCI.AX

-2.25%

BPT.AX

-3.87%

BGA.AX

2.49%

BFG.AX

1.62%

BGL.AX

9.09%

BEN.AX

2.32%

BNZ.AX

5.21%

BHP.AX

2.12%

BKI.AX

BC8.AX

XYZ.AX

2.66%

BSL.AX

2.05%

BOE.AX

-1.15%

BXB.AX

1.87%

BVS.AX

5.88%

BRE.AX

2.38%

BRG.AX

3.44%

BGP.AX

BFL.AX

-0.61%

BWP.AX

1.04%

CMM.AX

15.13%

CSC.AX

3.16%

CAR.AX

4.52%

CIN.AX

CYL.AX

6.04%

CAT.AX

3.23%

CWP.AX

-1.02%

CNI.AX

3.09%

CIP.AX

COF.AX

1.14%

CGF.AX

0.38%

CIA.AX

2.05%

CHC.AX

2.83%

CLW.AX

1.36%

CQR.AX

1.29%

CQE.AX

0.39%

CNU.AX

0.25%

C79.AX

1.63%

CVL.AX

4.72%

CU6.AX

-5.11%

CWY.AX

1.69%

CBO.AX

-1.22%

COH.AX

2.59%

CDA.AX

2.75%

COL.AX

0.43%

CKF.AX

2.86%

CBA.AX

1.17%

CPU.AX

1.11%

CEN.AX

5.1%

CXO.AX

6.25%

CCP.AX

-0.87%

CMW.AX

2.35%

CSL.AX

1.9%

CCL.AX

0.63%

DBI.AX

-1.22%

DTL.AX

1.54%

DYL.AX

0.37%

DRR.AX

0.47%

DVP.AX

4.66%

DXS.AX

1.6%

DXI.AX

0.82%

DDR.AX

0.9%

DGT.AX

2.73%

DJW.AX

1.02%

DMP.AX

3.98%

DOW.AX

1.15%

DPM.AX

5.89%

DRO.AX

1.96%

DUR.AX

0.44%

DNL.AX

2.14%

APE.AX

1.89%

EBO.AX

-0.88%

EIQ.AX

1.52%

ELD.AX

-1.27%

EOS.AX

8.44%

ELV.AX

2.06%

ELS.AX

-1.01%

EMR.AX

6.17%

EDV.AX

1.79%

EQR.AX

3.85%

EVN.AX

1.95%

EVT.AX

1.99%

FDC.AX

-0.59%

FCL.AX

1.66%

FFM.AX

6.36%

FPH.AX

1.35%

FPR.AX

2.85%

FBU.AX

0.32%

FLT.AX

2.73%

FML.AX

4.38%

FRS.AX

FMG.AX

1.24%

FRW.AX

2.78%

FGX.AX

0.37%

FGG.AX

-1.48%

GLF.AX

-0.23%

GDG.AX

-2.07%

GNE.AX

1.39%

GMD.AX

4.77%

GNP.AX

0.55%

GMG.AX

3.18%

GPT.AX

1.01%

GQG.AX

2.96%

GNG.AX

3.72%

GNC.AX

1.28%

GGP.AX

4.79%

GOZ.AX

1.4%

GCI.AX

0.49%

GYG.AX

1.43%

GWA.AX

2.6%

HSN.AX

-0.75%

HVN.AX

0.64%

HGH.AX

1.23%

HM1.AX

HLI.AX

1.02%

HMC.AX

3.61%

HDN.AX

1.6%

HUB.AX

1.43%

IEL.AX

2.93%

IGO.AX

2.9%

ILU.AX

-1.02%

IMD.AX

4.46%

IMR.AX

4.17%

IFT.AX

0.08%

INA.AX

1.67%

ING.AX

1.35%

IAG.AX

0.35%

IDX.AX

IPG.AX

7.16%

IPX.AX

4.56%

IPH.AX

4.24%

IRE.AX

4.27%

JHX.AX

4.41%

JBH.AX

-0.49%

JDO.AX

1.65%

JMS.AX

KAR.AX

-7.82%

KLS.AX

0.23%

KCN.AX

4.17%

KKC.AX

0.47%

GLS.AX

0.95%

LGF.AX

-0.26%

L1G.AX

0.93%

LSF.AX

2.27%

LRV.AX

2.21%

LFS.AX

0.28%

LLC.AX

3.2%

LFG.AX

-1.21%

360.AX

5.46%

LIC.AX

-1.53%

LNW.AX

3.46%

LIN.AX

17.36%

LTR.AX

3.38%

LOV.AX

3.58%

LYL.AX

-0.16%

LYC.AX

0.54%

MA1.AX

0.25%

MAF.AX

0.52%

MGH.AX

1.13%

MAH.AX

2.63%

MQG.AX

1.13%

MAQ.AX

-1.44%

MAD.AX

-0.55%

MFG.AX

1.14%

MMS.AX

2.57%

MPL.AX

0.39%

MP1.AX

2.65%

MCY.AX

-1.62%

MEZ.AX

-0.85%

MSB.AX

-3.6%

MLX.AX

7.9%

MTS.AX

MEI.AX

5.56%

MOT.AX

0.93%

MXT.AX

-0.52%

MFF.AX

0.39%

MIN.AX

2.17%

MI6.AX

6.4%

MIR.AX

MGR.AX

1.47%

MND.AX

0.69%

MYS.AX

1.87%

NAN.AX

0.34%

NAB.AX

1.36%

NGI.AX

2.53%

NWL.AX

1.62%

NEU.AX

1.46%

NHC.AX

-3.76%

NMG.AX

6.67%

NEM.AX

1.49%

NWS.AX

1.43%

NXG.AX

NXT.AX

2.09%

NHF.AX

0.13%

NCK.AX

2.52%

NIC.AX

-7.19%

NEC.AX

0.53%

NST.AX

2.16%

NWH.AX

3.1%

NUF.AX

2.04%

OCL.AX

0.75%

OML.AX

0.99%

OPH.AX

1.19%

OBM.AX

6.67%

ORI.AX

2.15%

ORG.AX

0.28%

ORA.AX

0.69%

PDN.AX

-1.14%

PNR.AX

6.5%

PPC.AX

3.78%

PPM.AX

0.61%

PRN.AX

2.8%

PPT.AX

3.07%

PCI.AX

0.46%

PRU.AX

4.41%

PXA.AX

0.7%

PNI.AX

1.85%

PL8.AX

-0.35%

PLS.AX

2.66%

PGF.AX

-0.62%

PNV.AX

-4.68%

PDI.AX

7.14%

PMV.AX

-0.44%

PME.AX

1.51%

PWH.AX

-1.56%

PYC.AX

2.11%

QAN.AX

3.6%

QBE.AX

1.37%

QAL.AX

-0.96%

QRI.AX

0.32%

RMS.AX

3.67%

RHC.AX

0.57%

REA.AX

2.86%

RDX.AX

1.91%

REH.AX

2.02%

RF1.AX

-1.14%

RPL.AX

-0.36%

RG1.AX

2.43%

RGN.AX

0.85%

REG.AX

-0.16%

RRL.AX

3.02%

RWC.AX

1.11%

RMD.AX

2.08%

RSG.AX

4.32%

SGLLV.AX

0.95%

RIC.AX

1.78%

RIO.AX

2.24%

RXL.AX

5.19%

RFF.AX

0.45%

RYM.AX

-0.79%

SFR.AX

3.89%

STO.AX

-3.64%

SCG.AX

SEK.AX

2.09%

SHV.AX

0.45%

SRV.AX

0.8%

SSM.AX

-2.8%

SGH.AX

3.34%

SHA.AX

0.45%

SIG.AX

0.7%

SLX.AX

5.36%

SGM.AX

1.65%

SDR.AX

4.47%

SKS.AX

-5.67%

SKC.AX

1.92%

SIQ.AX

0.94%

SHL.AX

0.85%

S32.AX

0.22%

SX2.AX

2.44%

SXE.AX

-0.43%

SPK.AX

5.21%

SRG.AX

1.75%

SBM.AX

5.68%

SMR.AX

-4.56%

SDF.AX

0.19%

SGP.AX

-0.24%

SKG.AX

1.95%

SNZ.AX

4.02%

SUN.AX

0.84%

SRL.AX

4.32%

SUL.AX

0.79%

SLC.AX

-1.62%

SNL.AX

-2.12%

SYL.AX

-2.47%

TAH.AX

-1.71%

TEA.AX

-2.18%

TNE.AX

5.79%

TLX.AX

-2.59%

TLS.AX

0.82%

TPW.AX

1.83%

A2M.AX

2.3%

TLC.AX

-0.18%

SGR.AX

-4.17%

TVN.AX

1.79%

THL.AX

1.24%

TWR.AX

-0.32%

TPG.AX

TCL.AX

0.62%

TWE.AX

-0.42%

TUA.AX

2.37%

TCG.AX

3.51%

UNI.AX

0.71%

VAU.AX

4.95%

VNT.AX

0.34%

VCX.AX

-1.13%

VGN.AX

5.66%

VEA.AX

-2.4%

VUL.AX

1.93%

VSL.AX

0.95%

VYS.AX

WA1.AX

3.13%

WGN.AX

WAM.AX

0.64%

WGB.AX

-0.9%

WLE.AX

-0.72%

SOL.AX

0.9%

WPR.AX

0.82%

WQG.AX

2.02%

WEB.AX

9.34%

WBT.AX

1.15%

WES.AX

0.17%

WAF.AX

WGX.AX

6.06%

WBC.AX

1.45%

WHF.AX

0.21%

WHC.AX

-3.61%

WIA.AX

-1.2%

WTC.AX

WDS.AX

-2.93%

WOW.AX

0.66%

WOR.AX

0.09%

XRO.AX

6.02%

YAL.AX

-4.79%

ZIM.AX

0.98%

ZIP.AX

4.76%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.46	2.22	1.52
SSO ASX Small Caps	14.13	0.17	1.22
IVV S&P 500	71.02	0.42	0.59
NDQ Nasdaq	59.29	0.17	0.29
F100 FTSE 100	15.28	0.23	1.53
ASIA Asia Tech	19.70	0.1	0.51
IEU Europe	98.49	1.77	1.83
IEM Emerging Markets	92.52	0.82	0.89
Gold Gold	53.43	0.65	1.23
ACDC Battery Tech	123.40	-0.31	-0.25

COMMODITIES	Close($)	-/+	%
Gold	4,075.89	23.328	0.58
Silver	58.59	0.425	0.73
Platinum	1,626.34	37.8	2.38
Palladium	1,284.25	40.8788	3.29
Ice Brent Crude	98.70	-1.99	-1.98
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6993	0.0014	0.2
Euro	1.1373	0.0006	0.05
British Pound	1.3312	-0.0007	-0.05
Canadian Dollar	1.4110	0.0018	0.13
New Zealand Dollar	0.5786	-0.0001	-0.02
Chinese Yuan	6.7657	-0.0062	-0.09
Japanese Yen	163.7300	-0.11	-0.07

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.71	4.41%	102.99%	0.30 0.85
BGL	Bellevue Gold Ltd	1.38	9.09%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.10	2.12%	41.47%	39.18 65.98
FMG	Fortescue Ltd	18.80	1.24%	-2.26%	17.68 23.38
NHC	New Hope Corporation Ltd	5.38	-3.76%	28.21%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.47	-3.61%	10.24%	5.94 9.90
NEM	Newmont Cdi	136.77	1.49%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.16	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.24	3.89%	64.77%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LIN	Lindian Resource	0.85	17.36
CMM	Capricorn Metals	13.70	15.13
WEB	Web Travel Group	2.81	9.34
BGL	Bellevue Gold	1.38	9.09
EOS	Electro Optic Sy	7.45	8.44
MLX	Metals X	1.57	7.9
IPG	Ipd Group	5.09	7.16
PDI	Predictive Disco	0.68	7.14
WTC	Wisetech Global	32.12	7
NMG	New Murchison	0.05	6.67

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
KAR	Karoon Energy Lt	1.65	-7.82
NIC	Nickel Industrie	0.78	-7.19
SKS	Sks Technologies	7.82	-5.67
CU6	Clarity Pharmace	2.23	-5.11
YAL	Yancoal Australi	5.76	-4.79
PNV	Polynovo	0.82	-4.68
SMR	Stanmore Resourc	2.72	-4.56
SGR	The Star Enterta	0.12	-4.17
AXQ	Aura Consolidate	3.00	-4.15
BPT	Beach Energy	0.87	-3.87

OPINION

Latest Market Matters Opinions

27/07/2026 17:12

Broker Moves

• FDC Consolidated Rated New Buy at Moelis & Company; PT A$4.56 • Wesfarmers Cut to Underperform at Jefferies; PT A$73 • Mirvac Group Raised to Overweight at JPMorgan; PT A$2.30 • Vicinity Centres Cut to Underweight at JPMorgan; PT A$2.50 • Scentre Group Cut to Neutral at JPMorgan; PT A$4.20

27/07/2026 17:11

Myer (ASX: MYR) 22c

MYR -12%: Out with preliminary FY26 numbers today and they expect sales of around $4.09 billion, with pro forma sales up just 0.3% and comparable sales up 0.7% as cost-of-living pressures weighed on discretionary spending.

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Market Matters Content

Macro Monday: Can earnings growth trump rate risks into year-end?

Morning report 27/07/2026

Afternoon Report

The Match Out: ASX surges on deescalation, Discounting at Myer hits margins

Afternoon report 27/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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