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

3.57%

4DX.AX

-1.94%

ABG.AX

0.86%

ASK.AX

-4.39%

AX1.AX

AIS.AX

AGL.AX

-0.11%

AIZ.AX

AAI.AX

-0.81%

ALK.AX

3.21%

A4N.AX

1.12%

ALQ.AX

AMC.AX

0.63%

AOV.AX

-2.01%

AMP.AX

0.29%

AEL.AX

4.07%

ALD.AX

-1.01%

ASL.AX

6.53%

ANN.AX

-0.82%

ANZ.AX

-0.52%

APA.AX

-0.11%

ARU.AX

1.75%

ARB.AX

-3.32%

ARF.AX

-1.67%

ARG.AX

-0.33%

ALL.AX

-0.47%

AYA.AX

1.69%

APZ.AX

-2.82%

ASX.AX

-0.02%

ALX.AX

-0.62%

AUB.AX

0.69%

AIA.AX

-0.42%

AMI.AX

6.25%

AZJ.AX

-0.56%

AUC.AX

2.02%

ABB.AX

-2.29%

ASB.AX

-2.68%

AAC.AX

-1.44%

ACL.AX

-0.75%

AEF.AX

-2.13%

AFG.AX

2.48%

AFI.AX

0.42%

AUI.AX

-0.09%

ASG.AX

0.26%

BOQ.AX

0.15%

BMN.AX

4.76%

BAP.AX

4.57%

BCI.AX

BPT.AX

-0.84%

BLX.AX

-0.74%

BGA.AX

0.83%

BGL.AX

2.22%

BEN.AX

-0.54%

BHP.AX

0.73%

BKI.AX

BC8.AX

5.41%

XYZ.AX

0.98%

BSL.AX

0.16%

BMC.AX

1.92%

BOE.AX

3.03%

BXB.AX

-0.09%

BVS.AX

0.42%

BRE.AX

-0.24%

BRG.AX

-1.34%

BFL.AX

1.03%

BWP.AX

-2.86%

CMM.AX

3.3%

CSC.AX

-3.36%

CAR.AX

0.27%

CIN.AX

0.71%

CYL.AX

3.62%

CAT.AX

6.34%

CWP.AX

-0.7%

CNI.AX

2.31%

CIP.AX

-0.91%

COF.AX

-0.45%

CHN.AX

-0.8%

CGF.AX

-1.29%

CIA.AX

-2.37%

CHC.AX

-0.29%

CLW.AX

-0.25%

CQR.AX

-1.72%

CQE.AX

-0.67%

CNU.AX

0.25%

C79.AX

1.39%

CVL.AX

CU6.AX

5.17%

CWY.AX

-0.8%

CUV.AX

0.66%

CBO.AX

1.56%

COH.AX

-0.82%

CDA.AX

1.1%

COL.AX

-0.43%

CKF.AX

-0.91%

CBA.AX

-0.75%

CPU.AX

0.06%

CEN.AX

CXO.AX

-1.69%

CRN.AX

12.64%

CCP.AX

0.99%

CMW.AX

-2.27%

CSL.AX

0.68%

CCL.AX

1.82%

DBI.AX

0.42%

DTL.AX

-1.96%

DTR.AX

12%

DYL.AX

1.74%

DRR.AX

-0.22%

DVP.AX

-1.11%

DXS.AX

-1.74%

DXI.AX

-0.38%

DDR.AX

0.39%

DGT.AX

3.03%

DUI.AX

-0.19%

DJW.AX

-0.32%

DMP.AX

0.91%

DOW.AX

-3.59%

DPM.AX

2.84%

DRO.AX

-5.5%

DUR.AX

-2.23%

DNL.AX

0.86%

APE.AX

-3.88%

EBO.AX

0.57%

ELD.AX

-1.09%

EOS.AX

-4.17%

ELV.AX

-0.62%

ELS.AX

6.38%

EHL.AX

-1.46%

EMR.AX

3.3%

EDV.AX

-1.05%

EOL.AX

-2.05%

ERA.AX

EQR.AX

6.9%

EQT.AX

-0.04%

EUR.AX

8.93%

EVN.AX

5.32%

EVT.AX

-1.64%

FCL.AX

1.96%

FFM.AX

FPH.AX

-0.15%

FPR.AX

3.58%

FBU.AX

0.6%

FLT.AX

0.13%

FML.AX

7.32%

FMG.AX

0.14%

FRW.AX

1.55%

FGX.AX

1.52%

FGG.AX

0.32%

GEM.AX

-2.86%

GLN.AX

6.82%

GLF.AX

0.39%

GDG.AX

-2.3%

GNE.AX

-0.94%

GMD.AX

5.36%

GTK.AX

4.21%

GNP.AX

2.51%

GMG.AX

0.94%

GPT.AX

-3.64%

GQG.AX

-0.95%

GNG.AX

GNC.AX

0.14%

GGP.AX

7.64%

GOZ.AX

-1.24%

GCI.AX

GYG.AX

3.83%

GWA.AX

-0.37%

HSN.AX

1.93%

HVN.AX

-1.05%

HLS.AX

1.06%

HGH.AX

2.82%

HM1.AX

2.22%

HLI.AX

-0.34%

HMC.AX

3.85%

HDN.AX

-1.12%

HUB.AX

0.09%

IEL.AX

-1.92%

IGO.AX

0.22%

ILU.AX

2.5%

IMD.AX

-3.33%

IMM.AX

10.84%

IMR.AX

-0.99%

IFT.AX

-1.79%

INA.AX

-0.8%

ING.AX

-1.95%

IFL.AX

0.21%

IAG.AX

-0.54%

IDX.AX

1.52%

INR.AX

IPX.AX

7.45%

IPH.AX

-0.27%

IRE.AX

0.12%

JHX.AX

0.56%

JBH.AX

-1.47%

JDO.AX

-1.06%

JIN.AX

-0.55%

JMS.AX

1.79%

KAR.AX

-0.31%

KLS.AX

-1.18%

KCN.AX

-0.44%

KKC.AX

-0.43%

GLS.AX

2.2%

L1G.AX

6.76%

LSF.AX

3.53%

LRV.AX

7.48%

LFS.AX

-0.49%

LLC.AX

-0.79%

LFG.AX

-3.45%

360.AX

27.37%

LIC.AX

-1.57%

LNW.AX

-3.25%

LIN.AX

1.03%

LTR.AX

0.46%

LOTDB.AX

13.29%

LOV.AX

0.65%

LYL.AX

-0.86%

LYC.AX

0.66%

MA1.AX

MAF.AX

2.07%

MGH.AX

-0.72%

MAH.AX

MQG.AX

-0.22%

MAQ.AX

0.56%

MAD.AX

-2.88%

MFG.AX

-1.2%

MMS.AX

1.82%

MPL.AX

-1.3%

MEK.AX

1.79%

MP1.AX

MCY.AX

-0.9%

MEZ.AX

1.24%

MSB.AX

0.37%

MTM.AX

10.98%

MLX.AX

-5.3%

MTS.AX

-0.9%

MEI.AX

8.7%

MOT.AX

0.78%

MXT.AX

MFF.AX

0.21%

MGX.AX

6.67%

MIN.AX

0.6%

MI6.AX

5.68%

MIR.AX

0.32%

MGR.AX

-0.5%

MND.AX

-1.87%

MYR.AX

1.04%

MYS.AX

1.11%

NAN.AX

0.76%

NAB.AX

-0.19%

NSR.AX

NGI.AX

1.89%

NWL.AX

4.1%

NEU.AX

-2.65%

NHC.AX

-2.15%

NMG.AX

5.8%

NEM.AX

3.82%

NWS.AX

2.26%

NXG.AX

NXT.AX

2.7%

NHF.AX

-0.45%

NCK.AX

-0.08%

NIC.AX

2.75%

NEC.AX

-3.54%

NST.AX

5.42%

NVA.AX

7.53%

NWH.AX

0.75%

NUF.AX

0.84%

NXL.AX

5.63%

OCL.AX

3.04%

OML.AX

1.91%

OPH.AX

1.55%

OBM.AX

2.6%

ORI.AX

-0.54%

ORG.AX

-0.59%

ORA.AX

-2.37%

PDN.AX

-0.37%

PNR.AX

4.85%

PPC.AX

1.42%

PPM.AX

0.5%

PRN.AX

PPT.AX

-0.27%

PCI.AX

-0.89%

PRU.AX

4.79%

PXA.AX

0.14%

PNI.AX

-2.35%

PL8.AX

0.66%

PLS.AX

0.79%

PGF.AX

0.98%

PNV.AX

-2.24%

PDI.AX

3.05%

PMV.AX

-1%

PME.AX

1.96%

PFP.AX

-0.2%

PWH.AX

-0.3%

PYC.AX

1.2%

QAN.AX

-1.52%

QBE.AX

-1.8%

QAL.AX

-0.57%

QRI.AX

QUB.AX

-1.04%

RMS.AX

7.42%

RHC.AX

-1.45%

REA.AX

0.66%

RDX.AX

-1.88%

REH.AX

-1.51%

RG1.AX

-0.4%

RF1.AX

-0.55%

RPL.AX

-0.59%

RGN.AX

-1.27%

REG.AX

RRL.AX

10.16%

RWC.AX

1.6%

RMD.AX

-2.68%

RSG.AX

5.43%

SGLLV.AX

-3.28%

RIC.AX

RIO.AX

-1.52%

RXR.AX

2.61%

RXL.AX

10%

RUL.AX

RFF.AX

-0.49%

RYM.AX

1.8%

SFR.AX

-0.26%

SMI.AX

0.86%

STO.AX

1.25%

SCG.AX

-1.2%

SEK.AX

1.51%

SHV.AX

-0.2%

SRV.AX

4.62%

SSM.AX

1.8%

SGH.AX

-0.72%

SHA.AX

2.57%

SIG.AX

1.32%

SLX.AX

5.3%

SVL.AX

9.09%

SGM.AX

-1.18%

SDR.AX

0.36%

SKC.AX

-2.41%

SPZ.AX

-1.17%

SIQ.AX

-0.11%

SHL.AX

-0.77%

S32.AX

-0.23%

SX2.AX

3.09%

SXE.AX

-2.79%

SPK.AX

-1.03%

SRG.AX

-0.33%

SBM.AX

8.45%

SMR.AX

-0.33%

SDF.AX

SGP.AX

0.56%

SUN.AX

-1.37%

SRL.AX

-5%

SUL.AX

-0.55%

SLC.AX

1.68%

SNL.AX

-0.06%

SYL.AX

0.29%

TAH.AX

0.53%

TEA.AX

3.53%

TNE.AX

2.76%

TLX.AX

0.27%

TLS.AX

TPW.AX

7.33%

A2M.AX

-4.1%

TLC.AX

-0.39%

SGR.AX

-2.78%

TVN.AX

1.56%

THL.AX

4.91%

TWR.AX

0.93%

TPG.AX

TCL.AX

TWE.AX

-1.63%

TUA.AX

3.24%

TCG.AX

3.33%

TYR.AX

USL.AX

4.48%

UNI.AX

1.31%

VAU.AX

3.17%

VNT.AX

-1.52%

VCX.AX

-1.19%

VGN.AX

-1.22%

VEA.AX

-1.42%

VUL.AX

-1.33%

VSL.AX

1.23%

WA1.AX

-6.4%

WGN.AX

1.66%

WAM.AX

-0.27%

WGB.AX

-0.41%

WLE.AX

0.74%

SOL.AX

0.24%

WPR.AX

-1.2%

WEB.AX

-2.46%

WBT.AX

0.33%

WES.AX

-0.38%

WAF.AX

0.54%

WGX.AX

5.5%

WBC.AX

-0.44%

WHF.AX

-0.19%

WHC.AX

-0.66%

WIA.AX

WC8.AX

2.22%

WTC.AX

0.28%

WDS.AX

-0.5%

WOW.AX

-1.24%

WOR.AX

1.32%

XRO.AX

3.54%

YAL.AX

-2.57%

ZIM.AX

6.07%

ZIP.AX

5.19%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.28	0.22	0.15
SSO ASX Small Caps	18.11	0.1	0.56
IVV S&P 500	67.32	-0.13	-0.19
NDQ Nasdaq	54.99	-0.08	-0.15
F100 FTSE 100	14.97	-0.1	-0.66
ASIA Asia Tech	15.51	-0.04	-0.26
IEU Europe	102.21	-0.11	-0.11
IEM Emerging Markets	86.51	0.03	0.03
Gold Gold	66.29	1.72	2.66
ACDC Battery Tech	152.13	-0.76	-0.5

COMMODITIES	Close($)	-/+	%
Gold	4,982.50	46.21	0.94
Silver	102.95	6.7723	7.04
Platinum	2,767.20	137.75	5.24
Palladium	2,001.50	81.4381	4.24
Ice Brent Crude	66.29	2.23	3.48
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6893	0.0053	0.77
Euro	1.1825	0.0071	0.6
British Pound	1.3641	0.0144	1.07
Canadian Dollar	1.3700	-0.0085	-0.62
New Zealand Dollar	0.5949	0.0022	0.37
Chinese Yuan	6.9631	-0.0095	-0.14
Japanese Yen	155.6400	-2.76	-1.74

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	4.82	0.42%	32.05%	3.50 5.02
DDR	Dicker Data Ltd	10.28	0.39%	20.52%	7.58 10.94
GQG	Gqg Partners Inc	1.57	-0.95%	-22.66%	1.43 2.61
HUB	Hub24 Ltd	101.11	0.09%	33.06%	48.84 122.03
JHX	James Hardie Ind	35.62	0.56%	-34.34%	24.41 55.18
MGR	Mirvac Group	2.00	-0.5%	3.36%	1.88 2.46
NSR	National Storage Reit	2.75	0%	22.22%	2.05 2.85
PDN	Paladin Energy Ltd	13.31	-0.37%	44.67%	3.93 13.43
WTC	Wisetech Global Ltd	61.89	0.28%	-49.25%	61.30 130.50
XRO	Xero Ltd	101.22	3.54%	-41.12%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
360	Life360 Inc.	33.79	27.37
LOTDB	Lotus Resour Def	3.24	13.29
CRN	Coronado Global	0.49	12.64
DTR	Dateline Resourc	0.42	12
MTM	Metallium	0.96	10.98
IMM	Immutep	0.46	10.84
RRL	Regis Resources	8.35	10.16
RXL	Rox Resources	0.61	10
SVL	Silver Mines	0.24	9.09
EUR	European Lithium	0.31	8.93

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WA1	Wa1 Resources	17.41	-6.4
DRO	Droneshield	4.47	-5.5
MLX	Metals X	1.25	-5.3
SRL	Sunrise Energy	9.68	-5
ASK	Abacus Storage K	1.53	-4.39
EOS	Electro Optic Sy	10.35	-4.17
A2M	The A2 Milk Comp	8.18	-4.1
APE	Eagers Automotiv	27.97	-3.88
GPT	Gpt Group	5.29	-3.64
DOW	Downer Edi	7.78	-3.59

OPINION

Latest Market Matters Opinions

24/01/2026 09:03

First Up

The ASX 200 finished a choppy week down just -0.5%, recovering from early weakness sparked by President Trump’s threats toward European allies tied to his ambitions around Greenland. While the rhetoric was quickly walked back at Davos, the episode was a reminder of how abruptly geopolitical risk can re-emerge. Yet markets largely shrugged it off, highlighting their resilience to headline-driven volatility.

23/01/2026 16:38

What Mattered Today

The ASX finished modestly higher as a rare day of strength for the IT stocks and continued support for the gold miners offset broader caution across banks and consumer shares. While the headlines have cooled through the week, geopolitical tension and rake hike expectations continue to reinforce nervous sentiment, as the market positions for what will likely be a volatile reporting season ahead – both here and in the US.

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

ETF Friday: Is there better value in LIC’s vs ETF’s?

Morning report 23/01/2026

Afternoon Report

The Match Out: Tech stocks finally see some love, ASX up on the day, mildly lower for the week

Afternoon report 23/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/01/2026

Uranium & Boss Energy (BOE)

Welcome Back I know you don't hold (or rate) Boss Energy but in a situation where you were already on board (and all the recent bad news & uncertainty is in the price) would you hold, on based on a forecast rising commodity price lifting all boats, or would you look to drop it and invest in other Uranium miners? Thanks for all your help. Cheers Derek

Ask James

Question asked 23/01/2026

Xero (XRO), WiseTech Global (WTC) and growth stocks

As I type this, XRO hit a low of 98.66. Almost 50% drawdown from its peak of 196. This is a great business, but great business dont fall 50%. Where do you see this going? Do you see recovery? Same Question for WTC, where do you see this going. I am aware the whole tech sector sentiment is down, but 50% drawdown is huge. Thoughts please

Hi Xero share price continues to decline, I notice that of the TradingView data shows 11 out of 14 analysts have a buy or strong buy rating on the ASX shares. The maximum target price is a huge $228.45 a piece, which implies the shares could jump 130.99% over the next 12 months, at the time of writing. At circa $97.00 today this seems very bullish. You guys seem positive?. Anything else I’m missing on this stock. Steve

Hi James & Team - What's your current view on these growth stocks? Would you be buying Catapult, WiseTech & Xero now or do you see further falls in their share price? (Mid Dec one of Shawn's trade ideas was -"Trade Idea: Buy Catapult Sports Ltd (CAT) at $4.04 with initial stops at $3.60 – 11% risk." It was trading at $3.63 on Thursday. regards Debbie

Team, Happy New Year. I was interested in your outlook for CAT as it has been volatile early in 2026. Regards Jeff

Gents As you well know the Aus tech sector has been soft. In aggregate down something like 20% in 3 months. Some stocks down a lot more on an individual level. Q - what are your thoughts on something like ATEC? It looks appealing given the spreading of risk over a portfolio of names. Or would you prefer to hand pick a few names and go that route (assuming you think our tech names are looking more attractive - which I think you have been suggesting). Tnx Matt

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 1 year to 31 Dec 2025

Latest View Points

360

VHY

WLE

AFI

SFR

CCJ US

NXG

PDN

URNM

EVN