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Opinion + Action

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

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-3.44%

ABG.AX

-1.49%

ASK.AX

-1.42%

AGL.AX

-1.37%

AIZ.AX

AAI.AX

-2.55%

ALK.AX

-6.72%

A4N.AX

-2.17%

ALQ.AX

-2.62%

AMC.AX

1.56%

AOV.AX

-0.81%

AMP.AX

-2.34%

AEL.AX

1.71%

ALD.AX

0.21%

ANN.AX

-1.14%

ANZ.AX

-2.01%

APA.AX

-0.35%

ARU.AX

0.94%

ARB.AX

-0.31%

ARF.AX

-0.78%

ARG.AX

0.79%

ALL.AX

-0.6%

AYA.AX

-1.5%

APZ.AX

-1.35%

ASX.AX

-3.04%

ALX.AX

-0.41%

AUB.AX

-0.38%

AIA.AX

-0.15%

AZJ.AX

-0.36%

ABB.AX

-1.57%

ASB.AX

-6.71%

AAC.AX

0.77%

AFI.AX

-0.15%

AUI.AX

-0.46%

BOQ.AX

-1.36%

BMN.AX

-2.84%

BCI.AX

-1.43%

BPT.AX

0.68%

BGA.AX

0.28%

BGL.AX

-5.06%

BEN.AX

-1.83%

BNZ.AX

-4.9%

BHP.AX

-0.16%

BKI.AX

BC8.AX

-5.44%

XYZ.AX

2.25%

BSL.AX

1.2%

BMC.AX

-1.18%

BOE.AX

-1.54%

BXB.AX

-2.33%

BVS.AX

0.9%

BRE.AX

-1.88%

BRG.AX

-2.82%

BGP.AX

BFL.AX

-0.12%

BWP.AX

-0.26%

CMM.AX

-5.4%

CSC.AX

-0.94%

CAR.AX

-1.54%

CIN.AX

CYL.AX

-5.59%

CAT.AX

-3.68%

CWP.AX

-0.29%

CNI.AX

2.77%

CIP.AX

-0.84%

COF.AX

-0.83%

CHN.AX

-4.18%

CGF.AX

-2.45%

CIA.AX

-3.99%

CHI.AX

CHC.AX

-1.55%

CLW.AX

-1.44%

CQR.AX

-0.67%

CQE.AX

-0.4%

CNU.AX

0.31%

C79.AX

-2.89%

CVL.AX

CU6.AX

-5.36%

CWY.AX

-1.94%

CBO.AX

1.99%

COH.AX

0.18%

CDA.AX

-1.66%

COL.AX

0.49%

CKF.AX

-1.5%

CBA.AX

-2.11%

CPU.AX

0.53%

CEN.AX

1.68%

CXO.AX

1.79%

CCP.AX

-2.43%

CMW.AX

-1.16%

CSL.AX

-1.52%

CCL.AX

-1.46%

DBI.AX

0.55%

DTL.AX

0.29%

DTR.AX

-8.11%

DYL.AX

-2.12%

DRR.AX

-2.25%

DVP.AX

0.16%

DXS.AX

-0.83%

DXI.AX

-1.85%

DDR.AX

1.55%

DGT.AX

-1.66%

DJW.AX

0.72%

DMP.AX

-0.51%

DOW.AX

-0.81%

DPM.AX

-5.29%

DRO.AX

-0.32%

DUR.AX

-2.39%

DNL.AX

-1.06%

APE.AX

-8.59%

EBO.AX

-0.12%

EIQ.AX

-3.46%

ELD.AX

-1.15%

EOS.AX

5.22%

ELV.AX

1.85%

ELS.AX

-1.24%

EHL.AX

-0.7%

EMR.AX

-5.63%

EDV.AX

-3.07%

ERA.AX

-16.67%

EQR.AX

-4.81%

EUR.AX

-0.54%

EVN.AX

-5.54%

EVT.AX

-0.04%

FCL.AX

1.22%

FFM.AX

-4.88%

FPH.AX

-0.05%

FPR.AX

FBU.AX

-1.89%

FLT.AX

2.73%

FML.AX

-7.52%

FRS.AX

0.87%

FMG.AX

-0.86%

FRW.AX

FGX.AX

FGG.AX

-0.3%

GLN.AX

9.2%

GLF.AX

GDG.AX

0.25%

GNE.AX

0.49%

GMD.AX

-6.29%

GNP.AX

0.4%

GMG.AX

-1.28%

GPT.AX

-0.41%

GQG.AX

-0.34%

GNG.AX

0.7%

GNC.AX

-0.79%

GGP.AX

-3.91%

GOZ.AX

-0.46%

GCI.AX

GYG.AX

0.41%

GWA.AX

-0.47%

HSN.AX

-2.76%

HVN.AX

-0.99%

HGH.AX

HM1.AX

HLI.AX

-0.5%

HMC.AX

HDN.AX

-0.8%

HUB.AX

-3.29%

IEL.AX

0.19%

IGO.AX

0.49%

ILU.AX

-2.26%

IMD.AX

-0.85%

IMR.AX

-1.13%

IFT.AX

0.68%

INA.AX

-0.39%

ING.AX

-0.74%

IAG.AX

-2.67%

IDX.AX

0.72%

IPG.AX

6.11%

IPX.AX

-1.65%

IPH.AX

-0.65%

IRE.AX

2.25%

JHX.AX

6.16%

JBH.AX

0.72%

JDO.AX

-0.9%

JMS.AX

-2.73%

KAR.AX

0.77%

KLS.AX

KCN.AX

-8.55%

KKC.AX

GLS.AX

0.58%

LGF.AX

1.27%

L1G.AX

-2.87%

LSF.AX

-0.45%

LRV.AX

-3.53%

LFS.AX

LLC.AX

-2.49%

LFG.AX

360.AX

1.32%

LIC.AX

-3.69%

LNW.AX

0.49%

LIN.AX

-5.72%

LTR.AX

4.19%

LOV.AX

-0.17%

LYL.AX

2.56%

LYC.AX

-3.5%

MA1.AX

MAF.AX

-2.19%

MGH.AX

-1.2%

MAH.AX

1.08%

MQG.AX

-0.65%

MAQ.AX

-1.37%

MAD.AX

-1.48%

MFG.AX

-2.61%

MAU.AX

0.26%

MMS.AX

-0.05%

MPL.AX

-1.13%

MP1.AX

-2.07%

MCY.AX

1.43%

MEZ.AX

0.63%

MSB.AX

-1.22%

MLX.AX

-2.4%

MTS.AX

-0.97%

MEI.AX

-1.39%

MOT.AX

0.86%

MXT.AX

0.26%

MFF.AX

-1.21%

MIN.AX

0.07%

MI6.AX

-0.3%

MIR.AX

0.42%

MGR.AX

-1.18%

MND.AX

0.98%

MYS.AX

-0.78%

NAN.AX

0.15%

NAB.AX

-1.88%

NGI.AX

-0.6%

NWL.AX

-1.63%

NEU.AX

-0.29%

NHC.AX

0.69%

NEM.AX

-6.22%

NWS.AX

2.16%

NXG.AX

-0.06%

NXT.AX

-2.11%

NHF.AX

-1.38%

NCK.AX

-0.04%

NIC.AX

0.97%

NEC.AX

-0.53%

NST.AX

-5.16%

NWH.AX

-0.53%

NUF.AX

2.06%

OCL.AX

OML.AX

-1.65%

OPH.AX

-0.37%

OBM.AX

-4.87%

ORI.AX

-1.08%

ORG.AX

0.23%

ORA.AX

-0.96%

PDN.AX

-0.57%

PNR.AX

-4.76%

PPC.AX

7.05%

PE1.AX

PPM.AX

-3.21%

PRN.AX

-2.59%

PPT.AX

-2.38%

PCI.AX

-0.46%

PRU.AX

-7.71%

PXA.AX

-1.03%

PNI.AX

PL8.AX

0.72%

PLS.AX

3.74%

PGF.AX

0.34%

PNV.AX

4.15%

PDI.AX

-5.03%

PMV.AX

0.12%

PME.AX

0.02%

PFP.AX

-0.55%

PWH.AX

0.97%

PYC.AX

-2.84%

QAN.AX

0.16%

QBE.AX

-2.56%

QAL.AX

QRI.AX

-0.32%

QUB.AX

-0.2%

RAC.AX

-3.35%

RMS.AX

-5.92%

RHC.AX

REA.AX

-1.46%

RDX.AX

-3.13%

REH.AX

-0.62%

RF1.AX

-1.45%

RPL.AX

0.78%

RG1.AX

-0.43%

RGN.AX

-0.44%

REG.AX

-1.82%

RRL.AX

-6.28%

RWC.AX

-1.55%

RMD.AX

-1.43%

RSG.AX

-7.36%

SGLLV.AX

-1.2%

RIC.AX

-1.09%

RIO.AX

-1.4%

RXL.AX

-2.35%

RFF.AX

-0.25%

RYM.AX

4.63%

SFR.AX

-3.11%

SMI.AX

-2.38%

STO.AX

0.51%

SCG.AX

-0.53%

SEK.AX

-3.58%

SHV.AX

9.94%

SRV.AX

0.48%

SSM.AX

-0.84%

SGH.AX

0.55%

SHA.AX

1.69%

SIG.AX

-0.35%

SLX.AX

-4.78%

SGM.AX

3.35%

SDR.AX

7.62%

SKS.AX

-0.34%

SIQ.AX

0.43%

SHL.AX

-0.56%

S32.AX

-2.19%

SX2.AX

-4.12%

SXE.AX

0.25%

SPK.AX

1.58%

SRG.AX

-0.97%

SBM.AX

-5%

SMR.AX

2.71%

SDF.AX

-3.36%

SGP.AX

-0.86%

SNZ.AX

1.35%

SUN.AX

-1.59%

SRL.AX

5.1%

SUL.AX

0.52%

SLC.AX

-0.54%

SNL.AX

2.8%

SYL.AX

-0.72%

TAH.AX

0.34%

TEA.AX

0.29%

TNE.AX

-2.82%

TLX.AX

-2.54%

TLS.AX

-0.48%

TPW.AX

-0.57%

A2M.AX

-1.25%

TLC.AX

0.66%

SGR.AX

-4.76%

TVN.AX

0.81%

TWR.AX

0.65%

TPG.AX

-1%

TCL.AX

-1.34%

TWE.AX

-1.94%

TUA.AX

-0.71%

TCG.AX

-5.56%

TRA.AX

UNI.AX

0.92%

VAU.AX

-5.5%

VNT.AX

-0.81%

VCX.AX

-0.59%

VGN.AX

1.14%

VGL.AX

-2.33%

VEA.AX

VUL.AX

2.39%

VSL.AX

-2.01%

WA1.AX

-3.59%

WGN.AX

WAM.AX

WGB.AX

-1.37%

WLE.AX

-0.76%

SOL.AX

-0.41%

WPR.AX

-1.04%

WQG.AX

0.26%

WEB.AX

1.65%

WBT.AX

-6.25%

WES.AX

0.68%

WAF.AX

-5.84%

WGX.AX

-6.51%

WBC.AX

-1.7%

WHF.AX

0.21%

WHC.AX

2.46%

WIA.AX

-6.7%

WC8.AX

-3.1%

WTN.AX

WTC.AX

-1.14%

WDS.AX

0.36%

WOW.AX

0.58%

WOR.AX

-0.5%

XRO.AX

-3%

YAL.AX

-0.43%

ZIM.AX

-0.19%

ZIP.AX

-1.78%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.46	-1.63	-1.12
SSO ASX Small Caps	15.81	-0.06	-0.38
IVV S&P 500	70.39	0.28	0.4
NDQ Nasdaq	61.90	0.04	0.06
F100 FTSE 100	14.87	-0.07	-0.47
ASIA Asia Tech	21.95	-0.14	-0.63
IEU Europe	101.15	-0.64	-0.63
IEM Emerging Markets	95.70	-0.76	-0.79
Gold Gold	56.39	-1.11	-1.93
ACDC Battery Tech	175.70	0.6	0.34

COMMODITIES	Close($)	-/+	%
Gold	4,373.08	-83.9473	-1.88
Silver	72.32	-2.2875	-3.07
Platinum	1,889.40	-28.85	-1.5
Palladium	1,363.89	-27.0066	-1.94
Ice Brent Crude	94.98	-4.6	-4.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7104	-0.0033	-0.46
Euro	1.1593	-0.0031	-0.27
British Pound	1.3377	-0.005	-0.37
Canadian Dollar	1.3866	0.0026	0.19
New Zealand Dollar	0.5876	-0.0025	-0.42
Chinese Yuan	6.7842	0.0054	0.08
Japanese Yen	159.6000	0.09	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	-3.85%	85.71%	0.30 0.75
BGL	Bellevue Gold Ltd	1.50	-4.91%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	61.15	-0.21%	58.59%	35.52 62.72
FMG	Fortescue Ltd	21.84	-0.93%	41.46%	14.31 23.38
NHC	New Hope Corporation Ltd	5.85	0.52%	54.38%	3.63 6.14
WHC	Whitehaven Coal Ltd	8.92	2.18%	57.87%	5.31 9.90
NEM	Newmont Cdi	147.24	-6.28%	0.00%	80.26 190.91
NXG	Nexgen Ene Cdi	15.45	-0.06%	0.00%	9.23 20.47
SFR	Sandfire Resources Ltd	19.17	-3.03%	74.03%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SHV	Select Harvests	3.98	9.94
GLN	Galan Lithium	0.48	9.2
SDR	Siteminder	3.25	7.62
PPC	Peet	1.71	7.05
JHX	James Hardie Ind	31.81	6.16
IPG	Ipd Group	5.73	6.11
EOS	Electro Optic Sy	9.67	5.22
SRL	Sunrise Energy	16.07	5.1
RYM	Ryman Healthcare	1.92	4.63
LTR	Liontown	2.37	4.19

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-16.67
APE	Eagers Automotiv	20.81	-8.59
KCN	Kingsgate Consol	5.99	-8.55
DTR	Dateline Resourc	0.17	-8.11
PRU	Perseus Mining	4.97	-7.71
FML	Focus Minerals L	1.91	-7.52
RSG	Resolute Mining	1.20	-7.36
ALK	Alkane Resources	1.42	-6.72
ASB	Austal	3.97	-6.71
WIA	Wia Gold	0.45	-6.7

OPINION

Latest Market Matters Opinions

28/05/2026 09:29

Eagers Automotive Ltd (APE) $22.76

Yesterday, in similar fashion to Goodman, Eagers delivered a trading update that saw the stock sharply sold-off before reversing higher (+1.8%) as analysts delved into the details - the stock recovered ~17% from its intra-day spike low under $20. The market's “sell first, and ask questions later” recent characteristic may have caught a few short-term traders this week.

28/05/2026 09:28

Goodman Group (ASX: GMG) $31.13

GMG delivered a broadly inline trading update this week, reaffirming FY26 guidance, but it was the market's reaction that we found the most interesting - the stock initially dipped under $29, for the first time since April, before reversing higher; it closed ~9% above the swing low on Wednesday.

ACTION

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Market Matters Content

What Matters Today: Four ASX Stocks set to benefit as Inflation remains muted

Morning report 28/05/2026

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Afternoon report 27/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/05/2026

Why is WAM Capital (ASX: WAM) so cheap?

WAM has just gone ex-dividend a few days ago. It pays a partially franked dividend of $0.155 a year. That is better than 9%! If I include the franking credits, it is better than 15%! It has a long track record of paying steady dividends, only the franking credits vary. Generally, high dividends means high risk. What are the risks with this stock? Regards, John

Ask James

Question asked 22/05/2026

Credit Corp Ltd (ASX: CCP)

Thanks to the whole team there for a great service. I have run the ruler over CCP, and it seems to tick a lot of boxes...revenue growth, Profit growth, margins, yield, PE ratio. With higher inflation and increased interest rates, I believe their debt collection business will be stronger. Would be interested in your latest thoughts, and any negatives. thanks Bernie

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