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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-1.31%

ABG.AX

-5.39%

ASK.AX

-2.18%

AGL.AX

0.24%

A1M.AX

3.57%

AIZ.AX

-1.41%

AAI.AX

-1.45%

ALK.AX

-2.49%

A4N.AX

0.78%

ALQ.AX

-0.04%

AMC.AX

0.4%

AOV.AX

-0.63%

AMP.AX

3.55%

ALD.AX

0.64%

ANN.AX

0.54%

ANZ.AX

0.43%

APA.AX

-0.69%

ARU.AX

4.26%

ARB.AX

ARF.AX

-2.51%

ARG.AX

1.75%

ALL.AX

1.26%

AYA.AX

14.66%

APZ.AX

ASX.AX

0.57%

ALX.AX

0.2%

AUB.AX

0.92%

AIA.AX

-0.57%

AZJ.AX

-0.71%

ABB.AX

0.41%

ASB.AX

1.25%

AAC.AX

3.1%

AFI.AX

2.32%

AUI.AX

1.26%

BOQ.AX

0.8%

BMN.AX

-1.26%

BCI.AX

1.28%

BPT.AX

BGA.AX

0.51%

BGL.AX

-3.57%

BEN.AX

0.76%

BNZ.AX

-1.14%

BHP.AX

-0.7%

BKI.AX

2.24%

BC8.AX

-3.83%

XYZ.AX

1.86%

BSL.AX

-3.83%

BMC.AX

-0.68%

BXB.AX

-1.57%

BVS.AX

BRE.AX

2.75%

BRG.AX

2.15%

BGP.AX

BFL.AX

BWP.AX

-1.56%

CMM.AX

0.56%

CSC.AX

0.9%

CAR.AX

0.86%

CYL.AX

-2.71%

CAT.AX

3.37%

CWP.AX

-0.57%

CNI.AX

-2.28%

CIP.AX

-1.3%

COF.AX

CGF.AX

1.73%

CIA.AX

-1.51%

CHI.AX

CHC.AX

-1.12%

CLW.AX

-1.88%

CQR.AX

-0.76%

CQE.AX

-1.11%

CNU.AX

0.98%

C79.AX

1.75%

CVL.AX

0.26%

CU6.AX

1.9%

CWY.AX

-1.26%

CUV.AX

-0.68%

CBO.AX

8.11%

COH.AX

0.55%

CDA.AX

1.59%

COL.AX

0.04%

CKF.AX

-2.51%

CBA.AX

0.62%

CPU.AX

3.97%

CEN.AX

3.57%

CXO.AX

2.04%

CCP.AX

1.98%

CMW.AX

-2.25%

CSL.AX

-0.56%

CCL.AX

1.21%

DBI.AX

0.52%

DTL.AX

0.1%

DTR.AX

DYL.AX

-2.45%

DRR.AX

1.08%

DVP.AX

0.16%

DXS.AX

-2.17%

DXI.AX

-0.41%

DDR.AX

3.03%

DGT.AX

DJW.AX

0.71%

DMP.AX

-4.98%

DOW.AX

-1.59%

DPM.AX

-2.35%

DRO.AX

3.86%

DUR.AX

-1.54%

DNL.AX

1.55%

APE.AX

-1.57%

EBO.AX

1.19%

EIQ.AX

ELD.AX

0.39%

EOS.AX

6.63%

ELV.AX

-0.83%

ELS.AX

5.03%

EHL.AX

3.17%

EMR.AX

-3.85%

EDV.AX

-2.11%

ERA.AX

EQR.AX

3.57%

EUR.AX

EVN.AX

-5.17%

EVT.AX

-0.69%

FCL.AX

FFM.AX

FPH.AX

0.19%

FPR.AX

-1.03%

FBU.AX

1.09%

FLT.AX

-0.83%

FRS.AX

FMG.AX

-1.9%

FRW.AX

-0.09%

FGX.AX

-0.74%

FGG.AX

0.9%

GLF.AX

-0.65%

GDG.AX

1.7%

GNE.AX

1.21%

GMD.AX

-5.1%

GNP.AX

GMG.AX

-3.02%

GPT.AX

-1.81%

GQG.AX

GNG.AX

2.12%

GNC.AX

-2.39%

GGP.AX

-4.74%

GOZ.AX

-0.46%

GCI.AX

GYG.AX

0.62%

GWA.AX

2.68%

HSN.AX

HVN.AX

-1.03%

HGH.AX

HM1.AX

0.68%

HLI.AX

-1.07%

HMC.AX

-1.33%

HDN.AX

-1.54%

HUB.AX

0.32%

IEL.AX

-1.3%

IGO.AX

0.68%

ILU.AX

IMD.AX

-0.73%

IMR.AX

1.65%

IFT.AX

1.12%

INA.AX

-2%

ING.AX

-2.37%

IAG.AX

0.62%

IDX.AX

IPG.AX

-0.7%

IPX.AX

5.97%

IPH.AX

2.93%

IRE.AX

-1.44%

JHX.AX

-0.62%

JBH.AX

-3.73%

JDO.AX

3.3%

JMS.AX

-1.82%

KAR.AX

5.82%

KLS.AX

2.05%

KCN.AX

-5.17%

KKC.AX

0.99%

GLS.AX

LGF.AX

-2.55%

L1G.AX

1.8%

LSF.AX

1.94%

LRV.AX

0.41%

LFS.AX

-1.11%

LLC.AX

0.62%

LFG.AX

2.22%

360.AX

1.64%

LIC.AX

0.19%

LNW.AX

-1.92%

LIN.AX

-2.11%

LTR.AX

1.51%

LOV.AX

-1.05%

LYL.AX

1.87%

LYC.AX

-2.48%

MA1.AX

1.01%

MAF.AX

-1.82%

MGH.AX

0.57%

MAH.AX

-2.05%

MQG.AX

0.11%

MAQ.AX

0.44%

MAD.AX

1.15%

MFG.AX

-0.1%

MMS.AX

0.78%

MPL.AX

MP1.AX

6.36%

MCY.AX

MEZ.AX

2.35%

MSB.AX

0.26%

MLX.AX

-1.12%

MTS.AX

-1.34%

MOT.AX

-0.3%

MXT.AX

0.26%

MMI.AX

-0.56%

MFF.AX

0.2%

MIN.AX

-0.13%

MI6.AX

-10.43%

MIR.AX

1.23%

MGR.AX

-2.55%

MND.AX

1.27%

MYR.AX

-1.61%

MYS.AX

-0.65%

NAN.AX

2.46%

NAB.AX

-0.08%

NGI.AX

-0.4%

NWL.AX

0.29%

NEU.AX

6.93%

NHC.AX

0.19%

NEM.AX

-2.17%

NWS.AX

-0.36%

NXG.AX

-0.21%

NXT.AX

NHF.AX

0.71%

NCK.AX

-0.55%

NIC.AX

4.4%

NEC.AX

0.57%

NST.AX

-5.82%

NWH.AX

3.05%

NUF.AX

-0.73%

OCL.AX

-1.62%

OML.AX

-0.68%

OPH.AX

-10.43%

OBM.AX

-6.22%

ORI.AX

-0.29%

ORG.AX

1.2%

ORA.AX

0.36%

PDN.AX

-1.27%

PNR.AX

-5.33%

PPC.AX

PPM.AX

-2.89%

PRN.AX

-3.43%

PPT.AX

1.91%

PCI.AX

0.46%

PRU.AX

-6.98%

PXA.AX

-2.28%

PNI.AX

-0.47%

PL8.AX

-0.72%

PLS.AX

-1.18%

PGF.AX

-1.54%

PNV.AX

-0.54%

PDI.AX

-4.23%

PMV.AX

-0.13%

PME.AX

3.03%

PWH.AX

-2.33%

PYC.AX

2.12%

QAN.AX

-0.75%

QBE.AX

0.92%

QAL.AX

-0.65%

QRI.AX

0.33%

QUB.AX

RMS.AX

-4.89%

RHC.AX

-0.32%

REA.AX

0.4%

RDX.AX

-1.73%

REH.AX

1.41%

RF1.AX

-6.52%

RPL.AX

3.6%

RG1.AX

-1.24%

RGN.AX

-2.1%

REG.AX

-0.31%

RRL.AX

-6.94%

RWC.AX

0.51%

RMD.AX

-2.17%

RSG.AX

-8.25%

SGLLV.AX

-8.16%

RIC.AX

-1.12%

RIO.AX

-0.91%

RXL.AX

1.28%

RFF.AX

-2.48%

RYM.AX

-0.53%

SFR.AX

0.95%

STO.AX

0.84%

SCG.AX

-1.53%

SEK.AX

1.82%

SHV.AX

-3.66%

SRV.AX

SSM.AX

-0.75%

SGH.AX

-0.26%

SHA.AX

0.72%

SIG.AX

-1.79%

SLX.AX

-0.93%

SGM.AX

-1.57%

SDR.AX

0.49%

SKS.AX

-1.52%

SKC.AX

-1.08%

SIQ.AX

0.95%

SHL.AX

-0.76%

S32.AX

-2.01%

SX2.AX

-2.56%

SXE.AX

1.89%

SPK.AX

SRG.AX

-0.75%

SBM.AX

-3.16%

SMR.AX

-1.69%

SDF.AX

-0.2%

SGP.AX

-2.16%

SNZ.AX

-1.71%

SUN.AX

1.21%

SRL.AX

3.86%

SUL.AX

-0.23%

SLC.AX

0.61%

SNL.AX

-0.22%

SYL.AX

-0.68%

TAH.AX

-1.76%

TEA.AX

1.06%

TNE.AX

-0.91%

TLX.AX

2.54%

TLS.AX

-1.55%

TPW.AX

-2.52%

A2M.AX

0.4%

TLC.AX

0.88%

SGR.AX

-1.08%

TVN.AX

11.32%

THL.AX

1.32%

TWR.AX

TPG.AX

-0.55%

TCL.AX

-2.24%

TWE.AX

-1.65%

TUA.AX

-0.44%

TRA.AX

UNI.AX

0.52%

VAU.AX

-7.13%

VNT.AX

-3.73%

VCX.AX

-1.53%

VGN.AX

VEA.AX

0.98%

VUL.AX

1.33%

VSL.AX

-2.86%

VYS.AX

0.99%

WA1.AX

1.51%

WGN.AX

-3.83%

WAM.AX

WGB.AX

1.44%

WLE.AX

0.38%

SOL.AX

1.12%

WPR.AX

-1.22%

WQG.AX

2.65%

WEB.AX

-1.33%

WBT.AX

3.09%

WES.AX

-0.43%

WAF.AX

-4.29%

WGX.AX

-3.29%

WBC.AX

-0.09%

WHF.AX

2.61%

WHC.AX

-4.27%

WIA.AX

1.1%

WC8.AX

2.97%

WTN.AX

WTC.AX

-2.42%

WDS.AX

0.86%

WOW.AX

-1.28%

WOR.AX

1.1%

XRO.AX

0.06%

YAL.AX

-0.36%

ZIM.AX

1.32%

ZIP.AX

3.51%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.42	-0.64	-0.43
SSO ASX Small Caps	14.69	0.09	0.62
IVV S&P 500	72.29	0.88	1.23
NDQ Nasdaq	64.12	1.44	2.3
F100 FTSE 100	15.36	0.07	0.46
ASIA Asia Tech	23.06	0.46	2.04
IEU Europe	105.72	0.7	0.67
IEM Emerging Markets	99.74	1	1.01
Gold Gold	53.05	-0.84	-1.56
ACDC Battery Tech	159.55	2.23	1.42

COMMODITIES	Close($)	-/+	%
Gold	4,028.82	12.7953	0.32
Silver	59.75	1.4561	2.5
Platinum	1,557.70	-16.8625	-1.07
Palladium	1,208.09	-5.3111	-0.44
Ice Brent Crude	72.55	0.56	0.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6914	0.0028	0.41
Euro	1.1421	0.0001	0.01
British Pound	1.3266	0.001	0.08
Canadian Dollar	1.4201	-0.0006	-0.04
New Zealand Dollar	0.5676	0.0027	0.48
Chinese Yuan	6.7851	-0.0085	-0.13
Japanese Yen	162.5300	0.62	0.38

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.73	3.57%	118.75%	0.30 0.79
BGL	Bellevue Gold Ltd	1.22	-3.57%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.40	-0.7%	59.39%	36.76 65.98
FMG	Fortescue Ltd	19.15	-1.9%	26.26%	15.49 23.38
NHC	New Hope Corporation Ltd	5.34	0.19%	43.28%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.63	-4.27%	44.38%	5.50 9.90
NEM	Newmont Cdi	134.52	-2.17%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	14.00	-0.21%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.19	0.95%	67.78%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	6.10	14.66
TVN	Tivan	0.30	11.32
CBO	Cobram Estate	4.40	8.11
NEU	Neuren Pharmaceu	17.75	6.93
EOS	Electro Optic Sy	10.30	6.63
MP1	Megaport	21.58	6.36
IPX	Iperionx	4.08	5.97
KAR	Karoon Energy Lt	1.46	5.82
ELS	Elsight	7.10	5.03
EUR	European Lithium	0.42	5

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
OPH	Ophir High Convi	2.49	-10.43
MI6	Minerals 260	0.73	-10.43
RSG	Resolute Mining	0.95	-8.25
SGLLV	Ricegrowers	13.96	-8.16
VAU	Vault Minerals	4.17	-7.13
PRU	Perseus Mining	4.80	-6.98
RRL	Regis Resources	6.03	-6.94
RF1	Regal Investment	3.44	-6.52
OBM	Ora Banda Mining	1.06	-6.22
NST	Northern Star Re	18.95	-5.82

OPINION

Latest Market Matters Opinions

30/06/2026 16:39

Broker Moves

• Karoon Energy Raised to Buy at Morgans Financial Limited • Regal Partners Rated New Buy at Canaccord; PT A$3.75 • Vault Minerals Cut to Neutral at Barrenjoey; PT A$6.25 • Lynas Cut to Neutral at Barrenjoey; PT A$20 • Genesis Minerals Raised to Overweight at Barrenjoey; PT A$7.50 • JB Hi-Fi Cut to Neutral at UBS; PT A$83 • Evolution Raised to Buy at Morgans Financial Limited; PT A$15

30/06/2026 16:39

What Mattered Today

The ASX spent most of the session churning in a relatively tight 20-point trading range, with strength in the banks and technology sector largely offset by another weak day for the miners. The market looked comfortable drifting sideways for much of the afternoon before that balance broke down into the close, with the index accelerating lower in what looked like end-of-financial-year tax-loss selling. There were few buyers willing to absorb the selling pressure, leaving the index to finish well off its intraday highs.

ACTION

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Market Matters Content

What Matters Today: Five Quiet Achievers Delivering in 2026

Morning report 30/06/2026

Afternoon Report

The Match Out: ASX slips as EOFY selling weighs on the close

Afternoon report 30/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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