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ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

ASK.AX

AX1.AX

AIS.AX

A1G.AX

AGL.AX

AIZ.AX

AAI.AX

ALK.AX

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ANN.AX

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AUC.AX

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BOQ.AX

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BHP.AX

BKI.AX

BC8.AX

XYZ.AX

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BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

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CYL.AX

CAT.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.04	0	0
SSO ASX Small Caps	15.66	0	0
IVV S&P 500	63.10	0	0
NDQ Nasdaq	51.26	0	0
F100 FTSE 100	14.63	0	0
ASIA Asia Tech	14.95	0	0
IEU Europe	95.80	0	0
IEM Emerging Markets	82.31	0	0
Gold Gold	66.19	0	0
ACDC Battery Tech	142.50	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,018.43	-60.4649	-1.19
Silver	80.55	-3.2111	-3.83
Platinum	2,024.58	-107.4141	-5.04
Palladium	1,551.24	-66.6261	-4.12
Ice Brent Crude	103.89	3.43	3.41
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6986	0.0006	0.09
Euro	1.1417	0.0001	0.01
British Pound	1.3235	0.0013	0.1
Canadian Dollar	1.3717	-0.0001	-0.01
New Zealand Dollar	0.5782	0.001	0.17
Chinese Yuan	6.8961	0.0272	0.4
Japanese Yen	159.5600	-0.15	-0.09

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	0%	48.05%	0.28 0.75
BGL	Bellevue Gold Ltd	1.64	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	49.80	0%	30.23%	33.25 59.39
FMG	Fortescue Ltd	20.48	0%	29.21%	13.18 23.38
NHC	New Hope Corporation Ltd	5.35	0%	43.43%	3.33 5.41
WHC	Whitehaven Coal Ltd	9.35	0%	68.77%	4.26 9.59
NEM	Newmont Cdi	161.70	0%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.61	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.83	0%	57.00%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.38
4DX	4dmedical	4.07
ABG	Abacus Group Unt	1.04
ASK	Abacus Storage K	1.40
AX1	Accent Group	0.86
AIS	Aeris Resources	0.45
A1G	African Gold Ltd	0.89
AGL	Agl Energy	8.93
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	93.70

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.62
ZIM	Zimplats Holding	18.30
YAL	Yancoal Australi	8.06
XRO	Xero	80.53
WOR	Worley	9.84
WOW	Woolworths Group	35.73
WDS	Woodside Energy	31.04
WTC	Wisetech Global	47.57
WIA	Wia Gold	0.51
WHC	Whitehaven Coal	9.35

OPINION

Latest Market Matters Opinions

14/03/2026 10:25

First Up

The ASX200 ended a choppy week down 2.6%, with the Middle East conflict weighing on equities. Energy was the only sector to finish higher, while rate-sensitive tech (-7%) and real estate (-5%) dragged on the index as surging oil prices reignited inflation fears. The influential materials sector also endured a tough week, retreating -4.7% as weakness in copper and gold stocks offset a bounce in iron ore names.

13/03/2026 16:58

What Mattered Today

The ASX 200 ended Friday's session down 0.14% at 8,617.10 — its lowest weekly finish since December, as a punishing week defined by Middle East tensions, RBA rate expectations, and a sharp rotation out of gold and materials weighed on the index. For the week the benchmark shed 2.6%.

ACTION

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Market Matters Content

ETF Friday: Reviewing Four Bond ETFs with higher interest rates on offer

Morning report 13/03/2026

Afternoon Report

The Match Out: ASX drifts lower, down 2.6% for the week

Afternoon report 13/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Hi, apologies this is a little late. NST just downgraded again this morning with the operational update 13/03/26. I have a reasonably sized holding given I believe they are a quality blue chip gold company. I'd be interested in your views on the company. Thanks, Young

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Latest View Points

AAA

QPON

CRED

IAF

ATEC

NST

TEAM US

CAR

WTC

TNE

IGV US

FCX US

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Morning Report

ETF Friday: Reviewing Four Bond ETFs with higher interest rates on offer

Morning report 13/03/2026

Afternoon Report

The Match Out: ASX drifts lower, down 2.6% for the week

Afternoon report 13/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Latest View Points

AAA

QPON

CRED

IAF

ATEC

NST

TEAM US

CAR

WTC

TNE

IGV US

FCX US

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Opinion + Action