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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

1.38%

ABG.AX

0.51%

ASK.AX

-1.78%

AGL.AX

0.7%

AGI.AX

-4.38%

AIZ.AX

4.48%

AAI.AX

3.12%

ALK.AX

2.91%

A4N.AX

5.41%

ALQ.AX

1.17%

AMC.AX

3.4%

AOV.AX

1.11%

AMP.AX

-1.3%

ALD.AX

-0.87%

ANN.AX

0.97%

ANZ.AX

1.01%

APA.AX

0.56%

ARU.AX

3.85%

ARB.AX

0.66%

ARF.AX

0.31%

ARG.AX

0.58%

ALL.AX

0.99%

AYA.AX

-4.26%

APZ.AX

3.27%

ASX.AX

0.78%

ALX.AX

0.2%

AUB.AX

-1.76%

AIA.AX

1.95%

AZJ.AX

-0.23%

ABB.AX

-2.11%

ASB.AX

6.49%

AAC.AX

1.54%

AFI.AX

1.88%

AUI.AX

1.58%

BOQ.AX

-0.16%

BMN.AX

2.61%

BCI.AX

1.49%

BPT.AX

-1.38%

BGA.AX

0.53%

BGL.AX

9.35%

BEN.AX

0.1%

BHP.AX

3.5%

BKI.AX

0.29%

BC8.AX

9.77%

XYZ.AX

2.57%

BSL.AX

0.97%

BXB.AX

3.82%

BVS.AX

1.82%

BRE.AX

2.94%

BRG.AX

0.47%

BGP.AX

BFL.AX

-0.83%

BWP.AX

0.77%

CMM.AX

6.56%

CSC.AX

6.04%

CAR.AX

0.08%

CIN.AX

1.18%

CYL.AX

4.8%

CAT.AX

-1.6%

CWP.AX

3.52%

CNI.AX

4.95%

CIP.AX

0.66%

COF.AX

1.63%

CHN.AX

7.39%

CGF.AX

2.03%

CIA.AX

3.54%

CHI.AX

CHC.AX

3.04%

CLW.AX

2.19%

CQR.AX

0.77%

CQE.AX

0.38%

CNU.AX

-1.21%

C79.AX

4.38%

CVL.AX

3.64%

CU6.AX

4.37%

CWY.AX

1.26%

CBO.AX

-1.51%

COH.AX

0.84%

CDA.AX

1.36%

COL.AX

-0.37%

CKF.AX

1.78%

CBA.AX

1.98%

CPU.AX

-0.14%

CEN.AX

-1.64%

CXO.AX

7.69%

CCP.AX

1.51%

CMW.AX

-1.1%

CSL.AX

0.26%

CCL.AX

0.81%

DBI.AX

-0.34%

DTL.AX

0.21%

DYL.AX

4.04%

DRR.AX

3.22%

DVP.AX

10.37%

DXS.AX

1.72%

DXI.AX

0.81%

DDR.AX

-0.52%

DGT.AX

-3.17%

DJW.AX

-0.36%

DMP.AX

1.21%

DOW.AX

0.37%

DPM.AX

6.3%

DRO.AX

6.09%

DUR.AX

-0.38%

DNL.AX

0.78%

APE.AX

2.53%

EBO.AX

2.27%

EIQ.AX

-2.95%

ELD.AX

1.73%

EOS.AX

-1.48%

ELV.AX

12.49%

ELS.AX

5.41%

EHL.AX

-2.97%

EMR.AX

8.72%

EDV.AX

1.9%

ERA.AX

-20%

EQR.AX

9.3%

EUR.AX

5.06%

EVN.AX

7.31%

EVT.AX

0.81%

FCL.AX

FFM.AX

5.83%

FPH.AX

1.45%

FPR.AX

1.07%

FBU.AX

1.95%

FLT.AX

0.82%

FML.AX

1.98%

FRS.AX

-5%

FMG.AX

3.11%

FRW.AX

2.99%

FGX.AX

0.37%

FGG.AX

GLF.AX

1.12%

GDG.AX

-2.05%

GNE.AX

-1.84%

GMD.AX

10.83%

GNP.AX

-2.1%

GMG.AX

2.24%

GPT.AX

0.79%

GQG.AX

0.68%

GNG.AX

0.35%

GNC.AX

1.17%

GGP.AX

5.97%

GOZ.AX

1.79%

GCI.AX

-0.97%

GYG.AX

1.62%

GWA.AX

0.46%

HSN.AX

HVN.AX

1.7%

HGH.AX

HM1.AX

0.36%

HLI.AX

-0.4%

HMC.AX

-2.37%

HDN.AX

1.16%

HUB.AX

0.24%

IEL.AX

-6.58%

IGO.AX

3.87%

ILU.AX

3.53%

IMD.AX

8.94%

IMR.AX

4.17%

IFT.AX

0.33%

INA.AX

1.98%

ING.AX

0.95%

IAG.AX

1.01%

IDX.AX

0.49%

IPG.AX

2.76%

IPX.AX

1.79%

IPH.AX

IRE.AX

-0.32%

JHX.AX

6.1%

JBH.AX

1.35%

JDO.AX

1.41%

JMS.AX

3.85%

KAR.AX

-0.98%

KLS.AX

0.48%

KCN.AX

KKC.AX

GLS.AX

2.5%

LGF.AX

4.14%

L1G.AX

-0.48%

LSF.AX

3.62%

LRV.AX

9.38%

LFS.AX

-0.55%

LLC.AX

4.74%

LFG.AX

-0.32%

360.AX

2.21%

LIC.AX

-3.45%

LNW.AX

2.99%

LIN.AX

7.69%

LTR.AX

9.82%

LOV.AX

3.59%

LYL.AX

0.51%

LYC.AX

5.21%

MA1.AX

1.02%

MAF.AX

1.19%

MGH.AX

0.76%

MAH.AX

4.55%

MQG.AX

2.8%

MAQ.AX

-0.7%

MAD.AX

2.88%

MFG.AX

5.19%

MMS.AX

-0.15%

MPL.AX

0.2%

MP1.AX

0.96%

MCY.AX

0.36%

MEZ.AX

-0.21%

MSB.AX

-1.02%

MLX.AX

3.08%

MTS.AX

1.58%

MOT.AX

0.88%

MXT.AX

MFF.AX

-0.6%

MIN.AX

4.59%

MI6.AX

14.67%

MIR.AX

0.42%

MGR.AX

1.43%

MND.AX

1.72%

MYS.AX

0.66%

NAN.AX

NAB.AX

2.3%

NGI.AX

1.28%

NWL.AX

1.45%

NEU.AX

0.6%

NHC.AX

0.33%

NEM.AX

3.95%

NWS.AX

-4.26%

NXG.AX

1.33%

NXT.AX

0.41%

NHF.AX

0.14%

NCK.AX

2.72%

NIC.AX

3.8%

NEC.AX

0.55%

NST.AX

5.13%

NWH.AX

1.16%

NUF.AX

OCL.AX

-0.83%

OML.AX

3.38%

OPH.AX

-0.73%

OBM.AX

8.33%

ORI.AX

0.78%

ORG.AX

1.56%

ORA.AX

2.22%

PDN.AX

3.63%

PNR.AX

9.57%

PPC.AX

3.1%

PPM.AX

-1.52%

PRN.AX

0.49%

PPT.AX

-0.86%

PCI.AX

1.4%

PRU.AX

4.72%

PXA.AX

0.57%

PNI.AX

1.55%

PL8.AX

-0.71%

PLS.AX

9.76%

PGF.AX

2.34%

PNV.AX

-4.46%

PDI.AX

6.8%

PMV.AX

0.64%

PME.AX

0.74%

PWH.AX

-0.46%

PYC.AX

3.39%

QAN.AX

3.77%

QBE.AX

-0.91%

QAL.AX

QRI.AX

-0.66%

QUB.AX

-0.39%

RMS.AX

4.88%

RHC.AX

1.84%

REA.AX

-2.81%

RDX.AX

0.54%

REH.AX

1.62%

RF1.AX

RPL.AX

0.8%

RG1.AX

RGN.AX

1.26%

REG.AX

-1.16%

RRL.AX

4.84%

RWC.AX

4.93%

RMD.AX

-0.89%

RSG.AX

5.03%

SGLLV.AX

1.09%

RIC.AX

-0.35%

RIO.AX

2.4%

RXL.AX

4.88%

RFF.AX

0.49%

RYM.AX

2.7%

SFR.AX

8.07%

SMI.AX

8.65%

STO.AX

SCG.AX

1.05%

SEK.AX

1.03%

SHV.AX

3.15%

SRV.AX

0.31%

SSM.AX

-0.4%

SGH.AX

0.7%

SHA.AX

2.53%

SIG.AX

-1.86%

SLX.AX

SGM.AX

4.19%

SDR.AX

7.78%

SKS.AX

-2.22%

SIQ.AX

-1.14%

SHL.AX

-0.39%

S32.AX

3.43%

SX2.AX

-1.35%

SXE.AX

0.75%

SPK.AX

1.59%

SRG.AX

2.43%

SBM.AX

6.86%

SMR.AX

-0.37%

SDF.AX

-1.53%

SGP.AX

3.17%

SNZ.AX

-0.57%

SUN.AX

1.9%

SRL.AX

2.29%

SUL.AX

-0.65%

SLC.AX

1.11%

SNL.AX

-0.06%

SYL.AX

3.08%

TAH.AX

-1.76%

TEA.AX

2.38%

TNE.AX

-0.06%

TLX.AX

0.97%

TLS.AX

TPW.AX

3.54%

A2M.AX

10.18%

TLC.AX

2.53%

SGR.AX

10%

TVN.AX

1.92%

THL.AX

5.58%

TWR.AX

TPG.AX

0.27%

TCL.AX

0.9%

TWE.AX

0.41%

TUA.AX

-2.22%

TRA.AX

UNI.AX

0.44%

VAU.AX

4.43%

VNT.AX

1.56%

VCX.AX

VGN.AX

VEA.AX

-3.43%

VUL.AX

2.16%

VSL.AX

2.33%

VYS.AX

5.61%

WA1.AX

6.02%

WGN.AX

4.37%

WAM.AX

WGB.AX

1.86%

WLE.AX

0.77%

SOL.AX

0.96%

WPR.AX

-0.4%

WQG.AX

1.39%

WEB.AX

3.81%

WBT.AX

0.32%

WES.AX

2.56%

WAF.AX

6.38%

WGX.AX

6.01%

WBC.AX

1.45%

WHF.AX

0.22%

WHC.AX

-0.45%

WIA.AX

2.33%

WC8.AX

2.13%

WTN.AX

WTC.AX

1.38%

WDS.AX

-0.92%

WOW.AX

0.63%

WOR.AX

0.08%

XRO.AX

-0.77%

YAL.AX

-0.46%

ZIM.AX

ZIP.AX

9.47%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.55	2.79	1.93
SSO ASX Small Caps	15.83	0.29	1.87
IVV S&P 500	70.06	0.63	0.91
NDQ Nasdaq	61.64	1.3	2.15
F100 FTSE 100	14.99	0.22	1.49
ASIA Asia Tech	21.67	0.54	2.56
IEU Europe	103.00	1.9	1.88
IEM Emerging Markets	96.38	2.74	2.93
Gold Gold	54.37	1.04	1.95
ACDC Battery Tech	163.90	6.5	4.13

COMMODITIES	Close($)	-/+	%
Gold	4,218.77	4.9258	0.12
Silver	67.98	0.6214	0.92
Platinum	1,717.52	-2.3917	-0.14
Palladium	1,283.11	14.1057	1.11
Ice Brent Crude	86.80	-3.58	-3.96
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7043	-0.0005	-0.07
Euro	1.1565	-0.0012	-0.1
British Pound	1.3406	-0.0006	-0.04
Canadian Dollar	1.3989	0.0025	0.18
New Zealand Dollar	0.5833	-0.0003	-0.05
Chinese Yuan	6.7626	-0.013	-0.19
Japanese Yen	160.2000	0.28	0.18

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	6.9%	75.76%	0.30 0.75
BGL	Bellevue Gold Ltd	1.35	9.35%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	62.93	3.5%	55.70%	35.52 65.04
FMG	Fortescue Ltd	20.21	3.11%	20.91%	14.31 23.38
NHC	New Hope Corporation Ltd	6.04	0.33%	57.18%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.88	-0.45%	55.40%	5.31 9.90
NEM	Newmont Cdi	137.79	3.95%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	13.76	1.33%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.83	8.07%	57.51%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MI6	Minerals 260	0.86	14.67
ELV	Elevra Lithium	11.98	12.49
GMD	Genesis Minerals	5.32	10.83
DVP	Develop Global	6.92	10.37
A2M	The A2 Milk Comp	6.06	10.18
SGR	The Star Enterta	0.11	10
LTR	Liontown	2.18	9.82
BC8	Black Cat Syndic	0.96	9.77
PLS	Pls Group	6.52	9.76
PNR	Pantoro Gold	2.52	9.57

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-20
IEL	Idp Education	2.13	-6.58
FRS	Forrestania Res	0.48	-5
PNV	Polynovo	0.97	-4.46
AGI	Ainsworth Game T	1.53	-4.38
NWS	News Corporation	42.30	-4.26
AYA	Artrya	4.50	-4.26
LIC	Lifestyle Commun	5.03	-3.45
VEA	Viva Energy Grp	2.25	-3.43
DGT	Digico Infrastru	2.44	-3.17

OPINION

Latest Market Matters Opinions

13/06/2026 08:27

First Up

After a shaky start to the week, the ASX200 finished with a flourish, rallying 2% on Friday to end the week up 1.4% as risk appetite returned. Following several sessions dominated by geopolitical headlines, the ASX delivered its strongest weekly gain in two months as markets embraced the prospect of a US-Iran peace deal and the accompanying pullback in oil prices, which reversed more than US$10/barrel from their weekly highs.

12/06/2026 16:43

Broker Moves

• Lac Gold Cut to Speculative Buy at Blue Ocean; PT A$2.15 • Brazilian Rare Earths Raised to Speculative Buy at Ord Minnett • SmartGroup Cut to Hold at CLSA; PT A$12 • Falcon Metals Rated New Speculative Buy at Bell Potter

ACTION

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Market Matters Content

ETF Friday: Don’t Fear the Dip – Four Global Equity ETFs MM likes into Weakness

Morning report 12/06/2026

Afternoon Report

The Match Out: ASX surges almost 2% for its best session since April as Trump flags ‘imminent’ Iran deal

Afternoon report 12/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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