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ANALYSIS

Market Analysis

4DX.AX

2.52%

ABG.AX

1.61%

AIS.AX

-2.67%

AGL.AX

-0.72%

A1M.AX

1.32%

AIZ.AX

0%

AAI.AX

-1.94%

ALK.AX

-2.76%

A4N.AX

-1.56%

ALQ.AX

0.49%

AMC.AX

-0.31%

AOV.AX

1.38%

AMP.AX

-0.15%

ALD.AX

0.66%

ANN.AX

-0.6%

ANZ.AX

-0.09%

APA.AX

0.15%

ARU.AX

-2%

ARB.AX

0.5%

ARF.AX

0.16%

ARG.AX

0.11%

ALL.AX

0.64%

AYA.AX

-1.13%

APZ.AX

0.38%

ASX.AX

1.37%

ALX.AX

0.1%

AUB.AX

0.86%

AIA.AX

0.84%

AMI.AX

1.69%

AZJ.AX

-0.12%

ABB.AX

0.84%

ASB.AX

0.12%

AAC.AX

-1.08%

AEF.AX

1.59%

AFI.AX

0.28%

AUI.AX

-0.09%

BOQ.AX

0.49%

BMN.AX

-3.29%

BCI.AX

1.2%

BPT.AX

-0.3%

BGA.AX

0.17%

BGL.AX

1.82%

BEN.AX

0.48%

BNZ.AX

-3.1%

BHP.AX

0.07%

BKI.AX

-0.55%

BC8.AX

-3.54%

XYZ.AX

-0.3%

BSL.AX

0.64%

BOE.AX

-3.32%

BXB.AX

-1.99%

BVS.AX

-0.25%

BRE.AX

-2.87%

BRG.AX

0.03%

BGP.AX

0%

BFL.AX

0%

BWP.AX

-0.66%

CMM.AX

-2.75%

CSC.AX

-1.66%

CAR.AX

0.84%

CIN.AX

0%

CYL.AX

-3.46%

CAT.AX

0.65%

CWP.AX

1.15%

CNI.AX

-0.81%

CIP.AX

-0.66%

COF.AX

0%

CGF.AX

0.87%

CIA.AX

-0.25%

CHI.AX

0%

CHC.AX

-0.35%

CLW.AX

-0.41%

CQR.AX

0.26%

CQE.AX

-0.94%

CNU.AX

-0.51%

C79.AX

1.74%

CVL.AX

1.99%

CU6.AX

-4.18%

CWY.AX

1.68%

CUV.AX

0.98%

CBO.AX

-7.75%

COH.AX

-0.91%

CDA.AX

-0.12%

COL.AX

-0.52%

CKF.AX

0.88%

CBA.AX

0.27%

CPU.AX

-1.73%

CEN.AX

0%

CXO.AX

-1.67%

CCP.AX

0.08%

CMW.AX

0%

CSL.AX

1.59%

CCL.AX

-0.2%

DBI.AX

-0.53%

DTL.AX

-0.11%

DTR.AX

1.92%

DYL.AX

-6.01%

DRR.AX

-0.22%

DVP.AX

1.9%

DXS.AX

1.46%

DXI.AX

0%

DDR.AX

1.47%

DGT.AX

1.02%

DJW.AX

1.39%

DMP.AX

0.12%

DOW.AX

0.51%

DPM.AX

0.04%

DRO.AX

-5.56%

DUR.AX

-0.42%

DNL.AX

-1.03%

APE.AX

0.05%

EBO.AX

1.25%

EIQ.AX

-5.21%

ELD.AX

-0.19%

EOS.AX

-3.03%

ELV.AX

-5.53%

ELS.AX

-4.5%

EHL.AX

1.52%

EMR.AX

-3.29%

EDV.AX

0%

ERA.AX

0%

EQR.AX

-2.68%

EUR.AX

0.66%

EVN.AX

-3.09%

EVT.AX

-0.6%

FCL.AX

0%

FFM.AX

-3.87%

FPH.AX

1.52%

FPR.AX

0.68%

FBU.AX

0.36%

FLT.AX

1.94%

FRS.AX

-3.33%

FMG.AX

0.65%

FRW.AX

0%

FGX.AX

0.75%

FGG.AX

-1.16%

GLF.AX

0.22%

GDG.AX

1.49%

GNE.AX

0.95%

GMD.AX

-1%

GNP.AX

2.03%

GMG.AX

0.13%

GPT.AX

-0.62%

GQG.AX

0%

GNG.AX

1.02%

GNC.AX

1.15%

GGP.AX

-4.2%

GOZ.AX

0%

GCI.AX

0.72%

GYG.AX

0.74%

GWA.AX

0.43%

HSN.AX

1.14%

HVN.AX

0%

HGH.AX

0%

HM1.AX

1%

HLI.AX

1.08%

HMC.AX

-1.32%

HDN.AX

0.4%

HUB.AX

1.02%

IEL.AX

-2.21%

IGO.AX

-1.41%

ILU.AX

-2.62%

IMD.AX

-2.13%

IMR.AX

-3.03%

IFT.AX

0.24%

INA.AX

-1.88%

ING.AX

0%

IAG.AX

0.25%

IDX.AX

1.7%

IPG.AX

1.38%

IPX.AX

-4.56%

IPH.AX

1.54%

IRE.AX

0.95%

JHX.AX

-0.84%

JBH.AX

0.09%

JDO.AX

1.96%

JMS.AX

0%

KAR.AX

-2.9%

KLS.AX

-0.23%

KCN.AX

-2.93%

KKC.AX

0%

GLS.AX

-0.48%

LGF.AX

0%

L1G.AX

0.81%

LSF.AX

-0.63%

LRV.AX

-1.18%

LFS.AX

0%

LLC.AX

-2.63%

LFG.AX

0.29%

360.AX

-1.55%

LIC.AX

-0.38%

LNW.AX

0.23%

LIN.AX

-3.89%

LTR.AX

-3.93%

LOV.AX

0.09%

LYL.AX

1.1%

LYC.AX

-2.71%

MA1.AX

0%

MAF.AX

0.16%

MGH.AX

-0.56%

MAH.AX

0%

MQG.AX

0.97%

MAQ.AX

0.27%

MAD.AX

-1.88%

MFG.AX

-0.09%

MMS.AX

0.73%

MPL.AX

0.1%

MP1.AX

2.49%

MCY.AX

-0.53%

MEZ.AX

1.3%

MSB.AX

-2.4%

MLX.AX

-2.95%

MTS.AX

-0.33%

MOT.AX

0.3%

MXT.AX

0%

MMI.AX

-1.95%

MFF.AX

1.72%

MIN.AX

-0.85%

MI6.AX

0%

MIR.AX

-1.19%

MGR.AX

-1.03%

MND.AX

0.85%

MYR.AX

0%

MYS.AX

1.08%

NAN.AX

-1.75%

NAB.AX

0.05%

NGI.AX

-0.4%

NWL.AX

6.71%

NEU.AX

-1.56%

NHC.AX

-2.18%

NMG.AX

-1.06%

NEM.AX

-0.85%

NWS.AX

-0.3%

NXG.AX

-2.09%

NXT.AX

3.08%

NHF.AX

0.36%

NCK.AX

-0.19%

NIC.AX

-2.72%

NEC.AX

0.55%

NST.AX

-2.71%

NWH.AX

1%

NUF.AX

0.73%

OCL.AX

2.77%

OML.AX

-0.35%

OPH.AX

1.22%

OBM.AX

-2.77%

ORI.AX

-0.13%

ORG.AX

-1.57%

ORA.AX

-0.36%

PDN.AX

-2.22%

PNR.AX

-3.14%

PPC.AX

-0.59%

PPM.AX

-0.61%

PRN.AX

-1.3%

PPT.AX

-0.63%

PCI.AX

-0.45%

PRU.AX

-2.51%

PXA.AX

-0.46%

PNI.AX

-0.61%

PL8.AX

0.36%

PLS.AX

-2.24%

PGF.AX

0%

PNV.AX

-0.25%

PDI.AX

-2.67%

PMV.AX

-0.14%

PME.AX

1.37%

PWH.AX

-0.23%

PYC.AX

1.45%

QAN.AX

-0.38%

QBE.AX

0.08%

QAL.AX

0.64%

QRI.AX

0%

QUB.AX

0.2%

RMS.AX

-0.96%

RHC.AX

0.53%

REA.AX

1.03%

RDX.AX

-0.84%

REH.AX

-0.06%

RF1.AX

-0.84%

RPL.AX

0%

RG1.AX

-1.2%

RGN.AX

0.43%

REG.AX

-1.04%

RRL.AX

0.15%

RWC.AX

-1.29%

RMD.AX

2.43%

RSG.AX

-3.02%

SGLLV.AX

1.45%

RIC.AX

-0.38%

RIO.AX

-0.77%

RXL.AX

-3.61%

RFF.AX

-0.5%

RYM.AX

2.22%

SFR.AX

-0.31%

STO.AX

-1.11%

SCG.AX

-1.53%

SEK.AX

0.46%

SHV.AX

-1.01%

SRV.AX

-0.79%

SSM.AX

-0.39%

SGH.AX

0.47%

SHA.AX

0%

SIG.AX

-0.35%

SLX.AX

-3.33%

SGM.AX

0.8%

SDR.AX

1.92%

SKS.AX

2.41%

SKC.AX

0%

SIQ.AX

0.08%

SHL.AX

-0.14%

S32.AX

-0.24%

SX2.AX

-2.24%

SXE.AX

0.23%

SPK.AX

0.33%

SRG.AX

0%

SBM.AX

-1.98%

SMR.AX

-0.22%

SDF.AX

0.3%

SGP.AX

-1.38%

SKG.AX

-1.15%

SNZ.AX

0%

SUN.AX

0.68%

SRL.AX

-1.29%

SUL.AX

-0.16%

SLC.AX

0%

SNL.AX

0.76%

SYL.AX

2.38%

TAH.AX

0.31%

TEA.AX

2.53%

TNE.AX

2.01%

TLX.AX

-1.44%

TLS.AX

-0.3%

TPW.AX

-3.04%

A2M.AX

2.4%

TLC.AX

-0.64%

SGR.AX

1.05%

TVN.AX

-5.41%

THL.AX

0%

TWR.AX

0%

TPG.AX

-0.83%

TCL.AX

0.14%

TWE.AX

-0.33%

TUA.AX

-0.88%

TCG.AX

0%

TRA.AX

0%

UNI.AX

-0.13%

VAU.AX

0%

VNT.AX

-1.18%

VCX.AX

-1.14%

VGN.AX

0.51%

VEA.AX

0.7%

VUL.AX

-0.66%

VSL.AX

-0.81%

VYS.AX

-2.06%

WA1.AX

-0.94%

WGN.AX

-0.91%

WAM.AX

0%

WGB.AX

0%

WLE.AX

0%

SOL.AX

0.24%

WPR.AX

-0.2%

WQG.AX

0.51%

WEB.AX

0.7%

WBT.AX

4.99%

WES.AX

0.55%

WAF.AX

-3.56%

WGX.AX

-1.62%

WBC.AX

0.26%

WHF.AX

0%

WHC.AX

-1.46%

WIA.AX

0.99%

WC8.AX

-2.4%

WTN.AX

0%

WTC.AX

5.12%

WDS.AX

-1.17%

WOW.AX

-0.33%

WOR.AX

-1.02%

XRO.AX

1.32%

YAL.AX

-1.38%

ZIM.AX

0.88%

ZIP.AX

0.31%

POPULAR ETFs Close($) +/- %
A200

ASX 200

147.12

-0.09

-0.06

SSO

ASX Small Caps

14.67

-0.02

-0.14

IVV

S&P 500

72.10

0.2

0.28

NDQ

Nasdaq

61.99

0.07

0.11

F100

FTSE 100

15.25

-0.01

-0.07

ASIA

Asia Tech

21.74

-0.01

-0.05

IEU

Europe

99.60

-0.43

-0.43

IEM

Emerging Markets

97.14

-0.61

-0.62

Gold

Gold

54.71

-0.03

-0.05

ACDC

Battery Tech

141.07

0.47

0.33

COMMODITIES Close($) -/+ %
Gold

4,150.63

-13.3466

-0.32

Silver

61.67

-0.4118

-0.66

Platinum

1,620.38

-10.62

-0.65

Palladium

1,266.50

-1.8966

-0.15

Ice Brent Crude

72.01

-0.11

-0.15

CURRENCIES Close($) -/+ %
Australian Dollar

0.6952

0

0

Euro

1.1437

-0.0001

-0.01

British Pound

1.3388

-0.0002

-0.01

Canadian Dollar

1.4209

0.0005

0.04

New Zealand Dollar

0.5699

-0.0001

-0.02

Chinese Yuan

6.7958

0.0161

0.24

Japanese Yen

162.1400

0.06

0.04

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What We're Watching

ASX Resource stocks we own
Code Company Price($) Today 1 Year Return 52 Week Range($)
A1M  

Aic Mines Ltd

0.77

1.32%

135.38%

0.30

0.79

BGL  

Bellevue Gold Ltd

1.39

1.09%

43.01%

0.78

2.00

BHP  

Bhp Group Ltd

59.98

-0.07%

54.06%

37.56

65.98

FMG  

Fortescue Ltd

18.63

0.59%

12.92%

15.94

23.38

NHC  

New Hope Corporation Ltd

5.16

-2.18%

31.62%

3.77

6.17

WHC  

Whitehaven Coal Ltd

7.45

-1.32%

25.04%

5.81

9.90

NEM  

Newmont Cdi

139.91

-0.8%

0.00%

87.37

190.91

NXG  

Nexgen Ene Cdi

13.64

-1.87%

0.00%

9.66

20.47

SFR  

Sandfire Resources Ltd

19.13

-0.8%

68.91%

10.11

21.75

10 Top Gainers | <$500m

Code Company Last($) % Chg
NWL

Netwealth Group

24.43

6.71

WTC

Wisetech Global

37.18

5.12

WBT

Weebit Nano

7.78

4.99

NXT

Nextdc

13.73

3.08

OCL

Objective Corpor

7.04

2.77

TEA

Tasmea

8.52

2.53

4DX

4dmedical

4.47

2.52

MP1

Megaport

19.32

2.49

RMD

Resmed Inc

31.63

2.43

SKS

Sks Technologies

8.70

2.41

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
CBO

Cobram Estate

3.69

-7.75

DYL

Deep Yellow

1.37

-6.01

DRO

Droneshield

2.38

-5.56

ELV

Elevra Lithium

9.57

-5.53

TVN

Tivan

0.35

-5.41

EIQ

Echoiq

1.55

-5.21

IPX

Iperionx

3.98

-4.56

ELS

Elsight

7.64

-4.5

GGP

Greatland Resour

11.30

-4.2

CU6

Clarity Pharmace

2.52

-4.18

OPINION

Latest Market Matters Opinions

Flight Centre Travel Group (ASX: FLT) $12.34

Flight Centre is one business that MM has successfully avoided over recent years, but it is starting to look interesting. We looked at it here last month after the company downgraded FY26 earnings guidance due to the Iran War, while at the same time announcing a supportive $200mn buyback - the downgrade, which was no major surprise, is feeling like a “washout low.” The stock is trading on the cheap side while paying a ~3.5% fully franked yield, but we acknowledge this is a mixture of a recovery and broadening story.

Read more

Local Stocks

Moving onto the ASX where the investment landscape may be a touch trickier when we cast the net further afield than the resources, although if they follow in the footsteps of the US, there is some meaningful performance catch-up to be made on the stock and sector level. When we look at the Advance-Decline Ratio (A-D) below, things are permeating through.

Read more
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