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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.99%

ABG.AX

-1.23%

AIS.AX

1.25%

AGL.AX

-1.12%

A1M.AX

5.63%

AIZ.AX

-1.64%

AAI.AX

2.52%

ALK.AX

6.13%

A4N.AX

2.3%

ALQ.AX

1.49%

AMC.AX

-1.26%

AOV.AX

2.77%

AMP.AX

0.41%

AEL.AX

-2.87%

ALD.AX

-3.75%

ANN.AX

-0.45%

ANZ.AX

APA.AX

-2.18%

ARU.AX

10.34%

ARB.AX

0.79%

ARF.AX

-0.38%

ARG.AX

0.32%

ALL.AX

-1.69%

APZ.AX

-0.42%

ASX.AX

-0.92%

ALX.AX

-1.88%

AIA.AX

-0.74%

AXQ.AX

1.14%

AMI.AX

10.26%

AZJ.AX

-0.52%

AFI.AX

-0.73%

AUC.AX

4.68%

ABB.AX

ASB.AX

7.64%

AUB.AX

-0.2%

AAC.AX

-0.38%

ACL.AX

6.42%

AUI.AX

1.08%

BMN.AX

9.25%

BAP.AX

BCI.AX

-0.97%

BPT.AX

-1.09%

BGA.AX

BGL.AX

2.15%

BEN.AX

-0.38%

BNZ.AX

2.27%

BHP.AX

0.09%

BOQ.AX

BKI.AX

-0.56%

XYZ.AX

0.8%

BSL.AX

0.72%

BOE.AX

9.96%

BXB.AX

-1.36%

BVS.AX

2.68%

BRE.AX

4.15%

BRG.AX

-0.07%

BTR.AX

9.01%

BFL.AX

-0.25%

BWP.AX

-0.56%

CMM.AX

5.7%

CSC.AX

CAR.AX

-0.91%

CIN.AX

0.49%

CYL.AX

2.37%

CAT.AX

2.85%

CWP.AX

-5.07%

CNI.AX

0.45%

CIP.AX

-1.42%

COF.AX

-0.58%

CGF.AX

-0.84%

CIA.AX

1.35%

CLW.AX

-2.09%

CHC.AX

-0.2%

CQR.AX

-0.82%

CQE.AX

-0.41%

CNU.AX

-2.17%

C79.AX

4.35%

CVL.AX

-0.62%

CU6.AX

0.97%

CWY.AX

CBO.AX

-0.78%

COH.AX

0.13%

CDA.AX

2.94%

CGS.AX

0.88%

COL.AX

-1.21%

CKF.AX

0.22%

CPU.AX

-0.33%

CEN.AX

-2.57%

CXO.AX

11.9%

CCP.AX

3.09%

CMW.AX

1.54%

CSL.AX

0.16%

CCL.AX

1.7%

CBA.AX

0.61%

DYL.AX

7.38%

DBI.AX

-0.54%

DTL.AX

7.78%

DRR.AX

1.78%

DVP.AX

4.47%

DXI.AX

-0.42%

DXS.AX

-1.92%

DDR.AX

1.59%

DGT.AX

3.37%

DJW.AX

-0.33%

DMP.AX

-0.09%

DOW.AX

-1.69%

DPM.AX

-3.17%

DRO.AX

-0.68%

DUR.AX

7.88%

DNL.AX

-0.25%

APE.AX

-1.26%

EBO.AX

-2.48%

ELD.AX

EOS.AX

1.11%

ELV.AX

-0.8%

ELS.AX

-4.41%

EHL.AX

0.78%

EMR.AX

4.13%

EDV.AX

-0.92%

EQR.AX

3.45%

EQT.AX

1.38%

EUR.AX

EVN.AX

2.22%

EVT.AX

-0.4%

FPH.AX

-3.1%

FDC.AX

FCL.AX

-3.05%

FFM.AX

3.19%

FPR.AX

FBU.AX

1.52%

FLT.AX

2.91%

FML.AX

4.09%

FRS.AX

3.28%

FMG.AX

0.07%

FGX.AX

1.12%

FGG.AX

GLF.AX

-1.52%

GDG.AX

4.23%

GNE.AX

-2.1%

GMD.AX

3.73%

GNP.AX

1.65%

GMG.AX

-0.3%

GPT.AX

-1.06%

GQG.AX

0.51%

GNG.AX

0.7%

GNC.AX

-0.77%

GGP.AX

5.71%

G6M.AX

-5.58%

GOZ.AX

-1.27%

GCI.AX

-0.5%

GYG.AX

-0.19%

GWA.AX

HSN.AX

-1.91%

HVN.AX

-1.96%

HGH.AX

-4.43%

HM1.AX

1.09%

HLI.AX

-0.56%

HMC.AX

3.89%

HDN.AX

-0.45%

HUB.AX

5.9%

IEL.AX

IGO.AX

1.56%

ILU.AX

8.17%

IMD.AX

3.44%

IFT.AX

-1%

INA.AX

4.99%

ING.AX

-1.92%

IAG.AX

-2.27%

IDX.AX

-2.35%

IPG.AX

3.15%

IPX.AX

8.25%

IPH.AX

-0.27%

IRE.AX

JHX.AX

-0.16%

JBH.AX

-2.3%

JDO.AX

3.33%

KAR.AX

-2.33%

KLS.AX

-1.26%

KCN.AX

4.77%

KKC.AX

0.25%

GLS.AX

3.65%

LGF.AX

2.27%

L1G.AX

2.74%

LSF.AX

1.61%

LFS.AX

0.62%

LLC.AX

-4.58%

LFG.AX

5.02%

360.AX

1.08%

LIC.AX

-0.94%

LNW.AX

1.46%

LIN.AX

11.69%

LTR.AX

2.17%

LOV.AX

0.44%

LYL.AX

-0.05%

LYC.AX

7.29%

MAF.AX

1.75%

MGH.AX

2.82%

MAH.AX

-0.51%

MQG.AX

0.3%

MAQ.AX

2.57%

MAD.AX

0.49%

MFG.AX

2.67%

MMS.AX

-1.22%

MPL.AX

-2.77%

MP1.AX

5.12%

MCY.AX

-2.11%

MEZ.AX

-2.61%

MSB.AX

1.35%

MLX.AX

5.33%

MTS.AX

-1.24%

MEI.AX

6.82%

MXT.AX

0.61%

MFF.AX

0.48%

MIN.AX

3.12%

MI6.AX

4.55%

MIR.AX

1.28%

MGR.AX

-1.09%

MND.AX

2.51%

MYS.AX

-0.8%

NAN.AX

-4.17%

NAB.AX

0.32%

NGI.AX

1.44%

NWL.AX

NEU.AX

1.34%

NHC.AX

-3.93%

NMG.AX

NEM.AX

0.47%

NWS.AX

-2.76%

NXG.AX

3.9%

NXT.AX

9.39%

NHF.AX

-1.67%

NCK.AX

0.56%

NIC.AX

1.6%

NEC.AX

2.29%

NST.AX

0.28%

NWH.AX

4.42%

NUF.AX

NXL.AX

4.35%

OCL.AX

3.24%

OBL.AX

7.98%

OML.AX

0.3%

OPH.AX

0.44%

OBM.AX

1.64%

ORI.AX

-0.83%

ORG.AX

-0.58%

ORA.AX

-0.99%

PDN.AX

4.93%

PNR.AX

5.02%

PDI.AX

4.33%

PPC.AX

-5.1%

PPM.AX

0.29%

PRN.AX

1.81%

PPT.AX

-0.58%

PCI.AX

PRU.AX

8.67%

PXA.AX

-0.74%

PNI.AX

1.74%

PL8.AX

2.63%

PLS.AX

3.82%

PGF.AX

1.95%

PNV.AX

-0.57%

PMV.AX

-1.99%

PME.AX

-1.21%

PWH.AX

0.26%

PYC.AX

2.6%

QAN.AX

0.58%

QBE.AX

-2.42%

QRI.AX

0.34%

QAL.AX

2.63%

RMS.AX

2.28%

RHC.AX

0.36%

REA.AX

-1.44%

RDX.AX

-1.97%

REH.AX

-8.81%

RF1.AX

3.78%

RG1.AX

0.42%

RPL.AX

1.93%

RGN.AX

-0.44%

REG.AX

0.42%

RRL.AX

2.68%

RWC.AX

0.93%

RMD.AX

-1.04%

RSG.AX

2.24%

SGLLV.AX

-0.99%

RIC.AX

-1.14%

RIO.AX

0.17%

RXL.AX

5.71%

RFF.AX

-0.77%

RYM.AX

1.4%

SFR.AX

4.84%

STO.AX

-1.74%

SCG.AX

-0.57%

SEK.AX

1.21%

SHV.AX

-0.74%

SRV.AX

0.19%

SGH.AX

-0.53%

SHA.AX

3.18%

SIG.AX

-0.37%

SLX.AX

2.92%

SGM.AX

2.95%

SDR.AX

18.12%

SKS.AX

6.34%

SKC.AX

SIQ.AX

-0.64%

SHL.AX

-0.94%

S32.AX

1.6%

SX2.AX

3.59%

SPK.AX

0.33%

SRG.AX

0.58%

SSM.AX

SBM.AX

1.82%

SMR.AX

-3.37%

SDF.AX

SXE.AX

0.5%

SGP.AX

-0.71%

SKG.AX

-1.38%

SNZ.AX

-0.77%

SUN.AX

-1.94%

SRL.AX

5.85%

SUL.AX

-3.2%

SLC.AX

SNL.AX

-1.92%

SYL.AX

-0.4%

TAH.AX

1.19%

TEA.AX

1.92%

TNE.AX

0.9%

TLX.AX

2.11%

TLS.AX

-1.22%

TPW.AX

0.79%

A2M.AX

-1.76%

TLC.AX

-0.38%

SGR.AX

TWR.AX

0.6%

TPG.AX

-1.31%

TCL.AX

-1.8%

TWE.AX

0.85%

TUA.AX

4.37%

TCG.AX

UNI.AX

-3.79%

VAU.AX

3.15%

VNT.AX

-1.69%

VCX.AX

-0.42%

VGN.AX

2.09%

VMM.AX

10.17%

VGL.AX

VEA.AX

-2.41%

VUL.AX

7.56%

VSL.AX

0.88%

WA1.AX

6.18%

WGN.AX

-0.21%

WGB.AX

WLE.AX

0.39%

WAM.AX

-0.5%

SOL.AX

-1.4%

WPR.AX

WQG.AX

-1.03%

WEB.AX

4.3%

WBT.AX

3.6%

WES.AX

-2.14%

WAF.AX

5.31%

WGX.AX

4.48%

WBC.AX

0.97%

WHF.AX

-0.43%

WHC.AX

-2.38%

WIA.AX

-3.57%

WTC.AX

1.46%

WDS.AX

-3.16%

WOW.AX

-0.46%

WOR.AX

0.83%

XRO.AX

-0.03%

YAL.AX

-3.68%

ZIM.AX

5.22%

ZIP.AX

2.65%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.60	-0.06	-0.04
SSO ASX Small Caps	13.61	0.11	0.81
IVV S&P 500	73.01	0.23	0.32
NDQ Nasdaq	61.43	0.87	1.44
F100 FTSE 100	15.15	-0.15	-0.98
ASIA Asia Tech	19.12	0.82	4.48
IEU Europe	94.77	0.04	0.04
IEM Emerging Markets	90.18	1.04	1.17
Gold Gold	52.39	0.29	0.56
ACDC Battery Tech	103.87	3.07	3.05

COMMODITIES	Close($)	-/+	%
Gold	4,048.24	-9.5632	-0.24
Silver	53.83	-0.5321	-0.98
Platinum	1,542.70	2.42	0.16
Palladium	1,018.50	-7.5633	-0.74
Ice Brent Crude	114.20	-1.61	-1.39
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7039	0.0015	0.21
Euro	1.1128	0.0006	0.05
British Pound	1.3290	-0.0013	-0.1
Canadian Dollar	1.4043	-0.0005	-0.04
New Zealand Dollar	0.5614	-0.0066	-1.16
Chinese Yuan	6.6660	0	0
Japanese Yen	158.1800	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	0.75	5.63%	52.69%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	2.15%	20.26%	1.06 2.00
BHP	Bhp Group Ltd	58.04	0.09%	33.19%	40.18 68.77
FMG	Fortescue Ltd	14.51	0.07%	-30.25%	14.13 23.38
NHC	New Hope Corporation Ltd	5.86	-3.93%	51.36%	3.77 6.61
WHC	Whitehaven Coal Limited	7.79	-2.38%	11.92%	6.66 9.90
NEM	Newmont Cdi	159.01	0.47%	0.00%	119.95 190.91
NXG	Nexgen Ene Cdi	12.52	3.9%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.57	4.84%	22.40%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SDR	Siteminder	3.39	18.12
CXO	Core Lithium	0.24	11.9
LIN	Lindian Rsc Fpo	0.43	11.69
ARU	Arafura Rare Ear	0.16	10.34
AMI	Aurelia Met	0.43	10.26
VMM	Viridis Mining A	3.90	10.17
BOE	Boss Energy	1.49	9.96
NXT	Nextdc	6.29	9.39
BMN	Bannerman Energy	3.66	9.25
BTR	Brightstar Resou	0.61	9.01

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
REH	Reece Australia	15.62	-8.81
G6M	Group 6 Metals L	2.37	-5.58
PPC	Peet	1.40	-5.1
CWP	Cedarwoods Fpo	5.99	-5.07
4DX	4dmedical	3.43	-4.99
LLC	Lendlease Group	2.29	-4.58
HGH	Heartland Group	0.97	-4.43
ELS	Elsight	2.82	-4.41
NAN	Nanosonics	2.99	-4.17
NHC	New Hope Corpora	5.86	-3.93

OPINION

Latest Market Matters Opinions

28/10/2026 17:01

Woolworths (ASX: WOW) $40.82

WOW -0.46%: delivered a solid 1Q27 update, with Australian Food the clear standout as price investment helped drive stronger customer traffic and market-share gains. However, trading has moderated since the Ooshies promotion ended, while Big W and New Zealand remain softer parts of the group.

28/10/2026 17:00

SiteMinder (ASX: SDR) $3.39

SDR +18.12%: rallied nicely today (from a low base) following today’s AGM, with the market responding positively to clearer guidance around the company’s medium-term growth ambitions. The key change was management sharpening its language around ARR growth, helping address concerns that momentum was fading after a disappointing FY26 result.

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Portfolio Positioning: Anthropic’s IPO reinvigorates the “AI Trade”

Morning report 28/10/2026

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Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

HI MM Team of very insightful market commentaries (and a very friendly team to engage with). Re Wesfarmers (ASX: WES) has been on your Hit List for a while I note the overall market analysis rating WES is a Sell to Strong Sell the stock appears to have great recovery drivers and keen buyers at lower levels i.e. around $72-75. I am interested given your recent portfolio buy of JBH as to what is your current view on WES and comparison to JBH? Thanks Steve K

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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Latest View Points

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Chart of the week

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Sandfire Resources Ltd(ASX: SFR) is soaring ~5% today

Sandfire is soaring this morning driven by a wave of analyst upgrades following its Q1 FY27 production report released on October 27.

ASX: SFR 27/10/2026

Why gold miner Perseus Mining (ASX: PRU) is struggling today

Perseus Mining (PRU) is the worst performer on the main board today after delivering disappointing gold production forecasts.

ASX: PRU 27/10/2026

Morning Report

Portfolio Positioning: Anthropic’s IPO reinvigorates the “AI Trade”

Morning report 28/10/2026

Afternoon Report

The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

Afternoon report 28/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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