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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.03%

ABG.AX

ASK.AX

-0.36%

AGL.AX

-0.29%

AIZ.AX

-1.43%

AAI.AX

-5.26%

ALK.AX

-4.67%

A4N.AX

-3.36%

ALQ.AX

-1.98%

AMC.AX

1.82%

AOV.AX

-2.25%

AMP.AX

-0.66%

ALD.AX

0.64%

ANN.AX

-0.34%

ANZ.AX

-2.23%

APA.AX

-0.34%

ARU.AX

-0.94%

ARB.AX

-0.65%

ARF.AX

-0.32%

ARG.AX

-0.69%

ALL.AX

-0.6%

AYA.AX

-3.13%

APZ.AX

-1.27%

ASX.AX

-0.69%

ALX.AX

-0.2%

AUB.AX

0.59%

AIA.AX

0.95%

AZJ.AX

0.93%

ABB.AX

-0.18%

ASB.AX

0.63%

AAC.AX

-0.38%

AFI.AX

-0.94%

AUI.AX

-0.33%

BOQ.AX

-1.66%

BMN.AX

-7.42%

BCI.AX

1.45%

BPT.AX

BGA.AX

-0.73%

BGL.AX

-5.05%

BEN.AX

-1.58%

BHP.AX

-3.33%

BKI.AX

-0.58%

BC8.AX

-8.89%

XYZ.AX

0.57%

BSL.AX

-1.24%

BOE.AX

-5.49%

BXB.AX

1.48%

BVS.AX

-4.26%

BRE.AX

-1.6%

BRG.AX

0.55%

BGP.AX

BFL.AX

BWP.AX

0.53%

CMM.AX

-7.05%

CSC.AX

-8.34%

CAR.AX

-1.93%

CIN.AX

CYL.AX

-6.17%

CAT.AX

-4.66%

CWP.AX

-1.36%

CNI.AX

0.25%

CIP.AX

COF.AX

CHN.AX

-7.47%

CGF.AX

0.55%

CIA.AX

-6.59%

CHI.AX

CHC.AX

-0.69%

CLW.AX

0.73%

CQR.AX

0.14%

CQE.AX

CNU.AX

1.29%

C79.AX

2.6%

CVL.AX

-2.56%

CU6.AX

-6.22%

CWY.AX

-0.63%

CBO.AX

1.51%

COH.AX

0.93%

CDA.AX

-2.89%

COL.AX

1.62%

CKF.AX

-1.22%

CBA.AX

-1.24%

CPU.AX

1.09%

CEN.AX

-0.12%

CXO.AX

-4.63%

CCP.AX

-0.26%

CMW.AX

CSL.AX

-0.43%

CCL.AX

-1.01%

DBI.AX

DTL.AX

-1.42%

DTR.AX

-4.84%

DYL.AX

-6.35%

DRR.AX

-2.5%

DVP.AX

-3.91%

DXS.AX

0.46%

DXI.AX

0.85%

DDR.AX

-0.18%

DGT.AX

-0.61%

DJW.AX

-1.41%

DMP.AX

-3.69%

DOW.AX

0.51%

DPM.AX

-7.33%

DRO.AX

-2.1%

DUR.AX

-0.74%

DNL.AX

-0.91%

APE.AX

-0.82%

EBO.AX

0.9%

EIQ.AX

-5.43%

ELD.AX

-0.94%

EOS.AX

-6.47%

ELV.AX

-4.71%

ELS.AX

-4.07%

EHL.AX

-0.95%

EMR.AX

-7.33%

EDV.AX

0.51%

ERA.AX

-20%

EQR.AX

-4.35%

EUR.AX

-4.49%

EVN.AX

-8.7%

EVT.AX

FCL.AX

-3.38%

FFM.AX

-4.55%

FPH.AX

0.36%

FPR.AX

-2.5%

FBU.AX

-1.36%

FLT.AX

-1.27%

FML.AX

-6.77%

FRS.AX

-7.77%

FMG.AX

-2.87%

FRW.AX

FGX.AX

0.37%

FGG.AX

-0.58%

GLF.AX

-4.48%

GDG.AX

-2.03%

GNE.AX

-3.67%

GMD.AX

-8.4%

GNP.AX

-2.38%

GMG.AX

0.19%

GPT.AX

0.11%

GQG.AX

-0.18%

GNG.AX

-3.27%

GNC.AX

-0.98%

GGP.AX

-7.52%

GOZ.AX

-0.47%

GCI.AX

0.24%

GYG.AX

-1.6%

GWA.AX

-0.49%

HSN.AX

-1.73%

HVN.AX

-1.13%

HGH.AX

-2.18%

HM1.AX

-1.75%

HLI.AX

1.5%

HMC.AX

-4.62%

HDN.AX

0.41%

HUB.AX

-1.3%

IEL.AX

1.75%

IGO.AX

-3.67%

ILU.AX

-3.74%

IMD.AX

-2.26%

IMR.AX

-3.45%

IFT.AX

-2.06%

INA.AX

ING.AX

-1.44%

IAG.AX

0.73%

IDX.AX

-6.52%

IPG.AX

-0.99%

IPX.AX

-6.54%

IPH.AX

-2.48%

IRE.AX

-0.32%

JHX.AX

-1.53%

JBH.AX

-2.15%

JDO.AX

-2.45%

JMS.AX

KAR.AX

0.26%

KLS.AX

-0.24%

KCN.AX

-5.99%

KKC.AX

GLS.AX

-0.28%

LGF.AX

-0.77%

L1G.AX

LSF.AX

-3.7%

LRV.AX

LFS.AX

2.22%

LLC.AX

-1.83%

LFG.AX

360.AX

-2.05%

LIC.AX

2.2%

LNW.AX

-0.71%

LIN.AX

-4.58%

LTR.AX

-4.21%

LOV.AX

-1.91%

LYL.AX

-1.18%

LYC.AX

-4.07%

MA1.AX

0.51%

MAF.AX

-4.33%

MGH.AX

-2.26%

MAH.AX

-3.24%

MQG.AX

-0.05%

MAQ.AX

-5.25%

MAD.AX

-1.88%

MFG.AX

-0.58%

MAU.AX

-1.79%

MMS.AX

-0.57%

MPL.AX

0.94%

MP1.AX

-5.57%

MCY.AX

MEZ.AX

-3.12%

MSB.AX

-2.93%

MLX.AX

-4.75%

MTS.AX

-0.33%

MOT.AX

MXT.AX

MFF.AX

-0.79%

MIN.AX

-3.12%

MI6.AX

-5.16%

MIR.AX

-1.23%

MGR.AX

0.15%

MND.AX

-2.23%

MYS.AX

-1.61%

NAN.AX

-1.57%

NAB.AX

-2.9%

NGI.AX

-1.66%

NWL.AX

-1.13%

NEU.AX

-4.07%

NHC.AX

-0.66%

NEM.AX

-6.03%

NWS.AX

2.01%

NXG.AX

-7.47%

NXT.AX

-4.1%

NHF.AX

1.59%

NCK.AX

-0.72%

NIC.AX

-5.67%

NEC.AX

-0.27%

NST.AX

-5.73%

NWH.AX

-4.33%

NUF.AX

-2.13%

OCL.AX

-3.36%

OML.AX

OPH.AX

0.39%

OBM.AX

-8.59%

ORI.AX

-0.96%

ORG.AX

ORA.AX

0.2%

PDN.AX

-9.32%

PNR.AX

-4.92%

PPC.AX

1.37%

PPM.AX

-0.3%

PRN.AX

-3.72%

PPT.AX

-0.22%

PCI.AX

-1.38%

PRU.AX

-9.78%

PXA.AX

-2.04%

PNI.AX

-1.34%

PL8.AX

-0.36%

PLS.AX

-1.1%

PGF.AX

0.33%

PNV.AX

-0.71%

PDI.AX

-3.55%

PMV.AX

0.39%

PME.AX

-3.11%

PWH.AX

-2.14%

PYC.AX

QAN.AX

-1.52%

QBE.AX

0.35%

QAL.AX

-2.65%

QRI.AX

-0.66%

QUB.AX

0.3%

RAC.AX

-2.96%

RMS.AX

-6.39%

RHC.AX

0.57%

REA.AX

-6.27%

RDX.AX

0.57%

REH.AX

0.14%

RF1.AX

RPL.AX

-1.19%

RG1.AX

-0.43%

RGN.AX

0.45%

REG.AX

-2.1%

RRL.AX

-6.37%

RWC.AX

-0.32%

RMD.AX

0.9%

RSG.AX

-8.37%

SGLLV.AX

-1.01%

RIC.AX

-0.71%

RIO.AX

-3.4%

RXL.AX

-4.4%

RFF.AX

-0.26%

RYM.AX

0.81%

SFR.AX

-7.26%

SMI.AX

-3.57%

STO.AX

1.6%

SCG.AX

0.68%

SEK.AX

-2.16%

SHV.AX

SRV.AX

-2.09%

SSM.AX

-0.82%

SGH.AX

-1.36%

SHA.AX

-3.84%

SIG.AX

-0.17%

SLX.AX

-4.47%

SGM.AX

-1.85%

SDR.AX

-5.84%

SKS.AX

-5.81%

SIQ.AX

-0.92%

SHL.AX

0.26%

S32.AX

-3.13%

SX2.AX

-5.28%

SXE.AX

-2.88%

SPK.AX

SRG.AX

-0.39%

SBM.AX

-7.08%

SMR.AX

-4.51%

SDF.AX

-0.13%

SGP.AX

0.52%

SNZ.AX

-5.12%

SUN.AX

-0.06%

SRL.AX

-7.65%

SUL.AX

0.8%

SLC.AX

-0.28%

SNL.AX

-2.61%

SYL.AX

-0.75%

TAH.AX

1.58%

TEA.AX

-2.92%

TNE.AX

-2.13%

TLX.AX

-1.28%

TLS.AX

0.2%

TPW.AX

-0.64%

A2M.AX

0.58%

TLC.AX

0.19%

SGR.AX

8.25%

TVN.AX

-6.67%

TWR.AX

-0.31%

TPG.AX

1.24%

TCL.AX

0.46%

TWE.AX

-0.32%

TUA.AX

1.2%

TRA.AX

VAU.AX

-6.52%

VNT.AX

-0.08%

VCX.AX

0.82%

VGN.AX

-3.07%

VEA.AX

VUL.AX

-6.19%

VSL.AX

3.62%

WA1.AX

-3.64%

WGN.AX

-0.69%

WAM.AX

0.33%

WGB.AX

-0.46%

WLE.AX

-0.38%

SOL.AX

0.85%

WPR.AX

0.42%

WQG.AX

-1.04%

WEB.AX

-0.84%

WBT.AX

-9.54%

WES.AX

0.79%

WAF.AX

-6.8%

WGX.AX

-6.65%

WBC.AX

-2.33%

WHF.AX

0.88%

WHC.AX

-1.28%

WIA.AX

-5.38%

WC8.AX

-5%

WTN.AX

WTC.AX

-4.45%

WDS.AX

0.91%

WOW.AX

1.16%

WOR.AX

-0.92%

XRO.AX

-2.89%

YAL.AX

-0.14%

ZIM.AX

1.85%

ZIP.AX

-2.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	142.59	-1.95	-1.35
SSO ASX Small Caps	15.55	-0.18	-1.14
IVV S&P 500	70.01	-0.69	-0.98
NDQ Nasdaq	61.42	-1.03	-1.65
F100 FTSE 100	14.85	0.03	0.2
ASIA Asia Tech	21.43	-0.44	-2.01
IEU Europe	101.07	-0.22	-0.22
IEM Emerging Markets	94.25	-1.68	-1.75
Gold Gold	56.17	-0.87	-1.53
ACDC Battery Tech	164.71	-10.29	-5.88

COMMODITIES	Close($)	-/+	%
Gold	4,316.41	-12.18	-0.28
Silver	67.57	-0.5981	-0.88
Platinum	1,743.78	-10.72	-0.61
Palladium	1,208.51	3.6105	0.3
Ice Brent Crude	94.11	1.02	1.1
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7035	-0.001	-0.14
Euro	1.1528	-0.0006	-0.05
British Pound	1.3332	-0.0006	-0.04
Canadian Dollar	1.3956	0.0005	0.04
New Zealand Dollar	0.5801	-0.0006	-0.1
Chinese Yuan	6.7832	0.0177	0.26
Japanese Yen	160.1600	0.05	0.03

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	-3.91%	91.04%	0.30 0.75
BGL	Bellevue Gold Ltd	1.32	-5.05%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.08	-3.53%	61.24%	35.52 65.04
FMG	Fortescue Ltd	19.88	-3.17%	32.54%	14.31 23.38
NHC	New Hope Corporation Ltd	6.00	-1.32%	64.32%	3.63 6.17
WHC	Whitehaven Coal Ltd	9.23	-1.55%	67.62%	5.31 9.90
NEM	Newmont Cdi	139.86	-5.99%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	14.76	-7.4%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	17.92	-7.05%	64.65%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SGR	The Star Enterta	0.11	8.25
VSL	Vulcan Steel	5.15	3.62
C79	Chrysos Corporat	6.12	2.6
LFS	Latitude Group	0.92	2.22
LIC	Lifestyle Commun	5.11	2.2
NWS	News Corporation	44.10	2.01
ZIM	Zimplats Holding	15.95	1.85
AMC	Amcor Cdi	53.83	1.82
IEL	Idp Education	2.03	1.75
COL	Coles Group	22.57	1.62

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-20
PRU	Perseus Mining	4.52	-9.78
WBT	Weebit Nano	6.83	-9.54
PDN	Paladin Energy	10.02	-9.32
BC8	Black Cat Syndic	1.03	-8.89
EVN	Evolution Mining	10.71	-8.7
OBM	Ora Banda Mining	1.17	-8.59
GMD	Genesis Minerals	4.91	-8.4
RSG	Resolute Mining	1.04	-8.37
CSC	Capstone Cdi	13.63	-8.34

OPINION

Latest Market Matters Opinions

09/06/2026 09:24

Australian Dollar ($A)

The Aussie Dollar has softened over recent weeks against the Greenback, as opposed to a broader basket of currencies. With credit markets pricing in Fed rate hikes the $US has bounced and it feels likely to have further legs in the short term, but its not a move we would chase.

09/06/2026 09:24

LME Copper ($US/MT)

Copper looked on course to punch above $US14,000 last week before interest rate concerns weighed on the industrial metal. We continue to target fresh highs above US$15,000/t as global supply struggles to keep pace with demand from AI infrastructure and the broader electrification trend.

ACTION

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Ask James ASK A QUESTION

Ask James

Question asked 05/06/2026

Kapstream Investment Trust (ASX: KIT) – Early Access Off-Market Buy-Back

Hi Guys, Thanks for your hard work and valuable insights! The recently issued Kapstream Investment Trust (KIT) has been trading below issue price (2.00) at around 1.95 but has dropped lower to around 1.90 in recent days. Is this because of the proposed off-market buyback? What's the purpose of the buyback? Buying opportunity or warning sign? I also note that KIT and DMNHA, despite yielding similar numbers as many bank hybrid notes have been trading below par whereas the bank hybrids nearly always trade above. Why? Cheers, Nick

Ask James

Question asked 06/06/2026

Biome Australia Ltd (ASX: BIO)

Do you have a view on why this stock is being priced like it is going broke whilst fundamentally sound and promising outlook exists

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