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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-1.06%

ABG.AX

ASK.AX

-1.77%

AIS.AX

1.2%

AGL.AX

A1M.AX

AIZ.AX

-1.35%

AAI.AX

-7.53%

ALK.AX

4.3%

A4N.AX

12.5%

ALQ.AX

-1.36%

AMC.AX

0.05%

AOV.AX

-0.31%

AMP.AX

2.25%

ALD.AX

0.36%

ANN.AX

-1.75%

ANZ.AX

0.87%

APA.AX

-0.74%

ARU.AX

-1.82%

ARB.AX

-1.5%

ARF.AX

ARG.AX

-0.23%

ALL.AX

-1.6%

AYA.AX

-1.27%

APZ.AX

0.2%

ASX.AX

0.99%

ALX.AX

AUB.AX

-1.02%

AIA.AX

0.87%

AMI.AX

-3.13%

AZJ.AX

0.23%

ABB.AX

-1.33%

ASB.AX

1.17%

AAC.AX

AFI.AX

-1.23%

AUI.AX

-0.18%

BOQ.AX

1.27%

BMN.AX

-0.29%

BCI.AX

2.94%

BPT.AX

-1.45%

BGA.AX

BGL.AX

2.3%

BEN.AX

1.52%

BNZ.AX

-1.33%

BHP.AX

0.02%

BKI.AX

-0.56%

BC8.AX

0.48%

XYZ.AX

2.72%

BSL.AX

-1.03%

BMC.AX

3.95%

BOE.AX

-0.41%

BXB.AX

-1.06%

BVS.AX

-4.61%

BRE.AX

-4.9%

BRG.AX

0.87%

BGP.AX

BFL.AX

-0.6%

BWP.AX

-0.51%

CMM.AX

0.3%

CSC.AX

-2.16%

CAR.AX

0.23%

CIN.AX

0.6%

CYL.AX

7.1%

CAT.AX

-3.17%

CWP.AX

2.7%

CNI.AX

3.65%

CIP.AX

-0.98%

COF.AX

-0.54%

CHN.AX

-2.41%

CGF.AX

1.56%

CIA.AX

-1.18%

CHI.AX

CHC.AX

0.72%

CLW.AX

CQR.AX

0.51%

CQE.AX

0.75%

CNU.AX

-1.24%

C79.AX

-1.38%

CVL.AX

5.01%

CU6.AX

-0.89%

CWY.AX

-0.42%

CBO.AX

1.54%

COH.AX

2.31%

CDA.AX

-0.26%

COL.AX

-0.34%

CKF.AX

-1.16%

CBA.AX

0.06%

CPU.AX

0.53%

CEN.AX

1.6%

CXO.AX

-8.33%

CCP.AX

3.51%

CMW.AX

-1.12%

CSL.AX

0.68%

CCL.AX

-0.99%

DBI.AX

-0.17%

DTL.AX

0.71%

DTR.AX

15.38%

DYL.AX

0.31%

DRR.AX

0.65%

DVP.AX

DXS.AX

-1.68%

DXI.AX

DDR.AX

1.54%

DGT.AX

DJW.AX

-1.43%

DMP.AX

-0.56%

DOW.AX

-1.09%

DPM.AX

2.13%

DRO.AX

-1.37%

DUR.AX

0.75%

DNL.AX

-1.82%

APE.AX

-2.28%

EBO.AX

-5.1%

EIQ.AX

-1.27%

ELD.AX

-2.08%

EOS.AX

-1.91%

ELV.AX

6.59%

ELS.AX

1.74%

EHL.AX

-0.5%

EMR.AX

1.52%

EDV.AX

ERA.AX

EQR.AX

EUR.AX

EVN.AX

1.16%

EVT.AX

1.5%

FCL.AX

FFM.AX

-1.93%

FPH.AX

0.09%

FPR.AX

2.07%

FBU.AX

1.13%

FLT.AX

-0.59%

FML.AX

-0.77%

FRS.AX

-1.92%

FMG.AX

-1.34%

FRW.AX

FGX.AX

-2.86%

FGG.AX

0.88%

GLN.AX

3.66%

GLF.AX

0.85%

GDG.AX

-2.3%

GNE.AX

0.94%

GMD.AX

1.21%

GNP.AX

-2.03%

GMG.AX

0.62%

GPT.AX

-1.54%

GQG.AX

0.35%

GNG.AX

1.21%

GNC.AX

GGP.AX

2.55%

GOZ.AX

0.87%

GCI.AX

0.49%

GYG.AX

-2.57%

GWA.AX

4.13%

HSN.AX

-3.9%

HVN.AX

-0.21%

HGH.AX

-0.99%

HM1.AX

0.7%

HLI.AX

2.43%

HMC.AX

HDN.AX

-1.15%

HUB.AX

-1.66%

IEL.AX

-4.64%

IGO.AX

-2.56%

ILU.AX

2.59%

IMD.AX

0.23%

IMR.AX

-1.63%

IFT.AX

0.49%

INA.AX

0.48%

ING.AX

1.43%

IAG.AX

0.38%

IDX.AX

IPG.AX

-0.34%

IPX.AX

-13.79%

IPH.AX

-1.42%

IRE.AX

-1.43%

JHX.AX

0.94%

JBH.AX

-0.34%

JDO.AX

0.67%

JMS.AX

KAR.AX

-11.56%

KLS.AX

1.15%

KCN.AX

3.07%

KKC.AX

GLS.AX

-0.26%

LGF.AX

2.43%

L1G.AX

3.81%

LSF.AX

-3.02%

LRV.AX

-1.12%

LFS.AX

1.1%

LLC.AX

2.43%

LFG.AX

1.28%

360.AX

4.39%

LIC.AX

-1.19%

LNW.AX

-1.85%

LIN.AX

-2.22%

LTR.AX

-8.48%

LOV.AX

0.09%

LYL.AX

6.69%

LYC.AX

0.56%

MA1.AX

0.25%

MAF.AX

1.59%

MGH.AX

7.62%

MAH.AX

MQG.AX

0.73%

MAQ.AX

-0.5%

MAD.AX

1.24%

MFG.AX

MMS.AX

0.67%

MPL.AX

MP1.AX

0.73%

MCY.AX

-0.71%

MEZ.AX

0.83%

MSB.AX

-0.26%

MLX.AX

-4.04%

MTS.AX

1.57%

MEI.AX

-2.78%

MOT.AX

0.29%

MXT.AX

-0.52%

MFF.AX

-0.59%

MIN.AX

-0.9%

MI6.AX

-0.54%

MIR.AX

-1.22%

MGR.AX

-2.23%

MND.AX

-1.93%

MYS.AX

1.75%

NAN.AX

-1.23%

NAB.AX

1.15%

NGI.AX

NWL.AX

-1.12%

NEU.AX

-1.39%

NHC.AX

0.54%

NEM.AX

2.02%

NWS.AX

-0.98%

NXG.AX

2.38%

NXT.AX

0.41%

NHF.AX

0.29%

NCK.AX

0.25%

NIC.AX

-2.49%

NEC.AX

-1.06%

NST.AX

2.45%

NWH.AX

0.28%

NUF.AX

0.36%

OCL.AX

-2.88%

OML.AX

-1%

OPH.AX

1.42%

OBM.AX

2.72%

ORI.AX

-0.68%

ORG.AX

1.96%

ORA.AX

-0.7%

PDN.AX

-1.72%

PNR.AX

2.92%

PPC.AX

-0.3%

PPM.AX

2.74%

PRN.AX

1.36%

PPT.AX

-0.86%

PCI.AX

0.47%

PRU.AX

1.51%

PXA.AX

0.76%

PNI.AX

3.32%

PL8.AX

0.36%

PLS.AX

-4.48%

PGF.AX

0.32%

PNV.AX

PDI.AX

8.09%

PMV.AX

0.43%

PME.AX

-0.27%

PWH.AX

-4.5%

PYC.AX

4.53%

QAN.AX

0.2%

QBE.AX

0.09%

QAL.AX

0.35%

QRI.AX

QUB.AX

0.2%

RMS.AX

0.31%

RHC.AX

-0.54%

REA.AX

0.08%

RDX.AX

1.65%

REH.AX

0.7%

RF1.AX

-0.27%

RPL.AX

7.39%

RG1.AX

-0.87%

RGN.AX

REG.AX

2.93%

RRL.AX

0.9%

RWC.AX

3.32%

RMD.AX

-1.3%

RSG.AX

-0.45%

SGLLV.AX

RIC.AX

RIO.AX

-0.31%

RXL.AX

1.09%

RFF.AX

RYM.AX

-3.63%

SFR.AX

0.05%

SMI.AX

-3.39%

STO.AX

0.81%

SCG.AX

-0.77%

SEK.AX

-0.58%

SHV.AX

1.79%

SRV.AX

-0.45%

SSM.AX

0.8%

SGH.AX

-1.48%

SHA.AX

-1.22%

SIG.AX

0.36%

SLX.AX

0.9%

SGM.AX

-1.24%

SDR.AX

-1.28%

SKS.AX

10.22%

SIQ.AX

1.73%

SHL.AX

-1.4%

S32.AX

-4.47%

SX2.AX

5.13%

SXE.AX

19.9%

SPK.AX

-2.5%

SRG.AX

0.52%

SBM.AX

4.31%

SMR.AX

-1.12%

SDF.AX

1.37%

SGP.AX

-2.52%

SNZ.AX

SUN.AX

-0.16%

SRL.AX

14.14%

SUL.AX

-0.16%

SLC.AX

-1.93%

SNL.AX

0.3%

SYL.AX

1.89%

TAH.AX

TEA.AX

-0.34%

TNE.AX

-1.98%

TLX.AX

0.44%

TLS.AX

0.39%

TPW.AX

3.91%

A2M.AX

-1.83%

TLC.AX

-1.42%

SGR.AX

-2%

TVN.AX

TWR.AX

-0.99%

TPG.AX

1.1%

TCL.AX

-1.82%

TWE.AX

-0.82%

TUA.AX

3.05%

TCG.AX

TRA.AX

UNI.AX

0.28%

VAU.AX

2.39%

VNT.AX

-1.05%

VCX.AX

0.39%

VGN.AX

-1.04%

VEA.AX

1.42%

VUL.AX

0.29%

VSL.AX

0.62%

VYS.AX

-1.89%

WA1.AX

-3.26%

WGN.AX

-0.66%

WAM.AX

WGB.AX

WLE.AX

SOL.AX

0.53%

WPR.AX

WQG.AX

-0.8%

WEB.AX

1.5%

WBT.AX

8.45%

WES.AX

-1.12%

WAF.AX

0.32%

WGX.AX

0.39%

WBC.AX

1.22%

WHF.AX

-0.22%

WHC.AX

1.18%

WIA.AX

3.06%

WC8.AX

-2.06%

WTN.AX

WTC.AX

-4.22%

WDS.AX

1.97%

WOW.AX

0.08%

WOR.AX

-1.15%

XRO.AX

-1.72%

YAL.AX

0.16%

ZIM.AX

-1.93%

ZIP.AX

1.77%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.52	0.04	0.03
SSO ASX Small Caps	16.27	0.02	0.12
IVV S&P 500	71.43	0.55	0.78
NDQ Nasdaq	63.80	0.82	1.3
F100 FTSE 100	15.04	-0.13	-0.86
ASIA Asia Tech	22.80	0.25	1.11
IEU Europe	103.64	-0.82	-0.78
IEM Emerging Markets	99.82	0.7	0.71
Gold Gold	55.99	0.32	0.57
ACDC Battery Tech	169.25	-0.58	-0.34

COMMODITIES	Close($)	-/+	%
Gold	4,339.51	33.675	0.78
Silver	70.08	0.0652	0.09
Platinum	1,811.70	44.45	2.52
Palladium	1,358.25	9.8534	0.73
Ice Brent Crude	80.08	-3.09	-3.72
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7072	0.0001	0.01
Euro	1.1612	0.0022	0.19
British Pound	1.3427	0.0015	0.11
Canadian Dollar	1.3984	-0.0005	-0.04
New Zealand Dollar	0.5839	0.0018	0.31
Chinese Yuan	6.7562	-0.0008	-0.01
Japanese Yen	160.4100	0.09	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.69	0%	107.58%	0.30 0.75
BGL	Bellevue Gold Ltd	1.56	2.3%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.19	0.02%	74.56%	35.52 65.50
FMG	Fortescue Ltd	20.54	-1.34%	32.36%	14.31 23.38
NHC	New Hope Corporation Ltd	5.59	0.54%	43.67%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.55	1.18%	49.56%	5.31 9.90
NEM	Newmont Cdi	150.16	2.02%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.64	2.38%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	20.88	0.05%	84.36%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SXE	Southern Cross E	4.82	19.9
DTR	Dateline Resourc	0.15	15.38
SRL	Sunrise Energy	16.87	14.14
A4N	Alpha Hpa	0.86	12.5
SKS	Sks Technologies	8.95	10.22
WBT	Weebit Nano	7.44	8.45
PDI	Predictive Disco	0.94	8.09
MGH	Maas Group Holdi	5.51	7.62
RPL	Regal Partners	2.76	7.39
CYL	Catalyst Metals	6.03	7.1

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	4.69	-13.79
KAR	Karoon Energy Lt	1.65	-11.56
LTR	Liontown	2.05	-8.48
CXO	Core Lithium	0.28	-8.33
AAI	Alcoa Corpor Cdi	89.77	-7.53
EBO	Ebos Group	16.36	-5.1
BRE	Brazilian Rare	5.24	-4.9
IEL	Idp Education	2.26	-4.64
BVS	Bravura Solution	2.07	-4.61
PWH	Pwr Holdings	8.28	-4.5

OPINION

Latest Market Matters Opinions

16/06/2026 16:56

Broker Moves

• Accent Group Raised to Positive at Evans & Partners Pty Ltd • DroneShield Rated New Speculative Buy at Canaccord; PT A$3.75 • Elsight Rated New Speculative Buy at Canaccord; PT A$10.90 • Transurban Cut to Neutral at Citi; PT A$15.80 • Accent Group Raised to Equal-Weight at Morgan Stanley • PYC Therapeutics Rated New Overweight at Cantor • Transurban Cut to Underweight at JPMorgan; PT A$13.75 • Wildcat Resources Rated New Speculative Buy at Bell Potter

16/06/2026 16:56

What Mattered Today

The ASX200 put on a fighting performance today, gapping down ~80pts on the open but recovering every last point of the deficit to finish mildly higher. The key news for the day was the Reserve Bank leaving the cash rate unchanged at 4.35%, pausing after three consecutive hikes this year.

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Market Matters Content

What Matters Today: SpaceX Disruption: Is the Market Right to Fear for Telcos?

Morning report 16/06/2026

Afternoon Report

The Match Out: ASX bounces back to close flat, RBA holds at 4.35%

Afternoon report 16/06/2026

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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