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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

-2.22%

ABG.AX

0.6%

AIS.AX

-0.98%

AGL.AX

-0.57%

A1M.AX

2.44%

AIZ.AX

-1.54%

AAI.AX

-1.08%

ALK.AX

A4N.AX

-4.65%

ALQ.AX

-0.73%

AMC.AX

-0.16%

AOV.AX

-1.27%

AMP.AX

-1.61%

ALD.AX

-0.05%

ASL.AX

0.41%

ANN.AX

-1.02%

ANZ.AX

-0.05%

APA.AX

-0.92%

ARU.AX

5.41%

ARB.AX

0.37%

ARF.AX

-1.28%

ARG.AX

-0.11%

ALL.AX

-0.61%

AYA.AX

-4.31%

APZ.AX

0.21%

ASX.AX

-0.16%

ALX.AX

-1.31%

AUB.AX

0.48%

AIA.AX

-0.57%

AXQ.AX

11.98%

AMI.AX

-1.09%

AZJ.AX

-0.53%

AUC.AX

-1.4%

ABB.AX

-0.24%

ASB.AX

2.08%

AAC.AX

ACL.AX

0.73%

AFI.AX

-0.29%

AUI.AX

0.67%

BOQ.AX

-0.75%

BMN.AX

0.69%

BAP.AX

-5.14%

BCI.AX

4.46%

BPT.AX

1.16%

BGA.AX

-0.49%

BGL.AX

-3.24%

BEN.AX

-1.22%

BNZ.AX

8.16%

BHP.AX

1.09%

BKI.AX

0.27%

BC8.AX

-8.04%

XYZ.AX

-1.83%

BSL.AX

1.59%

BOE.AX

2.68%

BXB.AX

0.36%

BVS.AX

-1.58%

BRE.AX

4.57%

BRG.AX

1.01%

BTR.AX

-1.71%

BGP.AX

BFL.AX

BWP.AX

0.27%

CMM.AX

-0.74%

CSC.AX

-0.6%

CAR.AX

-1.4%

CIN.AX

0.14%

CYL.AX

-4.07%

CAT.AX

-0.93%

CWP.AX

CNI.AX

3.23%

CIP.AX

0.68%

COF.AX

-0.57%

CGF.AX

-1.6%

CIA.AX

1.44%

CHC.AX

CLW.AX

CQR.AX

0.51%

CQE.AX

-0.42%

CNU.AX

-1.1%

C79.AX

0.87%

CVL.AX

-0.28%

CU6.AX

-0.44%

CWY.AX

CBO.AX

-0.67%

COH.AX

-1.65%

CDA.AX

-0.92%

CGS.AX

-2.91%

COL.AX

-0.46%

CKF.AX

-2.01%

CBA.AX

0.7%

CPU.AX

-0.7%

CEN.AX

0.14%

CXO.AX

-2.94%

CCP.AX

0.49%

CMW.AX

-1.32%

CSL.AX

-0.76%

CCL.AX

0.71%

DBI.AX

0.56%

DTL.AX

-2.36%

DYL.AX

0.3%

DRR.AX

1.19%

DVP.AX

-2.99%

DXS.AX

-0.86%

DXI.AX

DDR.AX

-0.41%

DGT.AX

-0.73%

DJW.AX

0.33%

DMP.AX

-1.46%

DOW.AX

1.41%

DPM.AX

-1.71%

DRO.AX

0.29%

DUR.AX

1.34%

DNL.AX

0.26%

APE.AX

0.66%

EBO.AX

EIQ.AX

ELD.AX

7.89%

EOS.AX

-1.58%

ELV.AX

-4.56%

ELS.AX

1.69%

EHL.AX

4.35%

EMR.AX

-1.81%

EDV.AX

-0.92%

EQR.AX

EQT.AX

1.15%

EUR.AX

-1.39%

EVN.AX

-1.39%

EVT.AX

-2.59%

FDC.AX

-1.02%

FCL.AX

2.24%

FFM.AX

-3.51%

FPH.AX

-0.8%

FPR.AX

-0.71%

FBU.AX

0.32%

FLT.AX

-0.78%

FML.AX

FRS.AX

-4.76%

FMG.AX

3.19%

FRW.AX

FGX.AX

0.37%

FGG.AX

GLN.AX

-3.66%

GLF.AX

1.31%

GDG.AX

5.99%

GNE.AX

-3.45%

GMD.AX

-0.85%

GNP.AX

-0.47%

GMG.AX

0.07%

GPT.AX

-0.65%

GQG.AX

0.82%

GNG.AX

-0.3%

GNC.AX

0.59%

GGP.AX

-1.54%

G6M.AX

-1.12%

GOZ.AX

0.98%

GCI.AX

-0.97%

GYG.AX

-3.24%

GWA.AX

HSN.AX

-3.44%

HVN.AX

HGH.AX

0.48%

HM1.AX

HLI.AX

HMC.AX

0.6%

HDN.AX

HUB.AX

-0.57%

IGO.AX

-0.84%

ILU.AX

1.76%

IMD.AX

0.58%

IMR.AX

-1.79%

IFT.AX

-0.17%

INA.AX

14.79%

ING.AX

-1.42%

IAG.AX

-0.37%

IDX.AX

0.87%

IPG.AX

1.15%

IPX.AX

5.41%

IPH.AX

IRE.AX

-0.53%

JHX.AX

1.7%

JBH.AX

0.43%

JDO.AX

1.42%

KAR.AX

2.31%

KLS.AX

-0.24%

KCN.AX

-0.9%

KKC.AX

-0.47%

GLS.AX

L1G.AX

-2.48%

LSF.AX

1.22%

LGF.AX

-1.32%

LRV.AX

6.7%

LFS.AX

1.08%

LLC.AX

0.69%

LFG.AX

360.AX

-3.47%

LIC.AX

0.99%

LNW.AX

-1.83%

LIN.AX

-0.75%

LTR.AX

-3.27%

LOV.AX

2.25%

LYL.AX

-1.06%

LYC.AX

1.96%

MA1.AX

-0.51%

MAF.AX

0.75%

MGH.AX

3.09%

MAH.AX

-2.05%

MQG.AX

-0.81%

MAQ.AX

-0.68%

MAD.AX

0.81%

MFG.AX

0.69%

MMS.AX

-0.15%

MM8.AX

MPL.AX

MP1.AX

0.82%

MCY.AX

-1.65%

MEZ.AX

0.69%

MSB.AX

-6.3%

MLX.AX

-0.81%

MTS.AX

-0.67%

MEI.AX

-2.5%

MOT.AX

-1.27%

MXT.AX

-1.72%

MFF.AX

MIN.AX

0.99%

MI6.AX

2.45%

MIR.AX

-0.79%

MGR.AX

0.54%

MND.AX

2.08%

MYS.AX

-0.4%

NAN.AX

-1.45%

NAB.AX

0.48%

NGI.AX

0.42%

NWL.AX

0.34%

NEU.AX

0.64%

NHC.AX

4.1%

NMG.AX

-1.23%

NEM.AX

-2.31%

NWS.AX

-2.21%

NXG.AX

1.02%

NXT.AX

-0.86%

NHF.AX

-0.75%

NCK.AX

2.05%

NIC.AX

-0.6%

NEC.AX

-2.73%

NST.AX

0.52%

NWH.AX

0.92%

NUF.AX

1.25%

NXL.AX

-3.5%

OCL.AX

-2.74%

OML.AX

OPH.AX

2.07%

OBM.AX

-2.2%

ORI.AX

1.86%

ORG.AX

-1.15%

ORA.AX

0.33%

PDN.AX

0.09%

PNR.AX

-5.88%

PPC.AX

-7.37%

PPM.AX

1.54%

PRN.AX

0.44%

PPT.AX

1.2%

PCI.AX

PRU.AX

-1.48%

PXA.AX

1.62%

PNI.AX

4.91%

PL8.AX

0.35%

PLS.AX

-3.14%

PGF.AX

1.54%

PNV.AX

0.97%

PDI.AX

-3.21%

PMV.AX

1.21%

PME.AX

-3.07%

PWH.AX

-0.09%

PYC.AX

0.8%

QAN.AX

-0.75%

QBE.AX

-0.22%

QAL.AX

-0.37%

QRI.AX

-1.29%

RMS.AX

-1.01%

RHC.AX

1.78%

REA.AX

-2.41%

RDX.AX

2.35%

REH.AX

2.53%

RF1.AX

0.56%

RPL.AX

-0.41%

RG1.AX

-0.76%

RGN.AX

-0.44%

REG.AX

3.08%

RRL.AX

-1.89%

RWC.AX

0.96%

RMD.AX

-0.92%

RSG.AX

-3.39%

SGLLV.AX

-0.86%

RIC.AX

RIO.AX

0.83%

RXL.AX

0.8%

RFF.AX

1.27%

RYM.AX

0.3%

SFR.AX

-0.53%

SMI.AX

-0.96%

STO.AX

1.71%

SCG.AX

SEK.AX

-1.01%

SHV.AX

0.2%

SRV.AX

-1.44%

SSM.AX

0.83%

SGH.AX

1.51%

SHA.AX

0.26%

SIG.AX

-0.37%

SLX.AX

3.41%

SGM.AX

0.28%

SDR.AX

-1.69%

SKS.AX

3.61%

SKC.AX

0.92%

SIQ.AX

-0.61%

SHL.AX

0.15%

S32.AX

-0.96%

SX2.AX

-1.47%

SXE.AX

2.88%

SPK.AX

0.28%

SRG.AX

2.09%

SBM.AX

SMR.AX

3.3%

SDF.AX

0.35%

SGP.AX

-0.23%

SKG.AX

2.7%

SNZ.AX

-3.95%

SUN.AX

-1.34%

SRL.AX

4.92%

SUL.AX

-4.17%

SLC.AX

-2.14%

SNL.AX

-0.31%

SYL.AX

TAH.AX

1.13%

TEA.AX

-0.2%

TNE.AX

-3.89%

TLX.AX

-1.34%

TLS.AX

-0.21%

TPW.AX

1.03%

A2M.AX

1.67%

TLC.AX

0.2%

SGR.AX

3.33%

THL.AX

-1.28%

TWR.AX

0.32%

TPG.AX

1.04%

TCL.AX

-0.15%

TWE.AX

0.72%

TUA.AX

-1.86%

TCG.AX

-1.19%

TRA.AX

USL.AX

-2.94%

UNI.AX

1.04%

VAU.AX

-1.33%

VNT.AX

2.32%

VCX.AX

-2.76%

VGN.AX

0.7%

VMM.AX

-6.1%

VGL.AX

-1.79%

VEA.AX

0.69%

VUL.AX

-0.38%

VSL.AX

-3.93%

VYS.AX

1.51%

WA1.AX

-1.24%

WGN.AX

WAM.AX

WGB.AX

0.49%

WLE.AX

0.38%

SOL.AX

0.52%

WPR.AX

-0.85%

WQG.AX

WEB.AX

WBT.AX

0.85%

WES.AX

-0.55%

WAF.AX

-1.56%

WGX.AX

-0.46%

WBC.AX

0.17%

WHF.AX

-0.21%

WHC.AX

7.03%

WIA.AX

-4.04%

WC8.AX

WTC.AX

-3.79%

WDS.AX

1.57%

WOW.AX

-1.24%

WOR.AX

2.76%

XRO.AX

-3.94%

YAL.AX

3.92%

ZIM.AX

0.58%

ZIP.AX

-2.46%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.74	0.13	0.09
SSO ASX Small Caps	14.89	0.03	0.2
IVV S&P 500	71.22	-0.39	-0.54
NDQ Nasdaq	59.70	0.02	0.03
F100 FTSE 100	15.23	0	0
ASIA Asia Tech	20.77	0.58	2.87
IEU Europe	97.47	-0.15	-0.15
IEM Emerging Markets	96.31	1.46	1.54
Gold Gold	55.66	-1.06	-1.87
ACDC Battery Tech	124.74	0.74	0.6

COMMODITIES	Close($)	-/+	%
Gold	4,396.59	-31.1029	-0.7
Silver	65.71	-0.4797	-0.72
Platinum	1,807.15	-13.355	-0.73
Palladium	1,396.00	9.1573	0.66
Ice Brent Crude	95.85	0.33	0.35
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7215	0.0013	0.18
Euro	1.1616	0.0003	0.03
British Pound	1.3528	0.0007	0.05
Canadian Dollar	1.3830	-0.0007	-0.05
New Zealand Dollar	0.5878	-0.0002	-0.03
Chinese Yuan	6.7103	-0.0005	-0.01
Japanese Yen	155.6500	-0.56	-0.36

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.84	2.44%	152.31%	0.32 0.89
BGL	Bellevue Gold Limited	1.65	-3.24%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	62.93	1.09%	48.28%	39.30 68.77
FMG	Fortescue Ltd	17.77	3.19%	-7.72%	16.57 23.38
NHC	New Hope Corporation Ltd	6.35	4.1%	37.39%	3.77 6.24
WHC	Whitehaven Coal Limited	8.98	7.03%	30.28%	5.94 9.90
NEM	Newmont Cdi	174.19	-2.31%	0.00%	114.62 190.91
NXG	Nexgen Ene Cdi	14.84	1.02%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.47	-0.53%	83.81%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
INA	Ingenia Communit	4.19	14.79
AXQ	Aura Consolidate	3.74	11.98
BNZ	Benz Mining-cdi	4.11	8.16
ELD	Elders	6.70	7.89
WHC	Whitehaven Coal	8.98	7.03
LRV	Larvotto Resourc	1.12	6.7
GDG	Generation Devel	3.36	5.99
ARU	Arafura Rare Ear	0.20	5.41
IPX	Iperionx	3.12	5.41
SRL	Sunrise Energy	16.00	4.92

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BC8	Black Cat Syndic	1.03	-8.04
PPC	Peet	1.76	-7.37
MSB	Mesoblast	2.23	-6.3
VMM	Viridis Mining	3.54	-6.1
PNR	Pantoro Gold	2.72	-5.88
BAP	Bapcor	0.83	-5.14
FRS	Forrestania Res	0.40	-4.76
A4N	Alpha Hpa	0.62	-4.65
ELV	Elevra Lithium	7.53	-4.56
AYA	Artrya	4.00	-4.31

OPINION

Latest Market Matters Opinions

07/09/2026 16:42

Broker Moves

• Paladin Energy Cut to Sell at Ord Minnett; PT A$9 • Sims Cut to Underweight at Morgan Stanley; PT A$22 • Domino's Pizza Enterprises Cut to Underperform at Macquarie • Guzman y Gomez Cut to Neutral at Macquarie; PT A$28.90 • Wesfarmers Raised to Outperform at Macquarie; PT A$85 • Solstice Minerals Rated New Speculative Buy at Bell Potter • Whitehaven Raised to Overweight at JPMorgan; PT A$9.30 • Regis Resources Raised to Neutral at UBS; PT A$8.90 • Alkane Raised to Buy at UBS; PT A$2.35 • Northern Star Raised to Buy at UBS; PT A$29.40 • CSL Rated New Overweight at JPMorgan; PT A$197 • Storage King Group Raised to Buy at Citi; PT A$1.40

07/09/2026 16:42

What Mattered Today

The ASX 200 started the week slowly, with the U.S session on Friday night largely in the rearview mirror, and closed for tonight, there was little in the tank to drive a move either way as strength across Energy, Materials and the banks was cancelled out by weakness in Technology. The market remains firmly in post-reporting-season mode, with attention shifting back to oil, bond yields and central-bank policy to determine the next move.

ACTION

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Market Matters Content

Macro Monday: Central banks look poised to rein in stocks over the coming weeks/months

Morning report 07/09/2026

Afternoon Report

The Match Out: ASX flat as tech weakness persists; Ingenia rejects Warburg Pincus bid and coal stocks fire up

Afternoon report 07/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

I note in an earlier article (29/22/2024) that there was some interest in pursuing a class action against AAIG with regards to their advertised IPO. It seems that I too was also stooged and am now seeking options to recover my investment. Is there a mailing list or forum through which I can make contact with investors in the same position as myself to ascertain where I stand and what options are available to me.

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Is MM planning on holding the Bank Hybrids you have in the Income Portfolio to the redemption date? I have several Bank Hybrids in my super and my stockbroker is suggesting I should consider selling them while they are above par and put the money into other fixed interest assets like corporate bonds. When and where will you move your Bank Hybrid money to?

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Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

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Latest View Points

WBC

IGL

BVS

CRM US

TLS

XRO

BTU US

YAL

NHC

WHC

LTR

VAU

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why is Whitehaven Coal (ASX: WHC) up ~6%?

Australia's largest listed pure coal stock Whitehaven (WHC) has surged more than 6% this morning following an upgrade by JP Morgan with a $9.30 Price Target,

ASX:WHC 03/09/2026

Why has Corporate Travel (ASX: CTD) plunged ~80%?

Corporate Travel (CTD) has recommenced trading after more than12-months of "wait & see" for investors with the news not good.

ASX:CTD 03/09/2026

Morning Report

Macro Monday: Central banks look poised to rein in stocks over the coming weeks/months

Morning report 07/09/2026

Afternoon Report

The Match Out: ASX flat as tech weakness persists; Ingenia rejects Warburg Pincus bid and coal stocks fire up

Afternoon report 07/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Latest View Points

WBC

IGL

BVS

CRM US

TLS

XRO

BTU US

YAL

NHC

WHC

LTR

VAU

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why is Whitehaven Coal (ASX: WHC) up ~6%?

Australia's largest listed pure coal stock Whitehaven (WHC) has surged more than 6% this morning following an upgrade by JP Morgan with a $9.30 Price Target,

ASX:WHC 03/09/2026

Why has Corporate Travel (ASX: CTD) plunged ~80%?

Corporate Travel (CTD) has recommenced trading after more than12-months of "wait & see" for investors with the news not good.

ASX:CTD 03/09/2026

Opinion + Action