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ANALYSIS

Market Analysis

4DX.AX

12.15%

ABG.AX

-0.79%

AIS.AX

12%

AGL.AX

0.06%

A1M.AX

5.47%

AIZ.AX

-1.41%

AAI.AX

4.81%

ALK.AX

1.52%

A4N.AX

3.16%

ALQ.AX

1.19%

AMC.AX

-1.45%

AOV.AX

-1.4%

AMP.AX

0.47%

ALD.AX

0.53%

ANN.AX

-0.33%

ANZ.AX

-0.45%

APA.AX

0.34%

ARU.AX

2.86%

ARB.AX

0.53%

ARF.AX

-0.31%

ARG.AX

0.33%

ALL.AX

-1.63%

AYA.AX

1.5%

APZ.AX

2%

ASX.AX

-0.63%

ALX.AX

-0.59%

AUB.AX

-3.25%

AIA.AX

-0.14%

AXQ.AX

6.31%

AMI.AX

2.38%

AZJ.AX

-0.94%

ABB.AX

-0.63%

ASB.AX

1.56%

AAC.AX

-1.46%

AEF.AX

1.6%

AFI.AX

-0.65%

AUI.AX

0%

BOQ.AX

0.38%

BMN.AX

4.7%

BCI.AX

1.18%

BPT.AX

-0.82%

BGA.AX

-0.81%

BGL.AX

4.15%

BEN.AX

0.97%

BNZ.AX

5.54%

BHP.AX

1.59%

BKI.AX

1.33%

BC8.AX

5.88%

XYZ.AX

0.76%

BSL.AX

2.21%

BOE.AX

2.53%

BXB.AX

-1.84%

BVS.AX

1.19%

BRE.AX

7.1%

BRG.AX

0%

BGP.AX

0%

BFL.AX

0%

BWP.AX

-0.77%

CMM.AX

0.35%

CSC.AX

7.47%

CAR.AX

-1.51%

CIN.AX

0.03%

CYL.AX

-1.55%

CAT.AX

0.76%

CWP.AX

1.15%

CNI.AX

-1.01%

CIP.AX

-0.66%

COF.AX

-0.55%

CGF.AX

1.65%

CIA.AX

-4.97%

CHC.AX

0.62%

CLW.AX

0.4%

CQR.AX

0.12%

CQE.AX

-0.39%

CNU.AX

-1.06%

C79.AX

4.7%

CVL.AX

0.59%

CU6.AX

13.81%

CWY.AX

-0.64%

CBO.AX

0%

COH.AX

-1.79%

CDA.AX

3.04%

COL.AX

-0.7%

CKF.AX

1.48%

CBA.AX

-0.17%

CPU.AX

0.32%

CEN.AX

1.32%

CXO.AX

6.67%

CCP.AX

0.95%

CMW.AX

-0.57%

CSL.AX

-3.87%

CCL.AX

0.5%

DBI.AX

0%

DTL.AX

0.36%

DYL.AX

5.97%

DRR.AX

1.16%

DVP.AX

5.39%

DXS.AX

0.84%

DXI.AX

-0.4%

DDR.AX

0.52%

DGT.AX

1.2%

DJW.AX

0.34%

DMP.AX

-4.98%

DOW.AX

-0.45%

DPM.AX

7.8%

DRO.AX

-4.38%

DUR.AX

2.93%

DNL.AX

0.27%

APE.AX

-1.45%

EBO.AX

0.16%

EIQ.AX

6.35%

ELD.AX

0.09%

EOS.AX

10.25%

ELV.AX

4.83%

ELS.AX

3.15%

EHL.AX

1.04%

EMR.AX

4.51%

EDV.AX

1.16%

EQR.AX

3%

EVN.AX

2.03%

EVT.AX

1.1%

FDC.AX

-0.59%

FCL.AX

5.87%

FFM.AX

9.13%

FPH.AX

-0.47%

FPR.AX

-0.35%

FBU.AX

-2.41%

FLT.AX

0.54%

FML.AX

-2.17%

FRS.AX

1.54%

FMG.AX

-2.17%

FRW.AX

0%

FGX.AX

1.5%

FGG.AX

-0.3%

GLF.AX

2.67%

GDG.AX

0.98%

GNE.AX

-1.82%

GMD.AX

1.59%

GNP.AX

4.92%

GMG.AX

2.34%

GPT.AX

-0.68%

GQG.AX

-0.37%

GNG.AX

3.82%

GNC.AX

-1.06%

GGP.AX

2.5%

G6M.AX

-1.75%

GOZ.AX

0.45%

GCI.AX

0.49%

GYG.AX

-0.99%

GWA.AX

-0.63%

HSN.AX

0.12%

HVN.AX

-1.01%

HGH.AX

0.24%

HM1.AX

1.05%

HLI.AX

-2.14%

HMC.AX

2.47%

HDN.AX

0%

HUB.AX

0.29%

IEL.AX

1.3%

IGO.AX

2%

ILU.AX

6.07%

IMD.AX

2.62%

IMR.AX

-1.19%

IFT.AX

-0.97%

INA.AX

1.62%

ING.AX

-1.1%

IAG.AX

-2.15%

IDX.AX

0.96%

IPG.AX

3.19%

IPX.AX

7.24%

IPH.AX

1.21%

IRE.AX

0.15%

JHX.AX

-0.17%

JBH.AX

1.4%

JDO.AX

0.52%

JMS.AX

0%

KAR.AX

-1.42%

KLS.AX

-0.23%

KCN.AX

7.07%

KKC.AX

-0.24%

GLS.AX

2.99%

LGF.AX

0.51%

L1G.AX

0.48%

LSF.AX

1.78%

LRV.AX

2.76%

LFS.AX

0%

LLC.AX

2.35%

LFG.AX

-0.3%

360.AX

-1.19%

LIC.AX

2.62%

LNW.AX

1.08%

LIN.AX

7.29%

LTR.AX

-2.03%

LOV.AX

0.44%

LYL.AX

2.6%

LYC.AX

2.5%

MA1.AX

-0.25%

MAF.AX

1.96%

MGH.AX

-0.2%

MAH.AX

3.02%

MQG.AX

1.47%

MAQ.AX

1.01%

MAD.AX

-0.29%

MFG.AX

1.64%

MMS.AX

-1.22%

MPL.AX

-0.48%

MP1.AX

11.34%

MCY.AX

1.82%

MEZ.AX

3.93%

MSB.AX

0.98%

MLX.AX

2.93%

MTS.AX

-1.61%

MEI.AX

2.78%

MOT.AX

-0.77%

MXT.AX

0%

MFF.AX

0.97%

MIN.AX

0.83%

MI6.AX

-0.42%

MIR.AX

-1.18%

MGR.AX

0.42%

MND.AX

2.56%

MYS.AX

-0.41%

NAN.AX

0%

NAB.AX

-0.31%

NGI.AX

0.87%

NWL.AX

0.12%

NEU.AX

2.8%

NHC.AX

-3.27%

NEM.AX

3.31%

NWS.AX

-2.9%

NXG.AX

5.16%

NXT.AX

4.96%

NHF.AX

-0.86%

NCK.AX

-0.69%

NIC.AX

3.16%

NEC.AX

-1.28%

NST.AX

0.05%

NWH.AX

1.38%

NUF.AX

2.03%

OCL.AX

0%

OML.AX

0.49%

OPH.AX

2.41%

OBM.AX

7.86%

ORI.AX

0.73%

ORG.AX

0.52%

ORA.AX

0.17%

PDN.AX

5.68%

PNR.AX

2.02%

PPC.AX

-1.93%

PPM.AX

5.72%

PRN.AX

3.88%

PPT.AX

0.96%

PCI.AX

-0.45%

PRU.AX

0.93%

PXA.AX

2.69%

PNI.AX

6.01%

PL8.AX

0.35%

PLS.AX

-1.78%

PGF.AX

1.52%

PNV.AX

2.96%

PDI.AX

6.3%

PMV.AX

-2.71%

PME.AX

0.53%

PWH.AX

1.95%

PYC.AX

1.49%

QAN.AX

-1.34%

QBE.AX

-2.35%

QAL.AX

2.68%

QRI.AX

0%

RMS.AX

0.65%

RHC.AX

-0.17%

REA.AX

-3.05%

RDX.AX

0.54%

REH.AX

-0.12%

RF1.AX

0.57%

RPL.AX

2.97%

RG1.AX

1.99%

RGN.AX

0%

REG.AX

0.16%

RRL.AX

2.45%

RWC.AX

0.71%

RMD.AX

-1.67%

RSG.AX

3.06%

SGLLV.AX

-0.14%

RIC.AX

0.89%

RIO.AX

0.92%

RXL.AX

4.11%

RFF.AX

-1.58%

RYM.AX

-4.74%

SFR.AX

3.03%

STO.AX

-0.7%

SCG.AX

0.13%

SEK.AX

-1.01%

SHV.AX

-1.05%

SRV.AX

-2.12%

SSM.AX

0.41%

SGH.AX

1.05%

SHA.AX

-0.63%

SIG.AX

-0.84%

SLX.AX

7.66%

SGM.AX

0.92%

SDR.AX

1.21%

SKS.AX

7.94%

SKC.AX

0%

SIQ.AX

-0.35%

SHL.AX

-2.8%

S32.AX

0.66%

SX2.AX

3.77%

SXE.AX

8.48%

SPK.AX

-2.26%

SRG.AX

3.38%

SBM.AX

4.02%

SMR.AX

-3.32%

SDF.AX

-1.93%

SGP.AX

-0.81%

SKG.AX

-1.16%

SNZ.AX

0%

SUN.AX

-1.47%

SRL.AX

4.23%

SUL.AX

-1.85%

SLC.AX

1.43%

SNL.AX

-0.19%

SYL.AX

1.11%

TAH.AX

0.28%

TEA.AX

4.47%

TNE.AX

-0.95%

TLX.AX

1.39%

TLS.AX

-0.3%

TPW.AX

0.82%

A2M.AX

-1.98%

TLC.AX

-0.44%

SGR.AX

3.7%

TVN.AX

4%

THL.AX

2.14%

TWR.AX

0%

TPG.AX

-1.25%

TCL.AX

-0.2%

TWE.AX

-0.1%

TUA.AX

0.23%

TCG.AX

2.97%

TRA.AX

0%

UNI.AX

-2.17%

VAU.AX

2.13%

VNT.AX

0.61%

VCX.AX

0%

VGN.AX

0.36%

VGL.AX

4.48%

VEA.AX

1.08%

VUL.AX

3.02%

VSL.AX

0.38%

VYS.AX

0.89%

WA1.AX

5.69%

WGN.AX

5.76%

WAM.AX

0.64%

WGB.AX

-1.35%

WLE.AX

-0.71%

SOL.AX

0.57%

WPR.AX

0.2%

WQG.AX

0.5%

WEB.AX

3.02%

WBT.AX

4.37%

WES.AX

-0.01%

WAF.AX

5.93%

WGX.AX

3.61%

WBC.AX

-0.18%

WHF.AX

-0.21%

WHC.AX

-3.13%

WIA.AX

0.58%

WTC.AX

-5.25%

WDS.AX

-0.73%

WOW.AX

-1.69%

WOR.AX

-0.38%

XRO.AX

-2.1%

YAL.AX

-2.55%

ZIM.AX

3.78%

ZIP.AX

8.05%

POPULAR ETFs Close($) +/- %
A200

ASX 200

149.77

0.28

0.19

SSO

ASX Small Caps

14.13

0.1

0.71

IVV

S&P 500

70.80

0.6

0.85

NDQ

Nasdaq

58.87

1.7

2.97

F100

FTSE 100

15.56

0.13

0.84

ASIA

Asia Tech

19.70

1.88

10.55

IEU

Europe

99.74

0.96

0.97

IEM

Emerging Markets

93.58

5.16

5.84

Gold

Gold

53.05

-0.01

-0.02

ACDC

Battery Tech

123.91

6.21

5.28

COMMODITIES Close($) -/+ %
Gold

4,080.78

-21.6121

-0.53

Silver

58.50

-0.485

-0.82

Platinum

1,637.93

-22.2492

-1.34

Palladium

1,301.52

-2.8801

-0.22

Ice Brent Crude

89.45

-1.29

-1.42

CURRENCIES Close($) -/+ %
Australian Dollar

0.7032

0.0007

0.1

Euro

1.1514

-0.0013

-0.11

British Pound

1.3452

-0.0012

-0.09

Canadian Dollar

1.4014

0.0004

0.03

New Zealand Dollar

0.5869

-0.0009

-0.15

Chinese Yuan

6.7467

-0.0083

-0.12

Japanese Yen

160.3800

0.87

0.55

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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

0.72

5.11%

117.46%

0.30

0.85

BGL  

Bellevue Gold Ltd

1.26

4.36%

0.00%

0.78

2.00

BHP  

Bhp Group Ltd

60.12

1.64%

47.07%

39.18

65.98

FMG  

Fortescue Ltd

18.47

-2.07%

3.68%

17.73

23.38

NHC  

New Hope Corporation Ltd

5.18

-3.27%

26.48%

3.77

6.17

WHC  

Whitehaven Coal Ltd

6.97

-2.99%

8.13%

5.94

9.90

NEM  

Newmont Cdi

134.79

3.33%

0.00%

95.05

190.91

NXG  

Nexgen Ene Cdi

13.23

5.04%

0.00%

9.98

20.47

SFR  

Sandfire Resources Ltd

19.05

2.92%

66.61%

10.61

21.75

10 Top Gainers | <$500m

Code Company Last($) % Chg
CU6

Clarity Pharmace

2.39

13.81

4DX

4dmedical

3.60

12.15

AIS

Aeris Resources

0.42

12

MP1

Megaport

18.07

11.34

EOS

Electro Optic Sy

6.73

10.25

FFM

Firefly Metals

1.76

9.13

SXE

Southern Cross E

4.35

8.48

ZIP

Zip Co

2.55

8.05

SKS

Sks Technologies

7.48

7.94

OBM

Ora Banda Mining

1.13

7.86

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
WTC

Wisetech Global

35.90

-5.25

DMP

Domino's Pizza E

18.62

-4.98

CIA

Champion Iron

3.44

-4.97

RYM

Ryman Healthcare

1.81

-4.74

DRO

Droneshield

1.69

-4.38

CSL

Csl

122.98

-3.87

SMR

Stanmore Resourc

2.33

-3.32

NHC

New Hope Corpora

5.18

-3.27

AUB

Aub Group

27.69

-3.25

WHC

Whitehaven Coal

6.96

-3.13

OPINION

Latest Market Matters Opinions

First Up

 The ASX200 retreated 0.8% on the penultimate day of July, closing well below the psychological 9000 level following the heavy losses on Wall Street. It felt like a tough day at the office with 80% of the main board closing lower, but considering the steep 1100-point drop by the Dow, it was another resilient performance by the local index, albeit one that couldn’t manage to close in positive territory.

Read more

Dow Jones Index

The Dow recovered over half of Thursdays decline overnight as Microsoft surged +15.5% after strong Azure cloud growth reinforced confidence that AI infrastructure spending is yielding results, sparking a broad rebound across semiconductor stocks. The iShares Semiconductor ETF (SOXX) climbed more than +8%, with Micron Technology jumping +18% and AMD rising more than +13%, while South Korean memory giant SK Hynix rallied over +17%. The move reignited the momentum trade, with the iShares MSCI USA Momentum Factor ETF (MTUM) gaining more than +5% as investors rotated back into AI-linked names.

Read more
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