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ANALYSIS

Market Analysis

360 0.89%
4DX 0.44%
A1M 5.16%
A2M 0.21%
A4N -1.35%
AAC 1.89%
AAI 4.50%
ABB -0.22%
ABG -1.15%
ACL 0.15%
AEF -2.41%
AEL 1.27%
AGL -0.28%
AIA 0.14%
AIS 5.41%
AIZ 0.82%
ALD 0.08%
ALK 3.91%
ALL -1.32%
ALQ -2.19%
ALX -0.27%
AMC 0.14%
AMI 3.13%
AMP -0.68%
ANN 0.05%
ANZ -3.99%
AOV -2.44%
APA -0.40%
APE -3.27%
APZ -2.08%
ARB -2.32%
ARF -1.06%
ARU 3.45%
ASB 1.07%
ASX 0.17%
ATM -2.62%
AUB 0.10%
AUC 3.28%
AVH 6.59%
AVR -0.85%
AXQ 0.29%
AYA -1.14%
AZJ 0.00%
BAP 2.05%
BCI 4.67%
BEN -1.75%
BFL -1.27%
BGA -0.78%
BGL 2.13%
BGP 0.00%
BHP 2.12%
BJY -0.12%
BMC 1.86%
BMN 7.59%
BNZ 6.34%
BOE 9.82%
BOQ -1.43%
BPT 0.00%
BRE 10.32%
BRG 0.03%
BSL 1.08%
BTR 7.32%
BVS -0.74%
BWP -1.22%
BXB -1.69%
C79 -3.23%
CAR -0.27%
CAT 2.17%
CBA -1.18%
CBO 1.30%
CCL -0.59%
CCP -0.83%
CDA 1.56%
CEN -1.99%
CGF -0.37%
CGS -0.30%
CHC -1.44%
CHI 0.00%
CIA 1.94%
CIP -1.68%
CKF -1.29%
CLW -1.83%
CMM 2.51%
CMW -0.68%
CNI -2.05%
CNU -1.20%
COF -1.38%
COH -2.78%
COL -0.22%
CPU 0.13%
CQE -0.57%
CQR -2.41%
CSC 3.44%
CSL -0.32%
CTD 0.00%
CU6 5.02%
CVL -0.76%
CWP -0.55%
CWY 0.00%
CXO 7.61%
CYL 7.60%
DBI -0.36%
DDR -0.50%
DGT 0.41%
DMP -0.27%
DNL -8.64%
DOW -2.82%
DPM 4.63%
DRO -2.75%
DRR 0.90%
DTL 0.14%
DUR 1.86%
DVP 3.66%
DXI -0.61%
DXS -2.07%
DYL 9.93%
EBO -1.04%
EDV -0.42%
EF2 3.37%
EHL -1.16%
ELD -0.55%
ELV 5.99%
EMR 2.64%
EOL -0.14%
EOS 2.85%
EQR 8.93%
EQT -0.61%
ERA 0.00%
EUR 6.85%
EVN 1.94%
EVT -0.32%
FBU 1.03%
FCL 4.39%
FDC -0.29%
FFM 5.87%
FLT -0.45%
FMG 1.65%
FML 3.91%
FPH -1.40%
FPR 0.00%
FRS 0.00%
FRW -0.10%
G6M 0.40%
GDG -1.25%
GGP 3.58%
GLC 2.74%
GLF -1.75%
GMD 4.55%
GMG -1.33%
GNC -0.15%
GNE 2.10%
GNG 3.85%
GNP 2.05%
GOZ -1.67%
GPT -3.09%
GQG 0.53%
GWA -1.18%
GYG -0.61%
HDN -1.06%
HGH 1.50%
HLI -1.90%
HMC -0.60%
HSN -1.11%
HUB -0.49%
HVN -0.22%
IDX 0.57%
IEL 1.82%
IFT 0.33%
IGO 2.62%
ILU 3.88%
IMD 1.88%
IMR 0.39%
INA 0.00%
ING 0.00%
IPG 2.33%
IPH -0.13%
IPX 3.25%
IRE -0.35%
JBH -0.32%
JDO -2.94%
JHX 6.73%
KAR -0.16%
KCN 4.74%
KLS 0.00%
KOA 0.37%
L1G 1.61%
LFG -2.09%
LFS 0.00%
LIC -0.81%
LIN 2.67%
LLC -5.43%
LNW -0.71%
LOV -2.49%
LTR 3.49%
LYC 4.71%
LYL 0.51%
MAD -0.36%
MAF -2.70%
MAH 1.61%
MAQ 0.44%
MC2 2.29%
MCY 0.76%
MEI 4.35%
MEZ 2.26%
MGH 3.85%
MGR -3.06%
MI6 7.33%
MIN 5.00%
MLX 5.43%
MMS -0.53%
MND -0.81%
MP1 1.93%
MPL -0.48%
MQG -2.17%
MSB 2.22%
MTS 0.30%
MYS -1.20%
NAB -1.15%
NAN 1.04%
NCK -2.39%
NEC 1.23%
NEM 3.92%
NEU 3.23%
NGI -0.74%
NHC 1.90%
NHF -0.59%
NIC 2.97%
NMG 5.26%
NST 0.31%
NUF 1.19%
NWH 1.81%
NWL -0.41%
NWS -1.79%
NWSLV 0.00%
NXG 6.49%
NXL 0.79%
NXT 0.05%
OBL -2.05%
OBM 4.51%
OCL 0.15%
OML 0.00%
ORA 0.00%
ORE 0.34%
ORG 0.66%
ORI -2.22%
PAF 4.81%
PDI 4.22%
PDN 10.05%
PLS 4.95%
PME -0.17%
PMT 4.55%
PMV -0.46%
PNI -1.26%
PNR 4.74%
PNV 2.25%
PPC -2.00%
PPM 0.85%
PPT -0.34%
PRN 1.98%
PRU 2.31%
PWH 0.09%
PXA 0.27%
PYC 2.26%
QAL 1.09%
QAN -1.80%
QBE -1.93%
RDX -0.30%
REA -1.20%
REG 1.10%
REH 0.14%
RFF -1.02%
RGN -1.90%
RHC -0.59%
RIC -1.49%
RIO 1.08%
RMD -1.78%
RMS 3.68%
RPL 0.46%
RRL 1.58%
RSG 2.87%
RWC 0.66%
RXL 4.55%
RYM 0.70%
S32 3.94%
SBM 2.03%
SCG -5.26%
SDF -0.09%
SDR 1.32%
SEK -2.27%
SFR 4.55%
SGH 0.78%
SGLLV -3.02%
SGM 1.98%
SGP -2.28%
SGR 4.84%
SHA -0.15%
SHL -0.37%
SHV -0.62%
SIG 0.18%
SIQ 1.35%
SKC -3.51%
SKG -1.95%
SKS 4.76%
SLC -1.42%
SLX 8.75%
SMR 3.64%
SNL 0.07%
SNZ -0.40%
SOL -0.74%
SPK 0.59%
SRG 0.30%
SRL 8.46%
SRV 1.09%
SSM -1.35%
STO 0.99%
SUL -1.82%
SUN -0.39%
SX2 4.19%
SXE 2.41%
SYL 0.75%
TAH -0.82%
TBN 5.00%
TCG 4.17%
TCL 0.51%
TEA 1.40%
THL 0.00%
TLC -0.46%
TLS -0.98%
TLX 1.94%
TNE -0.75%
TPG -1.95%
TPW -0.74%
TRA 0.00%
TUA 0.34%
TWE 0.79%
TWR -0.59%
UNI -1.38%
UOS 0.00%
VAU 4.37%
VCX -2.63%
VEA 0.38%
VGL -2.22%
VGN -2.63%
VMM -1.22%
VNT -15.71%
VSL 0.35%
VUL 4.48%
WA1 6.66%
WAF 3.77%
WBC -1.36%
WBT 3.27%
WDS 0.13%
WEB 0.65%
WES -1.21%
WGN 1.28%
WGX 1.97%
WHC 2.98%
WIA 1.95%
WOR -1.68%
WOW -0.59%
WPR -2.15%
WTC 0.00%
XRO -0.36%
XYZ 1.46%
YAL 3.43%
ZIM 0.00%
ZIP 0.74%
POPULAR ETFs Close($) +/- %
A200

ASX 200

150.16 -0.45 -0.30
SSO

ASX Small Caps

13.78 -0.28 -1.99
IVV

S&P 500

71.34 0.38 0.54
NDQ

Nasdaq

56.84 0.14 0.25
F100

FTSE 100

15.52 -0.06 -0.39
ASIA

Asia Tech

17.60 0.42 2.44
IEU

Europe

97.90 -0.15 -0.15
IEM

Emerging Markets

87.94 1.24 1.43
Gold

Gold

54.52 0.92 1.72
ACDC

Battery Tech

98.96 2.24 2.32
COMMODITIES Close($) -/+ %

Commodity and currency prices are not available from our data provider yet. This table will fill in automatically once they are.

What We're Watching

ASX Resource stocks we own
Code Company Price($) Today 1 Year Return 52 Week Range($)
A1M AIC Mines Ltd 0.66 5.16% 39.47%
0.42 0.94
BGL Bellevue Gold Ltd 1.44 2.13% 22.86%
1.16 1.92
BHP BHP Group 58.84 2.12% 37.87%
40.18 68.77
FMG Fortescue Ltd 15.43 1.65% -23.01%
14.06 23.38
NHC New Hope Corp 5.37 1.90% 25.64%
3.77 6.61
WHC Whitehaven Coal 7.25 2.98% 0.28%
6.66 9.90
NEM Newmont Corp 178.30 3.92% 39.16%
126.05 190.91
NXG NexGen Energy Ltd 12.14 6.49% -4.26%
10.85 18.78
SFR Sandfire Resources 19.98 4.55% 26.89%
14.41 25.00

10 Top Gainers | >$500m

Code Company Last($) % Chg
BRE Brazilian Rare Earths Ltd 1.87 10.32
PDN Paladin Energy 8.21 10.05
DYL Deep Yellow Ltd 0.83 9.93
BOE Boss Energy 1.54 9.82
EQR EQ Resources Ltd 0.31 8.93
SLX Silex Systems 3.23 8.75
SRL Sunrise Energy Metals Ltd 12.56 8.46
CXO Core Lithium Ltd 0.25 7.61
CYL Catalyst Metals Ltd 4.39 7.60
BMN Bannerman Energy Ltd 3.76 7.59

10 Biggest Fallers | >$500m

Code Company Last($) % Chg
VNT Ventia Services Group 4.83 -15.71
DNL Dyno Nobel Ltd 3.49 -8.64
LLC Lendlease Group 2.44 -5.43
SCG Scentre Group 3.42 -5.26
ANZ ANZ Group 38.73 -3.99
SKC SKYCITY Entertainment Group 0.55 -3.51
APE Eagers Automotive 15.69 -3.27
C79 Chrysos Corporation Ltd 5.99 -3.23
GPT GPT Group 5.02 -3.09
MGR Mirvac Group 1.90 -3.06
OPINION

Latest Market Matters Opinions

Gold (US$/oz) & Chinese accumulation

China has demonstrated an uncanny ability to trade gold in recent years with its 2026 gold buying telling a consistent story: small purchases when prices are high, aggressive accumulation when prices dip. The PBOC has been a price-sensitive but relentless buyer, and the acceleration in 2H26, as gold retreated from $4,000+, looks to have created a floor for the precious metal - their total holdings are now approaching 80 million ounces as of end-October.

Read more

Gold (US$/oz) & Chinese accumulation

China has demonstrated an uncanny ability to trade gold in recent years with its 2026 gold buying telling a consistent story: small purchases when prices are high, aggressive accumulation when prices dip. The PBOC has been a price-sensitive but relentless buyer, and the acceleration in 2H26, as gold retreated from $4,000+, looks to have created a floor for the precious metal - their total holdings are now approaching 80 million ounces as of end-October.

Read more
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