scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-4%

4DX.AX

2.59%

ABG.AX

-4.65%

AIS.AX

-2.04%

AGL.AX

-1.22%

A1M.AX

1.12%

AIZ.AX

1.54%

AAI.AX

-1.15%

ALK.AX

-0.54%

A4N.AX

-1.68%

ALQ.AX

-0.72%

AMC.AX

-1.68%

AOV.AX

-2.43%

AMP.AX

-3.08%

ALD.AX

-1.34%

ANN.AX

-1.99%

ANZ.AX

-2.92%

APA.AX

-0.19%

ARU.AX

-2.86%

ARB.AX

-3.49%

ARF.AX

-4.25%

ARG.AX

-1.3%

ALL.AX

-1.08%

AYA.AX

-3.65%

APZ.AX

-4.06%

ASX.AX

-0.82%

ALX.AX

-4.81%

AUB.AX

-1.8%

AIA.AX

-0.15%

AXQ.AX

-3.42%

AMI.AX

-6.45%

AZJ.AX

-1.35%

AUC.AX

-0.76%

ABB.AX

-3.26%

ASB.AX

-4.01%

AAC.AX

-0.76%

ACL.AX

-3.16%

AFI.AX

0.75%

AUI.AX

-1.34%

BOQ.AX

-2.87%

BMN.AX

-2.62%

BAP.AX

-3.47%

BCI.AX

BPT.AX

-5.71%

BGA.AX

-2.55%

BGL.AX

-3.09%

BEN.AX

-3.09%

BNZ.AX

-3.93%

BHP.AX

-0.92%

BKI.AX

-2.21%

BC8.AX

-4.79%

XYZ.AX

-0.2%

BSL.AX

-1.28%

BOE.AX

1.37%

BXB.AX

-3.07%

BVS.AX

-1.59%

BRE.AX

-1.65%

BRG.AX

-1.92%

BTR.AX

BFL.AX

-2.01%

BWP.AX

-1.94%

CMM.AX

-2.68%

CSC.AX

-1.68%

CAR.AX

-1.65%

CIN.AX

CYL.AX

-1.02%

CAT.AX

0.63%

CWP.AX

-3.66%

CNI.AX

-5.93%

CIP.AX

-2.46%

CGF.AX

-2.66%

CIA.AX

-2.27%

CHI.AX

CLW.AX

-2.12%

CHC.AX

-3.23%

CQR.AX

-2.25%

CQE.AX

-3.91%

CNU.AX

-1.32%

C79.AX

-1.2%

CVL.AX

0.88%

CU6.AX

CWY.AX

-0.39%

CBO.AX

-1.77%

COH.AX

-6.63%

CDA.AX

2.52%

CGS.AX

-0.29%

COL.AX

-2.61%

CKF.AX

-1.86%

CPU.AX

-2.11%

CEN.AX

-0.58%

CXO.AX

-1.56%

CCP.AX

-2.94%

CMW.AX

-1.47%

CSL.AX

-3.25%

CCL.AX

-0.49%

CBA.AX

-0.86%

DBI.AX

-5.89%

DYL.AX

-3.42%

DRR.AX

-0.98%

DVP.AX

-4%

DXS.AX

-2.79%

DXI.AX

-2.54%

DDR.AX

2.25%

DGT.AX

-2.7%

DJW.AX

-2.05%

DMP.AX

-2.73%

DOW.AX

-1.47%

DPM.AX

-1.49%

DRO.AX

0.88%

DUR.AX

-1.72%

DNL.AX

-2.68%

APE.AX

-2.39%

EBO.AX

-2.03%

ELD.AX

-2.31%

EOS.AX

-0.36%

ELV.AX

-7.08%

ELS.AX

-2.89%

EHL.AX

-0.41%

EMR.AX

-2.44%

EDV.AX

-1.33%

DTL.AX

13.68%

EQR.AX

5.95%

EQT.AX

EUR.AX

1.28%

EVN.AX

-2.02%

EVT.AX

-2.11%

FDC.AX

-1.25%

FCL.AX

-5.48%

FFM.AX

-2.69%

FPH.AX

-0.21%

FPR.AX

0.65%

FBU.AX

FLT.AX

-0.97%

FML.AX

-1.62%

FRS.AX

-1.59%

FMG.AX

-1.16%

FRW.AX

-0.76%

FGX.AX

-0.75%

FGG.AX

GLF.AX

0.88%

GDG.AX

-0.36%

GNE.AX

-1.48%

GMD.AX

-2.08%

GNP.AX

0.53%

GMG.AX

-2.17%

GPT.AX

-2.41%

GQG.AX

-1.32%

GNG.AX

-0.78%

GNC.AX

-2.78%

GGP.AX

-1.91%

G6M.AX

-7.62%

GOZ.AX

-2.27%

GCI.AX

-0.75%

GYG.AX

-1.73%

GWA.AX

-2.71%

HSN.AX

0.65%

HVN.AX

-1.17%

HGH.AX

HM1.AX

-0.34%

HLI.AX

-7.33%

HMC.AX

-1.63%

HDN.AX

-2.78%

HUB.AX

0.46%

IEL.AX

-1.49%

IGO.AX

-2.31%

ILU.AX

-4.98%

IMD.AX

-3.87%

IMR.AX

-1.58%

IFT.AX

-1.75%

INA.AX

-3.31%

ING.AX

-2.37%

IAG.AX

-2.39%

IDX.AX

-1.84%

IPG.AX

-1.96%

IPX.AX

-7.97%

IPH.AX

-1.76%

IRE.AX

-2.19%

JHX.AX

-0.17%

JBH.AX

-0.27%

JDO.AX

-2.72%

JMS.AX

KAR.AX

-4.11%

KLS.AX

5.37%

KCN.AX

-1.62%

KKC.AX

-0.97%

GLS.AX

L1G.AX

-2.58%

LSF.AX

-1.04%

LGF.AX

0.86%

LRV.AX

-3.21%

LFS.AX

-0.63%

LLC.AX

2.26%

LFG.AX

-6.96%

360.AX

0.69%

LIC.AX

-2.21%

LNW.AX

-2.75%

LIN.AX

-8.25%

LTR.AX

-15.05%

LOV.AX

-0.78%

LYL.AX

-1.6%

LYC.AX

-8.6%

MA1.AX

-2.08%

MAF.AX

-1.45%

MGH.AX

-1.97%

MAH.AX

-0.89%

MQG.AX

-0.11%

MAQ.AX

-1.64%

MAD.AX

-0.3%

MFG.AX

-2.27%

MMS.AX

-1.03%

MPL.AX

-2.38%

MP1.AX

-1.94%

MCY.AX

3.67%

MEZ.AX

0.91%

MSB.AX

-1.9%

MLX.AX

-1.86%

MTS.AX

-1.72%

MEI.AX

47.06%

MFF.AX

-2.37%

MIN.AX

-4.57%

MI6.AX

-2.86%

MIR.AX

-1.72%

MGR.AX

-3.24%

MND.AX

0.03%

MYS.AX

-1.81%

NAN.AX

-2.38%

NAB.AX

-3.22%

NGI.AX

-4.78%

NWL.AX

-1.24%

NEU.AX

-1.03%

NHC.AX

-3.87%

NMG.AX

1.43%

NEM.AX

-0.99%

NWS.AX

0.09%

NXG.AX

-1.16%

NXT.AX

-2.12%

NHF.AX

-2.74%

NCK.AX

-2.06%

NIC.AX

-5.63%

NEC.AX

-1.45%

NST.AX

-4.12%

NWH.AX

-0.62%

NUF.AX

-2.75%

NXL.AX

-1.37%

OCL.AX

-3.32%

OML.AX

-0.3%

OPH.AX

-0.84%

OBM.AX

-2.68%

ORI.AX

-2.43%

ORG.AX

-1.37%

ORA.AX

-2.86%

PDN.AX

-4.11%

PNR.AX

0.34%

PDI.AX

4.1%

PPC.AX

-5.01%

PPM.AX

-3.37%

PRN.AX

-3.07%

PPT.AX

-2.21%

PCI.AX

-0.23%

PRU.AX

-0.77%

PXA.AX

-2.99%

PNI.AX

-1.05%

PL8.AX

PLS.AX

-5.44%

PGF.AX

0.31%

PNV.AX

-2.7%

PMV.AX

-1.32%

PME.AX

-1.73%

PWH.AX

-1.08%

PYC.AX

-6.34%

QAN.AX

-1.86%

QBE.AX

-2.18%

QRI.AX

-0.7%

QAL.AX

-2.61%

RMS.AX

-2.04%

RHC.AX

-2.16%

REA.AX

-2.15%

RDX.AX

-2%

REH.AX

-2%

RF1.AX

RG1.AX

-2.33%

RPL.AX

-2.16%

RGN.AX

-2.24%

REG.AX

1.39%

RRL.AX

-3.1%

RWC.AX

-0.21%

RMD.AX

-1.34%

RSG.AX

-2.16%

SGLLV.AX

-0.64%

RIC.AX

-1.95%

RIO.AX

-2.44%

RXL.AX

RFF.AX

-2.55%

RYM.AX

1.7%

SFR.AX

-1.23%

SMI.AX

STO.AX

-2.67%

SCG.AX

-2.57%

SEK.AX

-1.41%

SHV.AX

-2.82%

SRV.AX

-3.3%

SSM.AX

-0.84%

SGH.AX

-1.44%

SHA.AX

-1.32%

SIG.AX

-0.77%

SLX.AX

-0.48%

SGM.AX

-0.84%

SDR.AX

-3.66%

SKS.AX

-0.93%

SKC.AX

-0.89%

SIQ.AX

-1.5%

SHL.AX

-2%

S32.AX

-2.96%

SX2.AX

-2.32%

SPK.AX

-1.25%

SRG.AX

-0.5%

SBM.AX

-3.61%

SMR.AX

-1.12%

SDF.AX

0.17%

SXE.AX

SGP.AX

-3.71%

SKG.AX

-2.25%

SNZ.AX

2.6%

SUN.AX

-7.36%

SRL.AX

-4.68%

SUL.AX

-1.17%

SLC.AX

-1.95%

SNL.AX

-2.33%

SYL.AX

-0.37%

TAH.AX

-1.68%

TEA.AX

1.22%

TNE.AX

0.9%

TLX.AX

-0.7%

TLS.AX

-0.41%

TPW.AX

-2.67%

A2M.AX

-1.5%

TLC.AX

SGR.AX

TWR.AX

-1.54%

TPG.AX

-0.78%

TCL.AX

-1.74%

TWE.AX

-1.28%

TUA.AX

-2.05%

TCG.AX

2.99%

TRA.AX

UNI.AX

-3.32%

VAU.AX

-2%

VNT.AX

-0.65%

VCX.AX

-1.27%

VGN.AX

-2.8%

VMM.AX

14.67%

VGL.AX

VEA.AX

-1.57%

VUL.AX

-8.36%

VSL.AX

-1.81%

WA1.AX

-4.69%

WGN.AX

-2.2%

WAM.AX

1.32%

WGB.AX

-1.49%

WLE.AX

-1.92%

SOL.AX

-4.23%

WPR.AX

-2.29%

WQG.AX

-1.44%

WEB.AX

-2.05%

WBT.AX

-4.38%

WES.AX

-1.15%

WAF.AX

-0.86%

WGX.AX

-2.43%

WBC.AX

-3.34%

WHF.AX

-0.64%

WHC.AX

-4.54%

WIA.AX

-2.13%

WTC.AX

-3.45%

WDS.AX

-3.11%

WOW.AX

-2.91%

WOR.AX

-2.06%

XRO.AX

-2.83%

YAL.AX

-6.98%

ZIM.AX

ZIP.AX

-1.72%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.71	-4.59	-3.1
SSO ASX Small Caps	14.27	-0.05	-0.35
IVV S&P 500	73.66	0.45	0.61
NDQ Nasdaq	64.50	1.3	2.06
F100 FTSE 100	15.09	-0.12	-0.79
ASIA Asia Tech	21.67	0.3	1.4
IEU Europe	96.19	-1.18	-1.21
IEM Emerging Markets	97.99	0.78	0.8
Gold Gold	55.04	0.29	0.53
ACDC Battery Tech	120.31	-0.09	-0.07

COMMODITIES	Close($)	-/+	%
Gold	4,174.38	18.3889	0.44
Silver	60.89	0.4786	0.79
Platinum	1,709.82	3.57	0.21
Palladium	1,186.55	-17.5644	-1.46
Ice Brent Crude	103.50	0.91	0.89
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6943	0	0
Euro	1.1291	-0.0037	-0.33
British Pound	1.3213	-0.0052	-0.39
Canadian Dollar	1.4244	0.0016	0.11
New Zealand Dollar	0.5610	-0.0021	-0.37
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	158.1200	0.76	0.48

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.90	1.12%	128.21%	0.41 0.94
BGL	Bellevue Gold Limited	1.57	-3.09%	43.24%	1.06 2.00
BHP	Bhp Group Ltd	60.26	-0.92%	43.00%	40.18 68.77
FMG	Fortescue Ltd	16.25	-1.16%	-11.99%	16.14 23.38
NHC	New Hope Corporation Ltd	5.72	-3.87%	51.79%	3.77 6.61
WHC	Whitehaven Coal Limited	7.36	-4.54%	17.00%	6.33 9.90
NEM	Newmont Cdi	165.80	-0.99%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.75	-1.16%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.60	-1.23%	53.26%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MEI	Meteoric Resourc	0.25	47.06
VMM	Viridis Mining A	3.83	14.67
DTL	Energy Act	12.63	13.68
EQR	Eq Resources	0.45	5.95
KLS	Kelsian Group	4.12	5.37
PDI	Pdi Gold	5.08	4.1
MCY	Mercury Nz	5.65	3.67
TCG	Turaco Gold	0.86	2.99
SNZ	Summerset Group	5.92	2.6
4DX	4dmedical	4.36	2.59

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
LTR	Liontown	0.79	-15.05
LYC	Lynas Rare Earth	12.64	-8.6
VUL	Vulcan Energy	1.70	-8.36
LIN	Lindian Rsc Fpo	0.45	-8.25
IPX	Iperionx	2.31	-7.97
G6M	Group 6 Metals L	3.15	-7.62
SUN	Suncorp Grou	18.50	-7.36
HLI	Helia Group	4.93	-7.33
ELV	Elevra Lth Fpo	5.25	-7.08
YAL	Yancoal Australi	5.60	-6.98

OPINION

Latest Market Matters Opinions

01/10/2026 16:45

What Mattered Today

Today's move was effectively the mirror image of yesterday with the ASX back to its lowest level since June. The market rallied almost 1% yesterday on softer CPI and hopes that the RBA may be close to the end of its tightening cycle, but bond yields reversed higher overnight and quickly put that trade under pressure.

01/10/2026 16:11

Broker Moves

• Chrysos Corp. Rated New Outperform at RBC; PT A$9.25 • Cochlear Cut to Underweight at Barrenjoey; PT A$138 • Kelsian Group Raised to Outperform at RBC; PT A$5 • Deterra Raised to Buy at UBS; PT A$4.80 • VFY AU Rated New Speculative Buy at Morgans Financial Limited

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: Can the RBA and CPI light a fuse under rate-sensitive stocks?

Morning report 01/10/2026

Afternoon Report

The Match Out: ASX gets hit, falls to 3-month low as global bond yields push higher

Afternoon report 01/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.85% Active Growth Portfolio

10.13% Shawn’s Trade Ideas

9.67% Active Income Portfolio

18.98% International Equities Portfolio

4.78% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.85% Active Growth Portfolio 10.13% Shawn’s Trade Ideas 9.67% Active Income Portfolio 18.98% International Equities Portfolio 4.78% Emerging Companies Portfolio 10.42% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns from inception to 30th July 2026

Latest View Points

JBH

CAR

HVN

MGR

BXB

PNI

IRM US

HLI

GMG

BGL