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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

AAI.AX

0.63%

29M.AX

-2.94%

4DX.AX

2.53%

ABG.AX

0.62%

AIS.AX

AGL.AX

0.24%

A1M.AX

-2.25%

AIZ.AX

-1.59%

ALK.AX

-1.94%

A4N.AX

ALQ.AX

0.78%

AMC.AX

1.48%

AOV.AX

3.37%

AMP.AX

1.24%

AEL.AX

1.7%

ALD.AX

0.73%

ANN.AX

0.09%

ANZ.AX

-0.48%

APA.AX

2.62%

ARU.AX

ARB.AX

3.83%

ARF.AX

-1.67%

ARG.AX

0.44%

ALL.AX

1.99%

APZ.AX

1.92%

ASX.AX

0.81%

ALX.AX

-0.26%

AIA.AX

0.91%

AXQ.AX

1.2%

AMI.AX

-1.15%

AZJ.AX

0.27%

AFI.AX

0.73%

AUC.AX

0.79%

ABB.AX

0.48%

ASB.AX

1.28%

AUB.AX

1.52%

AAC.AX

-0.38%

ACL.AX

AUI.AX

-0.42%

BOQ.AX

-0.16%

BMN.AX

-7.37%

BAP.AX

BCI.AX

0.88%

BPT.AX

1.16%

BGA.AX

1.1%

BGL.AX

BEN.AX

0.59%

BNZ.AX

0.22%

BHP.AX

-0.41%

BKI.AX

0.85%

BC8.AX

XYZ.AX

-0.58%

BSL.AX

-1.29%

BOE.AX

-9.93%

BXB.AX

1.95%

BVS.AX

2.92%

BRE.AX

-4.66%

BRG.AX

2.27%

BTR.AX

2.33%

BFL.AX

BWP.AX

1.13%

CMM.AX

1.38%

CSC.AX

-3.2%

CAR.AX

1.74%

CIN.AX

CYL.AX

3.29%

CAT.AX

1.58%

CWP.AX

-0.33%

CNI.AX

CIP.AX

0.71%

COF.AX

0.6%

CGF.AX

1.43%

CIA.AX

-2.78%

CLW.AX

1.23%

CHC.AX

3.34%

CQR.AX

1.15%

CQE.AX

CNU.AX

0.15%

C79.AX

0.72%

CVL.AX

-0.58%

CU6.AX

-5.87%

CWY.AX

CBO.AX

3.2%

COH.AX

-0.47%

CDA.AX

2.71%

CGS.AX

1.17%

COL.AX

0.52%

CKF.AX

2.07%

CPU.AX

1.18%

CEN.AX

CXO.AX

-7.55%

CCP.AX

0.83%

CMW.AX

4.62%

CSL.AX

1.31%

CCL.AX

2.35%

CBA.AX

0.79%

DBI.AX

1.28%

DYL.AX

-7.11%

DRR.AX

-0.76%

DVP.AX

-0.93%

DXI.AX

0.87%

DXS.AX

0.89%

DDR.AX

1.84%

DGT.AX

DJW.AX

1.38%

DMP.AX

0.91%

DOW.AX

0.15%

DPM.AX

6.23%

DRO.AX

-3.4%

DUR.AX

1.38%

DNL.AX

0.74%

APE.AX

2.36%

EBO.AX

0.53%

ELD.AX

1.75%

EOS.AX

-4.25%

ELV.AX

-4.01%

ELS.AX

0.24%

EHL.AX

-0.78%

EMR.AX

2.31%

EDV.AX

DTL.AX

3.43%

EOL.AX

4.65%

EQR.AX

-2.99%

EQT.AX

0.15%

EUR.AX

-2.6%

EVN.AX

2.26%

EVT.AX

2.23%

FPH.AX

0.84%

FDC.AX

-0.76%

FCL.AX

-5.75%

FFM.AX

-2.16%

FPR.AX

1.06%

FBU.AX

FLT.AX

0.98%

FML.AX

2.52%

FRS.AX

3.23%

FMG.AX

-2.85%

FRW.AX

-0.5%

FGX.AX

FGG.AX

2.2%

GLF.AX

GDG.AX

7.31%

GNE.AX

-0.76%

GMD.AX

3.95%

GNP.AX

-2.54%

GMG.AX

3.19%

GPT.AX

1.11%

GQG.AX

0.9%

GNG.AX

1.99%

GNC.AX

-1.03%

GGP.AX

0.8%

G6M.AX

-1.72%

GOZ.AX

0.52%

GCI.AX

1.25%

GYG.AX

-2.25%

GWA.AX

3.02%

HSN.AX

0.9%

HVN.AX

2.22%

HGH.AX

-0.51%

HM1.AX

-1.04%

HLI.AX

3.09%

HMC.AX

-0.66%

HDN.AX

0.93%

HUB.AX

2.13%

IEL.AX

4.76%

IGO.AX

-1.94%

ILU.AX

IMD.AX

0.6%

IFT.AX

INA.AX

0.85%

ING.AX

0.48%

IAG.AX

1.12%

IDX.AX

0.94%

IPG.AX

0.81%

IPX.AX

-1.79%

IPH.AX

2.03%

IRE.AX

3.31%

JHX.AX

3.14%

JBH.AX

2.08%

JDO.AX

0.57%

JMS.AX

-3.77%

KAR.AX

0.63%

KLS.AX

1.56%

KCN.AX

0.42%

KKC.AX

GLS.AX

0.8%

L1G.AX

1.72%

LSF.AX

0.67%

LGF.AX

3.23%

LFS.AX

LLC.AX

-1.59%

LFG.AX

2.54%

360.AX

4.15%

LIC.AX

-0.47%

LNW.AX

4.5%

LIN.AX

-1.08%

LTR.AX

-3.75%

LOV.AX

5.04%

LYL.AX

-0.86%

LYC.AX

0.08%

MA1.AX

-1.57%

MAF.AX

1.97%

MGH.AX

-6.65%

MAH.AX

-3.48%

MQG.AX

0.64%

MAQ.AX

0.29%

MAD.AX

1.74%

MFG.AX

4.39%

MMS.AX

2.62%

MPL.AX

1.53%

MP1.AX

-3.1%

MCY.AX

5.26%

MEZ.AX

-0.91%

MSB.AX

3.36%

MLX.AX

-1.92%

MTS.AX

-0.98%

MEI.AX

MOT.AX

1.01%

MXT.AX

MFF.AX

-0.95%

MIN.AX

-0.62%

MI6.AX

-1.2%

MIR.AX

0.87%

MGR.AX

1.38%

MND.AX

0.72%

MYS.AX

-0.2%

NAN.AX

1.43%

NAB.AX

-0.32%

NGI.AX

1.77%

NWL.AX

1.64%

NEU.AX

-0.3%

NHC.AX

0.68%

NMG.AX

4.76%

NEM.AX

2.71%

NWS.AX

1.59%

NXG.AX

-3.84%

NXT.AX

0.88%

NHF.AX

1.85%

NCK.AX

1.06%

NIC.AX

-0.66%

NEC.AX

3.05%

NST.AX

1.5%

NWH.AX

-1.56%

NUF.AX

1.9%

NXL.AX

-0.87%

OCL.AX

-1.04%

OML.AX

OPH.AX

-1.29%

OBM.AX

2.82%

ORI.AX

1.01%

ORG.AX

1.52%

ORA.AX

3.68%

PDN.AX

-3.67%

PNR.AX

1.34%

PDI.AX

PPC.AX

PPM.AX

1.18%

PRN.AX

0.45%

PPT.AX

0.99%

PCI.AX

-0.47%

PRU.AX

2.41%

PXA.AX

2.36%

PNI.AX

1.82%

PL8.AX

0.36%

PLS.AX

-5.41%

PGF.AX

0.63%

PNV.AX

1.63%

PMV.AX

2.4%

PME.AX

4.5%

PWH.AX

0.73%

PYC.AX

-3.16%

QAN.AX

-2.18%

QBE.AX

3.2%

QRI.AX

-1.7%

QAL.AX

-0.46%

RMS.AX

1.89%

RHC.AX

0.18%

REA.AX

2.24%

RDX.AX

1.76%

REH.AX

1.19%

RF1.AX

-2.1%

RG1.AX

-0.81%

RPL.AX

0.9%

RGN.AX

0.45%

REG.AX

1.39%

RRL.AX

1.55%

RWC.AX

-0.64%

RMD.AX

0.09%

RSG.AX

0.45%

SGLLV.AX

6.04%

RIC.AX

0.4%

RIO.AX

0.25%

RXL.AX

1.54%

RFF.AX

0.52%

RYM.AX

SFR.AX

-0.45%

STO.AX

1.15%

SCG.AX

0.29%

SEK.AX

2.95%

SHV.AX

0.73%

SRV.AX

0.35%

SGH.AX

1.36%

SHA.AX

1.56%

SIG.AX

2.67%

SLX.AX

-5.42%

SGM.AX

-3.32%

SDR.AX

1.51%

SKS.AX

-0.68%

SKC.AX

-3.7%

SIQ.AX

3.37%

SHL.AX

-0.27%

S32.AX

-1.01%

SX2.AX

-0.55%

SPK.AX

-1.24%

SRG.AX

-0.26%

SSM.AX

-0.88%

SBM.AX

1.94%

SMR.AX

0.79%

SDF.AX

SXE.AX

-2.53%

SGP.AX

0.94%

SKG.AX

0.47%

SNZ.AX

-8.77%

SUN.AX

-0.05%

SRL.AX

-11.05%

SUL.AX

1.72%

SLC.AX

0.8%

SNL.AX

0.26%

SYL.AX

-2.51%

TAH.AX

TEA.AX

TNE.AX

2.93%

TLX.AX

TLS.AX

-1.85%

TPW.AX

4.47%

A2M.AX

3.06%

TLC.AX

4.64%

SGR.AX

TWR.AX

-0.3%

TPG.AX

TCL.AX

2.32%

TWE.AX

0.36%

TUA.AX

TCG.AX

UNI.AX

2.29%

VAU.AX

3.58%

VNT.AX

0.5%

VCX.AX

0.87%

VGN.AX

-0.36%

VMM.AX

-1.92%

VGL.AX

VEA.AX

0.31%

VUL.AX

-6.89%

VSL.AX

-0.73%

WA1.AX

-3.77%

WGN.AX

1.31%

WGB.AX

-0.51%

WLE.AX

-0.78%

WAM.AX

-3.38%

SOL.AX

1.07%

WPR.AX

1.92%

WQG.AX

-0.49%

WEB.AX

2.7%

WBT.AX

-11.11%

WES.AX

1.72%

WAF.AX

5.43%

WGX.AX

0.2%

WBC.AX

0.03%

WHF.AX

0.21%

WHC.AX

1.05%

WIA.AX

WTC.AX

4.25%

WDS.AX

0.03%

WOW.AX

1.9%

WOR.AX

0.43%

XRO.AX

3.5%

YAL.AX

0.34%

ZIM.AX

6.16%

ZIP.AX

3.85%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.55	0.95	0.66
SSO ASX Small Caps	14.09	-0.02	-0.14
IVV S&P 500	74.16	-0.37	-0.5
NDQ Nasdaq	64.35	-0.77	-1.18
F100 FTSE 100	14.95	0.08	0.54
ASIA Asia Tech	21.00	-0.29	-1.36
IEU Europe	94.39	-0.23	-0.24
IEM Emerging Markets	95.98	-1.29	-1.33
Gold Gold	54.78	0.49	0.9
ACDC Battery Tech	118.00	-1.36	-1.14

COMMODITIES	Close($)	-/+	%
Gold	4,193.83	59.9044	1.45
Silver	60.81	1.4627	2.46
Platinum	1,687.21	52.9609	3.24
Palladium	1,147.81	24.746	2.2
Ice Brent Crude	104.54	0.26	0.25
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6982	0.0027	0.39
Euro	1.1198	-0.001	-0.09
British Pound	1.3231	0	0
Canadian Dollar	1.4254	0.0029	0.2
New Zealand Dollar	0.5609	0	0
Chinese Yuan	6.6920	-0.0101	-0.15
Japanese Yen	158.2600	0.4	0.25

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.87	-2.25%	106.98%	0.41 0.94
BGL	Bellevue Gold Limited	1.49	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.94	-0.41%	46.07%	40.18 68.77
FMG	Fortescue Ltd	15.34	-2.85%	-17.76%	15.34 23.38
NHC	New Hope Corporation Ltd	5.93	0.68%	51.80%	3.77 6.61
WHC	Whitehaven Coal Limited	7.68	1.05%	16.74%	6.33 9.90
NEM	Newmont Cdi	167.72	2.71%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.28	-3.84%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.01	-0.45%	39.94%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
GDG	Generation Devel	2.79	7.31
DPM	Dpm Metals Cdi	55.94	6.23
ZIM	Zimplats Holding	15.00	6.16
SGLLV	Ricegrowers	13.52	6.04
WAF	West African Res	3.69	5.43
MCY	Mercury Nz	5.60	5.26
LOV	Lovisa Holdings	23.57	5.04
ACL	Australian Clini	2.94	5
IEL	Idp Education Li	2.20	4.76
NMG	New Murchison Go	0.07	4.76

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WBT	Weebit Nano	2.80	-11.11
SRL	Sunrise Energy	17.15	-11.05
BOE	Boss Energy	1.36	-9.93
SNZ	Summerset Group	5.20	-8.77
CXO	Core Lithium	0.25	-7.55
BMN	Bannerman Energy	3.14	-7.37
DYL	Deep Yellow	0.98	-7.11
VUL	Vulcan Energy	1.42	-6.89
MGH	Maas Group Holdi	4.63	-6.65
CU6	Clarity Pharmace	1.85	-5.87

OPINION

Latest Market Matters Opinions

10/10/2026 09:00

First Up

The ASX 200 finished a choppy week up +0.4% with the rate sensitive utilities (+3.6%), real estate (3.6%), healthcare (+3.5%) and consumer discretionary (2.4%) sectors leading the markets gains. Action on the index level was relatively quiet, however, it was anything but on the stock front with 10 stocks falling by more than 10%, for an average decline of mare than 16% while only two stocks rewarded investors with double digit gains - it felt like fund managers were actively tweaking their portfolios as we enter the fourth quarter.

09/10/2026 16:35

What Mattered Today

The ASX finished the week on a firmer note, extending its recovery after a volatile few sessions. Market breadth improved, with 9 of 11 sectors higher and ~70% of ASX200 stocks finishing in the green.

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Market Matters Content

Fund Friday: Private Credit – Metrics et al.

Morning report 09/10/2026

Afternoon Report

The Match Out: ASX finishes the week off strong, Firmus pulls ASX IPO

Afternoon report 09/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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Chart of the week

Judo Capital Holdings Pty Ltd (JDO)

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Why has the ASX LTD (ASX:ASX) popped ~4%?

The ASXLTD (ASX) is trading up well over 3% today helped by an upgrade by CLSA with Price Target of $63.

ASX: ASX 07/10/2026

Why is Paladin Energy (ASX: PDN) up more than 4%?

Paladin (PDN) along with the ASX uranium sector is soaring today as after Google’s parent Alphabet agreed to buy nuclear power from Constellation Energy in a deal that will spur the addition of 890 megawatts of new reactor capacity.

ASX: PDN 07/10/2026

Morning Report