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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

-9.36%

ABG.AX

1.3%

ASK.AX

-0.32%

AX1.AX

1.6%

AIS.AX

-2.34%

AGL.AX

0.11%

AIZ.AX

-1%

AAI.AX

-1.9%

ALK.AX

3.54%

A4N.AX

1.67%

ALQ.AX

0.63%

AMCDD.AX

-0.53%

AOV.AX

-1.11%

AMP.AX

-0.83%

AEL.AX

-2.82%

ALD.AX

1.67%

ASL.AX

2.51%

ANN.AX

-0.32%

ANZ.AX

-1.15%

APA.AX

0.45%

ARU.AX

-1.79%

ARB.AX

-12.04%

ARF.AX

-0.56%

ARG.AX

-0.22%

ALL.AX

-1.16%

AYA.AX

-0.24%

APZ.AX

0.86%

ASX.AX

-0.04%

ALX.AX

AUB.AX

0.32%

AIA.AX

0.97%

AZJ.AX

-0.55%

AUC.AX

6.25%

ABB.AX

1.48%

ASB.AX

-5.85%

AAC.AX

-1.09%

AEF.AX

1.66%

AFG.AX

-1.39%

AFI.AX

-0.14%

AUI.AX

-0.18%

ASG.AX

-0.26%

BOQ.AX

-0.46%

BMN.AX

0.75%

BAP.AX

-1.82%

BCI.AX

2.47%

BPT.AX

-2.65%

BLX.AX

-0.74%

BGA.AX

0.51%

BGL.AX

5.01%

BEN.AX

-0.09%

BHP.AX

-1.99%

BKI.AX

0.29%

BC8.AX

-1.32%

XYZ.AX

-0.75%

BSL.AX

-0.13%

BMC.AX

3.03%

BOE.AX

-0.84%

BXB.AX

-3.03%

BVS.AX

2.62%

BRE.AX

-2.05%

BRG.AX

-0.81%

BGP.AX

BFL.AX

BWP.AX

-0.26%

CMM.AX

0.13%

CSC.AX

-0.84%

CAR.AX

0.71%

CIN.AX

CYL.AX

-3.73%

CAT.AX

-2.28%

CWP.AX

1.44%

CNI.AX

-1.96%

CIP.AX

-1.2%

COF.AX

0.9%

CHN.AX

9.21%

CGF.AX

0.87%

CIA.AX

-1.4%

CHC.AX

CLW.AX

0.5%

CQR.AX

CQE.AX

-0.98%

CNU.AX

-1.83%

C79.AX

-0.93%

CVL.AX

0.62%

CU6.AX

-5.81%

CWY.AX

-0.4%

CUV.AX

0.88%

CBO.AX

1.36%

COH.AX

0.39%

CDA.AX

1.33%

COL.AX

-1.08%

CKF.AX

-0.18%

CBA.AX

-1.81%

CPU.AX

-1.61%

CEN.AX

CXO.AX

-3.57%

CRN.AX

4.76%

CCP.AX

0.21%

CMW.AX

-1.12%

CSL.AX

0.11%

CCL.AX

-0.23%

DBI.AX

0.42%

DTL.AX

-1.01%

DTR.AX

-3.85%

DYL.AX

1.83%

DRR.AX

0.67%

DVP.AX

-1.72%

DXS.AX

0.43%

DXI.AX

0.76%

DDR.AX

-0.49%

DGT.AX

-0.36%

DUI.AX

-0.75%

DJW.AX

0.65%

DMP.AX

-0.29%

DOW.AX

-0.12%

DPM.AX

2.09%

DRO.AX

4.18%

DUR.AX

1.82%

DNL.AX

-0.89%

APE.AX

1.68%

EBO.AX

-0.7%

ELD.AX

-0.81%

EOS.AX

2.39%

ELV.AX

1.98%

ELS.AX

2.46%

EHL.AX

-0.38%

EMR.AX

2.03%

EDV.AX

-1.27%

EOL.AX

0.89%

ERA.AX

20%

EQR.AX

4.55%

EQT.AX

1.67%

EUR.AX

1.69%

EVN.AX

-0.15%

EVT.AX

FCL.AX

-5.02%

FFM.AX

-0.97%

FPH.AX

0.33%

FPR.AX

-1.08%

FBU.AX

1.83%

FLT.AX

-1.33%

FML.AX

3.16%

FMG.AX

-0.58%

FRW.AX

FGX.AX

0.38%

FGG.AX

-0.63%

GEM.AX

GLF.AX

0.39%

GDG.AX

1.32%

GNE.AX

0.48%

GMD.AX

0.66%

GTK.AX

-2.23%

GNP.AX

-0.96%

GMG.AX

-1.76%

GPT.AX

0.9%

GQG.AX

-2.47%

GNG.AX

2.48%

GNC.AX

0.14%

GGP.AX

-0.7%

GOZ.AX

-0.41%

GCI.AX

0.48%

GYG.AX

-1.96%

GWA.AX

0.37%

HSN.AX

2.28%

HVN.AX

0.6%

HLS.AX

1.62%

HGH.AX

-0.47%

HM1.AX

-1.26%

HLI.AX

2.36%

HMC.AX

-1.37%

HDN.AX

-0.36%

HUB.AX

3.07%

IEL.AX

-0.83%

IGO.AX

0.9%

ILU.AX

-2.79%

IMD.AX

-0.52%

IMM.AX

-2.33%

IMR.AX

3.32%

IFT.AX

-0.62%

INA.AX

0.2%

ING.AX

-4.51%

IFL.AX

IAG.AX

-0.13%

IDX.AX

-0.76%

IOVDA.AX

-20%

INR.AX

-8.89%

IPX.AX

-2.25%

IPH.AX

-1.83%

IRE.AX

JHX.AX

1.31%

JBH.AX

-1.64%

JDO.AX

-1.6%

JIN.AX

-3.91%

JMS.AX

KAR.AX

-1.56%

KLS.AX

0.49%

KCN.AX

0.29%

KKC.AX

GLS.AX

-0.56%

L1G.AX

-1.36%

LSF.AX

1.45%

LRV.AX

0.69%

LFS.AX

-0.49%

LLC.AX

0.6%

LFG.AX

-0.98%

360.AX

-0.26%

LIC.AX

1.75%

LNW.AX

-2.88%

LIN.AX

1.03%

LTR.AX

LOTDB.AX

0.48%

LOV.AX

2.54%

LYL.AX

-2.16%

LYC.AX

-6.33%

MA1.AX

0.5%

MAF.AX

-0.09%

MGH.AX

-2.33%

MAH.AX

-0.71%

MQG.AX

-1.82%

MAQ.AX

-0.64%

MAD.AX

0.6%

MFG.AX

-2.26%

MMS.AX

-0.23%

MPL.AX

-0.64%

MEK.AX

1.82%

MP1.AX

3.09%

MCY.AX

-1.44%

MEZ.AX

3.97%

MSB.AX

MTM.AX

MLX.AX

1.26%

MTS.AX

0.9%

MEI.AX

-6.38%

MOT.AX

-0.77%

MXT.AX

-0.5%

MFF.AX

MGX.AX

-2.17%

MIN.AX

0.28%

MI6.AX

4.4%

MIR.AX

0.32%

MGR.AX

-0.49%

MND.AX

-1.93%

MYR.AX

1.08%

MYS.AX

-1.97%

NAN.AX

-0.25%

NAB.AX

-0.85%

NSR.AX

NGI.AX

-0.92%

NWL.AX

2.26%

NEU.AX

-2.01%

NHC.AX

0.67%

NMG.AX

-1.59%

NEM.AX

0.37%

NWS.AX

-0.38%

NXG.AX

1.66%

NXT.AX

0.23%

NHF.AX

0.6%

NCK.AX

-0.9%

NIC.AX

-1.08%

NEC.AX

-1.31%

NST.AX

1.08%

NVA.AX

-0.87%

NWH.AX

-4.57%

NUF.AX

NXL.AX

1.4%

OCL.AX

-2.15%

OCA.AX

-6.49%

OML.AX

-1.87%

OPH.AX

0.93%

OBM.AX

-0.3%

ORI.AX

1.06%

ORG.AX

2.62%

ORA.AX

-5.33%

PDN.AX

-1.69%

PNR.AX

1.47%

PPC.AX

-1.46%

PPM.AX

PRN.AX

-6.31%

PPT.AX

-0.37%

PCI.AX

PRU.AX

0.5%

PXA.AX

-0.71%

PNI.AX

-0.33%

PL8.AX

1.34%

PLS.AX

1.28%

PGF.AX

-0.65%

PNV.AX

-6.25%

PDI.AX

0.62%

PMV.AX

-0.38%

PME.AX

-1.35%

PFP.AX

-0.2%

PWH.AX

0.92%

PYC.AX

-0.59%

QAN.AX

1.73%

QBE.AX

0.25%

QOR.AX

-16.33%

QAL.AX

-1.67%

QRI.AX

-0.31%

QUB.AX

0.21%

RAC.AX

-4.26%

RMS.AX

0.44%

RHC.AX

0.08%

REA.AX

0.53%

RDX.AX

-0.31%

REH.AX

-0.56%

RG1.AX

-1.62%

RF1.AX

-0.55%

RPL.AX

-3.69%

RGN.AX

0.42%

REG.AX

-1.03%

RRL.AX

-0.25%

RWC.AX

-1.04%

RMD.AX

-1.2%

RSG.AX

-1.14%

SGLLV.AX

-0.24%

RIC.AX

-0.4%

RIO.AX

-2.04%

RXR.AX

-2.25%

RXL.AX

-1.74%

RUL.AX

0.2%

RFF.AX

RYM.AX

0.4%

SFR.AX

-0.94%

SMI.AX

2.68%

STO.AX

-0.33%

SCG.AX

SEK.AX

1.45%

SHV.AX

0.8%

SRV.AX

-0.14%

SSM.AX

-0.92%

SGH.AX

0.7%

SHA.AX

-0.61%

SIG.AX

1.74%

SLX.AX

0.28%

SGM.AX

0.5%

SDR.AX

-0.88%

SKC.AX

0.6%

SPZ.AX

-1.58%

SIQ.AX

-0.33%

SHL.AX

0.87%

S32.AX

-1.66%

SX2.AX

-1.95%

SXE.AX

-3.14%

SPK.AX

-1.76%

SRG.AX

-1.3%

SBM.AX

-0.84%

SMR.AX

0.67%

SDF.AX

SGP.AX

0.55%

SNZ.AX

3.96%

SUN.AX

1.37%

SRL.AX

2.84%

SUL.AX

0.82%

SLC.AX

0.84%

SNL.AX

0.26%

SYL.AX

0.29%

TAH.AX

-3.09%

TEA.AX

-4.07%

TNE.AX

0.78%

TLX.AX

1.86%

TLS.AX

TPW.AX

-3.79%

A2M.AX

0.84%

TLC.AX

SGR.AX

-2.78%

TVN.AX

-6.06%

TWR.AX

-2.61%

TPG.AX

-0.51%

TCL.AX

0.87%

TWE.AX

-0.18%

TUA.AX

-0.27%

TCG.AX

-1.86%

TYR.AX

2.07%

USL.AX

-0.92%

UNI.AX

-2.22%

VAU.AX

VNT.AX

-0.48%

VCX.AX

0.78%

VGN.AX

0.3%

VEA.AX

1.26%

VUL.AX

-3.26%

VSL.AX

-3.68%

WA1.AX

-0.88%

WGN.AX

-1.07%

WAM.AX

-0.81%

WGB.AX

WLE.AX

0.73%

SOL.AX

-1.17%

WPR.AX

WEB.AX

WBT.AX

6.67%

WES.AX

0.83%

WAF.AX

2.82%

WGX.AX

-1.01%

WBC.AX

-0.98%

WHF.AX

-0.18%

WHC.AX

1.7%

WIA.AX

1.08%

WC8.AX

-2.22%

WTN.AX

WTC.AX

-0.86%

WDS.AX

-1.05%

WOW.AX

0.36%

WOR.AX

-1.14%

XRO.AX

3.35%

YAL.AX

2.01%

ZIM.AX

-0.95%

ZIP.AX

-1.63%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.53	-1.04	-0.7
SSO ASX Small Caps	17.80	-0.13	-0.73
IVV S&P 500	67.82	-0.58	-0.85
NDQ Nasdaq	55.18	-0.37	-0.67
F100 FTSE 100	15.21	-0.07	-0.46
ASIA Asia Tech	15.47	-0.22	-1.4
IEU Europe	102.66	-0.67	-0.65
IEM Emerging Markets	86.95	-0.63	-0.72
Gold Gold	63.87	-0.11	-0.17
ACDC Battery Tech	150.75	-1.89	-1.24

COMMODITIES	Close($)	-/+	%
Gold	4,711.86	42.1645	0.9
Silver	94.11	-0.567	-0.6
Platinum	2,371.81	-2.73	-0.11
Palladium	1,822.96	-18.59	-1.01
Ice Brent Crude	64.18	0.05	0.08
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6732	0.0019	0.28
Euro	1.1662	0.0017	0.15
British Pound	1.3433	0.0009	0.07
Canadian Dollar	1.3859	-0.0006	-0.04
New Zealand Dollar	0.5827	0.0031	0.53
Chinese Yuan	6.9605	-0.0029	-0.04
Japanese Yen	158.4300	0.36	0.23

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.78	0.42%	32.59%	3.50 5.02
DDR	Dicker Data Ltd	10.20	-0.49%	19.60%	7.58 10.94
GQG	Gqg Partners Inc	1.58	-2.47%	-12.23%	1.43 2.61
HUB	Hub24 Ltd	101.21	3.07%	49.83%	48.84 122.03
JHX	James Hardie Ind	34.80	1.31%	-35.95%	24.41 55.18
MGR	Mirvac Group	2.03	-0.49%	5.43%	1.88 2.46
NSR	National Storage Reit	2.74	0%	19.13%	2.05 2.85
PDN	Paladin Energy Ltd	11.64	-1.69%	37.20%	3.93 11.96
WTC	Wisetech Global Ltd	63.52	-0.86%	-45.27%	61.49 130.50
XRO	Xero Ltd	104.27	3.35%	-39.87%	98.23 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	20
CHN	Chalice Mining	2.49	9.21
WBT	Weebit Nano	5.44	6.67
AUC	Ausgold	1.19	6.25
BGL	Bellevue Gold	1.78	5.01
CRN	Coronado Global	0.44	4.76
EQR	Eq Resources	0.12	4.55
MI6	Minerals 260	0.48	4.4
DRO	Droneshield	4.74	4.18
MEZ	Meridian Energy	4.97	3.97

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IOVDA	Ion Video Def	0.24	-20
QOR	Qoria	0.41	-16.33
ARB	Arb Corporation	28.42	-12.04
4DX	4dmedical	4.36	-9.36
INR	Ioneer	0.21	-8.89
OCA	Oceania Healthca	0.72	-6.49
MEI	Meteoric Resourc	0.22	-6.38
LYC	Lynas Rare Earth	15.25	-6.33
PRN	Perenti	2.82	-6.31
PNV	Polynovo	1.13	-6.25

OPINION

Latest Market Matters Opinions

20/01/2026 17:30

Portfolio Amendments – International Equities Portfolio

We are reducing several positions in the International Equities Portfolio.

20/01/2026 17:04

Broker Moves

• Cleanaway Raised to Buy at Morgans Financial Limited; PT A$3.11 • 4DMedical Cut to Sell at Ord Minnett; PT A$3.20 • Wesfarmers Raised to Outperform at Macquarie; PT A$91 • Sigma Healthcare Raised to Neutral at Macquarie; PT A$3 • Inghams Cut to Underperform at Macquarie; PT A$2.20 • Domino's Pizza Enterprises Cut to Underperform at Macquarie • Harvey Norman Raised to Outperform at Macquarie; PT A$7.60 • GQG Partners GDRs Cut to Neutral at Macquarie; PT A$1.65 • Woolworths Group Reinstated Buy at Goldman; PT A$37 • Coles Group Reinstated Neutral at Goldman; PT A$23 • Amcor GDRs Raised to Overweight at Barrenjoey; PT A$73 • Orora Cut to Underweight at Barrenjoey; PT A$2 • Coronado GDRs Raised to Neutral at UBS; PT 44 Australian cents • Chalice Mining Raised to Buy at UBS; PT A$2.75 • REA Group Raised to Positive at Evans & Partners Pty Ltd • NRW Holdings Raised to Buy at Jefferies; PT A$5.60

ACTION

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Market Matters Content

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Question asked 20/12/2025

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Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

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Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

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Aus. Investment blog Subscribe to blog

Xero (XRO) leads growth names higher, is the worm turning?

Xero (XRO) advances over 3% on a weak day for the ASX

ASX:XRO 16/12/2025

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DroneShield soars after winning a $50mn military contract

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Morning Report

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Morning report 20/01/2026

Afternoon Report

The Match Out: Tariff jitters send ASX lower

Afternoon report 20/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

Latest View Points

HUB

SLX

RSG

PNR

OBM

NXG

ABB