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ANALYSIS
OPINION
ACTION

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

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

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

BGP.AX

BFL.AX

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

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

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

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

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

HUB.AX

0.29%

IEL.AX

1.3%

IGO.AX

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

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

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

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

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

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

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

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

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

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

THL.AX

2.14%

TWR.AX

TPG.AX

-1.25%

TCL.AX

-0.2%

TWE.AX

-0.1%

TUA.AX

0.23%

TCG.AX

2.97%

TRA.AX

UNI.AX

-2.17%

VAU.AX

2.13%

VNT.AX

0.61%

VCX.AX

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

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

31/07/2026 09:20

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.

31/07/2026 09:19

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.

ACTION

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Market Matters Content

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX pulls back from 5-month high

Afternoon report 30/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Hi James My question: given so many active investors underperform the market, how do you overcome the emotions ? An example of my thoughts is as follows: A year ago I liked the Australian Eastern Gas story (shortages, ready market etc) and decided to buy a few Elixir Energy at 4 cents. They steadily rose and after the Iran US war the price went to 16. Whilst I believed in the story I sold. 4x my money! The price has now fallen 50%to 8 cents. Was it dumb luck or great research? Probably a mix of both. I consider myself a medium term trader and am trying to understand the best way to trade. They say fear of loss outweighs other emotions, any winnings are justified as the investors cleverness. Most investors sell too soon but then no one wants to get caught holding a dud. I expect there are many articles and books on this subject - can you refer any you think are particularly worthwhile? Perhaps you could highlight a set of rules a disciplined investor should follow.

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

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Latest View Points

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HGEN US

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META US

AAPL US

AMZN US

ALL

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Bitcoin ($US)

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Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Morning Report

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX pulls back from 5-month high

Afternoon report 30/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

The psychology of investing

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

Latest View Points

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

JBH

NCK

BTU US

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Opinion + Action