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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

-2.35%

ABG.AX

0.25%

ASK.AX

-2.53%

A1G.AX

-0.74%

AGL.AX

0.05%

AIZ.AX

1.39%

AAI.AX

4.27%

ALK.AX

-0.97%

A4N.AX

-5.13%

ALQ.AX

0.67%

AMC.AX

1.53%

AOV.AX

-0.58%

AMP.AX

-2.28%

AEL.AX

-2.96%

ALD.AX

-0.03%

ANN.AX

ANZ.AX

0.63%

APA.AX

0.26%

ARU.AX

0.82%

ARB.AX

-2.38%

ARF.AX

0.91%

ARG.AX

0.47%

ALL.AX

-0.21%

AYA.AX

-0.91%

APZ.AX

0.86%

ASX.AX

0.36%

ALX.AX

-0.23%

AUB.AX

-1.69%

AIA.AX

-0.23%

AZJ.AX

1.12%

ABB.AX

-1.81%

ASB.AX

1.49%

AAC.AX

-2.24%

AEF.AX

2.15%

AFI.AX

0.15%

AUI.AX

0.37%

ASG.AX

BOQ.AX

-0.15%

BMN.AX

-2.8%

BCI.AX

1.22%

BPT.AX

-1.55%

BGA.AX

0.99%

BGL.AX

0.31%

BEN.AX

0.55%

BNZ.AX

-2.8%

BHP.AX

-0.36%

BKI.AX

0.29%

BC8.AX

0.71%

XYZ.AX

-2.41%

BSL.AX

0.27%

BOE.AX

-0.93%

BXB.AX

0.22%

BVS.AX

-5.53%

BRE.AX

-3.57%

BRG.AX

-0.54%

BGP.AX

BFL.AX

-0.25%

BWP.AX

0.41%

CMM.AX

-0.51%

CSC.AX

2.4%

CAR.AX

-1.88%

CIN.AX

0.06%

CYL.AX

-3.42%

CAT.AX

-3.78%

CWP.AX

-2.65%

CNI.AX

-0.48%

CIP.AX

COF.AX

0.81%

CHN.AX

-6.01%

CGF.AX

-0.3%

CIA.AX

-1.83%

CHI.AX

0.41%

CHC.AX

0.75%

CLW.AX

0.6%

CQR.AX

0.27%

CQE.AX

0.57%

CNU.AX

0.9%

C79.AX

-2.2%

CVL.AX

-1.04%

CU6.AX

-0.6%

CWY.AX

0.22%

CBO.AX

COH.AX

-1.21%

CDA.AX

0.92%

COL.AX

1.59%

CKF.AX

0.12%

CBA.AX

0.45%

CPU.AX

-0.24%

CEN.AX

0.13%

CXO.AX

-1.92%

CRN.AX

-5%

CCP.AX

-1.69%

CMW.AX

CSL.AX

-1.01%

CCL.AX

0.49%

DBI.AX

DTL.AX

-0.74%

DTR.AX

-0.58%

DYL.AX

-2.36%

DRR.AX

-0.36%

DVP.AX

-0.54%

DXS.AX

0.17%

DXI.AX

0.22%

DDR.AX

0.83%

DGT.AX

-3.21%

DUI.AX

DJW.AX

0.35%

DMP.AX

0.37%

DOW.AX

1.41%

DPM.AX

3.58%

DRO.AX

1.26%

DUR.AX

1.3%

DNL.AX

1.89%

APE.AX

-0.77%

EBO.AX

3.01%

EIQ.AX

-1.68%

ELD.AX

0.54%

EOS.AX

6.09%

ELV.AX

-4.46%

ELS.AX

4.71%

EHL.AX

-0.79%

EMR.AX

2.58%

EDV.AX

0.46%

ERA.AX

16.67%

EQR.AX

1.64%

EQT.AX

-2.83%

EVN.AX

0.15%

EVT.AX

0.68%

FCL.AX

-2.62%

FFM.AX

-2.45%

FPH.AX

-1%

FPR.AX

0.4%

FBU.AX

-0.41%

FLT.AX

-0.27%

FML.AX

-0.78%

FRS.AX

-1%

FMG.AX

-1.9%

FRW.AX

FGX.AX

0.38%

FGG.AX

0.33%

GLF.AX

-1.58%

GDG.AX

-5.01%

GNE.AX

0.56%

GMD.AX

-3.6%

GTK.AX

-5.43%

GNP.AX

-1.18%

GMG.AX

0.78%

GPT.AX

0.11%

GQG.AX

-2.22%

GNG.AX

-9.72%

GNC.AX

0.91%

GGP.AX

3.07%

GOZ.AX

0.95%

GCI.AX

0.25%

GYG.AX

-1.21%

GWA.AX

-0.24%

HSN.AX

-1.41%

HVN.AX

-1.85%

HGH.AX

1.03%

HM1.AX

HLI.AX

-0.37%

HMC.AX

-2.39%

HDN.AX

0.84%

HUB.AX

-4.33%

IEL.AX

-0.93%

IGO.AX

-1.96%

ILU.AX

1.77%

IMD.AX

-1.02%

IMR.AX

-5.15%

IFT.AX

-0.42%

INA.AX

-0.75%

ING.AX

0.25%

IFL.AX

0.21%

IAG.AX

-0.27%

IDX.AX

-1.51%

IPX.AX

0.26%

IPH.AX

IRE.AX

-0.72%

JHX.AX

-1.81%

JBH.AX

-0.95%

JDO.AX

-2%

JIN.AX

0.13%

JMS.AX

KAR.AX

1.51%

KLS.AX

-0.91%

KCN.AX

-2.4%

KKC.AX

-0.49%

GLS.AX

-0.85%

L1G.AX

-0.94%

LSF.AX

-0.74%

LRV.AX

-1.82%

LFS.AX

-2.69%

LLC.AX

-0.46%

LFG.AX

-0.82%

360.AX

-5.54%

LIC.AX

2.8%

LNW.AX

1.11%

LIN.AX

-0.65%

LTR.AX

-3.32%

LOV.AX

-1.93%

LYL.AX

1.46%

LYC.AX

0.15%

MA1.AX

0.77%

MAF.AX

-4.66%

MGH.AX

-2.99%

MAH.AX

-2.33%

MQG.AX

-0.01%

MAQ.AX

1.38%

MAD.AX

1.41%

MFG.AX

-3.99%

MAU.AX

-0.52%

MMS.AX

1.8%

MPL.AX

0.68%

MEK.AX

MP1.AX

-4.59%

MCY.AX

1.15%

MEZ.AX

-1.74%

MSB.AX

-4.63%

MLX.AX

0.37%

MTS.AX

0.5%

MOT.AX

0.59%

MXT.AX

0.79%

MFF.AX

-0.65%

MIN.AX

-3.62%

MI6.AX

1.09%

MIR.AX

MGR.AX

-0.72%

MND.AX

-0.59%

MYR.AX

-1.67%

MYS.AX

0.68%

NAN.AX

-3.37%

NAB.AX

0.52%

NSR.AX

0.18%

NGI.AX

-3.69%

NWL.AX

-4.66%

NEU.AX

-2.84%

NHC.AX

-0.68%

NMG.AX

2.13%

NEM.AX

2.85%

NWS.AX

-4.1%

NXG.AX

-2.3%

NXT.AX

-2.52%

NHF.AX

0.31%

NCK.AX

-2.34%

NIC.AX

1.62%

NEC.AX

0.26%

NST.AX

0.9%

NWH.AX

1.01%

NUF.AX

-2.88%

OCL.AX

-2.37%

OML.AX

-0.53%

OPH.AX

-0.73%

OBM.AX

-0.6%

ORI.AX

0.67%

ORG.AX

-0.32%

ORA.AX

0.53%

PDN.AX

-0.59%

PNR.AX

PPC.AX

-1.07%

PPM.AX

-3.31%

PRN.AX

-1.23%

PPT.AX

-0.5%

PCI.AX

-0.46%

PRU.AX

1.1%

PXA.AX

-2.54%

PNI.AX

-2.98%

PL8.AX

1.12%

PLS.AX

-3.96%

PGF.AX

-0.69%

PNV.AX

-5%

PDI.AX

2.13%

PMV.AX

-0.67%

PME.AX

-2.01%

PFP.AX

-0.97%

PWH.AX

0.06%

PYC.AX

-3%

QAN.AX

0.87%

QBE.AX

0.35%

QAL.AX

-0.79%

QRI.AX

1.62%

QUB.AX

0.41%

RMS.AX

-1.42%

RHC.AX

-0.15%

REA.AX

-2%

RDX.AX

1.21%

REH.AX

-0.3%

RF1.AX

0.3%

RPL.AX

-4.03%

RG1.AX

RGN.AX

0.67%

REG.AX

-1.61%

RRL.AX

-1.26%

RWC.AX

-1.65%

RMD.AX

-1.56%

RSG.AX

-1.51%

SGLLV.AX

0.88%

RIC.AX

-0.74%

RIO.AX

-1.18%

RXR.AX

1.56%

RXL.AX

-3.19%

RFF.AX

RYM.AX

-0.84%

SFR.AX

0.47%

SMI.AX

0.7%

STO.AX

-1.25%

SCG.AX

0.89%

SEK.AX

-2.94%

SHV.AX

-0.76%

SRV.AX

-0.14%

SSM.AX

0.75%

SGH.AX

0.47%

SHA.AX

0.15%

SIG.AX

-2.01%

SLX.AX

-3.6%

SGM.AX

0.16%

SDR.AX

-6.41%

SKC.AX

1.74%

SIQ.AX

0.96%

SHL.AX

-0.25%

S32.AX

0.45%

SX2.AX

2.05%

SXE.AX

0.67%

SPK.AX

1.17%

SRG.AX

0.39%

SBM.AX

-3.82%

SMR.AX

-9.82%

SDF.AX

-1.41%

SGP.AX

-0.71%

STK.AX

SNZ.AX

-1.59%

SUN.AX

-0.06%

SRL.AX

-6.97%

SUL.AX

0.62%

SLC.AX

-2.33%

SNL.AX

0.4%

SYL.AX

-1.8%

TAH.AX

-0.79%

TBN.AX

-8.21%

TEA.AX

TNE.AX

-0.65%

TLX.AX

0.27%

TLS.AX

1.03%

TPW.AX

-2.83%

A2M.AX

0.75%

TLC.AX

0.75%

SGR.AX

-6%

TVN.AX

-5.3%

TWR.AX

2.56%

TPG.AX

0.62%

TCL.AX

0.54%

TWE.AX

1.86%

TUA.AX

-3.7%

TCG.AX

1.88%

UNI.AX

-3.09%

VAU.AX

-1.48%

VNT.AX

0.76%

VCX.AX

0.63%

VGN.AX

-0.41%

VEA.AX

-0.39%

VUL.AX

-1.18%

VSL.AX

2.66%

WA1.AX

-0.26%

WGN.AX

-1.89%

WAM.AX

0.6%

WGB.AX

0.9%

WLE.AX

1.47%

SOL.AX

0.68%

WPR.AX

1.49%

WEB.AX

-1.62%

WBT.AX

-3.23%

WES.AX

0.23%

WAF.AX

-3.24%

WGX.AX

0.24%

WBC.AX

0.15%

WHF.AX

0.2%

WHC.AX

-1.84%

WIA.AX

-6.59%

WC8.AX

-1.88%

WTC.AX

-3.74%

WDS.AX

-1.62%

WOW.AX

1.07%

WOR.AX

-0.53%

XRO.AX

-2.04%

YAL.AX

-1.59%

ZIM.AX

-1.56%

ZIP.AX

-4.96%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.75	0.04	0.03
SSO ASX Small Caps	15.65	-0.01	-0.06
IVV S&P 500	63.07	0.02	0.03
NDQ Nasdaq	50.99	0.1	0.2
F100 FTSE 100	15.08	0.18	1.21
ASIA Asia Tech	14.83	-0.03	-0.2
IEU Europe	98.20	0.79	0.81
IEM Emerging Markets	82.66	-0.52	-0.63
Gold Gold	62.79	0.74	1.19
ACDC Battery Tech	149.28	1.54	1.04

COMMODITIES	Close($)	-/+	%
Gold	4,695.39	-61.9059	-1.3
Silver	73.01	-2.11	-2.81
Platinum	1,930.79	-32.8748	-1.67
Palladium	1,459.70	-13.3898	-0.91
Ice Brent Crude	100.24	-18.11	-15.3
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6896	-0.003	-0.43
Euro	1.1563	-0.0022	-0.19
British Pound	1.3265	-0.0039	-0.29
Canadian Dollar	1.3893	0.0019	0.14
New Zealand Dollar	0.5729	-0.0023	-0.4
Chinese Yuan	6.8720	-0.026	-0.38
Japanese Yen	159.0700	0.29	0.18

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.54	-1.36%	50.68%	0.28 0.75
BGL	Bellevue Gold Ltd	1.62	0.31%	30.13%	0.78 2.00
BHP	Bhp Group Ltd	52.43	-0.25%	35.15%	33.25 59.39
FMG	Fortescue Ltd	20.73	-1.73%	34.76%	13.18 23.38
NHC	New Hope Corporation Ltd	5.79	-1.62%	58.49%	3.33 6.14
WHC	Whitehaven Coal Ltd	9.03	-2.33%	72.07%	4.26 9.90
NEM	Newmont Cdi	163.48	3.19%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.80	-2.27%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	17.10	1%	62.63%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
EOS	Electro Optic Sy	9.58	6.09
ASG	Autosports Group	2.52	5
ELS	Elsight	6.23	4.71
AAI	Alcoa Corpor Cdi	101.98	4.27
DPM	Dpm Metals Cdi	53.07	3.58
GGP	Greatland Resour	13.43	3.07
EBO	Ebos Group	19.14	3.01
NEM	Newmont Cdi	162.93	2.85
LIC	Lifestyle Commun	4.77	2.8

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SMR	Stanmore Resourc	2.53	-9.82
GNG	Gr Engineering S	3.81	-9.72
TBN	Tamboran Res Cdi	0.31	-8.21
SRL	Sunrise Energy	8.41	-6.97
WIA	Wia Gold	0.43	-6.59
SDR	Siteminder	2.85	-6.41
CHN	Chalice Mining	1.49	-6.01
SGR	The Star Enterta	0.12	-6
360	Life360 Inc.	18.77	-5.54
BVS	Bravura Solution	1.97	-5.53

OPINION

Latest Market Matters Opinions

02/04/2026 09:45

The Bottom Line

Having deliberately excluded miners, the turnaround potential across the four stocks reviewed today is likely to be modest, however: • We like CBA for a solid +10% appreciation through 2026 plus an attractive dividend. • We like SUL for a 20% recovery plus an attractive dividend in August assuming inflation fears improve sooner rather than later. • We like RHC at these levels, though deescalation in the Middle-East and the post-war recovery that follows is likely to have less influence on the hospital operator. • We like the risk/reward towards WOW back around $35 for this defensive turnaround story.

02/04/2026 09:45

Woolworths Group Ltd (ASX:WOW) $36.35

WOW arguably breaks the mold here having surged ~13% after delivering a strong 1H result in February Here. The stock hasn’t corrected in line with the broader market sell off, having enjoyed a safety/defensive bid through the Iran War.

ACTION

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Market Matters Content

What Matters Today: War Fear Fading – 4 Stocks MM likes to Ride the Rebound

Morning report 02/04/2026

Afternoon Report

The Match Out: ASX kicks off April with a bang as Materials and Tech lead broad rally

Afternoon report 01/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

MAF

BTU US

IREN US

PLS

PDN

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Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 25/03/2026

Why is Sandfire up +7% today?

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

ASX: SFR 25/03/2026

Morning Report

What Matters Today: War Fear Fading – 4 Stocks MM likes to Ride the Rebound

Morning report 02/04/2026

Afternoon Report

The Match Out: ASX kicks off April with a bang as Materials and Tech lead broad rally

Afternoon report 01/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

WOW

RHC

SUL

CBA

URNM

GDX

WIRE

MAF

BTU US

IREN US

PLS