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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

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AIZ.AX

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ALK.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.59	0	0
SSO ASX Small Caps	14.66	0	0
IVV S&P 500	71.05	0	0
NDQ Nasdaq	59.03	0	0
F100 FTSE 100	15.26	0	0
ASIA Asia Tech	19.89	0	0
IEU Europe	97.60	0	0
IEM Emerging Markets	93.88	0	0
Gold Gold	55.26	0	0
ACDC Battery Tech	122.02	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,389.28	2.9854	0.07
Silver	65.41	0.0968	0.15
Platinum	1,760.71	0.7997	0.05
Palladium	1,346.25	0.8748	0.07
Ice Brent Crude	95.38	0.73	0.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7167	-0.0001	-0.01
Euro	1.1587	0.0004	0.03
British Pound	1.3482	-0.0002	-0.01
Canadian Dollar	1.3842	0	0
New Zealand Dollar	0.5849	0.0001	0.02
Chinese Yuan	6.7190	-0.0012	-0.02
Japanese Yen	158.7700	0.07	0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.84	0%	145.45%	0.00 0.00
BGL	Bellevue Gold Limited	1.59	0%	0.00%	0.00 0.00
BHP	Bhp Group Ltd	64.65	0%	56.53%	0.00 0.00
FMG	Fortescue Ltd	16.61	0%	-5.99%	0.00 0.00
NHC	New Hope Corporation Ltd	6.10	0%	35.18%	0.00 0.00
WHC	Whitehaven Coal Limited	8.55	0%	28.15%	0.00 0.00
NEM	Newmont Cdi	170.31	0%	0.00%	0.00 0.00
NXG	Nexgen Ene Cdi	13.86	0%	0.00%	0.00 0.00
SFR	Sandfire Resources Limited	22.37	0%	83.82%	0.00 0.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.35
4DX	4dmedical	3.39
ABG	Abacus Group Unt	0.86
AIS	Aeris Resources	0.49
AGL	Agl Energy	8.75
A1M	Aic Mines	0.84
AIZ	Air New Zealand	0.32
AAI	Alcoa Corpor Cdi	70.82
ALK	Alkane Resources	1.90
A4N	Alpha Hpa	0.64

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.43
ZIM	Zimplats Holding	16.53
YAL	Yancoal Australi	6.11
XRO	Xero	81.22
WOR	Worley	9.82
WOW	Woolworths Group	39.62
WDS	Woodside Energy	33.08
WTC	Wisetech Global	37.65
WC8	Wildcat Resource	0.38
WIA	Wia Gold	0.46

OPINION

Latest Market Matters Opinions

02/09/2026 17:00

What Mattered Today

The ASX came under pressure today as another surge in oil and global bond yields weighed on risk appetite. Crude oil pushed higher as tensions between the US and Iran escalated, adding to inflation concerns at a time when global central banks are already leaning increasingly hawkish.

02/09/2026 16:34

Broker Moves

• Centuria Capital Raised to Buy at Moelis & Company; PT A$1.83 • Super Retail Raised to Hold at Jefferies; PT A$12.25 • Telstra Group Raised to Overweight at Barrenjoey; PT A$5.50 • Ampol Cut to Hold at Jefferies; PT A$45 • Dalrymple Bay Raised to Accumulate at Morgans Financial Limited • SmartGroup Raised to Accumulate at Morgans Financial Limited • REA Group Cut to Neutral at Citi; PT A$191.30

ACTION

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Market Matters Content

Portfolio Positioning: The “SaaSpocalypse” is showing signs of being wrong!

Morning report 02/09/2026

Afternoon Report

The Match Out: Bond yields and oil rattle the ASX as miners and tech weigh

Afternoon report 02/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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