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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.24	0	0
SSO ASX Small Caps	14.57	0	0
IVV S&P 500	71.84	0	0
NDQ Nasdaq	60.84	0	0
F100 FTSE 100	15.03	0	0
ASIA Asia Tech	20.90	0	0
IEU Europe	95.77	0	0
IEM Emerging Markets	95.78	0	0
Gold Gold	55.90	0	0
ACDC Battery Tech	119.80	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,360.72	17.56	0.4
Silver	66.36	0.3325	0.5
Platinum	1,811.07	13.5075	0.75
Palladium	1,312.90	11.8367	0.91
Ice Brent Crude	100.02	-3.85	-3.71
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7119	0.0004	0.06
Euro	1.1462	0	0
British Pound	1.3368	0.0005	0.04
Canadian Dollar	1.4032	0	0
New Zealand Dollar	0.5714	0.0002	0.04
Chinese Yuan	6.6953	0	0
Japanese Yen	157.2800	-0.01	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	0%	122.22%	0.36 0.89
BGL	Bellevue Gold Limited	1.55	0%	0.00%	1.03 2.00
BHP	Bhp Group Ltd	60.78	0%	52.74%	40.00 68.77
FMG	Fortescue Ltd	16.72	0%	-10.77%	16.14 23.38
NHC	New Hope Corporation Ltd	6.05	0%	51.54%	3.77 6.61
WHC	Whitehaven Coal Limited	7.75	0%	18.89%	6.33 9.90
NEM	Newmont Cdi	172.39	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.42	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.90	0%	78.41%	12.50 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.39
4DX	4dmedical	4.11
ABG	Abacus Group Unt	0.83
AIS	Aeris Resources	0.49
AGL	Agl Energy	8.45
A1M	Aic Mines	0.80
AIZ	Air New Zealand	0.34
AAI	Alcoa Corpor Cdi	62.18
ALK	Alkane Resources	1.95
A4N	Alpha Hpa	0.54

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.22
ZIM	Zimplats Holding	15.30
YAL	Yancoal Australi	5.77
XRO	Xero	60.08
WOR	Worley	9.86
WOW	Woolworths Group	38.10
WDS	Woodside Energy	32.44
WTC	Wisetech Global	31.77
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.75

OPINION

Latest Market Matters Opinions

22/09/2026 09:01

The Bottom Line

We are taking heed of the BofA Survey and see no reason to increase our exposure to the consumer staples sector.

22/09/2026 09:00

Metcash delivered its FY26 result in June here, with the standout read being earnings had stabilised, but growth was hard to come by - echoes of Coles. Metcash (MTS) is trading on just 12.1x forward earnings, roughly half the multiple of Coles and Woolworths, while early FY27 sales growth has remained positive across Food, Liquor and Hardware.

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Market Matters Content

Macro Monday: The ASX 200 is following the 2022 roadmap into October

Morning report 21/09/2026

Afternoon Report

The Match Out: ASX holds its nerve as tech keeps bleeding; Perpetual rejects EQT’s best-and-final

Afternoon report 21/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/09/2026

Potential RBA rate hikes and any effects on Gryphon Capital (ASX: GCI)

Hi, Let’s assume that the RBA raise interest rates at least once more, possibly twice, by the end of the year. The Big 4 banks are also reporting a fall in mortgage applications and I assume that other lenders are finding the same thing. Given that GCI invest a significant amount of capital in RMBS, do you think these two factors will affect their investments and returns? Will there be enough issuances for them to invest in? Their recent wholesale capital raising ($86.25m) was fully subscribed and they will be offering a purchase plan for retail investors in the next few months, which would suggest they’re confident that they can still find offerings to invest in. Could they be forced to look at lower-grade debt to soak up the extra capital they’ve received? Cheers, Carl

Ask James

Question asked 19/09/2026

Suncorp (ASX: SUN) and CSL Ltd (ASX: CSL)

Hi James and Team Can I have your current view on SUN & CSL. What target price do you see for both in the next few months? Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this? regards Debbie

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