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ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.45	0	0
SSO ASX Small Caps	16.32	0	0
IVV S&P 500	70.89	0	0
NDQ Nasdaq	62.98	0	0
F100 FTSE 100	15.03	0	0
ASIA Asia Tech	23.62	0	0
IEU Europe	103.83	0	0
IEM Emerging Markets	101.18	0	0
Gold Gold	55.97	0	0
ACDC Battery Tech	169.33	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,203.01	-5.5808	-0.13
Silver	65.55	-0.266	-0.4
Platinum	1,692.98	-2.6297	-0.16
Palladium	1,273.29	-5.1151	-0.4
Ice Brent Crude	79.26	-0.29	-0.36
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7014	0	0
Euro	1.1457	0.0001	0.01
British Pound	1.3201	-0.0001	-0.01
Canadian Dollar	1.4133	-0.0003	-0.02
New Zealand Dollar	0.5755	0.0001	0.02
Chinese Yuan	6.7686	0.0109	0.16
Japanese Yen	161.3200	-0.05	-0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	0%	112.86%	0.30 0.79
BGL	Bellevue Gold Ltd	1.54	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.04	0%	75.84%	35.52 65.98
FMG	Fortescue Ltd	19.97	0%	29.76%	14.31 23.38
NHC	New Hope Corporation Ltd	5.42	0%	40.36%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.11	0%	45.90%	5.31 9.90
NEM	Newmont Cdi	153.71	0%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.88	0%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	21.25	0%	82.20%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.30
4DX	4dmedical	3.86
ABG	Abacus Group Unt	1.01
ASK	Abacus Storage K	1.38
AIS	Aeris Resources	0.43
AGL	Agl Energy	8.55
A1M	Aic Mines	0.75
AGI	Ainsworth Game T	1.55
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	89.28

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.84
ZIM	Zimplats Holding	14.43
YAL	Yancoal Australi	5.80
XRO	Xero	71.64
WOR	Worley	12.72
WOW	Woolworths Group	38.12
WDS	Woodside Energy	28.62
WTC	Wisetech Global	37.00
WTN	Winton Land	2.20
WC8	Wildcat Resource	0.63

OPINION

Latest Market Matters Opinions

18/06/2026 16:44

What Mattered Today

The ASX 200 fell away throughout the session as Federal Reserve policymakers under new chair Kevin Warsh signalled the chance of a rate hike later this year, hitting tech, financials and rate-sensitive growth names. Defensives held up best, with Consumer Staples and Healthcare the only sectors to post a meaningful gain, while Energy, Materials and IT led the market lower. Oil extended its slide as the US-Iran deal on reopening the Strait of Hormuz raised hopes for a quick return of Gulf supply, while gold and iron ore stayed under pressure from firmer US rate expectations underpinning a rise in the $US.

18/06/2026 16:42

Broker Moves

• SGH Ltd Reinstated Buy at Morgans Financial Limited; PT A$52.75 • Southern Cross Electrical Cut to Hold at Shaw and Partners • Ebos Cut to Neutral at Forsyth Barr; PT NZ$24 • Sims Cut to Neutral at Jarden Securities; PT A$30.50 • GPT Group Cut to Neutral at Barrenjoey; PT A$5.30 • Karoon Energy Cut to Underperform at Macquarie; PT A$1.50 • Wildcat Resources Rated New Outperform at Macquarie • Nick Scali Cut to Neutral at JPMorgan; PT A$17.10 • Cuscal Rated New Buy at Goldman; PT A$6 • DevEx Resources Rated New Speculative Buy at Bell Potter

ACTION

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Market Matters Content

What Matters Today: Travel stocks take off as Ceasefire gets acknowledged

Morning report 18/06/2026

Afternoon Report

The Match Out: ASX falls on Fed rate-hike risk, oil slides on Hormuz deal

Afternoon report 18/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/06/2026

Washington H Soul Patts (ASX: SOL) divesting real estate

Dear MM Team, Once again, I need to ask for your explanations, because I just don't understand the significance of the announcement SOL has made today. I have become a SOL investor, when Brickworks was acquired. To me, the main attraction of BKW was, their vast land holding left over from clay mining for manufacturing bricks. Most of the land was bought cheaply, many decades ago, on the perimeters of large towns. They had (or have) a joint venture agreement with GMG, where BKW provided the land and GMG erected the building. It has created an income stream, without any additional investment! Today announcement says SOL had agreed to sell certain Brickworks property to GMG for $1.89b! Why? Later the same announcement state that some of the JV properties have been retained. Could you please give us your highly valued opinion, how is this beneficial to us, shareholders? There is no reason to sell income producing, well managed properties, unless you can better reinvest the new funds. So, what will SOL do with the proceeds? How will we benefit? Best regards, John

Ask James

Question asked 19/06/2026

Anyone else having trouble with Magellan Financial Management (ASX: MFG)?

Wondering how other investors are dealing with the chaotic Magellan Financial at the moment? They have merged with Barrenjoey and their website is a mess. Almost none of the links work. Of huge annoyance to me is that MGOC - a flagship fund no longer exists in that ticker, and has been almost secretly changed to V1AC, which I'm guessing refers to one of their new "partners" - Vinva Investment Management. Has anyone heard of them? I have not experienced a mid-stream change for unknown reasons like this in 23 years of investing, and it will take me over 20 hours of reformatting 68 spreadsheets to fix it. Has anyone else experienced difficulties with the decline in this previous giant of Australian investing?

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