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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.63%

4DX.AX

6.21%

ABG.AX

-0.41%

ASK.AX

-1.69%

AX1.AX

1.52%

AIS.AX

12.36%

AGL.AX

4.33%

AIZ.AX

AAI.AX

-0.22%

ALK.AX

3.57%

A4N.AX

2.03%

ALQ.AX

0.45%

AMC.AX

AOV.AX

0.9%

AMP.AX

1.46%

AEL.AX

-0.36%

ALD.AX

-1.09%

ANN.AX

0.03%

ANZ.AX

-1.25%

APA.AX

0.43%

ARU.AX

ARB.AX

1.45%

ARF.AX

-1.38%

ARG.AX

0.11%

ALL.AX

-0.68%

AYA.AX

8.61%

APZ.AX

0.19%

ASX.AX

0.36%

ALX.AX

-0.99%

AUB.AX

0.32%

AIA.AX

AZJ.AX

1.13%

ABB.AX

-1.3%

ASB.AX

0.15%

AAC.AX

-0.69%

ACL.AX

2.1%

AEF.AX

-0.52%

AFG.AX

2.13%

AFI.AX

-0.97%

AUI.AX

0.09%

ASG.AX

-1.55%

BOQ.AX

-0.46%

BMN.AX

2.39%

BAP.AX

3.57%

BCI.AX

-2.6%

BPT.AX

-1.26%

BLX.AX

1.38%

BGA.AX

0.17%

BGL.AX

2.71%

BEN.AX

-0.39%

BHP.AX

-0.17%

BKI.AX

BC8.AX

3.9%

XYZ.AX

0.73%

BSL.AX

2.28%

BOE.AX

3.19%

BXB.AX

0.21%

BVS.AX

-0.78%

BRE.AX

0.46%

BRG.AX

-0.13%

BFL.AX

0.39%

BWP.AX

0.26%

CMM.AX

0.83%

CSC.AX

2.17%

CAR.AX

0.35%

CIN.AX

1.62%

CYL.AX

-0.59%

CAT.AX

0.19%

CWP.AX

0.45%

CNI.AX

-3.48%

CIP.AX

-0.29%

COF.AX

-0.84%

CHN.AX

2.86%

CGF.AX

0.11%

CIA.AX

2.47%

CHC.AX

-0.92%

CLW.AX

-0.97%

CQR.AX

-0.98%

CQE.AX

-0.96%

CNU.AX

-0.62%

C79.AX

2.4%

CVL.AX

-0.71%

CU6.AX

1.12%

CWY.AX

-0.37%

CUV.AX

3.39%

CBO.AX

0.98%

COH.AX

-0.48%

CDA.AX

0.55%

COL.AX

-0.22%

CKF.AX

1.57%

CBA.AX

-1.12%

CPU.AX

0.76%

CEN.AX

-1.53%

CXO.AX

4.65%

CCP.AX

1.09%

CMW.AX

-1.09%

CSL.AX

0.06%

CCL.AX

1.27%

DBI.AX

0.45%

DTL.AX

-1.84%

DTR.AX

7.02%

DYL.AX

3.15%

DRR.AX

0.25%

DVP.AX

3.91%

DXS.AX

-0.69%

DXI.AX

-0.72%

DDR.AX

0.75%

DGT.AX

4.87%

DUI.AX

DJW.AX

-0.97%

DMP.AX

0.99%

DOW.AX

2.59%

DPM.AX

-1.51%

DRO.AX

-1%

DNL.AX

0.59%

APE.AX

-3.72%

EBO.AX

1.22%

ELD.AX

-0.27%

EOS.AX

1.56%

ELV.AX

5.86%

EHL.AX

2.99%

EMR.AX

0.76%

EDV.AX

1.93%

EOL.AX

3.21%

ERA.AX

-20%

EQT.AX

0.73%

EVN.AX

-0.25%

EVT.AX

-1.64%

FCL.AX

0.33%

FFM.AX

3.89%

FPH.AX

0.97%

FPR.AX

3.03%

FBU.AX

1.74%

FLT.AX

6.54%

FML.AX

10.67%

FMG.AX

0.52%

FGX.AX

0.39%

FGG.AX

0.32%

GEM.AX

-0.69%

GLF.AX

0.78%

GDG.AX

-0.45%

GNE.AX

-0.47%

GMD.AX

-1.48%

GTK.AX

4.22%

GNP.AX

-1.06%

GMG.AX

-0.17%

GPT.AX

-0.18%

GQG.AX

1.93%

GNG.AX

-0.71%

GNC.AX

-0.62%

GGP.AX

2.72%

GOZ.AX

-0.78%

GCI.AX

GYG.AX

0.98%

GWA.AX

HSN.AX

-1.19%

HVN.AX

-0.43%

HLS.AX

-2%

HGH.AX

HM1.AX

0.31%

HLI.AX

1.07%

HMC.AX

9.01%

HDN.AX

HUB.AX

-0.65%

IEL.AX

-0.38%

IGO.AX

1.8%

ILU.AX

-1.38%

IMD.AX

-1.15%

IFT.AX

1.91%

INA.AX

-0.76%

ING.AX

1.22%

IFL.AX

-0.66%

IAG.AX

0.39%

IDX.AX

0.76%

IPX.AX

0.39%

IPH.AX

1.15%

IRE.AX

0.11%

JHX.AX

1.71%

JBH.AX

1.51%

JDO.AX

0.95%

JIN.AX

1.32%

JMS.AX

KAR.AX

KLS.AX

-0.65%

KCN.AX

1.9%

KKC.AX

L1G.AX

LSF.AX

LRV.AX

3.64%

LFS.AX

LLC.AX

1.16%

LFG.AX

2.65%

360.AX

2.64%

LIC.AX

-0.35%

LNW.AX

0.62%

LIN.AX

2.63%

LTR.AX

-1.37%

LOV.AX

0.63%

LYL.AX

2.8%

LYC.AX

0.14%

MA1.AX

MAF.AX

-0.21%

MGH.AX

0.67%

MAH.AX

1.75%

MQG.AX

0.27%

MAQ.AX

0.16%

MAD.AX

1.25%

MFG.AX

0.74%

MMS.AX

1.65%

MPL.AX

-0.63%

MEK.AX

3.92%

MP1.AX

-0.63%

MCY.AX

0.91%

MEZ.AX

0.4%

MSB.AX

0.74%

MTM.AX

7.37%

MLX.AX

3.39%

MTS.AX

-1.33%

MOT.AX

-0.8%

MXT.AX

-0.77%

MFF.AX

-0.83%

MIN.AX

2.19%

MIR.AX

-0.94%

MGR.AX

-1.37%

MND.AX

-1.14%

MYR.AX

1.1%

MYS.AX

NAN.AX

1.42%

NAB.AX

-0.99%

NSR.AX

1.12%

NGI.AX

-1.03%

NWL.AX

0.67%

NEU.AX

2.72%

NHC.AX

0.79%

NEM.AX

1.98%

NWS.AX

-0.07%

NXG.AX

2.2%

NXT.AX

-1.17%

NHF.AX

-0.14%

NCK.AX

2.14%

NIC.AX

1.4%

NEC.AX

-0.46%

NST.AX

0.74%

NWH.AX

3.96%

NUF.AX

0.81%

NXL.AX

0.77%

OCL.AX

0.79%

OCA.AX

OML.AX

1.59%

OPH.AX

-0.32%

OBM.AX

3.1%

ORI.AX

1.06%

ORG.AX

0.43%

ORA.AX

0.45%

PDN.AX

3.44%

PNR.AX

5.48%

PPC.AX

PPM.AX

-1.61%

PRN.AX

2.45%

PPT.AX

-0.26%

PCI.AX

-0.44%

PRU.AX

1.07%

PXA.AX

-0.98%

PLS.AX

2.53%

PNI.AX

3.16%

PL8.AX

0.35%

PGF.AX

1.08%

PNV.AX

2.5%

PDI.AX

5.83%

PMV.AX

-1.86%

PME.AX

-0.06%

PFP.AX

2.24%

PWH.AX

0.98%

PYC.AX

4.23%

QAN.AX

0.6%

QBE.AX

1.05%

QOR.AX

QAL.AX

-3.6%

QRI.AX

1.26%

QUB.AX

-2.21%

RAC.AX

3.26%

RMS.AX

0.83%

RHC.AX

1.49%

REA.AX

-1.33%

RDX.AX

-1.36%

REH.AX

-0.16%

RF1.AX

1.2%

RPL.AX

0.32%

RGN.AX

REG.AX

0.51%

RRL.AX

1.23%

RWC.AX

0.48%

RMD.AX

0.36%

RSG.AX

1.35%

SGLLV.AX

-0.72%

RIC.AX

1.94%

RIO.AX

-0.07%

RUL.AX

RFF.AX

RYM.AX

-0.39%

SFR.AX

1.16%

SMI.AX

3.7%

STO.AX

SCG.AX

0.25%

SEK.AX

-0.08%

SHV.AX

9.51%

SRV.AX

0.43%

SSM.AX

0.9%

SGH.AX

0.23%

SHA.AX

SIG.AX

-0.35%

SLX.AX

2.74%

SGM.AX

0.88%

SDR.AX

0.61%

SKC.AX

0.69%

SPZ.AX

6.46%

SIQ.AX

4.15%

SHL.AX

-0.09%

S32.AX

SX2.AX

3.16%

SXE.AX

1.27%

SPK.AX

1.53%

SRG.AX

0.35%

SBM.AX

1.79%

SMR.AX

2.22%

SDF.AX

-0.76%

SGP.AX

-1.15%

SNZ.AX

-0.09%

SUN.AX

-3.57%

SRL.AX

7.29%

SUL.AX

-0.06%

SLC.AX

3.31%

SNL.AX

0.97%

SYL.AX

7.36%

TAH.AX

0.53%

TEA.AX

3.01%

TNE.AX

-0.07%

TLX.AX

-0.52%

TLS.AX

0.2%

TPW.AX

7.4%

A2M.AX

-0.31%

TLC.AX

0.18%

SGR.AX

TVN.AX

-2.04%

TWR.AX

-0.29%

TPG.AX

-1.06%

TCL.AX

-0.53%

TWE.AX

1.39%

TUA.AX

1.41%

TCG.AX

5.05%

TRA.AX

1.33%

TYR.AX

0.96%

UNI.AX

0.35%

VAU.AX

2.67%

VNT.AX

0.17%

VCX.AX

-0.4%

VGN.AX

-0.33%

VEA.AX

1.44%

VUL.AX

VSL.AX

1.4%

WA1.AX

4.27%

WGN.AX

0.28%

WAM.AX

-0.28%

WGB.AX

0.84%

WLE.AX

0.39%

SOL.AX

1.1%

WPR.AX

-0.38%

WEB.AX

4.15%

WBT.AX

0.77%

WES.AX

0.59%

WAF.AX

3.69%

WGX.AX

0.66%

WBC.AX

-0.79%

WHF.AX

0.54%

WHC.AX

WIA.AX

WTC.AX

4.73%

WDS.AX

-0.36%

WOW.AX

3.24%

WOR.AX

0.23%

XRO.AX

-0.73%

YAL.AX

1.49%

ZIM.AX

0.88%

ZIP.AX

0.89%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.10	-0.08	-0.06
SSO ASX Small Caps	16.93	0	0
IVV S&P 500	69.84	0.3	0.43
NDQ Nasdaq	57.18	0.19	0.33
F100 FTSE 100	14.84	0	0
ASIA Asia Tech	14.23	0	0
IEU Europe	100.85	0.05	0.05
IEM Emerging Markets	82.67	-0.66	-0.79
Gold Gold	58.72	0.49	0.84
ACDC Battery Tech	135.89	0.21	0.15

COMMODITIES	Close($)	-/+	%
Gold	4,230.37	73.1	1.76
Silver	56.71	3.27	6.12
Platinum	1,672.50	64.48	4.01
Palladium	1,450.45	11.88	0.83
Ice Brent Crude	63.19	-0.15	-0.24
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6547	0.0014	0.21
Euro	1.1595	0.0003	0.03
British Pound	1.3236	-0.0003	-0.02
Canadian Dollar	1.3973	-0.0056	-0.4
New Zealand Dollar	0.5734	0.0006	0.1
Chinese Yuan	7.0750	-0.004	-0.06
Japanese Yen	156.1300	-0.15	-0.1

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.51	0.45%	33.43%	3.31 4.93
DDR	Dicker Data Ltd	10.68	0.75%	28.21%	7.58 10.70
GQG	Gqg Partners Inc	1.85	1.93%	-19.57%	1.43 2.61
HUB	Hub24 Ltd	103.70	-0.65%	36.54%	48.84 122.03
JHX	James Hardie Ind	30.37	1.71%	-46.46%	24.41 58.82
MGR	Mirvac Group	2.16	-1.37%	-1.82%	1.81 2.46
NSR	National Storage Reit	2.71	1.12%	7.11%	2.05 2.72
PDN	Paladin Energy Ltd	8.12	3.44%	4.64%	3.93 9.95
WTC	Wisetech Global Ltd	73.02	4.73%	-41.98%	61.49 134.26
XRO	Xero Ltd	122.25	-0.73%	-30.49%	116.71 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AIS	Aeris Resources	0.50	12.36
FML	Focus Minerals L	3.32	10.67
SHV	Select Harvests	4.49	9.51
HMC	Hmc Capltd Fpo	3.87	9.01
AYA	Artrya	3.28	8.61
TPW	Temple & Webster	15.52	7.4
MTM	Metallium	1.02	7.37
SYL	Symal Group	2.77	7.36
SRL	Sunrise Energy	6.62	7.29
DTR	Dateline Resourc	0.31	7.02

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-20
APE	Eagers Automotiv	28.48	-3.72
QAL	Qualitas	3.75	-3.6
SUN	Suncorp Grou	17.56	-3.57
CNI	Centuria Capital	2.22	-3.48
BCI	Bci Minerals	0.38	-2.6
QUB	Qube Holdings	4.86	-2.21
TVN	Tivan	0.24	-2.04
HLS	Healius	0.98	-2
PMV	Premier Investme	17.90	-1.86

OPINION

Latest Market Matters Opinions

29/11/2025 09:00

First Up

The ASX 200 bounced back +2.4% last week following dovish comments from several Fed members. Gains were broad-based, with tech, materials, healthcare, and the industrial sectors all advancing by over 4%; only the Energy sector failed to advance. This week's rise on the ASX came despite Wednesday's higher-than-expected local inflation figures, which prompted speculation from some that the RBA may hike interest rates next year. Even so, the future path of Australian interest rates remains debated, and some market economists maintain the RBA could still cut rates from today's level of 3.6% - MM believes there will be no change, just plenty of speculation until 2027.

28/11/2025 17:09

Broker Moves

• Temple & Webster Raised to Neutral at UBS; PT A$14.80 • Harvey Norman Cut to Neutral at UBS; PT A$7.50 • Suncorp Cut to Neutral at JPMorgan; PT A$20 • Woolworths Group Raised to Overweight at JPMorgan; PT A$31 • Nick Scali Rated New Buy at Bell Potter; PT A$27

ACTION

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Market Matters Content

ETF Friday: Looking at Four “new age” ETFs

Morning report 28/11/2025

Afternoon Report

The Match Out: ASX firms in quiet session, posts best weekly gain in 2025 up +2.35%

Afternoon report 28/11/2025

Ask James ASK A QUESTION

Ask James

Question asked 29/11/2025

Suncorp Group Ltd (SUN)

Hi James, Shawn and Team Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN? regards Debbie

Ask James

Question asked 29/11/2025

ETF to track Mineral Stocks like ARU, ILU – rare earths.

Hi Gentlemen, in the morning podcast you share the performance of the global Commodity ETF’s to provide insight on how our local resource stocks may perform, is there a good ETF to track to predict how our Critical mineral stocks ie ARU,ILU May perform. Thankyou in advance. Regards Jeff

Featured podcasts Subscribe to podcasts

Wednesday 10th September – Dow up +196pts, SPI down -4pts 10/09/2025 08:27am Listen now

Weekly video update Subscribe to videos

Market Matters Video Update: Portfolio Performance update for September 2024 11/10/2024

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Latest View Points

CRYP

GAME

HACK

MA1

BAP

ALX

REH

MVF

WJL

QUB

TPW

NVO US

Chart of the week

VIX Futures Spread Shows Bottoming Condition – Tom McCellan

Aus. Investment blog Subscribe to blog

Bendigo Bank (BEN) leads the Banking Sector lower

Bendigo Bank falls ~8% as review finds deficiencies with its approach to money laundering & terror financing risk.

ASX:BEN 18/11/2025

Why is Technology One (TNE) down ~14%!

Technology One shares drop the most since 2019 after the application software firm reported missed FY25 revenue expectations

ASX:TNE 18/11/2025

Morning Report

ETF Friday: Looking at Four “new age” ETFs

Morning report 28/11/2025

Afternoon Report

The Match Out: ASX firms in quiet session, posts best weekly gain in 2025 up +2.35%

Afternoon report 28/11/2025

Ask James ASK A QUESTION

Ask James

Question asked 29/11/2025

Suncorp Group Ltd (SUN)

Hi James, Shawn and Team Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN? regards Debbie

Ask James

Question asked 29/11/2025

ETF to track Mineral Stocks like ARU, ILU – rare earths.

Latest View Points

CRYP

GAME

HACK

MA1

BAP

ALX

REH

MVF