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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.73%

4DX.AX

-3.16%

ABG.AX

-0.96%

ASK.AX

-1.47%

AX1.AX

-1.42%

AGL.AX

-0.54%

AIZ.AX

-2.74%

AAI.AX

-7.85%

ALK.AX

-1.04%

A4N.AX

ALQ.AX

-0.78%

AMC.AX

-2.89%

AOV.AX

-1.86%

AMP.AX

1.64%

AEL.AX

-1.83%

ALD.AX

0.7%

ANN.AX

-1.05%

ANZ.AX

0.43%

APA.AX

-1.1%

ARU.AX

-7.55%

ARB.AX

0.05%

ARF.AX

0.15%

ARG.AX

0.34%

ALL.AX

1.97%

APZ.AX

-0.39%

ASX.AX

0.08%

ALX.AX

-0.33%

AUB.AX

-0.18%

AIA.AX

-1.04%

AZJ.AX

-1.14%

ABB.AX

0.21%

ASB.AX

-1.46%

AAC.AX

-1.55%

AFI.AX

-0.76%

AUI.AX

-1.13%

ASG.AX

2.39%

BOQ.AX

0.43%

BMN.AX

-1.27%

BCI.AX

2.7%

BPT.AX

-1.75%

BGA.AX

BGL.AX

-4.76%

BEN.AX

0.5%

BNZ.AX

-9.17%

BHP.AX

-2.61%

BKI.AX

0.15%

BC8.AX

-4.37%

XYZ.AX

1.89%

BSL.AX

0.57%

BOE.AX

-2.3%

BXB.AX

0.36%

BVS.AX

BRE.AX

-0.59%

BRG.AX

0.74%

BGP.AX

BFL.AX

BWP.AX

-1.09%

CMM.AX

-2.34%

CSC.AX

-1.34%

CAR.AX

1.36%

CIN.AX

CYL.AX

-1.32%

CAT.AX

1.35%

CWP.AX

-1.43%

CNI.AX

-0.16%

CIP.AX

0.17%

COF.AX

CHN.AX

-2.99%

CGF.AX

1.64%

CIA.AX

-4.21%

CHC.AX

-1.16%

CLW.AX

0.14%

CQR.AX

0.52%

CQE.AX

-0.57%

CNU.AX

0.77%

C79.AX

-2.26%

CVL.AX

-2.6%

CU6.AX

0.72%

CWY.AX

-1.29%

CBO.AX

0.33%

COH.AX

0.5%

CDA.AX

0.06%

COL.AX

0.84%

CKF.AX

-0.51%

CBA.AX

0.35%

CPU.AX

-0.57%

CEN.AX

CXO.AX

-3.57%

CCP.AX

-0.69%

CMW.AX

-0.63%

CSL.AX

1.33%

CCL.AX

-1.84%

DBI.AX

1.22%

DTL.AX

-0.14%

DTR.AX

-9.38%

DYL.AX

0.45%

DRR.AX

-1.54%

DVP.AX

-4.51%

DXS.AX

-1.01%

DXI.AX

DDR.AX

-0.58%

DGT.AX

-2.4%

DUI.AX

DJW.AX

DMP.AX

-0.51%

DOW.AX

-0.46%

DPM.AX

-3.79%

DRO.AX

-8.55%

DUR.AX

1.32%

DNL.AX

-2.12%

APE.AX

1.05%

EBO.AX

0.5%

ELD.AX

2.26%

EOS.AX

-6.84%

ELV.AX

-2.86%

ELS.AX

-4.75%

EHL.AX

-1.28%

EMR.AX

-3.52%

EDV.AX

-0.68%

ERA.AX

-14.29%

EQR.AX

7.55%

EQT.AX

EVN.AX

-1.64%

EVT.AX

1.55%

FCL.AX

2.99%

FFM.AX

-2.4%

FPH.AX

-1.14%

FPR.AX

-0.41%

FBU.AX

-1.09%

FLT.AX

0.43%

FML.AX

-3.13%

FMG.AX

-2.15%

FRW.AX

FGX.AX

-0.57%

FGG.AX

-1.57%

GLF.AX

-2.2%

GDG.AX

1.57%

GNE.AX

GMD.AX

2.36%

GTK.AX

2.85%

GNP.AX

-2.06%

GMG.AX

0.16%

GPT.AX

0.22%

GQG.AX

1.21%

GNG.AX

-1.28%

GNC.AX

0.32%

GGP.AX

-4.27%

GOZ.AX

0.23%

GCI.AX

0.5%

GYG.AX

-0.62%

GWA.AX

-0.91%

HSN.AX

-0.84%

HVN.AX

-0.29%

HGH.AX

HM1.AX

1.81%

HLI.AX

-0.62%

HMC.AX

-0.43%

HDN.AX

HUB.AX

-1.4%

IEL.AX

-0.51%

IGO.AX

-2.07%

ILU.AX

-4.05%

IMD.AX

-3.17%

IMR.AX

1.92%

IFT.AX

0.56%

INA.AX

-2.02%

ING.AX

-0.27%

IFL.AX

0.11%

IAG.AX

0.83%

IDX.AX

1.06%

IPX.AX

-0.42%

IPH.AX

0.15%

IRE.AX

0.43%

JHX.AX

-2.78%

JBH.AX

-1.5%

JDO.AX

1.67%

JMS.AX

-1.89%

KAR.AX

-2.86%

KLS.AX

-1.16%

KCN.AX

-3.35%

KKC.AX

0.48%

GLS.AX

-0.58%

L1G.AX

-2.65%

LSF.AX

0.79%

LRV.AX

-5.33%

LFS.AX

-7.92%

LLC.AX

2.08%

LFG.AX

360.AX

-2.79%

LIC.AX

-2.63%

LNW.AX

-2.09%

LIN.AX

-2.33%

LTR.AX

-3.81%

LOV.AX

4.14%

LYL.AX

-3.75%

LYC.AX

-4.26%

MA1.AX

MAF.AX

-1.07%

MGH.AX

0.63%

MAH.AX

-2.38%

MQG.AX

0.06%

MAQ.AX

-0.78%

MAD.AX

-1.2%

MFG.AX

0.68%

MAU.AX

MMS.AX

-0.85%

MPL.AX

-0.12%

MP1.AX

2.69%

MCY.AX

2.88%

MEZ.AX

-0.66%

MSB.AX

2.42%

MLX.AX

-6.3%

MTS.AX

1.57%

MOT.AX

MXT.AX

-0.52%

MFF.AX

0.54%

MIN.AX

-1.73%

MI6.AX

-7.92%

MIR.AX

-0.4%

MGR.AX

-0.56%

MND.AX

-0.55%

MYR.AX

-4.92%

MYS.AX

-0.46%

NAN.AX

-0.29%

NAB.AX

0.21%

NSR.AX

0.36%

NGI.AX

-1.95%

NWL.AX

1.38%

NEU.AX

0.53%

NHC.AX

1.81%

NEM.AX

-4.19%

NWS.AX

-0.23%

NXG.AX

-1.4%

NXT.AX

-1.35%

NHF.AX

1.33%

NCK.AX

1.03%

NIC.AX

-1.98%

NEC.AX

1.17%

NST.AX

-2.14%

NWH.AX

-1.84%

NUF.AX

-1.18%

OCL.AX

3.08%

OML.AX

-0.27%

OPH.AX

-1.87%

OBM.AX

-6.84%

ORI.AX

-0.36%

ORG.AX

1.83%

ORA.AX

-1.17%

PDN.AX

-1.47%

PNR.AX

-1.01%

PPC.AX

-1.36%

PPM.AX

-3.23%

PRN.AX

-1.46%

PPT.AX

0.76%

PCI.AX

0.47%

PRU.AX

-2%

PXA.AX

-0.69%

PNI.AX

1.02%

PL8.AX

0.36%

PLS.AX

0.24%

PGF.AX

0.7%

PNV.AX

0.27%

PDI.AX

-7.5%

PMV.AX

7.03%

PME.AX

0.58%

PFP.AX

-0.48%

PWH.AX

-0.89%

PYC.AX

-0.37%

QAN.AX

-1.25%

QBE.AX

0.38%

QAL.AX

-2.48%

QRI.AX

0.65%

QUB.AX

0.82%

RAC.AX

-4.83%

RMS.AX

-2.08%

RHC.AX

-0.47%

REA.AX

0.6%

RDX.AX

1.89%

REH.AX

-0.29%

RF1.AX

-1.52%

RPL.AX

RG1.AX

-0.92%

RGN.AX

REG.AX

1.18%

RRL.AX

-2.99%

RWC.AX

0.95%

RMD.AX

-0.22%

RSG.AX

-3.44%

SGLLV.AX

-0.33%

RIC.AX

-1.32%

RIO.AX

-3.33%

RXL.AX

-5.38%

RFF.AX

0.25%

RYM.AX

SFR.AX

-1.4%

SMI.AX

-2.6%

STO.AX

-0.56%

SCG.AX

SEK.AX

2.06%

SHV.AX

0.52%

SRV.AX

-2.35%

SSM.AX

0.25%

SGH.AX

-0.2%

SHA.AX

-1.43%

SIG.AX

3.2%

SLX.AX

-1.75%

SGM.AX

-3.44%

SDR.AX

-2.69%

SKC.AX

-1.19%

SIQ.AX

-0.13%

SHL.AX

0.83%

S32.AX

-3.46%

SX2.AX

-6.19%

SXE.AX

-4.67%

SPK.AX

-0.28%

SRG.AX

-2.06%

SBM.AX

-2.7%

SMR.AX

1.95%

SDF.AX

-0.12%

SGP.AX

-0.57%

SNZ.AX

SUN.AX

1.53%

SRL.AX

-17.28%

SUL.AX

0.62%

SLC.AX

-0.64%

SNL.AX

0.39%

SYL.AX

-2.02%

TAH.AX

0.26%

TEA.AX

-0.7%

TNE.AX

3.8%

TLX.AX

2.74%

TLS.AX

0.09%

TPW.AX

1.69%

A2M.AX

1.06%

TLC.AX

SGR.AX

2.17%

TVN.AX

-2.5%

TWR.AX

TPG.AX

0.37%

TCL.AX

-0.79%

TWE.AX

-2.28%

TUA.AX

2.3%

TCG.AX

-6.45%

UNI.AX

-0.12%

VAU.AX

-3.87%

VNT.AX

-0.79%

VCX.AX

-0.63%

VGN.AX

-3.29%

VEA.AX

0.21%

VUL.AX

-2.35%

VSL.AX

-0.5%

WA1.AX

-1.07%

WGN.AX

-2.15%

WAM.AX

-0.3%

WGB.AX

WLE.AX

-0.18%

SOL.AX

0.86%

WPR.AX

0.82%

WEB.AX

1.25%

WBT.AX

-4.61%

WES.AX

-0.5%

WAF.AX

-2.25%

WGX.AX

-3.81%

WBC.AX

0.89%

WHF.AX

0.39%

WHC.AX

1.9%

WIA.AX

-3.41%

WTC.AX

3.67%

WDS.AX

-0.03%

WOW.AX

-0.42%

WOR.AX

1.53%

XRO.AX

0.84%

YAL.AX

0.62%

ZIM.AX

-1.1%

ZIP.AX

-1.35%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	142.79	-0.36	-0.25
SSO ASX Small Caps	15.40	0	0
IVV S&P 500	62.39	-0.34	-0.54
NDQ Nasdaq	50.82	-0.33	-0.65
F100 FTSE 100	14.39	-0.09	-0.62
ASIA Asia Tech	15.37	-0.105	-0.68
IEU Europe	94.24	-0.3	-0.32
IEM Emerging Markets	82.49	-0.22	-0.27
Gold Gold	60.20	-2.84	-4.51
ACDC Battery Tech	137.00	-1.64	-1.18

COMMODITIES	Close($)	-/+	%
Gold	4,648.63	0.4049	0.01
Silver	72.80	-0.1026	-0.14
Platinum	1,963.10	-8.0001	-0.41
Palladium	1,434.25	-12.6466	-0.87
Ice Brent Crude	107.59	0.21	0.2
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7076	-0.001	-0.14
Euro	1.1571	-0.0017	-0.15
British Pound	1.3419	-0.0011	-0.08
Canadian Dollar	1.3739	0.0001	0.01
New Zealand Dollar	0.5872	0	0
Chinese Yuan	6.8998	0.0272	0.4
Japanese Yen	157.8200	0.1	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.47	-4.12%	42.67%	0.28 0.75
BGL	Bellevue Gold Ltd	1.40	-5.1%	21.13%	0.78 2.00
BHP	Bhp Group Ltd	47.20	-2.38%	22.22%	33.25 59.39
FMG	Fortescue Ltd	18.67	-1.97%	18.25%	13.18 23.38
NHC	New Hope Corporation Ltd	5.63	1.81%	30.27%	3.33 5.54
WHC	Whitehaven Coal Ltd	9.07	1.34%	49.83%	4.26 9.59
NEM	Newmont Cdi	140.11	-4.2%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.23	-1.04%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.56	-1.02%	48.23%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.29	7.55
PMV	Premier Investme	13.40	7.03
LOV	Lovisa Holdings	21.11	4.14
TNE	Technology One	26.74	3.8
WTC	Wisetech Global	42.99	3.67
SIG	Sigma Healthcare	2.75	3.2
OCL	Objective Corpor	12.05	3.08
FCL	Fineos Corporati	2.41	2.99
MCY	Mercury Nz	5.35	2.88
GTK	Gentrack Group	6.14	2.85

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	6.51	-17.28
ERA	Energy Resources	0.00	-14.29
DTR	Dateline Resourc	0.44	-9.38
BNZ	Benz Mining-cdi	1.98	-9.17
DRO	Droneshield	3.85	-8.55
MI6	Minerals 260	0.55	-7.92
LFS	Latitude Group	0.93	-7.92
AAI	Alcoa Corpor Cdi	82.43	-7.85
ARU	Arafura Rare Ear	0.25	-7.55
PDI	Predictive Disco	0.74	-7.5

OPINION

Latest Market Matters Opinions

20/03/2026 09:21

VanEck Gold Miners ETF (GDX) $127.73

In October, the precious metals market underwent a major shakeout as the crowded trade unwound in a classic panic. In a single session, spot gold plunged as much as 6.3%, its sharpest one-day fall in over a decade, while spot silver tumbled 8.7%, despite no specific catalyst - it looks like we’re now experiencing the second chapter. The precious metals day-to-day moves are being driven by oil, short-dated credit markets and traders' perception of the Iran war. Whenever doubts creep into the market that Jerome Powell won’t be able to cut rates, the precious comes under pressure.

20/03/2026 09:20

Global X Copper Miners ETF (WIRE) $21.42

ACTION

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Market Matters Content

ETF Friday: Looking at 4 ETFs in the cross hairs of the Middle East conflict

Morning report 20/03/2026

Afternoon Report

The Match Out: Gold under pressure, energy soars as ASX takes a hit

Afternoon report 19/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Thoughts on PE1 as a vehicle to get exposure to SpaceX

With rising chatter over the likely public listing of SpaceX is MM keen to get exposure to what may be the largest ipo in history! If so do you see PE1, Pengana Private Equity Trust as a good vehicle to gain exposure? I’ve read that SpaceX is now 14% of the fund but is otherwise diversified across 550 private companies also including Anthropic and OpenAi, other ipo likely exciting candidates.

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

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