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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

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ALL.AX

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AUC.AX

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BOQ.AX

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BHP.AX

BKI.AX

BC8.AX

XYZ.AX

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BMC.AX

BOE.AX

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BVS.AX

BRE.AX

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BTR.AX

BGP.AX

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BWP.AX

CMM.AX

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CAR.AX

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CYL.AX

CAT.AX

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CHC.AX

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CPU.AX

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DBI.AX

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360.AX

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NHC.AX

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NHF.AX

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PCI.AX

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WTC.AX

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YAL.AX

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ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.94	0	0
SSO ASX Small Caps	14.82	0	0
IVV S&P 500	71.49	0	0
NDQ Nasdaq	59.70	0	0
F100 FTSE 100	15.31	0	0
ASIA Asia Tech	20.04	0	0
IEU Europe	98.77	0	0
IEM Emerging Markets	94.13	0	0
Gold Gold	56.56	0	0
ACDC Battery Tech	126.33	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,447.65	-5.018	-0.11
Silver	66.49	0.1365	0.21
Platinum	1,791.44	-28.7099	-1.58
Palladium	1,360.73	-61.0239	-4.29
Ice Brent Crude	89.37	-0.33	-0.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7163	0.0004	0.06
Euro	1.1614	0.003	0.26
British Pound	1.3544	0.001	0.07
Canadian Dollar	1.3855	-0.0046	-0.33
New Zealand Dollar	0.5914	0.0004	0.07
Chinese Yuan	6.7197	-0.0063	-0.09
Japanese Yen	159.7400	-0.27	-0.17

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	0%	167.19%	0.32 0.89
BGL	Bellevue Gold Limited	1.60	0%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	66.23	0%	56.48%	39.30 68.77
FMG	Fortescue Ltd	17.70	0%	-6.57%	17.44 23.38
NHC	New Hope Corporation Ltd	6.03	0%	35.84%	3.77 6.17
WHC	Whitehaven Coal Limited	8.55	0%	24.66%	5.94 9.90
NEM	Newmont Cdi	177.10	0%	0.00%	113.66 190.91
NXG	Nexgen Ene Cdi	14.55	0%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.94	0%	86.27%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.38
4DX	4dmedical	3.42
ABG	Abacus Group Unt	0.88
AIS	Aeris Resources	0.50
AGL	Agl Energy	8.58
A1M	Aic Mines	0.81
AIZ	Air New Zealand	0.32
AAI	Alcoa Corpor Cdi	69.35
ALK	Alkane Resources	1.90
A4N	Alpha Hpa	0.56

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.50
ZIM	Zimplats Holding	17.00
YAL	Yancoal Australi	6.18
XRO	Xero	82.87
WOR	Worley	10.22
WOW	Woolworths Group	40.31
WDS	Woodside Energy	32.42
WTC	Wisetech Global	40.38
WC8	Wildcat Resource	0.38
WIA	Wia Gold	0.48

OPINION

Latest Market Matters Opinions

31/08/2026 17:09

Broker Moves

• Dicker Data Cut to Neutral at Barrenjoey; PT A$15 • Asara Resources Ltd Rated New Speculative Buy at Canaccord • NEXTDC Cut to Hold at Morgans Financial Limited; PT A$15 • Boss Energy Cut to Sell at Morgans Financial Limited; PT A$1.30 • Objective Corp Cut to Equal-Weight at Morgan Stanley; PT A$7.25 • Boss Energy Cut to Sell at Ord Minnett; PT A$1 • 29Metals Raised to Overweight at Jarden Securities • PEXA Group Raised to Neutral at Jarden Securities; PT A$6.90 • McMillan Shakespeare Cut to Hold at Bell Potter; PT A$19.90 • Integrated Research Cut to Hold at Bell Potter • Metals X Cut to Hold at Canaccord; PT A$1.90 • PEXA Group Raised to Buy at UBS; PT A$8.35 • ECHOiQ Cut to Hold at Shaw and Partners; PT A$1.50 • FleetPartners Group Cut to Hold at Canaccord; PT A$4.50 • Synlait Milk Raised to Accumulate at CLSA; PT NZ$0.50 • Micro-X Cut to Hold at Morgans Financial Limited

31/08/2026 17:08

Liontown Resources (ASX:LTR) $1.225

LTR +2.51%: The lithium junior posted FY26 production that was better than the headline revenue number suggests. Sales more than doubled as Kathleen Valley ramped up, and while revenue came in slightly below expectations, earnings were more than 20% ahead of consensus and the company swung comfortably back into profit.

ACTION

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Market Matters Content

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

Morning report 31/08/2026

Afternoon Report

The Match Out: Earnings out, macro in – ASX closes mildly lower in topsy turvy session

Afternoon report 31/08/2026

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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Latest View Points

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

FANG

LNAS

NDQ

SEMI

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 27/08/2026

Why is Ramsay Health Care (ASX: RHC) up ~14%

Ramsay Health Care (RHC) is punching higher after delivering a strong FY26 result driven largely by cost management, particularly in the UK, with broad-based success across geographies.

ASX:RHC 27/08/2026

Morning Report

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

Morning report 31/08/2026

Afternoon Report

The Match Out: Earnings out, macro in – ASX closes mildly lower in topsy turvy session

Afternoon report 31/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Ask James

Question asked 28/08/2026

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

Latest View Points

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

FANG

LNAS

NDQ

SEMI

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 27/08/2026

Why is Ramsay Health Care (ASX: RHC) up ~14%

Ramsay Health Care (RHC) is punching higher after delivering a strong FY26 result driven largely by cost management, particularly in the UK, with broad-based success across geographies.

ASX:RHC 27/08/2026

Opinion + Action