scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

KKC.AX

1.79%

ABG.AX

0.83%

ASK.AX

0.33%

AX1.AX

ADT.AX

0.98%

AGL.AX

1.38%

AIZ.AX

1.83%

AAI.AX

-0.07%

A4N.AX

-0.58%

ALQ.AX

0.19%

AMC.AX

-0.99%

AOV.AX

0.51%

AMP.AX

1.19%

AEL.AX

ALD.AX

0.67%

ANN.AX

0.26%

ANZ.AX

1.31%

APA.AX

-0.12%

ARB.AX

0.49%

ARF.AX

0.27%

ARG.AX

0.56%

ALL.AX

-0.87%

APZ.AX

0.29%

ASX.AX

1.22%

ALX.AX

1.7%

AUB.AX

0.2%

AIA.AX

1.01%

AD8.AX

-9.22%

AMI.AX

3.28%

AZJ.AX

0.34%

ABB.AX

3.19%

ASB.AX

5.23%

AAC.AX

ACL.AX

-1.06%

AEF.AX

1.67%

AFG.AX

-0.45%

AFI.AX

0.41%

AUI.AX

1.29%

BOQ.AX

2.04%

BAP.AX

0.19%

BCI.AX

3.51%

BPT.AX

0.38%

BLX.AX

4.19%

BGA.AX

1.44%

BGL.AX

1.6%

BEN.AX

2.5%

BHP.AX

-0.58%

BKI.AX

BC8.AX

2.41%

XYZ.AX

0.67%

BSL.AX

1.85%

BOE.AX

-1.81%

BOT.AX

-2.94%

BXB.AX

0.17%

BVS.AX

-2.83%

BRG.AX

-0.48%

BKW.AX

-0.54%

BFL.AX

1.71%

BWP.AX

0.56%

CMM.AX

1.96%

CSC.AX

-2.71%

CAR.AX

0.37%

CIN.AX

2.62%

CYL.AX

7.76%

CAT.AX

3.38%

CWP.AX

0.46%

CNI.AX

0.6%

CIP.AX

0.65%

COF.AX

-0.4%

CGF.AX

CIA.AX

-3.02%

CHC.AX

3.11%

CLW.AX

CNU.AX

2.12%

CQR.AX

1.52%

C79.AX

-1.38%

CQE.AX

CVL.AX

-1.85%

CU6.AX

5.54%

CWY.AX

0.72%

CBO.AX

COH.AX

-1.24%

CDA.AX

1.83%

COL.AX

1.14%

CKF.AX

-1.83%

CBA.AX

1.26%

CPU.AX

1.32%

CEN.AX

0.47%

CTD.AX

1.33%

CCP.AX

-1.31%

CMW.AX

-1.41%

CSL.AX

-0.95%

CCL.AX

-1.02%

DBI.AX

-0.73%

DTL.AX

-1.48%

DYL.AX

-1.93%

DRR.AX

0.26%

DVP.AX

-1.28%

DXS.AX

0.57%

DXI.AX

DDR.AX

DGT.AX

-1.45%

DUI.AX

1.11%

DJW.AX

0.65%

DHG.AX

-0.46%

DMP.AX

-2.2%

DOW.AX

0.5%

DRO.AX

9.38%

DNL.AX

APE.AX

1.45%

EBO.AX

1.37%

ELD.AX

-4.35%

EMR.AX

1.46%

EDV.AX

1.46%

EQT.AX

-1.34%

EVN.AX

3.95%

EVT.AX

0.31%

FCL.AX

-6.82%

FFM.AX

0.47%

FPH.AX

-1.41%

FPR.AX

-1%

FBU.AX

1.03%

FLT.AX

-1.75%

FMG.AX

0.13%

FGG.AX

0.36%

GEM.AX

GDG.AX

1.21%

GNE.AX

1.9%

GMD.AX

4.62%

GTK.AX

-2.44%

GNP.AX

1.2%

GOR.AX

GMG.AX

1.07%

GPT.AX

GQG.AX

1.44%

GNC.AX

-0.53%

GOZ.AX

0.4%

GCI.AX

-0.5%

GYG.AX

-2.48%

GWA.AX

-1.28%

HSN.AX

-0.19%

HVN.AX

2.09%

HLS.AX

-1.14%

HGH.AX

HM1.AX

-0.65%

HLI.AX

1.73%

HMC.AX

-1.24%

HDN.AX

0.39%

HUB.AX

1.01%

IEL.AX

-48.06%

IGO.AX

2.16%

ILU.AX

-0.83%

IMD.AX

-0.71%

IMR.AX

-0.3%

IFT.AX

0.52%

INA.AX

0.7%

ING.AX

0.8%

IFL.AX

2.65%

IAG.AX

2.92%

IDX.AX

-0.82%

IPX.AX

-0.58%

IPH.AX

-1.44%

IRE.AX

0.35%

JHX.AX

2.14%

JBH.AX

1.91%

JLG.AX

0.79%

JDO.AX

5.78%

JIN.AX

-0.63%

KAR.AX

2.14%

KLS.AX

7.57%

KCN.AX

0.47%

LSF.AX

-0.36%

LFS.AX

LLC.AX

0.35%

LFG.AX

0.64%

360.AX

-2.99%

LIC.AX

-2.14%

LNW.AX

-4.17%

LTR.AX

3.6%

LOV.AX

-0.37%

LYC.AX

-1.24%

MAF.AX

0.55%

MGH.AX

0.25%

MAC.AX

0.16%

MAH.AX

3.57%

MQG.AX

0.91%

MAQ.AX

2.64%

MAD.AX

-0.17%

MFG.AX

0.85%

MMS.AX

1.66%

MPL.AX

1.85%

MP1.AX

MCY.AX

MEZ.AX

0.38%

MSB.AX

1.25%

MTS.AX

0.59%

MOT.AX

-0.25%

MXT.AX

0.5%

MFF.AX

MIN.AX

-5.52%

MIR.AX

0.31%

MGR.AX

-0.86%

MND.AX

0.93%

MYR.AX

0.74%

MYS.AX

0.97%

NAN.AX

-2.24%

NAB.AX

1.19%

NSR.AX

0.43%

NGI.AX

3.48%

NWL.AX

1.26%

NEU.AX

1.03%

NHC.AX

NEM.AX

4.26%

NWS.AX

-0.81%

NXG.AX

-2.11%

NXT.AX

2.02%

NHF.AX

1.02%

NCK.AX

1.48%

NIC.AX

1.53%

NEC.AX

NST.AX

1.82%

NWH.AX

1.09%

NUF.AX

-1.32%

NXL.AX

-1.21%

OCL.AX

-0.05%

OML.AX

-1.49%

OPH.AX

1.88%

OBM.AX

5.88%

ORI.AX

0.16%

ORG.AX

0.56%

ORA.AX

-2.33%

PDN.AX

-1.34%

PNR.AX

1.15%

PGC.AX

-1.25%

PPC.AX

1.53%

PPM.AX

6.95%

PRN.AX

-1.53%

PCI.AX

-0.43%

PPT.AX

-1.07%

PRU.AX

3.09%

PXA.AX

0.56%

PLS.AX

-0.44%

PNI.AX

-0.77%

PL8.AX

1.12%

PGF.AX

1.23%

PNV.AX

0.4%

PDI.AX

PMV.AX

0.05%

PME.AX

0.24%

PFP.AX

1.81%

PWH.AX

0.15%

PYC.AX

QAN.AX

1.97%

QBE.AX

QOR.AX

-2.35%

QRI.AX

0.31%

QAL.AX

1.4%

QUB.AX

0.71%

RMS.AX

RHC.AX

REA.AX

0.35%

RDX.AX

-4.33%

REH.AX

1.54%

RF1.AX

-0.73%

RPL.AX

-0.44%

RGN.AX

0.84%

REG.AX

-1.36%

RRL.AX

2.12%

RWC.AX

-1.14%

RMD.AX

0.61%

RSG.AX

SGLLV.AX

0.18%

RIC.AX

0.36%

RIO.AX

-0.66%

RUL.AX

0.33%

RFF.AX

1.99%

SFR.AX

0.26%

STO.AX

0.62%

SCG.AX

SEK.AX

0.17%

SHV.AX

3.1%

SRV.AX

-0.53%

SSM.AX

1.88%

SGH.AX

1.04%

SLX.AX

-5.8%

SGM.AX

1.92%

SDR.AX

1.07%

SKC.AX

-1.15%

SIQ.AX

1.53%

SHL.AX

-0.6%

S32.AX

0.34%

SX2.AX

4.39%

SPK.AX

0.49%

SPR.AX

-0.43%

SRG.AX

SMR.AX

-1.05%

SDF.AX

0.86%

SGP.AX

SNZ.AX

-0.05%

SUN.AX

2.42%

SUL.AX

0.56%

SLC.AX

1.87%

SNL.AX

-0.57%

TAH.AX

5.8%

TEA.AX

8.62%

TNE.AX

0.63%

TLX.AX

0.04%

TPW.AX

3.06%

A2M.AX

-0.25%

TLC.AX

0.4%

TPG.AX

1.16%

TCL.AX

0.21%

TWE.AX

0.49%

TUA.AX

2.4%

URW.AX

0.41%

UNI.AX

0.26%

VAU.AX

-1.1%

VNT.AX

1.26%

VCX.AX

0.41%

VGL.AX

-5.63%

VEA.AX

5.49%

VUL.AX

1.06%

VSL.AX

-0.46%

WA1.AX

4.6%

WAM.AX

0.65%

WGB.AX

WLE.AX

1.66%

SOL.AX

-0.7%

WPR.AX

1.53%

WEB.AX

1.2%

WES.AX

0.83%

WAF.AX

1.8%

WGX.AX

4.95%

WBC.AX

1.37%

WHF.AX

1.08%

WHC.AX

-0.18%

WTC.AX

0.67%

WDS.AX

0.73%

WOW.AX

0.84%

WOR.AX

XRO.AX

0.29%

YAL.AX

0.39%

ZIM.AX

0.8%

ZIP.AX

0.52%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	141.98	0.92	0.65
SSO ASX Small Caps	14.99	0.09	0.6
IVV S&P 500	61.13	0.49	0.81
NDQ Nasdaq	49.34	0.59	1.21
F100 FTSE 100	14.12	0.035	0.25
ASIA Asia Tech	10.96	0.18	1.67
IEU Europe	98.37	1.02	1.05
IEM Emerging Markets	71.08	0.79	1.12
Gold Gold	48.00	0.64	1.35
ACDC Battery Tech	84.63	0.08	0.09

COMMODITIES	Close($)	-/+	%
Gold	3,351.84	-27.2201	-0.81
Silver	34.50	-0.29	-0.83
Platinum	1,075.57	12.32	1.16
Palladium	1,010.00	21.1272	2.14
Ice Brent Crude	65.12	2.34	3.73
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6463	-0.003	-0.46
Euro	1.1375	-0.0066	-0.58
British Pound	1.3522	-0.0019	-0.14
Canadian Dollar	1.3719	0.0008	0.06
New Zealand Dollar	0.5999	-0.0035	-0.58
Chinese Yuan	7.1872	-0.0119	-0.17
Japanese Yen	143.8600	1.18	0.83

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Group International Ltd	5.81	3.38%	196.57%	1.70 5.88
DBI	Dalrymple Bay Infrastructure Ltd	4.07	-0.73%	48.01%	2.76 4.21
HSN	Hansen Technologies Ltd	5.18	-0.19%	9.26%	4.01 5.88
JHX	James Hardie Industries Plc	36.71	2.14%	-23.19%	31.86 59.53
MGR	Mirvac Group	2.30	-0.86%	18.37%	1.80 2.38
NSR	National Storage Reit	2.33	0.43%	3.57%	2.05 2.59
PDN	Paladin Energy Ltd	5.91	-1.34%	-62.40%	3.93 16.40
RUL	Rpmglobal Holdings Ltd	3.08	0.33%	11.64%	2.17 3.35
SFR	Sandfire Resources Ltd	11.45	0.26%	23.46%	7.79 11.78
WOR	Worley Ltd	12.90	0%	-11.95%	11.07 15.81

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DRO	Droneshield	1.40	9.38
TEA	Tasmea	3.15	8.62
CYL	Catalyst Metals	7.22	7.76
KLS	Kelsian Group	3.41	7.57
PPM	Pepper Money	1.77	6.95
OBM	Ora Banda Mining	1.26	5.88
TAH	Tabcorp Holdings	0.73	5.8
JDO	Judo Capital Hol	1.47	5.78
CU6	Clarity Pharmace	2.00	5.54
VEA	Viva Energy Grp	1.92	5.49

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IEL	Idp Education	3.88	-48.06
AD8	Audinate Group	6.99	-9.22
FCL	Fineos Corporati	2.05	-6.82
SLX	Silex Systems	3.25	-5.8
VGL	Vista Group Inte	3.35	-5.63
MIN	Mineral Resource	18.50	-5.52
ELD	Elders	5.94	-4.35
RDX	Redox	2.65	-4.33
LNW	Light & Wond Cdi	128.27	-4.17
CIA	Champion Iron	4.17	-3.02

OPINION

Latest Market Matters Opinions

03/06/2025 16:57

Broker Moves

• Atturra Rated New Overweight at Barrenjoey; PT A$1.05 • Rio Tinto Cut to Hold at Jefferies; PT A$115

03/06/2025 16:56

IDP Education (IEL) $3.88

IEL –48.06%: today announced a profit downgrade as a result of falling testing volumes, amid continued uncertainty around global immigration and trade policy.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

What Matters Today: As Gold Shines and Copper Climbs, is it time to revisit Lithium?

Morning report 03/06/2025

Afternoon Report

The Match Out: Financials & Gold drive ASX to new 3-month highs

Afternoon report 03/06/2025

Ask James ASK A QUESTION

Ask James

Question asked 30/05/2025

Evolution (EVN) v Ramelius (RMS)

I understand, that Evolution Mining (EVN) receives 25% of it's income from Cu and only the remainder from gold, whereas Ramelius (RMS) gets all it's income from gold. However, when you look at the numbers, RMS looks much more appealing. EVN RMS R/E 11.8 16.4 R/C 10 17 P/E 20.61 7.98 DIV% 1.3 2.8 D/E 48.7 0.8 Shouldn't we have at least part of our gold holdings in RMS? Best regards, John

Ask James

Question asked 30/05/2025

Johns Lyng Group (JLG) and Worley Ltd (WOR)

To the MM Team, There are two stocks that you hold in your portfolios on which I would appreciate your updated view: WOR and JLG. Both stocks have had a period of underperformance. My question is, that in comparison to other undervalued stocks on the ASX do you still think that these two stocks have the best relative growth potential over the next 1-2 years? Keep up the great work, Charles

Featured podcasts Subscribe to podcasts

Tuesday 3rd June – Dow up +35pts, SPI up +69pts 03/06/2025 08:42am Listen now

Monday 2nd June – ASX -20pts, SOL, BKW & JHX 02/06/2025 12:49pm Listen now

Weekly video update Subscribe to videos

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.53% Active Growth Portfolio

19 Shawn’s Trade Ideas

11.13% Active Income Portfolio

15.00% International Equities Portfolio

2.25% Emerging Companies Portfolio

11.19% Core ETF Portfolio

13.53% Active Growth Portfolio 19 Shawn’s Trade Ideas 11.13% Active Income Portfolio 15.00% International Equities Portfolio 2.25% Emerging Companies Portfolio 11.19% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 5-year PA

Latest View Points

IEL

PLS

EVN

SFR

LIT US

GDX

WIRE

BKW

SOL

S32

QPON

IAF

Chart of the week

Crude Oil ($US/oz)

Aus. Investment blog Subscribe to blog

James Hardie (JHX) – Short-term pain for long term growth

James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it's earnings coming from the US.

ASX:JHX 26/03/2025

Helia (HLI) – Life after CBA not as bad as it looks

Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.

ASX: HLI 26/03/2025

Morning Report