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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

4.68%

ABG.AX

AIS.AX

5.56%

AGL.AX

0.36%

A1M.AX

4.79%

AIZ.AX

-0.68%

AAI.AX

3.67%

ALK.AX

6.67%

A4N.AX

ALQ.AX

2.49%

AMC.AX

3.33%

AOV.AX

0.78%

AMP.AX

2.08%

ALD.AX

1.04%

ANN.AX

2.01%

ANZ.AX

1.35%

APA.AX

-0.2%

ARU.AX

ARB.AX

-1.09%

ARF.AX

0.63%

ARG.AX

0.44%

ALL.AX

-0.21%

AYA.AX

6.09%

APZ.AX

1.93%

ASX.AX

-1.4%

ALX.AX

AUB.AX

-0.11%

AIA.AX

-0.42%

AZJ.AX

0.49%

ABB.AX

-0.84%

ASB.AX

2.44%

AAC.AX

AFI.AX

0.44%

AUI.AX

0.36%

BOQ.AX

0.16%

BMN.AX

0.61%

BCI.AX

3.7%

BPT.AX

0.6%

BGA.AX

1.54%

BGL.AX

5.14%

BEN.AX

0.77%

BNZ.AX

8.79%

BHP.AX

1.56%

BKI.AX

BC8.AX

4.35%

XYZ.AX

2.25%

BSL.AX

3.03%

BOE.AX

7.14%

BXB.AX

1.81%

BVS.AX

4.52%

BRE.AX

0.44%

BRG.AX

-0.53%

BGP.AX

BFL.AX

-0.67%

BWP.AX

0.53%

CMM.AX

10.13%

CSC.AX

0.22%

CAR.AX

0.47%

CIN.AX

-1.47%

CYL.AX

19.18%

CAT.AX

CWP.AX

1.89%

CNI.AX

-1.32%

CIP.AX

COF.AX

0.56%

CGF.AX

1.57%

CIA.AX

3.86%

CHI.AX

CHC.AX

1.82%

CLW.AX

0.83%

CQR.AX

CQE.AX

1.15%

CNU.AX

-1.38%

C79.AX

3.93%

CVL.AX

1.62%

CU6.AX

2.79%

CWY.AX

1.71%

CUV.AX

-0.1%

CBO.AX

COH.AX

3.83%

CDA.AX

-0.09%

COL.AX

0.78%

CKF.AX

0.13%

CBA.AX

2.41%

CPU.AX

3.01%

CEN.AX

-0.53%

CXO.AX

9.43%

CCP.AX

-0.56%

CMW.AX

1.19%

CSL.AX

3.45%

CCL.AX

-2.92%

DBI.AX

DTL.AX

-0.84%

DTR.AX

7.69%

DYL.AX

0.68%

DRR.AX

0.22%

DVP.AX

0.8%

DXS.AX

0.18%

DXI.AX

DDR.AX

0.34%

DGT.AX

-3.6%

DJW.AX

0.69%

DMP.AX

0.06%

DOW.AX

0.89%

DPM.AX

6.54%

DRO.AX

0.84%

DUR.AX

-1.66%

DNL.AX

0.51%

APE.AX

3.16%

EBO.AX

3.13%

EIQ.AX

-5.71%

ELD.AX

-1.12%

EOS.AX

1.4%

ELV.AX

4.87%

ELS.AX

4.98%

EHL.AX

EMR.AX

6.34%

EDV.AX

-0.59%

ERA.AX

EQR.AX

-1.64%

EUR.AX

-2.44%

EVN.AX

8.83%

EVT.AX

0.71%

FCL.AX

-7.46%

FFM.AX

5.21%

FPH.AX

2.38%

FPR.AX

1.73%

FBU.AX

1.47%

FLT.AX

1.5%

FRS.AX

-1.1%

FMG.AX

-3.16%

FRW.AX

FGX.AX

-0.37%

FGG.AX

0.59%

GLF.AX

1.34%

GDG.AX

9.14%

GNE.AX

GMD.AX

16.7%

GNP.AX

-1.66%

GMG.AX

-0.39%

GPT.AX

0.21%

GQG.AX

0.34%

GNG.AX

0.77%

GNC.AX

-1.66%

GGP.AX

4.07%

GOZ.AX

0.47%

GCI.AX

-0.48%

GYG.AX

3.75%

GWA.AX

0.87%

HSN.AX

-1.57%

HVN.AX

0.22%

HGH.AX

1.52%

HM1.AX

3.06%

HLI.AX

1.42%

HMC.AX

1.66%

HDN.AX

0.4%

HUB.AX

6.44%

IEL.AX

-2.16%

IGO.AX

1.21%

ILU.AX

IMD.AX

0.74%

IMR.AX

-1.97%

IFT.AX

-0.95%

INA.AX

1.36%

ING.AX

-1.45%

IAG.AX

-0.98%

IDX.AX

0.5%

IPG.AX

-4.4%

IPX.AX

-0.95%

IPH.AX

2.93%

IRE.AX

JHX.AX

0.38%

JBH.AX

0.74%

JDO.AX

-2.22%

JMS.AX

KAR.AX

0.36%

KLS.AX

-0.46%

KCN.AX

6.72%

KKC.AX

-1.44%

GLS.AX

-0.48%

LGF.AX

2.58%

L1G.AX

0.84%

LSF.AX

1.47%

LRV.AX

4.1%

LFS.AX

0.55%

LLC.AX

0.65%

LFG.AX

3.66%

360.AX

0.99%

LIC.AX

1.5%

LNW.AX

1.1%

LIN.AX

2.69%

LTR.AX

2.1%

LOV.AX

-1.65%

LYL.AX

1.46%

LYC.AX

2.19%

MA1.AX

-0.25%

MAF.AX

5.18%

MGH.AX

-1.84%

MAH.AX

-1.69%

MQG.AX

0.56%

MAQ.AX

-6.03%

MAD.AX

3.67%

MFG.AX

-1.94%

MMS.AX

MPL.AX

0.2%

MP1.AX

-2.84%

MCY.AX

0.37%

MEZ.AX

-0.63%

MSB.AX

0.49%

MLX.AX

2.31%

MTS.AX

1.69%

MOT.AX

0.91%

MXT.AX

1.05%

MMI.AX

1.16%

MFF.AX

1.36%

MIN.AX

2.05%

MI6.AX

3.4%

MIR.AX

1.21%

MGR.AX

0.59%

MND.AX

0.77%

MYR.AX

-1.64%

MYS.AX

-0.43%

NAN.AX

2.45%

NAB.AX

0.42%

NGI.AX

2.02%

NWL.AX

NEU.AX

-1.53%

NHC.AX

1.32%

NEM.AX

4.98%

NWS.AX

2.53%

NXG.AX

1.95%

NXT.AX

-2.69%

NHF.AX

0.71%

NCK.AX

NIC.AX

-1.05%

NEC.AX

2.81%

NST.AX

11.75%

NWH.AX

0.42%

NUF.AX

-0.76%

OCL.AX

-13.46%

OML.AX

-0.35%

OPH.AX

0.41%

OBM.AX

7.69%

ORI.AX

1.05%

ORG.AX

-1.15%

ORA.AX

-0.72%

PDN.AX

0.3%

PNR.AX

4.37%

PPC.AX

-1.74%

PPM.AX

6.31%

PRN.AX

2.2%

PPT.AX

1.33%

PCI.AX

0.92%

PRU.AX

7.19%

PXA.AX

-21.29%

PNI.AX

1.9%

PL8.AX

-0.72%

PLS.AX

1.95%

PGF.AX

-1.49%

PNV.AX

3.16%

PDI.AX

4.79%

PMV.AX

-0.69%

PME.AX

1.81%

PWH.AX

-2.96%

PYC.AX

-4.95%

QAN.AX

-0.09%

QBE.AX

-1%

QAL.AX

6.23%

QRI.AX

-0.63%

QUB.AX

0.39%

RMS.AX

RHC.AX

1.21%

REA.AX

1.98%

RDX.AX

-1.09%

REH.AX

0.74%

RF1.AX

3.43%

RPL.AX

5.78%

RG1.AX

1.24%

RGN.AX

REG.AX

4.02%

RRL.AX

8.16%

RWC.AX

2.11%

RMD.AX

4.02%

RSG.AX

3.61%

SGLLV.AX

3.57%

RIC.AX

RIO.AX

-0.06%

RXL.AX

RFF.AX

1.02%

RYM.AX

-0.55%

SFR.AX

3.92%

STO.AX

0.14%

SCG.AX

1.57%

SEK.AX

1.99%

SHV.AX

0.82%

SRV.AX

SSM.AX

1.97%

SGH.AX

SHA.AX

1.37%

SIG.AX

2.2%

SLX.AX

SGM.AX

0.88%

SDR.AX

2.06%

SKS.AX

-2.63%

SKC.AX

-2.11%

SIQ.AX

1.51%

SHL.AX

1.58%

S32.AX

SX2.AX

4.95%

SXE.AX

-2.65%

SPK.AX

-0.98%

SRG.AX

-0.26%

SBM.AX

5.21%

SMR.AX

0.44%

SDF.AX

SGP.AX

1.25%

SKG.AX

-0.38%

SNZ.AX

0.14%

SUN.AX

-3.72%

SRL.AX

4.47%

SUL.AX

0.86%

SLC.AX

-0.32%

SNL.AX

-0.99%

SYL.AX

-1.06%

TAH.AX

3.11%

TEA.AX

-0.34%

TNE.AX

2.52%

TLX.AX

-1.75%

TLS.AX

-0.2%

TPW.AX

-0.9%

A2M.AX

2.42%

TLC.AX

-1.97%

SGR.AX

1.08%

TVN.AX

14.06%

THL.AX

2.5%

TWR.AX

-1.29%

TPG.AX

-0.82%

TCL.AX

0.49%

TWE.AX

1.56%

TUA.AX

2.65%

TCG.AX

8.25%

TRA.AX

UNI.AX

0.39%

VAU.AX

8.06%

VNT.AX

0.33%

VCX.AX

2.33%

VGN.AX

0.33%

VMM.AX

5.71%

VEA.AX

0.94%

VUL.AX

0.98%

VSL.AX

2.4%

VYS.AX

-1.51%

WA1.AX

4.49%

WGN.AX

3.04%

WAM.AX

1.95%

WGB.AX

-0.91%

WLE.AX

1.47%

SOL.AX

1.56%

WPR.AX

0.42%

WQG.AX

-2.03%

WEB.AX

-0.7%

WBT.AX

1.42%

WES.AX

1.61%

WAF.AX

4.68%

WGX.AX

6.95%

WBC.AX

0.65%

WHF.AX

0.42%

WHC.AX

0.8%

WIA.AX

3.16%

WC8.AX

WTN.AX

WTC.AX

1.85%

WDS.AX

-0.57%

WOW.AX

1.09%

WOR.AX

0.09%

XRO.AX

1.43%

YAL.AX

0.54%

ZIM.AX

4.23%

ZIP.AX

4.53%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.56	2.09	1.44
SSO ASX Small Caps	14.67	0	0
IVV S&P 500	71.86	0	0
NDQ Nasdaq	62.07	0	0
F100 FTSE 100	15.27	0	0
ASIA Asia Tech	22.03	0	0
IEU Europe	99.73	0	0
IEM Emerging Markets	97.74	0	0
Gold Gold	55.10	0.77	1.42
ACDC Battery Tech	142.08	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,174.90	52.0997	1.26
Silver	62.40	1.3925	2.28
Platinum	1,637.97	21.72	1.34
Palladium	1,273.71	5.8099	0.46
Ice Brent Crude	71.56	-0.01	-0.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6940	0.0019	0.27
Euro	1.1433	0.0007	0.06
British Pound	1.3351	0.0005	0.04
Canadian Dollar	1.4198	0.0017	0.12
New Zealand Dollar	0.5708	0.0012	0.21
Chinese Yuan	6.7797	-0.0089	-0.13
Japanese Yen	161.3700	0.28	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	0.77	4.79%	131.75%	0.30 0.79
BGL	Bellevue Gold Ltd	1.33	5.14%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.50	1.56%	60.13%	37.56 65.98
FMG	Fortescue Ltd	18.36	-3.16%	18.72%	15.94 23.38
NHC	New Hope Corporation Ltd	5.37	1.32%	38.38%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.59	0.8%	34.22%	5.81 9.90
NEM	Newmont Cdi	142.17	4.98%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	14.14	1.95%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.34	3.92%	64.84%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CYL	Catalyst Metals	6.09	19.18
GMD	Genesis Minerals	6.29	16.7
TVN	Tivan	0.37	14.06
NST	Northern Star Re	22.16	11.75
CMM	Capricorn Metals	14.03	10.13
CXO	Core Lithium	0.29	9.43
GDG	Generation Devel	4.06	9.14
EVN	Evolution Mining	12.82	8.83
BNZ	Benz Mining-cdi	2.60	8.79
TCG	Turaco Gold	0.53	8.25

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PXA	Pexa Group	8.54	-21.29
OCL	Objective Corpor	6.75	-13.46
FCL	Fineos Corporati	2.11	-7.46
MAQ	Macquarie Techno	65.31	-6.03
EIQ	Echoiq	1.65	-5.71
PYC	Pyc Therapeutics	1.54	-4.95
IPG	Ipd Group	5.00	-4.4
SUN	Suncorp Grou	18.63	-3.72
DGT	Digico Infrastru	2.41	-3.6
FMG	Fortescue	18.36	-3.16

OPINION

Latest Market Matters Opinions

03/07/2026 17:10

Broker Moves

• PEXA Group Cut to Neutral at JPMorgan; PT A$10.50 • Suncorp Cut to Neutral at Jarden Securities; PT A$19.70 • QBE Insurance Cut to Underweight at Jarden Securities • Insurance Australia Cut to Neutral at Jarden Securities; PT A$8 • HUB24 Raised to Outperform at Macquarie; PT A$96.25 • Bluescope Cut to Neutral at Barrenjoey; PT A$29 • ASX Cut to Underweight at Barrenjoey; PT A$53.25 • MMA AU Rated New Speculative Buy at Morgans Financial Limited • Mader Group Rated New Buy at Argonaut Securities; PT A$9.50 • Lottery Corp. Cut to Hold at CLSA; PT A$5.90 • Fortescue Cut to Sell at Goldman; PT A$16.90 • Mayne Pharma Cut to Speculative Buy at Canaccord; PT A$3.84 • Avita Medical GDRs Cut to Hold at Morgans Financial Limited • Atlas Arteria Cut to Underperform at RBC; PT A$4.75

03/07/2026 17:03

Pexa Group (ASX: PXA) $8.54

PXA -21.29%: was hit today after IPART released its draft recommendation on Electronic Lodgement Network Operator service fees, proposing a meaningful reduction in the revenue PEXA can earn from its core Exchange business.

ACTION

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Market Matters Content

ETF Friday: Revisiting Five Tech ETFs as Meta threatens to pop the Semiconductor Bubble

Morning report 03/07/2026

Afternoon Report

The Match Out: Gold glitters as rate hopes drive the ASX higher

Afternoon report 03/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/07/2026

Aristocrat Leisure Ltd (ASX: ALL) and Light & Wonder (ASX: LNW)

Hi James and Team Can I have your current view on ALL & LNW. Over the last fortnight Aristocrat has improved by about 12% while Light & Wonder has dropped by around 18%. MMatters hold LNW in your portfolio. What outlook do you have on these 2 stocks? I hold both ALL & LNW -I'm actually breakeven in ALL at the moment and 16% down in LNW - Is this consumer discretionary sector one to be in at the moment? Would you continue to hold ALL or redirect these funds into another sector of the market? Do you still prefer LNW to ALL? regards Debbie

Ask James

Question asked 04/07/2026

Endeavour Group Ltd (ASX: EDV) and Ventia Services Group Ltd (ASX: VNT)

Hi James, Thanks again for your daily reports - I find them very enlightening and helpful. You wrote about Endeavour back in March and I was wondering if you had any updated thoughts? According to CommSec, analysts are very divided on this one with 6 buys and 6 sells. Like a lot of investors I received Endeavour shares because I owned Woolworths at the time and have since topped up because they initially did very well. However, now I'm sitting with quite a loss and wonder whether it's time to sell or could they come back? Also, I would appreciate your opinion on Ventia as an infrastructure share. Many thanks, Judy

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