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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

17.62%

ABG.AX

1.98%

ASK.AX

-0.36%

AGL.AX

0.35%

A1M.AX

0.67%

AGI.AX

-2.26%

AIZ.AX

4.11%

AAI.AX

-6.88%

ALK.AX

-2.14%

A4N.AX

1.18%

ALQ.AX

-3.25%

AMC.AX

1.15%

AOV.AX

-0.46%

AMP.AX

-1.89%

ALD.AX

-0.6%

ANN.AX

0.77%

ANZ.AX

-0.31%

APA.AX

-1.25%

ARU.AX

ARB.AX

3.48%

ARF.AX

2.85%

ARG.AX

1.95%

ALL.AX

2.61%

AYA.AX

3.23%

APZ.AX

2.74%

ASX.AX

2.36%

ALX.AX

AUB.AX

-0.18%

AIA.AX

-0.86%

AMI.AX

-4.69%

AZJ.AX

-0.24%

ABB.AX

0.39%

ASB.AX

-2.01%

AAC.AX

-1.49%

AFI.AX

1.1%

AUI.AX

0.27%

BOQ.AX

0.32%

BMN.AX

-3.41%

BCI.AX

1.45%

BPT.AX

-2.53%

BGA.AX

1.25%

BGL.AX

-4.55%

BEN.AX

0.67%

BNZ.AX

-4.5%

BHP.AX

-5.6%

BKI.AX

-1.12%

BC8.AX

-3.32%

XYZ.AX

-0.73%

BSL.AX

-1.39%

BXB.AX

2.07%

BVS.AX

-1.38%

BRE.AX

-5.03%

BRG.AX

-1.23%

BGP.AX

BFL.AX

-0.84%

BWP.AX

-0.26%

CMM.AX

-2.48%

CSC.AX

-3.65%

CAR.AX

-0.22%

CIN.AX

0.59%

CYL.AX

-2.33%

CAT.AX

-1.25%

CWP.AX

-3.28%

CNI.AX

CIP.AX

1.67%

COF.AX

1.09%

CHN.AX

-4.07%

CGF.AX

0.61%

CIA.AX

-2.2%

CHI.AX

CHC.AX

0.22%

CLW.AX

1.08%

CQR.AX

1.02%

CQE.AX

1.53%

CNU.AX

0.38%

C79.AX

0.32%

CVL.AX

CU6.AX

-0.91%

CWY.AX

-1.66%

CUV.AX

3.73%

CBO.AX

-3.08%

COH.AX

3.37%

CDA.AX

-1.1%

COL.AX

1.24%

CKF.AX

-0.12%

CBA.AX

0.1%

CPU.AX

-1.18%

CEN.AX

-0.25%

CXO.AX

5.17%

CCP.AX

0.93%

CMW.AX

2.25%

CSL.AX

7.62%

CCL.AX

-1.58%

DBI.AX

-0.34%

DTL.AX

-2.33%

DTR.AX

2.94%

DYL.AX

-9.88%

DRR.AX

-1.34%

DVP.AX

-1.86%

DXS.AX

0.34%

DXI.AX

1.65%

DDR.AX

0.65%

DGT.AX

3.98%

DJW.AX

-1.45%

DMP.AX

2.9%

DOW.AX

-1.46%

DPM.AX

-7.92%

DRO.AX

DUR.AX

-1.72%

DNL.AX

-1.3%

APE.AX

0.22%

EBO.AX

2.42%

EIQ.AX

0.41%

ELD.AX

1.76%

EOS.AX

14.13%

ELV.AX

-1.09%

ELS.AX

1.29%

EMR.AX

-3.38%

EDV.AX

4.57%

ERA.AX

EQR.AX

-1.82%

EQT.AX

1.68%

EUR.AX

-1.18%

EVN.AX

-5.07%

EVT.AX

1.57%

FCL.AX

-0.5%

FFM.AX

-4.3%

FPH.AX

-1.13%

FPR.AX

-2.43%

FBU.AX

-0.75%

FLT.AX

-1.57%

FML.AX

-3.72%

FRS.AX

-3.92%

FMG.AX

-1.1%

FRW.AX

0.09%

FGX.AX

FGG.AX

-2.85%

GLN.AX

-6.67%

GLF.AX

1.71%

GDG.AX

4.78%

GNE.AX

-2.76%

GMD.AX

-4.18%

GNP.AX

-1.96%

GMG.AX

-2.51%

GPT.AX

0.4%

GQG.AX

0.68%

GNG.AX

-0.88%

GNC.AX

-1.76%

GGP.AX

-4.5%

GOZ.AX

2.64%

GCI.AX

0.49%

GYG.AX

-1.77%

GWA.AX

2.64%

HSN.AX

-2.22%

HVN.AX

0.84%

HGH.AX

1.99%

HM1.AX

-0.69%

HLI.AX

4.13%

HMC.AX

2.01%

HDN.AX

1.95%

HUB.AX

-6.58%

IEL.AX

6.67%

IGO.AX

-5.44%

ILU.AX

3.03%

IMD.AX

-1.64%

IMR.AX

-2.14%

IFT.AX

-0.4%

INA.AX

0.96%

ING.AX

IAG.AX

-0.37%

IDX.AX

-2.46%

IPG.AX

-0.64%

IPX.AX

-3.11%

IPH.AX

0.72%

IRE.AX

0.65%

JHX.AX

-2.41%

JBH.AX

-0.7%

JDO.AX

0.34%

JMS.AX

-1.82%

KAR.AX

-0.35%

KLS.AX

-2.22%

KCN.AX

0.18%

KKC.AX

0.5%

GLS.AX

-2.03%

LGF.AX

-8.08%

L1G.AX

1.77%

LSF.AX

0.44%

LRV.AX

-3.73%

LFS.AX

0.54%

LLC.AX

1.02%

LFG.AX

0.64%

360.AX

6.19%

LIC.AX

-8.89%

LNW.AX

-2.04%

LIN.AX

3.13%

LTR.AX

-2.94%

LOV.AX

1.65%

LYL.AX

2.44%

LYC.AX

2.02%

MA1.AX

-1.76%

MAF.AX

-1.19%

MGH.AX

-0.92%

MAH.AX

-2.54%

MQG.AX

-1.17%

MAQ.AX

-0.96%

MAD.AX

-0.37%

MFG.AX

3.37%

MMS.AX

-0.15%

MPL.AX

-1.02%

MP1.AX

0.96%

MCY.AX

4.4%

MEZ.AX

7.1%

MSB.AX

3.4%

MLX.AX

-0.69%

MTS.AX

-0.63%

MOT.AX

-0.9%

MXT.AX

MMI.AX

1.55%

MFF.AX

0.99%

MIN.AX

-2.29%

MI6.AX

4.49%

MIR.AX

-0.81%

MGR.AX

0.57%

MND.AX

-2.18%

MYR.AX

1.75%

MYS.AX

1.3%

NAN.AX

2.8%

NAB.AX

1.07%

NGI.AX

-2.47%

NWL.AX

-0.7%

NEU.AX

-3.85%

NHC.AX

1.29%

NMG.AX

-2.08%

NEM.AX

-6.66%

NWS.AX

-2.01%

NXG.AX

-1.68%

NXT.AX

1.61%

NHF.AX

-0.86%

NCK.AX

2.88%

NIC.AX

-1.04%

NEC.AX

NST.AX

-2.93%

NWH.AX

-2.44%

NUF.AX

-1.81%

OCL.AX

-0.58%

OML.AX

-1.7%

OPH.AX

-1.74%

OBM.AX

-5.81%

ORI.AX

-2.85%

ORG.AX

-0.83%

ORA.AX

-0.35%

PDN.AX

-0.69%

PNR.AX

-3.86%

PPC.AX

-0.58%

PPM.AX

-1.52%

PRN.AX

2.23%

PPT.AX

-1.01%

PCI.AX

0.92%

PRU.AX

-1.62%

PXA.AX

1.98%

PNI.AX

-1.81%

PL8.AX

PLS.AX

-4.7%

PGF.AX

PNV.AX

-1.96%

PDI.AX

-1.56%

PMV.AX

0.92%

PME.AX

3.1%

PWH.AX

-0.72%

PYC.AX

5.19%

QAN.AX

0.7%

QBE.AX

0.21%

QAL.AX

-1.03%

QRI.AX

-0.33%

QUB.AX

-0.2%

RMS.AX

-2.48%

RHC.AX

0.48%

REA.AX

-3.13%

RDX.AX

1.28%

REH.AX

1.38%

RF1.AX

-0.81%

RPL.AX

-0.35%

RG1.AX

-2.5%

RGN.AX

0.83%

REG.AX

-0.32%

RRL.AX

-1.98%

RWC.AX

RMD.AX

0.68%

RSG.AX

-4.31%

SGLLV.AX

2.82%

RIC.AX

-0.71%

RIO.AX

-3.12%

RXL.AX

-2.17%

RFF.AX

1.47%

RYM.AX

-4.42%

SFR.AX

-2.49%

SMI.AX

1.77%

STO.AX

-0.41%

SCG.AX

-0.52%

SEK.AX

2.17%

SHV.AX

4.7%

SRV.AX

SSM.AX

1.97%

SGH.AX

-0.83%

SHA.AX

5.26%

SIG.AX

-1.78%

SLX.AX

-0.52%

SGM.AX

-2.63%

SDR.AX

-1.7%

SKS.AX

-1.17%

SKC.AX

14.63%

SIQ.AX

0.96%

SHL.AX

1.06%

S32.AX

-2.82%

SX2.AX

-2.33%

SXE.AX

-0.22%

SPK.AX

-2.59%

SRG.AX

0.51%

SBM.AX

-4.1%

SMR.AX

-2.38%

SDF.AX

-0.19%

SGP.AX

1.65%

SNZ.AX

-0.29%

SUN.AX

-0.27%

SRL.AX

-1%

SUL.AX

1.94%

SLC.AX

1.46%

SNL.AX

-1.59%

SYL.AX

0.69%

TAH.AX

4.17%

TEA.AX

-0.69%

TNE.AX

-2.66%

TLX.AX

1.26%

TLS.AX

-0.39%

TPW.AX

-0.53%

A2M.AX

9.82%

TLC.AX

0.18%

SGR.AX

-3%

TVN.AX

TWR.AX

1.95%

TPG.AX

3.26%

TCL.AX

0.94%

TWE.AX

-1.04%

TUA.AX

-0.78%

TCG.AX

TRA.AX

UNI.AX

1.09%

VAU.AX

-5.14%

VNT.AX

-0.6%

VCX.AX

0.78%

VGN.AX

-1.05%

VEA.AX

1.4%

VUL.AX

-0.3%

VSL.AX

2.04%

VYS.AX

WA1.AX

-3.38%

WGN.AX

-3.42%

WAM.AX

-1.3%

WGB.AX

1.4%

WLE.AX

0.38%

SOL.AX

-0.63%

WPR.AX

1.65%

WQG.AX

1.34%

WEB.AX

0.33%

WBT.AX

6.61%

WES.AX

-0.02%

WAF.AX

-4.01%

WGX.AX

-3.65%

WBC.AX

-0.43%

WHF.AX

1.75%

WHC.AX

0.62%

WIA.AX

-2.08%

WC8.AX

-10.32%

WTN.AX

WTC.AX

-0.32%

WDS.AX

1.43%

WOW.AX

0.52%

WOR.AX

-4.01%

XRO.AX

0.34%

YAL.AX

3.28%

ZIM.AX

-4.3%

ZIP.AX

2.82%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.13	-1.32	-0.88
SSO ASX Small Caps	16.16	-0.16	-0.98
IVV S&P 500	71.03	0.14	0.2
NDQ Nasdaq	63.51	0.53	0.84
F100 FTSE 100	14.84	-0.19	-1.26
ASIA Asia Tech	23.53	-0.09	-0.38
IEU Europe	103.25	-0.58	-0.56
IEM Emerging Markets	101.14	-0.04	-0.04
Gold Gold	54.02	-1.95	-3.48
ACDC Battery Tech	169.00	-0.33	-0.19

COMMODITIES	Close($)	-/+	%
Gold	4,152.27	-56.3208	-1.34
Silver	64.72	-1.095	-1.66
Platinum	1,678.57	-17.0445	-1.01
Palladium	1,266.01	-12.3911	-0.97
Ice Brent Crude	79.26	-0.29	-0.36
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7007	-0.0007	-0.1
Euro	1.1445	-0.0011	-0.1
British Pound	1.3194	-0.0008	-0.06
Canadian Dollar	1.4145	0.0009	0.06
New Zealand Dollar	0.5735	-0.0019	-0.33
Chinese Yuan	6.7686	0.0109	0.16
Japanese Yen	161.2900	-0.08	-0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	0.67%	115.94%	0.30 0.79
BGL	Bellevue Gold Ltd	1.47	-4.55%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	61.40	-5.6%	76.45%	35.52 65.98
FMG	Fortescue Ltd	19.75	-1.1%	32.87%	14.31 23.38
NHC	New Hope Corporation Ltd	5.49	1.29%	35.50%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.16	0.62%	38.16%	5.31 9.90
NEM	Newmont Cdi	143.47	-6.66%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.63	-1.68%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	20.72	-2.49%	81.62%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	4.54	17.62
SKC	Skycity Entertai	0.47	14.63
EOS	Electro Optic Sy	10.66	14.13
A2M	The A2 Milk Comp	6.71	9.82
CSL	Csl	116.32	7.62
MEZ	Meridian Energy	4.83	7.1
IEL	Idp Education	2.56	6.67
WBT	Weebit Nano	8.55	6.61
360	Life360 Inc.	23.84	6.19
SHA	Shape Australia	7.00	5.26

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WC8	Wildcat Resource	0.57	-10.32
DYL	Deep Yellow	1.55	-9.88
LIC	Lifestyle Commun	5.02	-8.89
LGF	L1 Gold Fund	1.82	-8.08
DPM	Dpm Metals Cdi	44.20	-7.92
AAI	Alcoa Corpor Cdi	83.14	-6.88
GLN	Galan Lithium	0.42	-6.67
NEM	Newmont Cdi	143.47	-6.66
HUB	Hub24	73.55	-6.58
OBM	Ora Banda Mining	1.22	-5.81

OPINION

Latest Market Matters Opinions

19/06/2026 16:30

Broker Moves

• Regis Healthcare Cut to Neutral at Jarden Securities; PT A$7.50 • Steadfast Cut to Neutral at Macquarie; PT A$4.50 • a2 Milk Raised to Buy at UBS; PT NZ$9.20 • Paladin Energy Cut to Sell at Goldman; PT A$9.70 • Boss Energy Raised to Neutral at Goldman; PT A$1.30

19/06/2026 16:30

What Mattered Today

The ASX endured its weakest session in a fortnight today, with a sharp selloff across the resources complex. The market opened lower and never really looked like bouncing, drifting steadily lower through the day as investors responded to a stronger US dollar, a more hawkish Federal Reserve and renewed pressure across commodity markets.

ACTION

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Market Matters Content

ETF Friday: Four unheralded ASX ETFs MM likes into Christmas

Morning report 19/06/2026

Afternoon Report

The Match Out: Resources rout weighs on ASX as BHP cost blowout bites

Afternoon report 19/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/06/2026

Commodities

In anticipation of your commodities Webinar - I keep reading about it, everyone's talking about it - where the heck is it? "According to Bell Potter, the next wave of winners will be the commodities required to build and power the AI revolution. Its preferred commodities are: • Copper - Bell Potter's top pick and the "cleanest beneficiary" of the AI boom. • Gold - benefiting from central bank buying and a weakening US dollar. • Aluminium – a leveraged play on AI infrastructure and electrification. • Uranium – exposure to the power requirements of AI and the energy transition. • Rare earths – riding electrification, defence spending and supply-chain reshoring. • Lithium – supported by EV batteries and energy storage demand, with deficits forecast into the 2030s."

Ask James

Question asked 19/06/2026

Photonic technology

I created my portfolio using ideas from your commentary and portfolio since I joined in 2020 and I must thank you that i have almost doubled my balance since that time. My question today is on photonics. Since Nvidia has made huge investments in that area do we have any companies in ASX that give us exposure to this? And will photonics technology affect the demand for copper (and other materials) I’m also guessing we may be too late to invest in the USA companies such as Coherent, Lumentum and Marvell as they have had such an incredible run since beginning of the year??

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