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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

29M.AX

-1.39%

4DX.AX

-0.46%

ABG.AX

-1.22%

AIS.AX

-2.08%

AGL.AX

0.99%

A1M.AX

-3.33%

AIZ.AX

-1.52%

AAI.AX

0.45%

ALK.AX

1.62%

A4N.AX

6.84%

ALQ.AX

1.26%

AMC.AX

0.65%

AOV.AX

-1.07%

AMP.AX

1.19%

AEL.AX

4.24%

ALD.AX

1.63%

ANN.AX

0.41%

ANZ.AX

0.48%

APA.AX

0.76%

ARU.AX

ARB.AX

-0.62%

ARF.AX

-0.49%

ARG.AX

0.66%

ALL.AX

1.49%

AYA.AX

7.87%

APZ.AX

5.65%

ASX.AX

0.93%

ALX.AX

0.8%

AUB.AX

2.06%

AIA.AX

-0.29%

AXQ.AX

-3%

AMI.AX

-2.3%

AZJ.AX

1.09%

AFI.AX

-0.6%

AUC.AX

-2.29%

ABB.AX

1.45%

ASB.AX

1.86%

AAC.AX

-0.38%

ACL.AX

1.09%

AUI.AX

-0.34%

BOQ.AX

0.93%

BMN.AX

BAP.AX

-2.4%

BCI.AX

-0.81%

BPT.AX

3.03%

BGA.AX

2.45%

BGL.AX

0.64%

BEN.AX

1.59%

BNZ.AX

-8.38%

BHP.AX

1.58%

BKI.AX

BC8.AX

7.19%

XYZ.AX

0.7%

BSL.AX

1.9%

BOE.AX

3.72%

BXB.AX

0.48%

BVS.AX

1.94%

BRE.AX

-2.23%

BRG.AX

1.49%

BTR.AX

-2.14%

BFL.AX

0.51%

BWP.AX

-1.13%

CMM.AX

-0.69%

CSC.AX

0.43%

CAR.AX

1.68%

CIN.AX

-1.59%

CYL.AX

-0.69%

CAT.AX

2.83%

CWP.AX

0.5%

CNI.AX

-1.68%

CIP.AX

-1.44%

CGF.AX

1.01%

CIA.AX

1.66%

CLW.AX

-1.55%

CHC.AX

0.27%

CQR.AX

-1.72%

CQE.AX

-0.9%

CNU.AX

-0.15%

C79.AX

2.13%

CVL.AX

0.29%

CU6.AX

CWY.AX

0.39%

CBO.AX

1.08%

COH.AX

-3.8%

CDA.AX

-0.06%

CGS.AX

-3.24%

COL.AX

1.23%

CKF.AX

0.25%

CPU.AX

0.25%

CEN.AX

-1.31%

CXO.AX

-6.35%

CCP.AX

2.45%

CMW.AX

-1.49%

CSL.AX

-1.62%

CCL.AX

3.1%

CBA.AX

1.16%

DBI.AX

0.19%

DYL.AX

-0.88%

DRR.AX

DVP.AX

0.69%

DXI.AX

-1.3%

DXS.AX

-0.36%

DDR.AX

-0.32%

DGT.AX

-1.98%

DJW.AX

-0.35%

DMP.AX

-1.05%

DOW.AX

1.64%

DPM.AX

-8.41%

DRO.AX

6.41%

DUR.AX

-0.44%

DNL.AX

0.25%

APE.AX

1.67%

EBO.AX

-1.88%

ELD.AX

-3.48%

EOS.AX

2.41%

ELV.AX

-1.33%

ELS.AX

12.95%

EHL.AX

0.42%

EMR.AX

0.88%

EDV.AX

0.34%

DTL.AX

7.76%

EOL.AX

0.38%

EQR.AX

-10.11%

EQT.AX

EUR.AX

EVN.AX

0.08%

EVT.AX

0.07%

FDC.AX

-0.76%

FCL.AX

0.76%

FFM.AX

1.54%

FPH.AX

-1.5%

FPR.AX

0.21%

FBU.AX

FLT.AX

0.29%

FML.AX

-1.37%

FRS.AX

FMG.AX

-0.37%

FRW.AX

-2.01%

FGX.AX

-0.38%

FGG.AX

-0.61%

GLF.AX

-1.09%

GDG.AX

-0.73%

GNE.AX

1.5%

GMD.AX

0.71%

GNP.AX

-0.32%

GMG.AX

-2.56%

GPT.AX

-0.45%

GQG.AX

-2.22%

GNG.AX

-2.36%

GNC.AX

-3.31%

GGP.AX

0.29%

G6M.AX

0.95%

GOZ.AX

-1.29%

GCI.AX

-1.01%

GYG.AX

0.56%

GWA.AX

HSN.AX

9.62%

HVN.AX

-0.71%

HGH.AX

-0.98%

HM1.AX

HLI.AX

2.84%

HMC.AX

-2.99%

HDN.AX

-0.48%

HUB.AX

2.57%

IEL.AX

0.5%

IGO.AX

1.57%

ILU.AX

-0.52%

IMD.AX

1.86%

IMR.AX

-3.53%

IFT.AX

-0.09%

INA.AX

2.14%

ING.AX

-0.49%

IAG.AX

-0.26%

IDX.AX

0.94%

IPG.AX

2.33%

IPX.AX

3.9%

IPH.AX

0.9%

IRE.AX

2.24%

JHX.AX

-0.44%

JBH.AX

0.73%

JDO.AX

2.23%

JMS.AX

KAR.AX

2.64%

KLS.AX

-6.07%

KCN.AX

-1.24%

KKC.AX

-1.46%

GLS.AX

-2.74%

L1G.AX

0.44%

LSF.AX

-0.63%

LGF.AX

1.28%

LRV.AX

-1.42%

LFS.AX

0.63%

LLC.AX

-2.94%

LFG.AX

0.62%

360.AX

7.03%

LIC.AX

LNW.AX

2.14%

LIN.AX

-1.12%

LTR.AX

0.63%

LOV.AX

1.07%

LYL.AX

0.85%

LYC.AX

2.45%

MA1.AX

-0.27%

MAF.AX

-1.26%

MGH.AX

-2.01%

MAH.AX

-9.91%

MQG.AX

-0.09%

MAQ.AX

1.97%

MAD.AX

0.15%

MFG.AX

-1.1%

MMS.AX

-0.33%

MPL.AX

0.44%

MP1.AX

10.32%

MCY.AX

-1.59%

MEZ.AX

-0.9%

MSB.AX

-1.45%

MLX.AX

-0.47%

MTS.AX

1.05%

MEI.AX

MFF.AX

0.93%

MIN.AX

2.16%

MI6.AX

1.76%

MIR.AX

0.44%

MGR.AX

-0.56%

MND.AX

0.94%

MYS.AX

0.41%

NAN.AX

0.35%

NAB.AX

1.61%

NGI.AX

-3.77%

NWL.AX

3.12%

NEU.AX

0.7%

NHC.AX

1.92%

NMG.AX

-2.82%

NEM.AX

-0.17%

NWS.AX

-0.22%

NXG.AX

0.63%

NXT.AX

1.32%

NHF.AX

1.1%

NCK.AX

2.03%

NIC.AX

1.32%

NEC.AX

0.74%

NST.AX

1.14%

NWH.AX

-0.12%

NUF.AX

-1.26%

NXL.AX

7.22%

OCL.AX

3.26%

OML.AX

0.3%

OPH.AX

OBM.AX

1.72%

ORI.AX

1.27%

ORG.AX

0.65%

ORA.AX

0.37%

PDN.AX

-0.33%

PNR.AX

-0.68%

PDI.AX

0.39%

PPC.AX

-1.24%

PPM.AX

0.29%

PRN.AX

0.9%

PPT.AX

0.42%

PCI.AX

-2.54%

PRU.AX

-0.31%

PXA.AX

-0.92%

PNI.AX

2.21%

PL8.AX

PLS.AX

1.37%

PGF.AX

0.62%

PNV.AX

0.56%

PMV.AX

1.42%

PME.AX

-2.92%

PWH.AX

-0.4%

PYC.AX

-1.99%

QAN.AX

-2.01%

QBE.AX

4.2%

QRI.AX

QAL.AX

-0.89%

RMS.AX

1.04%

RHC.AX

-0.11%

REA.AX

0.27%

RDX.AX

-0.58%

REH.AX

0.72%

RF1.AX

-0.59%

RG1.AX

-0.4%

RPL.AX

1.33%

RGN.AX

-1.38%

REG.AX

1.37%

RRL.AX

1.81%

RWC.AX

0.21%

RMD.AX

0.76%

RSG.AX

SGLLV.AX

2.91%

RIC.AX

0.4%

RIO.AX

1.2%

RXL.AX

RFF.AX

-1.31%

RYM.AX

-1.67%

SFR.AX

1.76%

SMI.AX

-0.96%

STO.AX

1.79%

SCG.AX

-1.76%

SEK.AX

0.84%

SHV.AX

-1.94%

SRV.AX

1.26%

SSM.AX

-1.27%

SGH.AX

0.7%

SHA.AX

8.27%

SIG.AX

1.17%

SLX.AX

-0.48%

SGM.AX

1.43%

SDR.AX

4.56%

SKS.AX

2.54%

SKC.AX

-2.7%

SIQ.AX

0.8%

SHL.AX

-0.81%

S32.AX

0.41%

SX2.AX

-0.51%

SPK.AX

0.63%

SRG.AX

-1.26%

SBM.AX

-1.88%

SMR.AX

-1.89%

SDF.AX

0.17%

SXE.AX

-1.22%

SGP.AX

-0.96%

SKG.AX

-0.92%

SNZ.AX

-2.7%

SUN.AX

-0.81%

SRL.AX

-2.27%

SUL.AX

1.65%

SLC.AX

0.79%

SNL.AX

2.35%

SYL.AX

1.11%

TAH.AX

-0.57%

TEA.AX

-0.74%

TNE.AX

4.45%

TLX.AX

-2.88%

TLS.AX

0.42%

TPW.AX

0.46%

A2M.AX

1.68%

TLC.AX

-0.21%

SGR.AX

TWR.AX

-0.63%

TPG.AX

0.52%

TCL.AX

0.77%

TWE.AX

4.08%

TUA.AX

2.69%

TCG.AX

5.23%

USL.AX

-0.69%

UNI.AX

0.53%

VAU.AX

0.85%

VNT.AX

0.66%

VCX.AX

-2.58%

VGN.AX

-2.16%

VMM.AX

-0.78%

VGL.AX

-5.04%

VEA.AX

3.18%

VUL.AX

1.76%

VSL.AX

-1.99%

WA1.AX

-2.77%

WGN.AX

-1.8%

WAM.AX

WGB.AX

0.5%

WLE.AX

-0.39%

SOL.AX

-1.11%

WPR.AX

-1.41%

WQG.AX

-0.49%

WEB.AX

1.19%

WBT.AX

1.89%

WES.AX

0.65%

WAF.AX

1.74%

WGX.AX

0.77%

WBC.AX

1.24%

WHF.AX

0.64%

WHC.AX

3.13%

WIA.AX

2.17%

WTC.AX

6.67%

WDS.AX

1.13%

WOW.AX

0.76%

WOR.AX

-0.11%

XRO.AX

4.59%

YAL.AX

1.96%

ZIM.AX

ZIP.AX

3.76%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.90	1.19	0.83
SSO ASX Small Caps	14.28	0.01	0.07
IVV S&P 500	73.71	0.05	0.07
NDQ Nasdaq	64.18	-0.32	-0.5
F100 FTSE 100	14.94	-0.15	-0.99
ASIA Asia Tech	21.65	-0.02	-0.09
IEU Europe	95.33	-0.86	-0.89
IEM Emerging Markets	97.23	-0.76	-0.78
Gold Gold	55.21	0.17	0.31
ACDC Battery Tech	119.58	-0.73	-0.61

COMMODITIES	Close($)	-/+	%
Gold	4,191.34	13.5792	0.33
Silver	61.50	0.6508	1.07
Platinum	1,738.30	14.2472	0.83
Palladium	1,185.01	13.7606	1.17
Ice Brent Crude	103.00	-0.53	-0.51
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6968	0.0039	0.56
Euro	1.1278	0.0037	0.33
British Pound	1.3243	0.0044	0.33
Canadian Dollar	1.4229	0.001	0.07
New Zealand Dollar	0.5629	0.0026	0.46
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	157.4200	-0.61	-0.39

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.87	-3.33%	133.77%	0.41 0.94
BGL	Bellevue Gold Limited	1.58	0.64%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	61.21	1.58%	45.31%	40.18 68.77
FMG	Fortescue Ltd	16.19	-0.37%	-14.20%	16.14 23.38
NHC	New Hope Corporation Ltd	5.83	1.92%	45.55%	3.77 6.61
WHC	Whitehaven Coal Limited	7.59	3.13%	13.93%	6.33 9.90
NEM	Newmont Cdi	165.52	-0.17%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.83	0.63%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.98	1.76%	48.97%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ELS	Elsight	5.32	12.95
MP1	Megaport	22.34	10.32
HSN	Hansen Technolog	3.42	9.62
SHA	Shape Australia	8.12	8.27
AYA	Artrya	3.70	7.87
DTL	Energy Act	13.61	7.76
NXL	Nuix	1.93	7.22
BC8	Black Cat Syndic	0.75	7.19
360	Life360 Inc.	20.40	7.03
A4N	Alpha Hpa	0.63	6.84

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.40	-10.11
MAH	Macmahon Holding	1.00	-9.91
DPM	Dpm Metals Cdi	57.41	-8.41
BNZ	Benz Mining-cdi	4.70	-8.38
CXO	Core Lithium	0.30	-6.35
KLS	Kelsian Group	3.87	-6.07
VGL	Vista Group Inte	2.26	-5.04
COH	Cochlear Limited	125.39	-3.8
NGI	Navigator Global	2.30	-3.77
IMR	Imricor Medical	1.51	-3.53

OPINION

Latest Market Matters Opinions

02/10/2026 17:07

Broker Moves

• Data#3 Raised to Positive at Evans & Partners Pty Ltd • DroneShield Raised to Hold at Ord Minnett; PT A$1.60 • AIC Mines Raised to Buy at Ord Minnett; PT A$1.05 • Data#3 Raised to Neutral at Jarden Securities; PT A$12.10 • QBE Insurance Raised to Outperform at Macquarie; PT A$26.20 • Transurban Raised to Outperform at Macquarie; PT A$14 • Bannerman Energy Raised to Overweight at JPMorgan; PT A$4 • Arafura Rare Earths Raised to Neutral at JPMorgan • Paladin Energy Raised to Neutral at JPMorgan; PT A$9.30 • Sandfire Raised to Overweight at JPMorgan; PT A$25 • Treasury Wine Raised to Buy at UBS; PT A$6.50 • Macmahon Rated New Hold at Jefferies; PT A$1.08 • BHP Raised to Buy at BofA • Megaport Rated New Buy at Bell Potter; PT A$27

02/10/2026 17:06

What Mattered Today

The ASX bounced today following yesterday’s broad-based sell-off with the rebound driven by a recovery in Technology, while nine of the 11 sectors finished higher. The move leaves the index up +0.2% for the week after a volatile few sessions, with the market still looking for confirmation that the recent surge in bond yields and oil prices has potentially peaked.

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Market Matters Content

ETF Friday: 3 ETFs for yield away from Private Credit

Morning report 02/10/2026

Afternoon Report

The Match Out: ASX bounces back as broker upgrades lift market out of two-day funk

Afternoon report 02/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

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