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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.27%

4DX.AX

8.82%

ABG.AX

0.42%

ASK.AX

AX1.AX

-0.54%

AIS.AX

5.88%

AGL.AX

1.4%

AIZ.AX

AAI.AX

6.03%

ALK.AX

5.66%

A4N.AX

2.16%

ALQ.AX

2.35%

AMC.AX

1.87%

AOV.AX

-0.78%

AMP.AX

1.37%

AEL.AX

ALD.AX

0.55%

ANN.AX

0.62%

ANZ.AX

1.19%

APA.AX

0.33%

ARU.AX

-2.22%

ARB.AX

0.13%

ARF.AX

0.29%

ARG.AX

0.77%

ALL.AX

-0.32%

AYA.AX

1.81%

APZ.AX

1.87%

ASX.AX

-0.4%

ALX.AX

0.84%

AUB.AX

-0.68%

AIA.AX

0.86%

AZJ.AX

ABB.AX

-1.18%

ASB.AX

-2.96%

AAC.AX

-2.03%

ACL.AX

AEF.AX

-0.97%

AFG.AX

0.9%

AFI.AX

-0.14%

AUI.AX

1.26%

ASG.AX

0.26%

BOQ.AX

1.09%

BMN.AX

0.6%

BAP.AX

-1.12%

BCI.AX

1.3%

BPT.AX

BLX.AX

-3.2%

BGA.AX

0.51%

BGL.AX

5.23%

BEN.AX

0.29%

BHP.AX

1.09%

BKI.AX

1.19%

BC8.AX

4.9%

XYZ.AX

2.12%

BSL.AX

1.31%

BOE.AX

8.59%

BXB.AX

0.79%

BVS.AX

-4.6%

BRE.AX

2.04%

BRG.AX

1.51%

BGP.AX

0.36%

BFL.AX

BWP.AX

0.76%

CMM.AX

3.06%

CSC.AX

3.68%

CAR.AX

-1.62%

CIN.AX

2.17%

CYL.AX

4.45%

CAT.AX

-2.99%

CWP.AX

-1.58%

CNI.AX

2.37%

CIP.AX

0.9%

COF.AX

2.24%

CHN.AX

3.58%

CGF.AX

0.88%

CIA.AX

2.46%

CHC.AX

1.95%

CLW.AX

-0.24%

CQR.AX

0.75%

CQE.AX

0.33%

CNU.AX

0.37%

C79.AX

CVL.AX

0.72%

CU6.AX

-2.8%

CWY.AX

CUV.AX

-3.68%

CBO.AX

-0.34%

COH.AX

0.23%

CDA.AX

-0.16%

COL.AX

-0.23%

CKF.AX

-1.25%

CBA.AX

2.11%

CPU.AX

0.12%

CEN.AX

-0.5%

CXO.AX

CRN.AX

-3.17%

CCP.AX

-0.36%

CMW.AX

-1.06%

CSL.AX

2.86%

CCL.AX

3.23%

DBI.AX

DTL.AX

DTR.AX

4.26%

DYL.AX

4.88%

DRR.AX

-0.72%

DVP.AX

3.13%

DXS.AX

-0.71%

DXI.AX

0.74%

DDR.AX

-0.79%

DGT.AX

2.14%

DUI.AX

2.29%

DJW.AX

0.66%

DMP.AX

3.15%

DOW.AX

0.5%

DPM.AX

3.97%

DRO.AX

-1.42%

DNL.AX

APE.AX

-0.73%

EBO.AX

0.04%

ELD.AX

0.43%

EOS.AX

5.92%

ELV.AX

5.38%

ELS.AX

16.59%

EHL.AX

3.91%

EMR.AX

4.8%

EDV.AX

1.36%

EOL.AX

-0.28%

ERA.AX

EQT.AX

-0.16%

EVN.AX

4.16%

EVT.AX

1.02%

FCL.AX

-4.33%

FFM.AX

7.53%

FPH.AX

-0.97%

FPR.AX

-1.3%

FBU.AX

FLT.AX

0.61%

FML.AX

4.92%

FMG.AX

1.06%

FGX.AX

-1.16%

FGG.AX

0.97%

GEM.AX

GLF.AX

0.39%

GDG.AX

-0.18%

GNE.AX

3.79%

GMD.AX

7.64%

GTK.AX

-4.25%

GNP.AX

9.9%

GMG.AX

0.82%

GPT.AX

1.11%

GQG.AX

1.15%

GNG.AX

1.23%

GNC.AX

0.36%

GGP.AX

9.9%

GOZ.AX

0.4%

GCI.AX

GYG.AX

-2.55%

GWA.AX

-0.41%

HSN.AX

-1.11%

HVN.AX

-0.28%

HLS.AX

HGH.AX

-0.51%

HM1.AX

0.63%

HLI.AX

HMC.AX

1.39%

HDN.AX

1.45%

HUB.AX

1.75%

IEL.AX

0.4%

IGO.AX

2.01%

ILU.AX

1.57%

IMD.AX

2.18%

IMM.AX

1.35%

IFT.AX

0.91%

INA.AX

2.22%

ING.AX

IFL.AX

-0.22%

IAG.AX

0.77%

IDX.AX

IPX.AX

1.9%

IPH.AX

-0.88%

IRE.AX

-0.69%

JHX.AX

-0.26%

JBH.AX

2.68%

JDO.AX

-0.59%

JIN.AX

0.72%

JMS.AX

-1.82%

KAR.AX

KLS.AX

-2.07%

KCN.AX

2.19%

KKC.AX

L1G.AX

-1.42%

LSF.AX

1.63%

LRV.AX

-0.45%

LFS.AX

0.46%

LLC.AX

0.97%

LFG.AX

-1.68%

360.AX

-0.26%

LIC.AX

-0.56%

LNW.AX

-0.11%

LIN.AX

LTR.AX

-1%

LOV.AX

-2.79%

LYL.AX

0.53%

LYC.AX

1.5%

MA1.AX

MAF.AX

2.84%

MGH.AX

-0.22%

MAH.AX

MQG.AX

2.66%

MAQ.AX

0.19%

MAD.AX

-1.57%

MFG.AX

0.63%

MMS.AX

-0.36%

MPL.AX

0.43%

MEK.AX

10.87%

MP1.AX

-0.9%

MCY.AX

3.32%

MEZ.AX

1.48%

MSB.AX

1.09%

MLX.AX

4.66%

MTS.AX

-2.98%

MOT.AX

-0.28%

MXT.AX

0.26%

MFF.AX

0.21%

MIN.AX

0.72%

MI6.AX

4.35%

MIR.AX

0.96%

MGR.AX

0.99%

MND.AX

3.8%

MYR.AX

4.44%

MYS.AX

0.44%

NAN.AX

-8.76%

NAB.AX

1.81%

NSR.AX

NGI.AX

3.89%

NWL.AX

0.41%

NEU.AX

-2.96%

NHC.AX

1.51%

NEM.AX

5.66%

NWS.AX

0.32%

NXG.AX

NXT.AX

-0.37%

NHF.AX

1.17%

NCK.AX

-0.96%

NIC.AX

2.65%

NEC.AX

-0.89%

NST.AX

2.86%

NWH.AX

1.79%

NUF.AX

-0.9%

NXL.AX

2.54%

OCL.AX

-0.24%

OCA.AX

OML.AX

0.38%

OPH.AX

-0.64%

OBM.AX

4.78%

ORI.AX

1.03%

ORG.AX

1.04%

ORA.AX

0.46%

PDN.AX

4.8%

PNR.AX

2.13%

PPC.AX

1.6%

PPM.AX

0.46%

PRN.AX

1.78%

PPT.AX

1.17%

PCI.AX

PRU.AX

3.62%

PXA.AX

-0.64%

PNI.AX

1.81%

PL8.AX

PLS.AX

-0.49%

PGF.AX

-0.7%

PNV.AX

-2.42%

PDI.AX

16%

PMV.AX

-0.77%

PME.AX

0.62%

PFP.AX

0.8%

PWH.AX

1.14%

PYC.AX

-3.93%

QAN.AX

0.82%

QBE.AX

1.15%

QOR.AX

-4.35%

QAL.AX

0.27%

QRI.AX

QUB.AX

0.21%

RMS.AX

4.46%

RHC.AX

0.31%

REA.AX

0.05%

RDX.AX

-1.05%

REH.AX

1.87%

RG1.AX

-0.47%

RF1.AX

0.59%

RPL.AX

2.35%

RGN.AX

0.41%

REG.AX

-0.8%

RRL.AX

4.62%

RWC.AX

0.78%

RMD.AX

0.11%

RSG.AX

1.84%

SGLLV.AX

5.91%

RIC.AX

0.39%

RIO.AX

2.47%

RUL.AX

RFF.AX

0.5%

RYM.AX

4.49%

SFR.AX

2.15%

SMI.AX

4.58%

STO.AX

-0.48%

SCG.AX

0.96%

SEK.AX

-0.09%

SHV.AX

1.25%

SRV.AX

-1.1%

SSM.AX

0.9%

SGH.AX

2.81%

SHA.AX

2.88%

SIG.AX

1.39%

SLX.AX

-4.44%

SGM.AX

2.41%

SDR.AX

1.62%

SKC.AX

0.69%

SPZ.AX

0.75%

SIQ.AX

-0.11%

SHL.AX

0.87%

S32.AX

3.79%

SX2.AX

2.76%

SXE.AX

SPK.AX

-0.51%

SRG.AX

2.14%

SBM.AX

1.94%

SMR.AX

1.24%

SDF.AX

SGP.AX

0.34%

SNZ.AX

-0.93%

SUN.AX

1.35%

SRL.AX

-1.63%

SUL.AX

0.26%

SLC.AX

-0.77%

SNL.AX

-1.57%

SYL.AX

2.3%

TAH.AX

1.55%

TEA.AX

3.83%

TNE.AX

-1.63%

TLX.AX

0.29%

TLS.AX

-0.2%

TPW.AX

-0.86%

A2M.AX

0.57%

TLC.AX

0.57%

SGR.AX

TVN.AX

TWR.AX

1.76%

TPG.AX

0.8%

TCL.AX

0.21%

TWE.AX

-0.72%

TUA.AX

TCG.AX

7.89%

TYR.AX

UNI.AX

-1.13%

VAU.AX

6.36%

VNT.AX

1.4%

VCX.AX

2.38%

VGN.AX

VGL.AX

4.56%

VEA.AX

0.46%

VUL.AX

2.88%

VSL.AX

1.87%

WA1.AX

2.62%

WGN.AX

4.05%

WAM.AX

0.85%

WGB.AX

1.23%

WLE.AX

0.39%

SOL.AX

1.25%

WPR.AX

0.38%

WEB.AX

1.23%

WBT.AX

1.25%

WES.AX

-0.49%

WAF.AX

5.07%

WGX.AX

3.04%

WBC.AX

1.41%

WHF.AX

-0.09%

WHC.AX

1.31%

WIA.AX

2.27%

WTC.AX

-0.03%

WDS.AX

-0.08%

WOW.AX

0.58%

WOR.AX

-0.63%

XRO.AX

-0.46%

YAL.AX

0.38%

ZIM.AX

0.67%

ZIP.AX

0.33%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.67	1.87	1.3
SSO ASX Small Caps	17.01	0.21	1.25
IVV S&P 500	69.10	0.47	0.68
NDQ Nasdaq	56.74	0.19	0.34
F100 FTSE 100	14.79	0.1	0.68
ASIA Asia Tech	14.22	0.02	0.14
IEU Europe	101.74	1.15	1.14
IEM Emerging Markets	82.55	0.35	0.43
Gold Gold	58.71	0.51	0.88
ACDC Battery Tech	142.55	2.45	1.75

COMMODITIES	Close($)	-/+	%
Gold	4,302.12	19.32	0.45
Silver	62.01	-1.5536	-2.44
Platinum	1,745.10	49.7	2.93
Palladium	1,488.00	4	0.27
Ice Brent Crude	61.22	-0.06	-0.1
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6652	-0.001	-0.15
Euro	1.1740	0	0
British Pound	1.3368	-0.0018	-0.13
Canadian Dollar	1.3769	0	0
New Zealand Dollar	0.5805	-0.0003	-0.05
Chinese Yuan	7.0548	-0.0031	-0.04
Japanese Yen	155.8100	0.24	0.15

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.85	0%	44.35%	3.35 4.93
DDR	Dicker Data Ltd	10.09	-0.79%	19.13%	7.58 10.94
GQG	Gqg Partners Inc	1.77	1.15%	0.00%	1.43 2.61
HUB	Hub24 Ltd	99.10	1.75%	41.19%	48.84 122.03
JHX	James Hardie Ind	30.43	-0.26%	-43.86%	24.41 55.57
MGR	Mirvac Group	2.05	0.99%	1.49%	1.81 2.46
NSR	National Storage Reit	2.78	0%	17.80%	2.05 2.81
PDN	Paladin Energy Ltd	9.39	4.8%	23.72%	3.93 9.95
WTC	Wisetech Global Ltd	70.97	-0.03%	-42.11%	61.49 133.94
XRO	Xero Ltd	112.84	-0.46%	-34.01%	112.35 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ELS	Elsight	2.67	16.59
PDI	Predictive Disco	0.73	16
MEK	Meeka Metals	0.26	10.87
GNP	Genusplus Group	6.55	9.9
GGP	Greatland Resour	9.44	9.9
4DX	4dmedical	2.22	8.82
BOE	Boss Energy	1.77	8.59
TCG	Turaco Gold	0.82	7.89
GMD	Genesis Minerals	6.90	7.64
FFM	Firefly Metals	2.00	7.53

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NAN	Nanosonics	3.96	-8.76
BVS	Bravura Solution	2.49	-4.6
SLX	Silex Systems	8.40	-4.44
QOR	Qoria	0.55	-4.35
FCL	Fineos Corporati	2.65	-4.33
GTK	Gentrack Group	7.88	-4.25
PYC	Pyc Therapeutics	1.47	-3.93
CUV	Clinuvel Pharmac	12.29	-3.68
BLX	Beacon Lighting	2.72	-3.2
CRN	Coronado Global	0.31	-3.17

OPINION

Latest Market Matters Opinions

13/12/2025 09:35

First Up

The ASX 200 surged +1.2% on Friday, taking the local bourse to fresh 4-week highs as the miners continued to support the market. The index ended the week up +0.7% but it felt like more after the strong rally into the weekend saw the local bourse enjoy its best session in months. The tech rotation story continues, but fortunately for the ASX, the influential miners have been major beneficiaries as commodity prices charge higher, led this week by silver and copper.

12/12/2025 16:41

Broker Moves

• Deterra Cut to Sell at UBS; PT A$3.95 • PolyNovo Raised to Buy at Morgans Financial Limited; PT A$2.03 • Navigator Global Rated New Buy at Morgans Financial Limited • Symal Group Cut to Accumulate at Ord Minnett; PT A$3.10 • JB Hi-Fi Raised to Overweight at JPMorgan; PT A$99 • ImpediMed Rated New Speculative Buy at Bell Potter • Netwealth Raised to Buy at Bell Potter; PT A$31.50

ACTION

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Market Matters Content

ETF Friday: Looking at 4 ASX ETFs to play the current sector rotation

Morning report 12/12/2025

Afternoon Report

The Match Out: ASX up 1.2%, Best session in months, Commodities lead

Afternoon report 12/12/2025

Ask James ASK A QUESTION

Ask James

Question asked 12/12/2025

Light & Wonder

Happy subscriber here enjoying your daily commentary. Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I'm missing in the calculation for these depository receipts? Thanks... Mike

Ask James

Question asked 12/12/2025

JPMorgan Equity Premium Income ETF (JEPI)

Can I have your thoughts on JEPI as a stock for inclusion is an income focussed portfolio. Thanks

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