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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

ASK.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.29	0	0
SSO ASX Small Caps	16.68	0	0
IVV S&P 500	65.97	0	0
NDQ Nasdaq	53.58	0	0
F100 FTSE 100	14.17	0	0
ASIA Asia Tech	13.80	0	0
IEU Europe	96.65	0	0
IEM Emerging Markets	80.08	0	0
Gold Gold	50.58	0	0
ACDC Battery Tech	109.48	0	0

COMMODITIES	Close($)	-/+	%
Gold	3,658.80	-0.8714	-0.02
Silver	41.66	-0.89	-2.09
Platinum	1,363.95	0.4727	0.03
Palladium	1,152.25	-1.8433	-0.16
Ice Brent Crude	67.91	-0.56	-0.82
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6653	0.0003	0.05
Euro	1.1812	0	0
British Pound	1.3627	0.0002	0.01
Canadian Dollar	1.3771	-0.0002	-0.01
New Zealand Dollar	0.5965	0.0002	0.03
Chinese Yuan	7.1033	-0.0109	-0.15
Japanese Yen	146.9400	-0.01	-0.01

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Sports Ltd	6.81	0%	182.35%	2.31 6.99
DBI	Dalrymple Bay Infrastructure Ltd	4.30	0%	32.10%	3.15 4.93
HSN	Hansen Technologies Ltd	5.90	0%	36.84%	4.27 6.20
JHX	James Hardie Ind	29.63	0%	-43.74%	28.11 59.53
MGR	Mirvac Group	2.33	0%	5.33%	1.81 2.42
NSR	National Storage Reit	2.39	0%	-0.41%	2.05 2.59
PDN	Paladin Energy Ltd	7.76	0%	-14.35%	3.93 13.27
RUL	Rpmglobal Holdings Ltd	4.61	0%	0.00%	2.39 4.78
SFR	Sandfire Resources Ltd	12.48	0%	42.06%	8.05 12.88
WOR	Worley Ltd	14.27	0%	-3.26%	11.07 15.81

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.48
4DX	4dmedical	1.88
ABG	Abacus Group Unt	1.25
ASK	Abacus Storage K	1.43
AX1	Accent Group	1.36
AGL	Agl Energy	8.64
AIZ	Air New Zealand	0.54
AAI	Alcoa Corpor Cdi	49.93
ALK	Alkane Resources	1.03
A4N	Alpha Hpa	0.86

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	4.45
ZIM	Zimplats Holding	16.21
YAL	Yancoal Australi	5.54
XRO	Xero	161.29
WOR	Worley	14.27
WOW	Woolworths Group	27.66
WDS	Woodside Energy	24.60
WTC	Wisetech Global	97.50
WHC	Whitehaven Coal	6.67
WHF	Whitefield Indus	5.52

OPINION

Latest Market Matters Opinions

17/09/2025 17:09

Broker Moves

• Rural Funds Trust Raised to Buy at UBS; PT A$2.10 • HomeCo Daily Raised to Buy at UBS; PT A$1.53 • Centuria Office REIT Cut to Sell at UBS; PT A$1.20 • Centuria Capital Cut to Sell at UBS; PT A$2.10 • Bubs Australia Cut to Accumulate at Ord Minnett • New Hope Cut to Underperform at Macquarie; PT A$3.80

17/09/2025 17:09

What Mattered Today

The ASX gave back ground today after opening only a touch softer; selling quickly set in as traders sat on their hands amid a general risk off feel ahead of the Fed’s rate call tonight.

ACTION

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Market Matters Content

Portfolio Positioning: Less than 24 hours until we hear the eagerly awaited news from the Fed

Morning report 17/09/2025

Afternoon Report

The Match Out: ASX falls ahead of Fed rate call tonight

Afternoon report 17/09/2025

Ask James ASK A QUESTION

Ask James

Question asked 13/09/2025

Your view on Catapult Sports Ltd (CAT) please

Hi guys, Thank you for your daily insights which I find very informative. Catapult Sports has done really well over the last 5 months. I have noticed considerable insider selling in the last 3 months. Do you view this something that could be a concern, especially given that they are still unprofitable. Would appreciate your view on the stock. Thanks, Liz.

Ask James

Question asked 13/09/2025

Felix Gold Ltd (FXG)

Hi MM Team, Can you give your thoughts on the Antimony opportunities for FXG. They claim to have some of the highest-grade Antimony potential in the US and globally "In the history of S&P Global's database for grade x width comparisons for drill intercepts, Felix Gold holds 9 of the top 10 in the U.S. and 5 of the top 7 globally" (ASX announcement 08/09/2025). Given China's ban on Antimony exports to the US, do you see more upside for this stock. Regards Paul

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Chart of the week

NOVO Nordisk ADR (NVO US)

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Google spends big on the AI future

Alphabets second-quarter profits topped estimates as parent company Google showed strong growth in its advertising and cloud computing divisions but investors were wary around increased spending on AI

Invest Direct 23/07/2025

Champion Iron (CIA) enjoys the new Iron Ore tailwind

CIA’s key asset is the Bloom Lake mining complex located in northern Quebec Canada. They acquired it in 2016 and restarted production in early 2018, currently producing around 15Mtpa of high-grade iron (+66% Fe) meaning they attract a higher price than the benchmark 62% Fe.

ASX:CIA 23/07/2025

Morning Report