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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

ABG.AX

0.41%

ASK.AX

2.55%

AX1.AX

-1.65%

ADT.AX

-1.49%

AGL.AX

-0.69%

AIZ.AX

AAI.AX

0.45%

ALK.AX

5.33%

A4N.AX

5.65%

ALQ.AX

0.32%

AMC.AX

1.02%

AOV.AX

0.11%

AMP.AX

-7.2%

AEL.AX

1.92%

ALD.AX

-1.02%

ANN.AX

-0.19%

ANZ.AX

1.17%

APA.AX

-0.12%

ARU.AX

5.13%

ARB.AX

1.51%

ARF.AX

ARG.AX

0.77%

ALL.AX

-1.1%

APZ.AX

-1.99%

ASX.AX

0.12%

ALX.AX

-0.19%

AUB.AX

-2.54%

AIA.AX

0.29%

AD8.AX

-0.77%

AZJ.AX

1.25%

ABB.AX

-1.96%

ASB.AX

-1.15%

AAC.AX

ACL.AX

0.36%

AEF.AX

0.49%

AFG.AX

-1.75%

AFI.AX

0.27%

AUI.AX

0.44%

ASG.AX

0.39%

BOQ.AX

0.39%

BMN.AX

-0.78%

BAP.AX

-0.26%

BCI.AX

BPT.AX

3.56%

BLX.AX

-3%

BGA.AX

-0.95%

BGL.AX

-2.23%

BEN.AX

1.29%

BHP.AX

1.64%

BKI.AX

-1.34%

BC8.AX

-1.09%

XYZ.AX

-9.03%

BSL.AX

1.18%

BOE.AX

1.1%

BXB.AX

0.47%

BVS.AX

4.46%

BRG.AX

2.41%

BKW.AX

0.32%

BGP.AX

BFL.AX

0.83%

BWP.AX

-1.65%

CMM.AX

-0.91%

CSC.AX

5.28%

CAR.AX

0.54%

CIN.AX

1.09%

CYL.AX

-0.16%

CAT.AX

1.45%

CWP.AX

0.28%

CNI.AX

-0.51%

CIP.AX

0.91%

COF.AX

0.77%

CHN.AX

4.27%

CGF.AX

-1.68%

CIA.AX

0.24%

CHC.AX

-0.32%

CLW.AX

0.68%

CQR.AX

0.76%

CQE.AX

4.87%

CNU.AX

1.07%

C79.AX

6.41%

CVL.AX

1.26%

CU6.AX

-1.84%

CWY.AX

0.35%

CUV.AX

-1.23%

CBO.AX

-1.48%

COH.AX

0.71%

CDA.AX

0.04%

COL.AX

1.36%

CKF.AX

0.11%

CBA.AX

1.13%

CPU.AX

0.58%

CEN.AX

2.41%

CTD.AX

-0.37%

CCP.AX

1.79%

CMW.AX

2.27%

CSL.AX

1.13%

CCL.AX

DBI.AX

2.08%

DTL.AX

1.47%

DYL.AX

DRR.AX

1.83%

DVP.AX

0.7%

DXS.AX

0.69%

DXI.AX

1.03%

DDR.AX

0.22%

DGT.AX

9.06%

DUI.AX

0.73%

DJW.AX

DMP.AX

-1.01%

DOW.AX

-0.72%

DRO.AX

DNL.AX

0.34%

APE.AX

-0.92%

EBO.AX

-0.37%

EBR.AX

-2.53%

ELD.AX

0.94%

EOS.AX

1.22%

EMR.AX

-1.11%

EDV.AX

1.98%

ERA.AX

EQT.AX

-0.81%

EVN.AX

0.13%

EVT.AX

-0.7%

FCL.AX

1.91%

FFM.AX

-0.46%

FPH.AX

-0.09%

FPR.AX

-2.2%

FBU.AX

0.73%

FLT.AX

-0.39%

FMG.AX

3.02%

FRW.AX

FGX.AX

FGG.AX

-0.32%

GEM.AX

-0.53%

GLF.AX

-1.57%

GDG.AX

-2.98%

GNE.AX

GMD.AX

0.75%

GTK.AX

-0.99%

GNP.AX

1.98%

GOR.AX

-0.6%

GMG.AX

GPT.AX

GQG.AX

4.35%

GNG.AX

0.98%

GNC.AX

-1.04%

GGP.AX

-0.19%

GOZ.AX

1.2%

GCI.AX

GYG.AX

0.77%

GWA.AX

3.88%

HSN.AX

0.99%

HVN.AX

-2.49%

HLS.AX

-1.18%

HGH.AX

0.68%

HM1.AX

HLI.AX

0.96%

HMC.AX

1.68%

HDN.AX

0.39%

HUB.AX

0.91%

IEL.AX

7.8%

IGO.AX

8.6%

ILU.AX

0.17%

IMD.AX

2.82%

IFM.AX

IFT.AX

-0.54%

INA.AX

0.36%

ING.AX

-0.3%

IFL.AX

IAG.AX

-4.22%

IDX.AX

-1.81%

IPX.AX

3.51%

IPH.AX

0.74%

IRE.AX

-7.23%

JHX.AX

1.91%

JBH.AX

-8.39%

JLG.AX

-0.51%

JDO.AX

0.61%

JIN.AX

-0.55%

KAR.AX

KLS.AX

0.52%

KCN.AX

5.45%

KKC.AX

-0.83%

LSF.AX

1.3%

LFS.AX

-1.3%

LLC.AX

1.43%

LFG.AX

-1.72%

360.AX

-0.24%

LIC.AX

5.75%

LNW.AX

3.61%

LTR.AX

18.34%

LOV.AX

-0.23%

LYC.AX

2.69%

MAF.AX

2.65%

MGH.AX

-0.23%

MAC.AX

-0.38%

MAH.AX

-2.74%

MQG.AX

-0.34%

MAQ.AX

0.6%

MAD.AX

1.41%

MFG.AX

0.66%

MMS.AX

1.32%

MPL.AX

-0.79%

MP1.AX

-0.65%

MCY.AX

0.88%

MEZ.AX

-0.78%

MSB.AX

-0.87%

MLX.AX

-0.84%

MTS.AX

MOT.AX

MXT.AX

-0.49%

MFF.AX

1.12%

MIN.AX

12.18%

MIR.AX

0.91%

MGR.AX

0.43%

MND.AX

0.1%

MYR.AX

-0.8%

MYS.AX

0.68%

NAN.AX

1.01%

NAB.AX

0.86%

NSR.AX

-0.4%

NGI.AX

NWL.AX

0.27%

NEU.AX

-0.9%

NHC.AX

0.88%

NEM.AX

-1.07%

NWS.AX

-1.05%

NXG.AX

-1.03%

NXT.AX

0.55%

NHF.AX

-0.79%

NCK.AX

0.1%

NIC.AX

2.7%

NEC.AX

-1.16%

NST.AX

-1.83%

NWH.AX

1.79%

NUF.AX

0.39%

NXL.AX

0.86%

OCL.AX

1.43%

OML.AX

-1.11%

OPH.AX

0.32%

OBM.AX

-3.57%

ORI.AX

-0.55%

ORG.AX

-0.08%

ORA.AX

PDN.AX

0.45%

PNR.AX

1.23%

PGC.AX

1.28%

PPC.AX

0.3%

PPM.AX

-0.27%

PRN.AX

2.86%

PPT.AX

0.99%

PCI.AX

PRU.AX

-1.4%

PXA.AX

-0.32%

PLS.AX

19.69%

PNI.AX

-2.83%

PL8.AX

0.7%

PGF.AX

PNV.AX

2.62%

PDI.AX

1.11%

PMV.AX

-1.76%

PME.AX

-1.21%

PFP.AX

1.91%

PWH.AX

1.32%

PYC.AX

-4.91%

QAN.AX

-0.37%

QBE.AX

-1.82%

QOR.AX

1.52%

QAL.AX

-1.84%

QRI.AX

-0.3%

QUB.AX

0.23%

RMS.AX

-1.42%

RHC.AX

2.87%

REA.AX

1.03%

RDX.AX

0.43%

REH.AX

0.35%

RF1.AX

RPL.AX

-1.31%

RGN.AX

-0.42%

REG.AX

-2.62%

RRL.AX

-1.83%

RWC.AX

-0.45%

RMD.AX

1.14%

RSG.AX

3.7%

SGLLV.AX

-1.13%

RIC.AX

-1.02%

RIO.AX

1.47%

RUL.AX

-0.62%

RFF.AX

1.62%

SFR.AX

1.04%

STO.AX

-0.13%

SCG.AX

0.52%

SEK.AX

-0.45%

SHV.AX

3.01%

SRV.AX

SSM.AX

0.49%

SGH.AX

0.93%

SIG.AX

-1.05%

SLX.AX

-1.27%

SGM.AX

-0.95%

SDR.AX

-0.75%

SKC.AX

-1.11%

SIQ.AX

0.49%

SHL.AX

-0.36%

S32.AX

1.66%

SX2.AX

1.1%

SPK.AX

SRG.AX

-0.93%

SMR.AX

1.67%

SDF.AX

-1.16%

SGP.AX

0.18%

SNZ.AX

-1.96%

SUN.AX

-3.84%

SUL.AX

-1.83%

SLC.AX

-3.29%

SNL.AX

-2.19%

TAH.AX

TEA.AX

-1.44%

TNE.AX

-2.85%

TLX.AX

-4.25%

TLS.AX

0.2%

TPW.AX

-0.96%

A2M.AX

-1.66%

TLC.AX

-0.37%

TWR.AX

TPG.AX

-0.19%

TCL.AX

0.22%

TWE.AX

-0.91%

TUA.AX

TCG.AX

1.01%

TYR.AX

-0.51%

URW.AX

0.25%

UNI.AX

-0.12%

VAU.AX

-2.33%

VNT.AX

0.95%

VCX.AX

0.4%

VGN.AX

VGL.AX

-2.5%

VEA.AX

-0.49%

VUL.AX

8.09%

VSL.AX

-0.98%

WA1.AX

0.74%

WAM.AX

WGB.AX

0.39%

WLE.AX

0.38%

SOL.AX

0.4%

WPR.AX

WEB.AX

-4.27%

WES.AX

-1.83%

WAF.AX

1.5%

WGX.AX

-2.27%

WBC.AX

1.93%

WHF.AX

0.35%

WHC.AX

1.15%

WTC.AX

0.68%

WDS.AX

0.71%

WOW.AX

1.49%

WOR.AX

-0.23%

XRO.AX

-1.28%

YAL.AX

ZIM.AX

-0.06%

ZIP.AX

-2.67%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.27	0.57	0.39
SSO ASX Small Caps	15.68	-0.02	-0.13
IVV S&P 500	65.30	0.48	0.74
NDQ Nasdaq	53.35	0.45	0.85
F100 FTSE 100	14.07	-0.01	-0.07
ASIA Asia Tech	12.16	0.06	0.5
IEU Europe	96.56	0.38	0.4
IEM Emerging Markets	76.29	0.42	0.55
Gold Gold	47.50	-0.25	-0.52
ACDC Battery Tech	103.40	3.1	3.09

COMMODITIES	Close($)	-/+	%
Gold	3,354.01	-44.4041	-1.31
Silver	37.69	-0.6384	-1.67
Platinum	1,327.41	-4.4783	-0.34
Palladium	1,152.01	25.9169	2.3
Ice Brent Crude	66.32	-0.11	-0.17
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6512	-0.0012	-0.18
Euro	1.1610	-0.0029	-0.25
British Pound	1.3429	-0.002	-0.15
Canadian Dollar	1.3776	0.0019	0.14
New Zealand Dollar	0.5937	-0.002	-0.34
Chinese Yuan	7.1881	0.0042	0.06
Japanese Yen	148.1400	0.52	0.35

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Sports Ltd	6.31	1.45%	211.00%	1.95 6.93
DBI	Dalrymple Bay Infrastructure Ltd	4.90	2.08%	57.89%	3.02 4.92
HSN	Hansen Technologies Ltd	6.15	0.99%	40.97%	4.04 6.18
JHX	James Hardie Ind	43.72	1.91%	-13.51%	31.86 59.53
MGR	Mirvac Group	2.31	0.43%	19.79%	1.81 2.42
NSR	National Storage Reit	2.46	-0.4%	3.78%	2.05 2.59
PDN	Paladin Energy Ltd	6.68	0.45%	-32.83%	3.93 13.27
RUL	Rpmglobal Holdings Ltd	3.20	-0.62%	0.00%	2.20 3.40
SFR	Sandfire Resources Ltd	11.64	1.04%	47.50%	7.90 11.88
WOR	Worley Ltd	13.10	-0.23%	-5.61%	11.07 15.81

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PLS	Pilbara Minerals	2.31	19.69
LTR	Liontown Resourc	1.00	18.34
MIN	Mineral Resource	38.12	12.18
DGT	Digico Infrastru	3.49	9.06
IGO	Igo	5.43	8.6
VUL	Vulcan Energy	4.01	8.09
IEL	Idp Education	4.56	7.8
C79	Chrysos Corporat	5.48	6.41
LIC	Lifestyle Commun	4.78	5.75
A4N	Alpha Hpa	0.94	5.65

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
XYZ	Block Cdi	115.62	-9.03
JBH	Jb Hi-fi	107.83	-8.39
IRE	Iress	8.72	-7.23
AMP	Amp	1.74	-7.2
PYC	Pyc Therapeutics	1.26	-4.91
WEB	Web Travel Group	4.26	-4.27
TLX	Telix Pharmaceut	16.89	-4.25
IAG	Insurance Austra	8.18	-4.22
SUN	Suncorp Grou	19.54	-3.84
OBM	Ora Banda Mining	0.68	-3.57

OPINION

Latest Market Matters Opinions

11/08/2025 16:46

Broker Moves

• Vault Minerals Rated New Buy at UBS; PT 55 Australian cents • ARB Raised to Neutral at UBS; PT A$35 • Pioneer Credit Rated New Overweight at Wilsons • Monadelphous Cut to Sell at Bell Potter; PT A$16.50

11/08/2025 16:46

Iress (IRE) $8.72

IRE –7.23%: posted a FY25 result that showed stronger-than-expected revenue growth in continuing businesses (+6.8%) but a softer earnings after higher than expected R&D spend.

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Market Matters Content

Macro Monday: The AI revolution will deliver Big Winners & Losers

Morning report 11/08/2025

Afternoon Report

The Match Out: ASX books another all-time high (by 1 point), Lithium stocks jump on China mine shutdown

Afternoon report 11/08/2025

Ask James ASK A QUESTION

Ask James

Question asked 09/08/2025

CSL Ltd (CSL)

Hi James, have held CSL for some time in our portfolio. What are your current thoughts on the stock with increased rhetoric from Trump around tariffs on health care? Thanks, Peter

Ask James

Question asked 09/08/2025

Opinion on Treasury Wine Estates Ltd (TWE)

In May 2025 MM saw upside in TWE when the market at least diversifies away from the “Certainty Trade” and deep-seated value in the share price below $8. With the share price dropping below $7.40 on Friday, could MM please provide an updated opinion on TWE, with commentary on the continuing fall in the share price and outlook for the company from here? I would also like to thank MM on your great market updates and trading ideas!

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Latest View Points

IRE

JBH

WIRE

FMG

NCK

URNM

FXY US

AGVT

TTD US

YETI US

LLY US

AMP

Chart of the week

US Risk Assets

Aus. Investment blog Subscribe to blog

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

Macro Monday: The AI revolution will deliver Big Winners & Losers

Morning report 11/08/2025

Afternoon Report

The Match Out: ASX books another all-time high (by 1 point), Lithium stocks jump on China mine shutdown

Afternoon report 11/08/2025

Ask James ASK A QUESTION

Ask James

Question asked 09/08/2025

CSL Ltd (CSL)

Hi James, have held CSL for some time in our portfolio. What are your current thoughts on the stock with increased rhetoric from Trump around tariffs on health care? Thanks, Peter

Ask James

Question asked 09/08/2025

Opinion on Treasury Wine Estates Ltd (TWE)

Latest View Points

IRE

JBH

WIRE

FMG

NCK

URNM

FXY US

AGVT