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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.23%

4DX.AX

6.07%

ABG.AX

1.16%

AIS.AX

6.1%

AGL.AX

-0.33%

A1M.AX

5.44%

AIZ.AX

AAI.AX

2.89%

ALK.AX

10.97%

A4N.AX

2.86%

ALQ.AX

-0.14%

AMC.AX

AOV.AX

1.32%

AMP.AX

0.42%

AEL.AX

4.59%

ALD.AX

-0.8%

ASL.AX

13.43%

ANN.AX

-0.98%

ANZ.AX

-1.62%

APA.AX

0.89%

ARU.AX

4.88%

ARB.AX

1.63%

ARF.AX

2.11%

ARG.AX

-0.32%

ALL.AX

-1.44%

AYA.AX

8.6%

APZ.AX

-0.38%

ASX.AX

0.31%

ALX.AX

AUB.AX

-1.25%

AIA.AX

-1.35%

AXQ.AX

1.64%

AMI.AX

5.26%

AZJ.AX

-0.55%

AUC.AX

8.95%

ABB.AX

0.6%

ASB.AX

-0.7%

AAC.AX

ACL.AX

1.4%

AEF.AX

0.9%

AFI.AX

0.15%

AUI.AX

0.59%

BOQ.AX

-0.47%

BMN.AX

1.33%

BCI.AX

3.33%

BPT.AX

-1.1%

BGA.AX

10.82%

BGL.AX

7.24%

BEN.AX

-1.83%

BNZ.AX

0.79%

BHP.AX

3.2%

BKI.AX

-1.58%

BC8.AX

6.54%

XYZ.AX

2.16%

BSL.AX

-6.53%

BOE.AX

1.34%

BXB.AX

-3.44%

BVS.AX

3.8%

BRE.AX

-1.23%

BRG.AX

1.45%

BTR.AX

11.63%

BGP.AX

BFL.AX

-1.37%

BWP.AX

-2.11%

CMM.AX

10.28%

CSC.AX

3.68%

CAR.AX

-1.86%

CIN.AX

0.42%

CYL.AX

1.69%

CAT.AX

3.32%

CWP.AX

-0.56%

CNI.AX

2.18%

CIP.AX

-0.33%

COF.AX

1.18%

CHN.AX

11.97%

CGF.AX

0.51%

CIA.AX

CHC.AX

0.96%

CLW.AX

0.28%

CQR.AX

0.25%

CQE.AX

1.24%

CNU.AX

-0.13%

C79.AX

2.34%

CVL.AX

1.88%

CU6.AX

5.22%

CWY.AX

0.39%

CUV.AX

4.71%

CBO.AX

-1.16%

COH.AX

-0.35%

CDA.AX

12.42%

CGS.AX

5.12%

COL.AX

-1.25%

CKF.AX

CBA.AX

-2.66%

CPU.AX

-0.83%

CEN.AX

-0.2%

CXO.AX

1.35%

CCP.AX

0.6%

CMW.AX

1.22%

CSL.AX

2.84%

CCL.AX

7.66%

DBI.AX

-1.69%

DTL.AX

1.17%

DYL.AX

2.01%

DRR.AX

DVP.AX

6.82%

DXS.AX

1.55%

DXI.AX

1.28%

DDR.AX

1.11%

DGT.AX

0.72%

DJW.AX

-0.33%

DMP.AX

-0.32%

DOW.AX

-10.34%

DPM.AX

6.86%

DRO.AX

3.17%

DUR.AX

4.5%

DNL.AX

-1.59%

APE.AX

0.85%

EBO.AX

-0.81%

EIQ.AX

ELD.AX

EOS.AX

4.48%

ELV.AX

2.59%

ELS.AX

-1.56%

EHL.AX

2.88%

EMR.AX

7.87%

EDV.AX

1.76%

EOL.AX

1.16%

EQR.AX

6.25%

EQT.AX

0.6%

EUR.AX

EVN.AX

10.16%

EVT.AX

0.21%

FDC.AX

FCL.AX

-2.11%

FFM.AX

2.74%

FPH.AX

0.96%

FPR.AX

0.24%

FBU.AX

1.49%

FLT.AX

-0.39%

FML.AX

14.14%

FRS.AX

14.29%

FMG.AX

-0.61%

FGX.AX

-0.36%

FGG.AX

GLF.AX

1.32%

GDG.AX

0.53%

GNE.AX

-1.79%

GMD.AX

10.33%

GNP.AX

-4.02%

GMG.AX

-1.51%

GPT.AX

0.85%

GQG.AX

1.36%

GNG.AX

0.32%

GNC.AX

-0.88%

GGP.AX

8.96%

G6M.AX

GOZ.AX

1.43%

GCI.AX

GYG.AX

1.91%

GWA.AX

-6.28%

HSN.AX

-3.88%

HVN.AX

-0.43%

HGH.AX

2.94%

HM1.AX

1.71%

HLI.AX

-6.65%

HMC.AX

0.33%

HDN.AX

-0.43%

HUB.AX

-4.09%

IGO.AX

1.77%

ILU.AX

1.73%

IMD.AX

3.22%

IMR.AX

-0.49%

IFT.AX

1.54%

INA.AX

1.67%

ING.AX

-0.89%

IAG.AX

-4.18%

IDX.AX

1.79%

IPG.AX

-1.57%

IPX.AX

-4.3%

IPH.AX

-11.14%

IRE.AX

3.31%

JHX.AX

3.03%

JBH.AX

-0.89%

JDO.AX

-1.97%

JMS.AX

KAR.AX

-0.83%

KLS.AX

1.98%

KCN.AX

8.02%

KKC.AX

-0.46%

GLS.AX

3.52%

LGF.AX

4.39%

L1G.AX

2.81%

LSF.AX

LRV.AX

9.28%

LFS.AX

LLC.AX

1.09%

LFG.AX

-2.48%

360.AX

0.86%

LIC.AX

1.71%

LNW.AX

-1.32%

LIN.AX

-1.3%

LTR.AX

4.78%

LOV.AX

2.84%

LYL.AX

1.55%

LYC.AX

-0.37%

MA1.AX

-0.25%

MAF.AX

18.14%

MGH.AX

9.01%

MAH.AX

6.86%

MQG.AX

-0.75%

MAQ.AX

1.22%

MAD.AX

1.29%

MFG.AX

0.29%

MMS.AX

-0.73%

MPL.AX

-6.36%

MP1.AX

-5.06%

MCY.AX

1.92%

MEZ.AX

-0.87%

MSB.AX

5.91%

MLX.AX

-0.54%

MTS.AX

-2.93%

MEI.AX

2.56%

MOT.AX

-0.62%

MXT.AX

-0.77%

MFF.AX

-0.56%

MIN.AX

0.17%

MI6.AX

5.7%

MIR.AX

-0.39%

MGR.AX

2.7%

MND.AX

0.57%

MYS.AX

-0.21%

NAN.AX

-1.1%

NAB.AX

-1.26%

NGI.AX

-2.29%

NWL.AX

-4.29%

NEU.AX

1.27%

NHC.AX

0.71%

NMG.AX

8.06%

NEM.AX

6.94%

NWS.AX

0.25%

NXG.AX

1.58%

NXT.AX

NHF.AX

-5.34%

NCK.AX

1.48%

NIC.AX

1.2%

NEC.AX

-0.51%

NST.AX

6.21%

NWH.AX

5.27%

NUF.AX

0.97%

NXL.AX

5.28%

OCL.AX

-0.29%

OML.AX

0.3%

OPH.AX

0.4%

OBM.AX

14.03%

ORI.AX

0.18%

ORG.AX

-0.58%

ORA.AX

3.4%

PDN.AX

0.58%

PNR.AX

7.02%

PPC.AX

1.94%

PPM.AX

1.98%

PRN.AX

4.7%

PPT.AX

0.2%

PCI.AX

0.45%

PRU.AX

8.88%

PXA.AX

1.64%

PNI.AX

0.78%

PL8.AX

PLS.AX

1.47%

PGF.AX

-2.1%

PNV.AX

6.73%

PDI.AX

8.24%

PMV.AX

1.56%

PME.AX

3.6%

PWH.AX

3.85%

PYC.AX

2.33%

QAN.AX

-1.78%

QBE.AX

-3.93%

QAL.AX

2.14%

QRI.AX

0.33%

RMS.AX

9.5%

RHC.AX

-0.56%

REA.AX

-0.15%

RDX.AX

-5.53%

REH.AX

-0.41%

RF1.AX

-0.53%

RPL.AX

1.72%

RG1.AX

1.13%

RGN.AX

0.44%

REG.AX

1.59%

RRL.AX

10.92%

RWC.AX

RMD.AX

2.82%

RSG.AX

8.12%

SGLLV.AX

0.21%

RIC.AX

-3.33%

RIO.AX

1.81%

RXL.AX

1.82%

RFF.AX

0.47%

RYM.AX

0.86%

SFR.AX

2.73%

SMI.AX

2.88%

STO.AX

1.68%

SCG.AX

SEK.AX

0.21%

SHV.AX

-0.44%

SRV.AX

-2.72%

SSM.AX

-0.38%

SGH.AX

1.61%

SHA.AX

5.26%

SIG.AX

SLX.AX

0.58%

SGM.AX

2.51%

SDR.AX

3.99%

SKS.AX

-4%

SKC.AX

3.06%

SIQ.AX

-0.84%

SHL.AX

-9.25%

S32.AX

2.73%

SX2.AX

3.13%

SXE.AX

5.36%

SPK.AX

8.33%

SRG.AX

-2.93%

SBM.AX

8.2%

SMR.AX

1.92%

SDF.AX

-0.53%

SGP.AX

2.42%

SKG.AX

SNZ.AX

-1.35%

SUN.AX

-2.29%

SRL.AX

1.71%

SUL.AX

15.05%

SLC.AX

-6.01%

SNL.AX

1.39%

SYL.AX

0.36%

TAH.AX

2.25%

TEA.AX

-2.12%

TNE.AX

-0.76%

TLX.AX

3.21%

TLS.AX

-0.63%

TPW.AX

8.67%

A2M.AX

-1.18%

TLC.AX

-2.99%

SGR.AX

3.85%

TVN.AX

THL.AX

-0.43%

TWR.AX

2.6%

TPG.AX

TCL.AX

-0.36%

TWE.AX

-0.18%

TUA.AX

-1.44%

TCG.AX

2.65%

TRA.AX

USL.AX

16.56%

UNI.AX

17.73%

VAU.AX

9.08%

VNT.AX

-3.79%

VCX.AX

3.16%

VGN.AX

0.75%

VMM.AX

3.33%

VGL.AX

4.93%

VEA.AX

-1.06%

VUL.AX

1.11%

VSL.AX

2.1%

VYS.AX

WA1.AX

-1.13%

WGN.AX

11.19%

WAM.AX

WGB.AX

-0.93%

WLE.AX

0.37%

SOL.AX

-1.84%

WPR.AX

0.42%

WQG.AX

3.06%

WEB.AX

1.42%

WBT.AX

-0.24%

WES.AX

0.09%

WAF.AX

7.76%

WGX.AX

8.92%

WBC.AX

-1.8%

WHF.AX

0.4%

WHC.AX

1.06%

WIA.AX

2.17%

WC8.AX

WTC.AX

9.12%

WDS.AX

0.18%

WOW.AX

-1.84%

WOR.AX

-0.18%

XRO.AX

2.35%

YAL.AX

-1.53%

ZIM.AX

3.49%

ZIP.AX

18.22%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.69	0.46	0.3
SSO ASX Small Caps	15.25	0.34	2.28
IVV S&P 500	72.19	-0.09	-0.12
NDQ Nasdaq	60.37	0.02	0.03
F100 FTSE 100	15.39	0.03	0.2
ASIA Asia Tech	20.19	0.49	2.49
IEU Europe	99.55	0.15	0.15
IEM Emerging Markets	94.44	1.59	1.71
Gold Gold	57.71	1.45	2.58
ACDC Battery Tech	128.51	1.74	1.37

COMMODITIES	Close($)	-/+	%
Gold	4,538.39	17.3001	0.38
Silver	68.90	1.9828	2.96
Platinum	1,825.44	0.94	0.05
Palladium	1,335.16	2.7589	0.21
Ice Brent Crude	91.65	0.63	0.69
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7122	-0.0001	-0.01
Euro	1.1682	0.0005	0.04
British Pound	1.3637	0.0034	0.25
Canadian Dollar	1.3777	-0.0029	-0.21
New Zealand Dollar	0.5951	0.0016	0.27
Chinese Yuan	6.7225	-0.007	-0.1
Japanese Yen	158.7600	0.6	0.38

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.78	5.44%	137.10%	0.32 0.85
BGL	Bellevue Gold Limited	1.63	7.24%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	65.75	3.2%	51.26%	39.30 65.98
FMG	Fortescue Ltd	17.95	-0.61%	-8.28%	17.44 23.38
NHC	New Hope Corporation Ltd	5.66	0.71%	27.73%	3.77 6.17
WHC	Whitehaven Coal Limited	7.63	1.06%	13.70%	5.94 9.90
NEM	Newmont Cdi	177.10	6.94%	0.00%	107.20 190.91
NXG	Nexgen Ene Cdi	14.75	1.58%	0.00%	10.11 20.47
SFR	Sandfire Resources Limited	21.47	2.73%	71.31%	11.98 21.91

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ZIP	Zip Co	3.05	18.22
MAF	Ma Financial	7.10	18.14
UNI	Universal Store	8.30	17.73
USL	Unico Silver	0.88	16.56
SUL	Super Retail Gro	14.45	15.05
FRS	Forrestania Res	0.40	14.29
FML	Focus Minerals L	2.22	14.14
OBM	Ora Banda Mining	1.59	14.03
ASL	Andean Silver	2.45	13.43
CDA	Codan	48.88	12.42

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IPH	Iph	3.75	-11.14
DOW	Downer Edi	6.68	-10.34
SHL	Sonic Healthcare	21.38	-9.25
HLI	Helia Group	5.05	-6.65
BSL	Bluescope Steel	30.05	-6.53
MPL	Medibank Private	4.71	-6.36
GWA	Gwa Group	2.09	-6.28
SLC	Superloop	3.13	-6.01
RDX	Redox	3.59	-5.53
NHF	Nib Holdings	7.09	-5.34

OPINION

Latest Market Matters Opinions

20/08/2026 16:49

Fortescue (ASX: FMG) $17.96

FMG -0.61%: delivered a broadly solid FY26 result, with revenue, free cash flow and the balance sheet all coming in well, although EBITDA and NPAT were a little light versus some broker expectations. The main blemish remains Iron Bridge, where higher costs and a further impairment continue to weigh on the investment case.

20/08/2026 16:48

APA Group (ASX:APA) $10.19

APA +0.89%: delivered a an inline FY26 with underlying EBITDA up 8% and strong free cash flow supporting another increase in distributions.

ACTION

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Market Matters Content

What Matters Today: Does the analogy “Don’t fight the Fed” also apply to the US Treasury as they start buying bonds?

Morning report 20/08/2026

Afternoon Report

The Match Out: ASX up as Materials lead; gold miners surge as bullion rips

Afternoon report 20/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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