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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-7.79%

4DX.AX

-2.87%

ABG.AX

-0.62%

AIS.AX

-7.77%

AGL.AX

-0.59%

A1M.AX

-6.1%

AIZ.AX

1.64%

AAI.AX

-2.77%

ALK.AX

-3.44%

A4N.AX

-6.84%

ALQ.AX

-1.55%

AMC.AX

0.32%

AOV.AX

-0.66%

AMP.AX

0.2%

AEL.AX

0.42%

ALD.AX

0.23%

ANN.AX

-1.31%

ANZ.AX

1.31%

APA.AX

0.37%

ARU.AX

-5.13%

ARB.AX

-0.86%

ARF.AX

-2.43%

ARG.AX

-1.17%

ALL.AX

0.12%

AYA.AX

-2.15%

APZ.AX

-0.85%

ASX.AX

-0.47%

ALX.AX

-1.12%

AUB.AX

3.04%

AIA.AX

-0.66%

AXQ.AX

-3.29%

AMI.AX

-6.74%

AZJ.AX

0.54%

AUC.AX

-4.58%

ABB.AX

-1.95%

ASB.AX

-0.91%

AAC.AX

ACL.AX

-1.63%

AFI.AX

-0.88%

AUI.AX

-0.17%

BOQ.AX

0.23%

BMN.AX

-10.82%

BAP.AX

0.63%

BCI.AX

-3.95%

BPT.AX

BGA.AX

-0.51%

BGL.AX

-4.5%

BEN.AX

0.89%

BNZ.AX

-3.61%

BHP.AX

-4.63%

BKI.AX

-0.95%

BC8.AX

-3.68%

XYZ.AX

-0.37%

BSL.AX

-2.04%

BOE.AX

-6.49%

BXB.AX

1.64%

BVS.AX

-0.5%

BRE.AX

-2.38%

BRG.AX

-1.76%

BTR.AX

-3.7%

BGP.AX

BFL.AX

0.25%

BWP.AX

-0.7%

CMM.AX

-5.77%

CSC.AX

-8.56%

CAR.AX

-3.37%

CIN.AX

CYL.AX

-6.34%

CAT.AX

-2.33%

CWP.AX

-0.61%

CNI.AX

-0.2%

CIP.AX

-1.74%

COF.AX

-0.87%

CGF.AX

2.52%

CIA.AX

-1.76%

CHC.AX

-2.26%

CLW.AX

-1.62%

CQR.AX

-1.21%

CQE.AX

-1.46%

CNU.AX

0.91%

C79.AX

-0.14%

CVL.AX

-1.4%

CU6.AX

-1.79%

CWY.AX

-0.97%

CBO.AX

2.16%

COH.AX

-1.47%

CDA.AX

-2.09%

CGS.AX

-0.33%

COL.AX

1.02%

CKF.AX

-0.62%

CBA.AX

-0.05%

CPU.AX

0.82%

CEN.AX

-1.14%

CXO.AX

-1.37%

CCP.AX

0.78%

CMW.AX

CSL.AX

-1.98%

CCL.AX

-0.83%

DBI.AX

0.28%

DTL.AX

-0.47%

DYL.AX

-8.6%

DRR.AX

-1.66%

DVP.AX

-10.99%

DXS.AX

-0.9%

DXI.AX

DDR.AX

-0.25%

DGT.AX

-2.63%

DJW.AX

-0.34%

DMP.AX

-1.28%

DOW.AX

-0.45%

DPM.AX

-1.67%

DRO.AX

-2.79%

DUR.AX

-1.14%

DNL.AX

-2.62%

APE.AX

-3.4%

EBO.AX

0.25%

ELD.AX

1.84%

EOS.AX

-3.61%

ELV.AX

-4.99%

ELS.AX

-5.54%

EHL.AX

EMR.AX

-4.14%

EDV.AX

-1.76%

EQR.AX

-2.5%

EQT.AX

-0.62%

EUR.AX

-2.82%

EVN.AX

-5.02%

EVT.AX

-0.97%

FDC.AX

-0.26%

FCL.AX

-3.62%

FFM.AX

-3.13%

FPH.AX

-0.26%

FPR.AX

0.73%

FBU.AX

-0.16%

FLT.AX

-1.09%

FML.AX

-10.08%

FRS.AX

-6.49%

FMG.AX

-2.18%

FRW.AX

-0.28%

FGX.AX

-0.97%

FGG.AX

0.94%

GLF.AX

-1.37%

GDG.AX

-0.64%

GNE.AX

0.47%

GMD.AX

-4.74%

GNP.AX

-2.25%

GMG.AX

-1.88%

GPT.AX

-1.46%

GQG.AX

-6.2%

GNG.AX

-0.88%

GNC.AX

-2.03%

GGP.AX

-6.14%

G6M.AX

-4.35%

GOZ.AX

GCI.AX

-0.25%

GYG.AX

-3.71%

HSN.AX

0.15%

HVN.AX

-0.24%

HGH.AX

2.27%

HM1.AX

0.7%

HLI.AX

1.06%

HMC.AX

-5.51%

HDN.AX

-1.36%

HUB.AX

-1.47%

IGO.AX

-4.1%

ILU.AX

-4.44%

IMD.AX

-4.57%

IMR.AX

-0.83%

IFT.AX

-1.18%

INA.AX

3.25%

ING.AX

0.25%

IAG.AX

3.59%

IDX.AX

IPG.AX

-2.46%

IPX.AX

-7.72%

IPH.AX

-0.62%

IRE.AX

0.18%

JHX.AX

-3.35%

JBH.AX

-0.08%

JDO.AX

-1.51%

KAR.AX

1.5%

KLS.AX

0.37%

KCN.AX

-4.39%

KKC.AX

-0.24%

GLS.AX

-1.44%

L1G.AX

-1.72%

LSF.AX

-1.67%

LGF.AX

-0.44%

LRV.AX

-4.93%

LFS.AX

-0.53%

LLC.AX

-0.88%

LFG.AX

-0.6%

360.AX

1.75%

LIC.AX

-1.06%

LNW.AX

-0.11%

LIN.AX

-2.57%

LTR.AX

-7.69%

LOV.AX

-1.32%

LYL.AX

LYC.AX

-4.95%

MA1.AX

-1.15%

MAF.AX

-3.44%

MGH.AX

-1.76%

MAH.AX

-1.31%

MQG.AX

-1.4%

MAQ.AX

-1.08%

MAD.AX

-2.11%

MFG.AX

0.46%

MMS.AX

-0.95%

MPL.AX

1.32%

MP1.AX

-3.31%

MCY.AX

-3.05%

MEZ.AX

-0.36%

MSB.AX

-1.15%

MLX.AX

-4.75%

MTS.AX

-0.53%

MEI.AX

-5%

MOT.AX

MXT.AX

1.7%

MFF.AX

-0.93%

MIN.AX

-2.5%

MI6.AX

-4.14%

MIR.AX

-0.83%

MGR.AX

-1.68%

MND.AX

-1.51%

MYS.AX

0.84%

NAN.AX

NAB.AX

1.86%

NGI.AX

-2.65%

NWL.AX

-2.17%

NEU.AX

0.54%

NHC.AX

-0.16%

NMG.AX

-3.7%

NEM.AX

-2.27%

NWS.AX

0.04%

NXG.AX

-4.48%

NXT.AX

-1.83%

NHF.AX

1.55%

NCK.AX

-1.69%

NIC.AX

-2.76%

NEC.AX

-0.95%

NST.AX

-4.33%

NWH.AX

-1.8%

NUF.AX

-2.04%

NXL.AX

-2.18%

OCL.AX

1.1%

OML.AX

OPH.AX

-1.29%

OBM.AX

-5.17%

ORI.AX

-3.05%

ORG.AX

0.52%

ORA.AX

PDN.AX

-8.44%

PNR.AX

-5.41%

PDI.AX

-3.86%

PPC.AX

-0.59%

PPM.AX

-1.42%

PRN.AX

-4%

PPT.AX

-0.6%

PCI.AX

PRU.AX

-3.36%

PXA.AX

-1.52%

PNI.AX

0.07%

PL8.AX

0.35%

PLS.AX

-6.86%

PGF.AX

-2.15%

PNV.AX

-2.25%

PMV.AX

-1.41%

PME.AX

-3.1%

PWH.AX

-2.11%

PYC.AX

-0.43%

QAN.AX

-0.99%

QBE.AX

2.95%

QAL.AX

-1.56%

QRI.AX

-0.5%

RMS.AX

-4.15%

RHC.AX

-0.82%

REA.AX

-0.32%

RDX.AX

0.29%

REH.AX

-2.47%

RF1.AX

RPL.AX

-2.92%

RG1.AX

-3.09%

RGN.AX

-1.79%

REG.AX

-0.66%

RRL.AX

-4.97%

RWC.AX

1.06%

RMD.AX

0.63%

RSG.AX

-4.93%

SGLLV.AX

-4.03%

RIC.AX

0.96%

RIO.AX

-4.09%

RXL.AX

-5.51%

RFF.AX

-0.13%

RYM.AX

0.63%

SFR.AX

-6.79%

SMI.AX

-5.41%

STO.AX

1.11%

SCG.AX

-0.29%

SEK.AX

-1.42%

SHV.AX

SRV.AX

-1.47%

SSM.AX

-0.41%

SGH.AX

-0.04%

SHA.AX

-3.7%

SIG.AX

SLX.AX

-6.01%

SGM.AX

-3.1%

SDR.AX

-2.71%

SKS.AX

-2.95%

SKC.AX

-2.73%

SIQ.AX

-0.32%

SHL.AX

-1.32%

S32.AX

-4.68%

SX2.AX

-1.96%

SXE.AX

-2.76%

SPK.AX

-1.34%

SRG.AX

-1.79%

SBM.AX

-5.29%

SMR.AX

-2.15%

SDF.AX

0.09%

SGP.AX

-3.91%

SKG.AX

-1.79%

SNZ.AX

-2.22%

SUN.AX

2.48%

SRL.AX

-1.32%

SUL.AX

-0.97%

SLC.AX

-0.92%

SNL.AX

-1.6%

SYL.AX

TAH.AX

-3.44%

TEA.AX

-4.17%

TNE.AX

-1.61%

TLX.AX

-5.37%

TLS.AX

0.84%

TPW.AX

-3.38%

A2M.AX

-1.11%

TLC.AX

0.31%

SGR.AX

-3.45%

TWR.AX

0.95%

TPG.AX

0.52%

TCL.AX

0.81%

TWE.AX

-0.95%

TUA.AX

-1.46%

TGN.AX

-2.03%

TCG.AX

-6.18%

TRA.AX

UNI.AX

-3.01%

VAU.AX

-4.28%

VNT.AX

-0.87%

VCX.AX

-1.05%

VGN.AX

-2.68%

VMM.AX

-5.21%

VGL.AX

-0.47%

VEA.AX

2.02%

VUL.AX

-5.8%

VSL.AX

-2.52%

VYS.AX

-4.08%

WA1.AX

-4.32%

WGN.AX

-1.2%

WAM.AX

-1.46%

WGB.AX

WLE.AX

-0.57%

SOL.AX

-0.79%

WPR.AX

-0.66%

WQG.AX

-0.96%

WEB.AX

-0.14%

WBT.AX

-4.87%

WES.AX

-0.33%

WAF.AX

-1.93%

WGX.AX

-6.78%

WBC.AX

1.17%

WHF.AX

-0.63%

WHC.AX

-2.26%

WIA.AX

-3.23%

WTC.AX

-3.72%

WDS.AX

-0.08%

WOW.AX

-0.42%

WOR.AX

-1.85%

XRO.AX

-3.01%

YAL.AX

-0.24%

ZIM.AX

-2%

ZIP.AX

-4.3%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.91	-1.73	-1.16
SSO ASX Small Caps	14.47	-0.19	-1.3
IVV S&P 500	70.74	0.09	0.13
NDQ Nasdaq	59.07	-0.22	-0.37
F100 FTSE 100	15.03	0	0
ASIA Asia Tech	20.11	-0.42	-2.05
IEU Europe	96.01	-0.1	-0.1
IEM Emerging Markets	94.47	-1.07	-1.12
Gold Gold	55.21	-0.79	-1.41
ACDC Battery Tech	121.50	-2.81	-2.26

COMMODITIES	Close($)	-/+	%
Gold	4,322.19	6.5	0.15
Silver	63.35	-0.1995	-0.31
Platinum	1,772.88	-3.8001	-0.21
Palladium	1,281.16	-0.9233	-0.07
Ice Brent Crude	109.37	11.45	11.69
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7154	0	0
Euro	1.1606	-0.0004	-0.03
British Pound	1.3502	-0.0006	-0.04
Canadian Dollar	1.3840	0.001	0.07
New Zealand Dollar	0.5814	0.0017	0.29
Chinese Yuan	6.7107	0.0046	0.07
Japanese Yen	154.3700	-0.02	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	-6.1%	156.25%	0.32 0.89
BGL	Bellevue Gold Limited	1.53	-4.81%	0.00%	0.91 2.00
BHP	Bhp Group Ltd	60.51	-4.62%	56.80%	39.30 68.77
FMG	Fortescue Ltd	16.81	-2.21%	-7.78%	16.57 23.38
NHC	New Hope Corporation Ltd	6.41	-0.08%	44.37%	3.77 6.49
WHC	Whitehaven Coal Limited	8.58	-3%	41.67%	5.94 9.90
NEM	Newmont Cdi	173.89	-2.21%	0.00%	117.17 190.91
NXG	Nexgen Ene Cdi	14.06	-4.61%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	20.93	-6.88%	83.43%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
IAG	Insurance Austra	8.09	3.59
INA	Ingenia Communit	3.98	3.25
AUB	Aub Group	27.82	3.04
QBE	Qbe Insurance Gr	22.70	2.95
CGF	Challenger	10.19	2.52
SUN	Suncorp Grou	19.39	2.48
HGH	Heartland Group	1.02	2.27
CBO	Cobram Estate	2.84	2.16
VEA	Viva Energy Grp	3.03	2.02
BPT	Beach Energy	0.89	2

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DVP	Develop Global	4.78	-10.99
BMN	Bannerman Energy	3.79	-10.82
FML	Focus Minerals L	2.14	-10.08
DYL	Deep Yellow	1.44	-8.6
CSC	Capstone Cdi	14.53	-8.56
PDN	Paladin Energy	10.41	-8.44
29M	29metals	0.36	-7.79
AIS	Aeris Resources	0.48	-7.77
IPX	Iperionx	2.63	-7.72
LTR	Liontown	1.08	-7.69

OPINION

Latest Market Matters Opinions

11/09/2026 09:25

The Bottom Line

We are neutral towards the four ETFs considered today, at current prices: ATEC, MVB, OZR, and VAP, though would be interested into further weakness.

11/09/2026 09:23

Vanguard Australian Property Securities Index ETF (ASX: VAP) $84.20

Any member reading the financial press at present will be well aware that property prices are falling, cracks are emerging in private credit, and bonds are trading around multi-year lows as yields push higher. The VAP ETF carries a large exposure to sector heavyweight Goodman Group (GMG), but the 14% drop since its June swing high has been due to weakness across the broad sector, which feels friendless at the moment.

ACTION

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Market Matters Content

ETF Friday: Four ETFs to consider if the ASX follows the 2022/2026 road map

Morning report 11/09/2026

Afternoon Report

The Match Out: ASX drops sharply; risk off dominates as yields and oil tick higher

Afternoon report 10/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

I note in an earlier article (29/22/2024) that there was some interest in pursuing a class action against AAIG with regards to their advertised IPO. It seems that I too was also stooged and am now seeking options to recover my investment. Is there a mailing list or forum through which I can make contact with investors in the same position as myself to ascertain where I stand and what options are available to me.

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Is MM planning on holding the Bank Hybrids you have in the Income Portfolio to the redemption date? I have several Bank Hybrids in my super and my stockbroker is suggesting I should consider selling them while they are above par and put the money into other fixed interest assets like corporate bonds. When and where will you move your Bank Hybrid money to?

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Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

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Latest View Points

VAP

OZR

MVB

ATEC

NAB

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why GrainCorp (ASX: GNC) is down more than 5% today

GrainCorp is under pressure today after announcing a delay to Release 1 of GrainCorp’s SAP implementation until Q2 CY27.

ASX:GNC 09/09/2026

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 09/09/2026

Morning Report

ETF Friday: Four ETFs to consider if the ASX follows the 2022/2026 road map

Morning report 11/09/2026

Afternoon Report

The Match Out: ASX drops sharply; risk off dominates as yields and oil tick higher

Afternoon report 10/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Latest View Points

VAP

OZR

MVB

ATEC

NAB

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why GrainCorp (ASX: GNC) is down more than 5% today

GrainCorp is under pressure today after announcing a delay to Release 1 of GrainCorp’s SAP implementation until Q2 CY27.

ASX:GNC 09/09/2026

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 09/09/2026

Opinion + Action