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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-4.88%

4DX.AX

4.35%

ABG.AX

-0.82%

ASK.AX

-0.7%

AX1.AX

0.39%

AIS.AX

1.92%

AGL.AX

0.45%

AIZ.AX

AAI.AX

7.49%

ALK.AX

0.93%

A4N.AX

5.26%

ALQ.AX

0.63%

AMC.AX

-0.24%

AOV.AX

1.02%

AMP.AX

2.5%

AEL.AX

2.22%

ALD.AX

0.84%

ANN.AX

-1.67%

ANZ.AX

0.65%

APA.AX

-0.33%

ARU.AX

ARB.AX

0.69%

ARF.AX

-0.51%

ARG.AX

0.22%

ALL.AX

-0.2%

AYA.AX

1.49%

APZ.AX

1.38%

ASX.AX

-0.26%

ALX.AX

0.82%

AUB.AX

1.16%

AIA.AX

0.7%

AZJ.AX

2.34%

ABB.AX

3.42%

ASB.AX

1.93%

AAC.AX

-0.7%

ACL.AX

1.19%

AEF.AX

0.55%

AFG.AX

0.38%

AFI.AX

-0.27%

AUI.AX

-0.61%

ASG.AX

0.54%

BOQ.AX

-0.28%

BMN.AX

-0.58%

BAP.AX

-3.83%

BCI.AX

-1.28%

BPT.AX

4.41%

BLX.AX

BGA.AX

-1.86%

BGL.AX

1.92%

BEN.AX

0.4%

BHP.AX

2.29%

BKI.AX

-0.84%

BC8.AX

2.79%

XYZ.AX

0.81%

BSL.AX

1.39%

BOE.AX

1.75%

BXB.AX

0.96%

BVS.AX

2.36%

BRE.AX

3.69%

BRG.AX

1.15%

BFL.AX

0.26%

BWP.AX

CMM.AX

1.99%

CSC.AX

1.59%

CAR.AX

0.5%

CIN.AX

CYL.AX

-0.79%

CAT.AX

1.72%

CWP.AX

0.53%

CNI.AX

1.3%

CIP.AX

-0.29%

COF.AX

-0.42%

CHN.AX

-2.25%

CGF.AX

CIA.AX

3.19%

CHC.AX

-0.31%

CLW.AX

CQR.AX

-1.42%

CQE.AX

-0.89%

CNU.AX

1.12%

C79.AX

-2.32%

CVL.AX

1.85%

CU6.AX

-0.82%

CWY.AX

-4.32%

CUV.AX

0.51%

CBO.AX

1.42%

COH.AX

0.44%

CDA.AX

1.52%

COG.AX

0.42%

COL.AX

-0.35%

CKF.AX

1.58%

CBA.AX

0.5%

CPU.AX

0.27%

CEN.AX

0.75%

CRN.AX

-3.03%

CCP.AX

1.93%

CMW.AX

CSL.AX

1.26%

CCL.AX

-0.49%

DBI.AX

1.62%

DTL.AX

0.46%

DTR.AX

-12.79%

DYL.AX

-0.27%

DRR.AX

-0.24%

DVP.AX

-0.46%

DXS.AX

-0.66%

DXI.AX

1.05%

DDR.AX

-0.38%

DGT.AX

-0.71%

DUI.AX

0.18%

DJW.AX

-1.28%

DMP.AX

0.27%

DOW.AX

0.26%

DPM.AX

1.96%

DRO.AX

8.72%

DUR.AX

-1.92%

DNL.AX

-0.62%

APE.AX

2.26%

EBO.AX

-1.43%

EBR.AX

-0.38%

ELD.AX

1.48%

EOS.AX

1.95%

ELV.AX

0.7%

EHL.AX

-1.29%

EMR.AX

3.77%

EDV.AX

-1.39%

EOL.AX

3.5%

ERA.AX

EQT.AX

2.18%

EVN.AX

4.41%

EVT.AX

-0.08%

FCL.AX

-0.65%

FFM.AX

3.19%

FPH.AX

-0.19%

FPR.AX

-1.35%

FBU.AX

0.73%

FLT.AX

0.76%

FML.AX

-2.21%

FMG.AX

1.29%

FGX.AX

0.36%

FGG.AX

0.62%

GEM.AX

3.11%

GLF.AX

-0.4%

GDG.AX

2.25%

GNE.AX

GMD.AX

0.61%

GTK.AX

-2.67%

GNP.AX

-1.01%

GMG.AX

1.03%

GPT.AX

-0.91%

GQG.AX

-0.63%

GNG.AX

-0.78%

GNC.AX

0.47%

GGP.AX

0.24%

GOZ.AX

-0.76%

GCI.AX

-0.49%

GYG.AX

-1.2%

GWA.AX

-0.8%

HSN.AX

0.18%

HVN.AX

0.14%

HLS.AX

1.29%

HGH.AX

2.14%

HM1.AX

1.23%

HLI.AX

0.91%

HMC.AX

1.9%

HDN.AX

-0.72%

HUB.AX

10.63%

IEL.AX

1.43%

IGO.AX

ILU.AX

-0.13%

IMD.AX

3.29%

IFM.AX

0.3%

IFT.AX

0.37%

INA.AX

0.89%

ING.AX

IFL.AX

0.22%

IAG.AX

-0.88%

IDX.AX

INR.AX

IPX.AX

6.82%

IPH.AX

1.15%

IRE.AX

-0.92%

JHX.AX

-0.27%

JBH.AX

0.49%

JDO.AX

5.52%

JIN.AX

1.03%

JMS.AX

4.08%

KAR.AX

0.35%

KLS.AX

0.61%

KCN.AX

4.38%

KKC.AX

1.34%

L1G.AX

2.49%

LSF.AX

2.3%

LRV.AX

1.16%

LFS.AX

-1.32%

LLC.AX

1.46%

LFG.AX

-2.11%

360.AX

-0.5%

LIC.AX

-0.19%

LNW.AX

0.74%

LIN.AX

7.69%

LTR.AX

-2.27%

LOT.AX

LOV.AX

1.46%

LYC.AX

-7.56%

MA1.AX

-0.25%

MAF.AX

3.37%

MGH.AX

0.41%

MAH.AX

MQG.AX

0.6%

MAQ.AX

-0.7%

MAD.AX

0.34%

MFG.AX

1.55%

MYX.AX

4.83%

MMS.AX

-0.17%

MPL.AX

0.21%

MEK.AX

2.27%

MP1.AX

2.76%

MCY.AX

-0.5%

MEZ.AX

0.2%

MSB.AX

9.4%

MTM.AX

-0.49%

MLX.AX

2.98%

MTS.AX

-1.04%

MEI.AX

6.52%

MOT.AX

0.26%

MXT.AX

-0.51%

MFF.AX

1.3%

MIN.AX

1.86%

MI6.AX

3.03%

MIR.AX

-0.3%

MGR.AX

-0.82%

MND.AX

0.04%

MYR.AX

1.18%

MYS.AX

1.13%

NAN.AX

0.64%

NAB.AX

-0.32%

NSR.AX

-0.42%

NGI.AX

5.85%

NWL.AX

2.04%

NEU.AX

2.14%

NHC.AX

-2.27%

NEM.AX

2.7%

NWS.AX

1.21%

NXG.AX

1.21%

NXT.AX

0.98%

NHF.AX

0.96%

NCK.AX

-0.32%

NIC.AX

-2.72%

NEC.AX

NST.AX

2.87%

NVX.AX

1.88%

NWH.AX

NUF.AX

0.93%

NXL.AX

4.59%

OCL.AX

-1.15%

OML.AX

-0.7%

OPH.AX

0.58%

OBM.AX

1.49%

ORI.AX

0.28%

ORG.AX

0.49%

ORA.AX

PDN.AX

1.03%

PNR.AX

3.62%

PGC.AX

5.17%

PPC.AX

2.7%

PPM.AX

2.82%

PRN.AX

PPT.AX

-6.91%

PCI.AX

-1.24%

PRU.AX

3.02%

PXA.AX

-0.13%

PLS.AX

2.55%

PNI.AX

1.97%

PL8.AX

-1.05%

PGF.AX

PNV.AX

6.37%

PDI.AX

PMV.AX

PME.AX

0.4%

PFP.AX

0.4%

PWH.AX

6.46%

PYC.AX

1.64%

QAN.AX

0.56%

QBE.AX

-0.1%

QOR.AX

-0.58%

QAL.AX

2.58%

QRI.AX

-0.63%

QUB.AX

0.69%

RAC.AX

-2.92%

RMS.AX

0.77%

RHC.AX

-1.46%

REA.AX

3.35%

RDX.AX

5.13%

REH.AX

0.51%

RF1.AX

-0.9%

RPL.AX

4.6%

RGN.AX

-0.41%

REG.AX

-0.46%

RRL.AX

5.64%

RWC.AX

RMD.AX

0.68%

RSG.AX

-0.83%

RBD.AX

SGLLV.AX

2.7%

RIC.AX

RIO.AX

0.9%

RUL.AX

RFF.AX

0.26%

RYM.AX

-2.42%

SFR.AX

1.14%

SMI.AX

2.16%

STO.AX

-0.16%

SCG.AX

SEK.AX

1.5%

SHV.AX

0.78%

SRV.AX

-0.27%

SSM.AX

-0.89%

SGH.AX

0.04%

SIG.AX

2.36%

SLX.AX

5.63%

SGM.AX

1.07%

SDR.AX

2.41%

SKC.AX

-0.76%

SIQ.AX

0.37%

SHL.AX

-0.97%

S32.AX

4.49%

SX2.AX

3.99%

SXE.AX

1.7%

SPK.AX

SRG.AX

1.06%

SBM.AX

-1.68%

SMR.AX

-2.23%

SDF.AX

0.34%

SGP.AX

0.15%

SNZ.AX

SUN.AX

-0.56%

SRL.AX

-11.64%

SUL.AX

1.49%

SLC.AX

-0.92%

SNL.AX

2.73%

SYL.AX

0.46%

SYR.AX

-1.22%

TAH.AX

2.37%

TEA.AX

-0.21%

TNE.AX

0.3%

TLX.AX

2.73%

TLS.AX

1.02%

TPW.AX

1.92%

A2M.AX

0.11%

TLC.AX

-2.26%

TWR.AX

0.31%

TPG.AX

-0.56%

TCL.AX

0.74%

TWE.AX

-1.27%

TUA.AX

2.47%

TCG.AX

5.26%

TYR.AX

UNI.AX

2.11%

VAU.AX

VNT.AX

-0.73%

VCX.AX

-0.76%

VGN.AX

2.56%

VGL.AX

-2.13%

VEA.AX

-0.57%

VUL.AX

0.6%

VSL.AX

-2.33%

WA1.AX

2.37%

WGN.AX

0.38%

WAM.AX

-0.83%

WGB.AX

1.21%

WLE.AX

1.09%

SOL.AX

1.22%

WPR.AX

-0.37%

WEB.AX

1.42%

WBT.AX

4.88%

WES.AX

1.58%

WGX.AX

1.8%

WBC.AX

-0.18%

WHF.AX

-0.71%

WHC.AX

-1.42%

WIA.AX

1.43%

WTN.AX

WTC.AX

1.43%

WDS.AX

0.58%

WOW.AX

0.04%

WOR.AX

0.94%

XRO.AX

-1.97%

YAL.AX

-6.56%

ZIM.AX

-0.05%

ZIP.AX

-9.11%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.54	1.06	0.7
SSO ASX Small Caps	17.65	0.29	1.67
IVV S&P 500	68.97	0.49	0.72
NDQ Nasdaq	56.96	0.44	0.78
F100 FTSE 100	14.65	0.05	0.34
ASIA Asia Tech	14.84	0.12	0.82
IEU Europe	101.56	0.63	0.62
IEM Emerging Markets	85.07	0.61	0.72
Gold Gold	61.20	1.06	1.76
ACDC Battery Tech	129.40	1.8	1.41

COMMODITIES	Close($)	-/+	%
Gold	4,264.71	-90.5453	-2.08
Silver	49.56	-2.9139	-5.55
Platinum	1,583.85	-54.337	-3.32
Palladium	1,424.00	-72.0732	-4.82
Ice Brent Crude	60.94	-0.35	-0.57
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6480	-0.0032	-0.49
Euro	1.1618	-0.0022	-0.19
British Pound	1.3377	-0.0027	-0.2
Canadian Dollar	1.4060	0.0024	0.17
New Zealand Dollar	0.5713	-0.0031	-0.54
Chinese Yuan	7.1190	-0.0006	-0.01
Japanese Yen	151.7200	0.98	0.65

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	4.39	1.62%	29.34%	3.26 4.93
DDR	Dicker Data Ltd	10.46	-0.38%	15.13%	7.58 10.59
GQG	Gqg Partners Inc	1.59	-0.63%	-40.71%	1.54 2.85
HUB	Hub24 Ltd	118.59	10.63%	59.93%	48.84 115.00
JHX	James Hardie Ind	33.30	-0.27%	-37.23%	27.32 58.82
MGR	Mirvac Group	2.42	-0.82%	11.93%	1.81 2.44
NSR	National Storage Reit	2.38	-0.42%	-5.16%	2.05 2.57
PDN	Paladin Energy Ltd	8.84	1.03%	-29.94%	3.93 13.14
WTC	Wisetech Global Ltd	84.17	1.43%	-32.25%	67.80 141.61
XRO	Xero Ltd	151.54	-1.97%	4.70%	134.00 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
HUB	Hub24	118.59	10.63
MSB	Mesoblast	2.91	9.4
DRO	Droneshield	4.86	8.72
LIN	Lindian Resource	0.42	7.69
AAI	Alcoa Corpor Cdi	59.68	7.49
IPX	Iperionx	8.30	6.82
MEI	Meteoric Resourc	0.25	6.52
PWH	Pwr Holdings	8.40	6.46
PNV	Polynovo	1.34	6.37
NGI	Navigator Global	2.17	5.85

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.38	-12.79
SRL	Sunrise Energy	5.24	-11.64
ZIP	Zip Co	4.19	-9.11
LYC	Lynas Rare Earth	18.96	-7.56
PPT	Perpetual	19.81	-6.91
YAL	Yancoal Australi	5.27	-6.56
29M	29metals	0.39	-4.88
CWY	Cleanaway Waste	2.66	-4.32
BAP	Bapcor	2.51	-3.83
CRN	Coronado Global	0.32	-3.03

OPINION

Latest Market Matters Opinions

21/10/2025 17:15

Broker Moves

• Beach Energy Raised to Hold at Morgans Financial Limited • Evolution Raised to Buy at Canaccord; PT A$12.45 • StepChange Rated New Buy at Ord Minnett; PT 23 Australian cents • Beach Energy Raised to Buy at Canaccord; PT A$1.30 • REA Group Rated New Outperform at RBC; PT A$270 • Beach Energy Raised to Neutral at Citi; PT A$1.05 • Zip Co. Cut to Hold at Jefferies; PT A$5 • Austco Healthcare Rated New Buy at Bell Potter • Mineral Resources Rated New Buy at Argonaut Securities; PT A$55

21/10/2025 17:15

BHP Group (BHP) $44.13

BHP +2.26%: Delivered a steady September quarter, reaffirming full-year guidance across all key divisions and posting a modest lift in copper and metallurgical coal production.

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What Matters Today: Revisiting the Insurance stocks after a 10% correction

Morning report 21/10/2025

Afternoon Report

The Match Out: Aus-US minerals deal pushes ASX to all-time-high, HUB flows impress

Afternoon report 21/10/2025

Ask James ASK A QUESTION

Ask James

Question asked 18/10/2025

Light & Wonder-CDI (LNW) and Australian Strategic Materials (ASM)

Hi Market Matters Team Could I have your current view on LNW. It has continued to fall. They announced the Nasdaq delisting is expected to take effect from 13th Nov 2025. Would this be sellers not wanting to hold shares primarily listed on the ASX? Do you expect once this happens LNW will find support? Could you look at ASM - Australian Strategic Materials- It has had a huge run up since early Oct - as has most rare earths stocks. It has now also come off the last couple of days as profit taking and a bit of cooling off in the sector has occurred. Is this one to hold once the sector hots up again? regards Debbie

Ask James

Question asked 18/10/2025

Citigroup Inc (C US) v Bank of America (BAC US)

Looking for exposure to US investment banks that are more diversified than traditional pure IBs like GS. What’s your thoughts on Citi and BofA. Citi appears to now be trading around 1x tangible book value vs most other US banks significantly higher than this. Would this be a compelling way to play US banks right now and all their business units appear to now be performing in sync.

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