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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.82%

4DX.AX

ABG.AX

-1.96%

ASK.AX

-1.46%

AGL.AX

0.41%

AIZ.AX

-4.05%

AAI.AX

2.61%

ALK.AX

-3.14%

A4N.AX

ALQ.AX

-0.74%

AMC.AX

-0.27%

AOV.AX

2.32%

AMP.AX

-1.57%

ALD.AX

1.99%

ANN.AX

0.14%

ANZ.AX

-0.44%

APA.AX

-0.41%

ARU.AX

-3.57%

ARB.AX

-0.93%

ARF.AX

-0.91%

ARG.AX

ALL.AX

-1.44%

AYA.AX

-5.03%

APZ.AX

-7.1%

ASX.AX

-0.78%

ALX.AX

0.46%

AUB.AX

0.5%

AIA.AX

-0.6%

AZJ.AX

ABB.AX

-1.25%

ASB.AX

-0.82%

AAC.AX

-0.38%

AEF.AX

2.72%

AFI.AX

AUI.AX

0.09%

BOQ.AX

1.02%

BMN.AX

-3.31%

BCI.AX

BPT.AX

-0.39%

BGA.AX

0.51%

BGL.AX

1.78%

BEN.AX

2.06%

BNZ.AX

-1.48%

BHP.AX

0.28%

BKI.AX

-0.58%

BC8.AX

-1.58%

XYZ.AX

0.27%

BSL.AX

-0.41%

BOE.AX

-2.61%

BXB.AX

0.09%

BVS.AX

-0.51%

BRE.AX

-3.94%

BRG.AX

-0.98%

BGP.AX

0.25%

BFL.AX

0.38%

BWP.AX

1.37%

CMM.AX

-3.22%

CSC.AX

-3.43%

CAR.AX

-1.57%

CIN.AX

CYL.AX

CAT.AX

-6.83%

CWP.AX

1.39%

CNI.AX

-3.09%

CIP.AX

-1.01%

COF.AX

-1.55%

CHN.AX

-1.79%

CGF.AX

-0.36%

CIA.AX

3.27%

CHI.AX

-3.97%

CHC.AX

-1.84%

CLW.AX

-0.87%

CQR.AX

0.79%

CQE.AX

CNU.AX

-0.13%

C79.AX

-2.49%

CVL.AX

-3.36%

CU6.AX

-1.8%

CWY.AX

-0.86%

CBO.AX

COH.AX

2.62%

CDA.AX

-5.93%

COL.AX

0.37%

CKF.AX

-1.2%

CBA.AX

0.26%

CPU.AX

-0.36%

CEN.AX

-3.97%

CXO.AX

9.3%

CRN.AX

1.59%

CCP.AX

2.44%

CMW.AX

-2.5%

CSL.AX

-0.8%

CCL.AX

0.25%

DBI.AX

0.2%

DTL.AX

-1.33%

DTR.AX

-10.78%

DYL.AX

-3.44%

DRR.AX

3.38%

DVP.AX

-4.42%

DXS.AX

-0.66%

DXI.AX

-0.43%

DDR.AX

-0.23%

DGT.AX

-1.49%

DUI.AX

-0.4%

DJW.AX

0.35%

DMP.AX

-0.76%

DOW.AX

-1.53%

DPM.AX

0.53%

DRO.AX

-13.39%

DUR.AX

3.32%

DNL.AX

APE.AX

-0.76%

EBO.AX

2.93%

EIQ.AX

5.03%

ELD.AX

1.53%

EOS.AX

-10.48%

ELV.AX

3.23%

ELS.AX

-6.04%

EHL.AX

-3.61%

EMR.AX

0.4%

EDV.AX

-0.59%

ERA.AX

EQR.AX

EQT.AX

-2.62%

EVN.AX

-1.42%

EVT.AX

1.19%

FCL.AX

-2.9%

FFM.AX

FPH.AX

-0.61%

FPR.AX

-2.4%

FBU.AX

-1.14%

FLT.AX

-1.53%

FML.AX

-1.69%

FMG.AX

1.71%

FRW.AX

FGX.AX

-0.38%

FGG.AX

-1.29%

GLF.AX

-0.22%

GDG.AX

-0.98%

GNE.AX

-1.35%

GMD.AX

-3.93%

GTK.AX

-2.95%

GNP.AX

-1.47%

GMG.AX

-1.32%

GPT.AX

-0.88%

GQG.AX

0.6%

GNG.AX

-0.26%

GNC.AX

3.13%

GGP.AX

-3.46%

GOZ.AX

-1.4%

GCI.AX

0.5%

GYG.AX

-1.43%

GWA.AX

-0.93%

HSN.AX

-0.4%

HVN.AX

1.4%

HGH.AX

1.03%

HM1.AX

-0.36%

HLI.AX

-1.37%

HMC.AX

0.89%

HDN.AX

-0.42%

HUB.AX

-2.66%

IEL.AX

-0.52%

IGO.AX

3.93%

ILU.AX

3.41%

IMD.AX

1.06%

IMR.AX

-2.79%

IFT.AX

2.19%

INA.AX

ING.AX

4.44%

IFL.AX

0.21%

IAG.AX

-0.13%

IDX.AX

-2.49%

IPX.AX

-3.6%

IPH.AX

1.57%

IRE.AX

-1.98%

JHX.AX

-2.45%

JBH.AX

1.14%

JDO.AX

-2.36%

JMS.AX

-1.85%

KAR.AX

2.02%

KLS.AX

-2.3%

KCN.AX

-4.87%

KKC.AX

-1.94%

GLS.AX

-2.09%

L1G.AX

-0.5%

LSF.AX

0.77%

LRV.AX

-3.29%

LFS.AX

-1.07%

LLC.AX

2.76%

LFG.AX

360.AX

1.63%

LIC.AX

-2.06%

LNW.AX

-0.37%

LIN.AX

4.22%

LTR.AX

3.22%

LOV.AX

-3.25%

LYL.AX

0.92%

LYC.AX

0.4%

MA1.AX

0.52%

MAF.AX

-5.27%

MGH.AX

-1.97%

MAH.AX

-2.07%

MQG.AX

-2.15%

MAQ.AX

-0.92%

MAD.AX

MFG.AX

-4.06%

MAU.AX

-1.06%

MMS.AX

1.32%

MPL.AX

-0.45%

MP1.AX

0.68%

MCY.AX

-2.49%

MEZ.AX

-0.65%

MSB.AX

-3.65%

MLX.AX

3.23%

MTS.AX

1.33%

MOT.AX

-0.29%

MXT.AX

MFF.AX

-1.51%

MIN.AX

2.4%

MI6.AX

3.45%

MIR.AX

-1.87%

MGR.AX

-1.67%

MND.AX

-1.99%

MYR.AX

4.84%

MYS.AX

-1.34%

NAN.AX

-1.07%

NAB.AX

-1.34%

NSR.AX

NGI.AX

-2.39%

NWL.AX

-3.97%

NEU.AX

-0.59%

NHC.AX

4.04%

NEM.AX

1.36%

NWS.AX

1.06%

NXG.AX

-2.52%

NXT.AX

-7.89%

NHF.AX

0.16%

NCK.AX

-0.94%

NIC.AX

4.05%

NEC.AX

1.12%

NST.AX

-1.12%

NWH.AX

-1.08%

NUF.AX

1.02%

OCL.AX

-3.28%

OPH.AX

OBM.AX

-1.33%

ORI.AX

-1.46%

ORG.AX

0.81%

ORA.AX

-2.31%

PDN.AX

-1.26%

PNR.AX

-1.85%

PPC.AX

-0.27%

PPM.AX

-0.57%

PRN.AX

-2.8%

PPT.AX

-1.05%

PCI.AX

1.43%

PRU.AX

-1.59%

PXA.AX

-1.15%

PNI.AX

-4.55%

PL8.AX

PLS.AX

3.62%

PGF.AX

-1.45%

PNV.AX

PDI.AX

-6.08%

PMV.AX

-0.48%

PME.AX

-1.51%

PFP.AX

1.49%

PWH.AX

-3.6%

PYC.AX

-5.98%

QAN.AX

-0.71%

QBE.AX

0.28%

QAL.AX

-2.83%

QRI.AX

1.66%

QUB.AX

RMS.AX

-1.12%

RHC.AX

-0.64%

REA.AX

-0.9%

RDX.AX

7.19%

REH.AX

-0.07%

RF1.AX

0.89%

RPL.AX

1.21%

RG1.AX

-1.87%

RGN.AX

-0.45%

REG.AX

-4.58%

RRL.AX

-1.42%

RWC.AX

-1.27%

RMD.AX

-0.52%

RSG.AX

-0.79%

SGLLV.AX

2.64%

RIC.AX

1.48%

RIO.AX

1.46%

RXL.AX

-4.55%

RFF.AX

-0.99%

RYM.AX

-0.56%

SFR.AX

-0.31%

SMI.AX

-5%

STO.AX

1.27%

SCG.AX

-0.3%

SEK.AX

-0.87%

SHV.AX

1.87%

SRV.AX

-0.87%

SSM.AX

-1.03%

SGH.AX

-0.29%

SHA.AX

-2.31%

SIG.AX

SLX.AX

0.19%

SGM.AX

-3.19%

SDR.AX

-4.76%

SKC.AX

-0.81%

SIQ.AX

0.5%

SHL.AX

1.23%

S32.AX

-1.23%

SX2.AX

-0.57%

SXE.AX

-4.76%

SPK.AX

-0.57%

SRG.AX

-2.76%

SBM.AX

SMR.AX

SDF.AX

0.48%

SGP.AX

-0.47%

STK.AX

SUN.AX

0.12%

SRL.AX

1.12%

SUL.AX

0.62%

SLC.AX

-1.23%

SNL.AX

0.31%

SYL.AX

0.44%

TAH.AX

0.52%

TEA.AX

3.04%

TNE.AX

0.74%

TLX.AX

5.65%

TLS.AX

0.38%

TPW.AX

3.34%

A2M.AX

2.16%

TLC.AX

-0.74%

SGR.AX

TVN.AX

TWR.AX

0.97%

TPG.AX

0.25%

TCL.AX

0.79%

TWE.AX

7.42%

TUA.AX

-2.43%

TCG.AX

2.56%

UNI.AX

-0.37%

VAU.AX

-0.75%

VNT.AX

VCX.AX

-0.42%

VGN.AX

-4.38%

VEA.AX

1.64%

VUL.AX

3.48%

VSL.AX

-2.17%

WA1.AX

-1.08%

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

5.01%

WPR.AX

0.42%

WEB.AX

-2.53%

WBT.AX

-15.86%

WES.AX

-0.03%

WAF.AX

-0.66%

WGX.AX

-2.17%

WBC.AX

0.69%

WHF.AX

0.4%

WHC.AX

4.89%

WIA.AX

-3.7%

WC8.AX

WTC.AX

0.08%

WDS.AX

0.26%

WOW.AX

-0.33%

WOR.AX

-0.72%

XRO.AX

0.61%

YAL.AX

3.59%

ZIM.AX

-1.91%

ZIP.AX

-3.66%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.45	-0.08	-0.06
SSO ASX Small Caps	15.15	-0.19	-1.24
IVV S&P 500	62.85	-0.19	-0.3
NDQ Nasdaq	50.64	-0.46	-0.9
F100 FTSE 100	14.58	-0.03	-0.21
ASIA Asia Tech	14.91	-0.08	-0.53
IEU Europe	95.58	-0.01	-0.01
IEM Emerging Markets	82.28	-0.23	-0.28
Gold Gold	58.91	-0.55	-0.92
ACDC Battery Tech	145.00	0.2	0.14

COMMODITIES	Close($)	-/+	%
Gold	4,434.33	55.3232	1.26
Silver	69.01	0.9874	1.45
Platinum	1,857.00	29.746	1.63
Palladium	1,379.16	25.7567	1.9
Ice Brent Crude	105.95	3.73	3.65
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6896	0.0012	0.17
Euro	1.1520	-0.0006	-0.05
British Pound	1.3313	-0.0016	-0.12
Canadian Dollar	1.3846	-0.0012	-0.09
New Zealand Dollar	0.5770	0.001	0.17
Chinese Yuan	6.9107	0	0
Japanese Yen	159.8200	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	0.46	0%	12.20%	0.28 0.75
BGL	Bellevue Gold Ltd	1.43	1.78%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	50.37	0.28%	27.10%	33.25 59.39
FMG	Fortescue Ltd	20.19	1.71%	22.46%	13.18 23.38
NHC	New Hope Corporation Ltd	5.66	4.04%	42.04%	3.33 5.97
WHC	Whitehaven Coal Ltd	9.23	4.89%	62.06%	4.26 9.60
NEM	Newmont Cdi	146.85	1.36%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.27	-2.52%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.88	-0.31%	41.85%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CXO	Core Lithium	0.24	9.3
TWE	Treasury Wine Es	3.62	7.42
RDX	Redox	3.43	7.19
TLX	Telix Pharmaceut	13.65	5.65
EIQ	Echoiq	0.94	5.03
SOL	Washington H Sou	40.26	5.01
EQR	Eq Resources	0.32	5
WHC	Whitehaven Coal	9.23	4.89
MYR	Myer Holdings	0.33	4.84
ING	Inghams Group	1.88	4.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WBT	Weebit Nano	3.82	-15.86
DRO	Droneshield	3.88	-13.39
DTR	Dateline Resourc	0.46	-10.78
EOS	Electro Optic Sy	8.46	-10.48
NXT	Nextdc	11.44	-7.89
APZ	Aspen Group	4.58	-7.1
CAT	Catapult Sports	3.41	-6.83
PDI	Predictive Disco	0.70	-6.08
ELS	Elsight	5.60	-6.04
PYC	Pyc Therapeutics	1.10	-5.98

OPINION

Latest Market Matters Opinions

27/03/2026 16:46

Broker Moves

• Cyprium Metals Rated New Speculative Buy at Canaccord • PLS Group Cut to Neutral at UBS; PT A$4.95 • Deterra Raised to Neutral at UBS; PT A$3.95 • Sandfire Raised to Neutral at UBS; PT A$17.70 • Evolution Raised to Neutral at UBS; PT A$12.50 • Whitehaven Raised to Buy at UBS; PT A$10.10 • IGO Raised to Buy at UBS; PT A$8.55 • Sims Raised to Overweight at Jarden Securities; PT A$23 • RML AU Rated New Outperform at Noble Capital Markets • Endeavour Group Cut to Neutral at Citi; PT A$3.70

27/03/2026 16:45

What Mattered Today

The ASX 200 snapped a three-week losing streak, though there was little conviction around the local market today, with the index slipping mildly lower by the close – although it did recover ~50 points from the morning low as US Futures traded up.

ACTION

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Market Matters Content

ETF Friday: Four International Equity Index ETFs to Watch as War Uncertainty Persists

Morning report 27/03/2026

Afternoon Report

The Match Out: ASX snaps 3 week losing streak, though nerves remain

Afternoon report 27/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/03/2026

The “Big Four” Banks

Hi James & Team Can I have your current view on the 4 Big Banks. With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA - if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb - whereas ANZ, NAB & WBC will payout in May. regards Debbie

Ask James

Question asked 21/03/2026

Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios. PNI : Today i am seeking an update on PNI as it is slightly outdated on the website, however is shown as Active in the portfolio. MTS : MTS has experienced a tail of two extremes regarding its share price over the last 12 months, and it looks like good value at below $3.00 . Can i ask your view on the share price movement, and if there is any apparent short term catalyst that would see it find its way back to $3.50+ levels? Thank you for your time. Kind Regards John Ash

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