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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

3.02%

ABG.AX

-4.83%

ASK.AX

-2.1%

AGL.AX

0.23%

A1M.AX

0.77%

AGI.AX

9.29%

AIZ.AX

-1.37%

AAI.AX

2.21%

ALK.AX

3.04%

A4N.AX

9.09%

ALQ.AX

0.93%

AMC.AX

-1.35%

AOV.AX

-1.42%

AMP.AX

0.31%

AEL.AX

-0.88%

ALD.AX

0.48%

ANN.AX

-0.36%

ANZ.AX

-0.43%

APA.AX

0.1%

ARU.AX

ARB.AX

1.45%

ARF.AX

-0.94%

ARG.AX

-0.56%

ALL.AX

0.32%

AYA.AX

-3.23%

APZ.AX

-3.81%

ASX.AX

2.34%

ALX.AX

2.23%

AUB.AX

0.23%

AIA.AX

-0.44%

AMI.AX

AZJ.AX

0.24%

ABB.AX

5.03%

ASB.AX

-1.49%

AAC.AX

0.77%

AFI.AX

-0.76%

AUI.AX

BOQ.AX

-0.96%

BMN.AX

1.97%

BCI.AX

-1.43%

BPT.AX

1.39%

BGA.AX

-1.09%

BGL.AX

0.66%

BEN.AX

0.68%

BHP.AX

0.27%

BKI.AX

-0.28%

BC8.AX

-0.43%

XYZ.AX

BSL.AX

-0.66%

BMC.AX

-4.75%

BOE.AX

1.56%

BXB.AX

1.39%

BVS.AX

3.45%

BRE.AX

-10.74%

BRG.AX

-0.31%

BGP.AX

BFL.AX

0.24%

BWP.AX

-0.26%

CMM.AX

1.28%

CSC.AX

0.26%

CAR.AX

3.42%

CIN.AX

CYL.AX

2.88%

CAT.AX

10.09%

CWP.AX

-1.04%

CNI.AX

-3.07%

CIP.AX

-1.01%

COF.AX

-0.55%

CHN.AX

CGF.AX

1.35%

CIA.AX

-2.25%

CHI.AX

CHC.AX

-0.59%

CLW.AX

-1.16%

CQR.AX

-2.12%

CQE.AX

-1.19%

CNU.AX

-1.61%

C79.AX

-0.33%

CVL.AX

0.87%

CU6.AX

-5.22%

CWY.AX

1.75%

CBO.AX

-2.18%

COH.AX

0.57%

CDA.AX

0.4%

COL.AX

-0.05%

CKF.AX

-4.42%

CBA.AX

-1.04%

CPU.AX

0.93%

CEN.AX

-0.12%

CXO.AX

8.47%

CCP.AX

0.62%

CMW.AX

-4.55%

CSL.AX

-2.49%

CCL.AX

0.42%

DBI.AX

-1.08%

DTL.AX

4.1%

DTR.AX

-2.78%

DYL.AX

0.95%

DRR.AX

-0.22%

DVP.AX

2.29%

DXS.AX

-1.25%

DXI.AX

-0.42%

DDR.AX

4.92%

DGT.AX

-3.79%

DJW.AX

DMP.AX

-2.28%

DOW.AX

0.25%

DPM.AX

4.44%

DRO.AX

-8.55%

DUR.AX

0.39%

DNL.AX

-1.86%

APE.AX

-1.63%

EBO.AX

-1.78%

EIQ.AX

2.22%

ELD.AX

-1.44%

EOS.AX

6.29%

ELV.AX

-2.79%

ELS.AX

-0.66%

EHL.AX

-0.47%

EMR.AX

EDV.AX

0.35%

ERA.AX

EQR.AX

-6.52%

EUR.AX

-2.06%

EVN.AX

2.39%

EVT.AX

-3.98%

FCL.AX

-4.67%

FFM.AX

4.9%

FPH.AX

-1.89%

FPR.AX

-1.41%

FBU.AX

0.76%

FLT.AX

-0.46%

FML.AX

3.84%

FRS.AX

-1.75%

FMG.AX

0.9%

FRW.AX

FGX.AX

FGG.AX

0.91%

GLN.AX

GLF.AX

-3.15%

GDG.AX

0.49%

GNE.AX

GMD.AX

0.85%

GNP.AX

5.37%

GMG.AX

0.13%

GPT.AX

-0.82%

GQG.AX

-1.04%

GNG.AX

2.06%

GNC.AX

1.42%

GGP.AX

1.25%

GOZ.AX

-1.83%

GCI.AX

0.49%

GYG.AX

2.7%

GWA.AX

-6.54%

HSN.AX

2.37%

HVN.AX

-0.43%

HGH.AX

HM1.AX

1.75%

HLI.AX

-3.73%

HMC.AX

-2.29%

HDN.AX

-0.81%

HUB.AX

1.84%

IEL.AX

6.28%

IGO.AX

4.7%

ILU.AX

0.38%

IMD.AX

1.23%

IMR.AX

0.57%

IFT.AX

-0.99%

INA.AX

-0.26%

ING.AX

-0.96%

IAG.AX

0.52%

IDX.AX

0.46%

IPG.AX

1.68%

IPX.AX

0.69%

IPH.AX

1.85%

IRE.AX

2.66%

JHX.AX

1.1%

JBH.AX

0.86%

JDO.AX

-5.13%

JMS.AX

KAR.AX

2.05%

KLS.AX

-5.56%

KCN.AX

3.95%

KKC.AX

GLS.AX

2.63%

LGF.AX

-4.7%

L1G.AX

0.95%

LSF.AX

-3.56%

LRV.AX

6.8%

LFS.AX

2.22%

LLC.AX

-5.51%

LFG.AX

0.64%

360.AX

5.38%

LIC.AX

-1.72%

LNW.AX

-1%

LIN.AX

3.95%

LTR.AX

3.31%

LOV.AX

-0.52%

LYL.AX

7.56%

LYC.AX

-2.71%

MA1.AX

-1.51%

MAF.AX

-2.33%

MGH.AX

1.76%

MAH.AX

-0.5%

MQG.AX

-0.07%

MAQ.AX

2.2%

MAD.AX

-0.36%

MFG.AX

1.42%

MAU.AX

-0.26%

MMS.AX

1.86%

MPL.AX

-1.88%

MP1.AX

7.02%

MCY.AX

-2.56%

MEZ.AX

-0.21%

MSB.AX

-1.4%

MLX.AX

-0.32%

MTS.AX

MEI.AX

MOT.AX

-0.87%

MXT.AX

MFF.AX

0.2%

MIN.AX

1.17%

MI6.AX

-2.96%

MIR.AX

2.05%

MGR.AX

-1.48%

MND.AX

-0.97%

MYS.AX

0.45%

NAN.AX

3.16%

NAB.AX

0.11%

NGI.AX

-2.69%

NWL.AX

0.98%

NEU.AX

-2.27%

NHC.AX

1.37%

NEM.AX

-0.51%

NWS.AX

-1.7%

NXG.AX

0.32%

NXT.AX

1.84%

NHF.AX

-2.69%

NCK.AX

-0.69%

NIC.AX

NEC.AX

0.52%

NST.AX

-1.59%

NWH.AX

-0.39%

NUF.AX

-2%

NXL.AX

9.03%

OCL.AX

8.88%

OML.AX

OPH.AX

-1.12%

OBM.AX

2.93%

ORI.AX

-0.83%

ORG.AX

-0.64%

ORA.AX

-1.53%

PDN.AX

-0.18%

PNR.AX

1.33%

PPC.AX

-3.46%

PPM.AX

2.1%

PRN.AX

0.47%

PPT.AX

0.88%

PCI.AX

0.46%

PRU.AX

0.19%

PXA.AX

-1.49%

PNI.AX

2.01%

PL8.AX

-0.72%

PLS.AX

4.33%

PGF.AX

2.36%

PNV.AX

-4.51%

PDI.AX

1.35%

PMV.AX

1.28%

PME.AX

9.22%

PWH.AX

-0.32%

PYC.AX

-1.11%

QAN.AX

-0.42%

QBE.AX

-1.15%

QAL.AX

-3.15%

QRI.AX

-0.32%

QUB.AX

-0.4%

RAC.AX

3.49%

RMS.AX

0.62%

RHC.AX

-1.48%

REA.AX

1.5%

RDX.AX

2.15%

REH.AX

-0.43%

RF1.AX

2.36%

RPL.AX

1.9%

RG1.AX

-0.85%

RGN.AX

0.44%

REG.AX

-1.06%

RRL.AX

0.49%

RWC.AX

RMD.AX

-7.58%

RSG.AX

-2.33%

SGLLV.AX

0.25%

RIC.AX

-1.06%

RIO.AX

1.55%

RXL.AX

1.18%

RFF.AX

RYM.AX

SFR.AX

-0.56%

SMI.AX

-1.79%

STO.AX

-0.13%

SCG.AX

-1.57%

SEK.AX

-0.81%

SHV.AX

1.02%

SRV.AX

-4.03%

SSM.AX

-0.84%

SGH.AX

-0.29%

SHA.AX

-1.38%

SIG.AX

-0.68%

SLX.AX

-1.94%

SGM.AX

2.09%

SDR.AX

10.86%

SKS.AX

1.21%

SIQ.AX

1.84%

SHL.AX

-1.38%

S32.AX

-1.46%

SX2.AX

6.1%

SXE.AX

-0.49%

SPK.AX

-0.92%

SRG.AX

SBM.AX

2.61%

SMR.AX

4.36%

SDF.AX

-0.74%

SGP.AX

-3.41%

SNZ.AX

5.87%

SUN.AX

0.69%

SRL.AX

-5.53%

SUL.AX

-1.36%

SLC.AX

0.86%

SNL.AX

-0.77%

SYL.AX

-1.84%

TAH.AX

1.3%

TEA.AX

-1.99%

TNE.AX

6.4%

TLX.AX

-0.08%

TLS.AX

-0.96%

TPW.AX

-4.07%

A2M.AX

-0.93%

TLC.AX

-2.77%

SGR.AX

TVN.AX

1.69%

TWR.AX

0.32%

TPG.AX

2.56%

TCL.AX

-1.8%

TWE.AX

-0.47%

TUA.AX

-3.38%

TCG.AX

4.17%

TRA.AX

UNI.AX

-2.36%

VAU.AX

1.19%

VNT.AX

1.77%

VCX.AX

-0.4%

VGN.AX

-0.72%

VMM.AX

2.66%

VGL.AX

-1.38%

VEA.AX

0.47%

VUL.AX

3.51%

VSL.AX

6.13%

WA1.AX

1.8%

WGN.AX

-1.31%

WAM.AX

WGB.AX

0.46%

WLE.AX

SOL.AX

-1.31%

WPR.AX

-0.84%

WQG.AX

0.53%

WEB.AX

-2.68%

WBT.AX

-1.93%

WES.AX

-0.05%

WAF.AX

0.95%

WGX.AX

0.78%

WBC.AX

0.42%

WHF.AX

-0.62%

WHC.AX

2.97%

WIA.AX

WC8.AX

1.8%

WTN.AX

WTC.AX

8.72%

WDS.AX

0.03%

WOW.AX

-0.48%

WOR.AX

XRO.AX

7.69%

YAL.AX

1.92%

ZIM.AX

2.09%

ZIP.AX

5.22%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.33	0.23	0.16
SSO ASX Small Caps	16.02	0	0
IVV S&P 500	70.50	0.07	0.1
NDQ Nasdaq	62.60	0.38	0.61
F100 FTSE 100	14.75	-0.08	-0.54
ASIA Asia Tech	22.97	0.66	2.96
IEU Europe	100.92	-0.41	-0.4
IEM Emerging Markets	98.29	1.18	1.22
Gold Gold	57.51	-0.13	-0.23
ACDC Battery Tech	177.10	-1.46	-0.82

COMMODITIES	Close($)	-/+	%
Gold	4,455.47	-80.3469	-1.77
Silver	74.39	-0.8695	-1.16
Platinum	1,922.95	5.9134	0.31
Palladium	1,345.00	-9.3291	-0.69
Ice Brent Crude	93.26	1.21	1.31
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7139	-0.0044	-0.61
Euro	1.1614	-0.0045	-0.39
British Pound	1.3422	-0.0037	-0.27
Canadian Dollar	1.3841	0.0046	0.33
New Zealand Dollar	0.5917	-0.0071	-1.19
Chinese Yuan	6.7650	-0.0012	-0.02
Japanese Yen	159.6800	0.42	0.26

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.66	0.77%	94.03%	0.30 0.75
BGL	Bellevue Gold Ltd	1.53	0.66%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	62.48	0.27%	63.33%	35.52 62.95
FMG	Fortescue Ltd	22.51	0.9%	42.28%	14.31 23.38
NHC	New Hope Corporation Ltd	5.92	1.37%	53.68%	3.63 6.14
WHC	Whitehaven Coal Ltd	9.01	2.97%	54.59%	5.31 9.90
NEM	Newmont Cdi	150.50	-0.51%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	15.90	0.32%	0.00%	9.23 20.47
SFR	Sandfire Resources Ltd	19.52	-0.56%	69.81%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SDR	Siteminder	3.88	10.86
CAT	Catapult Sports	3.71	10.09
AGI	Ainsworth Game T	1.53	9.29
PME	Pro Medicus	144.46	9.22
A4N	Alpha Hpa	0.78	9.09
NXL	Nuix	1.51	9.03
OCL	Objective Corpor	11.40	8.88
WTC	Wisetech Global	39.15	8.72
CXO	Core Lithium	0.32	8.47
XRO	Xero	80.95	7.69

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BRE	Brazilian Rare	5.90	-10.74
DRO	Droneshield	3.10	-8.55
RMD	Resmed Inc	26.57	-7.58
GWA	Gwa Group	2.00	-6.54
EQR	Eq Resources	0.22	-6.52
KLS	Kelsian Group	4.25	-5.56
SRL	Sunrise Energy	15.02	-5.53
LLC	Lendlease Group	2.57	-5.51
CU6	Clarity Pharmace	2.36	-5.22
JDO	Judo Capital Hol	1.48	-5.13

OPINION

Latest Market Matters Opinions

01/06/2026 16:57

What Mattered Today

The ASX opened lower and chopped around for most of the day until a sustained upward move in the afternoon pulled the index back to close near flat. Belief in a potential US-Iran ceasefire continued to be hold firm despite a rebound in oil prices, though there was plenty of action under the surface.

01/06/2026 16:56

ReadyTech (ASX: RDY) $1.63

RDY +21.64%: surged after receiving a takeover approach from Canadian software group TSS, though the board has already rejected the proposal as opportunistic and materially undervaluing the business. TSS initially lodged an off-market bid at $1.75/share before improving its proposal to $2.00/share via a scheme of arrangement, valuing the business at ~$250m.

ACTION

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Market Matters Content

Macro Monday: Domestic Data Eases Rate Fears Despite Geopolitical Tensions

Morning report 01/06/2026

Afternoon Report

The Match Out: ASX flat but tech fires up, RDY jumps on takeover bid

Afternoon report 01/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/05/2026

BetaShares Nasdaq 100 ETF (ASX: NDQ) and SpaceX inclusion

Hi guys, It is my understanding that the Nasdaq in recent weeks made amendments to the rules for the Nasdaq 100 index to “fact track” SpaceX entry on to the index. How and when would an ETF like NDQ reflect such an inclusion? SpaceX free float is actually very low (I believe no more than 8%), but the market cap is large (money wise). Is there a risk of funds having to rotate from other sectors/stocks to cover the weight of SpaceX in the index? Lastly, I read your response about Pengana Private Equity Trust as a vehicle to gain exposure to the IPO. It appears to me that the recent share price appreciation is driven by SpaceX interest as the rest of the investments are a bit of a black box. It seems very speculative and prone to dilution post IPO, in my humble opinion. What do you think? Thanks for your responses. Angela What is MM advice regarding SpaceX IPO? Should we be attempting to join the chorus of interest in buying shares directly? Or maybe we can buy into a fund or ETF that contains SpaceX holding. Or just stay out of it! Sandy

Ask James

Question asked 28/05/2026

Catapult Sports Ltd (ASX: CAT)

Hi team, you are doing an excellent job in helping us navigate the stock market. I would like your thoughts on CAT. CAT announced FY26 results on 20/5; the stock was up 17% on that date, closing at $3.39, and reached a high of $3.885 on the next day (21/5). CAT was down 6.16% today (25/5), closing at $3.35. Do you know the reason for today’s big fall?

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Chart of the week

US 30-Year Bond Yield v S&P 500 Index

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Why SiteMinder (ASX: SDR) is soaring up ~8%

SiteMinder (SDR) has rallied up to 12% after announcing a new hotel management system partnership with Mews, a move the market sees as strategically important for customer growth and product positioning.

ASX: SDR 25/05/2026