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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.06	0	0
SSO ASX Small Caps	18.01	0	0
IVV S&P 500	67.45	0	0
NDQ Nasdaq	55.07	0	0
F100 FTSE 100	15.07	0	0
ASIA Asia Tech	15.55	0	0
IEU Europe	102.32	0	0
IEM Emerging Markets	86.48	0	0
Gold Gold	64.57	0	0
ACDC Battery Tech	152.89	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,935.01	-1.28	-0.03
Silver	96.16	-0.0211	-0.02
Platinum	2,630.00	0.55	0.02
Palladium	1,907.50	-12.5619	-0.65
Ice Brent Crude	65.32	0.4	0.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6840	0.008	1.18
Euro	1.1754	0.0072	0.62
British Pound	1.3497	0.0072	0.54
Canadian Dollar	1.3785	-0.0048	-0.35
New Zealand Dollar	0.5927	0.0085	1.45
Chinese Yuan	6.9726	0.0089	0.13
Japanese Yen	158.4000	0.15	0.09

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	4.80	0%	33.98%	3.50 5.02
DDR	Dicker Data Ltd	10.24	0%	19.79%	7.58 10.94
GQG	Gqg Partners Inc	1.59	0%	-23.40%	1.43 2.61
HUB	Hub24 Ltd	101.02	0%	34.34%	48.84 122.03
JHX	James Hardie Ind	35.42	0%	-36.62%	24.41 55.18
MGR	Mirvac Group	2.01	0%	1.52%	1.88 2.46
NSR	National Storage Reit	2.75	0%	18.53%	2.05 2.85
PDN	Paladin Energy Ltd	13.36	0%	45.38%	3.93 13.36
WTC	Wisetech Global Ltd	61.72	0%	-47.87%	61.31 130.50
XRO	Xero Ltd	97.76	0%	-40.42%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.42
4DX	4dmedical	4.13
ABG	Abacus Group Unt	1.16
ASK	Abacus Storage K	1.60
AX1	Accent Group	0.95
AIS	Aeris Resources	0.62
AGL	Agl Energy	8.83
AIZ	Air New Zealand	0.50
AAI	Alcoa Corpor Cdi	93.61
ALK	Alkane Resources	1.56

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.89
ZIM	Zimplats Holding	22.90
YAL	Yancoal Australi	5.83
XRO	Xero	97.76
WOR	Worley	12.84
WOW	Woolworths Group	30.76
WDS	Woodside Energy	24.20
WTC	Wisetech Global	61.72
WTN	Winton Land	2.27
WC8	Wildcat Resource	0.45

OPINION

Latest Market Matters Opinions

22/01/2026 17:15

Broker Moves

Vault Minerals Cut to Hold at Canaccord; PT A$6.45 Premier Investments Raised to Outperform at Macquarie Paladin Energy Cut to Sell at Argonaut Securities; PT A$10.50 Healius Cut to Underperform at Jefferies; PT 81 Australian cents Brambles Raised to Neutral at Jarden Securities; PT A$23.10 WiseTech Raised to Overweight at Jarden Securities; PT A$74 NAB Raised to Outperform at Macquarie; PT A$45 Vault Minerals Cut to Neutral at Macquarie; PT A$6.50 Bank of Queensland Raised to Neutral at Macquarie; PT A$6.50 Predictive Discovery Raised to Overweight at Barrenjoey Ventia Services Cut to Neutral at JPMorgan; PT A$5.60 Macquarie Group Raised to Buy at UBS; PT A$235 Bendigo & Adelaide Raised to Hold at Jefferies; PT A$9.50 New Murchison Gold Ltd Cut to Hold at Argonaut Securities Paladin Energy Cut to Underweight at JPMorgan; PT A$9.50 Sigma Healthcare Reinstated Buy at Goldman; PT A$3.50

22/01/2026 17:13

Sandfire Resources (SFR) $19.11

SFR -1.34%: delivered a mixed December-quarter update, with production slightly softer but earnings materially stronger.

ACTION

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Market Matters Content

What Matters Today: Have uranium stocks run too far?

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Ask James ASK A QUESTION

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Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

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Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

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Latest View Points

SFR

CCJ US

NXG

PDN

URNM

EVN

ARB

PSHZF US

CLW

AMC

SEK

TNE

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Paladin (PDN) surges over 13% following a strong quarter

Paladin Energy shares are surging over 13% to the highest since October 2024 after an impressive 2Q.

ASX:PDN 20/01/2026

Xero (XRO) leads growth names higher, is the worm turning?

Xero (XRO) advances over 3% on a weak day for the ASX

ASX:XRO 20/01/2026

Morning Report

What Matters Today: Have uranium stocks run too far?

Morning report 22/01/2026

Afternoon Report

The Match Out: ASX rallies despite hotter employment data

Afternoon report 22/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

Latest View Points

SFR

CCJ US

NXG

PDN

URNM

EVN

ARB