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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-5.59%

ABG.AX

-1.46%

ASK.AX

-1.06%

AGL.AX

-1.09%

A1M.AX

4.13%

AIZ.AX

-2.74%

AAI.AX

0.6%

ALK.AX

-0.33%

A4N.AX

4.62%

ALQ.AX

-2.02%

AMC.AX

0.24%

AOV.AX

-1.22%

AMP.AX

-0.33%

ALD.AX

-0.06%

ANN.AX

0.3%

ANZ.AX

-1.5%

APA.AX

-1.99%

ARU.AX

-4.23%

ARB.AX

1.03%

ARF.AX

-0.61%

ARG.AX

-0.45%

ALL.AX

-1.18%

AYA.AX

1.14%

APZ.AX

-1.02%

ASX.AX

-3.18%

ALX.AX

-0.42%

AUB.AX

-2.4%

AIA.AX

-0.72%

AMI.AX

1.61%

AZJ.AX

-0.49%

AUC.AX

1.55%

ABB.AX

-0.57%

ASB.AX

0.97%

AAC.AX

0.38%

AFG.AX

-3.79%

AFI.AX

-1.36%

AUI.AX

-0.83%

BOQ.AX

-0.78%

BMN.AX

-2.67%

BCI.AX

-1.33%

BPT.AX

-1.83%

BGA.AX

-1.16%

BGL.AX

-0.32%

BEN.AX

-1.66%

BNZ.AX

0.96%

BHP.AX

-0.97%

BKI.AX

0.56%

BC8.AX

3.88%

XYZ.AX

4.8%

BSL.AX

-2.68%

BMC.AX

-2.93%

BOE.AX

-4.14%

BXB.AX

-0.66%

BVS.AX

1.77%

BRE.AX

7.74%

BRG.AX

0.29%

BGP.AX

-0.25%

BFL.AX

BWP.AX

-2.28%

CMM.AX

0.44%

CSC.AX

-1.04%

CAR.AX

2.86%

CIN.AX

-1.28%

CYL.AX

1.68%

CAT.AX

0.3%

CWP.AX

-2.85%

CNI.AX

-0.6%

CIP.AX

-0.99%

COF.AX

CHN.AX

1.29%

CGF.AX

-0.34%

CIA.AX

CHI.AX

2.04%

CHC.AX

-1.3%

CLW.AX

-1.69%

CQR.AX

-2.82%

CQE.AX

-0.38%

CNU.AX

0.6%

C79.AX

-1.16%

CVL.AX

0.32%

CU6.AX

-1.69%

CWY.AX

CBO.AX

2.14%

COH.AX

1.7%

CDA.AX

-1.39%

COL.AX

-0.83%

CKF.AX

-1.56%

CBA.AX

-1.85%

CPU.AX

-0.81%

CEN.AX

2.4%

CXO.AX

-1.47%

CCP.AX

CMW.AX

-1.18%

CSL.AX

-1.74%

CCL.AX

-0.21%

DBI.AX

-0.76%

DTL.AX

0.24%

DTR.AX

DYL.AX

-4.68%

DRR.AX

1.15%

DVP.AX

2.55%

DXS.AX

-1.93%

DXI.AX

-0.8%

DDR.AX

0.22%

DGT.AX

-3.48%

DJW.AX

-0.7%

DMP.AX

-3.13%

DOW.AX

-2.53%

DPM.AX

-0.21%

DRO.AX

-3.46%

DUR.AX

-1.88%

DNL.AX

-0.3%

APE.AX

-0.46%

EBO.AX

-1.91%

EIQ.AX

-1.92%

ELD.AX

-1.85%

EOS.AX

-6.29%

ELV.AX

-1.31%

ELS.AX

-1.17%

EHL.AX

-0.47%

EMR.AX

EDV.AX

ERA.AX

14.29%

EQR.AX

EUR.AX

-5.21%

EVN.AX

-0.38%

EVT.AX

-2.75%

FCL.AX

-1.06%

FFM.AX

4.05%

FPH.AX

-0.92%

FPR.AX

3.33%

FBU.AX

-2.49%

FLT.AX

-1.38%

FML.AX

3.45%

FRS.AX

-3%

FMG.AX

-0.7%

FRW.AX

FGX.AX

FGG.AX

0.88%

GLN.AX

-3.74%

GLF.AX

-1.3%

GDG.AX

-3.51%

GNE.AX

-1.94%

GMD.AX

0.97%

GNP.AX

GMG.AX

-1.91%

GPT.AX

-3.11%

GQG.AX

-4.12%

GNG.AX

-0.84%

GNC.AX

-1.93%

GGP.AX

1.15%

GOZ.AX

-1.79%

GCI.AX

GYG.AX

-0.43%

GWA.AX

-2.35%

HSN.AX

-2.03%

HVN.AX

-0.88%

HGH.AX

-4.74%

HM1.AX

-2.1%

HLI.AX

-0.19%

HMC.AX

1.36%

HDN.AX

-1.2%

HUB.AX

-3.1%

IEL.AX

-1.74%

IGO.AX

-1.18%

ILU.AX

-1.99%

IMD.AX

2.8%

IMR.AX

-6.32%

IFT.AX

-0.32%

INA.AX

-2.49%

ING.AX

-3.42%

IAG.AX

-3.06%

IDX.AX

-1.73%

IPG.AX

-0.48%

IPX.AX

7.21%

IPH.AX

-2.35%

IRE.AX

-1.21%

JHX.AX

-1.41%

JBH.AX

-1.58%

JDO.AX

-2.96%

JMS.AX

KAR.AX

-2%

KLS.AX

-1.23%

KCN.AX

0.58%

KKC.AX

-0.48%

GLS.AX

-1.87%

LGF.AX

-0.99%

L1G.AX

LSF.AX

-2.05%

LRV.AX

3.09%

LFS.AX

0.54%

LLC.AX

-1.88%

LFG.AX

1.5%

360.AX

2.9%

LIC.AX

-0.2%

LNW.AX

11.67%

LIN.AX

1.94%

LTR.AX

-2.39%

LOV.AX

-1.9%

LYL.AX

0.15%

LYC.AX

-2.46%

MA1.AX

0.51%

MAF.AX

-2.68%

MGH.AX

1.28%

MAH.AX

-2.52%

MQG.AX

-1.09%

MAQ.AX

0.36%

MAD.AX

-1.28%

MFG.AX

-1.98%

MAU.AX

-0.52%

MMS.AX

1.82%

MPL.AX

-0.22%

MP1.AX

-1.69%

MCY.AX

1.28%

MEZ.AX

0.41%

MSB.AX

-3.35%

MLX.AX

3.58%

MTS.AX

-1.08%

MEI.AX

-2.38%

MOT.AX

MXT.AX

0.26%

MFF.AX

-2.43%

MIN.AX

-2.51%

MI6.AX

6.71%

MIR.AX

MGR.AX

-2.3%

MND.AX

-1.46%

MYS.AX

0.21%

NAN.AX

1.49%

NAB.AX

-2.91%

NGI.AX

-1.1%

NWL.AX

-2.5%

NEU.AX

-1.92%

NHC.AX

-1.18%

NMG.AX

-2.08%

NEM.AX

0.18%

NWS.AX

2.61%

NXG.AX

-3.4%

NXT.AX

-0.54%

NHF.AX

-1.63%

NCK.AX

-0.54%

NIC.AX

-0.91%

NEC.AX

1.57%

NST.AX

-2.49%

NWH.AX

-1.54%

NUF.AX

-2.44%

OCL.AX

-1.08%

OML.AX

-1.95%

OPH.AX

-1.89%

OBM.AX

0.37%

ORI.AX

-3.42%

ORG.AX

-2.32%

ORA.AX

-0.71%

PDN.AX

-3.48%

PNR.AX

-1.17%

PPC.AX

0.61%

PPM.AX

-1.16%

PRN.AX

-1.01%

PPT.AX

-1.66%

PCI.AX

-0.46%

PRU.AX

-0.9%

PXA.AX

-2.13%

PNI.AX

-1.45%

PL8.AX

PLS.AX

-1.73%

PGF.AX

-1.33%

PNV.AX

-2.88%

PDI.AX

-0.53%

PMV.AX

-0.4%

PME.AX

-0.33%

PFP.AX

-0.54%

PWH.AX

1.04%

PYC.AX

4.24%

QAN.AX

-1.11%

QBE.AX

-1.55%

QAL.AX

4.42%

QRI.AX

-0.32%

QUB.AX

-0.4%

RAC.AX

9.2%

RMS.AX

-0.85%

RHC.AX

-2.07%

REA.AX

1.38%

RDX.AX

-2.4%

REH.AX

-3.15%

RF1.AX

-1.38%

RPL.AX

-3.36%

RG1.AX

-1.78%

RGN.AX

-0.87%

REG.AX

0.32%

RRL.AX

0.29%

RWC.AX

-0.31%

RMD.AX

-0.9%

RSG.AX

-1.53%

SGLLV.AX

0.64%

RIC.AX

-1.45%

RIO.AX

-0.84%

RXL.AX

-2.25%

RFF.AX

1.49%

RYM.AX

-3.23%

SFR.AX

0.5%

SMI.AX

STO.AX

-1.44%

SCG.AX

-2.37%

SEK.AX

0.43%

SHV.AX

-0.74%

SRV.AX

-4.17%

SSM.AX

0.99%

SGH.AX

-1.85%

SHA.AX

3.87%

SIG.AX

-1.38%

SLX.AX

-6.71%

SGM.AX

-1.1%

SDR.AX

0.32%

SKS.AX

6.49%

SKC.AX

2.91%

SIQ.AX

4.71%

SHL.AX

1.12%

S32.AX

-1.19%

SX2.AX

-3.13%

SXE.AX

SPK.AX

1.17%

SRG.AX

1.32%

SBM.AX

SMR.AX

-1.68%

SDF.AX

-1.22%

SGP.AX

-3.18%

SNZ.AX

1.08%

SUN.AX

-2.29%

SRL.AX

-1.09%

SUL.AX

2.47%

SLC.AX

1.16%

SNL.AX

-0.31%

SYL.AX

-2.86%

TAH.AX

-14.2%

TEA.AX

2.45%

TNE.AX

TLX.AX

-2.25%

TLS.AX

-0.38%

TPW.AX

-1%

A2M.AX

-0.46%

TLC.AX

-0.93%

SGR.AX

TVN.AX

TWR.AX

1.45%

TPG.AX

TCL.AX

-0.21%

TWE.AX

TUA.AX

-1.85%

TCG.AX

UNI.AX

-1.41%

VAU.AX

-3.29%

VNT.AX

-1.38%

VCX.AX

-4.71%

VGN.AX

-1.18%

VEA.AX

-1.33%

VUL.AX

-2.61%

VSL.AX

-0.74%

WA1.AX

0.19%

WGN.AX

-2.69%

WAM.AX

0.87%

WGB.AX

0.46%

WLE.AX

SOL.AX

1.37%

WPR.AX

-1.22%

WQG.AX

WEB.AX

-3.85%

WBT.AX

-2.88%

WES.AX

-1.95%

WAF.AX

WGX.AX

-2.44%

WBC.AX

-4.83%

WHF.AX

-3.2%

WHC.AX

-2.71%

WIA.AX

WC8.AX

-3.1%

WTN.AX

WTC.AX

-4.63%

WDS.AX

-1.44%

WOW.AX

-1.64%

WOR.AX

-1.14%

XRO.AX

-0.63%

YAL.AX

-2.35%

ZIM.AX

1.23%

ZIP.AX

-4.92%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.44	-1.95	-1.31
SSO ASX Small Caps	15.90	0.08	0.51
IVV S&P 500	67.82	0.12	0.18
NDQ Nasdaq	58.54	0.35	0.6
F100 FTSE 100	14.52	-0.28	-1.89
ASIA Asia Tech	20.20	-0.09	-0.44
IEU Europe	98.52	-1.53	-1.53
IEM Emerging Markets	93.66	-0.23	-0.24
Gold Gold	59.88	0.41	0.69
ACDC Battery Tech	179.22	-1.24	-0.69

COMMODITIES	Close($)	-/+	%
Gold	4,714.41	29.2369	0.62
Silver	80.32	1.8474	2.35
Platinum	2,055.35	33.3539	1.65
Palladium	1,491.43	10.53	0.71
Ice Brent Crude	100.25	0.19	0.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7244	0.0035	0.49
Euro	1.1784	0.0059	0.5
British Pound	1.3632	0.0081	0.6
Canadian Dollar	1.3676	0.0012	0.09
New Zealand Dollar	0.5965	0	0
Chinese Yuan	6.8005	-0.0009	-0.01
Japanese Yen	156.6500	-0.24	-0.15

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	4.13%	80.00%	0.30 0.75
BGL	Bellevue Gold Ltd	1.58	-0.32%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.95	-0.97%	52.82%	35.52 59.39
FMG	Fortescue Ltd	21.27	-0.7%	33.10%	14.31 23.38
NHC	New Hope Corporation Ltd	5.03	-1.18%	32.72%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.89	-2.71%	53.20%	5.17 9.90
NEM	Newmont Cdi	160.35	0.18%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.06	-3.4%	0.00%	8.24 20.47
SFR	Sandfire Resources Ltd	18.01	0.5%	74.18%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	14.29
LNW	Light & Wo Cdi 1	114.64	11.67
RAC	Racura Oncology	2.73	9.2
BRE	Brazilian Rare	5.29	7.74
IPX	Iperionx	5.65	7.21
MI6	Minerals 260	0.80	6.71
SKS	Sks Technologies	8.04	6.49
SMI	Santana Minerals	0.63	5
XYZ	Block Cdi	103.06	4.8
SIQ	Smartgroup Corpo	10.67	4.71

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TAH	Tabcorp Holdings	0.76	-14.2
SLX	Silex Systems	5.84	-6.71
IMR	Imricor Medical	1.78	-6.32
EOS	Electro Optic Sy	8.94	-6.29
4DX	4dmedical	3.21	-5.59
EUR	European Lithium	0.46	-5.21
ZIP	Zip Co	2.51	-4.92
WBC	Westpac Banking	37.44	-4.83
HGH	Heartland Group	0.91	-4.74
VCX	Vicinity Centres	2.43	-4.71

OPINION

Latest Market Matters Opinions

09/05/2026 08:28

First Up

The ASX200 experienced a choppy week, ultimately closing up +0.2% following Fridays triple-digit loss as tensions between the US and Iran took a turn for the worse. The local index was threatening to break out toward fresh highs on Thursday before yesterday’s -1.5% sell-off, leaving the market stuck in the 8600-9000 trading range where it’s now looked comfortable for more than a month. The rate-sensitive stocks continue to weigh on the ASX with retail and real estate continuing to drag the local index back despite the best efforts of the miners which saw the materials sector gain +4.3% through the week, with more set to come on Monday.

08/05/2026 17:10

Broker Moves

• AGE AU Rated New Speculative Buy at Argonaut Securities • DevEx Resources Rated New Speculative Buy at Argonaut Securities • Tabcorp Cut to Neutral at Evans & Partners Pty Ltd • Tabcorp Cut to Underweight at JPMorgan; PT 80 Australian cents • BHP Cut to Hold at CLSA; PT A$55.50 • Tabcorp Cut to Hold at Jefferies; PT 93 Australian cents • Beacon Lighting Raised to Outperform at Taylor Collison • Technology One Raised to Buy at Bell Potter; PT A$31.75 • SmartGroup Raised to Buy at Bell Potter; PT A$11.50

ACTION

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Market Matters Content

ETF Friday: Four ASX ETFs that could attract the next wave of buying as investors look for value

Morning report 08/05/2026

Afternoon Report

The Match Out: Peace trade unwinds as the ASX gives back the week’s gains

Afternoon report 08/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 09/05/2026

ETFs

Hi James, Thanks for all your updates and analysis. I would value your opinion on the QUAL ETF. Also, you mentioned RBTZ last Friday as being "cautiously bullish", but preferred SEMI and AINF for AI exposure. I hold RBTZ and have done quite well - if you were me, would you be switching out of this into either SEMI or AINF, and if so, which one?

Ask James

Question asked 09/05/2026

Vault Minerals Ltd (ASX:VAU) and Regis Resources (ASX: RRL)

From the perspective of a Vault shareholder, how would you view the proposed merger with Regis? Is it likely to be net positive in the long run and/or will it raise any short term issues/share price pressure leading up to the merger?

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

MQG

MVB

ATEC

VAP

IXJ

QRE

SUL

LNW

SFR

BHP

NWH

AMC

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Morning Report

ETF Friday: Four ASX ETFs that could attract the next wave of buying as investors look for value

Morning report 08/05/2026

Afternoon Report

The Match Out: Peace trade unwinds as the ASX gives back the week’s gains

Afternoon report 08/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 09/05/2026

ETFs

Ask James

Question asked 09/05/2026

Vault Minerals Ltd (ASX:VAU) and Regis Resources (ASX: RRL)

Latest View Points

MQG

MVB

ATEC

VAP

IXJ

QRE

SUL

LNW

SFR

BHP

NWH

AMC

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Opinion + Action