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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.86%

4DX.AX

5.72%

ABG.AX

2.26%

AIS.AX

1.09%

AGL.AX

-2.39%

A1M.AX

-0.61%

AIZ.AX

1.45%

AAI.AX

-4.17%

ALK.AX

1.89%

A4N.AX

0.93%

ALQ.AX

0.31%

AMC.AX

-0.25%

AOV.AX

-2.25%

AMP.AX

2.13%

AEL.AX

-3.45%

ALD.AX

1.54%

ASL.AX

2.93%

ANN.AX

8.16%

ANZ.AX

0.46%

APA.AX

1.71%

ARU.AX

-4.55%

ARB.AX

13.87%

ARF.AX

0.82%

ARG.AX

0.22%

ALL.AX

0.65%

AYA.AX

4.42%

APZ.AX

3.31%

ASX.AX

2.2%

ALX.AX

-0.62%

AUB.AX

4.09%

AIA.AX

0.98%

AXQ.AX

2.18%

AMI.AX

AZJ.AX

1.63%

AUC.AX

-0.69%

ABB.AX

-0.64%

ASB.AX

1.19%

AAC.AX

1.88%

ACL.AX

-0.67%

AEF.AX

14.77%

AFI.AX

-0.15%

AUI.AX

0.67%

BOQ.AX

1.91%

BMN.AX

3.07%

BCI.AX

BPT.AX

-1.12%

BGA.AX

-2.48%

BGL.AX

0.88%

BEN.AX

3.83%

BNZ.AX

-2.12%

BHP.AX

0.82%

BKI.AX

0.54%

BC8.AX

0.43%

XYZ.AX

0.81%

BSL.AX

-0.26%

BMC.AX

3.41%

BOE.AX

4.12%

BXB.AX

1.3%

BVS.AX

-0.63%

BRE.AX

-1.44%

BRG.AX

1.05%

BTR.AX

12.37%

BFL.AX

-0.25%

BWP.AX

-0.54%

CMM.AX

0.11%

CSC.AX

1.36%

CAR.AX

2.77%

CIN.AX

0.11%

CYL.AX

1.47%

CAT.AX

2.83%

CWP.AX

7.36%

CNI.AX

-0.37%

CIP.AX

-0.34%

COF.AX

2.33%

CHN.AX

-0.34%

CGF.AX

0.21%

CIA.AX

1.42%

CHC.AX

2.24%

CLW.AX

CQR.AX

0.25%

CQE.AX

0.83%

CNU.AX

-1.6%

C79.AX

1.09%

CVL.AX

-1.55%

CU6.AX

3.77%

CWY.AX

CUV.AX

2.71%

CBO.AX

1.82%

COH.AX

1.52%

CDA.AX

2.67%

CGS.AX

-0.33%

COL.AX

4.9%

CKF.AX

1.73%

CBA.AX

0.08%

CPU.AX

0.61%

CEN.AX

1.09%

CXO.AX

-3.8%

CCP.AX

1.5%

CMW.AX

-1.22%

CSL.AX

2.68%

CCL.AX

-0.7%

DBI.AX

2.69%

DTL.AX

5.77%

DYL.AX

5.62%

DRR.AX

-2.95%

DVP.AX

0.19%

DXS.AX

0.17%

DXI.AX

1.26%

DDR.AX

1.27%

DGT.AX

2.02%

DJW.AX

DMP.AX

3.4%

DOW.AX

0.9%

DPM.AX

-2.54%

DRO.AX

7.44%

DUR.AX

-6.14%

DNL.AX

1.88%

APE.AX

2.27%

EBO.AX

0.92%

EIQ.AX

4.7%

ELD.AX

2.75%

EOS.AX

23.02%

ELV.AX

-5.82%

ELS.AX

6.68%

EHL.AX

-1.81%

EMR.AX

-0.14%

EDV.AX

-2.79%

EOL.AX

-2.39%

EQR.AX

4.17%

EQT.AX

-0.47%

EUR.AX

-5.63%

EVN.AX

0.95%

EVT.AX

0.65%

FDC.AX

-0.82%

FCL.AX

3.11%

FFM.AX

FPH.AX

0.4%

FPR.AX

0.95%

FBU.AX

-0.3%

FLT.AX

2.37%

FML.AX

-5.38%

FRS.AX

-2.35%

FMG.AX

-1.23%

FRW.AX

-8.42%

FGX.AX

0.74%

FGG.AX

GLF.AX

GDG.AX

3.46%

GNE.AX

-1.33%

GMD.AX

1.17%

GNP.AX

-2.58%

GMG.AX

0.91%

GPT.AX

0.21%

GQG.AX

2.41%

GNC.AX

3.49%

GGP.AX

0.22%

G6M.AX

-7.25%

GOZ.AX

-0.94%

GCI.AX

0.48%

GYG.AX

3.3%

GWA.AX

0.98%

HSN.AX

3.3%

HVN.AX

1.76%

HGH.AX

1.89%

HM1.AX

0.34%

HLI.AX

0.19%

HMC.AX

0.34%

HDN.AX

HUB.AX

0.86%

IEL.AX

-2.43%

IGO.AX

-4.9%

ILU.AX

-1.78%

IMD.AX

0.28%

IMR.AX

0.52%

IFT.AX

0.41%

INA.AX

ING.AX

-1.93%

IAG.AX

3.83%

IDX.AX

5.26%

IPG.AX

-0.88%

IPX.AX

-4.09%

IPH.AX

0.82%

IRE.AX

0.65%

JHX.AX

0.66%

JBH.AX

1.89%

JDO.AX

6.74%

JMS.AX

KAR.AX

-1.4%

KLS.AX

0.42%

KCN.AX

-0.75%

KKC.AX

0.47%

GLS.AX

0.48%

L1G.AX

1.53%

LSF.AX

1.06%

LRV.AX

-0.39%

LFS.AX

-0.53%

LLC.AX

2.81%

LFG.AX

3.25%

360.AX

1.01%

LIC.AX

0.53%

LNW.AX

1.78%

LIN.AX

3.27%

LTR.AX

-8.68%

LOV.AX

5.15%

LYL.AX

-1.39%

LYC.AX

1.1%

MA1.AX

-0.25%

MAF.AX

-1.65%

MGH.AX

0.17%

MAH.AX

-0.95%

MQG.AX

1.67%

MAQ.AX

0.24%

MAD.AX

-8.43%

MFG.AX

1.89%

MMS.AX

0.1%

MPL.AX

1.47%

MP1.AX

0.34%

MCY.AX

-1.21%

MEZ.AX

1.96%

MSB.AX

MLX.AX

0.8%

MTS.AX

1.02%

MEI.AX

6.98%

MOT.AX

1.25%

MXT.AX

0.26%

MFF.AX

1.52%

MIN.AX

-3.46%

MI6.AX

5.75%

MIR.AX

0.78%

MGR.AX

-1.32%

MND.AX

-11.96%

MYS.AX

8.3%

NAN.AX

-17.12%

NAB.AX

0.63%

NGI.AX

8.75%

NWL.AX

0.68%

NEU.AX

0.36%

NHC.AX

-0.34%

NMG.AX

NEM.AX

0.12%

NWS.AX

1.58%

NXG.AX

0.46%

NXT.AX

1.72%

NHF.AX

1.34%

NCK.AX

-0.2%

NIC.AX

-1.69%

NEC.AX

1.04%

NST.AX

0.62%

NWH.AX

-3.84%

NUF.AX

-1.6%

NXL.AX

12.27%

OCL.AX

3.19%

OML.AX

OPH.AX

OBM.AX

-5.37%

ORI.AX

0.77%

ORG.AX

0.59%

ORA.AX

3.06%

PDN.AX

2.22%

PNR.AX

-3.09%

PPC.AX

PPM.AX

-0.52%

PRN.AX

1.28%

PPT.AX

2.18%

PCI.AX

PRU.AX

-1.45%

PXA.AX

1.9%

PNI.AX

1.79%

PL8.AX

-1.4%

PLS.AX

-6.03%

PGF.AX

0.62%

PNV.AX

1.44%

PDI.AX

PMV.AX

1.54%

PME.AX

-1.46%

PWH.AX

1.89%

PYC.AX

-0.95%

QAN.AX

0.43%

QBE.AX

0.5%

QAL.AX

-0.91%

QRI.AX

RMS.AX

-1%

RHC.AX

0.59%

REA.AX

1.52%

RDX.AX

-0.58%

REH.AX

-1.6%

RF1.AX

-2.2%

RPL.AX

0.71%

RG1.AX

-1.12%

RGN.AX

0.45%

REG.AX

-3.96%

RRL.AX

0.35%

RWC.AX

-0.71%

RMD.AX

1.72%

RSG.AX

2.22%

SGLLV.AX

0.67%

RIC.AX

1.15%

RIO.AX

1.05%

RXL.AX

2.61%

RFF.AX

-3.47%

RYM.AX

-3.12%

SFR.AX

1.52%

SMI.AX

0.9%

STO.AX

-1.33%

SCG.AX

-2.45%

SEK.AX

2.12%

SHV.AX

2.23%

SRV.AX

0.66%

SSM.AX

-1.56%

SGH.AX

0.55%

SHA.AX

-0.83%

SIG.AX

-0.69%

SLX.AX

2.73%

SGM.AX

1.17%

SDR.AX

-10.99%

SKS.AX

1.84%

SKC.AX

SIQ.AX

-1.48%

SHL.AX

-4.66%

S32.AX

1.18%

SX2.AX

2.22%

SXE.AX

-5.24%

SPK.AX

SRG.AX

-1.29%

SBM.AX

4.58%

SMR.AX

-4.78%

SDF.AX

SGP.AX

-1.27%

SKG.AX

2.22%

SNZ.AX

SUN.AX

7.97%

SRL.AX

3.99%

SUL.AX

-0.82%

SLC.AX

3.03%

SNL.AX

1.7%

SYL.AX

3.26%

TAH.AX

TEA.AX

-2.65%

TNE.AX

0.76%

TLX.AX

TLS.AX

-0.42%

TPW.AX

6.01%

A2M.AX

6.3%

TLC.AX

1.38%

SGR.AX

TVN.AX

-2.08%

THL.AX

2.12%

TWR.AX

TPG.AX

TCL.AX

0.5%

TWE.AX

-0.18%

TUA.AX

0.48%

TCG.AX

2.56%

TRA.AX

USL.AX

3.59%

UNI.AX

0.93%

VAU.AX

0.29%

VNT.AX

1.03%

VCX.AX

-2.7%

VGN.AX

2.27%

VMM.AX

2.03%

VGL.AX

-2.53%

VEA.AX

-3.16%

VUL.AX

-1.78%

VSL.AX

-2.93%

VYS.AX

WA1.AX

0.75%

WGN.AX

-2.32%

WAM.AX

-1.32%

WGB.AX

0.93%

WLE.AX

0.38%

SOL.AX

1.24%

WPR.AX

WQG.AX

0.47%

WEB.AX

3.33%

WBT.AX

1.51%

WES.AX

0.41%

WAF.AX

-2.31%

WGX.AX

2.03%

WBC.AX

0.83%

WHF.AX

WHC.AX

0.87%

WIA.AX

1.98%

WC8.AX

-5.81%

WTC.AX

4.55%

WDS.AX

-1.43%

WOW.AX

0.8%

WOR.AX

1.74%

XRO.AX

2.56%

YAL.AX

ZIM.AX

-1.46%

ZIP.AX

5.56%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.23	1.08	0.71
SSO ASX Small Caps	15.27	0.17	1.13
IVV S&P 500	71.40	0.29	0.41
NDQ Nasdaq	59.34	0.34	0.58
F100 FTSE 100	15.54	0.1	0.65
ASIA Asia Tech	19.69	-0.06	-0.3
IEU Europe	99.58	0.39	0.39
IEM Emerging Markets	93.53	0.37	0.4
Gold Gold	59.43	0.13	0.22
ACDC Battery Tech	126.97	-1.54	-1.2

COMMODITIES	Close($)	-/+	%
Gold	4,635.99	-15.28	-0.33
Silver	68.03	-0.9034	-1.31
Platinum	1,847.30	-28.7	-1.53
Palladium	1,326.75	-30.1466	-2.22
Ice Brent Crude	92.00	-2.39	-2.53
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7154	0.0005	0.07
Euro	1.1665	0.0009	0.08
British Pound	1.3641	0.0011	0.08
Canadian Dollar	1.3853	0.0011	0.08
New Zealand Dollar	0.5960	0.0001	0.02
Chinese Yuan	6.7193	-0.0026	-0.04
Japanese Yen	159.2700	0.19	0.12

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	-0.61%	154.69%	0.32 0.85
BGL	Bellevue Gold Limited	1.72	0.88%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	67.67	0.82%	59.81%	39.30 68.22
FMG	Fortescue Ltd	17.71	-1.23%	-8.05%	17.44 23.38
NHC	New Hope Corporation Ltd	5.88	-0.34%	35.32%	3.77 6.17
WHC	Whitehaven Coal Limited	8.16	0.87%	23.89%	5.94 9.90
NEM	Newmont Cdi	184.39	0.12%	0.00%	110.31 190.91
NXG	Nexgen Ene Cdi	15.43	0.46%	0.00%	10.99 20.47
SFR	Sandfire Resources Limited	22.78	1.52%	86.84%	12.02 22.94

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	10.58	23.02
AEF	Australian Ethic	5.13	14.77
ARB	Arb Corporation	21.51	13.87
BTR	Brightstar Resou	0.55	12.37
NXL	Nuix	2.15	12.27
NGI	Navigator Global	2.61	8.75
MYS	Mystate	5.09	8.3
ANN	Ansell	41.36	8.16
SUN	Suncorp Grou	19.37	7.97
DRO	Droneshield	1.95	7.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NAN	Nanosonics	3.05	-17.12
MND	Monadelphous Gro	28.50	-11.96
SDR	Siteminder	3.40	-10.99
LTR	Liontown	1.21	-8.68
MAD	Mader Group	6.63	-8.43
FRW	Freightways Grou	10.98	-8.42
G6M	Group 6 Metals	3.20	-7.25
DUR	Duratec	2.14	-6.14
PLS	Pls Group	5.14	-6.03
ELV	Elevra Lithium	9.07	-5.82

OPINION

Latest Market Matters Opinions

25/08/2026 16:52

ARB Corporation (ARB) $21.51

ARB +13.87%: It’s been a horrible year for ARB on a number of fronts, however earnings have held up okay, and management were more optimistic on what FY27 could bring during today’s update.

25/08/2026 16:50

COL +4.9%: headline FY26 profit was a touch light, but the core supermarkets business remains in good shape, with EBIT up 12%, margins benefiting from productivity initiatives and early FY27 sales maintaining the 4Q run-rate. Liquor remains the obvious problem child, while a sizeable step-up in FY27 investment will keep some pressure on cash flow, leaving us with a result that was sound rather than spectacular.

ACTION

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Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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