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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-4%

4DX.AX

-5.9%

ABG.AX

0.48%

ASK.AX

-0.36%

AX1.AX

0.58%

AIS.AX

-5.62%

A1G.AX

2.25%

AGL.AX

1.68%

AIZ.AX

-2.7%

AAI.AX

-3.18%

ALK.AX

-0.97%

A4N.AX

-5.41%

ALQ.AX

-2.87%

AMC.AX

1.76%

AOV.AX

0.9%

AMP.AX

4.27%

AEL.AX

0.39%

ALD.AX

0.03%

ANN.AX

0.3%

ANZ.AX

0.67%

APA.AX

0.44%

ARU.AX

-5.26%

ARB.AX

0.23%

ARF.AX

0.31%

ARG.AX

-1.11%

ALL.AX

-0.69%

APZ.AX

3.31%

ASX.AX

2.09%

ALX.AX

1.11%

AUB.AX

0.64%

AIA.AX

-0.72%

AZJ.AX

AUC.AX

-6.58%

ABB.AX

-0.63%

ASB.AX

-1.03%

AAC.AX

-1.52%

AEF.AX

0.22%

AFI.AX

-1.33%

AUI.AX

0.18%

BOQ.AX

0.74%

BMN.AX

-8.06%

BCI.AX

-1.32%

BPT.AX

1.29%

BGA.AX

-1.72%

BGL.AX

-7.32%

BEN.AX

1.31%

BNZ.AX

3.24%

BHP.AX

-1.22%

BKI.AX

-0.29%

BC8.AX

-2.54%

XYZ.AX

0.45%

BSL.AX

0.99%

BOE.AX

-5.06%

BXB.AX

0.36%

BVS.AX

0.5%

BRE.AX

-4.12%

BRG.AX

1.27%

BGP.AX

0.52%

BFL.AX

-1.82%

BWP.AX

0.53%

CMM.AX

-4.12%

CSC.AX

-1.62%

CAR.AX

-1.78%

CIN.AX

-1.37%

CYL.AX

-2.38%

CAT.AX

-0.3%

CWP.AX

0.25%

CNI.AX

-0.62%

CIP.AX

0.33%

COF.AX

-0.5%

CHN.AX

-13.51%

CGF.AX

4.07%

CIA.AX

-4.26%

CHC.AX

1.25%

CLW.AX

-0.57%

CQR.AX

CQE.AX

-0.77%

CNU.AX

-0.4%

C79.AX

-5.69%

CVL.AX

-1.52%

CU6.AX

-5.48%

CWY.AX

1.28%

CBO.AX

-0.98%

COH.AX

-0.77%

CDA.AX

-2.21%

COL.AX

2.21%

CKF.AX

-0.51%

CBA.AX

1.02%

CPU.AX

-0.31%

CEN.AX

2.05%

CXO.AX

-6.52%

CRN.AX

-7.58%

CCP.AX

0.37%

CMW.AX

-1.25%

CSL.AX

-0.26%

CCL.AX

3.67%

DBI.AX

0.41%

DTL.AX

-1.98%

DTR.AX

9.64%

DYL.AX

-11.25%

DRR.AX

-1.76%

DVP.AX

-7.99%

DXS.AX

-0.49%

DXI.AX

0.42%

DDR.AX

-1.33%

DGT.AX

3.86%

DUI.AX

1.41%

DJW.AX

0.71%

DMP.AX

0.32%

DOW.AX

-0.4%

DPM.AX

-5.03%

DRO.AX

-1.2%

DUR.AX

1.28%

DNL.AX

0.33%

APE.AX

-0.24%

EBO.AX

1.8%

ELD.AX

0.6%

EOS.AX

-8.69%

ELV.AX

-3.3%

ELS.AX

-0.53%

EHL.AX

-0.4%

EMR.AX

-2.93%

EDV.AX

-0.54%

ERA.AX

EQR.AX

-1.37%

EQT.AX

-0.05%

EVN.AX

-3.03%

EVT.AX

0.08%

FCL.AX

-1.27%

FFM.AX

-6.84%

FPH.AX

-0.63%

FPR.AX

FBU.AX

-0.35%

FLT.AX

-0.53%

FML.AX

1.06%

FMG.AX

-3.86%

FRW.AX

FGX.AX

-1.87%

FGG.AX

-0.95%

GLF.AX

-1.4%

GDG.AX

-0.26%

GNE.AX

0.56%

GMD.AX

-4.31%

GTK.AX

-2.02%

GNP.AX

-1.16%

GMG.AX

-1.13%

GPT.AX

0.43%

GQG.AX

-3.15%

GNG.AX

-1.26%

GNC.AX

0.82%

GGP.AX

-0.26%

GOZ.AX

-0.47%

GCI.AX

GYG.AX

3.21%

GWA.AX

-1.84%

HSN.AX

-1.18%

HVN.AX

-0.78%

HGH.AX

2.46%

HM1.AX

-0.74%

HLI.AX

3.78%

HMC.AX

0.85%

HDN.AX

0.41%

HUB.AX

1.5%

IEL.AX

-1.71%

IGO.AX

-4.29%

ILU.AX

-1.68%

IMD.AX

-1.28%

IMR.AX

-5.76%

IFT.AX

1.02%

INA.AX

-1.2%

ING.AX

-1.07%

IFL.AX

IAG.AX

-0.14%

IDX.AX

-0.86%

IPX.AX

-22.24%

IPH.AX

IRE.AX

0.72%

JHX.AX

-0.53%

JBH.AX

-0.57%

JDO.AX

-2.33%

JIN.AX

0.25%

JMS.AX

-1.85%

KAR.AX

4.62%

KLS.AX

-0.76%

KCN.AX

-4.74%

KKC.AX

GLS.AX

L1G.AX

-1.65%

LSF.AX

-2.47%

LRV.AX

-4.74%

LFS.AX

1.05%

LLC.AX

-1.42%

LFG.AX

360.AX

-1.97%

LIC.AX

3.01%

LNW.AX

-3.8%

LIN.AX

-6.59%

LTR.AX

-5.93%

LOV.AX

0.82%

LYL.AX

-1.21%

LYC.AX

1.4%

MA1.AX

MAF.AX

1.12%

MGH.AX

-3.23%

MAH.AX

0.78%

MQG.AX

-0.7%

MAQ.AX

-0.31%

MAD.AX

-2.16%

MFG.AX

1.68%

MAU.AX

-0.26%

MMS.AX

-0.56%

MPL.AX

0.47%

MP1.AX

-2.48%

MCY.AX

3.24%

MEZ.AX

1.12%

MSB.AX

-2.84%

MLX.AX

-0.81%

MTS.AX

-1.01%

MEI.AX

-7.32%

MOT.AX

-0.89%

MXT.AX

-1.32%

MFF.AX

0.44%

MIN.AX

-4.75%

MI6.AX

3.23%

MIR.AX

-2.27%

MGR.AX

0.27%

MND.AX

1.82%

MYS.AX

1.65%

NAN.AX

-1.73%

NAB.AX

-0.11%

NSR.AX

-0.36%

NGI.AX

-0.47%

NWL.AX

0.28%

NEU.AX

-1.62%

NHC.AX

-0.93%

NMG.AX

-11.11%

NEM.AX

-4.17%

NWS.AX

1.5%

NXG.AX

-2.67%

NXT.AX

0.61%

NHF.AX

-1.14%

NCK.AX

-0.5%

NIC.AX

-2.09%

NEC.AX

-1.16%

NST.AX

-5.38%

NWH.AX

-1.24%

NUF.AX

-2.28%

NXL.AX

-3.96%

OCL.AX

OPH.AX

-1.42%

OBM.AX

1.85%

ORI.AX

-1.73%

ORG.AX

0.77%

ORA.AX

0.52%

PDN.AX

-5.29%

PNR.AX

-1.45%

PPC.AX

3.78%

PPM.AX

-0.47%

PRN.AX

-0.25%

PPT.AX

1.79%

PCI.AX

0.47%

PRU.AX

-2.84%

PXA.AX

1.82%

PNI.AX

-1.31%

PL8.AX

0.35%

PLS.AX

-2.66%

PGF.AX

-2.36%

PNV.AX

1.6%

PDI.AX

3.66%

PMV.AX

-1.29%

PME.AX

-1.02%

PFP.AX

PWH.AX

-1.09%

PYC.AX

-1.06%

QAN.AX

-0.58%

QBE.AX

0.19%

QAL.AX

-0.37%

QRI.AX

-1.9%

QUB.AX

RMS.AX

-2.7%

RHC.AX

-1.99%

REA.AX

-1.16%

RDX.AX

0.32%

REH.AX

-0.14%

RF1.AX

-4.57%

RPL.AX

-3.89%

RG1.AX

-0.91%

RGN.AX

1.42%

REG.AX

0.97%

RRL.AX

-8.33%

RWC.AX

6.85%

RMD.AX

-0.42%

RSG.AX

-3.93%

SGLLV.AX

1.05%

RIC.AX

-1.81%

RIO.AX

-2.02%

RXR.AX

6.24%

RXL.AX

-0.99%

RFF.AX

-0.47%

RYM.AX

1.88%

SFR.AX

-1.49%

SMI.AX

-3.68%

STO.AX

2.12%

SCG.AX

1.42%

SEK.AX

-1.06%

SHV.AX

1.31%

SRV.AX

0.3%

SSM.AX

-0.78%

SGH.AX

-1.26%

SHA.AX

0.62%

SIG.AX

1.89%

SLX.AX

-10.14%

SGM.AX

1.42%

SDR.AX

0.63%

SKC.AX

-4.55%

SIQ.AX

-0.52%

SHL.AX

-1.23%

S32.AX

-5.67%

SX2.AX

-0.22%

SXE.AX

1.04%

SPK.AX

1.88%

SRG.AX

-5.16%

SBM.AX

-8.82%

SGQ.AX

-6.9%

SMR.AX

-6.64%

SDF.AX

-1.42%

SGP.AX

-2.8%

STK.AX

-4.76%

SNZ.AX

-6%

SUN.AX

0.19%

SRL.AX

-3.68%

SUL.AX

0.38%

SLC.AX

1.64%

SNL.AX

-1.92%

SYL.AX

2.04%

TAH.AX

2.55%

TEA.AX

-1.02%

TNE.AX

-2.61%

TLX.AX

-2.75%

TLS.AX

0.96%

TPW.AX

-0.29%

A2M.AX

-1.04%

TLC.AX

-0.19%

SGR.AX

-4%

TVN.AX

-7.25%

TWR.AX

TPG.AX

1.02%

TCL.AX

0.35%

TWE.AX

-2.79%

TUA.AX

0.33%

TCG.AX

-1.54%

UNI.AX

-0.23%

VAU.AX

-5.47%

VNT.AX

-1.65%

VCX.AX

1.3%

VGN.AX

-3.66%

VEA.AX

-2.8%

VUL.AX

-8.54%

VSL.AX

1.47%

WA1.AX

-7.3%

WGN.AX

-2.34%

WAM.AX

-2.08%

WGB.AX

-1.35%

WLE.AX

-0.73%

SOL.AX

1.12%

WPR.AX

WEB.AX

0.75%

WBT.AX

-0.65%

WES.AX

0.96%

WAF.AX

-1.77%

WGX.AX

-4.19%

WBC.AX

-0.17%

WHF.AX

-0.78%

WHC.AX

-5.35%

WIA.AX

-1.98%

WTC.AX

-1.98%

WDS.AX

1.9%

WOW.AX

0.9%

WOR.AX

0.81%

XRO.AX

-1.92%

YAL.AX

-1.24%

ZIM.AX

-5.96%

ZIP.AX

-1.54%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.53	-0.51	-0.35
SSO ASX Small Caps	15.48	-0.18	-1.15
IVV S&P 500	63.41	0.31	0.49
NDQ Nasdaq	51.56	0.3	0.59
F100 FTSE 100	14.63	0	0
ASIA Asia Tech	15.12	0.17	1.14
IEU Europe	95.76	-0.04	-0.04
IEM Emerging Markets	82.65	0.34	0.41
Gold Gold	65.50	-0.69	-1.04
ACDC Battery Tech	140.76	-1.74	-1.22

COMMODITIES	Close($)	-/+	%
Gold	5,020.30	1.8723	0.04
Silver	80.02	-0.5357	-0.67
Platinum	2,089.25	64.6663	3.19
Palladium	1,581.17	29.9314	1.93
Ice Brent Crude	103.89	3.43	3.41
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7053	0.0073	1.05
Euro	1.1477	0.0061	0.53
British Pound	1.3281	0.0059	0.45
Canadian Dollar	1.3679	-0.0039	-0.28
New Zealand Dollar	0.5841	0.0069	1.2
Chinese Yuan	6.8955	-0.0006	-0.01
Japanese Yen	159.1200	-0.59	-0.37

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.53	-7.02%	48.05%	0.28 0.75
BGL	Bellevue Gold Ltd	1.52	-7.32%	29.13%	0.78 2.00
BHP	Bhp Group Ltd	49.19	-1.22%	30.23%	33.25 59.39
FMG	Fortescue Ltd	19.69	-3.86%	29.21%	13.18 23.38
NHC	New Hope Corporation Ltd	5.30	-0.93%	43.43%	3.33 5.42
WHC	Whitehaven Coal Ltd	8.85	-5.35%	68.77%	4.26 9.59
NEM	Newmont Cdi	154.95	-4.17%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	17.14	-2.67%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.58	-1.49%	57.00%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.46	9.64
RWC	Reliance Worldwi	3.12	6.85
RXR	Robex Resour Cdi	6.64	6.24
KAR	Karoon Energy Lt	1.93	4.62
AMP	Amp	1.22	4.27
CGF	Challenger	7.68	4.07
DGT	Digico Infrastru	1.89	3.86
HLI	Helia Group	4.67	3.78
PPC	Peet	1.92	3.78
CCL	Cuscal	3.95	3.67

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	4.09	-22.24
CHN	Chalice Mining	1.44	-13.51
DYL	Deep Yellow	1.78	-11.25
NMG	New Murchison	0.05	-11.11
SLX	Silex Systems	5.23	-10.14
SBM	St Barbara	0.62	-8.82
EOS	Electro Optic Sy	10.72	-8.69
VUL	Vulcan Energy	3.00	-8.54
RRL	Regis Resources	7.04	-8.33
BMN	Bannerman Energy	3.65	-8.06

OPINION

Latest Market Matters Opinions

16/03/2026 16:59

Broker Moves

• Stockland Cut to Equal-Weight at Morgan Stanley; PT A$5.50 • Liontown Raised to Hold at Morgans Financial Limited; PT A$1.80 • Syrah Cut to Neutral at Jarden Securities • Lifestyle Communities Raised to Neutral at Jarden Securities • White Cliff Minerals Rated New Buy at Fundamental Research • Alicanto Minerals Rated New Speculative Buy at Euroz; PT A$2.47 • Northern Star Cut to Neutral at JPMorgan; PT A$24 • Qube Cut to Neutral at Citi; PT A$5.15

16/03/2026 16:58

What Mattered Today

The ASX 200 fell as a broad sell-off in the mining sector overwhelmed a solid showing from defensives and financials. Six of eleven sectors finished higher, but that didn't matter much when the heavyweights were doing the damage. Gold miners were hit as bullion continued to slide following two consecutive weeks of declines.

ACTION

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Market Matters Content

Macro Monday: Gulf War sustains $US100 oil, weighing on stocks

Morning report 16/03/2026

Afternoon Report

The Match out: ASX dips ahead of RBA rate call tomorrow

Afternoon report 16/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Hi, apologies this is a little late. NST just downgraded again this morning with the operational update 13/03/26. I have a reasonably sized holding given I believe they are a quality blue chip gold company. I'd be interested in your views on the company. Thanks, Young

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Latest View Points

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VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Morning Report

Macro Monday: Gulf War sustains $US100 oil, weighing on stocks

Morning report 16/03/2026

Afternoon Report

The Match out: ASX dips ahead of RBA rate call tomorrow

Afternoon report 16/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Latest View Points

WTC

WIRE

AAA

QPON

CRED

IAF

ATEC

NST

TEAM US

CAR

TNE

IGV US

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Opinion + Action