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ANALYSIS

Market Analysis

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.34	0	0
SSO ASX Small Caps	16.00	0	0
IVV S&P 500	66.55	0	0
NDQ Nasdaq	56.21	0	0
F100 FTSE 100	14.81	0	0
ASIA Asia Tech	17.73	0	0
IEU Europe	98.91	0	0
IEM Emerging Markets	89.83	0	0
Gold Gold	60.28	0	0
ACDC Battery Tech	169.74	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,678.78	-29.906	-0.64
Silver	75.44	-0.2338	-0.31
Platinum	1,980.75	-30.3578	-1.51
Palladium	1,473.36	-23.1715	-1.55
Ice Brent Crude	105.88	0.81	0.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7186	0.0038	0.53
Euro	1.1721	0.0001	0.01
British Pound	1.3532	0.0001	0.01
Canadian Dollar	1.3633	-0.0035	-0.26
New Zealand Dollar	0.5908	0.003	0.51
Chinese Yuan	6.8228	-0.0131	-0.19
Japanese Yen	159.4100	0.1	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	0%	70.83%	0.30 0.75
BGL	Bellevue Gold Ltd	1.66	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	56.16	0%	47.40%	35.52 59.39
FMG	Fortescue Ltd	19.77	0%	27.45%	14.31 23.38
NHC	New Hope Corporation Ltd	5.17	0%	46.43%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.70	0%	64.52%	4.78 9.90
NEM	Newmont Cdi	166.16	0%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.17	0%	0.00%	7.91 20.47
SFR	Sandfire Resources Ltd	17.22	0%	70.77%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	4.97
ABG	Abacus Group Unt	1.03
ASK	Abacus Storage K	1.41
A1G	African Gold Ltd	1.04
AGL	Agl Energy	9.40
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	92.30
ALK	Alkane Resources	1.59
A4N	Alpha Hpa	0.69
ALQ	Als	21.39

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.41
ZIM	Zimplats Holding	17.42
YAL	Yancoal Australi	7.03
XRO	Xero	81.02
WOR	Worley	11.82
WOW	Woolworths Group	37.69
WDS	Woodside Energy	32.13
WTC	Wisetech Global	43.04
WTN	Winton Land	2.27
WC8	Wildcat Resource	0.54

OPINION

Latest Market Matters Opinions

25/04/2026 09:59

First Up

The ASX200 ended the penultimate week of April, surrendering -1.8% of the month's gain, with a string of profit downgrades combining with the country’s high vulnerability to the global fuel crisis caused by the Iran war - the oil price continues to grind higher with no clear resolution in sight for the conflict. A wave of profit downgrades swept the ASX, led this week by Cochlear’s earnings shock, which sent its shares plunging 40%. Other companies warning that surging energy costs will weigh on earnings included Qantas, Worley, a2 Milk, Orora, Cleanaway and Qube. The ASX is also struggling because its two heavyweight sectors have come off the boil, the banks and resources.

24/04/2026 16:44

What Mattered Today

A choppy session that mirrored yesterday’s move to end the week as higher oil prices kept a lid on the local market for most of the day until a decent ~50pt rally from the lows saw the index finish almost flat into the close. The selling in financials eased, providing some stability, while materials weighed as gold stocks took a hit.

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Market Matters Content

ETF Friday: International Income ETFS are becoming a shining light

Morning report 24/04/2026

Afternoon Report

The Match Out: ASX claws back early losses, SUN impresses on FY27 outlook

Afternoon report 24/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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