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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-1.23%

ABG.AX

0.26%

AIS.AX

2.78%

AGL.AX

-0.12%

A1M.AX

AIZ.AX

-2.78%

AAI.AX

0.43%

ALK.AX

2.87%

A4N.AX

-1.46%

ALQ.AX

-1.51%

AMC.AX

2.55%

AOV.AX

3.58%

AMP.AX

3.04%

ALD.AX

0.64%

ANN.AX

2.6%

ANZ.AX

0.98%

APA.AX

0.63%

ARU.AX

2.7%

ARB.AX

3.22%

ARF.AX

1.41%

ARG.AX

0.83%

ALL.AX

2.15%

AYA.AX

-4.13%

APZ.AX

ASX.AX

0.96%

ALX.AX

2.07%

AUB.AX

2.93%

AIA.AX

1.09%

AXQ.AX

0.33%

AMI.AX

AZJ.AX

0.95%

ABB.AX

0.84%

ASB.AX

-1.91%

AAC.AX

0.37%

AEF.AX

-0.87%

AFI.AX

1.17%

AUI.AX

0.79%

BOQ.AX

1.22%

BMN.AX

1.72%

BCI.AX

-1.18%

BPT.AX

1.94%

BGA.AX

0.97%

BFG.AX

-1.89%

BGL.AX

-5.02%

BEN.AX

0.99%

BNZ.AX

-6.76%

BHP.AX

1.53%

BKI.AX

2.16%

BC8.AX

-1.14%

XYZ.AX

2.42%

BSL.AX

1.03%

BXB.AX

0.6%

BVS.AX

-1.59%

BRE.AX

-3.15%

BRG.AX

3.83%

BGP.AX

BFL.AX

-0.25%

BWP.AX

1.02%

CMM.AX

-0.96%

CSC.AX

0.23%

CAR.AX

1.78%

CIN.AX

0.72%

CYL.AX

-2.23%

CAT.AX

-7.79%

CWP.AX

2.04%

CNI.AX

2.33%

CIP.AX

0.82%

COF.AX

1.65%

CGF.AX

-2.47%

CIA.AX

1.65%

CHC.AX

2.58%

CLW.AX

0.92%

CQR.AX

1.88%

CQE.AX

0.77%

CNU.AX

2.4%

C79.AX

2.5%

CVL.AX

0.28%

CU6.AX

-1.65%

CWY.AX

0.63%

CBO.AX

1.25%

COH.AX

1.77%

CDA.AX

-0.96%

COL.AX

2.29%

CKF.AX

1.31%

CBA.AX

-0.09%

CPU.AX

0.95%

CEN.AX

-2.33%

CXO.AX

CCP.AX

0.07%

CMW.AX

0.57%

CSL.AX

7.21%

CCL.AX

1.65%

DBI.AX

-2%

DTL.AX

0.3%

DYL.AX

-3.99%

DRR.AX

2.56%

DVP.AX

-18.73%

DXS.AX

1.53%

DXI.AX

0.2%

DDR.AX

-2.15%

DGT.AX

-4.14%

DJW.AX

-0.34%

DMP.AX

5.33%

DOW.AX

-0.06%

DPM.AX

-1.03%

DRO.AX

-0.28%

DUR.AX

-2.64%

DNL.AX

0.13%

APE.AX

4.25%

EBO.AX

3.67%

EIQ.AX

-1.97%

ELD.AX

1.67%

EOS.AX

-3.19%

ELV.AX

0.4%

ELS.AX

-6.51%

EHL.AX

0.52%

EMR.AX

-0.18%

EDV.AX

0.85%

EQR.AX

2.94%

EVN.AX

1.28%

EVT.AX

3.59%

FDC.AX

-1.45%

FCL.AX

5.66%

FFM.AX

-4.42%

FPH.AX

2.74%

FPR.AX

1.76%

FBU.AX

2.7%

FLT.AX

3.24%

FML.AX

-1.6%

FRS.AX

1.49%

FMG.AX

2.09%

FRW.AX

FGX.AX

1.09%

FGG.AX

0.9%

GLF.AX

2.52%

GDG.AX

0.6%

GNE.AX

-3.18%

GMD.AX

-0.9%

GNP.AX

-3.27%

GMG.AX

-1.69%

GPT.AX

1.17%

GQG.AX

-0.36%

GNG.AX

-1.19%

GNC.AX

0.35%

GGP.AX

-2.57%

GOZ.AX

1.13%

GCI.AX

0.24%

GYG.AX

2.45%

GWA.AX

2.52%

HSN.AX

3.88%

HVN.AX

4.45%

HGH.AX

HM1.AX

0.34%

HLI.AX

1.95%

HMC.AX

1.39%

HDN.AX

0.59%

HUB.AX

2.01%

IEL.AX

1.58%

IGO.AX

-1.14%

ILU.AX

-1.31%

IMD.AX

-0.27%

IMR.AX

-1.79%

IFT.AX

0.4%

INA.AX

1.73%

ING.AX

1.09%

IAG.AX

0.64%

IDX.AX

0.48%

IPX.AX

-6.46%

IPH.AX

-1.65%

IRE.AX

2.37%

JHX.AX

0.59%

JBH.AX

4.16%

JDO.AX

1.6%

JMS.AX

1.89%

KAR.AX

2.19%

KLS.AX

3.56%

KCN.AX

-5.72%

KKC.AX

0.71%

GLS.AX

-1.21%

LGF.AX

0.51%

L1G.AX

-0.23%

LSF.AX

0.67%

LRV.AX

-0.45%

LFS.AX

-1.1%

LLC.AX

3.46%

LFG.AX

-1.8%

360.AX

4.61%

LIC.AX

0.79%

LNW.AX

2.23%

LIN.AX

-3.9%

LTR.AX

-7.5%

LOV.AX

7.49%

LYL.AX

1.01%

LYC.AX

-4.12%

MA1.AX

0.25%

MAF.AX

1.83%

MGH.AX

-2.89%

MAH.AX

-1.06%

MQG.AX

-0.13%

MAQ.AX

-0.9%

MAD.AX

-1.51%

MFG.AX

0.46%

MMS.AX

-0.75%

MPL.AX

1.74%

MP1.AX

-8.74%

MCY.AX

0.36%

MEZ.AX

-0.21%

MSB.AX

MLX.AX

-4.08%

MTS.AX

2.3%

MEI.AX

5.71%

MOT.AX

0.31%

MXT.AX

MFF.AX

0.19%

MIN.AX

4.16%

MI6.AX

0.39%

MIR.AX

0.75%

MGR.AX

2.42%

MND.AX

-0.89%

MYS.AX

0.41%

NAN.AX

2.62%

NAB.AX

0.29%

NGI.AX

NWL.AX

0.62%

NEU.AX

0.65%

NHC.AX

1.13%

NEM.AX

-0.48%

NWS.AX

3.02%

NXG.AX

NXT.AX

-0.42%

NHF.AX

1.65%

NCK.AX

3.56%

NIC.AX

0.64%

NEC.AX

1.28%

NST.AX

0.64%

NWH.AX

-1.69%

NUF.AX

0.17%

OCL.AX

-1.27%

OML.AX

1.64%

OPH.AX

1.57%

OBM.AX

-1.36%

ORI.AX

-0.15%

ORG.AX

0.8%

ORA.AX

0.33%

PDN.AX

-2.02%

PNR.AX

-0.72%

PPC.AX

0.27%

PPM.AX

2.75%

PRN.AX

-1.62%

PPT.AX

-2.43%

PCI.AX

PRU.AX

1.02%

PXA.AX

-0.67%

PNI.AX

-1.81%

PL8.AX

0.7%

PLS.AX

2.1%

PGF.AX

0.93%

PNV.AX

2.94%

PDI.AX

1.53%

PMV.AX

2.06%

PME.AX

-0.07%

PWH.AX

0.35%

PYC.AX

1.23%

QAN.AX

-0.34%

QBE.AX

0.08%

QAL.AX

-1.61%

QRI.AX

-0.32%

RMS.AX

1.95%

RHC.AX

2.42%

REA.AX

3.16%

RDX.AX

REH.AX

1.54%

RF1.AX

RPL.AX

2.8%

RG1.AX

0.4%

RGN.AX

REG.AX

2.4%

RRL.AX

-0.57%

RWC.AX

0.42%

RMD.AX

3.64%

RSG.AX

-0.52%

SGLLV.AX

3.14%

RIC.AX

1.57%

RIO.AX

4.58%

RXL.AX

-5.13%

RFF.AX

0.89%

RYM.AX

0.53%

SFR.AX

1.63%

STO.AX

0.77%

SCG.AX

-0.25%

SEK.AX

4.62%

SHV.AX

2.8%

SRV.AX

0.15%

SSM.AX

-0.2%

SGH.AX

2.9%

SHA.AX

0.3%

SIG.AX

2.41%

SLX.AX

-4.22%

SGM.AX

-2.17%

SDR.AX

-2.4%

SKS.AX

-9.62%

SKC.AX

SIQ.AX

0.58%

SHL.AX

2.45%

S32.AX

1.22%

SX2.AX

1.42%

SXE.AX

-4.68%

SPK.AX

-0.45%

SRG.AX

-1.46%

SBM.AX

SMR.AX

4.17%

SDF.AX

0.29%

SGP.AX

2.96%

SKG.AX

0.38%

SNZ.AX

SUN.AX

0.44%

SRL.AX

-3.92%

SUL.AX

3.1%

SLC.AX

-1.13%

SNL.AX

3.32%

SYL.AX

-1.43%

TAH.AX

4.31%

TEA.AX

-4.86%

TNE.AX

2.97%

TLX.AX

-0.83%

TLS.AX

1.3%

TPW.AX

8.36%

A2M.AX

1.25%

TLC.AX

1.7%

SGR.AX

-1.92%

TVN.AX

-1.85%

THL.AX

3.03%

TWR.AX

0.97%

TPG.AX

1.27%

TCL.AX

0.99%

TWE.AX

5.15%

TUA.AX

-2.26%

TCG.AX

2.94%

TRA.AX

-0.58%

UNI.AX

4.05%

VAU.AX

-0.3%

VNT.AX

VCX.AX

1.69%

VGN.AX

-0.35%

VEA.AX

3.58%

VUL.AX

0.39%

VSL.AX

2.22%

VYS.AX

5.69%

WA1.AX

-0.36%

WGN.AX

-1.27%

WAM.AX

1.28%

WGB.AX

WLE.AX

1.63%

SOL.AX

1.25%

WPR.AX

1.2%

WQG.AX

1.96%

WEB.AX

2.13%

WBT.AX

-8.12%

WES.AX

2.21%

WAF.AX

-0.52%

WGX.AX

-2.29%

WBC.AX

-0.29%

WHF.AX

1.67%

WHC.AX

2.52%

WIA.AX

5.06%

WTC.AX

1.76%

WDS.AX

1.19%

WOW.AX

2.48%

WOR.AX

0.19%

XRO.AX

3.8%

YAL.AX

1.06%

ZIM.AX

1.93%

ZIP.AX

-1.17%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.84	1.52	1.02
SSO ASX Small Caps	14.24	0.06	0.42
IVV S&P 500	71.06	0.54	0.77
NDQ Nasdaq	57.81	-0.03	-0.05
F100 FTSE 100	15.46	0.17	1.11
ASIA Asia Tech	17.83	-0.75	-4.04
IEU Europe	98.55	0.315	0.32
IEM Emerging Markets	88.44	-1.37	-1.53
Gold Gold	52.98	-0.08	-0.15
ACDC Battery Tech	117.34	-1.88	-1.58

COMMODITIES	Close($)	-/+	%
Gold	4,025.02	-2.1042	-0.05
Silver	57.46	0.3141	0.55
Platinum	1,592.67	-12.2695	-0.76
Palladium	1,257.66	-11.7366	-0.92
Ice Brent Crude	85.05	-3.31	-3.75
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6947	-0.0026	-0.37
Euro	1.1397	0.0012	0.11
British Pound	1.3297	0.0012	0.09
Canadian Dollar	1.4090	-0.0016	-0.11
New Zealand Dollar	0.5784	-0.0002	-0.03
Chinese Yuan	6.7715	0.0005	0.01
Japanese Yen	163.5900	-0.23	-0.14

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	0%	107.69%	0.30 0.85
BGL	Bellevue Gold Ltd	1.28	-5.02%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.32	1.59%	47.32%	39.18 65.98
FMG	Fortescue Ltd	19.10	2.11%	3.09%	17.68 23.38
NHC	New Hope Corporation Ltd	5.35	1.13%	24.18%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.31	2.52%	7.06%	5.94 9.90
NEM	Newmont Cdi	132.10	-0.51%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.01	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.74	1.68%	67.70%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TPW	Temple & Webster	5.83	8.36
LOV	Lovisa Holdings	24.55	7.49
CSL	Csl	128.14	7.21
MEI	Meteoric Resourc	0.19	5.71
VYS	Vysarn	1.12	5.69
FCL	Fineos Corporati	1.96	5.66
DMP	Domino's Pizza E	17.97	5.33
TWE	Treasury Wine Es	5.10	5.15
WIA	Wia Gold	0.42	5.06
SEK	Seek	14.71	4.62

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DVP	Develop Global	4.54	-18.73
SKS	Sks Technologies	6.58	-9.62
MP1	Megaport	16.29	-8.74
WBT	Weebit Nano	4.30	-8.12
CAT	Catapult Sports	3.26	-7.79
LTR	Liontown	1.11	-7.5
BNZ	Benz Mining-cdi	3.31	-6.76
ELS	Elsight	5.31	-6.51
IPX	Iperionx	3.04	-6.46
KCN	Kingsgate Consol	3.88	-5.72

OPINION

Latest Market Matters Opinions

29/07/2026 09:36

First Up

The ASX 200 delivered a stellar albeit surprising performance on Tuesday, reversing early losses to close up +0.6%, posting a 6-week high in the process. The buying gathered momentum after lunch ahead of todays pivotal CPI inflation read, with bonds also strong; it felt like some hawks were squaring their positions in case the CPI comes in softer than expected. However, what was most impressive about the performance was the manner in which the local market shrugged off weakness across the region, where the KOSPI (-11%) and Japanese Nikkei (-4%) combined with weak US futures to paint a clouded picture for risk assets.

29/07/2026 09:34

US NASDAQ 100 Index

The semiconductor selloff was the dominant driver of the Nasdaq's weakness overnight, with the Nasdaq 100 trimming early losses but still closing down 1%. The retreat was broad-based across the chip sector, with a leading semiconductor ETF sliding 3.6% as investors continued to rotate away from AI-linked names, into more economically exposed sectors i.e. a broadening of the rally which we’ve been looking for.

ACTION

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Market Matters Content

Portfolio Positioning: The ASX is regaining its “Mojo”

Morning report 29/07/2026

Afternoon Report

The Match Out: ASX tests 6-week high

Afternoon report 28/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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