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The latest views from real investors with real money in the markets.

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Why Market Matters? Investment and service overview.
ANALYSIS

Market Analysis

29M.AX

-3.23%

4DX.AX

11.69%

ABG.AX

1.24%

ASK.AX

0.72%

AIS.AX

0%

AGL.AX

0.75%

A1M.AX

2.26%

AGI.AX

3.31%

AIZ.AX

-3.52%

AAI.AX

-0.68%

ALK.AX

-0.48%

A4N.AX

5.08%

ALQ.AX

1.97%

AMC.AX

-0.12%

AOV.AX

-1.81%

AMP.AX

0.98%

ALD.AX

-0.49%

ASL.AX

-0.82%

ANN.AX

0.23%

ANZ.AX

0.17%

APA.AX

0.86%

ARU.AX

-10.81%

ARB.AX

-3.54%

ARF.AX

-1.23%

ARG.AX

0.23%

ALL.AX

0.39%

AYA.AX

0.83%

APZ.AX

-1.89%

ASX.AX

1.87%

ALX.AX

-0.1%

AUB.AX

-0.21%

AIA.AX

-0.15%

AMI.AX

-0.72%

AZJ.AX

1.11%

ABB.AX

-1.7%

ASB.AX

-4.31%

AAC.AX

0%

AFI.AX

-0.46%

AUI.AX

0%

BOQ.AX

-0.08%

BMN.AX

-2.62%

BCI.AX

-0.68%

BPT.AX

0.93%

BGA.AX

0.58%

BGL.AX

-2.84%

BEN.AX

-0.49%

BNZ.AX

3.35%

BHP.AX

0.96%

BKI.AX

-0.83%

BC8.AX

-2.48%

XYZ.AX

-3.66%

BSL.AX

-1.2%

BMC.AX

-2.6%

BOE.AX

-4.09%

BXB.AX

-0.64%

BVS.AX

-3.76%

BRE.AX

-2.76%

BRG.AX

-2.82%

BGP.AX

0%

BFL.AX

-0.85%

BWP.AX

0.27%

CMM.AX

-1.06%

CSC.AX

-0.07%

CAR.AX

-2.68%

CIN.AX

0.06%

CYL.AX

1.05%

CAT.AX

-1.88%

CWP.AX

-2.22%

CNI.AX

2.02%

CIP.AX

-0.51%

COF.AX

0%

CHN.AX

-4.6%

CGF.AX

-0.28%

CIA.AX

-1.26%

CHI.AX

0%

CHC.AX

-0.05%

CLW.AX

0.44%

CQR.AX

0.81%

CQE.AX

-1.95%

CNU.AX

0.18%

C79.AX

-1.94%

CVL.AX

-1.29%

CU6.AX

0%

CWY.AX

-1.35%

CBO.AX

3.44%

COH.AX

-3.96%

CDA.AX

3.5%

COL.AX

-2.65%

CKF.AX

-0.5%

CBA.AX

0.69%

CPU.AX

-0.13%

CEN.AX

-1.34%

CXO.AX

-2.82%

CCP.AX

-0.79%

CMW.AX

1.19%

CSL.AX

-1.94%

CCL.AX

-1.29%

DBI.AX

-0.76%

DTL.AX

0.76%

DTR.AX

-5.81%

DYL.AX

-2.86%

DRR.AX

0.33%

DVP.AX

-4.03%

DXS.AX

-0.08%

DXI.AX

0.21%

DDR.AX

-1.64%

DGT.AX

2.6%

DJW.AX

0.36%

DMP.AX

2.59%

DOW.AX

0.4%

DPM.AX

0.76%

DRO.AX

-2.64%

DUR.AX

-1.54%

DNL.AX

0.97%

APE.AX

-1.41%

EBO.AX

-0.67%

EIQ.AX

1.82%

ELD.AX

-2.34%

EOS.AX

-3.98%

ELV.AX

-5.2%

ELS.AX

1.17%

EHL.AX

-0.48%

EMR.AX

-2%

EDV.AX

-1.53%

ERA.AX

0%

EQR.AX

-8.47%

EUR.AX

-3.98%

EVN.AX

-1.04%

EVT.AX

-0.09%

FCL.AX

-0.75%

FFM.AX

0.93%

FPH.AX

-1.08%

FPR.AX

-6.25%

FBU.AX

-0.21%

FLT.AX

-0.38%

FML.AX

-6.49%

FRS.AX

1.96%

FMG.AX

1.95%

FRW.AX

-3.67%

FGX.AX

0.76%

FGG.AX

0.31%

GLN.AX

-4.5%

GLF.AX

0.68%

GDG.AX

-4.8%

GNE.AX

0.25%

GMD.AX

-2.18%

GNP.AX

-1.06%

GMG.AX

0.54%

GPT.AX

0%

GQG.AX

-1.84%

GNG.AX

2.02%

GNC.AX

-13.75%

GGP.AX

-1.28%

GOZ.AX

0%

GCI.AX

0.25%

GYG.AX

-1.78%

GWA.AX

-0.72%

HSN.AX

-1.04%

HVN.AX

-0.46%

HGH.AX

-3.3%

HM1.AX

-0.36%

HLI.AX

-0.81%

HMC.AX

5.3%

HDN.AX

0.62%

HUB.AX

-0.25%

IEL.AX

-2.4%

IGO.AX

-2.83%

ILU.AX

-3.84%

IMD.AX

-1.72%

IMR.AX

0.57%

IFT.AX

-0.32%

INA.AX

-0.66%

ING.AX

-1.94%

IAG.AX

2.7%

IDX.AX

-0.23%

IPG.AX

-1.92%

IPX.AX

1.59%

IPH.AX

-2.54%

IRE.AX

-3.06%

JHX.AX

-2.37%

JBH.AX

-0.78%

JDO.AX

-0.36%

JMS.AX

-1.72%

KAR.AX

-1.46%

KLS.AX

-1.61%

KCN.AX

-1.97%

KKC.AX

0.98%

GLS.AX

-1.3%

LGF.AX

0.97%

L1G.AX

-0.21%

LSF.AX

-0.67%

LRV.AX

-0.31%

LFS.AX

0%

LLC.AX

0.81%

LFG.AX

0.31%

360.AX

-2.35%

LIC.AX

-2.04%

LNW.AX

-1.75%

LIN.AX

-5%

LTR.AX

-4.09%

LOV.AX

1.18%

LYL.AX

-2.7%

LYC.AX

-8.69%

MA1.AX

0.26%

MAF.AX

-0.62%

MGH.AX

1.77%

MAH.AX

1.42%

MQG.AX

2.57%

MAQ.AX

1.19%

MAD.AX

1.03%

MFG.AX

-0.71%

MAU.AX

-0.38%

MMS.AX

0.18%

MPL.AX

1.1%

MP1.AX

30.96%

MCY.AX

0.35%

MEZ.AX

-0.83%

MSB.AX

-0.99%

MLX.AX

-3.64%

MTS.AX

-1.35%

MEI.AX

1.22%

MOT.AX

1.46%

MXT.AX

0.92%

MFF.AX

0.21%

MIN.AX

-0.73%

MI6.AX

5.29%

MIR.AX

0.4%

MGR.AX

-1.02%

MND.AX

-0.7%

MYS.AX

-0.78%

NAN.AX

-0.3%

NAB.AX

-1.87%

NGI.AX

0%

NWL.AX

-1.02%

NEU.AX

-0.39%

NHC.AX

-0.99%

NMG.AX

-1.04%

NEM.AX

-1.6%

NWS.AX

-0.05%

NXG.AX

-0.83%

NXT.AX

1.3%

NHF.AX

0.61%

NCK.AX

-3.69%

NIC.AX

-0.45%

NEC.AX

-0.26%

NST.AX

-2.29%

NWH.AX

1.97%

NUF.AX

-2.08%

OCL.AX

-2.25%

OML.AX

1.92%

OPH.AX

-0.76%

OBM.AX

1.26%

ORI.AX

2.82%

ORG.AX

0.04%

ORA.AX

-3.7%

PDN.AX

-4.12%

PNR.AX

-1.78%

PPC.AX

-4.83%

PPM.AX

-1.79%

PRN.AX

-5.23%

PPT.AX

-0.94%

PCI.AX

1.38%

PRU.AX

-0.53%

PXA.AX

2.1%

PNI.AX

-0.13%

PL8.AX

0.36%

PLS.AX

-1.94%

PGF.AX

0%

PNV.AX

17.57%

PDI.AX

-3.16%

PMV.AX

-1.33%

PME.AX

-4.44%

PWH.AX

4.33%

PYC.AX

0.69%

QAN.AX

-1.1%

QBE.AX

0.76%

QAL.AX

-2.13%

QRI.AX

-0.32%

QUB.AX

0.2%

RMS.AX

-3.21%

RHC.AX

-0.8%

REA.AX

-4.45%

RDX.AX

-2.58%

REH.AX

1.1%

RF1.AX

0.84%

RPL.AX

-1.56%

RG1.AX

0%

RGN.AX

0.45%

REG.AX

-0.08%

RRL.AX

-2.04%

RWC.AX

-0.98%

RMD.AX

-0.97%

RSG.AX

0.9%

SGLLV.AX

-0.82%

RIC.AX

-0.94%

RIO.AX

1.4%

RXL.AX

-3.09%

RFF.AX

-0.38%

RYM.AX

-4.37%

SFR.AX

-1.63%

SMI.AX

-5.97%

STO.AX

-0.39%

SCG.AX

-0.41%

SEK.AX

-2.12%

SHV.AX

-0.56%

SRV.AX

-2.58%

SSM.AX

-0.97%

SGH.AX

-0.3%

SHA.AX

-0.9%

SIG.AX

-0.35%

SLX.AX

-3.58%

SGM.AX

0.73%

SDR.AX

-2.5%

SKS.AX

-4.1%

SKC.AX

-2.08%

SIQ.AX

-0.99%

SHL.AX

-2.3%

S32.AX

-2.12%

SX2.AX

6.52%

SXE.AX

-1.18%

SPK.AX

-0.76%

SRG.AX

-0.48%

SBM.AX

-6.74%

SMR.AX

-4.45%

SDF.AX

-1.39%

SGP.AX

-1.13%

SNZ.AX

-3.37%

SUN.AX

1.19%

SRL.AX

0.44%

SUL.AX

-2.57%

SLC.AX

-1.43%

SNL.AX

-2.22%

SYL.AX

1.54%

TAH.AX

-1.75%

TEA.AX

-0.33%

TNE.AX

-3.16%

TLX.AX

2.51%

TLS.AX

-0.09%

TPW.AX

-4.22%

A2M.AX

-3.87%

TLC.AX

0.57%

SGR.AX

2.38%

TVN.AX

-3.17%

TWR.AX

0.86%

TPG.AX

0.37%

TCL.AX

0.93%

TWE.AX

-1.32%

TUA.AX

-1.39%

TCG.AX

5.26%

USL.AX

-1.81%

VAU.AX

-2.8%

VNT.AX

0.77%

VCX.AX

-0.61%

VGN.AX

-1.87%

VEA.AX

-1.12%

VUL.AX

-1.87%

VSL.AX

0.53%

WA1.AX

-0.92%

WGN.AX

-0.2%

WAM.AX

0.14%

WGB.AX

-0.45%

WLE.AX

-1.12%

SOL.AX

-0.99%

WPR.AX

0%

WQG.AX

-0.54%

WEB.AX

-4.91%

WBT.AX

18.4%

WES.AX

-0.06%

WAF.AX

-0.15%

WGX.AX

-4.5%

WBC.AX

-0.04%

WHF.AX

0.41%

WHC.AX

-2.04%

WIA.AX

1%

WC8.AX

-2.34%

WTN.AX

0%

WTC.AX

-4.88%

WDS.AX

-1.23%

WOW.AX

-1.94%

WOR.AX

1%

XRO.AX

-8.31%

YAL.AX

-2.82%

ZIM.AX

-2.51%

ZIP.AX

-3.69%

POPULAR ETFs Close($) +/- %
A200

ASX 200

144.21

-0.35

-0.24

SSO

ASX Small Caps

15.80

-0.09

-0.57

IVV

S&P 500

68.42

0.21

0.31

NDQ

Nasdaq

59.82

0.39

0.66

F100

FTSE 100

14.57

0

0

ASIA

Asia Tech

20.39

-0.11

-0.54

IEU

Europe

98.17

0.08

0.08

IEM

Emerging Markets

93.30

-0.11

-0.12

Gold

Gold

59.01

-0.51

-0.86

ACDC

Battery Tech

177.49

-1.1

-0.62

COMMODITIES Close($) -/+ %
Gold

4,678.68

-8.7565

-0.19

Silver

86.62

-1.355

-1.54

Platinum

2,130.75

-6.6541

-0.31

Palladium

1,497.98

-1.7568

-0.12

Ice Brent Crude

105.72

-2.05

-1.9

CURRENCIES Close($) -/+ %
Australian Dollar

0.7252

-0.0006

-0.08

Euro

1.1713

0.0003

0.03

British Pound

1.3526

0.0004

0.03

Canadian Dollar

1.3703

0

0

New Zealand Dollar

0.5928

-0.0007

-0.12

Chinese Yuan

6.7860

-0.0048

-0.07

Japanese Yen

157.8600

0.01

0.01

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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

2.26%

90.00%

0.30

0.75

BGL  

Bellevue Gold Ltd

1.63

-2.84%

0.00%

0.78

2.00

BHP  

Bhp Group Ltd

62.08

0.91%

56.90%

35.52

62.30

FMG  

Fortescue Ltd

22.98

2.02%

35.66%

14.31

23.38

NHC  

New Hope Corporation Ltd

4.99

-1.09%

28.57%

3.59

6.14

WHC  

Whitehaven Coal Ltd

7.69

-2.04%

45.10%

5.30

9.90

NEM  

Newmont Cdi

163.49

-1.63%

0.00%

74.25

190.91

NXG  

Nexgen Ene Cdi

16.75

-0.95%

0.00%

8.24

20.47

SFR  

Sandfire Resources Ltd

19.64

-1.63%

84.64%

10.11

21.75

10 Top Gainers | <$500m

Code Company Last($) % Chg
MP1

Megaport

12.90

30.96

WBT

Weebit Nano

5.92

18.4

PNV

Polynovo

1.19

17.57

4DX

4dmedical

3.78

11.69

SX2

Southern Cro Cdi

10.78

6.52

HMC

Hmc Capital

2.98

5.3

MI6

Minerals 260

0.90

5.29

TCG

Turaco Gold

0.60

5.26

A4N

Alpha Hpa

0.67

5.08

PWH

Pwr Holdings

9.40

4.33

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
GNC

Graincorp

5.37

-13.75

ARU

Arafura Rare Ear

0.33

-10.81

LYC

Lynas Rare Earth

18.17

-8.69

EQR

Eq Resources

0.27

-8.47

XRO

Xero

74.27

-8.31

SBM

St Barbara

0.66

-6.74

FML

Focus Minerals L

2.16

-6.49

FPR

Fleetpartners Gr

2.70

-6.25

SMI

Santana Minerals

0.63

-5.97

DTR

Dateline Resourc

0.20

-5.81

OPINION

Latest Market Matters Opinions

Residential construction – Mirvac (ASX: MGR) v Vicinity Group (ASX: VCX)

The Budget structurally redirected investment toward new residential construction by restricting negative gearing to new builds only, which also reduces the appeal of going “direct” in property, increasing the relative appeal of listed players. Debt taken on to buy listed REITs (or any shares) remains tax deductible.  These two important factors we think will have a bearing on relative performance across the property sector.

Read more

Infrastructure for income

Infrastructure ticks most of the boxes a post-Budget income investor should be looking for, real assets providing essential services, regulated or contracted revenues, built-in inflation linkage, and defensive cash flows that sit in a fundamentally different earnings profile to the cyclical parts of the equity market.

Read more
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