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OPINION
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ANALYSIS

Market Analysis

29M.AX

2.78%

4DX.AX

4.65%

ABG.AX

1.2%

AIS.AX

AGL.AX

-0.8%

A1M.AX

1.23%

AIZ.AX

4.84%

AAI.AX

-0.38%

ALK.AX

-0.52%

A4N.AX

1.57%

ALQ.AX

-1.08%

AMC.AX

-0.71%

AOV.AX

-0.48%

AMP.AX

2.06%

ALD.AX

-6.01%

ASL.AX

-2.81%

ANN.AX

-0.09%

ANZ.AX

-0.16%

APA.AX

-0.46%

ARU.AX

-2.63%

ARB.AX

-0.79%

ARF.AX

3.07%

ARG.AX

ALL.AX

-0.75%

AYA.AX

APZ.AX

1.05%

ASX.AX

1.07%

ALX.AX

1.11%

AUB.AX

0.97%

AIA.AX

0.57%

AXQ.AX

3.41%

AMI.AX

4.55%

AZJ.AX

0.81%

AUC.AX

1.42%

ABB.AX

0.24%

ASB.AX

1.17%

AAC.AX

0.37%

ACL.AX

1.48%

AFI.AX

-0.29%

AUI.AX

0.85%

BOQ.AX

0.75%

BMN.AX

1.17%

BAP.AX

8.02%

BCI.AX

4.67%

BPT.AX

-1.15%

BGA.AX

-0.49%

BGL.AX

3.34%

BEN.AX

0.85%

BNZ.AX

1.6%

BHP.AX

-2.4%

BKI.AX

1.35%

BC8.AX

XYZ.AX

1.44%

BSL.AX

0.16%

BMC.AX

1.35%

BOE.AX

3.82%

BXB.AX

-0.52%

BVS.AX

1.6%

BRE.AX

-4.63%

BRG.AX

1.08%

BTR.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

-0.55%

CSC.AX

0.4%

CAR.AX

2.29%

CIN.AX

CYL.AX

-0.15%

CAT.AX

3.87%

CWP.AX

0.59%

CNI.AX

0.4%

CIP.AX

COF.AX

CHN.AX

3.1%

CGF.AX

0.61%

CIA.AX

0.58%

CHC.AX

1.6%

CLW.AX

1.15%

CQR.AX

0.26%

CQE.AX

0.84%

CNU.AX

0.69%

C79.AX

0.88%

CVL.AX

2.85%

CU6.AX

0.44%

CWY.AX

1.56%

CBO.AX

-0.66%

COH.AX

1.26%

CDA.AX

-0.41%

CGS.AX

0.65%

COL.AX

CKF.AX

1.07%

CBA.AX

-0.1%

CPU.AX

-2.76%

CEN.AX

-1.66%

CXO.AX

-1.45%

CCP.AX

1.35%

CMW.AX

CSL.AX

-0.57%

CCL.AX

2.56%

DBI.AX

0.94%

DTL.AX

2.04%

DYL.AX

-0.6%

DRR.AX

1.7%

DVP.AX

0.75%

DXS.AX

1.04%

DXI.AX

DDR.AX

DGT.AX

DJW.AX

0.67%

DMP.AX

2.09%

DOW.AX

-0.31%

DPM.AX

1.42%

DRO.AX

4.8%

DUR.AX

-0.88%

DNL.AX

0.51%

APE.AX

-0.42%

EBO.AX

0.42%

EIQ.AX

4.49%

ELD.AX

-0.48%

EOS.AX

3.03%

ELV.AX

0.13%

ELS.AX

-0.84%

EHL.AX

EMR.AX

EDV.AX

EOL.AX

1.78%

EQR.AX

2.82%

EQT.AX

5.85%

EUR.AX

-1.37%

EVN.AX

0.67%

EVT.AX

-0.54%

FDC.AX

FCL.AX

4.21%

FFM.AX

4.82%

FPH.AX

0.41%

FPR.AX

0.96%

FBU.AX

0.63%

FLT.AX

0.87%

FML.AX

0.98%

FRS.AX

18.31%

FMG.AX

1.59%

FRW.AX

-3.03%

FGX.AX

-0.37%

FGG.AX

0.31%

GLN.AX

GLF.AX

-0.43%

GDG.AX

0.96%

GNE.AX

1.75%

GMD.AX

-1.44%

GNP.AX

1.69%

GMG.AX

0.51%

GPT.AX

0.88%

GQG.AX

-1.61%

GNG.AX

4.33%

GNC.AX

-3.13%

GGP.AX

1.39%

G6M.AX

-0.56%

GOZ.AX

GCI.AX

1.97%

GYG.AX

1.01%

GWA.AX

0.99%

HSN.AX

4.18%

HVN.AX

2.37%

HGH.AX

0.49%

HM1.AX

0.98%

HLI.AX

1.76%

HMC.AX

8.39%

HDN.AX

1.82%

HUB.AX

-0.39%

IGO.AX

-1.31%

ILU.AX

0.89%

IMD.AX

-0.29%

IMR.AX

2.08%

IFT.AX

1.34%

INA.AX

0.55%

ING.AX

0.96%

IAG.AX

-0.86%

IDX.AX

1.32%

IPG.AX

-0.19%

IPX.AX

-1.66%

IPH.AX

0.6%

IRE.AX

2.72%

JHX.AX

2.79%

JBH.AX

1.19%

JDO.AX

1.93%

KAR.AX

KLS.AX

0.73%

KCN.AX

1.47%

KKC.AX

GLS.AX

L1G.AX

-0.41%

LSF.AX

2.08%

LGF.AX

1.34%

LRV.AX

-0.48%

LFS.AX

LLC.AX

0.7%

LFG.AX

4.72%

360.AX

4.11%

LIC.AX

2.23%

LNW.AX

-0.06%

LIN.AX

5.51%

LTR.AX

2.94%

LOV.AX

-0.3%

LYL.AX

-1.28%

LYC.AX

0.39%

MA1.AX

0.51%

MAF.AX

4.48%

MGH.AX

MAH.AX

1.56%

MQG.AX

0.94%

MAQ.AX

2.06%

MAD.AX

-0.64%

MFG.AX

2.1%

MMS.AX

0.65%

MM8.AX

3.7%

MPL.AX

-0.21%

MP1.AX

4.11%

MCY.AX

-0.91%

MEZ.AX

0.23%

MSB.AX

MLX.AX

-2.38%

MTS.AX

0.68%

MEI.AX

2.56%

MOT.AX

-1.57%

MXT.AX

-1.13%

MFF.AX

1.31%

MIN.AX

-1.41%

MI6.AX

2.52%

MIR.AX

-1.18%

MGR.AX

-0.81%

MND.AX

MYS.AX

1.02%

NAN.AX

0.36%

NAB.AX

-0.05%

NGI.AX

-1.66%

NWL.AX

-0.83%

NEU.AX

-1.17%

NHC.AX

0.16%

NMG.AX

6.58%

NEM.AX

1.93%

NWS.AX

0.08%

NXG.AX

2.73%

NXT.AX

2.55%

NHF.AX

-0.6%

NCK.AX

NIC.AX

NEC.AX

-8.5%

NST.AX

NWH.AX

-0.13%

NUF.AX

-1.84%

NXL.AX

5.26%

OCL.AX

2.98%

OML.AX

OPH.AX

2.99%

OBM.AX

5.65%

ORI.AX

0.31%

ORG.AX

-1.05%

ORA.AX

1.01%

PDN.AX

3.91%

PNR.AX

3.21%

PPC.AX

-0.52%

PPM.AX

PRN.AX

-0.44%

PPT.AX

1.27%

PCI.AX

-0.9%

PRU.AX

1.96%

PXA.AX

0.81%

PNI.AX

-0.63%

PL8.AX

PLS.AX

-2.12%

PGF.AX

1.25%

PNV.AX

0.98%

PDIDB.AX

6.62%

PMV.AX

0.7%

PME.AX

0.72%

PWH.AX

0.35%

PYC.AX

-3.11%

QAN.AX

0.43%

QBE.AX

-0.75%

QAL.AX

-1.11%

QRI.AX

RMS.AX

1.02%

RHC.AX

0.95%

REA.AX

2.34%

RDX.AX

-0.29%

REH.AX

-0.18%

RF1.AX

1.42%

RPL.AX

1.24%

RG1.AX

0.76%

RGN.AX

0.44%

REG.AX

5.58%

RRL.AX

0.59%

RWC.AX

-0.24%

RMD.AX

-1.28%

RSG.AX

2.08%

SGLLV.AX

0.87%

RIC.AX

-0.38%

RIO.AX

-0.68%

RXL.AX

2.46%

RFF.AX

1.02%

RYM.AX

-0.3%

SFR.AX

0.67%

SMI.AX

-1.89%

STO.AX

-0.85%

SCG.AX

-0.56%

SEK.AX

2.37%

SHV.AX

-0.2%

SRV.AX

2.63%

SSM.AX

SGH.AX

0.18%

SHA.AX

0.93%

SIG.AX

0.37%

SLX.AX

0.81%

SGM.AX

1.25%

SDR.AX

4.24%

SKS.AX

0.91%

SKC.AX

2.83%

SIQ.AX

-0.26%

SHL.AX

1.24%

S32.AX

-0.38%

SX2.AX

0.25%

SXE.AX

1.71%

SPK.AX

-0.56%

SRG.AX

-0.26%

SBM.AX

0.67%

SMR.AX

3.06%

SDF.AX

-0.18%

SGP.AX

-0.9%

SKG.AX

SNZ.AX

SUN.AX

0.52%

SRL.AX

7.17%

SUL.AX

1.21%

SLC.AX

-2.44%

SNL.AX

-0.62%

SYL.AX

0.74%

TAH.AX

0.57%

TEA.AX

1.96%

TNE.AX

0.1%

TLX.AX

1.29%

TLS.AX

0.84%

TPW.AX

0.41%

A2M.AX

0.46%

TLC.AX

0.2%

SGR.AX

11.11%

THL.AX

1.74%

TWR.AX

-1.6%

TPG.AX

0.79%

TCL.AX

TWE.AX

2.03%

TUA.AX

1.42%

TCG.AX

3.7%

TRA.AX

2.79%

USL.AX

-1.73%

UNI.AX

1.85%

VAU.AX

VNT.AX

1.08%

VCX.AX

0.79%

VGN.AX

0.35%

VMM.AX

4.14%

VGL.AX

1.83%

VEA.AX

-3.65%

VUL.AX

0.38%

VSL.AX

-0.68%

VYS.AX

-1%

WA1.AX

-1.83%

WGN.AX

4.9%

WAM.AX

-0.4%

WGB.AX

1.5%

WLE.AX

SOL.AX

0.07%

WPR.AX

0.43%

WQG.AX

1.46%

WEB.AX

1.37%

WBT.AX

2.62%

WES.AX

1.07%

WAF.AX

2.67%

WGX.AX

2.69%

WBC.AX

0.14%

WHF.AX

-0.82%

WHC.AX

-0.94%

WIA.AX

4.21%

WC8.AX

-3.8%

WTC.AX

2.53%

WDS.AX

-1.21%

WOW.AX

0.8%

WOR.AX

0.31%

XRO.AX

-1.66%

YAL.AX

0.99%

ZIM.AX

ZIP.AX

2.52%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.61	-0.29	-0.19
SSO ASX Small Caps	14.86	0.15	1.02
IVV S&P 500	71.61	0.31	0.43
NDQ Nasdaq	59.68	0.53	0.9
F100 FTSE 100	15.23	0.03	0.2
ASIA Asia Tech	20.19	0.26	1.3
IEU Europe	97.62	0.09	0.09
IEM Emerging Markets	94.85	0.55	0.58
Gold Gold	56.72	0.14	0.25
ACDC Battery Tech	124.00	0.52	0.42

COMMODITIES	Close($)	-/+	%
Gold	4,466.55	-6.3089	-0.14
Silver	66.81	-0.1426	-0.21
Platinum	1,803.77	-22.48	-1.23
Palladium	1,407.24	-13.8433	-0.97
Ice Brent Crude	95.92	0.29	0.3
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7201	0.0002	0.03
Euro	1.1618	-0.0006	-0.05
British Pound	1.3535	0.0014	0.1
Canadian Dollar	1.3803	0.0012	0.09
New Zealand Dollar	0.5879	-0.0002	-0.03
Chinese Yuan	6.7108	-0.0073	-0.11
Japanese Yen	156.2900	0.53	0.34

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	1.23%	145.45%	0.32 0.89
BGL	Bellevue Gold Limited	1.70	3.34%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	62.25	-2.4%	50.82%	39.30 68.77
FMG	Fortescue Ltd	17.22	1.59%	-7.53%	16.57 23.38
NHC	New Hope Corporation Ltd	6.10	0.16%	39.68%	3.77 6.24
WHC	Whitehaven Coal Limited	8.39	-0.94%	32.97%	5.94 9.90
NEM	Newmont Cdi	178.31	1.93%	0.00%	114.62 190.91
NXG	Nexgen Ene Cdi	14.69	2.73%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.59	0.67%	83.78%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
FRS	Forrestania Res	0.42	18.31
SGR	The Star Enterta	0.15	11.11
HMC	Hmc Capital	3.36	8.39
BAP	Bapcor	0.88	8.02
SRL	Sunrise Energy	15.25	7.17
MGH	Maas Group Holdi	5.50	7
PDIDB	Predictive Def	4.67	6.62
NMG	New Murchison	0.08	6.58
EQT	Eqt Holdings	20.80	5.85
OBM	Ora Banda Mining	1.59	5.65

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NEC	Nine Entertainme	0.92	-8.5
ALD	Ampol	40.65	-6.01
BRE	Brazilian Rare	3.50	-4.63
WC8	Wildcat Resource	0.38	-3.8
VEA	Viva Energy Grp	2.90	-3.65
GNC	Graincorp	6.81	-3.13
PYC	Pyc Therapeutics	2.49	-3.11
FRW	Freightways Grou	10.87	-3.03
ASL	Andean Silver	2.42	-2.81
CPU	Computershare	39.81	-2.76

OPINION

Latest Market Matters Opinions

04/09/2026 16:25

What Mattered Today

The ASX 200 struggled to hold onto a positive start on Friday, giving back an early ~0.6% gain to trade slightly lower into the afternoon. The reversal was largely a resources story, with the heavyweight names dragging on the index, while Energy also weighed despite Brent remaining elevated.

04/09/2026 16:19

Broker Moves

• Bapcor Raised to Hold at Morgans Financial Limited • Tabcorp Cut to Accumulate at Morgans Financial Limited • Regis Healthcare Cut to Hold at Ord Minnett; PT A$6 • Titomic Cut to Hold at Ord Minnett; PT 18 Australian cents • Regis Healthcare Cut to Sector Perform at RBC; PT A$5

ACTION

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Market Matters Content

ETF Friday: Comparing the nuances between LICs, LITs & ETFs

Morning report 04/09/2026

Afternoon Report

The Match Out: ASX edges lower as tech bounces and gold miners hold firm

Afternoon report 04/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

Metrics Master Income Trust (ASX: MXT) – “preliminary final report”

Hi Monday was the final day for most companies to have reported FY26 results. Metrics (MXT) released a "preliminary final report" that included the following note (auditor's name removed by me): "****** (the auditor for the Fund) has notified the Responsible Entity that as of 31 August 2026, ******’s audit of the 30 June 2026 Financial Report for the Fund is incomplete and that ****** continues to work through remaining audit procedures required to bring the audit to completion, noting the statutory deadline as required by the Corporations Act 2001 (Cth), 30 September 2026." Based on your experience, is this the sort of comment that should cause any concern for investors, or is it likely to something as simple as say, a shortage of audit staff, or some innocuous other factor beyond the auditor's control? Is it fair to assume it's probably not a great look for a company, or is it just one of those things that sometimes happens and doesn't really make much difference? Cheers, Carl

Ask James

Question asked 04/09/2026

WAM Capital (ASX: WAM) profit reserve issue and other related stocks.

As a long time holder of WLE, I am suspicious that the 20% sell off in WAM last Friday will be replicated by other Wilson group funds as they continue to pay dividends which do not seem in step with current dividend yields from the major yield stocks that they own. Dividend cuts seem inevitable. Is this a fair assumption?

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