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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

AAI.AX

0.41%

29M.AX

1.54%

4DX.AX

-3.19%

ABG.AX

-0.31%

AIS.AX

6.74%

AGL.AX

-1.35%

A1M.AX

0.31%

AIZ.AX

-0.8%

ALK.AX

-0.14%

A4N.AX

ALQ.AX

-0.66%

AMC.AX

-0.13%

AOV.AX

-0.44%

AMP.AX

-2.03%

AEL.AX

1.83%

ALD.AX

0.02%

ANN.AX

0.73%

ANZ.AX

-0.86%

APA.AX

-0.27%

ARU.AX

1.67%

ARB.AX

-0.52%

ARF.AX

2.29%

ARG.AX

-0.43%

ALL.AX

-1.03%

APZ.AX

-1.08%

ASX.AX

-1.49%

ALX.AX

-1.16%

AIA.AX

0.76%

AXQ.AX

-0.3%

AMI.AX

-1.16%

AZJ.AX

-0.93%

AFI.AX

-0.43%

AUC.AX

-1.16%

ABB.AX

0.37%

ASB.AX

10.13%

AUB.AX

-1.38%

AAC.AX

-0.38%

ACL.AX

-1.57%

AUI.AX

0.84%

BOQ.AX

-3.14%

BMN.AX

1.17%

BAP.AX

-2.29%

BCI.AX

0.9%

BPT.AX

1.74%

BGA.AX

-0.93%

BGL.AX

-1.88%

BEN.AX

-3.21%

BNZ.AX

-2.54%

BHP.AX

-0.53%

BKI.AX

0.56%

BC8.AX

1.07%

XYZ.AX

0.16%

BSL.AX

0.15%

BOE.AX

1.2%

BXB.AX

-0.86%

BVS.AX

BRE.AX

-2.71%

BRG.AX

-0.93%

BTR.AX

2.61%

BGP.AX

BFL.AX

-1.4%

BWP.AX

-0.28%

CMM.AX

-1.4%

CSC.AX

-1.52%

CAR.AX

0.44%

CIN.AX

CYL.AX

-3.04%

CAT.AX

0.81%

CWP.AX

0.68%

CNI.AX

-1.33%

CIP.AX

-0.18%

COF.AX

0.59%

CGF.AX

-0.82%

CIA.AX

-0.92%

CLW.AX

-1.37%

CHC.AX

0.35%

CQR.AX

-0.72%

CQE.AX

-1.1%

CNU.AX

0.46%

C79.AX

2.2%

CVL.AX

-3.35%

CU6.AX

2.22%

CWY.AX

0.19%

CBO.AX

-2.26%

COH.AX

-0.27%

CDA.AX

-0.6%

CGS.AX

-4.51%

COL.AX

-0.74%

CKF.AX

-0.24%

CPU.AX

-0.64%

CEN.AX

2.99%

CXO.AX

3.57%

CCP.AX

-1.07%

CMW.AX

-2.27%

CSL.AX

0.07%

CCL.AX

-0.81%

CBA.AX

-2.18%

DYL.AX

-0.85%

DBI.AX

0.81%

DRR.AX

-0.76%

DVP.AX

-0.85%

DXI.AX

-0.65%

DXS.AX

-1.58%

DDR.AX

DGT.AX

-3.47%

DJW.AX

-0.34%

DMP.AX

-2.79%

DOW.AX

-0.65%

DPM.AX

-0.52%

DRO.AX

-1.96%

DUR.AX

-0.72%

DNL.AX

-0.12%

APE.AX

-1.46%

EBO.AX

0.63%

ELD.AX

-2.06%

EOS.AX

2.74%

ELV.AX

1.89%

ELS.AX

-3.99%

EHL.AX

-1.72%

EMR.AX

-1.44%

EDV.AX

-0.33%

DTL.AX

2.45%

EQR.AX

2.59%

EQT.AX

0.74%

EUR.AX

1.39%

EVN.AX

-3.24%

EVT.AX

-1%

FPH.AX

0.05%

FDC.AX

-0.27%

FCL.AX

-4.23%

FFM.AX

-2.13%

FPR.AX

0.42%

FBU.AX

-1.65%

FLT.AX

-0.88%

FRS.AX

2.27%

FMG.AX

0.36%

FRW.AX

FGX.AX

0.76%

FGG.AX

GLF.AX

-2.33%

GDG.AX

-0.18%

GNE.AX

1.55%

GMD.AX

-3.32%

GNP.AX

0.89%

GMG.AX

2.91%

GPT.AX

-0.77%

GQG.AX

-1.61%

GNG.AX

-1.3%

GNC.AX

-2.46%

GGP.AX

-1.65%

G6M.AX

GOZ.AX

-0.65%

GCI.AX

0.25%

GYG.AX

0.19%

GWA.AX

-0.75%

HSN.AX

2.28%

HVN.AX

-0.6%

HGH.AX

-1.97%

HM1.AX

-0.18%

HLI.AX

-1.8%

HMC.AX

-2.24%

HDN.AX

-0.46%

HUB.AX

-0.84%

IEL.AX

0.23%

IGO.AX

2.99%

ILU.AX

1.32%

IMD.AX

1.39%

IFT.AX

-0.47%

INA.AX

-1.37%

ING.AX

-0.24%

IAG.AX

-1.96%

IDX.AX

-0.47%

IPG.AX

1.8%

IPX.AX

-0.7%

IPH.AX

-1.84%

IRE.AX

-0.18%

JHX.AX

-0.62%

JBH.AX

1.06%

JDO.AX

-1.65%

JMS.AX

KAR.AX

6.47%

KLS.AX

-2.56%

KCN.AX

-1.39%

KKC.AX

2.99%

GLS.AX

-3.42%

LGF.AX

-1.79%

L1G.AX

-1.5%

LSF.AX

-0.9%

LFS.AX

-0.63%

LLC.AX

-1.03%

LFG.AX

0.31%

360.AX

0.47%

LNW.AX

-0.2%

LIN.AX

LTR.AX

1.75%

LOV.AX

-0.25%

LYL.AX

0.05%

LYC.AX

-0.86%

MA1.AX

1.07%

MAF.AX

-0.66%

MGH.AX

-2.32%

MAH.AX

0.9%

MQG.AX

-1.55%

MAQ.AX

2.38%

MAD.AX

-1.28%

MFG.AX

-0.23%

MMS.AX

-1.72%

MPL.AX

-0.53%

MP1.AX

-0.99%

MCY.AX

0.75%

MEZ.AX

0.23%

MSB.AX

-1.48%

MLX.AX

-2.08%

MTS.AX

-0.16%

MEI.AX

-1.09%

MXT.AX

2.43%

MFF.AX

0.19%

MIN.AX

2.15%

MI6.AX

MIR.AX

MGR.AX

-0.68%

MND.AX

-0.23%

MYS.AX

-1.92%

NAN.AX

0.53%

NAB.AX

-1.95%

NGI.AX

-3.13%

NWL.AX

-0.83%

NEU.AX

-1.43%

NHC.AX

0.92%

NMG.AX

-3.23%

NEM.AX

-1.39%

NWS.AX

-0.75%

NXG.AX

-1.11%

NXT.AX

1.01%

NHF.AX

-1.67%

NCK.AX

0.6%

NIC.AX

1.75%

NEC.AX

-3.82%

NST.AX

-0.28%

NWH.AX

0.41%

NUF.AX

-0.96%

NXL.AX

3.55%

OCL.AX

3.87%

OML.AX

0.3%

OPH.AX

0.43%

OBM.AX

-1.96%

ORI.AX

-0.2%

ORG.AX

-0.22%

ORA.AX

-4.33%

PDN.AX

-6.91%

PNR.AX

1.22%

PDI.AX

-4.48%

PPC.AX

4.59%

PPM.AX

0.58%

PRN.AX

-1.42%

PPT.AX

-0.98%

PCI.AX

0.93%

PRU.AX

-1.18%

PXA.AX

-1.19%

PNI.AX

0.14%

PL8.AX

-0.36%

PLS.AX

3.08%

PGF.AX

PNV.AX

-0.28%

PMV.AX

0.56%

PME.AX

-1.56%

PWH.AX

1.84%

PYC.AX

-5.84%

QAN.AX

-2.29%

QBE.AX

-1.83%

QRI.AX

0.34%

QAL.AX

0.47%

RMS.AX

-2.03%

RHC.AX

-0.27%

REA.AX

-0.48%

RDX.AX

-1.42%

REH.AX

-0.99%

RF1.AX

-0.45%

RG1.AX

1.67%

RPL.AX

1.4%

RGN.AX

-0.45%

REG.AX

-0.46%

RRL.AX

1.71%

RWC.AX

0.11%

RMD.AX

0.15%

RSG.AX

1.13%

SGLLV.AX

-1.81%

RIC.AX

-1.57%

RIO.AX

-0.37%

RXL.AX

-1.92%

RFF.AX

-0.79%

RYM.AX

1.39%

SFR.AX

-1.52%

STO.AX

1.85%

SCG.AX

0.15%

SEK.AX

SHV.AX

-1.96%

SRV.AX

-1.09%

SGH.AX

-0.08%

SHA.AX

-1.47%

SIG.AX

2.94%

SLX.AX

5.95%

SGM.AX

-0.48%

SDR.AX

0.38%

SKS.AX

10.3%

SKC.AX

-0.92%

SIQ.AX

-0.74%

SHL.AX

-0.11%

S32.AX

-0.52%

SX2.AX

-1.18%

SPK.AX

0.65%

SRG.AX

-1.47%

SSM.AX

-1.36%

SBM.AX

0.96%

SMR.AX

3.1%

SDF.AX

0.09%

SXE.AX

6.48%

SGP.AX

0.36%

SKG.AX

SNZ.AX

-4.64%

SUN.AX

-1.81%

SRL.AX

-1.42%

SUL.AX

-0.81%

SLC.AX

3.97%

SNL.AX

-1.87%

SYL.AX

0.58%

TAH.AX

-1.16%

TEA.AX

TNE.AX

0.29%

TLX.AX

-2.09%

TLS.AX

0.97%

TPW.AX

2.37%

A2M.AX

TLC.AX

0.48%

SGR.AX

-4%

TWR.AX

-1.2%

TPG.AX

TCL.AX

-0.96%

TWE.AX

-0.44%

TUA.AX

0.64%

TCG.AX

1.21%

TRA.AX

UNI.AX

0.88%

VAU.AX

-2.46%

VNT.AX

-1.09%

VCX.AX

-1.09%

VGN.AX

-5.13%

VMM.AX

4.36%

VGL.AX

5.14%

VEA.AX

-0.78%

VUL.AX

1.46%

VSL.AX

0.48%

WA1.AX

4.71%

WGN.AX

1.27%

WGB.AX

1.26%

WLE.AX

1.59%

WAM.AX

2.94%

SOL.AX

0.57%

WPR.AX

-0.72%

WQG.AX

-0.5%

WEB.AX

0.59%

WBT.AX

6.68%

WES.AX

0.57%

WAF.AX

-1.23%

WGX.AX

-2.15%

WBC.AX

-1.65%

WHF.AX

-0.22%

WHC.AX

0.65%

WIA.AX

WTC.AX

1.3%

WDS.AX

1.11%

WOW.AX

-0.53%

WOR.AX

0.16%

XRO.AX

-0.47%

YAL.AX

3.28%

ZIM.AX

2.14%

ZIP.AX

1.42%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.67	-1.04	-0.71
SSO ASX Small Caps	13.76	-0.19	-1.36
IVV S&P 500	74.31	-0.18	-0.24
NDQ Nasdaq	63.70	0.09	0.14
F100 FTSE 100	15.17	-0.03	-0.2
ASIA Asia Tech	20.17	0.28	1.41
IEU Europe	94.86	-0.05	-0.05
IEM Emerging Markets	94.99	0.54	0.57
Gold Gold	54.41	-0.68	-1.23
ACDC Battery Tech	114.51	0.67	0.59

COMMODITIES	Close($)	-/+	%
Gold	4,163.72	6.97	0.17
Silver	59.21	-0.2315	-0.39
Platinum	1,664.27	0.9234	0.06
Palladium	1,131.64	5.69	0.51
Ice Brent Crude	106.29	-0.36	-0.34
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6996	0.0016	0.23
Euro	1.1209	0.0011	0.1
British Pound	1.3271	0.0019	0.14
Canadian Dollar	1.4200	-0.0014	-0.1
New Zealand Dollar	0.5622	0.0013	0.23
Chinese Yuan	6.6913	-0.0024	-0.04
Japanese Yen	158.2300	-0.08	-0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	0.62%	91.67%	0.42 0.94
BGL	Bellevue Gold Limited	1.44	-1.71%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.90	-0.62%	46.29%	40.18 68.77
FMG	Fortescue Ltd	15.37	0.29%	-19.75%	15.30 23.38
NHC	New Hope Corporation Ltd	6.05	0.92%	53.59%	3.77 6.61
WHC	Whitehaven Coal Limited	7.81	0.71%	20.34%	6.62 9.90
NEM	Newmont Cdi	165.24	-1.55%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.07	-1.11%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.40	-1.34%	38.51%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SKS	Sks Technologies	7.60	10.3
ASB	Austal	4.13	10.13
AIS	Aeris Resources	0.48	6.74
WBT	Weebit Nano	2.80	6.68
SXE	Sth X Elec Fpo	4.85	6.48
KAR	Karoon Energy	1.65	6.47
SLX	Silex Systems	3.92	5.95
VGL	Vista Group Inte	2.25	5.14
WA1	Wa1 Resources	8.44	4.71
PPC	Peet	1.60	4.59

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PDN	Paladin Energy	7.48	-6.91
PYC	Pyc Therapeutics	2.02	-5.84
VGN	Virgin Australia	2.50	-5.13
SNZ	Summerset Group	5.34	-4.64
CGS	Cogstate Ltd	3.60	-4.51
PDI	Pdi Gold	4.16	-4.48
ORA	Orora	1.33	-4.33
FCL	Fineos Corporati	1.81	-4.23
SGR	The Star Enterta	0.12	-4
ELS	Elsight	3.37	-3.99

OPINION

Latest Market Matters Opinions

14/10/2026 09:23

JPMorgan (NYSE: JPM) US$331.43

JPMorgan missed expectations mildly with stronger net interest income and equities trading largely offsetting a surprisingly weak result from fixed income.

14/10/2026 09:22

Goldman Sachs (NYSE: GS) US$891.91

Goldman delivered a strong 3Q result, with equities trading and investment banking comfortably ahead of expectations, offsetting a softer quarter in fixed income. The key takeaway being that activity levels across equity markets and dealmaking remain healthy despite the higher-rate backdrop.

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Portfolio Positioning: Stock & Sector rotation determining portfolio performance

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Afternoon report 13/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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