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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

3.63%

ABG.AX

-0.74%

ASK.AX

A1G.AX

-3.97%

AGL.AX

-1.36%

AIZ.AX

1.33%

AAI.AX

-1.95%

ALK.AX

-2.67%

A4N.AX

0.4%

ALQ.AX

0.41%

AMC.AX

-2.06%

AOV.AX

-0.43%

AMP.AX

3.41%

AEL.AX

-1.43%

ALD.AX

0.03%

ANN.AX

-4.66%

ANZ.AX

-0.89%

APA.AX

-0.2%

ARU.AX

1.59%

ARB.AX

-0.97%

ARF.AX

1.76%

ARG.AX

-0.34%

ALL.AX

2.78%

AYA.AX

2.12%

APZ.AX

1.56%

ASX.AX

1.04%

ALX.AX

AUB.AX

0.16%

AIA.AX

-0.45%

AZJ.AX

-0.24%

AUC.AX

-2.42%

ABB.AX

0.39%

ASB.AX

3.78%

AAC.AX

0.38%

AEF.AX

2.22%

AFG.AX

1.73%

AFI.AX

-1.04%

AUI.AX

-0.73%

ASG.AX

BOQ.AX

-0.55%

BMN.AX

4.49%

BCI.AX

0.65%

BPT.AX

-1.22%

BGA.AX

-1.34%

BGL.AX

-2.68%

BEN.AX

-1.16%

BNZ.AX

-0.57%

BHP.AX

-0.75%

BKI.AX

0.58%

BC8.AX

-2.34%

XYZ.AX

2.18%

BSL.AX

-0.11%

BOE.AX

5.75%

BXB.AX

-0.88%

BVS.AX

4.75%

BRE.AX

-0.88%

BRG.AX

-0.22%

BGP.AX

BFL.AX

0.5%

BWP.AX

0.79%

CMM.AX

-2.72%

CSC.AX

2.26%

CAR.AX

5.99%

CIN.AX

CYL.AX

0.75%

CAT.AX

6.11%

CWP.AX

2.2%

CNI.AX

1.47%

CIP.AX

-0.17%

COF.AX

CHN.AX

-0.3%

CGF.AX

2.1%

CIA.AX

-1.17%

CHI.AX

CHC.AX

1.75%

CLW.AX

0.14%

CQR.AX

0.13%

CQE.AX

1.92%

CNU.AX

2.11%

C79.AX

2.22%

CVL.AX

-0.7%

CU6.AX

3.03%

CWY.AX

-1.32%

CBO.AX

-1.97%

COH.AX

-1.67%

CDA.AX

0.66%

COL.AX

0.38%

CKF.AX

1.29%

CBA.AX

-1.42%

CPU.AX

0.3%

CEN.AX

CXO.AX

9.68%

CRN.AX

3.33%

CCP.AX

0.19%

CMW.AX

0.63%

CSL.AX

-1.23%

CCL.AX

1.34%

DBI.AX

0.78%

DTL.AX

5.3%

DTR.AX

-4.27%

DYL.AX

2.77%

DRR.AX

0.97%

DVP.AX

-0.81%

DXS.AX

0.17%

DXI.AX

1.26%

DDR.AX

0.66%

DGT.AX

5.97%

DUI.AX

-0.2%

DJW.AX

0.35%

DMP.AX

2.38%

DOW.AX

-2.29%

DPM.AX

-4.3%

DRO.AX

0.81%

DUR.AX

DNL.AX

-0.31%

APE.AX

1.01%

EBO.AX

-3.68%

EIQ.AX

12.2%

ELD.AX

-0.07%

EOS.AX

6.27%

ELV.AX

2.12%

ELS.AX

-1.55%

EHL.AX

1.24%

EMR.AX

-0.39%

EDV.AX

0.77%

ERA.AX

14.29%

EQR.AX

-2.38%

EQT.AX

EVN.AX

-4.84%

EVT.AX

0.3%

FCL.AX

8.41%

FFM.AX

-4.15%

FPH.AX

0.92%

FPR.AX

2.07%

FBU.AX

-1.21%

FLT.AX

2.86%

FML.AX

0.38%

FRS.AX

-1.05%

FMG.AX

0.91%

FRW.AX

-2.55%

FGX.AX

-1.09%

FGG.AX

0.62%

GLN.AX

4.6%

GLF.AX

0.92%

GDG.AX

3.48%

GNE.AX

4.72%

GMD.AX

-0.97%

GTK.AX

-0.99%

GNP.AX

3.37%

GMG.AX

2.32%

GPT.AX

0.11%

GQG.AX

-0.88%

GNG.AX

0.24%

GNC.AX

-1.07%

GGP.AX

-3.64%

GOZ.AX

0.47%

GCI.AX

-0.49%

GYG.AX

2.46%

GWA.AX

HSN.AX

7.39%

HVN.AX

1.4%

HGH.AX

0.52%

HM1.AX

-0.35%

HLI.AX

-0.74%

HMC.AX

4.59%

HDN.AX

1.24%

HUB.AX

5.99%

IEL.AX

4.02%

IGO.AX

1.43%

ILU.AX

3.55%

IMD.AX

-1.43%

IMR.AX

-1.52%

IFT.AX

0.55%

INA.AX

0.74%

ING.AX

-0.98%

IFL.AX

IAG.AX

0.2%

IDX.AX

IPG.AX

3.42%

IPX.AX

-2.11%

IPH.AX

0.88%

IRE.AX

2.17%

JHX.AX

-5.03%

JBH.AX

2.18%

JDO.AX

0.99%

JIN.AX

3.71%

JMS.AX

-0.91%

KAR.AX

0.47%

KLS.AX

-1.76%

KCN.AX

2.26%

KKC.AX

GLS.AX

2.46%

L1G.AX

0.45%

LSF.AX

LRV.AX

LFS.AX

2.17%

LLC.AX

3.45%

LFG.AX

0.15%

360.AX

11.03%

LIC.AX

2.3%

LNW.AX

-0.87%

LIN.AX

1.09%

LTR.AX

6.05%

LOV.AX

LYL.AX

0.23%

LYC.AX

2.38%

MA1.AX

MAF.AX

1.75%

MGH.AX

7.06%

MAH.AX

MQG.AX

1.62%

MAQ.AX

0.28%

MAD.AX

-2.15%

MFG.AX

1.93%

MAU.AX

MMS.AX

0.2%

MPL.AX

0.32%

MP1.AX

MCY.AX

0.55%

MEZ.AX

1.08%

MSB.AX

2.3%

MTM.AX

-2.84%

MLX.AX

-0.84%

MTS.AX

-0.33%

MOT.AX

0.3%

MXT.AX

-0.64%

MFF.AX

0.42%

MIN.AX

0.96%

MI6.AX

2.5%

MIR.AX

-0.38%

MGR.AX

-0.14%

MND.AX

0.78%

MYR.AX

6.25%

MYS.AX

-0.43%

NAN.AX

NAB.AX

-2.64%

NSR.AX

NGI.AX

2.57%

NWL.AX

5.67%

NEU.AX

-0.52%

NHC.AX

1.86%

NMG.AX

NEM.AX

-5.33%

NWS.AX

0.74%

NXG.AX

2.69%

NXT.AX

4.37%

NHF.AX

-1.33%

NCK.AX

0.03%

NIC.AX

1.28%

NEC.AX

0.51%

NST.AX

-2.11%

NWH.AX

-1.34%

NUF.AX

1.62%

OCL.AX

4.28%

OBL.AX

0.87%

OML.AX

1.07%

OPH.AX

1.9%

OBM.AX

9.32%

ORI.AX

-1.26%

ORG.AX

1.19%

ORA.AX

-0.86%

PDN.AX

4.42%

PNR.AX

-2.44%

PPC.AX

-1.42%

PPM.AX

PRN.AX

1.21%

PPT.AX

-0.5%

PCI.AX

0.47%

PRU.AX

-0.53%

PXA.AX

2.38%

PNI.AX

6.76%

PL8.AX

1.1%

PLS.AX

2.78%

PGF.AX

1.02%

PNV.AX

-1.71%

PDI.AX

-1.08%

PMV.AX

1.43%

PME.AX

7.34%

PFP.AX

-0.26%

PWH.AX

-0.06%

PYC.AX

2.07%

QAN.AX

1.1%

QBE.AX

-0.04%

QAL.AX

0.83%

QRI.AX

-0.49%

QUB.AX

0.2%

RAC.AX

-0.33%

RMS.AX

0.49%

RHC.AX

3.44%

REA.AX

5.27%

RDX.AX

-0.3%

REH.AX

-6.57%

RF1.AX

0.88%

RPL.AX

1.33%

RG1.AX

RGN.AX

0.88%

REG.AX

-0.9%

RRL.AX

-1.44%

RWC.AX

-2.47%

RMD.AX

-2.11%

RSG.AX

-1.04%

SGLLV.AX

-0.23%

RIC.AX

-0.19%

RIO.AX

-0.17%

RXL.AX

0.54%

RFF.AX

RYM.AX

0.28%

SFR.AX

-1.44%

SMI.AX

0.36%

STO.AX

-2.01%

SCG.AX

SEK.AX

6.62%

SHV.AX

-0.79%

SRV.AX

-0.82%

SSM.AX

1.7%

SGH.AX

-0.8%

SHA.AX

-1.06%

SIG.AX

1.48%

SLX.AX

2.95%

SGM.AX

-1.19%

SDR.AX

8.41%

SKS.AX

4.48%

SKC.AX

-1.33%

SIQ.AX

-0.88%

SHL.AX

-0.61%

S32.AX

-0.54%

SX2.AX

1.38%

SXE.AX

3.05%

SPK.AX

-1.69%

SRG.AX

6.27%

SBM.AX

1.06%

SGQ.AX

SMR.AX

-1.58%

SDF.AX

0.82%

SGP.AX

0.59%

STK.AX

4.65%

SNZ.AX

-0.14%

SUN.AX

0.36%

SRL.AX

2.76%

SUL.AX

1.36%

SLC.AX

2.88%

SNL.AX

-0.47%

SYL.AX

-2.19%

TAH.AX

-0.53%

TEA.AX

-1.22%

TNE.AX

5.69%

TLX.AX

1.76%

TLS.AX

-1.02%

TPW.AX

8.05%

A2M.AX

-2.08%

TLC.AX

1.08%

SGR.AX

-2.17%

TVN.AX

-1.37%

TWR.AX

-0.31%

TPG.AX

-1.15%

TCL.AX

-1.07%

TWE.AX

1.02%

TUA.AX

2.18%

TCG.AX

1.94%

UNI.AX

0.41%

VAU.AX

0.32%

VNT.AX

2.21%

VCX.AX

0.59%

VGN.AX

4.17%

VEA.AX

VUL.AX

-0.29%

VSL.AX

-1.14%

WA1.AX

3.23%

WGN.AX

1.63%

WAM.AX

0.29%

WGB.AX

0.92%

WLE.AX

0.75%

SOL.AX

1.2%

WPR.AX

0.41%

WEB.AX

6.79%

WBT.AX

2.26%

WES.AX

-0.19%

WAF.AX

-2.14%

WGX.AX

-1.75%

WBC.AX

-1.97%

WHF.AX

0.2%

WHC.AX

-1.65%

WIA.AX

1.05%

WC8.AX

5.84%

WTC.AX

8.96%

WDS.AX

-1.67%

WOW.AX

-0.27%

WOR.AX

0.82%

XRO.AX

6.92%

YAL.AX

-2.41%

ZIM.AX

1.51%

ZIP.AX

8.97%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.77	-0.25	-0.17
SSO ASX Small Caps	16.16	0.16	1
IVV S&P 500	65.14	0.22	0.34
NDQ Nasdaq	53.90	0.62	1.16
F100 FTSE 100	15.06	-0.16	-1.05
ASIA Asia Tech	16.67	0.09	0.54
IEU Europe	100.10	-0.38	-0.38
IEM Emerging Markets	88.13	0.37	0.42
Gold Gold	61.44	-0.35	-0.57
ACDC Battery Tech	160.13	2.92	1.86

COMMODITIES	Close($)	-/+	%
Gold	4,823.99	34.05	0.71
Silver	80.37	1.3146	1.66
Platinum	2,135.45	25.6978	1.22
Palladium	1,587.07	14.1734	0.9
Ice Brent Crude	94.87	0.08	0.08
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7194	0.0026	0.36
Euro	1.1813	0.0015	0.13
British Pound	1.3582	0.0024	0.18
Canadian Dollar	1.3713	-0.0027	-0.2
New Zealand Dollar	0.5920	0.0011	0.19
Chinese Yuan	6.8169	-0.0011	-0.02
Japanese Yen	158.6000	-0.37	-0.23

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.59	4.46%	75.00%	0.30 0.75
BGL	Bellevue Gold Ltd	1.73	-2.4%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	55.75	-0.64%	53.73%	35.52 59.39
FMG	Fortescue Ltd	20.96	0.89%	35.57%	14.31 23.38
NHC	New Hope Corporation Ltd	5.49	1.86%	46.87%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.36	-1.65%	69.32%	4.67 9.90
NEM	Newmont Cdi	156.75	-5.24%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.17	2.63%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	17.87	-1.33%	89.83%	9.41 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	14.29
EIQ	Echoiq	1.15	12.2
360	Life360 Inc.	21.04	11.03
CXO	Core Lithium	0.34	9.68
OBM	Ora Banda Mining	1.44	9.32
ZIP	Zip Co	2.01	8.97
WTC	Wisetech Global	43.54	8.96
FCL	Fineos Corporati	2.45	8.41
SDR	Siteminder	3.35	8.41
TPW	Temple & Webster	7.05	8.05

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
REH	Reece	12.95	-6.57
NEM	Newmont Cdi	156.60	-5.33
JHX	James Hardie Ind	27.78	-5.03
EVN	Evolution Mining	13.75	-4.84
ANN	Ansell	27.43	-4.66
DPM	Dpm Metals Cdi	54.07	-4.3
DTR	Dateline Resourc	0.39	-4.27
FFM	Firefly Metals	2.08	-4.15
A1G	African Gold Ltd	1.03	-3.97
EBO	Ebos Group	18.32	-3.68

OPINION

Latest Market Matters Opinions

16/04/2026 11:10

Xero Ltd (ASX:XRO) $80

Xero has charged out of the blocks this morning as US software stocks continue to shrug off AI Disruption fears.

16/04/2026 09:36

The Bottom Line

After leading the line over the last year we see many stocks/sectors playing catch up to the energy sector but we remain bullish through 2026.

ACTION

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Market Matters Content

What Matters Today: The War Trade Unwinds – How to Reposition in Energy

Morning report 16/04/2026

Afternoon Report

The Match Out: ASX consolidates as EVN leads the gold charge

Afternoon report 15/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Thanks for your ongoing coverage and commentary in these interesting times it is nice to know what's happening under the hood. My question is on Greatland Resources your opinion on the website is a little old now and I understand they have upped their MRE recently - this company seems solid it goes up well when it should and doesn’t collapse on rumour it seems to behave like a more mature company than it actually is - what do you see as the risks, I see they use contract labour but what is holding you back from this being a favoured exposure to gold and copper

Ask James

Question asked 11/04/2026

US Debt from Iran war

Hi guys, thanks for the effort into the reports. What's your opinion on US debt from the war? Considering their debt has been out of control for years and the only thing keeping them out of trouble is GDP growth. At what point does the spiralling debt become a problem and what knock on will it have for other economies? Thanks, Simon

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

EVN

PDN

NXG

NHC

WHC

STO

WDS

LOV

AMZN US

SUL

APE

WBC

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Morning Report

What Matters Today: The War Trade Unwinds – How to Reposition in Energy

Morning report 16/04/2026

Afternoon Report

The Match Out: ASX consolidates as EVN leads the gold charge

Afternoon report 15/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Ask James

Question asked 11/04/2026

US Debt from Iran war

Latest View Points

EVN

PDN

NXG

NHC

WHC

STO

WDS

LOV

AMZN US

SUL

APE

WBC

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Opinion + Action