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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.16%

4DX.AX

0.25%

ABG.AX

0.59%

AIS.AX

2.48%

AGL.AX

-1.21%

A1M.AX

5.03%

AIZ.AX

1.56%

AAI.AX

0.51%

ALK.AX

2.82%

A4N.AX

4.24%

ALQ.AX

-1.96%

AMC.AX

2.79%

AOV.AX

1.58%

AMP.AX

3.15%

AEL.AX

-1.33%

ALD.AX

-1.88%

ANN.AX

0.49%

ANZ.AX

-0.71%

APA.AX

-1.09%

ARU.AX

ARB.AX

1.88%

ARF.AX

0.7%

ARG.AX

-0.54%

ALL.AX

-3.41%

AYA.AX

5.76%

APZ.AX

1.96%

ASX.AX

-0.81%

ALX.AX

-5.39%

AUB.AX

-2.1%

AIA.AX

-0.45%

AXQ.AX

-1.02%

AMI.AX

AZJ.AX

-0.27%

AUC.AX

4.67%

ABB.AX

-0.94%

ASB.AX

-1.1%

AAC.AX

0.39%

ACL.AX

-0.7%

AFI.AX

-0.15%

AUI.AX

0.33%

BOQ.AX

-0.98%

BMN.AX

1.7%

BAP.AX

2.33%

BCI.AX

-0.42%

BPT.AX

-0.87%

BGA.AX

-0.33%

BGL.AX

2.62%

BEN.AX

-0.58%

BNZ.AX

2.92%

BHP.AX

2.11%

BKI.AX

BC8.AX

3.86%

XYZ.AX

-0.27%

BSL.AX

0.65%

BOE.AX

0.29%

BXB.AX

0.62%

BVS.AX

-2.31%

BRE.AX

5.08%

BRG.AX

1.46%

BTR.AX

3.64%

BGP.AX

BFL.AX

0.51%

BWP.AX

-0.28%

CMM.AX

4.17%

CSC.AX

2.25%

CAR.AX

-1.27%

CIN.AX

CYL.AX

7.79%

CAT.AX

-2.24%

CWP.AX

0.77%

CNI.AX

-0.39%

CIP.AX

-0.18%

COF.AX

CGF.AX

-0.58%

CIA.AX

2.35%

CHC.AX

0.27%

CLW.AX

-0.29%

CQR.AX

0.27%

CQE.AX

0.63%

CNU.AX

-0.22%

C79.AX

CVL.AX

CU6.AX

1.62%

CWY.AX

CBO.AX

1.05%

COH.AX

0.92%

CDA.AX

1.74%

CGS.AX

-1.77%

COL.AX

-0.48%

CKF.AX

0.26%

CBA.AX

-0.79%

CPU.AX

-2.4%

CEN.AX

CXO.AX

7.33%

CCP.AX

2.01%

CMW.AX

1.45%

CSL.AX

-0.19%

CCL.AX

1.52%

DBI.AX

DTL.AX

-1.93%

DYL.AX

1.44%

DRR.AX

1.2%

DVP.AX

1.44%

DXS.AX

-0.27%

DXI.AX

0.43%

DDR.AX

0.46%

DGT.AX

0.4%

DJW.AX

DMP.AX

1.8%

DOW.AX

-0.6%

DPM.AX

6.51%

DRO.AX

-0.6%

DUR.AX

3.2%

DNL.AX

0.13%

APE.AX

-1.23%

EBO.AX

-0.13%

ELD.AX

EOS.AX

-4.86%

ELV.AX

5.52%

ELS.AX

0.21%

EHL.AX

2.35%

EMR.AX

2.63%

EDV.AX

-0.34%

EQR.AX

-0.54%

EQT.AX

-0.22%

EUR.AX

-4.71%

EVN.AX

2.93%

EVT.AX

-0.07%

FDC.AX

-0.74%

FCL.AX

FFM.AX

1.13%

FPH.AX

-0.55%

FPR.AX

-0.21%

FBU.AX

0.52%

FLT.AX

0.1%

FML.AX

3.03%

FRS.AX

FMG.AX

1.1%

FRW.AX

FGX.AX

1.56%

FGG.AX

-0.3%

GLN.AX

1.25%

GLF.AX

-0.22%

GDG.AX

-2.49%

GNE.AX

-2.39%

GMD.AX

3.71%

GNP.AX

-1.11%

GMG.AX

0.4%

GPT.AX

0.11%

GQG.AX

0.66%

GNG.AX

0.66%

GNC.AX

0.68%

GGP.AX

3.89%

G6M.AX

-0.9%

GOZ.AX

GCI.AX

GYG.AX

-1.99%

GWA.AX

0.51%

HSN.AX

-2.2%

HVN.AX

1.69%

HGH.AX

HM1.AX

1.72%

HLI.AX

-0.74%

HMC.AX

0.92%

HDN.AX

-0.23%

HUB.AX

-1.05%

IEL.AX

-6.48%

IGO.AX

2.14%

ILU.AX

1.89%

IMD.AX

2.71%

IMR.AX

-0.57%

IFT.AX

1.48%

INA.AX

-0.43%

ING.AX

3.24%

IAG.AX

-2.97%

IDX.AX

-0.22%

IPG.AX

-0.36%

IPX.AX

0.66%

IPH.AX

0.29%

IRE.AX

-0.54%

JHX.AX

2.7%

JBH.AX

1.84%

JDO.AX

-1.51%

KAR.AX

-3.05%

KLS.AX

1.02%

KCN.AX

4.14%

KKC.AX

GLS.AX

-0.49%

L1G.AX

2.95%

LSF.AX

LGF.AX

1.27%

LRV.AX

LFS.AX

1.14%

LLC.AX

LFG.AX

2.79%

360.AX

-0.31%

LIC.AX

-0.63%

LNW.AX

1.47%

LIN.AX

0.84%

LTR.AX

3.68%

LOV.AX

-0.16%

LYL.AX

0.53%

LYC.AX

1.93%

MA1.AX

0.26%

MAF.AX

-1.79%

MGH.AX

1.73%

MAH.AX

-1.11%

MQG.AX

-0.7%

MAQ.AX

4.29%

MAD.AX

-0.94%

MFG.AX

0.3%

MMS.AX

-1.77%

MM8.AX

1.85%

MPL.AX

-1.2%

MP1.AX

-0.31%

MCY.AX

MEZ.AX

MSB.AX

1.16%

MLX.AX

2.17%

MTS.AX

0.53%

MEI.AX

2.56%

MOT.AX

-0.32%

MXT.AX

0.29%

MFF.AX

MIN.AX

1.63%

MI6.AX

5.87%

MIR.AX

0.84%

MGR.AX

-0.28%

MND.AX

-0.54%

MYS.AX

-0.2%

NAN.AX

1.13%

NAB.AX

0.21%

NGI.AX

-0.82%

NWL.AX

-0.83%

NEU.AX

-0.05%

NHC.AX

0.17%

NMG.AX

2.53%

NEM.AX

4.17%

NWS.AX

-2.05%

NXG.AX

0.86%

NXT.AX

2.41%

NHF.AX

-2.11%

NCK.AX

2.31%

NIC.AX

1.53%

NEC.AX

-1.02%

NST.AX

4.06%

NWH.AX

0.06%

NUF.AX

-7.5%

NXL.AX

-0.53%

OCL.AX

-0.34%

OML.AX

OPH.AX

OBM.AX

2.63%

ORI.AX

0.66%

ORG.AX

-1.69%

ORA.AX

1.59%

PDN.AX

2.92%

PNR.AX

7.37%

PDI.AX

1.04%

PPC.AX

PPM.AX

0.87%

PRN.AX

0.45%

PPT.AX

0.12%

PCI.AX

PRU.AX

3.53%

PXA.AX

-0.65%

PNI.AX

0.18%

PL8.AX

0.71%

PLS.AX

2.78%

PGF.AX

-0.62%

PNV.AX

2.58%

PMV.AX

0.98%

PME.AX

-1.27%

PWH.AX

1.38%

PYC.AX

-3.47%

QAN.AX

1.45%

QBE.AX

-1.16%

QAL.AX

0.43%

QRI.AX

-0.97%

RMS.AX

1.63%

RHC.AX

0.74%

REA.AX

-1.61%

RDX.AX

REH.AX

0.61%

RF1.AX

0.58%

RPL.AX

0.22%

RG1.AX

-0.38%

RGN.AX

-0.22%

REG.AX

1.47%

RRL.AX

2.69%

RWC.AX

-0.32%

RMD.AX

-0.54%

RSG.AX

4.22%

SGLLV.AX

-0.33%

RIC.AX

0.58%

RIO.AX

1.02%

RXL.AX

2.42%

RFF.AX

0.26%

RYM.AX

-0.61%

SFR.AX

2.73%

SMI.AX

2.34%

STO.AX

-1.52%

SCG.AX

-0.58%

SEK.AX

-1.32%

SHV.AX

-0.11%

SRV.AX

2.32%

SSM.AX

-0.6%

SGH.AX

0.79%

SHA.AX

-1.82%

SIG.AX

0.39%

SLX.AX

1.5%

SGM.AX

SDR.AX

SKS.AX

-0.82%

SKC.AX

-1.9%

SIQ.AX

-0.51%

SHL.AX

0.26%

S32.AX

1.33%

SX2.AX

2.3%

SPK.AX

-0.31%

SRG.AX

-0.5%

SBM.AX

-3.14%

SMR.AX

1.85%

SDF.AX

0.09%

SXE.AX

-2.07%

SGP.AX

0.36%

SKG.AX

-0.23%

SNZ.AX

SUN.AX

-2.55%

SRL.AX

2.73%

SUL.AX

2.52%

SLC.AX

-2.59%

SNL.AX

0.57%

SYL.AX

0.18%

TAH.AX

-3.44%

TEA.AX

-0.19%

TNE.AX

-1.72%

TLX.AX

-4.82%

TLS.AX

-1.14%

TPW.AX

4.51%

A2M.AX

0.15%

TLC.AX

-0.1%

SGR.AX

-3.13%

THL.AX

TWR.AX

TPG.AX

-1.55%

TCL.AX

-0.42%

TWE.AX

0.37%

TUA.AX

-16.09%

TCG.AX

2.37%

TRA.AX

USL.AX

UNI.AX

0.67%

VAU.AX

3.34%

VNT.AX

VCX.AX

0.66%

VGN.AX

1.96%

VMM.AX

5.12%

VGL.AX

VEA.AX

0.31%

VUL.AX

2.31%

VSL.AX

0.18%

WA1.AX

4.64%

WGN.AX

0.23%

WAM.AX

0.85%

WGB.AX

0.98%

WLE.AX

-0.75%

SOL.AX

-0.53%

WPR.AX

0.23%

WQG.AX

1.46%

WEB.AX

-0.28%

WBT.AX

6.25%

WES.AX

0.53%

WAF.AX

3.06%

WGX.AX

2.17%

WBC.AX

-0.43%

WHF.AX

-0.21%

WHC.AX

1.42%

WIA.AX

2.17%

WTC.AX

-0.34%

WDS.AX

-1.36%

WOW.AX

-0.11%

WOR.AX

-0.46%

XRO.AX

-1.46%

YAL.AX

0.61%

ZIM.AX

2.06%

ZIP.AX

0.89%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.07	0.34	0.23
SSO ASX Small Caps	14.78	0.12	0.82
IVV S&P 500	72.71	0.01	0.01
NDQ Nasdaq	62.84	0.54	0.87
F100 FTSE 100	15.14	-0.04	-0.26
ASIA Asia Tech	21.68	0.21	0.98
IEU Europe	96.68	0.21	0.22
IEM Emerging Markets	97.85	0.62	0.64
Gold Gold	56.01	0.57	1.03
ACDC Battery Tech	123.30	1.39	1.14

COMMODITIES	Close($)	-/+	%
Gold	4,356.69	1.9484	0.04
Silver	67.29	0.2198	0.33
Platinum	1,835.90	3.3874	0.18
Palladium	1,311.40	3.7801	0.29
Ice Brent Crude	98.55	-1.79	-1.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7113	0.0001	0.01
Euro	1.1447	0.0001	0.01
British Pound	1.3335	-0.0004	-0.03
Canadian Dollar	1.4065	0.0004	0.03
New Zealand Dollar	0.5717	-0.0008	-0.14
Chinese Yuan	6.6996	0.0043	0.06
Japanese Yen	157.5100	0.2	0.13

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.84	5.03%	114.86%	0.36 0.89
BGL	Bellevue Gold Limited	1.67	2.62%	51.16%	1.03 2.00
BHP	Bhp Group Ltd	62.49	2.07%	52.94%	40.00 68.77
FMG	Fortescue Ltd	16.93	1.04%	-10.68%	16.14 23.38
NHC	New Hope Corporation Ltd	6.00	0.08%	44.39%	3.77 6.61
WHC	Whitehaven Coal Limited	7.88	1.42%	17.91%	6.33 9.90
NEM	Newmont Cdi	179.01	4.17%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	14.04	0.86%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.99	2.82%	78.88%	12.50 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CYL	Catalyst Metals	6.23	7.79
PNR	Pantoro Gold	3.06	7.37
CXO	Core Lithium	0.40	7.33
DPM	Dpm Metals Cdi	64.18	6.51
WBT	Weebit Nano	3.74	6.25
MI6	Minerals 260	0.95	5.87
AYA	Artrya	4.04	5.76
ELV	Elevra Lth Fpo	6.50	5.52
VMM	Viridis Mining A	3.60	5.12
BRE	Brazilian Rare	4.14	5.08

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TUA	Tuas	1.96	-16.09
NUF	Nufarm	2.96	-7.5
IEL	Idp Education	2.02	-6.48
ALX	Atlas Arteria	4.21	-5.39
EOS	Electro Optic Sy	10.77	-4.86
TLX	Telix Pharmaceut	15.98	-4.82
EUR	European Lithium	0.41	-4.71
PYC	Pyc Therapeutics	2.78	-3.47
TAH	Tabcorp Holdings	0.91	-3.44
ALL	Aristocrat Leisu	59.80	-3.41

OPINION

Latest Market Matters Opinions

23/09/2026 09:09

Judo Capital Holdings Pty Ltd (ASX: JDO) 99.5c

JDO was our “Chart of the Week” in Monday's report, but a chart is nothing without some fundamental context behind it. Members may recall how JDO was hammered in June after downgrading FY26 earnings expectations and sharply lifting provisions for credit losses, more than offsetting an otherwise encouraging improvement in its net interest margin outlook here - it's not often we see an ASX 200 stock almost halve in one day!

23/09/2026 09:09

Active Income Portfolio

The Market Matters Active Income Portfolio provides an active approach to income-producing equities, ETFs and listed Income Securities – Click here to view

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Market Matters Content

Portfolio Positioning: The ASX 200 is looking for, or has found, a low

Morning report 23/09/2026

Afternoon Report

The Match Out: Tech leads, but the ASX gives back early gains

Afternoon report 22/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/09/2026

Potential RBA rate hikes and any effects on Gryphon Capital (ASX: GCI)

Hi, Let’s assume that the RBA raise interest rates at least once more, possibly twice, by the end of the year. The Big 4 banks are also reporting a fall in mortgage applications and I assume that other lenders are finding the same thing. Given that GCI invest a significant amount of capital in RMBS, do you think these two factors will affect their investments and returns? Will there be enough issuances for them to invest in? Their recent wholesale capital raising ($86.25m) was fully subscribed and they will be offering a purchase plan for retail investors in the next few months, which would suggest they’re confident that they can still find offerings to invest in. Could they be forced to look at lower-grade debt to soak up the extra capital they’ve received? Cheers, Carl

Ask James

Question asked 19/09/2026

Suncorp (ASX: SUN) and CSL Ltd (ASX: CSL)

Hi James and Team Can I have your current view on SUN & CSL. What target price do you see for both in the next few months? Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this? regards Debbie

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