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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.61%

4DX.AX

4.49%

ABG.AX

0.29%

AIS.AX

3.66%

AGL.AX

-0.28%

A1M.AX

3.74%

AIZ.AX

0.72%

AAI.AX

1.78%

ALK.AX

8.46%

A4N.AX

1.43%

ALQ.AX

1.18%

AMC.AX

2.38%

AOV.AX

0.81%

AMP.AX

-0.21%

ALD.AX

-1.02%

ASL.AX

9.49%

ANN.AX

-0.81%

ANZ.AX

-1.17%

APA.AX

0.15%

ARU.AX

3.66%

ARB.AX

1.84%

ARF.AX

0.21%

ARG.AX

-0.11%

ALL.AX

-1.43%

AYA.AX

8.39%

APZ.AX

-0.76%

ASX.AX

-0.09%

ALX.AX

-0.62%

AUB.AX

-1.35%

AIA.AX

-1.62%

AXQ.AX

3.29%

AMI.AX

4.61%

AZJ.AX

-1.38%

AUC.AX

7.2%

ABB.AX

-0.2%

ASB.AX

-0.47%

AAC.AX

0.37%

ACL.AX

-0.18%

AEF.AX

0.45%

AFI.AX

0.15%

AUI.AX

1.18%

BOQ.AX

-1.33%

BMN.AX

1.87%

BCI.AX

3.33%

BPT.AX

-1.38%

BGA.AX

5.07%

BGL.AX

6.74%

BEN.AX

-2.16%

BNZ.AX

2.37%

BHP.AX

2.45%

BKI.AX

-0.79%

BC8.AX

7.01%

XYZ.AX

1.65%

BSL.AX

-7.2%

BOE.AX

0.17%

BXB.AX

-2.7%

BVS.AX

3.8%

BRE.AX

-1.98%

BRG.AX

-1.54%

BTR.AX

9.88%

BGP.AX

BFL.AX

0.25%

BWP.AX

-1.97%

CMM.AX

8.09%

CSC.AX

2.51%

CAR.AX

-2.48%

CIN.AX

0.53%

CYL.AX

0.69%

CAT.AX

3.6%

CWP.AX

-0.84%

CNI.AX

1.82%

CIP.AX

-0.33%

COF.AX

1.78%

CHN.AX

11.2%

CGF.AX

0.2%

CIA.AX

-0.14%

CHC.AX

0.09%

CLW.AX

0.42%

CQR.AX

0.25%

CQE.AX

0.21%

CNU.AX

-0.51%

C79.AX

-0.83%

CVL.AX

0.13%

CU6.AX

5.62%

CWY.AX

0.39%

CUV.AX

6.35%

CBO.AX

-1.3%

COH.AX

0.69%

CDA.AX

14.42%

CGS.AX

3.24%

COL.AX

-0.95%

CKF.AX

0.38%

CBA.AX

-2.52%

CPU.AX

-1.23%

CEN.AX

1.28%

CXO.AX

-2.03%

CCP.AX

-1.28%

CMW.AX

CSL.AX

5.08%

CCL.AX

7.66%

DBI.AX

-1.41%

DTL.AX

0.32%

DYL.AX

0.84%

DRR.AX

-1.35%

DVP.AX

4.55%

DXS.AX

0.17%

DXI.AX

0.43%

DDR.AX

1.3%

DGT.AX

DJW.AX

DMP.AX

-0.74%

DOW.AX

-12.48%

DPM.AX

6.9%

DRO.AX

0.93%

DUR.AX

3.38%

DNL.AX

-1.33%

APE.AX

-0.02%

EBO.AX

-2.15%

EIQ.AX

3.33%

ELD.AX

-0.35%

EOS.AX

-0.63%

ELV.AX

0.35%

ELS.AX

-1.95%

EHL.AX

3.37%

EMR.AX

8.33%

EDV.AX

2.2%

EOL.AX

3.43%

EQR.AX

3.91%

EQT.AX

0.9%

EUR.AX

0.77%

EVN.AX

9.72%

EVT.AX

-0.64%

FDC.AX

-1.08%

FCL.AX

0.84%

FFM.AX

0.68%

FPH.AX

1.53%

FPR.AX

FBU.AX

-0.45%

FLT.AX

-0.32%

FML.AX

13.62%

FRS.AX

7.14%

FMG.AX

0.28%

FGX.AX

FGG.AX

GLF.AX

1.1%

GDG.AX

0.66%

GNE.AX

-0.45%

GMD.AX

8.95%

GNP.AX

-3.07%

GMG.AX

-2.21%

GPT.AX

-0.32%

GQG.AX

0.68%

GNG.AX

-0.16%

GNC.AX

-0.88%

GGP.AX

8.87%

G6M.AX

-3.49%

GOZ.AX

1.19%

GCI.AX

GYG.AX

1.62%

GWA.AX

-5.16%

HSN.AX

-5.22%

HVN.AX

HGH.AX

0.98%

HM1.AX

0.34%

HLI.AX

-6.75%

HMC.AX

-0.84%

HDN.AX

-0.43%

HUB.AX

-4.31%

IGO.AX

1.33%

ILU.AX

1.95%

IMD.AX

2.55%

IMR.AX

-0.49%

IFT.AX

2.07%

INA.AX

0.12%

ING.AX

-1.34%

IAG.AX

-3.01%

IDX.AX

-0.89%

IPG.AX

-1.04%

IPX.AX

-1.49%

IPH.AX

-7.82%

IRE.AX

-0.5%

JHX.AX

2.21%

JBH.AX

0.78%

JDO.AX

-2.46%

JMS.AX

KAR.AX

-0.83%

KLS.AX

-0.22%

KCN.AX

7.72%

KKC.AX

-0.23%

GLS.AX

3.52%

LGF.AX

3.51%

L1G.AX

4.42%

LSF.AX

-0.63%

LRV.AX

6.33%

LFS.AX

-0.56%

LLC.AX

2.36%

LFG.AX

-1.24%

360.AX

0.48%

LIC.AX

0.57%

LNW.AX

0.59%

LIN.AX

-2.27%

LTR.AX

2.61%

LOV.AX

3.06%

LYL.AX

0.19%

LYC.AX

-0.77%

MA1.AX

0.25%

MAF.AX

22.96%

MGH.AX

6.01%

MAH.AX

5.15%

MQG.AX

-0.35%

MAQ.AX

0.3%

MAD.AX

1.72%

MFG.AX

0.39%

MMS.AX

-0.73%

MPL.AX

-8.05%

MP1.AX

-5.95%

MCY.AX

2.44%

MEZ.AX

1.09%

MSB.AX

8.02%

MLX.AX

-0.82%

MTS.AX

-1.3%

MEI.AX

2.56%

MOT.AX

-0.93%

MXT.AX

-0.52%

MFF.AX

-0.56%

MIN.AX

-0.23%

MI6.AX

8.86%

MIR.AX

-1.17%

MGR.AX

2.84%

MND.AX

-0.74%

MYS.AX

-0.64%

NAN.AX

-1.65%

NAB.AX

-1.44%

NGI.AX

-1.15%

NWL.AX

-2.4%

NEU.AX

1.42%

NHC.AX

-0.27%

NMG.AX

6.45%

NEM.AX

7.21%

NWS.AX

0.3%

NXG.AX

0.96%

NXT.AX

0.14%

NHF.AX

-5.47%

NCK.AX

1.86%

NIC.AX

1.5%

NEC.AX

NST.AX

6.52%

NWH.AX

1.73%

NUF.AX

-1.13%

OCL.AX

OML.AX

OPH.AX

0.81%

OBM.AX

12.23%

ORI.AX

0.25%

ORG.AX

-1.32%

ORA.AX

2.21%

PDN.AX

0.97%

PNR.AX

7.64%

PPC.AX

-0.28%

PPM.AX

3.11%

PRN.AX

2.14%

PPT.AX

-0.38%

PCI.AX

PRU.AX

8.61%

PXA.AX

1.07%

PNI.AX

PL8.AX

0.35%

PLS.AX

0.95%

PGF.AX

-2.1%

PNV.AX

5.77%

PDI.AX

5.59%

PMV.AX

1.69%

PME.AX

3.98%

PWH.AX

0.1%

PYC.AX

1.86%

QAN.AX

-1.26%

QBE.AX

-4.15%

QAL.AX

0.92%

QRI.AX

0.33%

RMS.AX

10.75%

RHC.AX

0.17%

REA.AX

-0.56%

RDX.AX

-4.21%

REH.AX

0.58%

RF1.AX

RPL.AX

RG1.AX

0.75%

RGN.AX

-0.88%

REG.AX

0.08%

RRL.AX

9.64%

RWC.AX

-0.45%

RMD.AX

3.49%

RSG.AX

7.91%

SGLLV.AX

RIC.AX

-2%

RIO.AX

1.31%

RXL.AX

2.27%

RFF.AX

RYM.AX

0.86%

SFR.AX

2.82%

SMI.AX

2.88%

STO.AX

1.38%

SCG.AX

-0.14%

SEK.AX

0.35%

SHV.AX

-1.11%

SRV.AX

-1.44%

SSM.AX

-2.11%

SGH.AX

0.4%

SHA.AX

6.92%

SIG.AX

SLX.AX

0.58%

SGM.AX

-0.15%

SDR.AX

2.39%

SKS.AX

-4.46%

SKC.AX

1.02%

SIQ.AX

-0.99%

SHL.AX

-7.68%

S32.AX

2.42%

SX2.AX

2.8%

SXE.AX

4.02%

SPK.AX

7.74%

SRG.AX

-2.8%

SBM.AX

8.2%

SMR.AX

0.96%

SDF.AX

-0.44%

SGP.AX

1.21%

SKG.AX

-1.75%

SNZ.AX

SUN.AX

-2.51%

SRL.AX

-0.61%

SUL.AX

16%

SLC.AX

-6.16%

SNL.AX

-0.24%

SYL.AX

-0.36%

TAH.AX

0.56%

TEA.AX

-2.91%

TNE.AX

-0.61%

TLX.AX

4.1%

TLS.AX

-1.16%

A2M.AX

-0.74%

TLC.AX

-2.43%

SGR.AX

3.85%

TVN.AX

THL.AX

TWR.AX

1.3%

TPG.AX

-1.13%

TCL.AX

-0.39%

TWE.AX

0.18%

TUA.AX

-1.67%

TCG.AX

2.65%

TRA.AX

USL.AX

13.25%

UNI.AX

14.33%

VAU.AX

8.07%

VNT.AX

-3.7%

VCX.AX

3.75%

VGN.AX

1.12%

VMM.AX

1.31%

VGL.AX

VEA.AX

-1.41%

VUL.AX

0.37%

VSL.AX

1.71%

VYS.AX

1.39%

WA1.AX

-1.46%

WGN.AX

5.24%

WAM.AX

0.65%

WGB.AX

-0.69%

WLE.AX

-0.19%

SOL.AX

-2.59%

WPR.AX

0.21%

WQG.AX

4.94%

WEB.AX

0.57%

WBT.AX

-1.44%

WES.AX

0.26%

WAF.AX

7.9%

WGX.AX

8.39%

WBC.AX

-1.66%

WHF.AX

0.2%

WHC.AX

-0.4%

WIA.AX

5.43%

WC8.AX

-0.64%

WTC.AX

7.1%

WDS.AX

0.01%

WOW.AX

-0.93%

WOR.AX

-0.37%

XRO.AX

2.03%

YAL.AX

-2.21%

ZIM.AX

4.72%

ZIP.AX

10.47%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.64	0.41	0.27
SSO ASX Small Caps	15.14	0.23	1.54
IVV S&P 500	72.19	-0.09	-0.12
NDQ Nasdaq	60.32	-0.03	-0.05
F100 FTSE 100	15.40	0.04	0.26
ASIA Asia Tech	20.16	0.46	2.34
IEU Europe	99.56	0.16	0.16
IEM Emerging Markets	94.43	1.58	1.7
Gold Gold	57.72	1.46	2.6
ACDC Battery Tech	128.56	1.79	1.41

COMMODITIES	Close($)	-/+	%
Gold	4,493.21	-27.88	-0.62
Silver	67.12	0.2013	0.3
Platinum	1,802.89	-21.6064	-1.18
Palladium	1,329.50	-2.9011	-0.22
Ice Brent Crude	91.65	0.63	0.69
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7115	-0.0008	-0.11
Euro	1.1674	-0.0003	-0.03
British Pound	1.3609	0.0006	0.04
Canadian Dollar	1.3804	-0.0002	-0.01
New Zealand Dollar	0.5951	0.0016	0.27
Chinese Yuan	6.7245	-0.005	-0.07
Japanese Yen	158.4000	0.24	0.15

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	4.08%	137.10%	0.31 0.85
BGL	Bellevue Gold Limited	1.62	6.74%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	65.25	2.42%	51.26%	39.30 65.98
FMG	Fortescue Ltd	18.11	0.25%	-8.28%	17.44 23.38
NHC	New Hope Corporation Ltd	5.61	-0.27%	27.73%	3.77 6.17
WHC	Whitehaven Coal Limited	7.52	-0.4%	13.70%	5.94 9.90
NEM	Newmont Cdi	177.55	7.22%	0.00%	106.13 190.91
NXG	Nexgen Ene Cdi	14.66	0.96%	0.00%	9.99 20.47
SFR	Sandfire Resources Limited	21.49	2.82%	71.31%	11.98 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MAF	Ma Financial	7.39	22.96
SUL	Super Retail Gro	14.57	16
CDA	Codan	49.75	14.42
UNI	Universal Store	8.06	14.33
FML	Focus Minerals L	2.21	13.62
USL	Unico Silver	0.86	13.25
OBM	Ora Banda Mining	1.56	12.23
CHN	Chalice Mining	1.44	11.2
RMS	Ramelius Resourc	3.97	10.75
ZIP	Zip Co	2.85	10.47

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DOW	Downer Edi	6.52	-12.48
MPL	Medibank Private	4.63	-8.05
IPH	Iph	3.89	-7.82
SHL	Sonic Healthcare	21.75	-7.68
BSL	Bluescope Steel	29.84	-7.2
HLI	Helia Group	5.05	-6.75
SLC	Superloop	3.13	-6.16
MP1	Megaport	19.13	-5.95
NHF	Nib Holdings	7.08	-5.47
HSN	Hansen Technolog	3.18	-5.22

OPINION

Latest Market Matters Opinions

20/08/2026 09:43

Portfolio Amendment – Active Growth

We are making changes to the Active Growth Portfolio today.

20/08/2026 09:40

Portfolio Amendment – Emerging Companies

We are making a change to the Emerging Companies Portfolio today.

ACTION

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Market Matters Content

What Matters Today: Does the analogy “Don’t fight the Fed” also apply to the US Treasury as they start buying bonds?

Morning report 20/08/2026

Afternoon Report

The Match Out: ASX edges lower as tech tumbles; Mirvac & Stockland buck the weakness

Afternoon report 19/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

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12.20% Active Growth Portfolio 9.74% Shawn’s Trade Ideas 9.66% Active Income Portfolio 18.64% International Equities Portfolio 4.59% Emerging Companies Portfolio 10.42% Core ETF Portfolio

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Latest View Points

LTR

PLS

STO

SGP

TPW

EVN

WHC

MGR

PSHZF US

AMC

CLW

SRG

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Morning Report

What Matters Today: Does the analogy “Don’t fight the Fed” also apply to the US Treasury as they start buying bonds?

Morning report 20/08/2026

Afternoon Report

The Match Out: ASX edges lower as tech tumbles; Mirvac & Stockland buck the weakness

Afternoon report 19/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

Latest View Points

LTR

PLS

STO

SGP

TPW

EVN

WHC

MGR

PSHZF US

AMC

CLW

SRG

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Opinion + Action