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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-3.2%

ABG.AX

1.91%

AIS.AX

-5.77%

AGL.AX

0.18%

A1M.AX

-1.41%

AIZ.AX

1.43%

AAI.AX

-3.25%

ALK.AX

-4.36%

A4N.AX

-2.34%

ALQ.AX

2.12%

AMC.AX

2.26%

AOV.AX

1.49%

AMP.AX

1.18%

ALD.AX

1.58%

ANN.AX

-0.06%

ANZ.AX

0.46%

APA.AX

-0.73%

ARU.AX

-3.85%

ARB.AX

2.78%

ARF.AX

0.16%

ARG.AX

-0.22%

ALL.AX

2.11%

AYA.AX

-4.09%

APZ.AX

-0.81%

ASX.AX

1.14%

ALX.AX

-0.2%

AUB.AX

2.58%

AIA.AX

0.9%

AXQ.AX

AMI.AX

-3.03%

AZJ.AX

0.71%

ABB.AX

-0.54%

ASB.AX

-3.83%

AAC.AX

-1.44%

AEF.AX

1.78%

AFI.AX

-0.58%

AUI.AX

0.26%

BOQ.AX

0.93%

BMN.AX

-6.48%

BCI.AX

-3.45%

BPT.AX

2.3%

BGA.AX

-1.46%

BFG.AX

1.6%

BGL.AX

-2.72%

BEN.AX

0.68%

BNZ.AX

4.37%

BHP.AX

-2.36%

BKI.AX

0.27%

BC8.AX

-3.57%

XYZ.AX

3.35%

BSL.AX

-1.56%

BOE.AX

-4.67%

BXB.AX

0.52%

BVS.AX

-1.98%

BRE.AX

-2.97%

BRG.AX

0.78%

BGP.AX

BFL.AX

BWP.AX

0.26%

CMM.AX

-2.41%

CSC.AX

-3.96%

CAR.AX

0.6%

CIN.AX

CYL.AX

-3.85%

CAT.AX

0.85%

CWP.AX

0.29%

CNI.AX

-0.5%

CIP.AX

0.33%

COF.AX

1.98%

CGF.AX

0.38%

CIA.AX

-3.52%

CHC.AX

0.26%

CLW.AX

1.07%

CQR.AX

1.15%

CQE.AX

1.36%

CNU.AX

0.06%

C79.AX

0.18%

CVL.AX

-1.97%

CU6.AX

-5.61%

CWY.AX

-0.21%

CBO.AX

-0.62%

COH.AX

2.91%

CDA.AX

-1.91%

COL.AX

1.06%

CKF.AX

0.95%

CBA.AX

0.03%

CPU.AX

1.84%

CEN.AX

-2.81%

CXO.AX

-3.92%

CCP.AX

0.04%

CMW.AX

-0.57%

CSL.AX

0.56%

CCL.AX

-0.1%

DBI.AX

1.59%

DTL.AX

-1.01%

DYL.AX

-1.67%

DRR.AX

-1.28%

DVP.AX

0.62%

DXS.AX

0.52%

DXI.AX

1.63%

DDR.AX

0.04%

DGT.AX

DJW.AX

DMP.AX

-0.81%

DOW.AX

-1.07%

DPM.AX

-5.45%

DRO.AX

-12.02%

DUR.AX

-1.75%

DNL.AX

-1.44%

APE.AX

0.65%

EBO.AX

-1.11%

EIQ.AX

-3.75%

ELD.AX

0.83%

EOS.AX

-6.04%

ELV.AX

-4.3%

ELS.AX

-2.04%

EMR.AX

-3.09%

EDV.AX

1.17%

EQR.AX

-2.78%

EVN.AX

-2.78%

EVT.AX

0.33%

FDC.AX

1.18%

FCL.AX

2.45%

FFM.AX

-0.28%

FPH.AX

-0.27%

FPR.AX

-0.35%

FBU.AX

1.12%

FLT.AX

2.99%

FML.AX

-2.36%

FRS.AX

-10.81%

FMG.AX

-1.44%

FRW.AX

FGX.AX

0.74%

FGG.AX

0.9%

GLF.AX

0.7%

GDG.AX

-2.71%

GNE.AX

-1.83%

GMD.AX

-3.5%

GNP.AX

-3.38%

GMG.AX

-0.27%

GPT.AX

GQG.AX

-0.72%

GNG.AX

1.02%

GNC.AX

2.54%

GGP.AX

-2.85%

GOZ.AX

1.15%

GCI.AX

0.24%

GYG.AX

2.1%

GWA.AX

-0.42%

HSN.AX

-1.01%

HVN.AX

1.06%

HGH.AX

HM1.AX

0.34%

HLI.AX

5.35%

HMC.AX

-1.74%

HDN.AX

-0.2%

HUB.AX

0.75%

IEL.AX

0.95%

IGO.AX

0.37%

ILU.AX

4.8%

IMD.AX

-3.2%

IMR.AX

-1.75%

IFT.AX

-1.7%

INA.AX

0.59%

ING.AX

0.67%

IAG.AX

0.87%

IDX.AX

0.73%

IPG.AX

-2.16%

IPX.AX

1.56%

IPH.AX

1.44%

IRE.AX

0.76%

JHX.AX

-1.66%

JBH.AX

0.89%

JDO.AX

0.81%

JMS.AX

-0.94%

KAR.AX

0.61%

KLS.AX

1.4%

KCN.AX

-2.94%

KKC.AX

0.24%

GLS.AX

-1.42%

LGF.AX

0.79%

L1G.AX

-1.84%

LSF.AX

-0.22%

LRV.AX

-2.16%

LFS.AX

0.28%

LLC.AX

-0.52%

LFG.AX

0.61%

360.AX

3.45%

LIC.AX

-0.39%

LNW.AX

2.36%

LIN.AX

-6.8%

LTR.AX

-2.24%

LOV.AX

3.74%

LYL.AX

-3.17%

LYC.AX

-1.45%

MA1.AX

0.25%

MAF.AX

-1.22%

MGH.AX

-3.9%

MAH.AX

-0.51%

MQG.AX

-1.02%

MAQ.AX

-1.53%

MAD.AX

-0.55%

MFG.AX

-1.48%

MMS.AX

0.45%

MPL.AX

0.49%

MP1.AX

-3.64%

MCY.AX

1.1%

MEZ.AX

1.93%

MSB.AX

-4.67%

MLX.AX

0.96%

MTS.AX

2.19%

MEI.AX

-5.26%

MOT.AX

0.31%

MXT.AX

MFF.AX

MIN.AX

-3.02%

MI6.AX

-3.76%

MIR.AX

-0.37%

MGR.AX

1.02%

MND.AX

-1.67%

MYS.AX

-1.12%

NAN.AX

1.34%

NAB.AX

0.02%

NGI.AX

-1.65%

NWL.AX

0.3%

NEU.AX

0.09%

NHC.AX

-1.39%

NEM.AX

-3.75%

NWS.AX

2.26%

NXG.AX

-1.22%

NXT.AX

-4.27%

NHF.AX

0.94%

NCK.AX

-0.78%

NIC.AX

-1.61%

NEC.AX

1.32%

NST.AX

-2.16%

NWH.AX

-2.46%

NUF.AX

-1%

OCL.AX

2.23%

OML.AX

-0.33%

OPH.AX

-1.18%

OBM.AX

-4.02%

ORI.AX

-0.55%

ORG.AX

-1.13%

ORA.AX

0.85%

PDN.AX

-4.55%

PNR.AX

-3.29%

PPC.AX

0.84%

PPM.AX

0.15%

PRN.AX

-2.95%

PPT.AX

2.87%

PCI.AX

PRU.AX

-2.72%

PXA.AX

1.1%

PNI.AX

-1.88%

PL8.AX

PLS.AX

-4.59%

PGF.AX

0.31%

PNV.AX

3.07%

PDI.AX

-3.33%

PMV.AX

0.15%

PME.AX

-1.65%

PWH.AX

4.55%

PYC.AX

-2.95%

QAN.AX

0.39%

QBE.AX

0.93%

QAL.AX

-0.8%

QRI.AX

-0.32%

RMS.AX

-2.09%

RHC.AX

1.08%

REA.AX

1.41%

RDX.AX

0.27%

REH.AX

0.56%

RF1.AX

1.15%

RPL.AX

-1.28%

RG1.AX

-1.58%

RGN.AX

0.84%

REG.AX

-0.16%

RRL.AX

-1.95%

RWC.AX

-1.37%

RMD.AX

2.73%

RSG.AX

-0.26%

SGLLV.AX

RIC.AX

-1.75%

RIO.AX

-2.85%

RXL.AX

-3.7%

RFF.AX

-0.45%

RYM.AX

0.53%

SFR.AX

-4.5%

STO.AX

-0.07%

SCG.AX

0.64%

SEK.AX

2.66%

SHV.AX

-2.93%

SRV.AX

1.9%

SSM.AX

1.23%

SGH.AX

-1.02%

SHA.AX

-1.49%

SIG.AX

1.22%

SLX.AX

-7.94%

SGM.AX

-1.68%

SDR.AX

0.31%

SKS.AX

-7.67%

SKC.AX

-0.94%

SIQ.AX

0.94%

SHL.AX

0.84%

S32.AX

-0.44%

SX2.AX

-1.84%

SXE.AX

-5.56%

SPK.AX

1.24%

SRG.AX

-2.73%

SBM.AX

-3.76%

SMR.AX

-9.19%

SDF.AX

1.06%

SGP.AX

0.73%

SKG.AX

0.38%

SNZ.AX

SUN.AX

1.37%

SRL.AX

-0.58%

SUL.AX

2.98%

SLC.AX

1.15%

SNL.AX

-0.49%

SYL.AX

-0.72%

TAH.AX

2.03%

TEA.AX

-3.46%

TNE.AX

1.34%

TLX.AX

0.81%

TLS.AX

0.41%

TPW.AX

1.2%

A2M.AX

0.21%

TLC.AX

2.03%

SGR.AX

4.35%

TVN.AX

-2.63%

THL.AX

-1.64%

TWR.AX

-1.29%

TPG.AX

-0.43%

TCL.AX

-0.1%

TWE.AX

2.02%

TUA.AX

0.23%

TCG.AX

-1.27%

UNI.AX

1.49%

VAU.AX

-2.55%

VNT.AX

0.34%

VCX.AX

0.95%

VGN.AX

2.5%

VEA.AX

4.71%

VUL.AX

-3.41%

VSL.AX

-0.19%

VYS.AX

WA1.AX

-4.5%

WGN.AX

-2.13%

WAM.AX

-0.32%

WGB.AX

WLE.AX

SOL.AX

-1.31%

WPR.AX

0.4%

WQG.AX

WEB.AX

12.46%

WBT.AX

-7.55%

WES.AX

WAF.AX

-1.36%

WGX.AX

-2.86%

WBC.AX

-0.17%

WHF.AX

WHC.AX

-2.41%

WIA.AX

-1.22%

WTC.AX

4.02%

WDS.AX

1.15%

WOW.AX

1.12%

WOR.AX

-1.31%

XRO.AX

-0.26%

YAL.AX

-1.74%

ZIM.AX

0.75%

ZIP.AX

-1.52%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.89	-0.57	-0.38
SSO ASX Small Caps	14.12	-0.01	-0.07
IVV S&P 500	70.36	-0.66	-0.93
NDQ Nasdaq	57.88	-1.41	-2.38
F100 FTSE 100	15.23	-0.05	-0.33
ASIA Asia Tech	18.67	-1.03	-5.23
IEU Europe	97.63	-0.86	-0.87
IEM Emerging Markets	90.03	-2.49	-2.69
Gold Gold	52.92	-0.51	-0.95
ACDC Battery Tech	119.87	-3.53	-2.86

COMMODITIES	Close($)	-/+	%
Gold	4,045.05	-30.1143	-0.74
Silver	57.28	-1.1242	-1.92
Platinum	1,606.12	-15.13	-0.93
Palladium	1,269.50	-22	-1.7
Ice Brent Crude	87.81	-8.97	-9.27
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6992	0.0003	0.04
Euro	1.1372	0.0005	0.04
British Pound	1.3294	0.0007	0.05
Canadian Dollar	1.4119	-0.0004	-0.03
New Zealand Dollar	0.5771	-0.0002	-0.03
Chinese Yuan	6.7678	0.0021	0.03
Japanese Yen	163.7200	-0.02	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.70	-2.11%	118.46%	0.30 0.85
BGL	Bellevue Gold Ltd	1.35	-2.54%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.70	-2.33%	47.30%	39.18 65.98
FMG	Fortescue Ltd	18.53	-1.44%	2.45%	17.68 23.38
NHC	New Hope Corporation Ltd	5.31	-1.39%	24.54%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.29	-2.41%	7.48%	5.94 9.90
NEM	Newmont Cdi	131.71	-3.7%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.00	-1.22%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.38	-4.5%	73.96%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WEB	Web Travel Group	3.16	12.46
HLI	Helia Group	5.22	5.35
ILU	Iluka Resources	6.11	4.8
VEA	Viva Energy Grp	2.56	4.71
PWH	Pwr Holdings	9.88	4.55
BNZ	Benz Mining-cdi	3.58	4.37
SGR	The Star Enterta	0.12	4.35
WTC	Wisetech Global	33.41	4.02
LOV	Lovisa Holdings	22.20	3.74
360	Life360 Inc.	25.17	3.45

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DRO	Droneshield	1.83	-12.02
FRS	Forrestania Res	0.33	-10.81
SMR	Stanmore Resourc	2.47	-9.19
SLX	Silex Systems	4.52	-7.94
SKS	Sks Technologies	7.22	-7.67
WBT	Weebit Nano	4.90	-7.55
LIN	Lindian Resource	0.79	-6.8
BMN	Bannerman Energy	3.03	-6.48
EOS	Electro Optic Sy	7.00	-6.04
AIS	Aeris Resources	0.37	-5.77

OPINION

Latest Market Matters Opinions

28/07/2026 09:37

First Up

The ASX 200 surged +1.4% higher on Monday, delivering its best day in 6 weeks with 85% of the main board closing in positive territory. Only the energy sector closed lower as Middle East tensions eased, sending oil plunging ~9% and global bonds and equities rallied in a classic “risk-on session” for stocks. Ironically, as we head into the uncertainty of Wednesday's Australian Inflation read, it was the sharp reversal higher in bonds (yields lower) following oil's weakness that helped drive rate-sensitive stocks up on Monday, with Tech (+4.5%), Materials (+2.4%), and Real Estate (+1.7%).

28/07/2026 09:35

Australian 10-Year Bonds

Australian bonds reversed most of Fridays sharp fall on Monday which we found interesting on two fronts:

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Market Matters Content

What Matters Today: Is this the time to buy the “Trump Trade?”

Morning report 28/07/2026

Afternoon Report

The Match Out: ASX surges on deescalation, Discounting at Myer hits margins

Afternoon report 27/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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