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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.88%

4DX.AX

-3.38%

ABG.AX

-0.86%

ASK.AX

-0.32%

AX1.AX

AIS.AX

AGL.AX

A1M.AX

1.57%

AIZ.AX

AAI.AX

0.58%

ALK.AX

3.09%

A4N.AX

ALQ.AX

-0.37%

AMC.AX

-1.47%

AOV.AX

-0.35%

AMP.AX

-4.64%

AEL.AX

-0.64%

ALD.AX

-1.78%

ANN.AX

0.18%

AZY.AX

-1.2%

ANZ.AX

0.11%

APA.AX

ARU.AX

-5.66%

ARB.AX

2.14%

ARF.AX

-2.23%

ARG.AX

-0.11%

ALL.AX

-1.05%

AYA.AX

-3.36%

APZ.AX

-5.47%

ASX.AX

7.46%

ALX.AX

0.82%

AUB.AX

-0.33%

AIA.AX

-1.13%

AMI.AX

AZJ.AX

3.35%

AUC.AX

0.4%

ABB.AX

-1.08%

ASB.AX

-2.79%

AAC.AX

2.22%

ACL.AX

0.75%

AEF.AX

-4.96%

AFG.AX

-0.49%

AFI.AX

-0.14%

AUI.AX

0.18%

ASG.AX

-0.51%

BOQ.AX

0.15%

BMN.AX

-0.63%

BAP.AX

0.92%

BCI.AX

-1.11%

BPT.AX

BLX.AX

-1.15%

BGA.AX

1.5%

BGL.AX

5.85%

BEN.AX

-0.99%

BNZ.AX

-2.55%

BHP.AX

1.8%

BKI.AX

-0.57%

BC8.AX

0.32%

XYZ.AX

-1.14%

BSL.AX

-1.13%

BMC.AX

-4.65%

BOE.AX

3.54%

BXB.AX

-2.62%

BVS.AX

-5.86%

BRE.AX

-6.82%

BRG.AX

1.83%

BGP.AX

BFL.AX

BWP.AX

-0.27%

CMM.AX

0.5%

CSC.AX

4.53%

CAR.AX

-1.09%

CIN.AX

-0.6%

CYL.AX

-1.68%

CAT.AX

-5.71%

CWP.AX

-2.61%

CNI.AX

-5.03%

CIP.AX

-0.92%

COF.AX

-1.39%

CHN.AX

-4.1%

CGF.AX

1.32%

CIA.AX

-4.26%

CHC.AX

-2%

CLW.AX

-1.52%

CQR.AX

-1.78%

CQE.AX

0.34%

CNU.AX

-0.49%

C79.AX

-2.33%

CVL.AX

CU6.AX

-3.32%

CWY.AX

-0.8%

CUV.AX

-3.85%

CBO.AX

-1.03%

COH.AX

-1.42%

CDA.AX

0.25%

COL.AX

0.29%

CKF.AX

-0.92%

CBA.AX

-1.13%

CPU.AX

-3.38%

CEN.AX

1.37%

CXO.AX

-5.56%

CRN.AX

-1.16%

CCP.AX

0.63%

CMW.AX

-1.18%

CSL.AX

-0.44%

CCL.AX

-0.93%

DBI.AX

-0.62%

DTL.AX

-1.41%

DTR.AX

-13.58%

DYL.AX

12.36%

DRR.AX

-2.44%

DVP.AX

0.72%

DXS.AX

0.3%

DXI.AX

DDR.AX

-1.67%

DGT.AX

-4.06%

DUI.AX

-0.94%

DJW.AX

-0.32%

DMP.AX

-1.83%

DOW.AX

-0.51%

DPM.AX

1.58%

DRO.AX

-9.11%

DUR.AX

DNL.AX

0.56%

APE.AX

0.5%

EBO.AX

-1.99%

ELD.AX

-0.55%

EOS.AX

-8.49%

ELV.AX

-5.44%

ELS.AX

3.8%

EHL.AX

-1.5%

EMR.AX

1.52%

EDV.AX

-0.8%

EOL.AX

-0.55%

ERA.AX

EQR.AX

2.63%

EQT.AX

-1.02%

EVN.AX

2.41%

EVT.AX

-2.53%

FCL.AX

-3.36%

FFM.AX

4.59%

FPH.AX

0.27%

FPR.AX

2.49%

FBU.AX

-3.88%

FLT.AX

FML.AX

7.26%

FMG.AX

-0.18%

FRW.AX

FGX.AX

0.75%

FGG.AX

-0.98%

GEM.AX

1.5%

GLF.AX

-0.78%

GDG.AX

-2.13%

GNE.AX

GMD.AX

3.57%

GTK.AX

-0.59%

GNP.AX

-1.04%

GMG.AX

0.52%

GPT.AX

0.19%

GQG.AX

0.31%

GNG.AX

0.46%

GNC.AX

-0.28%

GGP.AX

-1.15%

GOZ.AX

-1.72%

GCI.AX

-0.48%

GYG.AX

-4.76%

GWA.AX

-0.37%

HSN.AX

-4.34%

HVN.AX

-0.93%

HLS.AX

-1.64%

HGH.AX

HM1.AX

-0.63%

HLI.AX

1.4%

HMC.AX

1.2%

HDN.AX

-1.91%

HUB.AX

-0.6%

IEL.AX

0.17%

IGO.AX

-5.82%

ILU.AX

-14.09%

IMD.AX

1.04%

IMM.AX

-2.27%

IMR.AX

10.51%

IFT.AX

-0.84%

INA.AX

-2.24%

ING.AX

-2.34%

IFL.AX

-0.64%

IAG.AX

3.41%

IDX.AX

2.33%

INR.AX

IPX.AX

-4.6%

IPH.AX

0.8%

IRE.AX

-2.49%

JHX.AX

-0.53%

JBH.AX

-1.83%

JDO.AX

-1.88%

JIN.AX

0.78%

JMS.AX

-5.26%

KAR.AX

1.49%

KLS.AX

-2.5%

KCN.AX

-2.9%

KKC.AX

-0.43%

GLS.AX

1.06%

L1G.AX

1.7%

LSF.AX

LRV.AX

4.05%

LFS.AX

LLC.AX

-0.2%

LFG.AX

0.5%

360.AX

1.58%

LIC.AX

2.35%

LNW.AX

1.88%

LIN.AX

-4.21%

LTR.AX

-4.21%

LOTDB.AX

-0.95%

LOV.AX

1.05%

LYL.AX

4.12%

LYC.AX

-3.7%

MA1.AX

MAF.AX

-0.19%

MGH.AX

0.74%

MAH.AX

-3.6%

MQG.AX

-0.33%

MAQ.AX

-0.69%

MAD.AX

-0.5%

MFG.AX

0.23%

MMS.AX

-0.64%

MPL.AX

-0.22%

MEK.AX

-5.66%

MP1.AX

-3.55%

MCY.AX

-1.1%

MEZ.AX

-1.42%

MSB.AX

-4.44%

MTM.AX

-10%

MLX.AX

7.63%

MTS.AX

MEI.AX

-8%

MOT.AX

0.51%

MXT.AX

MFF.AX

0.83%

MGX.AX

2.08%

MIN.AX

-3.77%

MI6.AX

2.04%

MIR.AX

-0.33%

MGR.AX

-0.25%

MND.AX

0.23%

MYR.AX

-3.26%

MYS.AX

-0.67%

NAN.AX

-2.99%

NAB.AX

0.44%

NSR.AX

0.73%

NGI.AX

-2.2%

NWL.AX

-2.04%

NEU.AX

-1.46%

NHC.AX

NMG.AX

2.78%

NEM.AX

2.55%

NWS.AX

-2.12%

NXG.AX

5.4%

NXT.AX

-1.05%

NHF.AX

0.91%

NCK.AX

-0.04%

NIC.AX

1.57%

NEC.AX

-0.46%

NST.AX

3.11%

NVA.AX

0.8%

NWH.AX

-0.18%

NUF.AX

0.42%

NXL.AX

-5.9%

OCL.AX

0.32%

OCA.AX

OML.AX

-0.38%

OPH.AX

OBM.AX

-13.43%

ORI.AX

0.38%

ORG.AX

-0.17%

ORA.AX

PDN.AX

1.43%

PNR.AX

-4.71%

PPC.AX

-1.92%

PPM.AX

1.03%

PRN.AX

-1%

PPT.AX

1.01%

PCI.AX

-0.45%

PRU.AX

-0.47%

PXA.AX

-1.93%

PNI.AX

-1.85%

PL8.AX

-2.68%

PLS.AX

-4.57%

PGF.AX

0.66%

PNV.AX

PDI.AX

3.47%

PMV.AX

0.15%

PME.AX

-2.46%

PFP.AX

-1%

PWH.AX

-2.89%

PYC.AX

-2.41%

QAN.AX

-2.12%

QBE.AX

-0.2%

QAL.AX

-2.09%

QRI.AX

QUB.AX

0.84%

RMS.AX

1.41%

RHC.AX

0.44%

REA.AX

-0.92%

RDX.AX

-0.95%

REH.AX

7.16%

RG1.AX

-0.8%

RF1.AX

-1.36%

RPL.AX

-0.94%

RGN.AX

-1.29%

REG.AX

-1.05%

RRL.AX

0.24%

RWC.AX

-1.56%

RMD.AX

-1.14%

RSG.AX

0.35%

SGLLV.AX

-4%

RIC.AX

1.23%

RIO.AX

1.43%

RXR.AX

0.88%

RXL.AX

-3.33%

RUL.AX

RFF.AX

0.99%

RYM.AX

-0.4%

SFR.AX

5.23%

SMI.AX

-0.87%

STO.AX

0.29%

SCG.AX

0.49%

SEK.AX

-2.97%

SHV.AX

-1.9%

SRV.AX

-1.39%

SSM.AX

0.9%

SGH.AX

1.45%

SHA.AX

-1.52%

SIG.AX

SLX.AX

0.65%

SVL.AX

1.82%

SGM.AX

-1.06%

SDR.AX

-1.33%

SKC.AX

-1.22%

SPZ.AX

-0.79%

SIQ.AX

-1.06%

SHL.AX

-0.31%

S32.AX

2.63%

SX2.AX

2.38%

SXE.AX

3.25%

SPK.AX

0.78%

SRG.AX

-0.99%

SBM.AX

-0.65%

SMR.AX

3.41%

SDF.AX

0.38%

SGP.AX

-0.75%

SNZ.AX

-2.01%

SUN.AX

1.27%

SRL.AX

10.01%

SUL.AX

1.45%

SLC.AX

-1.27%

SNL.AX

-1.61%

SYL.AX

-0.63%

TAH.AX

-2.13%

TEA.AX

-0.93%

TNE.AX

-2.3%

TLX.AX

-4.89%

TLS.AX

TPW.AX

-4.13%

A2M.AX

1.32%

TLC.AX

-0.58%

SGR.AX

-3.03%

TVN.AX

8.7%

TWR.AX

2.47%

TPG.AX

-0.52%

TCL.AX

0.44%

TWE.AX

2.28%

TUA.AX

-2.74%

TCG.AX

USL.AX

-7.62%

UNI.AX

-2.62%

VAU.AX

1.13%

VNT.AX

-1.87%

VCX.AX

-1.21%

VGN.AX

-0.31%

VEA.AX

-8.09%

VUL.AX

-3.47%

VSL.AX

-1.41%

WA1.AX

-2.23%

WGN.AX

-1.4%

WAM.AX

-1.36%

WGB.AX

1.23%

WLE.AX

0.36%

SOL.AX

0.52%

WPR.AX

WEB.AX

-1.29%

WBT.AX

-0.53%

WES.AX

-1.27%

WAF.AX

1.82%

WGX.AX

0.91%

WBC.AX

-0.95%

WHF.AX

-1.12%

WHC.AX

2.94%

WIA.AX

-1.03%

WC8.AX

WTN.AX

WTC.AX

-2.09%

WDS.AX

0.72%

WOW.AX

0.59%

WOR.AX

-0.23%

XRO.AX

-3.07%

YAL.AX

1.58%

ZIM.AX

-1.07%

ZIP.AX

-3.83%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.36	-0.17	-0.11
SSO ASX Small Caps	17.87	-0.21	-1.16
IVV S&P 500	65.59	-1.06	-1.59
NDQ Nasdaq	54.23	-0.77	-1.4
F100 FTSE 100	14.88	-0.2	-1.33
ASIA Asia Tech	15.86	-0.21	-1.31
IEU Europe	100.82	-1.89	-1.84
IEM Emerging Markets	86.68	-1.1	-1.25
Gold Gold	71.90	3.06	4.45
ACDC Battery Tech	149.46	-3.55	-2.32

COMMODITIES	Close($)	-/+	%
Gold	5,553.69	154.4	2.86
Silver	118.10	1.524	1.31
Platinum	2,780.50	84.245	3.12
Palladium	2,102.75	28.75	1.39
Ice Brent Crude	68.74	1.17	1.73
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7089	0.0049	0.7
Euro	1.1985	0.0033	0.28
British Pound	1.3838	0.0033	0.24
Canadian Dollar	1.3520	-0.0035	-0.26
New Zealand Dollar	0.6088	0.0029	0.48
Chinese Yuan	6.9468	0.0006	0.01
Japanese Yen	153.0000	-0.4	-0.26

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.82	-0.62%	32.15%	3.52 5.02
DDR	Dicker Data Ltd	10.01	-1.67%	17.28%	7.58 10.94
GQG	Gqg Partners Inc	1.61	0.31%	-21.18%	1.43 2.61
HUB	Hub24 Ltd	101.11	-0.6%	30.49%	48.84 122.03
JHX	James Hardie Ind	33.73	-0.53%	-36.85%	24.41 55.09
MGR	Mirvac Group	1.98	-0.25%	1.54%	1.88 2.46
NSR	National Storage Reit	2.77	0.73%	23.32%	2.05 2.85
PDN	Paladin Energy Ltd	14.14	1.43%	71.04%	3.93 13.99
WTC	Wisetech Global Ltd	59.43	-2.09%	-49.26%	60.43 130.50
XRO	Xero Ltd	94.90	-3.07%	-44.25%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DYL	Deep Yellow	2.91	12.36
IMR	Imricor Medical	2.05	10.51
SRL	Sunrise Energy	11.10	10.01
TVN	Tivan	0.38	8.7
MLX	Metals X	1.41	7.63
ASX	Asx	57.47	7.46
FML	Focus Minerals L	4.43	7.26
REH	Reece	14.82	7.16
BGL	Bellevue Gold	1.99	5.85
NXG	Nexgen Ene Cdi	19.52	5.4

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ILU	Iluka Resources	5.55	-14.09
DTR	Dateline Resourc	0.35	-13.58
OBM	Ora Banda Mining	1.45	-13.43
MTM	Metallium	0.90	-10
DRO	Droneshield	3.59	-9.11
EOS	Electro Optic Sy	9.05	-8.49
VEA	Viva Energy Grp	1.88	-8.09
MEI	Meteoric Resourc	0.23	-8
USL	Unico Silver	0.97	-7.62
BRE	Brazilian Rare	3.96	-6.82

OPINION

Latest Market Matters Opinions

29/01/2026 16:43

What Mattered Today

The ASX was lower on Thursday, with a firmer Aussie dollar and rising rate expectations combining to pressure risk assets. The main drag came from some pockets of the resource sector, particularly rare earths, after reports suggested the Trump administration may back away from a proposed price floor mechanism, a policy support that had been a key pillar behind the sector’s rerating since mid-2025.

29/01/2026 16:42

Broker Moves

• Greatland Resources Cut to Neutral at Macquarie; PT A$13 • ASX Raised to Overweight at JPMorgan; PT A$62 • Downer EDI Rated New Buy at Canaccord; PT A$8.58 • Boss Energy Cut to Underperform at RBC; PT A$1.15 • Fletcher Building Cut to Underweight at Morgan Stanley • Amcor GDRs Cut to Equal-Weight at Morgan Stanley; PT A$68.66 • Reece Raised to Overweight at Morgan Stanley; PT A$16 • Greatland Resources Cut to Underweight at Jarden Securities • Coronado GDRs Raised to Buy at UBS; PT 53 Australian cents • Inghams Cut to Underperform at RBC; PT A$2.10 • Super Retail Raised to Outperform at RBC; PT A$16.10 • Greatland Resources Cut to Sell at Goldman; PT A$11.70 • Domino's Pizza Enterprises Cut to Underperform at RBC; PT A$20 • Guzman y Gomez Cut to Underperform at RBC; PT A$21 • Boss Energy Cut to Hold at Bell Potter; PT A$1.95

ACTION

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What Matters Today: The AI Conundrum – Casualty, Beneficiary, or Disruptor?

Morning report 29/01/2026

Afternoon Report

The Match Out: Choppy session ends mildly lower, Energy stocks rally

Afternoon report 29/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/01/2026

Regal Investment Fund (RF1)

What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this? Finally, Visa and Netflix thoughts? Visa seems compelling value as does Netflix at the current prices

Ask James

Question asked 23/01/2026

Uranium & Boss Energy (BOE)

Welcome Back I know you don't hold (or rate) Boss Energy but in a situation where you were already on board (and all the recent bad news & uncertainty is in the price) would you hold, on based on a forecast rising commodity price lifting all boats, or would you look to drop it and invest in other Uranium miners? Thanks for all your help. Cheers Derek

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