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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

4.35%

ABG.AX

1.01%

ASK.AX

1.09%

AGL.AX

A1M.AX

7.26%

AGI.AX

AIZ.AX

4.29%

AAI.AX

1.35%

ALK.AX

5.83%

A4N.AX

-1.28%

ALQ.AX

4.17%

AMC.AX

3.17%

AOV.AX

0.31%

AMP.AX

0.5%

ALD.AX

-4.18%

ANN.AX

0.51%

ANZ.AX

1.7%

APA.AX

-0.83%

ARU.AX

-0.93%

ARB.AX

2.03%

ARF.AX

ARG.AX

0.81%

ALL.AX

-1.19%

AYA.AX

1.56%

APZ.AX

-0.2%

ASX.AX

0.48%

ALX.AX

0.49%

AUB.AX

-0.99%

AIA.AX

2.2%

AMI.AX

7.76%

AZJ.AX

-0.8%

ABB.AX

-4.13%

ASB.AX

-1.22%

AAC.AX

-0.76%

AFI.AX

0.85%

AUI.AX

1.01%

BOQ.AX

1.6%

BMN.AX

9.24%

BCI.AX

BPT.AX

-2.09%

BGA.AX

-0.27%

BGL.AX

8.74%

BEN.AX

2.32%

BNZ.AX

3.46%

BHP.AX

2.96%

BKI.AX

1.14%

BC8.AX

5.5%

XYZ.AX

1.39%

BSL.AX

0.31%

BMC.AX

9.82%

BXB.AX

-0.11%

BVS.AX

1.34%

BRE.AX

3.42%

BRG.AX

3.23%

BGP.AX

BFL.AX

0.72%

BWP.AX

0.64%

CMM.AX

9.65%

CSC.AX

9.8%

CAR.AX

-0.3%

CIN.AX

0.3%

CYL.AX

9.96%

CAT.AX

1.95%

CWP.AX

-0.14%

CNI.AX

3.3%

CIP.AX

0.33%

COF.AX

-0.53%

CHN.AX

5.43%

CGF.AX

0.73%

CIA.AX

0.73%

CHI.AX

CHC.AX

2.59%

CLW.AX

0.4%

CQR.AX

0.64%

CQE.AX

1.13%

CNU.AX

-0.12%

C79.AX

2.49%

CVL.AX

1.62%

CU6.AX

4.65%

CWY.AX

0.83%

CBO.AX

-0.26%

COH.AX

-1.08%

CDA.AX

0.37%

COL.AX

-2.56%

CKF.AX

0.23%

CBA.AX

1.83%

CPU.AX

-0.73%

CEN.AX

CXO.AX

5.36%

CCP.AX

1.49%

CMW.AX

CSL.AX

-0.69%

CCL.AX

3.03%

DBI.AX

-0.51%

DTL.AX

0.21%

DYL.AX

8.83%

DRR.AX

2.78%

DVP.AX

4.05%

DXS.AX

1.18%

DXI.AX

-0.8%

DDR.AX

-0.04%

DGT.AX

4.51%

DJW.AX

1.08%

DMP.AX

0.57%

DOW.AX

1.04%

DPM.AX

3.86%

DRO.AX

-0.68%

DUR.AX

1.71%

DNL.AX

0.52%

APE.AX

0.49%

EBO.AX

0.11%

EIQ.AX

1.3%

ELD.AX

1.89%

EOS.AX

-3.86%

ELV.AX

4.09%

ELS.AX

-1.55%

EHL.AX

0.51%

EMR.AX

8.4%

EDV.AX

ERA.AX

EQR.AX

4.26%

EUR.AX

3.01%

EVN.AX

9.02%

EVT.AX

0.4%

FCL.AX

1.44%

FFM.AX

7.35%

FPH.AX

-0.06%

FPR.AX

2.83%

FBU.AX

0.96%

FLT.AX

7.99%

FML.AX

8.75%

FRS.AX

5.26%

FMG.AX

1.78%

FRW.AX

0.09%

FGX.AX

1.49%

FGG.AX

0.3%

GLN.AX

5.13%

GLF.AX

3.76%

GDG.AX

2.09%

GNE.AX

0.47%

GMD.AX

7.99%

GNP.AX

1.71%

GMG.AX

0.35%

GPT.AX

1.27%

GQG.AX

0.34%

GNG.AX

1.59%

GNC.AX

0.68%

GGP.AX

11.44%

GOZ.AX

0.88%

GCI.AX

0.49%

GYG.AX

2.09%

GWA.AX

2.3%

HSN.AX

0.77%

HVN.AX

0.21%

HGH.AX

3.57%

HM1.AX

2.87%

HLI.AX

0.1%

HMC.AX

1.91%

HDN.AX

-0.19%

HUB.AX

2.79%

IEL.AX

6.34%

IGO.AX

2.71%

ILU.AX

1.64%

IMD.AX

2.11%

IMR.AX

5.57%

IFT.AX

0.81%

INA.AX

0.49%

ING.AX

0.47%

IAG.AX

-1.69%

IDX.AX

2.7%

IPG.AX

0.67%

IPX.AX

9.18%

IPH.AX

0.35%

IRE.AX

0.57%

JHX.AX

5.15%

JBH.AX

0.82%

JDO.AX

3.48%

JIN.AX

2.03%

JMS.AX

KAR.AX

-8.62%

KLS.AX

2.61%

KCN.AX

6.54%

KKC.AX

0.25%

GLS.AX

5.69%

LGF.AX

2.27%

L1G.AX

1.44%

LSF.AX

0.22%

LRV.AX

6.53%

LFS.AX

LLC.AX

-0.7%

LFG.AX

1.3%

360.AX

2.23%

LIC.AX

0.8%

LNW.AX

2.02%

LIN.AX

-1.92%

LTR.AX

3.9%

LOV.AX

0.81%

LYL.AX

4.93%

LYC.AX

-0.68%

MA1.AX

-0.5%

MAF.AX

4.02%

MGH.AX

-2.17%

MAH.AX

2.45%

MQG.AX

0.95%

MAQ.AX

0.65%

MAD.AX

-2.19%

MFG.AX

-0.16%

MMS.AX

0.51%

MPL.AX

-2.21%

MP1.AX

1.11%

MCY.AX

2.68%

MEZ.AX

1.36%

MSB.AX

0.64%

MLX.AX

1.66%

MTS.AX

-0.47%

MEI.AX

5.88%

MOT.AX

-0.29%

MXT.AX

0.26%

MFF.AX

1.6%

MIN.AX

4.12%

MI6.AX

7.85%

MIR.AX

2.07%

MGR.AX

1.27%

MND.AX

3.69%

MYS.AX

0.44%

NAN.AX

-3.31%

NAB.AX

3.23%

NGI.AX

1.69%

NWL.AX

1.57%

NEU.AX

0.34%

NHC.AX

-4.14%

NEM.AX

6.69%

NWS.AX

-1.42%

NXG.AX

3.78%

NXT.AX

3.16%

NHF.AX

-1.36%

NCK.AX

1.94%

NIC.AX

2.62%

NEC.AX

-0.27%

NST.AX

6.85%

NWH.AX

3.66%

NUF.AX

-0.52%

OCL.AX

0.42%

OML.AX

5.45%

OPH.AX

4.4%

OBM.AX

10.41%

ORI.AX

0.3%

ORG.AX

-1.89%

ORA.AX

3.44%

PDN.AX

7.62%

PNR.AX

7.54%

PPC.AX

-0.9%

PPM.AX

0.93%

PRN.AX

6.76%

PPT.AX

0.56%

PCI.AX

-0.46%

PRU.AX

7.99%

PXA.AX

0.09%

PNI.AX

4.97%

PL8.AX

PLS.AX

1.69%

PGF.AX

1.63%

PNV.AX

1.81%

PDI.AX

11.15%

PMV.AX

-0.57%

PME.AX

-0.6%

PWH.AX

-0.23%

PYC.AX

0.82%

QAN.AX

5.4%

QBE.AX

-1.58%

QAL.AX

2.36%

QRI.AX

0.99%

QUB.AX

-0.49%

RMS.AX

5.65%

RHC.AX

0.79%

REA.AX

0.69%

RDX.AX

-0.27%

REH.AX

1.4%

RF1.AX

0.56%

RPL.AX

0.8%

RG1.AX

2.21%

RGN.AX

0.41%

REG.AX

2.02%

RRL.AX

14.36%

RWC.AX

1.1%

RMD.AX

0.18%

RSG.AX

5.98%

SGLLV.AX

1.77%

RIC.AX

-0.7%

RIO.AX

2.25%

RXL.AX

6.98%

RFF.AX

-0.48%

RYM.AX

1.84%

SFR.AX

6.1%

SMI.AX

1.77%

STO.AX

-4.46%

SCG.AX

0.39%

SEK.AX

1.79%

SHV.AX

-1.78%

SRV.AX

0.92%

SSM.AX

1.62%

SGH.AX

1.83%

SHA.AX

SIG.AX

7.77%

SLX.AX

9.39%

SGM.AX

1.91%

SDR.AX

6.82%

SKS.AX

4.8%

SIQ.AX

1.23%

SHL.AX

-1.04%

S32.AX

1.44%

SX2.AX

8.22%

SXE.AX

SPK.AX

1.25%

SRG.AX

1.05%

SBM.AX

7.34%

SMR.AX

1.3%

SDF.AX

1.36%

SGP.AX

2.84%

SNZ.AX

2.16%

SUN.AX

-1.47%

SRL.AX

-1.87%

SUL.AX

0.65%

SLC.AX

-1.1%

SNL.AX

1.85%

SYL.AX

0.37%

TAH.AX

1.5%

TEA.AX

2.56%

TNE.AX

0.54%

TLX.AX

3.13%

TLS.AX

-1.06%

TPW.AX

1.14%

A2M.AX

0.25%

TLC.AX

-0.7%

SGR.AX

-6.82%

TVN.AX

3.77%

TWR.AX

4.14%

TPG.AX

-1.21%

TCL.AX

-1.47%

TWE.AX

1.44%

TUA.AX

-1.7%

TCG.AX

4.35%

TRA.AX

UNI.AX

0.15%

VAU.AX

14.96%

VNT.AX

1.38%

VCX.AX

0.58%

VGN.AX

12.11%

VEA.AX

-6.67%

VUL.AX

2.42%

VSL.AX

1.66%

VYS.AX

4.35%

WA1.AX

5.99%

WGN.AX

2.42%

WAM.AX

2.31%

WGB.AX

-0.91%

WLE.AX

0.57%

SOL.AX

-0.56%

WPR.AX

0.4%

WQG.AX

2.74%

WEB.AX

9.39%

WBT.AX

5.07%

WES.AX

0.34%

WAF.AX

6.17%

WGX.AX

6.93%

WBC.AX

1.34%

WHF.AX

2.65%

WHC.AX

-2.7%

WIA.AX

9.09%

WC8.AX

4.17%

WTN.AX

WTC.AX

2.93%

WDS.AX

-2.63%

WOW.AX

-0.56%

WOR.AX

2.95%

XRO.AX

1.18%

YAL.AX

-1.91%

ZIM.AX

3.47%

ZIP.AX

3.95%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.74	2.19	1.48
SSO ASX Small Caps	16.19	0.36	2.27
IVV S&P 500	70.75	0.69	0.98
NDQ Nasdaq	62.85	1.21	1.96
F100 FTSE 100	15.17	0.18	1.2
ASIA Asia Tech	22.73	1.06	4.89
IEU Europe	104.70	1.7	1.65
IEM Emerging Markets	99.26	2.88	2.99
Gold Gold	55.63	1.26	2.32
ACDC Battery Tech	169.92	6.02	3.67

COMMODITIES	Close($)	-/+	%
Gold	4,315.35	96.58	2.29
Silver	70.35	2.3739	3.49
Platinum	1,776.96	59.4408	3.46
Palladium	1,329.03	45.9249	3.58
Ice Brent Crude	86.80	-3.58	-3.96
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7071	0.0028	0.4
Euro	1.1597	0.0032	0.28
British Pound	1.3438	0.0032	0.24
Canadian Dollar	1.3972	-0.0017	-0.12
New Zealand Dollar	0.5846	0.0013	0.22
Chinese Yuan	6.7584	-0.0042	-0.06
Japanese Yen	160.1700	-0.03	-0.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.67	7.26%	85.07%	0.30 0.75
BGL	Bellevue Gold Ltd	1.47	8.92%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	64.87	3.07%	64.14%	35.52 65.04
FMG	Fortescue Ltd	20.58	1.81%	29.05%	14.31 23.38
NHC	New Hope Corporation Ltd	5.80	-3.97%	57.29%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.66	-2.48%	55.24%	5.31 9.90
NEM	Newmont Cdi	147.02	6.7%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.29	3.85%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	21.07	6.25%	73.64%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
VAU	Vault Minerals	4.61	14.96
RRL	Regis Resources	6.69	14.36
VGN	Virgin Australia	2.87	12.11
GGP	Greatland Resour	13.64	11.44
PDI	Predictive Disco	0.87	11.15
OBM	Ora Banda Mining	1.22	10.41
CYL	Catalyst Metals	5.52	9.96
BMC	Bmc Minerals Cdi	3.13	9.82
CSC	Capstone Cdi	15.63	9.8
CMM	Capricorn Metals	13.18	9.65

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
KAR	Karoon Energy Lt	1.86	-8.62
SGR	The Star Enterta	0.10	-6.82
VEA	Viva Energy Grp	2.10	-6.67
STO	Santos	7.71	-4.46
ALD	Ampol	34.93	-4.18
NHC	New Hope Corpora	5.79	-4.14
ABB	Aussie Broadband	5.34	-4.13
EOS	Electro Optic Sy	8.97	-3.86
NAN	Nanosonics	3.21	-3.31
WHC	Whitehaven Coal	8.64	-2.7

OPINION

Latest Market Matters Opinions

15/06/2026 09:23

Brent Crude Sept’ Futures ($US/barrel)

Crude oil was looking increasingly confident that the Strait of Hormuz will be reopened sooner rather than later -it was correct! This morning Pakistan has declared that the US and Iran have reached a peace deal which should see further weakness in crude and knock on strength in risk assets.

15/06/2026 09:22

Comex Copper Sept’ Futures ($US)

Copper recovered strongly last week and looks on course to make new highs in the coming weeks - again this morning’s peace deal will help. While we are very conscious that “long copper” is fairly crowded, we remain bullish believing surprises are likely on the upside.

ACTION

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Market Matters Content

Macro Monday: SpaceX IPO illustrates how Liquidity could lift “Risk” Assets

Morning report 15/06/2026

Afternoon Report

The Match Out: ASX surges almost 2% for its best session since April as Trump flags ‘imminent’ Iran deal

Afternoon report 12/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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