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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

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ANN.AX

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ARG.AX

ALL.AX

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ASX.AX

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AUC.AX

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ACL.AX

AUI.AX

BMN.AX

BAP.AX

BCI.AX

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BEN.AX

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BHP.AX

BOQ.AX

BKI.AX

BC8.AX

XYZ.AX

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BOE.AX

BXB.AX

BVS.AX

BRG.AX

BTR.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

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CNI.AX

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CBO.AX

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COL.AX

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CPU.AX

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CBA.AX

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HUB.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.28	0	0
SSO ASX Small Caps	13.56	0	0
IVV S&P 500	73.36	0	0
NDQ Nasdaq	61.55	0	0
F100 FTSE 100	15.39	0	0
ASIA Asia Tech	18.82	0	0
IEU Europe	95.46	0	0
IEM Emerging Markets	91.12	0	0
Gold Gold	53.66	0	0
ACDC Battery Tech	105.22	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,140.38	16.0383	0.39
Silver	57.97	-0.01	-0.02
Platinum	1,628.41	-20.3381	-1.23
Palladium	1,089.92	-12.4767	-1.13
Ice Brent Crude	109.16	-0.39	-0.36
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7025	-0.0002	-0.03
Euro	1.1229	0.0001	0.01
British Pound	1.3390	-0.0004	-0.03
Canadian Dollar	1.4044	-0.0001	-0.01
New Zealand Dollar	0.5700	0	0
Chinese Yuan	6.6758	-0.0021	-0.03
Japanese Yen	158.0500	-0.06	-0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.76	0%	65.59%	0.42 0.94
BGL	Bellevue Gold Limited	1.38	0%	8.85%	1.06 2.00
BHP	Bhp Group Ltd	58.54	0%	37.92%	40.18 68.77
FMG	Fortescue Ltd	15.26	0%	-24.31%	14.94 23.38
NHC	New Hope Corporation Ltd	6.11	0%	51.39%	3.77 6.61
WHC	Whitehaven Coal Limited	7.69	0%	10.09%	6.66 9.90
NEM	Newmont Cdi	165.08	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.16	0%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.08	0%	29.18%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.30
4DX	4dmedical	3.84
ABG	Abacus Group Unt	0.79
AIS	Aeris Resources	0.47
AGL	Agl Energy Limit	8.78
A1M	Aic Mines	0.76
AIZ	Air New Zealand	0.31
AAI	Alcoa Corporatio	58.20
ALK	Alkane	1.69
A4N	Alpha Hpa	0.43

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.06
ZIM	Zimplats Holding	13.53
YAL	Yancoal Australi	5.89
XRO	Xero Fpo	64.42
WOR	Worley Fpo	9.44
WOW	Woolworths Group	41.87
WDS	Woodside Energy	33.96
WTC	Wisetech Global	39.77
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.69

OPINION

Latest Market Matters Opinions

21/10/2026 17:01

Broker Moves

• New Hope Raised to Accumulate at Morgans Financial Limited • Regis Resources Cut to Hold at Morgans Financial Limited • HUB24 Raised to Buy at Ord Minnett; PT A$90 • Superloop Rated New Buy at Ord Minnett; PT A$2.97 • Bhagwan Marine Rated New Buy at Canaccord • Advanced Innergy Rated New Buy at Canaccord • New Hope Raised to Neutral at Barrenjoey; PT A$6.40 • PWR Holdings Raised to Accumulate at Morgans Financial Limited • Microba Life Sciences Cut to Hold at Morgans Financial Limited • Metals X Raised to Buy at Shaw and Partners; PT A$1.90 • Ampol Raised to Buy at UBS; PT A$46.30 • Group 6 Metals Rated New Buy at Canaccord; PT A$4.70 • Hastings Tech Raised to Speculative Buy at Canaccord

21/10/2026 17:00

MA Financial (ASX: MAF) $4.80

MAF +3%: Rallied around 9% early, with the market initially responding positively to a broader trading update showing continued growth in the business. That said, the update also reinforced why the stock has been under so much pressure, with MA suspending redemptions across its property-related lending funds and winding up its MA Secured Real Estate Income Fund as conditions in property and private credit remain difficult.

ACTION

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Market Matters Content

Portfolio Positioning: Is the AI investment boom hitting a speed hump?

Morning report 21/10/2026

Afternoon Report

The Match Out: ASX finishes higher, NextDC crashes ~40%

Afternoon report 21/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/10/2026

Your view on FXG and FEG

I like to have your view-analyses on FXG and FEG please, thanks,

Ask James

Question asked 17/10/2026

YEAR TO DATE

Good Morning, Well, it has sometimes felt like the "year of waiting" this year. I'm not a day trader, so I suppose I'm more susceptible to the highs and lows by holding stocks. But the All Ords began the year at 9208 and went through 8686, 9430, 8571 and 9445 to be at 8921 as I write, down about 3%. That to me is very volatile. Is this our market now or do you see things settling down into 2027? Thanks gents.

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Latest View Points

MAF

NXT

ABB

KIT

BGL

BHP

HUB

WHC

RMS

RIO

SEMI

Chart of the week

Judo Capital Holdings Pty Ltd (JDO)

Aus. Investment blog Subscribe to blog

Why has NEXTC (ASX: NXT) plunged 40%?

NEXTDC (NXT) is trading down ~40% after cutting guidance by approx. 37% after electricity distributor Jemena suspended power connections to NEXTDC's Melbourne M3 data centre in late September,

ASX: NXT 20/10/2026

Why is HUB24 Ltd (ASX: HUB) up ~5%?

HUB24 (HUB) is soaring ~5% following a strong quarterly update which demonstrated strong funds under administration (FUA) growth.

ASX: HUB 20/10/2026

Morning Report

Portfolio Positioning: Is the AI investment boom hitting a speed hump?

Morning report 21/10/2026

Afternoon Report

The Match Out: ASX finishes higher, NextDC crashes ~40%

Afternoon report 21/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/10/2026

Your view on FXG and FEG

I like to have your view-analyses on FXG and FEG please, thanks,

Ask James

Question asked 17/10/2026

YEAR TO DATE

Latest View Points

MAF

NXT

ABB

KIT

BGL

BHP

HUB

WHC

RMS

RIO

SEMI

Chart of the week

Judo Capital Holdings Pty Ltd (JDO)

Aus. Investment blog Subscribe to blog

Why has NEXTC (ASX: NXT) plunged 40%?

NEXTDC (NXT) is trading down ~40% after cutting guidance by approx. 37% after electricity distributor Jemena suspended power connections to NEXTDC's Melbourne M3 data centre in late September,

ASX: NXT 20/10/2026

Why is HUB24 Ltd (ASX: HUB) up ~5%?

HUB24 (HUB) is soaring ~5% following a strong quarterly update which demonstrated strong funds under administration (FUA) growth.

ASX: HUB 20/10/2026

Opinion + Action