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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

8.11%

ABG.AX

1.59%

ASK.AX

A1G.AX

0.5%

AGL.AX

-0.1%

AIZ.AX

-3.9%

AAI.AX

0.65%

ALK.AX

0.56%

A4N.AX

-3.25%

ALQ.AX

0.62%

AMC.AX

-1.95%

AOV.AX

-0.43%

AMP.AX

4.2%

AEL.AX

-1.96%

ALD.AX

-0.69%

ANN.AX

0.74%

ANZ.AX

0.23%

APA.AX

0.71%

ARU.AX

-9.52%

ARB.AX

-0.68%

ARF.AX

0.29%

ARG.AX

-0.45%

ALL.AX

0.13%

AYA.AX

5.98%

APZ.AX

0.6%

ASX.AX

2.19%

ALX.AX

0.7%

AUB.AX

1.2%

AIA.AX

AZJ.AX

0.72%

AUC.AX

-2.02%

ABB.AX

0.6%

ASB.AX

1.08%

AAC.AX

0.38%

AEF.AX

0.19%

AFG.AX

0.8%

AFI.AX

-1.34%

AUI.AX

-2.16%

ASG.AX

BOQ.AX

0.41%

BMN.AX

BCI.AX

1.28%

BPT.AX

-1.22%

BGA.AX

-0.96%

BGL.AX

-3.21%

BEN.AX

1.32%

BNZ.AX

1.93%

BHP.AX

-1.06%

BKI.AX

BC8.AX

4.64%

XYZ.AX

0.49%

BSL.AX

1.96%

BOE.AX

2.75%

BXB.AX

-1.06%

BVS.AX

0.25%

BRE.AX

2.27%

BRG.AX

0.28%

BGP.AX

-0.75%

BFL.AX

BWP.AX

2.16%

CMM.AX

0.16%

CSC.AX

0.91%

CAR.AX

-0.21%

CIN.AX

-2.78%

CYL.AX

-2.16%

CAT.AX

-2.19%

CWP.AX

CNI.AX

0.97%

CIP.AX

0.34%

COF.AX

0.53%

CHN.AX

-1.54%

CGF.AX

-1.59%

CIA.AX

-3.86%

CHI.AX

-2.38%

CHC.AX

1.05%

CLW.AX

0.88%

CQR.AX

-0.27%

CQE.AX

CNU.AX

-0.63%

C79.AX

3.7%

CVL.AX

0.68%

CU6.AX

1.27%

CWY.AX

-0.42%

CBO.AX

1.98%

COH.AX

-0.77%

CDA.AX

-2.19%

COL.AX

0.67%

CKF.AX

0.68%

CBA.AX

0.47%

CPU.AX

0.31%

CEN.AX

1.43%

CXO.AX

3.51%

CRN.AX

-4.35%

CCP.AX

1.53%

CMW.AX

1.28%

CSL.AX

-0.74%

CCL.AX

4.08%

DBI.AX

1.35%

DTL.AX

-0.44%

DTR.AX

-2.3%

DYL.AX

1.63%

DRR.AX

-1.88%

DVP.AX

1.45%

DXS.AX

1.02%

DXI.AX

2.59%

DDR.AX

-1.26%

DGT.AX

1.37%

DUI.AX

-1.36%

DJW.AX

-1.39%

DMP.AX

-0.56%

DOW.AX

0.37%

DPM.AX

-1.07%

DRO.AX

-0.86%

DUR.AX

-0.36%

DNL.AX

-1.2%

APE.AX

-0.34%

EBO.AX

-2.8%

EIQ.AX

-0.56%

ELD.AX

-0.65%

EOS.AX

-1.49%

ELV.AX

-3.32%

ELS.AX

-4.52%

EHL.AX

-0.39%

EMR.AX

-0.81%

EDV.AX

-0.61%

ERA.AX

14.29%

EQR.AX

-2.86%

EQT.AX

2.16%

EVN.AX

-2.66%

EVT.AX

0.74%

FCL.AX

-9.48%

FFM.AX

3.47%

FPH.AX

-0.28%

FPR.AX

-0.39%

FBU.AX

-1.57%

FLT.AX

-0.18%

FML.AX

1.12%

FRS.AX

1.04%

FMG.AX

-1.32%

FRW.AX

-0.93%

FGX.AX

0.37%

FGG.AX

1.27%

GLN.AX

2.38%

GLF.AX

-0.46%

GDG.AX

1.19%

GNE.AX

2.22%

GMD.AX

0.15%

GTK.AX

-3.4%

GNP.AX

3.41%

GMG.AX

0.54%

GPT.AX

1.09%

GQG.AX

0.85%

GNG.AX

GNC.AX

-0.6%

GGP.AX

GOZ.AX

0.94%

GCI.AX

GYG.AX

1.72%

GWA.AX

HSN.AX

-1.92%

HVN.AX

-2.29%

HGH.AX

1.04%

HM1.AX

HLI.AX

1.12%

HMC.AX

-1.69%

HDN.AX

1.24%

HUB.AX

0.49%

IEL.AX

0.5%

IGO.AX

0.12%

ILU.AX

-0.13%

IMD.AX

-2.01%

IMR.AX

0.83%

IFT.AX

0.8%

INA.AX

-0.49%

ING.AX

0.98%

IFL.AX

IAG.AX

0.84%

IDX.AX

IPG.AX

1.44%

IPX.AX

1.13%

IPH.AX

1.76%

IRE.AX

-1.44%

JHX.AX

0.62%

JBH.AX

-0.67%

JDO.AX

1.02%

JIN.AX

-0.12%

JMS.AX

KAR.AX

0.76%

KLS.AX

-2.2%

KCN.AX

3.78%

KKC.AX

GLS.AX

0.56%

L1G.AX

-3.51%

LSF.AX

0.24%

LRV.AX

1.65%

LFS.AX

LLC.AX

LFG.AX

-0.29%

360.AX

-3.28%

LIC.AX

-0.65%

LNW.AX

-0.55%

LIN.AX

-0.55%

LTR.AX

2.36%

LOV.AX

1.08%

LYL.AX

-0.9%

LYC.AX

-0.41%

MA1.AX

-0.51%

MAF.AX

0.28%

MGH.AX

2.38%

MAH.AX

0.59%

MQG.AX

0.5%

MAQ.AX

-0.18%

MAD.AX

-3.21%

MFG.AX

1.18%

MAU.AX

1.29%

MMS.AX

-0.58%

MPL.AX

1.57%

MP1.AX

-2.04%

MCY.AX

1.34%

MEZ.AX

MSB.AX

4.43%

MLX.AX

2.08%

MTS.AX

-0.65%

MOT.AX

-0.29%

MXT.AX

1.04%

MFF.AX

-0.64%

MIN.AX

-0.41%

MI6.AX

5.37%

MIR.AX

1.54%

MGR.AX

0.87%

MND.AX

-1.28%

MYS.AX

2.16%

NAN.AX

1.09%

NAB.AX

-0.31%

NSR.AX

NGI.AX

-1.87%

NWL.AX

2.25%

NEU.AX

-0.48%

NHC.AX

-2.63%

NMG.AX

2.04%

NEM.AX

-0.55%

NWS.AX

-1.08%

NXG.AX

-1.87%

NXT.AX

-0.62%

NHF.AX

1.39%

NCK.AX

0.87%

NIC.AX

-0.52%

NEC.AX

-0.49%

NST.AX

0.04%

NWH.AX

1.84%

NUF.AX

-1.71%

OCL.AX

-3.49%

OBL.AX

5.9%

OML.AX

0.53%

OPH.AX

0.74%

OBM.AX

-1.11%

ORI.AX

0.42%

ORG.AX

0.24%

ORA.AX

-8.33%

PDN.AX

2.03%

PNR.AX

PPC.AX

-0.78%

PPM.AX

-4.02%

PRN.AX

1.46%

PPT.AX

-1.9%

PCI.AX

PRU.AX

1.43%

PXA.AX

-2.25%

PNI.AX

2.24%

PL8.AX

PLS.AX

1.13%

PGF.AX

1.37%

PNV.AX

2.66%

PDI.AX

-2.11%

PMV.AX

-0.31%

PME.AX

-0.36%

PFP.AX

-2.01%

PWH.AX

-0.66%

PYC.AX

5.38%

QAN.AX

1.1%

QBE.AX

-0.49%

QAL.AX

0.4%

QRI.AX

0.65%

QUB.AX

0.2%

RAC.AX

-1.08%

RMS.AX

-3.19%

RHC.AX

-1.54%

REA.AX

-0.58%

RDX.AX

2.72%

REH.AX

-2.81%

RF1.AX

-0.87%

RPL.AX

0.78%

RG1.AX

3.07%

RGN.AX

1.33%

REG.AX

-1.28%

RRL.AX

-1.07%

RWC.AX

0.32%

RMD.AX

-1.22%

RSG.AX

-0.33%

SGLLV.AX

-1.44%

RIC.AX

RIO.AX

-0.31%

RXR.AX

-2.56%

RXL.AX

1.09%

RFF.AX

RYM.AX

SFR.AX

-0.23%

SMI.AX

-2.16%

STO.AX

-0.63%

SCG.AX

0.86%

SEK.AX

-1.21%

SHV.AX

-1.88%

SRV.AX

-1.16%

SSM.AX

1.76%

SGH.AX

-0.73%

SHA.AX

2.89%

SIG.AX

-0.37%

SLX.AX

1.42%

SGM.AX

0.15%

SDR.AX

SKS.AX

6.52%

SKC.AX

0.87%

SIQ.AX

0.34%

SHL.AX

-0.5%

S32.AX

1.09%

SX2.AX

2.04%

SXE.AX

4.11%

SPK.AX

-0.28%

SRG.AX

0.73%

SBM.AX

2.11%

SGQ.AX

-3.7%

SMR.AX

-3.4%

SDF.AX

SGP.AX

1.23%

STK.AX

SNZ.AX

-2.76%

SUN.AX

1.19%

SRL.AX

2.64%

SUL.AX

-4.05%

SLC.AX

-0.62%

SNL.AX

1.3%

SYL.AX

-1.32%

TAH.AX

1.03%

TEA.AX

1.68%

TNE.AX

-0.72%

TLX.AX

7.33%

TLS.AX

TPW.AX

-2.26%

A2M.AX

0.33%

TLC.AX

0.54%

SGR.AX

-4.17%

TVN.AX

13.18%

TWR.AX

-0.63%

TPG.AX

3.17%

TCL.AX

-1.87%

TWE.AX

0.76%

TUA.AX

0.5%

TCG.AX

3.2%

TRA.AX

UNI.AX

2.15%

VAU.AX

0.43%

VNT.AX

0.19%

VCX.AX

3.23%

VGN.AX

-2%

VEA.AX

0.4%

VUL.AX

-1.06%

VSL.AX

-0.53%

WA1.AX

-1.87%

WGN.AX

WAM.AX

1.15%

WGB.AX

-1.3%

WLE.AX

-0.35%

SOL.AX

-1.24%

WPR.AX

1.26%

WEB.AX

-1.47%

WBT.AX

1.34%

WES.AX

-0.26%

WAF.AX

1.21%

WGX.AX

-1.04%

WBC.AX

0.28%

WHF.AX

-1%

WHC.AX

-3.22%

WIA.AX

WC8.AX

-1.3%

WTC.AX

-2.56%

WDS.AX

-0.15%

WOW.AX

-0.94%

WOR.AX

0.42%

XRO.AX

-2.66%

YAL.AX

-2.96%

ZIM.AX

0.45%

ZIP.AX

3.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.59	-0.21	-0.14
SSO ASX Small Caps	15.86	-0.04	-0.25
IVV S&P 500	64.23	0.16	0.25
NDQ Nasdaq	52.34	0.24	0.46
F100 FTSE 100	15.18	-0.11	-0.72
ASIA Asia Tech	15.99	0.42	2.7
IEU Europe	99.95	0.04	0.04
IEM Emerging Markets	86.38	0.67	0.78
Gold Gold	61.72	0.22	0.36
ACDC Battery Tech	153.96	0.19	0.12

COMMODITIES	Close($)	-/+	%
Gold	4,749.16	-14.4635	-0.3
Silver	75.35	0.2811	0.37
Platinum	2,055.24	-47.7966	-2.27
Palladium	1,547.03	-10.3636	-0.67
Ice Brent Crude	96.41	1.66	1.75
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7052	-0.0027	-0.38
Euro	1.1679	-0.002	-0.17
British Pound	1.3412	-0.0021	-0.16
Canadian Dollar	1.3842	0.0028	0.2
New Zealand Dollar	0.5834	-0.0025	-0.43
Chinese Yuan	6.8345	0.0031	0.05
Japanese Yen	159.3400	0.42	0.26

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	-3.42%	108.93%	0.29 0.75
BGL	Bellevue Gold Ltd	1.81	-3.21%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	53.98	-1.06%	59.72%	34.73 59.39
FMG	Fortescue Ltd	20.26	-1.32%	44.58%	14.31 23.38
NHC	New Hope Corporation Ltd	5.18	-2.63%	52.87%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.12	-3.22%	81.21%	4.61 9.90
NEM	Newmont Cdi	167.80	-0.55%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.31	-1.87%	0.00%	6.92 20.47
SFR	Sandfire Resources Ltd	17.37	-0.23%	113.62%	8.81 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	14.29
TVN	Tivan	0.37	13.18
4DX	4dmedical	6.80	8.11
TLX	Telix Pharmaceut	14.64	7.33
SKS	Sks Technologies	4.90	6.52
AYA	Artrya	3.90	5.98
OBL	Omni Bridgeway	1.80	5.9
PYC	Pyc Therapeutics	1.18	5.38
MI6	Minerals 260	0.79	5.37
BC8	Black Cat Syndic	1.24	4.64

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ARU	Arafura Rare Ear	0.29	-9.52
FCL	Fineos Corporati	2.10	-9.48
ORA	Orora	1.49	-8.33
ELS	Elsight	6.76	-4.52
CRN	Coronado Global	0.33	-4.35
SGR	The Star Enterta	0.12	-4.17
SUL	Super Retail Gro	12.56	-4.05
PPM	Pepper Money	1.79	-4.02
AIZ	Air New Zealand	0.37	-3.9
CIA	Champion Iron	5.23	-3.86

OPINION

Latest Market Matters Opinions

10/04/2026 17:01

Broker Moves

• Aspen Group Raised to Buy at Moelis & Company; PT A$5.98 • Sigma Healthcare Raised to Buy at Morgans Financial Limited • Perseus Raised to Buy at Citi; PT A$7 • Regis Resources Raised to Neutral at Citi; PT A$8.10 • IGO Raised to Hold at Jefferies; PT A$8 • Mineral Resources Raised to Hold at Jefferies; PT A$55 • PLS Group Raised to Buy at Jefferies; PT A$6 • Orora Cut to Neutral at Jarden Securities; PT A$1.80 • Aspen Group Rated New Overweight at Jarden Securities; PT A$5.65 • SkyCity Raised to Buy at UBS; PT NZ$0.88 • Orora Raised to Neutral at Barrenjoey; PT A$1.70 • Liontown Raised to Neutral at Goldman; PT A$1.75

10/04/2026 17:01

What Mattered Today

The local market softened today, though not by much, with the ASX200 index still capping off a strong week, rising +3.3% over the period as markets continued to rebound following the US-Iran ceasefire.

ACTION

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Market Matters Content

ETF Friday: Four ETFs Caught in the AI Crossfire – Winners and Losers

Morning report 10/04/2026

Afternoon Report

The Match Out: ASX takes a breather after its best week in months

Afternoon report 10/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

MIN

NHF

JDO

NEM

CIA

VALE US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Morning Report

ETF Friday: Four ETFs Caught in the AI Crossfire – Winners and Losers

Morning report 10/04/2026

Afternoon Report

The Match Out: ASX takes a breather after its best week in months

Afternoon report 10/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

MIN

NHF

JDO

NEM

CIA

VALE US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Opinion + Action