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ANALYSIS

Market Analysis

4DX.AX

-5.45%

ABG.AX

-4.41%

ASK.AX

-1.09%

AGL.AX

1.08%

A1M.AX

-0.71%

AIZ.AX

0%

AAI.AX

-1.07%

ALK.AX

-2.49%

A4N.AX

0.39%

ALQ.AX

0.09%

AMC.AX

0.36%

AOV.AX

0.16%

AMP.AX

2.1%

ALD.AX

0.52%

ANN.AX

1.49%

ANZ.AX

1.08%

APA.AX

1.03%

ARU.AX

1.06%

ARB.AX

0.26%

ARF.AX

0.78%

ARG.AX

0.99%

ALL.AX

0.78%

AYA.AX

7.33%

APZ.AX

1.34%

ASX.AX

0.78%

ALX.AX

0.29%

AUB.AX

1.09%

AIA.AX

1.28%

AZJ.AX

0.24%

ABB.AX

0.41%

ASB.AX

2.25%

AAC.AX

2.33%

AFI.AX

2.47%

AUI.AX

0.45%

BOQ.AX

0.48%

BMN.AX

0.63%

BCI.AX

1.92%

BPT.AX

-1.46%

BGA.AX

0.77%

BGL.AX

-2.98%

BEN.AX

1.19%

BNZ.AX

-3.42%

BHP.AX

-0.9%

BKI.AX

0.84%

BC8.AX

-3.01%

XYZ.AX

1.31%

BSL.AX

-3.89%

BMC.AX

0%

BXB.AX

0.56%

BVS.AX

0%

BRE.AX

1.14%

BRG.AX

0.44%

BGP.AX

0%

BFL.AX

0%

BWP.AX

0.52%

CMM.AX

3.38%

CSC.AX

0.15%

CAR.AX

0.9%

CIN.AX

0%

CYL.AX

-2.13%

CAT.AX

2.69%

CWP.AX

-0.29%

CNI.AX

1.27%

CIP.AX

0.49%

COF.AX

0.56%

CGF.AX

1.63%

CIA.AX

-0.63%

CHI.AX

0%

CHC.AX

0.82%

CLW.AX

-0.4%

CQR.AX

0.76%

CQE.AX

0.74%

CNU.AX

1.29%

C79.AX

1.05%

CVL.AX

0%

CU6.AX

3.33%

CWY.AX

0.21%

CUV.AX

0.68%

CBO.AX

2.7%

COH.AX

-0.79%

CDA.AX

2.12%

COL.AX

0.53%

CKF.AX

-2.15%

CBA.AX

1.39%

CPU.AX

3%

CEN.AX

1.32%

CXO.AX

-6.12%

CCP.AX

1.3%

CMW.AX

-1.69%

CSL.AX

-0.09%

CCL.AX

1.01%

DBI.AX

1.14%

DTL.AX

1.32%

DTR.AX

-1.85%

DYL.AX

-0.7%

DRR.AX

0.11%

DVP.AX

-1.02%

DXS.AX

0.27%

DXI.AX

0%

DDR.AX

1.6%

DGT.AX

-1.64%

DJW.AX

1.07%

DMP.AX

-3.5%

DOW.AX

-0.24%

DPM.AX

-2.05%

DRO.AX

5.36%

DUR.AX

-0.38%

DNL.AX

-0.52%

APE.AX

-1.81%

EBO.AX

0.24%

EIQ.AX

0%

ELD.AX

0.78%

EOS.AX

4.45%

ELV.AX

-4.75%

ELS.AX

5.18%

EMR.AX

-2.28%

EDV.AX

-1.2%

ERA.AX

0%

EQR.AX

-6.25%

EUR.AX

3.75%

EVN.AX

-5%

EVT.AX

0.04%

FCL.AX

-0.45%

FFM.AX

-1.14%

FPH.AX

0.38%

FPR.AX

-2.07%

FBU.AX

1.28%

FLT.AX

-1%

FRS.AX

0%

FMG.AX

-1.02%

FRW.AX

0%

FGX.AX

0.37%

FGG.AX

0.3%

GLF.AX

0.43%

GDG.AX

-0.28%

GNE.AX

1.69%

GMD.AX

-2.37%

GNP.AX

-0.05%

GMG.AX

0.23%

GPT.AX

0.3%

GQG.AX

0.87%

GNG.AX

0.58%

GNC.AX

-0.6%

GGP.AX

-4.33%

GOZ.AX

0.46%

GCI.AX

0.48%

GYG.AX

0.05%

GWA.AX

1.79%

HSN.AX

0.45%

HVN.AX

0.41%

HGH.AX

0%

HM1.AX

0.34%

HLI.AX

0%

HMC.AX

-2.66%

HDN.AX

0.77%

HUB.AX

0.54%

IEL.AX

0%

IGO.AX

-3.83%

ILU.AX

-1.71%

IMD.AX

-0.36%

IMR.AX

0.96%

IFT.AX

1.76%

INA.AX

2.11%

ING.AX

1.42%

IAG.AX

1.37%

IDX.AX

-0.5%

IPG.AX

0.17%

IPX.AX

3.25%

IPH.AX

0.53%

IRE.AX

-1.12%

JHX.AX

-0.83%

JBH.AX

-1.97%

JDO.AX

3.02%

JMS.AX

-0.91%

KAR.AX

2.73%

KLS.AX

0.46%

KCN.AX

-5.56%

KKC.AX

0.99%

GLS.AX

0.25%

LGF.AX

-2.55%

L1G.AX

0.45%

LSF.AX

1.73%

LRV.AX

-0.41%

LFS.AX

0%

LLC.AX

1.87%

LFG.AX

0.32%

360.AX

5.06%

LIC.AX

1.71%

LNW.AX

-0.56%

LIN.AX

-2.11%

LTR.AX

-6.17%

LOV.AX

0.42%

LYL.AX

-1.64%

LYC.AX

-4.37%

MA1.AX

0.25%

MAF.AX

-0.5%

MGH.AX

1.8%

MAH.AX

-1.79%

MQG.AX

1%

MAQ.AX

-0.7%

MAD.AX

-0.26%

MFG.AX

0.52%

MMS.AX

0.93%

MPL.AX

1.21%

MP1.AX

3.75%

MCY.AX

2.12%

MEZ.AX

1.28%

MSB.AX

-2.18%

MLX.AX

-4.31%

MTS.AX

-0.33%

MOT.AX

-0.61%

MXT.AX

0%

MMI.AX

0.84%

MFF.AX

1.58%

MIN.AX

-4.05%

MI6.AX

-7.06%

MIR.AX

0%

MGR.AX

1.27%

MND.AX

-0.13%

MYR.AX

0%

MYS.AX

1.08%

NAN.AX

-0.31%

NAB.AX

1.33%

NGI.AX

0%

NWL.AX

0.02%

NEU.AX

2.59%

NHC.AX

-0.38%

NEM.AX

-1.31%

NWS.AX

-0.11%

NXG.AX

0.07%

NXT.AX

-0.58%

NHF.AX

0.43%

NCK.AX

0.85%

NIC.AX

2.75%

NEC.AX

1.14%

NST.AX

-4.47%

NWH.AX

0.83%

NUF.AX

-0.73%

OCL.AX

0.1%

OML.AX

0.34%

OPH.AX

-10.79%

OBM.AX

-4.89%

ORI.AX

-0.08%

ORG.AX

0.92%

ORA.AX

0.54%

PDN.AX

0.16%

PNR.AX

-4.92%

PPC.AX

0%

PPM.AX

-1.29%

PRN.AX

-1.93%

PPT.AX

1.22%

PCI.AX

0.46%

PRU.AX

-4.65%

PXA.AX

-0.76%

PNI.AX

0.2%

PL8.AX

-0.36%

PLS.AX

-4.23%

PGF.AX

0.46%

PNV.AX

-0.81%

PDI.AX

-4.23%

PMV.AX

0.67%

PME.AX

1.85%

PWH.AX

1.16%

PYC.AX

-0.3%

QAN.AX

0%

QBE.AX

0.4%

QAL.AX

-1.95%

QRI.AX

0.16%

QUB.AX

0.2%

RMS.AX

-2.61%

RHC.AX

-0.17%

REA.AX

0.72%

RDX.AX

-0.74%

REH.AX

1.85%

RF1.AX

-5.16%

RPL.AX

3.24%

RG1.AX

0.83%

RGN.AX

0%

REG.AX

0.31%

RRL.AX

-5.94%

RWC.AX

0.39%

RMD.AX

-1.93%

RSG.AX

-7.04%

SGLLV.AX

-5.79%

RIC.AX

1.12%

RIO.AX

-1.57%

RXL.AX

-1.28%

RFF.AX

0.25%

RYM.AX

0%

SFR.AX

0.05%

STO.AX

0.07%

SCG.AX

0.64%

SEK.AX

1.06%

SHV.AX

-1.83%

SRV.AX

1.98%

SSM.AX

0%

SGH.AX

0.83%

SHA.AX

1.58%

SIG.AX

-0.36%

SLX.AX

-0.19%

SGM.AX

-2.46%

SDR.AX

0.37%

SKS.AX

-0.11%

SKC.AX

-1.08%

SIQ.AX

1.18%

SHL.AX

0.17%

S32.AX

-1.51%

SX2.AX

-1.22%

SXE.AX

0.63%

SPK.AX

-0.32%

SRG.AX

0.5%

SBM.AX

-3.16%

SMR.AX

-3.38%

SDF.AX

0.78%

SGP.AX

1.56%

SNZ.AX

0.43%

SUN.AX

0.31%

SRL.AX

1.36%

SUL.AX

0.72%

SLC.AX

0.61%

SNL.AX

0.34%

SYL.AX

0.68%

TAH.AX

0%

TEA.AX

0.64%

TNE.AX

0.76%

TLX.AX

1.95%

TLS.AX

-0.97%

TPW.AX

-0.16%

A2M.AX

1.21%

TLC.AX

0.53%

SGR.AX

0%

TVN.AX

5.66%

THL.AX

3.96%

TWR.AX

0.33%

TPG.AX

-0.83%

TCL.AX

1.26%

TWE.AX

-0.31%

TUA.AX

-0.44%

TRA.AX

0%

UNI.AX

-0.26%

VAU.AX

-6.35%

VNT.AX

-4.82%

VCX.AX

0.95%

VGN.AX

-0.49%

VEA.AX

-0.24%

VUL.AX

-1.5%

VSL.AX

-0.38%

VYS.AX

1.98%

WA1.AX

-1.16%

WGN.AX

-2.22%

WAM.AX

1.35%

WGB.AX

-0.48%

WLE.AX

0.75%

SOL.AX

2.02%

WPR.AX

0%

WQG.AX

1.33%

WEB.AX

-1.33%

WBT.AX

0%

WES.AX

0.47%

WAF.AX

-5.18%

WGX.AX

-3.81%

WBC.AX

1.22%

WHF.AX

1.96%

WHC.AX

-3.39%

WIA.AX

-0.55%

WC8.AX

-6.93%

WTN.AX

0%

WTC.AX

-0.71%

WDS.AX

-0.54%

WOW.AX

-0.05%

WOR.AX

-1.05%

XRO.AX

2.13%

YAL.AX

-1.81%

ZIM.AX

-1.16%

ZIP.AX

-1.44%

POPULAR ETFs Close($) +/- %
A200

ASX 200

148.20

0.14

0.09

SSO

ASX Small Caps

14.64

0.04

0.27

IVV

S&P 500

72.08

0.67

0.94

NDQ

Nasdaq

63.76

1.08

1.72

F100

FTSE 100

15.37

0.08

0.52

ASIA

Asia Tech

22.58

-0.02

-0.09

IEU

Europe

105.73

0.71

0.68

IEM

Emerging Markets

98.95

0.21

0.21

Gold

Gold

53.00

-0.89

-1.65

ACDC

Battery Tech

158.11

0.79

0.5

COMMODITIES Close($) -/+ %
Gold

3,963.28

-52.7447

-1.31

Silver

56.99

-1.3035

-2.24

Platinum

1,559.31

-15.2525

-0.97

Palladium

1,205.75

-7.6511

-0.63

Ice Brent Crude

72.55

0.56

0.78

CURRENCIES Close($) -/+ %
Australian Dollar

0.6868

-0.0018

-0.26

Euro

1.1411

-0.0009

-0.08

British Pound

1.3237

-0.0019

-0.14

Canadian Dollar

1.4221

0.0014

0.1

New Zealand Dollar

0.5642

-0.0007

-0.12

Chinese Yuan

6.7936

-0.0044

-0.06

Japanese Yen

162.2500

0.34

0.21

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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

-0.71%

118.75%

0.30

0.79

BGL  

Bellevue Gold Ltd

1.22

-3.57%

0.00%

0.78

2.00

BHP  

Bhp Group Ltd

59.33

-0.82%

59.39%

36.36

65.98

FMG  

Fortescue Ltd

19.32

-1.02%

26.26%

15.16

23.38

NHC  

New Hope Corporation Ltd

5.32

-0.28%

43.28%

3.73

6.17

WHC  

Whitehaven Coal Ltd

7.77

-2.51%

44.38%

5.47

9.90

NEM  

Newmont Cdi

135.19

-1.68%

0.00%

87.37

190.91

NXG  

Nexgen Ene Cdi

14.03

0%

0.00%

9.66

20.47

SFR  

Sandfire Resources Ltd

19.06

0.26%

67.78%

10.11

21.75

10 Top Gainers | <$500m

Code Company Last($) % Chg
AYA

Artrya

5.71

7.33

TVN

Tivan

0.28

5.66

DRO

Droneshield

2.46

5.36

ELS

Elsight

7.11

5.18

360

Life360 Inc.

27.60

5.06

EOS

Electro Optic Sy

10.09

4.45

THL

Tourism Holdings

2.36

3.96

EUR

European Lithium

0.42

3.75

MP1

Megaport

21.05

3.75

CMM

Capricorn Metals

13.00

3.38

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
OPH

Ophir High Convi

2.48

-10.79

MI6

Minerals 260

0.76

-7.06

RSG

Resolute Mining

0.96

-7.04

WC8

Wildcat Resource

0.47

-6.93

VAU

Vault Minerals

4.21

-6.35

EQR

Eq Resources

0.26

-6.25

LTR

Liontown

1.56

-6.17

CXO

Core Lithium

0.23

-6.12

RRL

Regis Resources

6.10

-5.94

SGLLV

Ricegrowers

14.32

-5.79

OPINION

Latest Market Matters Opinions

Sims Ltd (ASX: SGM) $28.00

Global metals recycling and resource recovery company Sims has surged +56% through 2026 with this time the AI build-out being a driving factor, which we touched on when they upgraded earnings earlier in the year here. As is so often the case in both upgrade and downgrade cycles, things can repeat, and SGM lifted guidance again this month:

Read more

QBE Insurance (ASX: QBE) $24.96

Insurer QBE has advanced +25% so far this year, hitting our initial ~$25 target area. Similar to WOW, we believe QBE is one of the ASX's most compelling AI cost-saving opportunities. The February short & sharp sell-off on disruption fears missed the fact that insurance is ideally suited to AI, with claims processing, underwriting, fraud detection and customer service all ripe for automation. Given QBE's global scale and complex legacy systems, even modest productivity gains should materially boost earnings, making AI more of a tailwind than a threat.

Read more
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