scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

AAI.AX

-1.75%

29M.AX

4DX.AX

4.2%

ABG.AX

-1.84%

AIS.AX

AGL.AX

1.42%

A1M.AX

1.15%

AIZ.AX

0.81%

ALK.AX

2.26%

A4N.AX

-5.45%

ALQ.AX

-0.05%

AMC.AX

-1.24%

AOV.AX

-3.61%

AMP.AX

2.05%

AEL.AX

-1.95%

ALD.AX

-3.11%

ANN.AX

0.02%

ANZ.AX

1.96%

APA.AX

0.64%

ARU.AX

-3.03%

ARB.AX

-4.03%

ARF.AX

0.43%

ARG.AX

ALL.AX

-0.62%

APZ.AX

-1.05%

ASX.AX

0.25%

ALX.AX

1.57%

AIA.AX

0.9%

AXQ.AX

0.59%

AMI.AX

1.16%

AZJ.AX

1.63%

AFI.AX

0.29%

AUC.AX

1.57%

ABB.AX

-1.93%

ASB.AX

-3.54%

AUB.AX

-0.64%

AAC.AX

ACL.AX

-1.02%

AUI.AX

-0.25%

BOQ.AX

2.04%

BMN.AX

0.64%

BAP.AX

-1.92%

BCI.AX

-0.88%

BPT.AX

-2.3%

BGA.AX

-1.09%

BGL.AX

0.34%

BEN.AX

0.78%

BNZ.AX

BHP.AX

2.45%

BKI.AX

0.28%

BC8.AX

XYZ.AX

3.35%

BSL.AX

3.51%

BOE.AX

1.1%

BXB.AX

0.16%

BVS.AX

2.52%

BRE.AX

-4.89%

BRG.AX

0.97%

BTR.AX

2.27%

BFL.AX

BWP.AX

-0.56%

CMM.AX

0.34%

CSC.AX

2.28%

CAR.AX

-0.79%

CIN.AX

-0.29%

CYL.AX

0.35%

CAT.AX

-0.93%

CWP.AX

-2.78%

CNI.AX

CIP.AX

-0.35%

CGF.AX

0.4%

CIA.AX

-0.36%

CLW.AX

-0.61%

CHC.AX

-1.43%

CQR.AX

-1.14%

CQE.AX

-0.44%

CNU.AX

-1.33%

C79.AX

1.85%

CVL.AX

-2.91%

CU6.AX

4.07%

CWY.AX

-3.62%

CBO.AX

1.38%

COH.AX

0.9%

CDA.AX

1.55%

CGS.AX

10.14%

COL.AX

0.26%

CKF.AX

CPU.AX

-0.74%

CEN.AX

-0.43%

CXO.AX

-6.12%

CCP.AX

-1.51%

CMW.AX

-1.47%

CSL.AX

0.53%

CCL.AX

-1.83%

CBA.AX

1.15%

DYL.AX

-4.08%

DBI.AX

DRR.AX

0.51%

DVP.AX

1.64%

DXI.AX

DXS.AX

-0.35%

DDR.AX

1.87%

DGT.AX

-2.94%

DJW.AX

0.68%

DMP.AX

-1.35%

DOW.AX

0.87%

DPM.AX

5.88%

DRO.AX

-2.24%

DUR.AX

-1.36%

DNL.AX

-0.25%

APE.AX

-1.37%

EBO.AX

4.25%

ELD.AX

2.35%

EOS.AX

-3.95%

ELV.AX

-4.8%

ELS.AX

-3.63%

EHL.AX

1.18%

EMR.AX

1.81%

EDV.AX

-0.33%

DTL.AX

-0.65%

EQR.AX

-7.69%

EQT.AX

-2.16%

EUR.AX

-1.33%

EVN.AX

-0.3%

EVT.AX

-1.02%

FPH.AX

1.61%

FDC.AX

-1.79%

FCL.AX

-4.77%

FFM.AX

-2.21%

FPR.AX

FBU.AX

-1.82%

FLT.AX

-0.29%

FML.AX

-1.64%

FRS.AX

1.56%

FMG.AX

2.87%

FRW.AX

-0.1%

FGX.AX

-0.38%

FGG.AX

GLF.AX

-1.12%

GDG.AX

-2.51%

GNE.AX

GMD.AX

0.68%

GNP.AX

0.87%

GMG.AX

-1.91%

GPT.AX

-0.44%

GQG.AX

GNG.AX

3.25%

GNC.AX

GGP.AX

1.19%

G6M.AX

-3.16%

GOZ.AX

-0.52%

GCI.AX

-0.5%

GYG.AX

1.36%

GWA.AX

-1.46%

HSN.AX

-0.89%

HVN.AX

-0.48%

HGH.AX

2.05%

HM1.AX

-0.35%

HLI.AX

-1.31%

HMC.AX

-2.68%

HDN.AX

-0.46%

HUB.AX

0.97%

IEL.AX

-0.45%

IGO.AX

-3.13%

ILU.AX

-3.7%

IMD.AX

-1.48%

IMR.AX

4.69%

IFT.AX

0.56%

INA.AX

ING.AX

-0.48%

IAG.AX

1.35%

IDX.AX

-1.4%

IPG.AX

-0.32%

IPX.AX

5.91%

IPH.AX

-1.14%

IRE.AX

-1.42%

JHX.AX

-0.55%

JBH.AX

-0.53%

JDO.AX

0.56%

JMS.AX

KAR.AX

-0.94%

KLS.AX

1.53%

KCN.AX

0.85%

KKC.AX

GLS.AX

0.53%

L1G.AX

LSF.AX

0.22%

LGF.AX

-0.45%

LFS.AX

0.63%

LLC.AX

LFG.AX

-1.55%

360.AX

0.88%

LNW.AX

-1.95%

LIN.AX

-3.26%

LTR.AX

-2.6%

LOV.AX

1.19%

LYL.AX

-0.04%

LYC.AX

-3.14%

MA1.AX

-1.87%

MAF.AX

0.43%

MGH.AX

-15.12%

MAH.AX

4.5%

MQG.AX

2.05%

MAQ.AX

-0.65%

MAD.AX

-1.86%

MFG.AX

-0.12%

MMS.AX

-2.02%

MPL.AX

MP1.AX

4.79%

MCY.AX

-4.29%

MEZ.AX

3.46%

MSB.AX

MLX.AX

-0.49%

MTS.AX

1.66%

MEI.AX

-2.08%

MOT.AX

0.33%

MXT.AX

-0.58%

MFF.AX

-0.38%

MIN.AX

-0.57%

MI6.AX

0.61%

MIR.AX

MGR.AX

-1.36%

MND.AX

0.39%

MYS.AX

NAN.AX

0.35%

NAB.AX

2.26%

NGI.AX

-2.17%

NWL.AX

0.63%

NEU.AX

0.05%

NHC.AX

1.35%

NMG.AX

-6.06%

NEM.AX

0.42%

NWS.AX

0.07%

NXG.AX

2.28%

NXT.AX

-2.12%

NHF.AX

-0.76%

NCK.AX

-1.75%

NIC.AX

-1.99%

NEC.AX

-2.96%

NST.AX

2.5%

NWH.AX

1.32%

NUF.AX

-1.86%

NXL.AX

0.29%

OCL.AX

-2.1%

OML.AX

OPH.AX

0.87%

OBM.AX

-1.37%

ORI.AX

-0.3%

ORG.AX

-1.14%

ORA.AX

-1.77%

PDN.AX

0.6%

PNR.AX

-0.33%

PDI.AX

1.12%

PPC.AX

-0.32%

PPM.AX

0.88%

PRN.AX

-0.45%

PPT.AX

-0.4%

PCI.AX

0.47%

PRU.AX

0.63%

PXA.AX

-2.3%

PNI.AX

2.43%

PL8.AX

0.72%

PLS.AX

-3.71%

PGF.AX

-0.62%

PNV.AX

1.6%

PMV.AX

0.4%

PME.AX

1.59%

PWH.AX

1.14%

PYC.AX

-2.45%

QAN.AX

0.35%

QBE.AX

0.04%

QRI.AX

-0.69%

QAL.AX

-0.46%

RMS.AX

-0.26%

RHC.AX

-1.08%

REA.AX

-0.83%

RDX.AX

-0.58%

REH.AX

-0.24%

RF1.AX

2.14%

RG1.AX

-1.22%

RPL.AX

-2.68%

RGN.AX

-0.45%

REG.AX

1.37%

RRL.AX

-0.56%

RWC.AX

RMD.AX

1.1%

RSG.AX

2.23%

SGLLV.AX

-2.96%

RIC.AX

0.4%

RIO.AX

1.6%

RXL.AX

1.52%

RFF.AX

0.26%

RYM.AX

4.44%

SFR.AX

3.54%

STO.AX

SCG.AX

-1.16%

SEK.AX

1.75%

SHV.AX

-0.48%

SRV.AX

-2.47%

SGH.AX

0.13%

SHA.AX

-2.18%

SIG.AX

1.49%

SLX.AX

0.75%

SGM.AX

1.08%

SDR.AX

1.49%

SKS.AX

-0.91%

SKC.AX

3.85%

SIQ.AX

-2.32%

SHL.AX

-0.32%

S32.AX

2.04%

SX2.AX

0.09%

SPK.AX

-1.89%

SRG.AX

1.83%

SSM.AX

0.89%

SBM.AX

0.63%

SMR.AX

2.73%

SDF.AX

0.17%

SXE.AX

7.78%

SGP.AX

-2.8%

SKG.AX

-0.93%

SNZ.AX

5.77%

SUN.AX

1.21%

SRL.AX

1.17%

SUL.AX

-1.18%

SLC.AX

-2.38%

SNL.AX

-1.22%

SYL.AX

-0.74%

TAH.AX

-0.58%

TEA.AX

4.38%

TNE.AX

-0.51%

TLX.AX

2.84%

TLS.AX

-2.52%

TPW.AX

-3.15%

A2M.AX

-1.78%

TLC.AX

-1.54%

SGR.AX

TWR.AX

1.22%

TPG.AX

-4.9%

TCL.AX

0.15%

TWE.AX

0.71%

TUA.AX

-3.93%

TCG.AX

-1.19%

TRA.AX

UNI.AX

1.49%

VAU.AX

0.82%

VNT.AX

-0.16%

VCX.AX

-0.43%

VGN.AX

-1.82%

VMM.AX

0.84%

VGL.AX

-1.31%

VEA.AX

-0.93%

VUL.AX

-3.52%

VSL.AX

-5.85%

WA1.AX

-0.12%

WGN.AX

-1.08%

WGB.AX

1.27%

WLE.AX

WAM.AX

0.5%

SOL.AX

-2.16%

WPR.AX

-1.42%

WQG.AX

-0.5%

WEB.AX

-0.58%

WBT.AX

-1.43%

WES.AX

0.04%

WAF.AX

1.08%

WGX.AX

1.76%

WBC.AX

2.7%

WHF.AX

-0.32%

WHC.AX

1.3%

WIA.AX

WTC.AX

1.31%

WDS.AX

-0.43%

WOW.AX

-1.31%

WOR.AX

0.21%

XRO.AX

2.81%

YAL.AX

0.86%

ZIM.AX

-5.93%

ZIP.AX

5.56%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.54	0.99	0.68
SSO ASX Small Caps	14.12	0.03	0.21
IVV S&P 500	74.66	0.5	0.67
NDQ Nasdaq	64.62	0.27	0.42
F100 FTSE 100	15.10	0.15	1
ASIA Asia Tech	21.07	0.07	0.33
IEU Europe	95.36	0.97	1.03
IEM Emerging Markets	96.59	0.61	0.64
Gold Gold	54.94	0.16	0.29
ACDC Battery Tech	117.49	-0.51	-0.43

COMMODITIES	Close($)	-/+	%
Gold	4,169.67	-24.1644	-0.58
Silver	60.41	-0.3971	-0.65
Platinum	1,678.18	-9.0309	-0.54
Palladium	1,146.70	-1.1093	-0.1
Ice Brent Crude	104.54	0.26	0.25
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6962	-0.002	-0.29
Euro	1.1173	-0.0025	-0.22
British Pound	1.3211	-0.002	-0.15
Canadian Dollar	1.4272	0.0018	0.13
New Zealand Dollar	0.5591	-0.0018	-0.32
Chinese Yuan	6.6925	0.0005	0.01
Japanese Yen	158.6500	0.39	0.25

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.88	1.15%	97.73%	0.42 0.94
BGL	Bellevue Gold Limited	1.49	0.34%	21.22%	1.06 2.00
BHP	Bhp Group Ltd	62.43	2.45%	41.36%	40.18 68.77
FMG	Fortescue Ltd	15.78	2.87%	-21.17%	15.34 23.38
NHC	New Hope Corporation Ltd	6.01	1.35%	51.28%	3.77 6.61
WHC	Whitehaven Coal Limited	7.78	1.3%	17.97%	6.42 9.90
NEM	Newmont Cdi	168.43	0.42%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.56	2.28%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.79	3.54%	32.35%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CGS	Cogstate Ltd	3.80	10.14
SXE	Sth X Elec Fpo	4.99	7.78
IPX	Iperionx	2.33	5.91
DPM	Dpm Metals Cdi	59.23	5.88
SNZ	Summerset Group	5.50	5.77
ZIP	Zip Co	2.28	5.56
MP1	Megaport	19.68	4.79
IMR	Imricor Medical	1.45	4.69
MAH	Macmahon Fpo	1.16	4.5
RYM	Ryman Healthcare	1.41	4.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MGH	Maas Group Holdi	3.93	-15.12
EQR	Eq Resources	0.30	-7.69
CXO	Core Lithium	0.23	-6.12
NMG	New Murchison Go	0.06	-6.06
ZIM	Zimplats Holding	14.11	-5.93
VSL	Vulcan S Fpo	5.15	-5.85
A4N	Alpha Hpa	0.52	-5.45
TPG	Tpg Telecom	3.69	-4.9
BRE	Brazilian Rare	2.92	-4.89
ELV	Elevra Lth Fpo	4.56	-4.8

OPINION

Latest Market Matters Opinions

12/10/2026 17:04

Broker Moves

• Guzman y Gomez Cut to Accumulate at Morgans Financial Limited • Maas Group Cut to Hold at Jefferies; PT A$4.85 • Woodside Energy Reinstated Neutral at JPMorgan; PT A$31.90 • Beach Energy Reinstated Neutral at JPMorgan • Santos Reinstated Overweight at JPMorgan; PT A$9.15 • Sonic Healthcare Cut to Neutral at Goldman; PT A$19.20 • Domino's Pizza Enterprises Cut to Neutral at UBS; PT A$23 • Boss Energy Cut to Hold at Jefferies; PT A$1.70

12/10/2026 17:03

GQG Partners (ASX: GQG) $1.12

GQG flat: Performance appears to be turning following the global investment manager’s shift in positioning back in July, though the continued outflows remain a concern.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

Macro Monday: Reasons to be bullish – part 3

Morning report 12/10/2026

Afternoon Report

The Match Out: ASX extends rebound, Banks and Miners lead the way

Afternoon report 12/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.85% Active Growth Portfolio

9.66% Shawn’s Trade Ideas

9.67% Active Income Portfolio

18.98% International Equities Portfolio

4.78% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.85% Active Growth Portfolio 9.66% Shawn’s Trade Ideas 9.67% Active Income Portfolio 18.98% International Equities Portfolio 4.78% Emerging Companies Portfolio 10.42% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns from inception to 30th July 2026

Latest View Points

ARB

LEND

PNI

WBT

SSM

SRL

SIQ

ELS

JBH

NCK