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ANALYSIS

Market Analysis

4DX.AX

-13.19%

ABG.AX

0.27%

AIS.AX

-8.44%

AGL.AX

1.82%

AIZ.AX

AAI.AX

-4.34%

ALK.AX

-5.58%

A4N.AX

-1.79%

ALQ.AX

-0.5%

AMC.AX

2.81%

AOV.AX

0.15%

AMP.AX

5.79%

ALD.AX

1.91%

ANN.AX

-0.47%

ANZ.AX

-0.5%

APA.AX

2.39%

ARU.AX

-4.65%

ARB.AX

1.43%

ARF.AX

0.15%

ARG.AX

ALL.AX

-1.1%

AYA.AX

-2.9%

APZ.AX

-0.2%

ASX.AX

0.76%

ALX.AX

0.49%

AUB.AX

AIA.AX

0.99%

AXQ.AX

-14.36%

AZJ.AX

-0.35%

ABB.AX

-0.94%

ASB.AX

-3.94%

AAC.AX

0.37%

AEF.AX

2.38%

AFI.AX

1.02%

AUI.AX

-0.45%

BOQ.AX

0.63%

BMN.AX

-6.6%

BCI.AX

0.63%

BPT.AX

-0.85%

BGA.AX

2.18%

BGL.AX

-5.16%

BEN.AX

-0.38%

BNZ.AX

-7.81%

BHP.AX

-2.82%

BKI.AX

-0.27%

BC8.AX

-5.52%

XYZ.AX

-1.33%

BSL.AX

-2.89%

BOE.AX

-5.6%

BXB.AX

3.14%

BVS.AX

-0.77%

BRE.AX

-8.97%

BRG.AX

0.03%

BGP.AX

BFL.AX

0.12%

BWP.AX

0.77%

CMM.AX

-5.36%

CSC.AX

-5.32%

CAR.AX

-1.43%

CIN.AX

CYL.AX

-6.02%

CAT.AX

-7.02%

CWP.AX

0.85%

CNI.AX

CIP.AX

0.84%

COF.AX

0.85%

CGF.AX

0.28%

CIA.AX

-1.61%

CHI.AX

CHC.AX

0.32%

CLW.AX

1.23%

CQR.AX

0.13%

CQE.AX

-0.94%

CNU.AX

1.76%

C79.AX

-0.92%

CVL.AX

-1.71%

CU6.AX

-4.9%

CWY.AX

0.43%

CUV.AX

-1.88%

CBO.AX

-3.09%

COH.AX

-3.14%

CDA.AX

-2.94%

COL.AX

2.44%

CKF.AX

0.38%

CBA.AX

-1.05%

CPU.AX

1.53%

CEN.AX

4.56%

CXO.AX

-5.88%

CCP.AX

-1.57%

CMW.AX

1.16%

CSL.AX

1.05%

CCL.AX

0.2%

DBI.AX

-1.58%

DTL.AX

0.79%

DTR.AX

-8.62%

DYL.AX

-4.6%

DRR.AX

-1.52%

DVP.AX

-4.63%

DXS.AX

1.23%

DXI.AX

1.82%

DDR.AX

-1.94%

DGT.AX

-1.51%

DJW.AX

1.02%

DMP.AX

3.08%

DOW.AX

0.19%

DPM.AX

-1.1%

DRO.AX

-7.11%

DUR.AX

-2.2%

DNL.AX

-1.08%

APE.AX

1.55%

EBO.AX

0.69%

EIQ.AX

-7.55%

ELD.AX

-0.27%

EOS.AX

-7.61%

ELV.AX

-4.54%

ELS.AX

-7.31%

EHL.AX

-1.26%

EMR.AX

-3.83%

EDV.AX

ERA.AX

EQR.AX

-11.22%

EVN.AX

-4.32%

EVT.AX

-0.48%

FDC.AX

-1.18%

FCL.AX

-1.29%

FFM.AX

-5.41%

FPH.AX

0.72%

FPR.AX

-0.86%

FBU.AX

0.96%

FLT.AX

-1.06%

FRS.AX

FMG.AX

-0.16%

FRW.AX

0.09%

FGX.AX

-0.37%

FGG.AX

-1.18%

GLF.AX

0.91%

GDG.AX

2.44%

GNE.AX

-0.46%

GMD.AX

-6.84%

GNP.AX

-4.86%

GMG.AX

0.45%

GPT.AX

1.75%

GQG.AX

1.45%

GNG.AX

-0.2%

GNC.AX

0.8%

GGP.AX

-6.78%

GOZ.AX

-0.23%

GCI.AX

GYG.AX

0.94%

GWA.AX

-0.21%

HSN.AX

-0.48%

HVN.AX

1.05%

HGH.AX

1.48%

HM1.AX

-1.01%

HLI.AX

1.83%

HMC.AX

-1.7%

HDN.AX

0.99%

HUB.AX

0.05%

IEL.AX

-1.78%

IGO.AX

-3.05%

ILU.AX

-4.07%

IMD.AX

-3.22%

IMR.AX

-3.57%

IFT.AX

0.39%

INA.AX

2.39%

ING.AX

0.93%

IAG.AX

0.79%

IDX.AX

-2.34%

IPG.AX

-4.5%

IPX.AX

-7.49%

IPH.AX

-0.48%

IRE.AX

JHX.AX

0.4%

JBH.AX

0.87%

JDO.AX

JMS.AX

-1.85%

KAR.AX

-0.17%

KLS.AX

0.47%

KCN.AX

-4.63%

KKC.AX

0.48%

GLS.AX

0.49%

LGF.AX

3.1%

L1G.AX

-5.13%

LSF.AX

-1.8%

LRV.AX

-8.73%

LFS.AX

1.67%

LLC.AX

-1%

LFG.AX

0.91%

360.AX

-3.34%

LIC.AX

0.37%

LNW.AX

0.8%

LIN.AX

-8.39%

LTR.AX

-4.12%

LOV.AX

-0.72%

LYL.AX

-0.87%

LYC.AX

-1.23%

MA1.AX

MAF.AX

-1.71%

MGH.AX

-2.93%

MAH.AX

-6.28%

MQG.AX

0.21%

MAQ.AX

-2.6%

MAD.AX

-2.47%

MFG.AX

-1.32%

MMS.AX

0.99%

MPL.AX

0.89%

MP1.AX

-7.58%

MCY.AX

2.48%

MEZ.AX

MSB.AX

-12.09%

MLX.AX

-5.73%

MTS.AX

0.69%

MOT.AX

-0.91%

MXT.AX

-1.28%

MFF.AX

MIN.AX

-2.42%

MI6.AX

-3.33%

MIR.AX

MGR.AX

1.76%

MND.AX

-0.27%

MYS.AX

-0.72%

NAN.AX

-4.28%

NAB.AX

-0.16%

NGI.AX

-7.23%

NWL.AX

0.4%

NEU.AX

-2.4%

NHC.AX

NEM.AX

-3.3%

NWS.AX

2.17%

NXG.AX

-4.51%

NXT.AX

-2.04%

NHF.AX

0.34%

NCK.AX

-1.21%

NIC.AX

-1.71%

NEC.AX

-1.27%

NST.AX

-3.99%

NWH.AX

-2.58%

NUF.AX

-0.35%

OCL.AX

-0.07%

OML.AX

0.32%

OPH.AX

-0.8%

OBM.AX

-6.71%

ORI.AX

-1.14%

ORG.AX

0.87%

ORA.AX

1.05%

PDN.AX

-8.39%

PNR.AX

-3.98%

PPC.AX

1.83%

PPM.AX

0.79%

PRN.AX

-2.56%

PPT.AX

0.47%

PCI.AX

-0.45%

PRU.AX

-2.6%

PXA.AX

0.76%

PNI.AX

-0.73%

PL8.AX

-1.75%

PLS.AX

-3.36%

PGF.AX

-0.61%

PNV.AX

-5.34%

PDI.AX

-3.52%

PMV.AX

0.24%

PME.AX

-3.59%

PWH.AX

-2.95%

PYC.AX

-2.4%

QAN.AX

-0.97%

QBE.AX

0.64%

QAL.AX

-0.46%

QRI.AX

-0.64%

RMS.AX

-3.68%

RHC.AX

1.55%

REA.AX

1.32%

RDX.AX

-3.03%

REH.AX

-0.61%

RF1.AX

-0.28%

RPL.AX

-5.3%

RG1.AX

-1.59%

RGN.AX

0.21%

REG.AX

1.17%

RRL.AX

-8.12%

RWC.AX

-1.06%

RMD.AX

1.39%

RSG.AX

-4.52%

SGLLV.AX

-0.22%

RIC.AX

-0.18%

RIO.AX

-2.54%

RXL.AX

-3.75%

RFF.AX

-0.9%

RYM.AX

SFR.AX

-5.52%

STO.AX

1.72%

SCG.AX

0.38%

SEK.AX

-1.34%

SHV.AX

-0.77%

SRV.AX

0.32%

SSM.AX

SGH.AX

0.09%

SHA.AX

1.25%

SIG.AX

-0.34%

SLX.AX

-4.78%

SGM.AX

-3.21%

SDR.AX

-4.71%

SKS.AX

-10.14%

SKC.AX

5.49%

SIQ.AX

0.46%

SHL.AX

0.83%

S32.AX

-3.47%

SX2.AX

-6.39%

SXE.AX

-7.45%

SPK.AX

-1.61%

SRG.AX

-1.41%

SMR.AX

-0.73%

SDF.AX

-0.19%

SGP.AX

1.1%

SKG.AX

1.93%

SNZ.AX

SUN.AX

0.08%

SRL.AX

-14.17%

SUL.AX

1.23%

SLC.AX

-0.16%

SNL.AX

-0.28%

SYL.AX

-2.17%

TAH.AX

-4.4%

TEA.AX

-5.03%

TNE.AX

-0.87%

TLX.AX

-4.36%

TLS.AX

2.24%

TPW.AX

-2.94%

A2M.AX

0.14%

TLC.AX

1.43%

SGR.AX

-4.35%

TVN.AX

-14.06%

THL.AX

1.3%

TWR.AX

-0.95%

TPG.AX

-0.97%

TCL.AX

1.52%

TWE.AX

-1.56%

TUA.AX

TCG.AX

-7.62%

TRA.AX

UNI.AX

-0.93%

VAU.AX

-5.66%

VNT.AX

0.08%

VCX.AX

-0.57%

VGN.AX

-2.78%

VEA.AX

1.95%

VUL.AX

-2.52%

VSL.AX

-1.17%

WA1.AX

-3.48%

WGN.AX

-1.44%

WAM.AX

-0.63%

WGB.AX

-0.9%

WLE.AX

-0.36%

SOL.AX

1.56%

WPR.AX

0.82%

WQG.AX

-1.48%

WEB.AX

-1.21%

WBT.AX

-10.81%

WES.AX

0.98%

WAF.AX

-3.74%

WGX.AX

-6.41%

WBC.AX

-0.61%

WHF.AX

0.62%

WHC.AX

-1.33%

WIA.AX

-1.2%

WC8.AX

-8.54%

WTN.AX

WTC.AX

-0.4%

WDS.AX

2.98%

WOW.AX

0.18%

WOR.AX

-0.65%

XRO.AX

1.1%

YAL.AX

-1.85%

ZIM.AX

-3.11%

ZIP.AX

-5.1%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.57	-0.83	-0.56
SSO ASX Small Caps	14.12	-0.27	-1.88
IVV S&P 500	71.15	-0.84	-1.17
NDQ Nasdaq	59.51	-1.79	-2.92
F100 FTSE 100	15.11	0.06	0.4
ASIA Asia Tech	18.94	-1.32	-6.52
IEU Europe	97.23	-0.87	-0.89
IEM Emerging Markets	90.48	-3.52	-3.74
Gold Gold	52.24	-0.54	-1.02
ACDC Battery Tech	123.84	-8.04	-6.1

COMMODITIES	Close($)	-/+	%
Gold	3,988.48	18.5401	0.47
Silver	55.57	0.0662	0.12
Platinum	1,590.34	-27.1591	-1.68
Palladium	1,239.92	-9.5321	-0.76
Ice Brent Crude	84.86	-0.09	-0.11
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6979	-0.0017	-0.24
Euro	1.1440	-0.0001	-0.01
British Pound	1.3458	-0.0018	-0.13
Canadian Dollar	1.4037	-0.0004	-0.03
New Zealand Dollar	0.5834	-0.0006	-0.1
Chinese Yuan	6.7744	0.0018	0.03
Japanese Yen	162.3700	-0.01	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	-9.7%	116.13%	0.30 0.85
BGL	Bellevue Gold Ltd	1.19	-5.56%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.48	-2.81%	51.21%	39.18 65.98
FMG	Fortescue Ltd	18.85	-0.13%	11.92%	16.94 23.38
NHC	New Hope Corporation Ltd	5.25	-0.1%	28.36%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.44	-1.39%	23.81%	5.94 9.90
NEM	Newmont Cdi	130.30	-3.28%	0.00%	88.58 190.91
NXG	Nexgen Ene Cdi	12.50	-4.51%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	17.62	-5.52%	69.08%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AMP	Amp	2.01	5.79
SKC	Skycity Entertai	0.48	5.49
CEN	Contact Energy	7.80	4.56
BXB	Brambles	19.38	3.14
LGF	L1 Gold Fund	2.00	3.1
DMP	Domino's Pizza E	17.72	3.08
WDS	Woodside Energy	30.37	2.98
AMC	Amcor Cdi	63.75	2.81
MCY	Mercury Nz	5.79	2.48
COL	Coles Group	23.11	2.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AXQ	Aura Consolidate	4.65	-14.36
SRL	Sunrise Energy	14.54	-14.17
TVN	Tivan	0.28	-14.06
4DX	4dmedical	3.29	-13.19
MSB	Mesoblast	2.44	-12.09
EQR	Eq Resources	0.22	-11.22
WBT	Weebit Nano	5.82	-10.81
SKS	Sks Technologies	8.42	-10.14
BRE	Brazilian Rare	3.55	-8.97
LRV	Larvotto Resourc	1.05	-8.73

OPINION

Latest Market Matters Opinions

17/07/2026 09:13

First Up

The ASX200 again fought back from early losses on Thursday to finish down less than 0.1%, with the performance mantle being passed to the banks and retailers while the miners, and in particular BHP Group (ASX: BHP), weighed on the index - not great timing after we sung the praises of the “Big Australian” on Thursday morning! The materials sector took almost 36-points off the ASX200 after BHP and Evolution delivered a 1-2 of disappointing trading updates:

17/07/2026 09:11

Dow Jones Index

Stocks fell on Thursday as a sell-off in technology stocks overshadowed a number of solid earnings reports. Semiconductor stocks came under pressure after Taiwan Semiconductor Manufacturing Co. (TSMC) raised its capital spending forecast, overshadowing another strong quarterly result. Elsewhere in technology, Alphabet fell more than 4% following reports the company had delayed the launch of its flagship AI model, Gemini 3.5 Pro.

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Market Matters Content

ETF Friday: Assessing 3 ETFs that are experiencing noticeable outflows this week

Morning report 17/07/2026

Afternoon Report

The Match Out: Weaker numbers from BHP cap market gains

Afternoon report 16/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/07/2026

GEAR – rising to the challenge.

The stock market's long term trend is relentlessly rising, looking at any time frame larger than 1 year the ASX rises... given this, would we not all be best just to buy GEAR and forget everything else? Why stock pick when you can get 250% leverage on a long term ever rising market? I would love to see a chart that overlays the GEAR stock price against the longer term performance of a 'typical' (MM?) growth or other actively managed portfolio. Alain

Ask James

Question asked 10/07/2026

Commodity Clock

Still on this commodity super cycle - the emperor with no clothes. Someone described the cycle like a clock, with 6 o'clock being the bottom of the cycle and 12 o'clock being the peak, and suggesting that we are currently at about 7 o'clock. So, why are we screaming towards 5 o'clock?

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