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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-2.82%

ABG.AX

2.22%

AIS.AX

-2.53%

AGL.AX

0.49%

A1M.AX

-17.79%

AIZ.AX

-1.41%

AAI.AX

-1.02%

ALK.AX

A4N.AX

-2.61%

ALQ.AX

-1.44%

AMC.AX

1.03%

AOV.AX

1.08%

AMP.AX

9.83%

ALD.AX

-0.57%

ANN.AX

0.41%

ANZ.AX

0.72%

APA.AX

0.8%

ARU.AX

-2.27%

ARB.AX

1.1%

ARF.AX

0.92%

ARG.AX

-0.11%

ALL.AX

0.29%

AYA.AX

-5.33%

APZ.AX

-0.2%

ASX.AX

2.42%

ALX.AX

AUB.AX

0.73%

AIA.AX

-0.84%

AXQ.AX

-1.27%

AZJ.AX

ABB.AX

-2.04%

ASB.AX

0.57%

AAC.AX

1.12%

AEF.AX

5.48%

AFI.AX

-0.72%

AUI.AX

0.27%

BOQ.AX

0.95%

BMN.AX

-2.85%

BCI.AX

-2.47%

BPT.AX

BGA.AX

1.02%

BGL.AX

-1.95%

BEN.AX

0.38%

BNZ.AX

5.79%

BHP.AX

-2.34%

BKI.AX

-0.27%

BC8.AX

0.56%

XYZ.AX

-1.69%

BSL.AX

0.31%

BOE.AX

-1.15%

BXB.AX

0.11%

BVS.AX

2.35%

BRE.AX

-4.18%

BRG.AX

0.13%

BGP.AX

BFL.AX

BWP.AX

0.78%

CMM.AX

-1.96%

CSC.AX

-4.06%

CAR.AX

1.09%

CIN.AX

0.3%

CYL.AX

-1.57%

CAT.AX

0.56%

CWP.AX

1.88%

CNI.AX

-1.16%

CIP.AX

1.01%

COF.AX

0.57%

CGF.AX

-0.84%

CIA.AX

0.25%

CHI.AX

CHC.AX

0.96%

CLW.AX

0.83%

CQR.AX

0.78%

CQE.AX

1.53%

CNU.AX

0.38%

C79.AX

-0.37%

CVL.AX

-3.31%

CU6.AX

CWY.AX

CUV.AX

1.3%

CBO.AX

-0.87%

COH.AX

-0.59%

CDA.AX

-1.1%

COL.AX

-0.57%

CKF.AX

1.27%

CBA.AX

1.84%

CPU.AX

0.49%

CEN.AX

-1.58%

CXO.AX

-1.92%

CCP.AX

3.96%

CMW.AX

1.18%

CSL.AX

0.16%

CCL.AX

0.2%

DBI.AX

-1.39%

DTL.AX

-0.42%

DTR.AX

-9.38%

DYL.AX

-3.69%

DRR.AX

0.23%

DVP.AX

-3%

DXS.AX

0.71%

DXI.AX

1.65%

DDR.AX

DGT.AX

DJW.AX

0.34%

DMP.AX

2.32%

DOW.AX

0.38%

DPM.AX

-2.22%

DRO.AX

-2.11%

DUR.AX

-0.44%

DNL.AX

-1.6%

APE.AX

3.3%

EBO.AX

0.91%

EIQ.AX

1.27%

ELD.AX

0.54%

EOS.AX

-7.75%

ELV.AX

-4.65%

ELS.AX

-3.97%

EHL.AX

1.54%

EMR.AX

-0.38%

EDV.AX

0.88%

ERA.AX

EQR.AX

-7.55%

EUR.AX

-4.48%

EVN.AX

-3%

EVT.AX

1.21%

FDC.AX

-1.45%

FCL.AX

-2.76%

FFM.AX

-4.62%

FPH.AX

1.1%

FPR.AX

1.39%

FBU.AX

3.64%

FLT.AX

-0.16%

FRS.AX

FMG.AX

-1.1%

FRW.AX

-2.86%

FGX.AX

-0.37%

FGG.AX

-0.58%

GLF.AX

0.46%

GDG.AX

-2.79%

GNE.AX

GMD.AX

1.53%

GNP.AX

-0.11%

GMG.AX

-0.44%

GPT.AX

1.46%

GQG.AX

1.1%

GNG.AX

-0.59%

GNC.AX

1.22%

GGP.AX

-0.19%

GOZ.AX

0.46%

GCI.AX

GYG.AX

0.52%

GWA.AX

1.28%

HSN.AX

HVN.AX

0.64%

HGH.AX

-0.98%

HM1.AX

-0.34%

HLI.AX

1.11%

HMC.AX

2.8%

HDN.AX

HUB.AX

0.98%

IEL.AX

IGO.AX

-1.71%

ILU.AX

-1.08%

IMD.AX

-1.84%

IMR.AX

0.6%

IFT.AX

0.47%

INA.AX

0.96%

ING.AX

IAG.AX

-0.24%

IDX.AX

1.9%

IPG.AX

1.19%

IPX.AX

-3.28%

IPH.AX

0.49%

IRE.AX

3.93%

JHX.AX

JBH.AX

1.78%

JDO.AX

1.62%

JMS.AX

KAR.AX

0.34%

KLS.AX

0.71%

KCN.AX

-3.07%

KKC.AX

0.48%

GLS.AX

-1.45%

LGF.AX

-1.28%

L1G.AX

3.54%

LSF.AX

-1.55%

LRV.AX

-6.53%

LFS.AX

LLC.AX

1.7%

LFG.AX

0.61%

360.AX

5.03%

LIC.AX

3.65%

LNW.AX

0.06%

LIN.AX

-3.25%

LTR.AX

-2.79%

LOV.AX

4.93%

LYL.AX

-1.91%

LYC.AX

-1.4%

MA1.AX

0.25%

MAF.AX

0.47%

MGH.AX

1.22%

MAH.AX

-2.14%

MQG.AX

-0.55%

MAQ.AX

-0.09%

MAD.AX

0.66%

MFG.AX

0.92%

MMS.AX

0.3%

MPL.AX

MP1.AX

-2.35%

MCY.AX

3.67%

MEZ.AX

2.4%

MSB.AX

6.95%

MLX.AX

2.86%

MTS.AX

-0.34%

MOT.AX

0.61%

MXT.AX

1.29%

MFF.AX

MIN.AX

-3.35%

MI6.AX

-4%

MIR.AX

3.13%

MGR.AX

1.19%

MND.AX

1.13%

MYS.AX

2.1%

NAN.AX

1.87%

NAB.AX

1.25%

NGI.AX

2.89%

NWL.AX

1.42%

NEU.AX

-0.17%

NHC.AX

-1.13%

NEM.AX

-1.02%

NWS.AX

1.94%

NXG.AX

-2.75%

NXT.AX

-2.61%

NHF.AX

0.41%

NCK.AX

1.96%

NIC.AX

NEC.AX

2.07%

NST.AX

-0.1%

NWH.AX

-0.71%

NUF.AX

-0.7%

OCL.AX

6.28%

OML.AX

0.32%

OPH.AX

-1.95%

OBM.AX

-0.92%

ORI.AX

-1.11%

ORG.AX

-1.14%

ORA.AX

1.42%

PDN.AX

-1.5%

PNR.AX

1.26%

PPC.AX

1.71%

PPM.AX

-1.24%

PRN.AX

-0.92%

PPT.AX

1.43%

PCI.AX

0.46%

PRU.AX

-0.41%

PXA.AX

3.15%

PNI.AX

2.06%

PL8.AX

1.78%

PLS.AX

-3.66%

PGF.AX

1.23%

PNV.AX

PDI.AX

-2.29%

PMV.AX

2.93%

PME.AX

0.62%

PWH.AX

2.81%

PYC.AX

3.41%

QAN.AX

0.68%

QBE.AX

-1.59%

QAL.AX

1.54%

QRI.AX

1.29%

RMS.AX

RHC.AX

-1.66%

REA.AX

6.61%

RDX.AX

2.43%

REH.AX

3.25%

RF1.AX

-1.1%

RPL.AX

0.94%

RG1.AX

RGN.AX

0.86%

REG.AX

1.35%

RRL.AX

-1.44%

RWC.AX

2.16%

RMD.AX

2.16%

RSG.AX

1.08%

SGLLV.AX

-0.22%

RIC.AX

0.73%

RIO.AX

-0.35%

RXL.AX

2.56%

RFF.AX

1.83%

RYM.AX

SFR.AX

-1.95%

STO.AX

-1.82%

SCG.AX

0.52%

SEK.AX

1.28%

SHV.AX

-0.76%

SRV.AX

-0.32%

SSM.AX

-0.39%

SGH.AX

SHA.AX

-0.16%

SIG.AX

0.34%

SLX.AX

-3.48%

SGM.AX

-1.45%

SDR.AX

-1.1%

SKS.AX

4.34%

SKC.AX

5.81%

SIQ.AX

-0.23%

SHL.AX

1.21%

S32.AX

-0.49%

SX2.AX

-2.6%

SXE.AX

-2.08%

SPK.AX

0.32%

SRG.AX

-0.84%

SBM.AX

SMR.AX

SDF.AX

0.76%

SGP.AX

SKG.AX

2.37%

SNZ.AX

-1.41%

SUN.AX

0.58%

SRL.AX

0.71%

SUL.AX

1.16%

SLC.AX

0.32%

SNL.AX

3.32%

SYL.AX

-1.43%

TAH.AX

5.2%

TEA.AX

-0.43%

TNE.AX

1.19%

TLX.AX

-2.62%

TLS.AX

0.41%

TPW.AX

0.57%

A2M.AX

0.43%

TLC.AX

1.08%

SGR.AX

9.52%

TVN.AX

THL.AX

-4.96%

TWR.AX

2.27%

TPG.AX

1.41%

TCL.AX

-0.14%

TWE.AX

2.77%

TUA.AX

2.2%

TCG.AX

TRA.AX

UNI.AX

3.85%

VAU.AX

1.23%

VNT.AX

1.86%

VCX.AX

1.55%

VGN.AX

-0.35%

VEA.AX

-0.86%

VUL.AX

-2.46%

VSL.AX

2.61%

VYS.AX

-1.55%

WA1.AX

-1.29%

WGN.AX

WAM.AX

1.93%

WGB.AX

0.91%

WLE.AX

1.1%

SOL.AX

3.32%

WPR.AX

0.83%

WQG.AX

1.5%

WEB.AX

-1.59%

WBT.AX

-6.46%

WES.AX

1.21%

WAF.AX

0.72%

WGX.AX

0.21%

WBC.AX

0.14%

WHF.AX

-0.21%

WHC.AX

-2.84%

WIA.AX

-3.49%

WC8.AX

-5.75%

WTN.AX

WTC.AX

2.07%

WDS.AX

-1.47%

WOW.AX

-0.69%

WOR.AX

1.13%

XRO.AX

1.19%

YAL.AX

-1.09%

ZIM.AX

-0.15%

ZIP.AX

-1.88%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.40	0.1	0.07
SSO ASX Small Caps	14.39	0	0
IVV S&P 500	71.99	0	0
NDQ Nasdaq	61.30	-0.79	-1.27
F100 FTSE 100	15.05	0.06	0.4
ASIA Asia Tech	20.26	-0.86	-4.07
IEU Europe	98.10	0.41	0.42
IEM Emerging Markets	94.00	-2	-2.08
Gold Gold	52.78	0.03	0.06
ACDC Battery Tech	131.88	-0.93	-0.7

COMMODITIES	Close($)	-/+	%
Gold	4,010.34	-50.065	-1.23
Silver	56.40	-1.3681	-2.37
Platinum	1,645.91	-28.2535	-1.69
Palladium	1,277.44	-36.7325	-2.8
Ice Brent Crude	85.06	0.33	0.39
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7003	-0.0003	-0.04
Euro	1.1448	-0.0013	-0.11
British Pound	1.3485	-0.0054	-0.4
Canadian Dollar	1.4034	-0.0007	-0.05
New Zealand Dollar	0.5845	-0.0002	-0.03
Chinese Yuan	6.7726	0.0044	0.07
Japanese Yen	162.4000	0.22	0.14

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.67	-17.79%	154.69%	0.30 0.85
BGL	Bellevue Gold Ltd	1.26	-1.95%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.14	-2.34%	53.74%	39.18 65.98
FMG	Fortescue Ltd	18.87	-1.1%	13.71%	16.94 23.38
NHC	New Hope Corporation Ltd	5.25	-1.13%	30.15%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.54	-2.84%	27.21%	5.94 9.90
NEM	Newmont Cdi	134.72	-1.02%	0.00%	88.58 190.91
NXG	Nexgen Ene Cdi	13.09	-2.75%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.65	-1.95%	72.28%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AMP	Amp	1.90	9.83
SGR	The Star Enterta	0.12	9.52
MSB	Mesoblast	2.77	6.95
REA	Rea Group Ltd	158.71	6.61
OCL	Objective Corpor	7.11	6.28
SKC	Skycity Entertai	0.46	5.81
BNZ	Benz Mining-cdi	2.56	5.79
AEF	Australian Ethic	4.62	5.48
TAH	Tabcorp Holdings	0.91	5.2
360	Life360 Inc.	26.52	5.03

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
A1M	Aic Mines	0.67	-17.79
DTR	Dateline Resourc	0.15	-9.38
EOS	Electro Optic Sy	7.62	-7.75
EQR	Eq Resources	0.25	-7.55
LRV	Larvotto Resourc	1.15	-6.53
WBT	Weebit Nano	6.52	-6.46
WC8	Wildcat Resource	0.41	-5.75
AYA	Artrya	5.51	-5.33
THL	Tourism Holdings	2.30	-4.96
ELV	Elevra Lithium	8.82	-4.65

OPINION

Latest Market Matters Opinions

16/07/2026 16:42

What Mattered Today

The ASX 200 finished essentially flat today, with strength across financials, communications and consumer discretionary offset by sharp weakness in materials and energy. The market recovered from earlier losses but struggled to make headway as BHP reversed much of Wednesday’s rally and oil-exposed names continued to give back recent gains.

16/07/2026 16:41

Broker Moves

• Metro Mining Rated New Buy at Ord Minnett; PT A$2.50 • Mastermyne Group Ltd Rated New Buy at Unified Capital • Ampol Cut to Neutral at UBS; PT A$36.65 • Woolworths Group Cut to Sell at Citi; PT A$36 • Metcash Raised to Neutral at Citi; PT A$3 • Evolution Cut to Hold at Canaccord; PT A$12.25 • Woolworths Group Cut to Neutral at JPMorgan; PT A$39.50 • Coles Group Cut to Neutral at JPMorgan; PT A$23.50 • QBE Insurance Cut to Hold at Jefferies; PT A$27.50

ACTION

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Market Matters Content

What Matters Today: The “Aussie Dollar” is telling us it’s time to be long the miners

Morning report 16/07/2026

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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