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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

7.34%

ABG.AX

1.81%

AIS.AX

-1.06%

AGL.AX

0.72%

A1M.AX

3.25%

AIZ.AX

AAI.AX

-0.4%

ALK.AX

-0.52%

A4N.AX

1.96%

ALQ.AX

0.38%

AMC.AX

-0.05%

AOV.AX

-0.51%

AMP.AX

-0.4%

AEL.AX

-1.66%

ALD.AX

-0.28%

ANN.AX

1.25%

ANZ.AX

2.08%

APA.AX

0.19%

ARU.AX

3.03%

ARB.AX

0.27%

ARF.AX

ARG.AX

-0.11%

ALL.AX

0.08%

AYA.AX

10.98%

APZ.AX

1.48%

ASX.AX

4.14%

ALX.AX

AUB.AX

-2.22%

AIA.AX

1.21%

AXQ.AX

7.14%

AMI.AX

6.98%

AZJ.AX

1.08%

AUC.AX

-2.22%

ABB.AX

-0.24%

ASB.AX

5.76%

AAC.AX

ACL.AX

1.41%

AFI.AX

-1.48%

AUI.AX

-1.01%

BOQ.AX

0.92%

BMN.AX

-0.27%

BAP.AX

4.49%

BCI.AX

0.87%

BPT.AX

-3.33%

BGA.AX

0.67%

BGL.AX

-1.27%

BEN.AX

1.56%

BNZ.AX

4.8%

BHP.AX

0.02%

BKI.AX

-1.11%

BC8.AX

-0.5%

XYZ.AX

-1.39%

BSL.AX

2.99%

BOE.AX

7.54%

BXB.AX

-0.32%

BVS.AX

-0.31%

BRE.AX

3.16%

BRG.AX

-0.33%

BTR.AX

-2.65%

BGP.AX

-6.78%

BFL.AX

-0.13%

BWP.AX

0.56%

CMM.AX

-3.42%

CSC.AX

-0.57%

CAR.AX

-0.21%

CIN.AX

-0.29%

CYL.AX

-1.21%

CAT.AX

CWP.AX

1.99%

CNI.AX

-4.53%

CIP.AX

COF.AX

CGF.AX

-2.33%

CIA.AX

2.27%

CHC.AX

-0.71%

CLW.AX

CQR.AX

1.34%

CQE.AX

2.13%

CNU.AX

1.35%

C79.AX

-1.69%

CVL.AX

-1.42%

CU6.AX

0.48%

CWY.AX

0.75%

CBO.AX

2.07%

COH.AX

-0.62%

CDA.AX

-0.72%

CGS.AX

3.13%

COL.AX

0.38%

CKF.AX

-0.25%

CBA.AX

1.63%

CPU.AX

0.89%

CEN.AX

2.15%

CXO.AX

CCP.AX

CMW.AX

CSL.AX

1.81%

CCL.AX

1.04%

DBI.AX

1.51%

DTL.AX

0.85%

DYL.AX

0.38%

DRR.AX

1.46%

DVP.AX

1.07%

DXS.AX

1.08%

DXI.AX

0.43%

DDR.AX

0.2%

DGT.AX

1.2%

DJW.AX

DMP.AX

3.07%

DOW.AX

1.69%

DPM.AX

-1.31%

DRO.AX

6.77%

DUR.AX

1.42%

DNL.AX

7.77%

APE.AX

-0.8%

EBO.AX

0.12%

ELD.AX

1.28%

EOS.AX

7.99%

ELV.AX

-4.13%

ELS.AX

4.1%

EHL.AX

1.36%

EMR.AX

-1.02%

EDV.AX

-0.67%

EQR.AX

-2.15%

EQT.AX

1.23%

EUR.AX

4.41%

EVN.AX

-1.13%

EVT.AX

-0.08%

FDC.AX

-0.52%

FCL.AX

7.18%

FFM.AX

0.58%

FPH.AX

-0.03%

FPR.AX

0.43%

FBU.AX

-0.34%

FLT.AX

-2.54%

FML.AX

-1.49%

FRS.AX

-5.26%

FMG.AX

1.27%

FRW.AX

FGX.AX

FGG.AX

GLF.AX

2.35%

GDG.AX

GNE.AX

-0.93%

GMD.AX

-2.96%

GNP.AX

3.32%

GMG.AX

0.74%

GPT.AX

0.44%

GQG.AX

-0.95%

GNG.AX

1.99%

GNC.AX

1.07%

GGP.AX

-1.87%

G6M.AX

-2.33%

GOZ.AX

GCI.AX

0.49%

GYG.AX

0.72%

GWA.AX

0.25%

HSN.AX

-0.3%

HVN.AX

-0.71%

HGH.AX

1.01%

HM1.AX

-0.36%

HLI.AX

-1.82%

HMC.AX

1.53%

HDN.AX

HUB.AX

-1.78%

IGO.AX

-1.71%

ILU.AX

-0.66%

IMD.AX

IMR.AX

-1.64%

IFT.AX

0.97%

INA.AX

2.46%

ING.AX

0.25%

IAG.AX

0.75%

IDX.AX

-0.85%

IPG.AX

-0.38%

IPX.AX

6.25%

IPH.AX

IRE.AX

0.71%

JHX.AX

0.48%

JBH.AX

-0.67%

JDO.AX

2.58%

KAR.AX

-2.64%

KLS.AX

0.5%

KCN.AX

-3.36%

KKC.AX

0.95%

GLS.AX

3.26%

L1G.AX

-0.45%

LSF.AX

-1.04%

LGF.AX

-0.86%

LRV.AX

-1.45%

LFS.AX

1.08%

LLC.AX

1.54%

LFG.AX

1.21%

360.AX

-1.44%

LIC.AX

0.64%

LNW.AX

-8.17%

LIN.AX

3.33%

LTR.AX

-0.98%

LOV.AX

0.3%

LYL.AX

0.48%

LYC.AX

-1.23%

MA1.AX

0.77%

MAF.AX

-2.98%

MGH.AX

2.54%

MAH.AX

3.13%

MQG.AX

-0.08%

MAQ.AX

-1.11%

MAD.AX

1.18%

MFG.AX

-2%

MMS.AX

-0.31%

MPL.AX

-0.22%

MP1.AX

1.83%

MCY.AX

-2.03%

MEZ.AX

MSB.AX

0.98%

MLX.AX

1.01%

MTS.AX

MEI.AX

5.88%

MOT.AX

0.32%

MXT.AX

2.86%

MFF.AX

-0.19%

MIN.AX

-0.41%

MI6.AX

2.27%

MIR.AX

-0.42%

MGR.AX

0.56%

MND.AX

2.83%

MYS.AX

0.62%

NAN.AX

NAB.AX

3.16%

NGI.AX

-0.46%

NWL.AX

-2%

NEU.AX

0.88%

NHC.AX

-0.77%

NMG.AX

NEM.AX

-1.73%

NWS.AX

0.06%

NXG.AX

-0.82%

NXT.AX

-2.9%

NHF.AX

-0.3%

NCK.AX

1.06%

NIC.AX

-2.48%

NEC.AX

-1.24%

NST.AX

-1.81%

NWH.AX

1.46%

NUF.AX

3.48%

NXL.AX

-1.39%

OCL.AX

-1.46%

OML.AX

OPH.AX

0.43%

OBM.AX

-3.06%

ORI.AX

2.65%

ORG.AX

-0.76%

ORA.AX

0.71%

PDN.AX

-0.11%

PNR.AX

-7.45%

PDI.AX

-6.02%

PPC.AX

0.6%

PPM.AX

PRN.AX

0.45%

PPT.AX

0.48%

PCI.AX

0.91%

PRU.AX

-0.93%

PXA.AX

0.58%

PNI.AX

-0.72%

PL8.AX

-1.05%

PLS.AX

-0.71%

PGF.AX

1.24%

PNV.AX

-1.05%

PMV.AX

-0.09%

PME.AX

2.37%

PWH.AX

-0.39%

PYC.AX

6.67%

QAN.AX

0.92%

QBE.AX

1.04%

QAL.AX

-3.64%

QRI.AX

1.32%

RMS.AX

-4.14%

RHC.AX

0.51%

REA.AX

0.64%

RDX.AX

-0.85%

REH.AX

0.91%

RF1.AX

-0.29%

RPL.AX

-0.86%

RG1.AX

RGN.AX

0.45%

REG.AX

4.12%

RRL.AX

-1.31%

RWC.AX

0.89%

RMD.AX

0.44%

RSG.AX

-2.23%

SGLLV.AX

-2.17%

RIC.AX

-0.75%

RIO.AX

-0.1%

RXL.AX

-2.5%

RFF.AX

0.26%

RYM.AX

-4.55%

SFR.AX

-0.05%

STO.AX

-1.83%

SCG.AX

1.16%

SEK.AX

-0.17%

SHV.AX

0.9%

SRV.AX

-0.34%

SSM.AX

2.53%

SGH.AX

0.08%

SHA.AX

SIG.AX

-3.47%

SLX.AX

-1.59%

SGM.AX

0.79%

SDR.AX

SKS.AX

5.69%

SKC.AX

-0.96%

SIQ.AX

2.39%

SHL.AX

0.41%

S32.AX

-3.39%

SX2.AX

-1.16%

SXE.AX

3.45%

SPK.AX

1.23%

SRG.AX

2.12%

SBM.AX

3.49%

SMR.AX

-0.71%

SDF.AX

SGP.AX

1.45%

SKG.AX

-0.46%

SNZ.AX

1.47%

SUN.AX

0.31%

SRL.AX

6.41%

SUL.AX

-1.82%

SLC.AX

-0.37%

SNL.AX

2.23%

SYL.AX

0.37%

TAH.AX

-1.09%

TEA.AX

2.89%

TNE.AX

-0.28%

TLX.AX

3.44%

TLS.AX

-0.2%

TPW.AX

-1.83%

A2M.AX

-1.89%

TLC.AX

0.41%

SGR.AX

THL.AX

2.73%

TWR.AX

0.64%

TPG.AX

0.77%

TCL.AX

-0.22%

TWE.AX

3.12%

TUA.AX

4.67%

TGN.AX

-2.53%

TCG.AX

-1.79%

USL.AX

-0.63%

UNI.AX

3.04%

VAU.AX

-2.44%

VNT.AX

1.02%

VCX.AX

0.43%

VGN.AX

4.2%

VMM.AX

-0.57%

VGL.AX

-0.45%

VEA.AX

-1.27%

VUL.AX

-2.23%

VSL.AX

2.2%

WA1.AX

WGN.AX

3.98%

WAM.AX

-1.68%

WGB.AX

3.06%

WLE.AX

1.17%

SOL.AX

0.84%

WPR.AX

-0.45%

WQG.AX

4.88%

WEB.AX

1.44%

WBT.AX

6.89%

WES.AX

0.79%

WAF.AX

-2.22%

WGX.AX

-3.25%

WBC.AX

1.16%

WHF.AX

0.21%

WHC.AX

-1.45%

WIA.AX

-2.17%

WTC.AX

-1.18%

WDS.AX

-0.87%

WOW.AX

-0.41%

WOR.AX

-0.41%

XRO.AX

-1.34%

YAL.AX

-1.79%

ZIM.AX

-0.2%

ZIP.AX

0.45%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.16	0.53	0.36
SSO ASX Small Caps	14.38	0	0
IVV S&P 500	71.13	0.15	0.21
NDQ Nasdaq	59.47	0.24	0.41
F100 FTSE 100	15.14	-0.02	-0.13
ASIA Asia Tech	19.74	-0.17	-0.85
IEU Europe	96.12	0.1	0.1
IEM Emerging Markets	93.72	0.15	0.16
Gold Gold	55.42	-0.05	-0.09
ACDC Battery Tech	118.73	-1.27	-1.06

COMMODITIES	Close($)	-/+	%
Gold	4,305.88	43.79	1.03
Silver	63.90	0.9432	1.5
Platinum	1,768.83	17.082	0.98
Palladium	1,285.54	16.2501	1.28
Ice Brent Crude	105.60	-3.15	-2.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7108	0.0022	0.31
Euro	1.1469	0.0007	0.06
British Pound	1.3393	0.0012	0.09
Canadian Dollar	1.3994	0.0006	0.04
New Zealand Dollar	0.5731	0.0019	0.33
Chinese Yuan	6.7074	0.0014	0.02
Japanese Yen	155.7000	-0.53	-0.34

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	3.25%	123.19%	0.36 0.89
BGL	Bellevue Gold Limited	1.56	-1.27%	56.44%	0.99 2.00
BHP	Bhp Group Ltd	60.21	0.02%	47.66%	39.30 68.77
FMG	Fortescue Ltd	16.75	1.27%	-13.49%	16.14 23.38
NHC	New Hope Corporation Ltd	6.44	-0.77%	41.70%	3.77 6.61
WHC	Whitehaven Coal Limited	8.16	-1.45%	30.60%	6.33 9.90
NEM	Newmont Cdi	171.61	-1.73%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.34	-0.82%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.25	-0.05%	69.67%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	3.64	10.98
EOS	Electro Optic Sy	10.00	7.99
DNL	Dyno Nobel	4.16	7.77
BOE	Boss Energy	1.64	7.54
4DX	4dmedical	3.80	7.34
FCL	Fineos Corporati	2.24	7.18
AXQ	Aura Consolidate	3.75	7.14
AMI	Aurelia Metals	0.46	6.98
WBT	Weebit Nano	3.26	6.89
DRO	Droneshield	1.74	6.77

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
LNW	Light & Wo Cdi 1	113.57	-8.17
PNR	Pantoro Gold	2.61	-7.45
BGP	Briscoe Group Au	3.44	-6.78
PDI	Pdi Gold	4.37	-6.02
FRS	Forrestania Res	0.36	-5.26
RYM	Ryman Healthcare	1.58	-4.55
CNI	Centuria Capital	1.27	-4.53
RMS	Ramelius Resourc	3.47	-4.14
ELV	Elevra Lth Fpo	6.27	-4.13
QAL	Qualitas	2.38	-3.64

OPINION

Latest Market Matters Opinions

17/09/2026 16:36

What Mattered Today

The ASX edged higher today, extending yesterday's move, following the Federal Reserve’s move to push the cash rate higher overnight. The Fed delivered the 25bp hike as expected, though commentary pointed to further tightening as Chair Kevin Warsh reiterated a firm stance on inflation. That initially pushed global markets lower, although bond yields subsequently eased and provided some relief for equities.

17/09/2026 16:21

Broker Moves

• JHX AU Raised to Accumulate at Morgans Financial Limited • Netwealth Raised to Buy at Ord Minnett; PT A$24 • Tungsten Mining NL Rated New Speculative Buy at Canaccord • Genesis Minerals Rated New Overweight at Jarden Securities • Dyno Nobel Raised to Overweight at Jarden Securities; PT A$4.10 • NAB Raised to Buy at Citi; PT A$42.10 • Reliance Worldwide Cut to Neutral at Macquarie; PT A$4.75 • Atlas Arteria Raised to Outperform at Macquarie; PT A$4.75 • ASX Raised to Buy at UBS; PT A$64.20 • Pantoro Gold Cut to Hold at Argonaut Securities; PT A$2.70 • Lottery Corp. Raised to Accumulate at Morgans Financial Limited

ACTION

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Afternoon report 17/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/09/2026

Bond yields and resources

Hi MM, Thanks for the great work. Sorry a few questions here. 1. On the macro, do you have a view as to where US bond yields might top out and also oil prices? 2. On copper exposure, thoughts on BHP vs RIO? And also on FFM as a Cu play. Thanks! Young

Ask James

Question asked 12/09/2026

GQG Partners (ASX: GQG)

Thoughts on GQG after lower FUM? Is this pricing overdone?

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