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ANALYSIS
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ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.93	0	0
SSO ASX Small Caps	15.12	0	0
IVV S&P 500	73.11	0	0
NDQ Nasdaq	61.31	0	0
F100 FTSE 100	15.46	0	0
ASIA Asia Tech	19.70	0	0
IEU Europe	100.27	0	0
IEM Emerging Markets	93.45	0	0
Gold Gold	56.27	0	0
ACDC Battery Tech	130.45	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,390.81	49.0986	1.13
Silver	65.82	2.2709	3.57
Platinum	1,753.62	8.6328	0.49
Palladium	1,379.32	1.4275	0.1
Ice Brent Crude	82.38	-0.11	-0.13
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7052	-0.0015	-0.21
Euro	1.1541	-0.0017	-0.15
British Pound	1.3505	0.0017	0.13
Canadian Dollar	1.3938	0	0
New Zealand Dollar	0.5881	-0.0012	-0.2
Chinese Yuan	6.7452	-0.002	-0.03
Japanese Yen	159.3200	1.56	0.99

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	0%	150.79%	0.30 0.85
BGL	Bellevue Gold Limited	1.55	0%	70.22%	0.84 2.00
BHP	Bhp Group Ltd	63.52	0%	57.94%	39.30 65.98
FMG	Fortescue Ltd	17.99	0%	-2.65%	17.65 23.38
NHC	New Hope Corporation Ltd	5.30	0%	18.14%	3.77 6.17
WHC	Whitehaven Coal Limited	7.49	0%	8.44%	5.94 9.90
NEM	Newmont Cdi	159.48	0%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.60	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.15	0%	86.07%	11.47 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.32
4DX	4dmedical	4.40
ABG	Abacus Group Unt	0.93
AIS	Aeris Resources	0.43
AGL	Agl Energy	8.19
A1M	Aic Mines	0.79
AIZ	Air New Zealand	0.36
AAI	Alcoa Corpor Cdi	71.53
ALK	Alkane Resources	1.58
A4N	Alpha Hpa	0.54

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.81
ZIM	Zimplats Holding	16.12
YAL	Yancoal Australi	5.76
XRO	Xero	77.75
WOR	Worley	10.94
WOW	Woolworths Group	40.66
WDS	Woodside Energy	31.79
WTC	Wisetech Global	41.05
WC8	Wildcat Resource	0.40
WIA	Wia Gold	0.43

OPINION

Latest Market Matters Opinions

10/08/2026 17:01

Broker Moves

• BetMakers Technology Cut to Hold at Canaccord • Monadelphous Raised to Buy at Morgans Financial Limited • Nick Scali Cut to Accumulate at Morgans Financial Limited • Charter Hall Retail Cut to Hold at Moelis & Company; PT A$4.51 • Charter Hall Retail Cut to Underweight at Barrenjoey; PT A$4.15 • Warehouse NZ Raised to Outperform at Macquarie; PT NZ$0.84 • Charter Hall Retail Cut to Neutral at Macquarie; PT A$4.18 • Avita Medical GDRs Raised to Speculative Buy at Bell Potter • Horizon Gold Rated New Speculative Buy at Euroz; PT A$1.47 • Resolute Mining Rated New Outperform at RBC; PT A$2.10

10/08/2026 17:01

CAR Group (ASX: CAR) $29.70

CAR +9.92%: delivered a broadly in-line FY26 result, but it was the stronger-than-expected FY27 outlook that caught our attention, sending shares sharply higher. After a difficult year for the classifieds sector amid concerns around slowing growth and potential AI disruption, the guidance went a long way toward addressing both issues.

ACTION

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Market Matters Content

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX closes lower as Westpac wobbles

Afternoon report 10/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

James, I don’t usually write empty praises, just to win favours or encourage you, but reading your reply to “The psychology of investing” almost perfectly described me. After about 40 years of trading/investing on the ASX, at the age of 88, I still find it difficult to except a losing decision, and crystallize the loss, by selling it. Consequently, I hold some stock, like WTC, with large losses. I tell myself, management private behavior, should not influence the share price. The market says otherwise. I know about fighting the tape, but… When I do sell a stock, even for a very small profit, I do feel elated. My other problem area is selling high dividend paying shares. I suspect, many other subscriber feels the same. The best example is GQG. Its price is falling since 2024, but it pays nearly ~11% dividend! … and it pays it 4 times a year. I suspect, they paying it that frequently, to remind everyone “I am high yielding”. I keep asking myself “if I sell GQG, where can I invest this money, showing better than 10%?”. I do ask myself your suggested question “If I did not already own this stock, would I buy it today at the current price?”, but unfortunately, I come up with the wrong answer! Best regards, John G

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

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Latest View Points

WBC

CAR

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Morning Report

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX closes lower as Westpac wobbles

Afternoon report 10/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Latest View Points

WBC

CAR

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Opinion + Action