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ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.99	0	0
SSO ASX Small Caps	14.85	0	0
IVV S&P 500	71.41	0	0
NDQ Nasdaq	59.77	0	0
F100 FTSE 100	15.21	0	0
ASIA Asia Tech	20.43	0	0
IEU Europe	97.93	0	0
IEM Emerging Markets	95.60	0	0
Gold Gold	56.79	0	0
ACDC Battery Tech	126.83	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,326.13	-122.1561	-2.75
Silver	64.07	-2.4497	-3.68
Platinum	1,743.18	-47.7385	-2.67
Palladium	1,311.00	-45.114	-3.33
Ice Brent Crude	90.67	2.57	2.92
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7144	-0.0022	-0.31
Euro	1.1592	-0.0024	-0.21
British Pound	1.3515	-0.0032	-0.24
Canadian Dollar	1.3893	0.0039	0.28
New Zealand Dollar	0.5891	-0.0024	-0.41
Chinese Yuan	6.7202	0.0005	0.01
Japanese Yen	160.1700	0.44	0.28

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	0%	167.19%	0.32 0.89
BGL	Bellevue Gold Limited	1.63	0%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	66.84	0%	56.48%	39.30 68.77
FMG	Fortescue Ltd	17.41	0%	-6.57%	17.10 23.38
NHC	New Hope Corporation Ltd	6.11	0%	35.84%	3.77 6.18
WHC	Whitehaven Coal Limited	8.65	0%	24.66%	5.94 9.90
NEM	Newmont Cdi	176.04	0%	0.00%	113.66 190.91
NXG	Nexgen Ene Cdi	14.69	0%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	23.07	0%	86.27%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.39
4DX	4dmedical	3.42
ABG	Abacus Group Unt	0.87
AIS	Aeris Resources	0.51
AGL	Agl Energy	8.68
A1M	Aic Mines	0.81
AIZ	Air New Zealand	0.32
AAI	Alcoa Corpor Cdi	69.72
ALK	Alkane Resources	1.94
A4N	Alpha Hpa	0.65

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.62
ZIM	Zimplats Holding	17.90
YAL	Yancoal Australi	6.21
XRO	Xero	83.28
WOR	Worley	10.02
WOW	Woolworths Group	39.33
WDS	Woodside Energy	32.70
WTC	Wisetech Global	39.70
WC8	Wildcat Resource	0.41
WIA	Wia Gold	0.48

OPINION

Latest Market Matters Opinions

01/09/2026 16:50

Broker Moves

• Cobram Estate Raised to Buy at Ord Minnett; PT A$3.58 • Austal Raised to Buy at Citi; PT A$5.75 • Liontown Raised to Positive at Evans & Partners Pty Ltd • ImExHS Ltd Cut to Hold at Morgans Financial Limited • Monash IVF Raised to Buy at Canaccord; PT 91 Australian cents • South32 Cut to Hold at SBG Securities; PT A$5.35

01/09/2026 16:50

What Mattered Today

The ASX 200 slipped every so slightly, though certainly performed better than feared given escalation in the Middle East and rate hike expectations jumping over the past few days. A renewed spike in oil prices and global bond yields was largely shrugged off at the index level, though did put pressure on rate-sensitive parts of the market as consumer names took a hit. The move was reasonably broad with 7 of 11 sectors modestly lower, though strength across Energy and parts of Resources kept the index-level decline modest.

ACTION

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Market Matters Content

What Matters Today: Can coal stocks extend August’s strength?

Morning report 01/09/2026

Afternoon Report

The Match Out: ASX edges lower as consumers sell off, Liontown (LTR) jumps on Argentine lithium deal

Afternoon report 01/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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Latest View Points

BTU US

YAL

NHC

WHC

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Judo Capital (ASX: JDO) up ~7% today?

Judo Capital (JDO) is up strongly today on M&A speculation after overnight comments in The Australian.

ASX:JDO 31/08/2026

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 31/08/2026

Morning Report

What Matters Today: Can coal stocks extend August’s strength?

Morning report 01/09/2026

Afternoon Report

The Match Out: ASX edges lower as consumers sell off, Liontown (LTR) jumps on Argentine lithium deal

Afternoon report 01/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Latest View Points

BTU US

YAL

NHC

WHC

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Judo Capital (ASX: JDO) up ~7% today?

Judo Capital (JDO) is up strongly today on M&A speculation after overnight comments in The Australian.

ASX:JDO 31/08/2026

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 31/08/2026

Opinion + Action