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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

ABG.AX

ASK.AX

A1G.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

AYA.AX

APZ.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AZJ.AX

AUC.AX

ABB.AX

ASB.AX

AAC.AX

AEF.AX

AFG.AX

AFI.AX

AUI.AX

ASG.AX

BOQ.AX

BMN.AX

BCI.AX

BPT.AX

BGA.AX

BGL.AX

BEN.AX

BNZ.AX

BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

CWP.AX

CNI.AX

CIP.AX

COF.AX

CHN.AX

CGF.AX

CIA.AX

CHI.AX

CHC.AX

CLW.AX

CQR.AX

CQE.AX

CNU.AX

C79.AX

CVL.AX

CU6.AX

CWY.AX

CBO.AX

COH.AX

CDA.AX

COL.AX

CKF.AX

CBA.AX

CPU.AX

CEN.AX

CXO.AX

CCP.AX

CMW.AX

CSL.AX

CCL.AX

DBI.AX

DTL.AX

DTR.AX

DYL.AX

DRR.AX

DVP.AX

DXS.AX

DXI.AX

DDR.AX

DGT.AX

DUI.AX

DJW.AX

DMP.AX

DOW.AX

DPM.AX

DRO.AX

DUR.AX

DNL.AX

APE.AX

EBO.AX

EIQ.AX

ELD.AX

EOS.AX

ELV.AX

ELS.AX

EHL.AX

EMR.AX

EDV.AX

ERA.AX

EQR.AX

EQT.AX

EVN.AX

EVT.AX

FCL.AX

FFM.AX

FPH.AX

FPR.AX

FBU.AX

FLT.AX

FML.AX

FRS.AX

FMG.AX

FRW.AX

FGX.AX

FGG.AX

GLN.AX

GLF.AX

GDG.AX

GNE.AX

GMD.AX

GTK.AX

GNP.AX

GMG.AX

GPT.AX

GQG.AX

GNG.AX

GNC.AX

GGP.AX

GOZ.AX

GCI.AX

GYG.AX

GWA.AX

HSN.AX

HVN.AX

HGH.AX

HM1.AX

HLI.AX

HMC.AX

HDN.AX

HUB.AX

IEL.AX

IGO.AX

ILU.AX

IMD.AX

IMR.AX

IFT.AX

INA.AX

ING.AX

IFL.AX

IAG.AX

IDX.AX

IPG.AX

IPX.AX

IPH.AX

IRE.AX

JHX.AX

JBH.AX

JDO.AX

JIN.AX

JMS.AX

KAR.AX

KLS.AX

KCN.AX

KKC.AX

GLS.AX

L1G.AX

LSF.AX

LRV.AX

LFS.AX

LLC.AX

LFG.AX

360.AX

LIC.AX

LNW.AX

LIN.AX

LTR.AX

LOV.AX

LYL.AX

LYC.AX

MA1.AX

MAF.AX

MGH.AX

MAH.AX

MQG.AX

MAQ.AX

MAD.AX

MFG.AX

MAU.AX

MMS.AX

MPL.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MLX.AX

MTS.AX

MOT.AX

MXT.AX

MFF.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYS.AX

NAN.AX

NAB.AX

NSR.AX

NGI.AX

NWL.AX

NEU.AX

NHC.AX

NMG.AX

NEM.AX

NWS.AX

NXG.AX

NHF.AX

NCK.AX

NIC.AX

NEC.AX

NST.AX

NWH.AX

NUF.AX

OCL.AX

OBL.AX

OML.AX

OPH.AX

OBM.AX

ORI.AX

ORG.AX

ORA.AX

PDN.AX

PNR.AX

PPC.AX

PPM.AX

PRN.AX

PPT.AX

PCI.AX

PRU.AX

PXA.AX

PNI.AX

PL8.AX

PLS.AX

PGF.AX

PNV.AX

PDI.AX

PMV.AX

PME.AX

PFP.AX

PWH.AX

PYC.AX

QAN.AX

QBE.AX

QAL.AX

QRI.AX

QUB.AX

RAC.AX

RMS.AX

RHC.AX

REA.AX

RDX.AX

REH.AX

RF1.AX

RPL.AX

RG1.AX

RGN.AX

REG.AX

RRL.AX

RWC.AX

RMD.AX

RSG.AX

SGLLV.AX

RIC.AX

RIO.AX

RXL.AX

RFF.AX

RYM.AX

SFR.AX

SMI.AX

STO.AX

SCG.AX

SEK.AX

SHV.AX

SRV.AX

SSM.AX

SGH.AX

SHA.AX

SIG.AX

SLX.AX

SGM.AX

SDR.AX

SKS.AX

SKC.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SPK.AX

SRG.AX

SBM.AX

SGQ.AX

SMR.AX

SDF.AX

SGP.AX

STK.AX

SNZ.AX

SUN.AX

SRL.AX

SUL.AX

SLC.AX

SNL.AX

SYL.AX

TAH.AX

TEA.AX

TNE.AX

TLX.AX

TLS.AX

TPW.AX

A2M.AX

TLC.AX

SGR.AX

TVN.AX

TWR.AX

TPG.AX

TCL.AX

TWE.AX

TUA.AX

TCG.AX

UNI.AX

VAU.AX

VNT.AX

VCX.AX

VGN.AX

VEA.AX

VUL.AX

VSL.AX

WA1.AX

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

WPR.AX

WEB.AX

WBT.AX

WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WC8.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.45	0	0
SSO ASX Small Caps	16.26	0	0
IVV S&P 500	66.20	0	0
NDQ Nasdaq	54.92	0	0
F100 FTSE 100	15.11	0	0
ASIA Asia Tech	17.31	0	0
IEU Europe	100.93	0	0
IEM Emerging Markets	89.17	0	0
Gold Gold	61.14	0	0
ACDC Battery Tech	167.99	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,737.54	25.873	0.55
Silver	77.35	0.6492	0.85
Platinum	2,049.88	13.0936	0.64
Palladium	1,549.75	16.8499	1.1
Ice Brent Crude	99.06	3.58	3.75
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7154	0.0003	0.04
Euro	1.1742	0	0
British Pound	1.3508	0.0002	0.01
Canadian Dollar	1.3658	-0.0004	-0.03
New Zealand Dollar	0.5895	0.0002	0.03
Chinese Yuan	6.8208	0.0036	0.05
Japanese Yen	159.3800	0.05	0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.64	0%	75.36%	0.30 0.75
BGL	Bellevue Gold Ltd	1.74	0%	76.65%	0.78 2.00
BHP	Bhp Group Ltd	55.51	0%	52.66%	35.52 59.39
FMG	Fortescue Ltd	21.18	0%	40.29%	14.31 23.38
NHC	New Hope Corporation Ltd	5.12	0%	38.40%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.94	0%	57.73%	4.75 9.90
NEM	Newmont Cdi	158.60	0%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.67	0%	0.00%	7.31 20.47
SFR	Sandfire Resources Ltd	18.01	0%	87.63%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	5.34
ABG	Abacus Group Unt	1.05
ASK	Abacus Storage K	1.44
A1G	African Gold Ltd	1.04
AGL	Agl Energy	9.39
A1M	Aic Mines	0.64
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	94.28
ALK	Alkane Resources	1.70
A4N	Alpha Hpa	0.68

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.58
ZIM	Zimplats Holding	18.80
YAL	Yancoal Australi	6.85
XRO	Xero	82.98
WOR	Worley	11.43
WOW	Woolworths Group	37.82
WDS	Woodside Energy	31.21
WTC	Wisetech Global	45.59
WC8	Wildcat Resource	0.49
WIA	Wia Gold	0.49

OPINION

Latest Market Matters Opinions

22/04/2026 09:40

Portfolio Amendment – Emerging Companies Portfolio

As discussed in the AM note this morning (here), the risk/reward has improved for Chrysos Corp (C79), and we are using recent weakness to establish a position.

22/04/2026 09:35

The Bottom Line

• While value is starting to present itself in the regional banks, we’re unlikely to be buyers in the near future.

ACTION

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Market Matters Content

Portfolio Positioning: Is the next chapter about to unfold for the banks?

Morning report 22/04/2026

Afternoon Report

The Match Out: ASX treads water, HUB misses on flows

Afternoon report 21/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

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Latest View Points

C79

CB US

BEN

RIO

HUB

EQIX US

GMG

NXT

NAB

PDN

ZIP

CLNE

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Morning Report

Portfolio Positioning: Is the next chapter about to unfold for the banks?

Morning report 22/04/2026

Afternoon Report

The Match Out: ASX treads water, HUB misses on flows

Afternoon report 21/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

Latest View Points

C79

CB US

BEN

RIO

HUB

EQIX US

GMG

NXT

NAB

PDN

ZIP

CLNE

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Opinion + Action