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ANALYSIS

Market Analysis

AAI.AX

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

AEL.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

APZ.AX

ASX.AX

ALX.AX

AIA.AX

AXQ.AX

AMI.AX

AZJ.AX

AFI.AX

AUC.AX

ABB.AX

ASB.AX

AUB.AX

AAC.AX

ACL.AX

AUI.AX

BOQ.AX

BMN.AX

BAP.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

BTR.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

CGF.AX

CIA.AX

CLW.AX

CHC.AX

CQR.AX

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CNU.AX

C79.AX

CVL.AX

CU6.AX

CWY.AX

CBO.AX

COH.AX

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COL.AX

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CPU.AX

CEN.AX

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CMW.AX

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CBA.AX

DBI.AX

DYL.AX

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DVP.AX

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DGT.AX

DJW.AX

DMP.AX

DOW.AX

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DUR.AX

DNL.AX

APE.AX

EBO.AX

ELD.AX

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EHL.AX

EMR.AX

EDV.AX

DTL.AX

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EQR.AX

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EUR.AX

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FPH.AX

FDC.AX

FCL.AX

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FBU.AX

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GNE.AX

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GCI.AX

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GWA.AX

HSN.AX

HVN.AX

HGH.AX

HM1.AX

HLI.AX

HMC.AX

HDN.AX

HUB.AX

IEL.AX

IGO.AX

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IMD.AX

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INA.AX

ING.AX

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IPH.AX

IRE.AX

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JBH.AX

JDO.AX

JMS.AX

KAR.AX

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KCN.AX

KKC.AX

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LLC.AX

LFG.AX

360.AX

LIC.AX

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LIN.AX

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LOV.AX

LYL.AX

LYC.AX

MA1.AX

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MGH.AX

MAH.AX

MQG.AX

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MAD.AX

MFG.AX

MMS.AX

MPL.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MLX.AX

MTS.AX

MEI.AX

MOT.AX

MXT.AX

MFF.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYS.AX

NAN.AX

NAB.AX

NGI.AX

NWL.AX

NEU.AX

NHC.AX

NMG.AX

NEM.AX

NWS.AX

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NXT.AX

NHF.AX

NCK.AX

NIC.AX

NEC.AX

NST.AX

NWH.AX

NUF.AX

NXL.AX

OCL.AX

OML.AX

OPH.AX

OBM.AX

ORI.AX

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PDN.AX

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PDI.AX

PPC.AX

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PCI.AX

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PME.AX

PWH.AX

PYC.AX

QAN.AX

QBE.AX

QRI.AX

QAL.AX

RMS.AX

RHC.AX

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REH.AX

RF1.AX

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REG.AX

RRL.AX

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SGLLV.AX

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RIO.AX

RXL.AX

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RYM.AX

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SCG.AX

SEK.AX

SHV.AX

SRV.AX

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SHA.AX

SIG.AX

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SGM.AX

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TAH.AX

TEA.AX

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TLX.AX

TLS.AX

TPW.AX

A2M.AX

TLC.AX

SGR.AX

TWR.AX

TPG.AX

TCL.AX

TWE.AX

TUA.AX

TCG.AX

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VCX.AX

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VMM.AX

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VUL.AX

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WA1.AX

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WGB.AX

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SOL.AX

WPR.AX

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WEB.AX

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WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.55	0	0
SSO ASX Small Caps	14.09	0	0
IVV S&P 500	74.16	0	0
NDQ Nasdaq	64.35	0	0
F100 FTSE 100	14.95	0	0
ASIA Asia Tech	21.00	0	0
IEU Europe	94.39	0	0
IEM Emerging Markets	95.98	0	0
Gold Gold	54.78	0	0
ACDC Battery Tech	118.00	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,186.92	-6.9174	-0.16
Silver	60.88	0.0748	0.12
Platinum	1,686.80	-0.4069	-0.02
Palladium	1,154.42	6.6107	0.58
Ice Brent Crude	104.54	0.26	0.25
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6981	-0.0001	-0.01
Euro	1.1193	-0.0005	-0.04
British Pound	1.3229	-0.0002	-0.02
Canadian Dollar	1.4262	0.0008	0.06
New Zealand Dollar	0.5607	-0.0002	-0.04
Chinese Yuan	6.6920	-0.0101	-0.15
Japanese Yen	158.3800	0.12	0.08

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.87	0%	97.73%	0.41 0.94
BGL	Bellevue Gold Limited	1.49	0%	21.22%	1.06 2.00
BHP	Bhp Group Ltd	60.94	0%	41.36%	40.18 68.77
FMG	Fortescue Ltd	15.34	0%	-21.17%	15.34 23.38
NHC	New Hope Corporation Ltd	5.93	0%	51.28%	3.77 6.61
WHC	Whitehaven Coal Limited	7.68	0%	17.97%	6.33 9.90
NEM	Newmont Cdi	167.72	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.28	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.01	0%	32.35%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
AAI	Cdi 1:1	61.88
29M	29metals	0.33
4DX	4dmedical	4.05
ABG	Abacus Group Unt	0.82
AIS	Aeris Resources	0.47
AGL	Agl Energy Limit	8.43
A1M	Aic Mines	0.87
AIZ	Air New Zealand	0.31
ALK	Alkane	1.77
A4N	Alpha Hpa	0.55

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.16
ZIM	Zimplats Holding	15.00
YAL	Yancoal Australi	5.83
XRO	Xero Fpo	59.81
WOR	Worley Fpo	9.44
WOW	Woolworths Group	39.59
WDS	Woodside Energy	32.32
WTC	Wisetech Global	33.63
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.68

OPINION

Latest Market Matters Opinions

12/10/2026 09:48

Japanese Yen

12/10/2026 09:48

Trading Ideas – Position Updates

We start the week with six open positions;

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Market Matters Content

Macro Monday: Reasons to be bullish – part 3

Morning report 12/10/2026

Afternoon Report

The Match Out: ASX finishes the week off strong, Firmus pulls ASX IPO

Afternoon report 09/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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Latest View Points

ARB

LEND

PNI

WBT

SSM

SRL

SIQ

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JBH

NCK

NVDA US

CHC

Chart of the week

Judo Capital Holdings Pty Ltd (JDO)

Aus. Investment blog Subscribe to blog

Why has the ASX LTD (ASX:ASX) popped ~4%?

The ASXLTD (ASX) is trading up well over 3% today helped by an upgrade by CLSA with Price Target of $63.

ASX: ASX 07/10/2026

Why is Paladin Energy (ASX: PDN) up more than 4%?

Paladin (PDN) along with the ASX uranium sector is soaring today as after Google’s parent Alphabet agreed to buy nuclear power from Constellation Energy in a deal that will spur the addition of 890 megawatts of new reactor capacity.

ASX: PDN 07/10/2026

Morning Report