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ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.71	0	0
SSO ASX Small Caps	16.87	0	0
IVV S&P 500	64.06	0	0
NDQ Nasdaq	51.40	0	0
F100 FTSE 100	15.17	0	0
ASIA Asia Tech	15.63	0	0
IEU Europe	99.80	0	0
IEM Emerging Markets	85.80	0	0
Gold Gold	69.14	0	0
ACDC Battery Tech	144.24	0	0

COMMODITIES	Close($)	-/+	%
Gold	5,104.04	-222.78	-4.18
Silver	82.41	-7.027	-7.86
Platinum	2,099.95	-202.95	-8.81
Palladium	1,653.50	-113	-6.4
Ice Brent Crude	78.07	5.2	7.14
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7041	-0.005	-0.71
Euro	1.1615	-0.0072	-0.62
British Pound	1.3361	-0.0044	-0.33
Canadian Dollar	1.3668	-0.0008	-0.06
New Zealand Dollar	0.5891	-0.0049	-0.82
Chinese Yuan	6.8996	0.0175	0.25
Japanese Yen	157.6300	0.29	0.18

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.74	0%	88.31%	0.28 0.75
BGL	Bellevue Gold Ltd	1.82	0%	56.60%	0.78 2.00
BHP	Bhp Group Ltd	57.70	0%	51.77%	33.25 59.39
FMG	Fortescue Ltd	19.58	0%	24.17%	13.18 23.38
NHC	New Hope Corporation Ltd	5.10	0%	18.16%	3.33 5.13
WHC	Whitehaven Coal Ltd	8.19	0%	41.03%	4.26 9.59
NEM	Newmont Cdi	183.44	0%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	18.32	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	19.46	0%	93.86%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.39
4DX	4dmedical	4.41
ABG	Abacus Group Unt	1.05
ASK	Abacus Storage K	1.47
AX1	Accent Group	1.03
AIS	Aeris Resources	0.53
A1G	African Gold Ltd	1.05
AGL	Agl Energy	9.79
A1M	Aic Mines	0.74
AIZ	Air New Zealand	0.46

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.70
ZIM	Zimplats Holding	21.37
YAL	Yancoal Australi	6.49
XRO	Xero	78.86
WOR	Worley	11.32
WOW	Woolworths Group	36.90
WDS	Woodside Energy	30.48
WTC	Wisetech Global	44.26
WC8	Wildcat Resource	0.41
WIA	Wia Gold	0.56

OPINION

Latest Market Matters Opinions

03/03/2026 17:37

What Mattered Today

The ASX was hit today, unwinding yesterday’s strong recovery from the lows, with commentary from RBA Chair Michelle Bullock at an AFR event dovetailing into higher oil prices driving a sharp increase in local bond yields on firming rate hike expectations at the next meeting.

03/03/2026 17:34

Bonds

Bond markets moved quickly today after Michele Bullock made it clear that “every meeting is live”, pushing back against the market’s long-held assumption that the Reserve Bank of Australia would wait for quarterly inflation data before acting again. The shift in tone has materially lifted expectations for another rate hike as soon as March 17, now sitting at a ~28% probability, while a May hike is now fully priced in.

ACTION

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Market Matters Content

What Matters Today: 3 Stocks MM Likes, & 3 We Don’t, as Middle East Conflict Escalates

Morning report 03/03/2026

Afternoon Report

The Match Out: ASX falls as RBA hints of March rate hike, bond yields surge

Afternoon report 03/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/02/2026

Perenti Ltd (PRN) and Service Stream (SSM)

Hi James & Team Can I have your view on Perenti & Service Stream now they have reported. Would you continue to hold? Do you see PRN share price recovering from the hit it took? Some Brokers have Price Targets on SSM of $2.50 & $2.85. (currently $2.09) regards Debbie

Ask James

Question asked 28/02/2026

Is it time to cut Worley Ltd (WOR)

Hi MM Team, Worley's share price seems to have been gradually declining over the past 2 years and I have been patiently waiting for their strategy to turn this around. The latest results have triggered a further slump in the share price which is now down to $11.23. Do you think the market has had an over reaction to the results and the share price should bounce back or is it time to cut Worley and look else where? Thanks for the insightful commentary and advice. Peter

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