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ANALYSIS

Market Analysis

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.30	0	0
SSO ASX Small Caps	14.42	0	0
IVV S&P 500	73.17	0	0
NDQ Nasdaq	63.37	0	0
F100 FTSE 100	15.15	0	0
ASIA Asia Tech	21.46	0	0
IEU Europe	96.84	0	0
IEM Emerging Markets	97.32	0	0
Gold Gold	55.82	0	0
ACDC Battery Tech	119.56	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,286.25	8.264	0.19
Silver	64.28	0.3755	0.59
Platinum	1,778.16	29.6591	1.7
Palladium	1,266.78	-7.47	-0.59
Ice Brent Crude	104.38	-2.22	-2.08
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7010	-0.0013	-0.19
Euro	1.1380	-0.0008	-0.07
British Pound	1.3228	-0.0021	-0.16
Canadian Dollar	1.4133	-0.0008	-0.06
New Zealand Dollar	0.5659	0.0004	0.07
Chinese Yuan	6.7128	0.0017	0.03
Japanese Yen	157.2300	0.04	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	0.90	0%	127.85%	0.38 0.94
BGL	Bellevue Gold Limited	1.60	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.72	0%	45.72%	40.18 68.77
FMG	Fortescue Ltd	16.37	0%	-14.47%	16.14 23.38
NHC	New Hope Corporation Ltd	5.71	0%	40.99%	3.77 6.61
WHC	Whitehaven Coal Limited	7.37	0%	10.00%	6.33 9.90
NEM	Newmont Cdi	171.02	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.16	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.38	0%	63.96%	13.58 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.38
4DX	4dmedical	4.00
ABG	Abacus Group Unt	0.82
AIS	Aeris Resources	0.50
AGL	Agl Energy Limit	8.01
A1M	Aic Mines	0.90
AIZ	Air New Zealand	0.33
AAI	Alcoa Corpor Cdi	61.20
ALK	Alkane Resources	1.90
A4N	Alpha Hpa	0.60

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.99
ZIM	Zimplats Holding	14.72
YAL	Yancoal Australi	5.66
XRO	Xero Fpo	57.36
WOR	Worley	9.63
WOW	Woolworths Group	38.47
WDS	Woodside Energy	31.72
WTC	Wisetech Global	31.33
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.37

OPINION

Latest Market Matters Opinions

26/09/2026 08:35

First Up

The ASX 200 retreated another 0.8% last week despite a softening oil price and gains on Wall Street. The local market has lost its “Mojo” at the moment, as is the way in the month of September, with investors adopting an if-in-doubt sell approach to news. With the RBA set to hike rates next week, the US-Iran war pushing up oil prices, bond yields soaring, and the local housing market falling, there are plenty of reasons to keep investors on the sidelines, but we believe it will deliver opportunity in the coming weeks.

25/09/2026 17:01

Broker Moves

• Sandfire Cut to Neutral at Barrenjoey; PT A$23 • Lynas Raised to Overweight at Barrenjoey; PT A$18.50 • Boss Energy Cut to Underweight at Barrenjoey; PT A$1.45 • New Hope Cut to Underweight at Barrenjoey; PT A$5.10 • Minerals 260 Rated New Outperform at Macquarie; PT A$1.30

ACTION

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Market Matters Content

ETF Friday: Evaluating 3 leveraged ETFs for a potential Christmas rally by the ASX 200

Morning report 25/09/2026

Afternoon Report

The Match Out: ASX lower as Tech extends slide, Netwealth (NWL) hit with class action

Afternoon report 25/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

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