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ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	130.50	0	0
SSO ASX Small Caps	13.80	0	0
IVV S&P 500	55.94	0	0
NDQ Nasdaq	43.32	0	0
F100 FTSE 100	13.17	0	0
ASIA Asia Tech	9.75	0	0
IEU Europe	90.60	0	0
IEM Emerging Markets	66.20	0	0
Gold Gold	48.27	0	0
ACDC Battery Tech	78.59	0	0

COMMODITIES	Close($)	-/+	%
Gold	3,424.63	97.0886	2.92
Silver	32.68	0.0859	0.26
Platinum	960.53	-6.4884	-0.67
Palladium	936.68	-25.53	-2.65
Ice Brent Crude	67.85	2	3.04
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6416	0.004	0.63
Euro	1.1510	0.012	1.05
British Pound	1.3375	0.0081	0.61
Canadian Dollar	1.3836	-0.0012	-0.09
New Zealand Dollar	0.5998	0.0061	1.03
Chinese Yuan	7.2914	-0.0081	-0.11
Japanese Yen	140.9300	-1.24	-0.87

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Group International Ltd	3.70	0%	143.42%	1.35 4.08
DBI	Dalrymple Bay Infrastructure Ltd	3.95	0%	42.60%	2.71 3.98
HSN	Hansen Technologies Ltd	5.04	0%	7.69%	4.01 5.88
JHX	James Hardie Industries Plc	34.95	0%	-35.30%	31.86 59.53
MGR	Mirvac Group	2.17	0%	3.33%	1.80 2.31
NSR	National Storage Reit	2.23	0%	0.90%	2.05 2.59
PDN	Paladin Energy Ltd	4.55	0%	-68.86%	3.93 17.98
RUL	Rpmglobal Holdings Ltd	2.55	0%	0.00%	2.07 3.35
SFR	Sandfire Resources Ltd	9.70	0%	7.78%	7.79 11.72
WOR	Worley Ltd	11.92	0%	-27.01%	11.07 16.90

10 Top Gainers | <$500m

Code	Company	Last($)
ABG	Abacus Group Unt	1.12
ASK	Abacus Storage K	1.46
AX1	Accent Group	1.81
ADT	Adriatic Metals	4.20
AGL	Agl Energy	10.30
AIZ	Air New Zealand	0.54
AAI	Alcoa Corpor Cdi	38.00
A4N	Alpha Hpa	0.75
ALQ	Als	15.31
AMC	Amcor Plc	14.65

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	1.66
ZIM	Zimplats Holding	12.61
YAL	Yancoal Australi	4.81
XRO	Xero	155.11
WOR	Worley	11.92
WOW	Woolworths Group	31.54
WDS	Woodside Energy	20.07
WTC	Wisetech Global	82.00
WHC	Whitehaven Coal	4.85
WHF	Whitefield Indus	5.43

OPINION

Latest Market Matters Opinions

17/04/2025 16:40

Broker Moves

• Minerals 260 Rated New Speculative Buy at Argonaut Securities • Liontown Resources Raised to Hold at Canaccord • IGO Raised to Hold at Canaccord; PT A$3.50 • Accent Group Raised to Overweight at Jarden Securities • Genesis Minerals Cut to Neutral at Macquarie; PT A$4.20 • Bank of Queensland Raised to Equal-Weight at Morgan Stanley • Nanosonics Cut to Sell at Bell Potter; PT A$4.05 • Iluka Raised to Overweight at JPMorgan; PT A$4.75 • Bank of Queensland Raised to Neutral at Evans & Partners Pty Ltd

17/04/2025 16:39

BHP Group (BHP) $36.48

BHP +1.14%: Released strong 3rd quarter production numbers highlighting the miner is on track to meet or beat full-year targets with iron ore and copper particularly impressive.

ACTION

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Market Matters Content

What Matters Today: Did MM turn neutral towards Gold too early?

Morning report 17/04/2025

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The Match Out: ASX strong as energy bounces back, commodity stocks impress on quarterlies

Afternoon report 17/04/2025

Ask James ASK A QUESTION

Ask James

Question asked 12/04/2025

Your thoughts on a bank stock – Westpac (WBC)

Hello Esteemed Team, Times have changed. It looks like there will be hefty interest rate cuts this year. Is this likely to lower bank profits? EXCEPT for CBA, the banks have been dividend traps over the last decade and more. You have 'liked' WBC in your comments recently. It looks like you see it as a company that can provide SOME growth plus an attractive dividend. I am strongly considering buying it for this reason, but, do not wish to buy it and have it remain stagnant with no growth. I am NOT seeking personal advice. CONSIDERING the recent tariff insanity, I would like to ask you if you still have favourable thoughts about WBC? Are banks in general likely to have a bad time if there is a recession, and IF YOU were to buy WBC what price would you look at getting in and what price would you look at getting out? I realize that no one has a crystal ball. The myriad of variables created by Trump's attack on the world make it virtually impossible to make a high confidence estimate of probable outcomes. However, I am SURE your calculations would be better founded than my own. Keep up the GREAT work. Paul

Ask James

Question asked 12/04/2025

Takeovers and a shrinking ASX.

Hi Lately it seems like there is a new takeover offer for a listed ASX company almost every week. Whenever one of these takeovers succeeds it inevitably means that the target gets delisted and the pool of companies to invest in on the ASX gets smaller. At the moment there doesn't seem to be a stream of new listings to replace the ones that get taken out - just the occasional new one such as Digico or Gusman y Gomez. Does this mean the ASX could become less attractive as an investment option (especially for the big players)? Does the ASX need to try to attract new listings? Cheers, Carl

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