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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.47%

4DX.AX

4.65%

ABG.AX

1.81%

AIS.AX

AGL.AX

-0.8%

A1M.AX

-1.54%

AIZ.AX

3.23%

AAI.AX

-0.58%

ALK.AX

-0.26%

A4N.AX

-0.79%

ALQ.AX

-0.95%

AMC.AX

-1.03%

AOV.AX

-0.71%

AMP.AX

1.65%

AEL.AX

0.9%

ALD.AX

-4.76%

ASL.AX

-3.41%

ANN.AX

0.61%

ANZ.AX

0.17%

APA.AX

-0.78%

ARU.AX

1.32%

ARB.AX

0.05%

ARF.AX

3.07%

ARG.AX

ALL.AX

-0.11%

AYA.AX

0.6%

APZ.AX

1.68%

ASX.AX

0.74%

ALX.AX

1.11%

AUB.AX

-0.92%

AIA.AX

AXQ.AX

3.41%

AMI.AX

4.55%

AZJ.AX

0.54%

AUC.AX

1.78%

ABB.AX

-0.48%

ASB.AX

1.4%

AAC.AX

0.37%

ACL.AX

0.74%

AFI.AX

0.15%

AUI.AX

0.25%

BOQ.AX

0.3%

BMN.AX

0.12%

BAP.AX

9.88%

BCI.AX

7.01%

BPT.AX

-0.57%

BGA.AX

0.49%

BGL.AX

2.74%

BEN.AX

0.38%

BNZ.AX

3.21%

BHP.AX

-2.57%

BKI.AX

0.81%

BC8.AX

XYZ.AX

1.25%

BSL.AX

-0.28%

BMC.AX

1.01%

BOE.AX

2.95%

BXB.AX

-0.49%

BVS.AX

1.44%

BRE.AX

-5.45%

BRG.AX

0.06%

BTR.AX

-1.28%

BGP.AX

BFL.AX

BWP.AX

-0.14%

CMM.AX

-0.06%

CSC.AX

0.27%

CAR.AX

1.2%

CIN.AX

CYL.AX

-0.07%

CAT.AX

5.32%

CWP.AX

0.74%

CNI.AX

1.21%

CIP.AX

-0.68%

COF.AX

0.57%

CHN.AX

2.71%

CGF.AX

CIA.AX

-0.58%

CHC.AX

1.87%

CLW.AX

1.59%

CQR.AX

0.89%

CQE.AX

0.42%

CNU.AX

0.62%

C79.AX

0.88%

CVL.AX

2.56%

CU6.AX

0.22%

CWY.AX

1.76%

CBO.AX

0.17%

COH.AX

2.77%

CDA.AX

-0.24%

CGS.AX

1.79%

COL.AX

0.78%

CKF.AX

0.78%

CBA.AX

0.04%

CPU.AX

-2.48%

CEN.AX

-0.83%

CXO.AX

CCP.AX

1.42%

CMW.AX

-0.66%

CSL.AX

-0.44%

CCL.AX

1.65%

DBI.AX

0.94%

DTL.AX

2.22%

DYL.AX

-1.95%

DRR.AX

1.21%

DVP.AX

0.28%

DXS.AX

1.22%

DXI.AX

DDR.AX

1.86%

DGT.AX

1.64%

DJW.AX

0.67%

DMP.AX

1.04%

DOW.AX

DPM.AX

0.65%

DRO.AX

4.8%

DUR.AX

-0.66%

DNL.AX

-1.28%

APE.AX

-2.38%

EBO.AX

0.71%

EIQ.AX

4.9%

ELD.AX

EOS.AX

3.35%

ELV.AX

-2.79%

ELS.AX

1.37%

EHL.AX

-0.22%

EMR.AX

2.58%

EDV.AX

-0.77%

EQR.AX

-0.7%

EQT.AX

4.89%

EUR.AX

0.68%

EVN.AX

0.2%

EVT.AX

-0.61%

FDC.AX

FCL.AX

-1.87%

FFM.AX

2.83%

FPH.AX

1.23%

FPR.AX

0.72%

FBU.AX

0.63%

FLT.AX

0.78%

FML.AX

0.98%

FRS.AX

16.9%

FMG.AX

1.24%

FRW.AX

-0.36%

FGX.AX

0.37%

FGG.AX

GLF.AX

-0.87%

GDG.AX

0.32%

GNE.AX

GMD.AX

0.06%

GNP.AX

0.54%

GMG.AX

0.13%

GPT.AX

0.98%

GQG.AX

1.21%

GNG.AX

0.93%

GNC.AX

-3.06%

GGP.AX

G6M.AX

-2.79%

GOZ.AX

0.73%

GCI.AX

0.99%

GYG.AX

2.09%

GWA.AX

HSN.AX

3.58%

HVN.AX

1.9%

HGH.AX

0.97%

HM1.AX

1.31%

HLI.AX

1.37%

HMC.AX

8.06%

HDN.AX

2.27%

HUB.AX

-0.42%

IGO.AX

-4.76%

ILU.AX

-1.26%

IMD.AX

-0.87%

IMR.AX

1.3%

IFT.AX

1.18%

INA.AX

0.96%

ING.AX

1.44%

IAG.AX

-0.25%

IDX.AX

0.66%

IPG.AX

-1.15%

IPX.AX

-1.5%

IPH.AX

0.15%

IRE.AX

2.81%

JHX.AX

2.27%

JBH.AX

1.7%

JDO.AX

3.14%

KAR.AX

0.86%

KLS.AX

0.49%

KCN.AX

0.37%

KKC.AX

GLS.AX

-0.94%

L1G.AX

-1.03%

LSF.AX

1.25%

LGF.AX

0.89%

LRV.AX

-0.71%

LFS.AX

0.27%

LLC.AX

1.74%

LFG.AX

360.AX

5.04%

LIC.AX

2.23%

LNW.AX

0.63%

LIN.AX

2.36%

LTR.AX

-2.52%

LOV.AX

0.13%

LYL.AX

-1.09%

LYC.AX

-0.75%

MA1.AX

0.51%

MAF.AX

3.7%

MGH.AX

6.42%

MAH.AX

1.56%

MQG.AX

0.95%

MAQ.AX

1.54%

MAD.AX

-0.64%

MFG.AX

0.82%

MMS.AX

0.95%

MM8.AX

2.31%

MPL.AX

MP1.AX

4.14%

MCY.AX

-0.55%

MEZ.AX

MSB.AX

0.21%

MLX.AX

-2.78%

MTS.AX

0.51%

MEI.AX

1.28%

MOT.AX

-1.57%

MXT.AX

-1.7%

MFF.AX

0.75%

MIN.AX

-3.98%

MI6.AX

2.52%

MIR.AX

-0.78%

MGR.AX

-0.81%

MND.AX

0.92%

MYS.AX

1.02%

NAN.AX

NAB.AX

0.01%

NGI.AX

-3.73%

NWL.AX

-1.12%

NEU.AX

1.02%

NHC.AX

NMG.AX

5.26%

NEM.AX

1.97%

NWS.AX

0.25%

NXG.AX

2.94%

NXT.AX

1.59%

NHF.AX

-0.97%

NCK.AX

1.03%

NIC.AX

-2.71%

NEC.AX

-6%

NST.AX

-0.45%

NWH.AX

-1.05%

NUF.AX

-0.61%

NXL.AX

OCL.AX

3.53%

OML.AX

0.15%

OPH.AX

2.56%

OBM.AX

5.98%

ORI.AX

-0.6%

ORG.AX

-1%

ORA.AX

0.17%

PDN.AX

2.18%

PNR.AX

3.04%

PPC.AX

0.52%

PPM.AX

0.51%

PRN.AX

-0.87%

PPT.AX

1.33%

PCI.AX

-0.45%

PRU.AX

1.13%

PXA.AX

1.15%

PNI.AX

-1.53%

PL8.AX

0.35%

PLS.AX

-4.9%

PGF.AX

1.09%

PNV.AX

2.94%

PDIDB.AX

3.88%

PMV.AX

0.87%

PME.AX

2.65%

PWH.AX

1.33%

PYC.AX

-3.11%

QAN.AX

0.21%

QBE.AX

-0.31%

QAL.AX

-1.85%

QRI.AX

RMS.AX

0.51%

RHC.AX

-0.2%

REA.AX

2.77%

RDX.AX

-0.73%

REH.AX

RF1.AX

1.42%

RPL.AX

0.21%

RG1.AX

0.76%

RGN.AX

0.22%

REG.AX

3.37%

RRL.AX

0.42%

RWC.AX

-0.24%

RMD.AX

-1.04%

RSG.AX

0.69%

SGLLV.AX

1.02%

RIC.AX

-0.57%

RIO.AX

-1.48%

RXL.AX

-1.23%

RFF.AX

1.02%

RYM.AX

1.48%

SFR.AX

-0.36%

SMI.AX

-1.42%

STO.AX

-0.42%

SCG.AX

0.14%

SEK.AX

3.1%

SHV.AX

0.51%

SRV.AX

1.48%

SSM.AX

0.63%

SGH.AX

0.26%

SHA.AX

1.2%

SIG.AX

0.93%

SLX.AX

-0.1%

SGM.AX

1.01%

SDR.AX

4.95%

SKS.AX

0.13%

SKC.AX

0.94%

SIQ.AX

-0.52%

SHL.AX

0.18%

S32.AX

-0.38%

SX2.AX

0.2%

SXE.AX

2.44%

SPK.AX

0.28%

SRG.AX

-0.13%

SBM.AX

0.34%

SMR.AX

1.19%

SDF.AX

SGP.AX

-1.12%

SKG.AX

0.9%

SNZ.AX

SUN.AX

0.1%

SRL.AX

4.15%

SUL.AX

0.6%

SLC.AX

-0.35%

SNL.AX

-1.04%

SYL.AX

TAH.AX

1.14%

TEA.AX

1.7%

TNE.AX

0.55%

TLX.AX

2.15%

TLS.AX

0.74%

TPW.AX

3.53%

A2M.AX

-0.76%

TLC.AX

-0.2%

SGR.AX

3.7%

THL.AX

1.3%

TWR.AX

-1.28%

TPG.AX

0.39%

TCL.AX

0.76%

TWE.AX

0.83%

TUA.AX

-0.94%

TCG.AX

1.85%

TRA.AX

2.79%

USL.AX

-3.18%

UNI.AX

2.9%

VAU.AX

0.59%

VNT.AX

1.17%

VCX.AX

0.79%

VGN.AX

0.18%

VMM.AX

3.59%

VGL.AX

1.83%

VEA.AX

-3.16%

VUL.AX

-0.96%

VSL.AX

0.85%

VYS.AX

-0.5%

WA1.AX

-1.66%

WGN.AX

3.92%

WAM.AX

0.4%

WGB.AX

WLE.AX

0.38%

SOL.AX

0.59%

WPR.AX

WQG.AX

1.46%

WEB.AX

1.23%

WBT.AX

1.45%

WES.AX

0.68%

WAF.AX

2.4%

WGX.AX

2.14%

WBC.AX

0.34%

WHF.AX

-0.82%

WHC.AX

-1.06%

WIA.AX

2.63%

WC8.AX

-3.8%

WTC.AX

2.26%

WDS.AX

-1.26%

WOW.AX

0.26%

WOR.AX

0.61%

XRO.AX

-1.96%

YAL.AX

-0.16%

ZIM.AX

0.62%

ZIP.AX

2.52%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.52	-0.38	-0.25
SSO ASX Small Caps	14.87	0.16	1.09
IVV S&P 500	71.59	0.29	0.41
NDQ Nasdaq	59.56	0.41	0.69
F100 FTSE 100	15.26	0.06	0.39
ASIA Asia Tech	20.10	0.17	0.85
IEU Europe	97.62	0.09	0.09
IEM Emerging Markets	94.63	0.33	0.35
Gold Gold	56.70	0.12	0.21
ACDC Battery Tech	123.77	0.29	0.23

COMMODITIES	Close($)	-/+	%
Gold	4,467.70	-5.1589	-0.12
Silver	66.59	-0.3588	-0.54
Platinum	1,801.38	-24.87	-1.36
Palladium	1,409.00	-12.0833	-0.85
Ice Brent Crude	95.92	0.29	0.3
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7209	0.001	0.14
Euro	1.1623	-0.0001	-0.01
British Pound	1.3529	0.0008	0.06
Canadian Dollar	1.3789	-0.0002	-0.01
New Zealand Dollar	0.5894	0.0013	0.22
Chinese Yuan	6.7162	-0.0019	-0.03
Japanese Yen	156.3300	0.57	0.37

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	-1.54%	145.45%	0.32 0.89
BGL	Bellevue Gold Limited	1.69	2.58%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	62.11	-2.62%	50.82%	39.30 68.77
FMG	Fortescue Ltd	17.17	1.27%	-7.53%	16.57 23.38
NHC	New Hope Corporation Ltd	6.09	0%	39.68%	3.77 6.24
WHC	Whitehaven Coal Limited	8.38	-1.06%	32.97%	5.94 9.90
NEM	Newmont Cdi	178.40	1.98%	0.00%	114.34 190.91
NXG	Nexgen Ene Cdi	14.72	2.94%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.36	-0.36%	83.78%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
FRS	Forrestania Res	0.42	16.9
BAP	Bapcor	0.89	9.88
HMC	Hmc Capital	3.35	8.06
BCI	Bci Minerals	0.57	7.01
MGH	Maas Group Holdi	5.47	6.42
OBM	Ora Banda Mining	1.60	5.98
CAT	Catapult Sports	3.27	5.32
NMG	New Murchison	0.08	5.26
360	Life360 Inc.	20.94	5.04
NXL	Nuix	2.00	5

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NEC	Nine Entertainme	0.94	-6
BRE	Brazilian Rare	3.47	-5.45
PLS	Pls Group	4.95	-4.9
IGO	Igo	8.01	-4.76
ALD	Ampol	41.19	-4.76
MIN	Mineral Resource	60.81	-3.98
WC8	Wildcat Resource	0.38	-3.8
NGI	Navigator Global	2.32	-3.73
ASL	Andean Silver	2.41	-3.41
USL	Unico Silver	0.84	-3.18

OPINION

Latest Market Matters Opinions

04/09/2026 09:57

Portfolio Amendment – Active Income

We are making a change to the Active Income Portfolio.

04/09/2026 09:56

Nuances of different investment vehicles

The average LIC trades at a ~9% discount to pre-tax NTA, although this is heavily skewed by some of the smaller LICs trading at material discounts.

ACTION

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Market Matters Content

ETF Friday: Comparing the nuances between LICs, LITs & ETFs

Morning report 04/09/2026

Afternoon Report

The Match Out: ASX bounces as banks and gold miners rally, Corporate Travel plummets 85% on return from suspension

Afternoon report 03/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

Tribeca Asia Credit Trust

Hi Team, What is your verdict on CTD? Is it a basket case & not investible? Do you have any info when ASIA CREDIT TRUST is going to be listed? What is your opinion on its investment potential? Thx

Ask James

Question asked 04/09/2026

Corporate Travel Mgt. (CTD)

Hi Team Now that CTD is trading again, how do you see the share price going from here? A massive drop in share price. Is that a reflection of the company suddenly losing such much value or sentiment has changed? Is it a good time to buy the dip and how do you see the price going forward? Thanks Boon Dear MM, Many thanks for all the great work. I was hoping to get your thoughts on Corporate Travel Management, CTD. It’s been an interesting year and couple of days! Best regards, Mark

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Latest View Points

WBC

IGL

BVS

CRM US

TLS

XRO

BTU US

YAL

NHC

WHC

LTR

VAU

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why has Corporate Travel (ASX: CTD) plunged ~80%?

Corporate Travel (CTD) has recommenced trading after more than12-months of "wait & see" for investors with the news not good.

ASX:CTD 02/09/2026

Why is Firefly (ASX: FFM) down more than 8%?

Firefly is leading the gold, and coper stocks lower today trading below its recent $1.78 capital raise price.

ASX: FFM 02/09/2026

Morning Report

ETF Friday: Comparing the nuances between LICs, LITs & ETFs

Morning report 04/09/2026

Afternoon Report

The Match Out: ASX bounces as banks and gold miners rally, Corporate Travel plummets 85% on return from suspension

Afternoon report 03/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

Tribeca Asia Credit Trust

Hi Team, What is your verdict on CTD? Is it a basket case & not investible? Do you have any info when ASIA CREDIT TRUST is going to be listed? What is your opinion on its investment potential? Thx

Ask James

Question asked 04/09/2026

Corporate Travel Mgt. (CTD)

Latest View Points

WBC

IGL

BVS

CRM US

TLS

XRO

BTU US

YAL