scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.9%

4DX.AX

34.56%

ABG.AX

0.5%

ASK.AX

4.43%

AIS.AX

AGL.AX

2.43%

AIZ.AX

-2.74%

AAI.AX

5.57%

ALK.AX

8.09%

A4N.AX

10%

ALQ.AX

5.13%

AMC.AX

1.36%

AOV.AX

2.11%

AMP.AX

1.59%

AEL.AX

-36.7%

ALD.AX

-2.45%

ANN.AX

1.88%

ANZ.AX

1.21%

APA.AX

1.05%

ARU.AX

5.45%

ARB.AX

2.87%

ARF.AX

2.81%

ARG.AX

0.93%

ALL.AX

2.13%

APZ.AX

1.6%

ASX.AX

3.79%

ALX.AX

-4.42%

AUB.AX

1.89%

AIA.AX

1.21%

AZJ.AX

2.32%

ABB.AX

1.87%

ASB.AX

5.6%

AAC.AX

0.38%

AEF.AX

3.25%

AFG.AX

0.81%

AFI.AX

1.06%

AUI.AX

0.57%

ASG.AX

4.03%

BOQ.AX

0.89%

BMN.AX

12.05%

BCI.AX

2.74%

BPT.AX

-5.3%

BGA.AX

1.04%

BGL.AX

11.07%

BEN.AX

1.19%

BNZ.AX

10.4%

BHP.AX

3.3%

BKI.AX

1.18%

BC8.AX

6.42%

XYZ.AX

1.71%

BSL.AX

1.03%

BOE.AX

8.08%

BXB.AX

1.18%

BVS.AX

2.26%

BRE.AX

10.02%

BRG.AX

4.23%

BFL.AX

0.38%

BWP.AX

CMM.AX

10.48%

CSC.AX

6.49%

CAR.AX

3.14%

CIN.AX

CYL.AX

6.83%

CAT.AX

6.29%

CWP.AX

1.38%

CNI.AX

0.63%

CIP.AX

-0.34%

COF.AX

CHN.AX

10.34%

CGF.AX

3.66%

CIA.AX

3.94%

CHI.AX

CHC.AX

3.03%

CLW.AX

2.05%

CQR.AX

0.8%

CQE.AX

2.75%

CNU.AX

-0.63%

C79.AX

0.97%

CVL.AX

4.14%

CU6.AX

12.05%

CWY.AX

1.3%

CBO.AX

3.67%

COH.AX

2.63%

CDA.AX

6.27%

COL.AX

-0.55%

CKF.AX

0.77%

CBA.AX

0.61%

CPU.AX

-1.27%

CEN.AX

4.11%

CXO.AX

7.32%

CRN.AX

10.53%

CCP.AX

0.1%

CMW.AX

1.27%

CSL.AX

1.15%

CCL.AX

3.08%

DBI.AX

1.43%

DTL.AX

1.76%

DTR.AX

7.77%

DYL.AX

10.12%

DRR.AX

1.31%

DVP.AX

6.86%

DXS.AX

1.17%

DXI.AX

-0.42%

DDR.AX

1.99%

DGT.AX

2.36%

DUI.AX

0.4%

DJW.AX

1.42%

DMP.AX

-0.69%

DOW.AX

0.52%

DPM.AX

7.13%

DRO.AX

19.33%

DUR.AX

-2.02%

DNL.AX

4.1%

APE.AX

5.55%

EBO.AX

4.1%

EIQ.AX

11.11%

ELD.AX

1.01%

EOS.AX

8.27%

ELV.AX

11.71%

ELS.AX

8.04%

EHL.AX

3.4%

EMR.AX

10.83%

EDV.AX

-4.72%

ERA.AX

EQR.AX

8.62%

EQT.AX

2.95%

EVN.AX

8.49%

EVT.AX

2.47%

FCL.AX

0.42%

FFM.AX

12.71%

FPH.AX

2.68%

FPR.AX

1.22%

FBU.AX

-0.38%

FLT.AX

3.06%

FML.AX

5.79%

FMG.AX

1.83%

FRW.AX

FGX.AX

1.15%

FGG.AX

1.33%

GLF.AX

1.07%

GDG.AX

5.38%

GNE.AX

0.83%

GMD.AX

6.82%

GTK.AX

4.06%

GNP.AX

3.36%

GMG.AX

2.21%

GPT.AX

1.54%

GQG.AX

1.49%

GNG.AX

GNC.AX

1.96%

GGP.AX

10.86%

GOZ.AX

GCI.AX

GYG.AX

0.61%

GWA.AX

HSN.AX

3.54%

HVN.AX

0.2%

HGH.AX

HM1.AX

1.11%

HLI.AX

3.05%

HMC.AX

5.91%

HDN.AX

1.69%

HUB.AX

5.6%

IEL.AX

0.26%

IGO.AX

6.97%

ILU.AX

9.34%

IMD.AX

10.18%

IMR.AX

5.43%

IFT.AX

1.99%

INA.AX

4.5%

ING.AX

0.83%

IFL.AX

IAG.AX

1.91%

IDX.AX

IPX.AX

IPH.AX

1.25%

IRE.AX

3.92%

JHX.AX

2.37%

JBH.AX

2.61%

JDO.AX

1.36%

JIN.AX

4.02%

JMS.AX

5.88%

KAR.AX

-7.28%

KLS.AX

3.16%

KCN.AX

5.96%

KKC.AX

0.49%

GLS.AX

4.04%

L1G.AX

-0.47%

LSF.AX

1.58%

LRV.AX

16.08%

LFS.AX

LLC.AX

2.76%

LFG.AX

-2.29%

360.AX

0.93%

LIC.AX

0.2%

LNW.AX

5.45%

LIN.AX

16.9%

LTR.AX

11.61%

LOV.AX

6.39%

LYL.AX

-0.53%

LYC.AX

2.4%

MA1.AX

-0.76%

MAF.AX

7.43%

MGH.AX

-8.38%

MAH.AX

5.71%

MQG.AX

5.1%

MAQ.AX

0.82%

MAD.AX

3.58%

MFG.AX

2.83%

MAU.AX

1.6%

MMS.AX

3.49%

MPL.AX

1.82%

MP1.AX

5.17%

MCY.AX

-1.72%

MEZ.AX

1.78%

MSB.AX

6.31%

MLX.AX

7.05%

MTS.AX

3.48%

MOT.AX

2.36%

MXT.AX

-1.05%

MFF.AX

MIN.AX

7.41%

MI6.AX

9.92%

MIR.AX

3.05%

MGR.AX

1.4%

MND.AX

3.59%

MYR.AX

MYS.AX

1.82%

NAN.AX

3.42%

NAB.AX

-0.12%

NSR.AX

NGI.AX

4.41%

NWL.AX

7.53%

NEU.AX

5.58%

NHC.AX

-4.97%

NEM.AX

8.93%

NWS.AX

0.08%

NXG.AX

7.01%

NXT.AX

2.53%

NHF.AX

1.11%

NCK.AX

3.02%

NIC.AX

6.78%

NEC.AX

1.14%

NST.AX

NWH.AX

5.25%

NUF.AX

1.38%

OCL.AX

-1.07%

OML.AX

1.64%

OPH.AX

5.34%

OBM.AX

8.57%

ORI.AX

4.05%

ORG.AX

-1.36%

ORA.AX

2.9%

PDN.AX

11.03%

PNR.AX

5.14%

PPC.AX

2.69%

PPM.AX

5.36%

PRN.AX

5.36%

PPT.AX

2.28%

PCI.AX

1.44%

PRU.AX

6.58%

PXA.AX

3.26%

PNI.AX

9.96%

PL8.AX

1.1%

PLS.AX

8.37%

PGF.AX

5.77%

PNV.AX

1.7%

PDI.AX

8.51%

PMV.AX

4.3%

PME.AX

1.05%

PFP.AX

0.25%

PWH.AX

5.78%

PYC.AX

3.39%

QAN.AX

4.32%

QBE.AX

0.76%

QAL.AX

2.8%

QRI.AX

1.97%

QUB.AX

0.2%

RMS.AX

7.29%

RHC.AX

1.77%

REA.AX

2.69%

RDX.AX

2.22%

REH.AX

2.8%

RF1.AX

3.11%

RPL.AX

5.49%

RG1.AX

6.3%

RGN.AX

-0.45%

REG.AX

4.33%

RRL.AX

7.56%

RWC.AX

0.64%

RMD.AX

1.66%

RSG.AX

7.6%

SGLLV.AX

1.94%

RIC.AX

RIO.AX

1.59%

RXR.AX

6.98%

RXL.AX

6.98%

RFF.AX

0.5%

RYM.AX

-2.76%

SFR.AX

7.76%

SMI.AX

-3.87%

STO.AX

-2.3%

SCG.AX

SEK.AX

-0.14%

SHV.AX

-0.8%

SRV.AX

3.74%

SSM.AX

-1.03%

SGH.AX

5.23%

SHA.AX

1.23%

SIG.AX

1.92%

SLX.AX

13.5%

SGM.AX

3.08%

SDR.AX

7.14%

SKC.AX

3.25%

SIQ.AX

3.52%

SHL.AX

2.54%

S32.AX

4.58%

SX2.AX

9.08%

SXE.AX

4.96%

SPK.AX

-1.14%

SRG.AX

5.58%

SBM.AX

4.59%

SMR.AX

2.55%

SDF.AX

0.72%

SGP.AX

1.17%

STK.AX

8.11%

SNZ.AX

-1.54%

SUN.AX

-0.18%

SRL.AX

14.4%

SUL.AX

3.08%

SLC.AX

4.05%

SNL.AX

1.32%

SYL.AX

0.86%

TAH.AX

1.53%

TEA.AX

3.04%

TNE.AX

0.04%

TLX.AX

1.84%

TLS.AX

-0.37%

TPW.AX

4.18%

A2M.AX

2.21%

TLC.AX

0.92%

SGR.AX

4.17%

TVN.AX

10%

TWR.AX

TPG.AX

0.74%

TCL.AX

0.66%

TWE.AX

-0.28%

TUA.AX

3.51%

TCG.AX

9.01%

UNI.AX

1.76%

VAU.AX

10.44%

VNT.AX

-0.18%

VCX.AX

1.27%

VGN.AX

11.5%

VEA.AX

-2.86%

VUL.AX

11.9%

VSL.AX

WA1.AX

6.53%

WGN.AX

4.79%

WAM.AX

-0.6%

WGB.AX

-0.48%

WLE.AX

1.86%

SOL.AX

1.19%

WPR.AX

-2.43%

WEB.AX

5.13%

WBT.AX

5.09%

WES.AX

0.59%

WAF.AX

9.76%

WGX.AX

8.91%

WBC.AX

1.66%

WHF.AX

1.61%

WHC.AX

-4.62%

WIA.AX

2.41%

WC8.AX

10.45%

WTC.AX

1.12%

WDS.AX

-3.2%

WOW.AX

WOR.AX

2.82%

XRO.AX

-0.24%

YAL.AX

-3.86%

ZIM.AX

3.06%

ZIP.AX

8.22%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.64	2.47	1.75
SSO ASX Small Caps	15.49	0.66	4.45
IVV S&P 500	63.16	0.52	0.83
NDQ Nasdaq	51.17	0.32	0.63
F100 FTSE 100	14.49	0.21	1.47
ASIA Asia Tech	15.20	0.27	1.81
IEU Europe	95.62	2.37	2.54
IEM Emerging Markets	82.91	1.94	2.4
Gold Gold	59.99	3.06	5.38
ACDC Battery Tech	146.15	8.12	5.88

COMMODITIES	Close($)	-/+	%
Gold	4,543.84	70.255	1.57
Silver	73.12	1.8999	2.67
Platinum	1,958.32	23.6376	1.22
Palladium	1,462.58	22.9541	1.59
Ice Brent Crude	99.91	-0.03	-0.03
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6965	-0.0028	-0.4
Euro	1.1598	-0.0007	-0.06
British Pound	1.3386	-0.0023	-0.17
Canadian Dollar	1.3783	0.0021	0.15
New Zealand Dollar	0.5815	-0.002	-0.34
Chinese Yuan	6.8981	0.0063	0.09
Japanese Yen	159.0500	0.37	0.23

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.48	5.56%	11.11%	0.28 0.75
BGL	Bellevue Gold Ltd	1.41	11.07%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	50.12	3.3%	23.40%	33.25 59.39
FMG	Fortescue Ltd	20.05	1.83%	20.80%	13.18 23.38
NHC	New Hope Corporation Ltd	5.55	-4.97%	48.60%	3.33 5.92
WHC	Whitehaven Coal Ltd	8.88	-4.62%	66.55%	4.26 9.59
NEM	Newmont Cdi	149.23	8.93%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.94	7.01%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.39	7.76%	30.33%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	6.23	34.56
DRO	Droneshield	4.26	19.33
LIN	Lindian Resource	0.83	16.9
LRV	Larvotto Resourc	1.16	16.08
SRL	Sunrise Energy	8.74	14.4
SLX	Silex Systems	5.55	13.5
FFM	Firefly Metals	1.69	12.71
BMN	Bannerman Energy	3.72	12.05
CU6	Clarity Pharmace	3.44	12.05
VUL	Vulcan Energy	3.29	11.9

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AEL	Amplitude Energy	1.69	-36.7
MGH	Maas Group Holdi	4.59	-8.38
KAR	Karoon Energy Lt	1.91	-7.28
BPT	Beach Energy	1.25	-5.3
NHC	New Hope Corpora	5.55	-4.97
EDV	Endeavour Group	3.43	-4.72
WHC	Whitehaven Coal	8.88	-4.62
ALX	Atlas Arteria	4.32	-4.42
SMI	Santana Minerals	0.75	-3.87
YAL	Yancoal Australi	7.98	-3.86

OPINION

Latest Market Matters Opinions

25/03/2026 16:56

Broker Moves

• Sandfire Raised to Buy at Jefferies; PT A$19 • Dalrymple Bay Raised to Outperform at Macquarie; PT A$5.39 • Metcash Reinstated Buy at Goldman; PT A$3.80 • Endeavour Group Rated New Sell at Goldman; PT A$3.30 • Imdex Raised to Buy at Jefferies; PT A$4.25 • Wesfarmers Reinstated Neutral at Goldman; PT A$75 • Sandfire Raised to Buy at Argonaut Securities; PT A$18.20

25/03/2026 16:55

What Mattered Today

The ASX enjoyed a strong rebound today, bouncing sharply as investors latched onto two positives at once. Brent crude rolled over in Asian trade after the US President purportedly presented Iran with a 15-point plan to end the conflict, helping to calm nerves. At the same time, the February CPI print came in a touch softer than feared, giving the market some confidence that domestic inflation pressures are easing.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

Portfolio Positioning: Looking through the noise from the Iran War

Morning report 25/03/2026

Afternoon Report

The Match Out: ASX surges as soft CPI and ‘progress’ in the Middle East combine for the index’s best day 2 months

Afternoon report 25/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/03/2026

The “Big Four” Banks

Hi James & Team Can I have your current view on the 4 Big Banks. With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA - if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb - whereas ANZ, NAB & WBC will payout in May. regards Debbie

Ask James

Question asked 21/03/2026

Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios. PNI : Today i am seeking an update on PNI as it is slightly outdated on the website, however is shown as Active in the portfolio. MTS : MTS has experienced a tail of two extremes regarding its share price over the last 12 months, and it looks like good value at below $3.00 . Can i ask your view on the share price movement, and if there is any apparent short term catalyst that would see it find its way back to $3.50+ levels? Thank you for your time. Kind Regards John Ash

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

17.45% Active Growth Portfolio

10.95% Shawn’s Trade Ideas

18.98% Active Income Portfolio

23.61% International Equities Portfolio

16.47% Emerging Companies Portfolio

12.97% Core ETF Portfolio

17.45% Active Growth Portfolio 10.95% Shawn’s Trade Ideas 18.98% Active Income Portfolio 23.61% International Equities Portfolio 16.47% Emerging Companies Portfolio 12.97% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 31 Dec 2025

Latest View Points

SFR

APA

IREN US

SXE

BHP

FMG

MIN

RIO

WTC

PMV