POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	118.69	0.65	0.55
IVV S&P 500	615.49	4.21	0.69
NDQ Nasdaq	30.09	0.06	0.2
F100 FTSE 100	9.91	0.11	1.12
ASIA Asia Tech	6.95	-0.09	-1.28
IEU Europe	64.44	0.51	0.8
IEM Emerging Markets	58.16	0.35	0.61
Gold Gold	23.59	0.03	0.13
ACDC Battery Tech	87.23	0.33	0.38
BBOZ Short ASX	3.90	-0.04	-1.02

COMMODITIES	Close($)	-/+	%
Gold	1,773.29	-2.2517	-0.13
Silver	19.90	-0.2175	-1.08
Platinum	929.90	-4.8614	-0.52
Palladium	2,150.96	-2.6091	-0.12
Ice Brent Crude	92.76	-5.39	-5.49
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6936	-0.0086	-1.22
Euro	1.0163	-0.0007	-0.07
British Pound	1.2068	-0.0025	-0.21
Canadian Dollar	1.2914	0.007	0.55
New Zealand Dollar	0.6286	-0.0057	-0.9
Chinese Yuan	6.7788	-0.0087	-0.13
Japanese Yen	135.0300	0.82	0.61

What We're Watching

Stocks we've recently traded

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
AD8	Audinate Group Ltd	9.55	-0.93%	-5.49%	4.99 11.01
ALL	Aristocrat Leisure Ltd	36.75	1.18%	-13.91%	30.46 49.65
CNI	Centuria Capital Group	1.92	-0.26%	0.00%	1.81 3.61
CXL	Calix Ltd	6.79	-1.88%	118.99%	3.06 9.65
GMG	Goodman Group	21.06	2.48%	-8.91%	16.80 26.96
IGO	Igo Ltd	12.19	-1.14%	26.85%	8.33 15.26
LOV	Lovisa Holdings Ltd	18.60	-1.33%	16.94%	12.35 23.07
MQG	Macquarie Group Ltd	183.75	0.55%	11.94%	157.03 217.32
OZL	Oz Minerals Ltd	26.01	0%	17.56%	15.82 29.75
PDL	Pendal Group Ltd	5.02	3.08%	-41.33%	3.69 8.96
SSM	Service Stream Ltd	1.03	-0.49%	14.44%	0.74 1.08

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AFG	Australian Finan	1.96	7.4
PPC	Peet	1.12	5.69
CGF	Challenger	6.76	5.63
BXB	Brambles	12.40	5.08
SWM	Seven West Media	0.53	5
CCX	City Chic Collec	2.44	4.72
SUL	Super Retail Gro	10.70	4.7
NHC	New Hope Corpora	4.57	4.34
RIC	Ridley Corporati	1.83	3.98
NEA	Nearmap Ltd	2.00	3.9

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PGH	Pact Group Holdi	1.99	-8.94
PBH	Pointsbet Holdin	3.60	-7.69
MGX	Mount Gibson Iro	0.45	-7.22
NVX	Novonix	2.74	-6.48
GRR	Grange Resources	1.23	-6.46
MFG	Magellan Financi	14.12	-5.87
LKE	Lake Resources N	1.27	-5.6
SYA	Sayona Min	0.26	-5.45
KAR	Karoon Energy Lt	1.74	-5.43
DOW	Downer Edi	5.32	-5.17

OPINION

Latest Market Matters Opinions

17/08/2022 17:02

Broker Moves

SCA Property Cut to Hold at Moelis & Company; PT A$2.95 Temple & Webster Cut to Hold at Canaccord; PT A$5.60 SG Fleet Rated New Buy at Barclay Pearce Capital; PT A$3.18

Income Report: Asset allocation framework when targeting income

17/08/2022 17:01

MFG -5.87%: it’s been a difficult year at Magellan, and it showed in their results. NPAT for the year was $399.7m, down 3% and a small miss to expectations. The market took issue with margins which fell to ~62bps in the second half, after running at 65bps at the end of the first half, despite a larger portion of funds being held by retail clients which typically...

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Market Matters Content

Portfolio Positioning: Reporting seasons sorting the “wheat from the chaff”

Morning report 17/08/2022

Afternoon Report

The Match Out: Market higher, our take on today’s results – there was plenty of them!

Afternoon report 17/08/2022

Ask James ASK A QUESTION

Ask James

Question asked 13/08/2022

Does MM like the Bond ETF (OZBD)?

Hi James, Wondering how the better than expected US inflation rate (CPI) this week will affect OZBD? Do you see this as a hedge should a reversal higher for inflation in the coming months? is it a hold or a trim consideration ? Thanks Scott

Ask James

Question asked 13/08/2022

Where to from here for Trade Desk Inc. (TTD US)?

Hi there MM! TTD. Could there be another leg lower and would that be a buy opportunity? Thoughts on investing in the company long term? Thanks Kim

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Chart of the week

Apple Inc (AAPL US) a great example that stocks are ultimately driven by earnings and profitability

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Magellan (MFG) shares fall on the back of poor reporting results

ASX:MFG 16/08/2022

Why is Goodman Group (GMG) down this morning?

The integrated property company reported FY22 earnings per share (EPS) of 81.3c, inline with the 81.4c expected by the market while the dividend of 30cps for the FY was also as we expected. Earnings were up 24% on FY21 which is clearly a strong result while they talked to a strong development pipeline for the year ahead.

ASX:GMG 16/08/2022

Morning Report