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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

3.62%

4DX.AX

1.03%

ABG.AX

-3.49%

AIS.AX

2.06%

AGL.AX

0.51%

A1M.AX

-0.6%

AIZ.AX

-1.56%

AAI.AX

0.76%

ALK.AX

0.92%

A4N.AX

0.39%

ALQ.AX

1.38%

AMC.AX

-0.34%

AOV.AX

1.36%

AMP.AX

-0.81%

AEL.AX

-1.62%

ALD.AX

1.29%

ASL.AX

7.66%

ANN.AX

2.53%

ANZ.AX

1.44%

APA.AX

-0.5%

ARU.AX

1.32%

ARB.AX

0.79%

ARF.AX

0.89%

ARG.AX

0.32%

ALL.AX

0.98%

AYA.AX

-1.61%

APZ.AX

-2.04%

ASX.AX

-0.68%

ALX.AX

-0.33%

AUB.AX

0.42%

AIA.AX

-0.36%

AXQ.AX

-5.78%

AMI.AX

1.14%

AZJ.AX

0.81%

AUC.AX

5.22%

ABB.AX

-0.48%

ASB.AX

2.15%

AAC.AX

-1.3%

ACL.AX

0.92%

AFI.AX

0.29%

AUI.AX

1.03%

BOQ.AX

0.99%

BMN.AX

5.78%

BAP.AX

4.29%

BCI.AX

-0.46%

BPT.AX

-2.51%

BGA.AX

-0.41%

BGL.AX

3.47%

BEN.AX

BNZ.AX

4.92%

BHP.AX

-0.8%

BKI.AX

0.54%

BC8.AX

2.29%

XYZ.AX

5.09%

BSL.AX

3.04%

BMC.AX

BOE.AX

4.01%

BXB.AX

0.18%

BVS.AX

-0.64%

BRE.AX

2.06%

BRG.AX

-2.68%

BTR.AX

3.07%

BGP.AX

BFL.AX

-1%

BWP.AX

-0.54%

CMM.AX

2.01%

CSC.AX

1.5%

CAR.AX

-0.56%

CIN.AX

2.83%

CYL.AX

2.55%

CAT.AX

-0.32%

CWP.AX

-1.89%

CNI.AX

CIP.AX

-1.01%

COF.AX

-1.69%

CHN.AX

4.13%

CGF.AX

-1.3%

CIA.AX

1.17%

CHC.AX

-1.08%

CLW.AX

-2.12%

CQR.AX

-1.4%

CQE.AX

0.42%

CNU.AX

-0.48%

C79.AX

-1.29%

CVL.AX

-1.4%

CU6.AX

2.2%

CWY.AX

CBO.AX

2.59%

COH.AX

1.99%

CDA.AX

1.49%

CGS.AX

0.32%

COL.AX

-1.44%

CKF.AX

0.85%

CBA.AX

0.87%

CPU.AX

-0.42%

CEN.AX

1.83%

CXO.AX

3.62%

CCP.AX

0.04%

CMW.AX

1.33%

CSL.AX

0.7%

CCL.AX

-1.17%

DBI.AX

0.28%

DTL.AX

-1.64%

DYL.AX

5.52%

DRR.AX

1.34%

DVP.AX

2.47%

DXS.AX

-0.86%

DXI.AX

-0.83%

DDR.AX

-0.35%

DGT.AX

-0.36%

DJW.AX

1.01%

DMP.AX

-1.57%

DOW.AX

0.16%

DPM.AX

2.39%

DRO.AX

-4.81%

DUR.AX

7.14%

DNL.AX

0.64%

APE.AX

1.09%

EBO.AX

0.12%

EIQ.AX

-4.09%

ELD.AX

2.54%

EOS.AX

-3.83%

ELV.AX

-1.92%

ELS.AX

0.96%

EHL.AX

1.32%

EMR.AX

2.27%

EDV.AX

-0.77%

EQR.AX

-6.49%

EQT.AX

-1.3%

EUR.AX

3.57%

EVN.AX

2.43%

EVT.AX

-0.54%

FDC.AX

-0.76%

FCL.AX

-2.36%

FFM.AX

2.73%

FPH.AX

-0.08%

FPR.AX

-0.12%

FBU.AX

-1.39%

FLT.AX

-0.61%

FML.AX

4.88%

FRS.AX

FMG.AX

2.53%

FRW.AX

FGX.AX

0.37%

FGG.AX

-0.61%

GLN.AX

1.23%

GLF.AX

0.22%

GDG.AX

2.78%

GNE.AX

1.34%

GMD.AX

2.35%

GNP.AX

1.23%

GMG.AX

0.73%

GPT.AX

-2.47%

GQG.AX

1.01%

GNG.AX

3.27%

GNC.AX

1.22%

GGP.AX

2.52%

G6M.AX

-4.48%

GOZ.AX

-1.45%

GCI.AX

-0.24%

GYG.AX

-1.27%

GWA.AX

-0.5%

HSN.AX

-0.45%

HVN.AX

-0.47%

HGH.AX

0.98%

HM1.AX

0.16%

HLI.AX

1.49%

HMC.AX

2.23%

HDN.AX

-0.9%

HUB.AX

0.55%

IGO.AX

3.73%

ILU.AX

2.09%

IMD.AX

2.21%

IMR.AX

3.27%

IFT.AX

0.76%

INA.AX

0.14%

ING.AX

IAG.AX

-1.33%

IDX.AX

-2.13%

IPG.AX

0.48%

IPX.AX

4.67%

IPH.AX

1.2%

IRE.AX

1.47%

JHX.AX

0.7%

JBH.AX

-0.2%

JDO.AX

1.2%

KAR.AX

-1.96%

KLS.AX

0.61%

KCN.AX

4.16%

KKC.AX

GLS.AX

0.95%

L1G.AX

-1.21%

LSF.AX

0.31%

LGF.AX

0.45%

LRV.AX

-1.39%

LFS.AX

-0.27%

LLC.AX

-3.87%

LFG.AX

0.88%

360.AX

4.19%

LIC.AX

-2.59%

LNW.AX

3.05%

LIN.AX

-8.17%

LTR.AX

1.01%

LOV.AX

-2.87%

LYL.AX

-1.1%

LYC.AX

3.01%

MA1.AX

0.78%

MAF.AX

-2.8%

MGH.AX

-0.19%

MAH.AX

MQG.AX

0.43%

MAQ.AX

0.18%

MAD.AX

0.97%

MFG.AX

3.37%

MMS.AX

0.65%

MM8.AX

1.89%

MPL.AX

-0.11%

MP1.AX

-0.67%

MCY.AX

2.62%

MEZ.AX

-1.34%

MSB.AX

1.05%

MLX.AX

2.6%

MTS.AX

-0.67%

MEI.AX

1.32%

MOT.AX

0.32%

MXT.AX

-0.14%

MFF.AX

0.19%

MIN.AX

2.94%

MI6.AX

0.93%

MIR.AX

-0.39%

MGR.AX

-0.54%

MND.AX

0.96%

MYS.AX

-0.1%

NAN.AX

4.09%

NAB.AX

1.56%

NGI.AX

1.44%

NWL.AX

-0.1%

NEU.AX

2.86%

NHC.AX

0.08%

NMG.AX

NEM.AX

3.31%

NWS.AX

0.1%

NXG.AX

2.89%

NXT.AX

0.31%

NHF.AX

-3.3%

NCK.AX

-1.03%

NIC.AX

2.74%

NEC.AX

2.34%

NST.AX

2.3%

NWH.AX

-0.33%

NUF.AX

1.37%

NXL.AX

0.26%

OCL.AX

-3.23%

OML.AX

OPH.AX

0.42%

OBM.AX

1.89%

ORI.AX

1.03%

ORG.AX

0.17%

ORA.AX

-0.68%

PDN.AX

1.8%

PNR.AX

3.37%

PPC.AX

0.26%

PPM.AX

1.57%

PRN.AX

3.35%

PPT.AX

-0.18%

PCI.AX

0.45%

PRU.AX

3.89%

PXA.AX

1.96%

PNI.AX

0.53%

PL8.AX

1.42%

PLS.AX

2.41%

PGF.AX

PNV.AX

1.75%

PDIDB.AX

3.73%

PMV.AX

-0.61%

PME.AX

-0.22%

PWH.AX

0.09%

PYC.AX

6.38%

QAN.AX

1.25%

QBE.AX

-0.24%

QAL.AX

-4.06%

QRI.AX

0.16%

RMS.AX

3.44%

RHC.AX

-0.7%

REA.AX

-0.94%

RDX.AX

1.64%

REH.AX

0.97%

RF1.AX

0.56%

RPL.AX

1.04%

RG1.AX

0.77%

RGN.AX

-0.44%

REG.AX

-28.52%

RRL.AX

2.44%

RWC.AX

0.36%

RMD.AX

-0.19%

RSG.AX

4.15%

SGLLV.AX

1.33%

RIC.AX

2.5%

RIO.AX

1.46%

RXL.AX

3.42%

RFF.AX

-0.26%

RYM.AX

SFR.AX

0.4%

SMI.AX

2.43%

STO.AX

-0.48%

SCG.AX

-0.42%

SEK.AX

-1.61%

SHV.AX

0.83%

SRV.AX

0.17%

SSM.AX

0.63%

SGH.AX

0.28%

SHA.AX

1.22%

SIG.AX

0.18%

SLX.AX

2.08%

SGM.AX

2.96%

SDR.AX

2.13%

SKS.AX

-0.46%

SKC.AX

-0.47%

SIQ.AX

2.61%

SHL.AX

2.19%

S32.AX

1.17%

SX2.AX

8.92%

SXE.AX

3.94%

SPK.AX

SRG.AX

0.93%

SBM.AX

2.41%

SMR.AX

1.92%

SDF.AX

0.09%

SGP.AX

-1.77%

SKG.AX

-2.2%

SNZ.AX

-0.28%

SUN.AX

-0.47%

SRL.AX

-8.18%

SUL.AX

2.23%

SLC.AX

0.35%

SNL.AX

-1.43%

SYL.AX

-2.47%

TAH.AX

0.57%

TEA.AX

0.41%

TNE.AX

-2.54%

TLX.AX

3.12%

TLS.AX

0.42%

TPW.AX

0.21%

A2M.AX

-1.62%

TLC.AX

-0.4%

SGR.AX

TVN.AX

-2.22%

THL.AX

0.88%

TWR.AX

4.3%

TPG.AX

0.4%

TCL.AX

-0.33%

TWE.AX

0.09%

TUA.AX

0.95%

TCG.AX

2.48%

TRA.AX

0.15%

USL.AX

6.13%

UNI.AX

-2.96%

VAU.AX

2.11%

VNT.AX

0.36%

VCX.AX

-0.2%

VGN.AX

2.14%

VMM.AX

1.13%

VGL.AX

0.9%

VEA.AX

1.33%

VUL.AX

3.1%

VSL.AX

5.08%

VYS.AX

0.49%

WA1.AX

5.17%

WGN.AX

-0.12%

WAM.AX

0.81%

WGB.AX

-1.46%

WLE.AX

SOL.AX

-0.02%

WPR.AX

-1.28%

WQG.AX

WEB.AX

-0.27%

WBT.AX

0.14%

WES.AX

-1.21%

WAF.AX

1.9%

WGX.AX

2.05%

WBC.AX

1.51%

WHF.AX

-0.41%

WHC.AX

0.18%

WIA.AX

4.35%

WC8.AX

1.32%

WTC.AX

-1.54%

WDS.AX

-3.02%

WOW.AX

0.76%

WOR.AX

-0.46%

XRO.AX

-0.21%

YAL.AX

ZIM.AX

3.02%

ZIP.AX

-0.62%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.73	1.14	0.76
SSO ASX Small Caps	14.74	0.08	0.55
IVV S&P 500	71.25	0.2	0.28
NDQ Nasdaq	59.18	0.15	0.25
F100 FTSE 100	15.21	-0.05	-0.33
ASIA Asia Tech	20.05	0.16	0.8
IEU Europe	97.62	0.02	0.02
IEM Emerging Markets	94.56	0.68	0.72
Gold Gold	56.49	1.23	2.23
ACDC Battery Tech	124.05	2.03	1.66

COMMODITIES	Close($)	-/+	%
Gold	4,426.87	40.58	0.93
Silver	65.95	0.6372	0.98
Platinum	1,772.97	13.06	0.74
Palladium	1,355.50	10.1248	0.75
Ice Brent Crude	95.38	0.73	0.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7167	-0.0001	-0.01
Euro	1.1596	0.0013	0.11
British Pound	1.3491	0.0007	0.05
Canadian Dollar	1.3828	-0.0014	-0.1
New Zealand Dollar	0.5860	0.0012	0.21
Chinese Yuan	6.7179	-0.0011	-0.02
Japanese Yen	157.7800	-0.92	-0.58

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.83	-0.6%	142.03%	0.32 0.89
BGL	Bellevue Gold Limited	1.64	3.15%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	64.13	-0.8%	50.88%	39.30 68.77
FMG	Fortescue Ltd	17.03	2.53%	-9.73%	16.57 23.38
NHC	New Hope Corporation Ltd	6.11	0.08%	36.16%	3.77 6.24
WHC	Whitehaven Coal Limited	8.56	0.12%	28.77%	5.94 9.90
NEM	Newmont Cdi	175.95	3.31%	0.00%	113.66 190.91
NXG	Nexgen Ene Cdi	14.26	2.85%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.46	0.38%	80.99%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SX2	Southern Cro Cdi	12.33	8.92
ASL	Andean Silver	2.53	7.66
DUR	Duratec	2.25	7.14
PYC	Pyc Therapeutics	2.59	6.38
USL	Unico Silver	0.87	6.13
BMN	Bannerman Energy	4.21	5.78
DYL	Deep Yellow	1.63	5.52
AUC	Ausgold	1.41	5.22
WA1	Wa1 Resources	11.59	5.17
XYZ	Block Cdi	113.82	5.09

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
REG	Regis Healthcare	4.21	-28.52
SRL	Sunrise Energy	14.70	-8.18
LIN	Lindian Resource	0.70	-8.17
EQR	Eq Resources	0.36	-6.49
AXQ	Aura Consolidate	3.26	-5.78
DRO	Droneshield	1.63	-4.81
G6M	Group 6 Metals	3.41	-4.48
EIQ	Echoiq	1.23	-4.09
QAL	Qualitas	2.72	-4.06
LLC	Lendlease Group	2.86	-3.87

OPINION

Latest Market Matters Opinions

03/09/2026 09:14

ASX 200 Sectors in 2022 & 2026

The current ASX sector performance in 2026 is already bearing a strong correlation to 2022, perhaps we’re going to see a carbon copy minus the steroids:

03/09/2026 09:13

September 2022

When we drill down into September 2022, the picture becomes even more telling: it was a brutal month for equities, with every sector finishing lower except Materials, which eked out a modest 0.1% gain. The key takeaways were:

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What Matters Today: Do we already have the “bond rout” roadmap?

Morning report 03/09/2026

Afternoon Report

The Match Out: Bond yields and oil rattle the ASX as miners and tech weigh

Afternoon report 02/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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