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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

5.63%

4DX.AX

-3.85%

ABG.AX

-1.4%

AIS.AX

-4.33%

AGL.AX

0.35%

A1M.AX

-5.85%

AIZ.AX

1.56%

AAI.AX

-1.7%

ALK.AX

-4.29%

A4N.AX

-2.75%

ALQ.AX

0.7%

AMC.AX

0.72%

AOV.AX

0.95%

AMP.AX

ALD.AX

1.95%

ASL.AX

ANN.AX

-0.71%

ANZ.AX

2.21%

APA.AX

0.65%

ARU.AX

-1.22%

ARB.AX

-1.47%

ARF.AX

1.95%

ARG.AX

0.43%

ALL.AX

0.65%

AYA.AX

-9.68%

APZ.AX

-1.66%

ASX.AX

1.08%

ALX.AX

-0.65%

AUB.AX

-1.02%

AIA.AX

1.83%

AXQ.AX

AMI.AX

-3.76%

AZJ.AX

-2.79%

AUC.AX

-5.1%

ABB.AX

0.11%

ASB.AX

1.71%

AAC.AX

0.56%

ACL.AX

-1.07%

AEF.AX

-0.64%

AFI.AX

-0.29%

AUI.AX

0.26%

BOQ.AX

2.02%

BMN.AX

-5.42%

BCI.AX

BPT.AX

1.74%

BGA.AX

0.08%

BGL.AX

-3.61%

BEN.AX

1.98%

BNZ.AX

-7.11%

BHP.AX

-2.18%

BKI.AX

0.81%

BC8.AX

-5.31%

XYZ.AX

-1.74%

BSL.AX

0.83%

BMC.AX

BOE.AX

-1.56%

BXB.AX

BVS.AX

0.32%

BRE.AX

-3.06%

BRG.AX

0.03%

BTR.AX

-2.52%

BGP.AX

2.21%

BFL.AX

-0.63%

BWP.AX

0.96%

CMM.AX

-4.61%

CSC.AX

-1.49%

CAR.AX

-0.24%

CIN.AX

CYL.AX

-5.04%

CAT.AX

-1.22%

CWP.AX

-2.85%

CNI.AX

2.09%

CIP.AX

2.1%

COF.AX

CHN.AX

-2.56%

CGF.AX

0.59%

CIA.AX

-1.12%

CHC.AX

-0.72%

CLW.AX

0.72%

CQR.AX

0.38%

CQE.AX

0.64%

CNU.AX

-0.67%

C79.AX

0.29%

CVL.AX

-1.88%

CU6.AX

-7.77%

CWY.AX

0.58%

CBO.AX

3.2%

COH.AX

-1.88%

CDA.AX

-1.75%

CGS.AX

-1.6%

COL.AX

0.78%

CKF.AX

0.61%

CBA.AX

2.43%

CPU.AX

1.62%

CEN.AX

CXO.AX

2.74%

CCP.AX

-0.18%

CMW.AX

-2.6%

CSL.AX

-0.7%

CCL.AX

1.73%

DBI.AX

2.67%

DTL.AX

-1.43%

DYL.AX

-5.39%

DRR.AX

0.12%

DVP.AX

-5.03%

DXS.AX

0.26%

DXI.AX

-0.42%

DDR.AX

-3.79%

DGT.AX

0.19%

DJW.AX

DMP.AX

4.73%

DOW.AX

0.23%

DPM.AX

-4.2%

DRO.AX

0.29%

DUR.AX

0.73%

DNL.AX

0.66%

APE.AX

-3.89%

EBO.AX

-1.58%

EIQ.AX

3.23%

ELD.AX

EOS.AX

-3.48%

ELV.AX

1.45%

ELS.AX

-7.93%

EHL.AX

-1.08%

EMR.AX

-2.67%

EDV.AX

0.96%

EOL.AX

-1.52%

EQR.AX

-0.61%

EQT.AX

-2.05%

EUR.AX

-4.61%

EVN.AX

-5.49%

EVT.AX

0.66%

FDC.AX

2.32%

FCL.AX

-0.46%

FFM.AX

-4.72%

FPH.AX

0.58%

FPR.AX

-0.24%

FBU.AX

1.08%

FLT.AX

0.25%

FML.AX

-6.22%

FRS.AX

-1.37%

FMG.AX

-1.19%

FRW.AX

FGX.AX

1.47%

FGG.AX

0.93%

GLN.AX

9.72%

GLF.AX

-1.06%

GDG.AX

-0.16%

GNE.AX

1.63%

GMD.AX

-4.08%

GNP.AX

GMG.AX

-0.61%

GPT.AX

1.18%

GQG.AX

0.38%

GNG.AX

-4.91%

GNC.AX

-0.16%

GGP.AX

-4.98%

G6M.AX

-4.32%

GOZ.AX

0.97%

GCI.AX

0.49%

GYG.AX

-0.39%

GWA.AX

1.98%

HSN.AX

-0.87%

HVN.AX

-2.04%

HGH.AX

HM1.AX

-0.32%

HLI.AX

0.7%

HMC.AX

-1.2%

HDN.AX

1.36%

HUB.AX

-0.69%

IGO.AX

1.81%

ILU.AX

-2.55%

IMD.AX

0.43%

IMR.AX

IFT.AX

0.93%

INA.AX

-0.27%

ING.AX

-2.63%

IAG.AX

0.13%

IDX.AX

2.22%

IPG.AX

IPX.AX

-1.8%

IPH.AX

2.12%

IRE.AX

0.61%

JHX.AX

0.87%

JBH.AX

1.04%

JDO.AX

0.74%

JMS.AX

KAR.AX

2.01%

KLS.AX

0.23%

KCN.AX

KKC.AX

0.23%

GLS.AX

-0.24%

L1G.AX

2.33%

LSF.AX

-0.4%

LGF.AX

-2.1%

LRV.AX

-5.58%

LFS.AX

LLC.AX

0.51%

LFG.AX

1.08%

360.AX

-1.1%

LIC.AX

-2.94%

LNW.AX

2.64%

LIN.AX

-0.97%

LTR.AX

5.86%

LOV.AX

-1.33%

LYL.AX

2.2%

LYC.AX

-2.09%

MA1.AX

-0.26%

MAF.AX

-1.22%

MGH.AX

-1.56%

MAH.AX

-1.02%

MQG.AX

0.72%

MAQ.AX

1.24%

MAD.AX

1.3%

MFG.AX

0.61%

MMS.AX

0.1%

MPL.AX

1.15%

MP1.AX

-2.25%

MCY.AX

-3.66%

MEZ.AX

0.68%

MSB.AX

-5.28%

MLX.AX

-2.09%

MTS.AX

MEI.AX

-3.49%

MOT.AX

-1.24%

MXT.AX

-1.31%

MFF.AX

0.56%

MIN.AX

-0.68%

MI6.AX

-3.61%

MIR.AX

-0.39%

MGR.AX

1.67%

MND.AX

-0.88%

MYS.AX

1.8%

NAN.AX

1.47%

NAB.AX

2.15%

NGI.AX

-2.38%

NWL.AX

-0.26%

NEU.AX

-3.91%

NHC.AX

1.76%

NMG.AX

-5.48%

NEM.AX

-3.95%

NWS.AX

0.08%

NXG.AX

-6%

NXT.AX

-0.5%

NHF.AX

1.11%

NCK.AX

0.64%

NIC.AX

0.29%

NEC.AX

0.52%

NST.AX

-5%

NWH.AX

-1.44%

NUF.AX

0.63%

NXL.AX

-3.35%

OCL.AX

-5.07%

OML.AX

-0.15%

OPH.AX

OBM.AX

-4.72%

ORI.AX

1.25%

ORG.AX

-0.17%

ORA.AX

-0.34%

PDN.AX

-1.82%

PNR.AX

-8.85%

PPC.AX

-0.13%

PPM.AX

PRN.AX

-1.31%

PPT.AX

-1.03%

PCI.AX

0.45%

PRU.AX

-5.13%

PXA.AX

11.08%

PNI.AX

-2.4%

PL8.AX

0.35%

PLS.AX

1.4%

PGF.AX

PNV.AX

-3.37%

PDIDB.AX

-6.71%

PMV.AX

1.2%

PME.AX

-1.02%

PWH.AX

-2.21%

PYC.AX

-0.67%

QAN.AX

-0.47%

QBE.AX

1.66%

QAL.AX

2.11%

QRI.AX

0.33%

RMS.AX

-2.9%

RHC.AX

-1.38%

REA.AX

-0.64%

RDX.AX

-0.29%

REH.AX

RF1.AX

RPL.AX

-1.15%

RG1.AX

1.98%

RGN.AX

1.58%

REG.AX

1.8%

RRL.AX

-4.88%

RWC.AX

0.24%

RMD.AX

2.08%

RSG.AX

-4.53%

SGLLV.AX

0.38%

RIC.AX

2.7%

RIO.AX

-1.51%

RXL.AX

-5.88%

RFF.AX

1.56%

RYM.AX

SFR.AX

-2.16%

SMI.AX

-2.8%

STO.AX

0.74%

SCG.AX

1.7%

SEK.AX

-1.35%

SHV.AX

-1.63%

SRV.AX

0.98%

SSM.AX

-0.81%

SGH.AX

0.56%

SHA.AX

1.11%

SIG.AX

0.19%

SLX.AX

-12.92%

SGM.AX

0.74%

SDR.AX

-2.56%

SKS.AX

-3.4%

SKC.AX

0.91%

SIQ.AX

0.09%

SHL.AX

-0.95%

S32.AX

-1.43%

SX2.AX

-5.49%

SXE.AX

-0.81%

SPK.AX

0.85%

SRG.AX

0.4%

SBM.AX

-6.56%

SMR.AX

3.38%

SDF.AX

0.09%

SGP.AX

0.58%

SKG.AX

1.31%

SNZ.AX

SUN.AX

1.98%

SRL.AX

-1.51%

SUL.AX

0.9%

SLC.AX

0.7%

SNL.AX

-0.23%

SYL.AX

-2.87%

TAH.AX

-3.26%

TEA.AX

-5.06%

TNE.AX

0.21%

TLX.AX

-1.57%

TLS.AX

0.65%

TPW.AX

-1.46%

A2M.AX

-1.02%

TLC.AX

SGR.AX

TVN.AX

-2.13%

THL.AX

-0.88%

TWR.AX

0.32%

TPG.AX

2.29%

TCL.AX

1.11%

TWE.AX

-0.54%

TUA.AX

TCG.AX

TRA.AX

-0.59%

USL.AX

-2.87%

UNI.AX

0.92%

VAU.AX

-3.17%

VNT.AX

0.27%

VCX.AX

1.01%

VGN.AX

0.36%

VMM.AX

-4.81%

VGL.AX

-3.86%

VEA.AX

2.45%

VUL.AX

0.37%

VSL.AX

-3.74%

VYS.AX

-2.27%

WA1.AX

-3.6%

WGN.AX

-2.55%

WAM.AX

-1.63%

WGB.AX

-0.7%

WLE.AX

-0.38%

SOL.AX

0.45%

WPR.AX

-1.48%

WQG.AX

WEB.AX

1.84%

WBT.AX

-1.47%

WES.AX

0.55%

WAF.AX

-3.83%

WGX.AX

-5.71%

WBC.AX

2.71%

WHF.AX

-0.2%

WHC.AX

WIA.AX

-4.95%

WC8.AX

WTC.AX

-0.62%

WDS.AX

0.84%

WOW.AX

0.88%

WOR.AX

0.1%

XRO.AX

-2.23%

YAL.AX

1.64%

ZIM.AX

0.71%

ZIP.AX

-0.2%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.36	0.14	0.09
SSO ASX Small Caps	14.82	-0.2	-1.33
IVV S&P 500	71.33	-0.09	-0.13
NDQ Nasdaq	59.40	-0.31	-0.52
F100 FTSE 100	15.33	0.04	0.26
ASIA Asia Tech	19.91	-0.32	-1.58
IEU Europe	98.49	0.06	0.06
IEM Emerging Markets	94.05	-0.56	-0.59
Gold Gold	56.56	-1.74	-2.98
ACDC Battery Tech	126.19	-1.98	-1.54

COMMODITIES	Close($)	-/+	%
Gold	4,420.27	-32.3999	-0.73
Silver	66.08	-0.2705	-0.41
Platinum	1,799.47	-20.6799	-1.14
Palladium	1,387.67	-34.0851	-2.4
Ice Brent Crude	89.37	-0.33	-0.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7163	0.0004	0.06
Euro	1.1588	0.0004	0.03
British Pound	1.3541	0.0007	0.05
Canadian Dollar	1.3891	-0.001	-0.07
New Zealand Dollar	0.5916	0.0006	0.1
Chinese Yuan	6.7203	-0.0057	-0.08
Japanese Yen	159.8300	-0.18	-0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.81	-5.85%	167.19%	0.32 0.89
BGL	Bellevue Gold Limited	1.60	-3.61%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	65.84	-2.18%	56.48%	39.30 68.77
FMG	Fortescue Ltd	17.86	-1.16%	-6.57%	17.44 23.38
NHC	New Hope Corporation Ltd	6.06	1.85%	35.84%	3.77 6.17
WHC	Whitehaven Coal Limited	8.59	3%	24.66%	5.94 9.90
NEM	Newmont Cdi	175.60	-3.94%	0.00%	113.49 190.91
NXG	Nexgen Ene Cdi	14.58	-6.03%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.83	-2.19%	86.27%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PXA	Pexa Group	7.42	11.08
GLN	Galan Lithium	0.40	9.72
LTR	Liontown	1.27	5.86
29M	29metals	0.38	5.63
DMP	Domino's Pizza E	21.04	4.73
SMR	Stanmore Resourc	2.75	3.38
EIQ	Echoiq	1.44	3.23
CBO	Cobram Estate	2.90	3.2
REH	Reece	16.85	3
WHC	Whitehaven Coal	8.59	3

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SLX	Silex Systems	5.19	-12.92
AYA	Artrya	4.29	-9.68
PNR	Pantoro Gold	2.63	-8.85
ELS	Elsight	5.29	-7.93
CU6	Clarity Pharmace	2.32	-7.77
BNZ	Benz Mining-cdi	3.92	-7.11
PDIDB	Predictive Def	4.17	-6.71
SBM	St Barbara	0.75	-6.56
FML	Focus Minerals L	2.04	-6.22
NXG	Nexgen Ene Cdi	14.58	-6

OPINION

Latest Market Matters Opinions

31/08/2026 09:42

The Bottom Line

We remain bullish towards the ASX into Christmas but wouldn’t be surprised to see the index experience a tough few weeks after the recent local hot CPI compounded by the hawkish comments by the Fed Chair.

31/08/2026 09:42

Chart of the Week: Newmont Corp (NEM US) US$127.98

Newmont is the largest listed gold producer in the world and for us it’s acting as an excellent roadmap for the sector, and miners in general. While consolidation of recent strong gains looks likely we’re still looking for the US$135bn giant to punch to new highs in the coming months.

ACTION

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Market Matters Content

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

Morning report 31/08/2026

Afternoon Report

The Match Out: Tech Roars Back as the ASX Shrugs Off Rate Jitters

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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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Aus. Investment blog Subscribe to blog

Why is Liontown (ASX: LTR) trading up +5%?

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ASX: LTR 27/08/2026

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ASX:RHC 27/08/2026

Morning Report

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

Morning report 31/08/2026

Afternoon Report

The Match Out: Tech Roars Back as the ASX Shrugs Off Rate Jitters

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Ask James ASK A QUESTION

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

Latest View Points

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

FANG

LNAS

NDQ

SEMI

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Chart of the week

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Aus. Investment blog Subscribe to blog

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 27/08/2026

Why is Ramsay Health Care (ASX: RHC) up ~14%

Ramsay Health Care (RHC) is punching higher after delivering a strong FY26 result driven largely by cost management, particularly in the UK, with broad-based success across geographies.

ASX:RHC 27/08/2026

Opinion + Action