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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.6%

4DX.AX

-1.13%

ABG.AX

0.49%

ASK.AX

-0.35%

AX1.AX

-5%

AIS.AX

4.21%

A1G.AX

5.43%

AGL.AX

-5.55%

AIZ.AX

-1.3%

AAI.AX

1.88%

ALK.AX

2.56%

A4N.AX

0.93%

ALQ.AX

-0.31%

AMC.AX

-1.04%

AOV.AX

-1.15%

AMP.AX

-1.67%

AEL.AX

-2.62%

ALD.AX

-1.7%

ANN.AX

0.51%

ANZ.AX

1.82%

APA.AX

-0.22%

ARU.AX

16%

ARB.AX

-2.31%

ARF.AX

-0.91%

ARG.AX

1.69%

ALL.AX

-1.83%

AYA.AX

3.86%

APZ.AX

-6.23%

ASX.AX

-0.96%

ALX.AX

-1.72%

AUB.AX

-0.54%

AIA.AX

AMI.AX

AZJ.AX

0.25%

AUC.AX

-0.86%

ABB.AX

-0.2%

ASB.AX

-4.27%

AAC.AX

0.38%

AEF.AX

-1.23%

AFG.AX

AFI.AX

-0.29%

AUI.AX

-0.56%

ASG.AX

-0.4%

BOQ.AX

0.15%

BMN.AX

1.73%

BCI.AX

2.63%

BPT.AX

BGA.AX

-1.01%

BGL.AX

2.06%

BEN.AX

-0.99%

BNZ.AX

3.45%

BHP.AX

1.42%

BKI.AX

0.87%

BC8.AX

-0.76%

XYZ.AX

-0.28%

BSL.AX

1.08%

BOE.AX

4.21%

BXB.AX

-2.46%

BVS.AX

0.47%

BRE.AX

8.69%

BRG.AX

-2.32%

BFL.AX

-0.73%

BWP.AX

0.26%

CMM.AX

-0.98%

CSC.AX

1.36%

CAR.AX

-1.31%

CIN.AX

2.78%

CYL.AX

-0.59%

CAT.AX

-4.62%

CWP.AX

0.24%

CNI.AX

-5.73%

CIP.AX

COF.AX

-0.5%

CHN.AX

0.84%

CGF.AX

1.06%

CIA.AX

6.93%

CHC.AX

-0.55%

CLW.AX

-0.83%

CQR.AX

-0.26%

CQE.AX

-1.84%

CNU.AX

-1.67%

C79.AX

0.65%

CVL.AX

1.53%

CU6.AX

12.82%

CWY.AX

-0.82%

CUV.AX

-0.5%

CBO.AX

COH.AX

0.49%

CDA.AX

2.46%

COL.AX

-0.68%

CKF.AX

-0.53%

CBA.AX

0.51%

CPU.AX

-1.28%

CEN.AX

CXO.AX

CRN.AX

2.86%

CCP.AX

0.63%

CMW.AX

1.25%

CSL.AX

-1.37%

CCL.AX

-2.97%

DBI.AX

-1.27%

DTL.AX

-2.42%

DTR.AX

5.41%

DYL.AX

-0.99%

DRR.AX

2.31%

DVP.AX

3.12%

DXS.AX

-0.32%

DXI.AX

-0.8%

DDR.AX

2.34%

DGT.AX

-0.54%

DUI.AX

0.4%

DJW.AX

1.78%

DMP.AX

-1.2%

DOW.AX

-0.13%

DPM.AX

1.48%

DRO.AX

1.49%

DUR.AX

2.59%

DNL.AX

-1.64%

APE.AX

0.24%

EBO.AX

-1.68%

ELD.AX

0.43%

EOS.AX

-0.46%

ELV.AX

4.87%

ELS.AX

0.18%

EHL.AX

2.72%

EMR.AX

-0.16%

EDV.AX

0.51%

ERA.AX

-14.29%

EQR.AX

11.11%

EQT.AX

1.53%

EVN.AX

EVT.AX

-0.48%

FCL.AX

-0.81%

FFM.AX

2.26%

FPH.AX

0.19%

FPR.AX

6.37%

FBU.AX

1.8%

FLT.AX

-0.42%

FML.AX

-0.97%

FRS.AX

FMG.AX

3.68%

FGX.AX

0.37%

FGG.AX

0.95%

GLN.AX

3.85%

GLF.AX

0.6%

GDG.AX

-3%

GNE.AX

1.39%

GMD.AX

0.44%

GTK.AX

-2.11%

GNP.AX

0.13%

GMG.AX

-1.49%

GPT.AX

-0.43%

GQG.AX

-5.5%

GNG.AX

1.7%

GNC.AX

-0.16%

GGP.AX

2.08%

GOZ.AX

1.4%

GCI.AX

-0.5%

GYG.AX

0.47%

GWA.AX

-0.88%

HSN.AX

-1.5%

HVN.AX

-1.29%

HGH.AX

1.45%

HM1.AX

1.82%

HLI.AX

-3.81%

HMC.AX

-2.02%

HDN.AX

HUB.AX

-1.68%

IEL.AX

-2.5%

IGO.AX

3.39%

ILU.AX

9.36%

IMD.AX

1.44%

IMR.AX

IFT.AX

1.23%

INA.AX

1.2%

ING.AX

-1.01%

IFL.AX

-1.5%

IAG.AX

3.77%

IDX.AX

-0.42%

IPX.AX

5.15%

IPH.AX

1.19%

IRE.AX

-2.28%

JHX.AX

-1.54%

JBH.AX

-1.5%

JDO.AX

1.28%

JIN.AX

-1.43%

JMS.AX

-3.51%

KAR.AX

1.34%

KLS.AX

-1.19%

KCN.AX

2.93%

KKC.AX

GLS.AX

-9.47%

L1G.AX

-0.4%

LSF.AX

-0.48%

LRV.AX

7.87%

LFS.AX

LLC.AX

-0.55%

LFG.AX

1.15%

360.AX

-4.84%

LIC.AX

-0.21%

LNW.AX

0.34%

LIN.AX

11.76%

LTR.AX

3.16%

LOV.AX

-1.02%

LYL.AX

1.79%

LYC.AX

16.2%

MA1.AX

-0.51%

MAF.AX

1.29%

MGH.AX

5.65%

MAH.AX

1.53%

MQG.AX

1.31%

MAQ.AX

7.01%

MAD.AX

-1.46%

MFG.AX

-4.61%

MAU.AX

MMS.AX

-0.26%

MPL.AX

0.98%

MEK.AX

-4.65%

MP1.AX

-1.87%

MCY.AX

-1.88%

MEZ.AX

2.22%

MSB.AX

0.46%

MTM.AX

5.11%

MLX.AX

7.17%

MTS.AX

MEI.AX

15.79%

MOT.AX

-1.69%

MXT.AX

1.3%

MFF.AX

0.22%

MGX.AX

MIN.AX

5.01%

MI6.AX

5.88%

MIR.AX

-0.36%

MGR.AX

1.07%

MND.AX

-0.68%

MYR.AX

1.54%

MYS.AX

1.88%

NAN.AX

-2.7%

NAB.AX

1.05%

NSR.AX

-0.36%

NGI.AX

1.81%

NWL.AX

-1.79%

NEU.AX

-1.57%

NHC.AX

0.2%

NMG.AX

NEM.AX

1.64%

NWS.AX

-2.06%

NXG.AX

3.86%

NXT.AX

1.96%

NHF.AX

0.68%

NCK.AX

-2.87%

NIC.AX

2.76%

NEC.AX

-1.63%

NST.AX

3.04%

NWH.AX

0.34%

NUF.AX

0.5%

NXL.AX

-0.28%

OCL.AX

-1.31%

OML.AX

-1.59%

OPH.AX

-0.71%

OBM.AX

21.46%

ORI.AX

-3.39%

ORG.AX

-1.36%

ORA.AX

1.29%

PDN.AX

3.77%

PNR.AX

2.11%

PPC.AX

-5.17%

PPM.AX

0.44%

PRN.AX

-0.96%

PPT.AX

-0.58%

PCI.AX

0.47%

PRU.AX

PXA.AX

-1.93%

PNI.AX

-2.27%

PL8.AX

0.69%

PLS.AX

4.93%

PGF.AX

0.66%

PNV.AX

5.56%

PDI.AX

-3.98%

PMV.AX

-0.85%

PME.AX

-2.08%

PFP.AX

5.91%

PWH.AX

-0.72%

PYC.AX

1.7%

QAN.AX

3.04%

QBE.AX

1.61%

QAL.AX

-2.21%

QRI.AX

0.98%

QUB.AX

RMS.AX

1.89%

RHC.AX

-0.61%

REA.AX

-0.98%

RDX.AX

-0.33%

REH.AX

-0.66%

RF1.AX

1.45%

RPL.AX

-3.1%

RG1.AX

2.29%

RGN.AX

-0.93%

REG.AX

1.2%

RRL.AX

2.47%

RWC.AX

-1.65%

RMD.AX

-3.39%

RSG.AX

3.18%

SGLLV.AX

0.55%

RIC.AX

1.11%

RIO.AX

1.1%

RXR.AX

-3.4%

RXL.AX

4.81%

RFF.AX

1.45%

RYM.AX

SFR.AX

2.11%

SMI.AX

2.31%

STO.AX

0.14%

SCG.AX

SEK.AX

-2.02%

SHV.AX

1.53%

SRV.AX

1.37%

SSM.AX

-0.77%

SGH.AX

-0.21%

SHA.AX

2.4%

SIG.AX

-1.09%

SLX.AX

2.97%

SGM.AX

1.59%

SDR.AX

-1.99%

SKS.AX

5.95%

SKC.AX

-1.52%

SIQ.AX

-0.25%

SHL.AX

-1.87%

S32.AX

2.35%

SX2.AX

0.81%

SXE.AX

5.35%

SVM.AX

1.27%

SPK.AX

SRG.AX

-0.74%

SBM.AX

1.32%

SGQ.AX

3.7%

SMR.AX

1.08%

SDF.AX

-0.95%

SGP.AX

STK.AX

7.14%

SNZ.AX

SUN.AX

3.59%

SRL.AX

4.34%

SUL.AX

-2.04%

SLC.AX

SNL.AX

-3.59%

SYL.AX

-2.38%

TAH.AX

-1.01%

TEA.AX

-1.2%

TNE.AX

-1.09%

TLX.AX

-2.18%

TLS.AX

-0.77%

TPW.AX

0.68%

A2M.AX

1.05%

TLC.AX

1.13%

SGR.AX

4.17%

TVN.AX

5.56%

TWR.AX

-0.99%

TPG.AX

TCL.AX

1.63%

TWE.AX

-1.45%

TUA.AX

-0.32%

TCG.AX

0.69%

USL.AX

1.66%

UNI.AX

0.94%

VAU.AX

1.17%

VNT.AX

0.91%

VCX.AX

VGN.AX

-1.75%

VEA.AX

VUL.AX

-0.86%

VSL.AX

-0.63%

WA1.AX

WGN.AX

2.74%

WAM.AX

0.87%

WGB.AX

-0.44%

WLE.AX

1.44%

SOL.AX

0.84%

WPR.AX

WEB.AX

-1.75%

WBT.AX

3.81%

WES.AX

0.46%

WAF.AX

-1.33%

WGX.AX

-0.78%

WBC.AX

0.47%

WHF.AX

-0.38%

WHC.AX

-0.34%

WIA.AX

-3.57%

WC8.AX

6.25%

WTC.AX

-3.6%

WDS.AX

0.8%

WOW.AX

1.5%

WOR.AX

-2.12%

XRO.AX

-2.23%

YAL.AX

0.43%

ZIM.AX

0.61%

ZIP.AX

1.48%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.04	0.86	0.59
SSO ASX Small Caps	16.03	0.11	0.69
IVV S&P 500	63.17	-0.81	-1.27
NDQ Nasdaq	51.41	-0.58	-1.12
F100 FTSE 100	14.65	-0.05	-0.34
ASIA Asia Tech	15.25	0.22	1.46
IEU Europe	96.38	-0.17	-0.18
IEM Emerging Markets	84.00	0.77	0.93
Gold Gold	66.42	-0.55	-0.82
ACDC Battery Tech	143.33	3.57	2.55

COMMODITIES	Close($)	-/+	%
Gold	5,158.48	-32.8276	-0.63
Silver	84.92	-3.4805	-3.94
Platinum	2,177.33	-23.1192	-1.05
Palladium	1,629.00	-25.7963	-1.56
Ice Brent Crude	98.96	0	0
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7144	0.0025	0.35
Euro	1.1566	-0.0044	-0.38
British Pound	1.3408	-0.0008	-0.06
Canadian Dollar	1.3582	0.0003	0.02
New Zealand Dollar	0.5907	-0.002	-0.34
Chinese Yuan	6.8655	-0.0111	-0.16
Japanese Yen	158.8900	0.85	0.54

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	1.63%	44.71%	0.28 0.75
BGL	Bellevue Gold Ltd	1.74	2.06%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	51.96	1.42%	30.69%	33.25 59.39
FMG	Fortescue Ltd	19.98	3.68%	21.50%	13.18 23.38
NHC	New Hope Corporation Ltd	5.05	0.2%	25.69%	3.33 5.35
WHC	Whitehaven Coal Ltd	8.71	-0.34%	48.14%	4.26 9.59
NEM	Newmont Cdi	165.68	1.64%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	18.29	3.86%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.95	2.11%	49.01%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
OBM	Ora Banda Mining	1.42	21.46
LYC	Lynas Rare Earth	20.59	16.2
ARU	Arafura Rare Ear	0.29	16
MEI	Meteoric Resourc	0.22	15.79
CU6	Clarity Pharmace	3.96	12.82
LIN	Lindian Resource	0.86	11.76
EQR	Eq Resources	0.35	11.11
ILU	Iluka Resources	6.66	9.36
BRE	Brazilian Rare	5.63	8.69
LRV	Larvotto Resourc	1.37	7.87

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-14.29
GLS	L1 Global Long	1.87	-9.47
APZ	Aspen Group	5.42	-6.23
CNI	Centuria Capital	1.65	-5.73
AGL	Agl Energy	9.02	-5.55
GQG	Gqg Partners Cdi	1.81	-5.5
PPC	Peet	1.93	-5.17
AX1	Accent Group	0.95	-5
360	Life360 Inc.	21.42	-4.84
MEK	Meeka Metals	0.21	-4.65

OPINION

Latest Market Matters Opinions

11/03/2026 16:41

What Mattered Today

The ASX pushed higher on Wednesday, closing up 0.6% as miners and banks did the heavy lifting in a session defined almost entirely by a hawkish pivot from the RBA. It wasn't a broad rally — only four of eleven sectors finished in the green — but the heavyweights were enough to keep the index comfortably in positive territory. Overnight US futures are pointing to a modestly positive Wall Street open.

11/03/2026 16:40

GQG Partners (GQG) $1.805

GQG -5.5%: Released February FUM numbers today which showed net outflows of $US3.2bn, however total FUM was up $US7.3bn to $US172.9bn – implying strong performance. The market clearly focussed on continuing outflows which we think is the wrong way to look at it. Performance feed’s flows, and overall FUM was up nicely with their defensive positioning starting to bear fruit, delivering good outperformance for the month.

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Ask James ASK A QUESTION

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Question asked 06/03/2026

Amcor (AMC) and REIT’s

To the MM Team, Sorry for the late question, I hope it makes the cut off time. My question relates to AMC. I see that AMC is down around 9% in your Growth portfolio, if you did not hold your full 4% allocation would you consider "topping up" at the current price of around $62? Second question, when do you think you may start think about pulling the Buy trigger on certain REIT's, i.e. CLW, DXS MGR, etc? Thanks for all the great input and education, Charles

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Question asked 06/03/2026

Data#3 Ltd (DTL)

Hi Team, Thank you, guys, for all the good work, much appreciated. I have held Data 3 for about seven yrs buying it around $1 and have done very well . I was disappointed with the substantial price fall after their recent results. I would be grateful for your thoughts going forward for Data3 . Shabbir.

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