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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.47%

4DX.AX

-1.42%

ABG.AX

ASK.AX

1.47%

A1G.AX

6.7%

AGL.AX

-1.3%

AIZ.AX

4.29%

AAI.AX

0.56%

ALK.AX

2.16%

A4N.AX

ALQ.AX

2.97%

AMC.AX

-0.81%

AOV.AX

0.6%

AMP.AX

1.55%

AEL.AX

ALD.AX

-0.94%

ANN.AX

0.79%

ANZ.AX

0.19%

APA.AX

1.22%

ARU.AX

5.66%

ARB.AX

2.1%

ARF.AX

0.31%

ARG.AX

0.35%

ALL.AX

1.14%

AYA.AX

6.51%

APZ.AX

3.39%

ASX.AX

2.79%

ALX.AX

-2.06%

AUB.AX

1.21%

AIA.AX

0.3%

AZJ.AX

-1.49%

ABB.AX

2.8%

ASB.AX

-1.04%

AAC.AX

3.45%

AEF.AX

1.12%

AFI.AX

-0.76%

AUI.AX

0.19%

BOQ.AX

-0.45%

BMN.AX

1.11%

BCI.AX

1.3%

BPT.AX

-0.38%

BGA.AX

2.23%

BGL.AX

3.83%

BEN.AX

-0.8%

BNZ.AX

7.84%

BHP.AX

-0.08%

BKI.AX

-0.29%

BC8.AX

5.29%

XYZ.AX

3.69%

BSL.AX

-2.28%

BOE.AX

2.35%

BXB.AX

0.62%

BVS.AX

3.55%

BRE.AX

4.12%

BRG.AX

1.5%

BFL.AX

0.63%

BWP.AX

0.54%

CMM.AX

5.26%

CSC.AX

0.49%

CAR.AX

3.45%

CIN.AX

CYL.AX

5.88%

CAT.AX

7.69%

CWP.AX

-0.84%

CNI.AX

2.59%

CIP.AX

-0.35%

COF.AX

CHN.AX

5.2%

CGF.AX

1.85%

CIA.AX

-2.04%

CHI.AX

CHC.AX

0.87%

CLW.AX

CQR.AX

0.53%

CQE.AX

1.57%

CNU.AX

-0.76%

C79.AX

3.49%

CVL.AX

CU6.AX

2.31%

CWY.AX

0.89%

CBO.AX

4.89%

COH.AX

1.31%

CDA.AX

-2.01%

COL.AX

-1.04%

CKF.AX

-0.34%

CBA.AX

-0.6%

CPU.AX

2.38%

CEN.AX

-3.73%

CXO.AX

CRN.AX

9.09%

CCP.AX

5.12%

CMW.AX

1.28%

CSL.AX

-0.03%

CCL.AX

1.53%

DBI.AX

-0.79%

DTL.AX

-0.45%

DTR.AX

DYL.AX

2.35%

DRR.AX

DVP.AX

0.96%

DXS.AX

DXI.AX

0.87%

DDR.AX

1.19%

DGT.AX

3.28%

DUI.AX

0.6%

DJW.AX

0.71%

DMP.AX

0.31%

DOW.AX

-0.26%

DPM.AX

2.71%

DRO.AX

-2.56%

DUR.AX

6.25%

DNL.AX

0.32%

APE.AX

3.54%

EBO.AX

1.64%

EIQ.AX

1.11%

ELD.AX

1.12%

EOS.AX

-0.5%

ELV.AX

1.46%

ELS.AX

-5.88%

EHL.AX

2.98%

EMR.AX

3.47%

EDV.AX

-1.51%

ERA.AX

EQR.AX

-1.54%

EQT.AX

3.04%

EVN.AX

0.8%

EVT.AX

-0.38%

FCL.AX

-1.75%

FFM.AX

6.75%

FPH.AX

1.79%

FPR.AX

5.44%

FBU.AX

-1.2%

FLT.AX

1.62%

FML.AX

FRS.AX

FMG.AX

-1.17%

FRW.AX

0.4%

FGX.AX

0.78%

FGG.AX

-0.66%

GLF.AX

-0.22%

GDG.AX

7.42%

GNE.AX

0.56%

GMD.AX

5.75%

GTK.AX

2.54%

GNP.AX

0.56%

GMG.AX

1.83%

GPT.AX

-0.22%

GQG.AX

3.87%

GNG.AX

1.57%

GNC.AX

0.45%

GGP.AX

4.61%

GOZ.AX

1.45%

GCI.AX

0.51%

GYG.AX

-0.06%

GWA.AX

-1.42%

HSN.AX

2.07%

HVN.AX

-0.2%

HGH.AX

HM1.AX

0.9%

HLI.AX

3.75%

HMC.AX

6.36%

HDN.AX

0.43%

HUB.AX

2.99%

IEL.AX

7.69%

IGO.AX

-2.97%

ILU.AX

0.3%

IMD.AX

1.05%

IMR.AX

-1.04%

IFT.AX

0.94%

INA.AX

1.79%

ING.AX

3.66%

IFL.AX

IAG.AX

-0.54%

IDX.AX

0.43%

IPX.AX

3.85%

IPH.AX

1.56%

IRE.AX

2.35%

JHX.AX

-0.11%

JBH.AX

-0.78%

JDO.AX

-0.74%

JMS.AX

-1.89%

KAR.AX

-3.74%

KLS.AX

2.63%

KCN.AX

3.04%

KKC.AX

-0.5%

GLS.AX

2.53%

L1G.AX

5.91%

LSF.AX

-0.25%

LRV.AX

1.98%

LFS.AX

-1.09%

LLC.AX

1.86%

LFG.AX

-1.13%

360.AX

3.47%

LIC.AX

2.41%

LNW.AX

1.05%

LIN.AX

LTR.AX

-3.68%

LOV.AX

-1.63%

LYL.AX

1.32%

LYC.AX

-3.85%

MA1.AX

0.25%

MAF.AX

1.44%

MGH.AX

-2.04%

MAH.AX

0.7%

MQG.AX

1.21%

MAQ.AX

-0.4%

MAD.AX

2.47%

MFG.AX

2.72%

MAU.AX

1.35%

MMS.AX

1.66%

MPL.AX

-0.46%

MEK.AX

9.38%

MP1.AX

3.13%

MCY.AX

-2.79%

MEZ.AX

2.67%

MSB.AX

0.93%

MLX.AX

-1.17%

MTS.AX

-2.63%

MOT.AX

0.29%

MXT.AX

-1.57%

MFF.AX

0.88%

MIN.AX

-3.7%

MI6.AX

3.79%

MIR.AX

1.57%

MGR.AX

0.28%

MND.AX

-1.27%

MYR.AX

-6.45%

MYS.AX

1.38%

NAN.AX

1.9%

NAB.AX

0.46%

NSR.AX

NGI.AX

2.42%

NWL.AX

4.81%

NEU.AX

1.55%

NHC.AX

-3.93%

NEM.AX

2.24%

NWS.AX

3.58%

NXG.AX

-0.49%

NXT.AX

0.35%

NHF.AX

0.32%

NCK.AX

2.55%

NIC.AX

1.14%

NEC.AX

2.7%

NST.AX

4.36%

NWH.AX

-0.75%

NUF.AX

2.77%

OCL.AX

2.26%

OML.AX

7.39%

OPH.AX

2.69%

OBM.AX

5.43%

ORI.AX

-1.18%

ORG.AX

-1.35%

ORA.AX

-0.26%

PDN.AX

-1.16%

PNR.AX

4.4%

PPC.AX

0.82%

PPM.AX

2.04%

PRN.AX

1.83%

PPT.AX

0.19%

PCI.AX

0.96%

PRU.AX

3.21%

PXA.AX

-0.98%

PNI.AX

3.9%

PL8.AX

-1.16%

PLS.AX

-2.85%

PGF.AX

3.03%

PNV.AX

5.06%

PDI.AX

4.2%

PMV.AX

3.05%

PME.AX

2.01%

PFP.AX

PWH.AX

-1.38%

PYC.AX

-1.35%

QAN.AX

1.09%

QBE.AX

-0.52%

QAL.AX

-2.46%

QRI.AX

0.66%

QUB.AX

0.62%

RMS.AX

2.23%

RHC.AX

-2.11%

REA.AX

3.59%

RDX.AX

-2.08%

REH.AX

-3.98%

RF1.AX

1.52%

RPL.AX

5.71%

RG1.AX

0.95%

RGN.AX

1.79%

REG.AX

-0.65%

RRL.AX

4.56%

RWC.AX

2.01%

RMD.AX

0.41%

RSG.AX

8.56%

SGLLV.AX

5.35%

RIC.AX

-1.09%

RIO.AX

0.4%

RXL.AX

5.88%

RFF.AX

-0.5%

RYM.AX

-2.58%

SFR.AX

0.63%

SMI.AX

0.75%

STO.AX

-1.12%

SCG.AX

SEK.AX

4.34%

SHV.AX

1.84%

SRV.AX

0.44%

SSM.AX

0.78%

SGH.AX

-0.66%

SHA.AX

-1.09%

SIG.AX

-0.38%

SLX.AX

5.8%

SGM.AX

-7.49%

SDR.AX

5.54%

SKC.AX

-1.71%

SIQ.AX

3.14%

SHL.AX

-0.24%

S32.AX

-3.17%

SX2.AX

1.26%

SXE.AX

-2.79%

SPK.AX

0.29%

SRG.AX

SBM.AX

5.13%

SMR.AX

-3.18%

SDF.AX

3.41%

SGP.AX

0.47%

STK.AX

5.26%

SNZ.AX

-0.13%

SUN.AX

0.19%

SRL.AX

2.45%

SUL.AX

2.07%

SLC.AX

1.25%

SNL.AX

-1.42%

TAH.AX

1.08%

TBN.AX

TEA.AX

-4.03%

TNE.AX

1.4%

TLX.AX

4.75%

TLS.AX

-0.19%

TPW.AX

6.77%

A2M.AX

1.48%

TLC.AX

0.19%

SGR.AX

-4.17%

TVN.AX

1.67%

TWR.AX

0.32%

TPG.AX

0.75%

TCL.AX

-0.07%

TWE.AX

3.34%

TUA.AX

TCG.AX

1.67%

UNI.AX

-0.76%

VAU.AX

4.51%

VNT.AX

-2.97%

VCX.AX

-1.27%

VGN.AX

4.35%

VEA.AX

1.58%

VUL.AX

-2.74%

VSL.AX

-0.57%

WA1.AX

4.26%

WGN.AX

2.71%

WAM.AX

-0.3%

WGB.AX

0.47%

WLE.AX

0.37%

SOL.AX

0.52%

WPR.AX

-0.84%

WEB.AX

0.38%

WBT.AX

1.67%

WES.AX

-0.01%

WAF.AX

4.92%

WGX.AX

4.99%

WBC.AX

0.97%

WHF.AX

1.23%

WHC.AX

-6%

WIA.AX

5.13%

WC8.AX

-1.32%

WTC.AX

4.08%

WDS.AX

-0.48%

WOW.AX

-0.74%

WOR.AX

-0.53%

XRO.AX

6.55%

YAL.AX

-4.71%

ZIM.AX

-4.35%

ZIP.AX

4.38%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	142.84	0	0
SSO ASX Small Caps	15.27	0	0
IVV S&P 500	62.08	0	0
NDQ Nasdaq	49.72	0	0
F100 FTSE 100	14.65	0	0
ASIA Asia Tech	14.00	0	0
IEU Europe	95.76	0	0
IEM Emerging Markets	80.30	0	0
Gold Gold	61.00	0	0
ACDC Battery Tech	143.50	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,666.25	156.0127	3.46
Silver	75.06	5.08	7.26
Platinum	1,964.09	64.5863	3.4
Palladium	1,482.76	76.9575	5.47
Ice Brent Crude	114.39	1.82	1.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6892	0.0041	0.6
Euro	1.1548	0.0083	0.72
British Pound	1.3243	0.0058	0.44
Canadian Dollar	1.3932	0.001	0.07
New Zealand Dollar	0.5737	0.0017	0.3
Chinese Yuan	6.8980	-0.0139	-0.2
Japanese Yen	158.8400	-0.88	-0.55

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.51	0%	23.08%	0.28 0.75
BGL	Bellevue Gold Ltd	1.49	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	50.39	0%	27.06%	33.25 59.39
FMG	Fortescue Ltd	20.31	0%	28.36%	13.18 23.38
NHC	New Hope Corporation Ltd	5.87	0%	59.95%	3.33 6.14
WHC	Whitehaven Coal Ltd	9.25	0%	75.40%	4.26 9.90
NEM	Newmont Cdi	151.55	0%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.11	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.03	0%	47.50%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MEK	Meeka Metals	0.18	9.38
CRN	Coronado Global	0.36	9.09
RSG	Resolute Mining	1.40	8.56
BNZ	Benz Mining-cdi	2.20	7.84
CAT	Catapult Sports	3.22	7.69
IEL	Idp Education	4.06	7.69
GDG	Generation Devel	4.20	7.42
OML	Ooh!media	0.95	7.39
TPW	Temple & Webster	7.10	6.77
FFM	Firefly Metals	1.74	6.75

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SGM	Sims	17.90	-7.49
MYR	Myer Holdings	0.29	-6.45
WHC	Whitehaven Coal	9.25	-6
ELS	Elsight	5.44	-5.88
YAL	Yancoal Australi	8.29	-4.71
ZIM	Zimplats Holding	17.14	-4.35
SGR	The Star Enterta	0.12	-4.17
TEA	Tasmea	4.52	-4.03
REH	Reece	13.26	-3.98
NHC	New Hope Corpora	5.87	-3.93

OPINION

Latest Market Matters Opinions

31/03/2026 17:02

Broker Moves

• Woodside Energy Rated New Buy at Argonaut Securities; PT A$41.20 • Santos Rated New Buy at Argonaut Securities; PT A$9.10 • Syrah Cut to Underweight at Jarden Securities • SGH Ltd. Raised to Outperform at Macquarie; PT A$50.40 • Greatland Resources Raised to Outperform at RBC; PT A$15.60 • Northern Star Raised to Buy at UBS; PT A$24.70

31/03/2026 17:01

What Mattered Today

It was a story of two tales today as the ASX whipsawed from negative to positive territory at midday, before giving back most of the gains rapidly into the close. Early weakness was shaken off as the market reacted to reports that US President Donald Trump may be prepared to wind down the Iran war even if the Strait of Hormuz remains largely closed.

ACTION

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Market Matters Content

What Matters Today: Revisiting the energy sector as the War enters its fifth week

Morning report 31/03/2026

Afternoon Report

The Match Out: ASX gives back gains late as Trump’s Iran comments lose their shine

Afternoon report 31/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

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

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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

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Latest View Points

PDN

NHC

WHC

STO

WDS

IEM

A200

VGS

IEU

NIC

SOL

Chart of the week

Singapore Jet Fuel

Aus. Investment blog Subscribe to blog

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 25/03/2026

Why is Sandfire up +7% today?

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

ASX: SFR 25/03/2026

Morning Report

What Matters Today: Revisiting the energy sector as the War enters its fifth week

Morning report 31/03/2026

Afternoon Report

The Match Out: ASX gives back gains late as Trump’s Iran comments lose their shine

Afternoon report 31/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

PDN

NHC

WHC

STO

WDS

IEM

A200

VGS

IEU

NIC

SOL