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ANALYSIS

Market Analysis

4DX.AX

0.5%

ABG.AX

-1.57%

ASK.AX

-1.12%

AIS.AX

1.41%

AGL.AX

-1.19%

A1M.AX

-2.01%

AIZ.AX

1.37%

AAI.AX

-1.81%

ALK.AX

2.27%

A4N.AX

-2.27%

ALQ.AX

-0.78%

AMC.AX

-0.84%

AOV.AX

-0.15%

AMP.AX

ALD.AX

1.98%

ANN.AX

-0.9%

ANZ.AX

0.93%

APA.AX

-1.87%

ARU.AX

ARB.AX

-4.37%

ARF.AX

1.61%

ARG.AX

-1.2%

ALL.AX

2.58%

AYA.AX

APZ.AX

-0.58%

ASX.AX

-1.6%

ALX.AX

AUB.AX

-0.21%

AIA.AX

0.85%

AZJ.AX

-2.16%

ABB.AX

-2.45%

ASB.AX

-3.54%

AAC.AX

0.75%

AFI.AX

-1.86%

AUI.AX

-0.27%

BOQ.AX

-0.16%

BMN.AX

1.54%

BCI.AX

3.85%

BPT.AX

-1.76%

BGA.AX

-0.85%

BGL.AX

5.42%

BEN.AX

0.19%

BNZ.AX

-1.24%

BHP.AX

-0.58%

BKI.AX

-0.83%

BC8.AX

6.98%

XYZ.AX

1.11%

BSL.AX

-3%

BXB.AX

-0.46%

BVS.AX

BRE.AX

-0.22%

BRG.AX

-0.28%

BGP.AX

BFL.AX

0.18%

BWP.AX

CMM.AX

2.08%

CSC.AX

-0.22%

CAR.AX

0.74%

CIN.AX

-2.16%

CYL.AX

6.24%

CAT.AX

-4.14%

CWP.AX

0.44%

CNI.AX

-3.56%

CIP.AX

-0.33%

COF.AX

0.57%

CGF.AX

-0.88%

CIA.AX

-1.27%

CHI.AX

CHC.AX

1.08%

CLW.AX

0.28%

CQR.AX

-0.77%

CQE.AX

-0.76%

CNU.AX

-1.48%

C79.AX

-0.71%

CVL.AX

0.54%

CU6.AX

1.42%

CWY.AX

-0.43%

CUV.AX

-1.54%

CBO.AX

0.49%

COH.AX

1.6%

CDA.AX

-0.7%

COL.AX

-1.07%

CKF.AX

-0.5%

CBA.AX

0.26%

CPU.AX

-1.14%

CEN.AX

-1.96%

CXO.AX

3.92%

CCP.AX

-0.79%

CMW.AX

CSL.AX

-0.52%

CCL.AX

3.22%

DBI.AX

-0.52%

DTL.AX

0.74%

DTR.AX

DYL.AX

1.03%

DRR.AX

-1.27%

DVP.AX

-4.59%

DXS.AX

1.3%

DXI.AX

0.84%

DDR.AX

-3.29%

DGT.AX

-1.96%

DJW.AX

1.76%

DMP.AX

0.96%

DOW.AX

-1.88%

DPM.AX

2.02%

DRO.AX

DUR.AX

-3.98%

DNL.AX

-0.51%

APE.AX

-4.29%

EBO.AX

-1.4%

EIQ.AX

8.02%

ELD.AX

-0.74%

EOS.AX

2.46%

ELV.AX

4.46%

ELS.AX

3.11%

EHL.AX

1.56%

EMR.AX

-1.29%

EDV.AX

0.59%

ERA.AX

EQR.AX

3.39%

EUR.AX

-1.2%

EVN.AX

1.9%

EVT.AX

-1.25%

FCL.AX

10.14%

FFM.AX

2.82%

FPH.AX

0.53%

FPR.AX

1.4%

FBU.AX

1.12%

FLT.AX

0.25%

FRS.AX

-1.09%

FMG.AX

-1.46%

FRW.AX

0.17%

FGX.AX

-1.47%

FGG.AX

GLF.AX

-1.54%

GDG.AX

0.54%

GNE.AX

0.47%

GMD.AX

3.65%

GNP.AX

-1.63%

GMG.AX

-0.32%

GPT.AX

-0.62%

GQG.AX

1.38%

GNG.AX

-1.7%

GNC.AX

-0.62%

GGP.AX

3.67%

GOZ.AX

-0.94%

GCI.AX

GYG.AX

-2.25%

GWA.AX

-2.14%

HSN.AX

-1.98%

HVN.AX

-3.34%

HGH.AX

HM1.AX

-0.68%

HLI.AX

-1.06%

HMC.AX

-3.83%

HDN.AX

-0.79%

HUB.AX

-0.65%

IEL.AX

2.2%

IGO.AX

0.27%

ILU.AX

-0.57%

IMD.AX

-1.7%

IMR.AX

12.47%

IFT.AX

-1.33%

INA.AX

-0.68%

ING.AX

-1.43%

IAG.AX

1.99%

IDX.AX

IPG.AX

-5.08%

IPX.AX

-3.01%

IPH.AX

0.27%

IRE.AX

-0.78%

JHX.AX

-1.15%

JBH.AX

-1.73%

JDO.AX

-1.1%

JMS.AX

KAR.AX

-2.11%

KLS.AX

-2.03%

KCN.AX

3.81%

KKC.AX

0.48%

GLS.AX

1.46%

LGF.AX

0.78%

L1G.AX

2.59%

LSF.AX

1.28%

LRV.AX

3.83%

LFS.AX

3.98%

LLC.AX

-0.64%

LFG.AX

0.31%

360.AX

3.94%

LIC.AX

-0.37%

LNW.AX

-2.66%

LIN.AX

1.64%

LTR.AX

-3.19%

LOV.AX

-2.09%

LYL.AX

-3.45%

LYC.AX

-1.44%

MA1.AX

1.01%

MAF.AX

-0.5%

MGH.AX

-3.03%

MAH.AX

-3.78%

MQG.AX

1.25%

MAQ.AX

0.39%

MAD.AX

-3.42%

MFG.AX

-0.09%

MMS.AX

0.95%

MPL.AX

1.42%

MP1.AX

-4.91%

MCY.AX

MEZ.AX

0.85%

MSB.AX

0.49%

MLX.AX

MTS.AX

-0.34%

MOT.AX

MXT.AX

-0.26%

MMI.AX

0.58%

MFF.AX

1.38%

MIN.AX

0.84%

MI6.AX

6.52%

MIR.AX

-0.4%

MGR.AX

-0.58%

MND.AX

-8.5%

MYR.AX

-1.61%

MYS.AX

1.99%

NAN.AX

0.31%

NAB.AX

3.84%

NGI.AX

NWL.AX

-1.76%

NEU.AX

-3.68%

NHC.AX

0.57%

NEM.AX

2.61%

NWS.AX

4.29%

NXG.AX

1.24%

NXT.AX

-5.87%

NHF.AX

0.43%

NCK.AX

0.19%

NIC.AX

-1.04%

NEC.AX

-2.2%

NST.AX

5.48%

NWH.AX

-3.61%

NUF.AX

-1.87%

OCL.AX

15.56%

OML.AX

OPH.AX

OBM.AX

8.33%

ORI.AX

-0.91%

ORG.AX

-5.42%

ORA.AX

PDN.AX

0.2%

PNR.AX

2.69%

PPC.AX

-1.15%

PPM.AX

-0.66%

PRN.AX

-1.3%

PPT.AX

3.48%

PCI.AX

-0.91%

PRU.AX

1.46%

PXA.AX

1.88%

PNI.AX

1.13%

PL8.AX

1.09%

PLS.AX

0.39%

PGF.AX

4.04%

PNV.AX

1.6%

PDI.AX

4.29%

PMV.AX

-2.42%

PME.AX

1.51%

PWH.AX

3.68%

PYC.AX

-3.87%

QAN.AX

0.76%

QBE.AX

0.52%

QAL.AX

-4.93%

QRI.AX

1.94%

QUB.AX

RMS.AX

3.81%

RHC.AX

0.23%

REA.AX

-0.01%

RDX.AX

0.27%

REH.AX

-2.74%

RF1.AX

0.57%

RPL.AX

-0.34%

RG1.AX

0.83%

RGN.AX

REG.AX

-0.15%

RRL.AX

2.51%

RWC.AX

-0.26%

RMD.AX

3.2%

RSG.AX

4.86%

SGLLV.AX

-3.87%

RIC.AX

-0.38%

RIO.AX

0.27%

RXL.AX

3.8%

RFF.AX

-0.25%

RYM.AX

-2.69%

SFR.AX

-4.07%

STO.AX

-1.39%

SCG.AX

-0.78%

SEK.AX

-1.36%

SHV.AX

-0.27%

SRV.AX

-0.77%

SSM.AX

-3.42%

SGH.AX

-4.98%

SHA.AX

-4.35%

SIG.AX

-0.36%

SLX.AX

-3.5%

SGM.AX

-3.46%

SDR.AX

-1.27%

SKS.AX

-3.96%

SKC.AX

-4.04%

SIQ.AX

-0.08%

SHL.AX

-0.29%

S32.AX

-2.8%

SX2.AX

2.54%

SXE.AX

-1.53%

SPK.AX

-2.55%

SRG.AX

-2.06%

SBM.AX

5.49%

SMR.AX

-0.43%

SDF.AX

-0.59%

SGP.AX

-1.48%

SNZ.AX

0.84%

SUN.AX

0.78%

SRL.AX

6.05%

SUL.AX

-2.82%

SLC.AX

-4.31%

SNL.AX

1.31%

SYL.AX

-2.08%

TAH.AX

-0.62%

TEA.AX

3.95%

TNE.AX

0.54%

TLX.AX

0.94%

TLS.AX

-0.8%

TPW.AX

-7.31%

A2M.AX

1.36%

TLC.AX

-0.89%

SGR.AX

TVN.AX

6.67%

THL.AX

TWR.AX

0.98%

TPG.AX

0.28%

TCL.AX

0.28%

TWE.AX

-3.23%

TUA.AX

-1.31%

TCG.AX

7.78%

TRA.AX

UNI.AX

-1.16%

VAU.AX

2.68%

VNT.AX

0.82%

VCX.AX

-1.53%

VGN.AX

VEA.AX

2.91%

VUL.AX

-0.97%

VSL.AX

1.63%

VYS.AX

-1.97%

WA1.AX

3.9%

WGN.AX

-2.73%

WAM.AX

1.32%

WGB.AX

4.29%

WLE.AX

1.12%

SOL.AX

-0.86%

WPR.AX

0.42%

WQG.AX

WEB.AX

-0.69%

WBT.AX

-3.36%

WES.AX

-4.03%

WAF.AX

4.12%

WGX.AX

1.28%

WBC.AX

2.19%

WHF.AX

0.64%

WHC.AX

0.67%

WIA.AX

3.26%

WC8.AX

-0.99%

WTN.AX

WTC.AX

-1.58%

WDS.AX

-1.3%

WOW.AX

0.1%

WOR.AX

-2%

XRO.AX

1.47%

YAL.AX

0.36%

ZIM.AX

0.7%

ZIP.AX

-1.9%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.47	-0.12	-0.08
SSO ASX Small Caps	14.50	-0.06	-0.41
IVV S&P 500	72.14	0.08	0.11
NDQ Nasdaq	62.68	-0.92	-1.45
F100 FTSE 100	14.97	0.01	0.07
ASIA Asia Tech	21.55	-1.15	-5.07
IEU Europe	98.20	-0.49	-0.5
IEM Emerging Markets	96.00	-2.5	-2.54
Gold Gold	54.33	1.7	3.23
ACDC Battery Tech	143.34	-17.98	-11.15

COMMODITIES	Close($)	-/+	%
Gold	4,128.10	98.206	2.44
Silver	61.10	1.956	3.31
Platinum	1,620.60	43.7324	2.77
Palladium	1,266.75	56.7434	4.69
Ice Brent Crude	71.19	-1.73	-2.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6930	0.0039	0.57
Euro	1.1447	0.0071	0.62
British Pound	1.3360	0.0089	0.67
Canadian Dollar	1.4182	-0.0033	-0.23
New Zealand Dollar	0.5705	0.0034	0.6
Chinese Yuan	6.7886	-0.0056	-0.08
Japanese Yen	160.8900	-1.67	-1.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.73	-2.01%	144.26%	0.30 0.79
BGL	Bellevue Gold Ltd	1.27	5.42%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.57	-0.58%	63.85%	37.56 65.98
FMG	Fortescue Ltd	18.96	-1.46%	25.10%	15.94 23.38
NHC	New Hope Corporation Ltd	5.30	0.57%	40.16%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.53	0.67%	35.75%	5.81 9.90
NEM	Newmont Cdi	135.43	2.61%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	13.87	1.24%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.61	-4.07%	74.46%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
OCL	Objective Corpor	7.80	15.56
IMR	Imricor Medical	2.03	12.47
FCL	Fineos Corporati	2.28	10.14
OBM	Ora Banda Mining	1.11	8.33
EIQ	Echoiq	1.75	8.02
TCG	Turaco Gold	0.49	7.78
BC8	Black Cat Syndic	0.92	6.98
TVN	Tivan	0.32	6.67
MI6	Minerals 260	0.74	6.52
CYL	Catalyst Metals	5.11	6.24

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MND	Monadelphous Gro	28.53	-8.5
TPW	Temple & Webster	5.58	-7.31
NXT	Nextdc	13.78	-5.87
ORG	Origin Energy	10.48	-5.42
IPG	Ipd Group	5.23	-5.08
SGH	Sgh	43.31	-4.98
QAL	Qualitas	2.89	-4.93
MP1	Megaport	19.75	-4.91
DVP	Develop Global	6.24	-4.59
ARB	Arb Corporation	18.37	-4.37

OPINION

Latest Market Matters Opinions

02/07/2026 16:54

Broker Moves

• Pro Medicus Cut to Accumulate at Morgans Financial Limited • Medallion Metals Raised to Buy at Morgans Financial Limited • South32 Cut to Hold at Morgans Financial Limited; PT A$4.50 • Viridis Mining Rated New Speculative Buy at Canaccord; PT A$6.30 • NAB Raised to Buy at BofA; PT A$42.50 • Wesfarmers Cut to Sell at Goldman; PT A$78 • Monadelphous Cut to Hold at Bell Potter; PT A$32

02/07/2026 16:54

What Mattered Today

The ASX finished little changed on Thursday, recovering from a weak open with the index down -0.7% in early trade, as a bounce in the banks offset broad-based weakness across the local bourse. The market was digesting another bout of volatility in global technology stocks, as concerns around AI infrastructure spending weighed on semiconductor names across Asia and the US overnight. Eight of the eleven sectors closed lower, though Financials proved the standout performer following a broker upgrade for NAB, while strength across gold miners helped underpin the Materials sector.

ACTION

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Market Matters Content

What Matters Today: Should we chase or fade the 5 big movers from Wednesday?

Morning report 02/07/2026

Afternoon Report

The Match Out: ASX recovers from early losses as the Banks catch a bid

Afternoon report 02/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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