scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

KKC.AX

0.85%

ABG.AX

0.84%

ASK.AX

-0.96%

AX1.AX

ADT.AX

0.68%

AGL.AX

1.67%

AIZ.AX

0.93%

AAI.AX

2.9%

A4N.AX

3.37%

ALQ.AX

1.46%

AMC.AX

0.89%

AOV.AX

-0.11%

AMP.AX

0.33%

AEL.AX

6.52%

ALD.AX

0.78%

ANN.AX

1.64%

ANZ.AX

1.22%

APA.AX

-0.24%

ARU.AX

4.88%

ARB.AX

0.76%

ARF.AX

0.81%

ARG.AX

0.76%

ALL.AX

1.69%

APZ.AX

1.57%

ASX.AX

0.95%

ALX.AX

-0.39%

AUB.AX

1.92%

AIA.AX

-0.85%

AD8.AX

1.8%

AZJ.AX

0.93%

ABB.AX

-0.48%

ASB.AX

-0.5%

AAC.AX

ACL.AX

0.35%

AEF.AX

3.29%

AFG.AX

AFI.AX

1.61%

AUI.AX

1.98%

ASG.AX

2.05%

BOQ.AX

0.9%

BMN.AX

-3.34%

BAP.AX

0.78%

BCI.AX

-2.82%

BPT.AX

BLX.AX

BGA.AX

BGL.AX

0.55%

BEN.AX

1.42%

BHP.AX

3.02%

BKI.AX

0.84%

BC8.AX

1.23%

XYZ.AX

3.13%

BSL.AX

1.16%

BOE.AX

-1.05%

BXB.AX

0.72%

BVS.AX

0.92%

BRG.AX

2.11%

BKW.AX

1.17%

BFL.AX

1.07%

BWP.AX

-0.28%

CMM.AX

0.11%

CSC.AX

1.39%

CAR.AX

3.8%

CIN.AX

1.01%

CYL.AX

4.03%

CAT.AX

4.35%

CWP.AX

0.27%

CNI.AX

1.12%

CIP.AX

0.64%

COF.AX

-0.41%

CHN.AX

2.79%

CGF.AX

1.7%

CIA.AX

3.52%

CHC.AX

1.71%

CLW.AX

-0.24%

CNU.AX

1.39%

CQR.AX

0.52%

C79.AX

2.8%

CQE.AX

0.34%

CVL.AX

CU6.AX

11.78%

CWY.AX

CUV.AX

0.99%

CBO.AX

-1.2%

COH.AX

CDA.AX

2.48%

COL.AX

0.68%

CKF.AX

-0.34%

CBA.AX

0.92%

CPU.AX

0.7%

CEN.AX

0.36%

CTD.AX

2.93%

CCP.AX

1.2%

CMW.AX

CSL.AX

3.62%

CCL.AX

0.95%

DBI.AX

0.68%

DTL.AX

1.4%

DYL.AX

-1.36%

DRR.AX

-0.24%

DVP.AX

-2.86%

DXS.AX

0.43%

DXI.AX

-0.72%

DDR.AX

1.64%

DGT.AX

2.21%

DUI.AX

0.55%

DJW.AX

1.58%

DHG.AX

DMP.AX

-0.16%

DOW.AX

1.02%

DRO.AX

-2.28%

DNL.AX

1.05%

APE.AX

-0.05%

EBO.AX

-0.73%

EBR.AX

1.21%

ELD.AX

2.95%

EOS.AX

-3.78%

EMR.AX

2.46%

EDV.AX

-2.42%

ERA.AX

EQT.AX

-1.34%

EVN.AX

1.07%

EVT.AX

0.72%

FCL.AX

3.19%

FFM.AX

0.44%

FPH.AX

-0.24%

FPR.AX

0.63%

FBU.AX

2.95%

FLT.AX

1.52%

FMG.AX

0.53%

FGX.AX

FGG.AX

0.33%

GEM.AX

-1.67%

GLF.AX

0.49%

GDG.AX

5.51%

GNE.AX

0.46%

GMD.AX

-0.51%

GTK.AX

0.65%

GNP.AX

3.9%

GOR.AX

GMG.AX

1.54%

GPT.AX

0.59%

GQG.AX

1.79%

GNG.AX

0.27%

GNC.AX

-0.4%

GGP.AX

-0.74%

GOZ.AX

GCI.AX

0.49%

GYG.AX

1.06%

GWA.AX

HSN.AX

1.23%

HVN.AX

0.53%

HLS.AX

HGH.AX

0.68%

HM1.AX

3.42%

HLI.AX

-0.39%

HMC.AX

2.12%

HDN.AX

HUB.AX

3.11%

IEL.AX

1.34%

IGO.AX

2.28%

ILU.AX

4.99%

IMD.AX

-1.11%

IFT.AX

1.24%

INA.AX

-1.13%

ING.AX

1.12%

IFL.AX

5.84%

IAG.AX

0.24%

IDX.AX

-0.37%

IPX.AX

-0.75%

IPH.AX

1.17%

IRE.AX

-0.52%

JHX.AX

0.74%

JBH.AX

-0.46%

JLG.AX

0.26%

JDO.AX

0.94%

JIN.AX

1.7%

KAR.AX

1.31%

KPG.AX

1.74%

KLS.AX

-0.52%

KCN.AX

2.93%

LSF.AX

LFS.AX

-0.87%

LLC.AX

0.38%

LFG.AX

1.36%

360.AX

3.66%

LIC.AX

1.75%

LNW.AX

-0.1%

LTR.AX

10.12%

LOV.AX

3.42%

LYC.AX

2.78%

MAF.AX

1.56%

MGH.AX

2.71%

MAC.AX

-0.43%

MAH.AX

MQG.AX

1.25%

MAQ.AX

0.25%

MAD.AX

0.28%

MFG.AX

0.61%

MMS.AX

0.17%

MPL.AX

-2.52%

MP1.AX

1.39%

MCY.AX

1.79%

MEZ.AX

0.76%

MSB.AX

34.64%

MLX.AX

2.36%

MTS.AX

0.51%

MOT.AX

MXT.AX

MFF.AX

0.11%

MIN.AX

4.79%

MIR.AX

0.6%

MGR.AX

0.45%

MND.AX

0.59%

MYR.AX

0.78%

MYS.AX

1.15%

NAN.AX

-2.3%

NAB.AX

1.27%

NSR.AX

NGI.AX

5.78%

NWL.AX

2.31%

NEU.AX

3.71%

NHC.AX

-0.98%

NEM.AX

-0.09%

NWS.AX

0.86%

NXG.AX

-0.57%

NXT.AX

1.57%

NHF.AX

0.14%

NCK.AX

3.04%

NIC.AX

1.32%

NEC.AX

0.59%

NST.AX

1.1%

NWH.AX

1.6%

NUF.AX

3.38%

NXL.AX

5.88%

OCL.AX

1.77%

OML.AX

2.63%

OPH.AX

OBM.AX

3.13%

ORI.AX

0.53%

ORG.AX

1.1%

ORA.AX

0.95%

PDN.AX

-0.51%

PNR.AX

PGC.AX

PPC.AX

-0.31%

PPM.AX

1.6%

PRN.AX

0.59%

PCI.AX

PPT.AX

-0.38%

PRU.AX

0.84%

PXA.AX

0.71%

PLS.AX

8.57%

PNI.AX

3.74%

PL8.AX

-1.44%

PGF.AX

-1.13%

PNV.AX

3.28%

PDI.AX

-1.14%

PMV.AX

1.29%

PME.AX

-0.76%

PFP.AX

1.28%

PWH.AX

2.47%

PYC.AX

0.37%

QAN.AX

0.54%

QBE.AX

1.22%

QOR.AX

2.27%

QRI.AX

QAL.AX

-0.83%

QUB.AX

1.63%

RMS.AX

2.03%

RHC.AX

-0.13%

REA.AX

0.99%

RDX.AX

REH.AX

RF1.AX

2.03%

RPL.AX

3.5%

RGN.AX

REG.AX

0.13%

RRL.AX

1.13%

RWC.AX

0.95%

RMD.AX

0.73%

RSG.AX

0.77%

SGLLV.AX

1.48%

RIC.AX

0.36%

RIO.AX

1.81%

RUL.AX

0.3%

RFF.AX

1.09%

SFR.AX

0.55%

STO.AX

0.39%

SCG.AX

SEK.AX

0.66%

SHV.AX

-4.59%

SRV.AX

1.59%

SSM.AX

SGH.AX

3.03%

SIG.AX

1.08%

SLX.AX

2.11%

SGM.AX

0.79%

SDR.AX

2.22%

SKC.AX

-1.67%

SIQ.AX

0.64%

SHL.AX

0.99%

S32.AX

1.4%

SX2.AX

2.51%

SPK.AX

-1.69%

SPR.AX

2.83%

SRG.AX

-0.89%

SMR.AX

1.4%

SDF.AX

0.17%

SGP.AX

0.91%

SNZ.AX

4.75%

SUN.AX

0.34%

SUL.AX

-0.07%

SLC.AX

2.71%

SNL.AX

0.05%

TAH.AX

2.56%

TEA.AX

TNE.AX

1.58%

TLX.AX

2.77%

TLS.AX

TPW.AX

2.12%

A2M.AX

2.25%

TLC.AX

-0.37%

TWR.AX

0.33%

TPG.AX

0.9%

TCL.AX

0.88%

TWE.AX

1.12%

TUA.AX

-1.54%

TYR.AX

0.51%

URW.AX

0.28%

UNI.AX

0.87%

VAU.AX

VNT.AX

1.34%

VCX.AX

VGN.AX

1.87%

VGL.AX

-0.92%

VEA.AX

0.88%

VUL.AX

1.4%

VSL.AX

WA1.AX

-2.86%

WAM.AX

0.3%

WGB.AX

-1.19%

WLE.AX

-0.39%

SOL.AX

1.26%

WPR.AX

-0.4%

WEB.AX

1.45%

WES.AX

1.4%

WAF.AX

1.35%

WGX.AX

1.09%

WBC.AX

1.81%

WHF.AX

1.07%

WHC.AX

0.33%

WTC.AX

1.18%

WDS.AX

1.04%

WOW.AX

1.68%

WOR.AX

-0.98%

XRO.AX

1.04%

YAL.AX

-5.81%

ZIM.AX

3.17%

ZIP.AX

7.77%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.97	2.06	1.43
SSO ASX Small Caps	15.28	0.21	1.39
IVV S&P 500	64.70	0.38	0.59
NDQ Nasdaq	52.46	0.34	0.65
F100 FTSE 100	13.90	0.01	0.07
ASIA Asia Tech	12.19	0.1	0.83
IEU Europe	96.64	0.19	0.2
IEM Emerging Markets	75.94	0.33	0.44
Gold Gold	47.09	-0.13	-0.28
ACDC Battery Tech	95.99	1.99	2.12

COMMODITIES	Close($)	-/+	%
Gold	3,349.26	10.6816	0.32
Silver	38.17	0.055	0.14
Platinum	1,421.53	-36.4712	-2.5
Palladium	1,240.59	-39.4133	-3.08
Ice Brent Crude	69.23	-0.29	-0.42
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6508	0.0021	0.32
Euro	1.1621	0.0026	0.22
British Pound	1.3404	-0.0011	-0.08
Canadian Dollar	1.3721	-0.0028	-0.2
New Zealand Dollar	0.5962	0.0031	0.52
Chinese Yuan	7.1776	-0.0056	-0.08
Japanese Yen	148.7600	0.22	0.15

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Group International Ltd	6.24	4.35%	193.14%	1.79 6.33
DBI	Dalrymple Bay Infrastructure Ltd	4.46	0.68%	47.18%	3.00 4.62
HSN	Hansen Technologies Ltd	5.78	1.23%	27.46%	4.04 5.88
JHX	James Hardie Industries Plc	41.00	0.74%	-24.10%	31.86 59.53
MGR	Mirvac Group	2.25	0.45%	5.66%	1.81 2.42
NSR	National Storage Reit	2.35	0%	-2.89%	2.05 2.59
PDN	Paladin Energy Ltd	7.82	-0.51%	-41.47%	3.93 14.10
RUL	Rpmglobal Holdings Ltd	3.29	0.3%	27.13%	2.20 3.35
SFR	Sandfire Resources Ltd	10.95	0.55%	24.46%	7.79 11.88
WOR	Worley Ltd	13.20	-0.98%	-11.72%	11.07 15.81

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MSB	Mesoblast	2.41	34.64
CU6	Clarity Pharmace	3.89	11.78
LTR	Liontown Resourc	0.93	10.12
PLS	Pilbara Minerals	1.71	8.57
ZIP	Zip Co	3.05	7.77
AEL	Amplitude Energy	0.25	6.52
NXL	Nuix	2.52	5.88
IFL	Insignia Financi	4.17	5.84
NGI	Navigator Global	1.83	5.78
GDG	Generation Devel	5.55	5.51

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
YAL	Yancoal Australi	5.84	-5.81
SHV	Select Harvests	3.74	-4.59
EOS	Electro Optic Sy	3.56	-3.78
BMN	Bannerman Energy	2.89	-3.34
WA1	Wa1 Resources	17.00	-2.86
DVP	Develop Global	4.42	-2.86
BCI	Bci Minerals	0.35	-2.82
MPL	Medibank Private	5.02	-2.52
EDV	Endeavour Group	4.03	-2.42
NAN	Nanosonics	3.83	-2.3

OPINION

Latest Market Matters Opinions

19/07/2025 08:42

First Up

The ASX200 rallied another +2.1% last week, posting a fresh closing high on Friday, extending July’s gain to +2.5%. Gains were broad-based over the five days, with all 11 of the main sectors closing higher, led by Tech and healthcare, which surged +5.2% and +4.8% respectively. The trend remains clearly bullish, and while the average gain for the month of July over the last decade is around 3% equities are breaking to new highs with strong momentum, and as we mentioned on Friday morning, the surprises in markets usually unfold with the trend - the best two Julys of the last decade have delivered gains closer to 6%.

18/07/2025 17:18

Broker Moves

• Amplitude Energy Cut to Market-Weight at Wilsons • Vysarn Rated New Overweight at Wilsons; PT 65 Australian cents • Tetratherix Rated New Overweight at Barrenjoey; PT A$4.20 • Endeavour Group Cut to Equal-Weight at Morgan Stanley; PT A$4.60 • 29Metals Cut to Underweight at Jarden Securities • Sigma Healthcare Raised to Hold at Jefferies; PT A$2.50 • Mesoblast Raised to Buy at Jefferies; PT A$2.50 • Medibank Private Cut to Neutral at JPMorgan; PT A$5.10 • DroneShield Cut to Hold at Bell Potter; PT A$3.80 • Santos Cut to Sector Perform at RBC; PT A$7.50 • Catalyst Metals Raised to Buy at Morgans Financial Limited

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

ETF Friday: Using ETFs to invest across the Banking Sector, home and abroad

Morning report 18/07/2025

Afternoon Report

The Match Out: Bang! ASX breaks out of its trading range, scales new highs

Afternoon report 18/07/2025

Ask James ASK A QUESTION

Ask James

Question asked 19/07/2025

Lottery Corp Ltd (TLC)

I am wondering why you consider TLC a yield play with a dividend of less than 3%? I'm wondering if it is a good time to sell or take profits in, being almost at its all time highs? Thx for this opportunity to ask questions Shawn!

Ask James

Question asked 19/07/2025

Cedar Woods Properties Ltd (CWP)

I am interested in your view of Cedar Woods Properties Ltd, I realise its price is rather variable. Is it a tactical sell around $7.5?, its PE is still attractive, but it has had a good run.

Featured podcasts Subscribe to podcasts

Friday 18th July – Dow up +229pts, SPI up +32pts 18/07/2025 08:17am Listen now

Thursday 17th July – ASX +63pts, CAR & STO 17/07/2025 13:23pm Listen now

Weekly video update Subscribe to videos

Market Matters Video Update: Portfolio Performance update for September 2024 11/10/2024

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.39% Active Growth Portfolio

23 Shawn’s Trade Ideas

11.31% Active Income Portfolio

15.72% International Equities Portfolio

2.00% Emerging Companies Portfolio

11.29% Core ETF Portfolio

13.39% Active Growth Portfolio 23 Shawn’s Trade Ideas 11.31% Active Income Portfolio 15.72% International Equities Portfolio 2.00% Emerging Companies Portfolio 11.29% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 5-year PA

Latest View Points

IAF

CRED

CAR

XRO

MVB

BNKS

IXG US

KBWB US

FANG

AMZN US

META US

NVDA US

Chart of the week

JB Hi-Fi (JBH)

Aus. Investment blog Subscribe to blog

James Hardie (JHX) – Short-term pain for long term growth

James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it's earnings coming from the US.

ASX:JHX 26/03/2025

Helia (HLI) – Life after CBA not as bad as it looks

Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.

ASX: HLI 26/03/2025

Morning Report

ETF Friday: Using ETFs to invest across the Banking Sector, home and abroad

Morning report 18/07/2025

Afternoon Report

The Match Out: Bang! ASX breaks out of its trading range, scales new highs

Afternoon report 18/07/2025

Ask James ASK A QUESTION

Ask James

Question asked 19/07/2025

Lottery Corp Ltd (TLC)

Ask James

Question asked 19/07/2025

Cedar Woods Properties Ltd (CWP)

I am interested in your view of Cedar Woods Properties Ltd, I realise its price is rather variable. Is it a tactical sell around $7.5?, its PE is still attractive, but it has had a good run.

Latest View Points

IAF

CRED

CAR

XRO

MVB

BNKS

IXG US

KBWB US

FANG

AMZN US

META US