Video
Subscribe free today
Market Analysis
1.32%
1.69%
-0.32%
0%
0.19%
-1%
0%
1.94%
0%
-0.18%
14.13%
0.71%
2.91%
2.07%
2.5%
-2.05%
0.57%
1.38%
-1.73%
2.74%
-0.77%
0.45%
0.69%
1.82%
0.82%
-2.98%
-0.26%
-2.34%
-1.57%
-0.66%
-0.25%
-3.05%
0.72%
3.04%
-2.44%
0.91%
1.37%
1.38%
0.51%
0%
0%
7.81%
-2.92%
-1.41%
0.92%
0.57%
1.68%
2.36%
0.29%
-1.23%
0.28%
0.99%
0.92%
0%
0.77%
4.95%
2.16%
0.95%
0.18%
2.34%
-1.37%
1.86%
3.38%
1.02%
1.12%
-4.24%
2.67%
1.88%
0.29%
0.31%
-0.43%
3.24%
1.4%
3.54%
-0.46%
-0.71%
-0.88%
0.5%
-2.83%
0%
-0.96%
5.97%
-0.73%
6.14%
0.48%
0.45%
0.2%
-0.33%
17.36%
2.05%
1.07%
2.22%
4.8%
2.63%
1.45%
0.18%
2.41%
3.03%
1.1%
-0.89%
1.39%
0%
0.58%
-0.36%
0.76%
-0.83%
1.31%
0.33%
0.23%
2.08%
4.47%
-2.46%
0.38%
1.54%
0.79%
0.8%
-1.52%
0.25%
-33.33%
-0.27%
0.79%
0.25%
-0.44%
-0.97%
-1.47%
0.68%
-3.16%
3.3%
4.75%
2.08%
1.06%
1.3%
2.27%
-0.95%
2.03%
-1.24%
5.83%
-0.6%
0.35%
0%
6.94%
-0.91%
0.77%
10.61%
-0.8%
0.5%
0.91%
-0.89%
-1.42%
0.19%
4.11%
-3.33%
0.33%
0.37%
6.94%
-0.76%
4.52%
2.56%
4.39%
2.05%
1.11%
-1.75%
0%
1.12%
1.14%
0.33%
0.44%
1.4%
-0.45%
0.37%
2.82%
0.74%
2.84%
2.01%
0.31%
-6.46%
1.36%
0%
1.06%
-0.44%
0.55%
10.84%
-0.47%
-0.44%
0.16%
5.34%
0.43%
0.55%
4.26%
0.25%
0.22%
-4.84%
2.42%
1.85%
3.67%
5.07%
0.33%
1.01%
0.45%
-1.6%
0%
0.64%
3.16%
0.25%
0.75%
1.4%
4.79%
1.55%
0.45%
1.51%
0.83%
1.18%
1.47%
2.24%
-0.84%
5.14%
3.67%
2.28%
-1.03%
-0.44%
1.04%
-1.34%
2.99%
0.78%
-0.38%
2.88%
-0.63%
-0.4%
3.5%
2.12%
4.27%
2.29%
0.59%
0%
1.75%
0.69%
-2.46%
1.4%
0.94%
-0.32%
-3.66%
3.05%
-0.59%
2.83%
-0.43%
1.93%
-0.29%
0.6%
6.64%
5.1%
2.54%
0.41%
1.69%
-1.3%
1.1%
2.58%
-0.9%
1.3%
3.33%
2.38%
-0.6%
3.26%
0%
1.65%
0.47%
-0.39%
-0.61%
0.42%
2.96%
1.75%
0.73%
0.5%
-1.7%
2.24%
0%
1.2%
-0.48%
0%
0.83%
3.2%
3.05%
1.37%
-1.1%
1.54%
-1.54%
0%
0.76%
2.19%
1.81%
2.08%
0.17%
0.32%
8.8%
1.33%
-0.45%
0.58%
0.69%
0.96%
2.46%
0.26%
0.47%
0%
1.28%
1.59%
0.34%
0.54%
0.98%
0.51%
0.21%
0.68%
-0.03%
4.26%
3.37%
0.32%
-0.37%
-0.41%
1.15%
-1.51%
-1.14%
-0.92%
-1.11%
-0.87%
-0.68%
-0.28%
-1.22%
-2.44%
1%
-0.8%
11.38%
1.93%
-3.24%
4.01%
4.74%
5.03%
0.65%
1.65%
0.42%
1.05%
0.39%
2.95%
0.56%
0%
0.68%
2.6%
0.36%
0%
2.45%
-6.54%
0.48%
-2.39%
0.39%
-0.51%
3.2%
5.42%
POPULAR ETFs | Close($) | +/- | % |
---|---|---|---|
A200
if (isset($cell['subtitle']) ) : ?>
ASX 200 endif; ?> |
143.58 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.48 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.04 if (isset($cell['subtitle']) ) : ?> endif; ?> |
SSO
if (isset($cell['subtitle']) ) : ?>
ASX Small Caps endif; ?> |
14.85 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.11 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.75 if (isset($cell['subtitle']) ) : ?> endif; ?> |
IVV
if (isset($cell['subtitle']) ) : ?>
S&P 500 endif; ?> |
62.38 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.43 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.69 if (isset($cell['subtitle']) ) : ?> endif; ?> |
NDQ
if (isset($cell['subtitle']) ) : ?>
Nasdaq endif; ?> |
50.57 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.52 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.04 if (isset($cell['subtitle']) ) : ?> endif; ?> |
F100
if (isset($cell['subtitle']) ) : ?>
FTSE 100 endif; ?> |
14.08 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.05 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.36 if (isset($cell['subtitle']) ) : ?> endif; ?> |
ASIA
if (isset($cell['subtitle']) ) : ?>
Asia Tech endif; ?> |
11.64 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.23 if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.02 if (isset($cell['subtitle']) ) : ?> endif; ?> |
IEU
if (isset($cell['subtitle']) ) : ?>
Europe endif; ?> |
97.26 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.97 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.01 if (isset($cell['subtitle']) ) : ?> endif; ?> |
IEM
if (isset($cell['subtitle']) ) : ?>
Emerging Markets endif; ?> |
74.05 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.87 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.19 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Gold
if (isset($cell['subtitle']) ) : ?>
Gold endif; ?> |
47.09 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.99 if (isset($cell['subtitle']) ) : ?> endif; ?> | -2.06 if (isset($cell['subtitle']) ) : ?> endif; ?> |
ACDC
if (isset($cell['subtitle']) ) : ?>
Battery Tech endif; ?> |
86.99 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.43 if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.67 if (isset($cell['subtitle']) ) : ?> endif; ?> |
COMMODITIES | Close($) | -/+ | % |
---|---|---|---|
Gold if (isset($cell['subtitle']) ) : ?> endif; ?> | 3,320.87 if (isset($cell['subtitle']) ) : ?> endif; ?> | -47.6373 if (isset($cell['subtitle']) ) : ?> endif; ?> | -1.41 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Silver if (isset($cell['subtitle']) ) : ?> endif; ?> | 35.99 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.1404 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.39 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Platinum if (isset($cell['subtitle']) ) : ?> endif; ?> | 1,284.97 if (isset($cell['subtitle']) ) : ?> endif; ?> | -9.7126 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.75 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Palladium if (isset($cell['subtitle']) ) : ?> endif; ?> | 1,061.23 if (isset($cell['subtitle']) ) : ?> endif; ?> | -15.6618 if (isset($cell['subtitle']) ) : ?> endif; ?> | -1.45 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Ice Brent Crude if (isset($cell['subtitle']) ) : ?> endif; ?> | 70.65 if (isset($cell['subtitle']) ) : ?> endif; ?> | -6.36 if (isset($cell['subtitle']) ) : ?> endif; ?> | -8.26 if (isset($cell['subtitle']) ) : ?> endif; ?> |
CURRENCIES | Close($) | -/+ | % |
Australian Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.6508 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0049 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.76 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Euro if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.1601 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0025 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.22 if (isset($cell['subtitle']) ) : ?> endif; ?> |
British Pound if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.3574 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0052 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.38 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Canadian Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.3715 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.0016 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.12 if (isset($cell['subtitle']) ) : ?> endif; ?> |
New Zealand Dollar if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.6024 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.0048 if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.8 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Chinese Yuan if (isset($cell['subtitle']) ) : ?> endif; ?> | 7.1774 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.0016 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.02 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Japanese Yen if (isset($cell['subtitle']) ) : ?> endif; ?> | 145.1500 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.99 if (isset($cell['subtitle']) ) : ?> endif; ?> | -0.68 if (isset($cell['subtitle']) ) : ?> endif; ?> |
10 Top Gainers | <$500m
Code | Company | Last($) | % Chg |
---|---|---|---|
CKF if (isset($cell['subtitle']) ) : ?> endif; ?> | Collins Foods if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.52 if (isset($cell['subtitle']) ) : ?> endif; ?> | 17.36 if (isset($cell['subtitle']) ) : ?> endif; ?> |
AMA if (isset($cell['subtitle']) ) : ?> endif; ?> | Ama Group if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.11 if (isset($cell['subtitle']) ) : ?> endif; ?> | 14.13 if (isset($cell['subtitle']) ) : ?> endif; ?> |
VGN if (isset($cell['subtitle']) ) : ?> endif; ?> | Virgin Australia if (isset($cell['subtitle']) ) : ?> endif; ?> | 3.23 if (isset($cell['subtitle']) ) : ?> endif; ?> | 11.38 if (isset($cell['subtitle']) ) : ?> endif; ?> |
LFG if (isset($cell['subtitle']) ) : ?> endif; ?> | Liberty Financia if (isset($cell['subtitle']) ) : ?> endif; ?> | 3.68 if (isset($cell['subtitle']) ) : ?> endif; ?> | 10.84 if (isset($cell['subtitle']) ) : ?> endif; ?> |
GGP if (isset($cell['subtitle']) ) : ?> endif; ?> | Greatland Resour if (isset($cell['subtitle']) ) : ?> endif; ?> | 7.30 if (isset($cell['subtitle']) ) : ?> endif; ?> | 10.61 if (isset($cell['subtitle']) ) : ?> endif; ?> |
SLX if (isset($cell['subtitle']) ) : ?> endif; ?> | Silex Systems if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.08 if (isset($cell['subtitle']) ) : ?> endif; ?> | 8.8 if (isset($cell['subtitle']) ) : ?> endif; ?> |
BCI if (isset($cell['subtitle']) ) : ?> endif; ?> | Bci Minerals if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.35 if (isset($cell['subtitle']) ) : ?> endif; ?> | 7.81 if (isset($cell['subtitle']) ) : ?> endif; ?> |
GQG if (isset($cell['subtitle']) ) : ?> endif; ?> | Gqg Partners Cdi if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.08 if (isset($cell['subtitle']) ) : ?> endif; ?> | 6.94 if (isset($cell['subtitle']) ) : ?> endif; ?> |
HMC if (isset($cell['subtitle']) ) : ?> endif; ?> | Hmc Capital if (isset($cell['subtitle']) ) : ?> endif; ?> | 4.93 if (isset($cell['subtitle']) ) : ?> endif; ?> | 6.94 if (isset($cell['subtitle']) ) : ?> endif; ?> |
PLS if (isset($cell['subtitle']) ) : ?> endif; ?> | Pilbara Minerals if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.29 if (isset($cell['subtitle']) ) : ?> endif; ?> | 6.64 if (isset($cell['subtitle']) ) : ?> endif; ?> |
10 Biggest Fallers | <$500m
Code | Company | Last($) | % Chg |
---|---|---|---|
ERA if (isset($cell['subtitle']) ) : ?> endif; ?> | Energy Resources if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.00 if (isset($cell['subtitle']) ) : ?> endif; ?> | -33.33 if (isset($cell['subtitle']) ) : ?> endif; ?> |
WDS if (isset($cell['subtitle']) ) : ?> endif; ?> | Woodside Energy if (isset($cell['subtitle']) ) : ?> endif; ?> | 24.16 if (isset($cell['subtitle']) ) : ?> endif; ?> | -6.54 if (isset($cell['subtitle']) ) : ?> endif; ?> |
KAR if (isset($cell['subtitle']) ) : ?> endif; ?> | Karoon Energy Lt if (isset($cell['subtitle']) ) : ?> endif; ?> | 1.96 if (isset($cell['subtitle']) ) : ?> endif; ?> | -6.46 if (isset($cell['subtitle']) ) : ?> endif; ?> |
MAH if (isset($cell['subtitle']) ) : ?> endif; ?> | Macmahon Holding if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.30 if (isset($cell['subtitle']) ) : ?> endif; ?> | -4.84 if (isset($cell['subtitle']) ) : ?> endif; ?> |
CYL if (isset($cell['subtitle']) ) : ?> endif; ?> | Catalyst Metals if (isset($cell['subtitle']) ) : ?> endif; ?> | 5.42 if (isset($cell['subtitle']) ) : ?> endif; ?> | -4.24 if (isset($cell['subtitle']) ) : ?> endif; ?> |
PGC if (isset($cell['subtitle']) ) : ?> endif; ?> | Paragon Care if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.40 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.66 if (isset($cell['subtitle']) ) : ?> endif; ?> |
HGH if (isset($cell['subtitle']) ) : ?> endif; ?> | Heartland Group if (isset($cell['subtitle']) ) : ?> endif; ?> | 0.73 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.33 if (isset($cell['subtitle']) ) : ?> endif; ?> |
VEA if (isset($cell['subtitle']) ) : ?> endif; ?> | Viva Energy Grp if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.09 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.24 if (isset($cell['subtitle']) ) : ?> endif; ?> |
FBU if (isset($cell['subtitle']) ) : ?> endif; ?> | Fletcher Buildin if (isset($cell['subtitle']) ) : ?> endif; ?> | 2.76 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.16 if (isset($cell['subtitle']) ) : ?> endif; ?> |
ASB if (isset($cell['subtitle']) ) : ?> endif; ?> | Austal if (isset($cell['subtitle']) ) : ?> endif; ?> | 6.03 if (isset($cell['subtitle']) ) : ?> endif; ?> | -3.05 if (isset($cell['subtitle']) ) : ?> endif; ?> |
Latest Market Matters Opinions
What Matters Today
A strong rebound for the ASX following news of a ceasefire overnight, though it seems missiles continued to fly today, and while it knocked the ASX off its morning high, the concern was short lived. Read moreOnly 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.
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.
Market Matters Content
Question asked
Updated view on Telix Pharma Ltd (TLX)Good afternoon MM team, I would like to know your most recent views on Telix Pharma. The company seems to be having some early success with the commercialisation of a few products; however most recently, the FDA did not approve their next product in the pipeline (Pixclara), and commercialisation has been delayed. I also heard (appreciate if you could confirm) that there might be unfavourable US taxation regime changes on the way for companies such as Telix and CSL, and that is also putting pressure on the share price for both companies. Looking at the financials for Telix, I was a bit surprised to find that their operating margins are just in the low teens. For comparison, Neuren is about 80%, while CSL is close to 33%. Return on capital and ROE are also much lower for TLX. Probably not a fair comparison, due to a different business model, which would be great if you could help me understand. Thanks, Angela
Question asked
Fixed Income ProductsHello James and Team, I was interested to see that you are buying DN1 for the MM income portfolio. I see that it is "powered by Realm". Your comments on REALM as an asset manager would be appreciated. Also could you comment on Gryphon Capital and Real Asset Management (RAM) who offer similar products. I recall that in a Webinar a couple of months ago James spoke favourably about Gryphon. Finally, I see that LaTrobe are releasing a product shortly (LF1). Your comments on LaTrobe would also be appreciated. I understand that your commentary is not financial advice. Kind regards, Lee
Podcast
GO TO ALL PORFOLIOS
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

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

Helia (HLI) – Life after CBA not as bad as it looks
Question asked
Updated view on Telix Pharma Ltd (TLX)Good afternoon MM team, I would like to know your most recent views on Telix Pharma. The company seems to be having some early success with the commercialisation of a few products; however most recently, the FDA did not approve their next product in the pipeline (Pixclara), and commercialisation has been delayed. I also heard (appreciate if you could confirm) that there might be unfavourable US taxation regime changes on the way for companies such as Telix and CSL, and that is also putting pressure on the share price for both companies. Looking at the financials for Telix, I was a bit surprised to find that their operating margins are just in the low teens. For comparison, Neuren is about 80%, while CSL is close to 33%. Return on capital and ROE are also much lower for TLX. Probably not a fair comparison, due to a different business model, which would be great if you could help me understand. Thanks, Angela
Question asked
Fixed Income ProductsHello James and Team, I was interested to see that you are buying DN1 for the MM income portfolio. I see that it is "powered by Realm". Your comments on REALM as an asset manager would be appreciated. Also could you comment on Gryphon Capital and Real Asset Management (RAM) who offer similar products. I recall that in a Webinar a couple of months ago James spoke favourably about Gryphon. Finally, I see that LaTrobe are releasing a product shortly (LF1). Your comments on LaTrobe would also be appreciated. I understand that your commentary is not financial advice. Kind regards, Lee

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