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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.53%

4DX.AX

3.84%

ABG.AX

-0.97%

ASK.AX

-0.35%

AX1.AX

AIS.AX

-1%

A1G.AX

-3.61%

AGL.AX

-1.73%

A1M.AX

-0.72%

AIZ.AX

-4.4%

AAI.AX

-1.94%

ALK.AX

-3.03%

A4N.AX

-1.69%

ALQ.AX

-1.92%

AMC.AX

-3.72%

AOV.AX

0.42%

AMP.AX

AEL.AX

1.95%

ALD.AX

-3.43%

ANN.AX

-0.42%

ANZ.AX

-0.34%

APA.AX

ARU.AX

3.92%

ARB.AX

1.06%

ARF.AX

-1.78%

ARG.AX

-0.56%

ALL.AX

1.66%

AYA.AX

9.68%

APZ.AX

-0.84%

ASX.AX

0.17%

ALX.AX

AUB.AX

1.77%

AIA.AX

-1.75%

AMI.AX

-3.23%

AZJ.AX

-0.74%

AUC.AX

-3.29%

ABB.AX

0.61%

ASB.AX

2.73%

AAC.AX

-0.38%

AEF.AX

-0.83%

AFG.AX

AFI.AX

0.29%

AUI.AX

-1.37%

ASG.AX

-2.14%

BOQ.AX

-0.57%

BMN.AX

-4.54%

BCI.AX

-1.27%

BPT.AX

0.88%

BGA.AX

-2.26%

BGL.AX

-5.28%

BEN.AX

0.29%

BNZ.AX

-6.41%

BHP.AX

-4.24%

BKI.AX

-0.29%

BC8.AX

-6.98%

XYZ.AX

4.36%

BSL.AX

-1.88%

BOE.AX

-6.9%

BXB.AX

-0.65%

BVS.AX

1.87%

BRE.AX

2.1%

BRG.AX

1.13%

BFL.AX

-0.36%

BWP.AX

-0.78%

CMM.AX

-5.97%

CSC.AX

-5.58%

CAR.AX

3.38%

CYL.AX

-11.34%

CAT.AX

9.62%

CWP.AX

-1.72%

CNI.AX

2.26%

CIP.AX

-0.95%

COF.AX

-0.49%

CHN.AX

-0.52%

CGF.AX

-1.11%

CIA.AX

-3.62%

CHC.AX

-0.8%

CLW.AX

-0.27%

CQR.AX

-0.5%

CQE.AX

-2.46%

CNU.AX

-0.76%

C79.AX

2.33%

CVL.AX

-1.76%

CU6.AX

3.17%

CWY.AX

CUV.AX

0.2%

CBO.AX

-0.66%

COH.AX

-2.67%

CDA.AX

-1.72%

COL.AX

-0.56%

CKF.AX

1.74%

CBA.AX

-0.11%

CPU.AX

0.39%

CEN.AX

4.58%

CXO.AX

CRN.AX

1.43%

CCP.AX

0.68%

CMW.AX

CSL.AX

-0.15%

CCL.AX

3.72%

DBI.AX

-2.02%

DTL.AX

2.16%

DTR.AX

9.72%

DYL.AX

-11.79%

DRR.AX

-2.42%

DVP.AX

-6.15%

DXS.AX

-1.23%

DXI.AX

-0.79%

DDR.AX

DGT.AX

-1.93%

DUI.AX

DJW.AX

DMP.AX

7.2%

DOW.AX

-2.6%

DPM.AX

-4.46%

DRO.AX

10%

DUR.AX

1.31%

DNL.AX

-0.59%

APE.AX

0.74%

EBO.AX

-0.88%

ELD.AX

-0.14%

EOS.AX

4.54%

ELV.AX

2.3%

ELS.AX

7.45%

EHL.AX

-1.52%

EMR.AX

-5.3%

EDV.AX

-0.51%

ERA.AX

16.67%

EQR.AX

6.15%

EQT.AX

-0.83%

EVN.AX

-5.98%

EVT.AX

0.87%

FCL.AX

-2.07%

FFM.AX

-7.8%

FPH.AX

-2.25%

FPR.AX

-3.14%

FBU.AX

-0.68%

FLT.AX

0.16%

FML.AX

-3.54%

FRS.AX

-5.11%

FMG.AX

-0.72%

FRW.AX

0.16%

FGX.AX

-1.45%

FGG.AX

-0.62%

GLF.AX

-0.97%

GDG.AX

2.8%

GNE.AX

1.62%

GMD.AX

-7.17%

GTK.AX

0.74%

GNP.AX

-2.4%

GMG.AX

-0.04%

GPT.AX

-2.45%

GQG.AX

GNG.AX

-3.5%

GNC.AX

0.16%

GGP.AX

-5.34%

GOZ.AX

-0.92%

GCI.AX

0.49%

GYG.AX

3.29%

GWA.AX

1.28%

HSN.AX

1.78%

HVN.AX

-1.09%

HGH.AX

-0.47%

HM1.AX

0.73%

HLI.AX

-0.67%

HMC.AX

2.85%

HDN.AX

-1.2%

HUB.AX

-0.93%

IEL.AX

8.41%

IGO.AX

-1.77%

ILU.AX

-1.09%

IMD.AX

-2.52%

IMM.AX

3.95%

IMR.AX

0.25%

IFT.AX

-0.76%

INA.AX

-0.93%

ING.AX

1.75%

IFL.AX

-0.21%

IAG.AX

0.15%

IDX.AX

-0.84%

IPG.AX

-1.98%

IPX.AX

-5.21%

IPH.AX

0.88%

IRE.AX

1.62%

JHX.AX

0.57%

JBH.AX

0.96%

JDO.AX

0.95%

JIN.AX

5.61%

JMS.AX

-3.39%

KAR.AX

0.28%

KLS.AX

-1.35%

KCN.AX

-4.29%

KKC.AX

0.48%

GLS.AX

0.5%

L1G.AX

5.83%

LSF.AX

-3.18%

LRV.AX

-2.15%

LFS.AX

LLC.AX

-1.03%

LFG.AX

0.54%

360.AX

1.53%

LIC.AX

1.06%

LNW.AX

-2.07%

LIN.AX

0.66%

LTR.AX

0.65%

LOT.AX

-5.26%

LOV.AX

2.28%

LYL.AX

-1.23%

LYC.AX

-3.53%

MA1.AX

0.25%

MAF.AX

-1.09%

MGH.AX

1.02%

MAH.AX

-7.91%

MQG.AX

0.72%

MAQ.AX

2.02%

MAD.AX

-3.43%

MFG.AX

9.27%

MAU.AX

-1.24%

MMS.AX

2.08%

MPL.AX

-0.69%

MEK.AX

MP1.AX

5.17%

MCY.AX

3.67%

MEZ.AX

MSB.AX

5.5%

MTM.AX

MLX.AX

-7.55%

MTS.AX

-3.12%

MEI.AX

-4.76%

MOT.AX

-1.11%

MXT.AX

-1.28%

MFF.AX

-0.21%

MGX.AX

MIN.AX

-1.53%

MI6.AX

-4.44%

MIR.AX

MGR.AX

-2.56%

MND.AX

-0.6%

MYR.AX

-1.49%

MYS.AX

-0.68%

NAN.AX

0.29%

NAB.AX

-1.08%

NSR.AX

NGI.AX

-0.42%

NWL.AX

0.64%

NEU.AX

0.24%

NHC.AX

NMG.AX

-3.13%

NEM.AX

-2.68%

NWS.AX

2.51%

NXG.AX

-0.9%

NXT.AX

1.86%

NHF.AX

-0.49%

NCK.AX

0.17%

NIC.AX

-3.72%

NEC.AX

-0.99%

NST.AX

-8.11%

NWH.AX

-4.92%

NUF.AX

1.44%

NXL.AX

0.55%

OCL.AX

-1.48%

OML.AX

-1.03%

OPH.AX

3.26%

OBM.AX

-7.04%

ORI.AX

-2.66%

ORG.AX

0.76%

ORA.AX

-1.46%

PDN.AX

-5.44%

PNR.AX

-5.34%

PPC.AX

-0.97%

PPM.AX

0.9%

PRN.AX

-5.36%

PPT.AX

-0.67%

PCI.AX

-0.46%

PRU.AX

-3.46%

PXA.AX

2.38%

PNI.AX

3.54%

PL8.AX

0.35%

PLS.AX

-1.04%

PGF.AX

-0.33%

PNV.AX

1.62%

PDI.AX

-6.63%

PMV.AX

1.63%

PME.AX

9.23%

PFP.AX

-0.71%

PWH.AX

-1.11%

PYC.AX

1.01%

QAN.AX

-1.76%

QBE.AX

0.63%

QAL.AX

-3.08%

QRI.AX

-0.32%

QUB.AX

RMS.AX

-4.94%

RHC.AX

1.18%

REA.AX

4.89%

RDX.AX

-3.44%

REH.AX

0.32%

RF1.AX

-1.69%

RPL.AX

2.03%

RG1.AX

-4.78%

RGN.AX

REG.AX

0.74%

RRL.AX

-6.4%

RWC.AX

-0.32%

RMD.AX

-1.34%

RSG.AX

-5.56%

SGLLV.AX

-5.95%

RIC.AX

-1.69%

RIO.AX

-3.59%

RXR.AX

-5.39%

RXL.AX

-3.7%

RFF.AX

-0.94%

RYM.AX

-0.26%

SFR.AX

-9.58%

SMI.AX

-2.3%

STO.AX

1.91%

SCG.AX

-1.09%

SEK.AX

3.36%

SHV.AX

6.17%

SRV.AX

-0.43%

SSM.AX

-1.28%

SGH.AX

-0.16%

SHA.AX

2.43%

SIG.AX

1.79%

SLX.AX

-4.94%

SGM.AX

-4.24%

SDR.AX

13.06%

SKS.AX

5.78%

SKC.AX

-4.17%

SIQ.AX

-1.09%

SHL.AX

-1.72%

S32.AX

-2.39%

SX2.AX

-3.48%

SXE.AX

-0.69%

SVM.AX

-1.11%

SPK.AX

0.26%

SRG.AX

1.5%

SBM.AX

-5.99%

SMR.AX

-4.11%

SDF.AX

1.16%

SGP.AX

-0.83%

STK.AX

-6.52%

SNZ.AX

-1.02%

SUN.AX

0.91%

SRL.AX

2.05%

SUL.AX

-0.13%

SLC.AX

1.03%

SNL.AX

3.57%

SYL.AX

5.13%

TAH.AX

TEA.AX

-1.4%

TNE.AX

3.92%

TLX.AX

6.54%

TLS.AX

1.16%

TPW.AX

4.82%

A2M.AX

0.5%

TLC.AX

1.31%

SGR.AX

4.17%

TVN.AX

-5.06%

TWR.AX

0.66%

TPG.AX

2.28%

TCL.AX

0.42%

TWE.AX

-1.15%

TUA.AX

-0.8%

TCG.AX

-4.61%

USL.AX

-5.38%

UNI.AX

2.99%

VAU.AX

-4.56%

VNT.AX

-1.56%

VCX.AX

-0.86%

VGN.AX

-1.69%

VEA.AX

1.45%

VUL.AX

1.4%

VSL.AX

-6.34%

WA1.AX

-3.09%

WGN.AX

-3.18%

WAM.AX

-0.29%

WGB.AX

-3.42%

WLE.AX

-0.71%

SOL.AX

0.9%

WPR.AX

-0.4%

WEB.AX

-0.34%

WBT.AX

1.68%

WES.AX

0.33%

WAF.AX

-5.12%

WGX.AX

-8.17%

WBC.AX

-0.89%

WHF.AX

1.36%

WHC.AX

-2.53%

WIA.AX

-1.71%

WC8.AX

WTC.AX

10.83%

WDS.AX

0.99%

WOW.AX

0.19%

WOR.AX

-0.63%

XRO.AX

4.46%

YAL.AX

-0.16%

ZIM.AX

-5.8%

ZIP.AX

3.65%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.56	-1.64	-1.09
SSO ASX Small Caps	16.36	-0.29	-1.74
IVV S&P 500	64.83	0.01	0.02
NDQ Nasdaq	52.60	0.21	0.4
F100 FTSE 100	14.90	-0.11	-0.73
ASIA Asia Tech	15.24	0.02	0.13
IEU Europe	98.38	-0.45	-0.46
IEM Emerging Markets	84.15	-0.12	-0.14
Gold Gold	66.76	-0.44	-0.65
ACDC Battery Tech	141.01	-2.29	-1.6

COMMODITIES	Close($)	-/+	%
Gold	5,169.87	93.28	1.84
Silver	84.33	2.1649	2.63
Platinum	2,135.05	13.3	0.63
Palladium	1,621.75	-8	-0.49
Ice Brent Crude	93.32	7.91	9.26
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7030	0.0024	0.34
Euro	1.1618	0.0014	0.12
British Pound	1.3411	0.0056	0.42
Canadian Dollar	1.3567	-0.0105	-0.77
New Zealand Dollar	0.5900	0	0
Chinese Yuan	6.8965	0.0053	0.08
Japanese Yen	157.7400	0.17	0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.69	-0.72%	76.92%	0.28 0.75
BGL	Bellevue Gold Ltd	1.62	-5.28%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	52.81	-4.24%	34.62%	33.25 59.39
FMG	Fortescue Ltd	19.25	-0.72%	21.72%	13.18 23.38
NHC	New Hope Corporation Ltd	5.04	1%	26.33%	3.33 5.13
WHC	Whitehaven Coal Ltd	8.48	-2.53%	46.97%	4.26 9.59
NEM	Newmont Cdi	165.14	-2.68%	0.00%	66.39 190.91
NXG	Nexgen Ene Cdi	17.70	-0.9%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	17.09	-9.58%	51.78%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
SDR	Siteminder	3.55	13.06
WTC	Wisetech Global	52.72	10.83
DRO	Droneshield	4.07	10
DTR	Dateline Resourc	0.40	9.72
AYA	Artrya	3.40	9.68
CAT	Catapult Sports	3.99	9.62
MFG	Magellan Financi	11.55	9.27
PME	Pro Medicus	132.70	9.23
IEL	Idp Education	4.64	8.41

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DYL	Deep Yellow	2.17	-11.79
CYL	Catalyst Metals	7.04	-11.34
SFR	Sandfire Resourc	17.09	-9.58
WGX	Westgold Resourc	6.63	-8.17
NST	Northern Star Re	26.98	-8.11
MAH	Macmahon Holding	0.64	-7.91
FFM	Firefly Metals	1.89	-7.8
MLX	Metals X	1.29	-7.55
GMD	Genesis Minerals	6.73	-7.17
OBM	Ora Banda Mining	1.32	-7.04

OPINION

Latest Market Matters Opinions

07/03/2026 09:29

First Up

The ASX200 has endured a tough start to March, historically the second-weakest month for the Australian market over the past decade. By Friday's close, even after posting a fresh all-time high on Tuesday, the market had retreated 3.7%, with the previously high-flying materials stocks weighing heavily on the market. The onset of war in the Middle East caused significant volatility across financial markets, with oil soaring, bonds falling amid inflation fears, and rate-sensitive stocks being dragged lower. Stocks exposed to economic growth were also battered, with copper names leading the declines. Conversely, the energy sector was understandably strong, and some tech names benefited from bargain hunting, as we saw some noticeable reversion from value to growth across the ASX.

06/03/2026 16:30

Broker Moves

• Karoon Energy Raised to Buy at Jarden Securities; PT A$2.50 • Santos Raised to Overweight at Jarden Securities; PT A$8 • Charter Hall Group Raised to Overweight at Barrenjoey • Stockland Raised to Overweight at Barrenjoey; PT A$5.90 • Scentre Group Cut to Neutral at Barrenjoey; PT A$3.95 • Alcidion Group Rated New Buy at Moelis & Company

ACTION

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Market Matters Content

ETF Friday: Reviewing Four Asian ETFs as volatility skyrockets across the region

Morning report 06/03/2026

Afternoon Report

The Match Out: A fitting end to a tough week for markets

Afternoon report 06/03/2026

Ask James ASK A QUESTION

Ask James

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

Ask James

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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