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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.27%

4DX.AX

2.61%

ABG.AX

-1.05%

ASK.AX

-0.74%

A1G.AX

-4.33%

AGL.AX

1.04%

AIZ.AX

-3.75%

AAI.AX

-3.14%

ALK.AX

4.07%

A4N.AX

0.82%

ALQ.AX

-1.92%

AMC.AX

-0.12%

AOV.AX

1.47%

AMP.AX

AEL.AX

-0.28%

ALD.AX

3.46%

ANN.AX

-1.07%

ANZ.AX

1.07%

APA.AX

1.54%

ARU.AX

6.78%

ARB.AX

-3.65%

ARF.AX

1.5%

ARG.AX

-0.67%

ALL.AX

-1.94%

AYA.AX

-5.64%

APZ.AX

2.05%

ASX.AX

6.63%

ALX.AX

0.47%

AUB.AX

-0.53%

AIA.AX

0.44%

AZJ.AX

0.24%

AUC.AX

ABB.AX

-0.79%

ASB.AX

-2.72%

AAC.AX

-1.49%

AEF.AX

3.19%

AFG.AX

0.54%

AFI.AX

-1.75%

AUI.AX

-0.45%

ASG.AX

-5.1%

BOQ.AX

2.49%

BMN.AX

-3.24%

BCI.AX

-1.27%

BPT.AX

2.07%

BGA.AX

0.65%

BGL.AX

0.54%

BEN.AX

8.41%

BNZ.AX

-2.26%

BHP.AX

0.06%

BKI.AX

-0.29%

BC8.AX

-2.87%

XYZ.AX

-2.72%

BSL.AX

1.56%

BOE.AX

-1.8%

BXB.AX

0.94%

BVS.AX

-4.33%

BRE.AX

-7.16%

BRG.AX

-2.32%

BGP.AX

0.25%

BFL.AX

0.88%

BWP.AX

-0.27%

CMM.AX

-0.33%

CSC.AX

-2.81%

CAR.AX

-5.07%

CIN.AX

CYL.AX

CAT.AX

-8.33%

CWP.AX

-3.2%

CNI.AX

-0.32%

CIP.AX

0.69%

COF.AX

CHN.AX

-1.52%

CGF.AX

-0.97%

CIA.AX

-1.98%

CHI.AX

0.8%

CHC.AX

2.52%

CLW.AX

1.19%

CQR.AX

0.81%

CQE.AX

1.17%

CNU.AX

0.38%

C79.AX

-2.9%

CVL.AX

-1.01%

CU6.AX

-3.38%

CWY.AX

-0.84%

CBO.AX

-1.12%

COH.AX

-2%

CDA.AX

-1.84%

COL.AX

1.18%

CKF.AX

-2.12%

CBA.AX

1.29%

CPU.AX

-0.68%

CEN.AX

-1.41%

CXO.AX

-3.39%

CRN.AX

CCP.AX

-2.25%

CMW.AX

CSL.AX

-1.37%

CCL.AX

DBI.AX

1.76%

DTL.AX

-4.65%

DTR.AX

-5.43%

DYL.AX

-2.65%

DRR.AX

2.16%

DVP.AX

4.36%

DXS.AX

-0.17%

DXI.AX

0.43%

DDR.AX

-2.25%

DGT.AX

0.83%

DUI.AX

-0.19%

DJW.AX

-1.37%

DMP.AX

-0.56%

DOW.AX

0.99%

DPM.AX

-3.61%

DRO.AX

1.45%

DUR.AX

-0.36%

DNL.AX

-0.6%

APE.AX

-2%

EBO.AX

0.48%

EIQ.AX

ELD.AX

1.59%

EOS.AX

-4.85%

ELV.AX

-2.8%

ELS.AX

1.87%

EHL.AX

-0.77%

EMR.AX

-0.64%

EDV.AX

-0.3%

ERA.AX

16.67%

EQR.AX

1.45%

EQT.AX

-2.74%

EVN.AX

-1.21%

EVT.AX

-0.44%

FCL.AX

-5.69%

FFM.AX

-0.49%

FPH.AX

0.56%

FPR.AX

FBU.AX

0.39%

FLT.AX

-4.03%

FML.AX

-4.3%

FRS.AX

-4%

FMG.AX

-2.42%

FRW.AX

4.36%

FGX.AX

-1.46%

FGG.AX

-0.32%

GLN.AX

GLF.AX

-1.37%

GDG.AX

-6.65%

GNE.AX

-1.64%

GMD.AX

-1.36%

GTK.AX

-4.5%

GNP.AX

-0.88%

GMG.AX

-1%

GPT.AX

0.22%

GQG.AX

-1.4%

GNG.AX

1.21%

GNC.AX

0.6%

GGP.AX

-4.53%

GOZ.AX

0.95%

GCI.AX

0.5%

GYG.AX

0.4%

GWA.AX

0.93%

HSN.AX

-5.26%

HVN.AX

-2.04%

HGH.AX

-1.54%

HM1.AX

HLI.AX

1.51%

HMC.AX

-4.07%

HDN.AX

0.41%

HUB.AX

-3.74%

IEL.AX

-5.02%

IGO.AX

-1.69%

ILU.AX

3.05%

IMD.AX

-0.75%

IMR.AX

-6.44%

IFT.AX

1.43%

INA.AX

ING.AX

0.99%

IFL.AX

-0.21%

IAG.AX

-0.42%

IDX.AX

-1.3%

IPG.AX

-2.99%

IPX.AX

IPH.AX

-1.73%

IRE.AX

-2.39%

JHX.AX

-0.79%

JBH.AX

-0.67%

JDO.AX

0.68%

JIN.AX

-0.24%

JMS.AX

KAR.AX

4.22%

KLS.AX

2.76%

KCN.AX

-3.27%

KKC.AX

-0.99%

GLS.AX

-3.74%

L1G.AX

-2.98%

LSF.AX

-1.68%

LRV.AX

-3.97%

LFS.AX

LLC.AX

-3.33%

LFG.AX

-2.82%

360.AX

-7.02%

LIC.AX

-3.53%

LNW.AX

-0.28%

LIN.AX

4.6%

LTR.AX

2.14%

LOV.AX

-4.03%

LYL.AX

-1.84%

LYC.AX

2.01%

MA1.AX

0.26%

MAF.AX

-3.59%

MGH.AX

-3%

MAH.AX

2.41%

MQG.AX

-0.09%

MAQ.AX

-2.34%

MAD.AX

-2.99%

MFG.AX

-6.13%

MAU.AX

-0.51%

MMS.AX

-1.2%

MPL.AX

0.68%

MP1.AX

-7.81%

MCY.AX

0.19%

MEZ.AX

2.65%

MSB.AX

0.5%

MLX.AX

-1.03%

MTS.AX

MOT.AX

-0.29%

MXT.AX

MFF.AX

-0.84%

MIN.AX

0.03%

MI6.AX

2.05%

MIR.AX

-3.7%

MGR.AX

-2.83%

MND.AX

0.27%

MYS.AX

1.31%

NAN.AX

-4.91%

NAB.AX

2.18%

NSR.AX

NGI.AX

-0.93%

NWL.AX

-5.63%

NEU.AX

-3.23%

NHC.AX

0.38%

NMG.AX

-5.77%

NEM.AX

-1.59%

NWS.AX

-0.56%

NXG.AX

-2.92%

NXT.AX

-2.27%

NHF.AX

0.46%

NCK.AX

-3.14%

NIC.AX

0.52%

NEC.AX

0.99%

NST.AX

2.26%

NWH.AX

-0.66%

NUF.AX

0.43%

OCL.AX

-5.76%

OML.AX

-2.58%

OPH.AX

-4.59%

OBM.AX

2.26%

ORI.AX

-0.09%

ORG.AX

2.4%

ORA.AX

-17.97%

PDN.AX

-0.88%

PNR.AX

-1.02%

PPC.AX

-0.26%

PPM.AX

0.81%

PRN.AX

-4.21%

PPT.AX

-1.03%

PCI.AX

-1.39%

PRU.AX

-1.24%

PXA.AX

-3.07%

PNI.AX

-5.92%

PL8.AX

-1.11%

PLS.AX

0.38%

PGF.AX

-0.68%

PNV.AX

-3.59%

PDI.AX

-0.52%

PMV.AX

-0.08%

PME.AX

-3.56%

PFP.AX

PWH.AX

0.89%

PYC.AX

-3.88%

QAN.AX

-2.15%

QBE.AX

1.62%

QAL.AX

-2.34%

QRI.AX

-0.65%

QUB.AX

-0.2%

RAC.AX

1.46%

RMS.AX

-0.73%

RHC.AX

-0.07%

REA.AX

-3.51%

RDX.AX

1.22%

REH.AX

-0.14%

RF1.AX

0.88%

RPL.AX

-3.76%

RG1.AX

-1.3%

RGN.AX

0.89%

REG.AX

0.16%

RRL.AX

1.9%

RWC.AX

0.65%

RMD.AX

-1%

RSG.AX

SGLLV.AX

2.81%

RIC.AX

RIO.AX

-1.08%

RXR.AX

-1.59%

RXL.AX

-3.16%

RFF.AX

0.25%

RYM.AX

-2.78%

SFR.AX

-4.02%

SMI.AX

-4.79%

STO.AX

2.45%

SCG.AX

0.87%

SEK.AX

-2.75%

SHV.AX

-6.75%

SRV.AX

1.03%

SSM.AX

0.51%

SGH.AX

-1.7%

SHA.AX

1.61%

SIG.AX

SLX.AX

-4.09%

SGM.AX

2.92%

SDR.AX

-6.67%

SKS.AX

0.44%

SKC.AX

-0.86%

SIQ.AX

0.81%

SHL.AX

-1.34%

S32.AX

0.22%

SX2.AX

0.31%

SXE.AX

-0.32%

SPK.AX

SRG.AX

-0.36%

SBM.AX

2.16%

SGQ.AX

3.85%

SMR.AX

-1.85%

SDF.AX

SGP.AX

0.74%

STK.AX

6.98%

SNZ.AX

0.79%

SUN.AX

0.88%

SRL.AX

9.82%

SUL.AX

-0.53%

SLC.AX

1.56%

SNL.AX

-0.87%

SYL.AX

1.33%

TAH.AX

-1.02%

TEA.AX

-0.21%

TNE.AX

-5.23%

TLX.AX

-2.22%

TLS.AX

1.31%

TPW.AX

-1.57%

A2M.AX

-1.07%

TLC.AX

0.18%

SGR.AX

-4%

TVN.AX

-2.27%

TWR.AX

-3.06%

TPG.AX

1.49%

TCL.AX

0.22%

TWE.AX

-1%

TUA.AX

-1.97%

TCG.AX

-3.1%

TRA.AX

UNI.AX

1.5%

VAU.AX

1.32%

VNT.AX

-1.32%

VCX.AX

0.81%

VGN.AX

-2.72%

VEA.AX

3.31%

VUL.AX

0.53%

VSL.AX

-6.58%

WA1.AX

-0.51%

WGN.AX

-1.23%

WAM.AX

0.29%

WGB.AX

0.44%

WLE.AX

SOL.AX

1.33%

WPR.AX

WEB.AX

-5.54%

WBT.AX

-3.12%

WES.AX

-0.33%

WAF.AX

-2.07%

WGX.AX

-0.88%

WBC.AX

1.67%

WHF.AX

1.01%

WHC.AX

-2.1%

WIA.AX

-3.13%

WC8.AX

WTC.AX

-10.91%

WDS.AX

3.96%

WOW.AX

1.09%

WOR.AX

2.21%

XRO.AX

-8.56%

YAL.AX

-0.67%

ZIM.AX

-3.68%

ZIP.AX

-10.28%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.80	0.24	0.16
SSO ASX Small Caps	15.90	-0.19	-1.18
IVV S&P 500	64.07	0.04	0.06
NDQ Nasdaq	52.10	-0.1	-0.19
F100 FTSE 100	15.29	0.04	0.26
ASIA Asia Tech	15.57	-0.34	-2.14
IEU Europe	99.91	-0.43	-0.43
IEM Emerging Markets	85.71	-0.64	-0.74
Gold Gold	61.50	-1.05	-1.68
ACDC Battery Tech	153.77	-1.58	-1.02

COMMODITIES	Close($)	-/+	%
Gold	4,771.69	55.5694	1.18
Silver	75.74	1.6158	2.18
Platinum	2,103.60	73.9907	3.65
Palladium	1,554.63	-0.2193	-0.01
Ice Brent Crude	96.70	-12.57	-11.5
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7077	0.0034	0.48
Euro	1.1699	0.0037	0.32
British Pound	1.3433	0.0041	0.31
Canadian Dollar	1.3819	-0.0027	-0.2
New Zealand Dollar	0.5854	0.0032	0.55
Chinese Yuan	6.8314	0.0027	0.04
Japanese Yen	158.9600	0.39	0.25

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.59	0%	95.00%	0.29 0.75
BGL	Bellevue Gold Ltd	1.87	0.54%	62.45%	0.78 2.00
BHP	Bhp Group Ltd	54.56	0.06%	54.13%	34.73 59.39
FMG	Fortescue Ltd	20.53	-2.42%	41.97%	14.31 23.38
NHC	New Hope Corporation Ltd	5.32	0.38%	48.46%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.39	-2.1%	81.18%	4.61 9.90
NEM	Newmont Cdi	168.72	-1.59%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.62	-2.92%	0.00%	6.92 20.47
SFR	Sandfire Resources Ltd	17.41	-4.02%	106.84%	8.81 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
SRL	Sunrise Energy	9.84	9.82
BEN	Bendigo And Adel	11.34	8.41
STK	Strickland Metal	0.23	6.98
ARU	Arafura Rare Ear	0.32	6.78
ASX	Asx	57.45	6.63
LIN	Lindian Resource	0.91	4.6
DVP	Develop Global	5.51	4.36
FRW	Freightways Grou	10.77	4.36
KAR	Karoon Energy Lt	1.98	4.22

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ORA	Orora	1.62	-17.97
WTC	Wisetech Global	38.62	-10.91
ZIP	Zip Co	1.79	-10.28
XRO	Xero	73.41	-8.56
CAT	Catapult Sports	3.19	-8.33
MP1	Megaport	6.85	-7.81
BRE	Brazilian Rare	4.41	-7.16
360	Life360 Inc.	20.14	-7.02
SHV	Select Harvests	3.73	-6.75
SDR	Siteminder	2.94	-6.67

OPINION

Latest Market Matters Opinions

09/04/2026 17:09

Broker Moves

• Vault Minerals Raised to Buy at Goldman; PT A$6.30 • Dalrymple Bay Rated New Buy at UBS; PT A$5.75 • Greatland Resources Cut to Neutral at Macquarie; PT A$15 • Emerald Resources Raised to Buy at Canaccord; PT A$8.20 • Magellan Financial Cut to Underweight at JPMorgan; PT A$8.50 • Regis Resources Raised to Buy at Canaccord; PT A$8.85 • Evolution Raised to Buy at Canaccord; PT A$15.55 • Stockland Cut to Neutral at Citi; PT A$4.30 • Mirvac Group Cut to Neutral at Citi; PT A$1.84 • Lifestyle Communities Cut to Neutral at Citi; PT A$5.10 • Deterra Rated New Buy at Morgans Financial Limited; PT A$4.85

09/04/2026 17:08

Sandfire Resources (SFR) $17.41

SFR –4.02%: Delivered a mixed quarterly production result, though maintained full-year guidance, albeit at the lower end, as management remains confident in a stronger finish to the year.

ACTION

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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.

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

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ASX:NIC 26/03/2026

Morning Report

What Matters Today: 4 “High Beta” Stocks MM likes to Ride the Markets Recovery

Morning report 09/04/2026

Afternoon Report

The Match Out: ASX holds firm as tech retreats and energy bounces

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Ask James ASK A QUESTION

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Question asked 28/03/2026

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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

SFR

REH

MIN

NHF

JDO

NEM

CIA

VALE US

FMG

BHP

WOW

RHC

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

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 26/03/2026

Opinion + Action