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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

KKC.AX

0.88%

ABG.AX

1.66%

ASK.AX

0.33%

AX1.AX

ADT.AX

1.61%

AGL.AX

0.2%

AIZ.AX

0.91%

AAI.AX

-0.93%

A4N.AX

-1.61%

ALQ.AX

-0.28%

AMC.AX

-0.64%

AOV.AX

1.03%

AMP.AX

0.38%

ALD.AX

1.03%

ANN.AX

0.41%

ANZ.AX

0.76%

APA.AX

-1.45%

ARB.AX

1.26%

ARF.AX

-0.26%

ARG.AX

-0.45%

ALL.AX

0.26%

APZ.AX

-0.29%

ASX.AX

-0.81%

ALX.AX

-0.19%

AUB.AX

0.17%

AIA.AX

-0.14%

AD8.AX

3.33%

AZJ.AX

-0.34%

ABB.AX

2.55%

ASB.AX

3.23%

AAC.AX

-3.1%

ACL.AX

-0.67%

AEF.AX

-2.99%

AFG.AX

-0.49%

AFI.AX

0.14%

AUI.AX

BOQ.AX

0.13%

BMN.AX

11.86%

BAP.AX

BCI.AX

BPT.AX

0.38%

BLX.AX

0.9%

BGA.AX

BGL.AX

BEN.AX

0.76%

BHP.AX

-0.72%

BKI.AX

-0.59%

BC8.AX

-2.34%

XYZ.AX

5.48%

BSL.AX

-1.61%

BOE.AX

12.11%

BOT.AX

-5.33%

BXB.AX

-0.41%

BVS.AX

1.87%

BRG.AX

1.49%

BKW.AX

-0.04%

BFL.AX

0.54%

BWP.AX

-0.28%

CMM.AX

-0.54%

CSC.AX

-0.26%

CAR.AX

1.26%

CIN.AX

CYL.AX

-4.37%

CAT.AX

0.19%

CWP.AX

-0.3%

CNI.AX

-0.29%

CIP.AX

0.65%

COF.AX

-0.81%

CGF.AX

0.4%

CIA.AX

-0.9%

CHC.AX

-0.11%

CLW.AX

0.24%

CNU.AX

-0.4%

CQR.AX

C79.AX

-2.81%

CQE.AX

CVL.AX

3.43%

CU6.AX

-3.93%

CWY.AX

-0.37%

CUV.AX

0.85%

CBO.AX

4.84%

COH.AX

-0.55%

CDA.AX

1.39%

COL.AX

-0.37%

CKF.AX

-2.48%

CBA.AX

0.65%

CPU.AX

-1.01%

CTD.AX

0.23%

CCP.AX

1.13%

CMW.AX

1.43%

CSL.AX

-0.09%

CCL.AX

-0.71%

DBI.AX

-0.24%

DTL.AX

-0.13%

DYL.AX

8.26%

DRR.AX

0.81%

DVP.AX

-2.9%

DXS.AX

0.43%

DXI.AX

1.44%

DDR.AX

0.12%

DGT.AX

0.62%

DUI.AX

0.19%

DJW.AX

0.33%

DHG.AX

DMP.AX

0.17%

DOW.AX

0.16%

DRO.AX

-1.63%

DNL.AX

0.77%

APE.AX

0.79%

EBO.AX

-0.78%

ELD.AX

0.15%

EMR.AX

-1.3%

EDV.AX

0.25%

EQT.AX

0.16%

EVN.AX

-1.02%

EVT.AX

0.2%

FCL.AX

5.51%

FFM.AX

-1%

FPH.AX

-1.82%

FPR.AX

-1.62%

FBU.AX

-0.98%

FLT.AX

-0.38%

FMG.AX

-2.39%

FGG.AX

0.35%

GEM.AX

-0.78%

GDG.AX

1.2%

GNE.AX

1.43%

GMD.AX

-1.14%

GTK.AX

1.02%

GNP.AX

0.61%

GOR.AX

0.3%

GMG.AX

2.22%

GPT.AX

GQG.AX

2.35%

GNC.AX

-0.13%

GOZ.AX

0.41%

GCI.AX

GYG.AX

0.64%

GWA.AX

1.71%

HSN.AX

1.39%

HVN.AX

0.19%

HLS.AX

-2.01%

HGH.AX

-1.33%

HM1.AX

0.66%

HLI.AX

-0.79%

HMC.AX

0.19%

HDN.AX

-0.78%

HUB.AX

2.14%

IEL.AX

-2.91%

IGO.AX

1.69%

ILU.AX

-0.77%

IMD.AX

0.36%

IFT.AX

-3.3%

INA.AX

-0.35%

ING.AX

-0.26%

IFL.AX

-0.29%

IAG.AX

-1.14%

IDX.AX

-0.41%

IPX.AX

-1.39%

IPH.AX

0.81%

IRE.AX

0.47%

JHX.AX

1.22%

JBH.AX

1.62%

JLG.AX

1.98%

JDO.AX

1.45%

JIN.AX

1.34%

KAR.AX

3.5%

KLS.AX

KCN.AX

-0.99%

LSF.AX

-0.36%

LFS.AX

-0.44%

LLC.AX

-1.03%

LFG.AX

360.AX

1.09%

LIC.AX

1.8%

LNW.AX

-0.95%

LTR.AX

-2.31%

LOV.AX

0.32%

LYC.AX

MAF.AX

6.02%

MGH.AX

MAC.AX

1.05%

MAH.AX

1.79%

MQG.AX

0.36%

MAQ.AX

0.36%

MAD.AX

-2.29%

MFG.AX

0.48%

MMS.AX

-0.19%

MPL.AX

-0.21%

MP1.AX

4.28%

MCY.AX

-1.75%

MEZ.AX

0.95%

MSB.AX

0.89%

MTS.AX

-0.88%

MOT.AX

0.5%

MXT.AX

-0.49%

MFF.AX

MIN.AX

0.72%

MIR.AX

MGR.AX

-0.87%

MND.AX

-0.75%

MYR.AX

5.41%

MYS.AX

0.98%

NAN.AX

1.79%

NAB.AX

0.88%

NSR.AX

-0.43%

NGI.AX

-2.32%

NWL.AX

1.34%

NEU.AX

0.23%

NHC.AX

0.54%

NEM.AX

-0.27%

NWS.AX

-1.03%

NXG.AX

8.7%

NXT.AX

1.08%

NHF.AX

-0.15%

NCK.AX

1.28%

NIC.AX

2.27%

NEC.AX

1.29%

NST.AX

0.49%

NWH.AX

0.36%

NUF.AX

-6.08%

NXL.AX

0.41%

OCL.AX

4.8%

OML.AX

1.21%

OPH.AX

OBM.AX

-0.95%

ORI.AX

1.48%

ORG.AX

-1.07%

ORA.AX

0.26%

PDN.AX

6.65%

PNR.AX

PGC.AX

-4.88%

PPC.AX

2.5%

PPM.AX

0.61%

PRN.AX

6.02%

PCI.AX

2.14%

PPT.AX

-0.17%

PRU.AX

PXA.AX

1.2%

PLS.AX

1.85%

PNI.AX

0.98%

PL8.AX

1.89%

PGF.AX

0.4%

PNV.AX

-0.38%

PDI.AX

2.38%

PMV.AX

0.86%

PME.AX

-0.09%

PFP.AX

-0.86%

PWH.AX

1.05%

PYC.AX

QAN.AX

0.69%

QBE.AX

0.26%

QOR.AX

QRI.AX

-0.61%

QAL.AX

-1.4%

QUB.AX

0.24%

RMS.AX

RHC.AX

1.26%

REA.AX

0.46%

RDX.AX

1.08%

REH.AX

0.52%

RF1.AX

1.08%

RPL.AX

RGN.AX

-0.84%

REG.AX

-1.67%

RRL.AX

-1.2%

RWC.AX

0.45%

RMD.AX

0.16%

RSG.AX

-1.59%

SGLLV.AX

1.85%

RIC.AX

1.55%

RIO.AX

-1.58%

RUL.AX

1.39%

RFF.AX

-0.28%

SFR.AX

-0.18%

STO.AX

0.47%

SCG.AX

SEK.AX

0.59%

SHV.AX

-2.39%

SRV.AX

-1.46%

SSM.AX

1.06%

SGH.AX

-1.06%

SLX.AX

15.25%

SGM.AX

-1.88%

SDR.AX

1.16%

SKC.AX

0.56%

SIQ.AX

-0.65%

SHL.AX

-0.27%

S32.AX

-1.94%

SX2.AX

0.69%

SPK.AX

0.98%

SPR.AX

SRG.AX

SMR.AX

SDF.AX

-0.51%

SGP.AX

0.18%

STX.AX

SNZ.AX

1.63%

SUN.AX

0.15%

SUL.AX

0.21%

SLC.AX

2.72%

SNL.AX

-1.55%

TAH.AX

-1.44%

TEA.AX

1.03%

TNE.AX

1.61%

TLX.AX

0.95%

TPW.AX

1.7%

A2M.AX

0.24%

TLC.AX

0.19%

TPG.AX

0.58%

TCL.AX

-0.21%

TWE.AX

-1.3%

TUA.AX

1.43%

URW.AX

0.58%

UNI.AX

0.53%

VAU.AX

VNT.AX

0.63%

VCX.AX

-0.41%

VGL.AX

-2.68%

VEA.AX

1.06%

VUL.AX

3.37%

VSL.AX

1.49%

WA1.AX

0.38%

WAM.AX

0.32%

WGB.AX

1.24%

WLE.AX

1.22%

SOL.AX

0.7%

WPR.AX

-0.76%

WEB.AX

2.36%

WES.AX

-0.94%

WAF.AX

1.15%

WGX.AX

0.35%

WBC.AX

0.06%

WHF.AX

0.7%

WHC.AX

0.55%

WTC.AX

1.33%

WDS.AX

0.56%

WOW.AX

-0.03%

WOR.AX

-0.46%

XRO.AX

0.68%

YAL.AX

-0.19%

ZIM.AX

ZIP.AX

1.87%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	140.20	0.26	0.19
SSO ASX Small Caps	14.66	0	0
IVV S&P 500	60.42	-0.1	-0.17
NDQ Nasdaq	48.65	-0.05	-0.1
F100 FTSE 100	14.05	0.09	0.64
ASIA Asia Tech	11.00	-0.01	-0.09
IEU Europe	97.72	0	0
IEM Emerging Markets	72.16	0.39	0.54
Gold Gold	47.50	-0.09	-0.19
ACDC Battery Tech	86.77	-0.55	-0.63

COMMODITIES	Close($)	-/+	%
Gold	3,356.99	62.8955	1.91
Silver	33.48	0.4025	1.22
Platinum	1,094.60	13.3759	1.24
Palladium	992.84	-22.0234	-2.17
Ice Brent Crude	65.03	0.59	0.92
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6494	0.0084	1.31
Euro	1.1364	0.0084	0.74
British Pound	1.3536	0.0121	0.9
Canadian Dollar	1.3737	-0.0118	-0.85
New Zealand Dollar	0.5989	0.0091	1.54
Chinese Yuan	7.1798	-0.0239	-0.33
Japanese Yen	142.5400	-1.47	-1.02

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	5.31	0.19%	264.95%	1.45 5.46
DBI	Dalrymple Bay Infrastructure Ltd	4.10	-0.24%	38.05%	2.71 4.21
HSN	Hansen Technologies Ltd	5.09	1.39%	9.94%	4.01 5.88
JHX	James Hardie Industries Plc	36.51	1.22%	-24.32%	31.86 59.53
MGR	Mirvac Group	2.27	-0.87%	11.82%	1.80 2.38
NSR	National Storage Reit	2.32	-0.43%	6.42%	2.05 2.59
PDN	Paladin Energy Ltd	5.77	6.65%	-64.58%	3.93 17.98
RUL	Rpmglobal Holdings Ltd	2.92	1.39%	19.67%	2.17 3.35
SFR	Sandfire Resources Ltd	10.99	-0.18%	19.85%	7.79 11.72
WOR	Worley Ltd	12.90	-0.46%	-14.40%	11.07 15.81

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SLX	Silex Systems	3.40	15.25
BOE	Boss Energy	3.98	12.11
BMN	Bannerman Energy	2.83	11.86
NXG	Nexgen Ene Cdi	9.12	8.7
DYL	Deep Yellow	1.25	8.26
PDN	Paladin Energy	5.77	6.65
MAF	Ma Financial	7.04	6.02
PRN	Perenti	1.59	6.02
FCL	Fineos Corporati	2.49	5.51
XYZ	Block Cdi	90.50	5.48

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NUF	Nufarm	2.47	-6.08
BOT	Botanix Pharmace	0.36	-5.33
PGC	Paragon Care	0.39	-4.88
CYL	Catalyst Metals	6.35	-4.37
CU6	Clarity Pharmace	2.20	-3.93
IFT	Infratil	10.27	-3.3
AAC	Australian Agric	1.41	-3.1
AEF	Australian Ethic	5.85	-2.99
IEL	Idp Education	8.33	-2.91
DVP	Develop Global	3.68	-2.9

OPINION

Latest Market Matters Opinions

24/05/2025 09:38

First up

The ASX 200 ended the week up 2.47% courtesy of the widely anticipated RBA rate cut and Michele Bullock's not-so-widely-expected dovish rhetoric. Credit markets are now looking for an additional three rate cuts by Christmas or February’26 at the latest. Not surprisingly, the rate-sensitive names led the advance, with tech, real estate, and financial stocks adding the most points to the index, riding the RBA wave of optimism, although there were plenty of losers on the stock level, as the macro and economic news kept on flowing.

23/05/2025 16:58

Broker Moves

• Nufarm Cut to Hold at Morgans Financial Limited; PT A$2.78 • Nick Scali Rated New Buy at Jefferies; PT A$21 • Insurance Australia Cut to Neutral at Macquarie; PT A$8.70 • Boss Energy Raised to Overweight at JPMorgan; PT A$4.05 • F&P Healthcare Cut to Hold at Jefferies; PT NZ$39.40 • Cromwell Property Raised to Overweight at JPMorgan

ACTION

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Hi Market Matters Team Can I have your view on EOS (Electro Optic Systems). They announced an order from a European naval systems integration business worth A$53M funded by a Western European government. Have gone up about 22% in 4 days. How do you see this impacting DroneShield? Would you consider EOS as an alternative to Droneshield?

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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.

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Question asked 24/05/2025

HUB24 (HUB) buy or hold?

Hi Guys, Purchased HUB at $59.55 and have picked up a 38% return to date. The stock has continued to rise but is it time to take profit or do you believe a hold is a better option? Thanks, Peter

Ask James

Question asked 24/05/2025

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