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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.49%

4DX.AX

4.37%

ABG.AX

-0.96%

ASK.AX

-1.1%

AIS.AX

6.17%

AGL.AX

-0.43%

AIZ.AX

-5.48%

AAI.AX

-7.18%

ALK.AX

6.57%

A4N.AX

6.8%

ALQ.AX

-2.84%

AMC.AX

-3.87%

AOV.AX

-3.11%

AMP.AX

0.82%

AEL.AX

ALD.AX

0.42%

ANN.AX

-1.92%

ANZ.AX

-1.13%

APA.AX

-1.04%

ARU.AX

5.66%

ARB.AX

-3.06%

ARF.AX

-0.61%

ARG.AX

-0.91%

ALL.AX

1.21%

APZ.AX

-1.56%

ASX.AX

-1.71%

ALX.AX

-0.66%

AUB.AX

-1.18%

AIA.AX

0.15%

AZJ.AX

-1.52%

ABB.AX

-1.05%

ASB.AX

-2.51%

AAC.AX

-0.78%

AFG.AX

5.14%

AFI.AX

-1.21%

AUI.AX

-1.6%

BOQ.AX

-0.29%

BMN.AX

2.54%

BCI.AX

4.05%

BPT.AX

-1.17%

BGA.AX

1.43%

BGL.AX

-6.12%

BEN.AX

-0.2%

BNZ.AX

-8.94%

BHP.AX

-1.82%

BKI.AX

BC8.AX

2.43%

XYZ.AX

1.25%

BSL.AX

4.32%

BOE.AX

2.63%

BXB.AX

-0.36%

BVS.AX

4.59%

BRE.AX

-1.42%

BRG.AX

-3.68%

BFL.AX

1.88%

BWP.AX

-0.55%

CMM.AX

-2%

CSC.AX

-2.67%

CAR.AX

0.22%

CYL.AX

8.4%

CAT.AX

1.2%

CWP.AX

-2.73%

CNI.AX

-0.32%

CIP.AX

COF.AX

-0.52%

CHN.AX

-3.36%

CGF.AX

0.38%

CIA.AX

-0.42%

CHC.AX

-2.53%

CLW.AX

-1.44%

CQR.AX

-0.52%

CQE.AX

-2.68%

CNU.AX

4.76%

C79.AX

-3.32%

CVL.AX

-1.95%

CU6.AX

-1.44%

CWY.AX

-0.43%

CBO.AX

7.57%

COH.AX

-1.32%

CDA.AX

-2.75%

COL.AX

0.75%

CKF.AX

-1.43%

CBA.AX

-0.97%

CPU.AX

-1.28%

CEN.AX

-5.38%

CXO.AX

-2.38%

CCP.AX

-2.55%

CMW.AX

-1.25%

CSL.AX

2.88%

CCL.AX

-1.84%

DBI.AX

0.2%

DTL.AX

-0.86%

DTR.AX

-5.21%

DYL.AX

2.72%

DRR.AX

-4.11%

DVP.AX

0.24%

DXS.AX

-0.17%

DXI.AX

-1.26%

DDR.AX

-0.35%

DGT.AX

-5.07%

DUI.AX

-0.6%

DJW.AX

DMP.AX

-2.27%

DOW.AX

-0.53%

DPM.AX

0.79%

DRO.AX

-1.43%

DUR.AX

2.64%

DNL.AX

-2.61%

APE.AX

0.5%

EBO.AX

1.85%

ELD.AX

3.92%

EOS.AX

2.59%

ELV.AX

5.41%

ELS.AX

3.87%

EHL.AX

2.14%

EMR.AX

-2.93%

EDV.AX

-0.81%

ERA.AX

-14.29%

EQR.AX

9.43%

EQT.AX

2.57%

EVN.AX

1.64%

EVT.AX

3.18%

FCL.AX

2.14%

FFM.AX

0.64%

FPH.AX

-2.44%

FBU.AX

-1.09%

FLT.AX

-0.61%

FML.AX

1.56%

FMG.AX

-0.42%

FGX.AX

FGG.AX

-0.94%

GLF.AX

-4%

GDG.AX

-0.52%

GMD.AX

2.18%

GTK.AX

-5.03%

GNP.AX

0.65%

GMG.AX

-0.35%

GPT.AX

-0.87%

GQG.AX

2.42%

GNG.AX

6.41%

GNC.AX

-1.75%

GGP.AX

-7.25%

GOZ.AX

1.39%

GCI.AX

GYG.AX

-4.46%

GWA.AX

1.37%

HSN.AX

-5.44%

HVN.AX

-1.37%

HGH.AX

-2.45%

HM1.AX

1.08%

HLI.AX

-0.21%

HMC.AX

-3.43%

HDN.AX

-0.42%

HUB.AX

-2.35%

IEL.AX

-0.76%

IGO.AX

-2.85%

ILU.AX

-0.79%

IMD.AX

-4.76%

IMR.AX

7.14%

IFT.AX

0.78%

INA.AX

-2.52%

ING.AX

-1.35%

IFL.AX

0.43%

IAG.AX

0.97%

IDX.AX

4.66%

IPX.AX

-1.12%

IPH.AX

-1.51%

IRE.AX

-1.29%

JHX.AX

-3.31%

JBH.AX

-4.12%

JDO.AX

2.68%

JMS.AX

KAR.AX

-1.99%

KLS.AX

-1.03%

KCN.AX

-9.51%

KKC.AX

0.48%

GLS.AX

-0.29%

L1G.AX

-1.33%

LSF.AX

-2.12%

LRV.AX

-4.44%

LFS.AX

-6.93%

LLC.AX

-1.79%

LFG.AX

0.58%

360.AX

-4.69%

LIC.AX

-2.02%

LNW.AX

-2%

LIN.AX

-0.67%

LTR.AX

0.69%

LOV.AX

0.25%

LYL.AX

-3.04%

LYC.AX

-2.15%

MA1.AX

MAF.AX

-3.15%

MGH.AX

3.77%

MAH.AX

MQG.AX

-0.56%

MAQ.AX

-0.98%

MAD.AX

-1.73%

MFG.AX

-2.24%

MAU.AX

1.07%

MMS.AX

-2.56%

MPL.AX

-2.77%

MP1.AX

MCY.AX

4.23%

MEZ.AX

-1.31%

MSB.AX

-0.48%

MLX.AX

-0.84%

MTS.AX

MOT.AX

2.97%

MXT.AX

-0.52%

MFF.AX

-4.35%

MIN.AX

0.53%

MI6.AX

2.5%

MIR.AX

-1.98%

MGR.AX

-0.28%

MND.AX

MYS.AX

5.94%

NAN.AX

1.76%

NAB.AX

-2.25%

NSR.AX

NGI.AX

-1.95%

NWL.AX

-1.67%

NEU.AX

1.68%

NHC.AX

3.25%

NEM.AX

-2.59%

NWS.AX

-0.21%

NXG.AX

-1.22%

NXT.AX

-3.89%

NHF.AX

1.49%

NCK.AX

-0.39%

NIC.AX

NEC.AX

2.92%

NST.AX

-2.43%

NWH.AX

0.18%

NUF.AX

-2.36%

OCL.AX

4.45%

OML.AX

0.53%

OPH.AX

-1.87%

OBM.AX

-7.81%

ORI.AX

-0.72%

ORG.AX

2.13%

ORA.AX

-1.04%

PDN.AX

-0.83%

PNR.AX

-2.61%

PPC.AX

6.25%

PPM.AX

-4.85%

PRN.AX

-1.06%

PPT.AX

1.51%

PCI.AX

0.47%

PRU.AX

1.05%

PXA.AX

-0.46%

PNI.AX

0.31%

PL8.AX

-0.36%

PLS.AX

2.42%

PGF.AX

-2.1%

PNV.AX

PDI.AX

-2.5%

PMV.AX

-4.31%

PME.AX

-2.09%

PFP.AX

-1.93%

PWH.AX

4.78%

PYC.AX

-2.56%

QAN.AX

-1.07%

QBE.AX

-1.11%

QAL.AX

1.24%

QRI.AX

0.65%

QUB.AX

0.61%

RAC.AX

-2.41%

RMS.AX

-3.32%

RHC.AX

-0.5%

REA.AX

-1.12%

RDX.AX

-0.63%

REH.AX

-2.35%

RF1.AX

-3.34%

RPL.AX

-1.21%

RG1.AX

-2.3%

RGN.AX

REG.AX

5.22%

RRL.AX

-2.67%

RWC.AX

-5.71%

RMD.AX

-0.46%

RSG.AX

0.38%

SGLLV.AX

4.26%

RIC.AX

-3.02%

RIO.AX

-2.93%

RXR.AX

-2.9%

RXL.AX

-6.45%

RFF.AX

1.97%

SFR.AX

-0.76%

SMI.AX

7.14%

STO.AX

-0.5%

SCG.AX

-0.29%

SEK.AX

2.56%

SHV.AX

0.78%

SRV.AX

4.69%

SSM.AX

-0.25%

SGH.AX

-2.44%

SHA.AX

-0.9%

SIG.AX

4.51%

SLX.AX

1.95%

SGM.AX

-4.05%

SDR.AX

-4.04%

SKC.AX

-3.17%

SIQ.AX

-1.46%

SHL.AX

-2.38%

S32.AX

-1.73%

SX2.AX

4.62%

SXE.AX

-1.67%

SPK.AX

-1.97%

SRG.AX

2.88%

SBM.AX

3.6%

SMR.AX

5.86%

SDF.AX

-0.24%

SGP.AX

-2.28%

SNZ.AX

-2.53%

SUN.AX

0.7%

SRL.AX

-6.61%

SUL.AX

-1.69%

SLC.AX

1.6%

SNL.AX

6.83%

SYL.AX

-4.44%

TAH.AX

-2.04%

TEA.AX

10.47%

TNE.AX

3.96%

TLX.AX

2.74%

TLS.AX

-0.19%

TPW.AX

-2%

A2M.AX

0.11%

TLC.AX

-1.12%

SGR.AX

8.7%

TVN.AX

1.67%

TWR.AX

0.65%

TPG.AX

1.5%

TCL.AX

-1.08%

TWE.AX

-2.41%

TUA.AX

1.15%

TCG.AX

7.26%

UNI.AX

-1.7%

VAU.AX

-6.05%

VNT.AX

-3.15%

VCX.AX

VGN.AX

-5.04%

VEA.AX

-2.88%

VUL.AX

0.34%

VSL.AX

-3.34%

WA1.AX

2.07%

WGN.AX

-3.82%

WAM.AX

WGB.AX

0.46%

WLE.AX

-0.36%

SOL.AX

-0.98%

WPR.AX

WEB.AX

2.86%

WBT.AX

2.81%

WES.AX

-0.83%

WAF.AX

1.38%

WGX.AX

-1.67%

WBC.AX

-1.05%

WHF.AX

-0.2%

WHC.AX

3.91%

WIA.AX

-4.55%

WTC.AX

3.3%

WDS.AX

1.01%

WOW.AX

-0.87%

WOR.AX

1.53%

XRO.AX

0.03%

YAL.AX

3.49%

ZIM.AX

1.23%

ZIP.AX

-2.36%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	141.97	-1.18	-0.82
SSO ASX Small Caps	15.04	-0.36	-2.34
IVV S&P 500	62.16	-0.57	-0.91
NDQ Nasdaq	50.63	-0.52	-1.02
F100 FTSE 100	14.33	-0.15	-1.04
ASIA Asia Tech	15.00	-0.47	-3.04
IEU Europe	93.74	-0.8	-0.85
IEM Emerging Markets	81.79	-0.92	-1.11
Gold Gold	61.13	-1.91	-3.03
ACDC Battery Tech	137.89	-0.75	-0.54

COMMODITIES	Close($)	-/+	%
Gold	4,487.65	-160.5751	-3.45
Silver	67.76	-5.1369	-7.05
Platinum	1,922.07	-49.0309	-2.49
Palladium	1,403.59	-43.306	-2.99
Ice Brent Crude	109.55	0.9	0.83
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7023	-0.0063	-0.89
Euro	1.1570	-0.0018	-0.16
British Pound	1.3340	0.0001	0.01
Canadian Dollar	1.3723	-0.0015	-0.11
New Zealand Dollar	0.5834	-0.0038	-0.65
Chinese Yuan	6.8857	-0.0141	-0.2
Japanese Yen	159.2200	1.5	0.95

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.47	-4.12%	10.71%	0.28 0.75
BGL	Bellevue Gold Ltd	1.38	-6.12%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	47.47	-1.82%	21.31%	33.25 59.39
FMG	Fortescue Ltd	18.96	-0.42%	18.95%	13.18 23.38
NHC	New Hope Corporation Ltd	5.71	3.25%	35.95%	3.33 5.79
WHC	Whitehaven Coal Ltd	9.30	3.91%	58.16%	4.26 9.59
NEM	Newmont Cdi	142.46	-2.59%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.20	-1.22%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.60	-0.76%	35.53%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TEA	Tasmea	4.75	10.47
EQR	Eq Resources	0.29	9.43
SGR	The Star Enterta	0.13	8.7
CYL	Catalyst Metals	6.58	8.4
CBO	Cobram Estate	3.27	7.57
TCG	Turaco Gold	0.67	7.26
IMR	Imricor Medical	1.95	7.14
SMI	Santana Minerals	0.83	7.14
SNL	Supply Network	33.00	6.83
A4N	Alpha Hpa	0.55	6.8

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-14.29
KCN	Kingsgate Consol	5.14	-9.51
BNZ	Benz Mining-cdi	1.99	-8.94
OBM	Ora Banda Mining	1.18	-7.81
GGP	Greatland Resour	10.11	-7.25
AAI	Alcoa Corpor Cdi	83.03	-7.18
LFS	Latitude Group	0.94	-6.93
SRL	Sunrise Energy	7.35	-6.61
RXL	Rox Resources	0.44	-6.45
BGL	Bellevue Gold	1.38	-6.12

OPINION

Latest Market Matters Opinions

21/03/2026 09:31

First Up

The ASX200 ended a tough week down -2.2%, extending March’s retreat to -8.4% with more losses likely on Monday. Materials (-7.1%) and Tech stocks (-4.2%) continued to lead the decline, as fears around global growth and inflation escalated as the war dragged on with no end in sight, and oil prices looked increasingly comfortable above $US110. On Friday night, selling intensified into the U.S. afternoon session after Reuters reported Iraq had declared force majeure on oilfields operated by foreign companies, while President Trump said he was not seeking a ceasefire with Iran. Now entering its fourth week, roughly in line with Trump’s initial timeframe, the conflict is nonetheless unsettling Washington, as Iran’s ability to disrupt oil markets with relative ease continues to drive global angst.

20/03/2026 17:14

Broker Moves

• Sigma Healthcare Raised to Buy at Jefferies; PT A$3.05 • Sonic Healthcare Raised to Neutral at Citi; PT A$21.50 • 29Metals Rated New Buy at Morgans Financial Limited • DroneShield Rated New Hold at Jefferies; PT A$3.70 • Sigma Healthcare Raised to Buy at Jefferies; PT A$3.05 • Sonic Healthcare Raised to Neutral at Citi; PT A$21.50 • 29Metals Rated New Buy at Morgans Financial Limited • DroneShield Rated New Hold at Jefferies; PT A$3.70

ACTION

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Market Matters Content

ETF Friday: Looking at 4 ETFs in the cross hairs of the Middle East conflict

Morning report 20/03/2026

Afternoon Report

The Match Out: ASX slips as gold unwinds and materials weigh to close out a tough week

Afternoon report 20/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/03/2026

The “Big Four” Banks

Hi James & Team Can I have your current view on the 4 Big Banks. With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA - if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb - whereas ANZ, NAB & WBC will payout in May. regards Debbie

Ask James

Question asked 21/03/2026

Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios. PNI : Today i am seeking an update on PNI as it is slightly outdated on the website, however is shown as Active in the portfolio. MTS : MTS has experienced a tail of two extremes regarding its share price over the last 12 months, and it looks like good value at below $3.00 . Can i ask your view on the share price movement, and if there is any apparent short term catalyst that would see it find its way back to $3.50+ levels? Thank you for your time. Kind Regards John Ash

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