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OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.39%

ABG.AX

ASK.AX

0.36%

AGL.AX

-1.76%

A1M.AX

-5.52%

AIZ.AX

AAI.AX

-4.51%

ALK.AX

-4.29%

A4N.AX

-5.48%

ALQ.AX

-1.96%

AMC.AX

3.45%

AOV.AX

-1.09%

AMP.AX

-0.93%

ALD.AX

-0.34%

ANN.AX

2.98%

ANZ.AX

-2.19%

APA.AX

1.82%

ARU.AX

-4.08%

ARB.AX

1.06%

ARF.AX

1.57%

ARG.AX

-0.44%

ALL.AX

2.4%

AYA.AX

-0.94%

APZ.AX

-0.38%

ASX.AX

1.19%

ALX.AX

-0.2%

AUB.AX

0.89%

AIA.AX

0.29%

AZJ.AX

-0.24%

ABB.AX

-1.2%

ASB.AX

-2.61%

AAC.AX

-0.38%

AFI.AX

0.89%

AUI.AX

BOQ.AX

-0.95%

BMN.AX

-5.31%

BCI.AX

BPT.AX

-2.91%

BGA.AX

3.21%

BGL.AX

-2.26%

BEN.AX

-2.17%

BNZ.AX

-4.94%

BHP.AX

-1.65%

BKI.AX

-0.56%

BC8.AX

-6.12%

XYZ.AX

4.4%

BSL.AX

1.16%

BXB.AX

1.63%

BVS.AX

0.49%

BRE.AX

-6.24%

BRG.AX

2.81%

BGP.AX

BFL.AX

0.12%

BWP.AX

1.02%

CMM.AX

-4.42%

CSC.AX

-6.93%

CAR.AX

-1.3%

CIN.AX

0.72%

CYL.AX

-7.14%

CAT.AX

1.75%

CWP.AX

1.91%

CNI.AX

1.5%

CIP.AX

0.97%

COF.AX

0.55%

CGF.AX

-0.3%

CIA.AX

1.04%

CHI.AX

CHC.AX

0.95%

CLW.AX

0.26%

CQR.AX

0.75%

CQE.AX

1.86%

CNU.AX

C79.AX

-3.08%

CVL.AX

-1.51%

CU6.AX

-3.32%

CWY.AX

1.7%

CUV.AX

-1.47%

CBO.AX

2.88%

COH.AX

2.73%

CDA.AX

0.3%

COL.AX

1.22%

CKF.AX

-0.96%

CBA.AX

-1.27%

CPU.AX

0.46%

CEN.AX

-0.97%

CXO.AX

-6.78%

CCP.AX

0.79%

CMW.AX

-1.1%

CSL.AX

2.31%

CCL.AX

-1.22%

DBI.AX

-2.04%

DTL.AX

0.51%

DTR.AX

-3.57%

DYL.AX

-5.83%

DRR.AX

-0.22%

DVP.AX

-6.28%

DXS.AX

2.3%

DXI.AX

1.23%

DDR.AX

0.98%

DGT.AX

0.41%

DJW.AX

-0.73%

DMP.AX

3.05%

DOW.AX

1.23%

DPM.AX

-5.04%

DRO.AX

-5.49%

DUR.AX

-2.17%

DNL.AX

0.26%

APE.AX

1.02%

EBO.AX

2.14%

EIQ.AX

30.24%

ELD.AX

-0.2%

EOS.AX

-1.54%

ELV.AX

-8.77%

ELS.AX

-3.27%

EMR.AX

-4.79%

EDV.AX

0.3%

ERA.AX

EQR.AX

-3.7%

EUR.AX

-4.82%

EVN.AX

-3.81%

EVT.AX

1.33%

FCL.AX

2.5%

FFM.AX

-4.13%

FPH.AX

3.44%

FPR.AX

FBU.AX

-0.72%

FLT.AX

3.43%

FRS.AX

-4.26%

FMG.AX

-1.61%

FRW.AX

0.09%

FGX.AX

1.85%

FGG.AX

-1.18%

GLF.AX

0.44%

GDG.AX

0.29%

GNE.AX

GMD.AX

-4.66%

GNP.AX

1.12%

GMG.AX

1.13%

GPT.AX

1.59%

GQG.AX

0.33%

GNG.AX

-3.01%

GNC.AX

0.4%

GGP.AX

-7.23%

GOZ.AX

-0.87%

GCI.AX

-0.48%

GYG.AX

8.89%

GWA.AX

-1.33%

HSN.AX

0.47%

HVN.AX

2.32%

HGH.AX

HM1.AX

0.35%

HLI.AX

2.6%

HMC.AX

-1.02%

HDN.AX

0.38%

HUB.AX

-0.96%

IEL.AX

-7.36%

IGO.AX

-3.66%

ILU.AX

-5.4%

IMD.AX

-2.62%

IMR.AX

-3.51%

IFT.AX

-0.08%

INA.AX

1.87%

ING.AX

1.54%

IAG.AX

4.32%

IDX.AX

1.77%

IPG.AX

-4.09%

IPX.AX

-9.46%

IPH.AX

IRE.AX

-0.83%

JHX.AX

5.23%

JBH.AX

4.08%

JDO.AX

-40.39%

JMS.AX

-3.51%

KAR.AX

-5.47%

KLS.AX

-0.91%

KCN.AX

-6.69%

KKC.AX

-0.99%

GLS.AX

-1.76%

LGF.AX

4.24%

L1G.AX

-2.56%

LSF.AX

-0.43%

LRV.AX

-3.97%

LFS.AX

0.27%

LLC.AX

8.93%

LFG.AX

1.28%

360.AX

3.51%

LIC.AX

-1.38%

LNW.AX

-3.26%

LIN.AX

LTR.AX

-7.37%

LOV.AX

5.05%

LYL.AX

-4.75%

LYC.AX

-3.31%

MA1.AX

-0.25%

MAF.AX

-7.12%

MGH.AX

-0.38%

MAH.AX

-2.6%

MQG.AX

-0.05%

MAQ.AX

-4.91%

MAD.AX

-1.02%

MFG.AX

2.27%

MMS.AX

0.15%

MPL.AX

2.67%

MP1.AX

0.43%

MCY.AX

1.28%

MEZ.AX

1.91%

MSB.AX

-6.73%

MLX.AX

-3.21%

MTS.AX

0.33%

MOT.AX

1.52%

MXT.AX

0.26%

MMI.AX

-1.2%

MFF.AX

MIN.AX

-2.61%

MI6.AX

-12.17%

MIR.AX

-0.41%

MGR.AX

2.02%

MND.AX

0.23%

MYR.AX

5.17%

MYS.AX

-2.76%

NAN.AX

1.23%

NAB.AX

-3.35%

NGI.AX

-1.92%

NWL.AX

0.84%

NEU.AX

-1.09%

NHC.AX

-0.74%

NEM.AX

-3.05%

NWS.AX

1.67%

NXG.AX

-2.69%

NXT.AX

-1.21%

NHF.AX

1.45%

NCK.AX

0.57%

NIC.AX

-6.32%

NEC.AX

-1.67%

NST.AX

-3.25%

NWH.AX

0.69%

NUF.AX

OCL.AX

-0.97%

OML.AX

0.35%

OPH.AX

OBM.AX

-4.72%

ORI.AX

1.52%

ORG.AX

0.56%

ORA.AX

3.31%

PDN.AX

0.41%

PNR.AX

-7.84%

PPC.AX

0.29%

PPM.AX

-2.17%

PRN.AX

-1.29%

PPT.AX

-1.99%

PCI.AX

0.46%

PRU.AX

-4.05%

PXA.AX

-3.24%

PNI.AX

0.3%

PL8.AX

-1.09%

PLS.AX

-4.95%

PGF.AX

-2.48%

PNV.AX

1.07%

PDI.AX

-13.25%

PMV.AX

4.23%

PME.AX

3.58%

PWH.AX

0.38%

PYC.AX

-0.32%

QAN.AX

4.08%

QBE.AX

1.3%

QAL.AX

5.12%

QRI.AX

0.33%

QUB.AX

0.2%

RMS.AX

-3.99%

RHC.AX

3.66%

REA.AX

1.75%

RDX.AX

0.5%

REH.AX

7.28%

RF1.AX

-0.53%

RPL.AX

-2.77%

RG1.AX

0.41%

RGN.AX

0.82%

REG.AX

1.66%

RRL.AX

-3.78%

RWC.AX

1.34%

RMD.AX

4.55%

RSG.AX

-5.34%

SGLLV.AX

-1.3%

RIC.AX

-0.75%

RIO.AX

-2.26%

RXL.AX

-3.57%

RFF.AX

0.49%

RYM.AX

0.54%

SFR.AX

-3.56%

STO.AX

-2.76%

SCG.AX

0.26%

SEK.AX

-0.94%

SHV.AX

-0.26%

SRV.AX

-1.89%

SSM.AX

2.33%

SGH.AX

0.89%

SHA.AX

-1.41%

SIG.AX

2.56%

SLX.AX

-2.5%

SGM.AX

-0.28%

SDR.AX

3.7%

SKS.AX

-2.23%

SKC.AX

SIQ.AX

1.22%

SHL.AX

3.63%

S32.AX

-3.45%

SX2.AX

-5.08%

SXE.AX

0.21%

SPK.AX

4.48%

SRG.AX

-0.99%

SBM.AX

-6.54%

SMR.AX

-1.64%

SDF.AX

2.63%

SGP.AX

1.2%

SNZ.AX

SUN.AX

0.74%

SRL.AX

-4.36%

SUL.AX

3.12%

SLC.AX

-1.2%

SNL.AX

1.24%

SYL.AX

-0.66%

TAH.AX

1.82%

TEA.AX

-1.55%

TNE.AX

2.75%

TLX.AX

-0.32%

TLS.AX

0.59%

TPW.AX

5.59%

A2M.AX

3.65%

TLC.AX

0.18%

SGR.AX

-2.06%

TVN.AX

-10.34%

TWR.AX

-0.65%

TPG.AX

-0.82%

TCL.AX

0.07%

TWE.AX

1.94%

TUA.AX

-1.73%

TRA.AX

-0.28%

UNI.AX

0.8%

VAU.AX

-3.7%

VNT.AX

-2.84%

VCX.AX

0.78%

VGN.AX

7.8%

VEA.AX

0.99%

VUL.AX

-4%

VSL.AX

-0.6%

VYS.AX

-0.5%

WA1.AX

-5.65%

WGN.AX

-0.21%

WAM.AX

-0.67%

WGB.AX

-0.93%

WLE.AX

-0.38%

SOL.AX

-0.27%

WPR.AX

WQG.AX

0.27%

WEB.AX

2.81%

WBT.AX

-0.95%

WES.AX

2.52%

WAF.AX

-3.65%

WGX.AX

-4.5%

WBC.AX

-2.01%

WHF.AX

WHC.AX

-2.92%

WIA.AX

-2.22%

WC8.AX

-5.61%

WTN.AX

WTC.AX

-4.47%

WDS.AX

-2.87%

WOW.AX

1.45%

WOR.AX

-9.7%

XRO.AX

-3.5%

YAL.AX

-3.84%

ZIM.AX

-6.15%

ZIP.AX

2.45%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.87	-0.83	-0.56
SSO ASX Small Caps	15.71	-0.17	-1.07
IVV S&P 500	71.67	0.5	0.7
NDQ Nasdaq	63.75	0.82	1.3
F100 FTSE 100	15.14	0.06	0.4
ASIA Asia Tech	23.81	0.8	3.48
IEU Europe	104.65	0.37	0.35
IEM Emerging Markets	101.26	1.87	1.88
Gold Gold	52.84	-1.2	-2.22
ACDC Battery Tech	161.34	-2.36	-1.44

COMMODITIES	Close($)	-/+	%
Gold	4,034.06	33.6425	0.84
Silver	58.57	1.135	1.98
Platinum	1,608.14	29.89	1.89
Palladium	1,184.25	17.8483	1.53
Ice Brent Crude	73.25	-0.49	-0.66
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6921	0.0022	0.32
Euro	1.1381	0.0026	0.23
British Pound	1.3211	0.0046	0.35
Canadian Dollar	1.4188	-0.0044	-0.31
New Zealand Dollar	0.5657	0.0009	0.16
Chinese Yuan	6.7976	-0.013	-0.19
Japanese Yen	161.6800	-0.09	-0.06

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	-5.52%	141.67%	0.30 0.79
BGL	Bellevue Gold Ltd	1.30	-2.26%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.52	-1.65%	63.10%	36.36 65.98
FMG	Fortescue Ltd	18.94	-1.61%	26.40%	15.05 23.38
NHC	New Hope Corporation Ltd	5.37	-0.74%	40.52%	3.63 6.17
WHC	Whitehaven Coal Ltd	7.98	-2.92%	47.58%	5.31 9.90
NEM	Newmont Cdi	134.37	-3.05%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.47	-2.69%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.97	-3.56%	75.47%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EIQ	Echoiq	1.62	30.24
LLC	Lendlease Group	3.17	8.93
GYG	Guzman Y Gomez	20.69	8.89
VGN	Virgin Australia	3.04	7.8
REH	Reece	16.80	7.28
TPW	Temple & Webster	6.04	5.59
JHX	James Hardie Ind	36.85	5.23
MYR	Myer Holdings	0.31	5.17
QAL	Qualitas	3.08	5.12
LOV	Lovisa Holdings	23.09	5.05

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
JDO	Judo Capital Hol	0.92	-40.39
PDI	Predictive Disco	0.72	-13.25
MI6	Minerals 260	0.83	-12.17
TVN	Tivan	0.26	-10.34
WOR	Worley	11.08	-9.7
IPX	Iperionx	3.83	-9.46
ELV	Elevra Lithium	10.51	-8.77
PNR	Pantoro Gold	2.35	-7.84
LTR	Liontown	1.76	-7.37
IEL	Idp Education	2.14	-7.36

OPINION

Latest Market Matters Opinions

25/06/2026 16:55

Broker Moves

• Suncorp Cut to Neutral at Goldman; PT A$20 • Insurance Australia Raised to Buy at Goldman; PT A$8.60 • Tasmea Cut to Accumulate at Morgans Financial Limited; PT A$9.80 • a2 Milk Raised to Hold at CLSA; PT NZ$8.06 • Jumbo Interactive Cut to Equal-Weight at Morgan Stanley • Cash Converters Rated New Buy at Bell Potter

25/06/2026 16:54

Worley (WOR) $11.08

WOR -9.7%: fell today after increasing the expected earnings impact from Middle East project delays, while also flagging a sizeable foreign exchange headwind from the stronger Australian dollar.

ACTION

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Market Matters Content

What Matters Today: Is It Time to Forgive CSL (ASX: CSL) and Reconsider the Healthcare Sector?

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Afternoon report 25/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Hi MM Team, Please can you provide your thoughts on the current Acrow (ACF) capital raise. Recently you suggested that infrastructure was an area of the market worth considering for investment. Does ACF fit the mould as an infrastructure play? Thanks, JanP

Ask James

Question asked 20/06/2026

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Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

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Latest View Points

WOR

JDO

TLX

PME

ANN

RMD

RHC

COH

CSL

CNI

ASH US

SGF

Chart of the week

Sandfire Resources Ltd (SFR)

Aus. Investment blog Subscribe to blog

SiteMinder (ASX: SDR) & Webjet (ASX: WEB) lead tourism stocks higher

Australian tourism stocks gain after the government lowered its travel advice for some Middle Eastern countries.

ASX: SDR 09/06/2026

Why is REA Group (ASX: REA) testing 18-month Lows?

REA Group fell the most in 4-months this morning after being cut to a sell at Bell Potter with $137 PT.

ASX:REA 09/06/2026

Morning Report

What Matters Today: Is It Time to Forgive CSL (ASX: CSL) and Reconsider the Healthcare Sector?

Morning report 25/06/2026

Afternoon Report

The Match Out: ASX falls as resources rout continues, JDO plunges on guidance downgrade

Afternoon report 25/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

Latest View Points

WOR

JDO

TLX

PME

ANN

RMD

RHC

COH

CSL

CNI

ASH US