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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-7.78%

4DX.AX

-1.59%

ABG.AX

-3.06%

ASK.AX

-3.53%

AX1.AX

-3.17%

AIS.AX

-11.61%

AGL.AX

-2.08%

AIZ.AX

-0.51%

AAI.AX

-2.04%

ALK.AX

-6.31%

A4N.AX

-3.36%

ALQ.AX

-3.89%

AMC.AX

-1.19%

AOV.AX

-0.59%

AMP.AX

-2.37%

AEL.AX

-3.19%

ALD.AX

-1.64%

ANN.AX

-2.47%

ANZ.AX

-1.52%

APA.AX

-1.8%

ARU.AX

-4.35%

ARB.AX

-2.68%

ARF.AX

-3.62%

ARG.AX

-0.99%

ALL.AX

-2.74%

AYA.AX

-3.25%

APZ.AX

-0.78%

ASX.AX

-0.83%

ALX.AX

-3.58%

AUB.AX

-1.69%

AIA.AX

-0.83%

AZJ.AX

-2.21%

AUC.AX

-4.25%

ABB.AX

0.23%

ASB.AX

-5.91%

AAC.AX

-0.75%

AEF.AX

-1.29%

AFG.AX

-3.71%

AFI.AX

-1.3%

AUI.AX

-0.53%

ASG.AX

-1.71%

BOQ.AX

-2.84%

BMN.AX

-8.36%

BAP.AX

-6.44%

BCI.AX

-3.75%

BPT.AX

-4.58%

BLX.AX

-2.04%

BGA.AX

-2.6%

BGL.AX

-4.89%

BEN.AX

-2.2%

BNZ.AX

0.71%

BHP.AX

-3.12%

BKI.AX

-0.85%

BC8.AX

-3.25%

XYZ.AX

-6.01%

BSL.AX

-0.65%

BOE.AX

-10.06%

BXB.AX

3.48%

BVS.AX

-6.25%

BRE.AX

-8.59%

BRG.AX

-2.71%

BFL.AX

-2.44%

BWP.AX

-1.6%

CMM.AX

-3.07%

CSC.AX

-4.92%

CAR.AX

-4.26%

CIN.AX

-0.43%

CYL.AX

-7.51%

CAT.AX

-0.87%

CWP.AX

-2.37%

CNI.AX

-6.73%

CIP.AX

-2.48%

COF.AX

-3.26%

CHN.AX

-11.03%

CGF.AX

-2.51%

CIA.AX

-4.5%

CHC.AX

-2.54%

CLW.AX

-3.39%

CQR.AX

-1.56%

CQE.AX

-2.03%

CNU.AX

-4.45%

C79.AX

-3.86%

CVL.AX

-6.15%

CU6.AX

-5.54%

CWY.AX

-2.03%

CUV.AX

-5.71%

CBO.AX

-3.4%

COH.AX

-3.31%

CDA.AX

-3.76%

COL.AX

-0.41%

CKF.AX

-0.76%

CBA.AX

-0.23%

CPU.AX

-3.15%

CEN.AX

-0.84%

CXO.AX

-4.55%

CRN.AX

-1.3%

CCP.AX

-2.85%

CMW.AX

-2.33%

CSL.AX

-0.41%

CCL.AX

-4.4%

DBI.AX

-1%

DTL.AX

-3.38%

DTR.AX

-5%

DYL.AX

-12%

DRR.AX

-1.44%

DVP.AX

-5.83%

DXS.AX

-2.29%

DXI.AX

-1.56%

DDR.AX

-0.91%

DGT.AX

-4.22%

DUI.AX

-1.48%

DJW.AX

-0.34%

DMP.AX

-1.56%

DOW.AX

-5.03%

DPM.AX

-0.14%

DRO.AX

-9.09%

DUR.AX

-4.5%

DNL.AX

-2.15%

APE.AX

-0.79%

EBO.AX

-3.34%

ELD.AX

-3.41%

EOS.AX

-16.32%

ELV.AX

-4.89%

ELS.AX

-3.92%

EHL.AX

-0.4%

EMR.AX

-3.34%

EDV.AX

-2.15%

ERA.AX

16.67%

EQR.AX

-2.7%

EQT.AX

-2.6%

EVN.AX

-1.38%

EVT.AX

-1.26%

FCL.AX

-5.33%

FFM.AX

-7.79%

FPH.AX

-3.1%

FPR.AX

-3.28%

FBU.AX

-3.81%

FLT.AX

-10.27%

FML.AX

-5.97%

FMG.AX

-1.16%

FGX.AX

-1.12%

FGG.AX

-1.47%

GLF.AX

-1.23%

GDG.AX

-4.55%

GNE.AX

-0.47%

GMD.AX

-3.2%

GTK.AX

-0.66%

GNP.AX

-5.8%

GMG.AX

-6.05%

GPT.AX

-2.87%

GQG.AX

-1.17%

GNG.AX

-2.6%

GNC.AX

-2.77%

GGP.AX

-6.17%

GOZ.AX

-2.64%

GCI.AX

0.97%

GYG.AX

-0.83%

GWA.AX

-2.65%

HSN.AX

-5.71%

HVN.AX

-1.83%

HLS.AX

-2.17%

HGH.AX

1.4%

HM1.AX

-1.71%

HLI.AX

-0.7%

HMC.AX

-2.73%

HDN.AX

-2.69%

HUB.AX

-6.1%

IEL.AX

-1.81%

IGO.AX

-4.36%

ILU.AX

-3.14%

IMD.AX

-4.2%

IMM.AX

-3.95%

IMR.AX

-2.6%

IFT.AX

-4.3%

INA.AX

-3.39%

ING.AX

-1.59%

IFL.AX

-1.94%

IAG.AX

-1.53%

IDX.AX

-2.41%

IPX.AX

-9.26%

IPH.AX

-1.96%

IRE.AX

-4.61%

JHX.AX

-3.99%

JBH.AX

-3.18%

JDO.AX

-2.39%

JIN.AX

-5.69%

JMS.AX

KAR.AX

-2.7%

KLS.AX

-3.52%

KCN.AX

-9.21%

KKC.AX

GLS.AX

-3.57%

L1G.AX

-1.75%

LSF.AX

-3.79%

LRV.AX

-9.82%

LFS.AX

2.11%

LLC.AX

-2.14%

LFG.AX

0.25%

360.AX

-3.44%

LIC.AX

-0.36%

LNW.AX

-6.34%

LIN.AX

-6.76%

LTR.AX

-1.18%

LOV.AX

-2.74%

LYL.AX

-2.7%

LYC.AX

-3.19%

MA1.AX

MAF.AX

-5.81%

MGH.AX

2.19%

MAH.AX

-6.62%

MQG.AX

-2.17%

MAQ.AX

-3.77%

MAD.AX

-5.15%

MFG.AX

-4.54%

MMS.AX

0.41%

MPL.AX

-0.65%

MEK.AX

-6.82%

MP1.AX

-5.68%

MCY.AX

MEZ.AX

-1.03%

MSB.AX

-6.69%

MTM.AX

-2.92%

MLX.AX

-3.7%

MTS.AX

-3.61%

MOT.AX

-0.52%

MXT.AX

0.76%

MFF.AX

-0.64%

MGX.AX

-1.14%

MIN.AX

-4.66%

MI6.AX

-12.36%

MIR.AX

-1.32%

MGR.AX

-3%

MND.AX

-3.85%

MYR.AX

-4.76%

MYS.AX

-3.44%

NAN.AX

-2.05%

NAB.AX

-1.57%

NSR.AX

NGI.AX

-4.22%

NWL.AX

-3.42%

NEU.AX

-5.15%

NHC.AX

-3.79%

NMG.AX

-6.06%

NEM.AX

-4.93%

NWS.AX

-5.38%

NXG.AX

-5.63%

NXT.AX

-3.86%

NHF.AX

-2.71%

NCK.AX

-3.03%

NIC.AX

-2.2%

NEC.AX

-4.18%

NST.AX

-1.73%

NWH.AX

-4.58%

NUF.AX

-4.48%

NXL.AX

-7.72%

OCL.AX

-5.84%

OML.AX

-4.56%

OPH.AX

-2.31%

OBM.AX

-4.05%

ORI.AX

-2.14%

ORG.AX

-1.8%

ORA.AX

-1.9%

PDN.AX

-10.92%

PNR.AX

-4.29%

PPC.AX

-1.87%

PPM.AX

1.73%

PRN.AX

-4.85%

PPT.AX

-2.13%

PCI.AX

-0.45%

PRU.AX

-3.09%

PXA.AX

1.1%

PNI.AX

-4.48%

PL8.AX

1.05%

PLS.AX

-1.2%

PGF.AX

-0.65%

PNV.AX

-8.04%

PDI.AX

-7.45%

PMV.AX

-0.5%

PME.AX

-4.43%

PFP.AX

-0.6%

PWH.AX

-5.91%

PYC.AX

0.33%

QAN.AX

-1.46%

QBE.AX

0.1%

QOR.AX

-7.32%

QAL.AX

-3.83%

QRI.AX

1.59%

QUB.AX

-1.25%

RMS.AX

-2.25%

RHC.AX

-0.39%

REA.AX

-7.83%

RDX.AX

-1.63%

REH.AX

-1.1%

RF1.AX

-4.75%

RPL.AX

-4.56%

RG1.AX

-3.8%

RGN.AX

-1.73%

REG.AX

-3.75%

RRL.AX

-2.54%

RWC.AX

-3.19%

RMD.AX

1.23%

RSG.AX

-1.95%

SGLLV.AX

-2.41%

RIC.AX

-1.65%

RIO.AX

-0.03%

RXL.AX

-5.77%

RFF.AX

-1.96%

RYM.AX

-4.26%

SFR.AX

-1.9%

SMI.AX

-3.45%

STO.AX

-1.43%

SCG.AX

-2.51%

SEK.AX

-6.72%

SHV.AX

-1.87%

SRV.AX

-2.68%

SSM.AX

-4.04%

SGH.AX

-2.79%

SHA.AX

-0.15%

SIG.AX

-0.95%

SLX.AX

-7.46%

SGM.AX

-3.03%

SDR.AX

-7.94%

SKC.AX

-1.94%

SPZ.AX

-1.52%

SIQ.AX

0.12%

SHL.AX

-2.44%

S32.AX

-4.13%

SX2.AX

-5.45%

SXE.AX

-2.6%

SPK.AX

-1.3%

SRG.AX

-2.72%

SBM.AX

-6.62%

SMR.AX

-6.71%

SDF.AX

-2.98%

SGP.AX

-3%

SNZ.AX

SUN.AX

-1.71%

SRL.AX

-13.23%

SUL.AX

-2.76%

SLC.AX

-1.71%

SNL.AX

-0.93%

SYL.AX

-5.64%

TAH.AX

-3.41%

TEA.AX

-7.29%

TNE.AX

-5.04%

TLX.AX

-2.76%

TLS.AX

-1.01%

TPW.AX

-4.88%

A2M.AX

-3.28%

TLC.AX

-0.95%

SGR.AX

TVN.AX

-7.14%

TWR.AX

-0.92%

TPG.AX

-2.02%

TCL.AX

-2.57%

TWE.AX

-7.97%

TUA.AX

-4.96%

TCG.AX

-4.55%

UNI.AX

-0.46%

VAU.AX

-4.87%

VNT.AX

-2.82%

VCX.AX

-1.95%

VGN.AX

-0.99%

VEA.AX

-3.28%

VUL.AX

-5.35%

VSL.AX

-1.93%

WA1.AX

-4.93%

WGN.AX

WAM.AX

-2.19%

WGB.AX

-1.65%

WLE.AX

-1.82%

SOL.AX

-1.93%

WPR.AX

-1.59%

WEB.AX

-29.52%

WBT.AX

-5.65%

WES.AX

-1.33%

WAF.AX

-3.32%

WGX.AX

-3.47%

WBC.AX

-1.2%

WHF.AX

-1.34%

WHC.AX

-4.11%

WIA.AX

-4.82%

WTC.AX

-4.65%

WDS.AX

-1.62%

WOW.AX

-0.51%

WOR.AX

-4.22%

XRO.AX

-0.4%

YAL.AX

-1.97%

ZIM.AX

-5.38%

ZIP.AX

-3.25%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.78	-3.19	-2.16
SSO ASX Small Caps	16.21	-0.61	-3.63
IVV S&P 500	64.85	-0.85	-1.29
NDQ Nasdaq	51.68	-0.96	-1.82
F100 FTSE 100	14.97	-0.25	-1.64
ASIA Asia Tech	14.85	-0.11	-0.74
IEU Europe	101.16	-0.85	-0.83
IEM Emerging Markets	84.73	-0.47	-0.55
Gold Gold	63.68	-0.22	-0.34
ACDC Battery Tech	138.58	-4.64	-3.24

COMMODITIES	Close($)	-/+	%
Gold	4,954.38	184.49	3.87
Silver	77.44	6.2109	8.72
Platinum	2,099.97	113.0718	5.69
Palladium	1,714.89	98.14	6.07
Ice Brent Crude	67.32	-2.14	-3.08
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7017	0.0093	1.34
Euro	1.1821	0.0046	0.39
British Pound	1.3614	0.0089	0.66
Canadian Dollar	1.3657	-0.0053	-0.39
New Zealand Dollar	0.6017	0.0069	1.16
Chinese Yuan	6.9388	0.001	0.01
Japanese Yen	157.1000	0.08	0.05

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.55	-7.56%	72.46%	0.28 0.68
BGL	Bellevue Gold Ltd	1.66	-4.89%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	48.79	-3.12%	25.49%	33.25 52.54
FMG	Fortescue Ltd	21.23	-1.16%	13.11%	13.18 23.38
NHC	New Hope Corporation Ltd	4.57	-3.79%	-3.26%	3.33 4.99
WHC	Whitehaven Coal Ltd	8.87	-4.11%	48.00%	4.26 9.59
NEM	Newmont Cdi	154.80	-4.93%	0.00%	66.39 190.54
NXG	Nexgen Ene Cdi	15.60	-5.63%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	18.55	-1.9%	87.97%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
BXB	Brambles	23.51	3.48
MGH	Maas Group Holdi	4.20	2.19
LFS	Latitude Group	0.97	2.11
PPM	Pepper Money	1.76	1.73
QRI	Qualitas Real Es	1.60	1.59
HGH	Heartland Group	1.09	1.4
RMD	Resmed Inc	37.92	1.23
PXA	Pexa Group	13.74	1.1
PL8	Plato Income Max	1.44	1.05

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WEB	Web Travel Group	2.96	-29.52
EOS	Electro Optic Sy	6.00	-16.32
SRL	Sunrise Energy	8.13	-13.23
MI6	Minerals 260	0.39	-12.36
DYL	Deep Yellow	2.20	-12
AIS	Aeris Resources	0.50	-11.61
CHN	Chalice Mining	1.74	-11.03
PDN	Paladin Energy	11.01	-10.92
FLT	Flight Centre Tr	13.81	-10.27
BOE	Boss Energy	1.43	-10.06

OPINION

Latest Market Matters Opinions

06/02/2026 17:20

Broker Moves

• Advanced Energy Minerals (AEM AU): Advanced Energy Minerals Rated New Speculative Buy at Canaccord • Alpha HPA (A4N AU): Alpha HPA Rated New Speculative Buy at Canaccord; PT A$1.20 • Beach Energy (BPT AU): Beach Energy Cut to Sell at UBS; PT A$1.05 • Breville (BRG AU): Breville Raised to Overweight at JPMorgan; PT A$35.50 • Imdex (IMD AU): Imdex Rated New Neutral at Goldman; PT A$3.75 • Maas Group (MGH AU): Maas Group Raised to Buy at Morgans Financial Limited; PT A$5.10 • PLS Group (PLS AU): PLS Group Raised to Buy at UBS; PT A$5 • Treasury Wine (TWE AU): Treasury Wine Cut to Sell at UBS; PT A$4.75

06/02/2026 17:20

REA Group (REA) $168.10

ACTION

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ETF Friday: Looking at the market’s volatility through the eye of an ETF lens

Morning report 06/02/2026

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Ask James ASK A QUESTION

Ask James

Question asked 06/02/2026

Ora Banda Mining Ltd (OBM)

G'Day Market Matters Super Warriers, I have been casting around the "up and (maybe) coming" Goldminers and stumbled on OBM. They attracted me on two counts: 1. The MD came from Great Northern where I have heard he did good things. 2. Drilling over the past few months has showed some pretty spectacular results. Share Price seems to be advancing nicely but it is not easy for me to distinguish prospect value from commodity value at this time. Any thoughts? Regards, Ron

Ask James

Question asked 31/01/2026

What are your thoughts on Dicker Data (DDR) and ASX pure copper plays?

Dear team, Please forgive me for asking questions 2 weeks in a row. The Christmas break and the turbulent times we live in have created a backlog of worry. 1. You recently sold out of DDR. I notice you never had a very big stake in this company, and you considered it high risk. Did you sell because you thought the risk was too high or because it had run its course with little room for growth or possibly for many reasons? 2. I have long considered BHP to be a way of covering Copper investment, but, both BHP and RIO are perhaps 'pulled back' by being mostly iron ore vendors. What would you consider to be the best ASX pure copper play around? My instinct learns to SFR, but others have suggested CSC or DVP might be overlooked gems and no doubt there are others I know nothing about. Thank you for your ever wise counsel, Octogenarian

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