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ANALYSIS

Market Analysis

ABG.AX

1.15%

ASK.AX

1.15%

AX1.AX

0%

ADT.AX

1.2%

AGL.AX

0.53%

AIZ.AX

-1.02%

AAI.AX

2.99%

A4N.AX

0%

ALQ.AX

-0.6%

AMC.AX

0.31%

AOV.AX

-1.05%

AMP.AX

0%

ALD.AX

0.62%

ANN.AX

3.6%

ANZ.AX

0.03%

APA.AX

0.66%

APM.AX

0%

ARB.AX

0.89%

LTM.AX

-1.38%

ARF.AX

0.24%

ARG.AX

-0.22%

ALL.AX

1.36%

ASX.AX

-0.16%

ALX.AX

-1%

AUB.AX

0.3%

AIA.AX

-1.01%

AD8.AX

1.59%

AZJ.AX

-0.29%

ABB.AX

0.54%

ASB.AX

0.37%

AAC.AX

-0.71%

ACL.AX

0.29%

AFI.AX

0.14%

AUI.AX

0.76%

BOQ.AX

0.46%

BAP.AX

0.82%

BCI.AX

-3.23%

BPT.AX

0.44%

BLX.AX

0%

BGA.AX

0.39%

BGL.AX

-2.02%

BEN.AX

0.17%

BHP.AX

0%

BKI.AX

-0.29%

SQ2.AX

2.36%

BSL.AX

-0.25%

BOE.AX

-2.88%

BOT.AX

-2.41%

BXB.AX

2.54%

BVS.AX

2.21%

BRG.AX

-1.11%

BKW.AX

0.63%

BGP.AX

3.68%

BFL.AX

-0.56%

BWP.AX

0%

CMM.AX

0.16%

CSC.AX

3.45%

CAR.AX

-0.05%

CIN.AX

0.2%

CYL.AX

-4.98%

CAT.AX

-0.42%

CNI.AX

4.72%

CIP.AX

0.61%

COF.AX

1.63%

CTT.AX

-4.58%

CGF.AX

-0.77%

CIA.AX

-0.9%

CHC.AX

-0.5%

CLW.AX

0.5%

CQR.AX

0.55%

CQE.AX

2.17%

CNU.AX

0.96%

C79.AX

-2.28%

CVL.AX

-1.72%

CU6.AX

0.4%

CWY.AX

0.71%

CUV.AX

0.6%

CBO.AX

0%

COH.AX

-1.12%

CDA.AX

1.82%

COL.AX

0.47%

CKF.AX

0.24%

CBA.AX

0.03%

CPU.AX

-1.08%

CEN.AX

2.07%

COE.AX

0%

CRN.AX

0%

CTD.AX

-0.17%

CCP.AX

0.13%

CMW.AX

0%

CSL.AX

-0.23%

DBI.AX

0.31%

DTL.AX

0%

DEG.AX

-0.8%

DYL.AX

0%

DRR.AX

-0.27%

DVP.AX

-6.4%

DXS.AX

1.72%

DXI.AX

0.69%

DDR.AX

0%

DUI.AX

0%

DJW.AX

1.28%

DHG.AX

-1.03%

DMP.AX

0.31%

DOW.AX

-0.54%

DRO.AX

2.6%

APE.AX

0.2%

EBO.AX

0.51%

ELD.AX

-0.74%

EMR.AX

0.78%

EDV.AX

0.4%

EQT.AX

-0.54%

EVN.AX

-2%

EVT.AX

-0.57%

FCL.AX

2.41%

FPH.AX

-0.23%

FPR.AX

-1.95%

FBU.AX

0%

FLT.AX

0.72%

FMG.AX

1.75%

FGX.AX

-1.18%

FGG.AX

0%

GEM.AX

0.39%

GDG.AX

-2.11%

GNE.AX

-0.95%

GMD.AX

-2.76%

GTK.AX

0.8%

GOR.AX

-0.92%

GMG.AX

0.81%

GPT.AX

0%

GQG.AX

3.57%

GNC.AX

0%

GOZ.AX

2.22%

GCI.AX

-0.49%

GYG.AX

2.23%

GWA.AX

1.31%

HSN.AX

-0.46%

HVN.AX

-2.03%

HLS.AX

-2.62%

HCW.AX

-0.84%

HGH.AX

0.52%

HM1.AX

0%

HLI.AX

3.08%

HMC.AX

-0.37%

HDN.AX

0.39%

HPI.AX

0%

HUB.AX

0.91%

IEL.AX

0.25%

IGO.AX

-1.71%

ILU.AX

-0.68%

IMD.AX

1.82%

IPL.AX

1.97%

IFM.AX

1.84%

IFT.AX

1.17%

INA.AX

0%

ING.AX

-0.34%

IFL.AX

1.67%

IAG.AX

0%

IDX.AX

0.39%

IPG.AX

0%

IPX.AX

2.34%

IPH.AX

-0.33%

IRE.AX

2.06%

JHX.AX

0.24%

JBH.AX

0.42%

JLG.AX

1.8%

JDO.AX

1.16%

JIN.AX

-0.08%

KAR.AX

1.72%

KLS.AX

-0.5%

KKC.AX

0.43%

LSF.AX

-1.37%

LRS.AX

-2.56%

LFS.AX

0%

LLC.AX

0.28%

LFG.AX

-1.71%

360.AX

-0.94%

LIC.AX

0.76%

LNW.AX

0.44%

LTR.AX

-2.99%

LOV.AX

-0.53%

LYC.AX

-1.17%

MAF.AX

-0.75%

MGH.AX

-0.43%

MAH.AX

-1.47%

MQG.AX

-0.13%

MAQ.AX

0.14%

MAD.AX

-4.77%

MFG.AX

1.7%

MMS.AX

0.93%

MPL.AX

0%

MP1.AX

1.62%

MCY.AX

-0.18%

MEZ.AX

1.07%

MSB.AX

0.54%

MAC.AX

-1.79%

MTS.AX

-0.56%

MOT.AX

0%

MXT.AX

0%

MFF.AX

0.52%

MIN.AX

-1.12%

MIR.AX

-0.91%

MGR.AX

1.33%

MND.AX

-0.65%

MYR.AX

0%

NAN.AX

0.87%

NAB.AX

0.21%

NSR.AX

2.06%

NGI.AX

-1.52%

NWL.AX

0.6%

NEU.AX

0%

NHC.AX

1.65%

NEM.AX

-1.8%

NWS.AX

-0.56%

NXG.AX

-0.58%

NXT.AX

-0.06%

NHF.AX

1.05%

NCK.AX

0.39%

NIC.AX

1.22%

NEC.AX

-1.21%

NST.AX

-0.25%

NWH.AX

1.17%

NUF.AX

-1.54%

NXL.AX

1.68%

OCL.AX

3.1%

OCA.AX

-0.7%

OFX.AX

-1.4%

OML.AX

-1.56%

OPH.AX

0%

OPT.AX

-1.56%

OBM.AX

-4.17%

ORI.AX

-0.45%

ORG.AX

0%

ORA.AX

1.52%

PAC.AX

0.73%

PDN.AX

-0.76%

PNR.AX

4.17%

PGC.AX

-3.61%

PPC.AX

-1.57%

PPM.AX

-0.76%

PRN.AX

0%

PPT.AX

0.11%

PCI.AX

0%

PRU.AX

1.98%

PXA.AX

-0.42%

PLS.AX

-1.04%

PNI.AX

0.06%

PTM.AX

12.63%

PL8.AX

-0.41%

PGF.AX

1.36%

PNV.AX

6.53%

PDI.AX

-1.75%

PMV.AX

-0.12%

PME.AX

3.61%

PFP.AX

-2.01%

PSI.AX

-0.16%

PWH.AX

-3.24%

PYC.AX

7.41%

QAN.AX

1.85%

QBE.AX

0.3%

QAL.AX

0%

QRI.AX

0.62%

QUB.AX

-0.51%

RMS.AX

-0.46%

RHC.AX

-0.5%

REA.AX

0.08%

RED.AX

1.54%

RDX.AX

1.58%

REH.AX

0.18%

RF1.AX

0.94%

RPL.AX

-3.03%

RGN.AX

0%

REG.AX

-0.17%

RRL.AX

0.78%

RWC.AX

0.53%

RMD.AX

1.49%

RSG.AX

-0.69%

SGLLV.AX

-1.88%

RIC.AX

0.41%

RIO.AX

-0.05%

RUL.AX

0.78%

RFF.AX

-0.5%

SFR.AX

-0.34%

STO.AX

0.29%

SCG.AX

0.54%

SEK.AX

1.01%

SHV.AX

-1.18%

SSM.AX

2.05%

SVW.AX

0.55%

SGF.AX

-0.39%

SIG.AX

0%

SLX.AX

-0.28%

SGM.AX

0.27%

SDR.AX

0.79%

SKC.AX

-0.76%

SIQ.AX

-0.83%

SHL.AX

0.29%

S32.AX

1.89%

SXG.AX

1.45%

SPK.AX

-0.64%

SPR.AX

-9.16%

SRG.AX

-2.79%

SMR.AX

-0.37%

SDF.AX

0.18%

SGP.AX

0.38%

STX.AX

2.5%

SNZ.AX

-1.65%

SUN.AX

-0.33%

SUL.AX

-0.11%

SLC.AX

-0.82%

SNL.AX

0.34%

TAH.AX

0%

TNE.AX

2.37%

TLX.AX

3.82%

TLS.AX

0.25%

TPW.AX

0.26%

A2M.AX

-1.1%

TLC.AX

-0.59%

TPG.AX

-0.82%

TCL.AX

0.07%

TWE.AX

0.81%

TUA.AX

-2.12%

TYR.AX

-1.47%

URW.AX

1.43%

UNI.AX

0%

VNT.AX

0.23%

VG1.AX

0.82%

VCX.AX

1.29%

VUK.AX

0.24%

VGL.AX

-1.16%

VEA.AX

1.06%

VUL.AX

-3.99%

VSL.AX

-2.6%

WA1.AX

6.16%

WAM.AX

0%

WGB.AX

0.44%

WLE.AX

0.38%

SOL.AX

-0.57%

WPR.AX

0.37%

WEB.AX

1.74%

WES.AX

0.03%

WAF.AX

2.67%

WGX.AX

-3.26%

WBC.AX

0.73%

WHF.AX

0.36%

WHC.AX

-0.68%

WTC.AX

0.14%

WDS.AX

0.12%

WOW.AX

-0.14%

WOR.AX

-0.88%

XRO.AX

2.56%

YAL.AX

-0.55%

ZIM.AX

0%

ZIP.AX

0.41%

image description

POPULAR ETFs Close($) +/- %
A200

ASX 200

 137.36

0.39

0.28

SSO

ASX Small Caps

 13.85

0.06

0.44

IVV

S&P 500

 55.71

-0.11

-0.2

NDQ

Nasdaq

 42.76

-0.32

-0.74

F100

FTSE 100

 12.42

0.08

0.65

ASIA

Asia Tech

 8.68

-0.02

-0.23

IEU

Europe

 84.92

0.18

0.21

IEM

Emerging Markets

 63.86

-0.02

-0.03

Gold

Gold

 35.25

-0.23

-0.65

ACDC

Battery Tech

 77.84

-0.55

-0.7

COMMODITIES Close($) -/+ %
Gold

2,577.25

-5.3291

-0.21

Silver

30.75

-0.0112

-0.04

Platinum

983.75

3.0834

0.31

Palladium

1,087.00

10.4183

0.97

Ice Brent Crude

73.00

1.39

1.94

CURRENCIES Close($) -/+ %
Australian Dollar

0.6764

0.0013

0.19

Euro

1.1138

0.0006

0.05

British Pound

1.3228

0.0012

0.09

Canadian Dollar

1.3581

-0.0004

-0.03

New Zealand Dollar

0.6206

0.0006

0.1

Chinese Yuan

7.0930

-0.0242

-0.34

Japanese Yen

140.5000

-0.1

-0.07

image description
 

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What We're Watching

Interest rate sensitive stocks
Code Company Price($) Today 1 Year Return 52 Week Range($)
APA  

Apa Group

7.62

0.66%

-12.79%

7.20

8.91

CNI  

Centuria Capital Group

2.00

4.72%

0.00%

1.13

1.91

DXS  

Dexus

7.70

1.72%

1.20%

6.30

8.07

JBH  

Jb Hi-fi Ltd

80.76

0.42%

75.21%

42.95

83.30

MGR  

Mirvac Group

2.28

1.33%

-0.88%

1.80

2.39

NCK  

Nick Scali Ltd

15.43

0.39%

28.51%

9.97

16.03

NSR  

National Storage Reit

2.48

2.06%

8.97%

1.99

2.49

SGP  

Stockland Corporation Ltd

5.29

0.38%

30.77%

3.49

5.33

SUL  

Super Retail Group Ltd

17.60

-0.11%

47.29%

11.00

17.81

TCL  

Transurban Group

13.90

0.07%

4.36%

11.58

14.10

10 Top Gainers | <$500m

Code Company Last($) % Chg
PTM

Platinum Asset M

1.12

12.63

PYC

Pyc Therapeutics

0.15

7.41

PNV

Polynovo

2.61

6.53

WA1

Wa1 Resources

14.65

6.16

CNI

Centuria Capital

2.00

4.72

PNR

Pantoro

0.13

4.17

TLX

Telix Pharmaceut

18.50

3.82

BGP

Briscoe Group Au

3.94

3.68

PME

Pro Medicus

168.02

3.61

ANN

Ansell

31.69

3.6

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
SPR

Spartan Resource

1.24

-9.16

DVP

Develop Global

1.98

-6.4

CYL

Catalyst Metals

2.67

-4.98

MAD

Mader Group

4.99

-4.77

CTT

Cettire

1.36

-4.58

OBM

Ora Banda Mining

0.58

-4.17

VUL

Vulcan Energy

3.61

-3.99

PGC

Paragon Care

0.40

-3.61

WGX

Westgold Resourc

2.67

-3.26

PWH

Pwr Holdings

8.95

-3.24

OPINION

Latest Market Matters Opinions

Broker Moves

• Redox Rated New Buy at Blue Ocean; PT A$3.93 • Perseus Rated New Buy at UBS; PT A$3 • Cooper Energy Rated New Overweight at Wilsons • Kingston Resources Rated New Buy at Blue Ocean • Red 5 Rated New Overweight at Jarden Securities • BHP Raised to Outperform at Bernstein • PMT AU Reinstated Speculative Buy at Canaccord; PT A$1.05 • Austock Rated New Buy at Jefferies; PT A$3.49

Read more

First Up

The ASX jumped out of the blocks this morning and made a new all-time high at 8148.8, though it was the magnitude of a beez……foot, just 1/10th of 1 pt above the previous all-time, intra-day high set on the 1st August at 8148.7. Stocks ultimately drifted lower through the session with some interesting corporate news flow hitting the tape, but little that turned the dial at the index level

Read more
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Market Matters Content

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WATCH
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Unlocking the Vault - Hosted by Market Matters Weekly Update
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What Matters Today: Does Gold still stack up as it tests $US2,600?

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  The Match Out Market Matters

The Match Out: ASX makes new all-time high, then drifts back

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image description Ask James ASK A QUESTION
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Question asked

SDF, JLG, GTR

Hi Team, Would SDF & JLG suffer medium-term reputational damage after the 4 Corners report? Where do you see value as an entry point? Is GTR SPP worth taking up? I bought a small position in GTR after hearing a chap recommending the stock on Ausbiz. Thanks & regards, Sidney PS: Shawn's prompt & professional comments this morning was much appreciated.
image description Ask James

Question asked

Is Alphabet (GOOGL US) a buy?

Hi Team GOOGL has been sold off hard on ongoing anti trust concerns etc. and is now trading well below it's 200 day moving average. I know this is on the MM hit list for the international equities portfolio so do you guys see this as a buying opportunity, or are there real concerns with pending DoJ actions? If you are still keen, where would your buy entry be? Thanks Alex
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  Monday 9th September – ASX -67pts, SDF, PMV & GYG Listen now
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Latest View Points
WAF
EVN
GOLD US
ZG US
REA
CAR
XRO
NXT
PDN
CCJ US
BOE
URNM US
image description Chart of the week
 
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Chart of the week

image description
LME Copper 3-months ($US/MT)
image description
Aus. Investment blog Subscribe to blog
 

Market Matters Reporting Calendar

FY24 Reporting season is upon us - Download a full reporting Calendar here
Reporting
 

Should we sell Goodman Group (GMG)?

GMG slipped over 2% on Monday when half the Real Estate Sector managed to advance. This is a quality business; the question we have asked ourselves of late is how far it can rally.
ASX:GMG
image description Morning Report
  what matters today Market Matters

What Matters Today: Does Gold still stack up as it tests $US2,600?

Morning report
image description Afternoon Report
  The Match Out Market Matters

The Match Out: ASX makes new all-time high, then drifts back

Afternoon report
image description Ask James ASK A QUESTION
image description Ask James

Question asked

SDF, JLG, GTR

Hi Team, Would SDF & JLG suffer medium-term reputational damage after the 4 Corners report? Where do you see value as an entry point? Is GTR SPP worth taking up? I bought a small position in GTR after hearing a chap recommending the stock on Ausbiz. Thanks & regards, Sidney PS: Shawn's prompt & professional comments this morning was much appreciated.
image description Ask James

Question asked

Is Alphabet (GOOGL US) a buy?

Hi Team GOOGL has been sold off hard on ongoing anti trust concerns etc. and is now trading well below it's 200 day moving average. I know this is on the MM hit list for the international equities portfolio so do you guys see this as a buying opportunity, or are there real concerns with pending DoJ actions? If you are still keen, where would your buy entry be? Thanks Alex
Latest View Points
WAF
EVN
GOLD US
ZG US
REA
CAR
XRO
NXT
PDN
CCJ US
BOE
URNM US
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Chart of the week

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LME Copper 3-months ($US/MT)
image description
Aus. Investment blog Subscribe to blog
 

Market Matters Reporting Calendar

FY24 Reporting season is upon us - Download a full reporting Calendar here
Reporting
 

Should we sell Goodman Group (GMG)?

GMG slipped over 2% on Monday when half the Real Estate Sector managed to advance. This is a quality business; the question we have asked ourselves of late is how far it can rally.
ASX:GMG
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