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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

4DX.AX

-4.23%

ABG.AX

2.17%

AIS.AX

1.23%

AGL.AX

1.41%

A1M.AX

-4%

AIZ.AX

1.67%

AAI.AX

-0.2%

ALK.AX

-0.15%

A4N.AX

-2.81%

ALQ.AX

1.03%

AMC.AX

-0.11%

AOV.AX

0.58%

AMP.AX

1.42%

AEL.AX

1.08%

ALD.AX

-0.47%

ANN.AX

-2.58%

ANZ.AX

2.06%

APA.AX

0.36%

ARU.AX

-1.56%

ARB.AX

-0.3%

ARF.AX

0.76%

ARG.AX

0.22%

ALL.AX

0.4%

APZ.AX

0.64%

ASX.AX

1.85%

ALX.AX

2.19%

AIA.AX

0.67%

AXQ.AX

-2.25%

AMI.AX

1.16%

AZJ.AX

0.92%

AFI.AX

0.44%

AUC.AX

1.02%

ABB.AX

1.67%

ASB.AX

-2.26%

AUB.AX

0.41%

AAC.AX

0.57%

ACL.AX

2.7%

AUI.AX

0.49%

BMN.AX

-0.14%

BAP.AX

-4.31%

BCI.AX

1.47%

BPT.AX

3.57%

BGA.AX

BGL.AX

0.35%

BEN.AX

2.1%

BNZ.AX

-2.56%

BHP.AX

-0.98%

BOQ.AX

2.34%

BKI.AX

0.56%

XYZ.AX

-0.03%

BSL.AX

-1.09%

BOE.AX

0.34%

BXB.AX

0.55%

BVS.AX

-1.59%

BRE.AX

-1.37%

BRG.AX

0.13%

BTR.AX

-0.83%

BFL.AX

-1.15%

BWP.AX

0.85%

CMM.AX

0.66%

CSC.AX

-2.33%

CAR.AX

1.29%

CIN.AX

1.19%

CYL.AX

0.96%

CAT.AX

1.38%

CWP.AX

1.75%

CNI.AX

0.89%

CIP.AX

1.44%

COF.AX

0.58%

CGF.AX

1.62%

CIA.AX

-17.04%

CLW.AX

2.13%

CHC.AX

2.25%

CQR.AX

-0.14%

CQE.AX

2.27%

CNU.AX

0.32%

C79.AX

-0.07%

CVL.AX

0.16%

CU6.AX

6.71%

CWY.AX

-0.17%

CBO.AX

9.25%

COH.AX

0.86%

CDA.AX

-1.15%

CGS.AX

COL.AX

-0.59%

CKF.AX

-1.18%

CPU.AX

-0.68%

CEN.AX

-0.88%

CXO.AX

-3.19%

CCP.AX

-2.07%

CMW.AX

3.03%

CSL.AX

0.18%

CCL.AX

-0.67%

CBA.AX

1.77%

DYL.AX

-2.19%

DBI.AX

-0.81%

DTL.AX

-0.2%

DRR.AX

DVP.AX

-6.41%

DXI.AX

1.28%

DXS.AX

0.71%

DDR.AX

-0.33%

DGT.AX

2.33%

DJW.AX

DMP.AX

0.33%

DOW.AX

1.08%

DPM.AX

-1.69%

DRO.AX

-2.23%

DUR.AX

-5.02%

DNL.AX

-0.75%

APE.AX

-1.27%

EBO.AX

-0.87%

ELD.AX

1.72%

EOS.AX

-1.98%

ELV.AX

-8.85%

EHL.AX

EMR.AX

-1.19%

EDV.AX

0.15%

EQR.AX

-0.83%

EQT.AX

-0.05%

EUR.AX

EVN.AX

0.38%

EVT.AX

-0.86%

FPH.AX

-0.42%

FDC.AX

0.56%

FCL.AX

3.66%

FFM.AX

-5.67%

FPR.AX

0.2%

FBU.AX

-0.56%

FLT.AX

-1.02%

FML.AX

-1.54%

FRS.AX

-1.59%

FMG.AX

0.14%

FGX.AX

0.74%

FGG.AX

0.31%

GLF.AX

-0.64%

GDG.AX

-2.66%

GNE.AX

1.07%

GMD.AX

1.12%

GNP.AX

5.85%

GMG.AX

2.06%

GPT.AX

1.6%

GQG.AX

-0.5%

GNG.AX

-1.4%

GNC.AX

1.55%

GGP.AX

1.25%

G6M.AX

GOZ.AX

0.39%

GCI.AX

GYG.AX

-0.93%

GWA.AX

HSN.AX

-2.08%

HVN.AX

0.88%

HGH.AX

2.06%

HM1.AX

-0.36%

HLI.AX

2.65%

HMC.AX

-0.68%

HDN.AX

0.68%

HUB.AX

0.56%

IEL.AX

0.23%

IGO.AX

0.19%

ILU.AX

1.85%

IMD.AX

-2.11%

IFT.AX

0.5%

INA.AX

1.9%

ING.AX

0.49%

IAG.AX

1.34%

IDX.AX

-11.06%

IPG.AX

-1.62%

IPX.AX

15.48%

IPH.AX

2.02%

IRE.AX

-0.36%

JHX.AX

-0.51%

JBH.AX

-1.01%

JDO.AX

0.81%

KAR.AX

2.53%

KLS.AX

0.38%

KCN.AX

-0.23%

KKC.AX

-1.01%

GLS.AX

-0.63%

LGF.AX

-0.44%

L1G.AX

1.33%

LSF.AX

-1.13%

LFS.AX

LLC.AX

1.09%

LFG.AX

-2.09%

360.AX

-0.24%

LIC.AX

0.48%

LNW.AX

-1.97%

LIN.AX

LTR.AX

-5.32%

LOV.AX

0.04%

LYL.AX

-1.53%

LYC.AX

0.36%

MA1.AX

0.82%

MAF.AX

0.54%

MGH.AX

-1.75%

MAH.AX

0.25%

MQG.AX

1.17%

MAQ.AX

0.33%

MAD.AX

-7.31%

MFG.AX

1.17%

MMS.AX

-0.39%

MPL.AX

2.14%

MP1.AX

-2.81%

MCY.AX

0.09%

MEZ.AX

-0.89%

MSB.AX

25%

MLX.AX

-0.89%

MTS.AX

-0.31%

MEI.AX

1.06%

MXT.AX

0.3%

MFF.AX

0.57%

MIN.AX

-1.06%

MI6.AX

-4.04%

MIR.AX

-0.84%

MGR.AX

0.55%

MND.AX

-0.4%

MYS.AX

1.62%

NAN.AX

-0.5%

NAB.AX

2.38%

NGI.AX

1.42%

NWL.AX

-0.61%

NEU.AX

6.23%

NHC.AX

1.62%

NMG.AX

5.08%

NEM.AX

0.24%

NWS.AX

-1.94%

NXG.AX

-0.4%

NXT.AX

-2.7%

NHF.AX

0.93%

NCK.AX

-1.67%

NIC.AX

-1.57%

NEC.AX

1.87%

NST.AX

-0.89%

NWH.AX

-1.1%

NUF.AX

-0.32%

NXL.AX

-2.6%

OCL.AX

-2.69%

OML.AX

-0.15%

OPH.AX

0.44%

OBM.AX

2.22%

ORI.AX

-0.84%

ORG.AX

1.71%

ORA.AX

0.5%

PDN.AX

0.25%

PNR.AX

2.56%

PDI.AX

2.07%

PPC.AX

0.36%

PPM.AX

0.88%

PRN.AX

-0.63%

PPT.AX

0.29%

PCI.AX

-0.93%

PRU.AX

0.25%

PXA.AX

0.22%

PNI.AX

1.47%

PL8.AX

0.37%

PLS.AX

-7.02%

PGF.AX

PNV.AX

3.18%

PMV.AX

-1.09%

PME.AX

-0.07%

PWH.AX

-0.3%

PYC.AX

QAN.AX

0.29%

QBE.AX

0.94%

QRI.AX

1.03%

QAL.AX

-0.85%

RMS.AX

-1.11%

RHC.AX

-1.85%

REA.AX

-0.69%

RDX.AX

-1.58%

REH.AX

0.38%

RF1.AX

-1.99%

RG1.AX

-1.25%

RPL.AX

0.47%

RGN.AX

1.99%

REG.AX

-0.21%

RRL.AX

-0.46%

RWC.AX

0.12%

RMD.AX

0.63%

RSG.AX

2.85%

SGLLV.AX

0.14%

RIC.AX

1.34%

RIO.AX

-0.81%

RXL.AX

0.9%

RFF.AX

1.04%

RYM.AX

0.69%

SFR.AX

-2.16%

STO.AX

1.33%

SCG.AX

SEK.AX

0.52%

SHV.AX

1.88%

SRV.AX

-1.13%

SGH.AX

0.81%

SHA.AX

-1.26%

SIG.AX

0.74%

SLX.AX

-1.13%

SGM.AX

-2.33%

SDR.AX

-0.15%

SKS.AX

-3.92%

SKC.AX

-0.91%

SIQ.AX

-0.24%

SHL.AX

0.48%

S32.AX

-2.14%

SX2.AX

-1.41%

SPK.AX

2.11%

SRG.AX

-0.44%

SSM.AX

1.14%

SBM.AX

1.49%

SMR.AX

1.74%

SDF.AX

SXE.AX

0.99%

SGP.AX

0.6%

SKG.AX

0.93%

SNZ.AX

0.97%

SUN.AX

-1.77%

SRL.AX

-3.56%

SUL.AX

-3.12%

SLC.AX

0.19%

SNL.AX

-1.17%

SYL.AX

-0.4%

TAH.AX

4.41%

TEA.AX

-1.57%

TNE.AX

-1.82%

TLX.AX

3.68%

TLS.AX

1.13%

TPW.AX

1.17%

A2M.AX

0.82%

KOA.AX

2.47%

TLC.AX

0.76%

SGR.AX

5.77%

TWR.AX

-1.48%

TPG.AX

1.72%

TCL.AX

0.11%

TWE.AX

0.17%

TUA.AX

-4.94%

TCG.AX

5.84%

UNI.AX

VAU.AX

1.17%

VNT.AX

-0.6%

VCX.AX

0.63%

VGN.AX

-2.25%

VMM.AX

-3.08%

VGL.AX

0.88%

VEA.AX

-1.41%

VUL.AX

1.95%

VSL.AX

-1.92%

WA1.AX

4.34%

WGN.AX

-1.46%

WGB.AX

-2.7%

WLE.AX

WAM.AX

SOL.AX

1.24%

WPR.AX

1.89%

WQG.AX

-2.34%

WEB.AX

-1.51%

WBT.AX

-1.93%

WES.AX

-3.99%

WAF.AX

1.04%

WGX.AX

1.21%

WBC.AX

1.97%

WHF.AX

0.86%

WHC.AX

1.6%

WIA.AX

-0.62%

WTC.AX

-2.34%

WDS.AX

1.91%

WOW.AX

-3.16%

WOR.AX

-0.36%

XRO.AX

-1.44%

YAL.AX

1.74%

ZIM.AX

-5.76%

ZIP.AX

3.44%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.20	0.6	0.41
SSO ASX Small Caps	13.67	0.06	0.44
IVV S&P 500	72.67	-0.34	-0.47
NDQ Nasdaq	60.53	-0.9	-1.47
F100 FTSE 100	15.15	0	0
ASIA Asia Tech	18.68	-0.44	-2.3
IEU Europe	94.84	0.07	0.07
IEM Emerging Markets	89.30	-0.88	-0.98
Gold Gold	52.35	-0.04	-0.08
ACDC Battery Tech	101.82	-2.05	-1.97

COMMODITIES	Close($)	-/+	%
Gold	4,041.39	-25.6482	-0.63
Silver	53.20	-0.775	-1.44
Platinum	1,518.41	-19.7093	-1.28
Palladium	1,006.50	-4.25	-0.42
Ice Brent Crude	114.34	0.46	0.4
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7053	0	0
Euro	1.1144	-0.0008	-0.07
British Pound	1.3320	-0.0005	-0.04
Canadian Dollar	1.3981	-0.0013	-0.09
New Zealand Dollar	0.5621	-0.0003	-0.05
Chinese Yuan	6.6615	-0.0045	-0.07
Japanese Yen	157.7600	-0.06	-0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.72	-4%	64.84%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	0.35%	27.23%	1.06 2.00
BHP	Bhp Group Ltd	57.47	-0.98%	33.92%	40.18 68.77
FMG	Fortescue Ltd	14.54	0.17%	-29.97%	14.13 23.38
NHC	New Hope Corporation Ltd	5.95	1.54%	46.87%	3.77 6.61
WHC	Whitehaven Coal Limited	7.92	1.67%	10.18%	6.66 9.90
NEM	Newmont Cdi	159.38	0.23%	0.00%	119.95 190.91
NXG	Nexgen Ene Cdi	12.47	-0.4%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.12	-2.19%	33.05%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MSB	Mesoblast	2.35	25
IPX	Iperionx	2.43	15.48
CBO	Cobram Estate	2.78	9.25
CU6	Clarity Pharmace	1.67	6.71
NEU	Neuren Pharma	20.13	6.23
GNP	Genusplus Group	8.50	5.85
TCG	Turaco Gold	0.73	5.84
SGR	The Star Enterta	0.14	5.77
NMG	New Murchison Go	0.06	5.08
TAH	Tabcorp Holdings	0.89	4.41

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CIA	Champion Iron	1.88	-17.04
IDX	Integ Diag Fpo	1.85	-11.06
ELV	Elevra Lth Fpo	3.40	-8.85
MAD	Mader Group	5.71	-7.31
PLS	Pls Group Limite	2.78	-7.02
DVP	Develop Global	3.94	-6.41
ZIM	Zimplats Holding	13.10	-5.76
FFM	Firefly Metals L	1.37	-5.67
LTR	Liontown	0.67	-5.32
DUR	Duratec	2.08	-5.02

OPINION

Latest Market Matters Opinions

29/10/2026 09:37

Microsoft (MSFT) $US531.01

Microsoft (MSFT) reported after the close and was trading around 3% higher after hours, after delivering another strong quarter led by Azure and broader cloud growth.

29/10/2026 09:37

Alphabet (GOOGL) reported after the close and was trading around 9% lower after hours, with the market focusing on softer Search and advertising trends, weaker margins and the scale of AI-related capital spending despite another exceptional quarter from Google Cloud.

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Market Matters Content

What Matters Today: Should we fade Wednesday’s hot CPI print?

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Ask James ASK A QUESTION

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Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

HI MM Team of very insightful market commentaries (and a very friendly team to engage with). Re Wesfarmers (ASX: WES) has been on your Hit List for a while I note the overall market analysis rating WES is a Sell to Strong Sell the stock appears to have great recovery drivers and keen buyers at lower levels i.e. around $72-75. I am interested given your recent portfolio buy of JBH as to what is your current view on WES and comparison to JBH? Thanks Steve K

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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Why is Elsight (ASX: ELS) plunging over 20%?

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Sandfire Resources Ltd(ASX: SFR) is soaring ~5% today

Sandfire is soaring this morning driven by a wave of analyst upgrades following its Q1 FY27 production report released on October 27.

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Morning Report

What Matters Today: Should we fade Wednesday’s hot CPI print?

Morning report 29/10/2026

Afternoon Report

The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

Afternoon report 28/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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