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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

AAI.AX

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.51	0	0
SSO ASX Small Caps	13.75	0	0
IVV S&P 500	74.25	0	0
NDQ Nasdaq	63.50	0	0
F100 FTSE 100	15.16	0	0
ASIA Asia Tech	20.00	0	0
IEU Europe	94.89	0	0
IEM Emerging Markets	94.63	0	0
Gold Gold	54.29	0	0
ACDC Battery Tech	114.35	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,099.50	-57.25	-1.38
Silver	55.53	-3.9051	-6.57
Platinum	1,599.06	-64.2878	-3.86
Palladium	1,092.77	-33.1805	-2.95
Ice Brent Crude	106.29	-0.36	-0.34
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6969	-0.0011	-0.16
Euro	1.1154	-0.0044	-0.39
British Pound	1.3187	-0.0065	-0.49
Canadian Dollar	1.4234	0.002	0.14
New Zealand Dollar	0.5590	-0.0019	-0.34
Chinese Yuan	6.6926	-0.0011	-0.02
Japanese Yen	158.3300	0.02	0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	0%	91.67%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.86	0%	46.29%	40.18 68.77
FMG	Fortescue Ltd	15.32	0%	-19.75%	15.19 23.38
NHC	New Hope Corporation Ltd	5.98	0%	53.59%	3.77 6.61
WHC	Whitehaven Coal Limited	7.75	0%	20.34%	6.66 9.90
NEM	Newmont Cdi	164.56	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.06	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.09	0%	38.51%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
AAI	Cdi 1:1	59.30
29M	29metals	0.33
4DX	4dmedical	3.80
ABG	Abacus Group Unt	0.79
AIS	Aeris Resources	0.47
AGL	Agl Energy Limit	8.74
A1M	Aic Mines	0.82
AIZ	Air New Zealand	0.31
ALK	Alkane	1.75
A4N	Alpha Hpa	0.47

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.21
ZIM	Zimplats Holding	15.00
YAL	Yancoal Australi	6.12
XRO	Xero Fpo	59.53
WOR	Worley Fpo	9.34
WOW	Woolworths Group	39.59
WDS	Woodside Energy	33.20
WTC	Wisetech Global	33.55
WIA	Wia Gold	0.45
WHC	Whitehaven Coal	7.75

OPINION

Latest Market Matters Opinions

14/10/2026 17:06

Broker Moves

• Wesfarmers Raised to Overweight at Barrenjoey; PT A$89 • FleetPartners Group Cut to Equal-Weight at Morgan Stanley • Superloop Rated New Buy at Jefferies; PT A$3.60 • Karoon Energy Raised to Overweight at Morgan Stanley; PT A$1.85 • PLS Group Raised to Buy at Bell Potter; PT A$4.40 • PLS Group Raised to Accumulate at Morgans Financial Limited • Mineral Resources Raised to Buy at Morgans Financial Limited

14/10/2026 17:05

Rio Tinto (ASX: RIO) $160.48

RIO -0.32%: Delivered a broadly solid September quarter, with Pilbara shipments slightly ahead of expectations and its major growth projects progressing to plan. While the operational result was relatively uneventful, the combination of productivity improvements, capital discipline and increasing copper exposure is encouraging.

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Market Matters Content

Portfolio Positioning: Stock & Sector rotation determining portfolio performance

Morning report 14/10/2026

Afternoon Report

The Match Out: Banks reverse Tuesday’s rally as ASX snaps three-day winning streak

Afternoon report 14/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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