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ANALYSIS

Market Analysis

AAI.AX

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.86	0	0
SSO ASX Small Caps	14.26	0	0
IVV S&P 500	74.20	0	0
NDQ Nasdaq	64.86	0	0
F100 FTSE 100	14.95	0	0
ASIA Asia Tech	21.85	0	0
IEU Europe	95.37	0	0
IEM Emerging Markets	98.99	0	0
Gold Gold	54.03	0	0
ACDC Battery Tech	122.70	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,163.45	23.9626	0.58
Silver	61.69	0.635	1.04
Platinum	1,707.77	-13.482	-0.78
Palladium	1,166.82	-6.0157	-0.51
Ice Brent Crude	100.22	-2.03	-1.99
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6982	0	0
Euro	1.1254	-0.0004	-0.04
British Pound	1.3266	-0.0006	-0.05
Canadian Dollar	1.4207	0.0001	0.01
New Zealand Dollar	0.5620	-0.0001	-0.02
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	158.1300	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	0.90	0%	119.28%	0.41 0.94
BGL	Bellevue Gold Limited	1.52	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	62.86	0%	47.08%	40.18 68.77
FMG	Fortescue Ltd	16.41	0%	-16.07%	16.02 23.38
NHC	New Hope Corporation Ltd	5.90	0%	48.85%	3.77 6.61
WHC	Whitehaven Coal Limited	7.64	0%	14.33%	6.33 9.90
NEM	Newmont Cdi	164.30	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.93	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.38	0%	48.83%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
AAI	Cdi 1:1	62.60
29M	29metals	0.35
4DX	4dmedical	4.07
ABG	Abacus Group Unt	0.82
AIS	Aeris Resources	0.47
AGL	Agl Energy Limit	8.32
A1M	Aic Mines	0.90
AIZ	Air New Zealand	0.32
ALK	Alkane	1.84
A4N	Alpha Hpa	0.66

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.07
ZIM	Zimplats Holding	14.38
YAL	Yancoal Australi	5.84
XRO	Xero Fpo	55.71
WOR	Worley Fpo	9.57
WOW	Woolworths Group	38.12
WDS	Woodside Energy	31.24
WTC	Wisetech Global	31.90
WIA	Wia Gold	0.47
WHC	Whitehaven Coal	7.64

OPINION

Latest Market Matters Opinions

06/10/2026 17:00

Broker Moves

• Arena REIT Raised to Overweight at Barrenjoey; PT A$2.50 • Verbrec Ltd Rated New Buy at Unified Capital • Singular Health Rated New Speculative Buy at Canaccord • Ionic Rare Earths Rated New Speculative Buy at Canaccord

06/10/2026 16:59

What Mattered Today

The ASX moved higher for a third straight session with some confidence returning to the market. The rally was driven by a very different mix of stocks to what we saw on Wall Street overnight, with Real Estate leading despite bond-yields remaining elevated, and Materials also looking strong. Technology was the only significant detractor, failing to mirror the move seen overnight in the US as the tech-focused Nasdaq surged to new all-time highs.

ACTION

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Market Matters Content

Macro Monday, on a Tuesday: Bond yields continue to weigh on stocks

Morning report 06/10/2026

Afternoon Report

The Match Out: ASX continues its bounce as REITs and Materials drive gains

Afternoon report 06/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 03/10/2026

The Metrics saga

Hi How much reputational damage do you think Metrics and their listed entities will suffer because of the ongoing saga with getting their accounts signed off by their auditors? The shares are still suspended as I write this after the close on Thursday and it doesn't look like they're any closer to a resolution of the problem. Do you expect that the shares will be hammered when they are allowed to trade again or is most of the bad news already accounted for in the share price? Cheers, Carl

Ask James

Question asked 03/10/2026

Northern Star (ASX: NST) and Gold Fields (GFI US)

Morning Gents, It's only Monday, so things may have changed. So, Gold Fields successfully took Gold Road Resources very recently and now they've made what I imagine to be just an opening bid for Northern Star. Do you think they'll pursue this and would it potentially be a good deal for NST shareholders?

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