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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.49%

4DX.AX

4.37%

ABG.AX

-0.96%

ASK.AX

-1.1%

AIS.AX

6.17%

AGL.AX

-0.43%

AIZ.AX

-5.48%

AAI.AX

-7.18%

ALK.AX

6.57%

A4N.AX

6.8%

ALQ.AX

-2.84%

AMC.AX

-3.87%

AOV.AX

-3.11%

AMP.AX

0.82%

AEL.AX

ALD.AX

0.42%

ANN.AX

-1.92%

ANZ.AX

-1.13%

APA.AX

-1.04%

ARU.AX

5.66%

ARB.AX

-3.06%

ARF.AX

-0.61%

ARG.AX

-0.91%

ALL.AX

1.21%

APZ.AX

-1.56%

ASX.AX

-1.71%

ALX.AX

-0.66%

AUB.AX

-1.18%

AIA.AX

0.15%

AZJ.AX

-1.52%

ABB.AX

-1.05%

ASB.AX

-2.51%

AAC.AX

-0.78%

AFG.AX

5.14%

AFI.AX

-1.21%

AUI.AX

-1.6%

BOQ.AX

-0.29%

BMN.AX

2.54%

BCI.AX

4.05%

BPT.AX

-1.17%

BGA.AX

1.43%

BGL.AX

-6.12%

BEN.AX

-0.2%

BNZ.AX

-8.94%

BHP.AX

-1.82%

BKI.AX

BC8.AX

2.43%

XYZ.AX

1.25%

BSL.AX

4.32%

BOE.AX

2.63%

BXB.AX

-0.36%

BVS.AX

4.59%

BRE.AX

-1.42%

BRG.AX

-3.68%

BFL.AX

1.88%

BWP.AX

-0.55%

CMM.AX

-2%

CSC.AX

-2.67%

CAR.AX

0.22%

CYL.AX

8.4%

CAT.AX

1.2%

CWP.AX

-2.73%

CNI.AX

-0.32%

CIP.AX

COF.AX

-0.52%

CHN.AX

-3.36%

CGF.AX

0.38%

CIA.AX

-0.42%

CHC.AX

-2.53%

CLW.AX

-1.44%

CQR.AX

-0.52%

CQE.AX

-2.68%

CNU.AX

4.76%

C79.AX

-3.32%

CVL.AX

-1.95%

CU6.AX

-1.44%

CWY.AX

-0.43%

CBO.AX

7.57%

COH.AX

-1.32%

CDA.AX

-2.75%

COL.AX

0.75%

CKF.AX

-1.43%

CBA.AX

-0.97%

CPU.AX

-1.28%

CEN.AX

-5.38%

CXO.AX

-2.38%

CCP.AX

-2.55%

CMW.AX

-1.25%

CSL.AX

2.88%

CCL.AX

-1.84%

DBI.AX

0.2%

DTL.AX

-0.86%

DTR.AX

-5.21%

DYL.AX

2.72%

DRR.AX

-4.11%

DVP.AX

0.24%

DXS.AX

-0.17%

DXI.AX

-1.26%

DDR.AX

-0.35%

DGT.AX

-5.07%

DUI.AX

-0.6%

DJW.AX

DMP.AX

-2.27%

DOW.AX

-0.53%

DPM.AX

0.79%

DRO.AX

-1.43%

DUR.AX

2.64%

DNL.AX

-2.61%

APE.AX

0.5%

EBO.AX

1.85%

ELD.AX

3.92%

EOS.AX

2.59%

ELV.AX

5.41%

ELS.AX

3.87%

EHL.AX

2.14%

EMR.AX

-2.93%

EDV.AX

-0.81%

ERA.AX

-14.29%

EQR.AX

9.43%

EQT.AX

2.57%

EVN.AX

1.64%

EVT.AX

3.18%

FCL.AX

2.14%

FFM.AX

0.64%

FPH.AX

-2.44%

FBU.AX

-1.09%

FLT.AX

-0.61%

FML.AX

1.56%

FMG.AX

-0.42%

FGX.AX

FGG.AX

-0.94%

GLF.AX

-4%

GDG.AX

-0.52%

GMD.AX

2.18%

GTK.AX

-5.03%

GNP.AX

0.65%

GMG.AX

-0.35%

GPT.AX

-0.87%

GQG.AX

2.42%

GNG.AX

6.41%

GNC.AX

-1.75%

GGP.AX

-7.25%

GOZ.AX

1.39%

GCI.AX

GYG.AX

-4.46%

GWA.AX

1.37%

HSN.AX

-5.44%

HVN.AX

-1.37%

HGH.AX

-2.45%

HM1.AX

1.08%

HLI.AX

-0.21%

HMC.AX

-3.43%

HDN.AX

-0.42%

HUB.AX

-2.35%

IEL.AX

-0.76%

IGO.AX

-2.85%

ILU.AX

-0.79%

IMD.AX

-4.76%

IMR.AX

7.14%

IFT.AX

0.78%

INA.AX

-2.52%

ING.AX

-1.35%

IFL.AX

0.43%

IAG.AX

0.97%

IDX.AX

4.66%

IPX.AX

-1.12%

IPH.AX

-1.51%

IRE.AX

-1.29%

JHX.AX

-3.31%

JBH.AX

-4.12%

JDO.AX

2.68%

JMS.AX

KAR.AX

-1.99%

KLS.AX

-1.03%

KCN.AX

-9.51%

KKC.AX

0.48%

GLS.AX

-0.29%

L1G.AX

-1.33%

LSF.AX

-2.12%

LRV.AX

-4.44%

LFS.AX

-6.93%

LLC.AX

-1.79%

LFG.AX

0.58%

360.AX

-4.69%

LIC.AX

-2.02%

LNW.AX

-2%

LIN.AX

-0.67%

LTR.AX

0.69%

LOV.AX

0.25%

LYL.AX

-3.04%

LYC.AX

-2.15%

MA1.AX

MAF.AX

-3.15%

MGH.AX

3.77%

MAH.AX

MQG.AX

-0.56%

MAQ.AX

-0.98%

MAD.AX

-1.73%

MFG.AX

-2.24%

MAU.AX

1.07%

MMS.AX

-2.56%

MPL.AX

-2.77%

MP1.AX

MCY.AX

4.23%

MEZ.AX

-1.31%

MSB.AX

-0.48%

MLX.AX

-0.84%

MTS.AX

MOT.AX

2.97%

MXT.AX

-0.52%

MFF.AX

-4.35%

MIN.AX

0.53%

MI6.AX

2.5%

MIR.AX

-1.98%

MGR.AX

-0.28%

MND.AX

MYS.AX

5.94%

NAN.AX

1.76%

NAB.AX

-2.25%

NSR.AX

NGI.AX

-1.95%

NWL.AX

-1.67%

NEU.AX

1.68%

NHC.AX

3.25%

NEM.AX

-2.59%

NWS.AX

-0.21%

NXG.AX

-1.22%

NXT.AX

-3.89%

NHF.AX

1.49%

NCK.AX

-0.39%

NIC.AX

NEC.AX

2.92%

NST.AX

-2.43%

NWH.AX

0.18%

NUF.AX

-2.36%

OCL.AX

4.45%

OML.AX

0.53%

OPH.AX

-1.87%

OBM.AX

-7.81%

ORI.AX

-0.72%

ORG.AX

2.13%

ORA.AX

-1.04%

PDN.AX

-0.83%

PNR.AX

-2.61%

PPC.AX

6.25%

PPM.AX

-4.85%

PRN.AX

-1.06%

PPT.AX

1.51%

PCI.AX

0.47%

PRU.AX

1.05%

PXA.AX

-0.46%

PNI.AX

0.31%

PL8.AX

-0.36%

PLS.AX

2.42%

PGF.AX

-2.1%

PNV.AX

PDI.AX

-2.5%

PMV.AX

-4.31%

PME.AX

-2.09%

PFP.AX

-1.93%

PWH.AX

4.78%

PYC.AX

-2.56%

QAN.AX

-1.07%

QBE.AX

-1.11%

QAL.AX

1.24%

QRI.AX

0.65%

QUB.AX

0.61%

RAC.AX

-2.41%

RMS.AX

-3.32%

RHC.AX

-0.5%

REA.AX

-1.12%

RDX.AX

-0.63%

REH.AX

-2.35%

RF1.AX

-3.34%

RPL.AX

-1.21%

RG1.AX

-2.3%

RGN.AX

REG.AX

5.22%

RRL.AX

-2.67%

RWC.AX

-5.71%

RMD.AX

-0.46%

RSG.AX

0.38%

SGLLV.AX

4.26%

RIC.AX

-3.02%

RIO.AX

-2.93%

RXR.AX

-2.9%

RXL.AX

-6.45%

RFF.AX

1.97%

SFR.AX

-0.76%

SMI.AX

7.14%

STO.AX

-0.5%

SCG.AX

-0.29%

SEK.AX

2.56%

SHV.AX

0.78%

SRV.AX

4.69%

SSM.AX

-0.25%

SGH.AX

-2.44%

SHA.AX

-0.9%

SIG.AX

4.51%

SLX.AX

1.95%

SGM.AX

-4.05%

SDR.AX

-4.04%

SKC.AX

-3.17%

SIQ.AX

-1.46%

SHL.AX

-2.38%

S32.AX

-1.73%

SX2.AX

4.62%

SXE.AX

-1.67%

SPK.AX

-1.97%

SRG.AX

2.88%

SBM.AX

3.6%

SMR.AX

5.86%

SDF.AX

-0.24%

SGP.AX

-2.28%

SNZ.AX

-2.53%

SUN.AX

0.7%

SRL.AX

-6.61%

SUL.AX

-1.69%

SLC.AX

1.6%

SNL.AX

6.83%

SYL.AX

-4.44%

TAH.AX

-2.04%

TEA.AX

10.47%

TNE.AX

3.96%

TLX.AX

2.74%

TLS.AX

-0.19%

TPW.AX

-2%

A2M.AX

0.11%

TLC.AX

-1.12%

SGR.AX

8.7%

TVN.AX

1.67%

TWR.AX

0.65%

TPG.AX

1.5%

TCL.AX

-1.08%

TWE.AX

-2.41%

TUA.AX

1.15%

TCG.AX

7.26%

UNI.AX

-1.7%

VAU.AX

-6.05%

VNT.AX

-3.15%

VCX.AX

VGN.AX

-5.04%

VEA.AX

-2.88%

VUL.AX

0.34%

VSL.AX

-3.34%

WA1.AX

2.07%

WGN.AX

-3.82%

WAM.AX

WGB.AX

0.46%

WLE.AX

-0.36%

SOL.AX

-0.98%

WPR.AX

WEB.AX

2.86%

WBT.AX

2.81%

WES.AX

-0.83%

WAF.AX

1.38%

WGX.AX

-1.67%

WBC.AX

-1.05%

WHF.AX

-0.2%

WHC.AX

3.91%

WIA.AX

-4.55%

WTC.AX

3.3%

WDS.AX

1.01%

WOW.AX

-0.87%

WOR.AX

1.53%

XRO.AX

0.03%

YAL.AX

3.49%

ZIM.AX

1.23%

ZIP.AX

-2.36%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	141.97	-1.18	-0.82
SSO ASX Small Caps	15.04	-0.36	-2.34
IVV S&P 500	62.16	-0.57	-0.91
NDQ Nasdaq	50.63	-0.52	-1.02
F100 FTSE 100	14.33	-0.15	-1.04
ASIA Asia Tech	15.00	-0.47	-3.04
IEU Europe	93.74	-0.8	-0.85
IEM Emerging Markets	81.79	-0.92	-1.11
Gold Gold	61.13	-1.91	-3.03
ACDC Battery Tech	137.89	-0.75	-0.54

COMMODITIES	Close($)	-/+	%
Gold	4,564.64	-83.5851	-1.8
Silver	69.45	-3.45	-4.73
Platinum	1,957.30	-13.8001	-0.7
Palladium	1,427.27	-19.6266	-1.36
Ice Brent Crude	107.59	0.21	0.2
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7034	-0.0052	-0.73
Euro	1.1561	-0.0027	-0.23
British Pound	1.3338	-0.0092	-0.69
Canadian Dollar	1.3709	-0.0029	-0.21
New Zealand Dollar	0.5835	-0.0037	-0.63
Chinese Yuan	6.8857	-0.0141	-0.2
Japanese Yen	159.1900	1.47	0.93

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.47	-4.12%	23.57%	0.28 0.75
BGL	Bellevue Gold Ltd	1.38	-6.12%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	47.47	-1.82%	22.22%	33.25 59.39
FMG	Fortescue Ltd	18.96	-0.42%	15.46%	13.18 23.38
NHC	New Hope Corporation Ltd	5.71	3.25%	31.67%	3.33 5.79
WHC	Whitehaven Coal Ltd	9.30	3.91%	55.11%	4.26 9.59
NEM	Newmont Cdi	142.46	-2.59%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.20	-1.22%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.60	-0.76%	39.73%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TEA	Tasmea	4.75	10.47
EQR	Eq Resources	0.29	9.43
SGR	The Star Enterta	0.13	8.7
CYL	Catalyst Metals	6.58	8.4
CBO	Cobram Estate	3.27	7.57
TCG	Turaco Gold	0.67	7.26
IMR	Imricor Medical	1.95	7.14
SMI	Santana Minerals	0.83	7.14
SNL	Supply Network	33.00	6.83
A4N	Alpha Hpa	0.55	6.8

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-14.29
KCN	Kingsgate Consol	5.14	-9.51
BNZ	Benz Mining-cdi	1.99	-8.94
OBM	Ora Banda Mining	1.18	-7.81
GGP	Greatland Resour	10.11	-7.25
AAI	Alcoa Corpor Cdi	83.03	-7.18
LFS	Latitude Group	0.94	-6.93
SRL	Sunrise Energy	7.35	-6.61
RXL	Rox Resources	0.44	-6.45
BGL	Bellevue Gold	1.38	-6.12

OPINION

Latest Market Matters Opinions

20/03/2026 17:14

Broker Moves

• Sigma Healthcare Raised to Buy at Jefferies; PT A$3.05 • Sonic Healthcare Raised to Neutral at Citi; PT A$21.50 • 29Metals Rated New Buy at Morgans Financial Limited • DroneShield Rated New Hold at Jefferies; PT A$3.70 • Sigma Healthcare Raised to Buy at Jefferies; PT A$3.05 • Sonic Healthcare Raised to Neutral at Citi; PT A$21.50 • 29Metals Rated New Buy at Morgans Financial Limited • DroneShield Rated New Hold at Jefferies; PT A$3.70

20/03/2026 17:14

Premier Investments (PMV) $11.98

PMV -4.31%: delivered a softer 1H result with profit down year-on-year. The market initially responded positively to improving momentum in Peter Alexander and signs management is addressing the underperformance at Smiggle, though the stock traded lower through day, with a -12% swing and closing lower on the session.

ACTION

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ETF Friday: Looking at 4 ETFs in the cross hairs of the Middle East conflict

Morning report 20/03/2026

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The Match Out: ASX slips as gold unwinds and materials weigh to close out a tough week

Afternoon report 20/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Thoughts on PE1 as a vehicle to get exposure to SpaceX

With rising chatter over the likely public listing of SpaceX is MM keen to get exposure to what may be the largest ipo in history! If so do you see PE1, Pengana Private Equity Trust as a good vehicle to gain exposure? I’ve read that SpaceX is now 14% of the fund but is otherwise diversified across 550 private companies also including Anthropic and OpenAi, other ipo likely exciting candidates.

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

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