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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-6.25%

4DX.AX

-2.1%

ABG.AX

-0.83%

AIS.AX

4.74%

AGL.AX

-0.64%

A1M.AX

-4.52%

AIZ.AX

-1.52%

AAI.AX

-2.53%

ALK.AX

-1.52%

A4N.AX

-0.9%

ALQ.AX

-0.71%

AMC.AX

0.25%

AOV.AX

-0.47%

AMP.AX

-0.21%

ALD.AX

-2.37%

ASL.AX

-0.17%

ANN.AX

1.21%

ANZ.AX

-1.3%

APA.AX

-0.46%

ARU.AX

-1.19%

ARB.AX

-5.35%

ARF.AX

-2.31%

ARG.AX

0.11%

ALL.AX

-1.45%

AYA.AX

2.93%

APZ.AX

-1.71%

ASX.AX

-0.18%

ALX.AX

-2.19%

AUB.AX

-0.67%

AIA.AX

-0.56%

AXQ.AX

-0.31%

AMI.AX

3.61%

AZJ.AX

-0.67%

AUC.AX

-1.06%

ABB.AX

-4.02%

ASB.AX

-1.07%

AAC.AX

-0.56%

ACL.AX

-1.22%

AEF.AX

-3.54%

AFI.AX

-0.44%

AUI.AX

-4.55%

BOQ.AX

0.16%

BMN.AX

1.89%

BCI.AX

2.15%

BPT.AX

-1.15%

BGA.AX

-0.48%

BGL.AX

-2.32%

BEN.AX

-0.52%

BNZ.AX

0.24%

BHP.AX

-1.13%

BKI.AX

1.36%

BC8.AX

-1.3%

XYZ.AX

1.18%

BSL.AX

-0.47%

BMC.AX

2.3%

BOE.AX

-15.7%

BXB.AX

-0.51%

BVS.AX

-2.42%

BRE.AX

-3.75%

BRG.AX

-1.76%

BTR.AX

11.11%

BFL.AX

-0.13%

BWP.AX

-1.49%

CMM.AX

-2.25%

CSC.AX

0.06%

CAR.AX

-4.1%

CIN.AX

CYL.AX

-1.59%

CAT.AX

-2.02%

CWP.AX

-2.7%

CNI.AX

-15.79%

CIP.AX

-1.54%

COF.AX

-1.69%

CHN.AX

-2.08%

CGF.AX

-1.09%

CIA.AX

-1.39%

CHC.AX

-2.57%

CLW.AX

-0.28%

CQR.AX

-0.63%

CQE.AX

-0.41%

CNU.AX

-0.8%

C79.AX

-2.19%

CVL.AX

-1.32%

CU6.AX

-5.6%

CWY.AX

0.59%

CBO.AX

0.75%

COH.AX

-1.31%

CDA.AX

-0.71%

CGS.AX

3.59%

COL.AX

-1.39%

CKF.AX

-0.48%

CBA.AX

-0.16%

CPU.AX

-0.66%

CEN.AX

-1.08%

CXO.AX

-3.33%

CCP.AX

-0.91%

CMW.AX

-2.44%

CSL.AX

0.48%

CCL.AX

-2.42%

DBI.AX

-1.31%

DTL.AX

-0.81%

DYL.AX

-2.78%

DRR.AX

-1.54%

DVP.AX

6.19%

DXS.AX

-0.95%

DXI.AX

-0.83%

DDR.AX

-0.93%

DGT.AX

0.19%

DJW.AX

DMP.AX

5.9%

DOW.AX

-0.15%

DPM.AX

-3.17%

DRO.AX

-1.3%

DUR.AX

-1.15%

DNL.AX

0.13%

APE.AX

-6.19%

EBO.AX

-5.74%

EIQ.AX

-0.97%

ELD.AX

1.19%

EOS.AX

1.11%

ELV.AX

-1.82%

ELS.AX

2.77%

EHL.AX

0.9%

EMR.AX

-1.59%

EDV.AX

-0.49%

EOL.AX

-2.45%

EQR.AX

4.49%

EQT.AX

-1.69%

EUR.AX

1.33%

EVN.AX

-1.57%

EVT.AX

-0.85%

FDC.AX

3.02%

FCL.AX

-0.86%

FFM.AX

1.04%

FPH.AX

-1.54%

FPR.AX

-1.19%

FBU.AX

-0.45%

FLT.AX

2.08%

FML.AX

-2.74%

FRS.AX

-2.47%

FMG.AX

0.23%

FRW.AX

FGX.AX

FGG.AX

-0.31%

GLF.AX

-1.73%

GDG.AX

-18.62%

GNE.AX

0.9%

GMD.AX

-1.8%

GNP.AX

-2.24%

GMG.AX

-0.99%

GPT.AX

-1.17%

GQG.AX

-2.89%

GNG.AX

-1.84%

GNC.AX

5.69%

GGP.AX

-2.59%

G6M.AX

4.55%

GOZ.AX

-1.44%

GCI.AX

-0.48%

GYG.AX

1.14%

GWA.AX

-0.74%

HSN.AX

-0.71%

HVN.AX

-1.41%

HGH.AX

0.48%

HM1.AX

0.5%

HLI.AX

-1.46%

HMC.AX

5.83%

HDN.AX

HUB.AX

-2.56%

IGO.AX

3.3%

ILU.AX

-1.4%

IMD.AX

-2.9%

IMR.AX

-0.77%

IFT.AX

-1.91%

INA.AX

-3.38%

ING.AX

1.5%

IAG.AX

-0.45%

IDX.AX

-1.07%

IPG.AX

-0.71%

IPX.AX

-1.96%

IPH.AX

-6.35%

IRE.AX

-1.63%

JHX.AX

-1.6%

JBH.AX

-2.89%

JDO.AX

-0.48%

JMS.AX

KAR.AX

-1.88%

KLS.AX

-2.97%

KCN.AX

-2.22%

KKC.AX

0.46%

GLS.AX

-0.47%

L1G.AX

-3.49%

LSF.AX

1.35%

LGF.AX

-1.25%

LRV.AX

-0.58%

LFS.AX

-0.53%

LLC.AX

0.52%

LFG.AX

-0.29%

360.AX

-1.95%

LIC.AX

-1.39%

LNW.AX

0.63%

LIN.AX

1.3%

LTR.AX

-3.33%

LOV.AX

-2.17%

LYL.AX

2.84%

LYC.AX

1.63%

MA1.AX

-0.39%

MAF.AX

-1.28%

MGH.AX

-0.54%

MAH.AX

-2.64%

MQG.AX

-0.68%

MAQ.AX

1.88%

MAD.AX

-1.56%

MFG.AX

-13.76%

MMS.AX

-8.24%

MPL.AX

-0.73%

MP1.AX

-2%

MCY.AX

-0.52%

MEZ.AX

-2.63%

MSB.AX

1.27%

MLX.AX

0.77%

MTS.AX

-1.99%

MEI.AX

-1.09%

MOT.AX

MXT.AX

-0.52%

MFF.AX

-0.56%

MIN.AX

-2.42%

MI6.AX

-2.91%

MIR.AX

-0.78%

MGR.AX

-1.76%

MND.AX

0.07%

MYS.AX

-1.41%

NAN.AX

-2.83%

NAB.AX

-0.64%

NGI.AX

-1.32%

NWL.AX

-3.41%

NEU.AX

2.23%

NHC.AX

0.26%

NMG.AX

-0.69%

NEM.AX

-1%

NWS.AX

0.25%

NXG.AX

-1.28%

NXT.AX

-1.52%

NHF.AX

-1.68%

NCK.AX

-2.04%

NIC.AX

-1.71%

NEC.AX

-8.13%

NST.AX

0.68%

NWH.AX

NUF.AX

1.29%

NXL.AX

-6.34%

OCL.AX

-22.25%

OML.AX

OPH.AX

-2.33%

OBM.AX

-1.24%

ORI.AX

-0.54%

ORG.AX

-1.51%

ORA.AX

0.84%

PDN.AX

-2.7%

PNR.AX

-0.54%

PPC.AX

-2.49%

PPM.AX

0.52%

PRN.AX

-0.85%

PPT.AX

3.12%

PCI.AX

0.45%

PRU.AX

-0.6%

PXA.AX

0.06%

PNI.AX

-2.01%

PL8.AX

0.35%

PLS.AX

-2.36%

PGF.AX

PNV.AX

5.97%

PDIDB.AX

-2.39%

PMV.AX

-0.64%

PME.AX

-1.18%

PWH.AX

2.33%

PYC.AX

3.69%

QAN.AX

3.9%

QBE.AX

0.21%

QAL.AX

-5.4%

QRI.AX

-0.32%

RMS.AX

-2.72%

RHC.AX

13.47%

REA.AX

-1.65%

RDX.AX

-0.14%

REH.AX

-0.24%

RF1.AX

-1.68%

RPL.AX

-2.03%

RG1.AX

-0.39%

RGN.AX

-0.22%

REG.AX

-0.49%

RRL.AX

-1.27%

RWC.AX

0.96%

RMD.AX

0.79%

RSG.AX

-2.3%

SGLLV.AX

0.07%

RIC.AX

-0.58%

RIO.AX

-0.76%

RXL.AX

-3.31%

RFF.AX

-1.28%

RYM.AX

0.87%

SFR.AX

-2.96%

SMI.AX

0.45%

STO.AX

0.12%

SCG.AX

-1.38%

SEK.AX

-1.35%

SHV.AX

-0.44%

SRV.AX

-1.47%

SSM.AX

-1.39%

SGH.AX

0.57%

SHA.AX

0.82%

SIG.AX

-7.92%

SLX.AX

1.37%

SGM.AX

-0.37%

SDR.AX

-1.93%

SKS.AX

4.62%

SKC.AX

-4.31%

SIQ.AX

-14.03%

SHL.AX

0.47%

S32.AX

0.68%

SX2.AX

-3.65%

SXE.AX

1.35%

SPK.AX

-1.37%

SRG.AX

0.13%

SBM.AX

-1.85%

SMR.AX

2.57%

SDF.AX

SGP.AX

-3.81%

SKG.AX

-1.09%

SNZ.AX

10.08%

SUN.AX

-2.76%

SRL.AX

-1.16%

SUL.AX

1.31%

SLC.AX

-2.35%

SNL.AX

1.35%

SYL.AX

-3.96%

TAH.AX

5.22%

TEA.AX

5.05%

TNE.AX

-1.72%

TLX.AX

0.9%

TLS.AX

-0.11%

TPW.AX

-3.11%

A2M.AX

-2.67%

TLC.AX

-1.27%

SGR.AX

-3.85%

TVN.AX

10.87%

THL.AX

-1.69%

TWR.AX

TPG.AX

-3.13%

TCL.AX

-0.61%

TWE.AX

-1.41%

TUA.AX

0.23%

TCG.AX

0.64%

TRA.AX

USL.AX

-2.26%

UNI.AX

-1.81%

VAU.AX

-1.86%

VNT.AX

-3.18%

VCX.AX

-2.38%

VGN.AX

3.58%

VMM.AX

-3.04%

VGL.AX

-0.85%

VEA.AX

-0.35%

VUL.AX

-3.49%

VSL.AX

-1.48%

VYS.AX

-7.39%

WA1.AX

-3.29%

WGN.AX

-3.73%

WAM.AX

0.67%

WGB.AX

0.47%

WLE.AX

0.75%

SOL.AX

-1.11%

WPR.AX

0.21%

WQG.AX

0.95%

WEB.AX

5.3%

WBT.AX

-1.26%

WES.AX

-1.31%

WAF.AX

0.26%

WGX.AX

-2.49%

WBC.AX

-0.38%

WHF.AX

-0.2%

WHC.AX

0.5%

WIA.AX

-0.98%

WC8.AX

1.27%

WTC.AX

-3.72%

WDS.AX

0.2%

WOW.AX

-3.16%

WOR.AX

4.09%

XRO.AX

-1.62%

YAL.AX

-0.34%

ZIM.AX

2.16%

ZIP.AX

-0.95%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.47	-1.19	-0.78
SSO ASX Small Caps	15.28	0	0
IVV S&P 500	71.52	0.46	0.65
NDQ Nasdaq	59.70	0.69	1.17
F100 FTSE 100	15.42	-0.07	-0.45
ASIA Asia Tech	20.17	0.11	0.55
IEU Europe	99.53	0.22	0.22
IEM Emerging Markets	95.17	0.29	0.31
Gold Gold	58.99	-0.03	-0.05
ACDC Battery Tech	127.64	0.04	0.03

COMMODITIES	Close($)	-/+	%
Gold	4,627.21	35.1783	0.77
Silver	69.12	1.0196	1.5
Platinum	1,851.13	21.8512	1.19
Palladium	1,334.15	5.709	0.43
Ice Brent Crude	87.46	-1.12	-1.26
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7181	0.0014	0.2
Euro	1.1654	0.0005	0.04
British Pound	1.3589	-0.0004	-0.03
Canadian Dollar	1.3882	0.0006	0.04
New Zealand Dollar	0.5950	0.0008	0.13
Chinese Yuan	6.7208	-0.0017	-0.03
Japanese Yen	159.3300	0.04	0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.85	-4.52%	172.31%	0.32 0.89
BGL	Bellevue Gold Limited	1.69	-2.32%	92.74%	0.86 2.00
BHP	Bhp Group Ltd	66.65	-1.11%	58.03%	39.30 68.77
FMG	Fortescue Ltd	17.58	0.17%	-8.69%	17.44 23.38
NHC	New Hope Corporation Ltd	5.87	0.26%	32.65%	3.77 6.17
WHC	Whitehaven Coal Limited	8.12	0.56%	19.56%	5.94 9.90
NEM	Newmont Cdi	183.91	-0.99%	0.00%	110.31 190.91
NXG	Nexgen Ene Cdi	15.45	-1.28%	0.00%	10.99 20.47
SFR	Sandfire Resources Limited	23.44	-2.96%	91.67%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
RHC	Ramsay Health Ca	49.95	13.47
BTR	Brightstar Resou	0.60	11.11
TVN	Tivan	0.26	10.87
SNZ	Summerset Group	7.10	10.08
DVP	Develop Global	5.83	6.19
PNV	Polynovo	1.07	5.97
DMP	Domino's Pizza E	19.91	5.9
HMC	Hmc Capital	3.45	5.83
GNC	Graincorp	6.13	5.69
WEB	Web Travel Group	3.88	5.3

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
OCL	Objective Corpor	5.80	-22.25
GDG	Generation Devel	3.13	-18.62
CNI	Centuria Capital	1.12	-15.79
BOE	Boss Energy	1.53	-15.7
SIQ	Smartgroup Corpo	11.15	-14.03
MFG	Magellan Financi	9.53	-13.76
MMS	Mcmillan Shakesp	19.26	-8.24
NEC	Nine Entertainme	0.96	-8.13
SIG	Sigma Healthcare	2.62	-7.92
VYS	Vysarn	1.07	-7.39

OPINION

Latest Market Matters Opinions

27/08/2026 09:29

Property

We have discussed property stocks in a few reports of late, including this comprehensive note “Are we too early owning property stocks” plus we reiterated some of our thoughts in yesterday’s webinar- a replay of which can be seen here. Yesterday's CPI hasn’t changed our opinion, but we feel it has reduced any urgency towards increasing exposure into the sector.

27/08/2026 09:28

Rate-Sensitive ASX Sectors

After yesterday’s CPI another 2026 rate hike is firmly back on the table, with CBA out this morning saying they expect a move higher in November. As we head into September, which has delivered a -2.6% return since COVID, the step-up in hawkish concerns is likely to weigh on many sectors of the ASX.

ACTION

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Market Matters Content

What Matters Today: Sticky inflation, opportunity or worry?

Morning report 27/08/2026

Afternoon Report

The Match Out: Hot CPI knocks the ASX off its highs

Afternoon report 26/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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