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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-0.66%

4DX.AX

2.05%

ABG.AX

-0.57%

AIS.AX

AGL.AX

0.93%

A1M.AX

-0.62%

AIZ.AX

1.56%

AAI.AX

0.49%

ALK.AX

1.05%

A4N.AX

9.01%

ALQ.AX

-1.26%

AMC.AX

-0.79%

AOV.AX

-0.32%

AMP.AX

1.89%

ALD.AX

1.37%

ASL.AX

ANN.AX

1.47%

ANZ.AX

0.07%

APA.AX

-0.87%

ARU.AX

-1.22%

ARB.AX

-1.14%

ARF.AX

-1.72%

ARG.AX

0.43%

ALL.AX

-1.05%

AYA.AX

1.89%

APZ.AX

-2.58%

ASX.AX

-1.1%

ALX.AX

-1.31%

AUB.AX

-2.54%

AIA.AX

-2.35%

AXQ.AX

2.17%

AMI.AX

1.65%

AZJ.AX

0.82%

AUC.AX

-4.15%

ABB.AX

-2.2%

ASB.AX

2.05%

AAC.AX

1.88%

ACL.AX

0.36%

AEF.AX

-3.54%

AFI.AX

-0.15%

AUI.AX

-0.09%

BOQ.AX

-0.15%

BMN.AX

-0.22%

BCI.AX

9.09%

BPT.AX

2.31%

BGA.AX

0.33%

BGL.AX

2.35%

BEN.AX

-3.08%

BNZ.AX

0.78%

BHP.AX

0.48%

BKI.AX

0.27%

BC8.AX

2.79%

XYZ.AX

-1.61%

BSL.AX

-0.03%

BMC.AX

-1%

BOE.AX

2.29%

BXB.AX

-1.43%

BVS.AX

0.47%

BRE.AX

-3.62%

BRG.AX

1.33%

BTR.AX

1.71%

BGP.AX

BFL.AX

0.38%

BWP.AX

-0.27%

CMM.AX

1.94%

CSC.AX

CAR.AX

-3.98%

CIN.AX

CYL.AX

1.99%

CAT.AX

-2.01%

CWP.AX

-1.98%

CNI.AX

1.65%

CIP.AX

COF.AX

-0.28%

CHN.AX

-0.38%

CGF.AX

-0.42%

CIA.AX

0.71%

CHC.AX

-1.22%

CLW.AX

-0.14%

CQR.AX

0.13%

CQE.AX

-0.63%

CNU.AX

-1.37%

C79.AX

-0.87%

CVL.AX

-2.88%

CU6.AX

0.44%

CWY.AX

-0.58%

CBO.AX

1.56%

CBE.AX

2.47%

COH.AX

-0.13%

CDA.AX

1.09%

CGS.AX

-0.32%

COL.AX

-1.12%

CKF.AX

3.8%

CBA.AX

-0.62%

CPU.AX

-0.5%

CEN.AX

-0.42%

CXO.AX

0.66%

CCP.AX

0.14%

CMW.AX

0.66%

CSL.AX

0.21%

CCL.AX

0.82%

DBI.AX

-1.06%

DTL.AX

-0.45%

DYL.AX

DRR.AX

0.85%

DVP.AX

1.66%

DXS.AX

0.78%

DXI.AX

1.69%

DDR.AX

-2.94%

DGT.AX

0.76%

DJW.AX

DMP.AX

-0.77%

DOW.AX

0.23%

DPM.AX

-2.51%

DRO.AX

-0.57%

DUR.AX

-0.95%

DNL.AX

0.93%

APE.AX

-1.26%

EBO.AX

-1.67%

EIQ.AX

-6.71%

ELD.AX

-1.33%

EOS.AX

-0.92%

ELV.AX

1.58%

ELS.AX

-4.26%

EHL.AX

0.88%

EMR.AX

2.44%

EDV.AX

0.8%

EQR.AX

1.76%

EQT.AX

-0.31%

EUR.AX

-2.7%

EVN.AX

0.6%

EVT.AX

-1.32%

FDC.AX

-1.74%

FCL.AX

0.46%

FFM.AX

0.55%

FPH.AX

0.28%

FPR.AX

0.72%

FBU.AX

-1.52%

FLT.AX

-0.89%

FML.AX

0.74%

FRS.AX

-2.74%

FMG.AX

-1.92%

FRW.AX

FGX.AX

1.49%

FGG.AX

-0.3%

GLN.AX

3.16%

GLF.AX

-2.16%

GDG.AX

-3.77%

GNE.AX

0.92%

GMD.AX

2.07%

GNP.AX

0.06%

GMG.AX

-1.23%

GPT.AX

-0.64%

GQG.AX

-3.82%

GNG.AX

GNC.AX

2.43%

GGP.AX

-1.1%

G6M.AX

-1.94%

GOZ.AX

-0.48%

GCI.AX

0.24%

GYG.AX

0.25%

GWA.AX

-2.44%

HSN.AX

-0.29%

HVN.AX

-2.34%

HGH.AX

-1.9%

HM1.AX

0.65%

HLI.AX

0.2%

HMC.AX

-2.77%

HDN.AX

-0.45%

HUB.AX

-3.72%

IGO.AX

-3.28%

ILU.AX

0.29%

IMD.AX

-2.42%

IMR.AX

-2.31%

IFT.AX

-1.1%

INA.AX

-3.14%

ING.AX

1.48%

IAG.AX

IDX.AX

1.31%

IPG.AX

-0.56%

IPX.AX

3.36%

IPH.AX

-0.6%

IRE.AX

-1.94%

JHX.AX

-0.51%

JBH.AX

-0.02%

JDO.AX

6.4%

JMS.AX

-1.92%

KAR.AX

KLS.AX

-1.65%

KCN.AX

0.54%

KKC.AX

0.47%

GLS.AX

1.42%

L1G.AX

-3.41%

LSF.AX

-0.61%

LGF.AX

-1.32%

LRV.AX

-0.22%

LFS.AX

LLC.AX

1.36%

LFG.AX

-0.54%

360.AX

-1.78%

LIC.AX

-4.5%

LNW.AX

-2.36%

LIN.AX

LTR.AX

4.29%

LOV.AX

-2.29%

LYL.AX

-1%

LYC.AX

-3.76%

MA1.AX

MAF.AX

-5.45%

MGH.AX

-0.57%

MAH.AX

2.78%

MQG.AX

-1.53%

MAQ.AX

-2.71%

MAD.AX

-0.97%

MFG.AX

-3.45%

MMS.AX

-3.37%

MPL.AX

-0.52%

MP1.AX

-1.63%

MCY.AX

-1.95%

MEZ.AX

0.22%

MSB.AX

-2.12%

MLX.AX

-1.18%

MTS.AX

1.19%

MEI.AX

MOT.AX

-0.47%

MXT.AX

-2.36%

MFF.AX

0.19%

MIN.AX

-0.2%

MI6.AX

-1.14%

MIR.AX

0.78%

MGR.AX

0.69%

MND.AX

-0.88%

MYS.AX

-0.73%

NAN.AX

-3.26%

NAB.AX

-0.26%

NGI.AX

-0.41%

NWL.AX

-4.17%

NEU.AX

0.1%

NHC.AX

1.91%

NMG.AX

7.25%

NEM.AX

-1.74%

NWS.AX

-1.64%

NXG.AX

-0.14%

NXT.AX

-4.78%

NHF.AX

0.37%

NCK.AX

-2.38%

NIC.AX

-2.05%

NEC.AX

-0.26%

NST.AX

0.77%

NWH.AX

3.7%

NUF.AX

0.95%

NXL.AX

1.25%

OCL.AX

OML.AX

0.31%

OPH.AX

-0.41%

OBM.AX

2.61%

ORI.AX

-0.27%

ORG.AX

1.2%

ORA.AX

0.17%

PDN.AX

0.17%

PNR.AX

0.37%

PPC.AX

-1.58%

PPM.AX

1.6%

PRN.AX

1.11%

PPT.AX

-0.05%

PCI.AX

-0.23%

PRU.AX

1.93%

PXA.AX

-1.64%

PNI.AX

-10.73%

PL8.AX

-0.52%

PLS.AX

1.3%

PGF.AX

PNV.AX

-0.25%

PDIDB.AX

0.95%

PMV.AX

0.78%

PME.AX

-1.48%

PWH.AX

-0.26%

PYC.AX

-0.86%

QAN.AX

-0.69%

QBE.AX

0.61%

QAL.AX

-1.55%

QRI.AX

-0.65%

RMS.AX

1.57%

RHC.AX

2.18%

REA.AX

-4.09%

RDX.AX

0.6%

REH.AX

-1.4%

RF1.AX

-0.55%

RPL.AX

-2.7%

RG1.AX

1.56%

RGN.AX

0.22%

REG.AX

-0.96%

RRL.AX

1.08%

RWC.AX

-0.36%

RMD.AX

0.76%

RSG.AX

5.29%

SGLLV.AX

RIC.AX

0.38%

RIO.AX

0.7%

RXL.AX

1.69%

RFF.AX

-0.26%

RYM.AX

-3.11%

SFR.AX

-0.54%

SMI.AX

1.98%

STO.AX

1.78%

SCG.AX

-0.7%

SEK.AX

-2.89%

SHV.AX

-0.11%

SRV.AX

0.33%

SSM.AX

SGH.AX

-1.63%

SHA.AX

1.39%

SIG.AX

0.74%

SLX.AX

2.72%

SGM.AX

0.25%

SDR.AX

-1.67%

SKS.AX

-3.05%

SKC.AX

SIQ.AX

1.64%

SHL.AX

-0.41%

S32.AX

0.87%

SX2.AX

-1.15%

SXE.AX

1.21%

SPK.AX

0.71%

SRG.AX

-1.44%

SBM.AX

SMR.AX

4.74%

SDF.AX

-0.09%

SGP.AX

2.06%

SKG.AX

-0.87%

SNZ.AX

0.85%

SUN.AX

-0.27%

SRL.AX

0.41%

SUL.AX

-3.2%

SLC.AX

-1.74%

SNL.AX

-0.5%

SYL.AX

0.7%

TAH.AX

1.99%

TEA.AX

4.04%

TNE.AX

-1.9%

TLX.AX

-2.73%

TLS.AX

-0.96%

TPW.AX

0.83%

A2M.AX

0.15%

TLC.AX

0.2%

SGR.AX

-3.85%

TVN.AX

-2.04%

THL.AX

-0.44%

TWR.AX

TPG.AX

-0.13%

TCL.AX

-2.24%

TWE.AX

TUA.AX

0.49%

TCG.AX

-1.53%

TRA.AX

USL.AX

1.17%

UNI.AX

-2.19%

VAU.AX

2.55%

VNT.AX

-0.28%

VCX.AX

VGN.AX

0.91%

VMM.AX

-4.21%

VGL.AX

-2.62%

VEA.AX

1.18%

VUL.AX

-0.93%

VSL.AX

2.7%

VYS.AX

-3.26%

WA1.AX

1.56%

WGN.AX

-2.39%

WAM.AX

2.06%

WGB.AX

0.95%

WLE.AX

0.57%

SOL.AX

0.02%

WPR.AX

0.21%

WQG.AX

-0.93%

WEB.AX

1.71%

WBT.AX

-2.54%

WES.AX

-3.59%

WAF.AX

1.33%

WGX.AX

1.33%

WBC.AX

-0.41%

WHF.AX

-0.6%

WHC.AX

2.05%

WIA.AX

1.05%

WC8.AX

5.26%

WTC.AX

-0.77%

WDS.AX

1.36%

WOW.AX

-2.67%

WOR.AX

-2.64%

XRO.AX

0.28%

YAL.AX

0.4%

ZIM.AX

2.94%

ZIP.AX

4.4%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.51	-0.43	-0.28
SSO ASX Small Caps	14.81	-0.01	-0.07
IVV S&P 500	71.38	-0.11	-0.15
NDQ Nasdaq	59.67	-0.03	-0.05
F100 FTSE 100	15.27	-0.04	-0.26
ASIA Asia Tech	20.43	0.39	1.95
IEU Europe	98.11	-0.66	-0.67
IEM Emerging Markets	95.04	0.91	0.97
Gold Gold	56.58	0.02	0.04
ACDC Battery Tech	126.14	-0.19	-0.15

COMMODITIES	Close($)	-/+	%
Gold	4,441.13	-7.1561	-0.16
Silver	66.82	0.3034	0.46
Platinum	1,804.47	13.5515	0.76
Palladium	1,360.73	4.616	0.34
Ice Brent Crude	90.67	2.57	2.92
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7170	0.0004	0.06
Euro	1.1607	-0.0009	-0.08
British Pound	1.3542	-0.0005	-0.04
Canadian Dollar	1.3865	0.0011	0.08
New Zealand Dollar	0.5908	-0.0007	-0.12
Chinese Yuan	6.7203	0.0006	0.01
Japanese Yen	159.7700	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	0.81	-0.62%	167.19%	0.32 0.89
BGL	Bellevue Gold Limited	1.63	2.35%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	66.55	0.48%	56.48%	39.30 68.77
FMG	Fortescue Ltd	17.36	-1.92%	-6.57%	17.44 23.38
NHC	New Hope Corporation Ltd	6.14	1.82%	35.84%	3.77 6.17
WHC	Whitehaven Coal Limited	8.73	2.05%	24.66%	5.94 9.90
NEM	Newmont Cdi	174.05	-1.72%	0.00%	113.66 190.91
NXG	Nexgen Ene Cdi	14.53	-0.14%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.81	-0.57%	86.27%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
BCI	Bci Minerals	0.54	9.09
A4N	Alpha Hpa	0.61	9.01
NMG	New Murchison	0.07	7.25
JDO	Judo Capital Hol	1.08	6.4
RSG	Resolute Mining	1.44	5.29
WC8	Wildcat Resource	0.40	5.26
SMR	Stanmore Resourc	2.87	4.74
ZIP	Zip Co	2.61	4.4
LTR	Liontown	1.28	4.29
TEA	Tasmea	9.78	4.04

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PNI	Pinnacle Investm	15.06	-10.73
EIQ	Echoiq	1.32	-6.71
MAF	Ma Financial	5.72	-5.45
NXT	Nextdc	13.15	-4.78
LIC	Lifestyle Commun	4.99	-4.5
ELS	Elsight	4.95	-4.26
VMM	Viridis Mining	3.64	-4.21
NWL	Netwealth Group	20.66	-4.17
AUC	Ausgold	1.39	-4.15
REA	Rea Group Ltd	169.99	-4.09

OPINION

Latest Market Matters Opinions

01/09/2026 09:32

The Bottom Line

We continue to like the coal space over the coming months but like all commodity cyclical stocks we won’t ]get married to the space, i.e. we can see ourselves taking profits if our thesis plays out:

01/09/2026 09:31

Peabody Energy Corp (NYSE: BTU) US$29.69

ACTION

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Market Matters Content

What Matters Today: Can coal stocks extend August’s strength?

Morning report 01/09/2026

Afternoon Report

The Match Out: Earnings out, macro in – ASX closes mildly lower in topsy turvy session

Afternoon report 31/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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Latest View Points

BTU US

YAL

NHC

WHC

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Judo Capital (ASX: JDO) up ~7% today?

Judo Capital (JDO) is up strongly today on M&A speculation after overnight comments in The Australian.

ASX:JDO 31/08/2026

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 31/08/2026

Morning Report

What Matters Today: Can coal stocks extend August’s strength?

Morning report 01/09/2026

Afternoon Report

The Match Out: Earnings out, macro in – ASX closes mildly lower in topsy turvy session

Afternoon report 31/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Latest View Points

BTU US

YAL

NHC

WHC

LTR

VAU

SIQ

NXT

HVN

PXA

WAM

ASIA

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Judo Capital (ASX: JDO) up ~7% today?

Judo Capital (JDO) is up strongly today on M&A speculation after overnight comments in The Australian.

ASX:JDO 31/08/2026

Why is Liontown (ASX: LTR) trading up +5%?

Liontown (LTR) is trading more than 5% higher today after delivering its maiden annual profit as realised spodumene prices more than doubled through the year.

ASX: LTR 31/08/2026

Opinion + Action