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OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.42%

ABG.AX

-0.99%

ASK.AX

-1.74%

AIS.AX

2.41%

AGL.AX

-0.22%

A1M.AX

2.42%

AGI.AX

7.14%

AIZ.AX

1.43%

AAI.AX

6.19%

ALK.AX

4.11%

A4N.AX

6.06%

ALQ.AX

AMC.AX

2.37%

AOV.AX

-0.81%

AMP.AX

-0.31%

AEL.AX

2.39%

ALD.AX

-4.2%

ANN.AX

2.02%

ANZ.AX

0.76%

APA.AX

ARU.AX

-9.68%

ARB.AX

1.61%

ARF.AX

-0.62%

ARG.AX

0.8%

ALL.AX

-0.12%

AYA.AX

-0.63%

APZ.AX

1.69%

ASX.AX

-1.16%

ALX.AX

-0.41%

AUB.AX

1.98%

AIA.AX

1.2%

AMI.AX

3.39%

AZJ.AX

-1.42%

ABB.AX

-2.07%

ASB.AX

-1.56%

AAC.AX

-2.59%

AFI.AX

0.15%

AUI.AX

0.55%

BOQ.AX

-1.42%

BMN.AX

2.2%

BCI.AX

BPT.AX

-1.33%

BGA.AX

0.93%

BGL.AX

4.58%

BEN.AX

-1.24%

BNZ.AX

BHP.AX

0.62%

BKI.AX

1.42%

BC8.AX

11%

XYZ.AX

-0.19%

BSL.AX

1.72%

BMC.AX

6.25%

BOE.AX

3.17%

BXB.AX

0.82%

BVS.AX

BRE.AX

-1.09%

BRG.AX

0.48%

BGP.AX

BFL.AX

0.98%

BWP.AX

0.52%

CMM.AX

5.95%

CSC.AX

1.45%

CAR.AX

-2.62%

CIN.AX

-0.18%

CYL.AX

4.14%

CAT.AX

-6.16%

CWP.AX

-0.58%

CNI.AX

3.59%

CIP.AX

COF.AX

CHN.AX

1.38%

CGF.AX

-1.16%

CIA.AX

1.42%

CHI.AX

CHC.AX

6.67%

CLW.AX

0.86%

CQR.AX

-0.79%

CQE.AX

-0.4%

CNU.AX

-1.8%

C79.AX

-0.16%

CVL.AX

0.6%

CU6.AX

-1.09%

CWY.AX

1.79%

CBO.AX

1.02%

COH.AX

-0.5%

CDA.AX

1.15%

COL.AX

-0.65%

CKF.AX

0.82%

CBA.AX

-0.65%

CPU.AX

-1.39%

CEN.AX

-0.52%

CXO.AX

-5.08%

CCP.AX

0.27%

CMW.AX

-1.2%

CSL.AX

-1.29%

CCL.AX

-0.63%

DBI.AX

-1.79%

DTL.AX

-0.71%

DTR.AX

2.56%

DYL.AX

3.4%

DRR.AX

2.2%

DVP.AX

4.46%

DXS.AX

-0.33%

DXI.AX

0.84%

DDR.AX

1.24%

DGT.AX

-1.5%

DJW.AX

0.36%

DMP.AX

1.41%

DOW.AX

2.07%

DPM.AX

2.09%

DRO.AX

3.3%

DUR.AX

-6.3%

DNL.AX

0.82%

APE.AX

1.96%

EBO.AX

0.66%

EIQ.AX

-5.36%

ELD.AX

4.25%

EOS.AX

-0.9%

ELV.AX

0.51%

ELS.AX

1.56%

EHL.AX

1.44%

EMR.AX

4.76%

EDV.AX

0.97%

ERA.AX

20%

EQR.AX

2.08%

EUR.AX

EVN.AX

4.19%

EVT.AX

0.25%

FCL.AX

-1.85%

FFM.AX

4.04%

FPH.AX

-0.43%

FPR.AX

0.71%

FBU.AX

1.99%

FLT.AX

2.59%

FML.AX

1.8%

FRS.AX

-1.63%

FMG.AX

1.67%

FRW.AX

FGX.AX

1.53%

FGG.AX

0.61%

GLF.AX

-0.85%

GDG.AX

0.25%

GNE.AX

GMD.AX

8.47%

GNP.AX

2.81%

GMG.AX

-0.76%

GPT.AX

1.26%

GQG.AX

-2.6%

GNG.AX

1.17%

GNC.AX

2.94%

GGP.AX

6.75%

GOZ.AX

0.47%

GCI.AX

-0.48%

GYG.AX

0.25%

GWA.AX

0.96%

HSN.AX

-1.68%

HVN.AX

1.14%

HGH.AX

HM1.AX

1.79%

HLI.AX

-0.4%

HMC.AX

1.44%

HDN.AX

HUB.AX

2.43%

IEL.AX

1.12%

IGO.AX

0.11%

ILU.AX

-0.5%

IMD.AX

-1.41%

IMR.AX

-1.93%

IFT.AX

-0.15%

INA.AX

-2.09%

ING.AX

1.53%

IAG.AX

-2.03%

IDX.AX

IPG.AX

1.32%

IPX.AX

8.38%

IPH.AX

1.31%

IRE.AX

0.87%

JHX.AX

3.3%

JBH.AX

1.31%

JDO.AX

0.36%

JMS.AX

KAR.AX

-5.69%

KLS.AX

-1.69%

KCN.AX

4.52%

KKC.AX

-0.48%

GLS.AX

-0.28%

LGF.AX

L1G.AX

-0.92%

LSF.AX

-2.31%

LRV.AX

0.76%

LFS.AX

-1.08%

LLC.AX

-1.06%

LFG.AX

360.AX

3.6%

LIC.AX

4.51%

LNW.AX

1.25%

LIN.AX

2.11%

LTR.AX

-2.59%

LOV.AX

1.37%

LYL.AX

0.85%

LYC.AX

0.74%

MA1.AX

MAF.AX

-0.47%

MGH.AX

-0.2%

MAH.AX

4.02%

MQG.AX

-1.08%

MAQ.AX

-1.93%

MAD.AX

-1.44%

MFG.AX

-1.27%

MAU.AX

2.35%

MMS.AX

-0.32%

MPL.AX

0.62%

MP1.AX

3.68%

MCY.AX

3.79%

MEZ.AX

-2.47%

MSB.AX

MLX.AX

-1.7%

MTS.AX

0.66%

MEI.AX

MOT.AX

0.57%

MXT.AX

0.52%

MFF.AX

0.4%

MIN.AX

2.68%

MI6.AX

1.78%

MIR.AX

-0.4%

MGR.AX

0.89%

MND.AX

0.07%

MYS.AX

-2.22%

NAN.AX

-6.08%

NAB.AX

1.14%

NGI.AX

2.89%

NWL.AX

0.76%

NEU.AX

6.07%

NHC.AX

4.73%

NEM.AX

5.06%

NWS.AX

-1.4%

NXG.AX

2.35%

NXT.AX

-0.74%

NHF.AX

0.59%

NCK.AX

1.49%

NIC.AX

0.99%

NEC.AX

-1.6%

NST.AX

5.74%

NWH.AX

0.98%

NUF.AX

3.31%

OCL.AX

OML.AX

-2.55%

OPH.AX

0.76%

OBM.AX

4.51%

ORI.AX

0.7%

ORG.AX

-0.09%

ORA.AX

0.77%

PDN.AX

3.7%

PNR.AX

4.15%

PPC.AX

0.96%

PE1.AX

1.86%

PPM.AX

-2.1%

PRN.AX

0.95%

PPT.AX

-1.29%

PCI.AX

PRU.AX

3.24%

PXA.AX

-2.3%

PNI.AX

-2.58%

PL8.AX

-1.09%

PLS.AX

1.42%

PGF.AX

3.47%

PNV.AX

11.89%

PDI.AX

1.39%

PMV.AX

-1.02%

PME.AX

-0.66%

PFP.AX

4.91%

PWH.AX

0.43%

PYC.AX

-1.47%

QAN.AX

5.76%

QBE.AX

-2.12%

QAL.AX

-0.68%

QRI.AX

-0.32%

QUB.AX

RMS.AX

6.56%

RHC.AX

-0.34%

REA.AX

-0.28%

RDX.AX

2.02%

REH.AX

1.47%

RF1.AX

0.29%

RPL.AX

RG1.AX

-0.43%

RGN.AX

-0.88%

REG.AX

5.22%

RRL.AX

2.99%

RWC.AX

RMD.AX

-1.23%

RSG.AX

9.39%

SGLLV.AX

2.23%

RIC.AX

0.74%

RIO.AX

1.62%

RXL.AX

2.41%

RFF.AX

0.25%

RYM.AX

SFR.AX

2.15%

SMI.AX

1.72%

STO.AX

-3.64%

SCG.AX

0.54%

SEK.AX

-4.96%

SHV.AX

-2.6%

SRV.AX

0.98%

SSM.AX

-0.87%

SGH.AX

-0.24%

SHA.AX

1.08%

SIG.AX

-1.04%

SLX.AX

3.02%

SGM.AX

3.83%

SDR.AX

4.68%

SKS.AX

6.29%

SIQ.AX

-1.46%

SHL.AX

1.28%

S32.AX

1.61%

SX2.AX

4.54%

SXE.AX

0.79%

SPK.AX

-0.91%

SRG.AX

0.66%

SBM.AX

6.31%

SMR.AX

3.31%

SDF.AX

-0.73%

SGP.AX

2.02%

SNZ.AX

4.81%

SUN.AX

-0.8%

SRL.AX

2.93%

SUL.AX

0.63%

SLC.AX

-1.14%

SNL.AX

0.07%

SYL.AX

1.18%

TAH.AX

0.74%

TEA.AX

-0.98%

TNE.AX

1.83%

TLX.AX

0.83%

TLS.AX

-0.93%

TPW.AX

1.19%

A2M.AX

-2.3%

TLC.AX

-0.39%

SGR.AX

TVN.AX

7.14%

TWR.AX

1.47%

TPG.AX

-1.21%

TCL.AX

-0.21%

TWE.AX

2.44%

TUA.AX

-3.9%

TCG.AX

1.83%

TRA.AX

UNI.AX

0.77%

VAU.AX

2.5%

VNT.AX

0.49%

VCX.AX

VGN.AX

6.12%

VEA.AX

-5.63%

VUL.AX

2.87%

VSL.AX

1.48%

WA1.AX

-1.12%

WGN.AX

-0.43%

WAM.AX

-1.88%

WGB.AX

-0.91%

WLE.AX

-0.76%

SOL.AX

0.33%

WPR.AX

-0.41%

WQG.AX

-0.53%

WEB.AX

4.31%

WBT.AX

-2.05%

WES.AX

1.5%

WAF.AX

3.65%

WGX.AX

5.65%

WBC.AX

0.6%

WHF.AX

2.1%

WHC.AX

8.7%

WIA.AX

3.09%

WC8.AX

-1.74%

WTN.AX

WTC.AX

0.75%

WDS.AX

-4.24%

WOW.AX

0.2%

WOR.AX

2.08%

XRO.AX

0.99%

YAL.AX

7.48%

ZIM.AX

-0.06%

ZIP.AX

2.27%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.81	0.64	0.44
SSO ASX Small Caps	15.82	0.25	1.61
IVV S&P 500	70.14	0.44	0.63
NDQ Nasdaq	61.50	0.67	1.1
F100 FTSE 100	15.01	0.04	0.27
ASIA Asia Tech	21.14	0.39	1.88
IEU Europe	102.04	0.89	0.88
IEM Emerging Markets	94.50	0.88	0.94
Gold Gold	58.10	0.17	0.29
ACDC Battery Tech	174.63	3.66	2.14

COMMODITIES	Close($)	-/+	%
Gold	4,570.59	61.8625	1.37
Silver	77.82	2.3339	3.09
Platinum	1,966.85	44.0508	2.29
Palladium	1,393.75	45.5024	3.37
Ice Brent Crude	104.25	1.67	1.63
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7170	0.0046	0.65
Euro	1.1637	0.0035	0.3
British Pound	1.3497	0.007	0.52
Canadian Dollar	1.3801	-0.0019	-0.14
New Zealand Dollar	0.5868	0.0019	0.32
Chinese Yuan	6.7842	-0.0103	-0.15
Japanese Yen	158.8900	-0.3	-0.19

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.64	2.42%	79.71%	0.30 0.75
BGL	Bellevue Gold Ltd	1.60	4.58%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.12	0.62%	54.67%	35.52 62.72
FMG	Fortescue Ltd	21.86	1.67%	35.31%	14.31 23.38
NHC	New Hope Corporation Ltd	5.76	4.73%	48.65%	3.63 6.14
WHC	Whitehaven Coal Ltd	8.87	8.7%	50.83%	5.31 9.90
NEM	Newmont Cdi	158.66	5.06%	0.00%	80.26 190.91
NXG	Nexgen Ene Cdi	15.26	2.35%	0.00%	9.23 20.47
SFR	Sandfire Resources Ltd	19.04	2.15%	69.30%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	20
PNV	Polynovo	1.27	11.89
BC8	Black Cat Syndic	1.16	11
RSG	Resolute Mining	1.34	9.39
WHC	Whitehaven Coal	8.87	8.7
GMD	Genesis Minerals	6.40	8.47
IPX	Iperionx	5.56	8.38
YAL	Yancoal Australi	7.04	7.48
AGI	Ainsworth Game T	1.50	7.14
TVN	Tivan	0.30	7.14

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ARU	Arafura Rare Ear	0.28	-9.68
DUR	Duratec	2.23	-6.3
CAT	Catapult Sports	3.35	-6.16
NAN	Nanosonics	3.09	-6.08
KAR	Karoon Energy Lt	1.99	-5.69
VEA	Viva Energy Grp	2.18	-5.63
EIQ	Echoiq	1.33	-5.36
CXO	Core Lithium	0.28	-5.08
SEK	Seek	12.08	-4.96
4DX	4dmedical	3.46	-4.42

OPINION

Latest Market Matters Opinions

25/05/2026 16:32

Broker Moves

• Charter Hall Group Raised to Neutral at JPMorgan; PT A$21 • KGL AU Rated New Speculative Buy at Argonaut Securities • Aspen Group Rated New Buy at Citi; PT A$5.40 • Black Cat Syndicate Rated New Buy at Argonaut Securities • Select Harvests Rated New Underweight at Jarden Securities • Guzman y Gomez Raised to Buy at Bell Potter; PT A$24.50 • Clinuvel Cut to Speculative Buy at Bell Potter; PT A$17 • NAB Raised to Neutral at Citi; PT A$37.40

25/05/2026 16:32

What Mattered Today

The ASX finished modestly higher to start the week as oil prices fell more than 5% on growing optimism that a US-Iran deal to reopen the Strait of Hormuz could be imminent. The session was relatively orderly with the US market closed for Memorial Day, leaving Asian markets to set the tone.

ACTION

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Market Matters Content

Macro Monday: Markets are pricing an imminent deal

Morning report 25/05/2026

Afternoon Report

The Match Out: Oil drops on Iran optimism as gold and coal steal the show

Afternoon report 25/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/05/2026

Why is WAM Capital (ASX: WAM) so cheap?

WAM has just gone ex-dividend a few days ago. It pays a partially franked dividend of $0.155 a year. That is better than 9%! If I include the franking credits, it is better than 15%! It has a long track record of paying steady dividends, only the franking credits vary. Generally, high dividends means high risk. What are the risks with this stock? Regards, John

Ask James

Question asked 22/05/2026

Credit Corp Ltd (ASX: CCP)

Thanks to the whole team there for a great service. I have run the ruler over CCP, and it seems to tick a lot of boxes...revenue growth, Profit growth, margins, yield, PE ratio. With higher inflation and increased interest rates, I believe their debt collection business will be stronger. Would be interested in your latest thoughts, and any negatives. thanks Bernie

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