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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

29M.AX

2.99%

4DX.AX

-5.35%

ABG.AX

2.47%

AIS.AX

2.17%

AGL.AX

-0.6%

A1M.AX

-0.65%

AIZ.AX

AAI.AX

-0.42%

ALK.AX

4.92%

A4N.AX

0.99%

ALQ.AX

0.58%

AMC.AX

0.02%

AOV.AX

-0.84%

AMP.AX

AEL.AX

-1.9%

ALD.AX

2.46%

ANN.AX

0.34%

ANZ.AX

-0.3%

APA.AX

-0.46%

ARU.AX

-2.94%

ARB.AX

0.22%

ARF.AX

-0.46%

ARG.AX

0.99%

ALL.AX

AYA.AX

0.61%

APZ.AX

1.72%

ASX.AX

-0.3%

ALX.AX

1.37%

AUB.AX

1.11%

AIA.AX

-0.9%

AXQ.AX

-5.41%

AMI.AX

2.38%

AZJ.AX

-0.27%

AUC.AX

-0.37%

ABB.AX

2.22%

ASB.AX

4.08%

AAC.AX

-0.38%

ACL.AX

0.71%

AFI.AX

0.3%

AUI.AX

1.27%

BOQ.AX

-0.15%

BMN.AX

-1.31%

BAP.AX

-0.64%

BCI.AX

7.48%

BPT.AX

3.45%

BGA.AX

-0.5%

BGL.AX

4.29%

BEN.AX

0.2%

BNZ.AX

-0.48%

BHP.AX

1.6%

BKI.AX

-0.28%

BC8.AX

4.15%

XYZ.AX

-1.03%

BSL.AX

1.69%

BOE.AX

2.35%

BXB.AX

0.91%

BVS.AX

1.6%

BRE.AX

2.96%

BRG.AX

-0.2%

BTR.AX

BGP.AX

BFL.AX

0.13%

BWP.AX

0.28%

CMM.AX

1.15%

CSC.AX

1.08%

CAR.AX

0.5%

CIN.AX

-0.43%

CYL.AX

2.48%

CAT.AX

-2.35%

CWP.AX

0.46%

CNI.AX

3.92%

CIP.AX

-0.35%

COF.AX

-0.58%

CGF.AX

0.19%

CIA.AX

-1.28%

CHC.AX

0.44%

CLW.AX

0.29%

CQR.AX

0.54%

CQE.AX

CNU.AX

-0.6%

C79.AX

-5.92%

CVL.AX

1.74%

CU6.AX

-4.57%

CWY.AX

-0.37%

CBO.AX

1.05%

COH.AX

0.59%

CDA.AX

7.51%

CGS.AX

1.59%

COL.AX

-1.1%

CKF.AX

-1%

CBA.AX

-0.63%

CPU.AX

1.25%

CEN.AX

1.75%

CXO.AX

2.82%

CCP.AX

-0.07%

CMW.AX

-1.41%

CSL.AX

0.09%

CCL.AX

3.23%

DBI.AX

DTL.AX

0.57%

DYL.AX

0.77%

DRR.AX

1.48%

DVP.AX

-0.43%

DXS.AX

-1.07%

DXI.AX

0.43%

DDR.AX

1.23%

DGT.AX

-1.19%

DJW.AX

-0.34%

DMP.AX

-1.77%

DOW.AX

0.15%

DPM.AX

1.03%

DRO.AX

1.56%

DUR.AX

DNL.AX

0.52%

APE.AX

1.16%

EBO.AX

-0.06%

ELD.AX

-0.79%

EOS.AX

0.33%

ELV.AX

-2.68%

ELS.AX

2.66%

EHL.AX

EMR.AX

1.78%

EDV.AX

-3.85%

EQR.AX

8.14%

EQT.AX

1.24%

EUR.AX

EVN.AX

1.07%

EVT.AX

-0.67%

FDC.AX

-1.79%

FCL.AX

-4.13%

FFM.AX

1.48%

FPH.AX

1.2%

FPR.AX

0.65%

FBU.AX

FLT.AX

1.56%

FML.AX

-1.46%

FRS.AX

4.11%

FMG.AX

1.97%

FRW.AX

FGX.AX

FGG.AX

-0.93%

GLF.AX

0.95%

GDG.AX

-1.02%

GNE.AX

GMD.AX

0.81%

GNP.AX

-0.97%

GMG.AX

-0.88%

GPT.AX

-1.1%

GQG.AX

-2.78%

GNG.AX

2.33%

GNC.AX

-1.51%

GGP.AX

1.91%

G6M.AX

4.26%

GOZ.AX

-0.99%

GCI.AX

0.5%

GYG.AX

-0.72%

GWA.AX

0.76%

HSN.AX

0.3%

HVN.AX

-0.24%

HGH.AX

-1.49%

HM1.AX

-0.71%

HLI.AX

-0.54%

HMC.AX

HDN.AX

HUB.AX

0.06%

IGO.AX

-1.68%

ILU.AX

0.67%

IMD.AX

-0.31%

IMR.AX

-1.08%

IFT.AX

3.57%

INA.AX

0.74%

ING.AX

-1.72%

IAG.AX

-2.55%

IDX.AX

1.3%

IPG.AX

0.95%

IPX.AX

2.4%

IPH.AX

-0.6%

IRE.AX

0.18%

JHX.AX

-5.23%

JBH.AX

-0.73%

JDO.AX

KAR.AX

2.16%

KLS.AX

0.5%

KCN.AX

4.69%

KKC.AX

1.44%

GLS.AX

-2.68%

L1G.AX

-0.45%

LSF.AX

-0.41%

LGF.AX

4.02%

LRV.AX

2.48%

LFS.AX

LLC.AX

-1.89%

LFG.AX

-0.3%

360.AX

-5.46%

LIC.AX

-0.63%

LNW.AX

0.54%

LIN.AX

-0.83%

LTR.AX

-1.92%

LOV.AX

1.98%

LYL.AX

-0.18%

LYC.AX

0.07%

MA1.AX

MAF.AX

-0.2%

MGH.AX

-1.25%

MAH.AX

1.05%

MQG.AX

0.33%

MAQ.AX

1.32%

MAD.AX

-0.83%

MFG.AX

1.31%

MMS.AX

1.18%

MPL.AX

-1.49%

MP1.AX

0.77%

MCY.AX

3.05%

MEZ.AX

2.85%

MSB.AX

-0.97%

MLX.AX

1.27%

MTS.AX

-0.7%

MOT.AX

-1.57%

MXT.AX

-1.69%

MFF.AX

0.38%

MIN.AX

MI6.AX

MIR.AX

-0.42%

MGR.AX

-0.84%

MND.AX

0.86%

MYS.AX

NAN.AX

1.76%

NAB.AX

-0.52%

NGI.AX

-1.82%

NWL.AX

1.01%

NEU.AX

-1.74%

NHC.AX

0.31%

NMG.AX

NEM.AX

2.31%

NWS.AX

NXG.AX

1.13%

NXT.AX

1.33%

NHF.AX

-1.35%

NCK.AX

1.87%

NIC.AX

2.55%

NEC.AX

-0.62%

NST.AX

0.23%

NWH.AX

0.13%

NUF.AX

-1.86%

NXL.AX

-2.7%

OCL.AX

3.18%

OML.AX

OPH.AX

-0.43%

OBM.AX

2.08%

ORI.AX

1.97%

ORG.AX

1.02%

ORA.AX

-2.1%

PDN.AX

-0.21%

PNR.AX

9.3%

PDI.AX

0.87%

PPC.AX

PPM.AX

-1.15%

PRN.AX

0.91%

PPT.AX

-0.32%

PCI.AX

PRU.AX

2.21%

PXA.AX

-1.44%

PNI.AX

1.1%

PL8.AX

PLS.AX

-0.23%

PGF.AX

1.9%

PNV.AX

-0.52%

PMV.AX

0.99%

PME.AX

-0.08%

PWH.AX

-0.96%

PYC.AX

-0.44%

QAN.AX

-1.92%

QBE.AX

0.09%

QAL.AX

-1.98%

QRI.AX

-0.33%

RMS.AX

0.56%

RHC.AX

2.39%

REA.AX

0.62%

RDX.AX

1.73%

REH.AX

-0.97%

RF1.AX

1.49%

RPL.AX

0.87%

RG1.AX

RGN.AX

REG.AX

1.99%

RRL.AX

1.46%

RWC.AX

3.46%

RMD.AX

1.69%

RSG.AX

2.67%

SGLLV.AX

-1.68%

RIC.AX

0.76%

RIO.AX

1.06%

RXL.AX

RFF.AX

-0.26%

RYM.AX

7.14%

SFR.AX

2.9%

SMI.AX

1.94%

STO.AX

2.11%

SCG.AX

-0.57%

SEK.AX

-3.22%

SHV.AX

-2.2%

SRV.AX

-3.81%

SSM.AX

-0.42%

SGH.AX

1.49%

SHA.AX

-0.84%

SIG.AX

-1.89%

SLX.AX

1.62%

SGM.AX

0.54%

SDR.AX

1.48%

SKS.AX

-1.95%

SKC.AX

-0.95%

SIQ.AX

0.18%

SHL.AX

0.98%

S32.AX

3.09%

SX2.AX

-1.14%

SXE.AX

0.25%

SPK.AX

-2.1%

SRG.AX

-0.53%

SBM.AX

8.18%

SMR.AX

-1.75%

SDF.AX

SGP.AX

-0.72%

SKG.AX

-0.46%

SNZ.AX

-1.45%

SUN.AX

-3.23%

SRL.AX

-6.22%

SUL.AX

0.8%

SLC.AX

1.12%

SNL.AX

0.79%

SYL.AX

0.37%

TAH.AX

-0.54%

TEA.AX

3.56%

TNE.AX

1.58%

TLX.AX

-4.96%

TLS.AX

0.83%

TPW.AX

-2.01%

A2M.AX

-0.72%

TLC.AX

-0.82%

SGR.AX

TWR.AX

TPG.AX

-0.26%

TCL.AX

-0.07%

TWE.AX

-0.58%

TUA.AX

0.47%

TGN.AX

3.95%

TCG.AX

-1.18%

USL.AX

2.56%

UNI.AX

-2.54%

VAU.AX

0.65%

VNT.AX

1.21%

VCX.AX

VGN.AX

VMM.AX

0.86%

VGL.AX

7.73%

VEA.AX

3.28%

VUL.AX

VSL.AX

0.81%

VYS.AX

11.33%

WA1.AX

2.17%

WGN.AX

-1.95%

WAM.AX

1.71%

WGB.AX

2.08%

WLE.AX

0.39%

SOL.AX

0.43%

WPR.AX

WQG.AX

3.27%

WEB.AX

0.29%

WBT.AX

0.99%

WES.AX

-0.74%

WAF.AX

3.26%

WGX.AX

2.97%

WBC.AX

0.23%

WHF.AX

0.43%

WHC.AX

-0.6%

WIA.AX

2.22%

WTC.AX

-2.36%

WDS.AX

2.84%

WOW.AX

-1.05%

WOR.AX

0.72%

XRO.AX

-1.63%

YAL.AX

-0.49%

ZIM.AX

-0.71%

ZIP.AX

2.79%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.63	0.39	0.27
SSO ASX Small Caps	14.38	0.08	0.56
IVV S&P 500	70.98	-0.1	-0.14
NDQ Nasdaq	59.23	-0.11	-0.19
F100 FTSE 100	15.16	0.03	0.2
ASIA Asia Tech	19.91	0.14	0.71
IEU Europe	96.02	0.17	0.18
IEM Emerging Markets	93.57	0.2	0.21
Gold Gold	55.47	0.43	0.78
ACDC Battery Tech	120.00	0.53	0.44

COMMODITIES	Close($)	-/+	%
Gold	4,324.63	31.9379	0.74
Silver	64.39	0.744	1.17
Platinum	1,778.46	2.6375	0.15
Palladium	1,310.95	21.2	1.64
Ice Brent Crude	108.48	2.8	2.65
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7125	-0.0004	-0.06
Euro	1.1545	0.0002	0.02
British Pound	1.3468	-0.0006	-0.04
Canadian Dollar	1.3934	0.0018	0.13
New Zealand Dollar	0.5749	-0.0009	-0.16
Chinese Yuan	6.7067	-0.0045	-0.07
Japanese Yen	155.0000	-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	0.77	-0.65%	134.85%	0.33 0.89
BGL	Bellevue Gold Limited	1.58	4.29%	59.47%	0.98 2.00
BHP	Bhp Group Ltd	60.20	1.6%	46.01%	39.30 68.77
FMG	Fortescue Ltd	16.54	1.97%	-14.23%	16.21 23.38
NHC	New Hope Corporation Ltd	6.49	0.31%	48.39%	3.77 6.61
WHC	Whitehaven Coal Limited	8.28	-0.6%	33.92%	6.33 9.90
NEM	Newmont Cdi	174.63	2.31%	0.00%	117.17 190.91
NXG	Nexgen Ene Cdi	13.45	1.13%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.26	2.9%	65.81%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
VYS	Vysarn	0.84	11.33
PNR	Pantoro Gold	2.82	9.3
SBM	St Barbara	0.86	8.18
EQR	Eq Resources	0.47	8.14
VGL	Vista Group Inte	2.23	7.73
CDA	Codan	48.94	7.51
BCI	Bci Minerals	0.58	7.48
RYM	Ryman Healthcare	1.65	7.14
ALK	Alkane Resources	1.92	4.92
KCN	Kingsgate Consol	5.36	4.69

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	17.33	-6.22
C79	Chrysos Corporat	6.51	-5.92
360	Life360 Inc.	19.40	-5.46
AXQ	Aura Consolidate	3.50	-5.41
4DX	4dmedical	3.54	-5.35
JHX	James Hardie Ind	37.30	-5.23
TLX	Telix Pharmaceut	16.87	-4.96
CU6	Clarity Pharmace	2.09	-4.57
FCL	Fineos Corporati	2.09	-4.13
EDV	Endeavour Group	3.00	-3.85

OPINION

Latest Market Matters Opinions

16/09/2026 17:12

What Mattered Today

The ASX finished modestly higher today in a mixed session with energy the clear standout as elevated oil prices continued to support the sector, while parts of the broader resources complex attempted to stabilise after recent heavy selling. Banks and consumer staples struggled as a rotation out of ‘defensive’ areas of the market took place, though we’ll need to see a continuation of this through multiple sessions before we call a meaningful change in sentiment. Bond yields remain elevated on the back of higher oil prices, continuing to dominate sentiment, with the Federal Reserve meeting to decide the US cash rate tonight, +0.25% hike to 3.75% now almost fully priced into credit markets.

16/09/2026 17:03

Broker Moves

• PVT AU Rated New Speculative Buy at Morgans Financial Limited • Joyce Rated New Buy at Blue Ocean; PT A$8 • Ramsay Health Raised to Outperform at RBC; PT A$68 • F&P Healthcare Raised to Outperform at RBC; PT NZ$52 • CSL Raised to Outperform at RBC; PT A$213 • Nanosonics Raised to Outperform at RBC; PT A$3.75 • CSL Raised to Overweight at Barrenjoey; PT A$180 • Lovisa Raised to Buy at Bell Potter; PT A$27

ACTION

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Ask James ASK A QUESTION

Ask James

Question asked 12/09/2026

Bond yields and resources

Hi MM, Thanks for the great work. Sorry a few questions here. 1. On the macro, do you have a view as to where US bond yields might top out and also oil prices? 2. On copper exposure, thoughts on BHP vs RIO? And also on FFM as a Cu play. Thanks! Young

Ask James

Question asked 12/09/2026

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Thoughts on GQG after lower FUM? Is this pricing overdone?

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