Skip to Content
scroll

Opinion + Action

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

FIND OUT MORE
Why Market Matters? Investment and service overview.
ANALYSIS

Market Analysis

29M.AX

-3.57%

4DX.AX

2.72%

ABG.AX

3.95%

AIS.AX

2.17%

AGL.AX

-2.79%

A1M.AX

-1.23%

AIZ.AX

0.72%

AAI.AX

-4.45%

ALK.AX

2.7%

A4N.AX

-0.93%

ALQ.AX

-0.76%

AMC.AX

-0.42%

AOV.AX

-3.3%

AMP.AX

3.62%

AEL.AX

-1.87%

ALD.AX

0.94%

ASL.AX

1.47%

ANN.AX

8.97%

ANZ.AX

0.81%

APA.AX

1.18%

ARU.AX

-5.68%

ARB.AX

13.92%

ARF.AX

0.41%

ARG.AX

0.33%

ALL.AX

-0.05%

AYA.AX

0%

APZ.AX

3.89%

ASX.AX

2.97%

ALX.AX

-0.52%

AUB.AX

3.85%

AIA.AX

1.19%

AXQ.AX

1.87%

AMI.AX

0%

AZJ.AX

1.63%

AUC.AX

0%

ABB.AX

1.06%

ASB.AX

-0.36%

AAC.AX

0%

ACL.AX

-0.5%

AEF.AX

8.28%

AFI.AX

-0.58%

AUI.AX

-0.08%

BOQ.AX

2.39%

BMN.AX

-1.65%

BCI.AX

-0.54%

BPT.AX

-0.28%

BGA.AX

-2.48%

BGL.AX

2.21%

BEN.AX

3.59%

BNZ.AX

-4.48%

BHP.AX

0.74%

BKI.AX

0%

BC8.AX

0.43%

XYZ.AX

0.4%

BSL.AX

-0.37%

BMC.AX

1.37%

BOE.AX

3.24%

BXB.AX

1.12%

BVS.AX

-1.27%

BRE.AX

-2.52%

BRG.AX

0.74%

BTR.AX

9.28%

BFL.AX

-0.12%

BWP.AX

-0.27%

CMM.AX

0.31%

CSC.AX

1.2%

CAR.AX

0.6%

CIN.AX

0.16%

CYL.AX

1.18%

CAT.AX

0.14%

CWP.AX

9.72%

CNI.AX

-0.73%

CIP.AX

-0.34%

COF.AX

2.91%

CHN.AX

-0.69%

CGF.AX

-0.16%

CIA.AX

1.56%

CHC.AX

2.54%

CLW.AX

0.28%

CQR.AX

0.5%

CQE.AX

0.83%

CNU.AX

-1.33%

C79.AX

0.82%

CVL.AX

-0.64%

CU6.AX

3.14%

CWY.AX

0%

CUV.AX

1.65%

CBO.AX

2.13%

COH.AX

1.4%

CDA.AX

2.22%

CGS.AX

-0.33%

COL.AX

2.65%

CKF.AX

1.48%

CBA.AX

0.1%

CPU.AX

0.15%

CEN.AX

0%

CXO.AX

-3.8%

CCP.AX

1%

CMW.AX

-1.22%

CSL.AX

2.99%

CCL.AX

-0.61%

DBI.AX

-0.38%

DTL.AX

5.09%

DYL.AX

3.55%

DRR.AX

-3.41%

DVP.AX

-2.1%

DXS.AX

0.51%

DXI.AX

2.31%

DDR.AX

1.42%

DGT.AX

3.23%

DJW.AX

1.34%

DMP.AX

2.47%

DOW.AX

0.6%

DPM.AX

-2.43%

DRO.AX

5.51%

DUR.AX

-4.82%

DNL.AX

1.08%

APE.AX

0.79%

EBO.AX

0.27%

EIQ.AX

2.68%

ELD.AX

1.72%

EOS.AX

18.26%

ELV.AX

-6.33%

ELS.AX

4.69%

EHL.AX

-0.45%

EMR.AX

0.14%

EDV.AX

-6.35%

EOL.AX

-2.39%

EQR.AX

4.17%

EQT.AX

-0.47%

EUR.AX

-7.04%

EVN.AX

0.57%

EVT.AX

-0.07%

FDC.AX

-1.37%

FCL.AX

2.22%

FFM.AX

0%

FPH.AX

1.24%

FPR.AX

0.48%

FBU.AX

-0.3%

FLT.AX

0.87%

FML.AX

-4.48%

FRS.AX

-1.76%

FMG.AX

-0.92%

FRW.AX

-8.42%

FGX.AX

0%

FGG.AX

-0.3%

GLF.AX

0%

GDG.AX

3.19%

GNE.AX

-0.88%

GMD.AX

0.53%

GNP.AX

-5.15%

GMG.AX

1.43%

GPT.AX

0.21%

GQG.AX

1.2%

GNC.AX

2.18%

GGP.AX

-0.22%

G6M.AX

-4.93%

GOZ.AX

-0.47%

GCI.AX

0.72%

GYG.AX

1%

GWA.AX

0.98%

HSN.AX

2.55%

HVN.AX

1.87%

HGH.AX

1.65%

HM1.AX

1.35%

HLI.AX

0.58%

HMC.AX

0%

HDN.AX

-0.22%

HUB.AX

0.15%

IEL.AX

-2.57%

IGO.AX

-4.5%

ILU.AX

-2.32%

IMD.AX

-0.14%

IMR.AX

2.58%

IFT.AX

0.65%

INA.AX

0%

ING.AX

-1.45%

IAG.AX

4.76%

IDX.AX

5.26%

IPG.AX

-1.24%

IPX.AX

-5.5%

IPH.AX

0.82%

IRE.AX

0.48%

JHX.AX

0.43%

JBH.AX

1.86%

JDO.AX

5.96%

JMS.AX

0%

KAR.AX

-0.84%

KLS.AX

0.42%

KCN.AX

-2.15%

KKC.AX

0.47%

GLS.AX

0.95%

L1G.AX

1.34%

LSF.AX

1.06%

LRV.AX

-1.17%

LFS.AX

0%

LLC.AX

2.28%

LFG.AX

5.62%

360.AX

0.1%

LIC.AX

0.26%

LNW.AX

1.73%

LIN.AX

0.65%

LTR.AX

-9.25%

LOV.AX

3.05%

LYL.AX

-0.69%

LYC.AX

-0.24%

MA1.AX

0.5%

MAF.AX

-2.4%

MGH.AX

-0.69%

MAH.AX

0.95%

MQG.AX

1.46%

MAQ.AX

-0.24%

MAD.AX

-7.46%

MFG.AX

0.85%

MMS.AX

0.2%

MPL.AX

1.68%

MP1.AX

0.92%

MCY.AX

-0.52%

MEZ.AX

1.3%

MSB.AX

0.43%

MLX.AX

1.06%

MTS.AX

1.19%

MEI.AX

5.81%

MOT.AX

0.63%

MXT.AX

0.39%

MFF.AX

1.05%

MIN.AX

-2.98%

MI6.AX

3.74%

MIR.AX

0.2%

MGR.AX

-0.92%

MND.AX

-12.6%

MYS.AX

6.38%

NAN.AX

-14.95%

NAB.AX

1%

NGI.AX

8.75%

NWL.AX

-0.18%

NEU.AX

0.94%

NHC.AX

-0.17%

NMG.AX

1.41%

NEM.AX

-0.1%

NWS.AX

1.62%

NXG.AX

-0.2%

NXT.AX

0.26%

NHF.AX

1.04%

NCK.AX

0%

NIC.AX

-1.69%

NEC.AX

0.26%

NST.AX

-0.02%

NWH.AX

-2.97%

NUF.AX

0.32%

NXL.AX

11.75%

OCL.AX

1.73%

OML.AX

0%

OPH.AX

0.79%

OBM.AX

-4.18%

ORI.AX

0%

ORG.AX

0.59%

ORA.AX

0.34%

PDN.AX

1.97%

PNR.AX

-1.54%

PPC.AX

0%

PPM.AX

0.78%

PRN.AX

1.7%

PPT.AX

1.25%

PCI.AX

0.23%

PRU.AX

-0.24%

PXA.AX

1.33%

PNI.AX

0.62%

PL8.AX

-0.7%

PLS.AX

-6.67%

PGF.AX

0.31%

PNV.AX

-0.72%

PDI.AX

0.28%

PMV.AX

1.03%

PME.AX

-1.17%

PWH.AX

1.16%

PYC.AX

-0.95%

QAN.AX

1.19%

QBE.AX

0.82%

QAL.AX

-0.61%

QRI.AX

0.33%

RMS.AX

-1.5%

RHC.AX

0.7%

REA.AX

1.35%

RDX.AX

-1.3%

REH.AX

-1.42%

RF1.AX

-1.92%

RPL.AX

-0.35%

RG1.AX

-0.37%

RGN.AX

0.89%

REG.AX

-4.83%

RRL.AX

0.47%

RWC.AX

-0.36%

RMD.AX

1.91%

RSG.AX

2.59%

SGLLV.AX

0.59%

RIC.AX

1.15%

RIO.AX

0.68%

RXL.AX

3.04%

RFF.AX

-3.96%

RYM.AX

-3.12%

SFR.AX

0.87%

SMI.AX

0.9%

STO.AX

-0.91%

SCG.AX

-2.18%

SEK.AX

0.95%

SHV.AX

1.22%

SRV.AX

0.33%

SSM.AX

-0.97%

SGH.AX

0.25%

SHA.AX

1.04%

SIG.AX

-1.04%

SLX.AX

0.73%

SGM.AX

1.19%

SDR.AX

-12.57%

SKS.AX

1.84%

SKC.AX

0.89%

SIQ.AX

-1.17%

SHL.AX

-2.61%

S32.AX

1.08%

SX2.AX

2.39%

SXE.AX

-4.37%

SPK.AX

0.28%

SRG.AX

-0.78%

SBM.AX

4.58%

SMR.AX

-1.47%

SDF.AX

-0.17%

SGP.AX

-0.53%

SKG.AX

2.67%

SNZ.AX

-0.16%

SUN.AX

6.63%

SRL.AX

4.34%

SUL.AX

-0.9%

SLC.AX

3.54%

SNL.AX

1.58%

SYL.AX

3.99%

TAH.AX

0.28%

TEA.AX

-4.19%

TNE.AX

0.2%

TLX.AX

-0.43%

TLS.AX

0.32%

TPW.AX

5.36%

A2M.AX

5.25%

TLC.AX

1.47%

SGR.AX

2%

TVN.AX

0%

THL.AX

2.12%

TWR.AX

0%

TPG.AX

0.78%

TCL.AX

0.39%

TWE.AX

-0.61%

TUA.AX

0.48%

TCG.AX

1.92%

TRA.AX

0%

USL.AX

1.8%

UNI.AX

1.17%

VAU.AX

0.72%

VNT.AX

0.43%

VCX.AX

-2.9%

VGN.AX

2.46%

VMM.AX

-1.14%

VGL.AX

-2.11%

VEA.AX

-2.28%

VUL.AX

-2.67%

VSL.AX

-4.4%

VYS.AX

-0.68%

WA1.AX

-0.42%

WGN.AX

-2.84%

WAM.AX

-0.99%

WGB.AX

-0.46%

WLE.AX

0.56%

SOL.AX

1.22%

WPR.AX

0.41%

WQG.AX

0.47%

WEB.AX

2.92%

WBT.AX

0.25%

WES.AX

-0.02%

WAF.AX

-0.9%

WGX.AX

1.96%

WBC.AX

0.68%

WHF.AX

-0.4%

WHC.AX

1.17%

WIA.AX

0.5%

WC8.AX

-6.4%

WTC.AX

3.09%

WDS.AX

-0.84%

WOW.AX

-0.44%

WOR.AX

0.27%

XRO.AX

1.9%

YAL.AX

-0.92%

ZIM.AX

-1.78%

ZIP.AX

5.56%

POPULAR ETFs Close($) +/- %
A200

ASX 200

153.10

0.95

0.62

SSO

ASX Small Caps

15.26

0.16

1.06

IVV

S&P 500

71.27

0.16

0.23

NDQ

Nasdaq

59.13

0.13

0.22

F100

FTSE 100

15.54

0.1

0.65

ASIA

Asia Tech

19.43

-0.32

-1.62

IEU

Europe

99.67

0.48

0.48

IEM

Emerging Markets

93.05

-0.11

-0.12

Gold

Gold

59.26

-0.04

-0.07

ACDC

Battery Tech

126.62

-1.89

-1.47

COMMODITIES Close($) -/+ %
Gold

4,632.60

-18.6738

-0.4

Silver

67.97

-0.9678

-1.4

Platinum

1,850.21

-25.79

-1.37

Palladium

1,340.50

-16.3966

-1.21

Ice Brent Crude

92.00

-2.39

-2.53

CURRENCIES Close($) -/+ %
Australian Dollar

0.7149

0

0

Euro

1.1660

0.0004

0.03

British Pound

1.3628

-0.0002

-0.01

Canadian Dollar

1.3852

0.001

0.07

New Zealand Dollar

0.5958

-0.0001

-0.02

Chinese Yuan

6.7232

0.0013

0.02

Japanese Yen

159.3100

0.23

0.14

image description
 

14 Days trial membership

  • Daily reports
  • Real time SMS alerts
  • Every holding in all our portfolios
  • All our buys and sells
  • Q&A with James Gerrish
Subscribe now

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

-1.23%

154.69%

0.32

0.85

BGL  

Bellevue Gold Limited

1.74

2.06%

0.00%

0.86

2.00

BHP  

Bhp Group Ltd

67.62

0.74%

59.81%

39.30

67.72

FMG  

Fortescue Ltd

17.77

-0.89%

-8.05%

17.44

23.38

NHC  

New Hope Corporation Ltd

5.89

-0.25%

35.32%

3.77

6.17

WHC  

Whitehaven Coal Limited

8.18

1.05%

23.89%

5.94

9.90

NEM  

Newmont Cdi

184.12

-0.02%

0.00%

109.03

190.91

NXG  

Nexgen Ene Cdi

15.34

-0.16%

0.00%

10.86

20.47

SFR  

Sandfire Resources Limited

22.64

0.87%

86.84%

12.02

22.63

10 Top Gainers | <$500m

Code Company Last($) % Chg
EOS

Electro Optic Sy

10.17

18.26

ARB

Arb Corporation

21.52

13.92

NXL

Nuix

2.14

11.75

CWP

Cedar Woods Prop

7.90

9.72

BTR

Brightstar Resou

0.53

9.28

ANN

Ansell

41.67

8.97

NGI

Navigator Global

2.61

8.75

AEF

Australian Ethic

4.84

8.28

SUN

Suncorp Grou

19.13

6.63

MYS

Mystate

5.00

6.38

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
NAN

Nanosonics

3.13

-14.95

MND

Monadelphous Gro

28.29

-12.6

SDR

Siteminder

3.34

-12.57

LTR

Liontown

1.20

-9.25

FRW

Freightways Grou

10.98

-8.42

MAD

Mader Group

6.70

-7.46

EUR

European Lithium

0.33

-7.04

PLS

Pls Group

5.11

-6.67

WC8

Wildcat Resource

0.40

-6.4

EDV

Endeavour Group

3.03

-6.35

OPINION

Latest Market Matters Opinions

NexGen Energy Ltd (NXG) $15.36

NXG has been a steady performer in 2026 advancing almost +10%. After reaching a high in late January alongside the broader nuclear/AI power rally, the pre-revenue dual-listed developer was caught in the sector-wide correction, while they also pushed first production at its flagship Rook I project to FY31. However, continued drilling success and the commencement of construction have helped NXG hold up better than many uranium developers.

Read more

Deep Yellow Ltd (DYL) $1.69

DYL has been the laggard of the uranium cohort in 2026, falling ~8% YTD, the weakness largely reflects a sharp de-rating from its January peak as DYL transitions from a development story into a capital-intensive construction phase, requiring significant investment before meaningful revenue arrives.

Read more
more
ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Back to top