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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-6.55%

ABG.AX

-0.96%

ASK.AX

0.35%

A1G.AX

AGL.AX

0.21%

A1M.AX

0.79%

AIZ.AX

-1.35%

AAI.AX

1.68%

ALK.AX

-3.39%

A4N.AX

-2.21%

ALQ.AX

-0.38%

AMC.AX

-0.77%

AOV.AX

-1.99%

AMP.AX

-2.04%

ALD.AX

3.67%

ANN.AX

-1.38%

ANZ.AX

-2.4%

APA.AX

0.66%

ARU.AX

ARB.AX

-1.45%

ARF.AX

-0.29%

ARG.AX

-0.57%

ALL.AX

-0.75%

AYA.AX

-7.13%

APZ.AX

0.21%

ASX.AX

-0.64%

ALX.AX

-0.12%

AUB.AX

-0.39%

AIA.AX

0.74%

AZJ.AX

0.61%

AUC.AX

1.02%

ABB.AX

0.74%

ASB.AX

AAC.AX

-0.75%

AEF.AX

-6.16%

AFG.AX

AFI.AX

-0.45%

AUI.AX

-0.83%

ASG.AX

-0.81%

BOQ.AX

-8.8%

BMN.AX

-4.91%

BCI.AX

-0.65%

BPT.AX

0.43%

BGA.AX

-3.36%

BGL.AX

-1.44%

BEN.AX

-4.07%

BNZ.AX

-4.66%

BHP.AX

1.06%

BKI.AX

-0.29%

BC8.AX

0.19%

XYZ.AX

-1.41%

BSL.AX

0.68%

BMC.AX

8.03%

BOE.AX

-3.27%

BXB.AX

-0.59%

BVS.AX

0.68%

BRE.AX

-2.17%

BRG.AX

0.88%

BGP.AX

BFL.AX

BWP.AX

0.13%

CMM.AX

-0.76%

CSC.AX

-4.47%

CAR.AX

-0.96%

CIN.AX

-0.43%

CYL.AX

0.76%

CAT.AX

-2.96%

CWP.AX

-1.65%

CNI.AX

CIP.AX

-0.17%

COF.AX

0.27%

CHN.AX

-1.86%

CGF.AX

-1.07%

CIA.AX

1.19%

CHI.AX

-0.41%

CHC.AX

-2.59%

CLW.AX

0.56%

CQR.AX

0.65%

CQE.AX

-0.19%

CNU.AX

1.13%

C79.AX

0.13%

CVL.AX

-0.18%

CU6.AX

-4.22%

CWY.AX

3.36%

CBO.AX

1.4%

COH.AX

-39.7%

CDA.AX

-1.86%

COL.AX

0.52%

CKF.AX

-0.93%

CBA.AX

-2.56%

CPU.AX

-2.51%

CEN.AX

-0.26%

CXO.AX

-2%

CCP.AX

-1.67%

CMW.AX

-3.66%

CSL.AX

-5.27%

CCL.AX

-2.25%

DBI.AX

0.85%

DTL.AX

-0.13%

DTR.AX

-6.25%

DYL.AX

-2.97%

DRR.AX

0.48%

DVP.AX

2.97%

DXS.AX

DXI.AX

-0.21%

DDR.AX

-0.77%

DGT.AX

-0.24%

DUI.AX

DJW.AX

0.35%

DMP.AX

-0.54%

DOW.AX

2.02%

DPM.AX

-3.68%

DRO.AX

-2.89%

DUR.AX

0.71%

DNL.AX

2.34%

APE.AX

-0.65%

EBO.AX

-3.4%

EIQ.AX

-4.17%

ELD.AX

-1.39%

EOS.AX

-1.05%

ELV.AX

0.96%

ELS.AX

-5.44%

EHL.AX

0.2%

EMR.AX

-1.85%

EDV.AX

0.74%

ERA.AX

-12.5%

EQR.AX

-7.5%

EQT.AX

-1.35%

EVN.AX

-4.45%

EVT.AX

-0.33%

FCL.AX

1.15%

FFM.AX

-0.7%

FPH.AX

-1%

FPR.AX

0.83%

FBU.AX

-1.48%

FLT.AX

-3.15%

FML.AX

FRS.AX

-2.17%

FMG.AX

0.12%

FRW.AX

FGX.AX

0.36%

FGG.AX

0.31%

GLN.AX

-1.55%

GLF.AX

1.74%

GDG.AX

-20.87%

GNE.AX

0.26%

GMD.AX

-2.4%

GTK.AX

-2.17%

GNP.AX

-1.58%

GMG.AX

-0.03%

GPT.AX

0.52%

GQG.AX

-1.16%

GNG.AX

0.45%

GNC.AX

0.62%

GGP.AX

-0.79%

GOZ.AX

-0.45%

GCI.AX

0.99%

GYG.AX

-2.93%

GWA.AX

-1.93%

HSN.AX

-0.78%

HVN.AX

-1.41%

HGH.AX

-1.05%

HM1.AX

HLI.AX

-0.92%

HMC.AX

-4.05%

HDN.AX

-0.4%

HUB.AX

-1.35%

IEL.AX

-2.86%

IGO.AX

-0.73%

ILU.AX

5.87%

IMD.AX

-1.46%

IMR.AX

-7.82%

IFT.AX

0.69%

INA.AX

-1.2%

ING.AX

-0.99%

IFL.AX

IAG.AX

IDX.AX

-2.83%

IPG.AX

6.27%

IPX.AX

-1.4%

IPH.AX

-0.85%

IRE.AX

0.7%

JHX.AX

0.62%

JBH.AX

-0.27%

JDO.AX

-7.43%

JMS.AX

KAR.AX

1.24%

KLS.AX

-1.74%

KCN.AX

4.53%

KKC.AX

1.21%

GLS.AX

-0.79%

L1G.AX

0.22%

LSF.AX

0.71%

LRV.AX

2.26%

LFS.AX

LLC.AX

1.64%

LFG.AX

-0.59%

360.AX

-2.96%

LIC.AX

-3.11%

LNW.AX

-0.86%

LIN.AX

-5.22%

LTR.AX

1.09%

LOV.AX

-1.94%

LYL.AX

-1.31%

LYC.AX

-0.8%

MA1.AX

0.51%

MAF.AX

-8.37%

MGH.AX

0.21%

MAH.AX

-0.3%

MQG.AX

-4.2%

MAQ.AX

-1.76%

MAD.AX

MFG.AX

1.04%

MAU.AX

-0.76%

MMS.AX

-0.69%

MPL.AX

1.28%

MP1.AX

0.68%

MCY.AX

3.41%

MEZ.AX

1.3%

MSB.AX

-4.35%

MLX.AX

1.4%

MTS.AX

-0.52%

MEI.AX

11.76%

MOT.AX

-0.29%

MXT.AX

0.26%

MFF.AX

-0.86%

MIN.AX

0.37%

MI6.AX

-1.27%

MIR.AX

-0.37%

MGR.AX

-0.14%

MND.AX

0.07%

MYS.AX

-2.28%

NAN.AX

-5.07%

NAB.AX

-2.06%

NSR.AX

NGI.AX

-2.42%

NWL.AX

-1.18%

NEU.AX

-2.33%

NHC.AX

1.66%

NMG.AX

-1.06%

NEM.AX

-2.07%

NWS.AX

1.77%

NXG.AX

-3.23%

NXT.AX

3.32%

NHF.AX

0.07%

NCK.AX

-3.37%

NIC.AX

2.01%

NEC.AX

-0.76%

NST.AX

-3.68%

NWH.AX

-0.95%

NUF.AX

-1.9%

OCL.AX

-1.68%

OBL.AX

0.29%

OML.AX

-0.53%

OPH.AX

-2.21%

OBM.AX

1.27%

ORI.AX

1.21%

ORG.AX

0.52%

ORA.AX

-3.03%

PDN.AX

-5.07%

PNR.AX

-4.1%

PPC.AX

1.17%

PPM.AX

-3.04%

PRN.AX

-0.24%

PPT.AX

-1.57%

PCI.AX

1.4%

PRU.AX

-2.04%

PXA.AX

0.36%

PNI.AX

-1.26%

PL8.AX

-1.82%

PLS.AX

0.34%

PGF.AX

-0.34%

PNV.AX

-1.46%

PDI.AX

-0.27%

PMV.AX

-1.93%

PME.AX

-1.52%

PFP.AX

-0.25%

PWH.AX

-2.79%

PYC.AX

-0.77%

QAN.AX

-1.82%

QBE.AX

-0.27%

QAL.AX

-1.26%

QRI.AX

-0.32%

QUB.AX

0.1%

RAC.AX

RMS.AX

-2.88%

RHC.AX

-0.64%

REA.AX

-0.05%

RDX.AX

0.9%

REH.AX

1.52%

RF1.AX

0.58%

RPL.AX

-2.57%

RG1.AX

-0.43%

RGN.AX

-0.22%

REG.AX

0.34%

RRL.AX

-3.06%

RWC.AX

-5.13%

RMD.AX

-2.44%

RSG.AX

-1.9%

SGLLV.AX

-0.6%

RIC.AX

0.91%

RIO.AX

-0.35%

RXL.AX

-1.11%

RFF.AX

-0.25%

RYM.AX

2.99%

SFR.AX

-1.3%

SMI.AX

-3.6%

STO.AX

0.34%

SCG.AX

0.7%

SEK.AX

-2.84%

SHV.AX

-0.27%

SRV.AX

-0.61%

SSM.AX

-1.01%

SGH.AX

-2.23%

SHA.AX

-1.68%

SIG.AX

-0.88%

SLX.AX

-1.92%

SGM.AX

1.29%

SDR.AX

-3.78%

SKS.AX

5.77%

SKC.AX

2.83%

SIQ.AX

0.62%

SHL.AX

0.32%

S32.AX

1.81%

SX2.AX

-1.4%

SXE.AX

1.47%

SPK.AX

-0.87%

SRG.AX

SBM.AX

-3.19%

SGQ.AX

-1.92%

SMR.AX

-4.26%

SDF.AX

-0.68%

SGP.AX

-0.35%

STK.AX

SNZ.AX

1.51%

SUN.AX

0.21%

SRL.AX

0.3%

SUL.AX

-2.23%

SLC.AX

1.51%

SNL.AX

-2.25%

SYL.AX

-3.61%

TAH.AX

-1.82%

TEA.AX

-2.62%

TNE.AX

1.23%

TLX.AX

-0.21%

TLS.AX

0.28%

TPW.AX

-1.71%

A2M.AX

0.75%

TLC.AX

-0.97%

SGR.AX

2.17%

TVN.AX

-0.75%

TWR.AX

1.24%

TPG.AX

-0.12%

TCL.AX

0.22%

TWE.AX

16.54%

TUA.AX

-0.25%

TCG.AX

-0.76%

UNI.AX

-0.95%

VAU.AX

VNT.AX

0.85%

VCX.AX

-0.19%

VGN.AX

-3.63%

VEA.AX

-0.43%

VUL.AX

-3.19%

VSL.AX

WA1.AX

-3.7%

WGN.AX

-1.6%

WAM.AX

-1.3%

WGB.AX

-1.39%

WLE.AX

-0.56%

SOL.AX

-0.85%

WPR.AX

WEB.AX

-0.71%

WBT.AX

0.98%

WES.AX

-1.05%

WAF.AX

-1.17%

WGX.AX

-3.97%

WBC.AX

-2.01%

WHF.AX

-1.72%

WHC.AX

-0.88%

WIA.AX

3.06%

WC8.AX

WTC.AX

-0.3%

WDS.AX

-0.99%

WOW.AX

1.11%

WOR.AX

2.62%

XRO.AX

-0.86%

YAL.AX

0.15%

ZIM.AX

-1.06%

ZIP.AX

-1.55%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.75	-1.7	-1.14
SSO ASX Small Caps	16.12	-0.14	-0.86
IVV S&P 500	66.00	-0.2	-0.3
NDQ Nasdaq	54.83	-0.09	-0.16
F100 FTSE 100	14.90	-0.21	-1.39
ASIA Asia Tech	17.26	-0.05	-0.29
IEU Europe	99.46	-1.47	-1.46
IEM Emerging Markets	88.65	-0.52	-0.58
Gold Gold	60.84	-0.3	-0.49
ACDC Battery Tech	167.33	-0.66	-0.39

COMMODITIES	Close($)	-/+	%
Gold	4,755.56	43.893	0.93
Silver	78.08	1.3796	1.8
Platinum	2,067.69	30.9025	1.52
Palladium	1,561.93	29.0299	1.89
Ice Brent Crude	99.06	3.58	3.75
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7160	0.0009	0.13
Euro	1.1740	-0.0002	-0.02
British Pound	1.3509	0.0003	0.02
Canadian Dollar	1.3654	-0.0008	-0.06
New Zealand Dollar	0.5907	0.0014	0.24
Chinese Yuan	6.8227	0.0019	0.03
Japanese Yen	159.2600	-0.07	-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	0.64	0.79%	84.06%	0.30 0.75
BGL	Bellevue Gold Ltd	1.71	-1.3%	76.65%	0.78 2.00
BHP	Bhp Group Ltd	56.10	1.06%	52.17%	35.52 59.39
FMG	Fortescue Ltd	21.21	0.14%	40.36%	14.31 23.38
NHC	New Hope Corporation Ltd	5.21	1.66%	41.44%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.85	-1.2%	63.71%	4.75 9.90
NEM	Newmont Cdi	155.30	-2.08%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.10	-3.23%	0.00%	7.31 20.47
SFR	Sandfire Resources Ltd	17.78	-1.3%	85.67%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TWE	Treasury Wine Es	4.72	16.54
MEI	Meteoric Resourc	0.19	11.76
BMC	Bmc Minerals Cdi	2.96	8.03
IPG	Ipd Group	5.42	6.27
ILU	Iluka Resources	8.11	5.87
SKS	Sks Technologies	6.78	5.77
KCN	Kingsgate Consol	6.00	4.53
ALD	Ampol	32.77	3.67
MCY	Mercury Nz	5.46	3.41
CWY	Cleanaway Waste	2.46	3.36

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
COH	Cochlear	101.27	-39.7
GDG	Generation Devel	3.64	-20.87
ERA	Energy Resources	0.00	-12.5
BOQ	Bank Of Queensla	6.63	-8.8
MAF	Ma Financial	6.90	-8.37
IMR	Imricor Medical	1.95	-7.82
EQR	Eq Resources	0.28	-7.5
JDO	Judo Capital Hol	1.37	-7.43
AYA	Artrya	4.17	-7.13
4DX	4dmedical	4.99	-6.55

OPINION

Latest Market Matters Opinions

22/04/2026 10:45

Cochlear Ltd (ASX:COH) $104.50

Cochlear (ASX:COH) has plunged almost 40%, the most in more than 30-years,after downgrading net profit guidance by ~25%.

22/04/2026 09:40

Portfolio Amendment – Emerging Companies Portfolio

As discussed in the AM note this morning (here), the risk/reward has improved for Chrysos Corp (C79), and we are using recent weakness to establish a position.

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