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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-10.53%

ABG.AX

-0.97%

ASK.AX

1.07%

AGL.AX

-3.27%

AIZ.AX

4.29%

AAI.AX

-2.32%

ALK.AX

5.54%

A4N.AX

-2.99%

ALQ.AX

2.94%

AMC.AX

3.85%

AOV.AX

3.14%

AMP.AX

ALD.AX

-2.28%

ANN.AX

2.09%

ANZ.AX

0.76%

APA.AX

0.57%

ARU.AX

1.43%

ARB.AX

4.88%

ARF.AX

0.3%

ARG.AX

0.57%

ALL.AX

-0.11%

AYA.AX

0.23%

APZ.AX

4.03%

ASX.AX

-4.22%

ALX.AX

-0.41%

AUB.AX

0.45%

AIA.AX

0.44%

AMI.AX

5.08%

AZJ.AX

-1.45%

AUC.AX

3.19%

ABB.AX

0.57%

ASB.AX

-2.14%

AAC.AX

AFG.AX

3.94%

AFI.AX

-0.3%

AUI.AX

0.74%

ASG.AX

2.58%

BOQ.AX

0.63%

BMN.AX

6.46%

BCI.AX

BPT.AX

-2.67%

BGA.AX

-0.19%

BGL.AX

1.93%

BEN.AX

1.12%

BNZ.AX

1.96%

BHP.AX

3.78%

BKI.AX

-0.56%

BC8.AX

5.45%

XYZ.AX

-0.08%

BSL.AX

2.14%

BMC.AX

3.37%

BOE.AX

8.61%

BXB.AX

-0.44%

BVS.AX

3.67%

BRE.AX

-0.81%

BRG.AX

0.04%

BGP.AX

BFL.AX

0.12%

BWP.AX

0.59%

CMM.AX

3.91%

CSC.AX

6.84%

CAR.AX

0.24%

CIN.AX

CYL.AX

4.08%

CAT.AX

1.53%

CWP.AX

4.99%

CNI.AX

-0.6%

CIP.AX

0.67%

COF.AX

0.53%

CHN.AX

7.29%

CGF.AX

-0.56%

CIA.AX

1.41%

CHI.AX

CHC.AX

0.55%

CLW.AX

0.56%

CQR.AX

1.04%

CQE.AX

0.38%

CNU.AX

0.73%

C79.AX

5.02%

CVL.AX

1.28%

CU6.AX

1.02%

CWY.AX

3.21%

CBO.AX

-2.36%

COH.AX

1.17%

CDA.AX

2.15%

COL.AX

0.37%

CKF.AX

0.72%

CBA.AX

0.7%

CPU.AX

-1.49%

CEN.AX

-1.61%

CXO.AX

6.25%

CCP.AX

7.95%

CMW.AX

3.66%

CSL.AX

-2.08%

CCL.AX

1.51%

DBI.AX

-2.95%

DTL.AX

2.38%

DTR.AX

4.35%

DYL.AX

5.22%

DRR.AX

1.17%

DVP.AX

8.29%

DXS.AX

0.97%

DXI.AX

1.22%

DDR.AX

-0.64%

DGT.AX

-2.71%

DJW.AX

-0.7%

DMP.AX

1.34%

DOW.AX

-1.74%

DPM.AX

10.57%

DRO.AX

-1.57%

DUR.AX

-0.75%

DNL.AX

3.1%

APE.AX

1.83%

EBO.AX

1.25%

EIQ.AX

8.33%

ELD.AX

EOS.AX

-4.31%

ELV.AX

1.26%

ELS.AX

-1.3%

EHL.AX

3.86%

EMR.AX

1.84%

EDV.AX

ERA.AX

EQR.AX

EQT.AX

-1.5%

EUR.AX

3.23%

EVN.AX

6.33%

EVT.AX

1.44%

FCL.AX

-0.35%

FFM.AX

6.94%

FPH.AX

0.41%

FPR.AX

5.47%

FBU.AX

1.26%

FLT.AX

1.97%

FML.AX

1.31%

FRS.AX

FMG.AX

3.73%

FRW.AX

FGX.AX

FGG.AX

2.4%

GLN.AX

-1.83%

GLF.AX

-0.65%

GDG.AX

2.78%

GNE.AX

4.57%

GMD.AX

4.41%

GNP.AX

-0.53%

GMG.AX

0.69%

GPT.AX

1.26%

GQG.AX

0.89%

GNG.AX

0.64%

GNC.AX

1.47%

GGP.AX

4.69%

GOZ.AX

2.76%

GCI.AX

GYG.AX

2.14%

GWA.AX

HSN.AX

1.44%

HVN.AX

2.26%

HGH.AX

-0.52%

HM1.AX

2.51%

HLI.AX

-0.38%

HMC.AX

HDN.AX

HUB.AX

4.18%

IEL.AX

-0.35%

IGO.AX

4.46%

ILU.AX

4.92%

IMD.AX

-11.29%

IMR.AX

-3.06%

IFT.AX

3.07%

INA.AX

1.26%

ING.AX

2.93%

IAG.AX

-1.83%

IDX.AX

2.21%

IPG.AX

6.41%

IPX.AX

10.25%

IPH.AX

IRE.AX

1.07%

JHX.AX

3.38%

JBH.AX

2.04%

JDO.AX

4.11%

JMS.AX

1.89%

KAR.AX

-3.38%

KLS.AX

4.65%

KCN.AX

6.48%

KKC.AX

GLS.AX

-0.53%

LGF.AX

L1G.AX

LSF.AX

1.15%

LRV.AX

3.6%

LFS.AX

-0.54%

LLC.AX

0.95%

LFG.AX

2.15%

360.AX

-2.72%

LIC.AX

1.46%

LNW.AX

-8.34%

LIN.AX

4.03%

LTR.AX

-1.18%

LOV.AX

4.84%

LYL.AX

1.23%

LYC.AX

3.59%

MA1.AX

-0.25%

MAF.AX

1.58%

MGH.AX

4.46%

MAH.AX

4.61%

MQG.AX

0.54%

MAQ.AX

2.56%

MAD.AX

1.17%

MFG.AX

3.53%

MAU.AX

1.04%

MMS.AX

2.83%

MPL.AX

-1.29%

MP1.AX

9.38%

MCY.AX

-2.33%

MEZ.AX

-0.62%

MSB.AX

MLX.AX

4.42%

MTS.AX

1.09%

MEI.AX

MOT.AX

-0.57%

MXT.AX

0.79%

MFF.AX

3.57%

MIN.AX

2.94%

MI6.AX

-1.97%

MIR.AX

-0.39%

MGR.AX

0.29%

MND.AX

0.23%

MYS.AX

0.86%

NAN.AX

2.76%

NAB.AX

-1.3%

NGI.AX

1.49%

NWL.AX

2.75%

NEU.AX

5.93%

NHC.AX

-4.32%

NMG.AX

NEM.AX

2.78%

NWS.AX

3.16%

NXG.AX

6.26%

NXT.AX

3.91%

NHF.AX

-0.59%

NCK.AX

2.94%

NIC.AX

4.76%

NEC.AX

NST.AX

4.38%

NWH.AX

7.05%

NUF.AX

2.07%

NXL.AX

-1.66%

OCL.AX

-0.18%

OML.AX

3.21%

OPH.AX

-1.85%

OBM.AX

5.49%

ORI.AX

7.55%

ORG.AX

-2.59%

ORA.AX

1.81%

PDN.AX

8.47%

PNR.AX

5.54%

PPC.AX

PPM.AX

1.47%

PRN.AX

2.6%

PPT.AX

2.12%

PCI.AX

PRU.AX

2.58%

PXA.AX

-0.83%

PNI.AX

0.86%

PL8.AX

1.11%

PLS.AX

2.08%

PGF.AX

2.04%

PNV.AX

1.46%

PDI.AX

6.15%

PMV.AX

2.31%

PME.AX

-2.16%

PFP.AX

0.27%

PWH.AX

3.33%

PYC.AX

1.29%

QAN.AX

5.14%

QBE.AX

1.03%

QAL.AX

1.63%

QRI.AX

0.64%

QUB.AX

0.4%

RMS.AX

3.8%

RHC.AX

0.37%

REA.AX

0.21%

RDX.AX

3.73%

REH.AX

2.65%

RF1.AX

4.02%

RPL.AX

4.69%

RG1.AX

RGN.AX

REG.AX

1.44%

RRL.AX

4.92%

RWC.AX

0.63%

RMD.AX

0.14%

RSG.AX

5.22%

SGLLV.AX

-1.73%

RIC.AX

0.73%

RIO.AX

3.23%

RXL.AX

5.95%

RFF.AX

0.75%

RYM.AX

4.49%

SFR.AX

5.72%

SMI.AX

-0.83%

STO.AX

-3.3%

SCG.AX

1.33%

SEK.AX

1.83%

SHV.AX

4.38%

SRV.AX

SSM.AX

-1.46%

SGH.AX

1.12%

SHA.AX

7.31%

SIG.AX

-1.03%

SLX.AX

7.93%

SGM.AX

2.34%

SDR.AX

5.07%

SKS.AX

1.21%

SKC.AX

0.98%

SIQ.AX

4.09%

SHL.AX

-1.06%

S32.AX

1.21%

SX2.AX

5.66%

SXE.AX

0.75%

SPK.AX

0.29%

SRG.AX

0.67%

SBM.AX

3.2%

SMR.AX

2.59%

SDF.AX

-0.73%

SGP.AX

SNZ.AX

1.72%

SUN.AX

-0.64%

SRL.AX

-2.05%

SUL.AX

-2.92%

SLC.AX

-0.29%

SNL.AX

1.76%

SYL.AX

2.94%

TAH.AX

-23.48%

TEA.AX

-0.17%

TNE.AX

-1.79%

TLX.AX

-0.79%

TLS.AX

-0.56%

TPW.AX

8.12%

A2M.AX

0.46%

TLC.AX

1.13%

SGR.AX

-4.35%

TVN.AX

4.84%

TWR.AX

0.58%

TPG.AX

TCL.AX

0.07%

TWE.AX

1.17%

TUA.AX

0.17%

TCG.AX

1.75%

UNI.AX

3.81%

VAU.AX

9.21%

VNT.AX

-1.86%

VCX.AX

0.39%

VGN.AX

6.25%

VEA.AX

-5.06%

VUL.AX

1.59%

VSL.AX

3.43%

WA1.AX

1.48%

WGN.AX

-0.41%

WAM.AX

-0.29%

WGB.AX

-0.91%

WLE.AX

-1.49%

SOL.AX

1.13%

WPR.AX

-0.4%

WQG.AX

1.65%

WEB.AX

1.78%

WBT.AX

1.58%

WES.AX

1.35%

WAF.AX

4.28%

WGX.AX

5.32%

WBC.AX

1.03%

WHF.AX

1.63%

WHC.AX

-3.22%

WIA.AX

11.24%

WC8.AX

-1.53%

WTN.AX

WTC.AX

-0.94%

WDS.AX

-4.24%

WOW.AX

0.92%

WOR.AX

-0.16%

XRO.AX

-2.02%

YAL.AX

-3.94%

ZIM.AX

4.52%

ZIP.AX

4.76%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.39	1.43	0.97
SSO ASX Small Caps	15.82	0	0
IVV S&P 500	67.70	0.76	1.14
NDQ Nasdaq	58.19	0.8	1.39
F100 FTSE 100	14.80	0.19	1.3
ASIA Asia Tech	20.29	0.63	3.2
IEU Europe	100.05	1.57	1.59
IEM Emerging Markets	93.89	1.34	1.45
Gold Gold	59.47	0.52	0.88
ACDC Battery Tech	180.46	2.91	1.64

COMMODITIES	Close($)	-/+	%
Gold	4,735.08	46.03	0.98
Silver	79.70	2.3654	3.06
Platinum	2,084.95	24.1248	1.17
Palladium	1,551.25	13.8534	0.9
Ice Brent Crude	101.96	-7.91	-7.2
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7255	0.0019	0.26
Euro	1.1769	0.0022	0.19
British Pound	1.3619	0.0028	0.21
Canadian Dollar	1.3627	-0.0005	-0.04
New Zealand Dollar	0.5971	0.0016	0.27
Chinese Yuan	6.8017	-0.0093	-0.14
Japanese Yen	156.3800	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	0.61	7.08%	61.43%	0.30 0.75
BGL	Bellevue Gold Ltd	1.59	1.93%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.52	3.78%	49.97%	35.52 59.39
FMG	Fortescue Ltd	21.42	3.73%	29.14%	14.31 23.38
NHC	New Hope Corporation Ltd	5.09	-4.32%	43.01%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.11	-3.22%	65.94%	5.03 9.90
NEM	Newmont Cdi	160.06	2.78%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.66	6.26%	0.00%	8.24 20.47
SFR	Sandfire Resources Ltd	17.92	5.72%	64.88%	10.09 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
WIA	Wia Gold	0.50	11.24
DPM	Dpm Metals Cdi	48.45	10.57
IPX	Iperionx	5.27	10.25
MP1	Megaport	10.03	9.38
VAU	Vault Minerals	4.86	9.21
BOE	Boss Energy	1.45	8.61
PDN	Paladin Energy	12.94	8.47
EIQ	Echoiq	1.04	8.33
DVP	Develop Global	5.88	8.29
TPW	Temple & Webster	5.99	8.12

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TAH	Tabcorp Holdings	0.88	-23.48
IMD	Imdex	3.93	-11.29
4DX	4dmedical	3.40	-10.53
LNW	Light & Wo Cdi 1	102.66	-8.34
VEA	Viva Energy Grp	2.25	-5.06
SGR	The Star Enterta	0.11	-4.35
NHC	New Hope Corpora	5.09	-4.32
EOS	Electro Optic Sy	9.54	-4.31
WDS	Woodside Energy	30.49	-4.24
ASX	Asx	60.14	-4.22

OPINION

Latest Market Matters Opinions

07/05/2026 17:17

Broker Moves

• Super Retail Cut to Neutral at Evans & Partners Pty Ltd • Sigma Healthcare Raised to Buy at Ord Minnett; PT A$3.40 • Aurizon Cut to Neutral at Jarden Securities; PT A$4.15 • BWP Property Cut to Neutral at Macquarie; PT A$3.90 • Imdex Cut to Hold at Jefferies; PT A$4.80 • Lottery Corp. Raised to Accumulate at Morgans Financial Limited

07/05/2026 17:17

Super Retail Group (ASX:SUL) $11.32

SUL –2.92%: Traded lower today after a softer trading update released after market yesterday. The result showed a weakening consumer as margins and headline sales both came under pressure over the recent period.

ACTION

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Market Matters Content

What Matters Today: Mining Services Stocks Hit New Highs — Will the Miners Follow?

Morning report 07/05/2026

Afternoon Report

The Match Out: ASX rallies in back-to-back sessions as Miners push toward all-time highs

Afternoon report 07/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

SUL

LNW

SFR

BHP

NWH

AMC

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Morning Report

What Matters Today: Mining Services Stocks Hit New Highs — Will the Miners Follow?

Morning report 07/05/2026

Afternoon Report

The Match Out: ASX rallies in back-to-back sessions as Miners push toward all-time highs

Afternoon report 07/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

SUL

LNW

SFR

BHP

NWH

AMC

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Opinion + Action