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ANALYSIS

Market Analysis

ABG.AX

0%

ASK.AX

1.54%

AX1.AX

0.86%

ADT.AX

7.48%

AGL.AX

-0.09%

AIZ.AX

2.08%

AAI.AX

2.63%

A4N.AX

0%

ALQ.AX

-0.21%

AMC.AX

0.12%

AOV.AX

0.19%

AMP.AX

1.14%

ALD.AX

-1.39%

ANN.AX

0.22%

ANZ.AX

0.23%

APA.AX

0.26%

ARB.AX

-0.5%

LTM.AX

-0.24%

ARF.AX

-0.24%

ARG.AX

-0.11%

ALL.AX

-0.53%

ASX.AX

-0.06%

ALX.AX

0%

AUB.AX

-0.32%

AIA.AX

-0.15%

AD8.AX

2.32%

AZJ.AX

0.57%

ABB.AX

-0.77%

ASB.AX

9.49%

AAC.AX

1.43%

ACL.AX

-0.79%

AFI.AX

0%

AUI.AX

0.54%

BOQ.AX

0.33%

BMN.AX

0.61%

BAP.AX

-1.69%

BCI.AX

-1.61%

BPT.AX

0.4%

BLX.AX

-0.66%

BGA.AX

0%

BGL.AX

1.12%

BEN.AX

-0.34%

BHP.AX

-1.07%

BKI.AX

-0.58%

SQ2.AX

3.42%

BSL.AX

-1.82%

BOE.AX

0%

BOT.AX

-3.9%

BRN.AX

0%

BXB.AX

-0.21%

BVS.AX

-0.65%

BRG.AX

0.14%

BKW.AX

-0.18%

BFL.AX

0%

BWP.AX

-0.27%

CMM.AX

2.43%

CSC.AX

-1.78%

CAR.AX

-0.11%

CIN.AX

0%

CYL.AX

0%

CAT.AX

0%

CNI.AX

-2.23%

CIP.AX

0%

COF.AX

-0.39%

CTT.AX

9.66%

CHN.AX

3.01%

CGF.AX

1.05%

CIA.AX

-0.59%

CHC.AX

-0.82%

CLW.AX

0.25%

CQR.AX

0.28%

CQE.AX

0%

CNU.AX

0%

C79.AX

2.04%

CVL.AX

0.39%

CU6.AX

-2.11%

CWY.AX

0.34%

CUV.AX

1.8%

CBO.AX

0.58%

COH.AX

0.56%

CDA.AX

-0.62%

COL.AX

-0.11%

CKF.AX

0.47%

CBA.AX

-0.4%

CPU.AX

-0.76%

CEN.AX

-0.13%

COE.AX

2.5%

CRN.AX

0.44%

CTD.AX

1.95%

CCP.AX

-1.39%

CMW.AX

-1.14%

CSL.AX

0.56%

DBI.AX

1.19%

DTL.AX

0.81%

DEG.AX

3.25%

DYL.AX

-1.73%

DRR.AX

-1.03%

DVP.AX

2.12%

DXS.AX

-0.93%

DXI.AX

0.73%

DDR.AX

0.85%

DUI.AX

-1.71%

DJW.AX

0%

DHG.AX

-1.52%

DMP.AX

-1.31%

DOW.AX

1.1%

DRO.AX

-2.8%

APE.AX

0.36%

EBO.AX

1.26%

ELD.AX

-0.46%

EMR.AX

2.57%

EDV.AX

-0.2%

EQT.AX

3.4%

EVN.AX

1.78%

EVT.AX

1.68%

FFM.AX

-1.44%

FPH.AX

0.82%

FPR.AX

0.32%

FBU.AX

0%

FLT.AX

0.18%

FMG.AX

-1.32%

FGX.AX

0.4%

FGG.AX

-1.43%

GEM.AX

-0.72%

GDG.AX

2%

GNE.AX

-2.07%

GMD.AX

1.97%

GTK.AX

-1.38%

GOR.AX

2.31%

GMG.AX

-0.74%

GPT.AX

-0.2%

GQG.AX

0%

GNC.AX

0.33%

GOZ.AX

-0.37%

GCI.AX

0.49%

GYG.AX

-0.62%

GWA.AX

1.22%

HSN.AX

-0.8%

HVN.AX

-0.2%

HLS.AX

-0.86%

HCW.AX

0.43%

HGH.AX

1.06%

HM1.AX

1.03%

HLI.AX

0%

HMC.AX

0.8%

HDN.AX

0.8%

HPI.AX

0%

HUB.AX

0.42%

IEL.AX

-0.93%

IGO.AX

-0.37%

ILU.AX

0.61%

IMD.AX

-1.74%

IPL.AX

1.01%

IFM.AX

-1.28%

IFT.AX

2.39%

INA.AX

0.2%

ING.AX

-1.03%

IFL.AX

0.36%

IAG.AX

0.53%

IDX.AX

-0.32%

INR.AX

4.44%

IPX.AX

2.01%

IPH.AX

0%

IRE.AX

0.2%

JHX.AX

-1.86%

JBH.AX

-1.01%

JLG.AX

1.31%

JDO.AX

1.17%

JIN.AX

0.07%

KAR.AX

1.62%

KLS.AX

0%

KKC.AX

0%

KGN.AX

0%

LSF.AX

-1.61%

LRS.AX

0%

LFS.AX

-0.86%

LLC.AX

-0.29%

LFG.AX

0.87%

360.AX

0.58%

LIC.AX

3.41%

LNW.AX

-2.41%

LTR.AX

0%

LOT.AX

1.85%

LOV.AX

-0.7%

LYC.AX

0.39%

MAF.AX

-0.33%

MGH.AX

-0.41%

MAH.AX

0%

MQG.AX

0.09%

MAQ.AX

-0.06%

MAD.AX

3.36%

MFG.AX

-0.1%

MMS.AX

0.32%

MPL.AX

0.27%

MP1.AX

1.07%

MCY.AX

2.01%

MEZ.AX

-1.31%

MSB.AX

4.69%

MAC.AX

2.77%

MTS.AX

-1.12%

MOT.AX

-0.46%

MXT.AX

0%

MFF.AX

-0.26%

MIN.AX

-0.47%

MIR.AX

0.3%

MGR.AX

-0.45%

MND.AX

0%

MYR.AX

-0.56%

NAN.AX

-1.67%

NAB.AX

-0.03%

NSR.AX

-0.41%

NGI.AX

0.57%

NWL.AX

1.25%

NEU.AX

-1.52%

NHC.AX

0.99%

NEM.AX

2.11%

NWS.AX

-0.99%

NXG.AX

2.03%

NXT.AX

0.11%

NHF.AX

0.16%

NCK.AX

0.19%

NIC.AX

0%

NEC.AX

0.4%

NST.AX

1.14%

NWH.AX

0.28%

NUF.AX

1.07%

NXL.AX

2.17%

OCL.AX

1.03%

OFX.AX

3.93%

OML.AX

-1.2%

OPH.AX

1.09%

OPT.AX

4%

OBM.AX

2.44%

ORI.AX

1.23%

ORG.AX

0.59%

ORA.AX

-0.77%

PAC.AX

-0.09%

PDN.AX

0.17%

PNR.AX

-4%

PGC.AX

2.08%

PPC.AX

6.61%

PPM.AX

-1.4%

PRN.AX

-0.96%

PPT.AX

0.46%

PCI.AX

0.44%

PRU.AX

2.67%

PXA.AX

-0.35%

PLS.AX

-1.37%

PNI.AX

-0.1%

PTM.AX

-1.23%

PL8.AX

0%

PGF.AX

-0.87%

PNV.AX

0%

PDI.AX

6.12%

PMV.AX

-0.19%

PME.AX

-0.49%

PFP.AX

-0.7%

PWH.AX

1.58%

PYC.AX

11.11%

QAN.AX

-0.69%

QBE.AX

0.85%

QOR.AX

2.38%

QAL.AX

0.39%

QRI.AX

0.62%

QUB.AX

0.26%

RMS.AX

1.38%

RHC.AX

-0.05%

REA.AX

0.31%

RDX.AX

0.86%

REH.AX

-0.48%

RF1.AX

1.19%

RPL.AX

2.46%

RGN.AX

0.88%

REG.AX

0.31%

RRL.AX

4.35%

RWC.AX

-1.04%

RMD.AX

0.14%

RSG.AX

2.8%

SGLLV.AX

-0.54%

RIC.AX

0.39%

RIO.AX

-0.24%

RUL.AX

-1.38%

RFF.AX

0.52%

SFR.AX

-0.46%

STO.AX

0.56%

SCG.AX

0.28%

SEK.AX

-0.16%

SHV.AX

0.78%

SRV.AX

0.76%

SSM.AX

0%

SVW.AX

-1.1%

SGF.AX

1.52%

SIG.AX

-1.33%

SLX.AX

-1.55%

SGM.AX

-0.47%

SDR.AX

5.31%

SKC.AX

0%

SIQ.AX

0.23%

SHL.AX

-0.66%

S32.AX

-0.28%

SXG.AX

-3.73%

SPK.AX

0.72%

SPR.AX

2.8%

SRG.AX

-1.69%

SMR.AX

-0.96%

SDF.AX

-1.8%

SGP.AX

0.38%

STX.AX

-2.13%

SUN.AX

0.06%

SUL.AX

-1.42%

SLC.AX

-1.42%

SNL.AX

1.94%

TAH.AX

2.06%

TEA.AX

2.12%

TNE.AX

1.06%

TLX.AX

0.28%

TLS.AX

-0.26%

TPW.AX

0.73%

A2M.AX

-0.15%

TLC.AX

-0.59%

SGR.AX

3.85%

TPG.AX

0.59%

TCL.AX

1.29%

TWE.AX

0.25%

TUA.AX

0%

URW.AX

-1.14%

UNI.AX

0.13%

VAU.AX

7.81%

VNT.AX

1.31%

VG1.AX

-0.25%

VCX.AX

0%

VGL.AX

-1.47%

VEA.AX

0%

VUL.AX

-0.45%

VSL.AX

0.38%

WA1.AX

-2.22%

WAM.AX

0.31%

WGB.AX

-0.44%

WLE.AX

-0.36%

SOL.AX

0.2%

WPR.AX

-0.38%

WEB.AX

1.44%

WES.AX

-0.27%

WAF.AX

1.05%

WGX.AX

0.79%

WBC.AX

-0.13%

WHF.AX

0.72%

WHC.AX

1.11%

WTC.AX

-1.27%

WDS.AX

0.51%

WOW.AX

-0.48%

WOR.AX

-1.1%

XRO.AX

1.29%

YAL.AX

-0.16%

ZIM.AX

-1.35%

ZIP.AX

-2.67%

image description

POPULAR ETFs Close($) +/- %
A200

ASX 200

 137.31

-0.08

-0.06

SSO

ASX Small Caps

 14.67

0.01

0.07

IVV

S&P 500

 57.13

-0.13

-0.23

NDQ

Nasdaq

 44.63

-0.11

-0.25

F100

FTSE 100

 12.20

-0.05

-0.41

ASIA

Asia Tech

 9.77

-0.11

-1.11

IEU

Europe

 83.90

-0.41

-0.49

IEM

Emerging Markets

 67.76

-0.55

-0.81

Gold

Gold

 36.19

0.42

1.17

ACDC

Battery Tech

 82.70

-1.07

-1.28

COMMODITIES Close($) -/+ %
Gold

2,656.00

26.5174

1.01

Silver

31.53

0.3372

1.08

Platinum

984.96

17.8021

1.84

Palladium

1,068.75

-0.5987

-0.06

Ice Brent Crude

78.79

-0.61

-0.77

CURRENCIES Close($) -/+ %
Australian Dollar

0.6750

0.0011

0.16

Euro

1.0937

0.0007

0.06

British Pound

1.3066

0.0008

0.06

Canadian Dollar

1.3762

0.0023

0.17

New Zealand Dollar

0.6109

0.0017

0.28

Chinese Yuan

7.0666

-0.0124

-0.18

Japanese Yen

149.1300

0.57

0.38

image description
 

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What We're Watching

China facing stocks
Code Company Price($) Today 1 Year Return 52 Week Range($)
BHP  

Bhp Group Ltd

43.43

-1.07%

-3.14%

38.28

50.84

FMG  

Fortescue Ltd

19.47

-1.32%

-8.72%

15.88

29.95

MIN  

Mineral Resources Ltd

50.94

-0.47%

-19.00%

29.51

79.76

NHC  

New Hope Corporation Ltd

5.11

0.99%

-17.09%

4.08

6.43

PLS  

Pilbara Minerals Ltd

2.88

-1.37%

-31.59%

2.31

4.58

PDN  

Paladin Energy Ltd

11.87

0.17%

18.11%

8.15

17.98

SFR  

Sandfire Resources Ltd

10.83

-0.46%

75.53%

5.70

11.22

S32  

South32 Ltd

3.60

-0.28%

3.75%

2.75

4.02

TWE  

Treasury Wine Estates Ltd

12.11

0.25%

4.94%

9.98

13.01

WHC  

Whitehaven Coal Ltd

7.26

1.11%

9.01%

5.45

9.08

10 Top Gainers | <$500m

Code Company Last($) % Chg
PYC

Pyc Therapeutics

0.20

11.11

CTT

Cettire

2.27

9.66

ASB

Austal

3.00

9.49

VAU

Vault Minerals

0.35

7.81

ADT

Adriatic Metals

3.88

7.48

PPC

Peet

1.37

6.61

PDI

Predictive Disco

0.26

6.12

SDR

Siteminder

6.74

5.31

MSB

Mesoblast

1.45

4.69

INR

Ioneer

0.24

4.44

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
PNR

Pantoro

0.12

-4

BOT

Botanix Pharmace

0.37

-3.9

SXG

Southern Cross G

3.10

-3.73

DRO

Droneshield

1.22

-2.8

ZIP

Zip Co

2.92

-2.67

LNW

Light & Wond Cdi

140.04

-2.41

CNI

Centuria Capital

1.98

-2.23

WA1

Wa1 Resources

13.68

-2.22

STX

Strike Energy

0.23

-2.13

CU6

Clarity Pharmace

6.97

-2.11

OPINION

Latest Market Matters Opinions

First Up

Last week, the AX200 reversed the previous week's decline to finish up +0.8%, with the tech and financial sectors both advancing more than +2.4%. At the same time, miners and energy names struggled ahead of today’s much-anticipated briefing by China's finance ministry. It was a choppy week for local stocks, keying off Asian-inspired volatility as China returned after their Golden Week holiday – the Hang Seng China Enterprise Index swung around in a more than 14% trading range as investors tried to 2nd guess what was coming next from Beijing and the PBOC.

Read more

Broker Moves

• Woodside Energy Cut to Neutral at Macquarie; PT A$27 • Supply Network Rated New Positive at Evans & Partners Pty Ltd • BMN AU Rated New Speculative Buy at Argonaut Securities • Deep Yellow Rated New Hold at Argonaut Securities; PT A$1.50 • Aura Energy Rated New Speculative Buy at Argonaut Securities • Lotus Resources Rated New Speculative Buy at Argonaut Securities

Read more
more
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image description Ask James ASK A QUESTION
image description Ask James

Question asked

Shares COHLEAR , SILVER MINES LIMITED, VYSARN LIMITED

Hi Team, 1)In your 28/9/24 Saturday Q&A, you mentioned "“We like the risk/reward towards COH following its 22% correction into our target zone, but the Moderna implications are enough to keep us on the sidelines.” Please clarify what you meant. 2)Any reason why SILVER MINES LIMITED's share price is not responding to the historically high silver price? 3) What is your investment view on VYSARN LIMITED, buy, hold or sell? How strong is its balance sheet after its recent capital raising which was heavily oversubscribed? I always look forward to reading the Saturday Q&A . I very much appreciate the advice . Cheers, Sidney
image description Ask James

Question asked

MIN, MP1

Is MIN a good buy under $50 ? And what is your view on MP1 ? Thank you.
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Latest View Points
ALX
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image description Chart of the week
 
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Chart of the week

image description
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image description
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Where would we buy Macquarie (MQG)?

MQG has been making inroads into the home loan market, and if refinancing is set to pick up, they should be able to improve market share without sacrificing margins.
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image description Morning Report
  what matters today Market Matters

What Matters Today: Do we see any opportunities in the often-overlooked Transport Sector?

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image description Afternoon Report
  The Match Out Market Matters

The Match Out: ASX up 0.8% for the week as we await more news from China

Afternoon report
image description Ask James ASK A QUESTION
image description Ask James

Question asked

Shares COHLEAR , SILVER MINES LIMITED, VYSARN LIMITED

Hi Team, 1)In your 28/9/24 Saturday Q&A, you mentioned "“We like the risk/reward towards COH following its 22% correction into our target zone, but the Moderna implications are enough to keep us on the sidelines.” Please clarify what you meant. 2)Any reason why SILVER MINES LIMITED's share price is not responding to the historically high silver price? 3) What is your investment view on VYSARN LIMITED, buy, hold or sell? How strong is its balance sheet after its recent capital raising which was heavily oversubscribed? I always look forward to reading the Saturday Q&A . I very much appreciate the advice . Cheers, Sidney
image description Ask James

Question asked

MIN, MP1

Is MIN a good buy under $50 ? And what is your view on MP1 ? Thank you.
Latest View Points
ALX
AZJ
TCL
FSLR US
ORG
SGP
WES
NXT
DBI
C79
CAT
SRG
image description Chart of the week
 
image description

Chart of the week

image description
LME Copper 3-months ($US/MT)
image description
Aus. Investment blog Subscribe to blog
 
macquarie-bank

Where would we buy Macquarie (MQG)?

MQG has been making inroads into the home loan market, and if refinancing is set to pick up, they should be able to improve market share without sacrificing margins.
Invest Direct
 

Market Matters Reporting Calendar

FY24 Reporting season is upon us - Download a full reporting Calendar here
Reporting
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