scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-8.63%

ABG.AX

-0.96%

ASK.AX

-1.41%

A1G.AX

AGL.AX

2.75%

AIZ.AX

AAI.AX

-3.49%

ALK.AX

-6.51%

A4N.AX

-3.52%

ALQ.AX

-0.67%

AMC.AX

-1.44%

AOV.AX

-0.15%

AMP.AX

0.17%

AEL.AX

4.57%

ALD.AX

1.63%

ANN.AX

-0.74%

ANZ.AX

0.14%

APA.AX

0.75%

ARU.AX

-6.34%

ARB.AX

-1.64%

ARF.AX

-0.57%

ARG.AX

-0.58%

ALL.AX

0.72%

AYA.AX

APZ.AX

-0.62%

ASX.AX

ALX.AX

0.82%

AUB.AX

0.73%

AIA.AX

-0.44%

AZJ.AX

1.21%

AUC.AX

-2.54%

ABB.AX

-0.46%

ASB.AX

3.27%

AAC.AX

-0.75%

AFG.AX

-0.73%

AFI.AX

-0.45%

AUI.AX

-0.56%

BOQ.AX

2.21%

BMN.AX

-5.59%

BCI.AX

1.3%

BPT.AX

0.62%

BGA.AX

1.21%

BGL.AX

-2.25%

BEN.AX

0.19%

BNZ.AX

BHP.AX

-0.28%

BKI.AX

BC8.AX

-1.68%

XYZ.AX

-2.16%

BSL.AX

-0.92%

BOE.AX

-1.82%

BXB.AX

-2.4%

BVS.AX

-4.07%

BRE.AX

0.31%

BRG.AX

-0.52%

BGP.AX

BFL.AX

-0.12%

BWP.AX

-0.88%

CMM.AX

-3.03%

CSC.AX

-1.36%

CAR.AX

-1.05%

CIN.AX

-2.43%

CYL.AX

-3.06%

CAT.AX

4.64%

CWP.AX

-1.79%

CNI.AX

CIP.AX

0.33%

COF.AX

0.27%

CHN.AX

-3.55%

CGF.AX

1.98%

CIA.AX

-2.47%

CHI.AX

CHC.AX

-0.2%

CLW.AX

0.7%

CQR.AX

-0.65%

CQE.AX

1.13%

CNU.AX

0.75%

C79.AX

0.52%

CVL.AX

3.17%

CU6.AX

-2.7%

CWY.AX

-1.26%

CBO.AX

0.7%

COH.AX

2.79%

CDA.AX

-1.08%

COL.AX

0.66%

CKF.AX

-0.36%

CBA.AX

0.27%

CPU.AX

-0.94%

CEN.AX

-6.13%

CXO.AX

-4.41%

CCP.AX

-1.54%

CMW.AX

-1.27%

CSL.AX

1.38%

CCL.AX

DBI.AX

0.09%

DTL.AX

5.61%

DTR.AX

-9.09%

DYL.AX

-3.14%

DRR.AX

-0.49%

DVP.AX

-4.51%

DXS.AX

0.57%

DXI.AX

0.82%

DDR.AX

-2.93%

DGT.AX

5.09%

DUI.AX

DJW.AX

-0.7%

DMP.AX

-0.89%

DOW.AX

-0.73%

DPM.AX

-2.06%

DRO.AX

0.4%

DUR.AX

1.05%

DNL.AX

0.16%

APE.AX

-2.01%

EBO.AX

0.81%

EIQ.AX

2.17%

ELD.AX

-0.81%

EOS.AX

-3.92%

ELV.AX

9.69%

ELS.AX

2.54%

EHL.AX

EMR.AX

-4.39%

EDV.AX

3.11%

ERA.AX

-12.5%

EQR.AX

-1.75%

EQT.AX

-2.82%

EVN.AX

-1.73%

EVT.AX

-10.41%

FCL.AX

-1.12%

FFM.AX

-1.84%

FPH.AX

-1.34%

FPR.AX

2.1%

FBU.AX

-0.44%

FLT.AX

-2.05%

FML.AX

-7.14%

FRS.AX

6.45%

FMG.AX

-5.03%

FRW.AX

FGX.AX

-0.73%

FGG.AX

0.3%

GLN.AX

5.32%

GLF.AX

-0.85%

GDG.AX

-1.11%

GNE.AX

1.05%

GMD.AX

-4.18%

GTK.AX

-3.26%

GNP.AX

4.55%

GMG.AX

-0.2%

GPT.AX

0.1%

GQG.AX

GNG.AX

1.76%

GNC.AX

0.16%

GGP.AX

-2.53%

GOZ.AX

-0.67%

GCI.AX

GYG.AX

-1.66%

GWA.AX

-0.99%

HSN.AX

-0.2%

HVN.AX

-1.09%

HGH.AX

-1.05%

HM1.AX

-1.42%

HLI.AX

-0.19%

HMC.AX

0.85%

HDN.AX

-0.6%

HUB.AX

-2.24%

IEL.AX

IGO.AX

-16.04%

ILU.AX

-1.04%

IMD.AX

0.25%

IMR.AX

-2.44%

IFT.AX

-0.98%

INA.AX

-0.61%

ING.AX

-0.74%

IFL.AX

IAG.AX

-1.76%

IDX.AX

1.14%

IPG.AX

0.55%

IPX.AX

-6%

IPH.AX

1.42%

IRE.AX

-4.1%

JHX.AX

1.56%

JBH.AX

-0.14%

JDO.AX

0.72%

JMS.AX

KAR.AX

2.05%

KLS.AX

-1.64%

KCN.AX

-2.58%

KKC.AX

-1.19%

GLS.AX

-1.05%

LGF.AX

0.25%

L1G.AX

-4.43%

LSF.AX

-1.89%

LRV.AX

-0.74%

LFS.AX

0.54%

LLC.AX

-2.02%

LFG.AX

-1.14%

360.AX

-3.61%

LIC.AX

-0.22%

LNW.AX

-1.39%

LIN.AX

-3.55%

LTR.AX

2.5%

LOV.AX

-1.54%

LYL.AX

0.47%

LYC.AX

-0.05%

MA1.AX

0.51%

MAF.AX

-3.65%

MGH.AX

-1.27%

MAH.AX

-2.16%

MQG.AX

0.72%

MAQ.AX

-1%

MAD.AX

-1.25%

MFG.AX

-0.3%

MAU.AX

-1.27%

MMS.AX

-1.19%

MPL.AX

1.97%

MP1.AX

0.11%

MCY.AX

2.13%

MEZ.AX

0.22%

MSB.AX

-0.23%

MLX.AX

-1.24%

MTS.AX

-1.22%

MOT.AX

MXT.AX

0.13%

MFF.AX

0.67%

MIN.AX

-1.74%

MI6.AX

-1.33%

MIR.AX

-0.75%

MGR.AX

-1.14%

MND.AX

-0.1%

MYS.AX

-0.79%

NAN.AX

1.11%

NAB.AX

-0.15%

NGI.AX

-1.24%

NWL.AX

-3.22%

NEU.AX

0.7%

NHC.AX

-2.56%

NMG.AX

-4%

NEM.AX

1.02%

NWS.AX

-0.91%

NXG.AX

-2.05%

NXT.AX

2.03%

NHF.AX

1.01%

NCK.AX

-2.21%

NIC.AX

NEC.AX

-1.32%

NST.AX

-3.73%

NWH.AX

-0.81%

NUF.AX

2.63%

NXL.AX

14.61%

OCL.AX

-3.77%

OPH.AX

-0.38%

OBM.AX

-5.32%

ORI.AX

0.93%

ORG.AX

1.81%

ORA.AX

-1.56%

PDN.AX

-2.47%

PNR.AX

-1.82%

PPC.AX

-1.05%

PPM.AX

-1.43%

PRN.AX

-1.55%

PPT.AX

0.55%

PCI.AX

0.46%

PRU.AX

-0.45%

PXA.AX

-0.88%

PNI.AX

-2.83%

PL8.AX

1.11%

PLS.AX

2.9%

PGF.AX

1.37%

PNV.AX

-0.25%

PDI.AX

-3.3%

PMV.AX

-0.2%

PME.AX

-2.21%

PFP.AX

-0.5%

PWH.AX

-0.97%

PYC.AX

QAN.AX

-1.64%

QBE.AX

0.25%

QAL.AX

-2.54%

QRI.AX

0.32%

QUB.AX

0.4%

RAC.AX

-3.38%

RMS.AX

-3.5%

RHC.AX

0.94%

REA.AX

-2.52%

RDX.AX

-0.3%

REH.AX

1.3%

RF1.AX

RPL.AX

-0.83%

RG1.AX

-0.85%

RGN.AX

0.66%

REG.AX

-4.41%

RRL.AX

-0.54%

RWC.AX

3.22%

RMD.AX

-0.55%

RSG.AX

-0.87%

SGLLV.AX

-2.31%

RIC.AX

1.62%

RIO.AX

-0.7%

RXL.AX

-1.7%

RFF.AX

-0.49%

RYM.AX

5.1%

SFR.AX

-0.67%

SMI.AX

0.77%

STO.AX

1.69%

SCG.AX

0.54%

SEK.AX

-2.03%

SHV.AX

-1.06%

SRV.AX

-0.15%

SSM.AX

SGH.AX

-2.02%

SHA.AX

-3.3%

SIG.AX

-0.18%

SLX.AX

-3.67%

SGM.AX

-0.1%

SDR.AX

-0.81%

SKS.AX

1.64%

SKC.AX

-0.92%

SIQ.AX

-1.46%

SHL.AX

0.47%

S32.AX

-1.14%

SX2.AX

-2.38%

SXE.AX

3.08%

SPK.AX

-0.15%

SRG.AX

-0.68%

SBM.AX

-3.7%

SGQ.AX

3.85%

SMR.AX

2.55%

SDF.AX

-1.62%

SGP.AX

-0.83%

SNZ.AX

5.3%

SUN.AX

4.93%

SRL.AX

4.61%

SUL.AX

-1.38%

SLC.AX

1.34%

SNL.AX

-0.6%

SYL.AX

-0.82%

TAH.AX

1.15%

TEA.AX

1.64%

TNE.AX

-2.22%

TLX.AX

2.15%

TLS.AX

0.37%

TPW.AX

-2.56%

A2M.AX

0.54%

TLC.AX

-0.27%

SGR.AX

TVN.AX

-4.62%

TWR.AX

1.86%

TPG.AX

2.11%

TCL.AX

0.4%

TWE.AX

-0.88%

TUA.AX

-1.54%

TCG.AX

0.42%

UNI.AX

-2.31%

VAU.AX

-5.01%

VNT.AX

-1.29%

VCX.AX

-0.19%

VGN.AX

-2.88%

VEA.AX

1.49%

VUL.AX

3.39%

VSL.AX

1.99%

WA1.AX

2.58%

WGN.AX

3.06%

WAM.AX

-0.58%

WGB.AX

WLE.AX

-1.13%

SOL.AX

-0.07%

WPR.AX

WEB.AX

-0.18%

WBT.AX

1.29%

WES.AX

-0.3%

WAF.AX

-1.38%

WGX.AX

-2.1%

WBC.AX

-0.43%

WHF.AX

-0.41%

WHC.AX

-0.31%

WIA.AX

2.94%

WC8.AX

2.63%

WTN.AX

WTC.AX

-0.59%

WDS.AX

2.61%

WOW.AX

0.11%

WOR.AX

1.41%

XRO.AX

-0.16%

YAL.AX

-0.21%

ZIM.AX

-0.84%

ZIP.AX

-0.2%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.65	-0.2	-0.14
SSO ASX Small Caps	16.03	-0.19	-1.17
IVV S&P 500	66.43	0.31	0.47
NDQ Nasdaq	55.66	0.37	0.67
F100 FTSE 100	14.80	-0.05	-0.34
ASIA Asia Tech	17.41	0.24	1.4
IEU Europe	98.75	0.3	0.3
IEM Emerging Markets	89.18	0.5	0.56
Gold Gold	60.04	-0.25	-0.41
ACDC Battery Tech	168.30	-2.35	-1.38

COMMODITIES	Close($)	-/+	%
Gold	4,670.41	-22.2819	-0.47
Silver	74.89	-0.5356	-0.71
Platinum	1,988.13	-17.9215	-0.89
Palladium	1,468.76	0.5775	0.04
Ice Brent Crude	106.01	4.1	4.02
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7120	-0.0008	-0.11
Euro	1.1674	-0.0009	-0.08
British Pound	1.3459	-0.0008	-0.06
Canadian Dollar	1.3711	0.0014	0.1
New Zealand Dollar	0.5849	-0.0003	-0.05
Chinese Yuan	6.8357	0.0097	0.14
Japanese Yen	159.7800	0.09	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	-1.59%	85.29%	0.30 0.75
BGL	Bellevue Gold Ltd	1.63	-2.4%	95.32%	0.78 2.00
BHP	Bhp Group Ltd	55.87	-0.29%	48.54%	35.52 59.39
FMG	Fortescue Ltd	19.93	-4.96%	36.52%	14.31 23.38
NHC	New Hope Corporation Ltd	5.33	-2.47%	50.00%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.92	-0.25%	66.11%	4.78 9.90
NEM	Newmont Cdi	156.15	1.08%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.67	-2.05%	0.00%	7.91 20.47
SFR	Sandfire Resources Ltd	17.14	-0.49%	74.12%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NXL	Nuix	1.53	14.61
ELV	Elevra Lithium	11.95	9.69
FRS	Forrestania Res	0.50	6.45
DTL	Data#3	8.00	5.61
GLN	Galan Lithium	0.50	5.32
SNZ	Summerset Group	6.96	5.3
RYM	Ryman Healthcare	1.86	5.1
DGT	Digico Infrastru	2.27	5.09
SUN	Suncorp Grou	17.13	4.93
CAT	Catapult Sports	3.38	4.64

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
IGO	Igo	7.17	-16.04
ERA	Energy Resources	0.00	-12.5
EVT	Evt	12.36	-10.41
DTR	Dateline Resourc	0.25	-9.09
4DX	4dmedical	4.82	-8.63
FML	Focus Minerals L	2.60	-7.14
ALK	Alkane Resources	1.58	-6.51
ARU	Arafura Rare Ear	0.33	-6.34
CEN	Contact Energy	7.65	-6.13
IPX	Iperionx	4.07	-6

OPINION

Latest Market Matters Opinions

24/04/2026 09:50

Vanguard Australian Shares High Yield ETF (ASX:VHY) $83.28

The Vanguard Australian Shares High Yield ETF is the homegrown equivalent of its popular US counterparts, a simple, low-cost fund that gives investors exposure to some of Australia's strongest dividend-paying companies, all without the currency risk that comes with investing offshore.

24/04/2026 09:50

iShares ASX Dividend Opportunities ESG Screened ETF (IHD) $16.88

The iShares ASX Dividend Opportunities ESG Screened ETF is a local income fund with a conscience, it targets high-yielding Australian shares while applying an environmental, social and governance (ESG) screen to filter out companies that don't meet certain ethical standards.

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

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

ETF Friday: International Income ETFS are becoming a shining light

Morning report 24/04/2026

Afternoon Report

The Match Out: ASX slides for a third straight day

Afternoon report 23/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Copper Market/Freeport McMoRan (NYSE:FCX) Guidance Downgrade

Hi MM, I just read your commentary on the FCX guidance downgrade. What are your views on its effects on already tightening copper supply/an already tightening copper market? Meaningful or not really? In your view, should this improve sentiment for other copper stocks? I'm not seeing that so far on the ASX today in relation to the few copper stocks that I have looked at. Thanks, Darren

Ask James

Question asked 24/04/2026

Nick Scali (ASX:NCK), JB Hi-Fi (ASX:JBH) and Lovisa ASX:LOV)

Hi James and Team Your current view on Nick Scali, JB HI-FI & Lovisa. With higher inflation and higher interest rates expected how do you see the consumer discretionary stocks to perform? I know you hold Nick Scali & JBH in your portfolios. You would expect this sector would be where consumers would hold off spending. Would you hold off buying in this sector? In particular I've never gotten set to buy NCK - what price would you pay now? regards Debbie

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.09% Active Growth Portfolio

10.55% Shawn’s Trade Ideas

17.37% Active Income Portfolio

27.96% International Equities Portfolio

13.14% Emerging Companies Portfolio

9.07% Core ETF Portfolio

13.09% Active Growth Portfolio 10.55% Shawn’s Trade Ideas 17.37% Active Income Portfolio 27.96% International Equities Portfolio 13.14% Emerging Companies Portfolio 9.07% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns 1 year to 28th February 2026

Latest View Points

MGR

SFR

SHL

RHC

COH

GDG

BOQ

TWE

BHP

C79