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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.27%

4DX.AX

2.26%

ABG.AX

AIS.AX

-0.99%

AGL.AX

-0.61%

A1M.AX

15.72%

AIZ.AX

-3.13%

AAI.AX

0.4%

ALK.AX

2.31%

A4N.AX

5.08%

ALQ.AX

-2.48%

AMC.AX

2.52%

AOV.AX

0.35%

AMP.AX

3.15%

AEL.AX

-4.53%

ALD.AX

-1.72%

ANN.AX

0.66%

ANZ.AX

-0.84%

APA.AX

-1.55%

ARU.AX

-2.63%

ARB.AX

1.11%

ARF.AX

0.94%

ARG.AX

-1.3%

ALL.AX

-2.81%

AYA.AX

1.31%

APZ.AX

0.87%

ASX.AX

-1.03%

ALX.AX

-6.52%

AUB.AX

-1.24%

AIA.AX

-0.15%

AXQ.AX

-5.61%

AMI.AX

AZJ.AX

-0.27%

AUC.AX

5.06%

ABB.AX

-1.88%

ASB.AX

-0.88%

AAC.AX

0.78%

ACL.AX

AFI.AX

-0.9%

AUI.AX

0.17%

BOQ.AX

-1.65%

BMN.AX

-2.18%

BAP.AX

-1.74%

BCI.AX

-0.83%

BPT.AX

-3.47%

BGA.AX

-0.5%

BGL.AX

0.92%

BEN.AX

-0.96%

BNZ.AX

3.51%

BHP.AX

1.39%

BKI.AX

-0.28%

BC8.AX

2.42%

XYZ.AX

0.14%

BSL.AX

0.3%

BOE.AX

-3.19%

BXB.AX

0.75%

BVS.AX

-3.38%

BRE.AX

1.52%

BRG.AX

1.87%

BTR.AX

4.55%

BGP.AX

BFL.AX

-6.65%

BWP.AX

CMM.AX

0.97%

CSC.AX

0.14%

CAR.AX

-1.87%

CIN.AX

-3.58%

CYL.AX

6.57%

CAT.AX

-2.56%

CWP.AX

0.31%

CNI.AX

-1.55%

CIP.AX

COF.AX

1.76%

CHN.AX

4.47%

CGF.AX

-0.19%

CIA.AX

-0.31%

CHC.AX

1.31%

CLW.AX

CQR.AX

0.27%

CQE.AX

0.42%

CNU.AX

-0.15%

C79.AX

-0.76%

CVL.AX

1.16%

CU6.AX

-2.31%

CWY.AX

1.13%

CBO.AX

0.7%

COH.AX

-0.28%

CDA.AX

3.37%

CGS.AX

-2.65%

COL.AX

-0.26%

CKF.AX

-0.38%

CBA.AX

-0.84%

CPU.AX

-1.68%

CEN.AX

-1.42%

CXO.AX

12%

CCP.AX

1.8%

CMW.AX

2.9%

CSL.AX

-0.82%

CCL.AX

2.36%

DBI.AX

0.74%

DTL.AX

-2.81%

DYL.AX

-2.53%

DRR.AX

0.48%

DVP.AX

0.19%

DXS.AX

-0.18%

DXI.AX

DDR.AX

0.39%

DGT.AX

DJW.AX

DMP.AX

2.44%

DOW.AX

-0.15%

DPM.AX

5.74%

DRO.AX

-2.71%

DUR.AX

8.22%

DNL.AX

2.54%

APE.AX

-1.85%

EBO.AX

-0.06%

ELD.AX

0.16%

EOS.AX

-6.89%

ELV.AX

2.76%

ELS.AX

4.05%

EHL.AX

2.14%

EMR.AX

1.28%

EDV.AX

2.03%

EQR.AX

2.15%

EQT.AX

0.04%

EUR.AX

-4.71%

EVN.AX

2.2%

EVT.AX

0.65%

FDC.AX

-0.74%

FCL.AX

-2.19%

FFM.AX

1.41%

FPH.AX

-0.66%

FPR.AX

-0.21%

FBU.AX

-0.69%

FLT.AX

1.55%

FML.AX

2.53%

FRS.AX

FMG.AX

0.6%

FRW.AX

FGX.AX

1.56%

FGG.AX

0.61%

GLN.AX

GLF.AX

0.22%

GDG.AX

-1%

GNE.AX

-3.83%

GMD.AX

1.46%

GNP.AX

2.99%

GMG.AX

2.96%

GPT.AX

0.89%

GQG.AX

0.44%

GNG.AX

2.39%

GNC.AX

-1.2%

GGP.AX

3.52%

G6M.AX

-2.99%

GOZ.AX

GCI.AX

-0.49%

GYG.AX

-2.15%

GWA.AX

0.51%

HSN.AX

-2.52%

HVN.AX

0.97%

HGH.AX

HM1.AX

2.06%

HLI.AX

0.37%

HMC.AX

-2.46%

HDN.AX

-0.45%

HUB.AX

-0.56%

IEL.AX

-13.19%

IGO.AX

2.21%

ILU.AX

0.82%

IMD.AX

1.81%

IMR.AX

-1.14%

IFT.AX

1.04%

INA.AX

-0.43%

ING.AX

5.7%

IAG.AX

-2.35%

IDX.AX

-0.45%

IPG.AX

-1.79%

IPX.AX

-3.3%

IPH.AX

-0.29%

IRE.AX

-1.81%

JHX.AX

3.08%

JBH.AX

1.27%

JDO.AX

-3.52%

JMS.AX

KAR.AX

-3.6%

KLS.AX

0.77%

KCN.AX

2.07%

KKC.AX

0.48%

GLS.AX

-3.41%

L1G.AX

2.11%

LSF.AX

-0.62%

LGF.AX

1.27%

LRV.AX

-0.84%

LFS.AX

-0.57%

LLC.AX

-0.8%

LFG.AX

2.79%

360.AX

LIC.AX

-2.94%

LNW.AX

0.34%

LIN.AX

LTR.AX

2.94%

LOV.AX

0.62%

LYL.AX

0.44%

LYC.AX

1.1%

MA1.AX

0.26%

MAF.AX

-4.56%

MGH.AX

1.1%

MAH.AX

-3.56%

MQG.AX

0.03%

MAQ.AX

8.34%

MAD.AX

2.36%

MFG.AX

-0.12%

MMS.AX

-2.77%

MM8.AX

1.85%

MPL.AX

-0.65%

MP1.AX

1.27%

MCY.AX

-3.64%

MEZ.AX

1.57%

MSB.AX

0.93%

MLX.AX

2.9%

MTS.AX

MEI.AX

MOT.AX

0.63%

MXT.AX

0.86%

MFF.AX

-0.55%

MIN.AX

1.16%

MI6.AX

5.59%

MIR.AX

0.42%

MGR.AX

0.28%

MND.AX

-0.09%

MYS.AX

NAN.AX

-2.59%

NAB.AX

0.13%

NGI.AX

-2.86%

NWL.AX

-1.67%

NEU.AX

-1.43%

NHC.AX

-2.34%

NMG.AX

2.53%

NEM.AX

3.01%

NWS.AX

-1.9%

NXG.AX

-0.22%

NXT.AX

1.49%

NHF.AX

-1.36%

NCK.AX

0.98%

NIC.AX

3.68%

NEC.AX

-1.36%

NST.AX

3.97%

NWH.AX

0.12%

NUF.AX

-6.25%

NXL.AX

-2.13%

OCL.AX

-1.36%

OML.AX

OPH.AX

-0.43%

OBM.AX

2.63%

ORI.AX

1.9%

ORG.AX

-3.12%

ORA.AX

-0.35%

PDN.AX

-1.36%

PNR.AX

5.61%

PDI.AX

2.91%

PPC.AX

0.3%

PPM.AX

PRN.AX

0.9%

PPT.AX

2.41%

PCI.AX

PRU.AX

2.7%

PXA.AX

-1.45%

PNI.AX

-1.23%

PL8.AX

1.06%

PLS.AX

1.21%

PGF.AX

-1.23%

PNV.AX

PMV.AX

-0.45%

PME.AX

-1.84%

PWH.AX

2.06%

PYC.AX

-1.39%

QAN.AX

2.12%

QBE.AX

-0.86%

QAL.AX

1.28%

QRI.AX

-2.26%

RMS.AX

0.75%

RHC.AX

-0.16%

REA.AX

-3.1%

RDX.AX

-0.29%

REH.AX

0.61%

RF1.AX

-0.29%

RPL.AX

-0.43%

RG1.AX

-0.77%

RGN.AX

0.45%

REG.AX

-0.84%

RRL.AX

1.92%

RWC.AX

-0.65%

RMD.AX

0.19%

RSG.AX

3.8%

SGLLV.AX

0.17%

RIC.AX

-0.38%

RIO.AX

0.79%

RXL.AX

2.42%

RFF.AX

0.26%

RYM.AX

-0.3%

SFR.AX

1.83%

SMI.AX

-0.93%

STO.AX

-1.52%

SCG.AX

SEK.AX

-1.65%

SHV.AX

-0.23%

SRV.AX

3.39%

SSM.AX

-1.19%

SGH.AX

0.49%

SHA.AX

0.14%

SIG.AX

SLX.AX

-3.22%

SGM.AX

0.7%

SDR.AX

-1.77%

SKS.AX

5.57%

SKC.AX

0.95%

SIQ.AX

-1.02%

SHL.AX

-0.63%

S32.AX

0.61%

SX2.AX

2.61%

SPK.AX

-0.93%

SRG.AX

-0.5%

SBM.AX

-5.71%

SMR.AX

-0.37%

SDF.AX

SXE.AX

1.45%

SGP.AX

0.24%

SKG.AX

0.46%

SNZ.AX

SUN.AX

-1.75%

SRL.AX

5.71%

SUL.AX

0.97%

SLC.AX

-2.96%

SNL.AX

-0.89%

SYL.AX

-1.77%

TAH.AX

-1.06%

TEA.AX

0.94%

TNE.AX

-2.06%

TLX.AX

-4.23%

TLS.AX

-0.41%

TPW.AX

4.75%

A2M.AX

0.31%

TLC.AX

1.24%

SGR.AX

-6.25%

THL.AX

TWR.AX

-0.94%

TPG.AX

-0.26%

TCL.AX

-0.08%

TWE.AX

-0.18%

TUA.AX

-23.39%

TCG.AX

4.73%

TRA.AX

USL.AX

UNI.AX

-1.48%

VAU.AX

1.91%

VNT.AX

-0.16%

VCX.AX

0.44%

VGN.AX

2.86%

VMM.AX

3.8%

VGL.AX

-2.6%

VEA.AX

-1.56%

VUL.AX

0.93%

VSL.AX

-1.58%

WA1.AX

1.89%

WGN.AX

-1.38%

WAM.AX

-0.42%

WGB.AX

WLE.AX

-1.13%

SOL.AX

0.2%

WPR.AX

WQG.AX

2.44%

WEB.AX

0.57%

WBT.AX

2.84%

WES.AX

0.64%

WAF.AX

1.67%

WGX.AX

2.17%

WBC.AX

-0.43%

WHF.AX

-0.63%

WHC.AX

-2.06%

WIA.AX

1.09%

WTC.AX

-1.04%

WDS.AX

-1.71%

WOW.AX

0.18%

WOR.AX

-0.1%

XRO.AX

-4.67%

YAL.AX

-1.39%

ZIM.AX

0.65%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.81	0.08	0.05
SSO ASX Small Caps	14.74	0.08	0.55
IVV S&P 500	72.91	0.21	0.29
NDQ Nasdaq	62.97	0.67	1.08
F100 FTSE 100	15.15	-0.03	-0.2
ASIA Asia Tech	21.54	0.07	0.33
IEU Europe	96.52	0.05	0.05
IEM Emerging Markets	97.46	0.23	0.24
Gold Gold	55.80	0.36	0.65
ACDC Battery Tech	123.29	1.38	1.13

COMMODITIES	Close($)	-/+	%
Gold	4,319.39	-35.3516	-0.81
Silver	65.39	-1.6874	-2.52
Platinum	1,794.08	-38.4326	-2.1
Palladium	1,283.02	-24.5999	-1.88
Ice Brent Crude	98.55	-1.79	-1.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7083	-0.0029	-0.41
Euro	1.1416	-0.003	-0.26
British Pound	1.3300	-0.0039	-0.29
Canadian Dollar	1.4088	0.0027	0.19
New Zealand Dollar	0.5699	-0.0026	-0.45
Chinese Yuan	6.7068	0.0072	0.11
Japanese Yen	157.7400	0.43	0.27

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.92	15.72%	114.86%	0.36 0.89
BGL	Bellevue Gold Limited	1.64	0.92%	51.16%	1.03 2.00
BHP	Bhp Group Ltd	62.07	1.39%	52.94%	40.00 68.77
FMG	Fortescue Ltd	16.85	0.6%	-13.26%	16.14 23.38
NHC	New Hope Corporation Ltd	5.85	-2.34%	53.20%	3.77 6.61
WHC	Whitehaven Coal Limited	7.61	-2.06%	17.91%	6.33 9.90
NEM	Newmont Cdi	177.02	3.01%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.89	-0.22%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.77	1.83%	78.88%	12.50 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
A1M	Aic Mines	0.92	15.72
CXO	Core Lithium	0.42	12
MAQ	Macquarie Techno	57.79	8.34
DUR	Duratec	2.37	8.22
CYL	Catalyst Metals	6.16	6.57
DPM	Dpm Metals Cdi	63.72	5.74
SRL	Sunrise Energy	21.65	5.71
ING	Inghams Group	2.04	5.7
PNR	Pantoro Gold	3.01	5.61
MI6	Minerals 260	0.95	5.59

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TUA	Tuas	1.79	-23.39
IEL	Idp Education	1.88	-13.19
EOS	Electro Optic Sy	10.54	-6.89
BFL	Bsp Financial	7.38	-6.65
ALX	Atlas Arteria	4.16	-6.52
SGR	The Star Enterta	0.15	-6.25
NUF	Nufarm	3.00	-6.25
SBM	St.barbara	0.83	-5.71
AXQ	Aura Consolidate	3.70	-5.61
EUR	European Lithium	0.41	-4.71

OPINION

Latest Market Matters Opinions

23/09/2026 17:07

Broker Moves

• AMP Raised to Outperform at Macquarie; PT A$2.92 • Guzman y Gomez Rated New Hold at Jefferies; PT A$27 • PWR Holdings Rated New Buy at Canaccord; PT A$12.90

23/09/2026 17:07

A1M +15.72%: The local copper producer made a meaningful strategic move today, agreeing to pay A$120m for 100% of Materra Metals and its Mt Cuthbert copper project in northwest Queensland. The acquisition materially expands AIC Mines' resource base and gives it a second potential copper hub alongside Eloise-Jericho.

ACTION

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Market Matters Content

Portfolio Positioning: The ASX 200 is looking for, or has found, a low

Morning report 23/09/2026

Afternoon Report

The Match Out: ASX flat as copper hits record highs and banks soften; A2M surges on Mattera acquisition

Afternoon report 23/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/09/2026

Potential RBA rate hikes and any effects on Gryphon Capital (ASX: GCI)

Hi, Let’s assume that the RBA raise interest rates at least once more, possibly twice, by the end of the year. The Big 4 banks are also reporting a fall in mortgage applications and I assume that other lenders are finding the same thing. Given that GCI invest a significant amount of capital in RMBS, do you think these two factors will affect their investments and returns? Will there be enough issuances for them to invest in? Their recent wholesale capital raising ($86.25m) was fully subscribed and they will be offering a purchase plan for retail investors in the next few months, which would suggest they’re confident that they can still find offerings to invest in. Could they be forced to look at lower-grade debt to soak up the extra capital they’ve received? Cheers, Carl

Ask James

Question asked 19/09/2026

Suncorp (ASX: SUN) and CSL Ltd (ASX: CSL)

Hi James and Team Can I have your current view on SUN & CSL. What target price do you see for both in the next few months? Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this? regards Debbie

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