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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.32%

4DX.AX

0.58%

ABG.AX

-1.83%

AIS.AX

-1.9%

AGL.AX

-2.85%

A1M.AX

-0.61%

AIZ.AX

-1.61%

AAI.AX

-3.43%

ALK.AX

A4N.AX

-3.31%

ALQ.AX

-2.34%

AMC.AX

-2.67%

AOV.AX

-0.49%

AMP.AX

0.4%

AEL.AX

-0.28%

ALD.AX

-0.34%

ASL.AX

-6.12%

ANN.AX

-1.64%

ANZ.AX

-0.38%

APA.AX

-0.46%

ARU.AX

ARB.AX

-0.16%

ARF.AX

0.89%

ARG.AX

-0.53%

ALL.AX

-0.38%

AYA.AX

-19.15%

APZ.AX

0.64%

ASX.AX

0.22%

ALX.AX

-2.4%

AUB.AX

-3.19%

AIA.AX

-1.45%

AXQ.AX

0.83%

AMI.AX

AZJ.AX

-0.27%

AUC.AX

1.43%

ABB.AX

-0.97%

ASB.AX

-6.01%

AAC.AX

-1.88%

ACL.AX

-1.43%

AFI.AX

-0.44%

AUI.AX

-0.83%

BOQ.AX

-0.31%

BMN.AX

0.47%

BAP.AX

4.58%

BCI.AX

-1.72%

BPT.AX

BGA.AX

BGL.AX

-0.92%

BEN.AX

-0.98%

BNZ.AX

0.24%

BHP.AX

-1.77%

BKI.AX

-0.54%

BC8.AX

-1.92%

XYZ.AX

-0.44%

BSL.AX

-0.96%

BOE.AX

-4.64%

BXB.AX

-2.25%

BVS.AX

-1.3%

BRE.AX

-4.29%

BRG.AX

-1.01%

BTR.AX

-4.42%

BGP.AX

BFL.AX

-0.62%

BWP.AX

-1.11%

CMM.AX

-0.76%

CSC.AX

-0.69%

CAR.AX

0.65%

CIN.AX

4.47%

CYL.AX

-0.75%

CAT.AX

-1.63%

CWP.AX

-1.65%

CNI.AX

0.4%

CIP.AX

-0.69%

COF.AX

-1.15%

CHN.AX

-1.52%

CGF.AX

1.95%

CIA.AX

-0.58%

CHC.AX

-1.36%

CLW.AX

-0.87%

CQR.AX

-1.84%

CQE.AX

CNU.AX

C79.AX

-2.37%

CVL.AX

-0.28%

CU6.AX

-5.08%

CWY.AX

0.39%

CBO.AX

-2.46%

COH.AX

1.68%

CDA.AX

0.07%

CGS.AX

-2.9%

COL.AX

-0.39%

CKF.AX

-0.49%

CBA.AX

-1.32%

CPU.AX

-0.18%

CEN.AX

-0.28%

CXO.AX

-2.67%

CCP.AX

0.72%

CMW.AX

-1.37%

CSL.AX

-1%

CCL.AX

-1.45%

DBI.AX

0.37%

DTL.AX

0.96%

DYL.AX

-3.09%

DRR.AX

-0.71%

DVP.AX

-1.1%

DXS.AX

-2.11%

DXI.AX

-0.42%

DDR.AX

-0.71%

DGT.AX

-2.92%

DJW.AX

-1%

DMP.AX

-3.1%

DOW.AX

0.3%

DPM.AX

-0.98%

DRO.AX

-1.73%

DUR.AX

-2.22%

DNL.AX

APE.AX

3.09%

EBO.AX

-0.85%

ELD.AX

-4.29%

EOS.AX

-1.67%

ELV.AX

-4.75%

ELS.AX

-4.13%

EHL.AX

-1.3%

EMR.AX

EDV.AX

-1.89%

EQR.AX

1.27%

EQT.AX

-1.08%

EUR.AX

-2.74%

EVN.AX

-0.49%

EVT.AX

-0.96%

FDC.AX

FCL.AX

FFM.AX

-7.12%

FPH.AX

-0.56%

FPR.AX

-0.73%

FBU.AX

-2.25%

FLT.AX

-1.87%

FML.AX

9.17%

FRS.AX

FMG.AX

-2.39%

FGX.AX

-2.27%

FGG.AX

-1.54%

GLF.AX

-0.68%

GDG.AX

-1.88%

GNE.AX

-4.02%

GMD.AX

-0.5%

GNP.AX

-1.05%

GMG.AX

-0.04%

GPT.AX

-0.89%

GQG.AX

-1.22%

GNG.AX

0.74%

GNC.AX

-4.03%

GGP.AX

-2.26%

G6M.AX

GOZ.AX

-0.99%

GCI.AX

-0.49%

GYG.AX

-1.41%

GWA.AX

-1%

HSN.AX

-1.2%

HVN.AX

-0.24%

HGH.AX

-4.11%

HM1.AX

-2.74%

HLI.AX

1.36%

HMC.AX

-0.29%

HDN.AX

-0.45%

HUB.AX

-2.66%

IGO.AX

-2.22%

ILU.AX

-3.12%

IMD.AX

-0.57%

IMR.AX

-3.98%

IFT.AX

0.08%

INA.AX

-3.75%

ING.AX

-1.46%

IAG.AX

1.3%

IDX.AX

-0.87%

IPG.AX

-1.31%

IPX.AX

-8.36%

IPH.AX

-1.53%

IRE.AX

-0.18%

JHX.AX

-1.79%

JBH.AX

-1.83%

JDO.AX

KAR.AX

2.23%

KLS.AX

0.25%

KCN.AX

1.3%

KKC.AX

-0.47%

GLS.AX

0.48%

L1G.AX

-2.52%

LSF.AX

-1.24%

LGF.AX

LRV.AX

1.83%

LFS.AX

0.53%

LLC.AX

-2.75%

LFG.AX

-0.89%

360.AX

-1.12%

LIC.AX

-3.47%

LNW.AX

-1.48%

LIN.AX

-4.23%

LTR.AX

-3.31%

LOV.AX

-1.39%

LYL.AX

2.23%

LYC.AX

-2.71%

MA1.AX

-0.51%

MAF.AX

0.77%

MGH.AX

-1.16%

MAH.AX

-3.54%

MQG.AX

-0.26%

MAQ.AX

-1.56%

MAD.AX

-0.16%

MFG.AX

-4.73%

MMS.AX

-3.37%

MM8.AX

MPL.AX

0.22%

MP1.AX

4.25%

MCY.AX

4.5%

MEZ.AX

-1.63%

MSB.AX

-2.25%

MLX.AX

0.53%

MTS.AX

-0.7%

MEI.AX

MOT.AX

-0.63%

MXT.AX

-3.03%

MFF.AX

MIN.AX

-2.53%

MI6.AX

MIR.AX

-1.22%

MGR.AX

-0.56%

MND.AX

-0.92%

MYS.AX

NAN.AX

-2.48%

NAB.AX

-1.44%

NGI.AX

-5.04%

NWL.AX

-3.21%

NEU.AX

-1.46%

NHC.AX

-0.62%

NMG.AX

-5.81%

NEM.AX

0.47%

NWS.AX

-0.66%

NXG.AX

-1.07%

NXT.AX

-3.83%

NHF.AX

-0.46%

NCK.AX

-0.35%

NIC.AX

-1.21%

NEC.AX

-5.39%

NST.AX

-1.4%

NWH.AX

-1.14%

NUF.AX

-1.24%

NXL.AX

OCL.AX

-0.84%

OML.AX

0.61%

OPH.AX

-1.27%

OBM.AX

4.93%

ORI.AX

0.09%

ORG.AX

0.44%

ORA.AX

-0.68%

PDN.AX

-3.07%

PNR.AX

-0.74%

PDI.AX

-1.84%

PPC.AX

0.6%

PPM.AX

-2.76%

PRN.AX

-0.44%

PPT.AX

-3.3%

PCI.AX

-0.45%

PRU.AX

0.31%

PXA.AX

-2.13%

PNI.AX

-5.69%

PL8.AX

-0.35%

PLS.AX

-2.59%

PGF.AX

-1.81%

PNV.AX

-4.76%

PMV.AX

0.71%

PME.AX

0.22%

PWH.AX

-0.27%

PYC.AX

-4.13%

QAN.AX

-0.77%

QBE.AX

0.46%

QAL.AX

-1.54%

QRI.AX

-0.66%

RMS.AX

-0.26%

RHC.AX

0.75%

REA.AX

-0.53%

RDX.AX

0.59%

REH.AX

-0.42%

RF1.AX

-3.19%

RPL.AX

-2.04%

RG1.AX

-0.77%

RGN.AX

REG.AX

-1.3%

RRL.AX

-1.74%

RWC.AX

-0.24%

RMD.AX

-1.43%

RSG.AX

1.43%

SGLLV.AX

-2.69%

RIC.AX

0.77%

RIO.AX

-2.71%

RXL.AX

4.96%

RFF.AX

-0.51%

RYM.AX

-4.82%

SFR.AX

-2.09%

SMI.AX

8.82%

STO.AX

0.12%

SCG.AX

-0.86%

SEK.AX

-0.78%

SHV.AX

-1.5%

SRV.AX

-0.33%

SSM.AX

-0.41%

SGH.AX

-0.99%

SHA.AX

-3.06%

SIG.AX

-1.12%

SLX.AX

-2.58%

SGM.AX

2.3%

SDR.AX

-2.46%

SKS.AX

-0.87%

SKC.AX

0.92%

SIQ.AX

0.27%

SHL.AX

-0.67%

S32.AX

-1.13%

SX2.AX

4.69%

SXE.AX

-4.19%

SPK.AX

-3.71%

SRG.AX

-1.01%

SBM.AX

16.44%

SMR.AX

-2.57%

SDF.AX

SGP.AX

-0.71%

SKG.AX

0.9%

SNZ.AX

-0.44%

SUN.AX

1.18%

SRL.AX

7.43%

SUL.AX

-1.04%

SLC.AX

SNL.AX

-0.34%

SYL.AX

-2.21%

TAH.AX

2.72%

TEA.AX

-3.03%

TNE.AX

-1.31%

TLX.AX

0.42%

TLS.AX

TPW.AX

0.85%

A2M.AX

1.35%

TLC.AX

0.41%

SGR.AX

-3.33%

THL.AX

1.34%

TWR.AX

-0.94%

TPG.AX

0.79%

TCL.AX

-0.73%

TWE.AX

-1.13%

TUA.AX

-1.91%

TGN.AX

-2.63%

TCG.AX

-1.11%

TRA.AX

USL.AX

-0.6%

UNI.AX

-2.4%

VAU.AX

-0.46%

VNT.AX

-0.69%

VCX.AX

-0.83%

VGN.AX

-3.45%

VMM.AX

-3.44%

VGL.AX

-0.92%

VEA.AX

-1%

VUL.AX

-3.85%

VSL.AX

VYS.AX

-4.39%

WA1.AX

-2.42%

WGN.AX

-2.34%

WAM.AX

-1.23%

WGB.AX

-2.49%

WLE.AX

-0.76%

SOL.AX

-0.61%

WPR.AX

-1.31%

WQG.AX

0.48%

WEB.AX

-1.4%

WBT.AX

-1.17%

WES.AX

-0.86%

WAF.AX

2.91%

WGX.AX

-5.66%

WBC.AX

-1.57%

WHF.AX

-1.46%

WHC.AX

-1.34%

WIA.AX

-1.06%

WC8.AX

-2.67%

WTC.AX

-1.62%

WDS.AX

-0.66%

WOW.AX

-0.88%

WOR.AX

-1.77%

XRO.AX

-3.96%

YAL.AX

-3.24%

ZIM.AX

-5.03%

ZIP.AX

-3.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.64	-1.64	-1.09
SSO ASX Small Caps	14.66	-0.13	-0.88
IVV S&P 500	70.65	-0.08	-0.11
NDQ Nasdaq	59.29	-0.15	-0.25
F100 FTSE 100	15.03	-0.07	-0.46
ASIA Asia Tech	20.53	-0.1	-0.48
IEU Europe	96.11	-0.87	-0.9
IEM Emerging Markets	95.54	-0.27	-0.28
Gold Gold	56.00	0.42	0.76
ACDC Battery Tech	124.31	-2.4	-1.89

COMMODITIES	Close($)	-/+	%
Gold	4,365.58	-34.91	-0.79
Silver	64.32	-2.947	-4.38
Platinum	1,802.97	-92.8675	-4.9
Palladium	1,292.25	-60.8733	-4.5
Ice Brent Crude	101.75	3.83	3.91
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7169	-0.0048	-0.67
Euro	1.1628	-0.0004	-0.03
British Pound	1.3529	-0.0013	-0.1
Canadian Dollar	1.3806	0.0004	0.03
New Zealand Dollar	0.5807	-0.0031	-0.53
Chinese Yuan	6.7061	-0.0016	-0.02
Japanese Yen	154.0500	0.53	0.35

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	-0.61%	150.00%	0.32 0.89
BGL	Bellevue Gold Limited	1.61	-0.92%	0.00%	0.91 2.00
BHP	Bhp Group Ltd	63.44	-1.77%	57.63%	39.30 68.77
FMG	Fortescue Ltd	17.19	-2.39%	-7.75%	16.57 23.38
NHC	New Hope Corporation Ltd	6.41	-0.62%	44.94%	3.77 6.49
WHC	Whitehaven Coal Limited	8.84	-1.34%	42.45%	5.94 9.90
NEM	Newmont Cdi	177.82	0.47%	0.00%	117.17 190.91
NXG	Nexgen Ene Cdi	14.74	-1.07%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.47	-2.09%	83.16%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SBM	St Barbara	0.85	16.44
FML	Focus Minerals L	2.38	9.17
SMI	Santana Minerals	0.56	8.82
SRL	Sunrise Energy	21.97	7.43
RXL	Rox Resources	0.64	4.96
OBM	Ora Banda Mining	1.60	4.93
SX2	Southern Cro Cdi	12.73	4.69
BAP	Bapcor	0.80	4.58
MCY	Mercury Nz	5.57	4.5
CIN	Carlton Investme	36.89	4.47

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AYA	Artrya	3.25	-19.15
IPX	Iperionx	2.85	-8.36
FFM	Firefly Metals	1.76	-7.12
ASL	Andean Silver	2.30	-6.12
ASB	Austal	4.38	-6.01
NMG	New Murchison	0.08	-5.81
PNI	Pinnacle Investm	13.93	-5.69
WGX	Westgold Resourc	5.83	-5.66
NEC	Nine Entertainme	0.79	-5.39
CU6	Clarity Pharmace	2.24	-5.08

OPINION

Latest Market Matters Opinions

10/09/2026 16:54

Broker Moves

• Westgold Cut to Hold at Canaccord; PT A$6.40 • F&P Healthcare Raised to Buy at Citi; PT NZ$51 • Metcash Raised to Outperform at Macquarie; PT A$3.20 • ECHOiQ Cut to Speculative Sell at Bell Potter • Bannerman Energy Cut to Neutral at JPMorgan; PT A$4 • Elders Cut to Hold at Bell Potter; PT A$6.70

10/09/2026 16:53

What Mattered Today

The ASX took a punch today, but importantly, it got back off the canvas. The index was down as much as 1.8% around midday, its worst intraday fall since March, before buyers finally emerged and trimmed almost half of the session’s worst losses. It was still a third consecutive decline and all 11 sectors finished lower, but the late recovery was the first sign in a few sessions that the market is prepared to lean into weakness (at the right price).

ACTION

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Market Matters Content

What Matters Today: Could the BOJ & US Treasury trigger the next ASX rotation?

Morning report 10/09/2026

Afternoon Report

The Match Out: ASX drops sharply; risk off dominates as yields and oil tick higher

Afternoon report 10/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

I note in an earlier article (29/22/2024) that there was some interest in pursuing a class action against AAIG with regards to their advertised IPO. It seems that I too was also stooged and am now seeking options to recover my investment. Is there a mailing list or forum through which I can make contact with investors in the same position as myself to ascertain where I stand and what options are available to me.

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Is MM planning on holding the Bank Hybrids you have in the Income Portfolio to the redemption date? I have several Bank Hybrids in my super and my stockbroker is suggesting I should consider selling them while they are above par and put the money into other fixed interest assets like corporate bonds. When and where will you move your Bank Hybrid money to?

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Latest View Points

NAB

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

WBC

IGL

BVS

CRM US

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why GrainCorp (ASX: GNC) is down more than 5% today

GrainCorp is under pressure today after announcing a delay to Release 1 of GrainCorp’s SAP implementation until Q2 CY27.

ASX:GNC 09/09/2026

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 09/09/2026

Morning Report

What Matters Today: Could the BOJ & US Treasury trigger the next ASX rotation?

Morning report 10/09/2026

Afternoon Report

The Match Out: ASX drops sharply; risk off dominates as yields and oil tick higher

Afternoon report 10/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 04/09/2026

AAIG IPO

Ask James

Question asked 04/09/2026

Is MM holding Bank Hybrids till the redemption date?

Latest View Points

NAB

CNI

YETI US

DDR

HVN

BHP

RIO

FMG

WBC

IGL

BVS

CRM US

Chart of the week

VanEck Semiconductor ETF (SMH US)

Aus. Investment blog Subscribe to blog

Why GrainCorp (ASX: GNC) is down more than 5% today

GrainCorp is under pressure today after announcing a delay to Release 1 of GrainCorp’s SAP implementation until Q2 CY27.

ASX:GNC 09/09/2026

Why Westgold (ASX: WGX) has fallen more than 5% this morning.

Westgold (WGX) trading down more than 5% this morning after its FY27 production and cost guidance, released after market close yesterday has underwhelmed investors.

ASX:WGX 09/09/2026

Opinion + Action