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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-1.62%

ABG.AX

-0.73%

ASK.AX

-0.71%

AGL.AX

-1.58%

AIZ.AX

-4.11%

AAI.AX

0.29%

ALK.AX

0.16%

A4N.AX

0.77%

ALQ.AX

-2.72%

AMC.AX

0.52%

AOV.AX

-1.52%

AMP.AX

0.49%

ALD.AX

-0.73%

ANN.AX

0.13%

ANZ.AX

-1.18%

APA.AX

-1.66%

ARU.AX

-3.52%

ARB.AX

1.54%

ARF.AX

-0.91%

ARG.AX

-0.34%

ALL.AX

-0.65%

AYA.AX

-2.73%

APZ.AX

-0.2%

ASX.AX

-3.04%

ALX.AX

-0.21%

AUB.AX

-0.65%

AIA.AX

-0.14%

AMI.AX

AZJ.AX

-0.98%

AUC.AX

-0.52%

ABB.AX

-1.89%

ASB.AX

-1.46%

AAC.AX

-0.38%

AFG.AX

-0.95%

AFI.AX

-1.06%

AUI.AX

-0.55%

ASG.AX

-1.67%

BOQ.AX

-0.7%

BMN.AX

-2.67%

BCI.AX

-1.33%

BPT.AX

-1.83%

BGA.AX

-0.87%

BGL.AX

-1.58%

BEN.AX

-1.57%

BNZ.AX

-2.88%

BHP.AX

-2.23%

BKI.AX

-0.56%

BC8.AX

1.29%

XYZ.AX

5.42%

BSL.AX

-3.54%

BMC.AX

-2.28%

BOE.AX

-2.93%

BXB.AX

-1.28%

BVS.AX

0.66%

BRE.AX

3.46%

BRG.AX

-0.04%

BGP.AX

-0.25%

BFL.AX

-1.78%

BWP.AX

-2.66%

CMM.AX

0.81%

CSC.AX

-2.44%

CAR.AX

2.43%

CIN.AX

-0.84%

CYL.AX

3.17%

CAT.AX

-0.15%

CWP.AX

-3.13%

CNI.AX

0.15%

CIP.AX

-1.16%

COF.AX

-0.27%

CHN.AX

0.32%

CGF.AX

-0.34%

CIA.AX

-1.99%

CHI.AX

2.04%

CHC.AX

-2.05%

CLW.AX

-1.4%

CQR.AX

-2.44%

CQE.AX

-0.76%

CNU.AX

0.66%

C79.AX

-0.72%

CVL.AX

CU6.AX

-2.03%

CWY.AX

0.67%

CBO.AX

0.8%

COH.AX

1.45%

CDA.AX

-1.52%

COL.AX

-1.35%

CKF.AX

-1.67%

CBA.AX

-2.31%

CPU.AX

-0.81%

CEN.AX

3.16%

CXO.AX

-1.47%

CCP.AX

-0.42%

CMW.AX

-1.76%

CSL.AX

-0.53%

CCL.AX

-1.91%

DBI.AX

-0.85%

DTL.AX

-0.73%

DTR.AX

3.13%

DYL.AX

-3.86%

DRR.AX

-0.58%

DVP.AX

DXS.AX

-1.28%

DXI.AX

-0.8%

DDR.AX

-0.76%

DGT.AX

-4.18%

DJW.AX

DMP.AX

-3.49%

DOW.AX

-3.16%

DPM.AX

-0.59%

DRO.AX

-2.93%

DUR.AX

-2.07%

DNL.AX

-0.75%

APE.AX

-0.75%

EBO.AX

-0.67%

EIQ.AX

-1.44%

ELD.AX

-1.78%

EOS.AX

-5.45%

ELV.AX

-1.39%

ELS.AX

-1.02%

EHL.AX

-0.47%

EMR.AX

0.66%

EDV.AX

0.46%

ERA.AX

EQR.AX

-1.92%

EUR.AX

-5.21%

EVN.AX

-0.31%

EVT.AX

-2.33%

FCL.AX

-2.47%

FFM.AX

4.46%

FPH.AX

-0.22%

FPR.AX

2.96%

FBU.AX

-3.53%

FLT.AX

-1.29%

FML.AX

2.59%

FRS.AX

-2%

FMG.AX

-1%

FRW.AX

FGX.AX

0.38%

FGG.AX

GLN.AX

-3.74%

GLF.AX

-0.87%

GDG.AX

-2.16%

GNE.AX

-1.94%

GMD.AX

GNP.AX

-0.48%

GMG.AX

-2.12%

GPT.AX

-3%

GQG.AX

-2.94%

GNG.AX

-1.05%

GNC.AX

-2.25%

GGP.AX

-0.1%

GOZ.AX

-2.24%

GCI.AX

0.24%

GYG.AX

-1.24%

GWA.AX

-1.17%

HSN.AX

-1.73%

HVN.AX

-0.44%

HGH.AX

-0.53%

HM1.AX

-1.05%

HLI.AX

-1.16%

HMC.AX

0.68%

HDN.AX

-1.39%

HUB.AX

-3.43%

IEL.AX

-1.22%

IGO.AX

-1.84%

ILU.AX

-2.05%

IMD.AX

-0.25%

IMR.AX

-3.68%

IFT.AX

-0.4%

INA.AX

-1.75%

ING.AX

-2.28%

IAG.AX

-3.33%

IDX.AX

-2.38%

IPG.AX

-1.9%

IPX.AX

5.79%

IPH.AX

-1.57%

IRE.AX

JHX.AX

-2.17%

JBH.AX

-0.99%

JDO.AX

-4.28%

JMS.AX

-1.85%

KAR.AX

-2.25%

KLS.AX

-2.22%

KCN.AX

-0.58%

KKC.AX

0.24%

GLS.AX

-0.53%

LGF.AX

-1.24%

L1G.AX

0.64%

LSF.AX

-1.14%

LRV.AX

2.32%

LFS.AX

LLC.AX

-1.41%

LFG.AX

0.6%

360.AX

3.58%

LIC.AX

-0.51%

LNW.AX

8.08%

LIN.AX

0.97%

LTR.AX

-2.99%

LOV.AX

-1.38%

LYL.AX

-0.65%

LYC.AX

-3.14%

MA1.AX

0.25%

MAF.AX

-2.26%

MGH.AX

1.28%

MAH.AX

-4.09%

MQG.AX

-1.38%

MAQ.AX

-0.96%

MAD.AX

-2.88%

MFG.AX

-1.54%

MAU.AX

-0.52%

MMS.AX

1.6%

MPL.AX

MP1.AX

-2.59%

MCY.AX

2.39%

MEZ.AX

-0.21%

MSB.AX

-2.87%

MLX.AX

MTS.AX

MEI.AX

-1.19%

MOT.AX

MXT.AX

0.26%

MFF.AX

-1.01%

MIN.AX

-3.11%

MI6.AX

3.69%

MIR.AX

-0.78%

MGR.AX

-2.16%

MND.AX

-2.72%

MYS.AX

0.21%

NAN.AX

NAB.AX

-2.66%

NGI.AX

-1.47%

NWL.AX

-2.33%

NEU.AX

-1.3%

NHC.AX

-1.38%

NMG.AX

NEM.AX

-0.36%

NWS.AX

3.38%

NXG.AX

-2.72%

NXT.AX

-0.5%

NHF.AX

-1.85%

NCK.AX

-0.71%

NIC.AX

-1.14%

NEC.AX

1.05%

NST.AX

-1.75%

NWH.AX

-2.17%

NUF.AX

-3.25%

NXL.AX

0.51%

OCL.AX

0.09%

OML.AX

-2.14%

OPH.AX

-2.26%

OBM.AX

0.19%

ORI.AX

-4.84%

ORG.AX

-2.36%

ORA.AX

-0.71%

PDN.AX

-2.47%

PNR.AX

-1.02%

PPC.AX

0.92%

PPM.AX

-0.72%

PRN.AX

-1.14%

PPT.AX

-1.84%

PCI.AX

0.46%

PRU.AX

-1.26%

PXA.AX

-2.59%

PNI.AX

-1.15%

PL8.AX

-0.36%

PLS.AX

-2.67%

PGF.AX

-1%

PNV.AX

-2.16%

PDI.AX

PMV.AX

-0.4%

PME.AX

0.33%

PFP.AX

-0.27%

PWH.AX

1.04%

PYC.AX

4.87%

QAN.AX

-1.17%

QBE.AX

-1.5%

QAL.AX

2.41%

QRI.AX

QUB.AX

-0.2%

RMS.AX

-0.7%

RHC.AX

-0.98%

REA.AX

2.17%

RDX.AX

-3.14%

REH.AX

-3.48%

RF1.AX

-0.28%

RPL.AX

0.19%

RG1.AX

-1.78%

RGN.AX

-0.87%

REG.AX

1.03%

RRL.AX

1.32%

RWC.AX

-0.78%

RMD.AX

-0.94%

RSG.AX

-2.48%

SGLLV.AX

0.4%

RIC.AX

-2.73%

RIO.AX

-1.22%

RXL.AX

RFF.AX

0.75%

RYM.AX

-1.34%

SFR.AX

-1.76%

SMI.AX

STO.AX

-1.25%

SCG.AX

-2.76%

SEK.AX

SHV.AX

-1.48%

SRV.AX

-3.06%

SSM.AX

-0.49%

SGH.AX

-2.09%

SHA.AX

1.55%

SIG.AX

-1.73%

SLX.AX

-4.31%

SGM.AX

-2.22%

SDR.AX

SKS.AX

3.64%

SKC.AX

2.91%

SIQ.AX

4.32%

SHL.AX

1.01%

S32.AX

-1.55%

SX2.AX

-4.34%

SXE.AX

1.37%

SPK.AX

0.73%

SRG.AX

0.33%

SBM.AX

-1.16%

SMR.AX

-1.05%

SDF.AX

-0.73%

SGP.AX

-2.69%

SNZ.AX

SUN.AX

-2.85%

SRL.AX

-2.48%

SUL.AX

2.61%

SLC.AX

0.43%

SNL.AX

-0.34%

SYL.AX

-3.67%

TAH.AX

-9.66%

TEA.AX

1.22%

TNE.AX

3.35%

TLX.AX

-3.38%

TLS.AX

-0.66%

TPW.AX

-0.17%

A2M.AX

-0.84%

TLC.AX

-0.37%

SGR.AX

2.27%

TVN.AX

-1.54%

TWR.AX

0.87%

TPG.AX

-0.85%

TCL.AX

-0.48%

TWE.AX

-0.81%

TUA.AX

-1.85%

TCG.AX

-1.29%

UNI.AX

-0.85%

VAU.AX

-0.62%

VNT.AX

-1.72%

VCX.AX

-3.92%

VGN.AX

-2.16%

VEA.AX

-1.78%

VUL.AX

-1.57%

VSL.AX

-1.01%

WA1.AX

-0.7%

WGN.AX

-2.9%

WAM.AX

0.29%

WGB.AX

0.92%

WLE.AX

SOL.AX

0.88%

WPR.AX

-1.02%

WQG.AX

-0.27%

WEB.AX

-3.67%

WBT.AX

-2.22%

WES.AX

-2.29%

WAF.AX

0.95%

WGX.AX

-1.13%

WBC.AX

-3.98%

WHF.AX

-1.6%

WHC.AX

-2.71%

WIA.AX

3.03%

WC8.AX

-3.1%

WTN.AX

WTC.AX

-3.81%

WDS.AX

-1.02%

WOW.AX

-2.14%

WOR.AX

-1.63%

XRO.AX

0.23%

YAL.AX

-2.2%

ZIM.AX

0.93%

ZIP.AX

-3.03%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.10	-2.29	-1.54
SSO ASX Small Caps	15.92	0.1	0.63
IVV S&P 500	67.87	0.17	0.25
NDQ Nasdaq	58.53	0.34	0.58
F100 FTSE 100	14.52	-0.28	-1.89
ASIA Asia Tech	20.05	-0.24	-1.18
IEU Europe	98.46	-1.59	-1.59
IEM Emerging Markets	93.55	-0.34	-0.36
Gold Gold	59.89	0.42	0.71
ACDC Battery Tech	178.40	-2.06	-1.14

COMMODITIES	Close($)	-/+	%
Gold	4,719.36	34.1856	0.73
Silver	79.82	1.345	1.71
Platinum	2,043.40	21.4009	1.06
Palladium	1,502.45	21.5499	1.46
Ice Brent Crude	103.37	2.1	2.07
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7213	0.0004	0.06
Euro	1.1728	0.0003	0.03
British Pound	1.3552	0.0001	0.01
Canadian Dollar	1.3658	-0.0006	-0.04
New Zealand Dollar	0.5939	0.0001	0.02
Chinese Yuan	6.8040	0.0026	0.04
Japanese Yen	156.8500	-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	0.62	1.65%	68.06%	0.30 0.75
BGL	Bellevue Gold Ltd	1.56	-1.58%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.22	-2.22%	54.28%	35.52 59.39
FMG	Fortescue Ltd	21.20	-1.03%	33.13%	14.31 23.38
NHC	New Hope Corporation Ltd	5.02	-1.38%	35.73%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.91	-2.53%	59.65%	5.09 9.90
NEM	Newmont Cdi	159.41	-0.41%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.19	-2.66%	0.00%	8.24 20.47
SFR	Sandfire Resources Ltd	17.62	-1.67%	73.14%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LNW	Light & Wo Cdi 1	110.96	8.08
IPX	Iperionx	5.58	5.79
XYZ	Block Cdi	103.67	5.42
SMI	Santana Minerals	0.63	5
PYC	Pyc Therapeutics	1.24	4.87
FFM	Firefly Metals	1.93	4.46
SIQ	Smartgroup Corpo	10.63	4.32
MI6	Minerals 260	0.77	3.69
SKS	Sks Technologies	7.83	3.64
360	Life360 Inc.	19.99	3.58

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TAH	Tabcorp Holdings	0.80	-9.66
EOS	Electro Optic Sy	9.02	-5.45
EUR	European Lithium	0.46	-5.21
ORI	Orica	21.41	-4.84
SX2	Southern Cro Cdi	9.47	-4.34
SLX	Silex Systems	5.99	-4.31
JDO	Judo Capital Hol	1.46	-4.28
DGT	Digico Infrastru	2.75	-4.18
AIZ	Air New Zealand	0.35	-4.11
MAH	Macmahon Holding	0.76	-4.09

OPINION

Latest Market Matters Opinions

08/05/2026 09:29

iShares Global Healthcare ETF (ASX:IXJ) $126.95

The iShares Global Healthcare ETF (ASX: IXJ) gives investors broad exposure to global healthcare, covering pharma, biotech, medical devices and even insurers, with major holdings like UnitedHealth Group Inc. (NYSE: UNH), Johnson & Johnson (NYSE: JNJ), and Eli Lilly and Co. (NYSE: LLY). For a cost of 0.41% this is an attractive ETF to buy into the long-term growth drivers such as ageing populations, rising healthcare demand and ongoing medical innovation, which have driven the sector higher in the past - in the past it’s been a “go too” sector.

08/05/2026 09:29

BetaShares S&P/ASX 200 Resources Sector ETF (ASX: QRE) $10.32

ACTION

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Market Matters Content

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iShares S&P 500 AUD Hedged ETF (ASX:IHVV)

Hi Guys, I'm having trouble trying to find the iShares S&P 500 (AUD Hedged) ETF from your portal (ASX:IHVV). Would it be possible to make it available to subscribers? Given that IHVV has been helped by the AUD appreciation (against the USD) recently, it has outperformed IVV (YTD performance). However, after the last round of central bank meetings, I wonder if IVV will start to catch up. Any thoughts? Thanks, Angela

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Question asked 08/05/2026

Inghams Group Limited (ASX:ING)

Hi James, What is happening with ING? The last month has seen it tumble further from your bullish comments in February. Surely chickens are on almost everyone’s list of must eat foods? Rob

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Latest View Points

MVB

ATEC

VAP

IXJ

QRE

SUL

LNW

SFR

BHP

NWH

AMC

JBH

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

ETF Friday: Four ASX ETFs that could attract the next wave of buying as investors look for value

Morning report 08/05/2026

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 08/05/2026

iShares S&P 500 AUD Hedged ETF (ASX:IHVV)

Ask James

Question asked 08/05/2026

Inghams Group Limited (ASX:ING)

Hi James, What is happening with ING? The last month has seen it tumble further from your bullish comments in February. Surely chickens are on almost everyone’s list of must eat foods? Rob

Latest View Points

MVB

ATEC

VAP

IXJ

QRE

SUL

LNW

SFR

BHP

NWH

AMC

JBH

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