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ANALYSIS

Market Analysis

AAI.AX

-2.86%

29M.AX

-1.52%

4DX.AX

-3.32%

ABG.AX

-0.63%

AIS.AX

-5.32%

AGL.AX

4.09%

A1M.AX

-8.52%

AIZ.AX

ALK.AX

-2.21%

A4N.AX

-7.69%

ALQ.AX

-1.36%

AMC.AX

0.5%

AOV.AX

0.36%

AMP.AX

-1.2%

AEL.AX

0.85%

ALD.AX

1.64%

ANN.AX

ANZ.AX

1.27%

APA.AX

-0.27%

ARU.AX

-6.25%

ARB.AX

2.54%

ARF.AX

1.69%

ARG.AX

0.66%

ALL.AX

1.72%

APZ.AX

-2.12%

ASX.AX

0.72%

ALX.AX

AIA.AX

-1.78%

AXQ.AX

-3.24%

AMI.AX

-1.15%

AZJ.AX

1.07%

AFI.AX

0.15%

AUC.AX

ABB.AX

-0.49%

ASB.AX

-1.57%

AUB.AX

1.47%

AAC.AX

0.38%

ACL.AX

-1.72%

AUI.AX

0.93%

BOQ.AX

2.92%

BMN.AX

-5.38%

BAP.AX

BCI.AX

-1.77%

BPT.AX

1.18%

BGA.AX

1.41%

BGL.AX

-2.01%

BEN.AX

2.22%

BNZ.AX

-5.25%

BHP.AX

-1.84%

BKI.AX

BC8.AX

-2.78%

XYZ.AX

-1.81%

BSL.AX

-0.65%

BOE.AX

-9.09%

BXB.AX

1.7%

BVS.AX

-1.85%

BRE.AX

-11.64%

BRG.AX

-0.38%

BTR.AX

-0.74%

BGP.AX

BFL.AX

BWP.AX

-0.28%

CMM.AX

-0.95%

CSC.AX

-2.88%

CAR.AX

0.31%

CIN.AX

0.29%

CYL.AX

-1.23%

CAT.AX

-2.82%

CWP.AX

-1.18%

CNI.AX

-3.02%

CIP.AX

-0.71%

COF.AX

2.42%

CGF.AX

-1.8%

CIA.AX

-2.87%

CLW.AX

CHC.AX

-1.56%

CQR.AX

CQE.AX

-0.44%

CNU.AX

-2.1%

C79.AX

-4.34%

CVL.AX

-1.8%

CU6.AX

-6.25%

CWY.AX

CBO.AX

-2.04%

COH.AX

-0.03%

CDA.AX

-6.04%

CGS.AX

-0.79%

COL.AX

1.41%

CKF.AX

1.19%

CPU.AX

1.77%

CEN.AX

-2.9%

CXO.AX

-8.7%

CCP.AX

0.91%

CMW.AX

-1.49%

CSL.AX

-0.12%

CCL.AX

-3.27%

CBA.AX

2.32%

DYL.AX

-5.85%

DBI.AX

-0.18%

DRR.AX

0.51%

DVP.AX

-4.62%

DXI.AX

-0.86%

DXS.AX

0.71%

DDR.AX

-4.95%

DGT.AX

-6.49%

DJW.AX

-0.68%

DMP.AX

DOW.AX

-0.43%

DPM.AX

0.22%

DRO.AX

DUR.AX

-4.61%

DNL.AX

-1.23%

APE.AX

1.06%

EBO.AX

-0.38%

ELD.AX

0.15%

EOS.AX

-6.27%

ELV.AX

-7.02%

ELS.AX

-11.81%

EHL.AX

1.55%

EMR.AX

-2.07%

EDV.AX

1.33%

DTL.AX

-2.25%

EQR.AX

-3.33%

EQT.AX

-2.98%

EUR.AX

-2.7%

EVN.AX

-1.14%

EVT.AX

FPH.AX

0.38%

FDC.AX

-2.86%

FCL.AX

5.29%

FFM.AX

-1.61%

FPR.AX

-0.42%

FBU.AX

1.49%

FLT.AX

0.1%

FML.AX

-1.94%

FRS.AX

1.54%

FMG.AX

-2.92%

FRW.AX

-0.1%

FGX.AX

0.38%

FGG.AX

GLF.AX

-2.27%

GDG.AX

-0.37%

GNE.AX

-1.53%

GMD.AX

-0.4%

GNP.AX

-2.91%

GMG.AX

-0.53%

GPT.AX

0.44%

GQG.AX

-2.68%

GNG.AX

-2.89%

GNC.AX

GGP.AX

-2.05%

G6M.AX

5.8%

GOZ.AX

GCI.AX

GYG.AX

0.34%

GWA.AX

-0.5%

HSN.AX

-1.79%

HVN.AX

0.97%

HGH.AX

2.01%

HM1.AX

-0.35%

HLI.AX

0.19%

HMC.AX

-0.34%

HDN.AX

-0.46%

HUB.AX

-1.25%

IEL.AX

0.46%

IGO.AX

-6.45%

ILU.AX

-2.56%

IMD.AX

-2.41%

IMR.AX

-0.34%

IFT.AX

-1.4%

INA.AX

-0.21%

ING.AX

-0.96%

IAG.AX

2.18%

IDX.AX

IPG.AX

-6.13%

IPX.AX

-8.58%

IPH.AX

1.72%

IRE.AX

-1.08%

JHX.AX

-0.81%

JBH.AX

-0.31%

JDO.AX

2.25%

JMS.AX

KAR.AX

-1.9%

KLS.AX

-1.51%

KCN.AX

-1.68%

KKC.AX

-0.5%

GLS.AX

L1G.AX

-1.27%

LSF.AX

-1.55%

LGF.AX

0.45%

LFS.AX

LLC.AX

-2.42%

LFG.AX

360.AX

-1.07%

LNW.AX

1.46%

LIN.AX

-4.49%

LTR.AX

-4.67%

LOV.AX

2.31%

LYL.AX

-4.85%

LYC.AX

-2.91%

MA1.AX

1.9%

MAF.AX

-2.35%

MGH.AX

-6.62%

MAH.AX

-3.88%

MQG.AX

-0.62%

MAQ.AX

-7.67%

MAD.AX

-1.27%

MFG.AX

0.12%

MMS.AX

0.92%

MPL.AX

0.86%

MP1.AX

-9.91%

MCY.AX

MEZ.AX

-2%

MSB.AX

-1.46%

MLX.AX

-5.17%

MTS.AX

0.33%

MEI.AX

-2.13%

MXT.AX

-4.64%

MFF.AX

-0.39%

MIN.AX

-6.66%

MI6.AX

1.2%

MIR.AX

MGR.AX

1.93%

MND.AX

-3.65%

MYS.AX

1.64%

NAN.AX

-1.4%

NAB.AX

1.87%

NGI.AX

-0.44%

NWL.AX

-3.04%

NEU.AX

-2.82%

NHC.AX

-0.33%

NMG.AX

NEM.AX

-0.35%

NWS.AX

1.8%

NXG.AX

-2.87%

NXT.AX

-7.59%

NHF.AX

0.3%

NCK.AX

1.43%

NIC.AX

-3.38%

NEC.AX

NST.AX

-0.08%

NWH.AX

-4.71%

NUF.AX

-0.95%

NXL.AX

-4.99%

OCL.AX

-0.72%

OML.AX

OPH.AX

-0.43%

OBM.AX

-2.78%

ORI.AX

-0.26%

ORG.AX

2.76%

ORA.AX

PDN.AX

-4.86%

PNR.AX

-4.65%

PDI.AX

-3.76%

PPC.AX

-1.93%

PPM.AX

-0.29%

PRN.AX

-3.64%

PPT.AX

0.12%

PCI.AX

PRU.AX

-1.4%

PXA.AX

-0.94%

PNI.AX

-3.28%

PL8.AX

PLS.AX

-8.61%

PGF.AX

0.94%

PNV.AX

-4.74%

PMV.AX

0.16%

PME.AX

-1.59%

PWH.AX

0.72%

PYC.AX

-10.46%

QAN.AX

-2.92%

QBE.AX

1.83%

QRI.AX

1.05%

QAL.AX

-0.93%

RMS.AX

-1.86%

RHC.AX

1.5%

REA.AX

1.59%

RDX.AX

2.03%

REH.AX

1.42%

RF1.AX

-0.9%

RG1.AX

-1.23%

RPL.AX

-1.38%

RGN.AX

REG.AX

-1.35%

RRL.AX

-1.82%

RWC.AX

0.21%

RMD.AX

1.97%

RSG.AX

-3.06%

SGLLV.AX

0.99%

RIC.AX

RIO.AX

-2.4%

RXL.AX

-2.99%

RFF.AX

-0.52%

RYM.AX

2.13%

SFR.AX

-4.83%

STO.AX

1.6%

SCG.AX

-0.29%

SEK.AX

0.94%

SHV.AX

-1.21%

SRV.AX

-0.36%

SGH.AX

0.37%

SHA.AX

-1.83%

SIG.AX

-0.37%

SLX.AX

-8.42%

SGM.AX

-2.5%

SDR.AX

-3.66%

SKS.AX

-20.53%

SKC.AX

0.93%

SIQ.AX

0.35%

SHL.AX

-1.08%

S32.AX

-3.59%

SX2.AX

-1.94%

SPK.AX

-0.64%

SRG.AX

-4.1%

SSM.AX

-2.64%

SBM.AX

-1.26%

SMR.AX

-1.9%

SDF.AX

SXE.AX

-8.82%

SGP.AX

-0.48%

SKG.AX

-1.88%

SNZ.AX

1.82%

SUN.AX

0.99%

SRL.AX

-6.51%

SUL.AX

1.26%

SLC.AX

-2.85%

SNL.AX

0.32%

SYL.AX

-3.7%

TAH.AX

0.58%

TEA.AX

-5.75%

TNE.AX

-1.54%

TLX.AX

-3.19%

TLS.AX

-0.22%

A2M.AX

0.3%

TLC.AX

2.15%

SGR.AX

TWR.AX

0.3%

TPG.AX

0.27%

TCL.AX

1.81%

TWE.AX

0.18%

TUA.AX

-1.26%

TCG.AX

-0.6%

TRA.AX

UNI.AX

-2.08%

VAU.AX

-0.65%

VNT.AX

-1.65%

VCX.AX

-0.86%

VGN.AX

-2.59%

VMM.AX

-10.83%

VGL.AX

-5.31%

VEA.AX

1.26%

VUL.AX

-12.41%

VSL.AX

1.55%

WA1.AX

-7.04%

WGN.AX

3.06%

WGB.AX

-0.5%

WLE.AX

-0.79%

WAM.AX

1.49%

SOL.AX

0.93%

WPR.AX

WQG.AX

0.5%

WEB.AX

-0.88%

WBT.AX

-5.07%

WES.AX

0.49%

WAF.AX

-1.61%

WGX.AX

-1.92%

WBC.AX

1.53%

WHF.AX

-0.32%

WHC.AX

-0.39%

WIA.AX

-2.17%

WTC.AX

-2.82%

WDS.AX

1.86%

WOW.AX

1.54%

WOR.AX

-0.95%

XRO.AX

-2.89%

YAL.AX

1.02%

ZIM.AX

-0.78%

ZIP.AX

-7.02%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.71	0.17	0.12
SSO ASX Small Caps	13.95	-0.17	-1.2
IVV S&P 500	74.49	-0.17	-0.23
NDQ Nasdaq	63.61	-1.01	-1.56
F100 FTSE 100	15.20	0.1	0.66
ASIA Asia Tech	19.89	-1.18	-5.6
IEU Europe	94.91	-0.45	-0.47
IEM Emerging Markets	94.45	-2.14	-2.22
Gold Gold	55.09	0.15	0.27
ACDC Battery Tech	113.84	-3.65	-3.11

COMMODITIES	Close($)	-/+	%
Gold	4,182.31	11.2132	0.27
Silver	60.37	0.0592	0.1
Platinum	1,700.35	14.8207	0.88
Palladium	1,147.70	4.1267	0.36
Ice Brent Crude	106.12	1.4	1.34
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6973	0.0014	0.2
Euro	1.1180	0.0027	0.24
British Pound	1.3238	0.0032	0.24
Canadian Dollar	1.4257	-0.0025	-0.18
New Zealand Dollar	0.5607	0.0021	0.38
Chinese Yuan	6.6939	0.0014	0.02
Japanese Yen	158.1400	-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	0.81	-8.52%	109.52%	0.42 0.94
BGL	Bellevue Gold Limited	1.46	-2.01%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	61.28	-1.84%	47.87%	40.18 68.77
FMG	Fortescue Ltd	15.32	-2.92%	-17.64%	15.30 23.38
NHC	New Hope Corporation Ltd	5.99	-0.33%	53.32%	3.77 6.61
WHC	Whitehaven Coal Limited	7.75	-0.39%	19.69%	6.62 9.90
NEM	Newmont Cdi	167.84	-0.35%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.20	-2.87%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.69	-4.83%	41.29%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
G6M	Group 6 Metals L	2.92	5.8
FCL	Fineos Corporati	1.89	5.29
AGL	Agl Energy Limit	8.90	4.09
WGN	Wagners Holding	4.72	3.06
BOQ	Bank Of Queensla	6.69	2.92
ORG	Origin Ene Fpo	11.55	2.76
ARB	Arb Corp	17.34	2.54
COF	Centuria Office	0.85	2.42
CBA	Cwlth Bank Fpo	154.50	2.32
LOV	Lovisa Holdings	24.40	2.31

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SKS	Sks Technologies	6.89	-20.53
VUL	Vulcan Energy	1.20	-12.41
ELS	Elsight	3.51	-11.81
BRE	Brazilian Rare	2.58	-11.64
VMM	Viridis Mining A	3.21	-10.83
PYC	Pyc Therapeutics	2.14	-10.46
MP1	Megaport	17.73	-9.91
BOE	Boss Energy	1.25	-9.09
SXE	Sth X Elec Fpo	4.55	-8.82
CXO	Core Lithium	0.21	-8.7

OPINION

Latest Market Matters Opinions

13/10/2026 16:51

Broker Moves

• Mastermyne Group Ltd Reinstated Buy at Veritas Securities • AEU AU Rated New Speculative Buy at Morgans Financial Limited • Yojee Rated New Buy at Moelis & Company; PT 27 Australian cents • Innovaero Technologies Rated New Buy at Canaccord; PT A$1 • NEXTDC Rated New Neutral at Goldman; PT A$11 • Megaport Rated New Buy at Goldman; PT A$25.90 • South32 Cut to Equal-Weight at Morgan Stanley; PT A$5.20 • Lynas Raised to Overweight at Morgan Stanley; PT A$14.65 • Boss Energy Cut to Equal-Weight at Morgan Stanley; PT A$1.40 • Sandfire Cut to Underweight at Morgan Stanley; PT A$20.35 • Deterra Raised to Equal-Weight at Morgan Stanley; PT A$3.95

13/10/2026 16:51

What Mattered Today

A mixed session on the ASX today, with the index recovering from intraday losses to finish almost unchanged. Defensive sectors, energy and banks provided some support, but a sharp global semiconductor sell-off weighed heavily on Technology, while Materials and lithium stocks also came under pressure.

ACTION

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Market Matters Content

What Matters Today: How should we value AI Infrastructure stocks after the Firmus debacle?

Morning report 13/10/2026

Afternoon Report

The Match Out: ASX treads water as global chip rout hits growth stocks

Afternoon report 13/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 10/10/2026

BetaShares Global Banks Currency Hedged ETF (ASX: BNKS)

Hi guys, Appreciate your answers to my previous questions. Like many Aussie investors in search of better opportunities, I've been allocating funds to ASX listed ETFs with overseas exposure. One that has been sitting on my watch list is BNKS, which has had a phenomenal performance over the past three years. It recently dropped to $13.5, the lowest in three months. I believe the drop in price is associated to bond yields going up. What's your opinion of this ETF and could it be a better alternative for financials exposure in the portfolio, instead of our stagnant local banks? Obviously considering a growth oriented portfolio as opposed to one chasing yield. Is BNKS overvalued despite the current price drop? Thanks, Angela

Ask James

Question asked 10/10/2026

Xero Ltd (ASX: XRO)

Hi MM, I haven't looked at XRO for a while. To my surprise it's now trading around $55 to $56. Do you considerate it a buy or strong buy into its first half results next month or are you not quite as positive on its prospects? Thanks Darren

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