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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

AAI.AX

-4.23%

29M.AX

-6.15%

4DX.AX

7.37%

ABG.AX

-0.63%

AIS.AX

-3.19%

AGL.AX

0.92%

A1M.AX

-4.91%

AIZ.AX

-1.61%

ALK.AX

-2.01%

A4N.AX

-12.77%

ALQ.AX

-2.69%

AMC.AX

2.57%

AOV.AX

-1.07%

AMP.AX

AEL.AX

-3.01%

ALD.AX

-0.69%

ANN.AX

0.24%

ANZ.AX

1.85%

APA.AX

1.36%

ARU.AX

-3.33%

ARB.AX

-3.27%

ARF.AX

0.82%

ARG.AX

-0.44%

ALL.AX

1.9%

APZ.AX

1.55%

ASX.AX

1.16%

ALX.AX

0.26%

AIA.AX

1.22%

AXQ.AX

0.61%

AMI.AX

AZJ.AX

1.07%

AFI.AX

-2.47%

AUC.AX

-4.31%

ABB.AX

0.49%

ASB.AX

-6.78%

AUB.AX

1.76%

AAC.AX

-0.76%

ACL.AX

0.35%

AUI.AX

-1.16%

BOQ.AX

5.86%

BMN.AX

-2.33%

BCI.AX

-5.41%

BPT.AX

BGA.AX

0.63%

BGL.AX

-3.5%

BEN.AX

3.81%

BNZ.AX

-9.38%

BHP.AX

-4.7%

BKI.AX

-1.12%

XYZ.AX

-0.87%

BSL.AX

-0.03%

BOE.AX

-0.4%

BXB.AX

1.43%

BVS.AX

0.63%

BRE.AX

-13.33%

BRG.AX

-0.26%

BTR.AX

-3.62%

BGP.AX

-13.04%

BFL.AX

BWP.AX

0.85%

CMM.AX

-3.43%

CSC.AX

-6.1%

CAR.AX

0.52%

CIN.AX

1.47%

CYL.AX

-3.31%

CAT.AX

-3.82%

CWP.AX

1.37%

CNI.AX

-2.31%

CIP.AX

COF.AX

-0.59%

CGF.AX

-0.31%

CIA.AX

-9.67%

CLW.AX

2.49%

CHC.AX

0.65%

CQR.AX

2.63%

CQE.AX

0.44%

CNU.AX

3.06%

C79.AX

-2.86%

CVL.AX

-4.88%

CU6.AX

-5.21%

CWY.AX

-1.87%

CBO.AX

-2.91%

COH.AX

-0.43%

CDA.AX

-2.62%

CGS.AX

-3.02%

COL.AX

2.71%

CKF.AX

1.63%

CPU.AX

2.15%

CEN.AX

4.48%

CXO.AX

-2.38%

CCP.AX

-1.61%

CMW.AX

CSL.AX

1.25%

CCL.AX

-2.1%

CBA.AX

3.29%

DYL.AX

-5.78%

DBI.AX

1.07%

DRR.AX

0.77%

DVP.AX

-4.4%

DXI.AX

0.87%

DXS.AX

1.07%

DDR.AX

-3.72%

DGT.AX

-2.91%

DJW.AX

0.34%

DMP.AX

0.51%

DOW.AX

0.58%

DPM.AX

-2.41%

DRO.AX

-4.38%

DUR.AX

-5.5%

DNL.AX

-1.01%

APE.AX

0.79%

EBO.AX

3.33%

ELD.AX

-1.88%

EOS.AX

-8.07%

ELV.AX

-7.58%

ELS.AX

-7.21%

EHL.AX

EMR.AX

-3.24%

EDV.AX

2.64%

DTL.AX

-2.41%

EQR.AX

-3.45%

EQT.AX

17.11%

EUR.AX

-9.33%

EVN.AX

-2.55%

EVT.AX

2.46%

FPH.AX

1.28%

FDC.AX

-5.42%

FCL.AX

-1.95%

FFM.AX

-7.51%

FPR.AX

-0.21%

FBU.AX

-1.86%

FLT.AX

1.19%

FML.AX

0.29%

FRS.AX

-5.97%

FMG.AX

-1.96%

FRW.AX

-0.1%

FGX.AX

1.14%

FGG.AX

-0.62%

GLF.AX

-5.44%

GDG.AX

17.16%

GNE.AX

1.52%

GMD.AX

-2.26%

GNP.AX

-6.94%

GMG.AX

-3.9%

GPT.AX

1.77%

GQG.AX

-2.82%

GNG.AX

-8.18%

GNC.AX

-1.22%

GGP.AX

-3.38%

G6M.AX

-6.16%

GOZ.AX

1.84%

GCI.AX

GYG.AX

-0.37%

GWA.AX

0.51%

HSN.AX

-0.59%

HVN.AX

-0.97%

HGH.AX

2.02%

HM1.AX

-2.5%

HLI.AX

0.97%

HMC.AX

-8.1%

HDN.AX

0.93%

HUB.AX

-5.79%

IEL.AX

0.91%

IGO.AX

-5.44%

ILU.AX

-5.77%

IMD.AX

-5.2%

IMR.AX

5.07%

IFT.AX

-0.1%

INA.AX

-11.57%

ING.AX

1.93%

IAG.AX

2.17%

IDX.AX

0.48%

IPG.AX

-5.08%

IPX.AX

-7.42%

IPH.AX

1.16%

IRE.AX

-0.73%

JHX.AX

0.08%

JBH.AX

-0.83%

JDO.AX

-0.56%

KAR.AX

1.52%

KLS.AX

0.26%

KCN.AX

-1.97%

KKC.AX

-0.97%

GLS.AX

0.27%

LGF.AX

-1.8%

L1G.AX

-3.49%

LSF.AX

-0.23%

LFS.AX

0.64%

LLC.AX

LFG.AX

-2.19%

360.AX

-6.7%

LNW.AX

0.9%

LIN.AX

-9.41%

LTR.AX

-5.56%

LOV.AX

-1.15%

LYL.AX

-6.16%

LYC.AX

-6.57%

MA1.AX

-1.33%

MAF.AX

-3.49%

MGH.AX

-11.02%

MAH.AX

-9.33%

MQG.AX

-1.25%

MAQ.AX

-8.92%

MAD.AX

-4.55%

MFG.AX

-1.06%

MMS.AX

0.66%

MPL.AX

2.58%

MP1.AX

-10.06%

MCY.AX

1.12%

MEZ.AX

2.7%

MSB.AX

-2.51%

MLX.AX

-10.84%

MTS.AX

2.27%

MEI.AX

-4.44%

MXT.AX

3.4%

MFF.AX

-0.59%

MIN.AX

-4.85%

MI6.AX

-7.36%

MIR.AX

MGR.AX

0.55%

MND.AX

-4.12%

MYS.AX

3.73%

NAN.AX

-0.36%

NAB.AX

3.01%

NGI.AX

-1.4%

NWL.AX

-8%

NEU.AX

-1.08%

NHC.AX

-4.52%

NMG.AX

-3.28%

NEM.AX

-2.89%

NWS.AX

0.47%

NXG.AX

-5.14%

NXT.AX

-7.42%

NHF.AX

2.16%

NCK.AX

0.42%

NIC.AX

-2.76%

NEC.AX

4.84%

NST.AX

-2.37%

NWH.AX

-6.31%

NUF.AX

-2.26%

NXL.AX

0.29%

OCL.AX

1.38%

OML.AX

-0.3%

OPH.AX

-1.74%

OBM.AX

-3.3%

ORI.AX

-1.28%

ORG.AX

2.94%

ORA.AX

3.45%

PDN.AX

-5.08%

PNR.AX

-3.81%

PDI.AX

-3.86%

PPC.AX

2.19%

PPM.AX

-0.29%

PRN.AX

-6.67%

PPT.AX

-0.18%

PCI.AX

-0.92%

PRU.AX

-2.91%

PXA.AX

2.58%

PNI.AX

-3%

PL8.AX

-1.07%

PLS.AX

-6.31%

PGF.AX

-2.17%

PNV.AX

-2.19%

PMV.AX

0.95%

PME.AX

-0.2%

PWH.AX

-0.6%

PYC.AX

-6.57%

QAN.AX

1.1%

QBE.AX

2.74%

QRI.AX

-1.71%

QAL.AX

1.4%

RMS.AX

-2.2%

RHC.AX

0.42%

REA.AX

-0.24%

RDX.AX

-1.15%

REH.AX

-1.34%

RF1.AX

-4.29%

RG1.AX

-3.27%

RPL.AX

-5.53%

RGN.AX

1.37%

REG.AX

0.46%

RRL.AX

-3.11%

RWC.AX

0.43%

RMD.AX

0.03%

RSG.AX

-3.14%

SGLLV.AX

2.31%

RIC.AX

2.36%

RIO.AX

-4.85%

RXL.AX

-7.14%

RFF.AX

1.32%

RYM.AX

-0.51%

SFR.AX

-5.22%

STO.AX

1.77%

SCG.AX

2.06%

SEK.AX

1.48%

SHV.AX

1.72%

SRV.AX

-1.66%

SGH.AX

0.05%

SHA.AX

-6.26%

SIG.AX

SLX.AX

-10.54%

SGM.AX

-4.36%

SDR.AX

-6.08%

SKS.AX

-8.87%

SKC.AX

-3.67%

SIQ.AX

0.97%

SHL.AX

0.65%

S32.AX

-5.7%

SX2.AX

-5.54%

SPK.AX

-0.96%

SRG.AX

-5.43%

SSM.AX

-2.28%

SBM.AX

-6.37%

SMR.AX

SDF.AX

0.17%

SXE.AX

-9.71%

SGP.AX

1.92%

SKG.AX

SNZ.AX

0.37%

SUN.AX

2.15%

SRL.AX

-10.4%

SUL.AX

0.89%

SLC.AX

0.4%

SNL.AX

0.15%

SYL.AX

2.25%

TAH.AX

1.18%

TEA.AX

-10.21%

TNE.AX

-1.89%

TLX.AX

-1.69%

TLS.AX

1.91%

A2M.AX

3.65%

TLC.AX

0.76%

SGR.AX

-4%

TWR.AX

1.97%

TPG.AX

1.9%

TCL.AX

1.87%

TWE.AX

4.58%

TUA.AX

-4.63%

TCG.AX

-2.38%

TRA.AX

-0.14%

UNI.AX

-1.6%

VAU.AX

-2.04%

VNT.AX

-0.85%

VCX.AX

3.49%

VGN.AX

VMM.AX

-6.04%

VGL.AX

-1.75%

VEA.AX

-0.31%

VUL.AX

-4.58%

VSL.AX

-9.19%

WA1.AX

-7.69%

WGN.AX

-3.55%

WGB.AX

-1.49%

WLE.AX

0.79%

WAM.AX

-1.92%

SOL.AX

0.77%

WPR.AX

1.46%

WQG.AX

-0.75%

WEB.AX

-2.05%

WBT.AX

-9.23%

WES.AX

0.31%

WAF.AX

-3.89%

WGX.AX

-2.21%

WBC.AX

2.94%

WHF.AX

-1.07%

WHC.AX

-4.52%

WIA.AX

-4.44%

WTC.AX

2.83%

WDS.AX

0.48%

WOW.AX

4.27%

WOR.AX

-1.18%

XRO.AX

-3.04%

YAL.AX

-3.76%

ZIM.AX

-2.6%

ZIP.AX

-4.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.64	0.13	0.09
SSO ASX Small Caps	13.43	-0.32	-2.33
IVV S&P 500	73.63	-0.62	-0.84
NDQ Nasdaq	62.18	-1.32	-2.08
F100 FTSE 100	15.28	0.12	0.79
ASIA Asia Tech	18.99	-1.01	-5.05
IEU Europe	95.41	0.52	0.55
IEM Emerging Markets	91.96	-2.67	-2.82
Gold Gold	54.45	0.16	0.29
ACDC Battery Tech	108.68	-5.67	-4.96

COMMODITIES	Close($)	-/+	%
Gold	4,163.06	57.9376	1.41
Silver	56.92	1.2782	2.3
Platinum	1,618.06	11.31	0.7
Palladium	1,132.75	39.02	3.57
Ice Brent Crude	106.11	0.42	0.4
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6901	-0.0068	-0.98
Euro	1.1209	0.0057	0.51
British Pound	1.3251	0.006	0.45
Canadian Dollar	1.4210	-0.0026	-0.18
New Zealand Dollar	0.5600	0.0009	0.16
Chinese Yuan	6.6909	-0.0017	-0.03
Japanese Yen	157.7700	-0.5	-0.32

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.78	-4.91%	85.23%	0.42 0.94
BGL	Bellevue Gold Limited	1.38	-3.5%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	58.00	-4.7%	42.23%	40.18 68.77
FMG	Fortescue Ltd	15.02	-1.96%	-21.15%	15.01 23.38
NHC	New Hope Corporation Ltd	5.71	-4.52%	51.01%	3.77 6.61
WHC	Whitehaven Coal Limited	7.40	-4.52%	15.84%	6.66 9.90
NEM	Newmont Cdi	159.80	-2.89%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	11.44	-5.14%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	19.99	-5.22%	30.59%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
GDG	Generation Devel	3.14	17.16
EQT	Eqt Holdings Fpo	22.31	17.11
4DX	4dmedical	4.08	7.37
BOQ	Bank Of Queensla	6.87	5.86
IMR	Imricor Medical	1.45	5.07
NEC	Nine Entertainme	0.65	4.84
TWE	Treasury Wine Es	5.94	4.58
CEN	Contact Energy L	7.00	4.48
WOW	Woolworths Group	41.28	4.27
BEN	Ben Ade Bk Fpo	10.62	3.81

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BRE	Brazilian Rare	2.08	-13.33
BGP	Briscoe Group Au	3.00	-13.04
A4N	Alpha Hpa	0.41	-12.77
INA	Ingenia Communit	4.05	-11.57
MGH	Maas Group Holdi	3.31	-11.02
MLX	Metals X	1.65	-10.84
SLX	Silex Systems	3.48	-10.54
SRL	Sunrise Energy	13.95	-10.4
TEA	Tasmea	9.50	-10.21
MP1	Megaport	15.64	-10.06

OPINION

Latest Market Matters Opinions

15/10/2026 17:02

Broker Moves

• EBR AU Cut to Speculative Buy at Morgans Financial Limited • Paladin Energy Raised to Buy at Morgans Financial Limited • St Barbara Cut to Speculative Buy at Ord Minnett • Dexus Cut to Neutral at Jarden Securities; PT A$5.68 • Vicinity Centres Raised to Overweight at Jarden Securities • Ingenia Cut to Neutral at Jarden Securities; PT A$5.20 • Karoon Energy Rated New Buy at Clarksons; PT A$2.50 • Evolution Raised to Buy at Canaccord; PT A$13.85 • Paladin Energy Raised to Overweight at JPMorgan; PT A$9 • Liontown Raised to Hold at CLSA; PT 80 Australian cents

15/10/2026 17:02

What Mattered Today

Local shares finished marginally lower as a defensive rotation into consumer staples and financials offset a sharp sell-off in miners, technology and data centre stocks, with softer domestic employment data providing some relief on interest rate expectations after hotter-than-expected US inflation reignited rate concerns overnight.

ACTION

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Market Matters Content

What Matters Today: Glencore (ASX: GLC) debut on the ASX – what may come next?

Morning report 15/10/2026

Afternoon Report

The Match Out: ASX pares losses as softer jobs data lifts rate hopes

Afternoon report 15/10/2026

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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