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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.28%

4DX.AX

-0.15%

ABG.AX

-0.52%

ASK.AX

-0.37%

A1G.AX

AGL.AX

1.45%

AIZ.AX

-2.7%

AAI.AX

-0.13%

ALK.AX

-0.83%

A4N.AX

-4.2%

ALQ.AX

-2.78%

AMC.AX

-1.3%

AOV.AX

-0.29%

AMP.AX

1.83%

AEL.AX

3.13%

ALD.AX

2.64%

ANN.AX

-1.68%

ANZ.AX

APA.AX

0.5%

ARU.AX

1.75%

ARB.AX

-0.2%

ARF.AX

ARG.AX

-0.34%

ALL.AX

-1.79%

AYA.AX

-6.41%

APZ.AX

-2.2%

ASX.AX

-0.48%

ALX.AX

-0.23%

AUB.AX

-0.94%

AIA.AX

-1.31%

AZJ.AX

-0.24%

AUC.AX

-3.09%

ABB.AX

-1.38%

ASB.AX

-4.04%

AAC.AX

-1.13%

AEF.AX

-3.47%

AFG.AX

-1.33%

AFI.AX

0.75%

AUI.AX

-0.46%

ASG.AX

-0.83%

BOQ.AX

-0.13%

BMN.AX

-3.87%

BCI.AX

-1.27%

BPT.AX

3.7%

BGA.AX

-0.97%

BGL.AX

-4.14%

BEN.AX

-1.57%

BNZ.AX

-4.17%

BHP.AX

0.69%

BKI.AX

0.29%

BC8.AX

-2.82%

XYZ.AX

-2.63%

BSL.AX

-2.38%

BOE.AX

-4.76%

BXB.AX

-1.93%

BVS.AX

-2.26%

BRE.AX

-2.66%

BRG.AX

-1.38%

BGP.AX

BFL.AX

-0.38%

BWP.AX

-0.26%

CMM.AX

-3.03%

CSC.AX

-2.54%

CAR.AX

0.21%

CIN.AX

-0.29%

CYL.AX

-3.23%

CAT.AX

-3.85%

CWP.AX

-0.83%

CNI.AX

-3.21%

CIP.AX

-0.34%

COF.AX

-1.05%

CHN.AX

-1.88%

CGF.AX

0.5%

CIA.AX

-2.29%

CHI.AX

CHC.AX

-1.14%

CLW.AX

-0.58%

CQR.AX

CQE.AX

-0.38%

CNU.AX

C79.AX

-5.49%

CVL.AX

-3.05%

CU6.AX

-1.57%

CWY.AX

-1.27%

CBO.AX

COH.AX

0.12%

CDA.AX

-0.68%

COL.AX

1.61%

CKF.AX

-1.47%

CBA.AX

-0.1%

CPU.AX

0.55%

CEN.AX

-1.41%

CXO.AX

-1.69%

CCP.AX

-0.94%

CMW.AX

-1.27%

CSL.AX

-1.37%

CCL.AX

-3%

DBI.AX

0.95%

DTL.AX

-1.19%

DTR.AX

-5.88%

DYL.AX

-5.09%

DRR.AX

-1.44%

DVP.AX

-3.4%

DXS.AX

-0.34%

DXI.AX

DDR.AX

0.35%

DGT.AX

-2.16%

DUI.AX

-0.98%

DJW.AX

0.7%

DMP.AX

-0.28%

DOW.AX

-1.22%

DPM.AX

1.77%

DRO.AX

-2.88%

DUR.AX

2.17%

DNL.AX

-2.13%

APE.AX

-1.11%

EBO.AX

-0.49%

EIQ.AX

-1.68%

ELD.AX

-0.52%

EOS.AX

-2.69%

ELV.AX

-1.95%

ELS.AX

-2.96%

EHL.AX

-4.69%

EMR.AX

-1.46%

EDV.AX

-0.92%

ERA.AX

EQR.AX

-5.88%

EQT.AX

-3.49%

EVN.AX

-2.44%

EVT.AX

-1.91%

FCL.AX

5.71%

FFM.AX

-3.35%

FPH.AX

-3%

FPR.AX

-3.56%

FBU.AX

-1.2%

FLT.AX

-0.88%

FML.AX

-4.07%

FRS.AX

-1.03%

FMG.AX

0.1%

FRW.AX

FGX.AX

0.37%

FGG.AX

GLN.AX

-3.49%

GLF.AX

GDG.AX

-2.82%

GNE.AX

-0.54%

GMD.AX

-0.61%

GTK.AX

0.98%

GNP.AX

-1.1%

GMG.AX

-1.25%

GPT.AX

-2.15%

GQG.AX

-0.56%

GNG.AX

-1.91%

GNC.AX

-1.05%

GGP.AX

-1.31%

GOZ.AX

-1.4%

GCI.AX

0.5%

GYG.AX

-3.77%

GWA.AX

-3.24%

HSN.AX

-0.87%

HVN.AX

-0.85%

HGH.AX

HM1.AX

-3.45%

HLI.AX

-1.47%

HMC.AX

0.43%

HDN.AX

-1.63%

HUB.AX

-3.44%

IEL.AX

-9.02%

IGO.AX

0.74%

ILU.AX

IMD.AX

-1.79%

IMR.AX

IFT.AX

-0.7%

INA.AX

-0.74%

ING.AX

0.48%

IFL.AX

0.42%

IAG.AX

0.55%

IDX.AX

-0.88%

IPG.AX

-0.81%

IPX.AX

-2.01%

IPH.AX

-1.16%

IRE.AX

-0.29%

JHX.AX

-1.17%

JBH.AX

-0.48%

JDO.AX

1.34%

JMS.AX

KAR.AX

5.03%

KLS.AX

-0.75%

KCN.AX

-1.72%

KKC.AX

0.49%

GLS.AX

-3.31%

L1G.AX

-3.64%

LSF.AX

-0.24%

LRV.AX

-6.91%

LFS.AX

3.83%

LLC.AX

-0.31%

LFG.AX

-0.58%

360.AX

-8.06%

LIC.AX

LNW.AX

-1.05%

LIN.AX

-0.55%

LTR.AX

-4.09%

LOV.AX

-0.26%

LYL.AX

-3.7%

LYC.AX

-1.29%

MA1.AX

-0.26%

MAF.AX

-1.79%

MGH.AX

-0.23%

MAH.AX

-2.34%

MQG.AX

-0.56%

MAQ.AX

-0.78%

MAD.AX

0.51%

MFG.AX

-0.42%

MAU.AX

-0.51%

MMS.AX

-2.58%

MPL.AX

MP1.AX

2.24%

MCY.AX

-0.75%

MEZ.AX

-2.16%

MSB.AX

-4.72%

MLX.AX

-4.42%

MTS.AX

-1.32%

MOT.AX

0.3%

MXT.AX

MFF.AX

-1.28%

MIN.AX

-0.72%

MI6.AX

-2.55%

MIR.AX

-0.38%

MGR.AX

MND.AX

-1.44%

MYS.AX

-2.11%

NAN.AX

-4.84%

NAB.AX

-0.9%

NSR.AX

-0.36%

NGI.AX

NWL.AX

-2.12%

NEU.AX

-2.32%

NHC.AX

4.63%

NEM.AX

-0.2%

NWS.AX

-1.04%

NXG.AX

-2.58%

NXT.AX

-2.03%

NHF.AX

0.46%

NCK.AX

-2.22%

NIC.AX

-3.11%

NEC.AX

-0.99%

NST.AX

-1.96%

NWH.AX

-3.11%

NUF.AX

-0.87%

OCL.AX

-1.36%

OBL.AX

1.95%

OML.AX

-0.53%

OPH.AX

-2.57%

OBM.AX

-8.96%

ORI.AX

-2.89%

ORG.AX

-0.08%

ORA.AX

-6.4%

PDN.AX

-1.35%

PNR.AX

-3.88%

PPC.AX

1.31%

PPM.AX

1.12%

PRN.AX

-1.92%

PPT.AX

-0.5%

PCI.AX

0.94%

PRU.AX

-1.59%

PXA.AX

-0.85%

PNI.AX

-0.89%

PL8.AX

-0.37%

PLS.AX

-0.37%

PGF.AX

-0.68%

PNV.AX

9.33%

PDI.AX

-0.54%

PMV.AX

-2.23%

PME.AX

4.3%

PFP.AX

-0.26%

PWH.AX

-1.44%

PYC.AX

-2.55%

QAN.AX

-1.96%

QBE.AX

0.58%

QAL.AX

-3.98%

QRI.AX

QUB.AX

-0.2%

RAC.AX

2.91%

RMS.AX

-2.54%

RHC.AX

-0.65%

REA.AX

-1.47%

RDX.AX

0.88%

REH.AX

-2.89%

RF1.AX

-0.29%

RPL.AX

-1.55%

RG1.AX

-2.55%

RGN.AX

-0.44%

REG.AX

-1.45%

RRL.AX

-2.96%

RWC.AX

-0.64%

RMD.AX

-0.53%

RSG.AX

-3.67%

SGLLV.AX

-1.02%

RIC.AX

-2.92%

RIO.AX

0.49%

RXR.AX

RXL.AX

-1.08%

RFF.AX

RYM.AX

-5.71%

SFR.AX

-2.19%

SMI.AX

-1.47%

STO.AX

1.65%

SCG.AX

-1.14%

SEK.AX

0.2%

SHV.AX

-1.64%

SRV.AX

-2.36%

SSM.AX

-2.97%

SGH.AX

-0.87%

SHA.AX

-6.03%

SIG.AX

-0.74%

SLX.AX

-3.15%

SGM.AX

-0.78%

SDR.AX

-0.68%

SKS.AX

5.51%

SKC.AX

-1.72%

SIQ.AX

-2.84%

SHL.AX

-0.25%

S32.AX

-0.22%

SX2.AX

1.3%

SXE.AX

3.65%

SPK.AX

SRG.AX

-1.45%

SBM.AX

-2.07%

SMR.AX

-0.39%

SDF.AX

-1.17%

SGP.AX

0.73%

STK.AX

-2.17%

SNZ.AX

-5%

SUN.AX

0.87%

SRL.AX

4.75%

SUL.AX

-0.48%

SLC.AX

SNL.AX

-0.69%

SYL.AX

-3.56%

TAH.AX

-1.53%

TEA.AX

-0.41%

TNE.AX

-1.66%

TLX.AX

7.72%

TLS.AX

0.55%

TPW.AX

-4.35%

A2M.AX

-12.99%

TLC.AX

-0.18%

SGR.AX

TVN.AX

-6.85%

TWR.AX

2.86%

TPG.AX

1.18%

TCL.AX

-0.29%

TWE.AX

-1.51%

TUA.AX

-0.83%

TCG.AX

-2.33%

TRA.AX

UNI.AX

-2.37%

VAU.AX

-2.16%

VNT.AX

-2.68%

VCX.AX

-1.56%

VGN.AX

-0.82%

VEA.AX

3.59%

VUL.AX

-0.81%

VSL.AX

-2.65%

WA1.AX

-6.12%

WGN.AX

1.7%

WAM.AX

-2.85%

WGB.AX

-4.85%

WLE.AX

-0.36%

SOL.AX

-0.6%

WPR.AX

WEB.AX

-1.49%

WBT.AX

-1.06%

WES.AX

-0.86%

WAF.AX

0.6%

WGX.AX

-2.85%

WBC.AX

-0.42%

WHF.AX

0.2%

WHC.AX

2.59%

WIA.AX

-4.3%

WTC.AX

-1.25%

WDS.AX

2.61%

WOW.AX

0.9%

WOR.AX

-1.16%

XRO.AX

-1.46%

YAL.AX

1.11%

ZIM.AX

-2.12%

ZIP.AX

-4.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.02	-0.57	-0.38
SSO ASX Small Caps	15.74	-0.12	-0.76
IVV S&P 500	63.99	-0.24	-0.37
NDQ Nasdaq	52.16	-0.18	-0.34
F100 FTSE 100	15.12	-0.06	-0.4
ASIA Asia Tech	15.50	-0.49	-3.06
IEU Europe	99.35	-0.6	-0.6
IEM Emerging Markets	85.65	-0.73	-0.85
Gold Gold	61.42	-0.3	-0.49
ACDC Battery Tech	154.73	0.77	0.5

COMMODITIES	Close($)	-/+	%
Gold	4,732.71	-14.7783	-0.31
Silver	74.68	-1.1974	-1.58
Platinum	2,044.00	-1.1542	-0.06
Palladium	1,528.81	7.8714	0.52
Ice Brent Crude	94.26	-1.66	-1.73
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7054	-0.0006	-0.08
Euro	1.1690	-0.003	-0.26
British Pound	1.3425	-0.0033	-0.25
Canadian Dollar	1.3844	0.0006	0.04
New Zealand Dollar	0.5833	0	0
Chinese Yuan	6.8333	0.0055	0.08
Japanese Yen	159.6000	0.41	0.26

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.56	-0.88%	91.53%	0.30 0.75
BGL	Bellevue Gold Ltd	1.74	-4.14%	58.08%	0.78 2.00
BHP	Bhp Group Ltd	54.35	0.69%	49.94%	35.52 59.39
FMG	Fortescue Ltd	20.28	0.1%	34.35%	14.31 23.38
NHC	New Hope Corporation Ltd	5.42	4.63%	40.76%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.33	2.59%	69.17%	4.63 9.90
NEM	Newmont Cdi	167.46	-0.2%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	15.89	-2.58%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	16.99	-2.19%	86.77%	9.28 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PNV	Polynovo	1.06	9.33
TLX	Telix Pharmaceut	15.77	7.72
FCL	Fineos Corporati	2.22	5.71
SKS	Sks Technologies	5.17	5.51
KAR	Karoon Energy Lt	2.09	5.03
SRL	Sunrise Energy	10.58	4.75
NHC	New Hope Corpora	5.42	4.63
PME	Pro Medicus	132.38	4.3
LFS	Latitude Group	0.95	3.83
BPT	Beach Energy	1.26	3.7

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
A2M	The A2 Milk Comp	8.04	-12.99
IEL	Idp Education	3.63	-9.02
OBM	Ora Banda Mining	1.22	-8.96
360	Life360 Inc.	17.91	-8.06
LRV	Larvotto Resourc	1.15	-6.91
TVN	Tivan	0.34	-6.85
AYA	Artrya	3.65	-6.41
ORA	Orora	1.39	-6.4
WA1	Wa1 Resources	14.26	-6.12
SHA	Shape Australia	6.70	-6.03

OPINION

Latest Market Matters Opinions

13/04/2026 17:05

Broker Moves

• WRKR Rated New Buy at Morgans Financial Limited • Paladin Energy Raised to Overweight at Barrenjoey; PT A$13.20 • New Hope Cut to Underweight at Barrenjoey; PT A$4.70 • Genesis Minerals Raised to Neutral at Barrenjoey; PT A$8 • Coronado GDRs Cut to Underweight at Barrenjoey • GPT Group Cut to Hold at Jefferies; PT A$5.04

13/04/2026 17:05

What Mattered Today

The ASX finished lower today though the move was somewhat contained considering the escalation in rhetoric around the Middle East conflict. The local market entered the session digesting the breakdown of peace talks between the US and Iran in Pakistan over the weekend, with President Donald Trump announcing plans for a naval blockade of the Strait of Hormuz, causing a +7% spike in oil prices.

ACTION

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Market Matters Content

Macro Monday: The Bulls Fight Back – But the Ceasefire Calm is in Danger

Morning report 13/04/2026

Afternoon Report

The Match Out: ASX closes lower but digs in as US-Iran talks sour

Afternoon report 13/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Thanks for your ongoing coverage and commentary in these interesting times it is nice to know what's happening under the hood. My question is on Greatland Resources your opinion on the website is a little old now and I understand they have upped their MRE recently - this company seems solid it goes up well when it should and doesn’t collapse on rumour it seems to behave like a more mature company than it actually is - what do you see as the risks, I see they use contract labour but what is holding you back from this being a favoured exposure to gold and copper

Ask James

Question asked 11/04/2026

US Debt from Iran war

Hi guys, thanks for the effort into the reports. What's your opinion on US debt from the war? Considering their debt has been out of control for years and the only thing keeping them out of trouble is GDP growth. At what point does the spiralling debt become a problem and what knock on will it have for other economies? Thanks, Simon

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

MIN

NHF

JDO

NEM

CIA

VALE US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Morning Report

Macro Monday: The Bulls Fight Back – But the Ceasefire Calm is in Danger

Morning report 13/04/2026

Afternoon Report

The Match Out: ASX closes lower but digs in as US-Iran talks sour

Afternoon report 13/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Ask James

Question asked 11/04/2026

US Debt from Iran war

Latest View Points

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

MIN

NHF

JDO

NEM

CIA

VALE US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Opinion + Action