scroll

Opinion + Action

The latest views from real investors with real money in the markets.

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.95%

4DX.AX

-0.25%

ABG.AX

1.23%

AIS.AX

-5.05%

AGL.AX

1.37%

A1M.AX

-3.89%

AIZ.AX

-1.52%

AAI.AX

-1.55%

ALK.AX

-1.58%

A4N.AX

-1.68%

ALQ.AX

-0.15%

AMC.AX

1.24%

AOV.AX

-0.18%

AMP.AX

-0.77%

AEL.AX

-2.82%

ALD.AX

-0.81%

ANN.AX

-0.02%

ANZ.AX

1.56%

APA.AX

1.32%

ARU.AX

-5.26%

ARB.AX

-0.34%

ARF.AX

0.47%

ARG.AX

-0.87%

ALL.AX

-0.02%

AYA.AX

-6.3%

APZ.AX

-0.89%

ASX.AX

1.45%

ALX.AX

-3.32%

AUB.AX

0.49%

AIA.AX

-0.73%

AXQ.AX

-1.84%

AMI.AX

-5.71%

AZJ.AX

-1.08%

AUC.AX

-1.9%

ABB.AX

-0.95%

ASB.AX

-3.17%

AAC.AX

ACL.AX

0.36%

AFI.AX

-1.35%

AUI.AX

BOQ.AX

0.91%

BMN.AX

-4.32%

BAP.AX

-2.4%

BCI.AX

-5.56%

BPT.AX

-1.19%

BGA.AX

-0.66%

BGL.AX

-3.76%

BEN.AX

0.58%

BNZ.AX

-0.93%

BHP.AX

-1.52%

BKI.AX

-1.12%

BC8.AX

-4.48%

XYZ.AX

-0.49%

BSL.AX

BMC.AX

2.44%

BOE.AX

0.65%

BXB.AX

1.46%

BVS.AX

-0.96%

BRE.AX

-9.64%

BRG.AX

-0.27%

BTR.AX

3.42%

BFL.AX

-0.38%

BWP.AX

0.85%

CMM.AX

-3.83%

CSC.AX

-2.69%

CAR.AX

-1.38%

CIN.AX

-0.8%

CYL.AX

-3.9%

CAT.AX

0.32%

CWP.AX

0.78%

CNI.AX

0.82%

CIP.AX

1.08%

COF.AX

0.6%

CGF.AX

0.68%

CIA.AX

-1.61%

CHI.AX

CHC.AX

1.3%

CLW.AX

0.91%

CQR.AX

0.85%

CQE.AX

0.44%

CNU.AX

-0.44%

C79.AX

1.11%

CVL.AX

-1.74%

CU6.AX

-3.79%

CWY.AX

-0.39%

CBO.AX

1.09%

COH.AX

1.99%

CDA.AX

-0.5%

CGS.AX

-1.78%

COL.AX

0.82%

CKF.AX

0.91%

CBA.AX

0.46%

CPU.AX

-0.3%

CEN.AX

2.6%

CXO.AX

-8.7%

CCP.AX

-0.42%

CMW.AX

CSL.AX

2.8%

CCL.AX

0.33%

DBI.AX

-0.55%

DTL.AX

-0.81%

DYL.AX

-4.38%

DRR.AX

-0.49%

DVP.AX

-5.83%

DXS.AX

0.92%

DXI.AX

1.31%

DDR.AX

-0.2%

DGT.AX

0.41%

DJW.AX

-2.02%

DMP.AX

1.61%

DOW.AX

-0.75%

DPM.AX

-2.87%

DRO.AX

-2.17%

DUR.AX

DNL.AX

1.03%

APE.AX

-1.46%

EBO.AX

-0.19%

ELD.AX

EOS.AX

-6.54%

ELV.AX

-2.52%

ELS.AX

-1.05%

EHL.AX

0.42%

EMR.AX

-2.16%

EDV.AX

EQR.AX

-5.56%

EQT.AX

-2.61%

EUR.AX

-3.57%

EVN.AX

-2.99%

EVT.AX

FDC.AX

-0.51%

FCL.AX

2.87%

FFM.AX

-5.23%

FPH.AX

0.41%

FPR.AX

-0.43%

FBU.AX

-1.05%

FLT.AX

0.39%

FML.AX

-3.63%

FRS.AX

-4.92%

FMG.AX

-0.67%

FRW.AX

0.76%

FGX.AX

0.77%

FGG.AX

-0.91%

GLF.AX

2.04%

GDG.AX

-1.82%

GNE.AX

1.49%

GMD.AX

-5.75%

GNP.AX

1.08%

GMG.AX

-0.3%

GPT.AX

0.45%

GQG.AX

0.46%

GNG.AX

-1.17%

GNC.AX

1.07%

GGP.AX

-2.87%

G6M.AX

7.06%

GOZ.AX

0.77%

GCI.AX

-0.5%

GYG.AX

0.12%

GWA.AX

HSN.AX

-0.33%

HVN.AX

0.97%

HGH.AX

-2.9%

HM1.AX

HLI.AX

-0.75%

HMC.AX

-1%

HDN.AX

0.94%

HUB.AX

-1.15%

IEL.AX

0.52%

IGO.AX

-2.43%

ILU.AX

1.19%

IMD.AX

-2.41%

IMR.AX

-5.2%

IFT.AX

-1.05%

INA.AX

5.78%

ING.AX

-4.25%

IAG.AX

1.79%

IDX.AX

-1.36%

IPG.AX

0.34%

IPX.AX

-2.54%

IPH.AX

0.6%

IRE.AX

-3.02%

JHX.AX

0.05%

JBH.AX

0.39%

JDO.AX

-2.09%

KAR.AX

-12.89%

KLS.AX

-0.25%

KCN.AX

-2.38%

KKC.AX

0.48%

GLS.AX

-0.5%

L1G.AX

-0.85%

LSF.AX

-1.48%

LGF.AX

1.29%

LRV.AX

-2.68%

LFS.AX

-2.37%

LLC.AX

-0.83%

LFG.AX

360.AX

LIC.AX

LNW.AX

0.59%

LIN.AX

LTR.AX

-3.72%

LOV.AX

-1.15%

LYL.AX

0.38%

LYC.AX

-3.16%

MA1.AX

-1.53%

MAF.AX

0.43%

MGH.AX

-0.29%

MAH.AX

-2.24%

MQG.AX

2.28%

MAQ.AX

-0.06%

MAD.AX

1.77%

MFG.AX

1.6%

MMS.AX

0.59%

MPL.AX

0.22%

MP1.AX

-3.92%

MCY.AX

2.8%

MEZ.AX

5.35%

MSB.AX

-5.56%

MLX.AX

MTS.AX

0.35%

MEI.AX

-7.89%

MOT.AX

MXT.AX

MFF.AX

-0.37%

MIN.AX

-1.13%

MI6.AX

-10.64%

MIR.AX

-1.69%

MGR.AX

2.04%

MND.AX

-1.71%

MYS.AX

0.81%

NAN.AX

-1.02%

NAB.AX

1.5%

NGI.AX

-1.3%

NWL.AX

-0.88%

NEU.AX

-1.98%

NHC.AX

0.35%

NMG.AX

-12.66%

NEM.AX

-2.37%

NWS.AX

0.8%

NXG.AX

-2.2%

NXT.AX

-2.68%

NHF.AX

0.47%

NCK.AX

0.58%

NIC.AX

-2.45%

NEC.AX

1.53%

NST.AX

6.15%

NWH.AX

-1.49%

NUF.AX

NXL.AX

-2.39%

OCL.AX

-0.17%

OML.AX

0.3%

OPH.AX

OBM.AX

-6.15%

ORI.AX

1.58%

ORG.AX

1.01%

ORA.AX

0.36%

PDN.AX

-1.99%

PNR.AX

-3.06%

PDI.AX

-1.08%

PPC.AX

-1.5%

PPM.AX

-0.3%

PRN.AX

-2.27%

PPT.AX

1.13%

PCI.AX

-0.45%

PRU.AX

-2.56%

PXA.AX

-1.51%

PNI.AX

-1.97%

PL8.AX

PLS.AX

PGF.AX

0.94%

PNV.AX

-2.62%

PMV.AX

0.34%

PME.AX

0.71%

PWH.AX

-1.47%

PYC.AX

-2.48%

QAN.AX

0.56%

QBE.AX

0.78%

QAL.AX

-0.46%

QRI.AX

0.33%

RMS.AX

-3.62%

RHC.AX

0.45%

REA.AX

0.59%

RDX.AX

-0.29%

REH.AX

2.16%

RF1.AX

-2.91%

RPL.AX

0.87%

RG1.AX

0.39%

RGN.AX

0.92%

REG.AX

0.45%

RRL.AX

-3.63%

RWC.AX

1.07%

RMD.AX

0.19%

RSG.AX

-4.51%

SGLLV.AX

-0.75%

RIC.AX

-1.94%

RIO.AX

-1.1%

RXL.AX

-5.65%

RFF.AX

0.52%

RYM.AX

0.96%

SFR.AX

-2.37%

SMI.AX

-8.04%

STO.AX

0.23%

SCG.AX

0.89%

SEK.AX

0.45%

SHV.AX

-1.16%

SRV.AX

-2.98%

SSM.AX

-2.02%

SGH.AX

-0.28%

SHA.AX

-2.32%

SIG.AX

-0.39%

SLX.AX

-2.95%

SGM.AX

-0.58%

SDR.AX

-1.53%

SKS.AX

1.97%

SKC.AX

-1.89%

SIQ.AX

0.99%

SHL.AX

1.17%

S32.AX

-1.61%

SX2.AX

-3.35%

SPK.AX

1.6%

SRG.AX

-0.75%

SBM.AX

0.61%

SMR.AX

-0.75%

SDF.AX

0.17%

SXE.AX

0.84%

SGP.AX

1.74%

SKG.AX

SNZ.AX

SUN.AX

2.69%

SRL.AX

-6.26%

SUL.AX

2.27%

SLC.AX

-2.33%

SNL.AX

-0.23%

SYL.AX

-1.1%

TAH.AX

-1.65%

TEA.AX

-0.65%

TNE.AX

-0.44%

TLX.AX

1.19%

TLS.AX

0.63%

A2M.AX

0.9%

TLC.AX

-0.62%

SGR.AX

-7.69%

TWR.AX

1.56%

TPG.AX

0.53%

TCL.AX

-0.23%

TWE.AX

-0.18%

TUA.AX

-4.21%

TCG.AX

-4.02%

UNI.AX

-0.54%

VAU.AX

-5.83%

VNT.AX

-1.31%

VCX.AX

0.44%

VGN.AX

-0.71%

VMM.AX

-5.75%

VGL.AX

VEA.AX

-0.63%

VUL.AX

-4.35%

VSL.AX

0.72%

WA1.AX

-2.42%

WGN.AX

-2.36%

WAM.AX

-2.14%

WGB.AX

0.49%

WLE.AX

SOL.AX

1.46%

WPR.AX

0.92%

WQG.AX

-2.33%

WEB.AX

1.19%

WBT.AX

-2.99%

WES.AX

-0.03%

WAF.AX

-1.99%

WGX.AX

-3.3%

WBC.AX

1.59%

WHF.AX

-0.43%

WHC.AX

-0.27%

WIA.AX

-2.17%

WTC.AX

1.66%

WDS.AX

0.16%

WOW.AX

1.01%

WOR.AX

-0.42%

XRO.AX

0.61%

YAL.AX

1.59%

ZIM.AX

-3.06%

ZIP.AX

0.25%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.47	0.17	0.12
SSO ASX Small Caps	14.23	-0.19	-1.32
IVV S&P 500	73.22	0.05	0.07
NDQ Nasdaq	62.94	-0.43	-0.68
F100 FTSE 100	15.14	-0.01	-0.07
ASIA Asia Tech	21.32	-0.14	-0.65
IEU Europe	96.54	-0.3	-0.31
IEM Emerging Markets	96.77	-0.55	-0.57
Gold Gold	54.44	-1.38	-2.47
ACDC Battery Tech	119.01	-0.55	-0.46

COMMODITIES	Close($)	-/+	%
Gold	4,141.79	-144.4568	-3.37
Silver	61.35	-2.934	-4.56
Platinum	1,732.20	-45.9591	-2.58
Palladium	1,215.25	-51.53	-4.07
Ice Brent Crude	104.38	-2.22	-2.08
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7024	0.0001	0.01
Euro	1.1368	-0.002	-0.18
British Pound	1.3265	0.0016	0.12
Canadian Dollar	1.4156	0.0015	0.11
New Zealand Dollar	0.5669	0.0014	0.25
Chinese Yuan	6.7103	-0.0025	-0.04
Japanese Yen	157.1800	-0.01	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.87	-3.89%	127.85%	0.39 0.94
BGL	Bellevue Gold Limited	1.54	-3.76%	51.90%	1.06 2.00
BHP	Bhp Group Ltd	59.80	-1.52%	45.72%	40.18 68.77
FMG	Fortescue Ltd	16.26	-0.67%	-14.47%	16.14 23.38
NHC	New Hope Corporation Ltd	5.73	0.35%	40.99%	3.77 6.61
WHC	Whitehaven Coal Limited	7.35	-0.27%	10.00%	6.33 9.90
NEM	Newmont Cdi	166.96	-2.37%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.87	-2.2%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.85	-2.37%	63.96%	14.05 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
G6M	Group 6 Metals L	3.49	7.06
NST	Northern Star Re	23.47	6.15
INA	Ingenia Communit	4.76	5.78
MEZ	Meridian Energy	4.53	5.35
BTR	Brightstar Resou	0.61	3.42
FCL	Fineos Corporati	2.15	2.87
CSL	Csl	181.91	2.8
MCY	Mercury Nz	5.51	2.8
SUN	Suncorp Grou	19.06	2.69
CEN	Contact Energy L	7.10	2.6

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
KAR	Karoon Energy	1.56	-12.89
NMG	New Murchison Go	0.07	-12.66
MI6	Minerals 260	0.84	-10.64
BRE	Brazilian Rare	3.56	-9.64
CXO	Core Lithium	0.32	-8.7
SMI	Santana Minerals	0.52	-8.04
MEI	Meteoric Resourc	0.18	-7.89
SGR	The Star Enterta	0.12	-7.69
EOS	Electro Optic Sy	10.58	-6.54
AYA	Artrya	3.57	-6.3

OPINION

Latest Market Matters Opinions

28/09/2026 16:49

Broker Moves

• Macquarie Group Rated New Outperform at RBC; PT A$300 • QBE Insurance Raised to Accumulate at CLSA; PT A$25.25 • Suncorp Cut to Hold at CLSA; PT A$19.25 • Codan Raised to Buy at Bell Potter; PT A$60 • Healius Raised to Sector Perform at RBC; PT 42 Australian cents

28/09/2026 16:49

What Mattered Today

The local index bounced strongly this morning, recovering from a three-month low on Friday, poking its head above the 8700 level before giving most of it back through the afternoon. The modest gain was driven by banks and defensives rather than a broad-based recovery and while Financials, Healthcare and Utilities looked solid, higher oil prices and bond yields kept Technology and Materials under pressure ahead of tomorrow's RBA decision.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

Macro Monday: The RBA are set to hike on Tuesday, then what?

Morning report 28/09/2026

Afternoon Report

The Match Out: ASX firms ahead of RBA decision, Northern Star (NST) rejects Gold Fields bid

Afternoon report 28/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.85% Active Growth Portfolio

10.13% Shawn’s Trade Ideas

9.67% Active Income Portfolio

18.98% International Equities Portfolio

4.78% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.85% Active Growth Portfolio 10.13% Shawn’s Trade Ideas 9.67% Active Income Portfolio 18.98% International Equities Portfolio 4.78% Emerging Companies Portfolio 10.42% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns from inception to 30th July 2026

Latest View Points

GMVW

G200

GEAR

PMV

SOL

EDV

CAR

HVN

ARB

A1M