scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

ABG.AX

ASK.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

AOV.AX

AMP.AX

ALD.AX

ANN.AX

ANZ.AX

APA.AX

ARU.AX

ARB.AX

ARF.AX

ARG.AX

ALL.AX

AYA.AX

APZ.AX

ASX.AX

ALX.AX

AUB.AX

AIA.AX

AMI.AX

AZJ.AX

ABB.AX

ASB.AX

AAC.AX

AFI.AX

AUI.AX

BOQ.AX

BMN.AX

BCI.AX

BPT.AX

BGA.AX

BGL.AX

BEN.AX

BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.AX

BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

CWP.AX

CNI.AX

CIP.AX

COF.AX

CHN.AX

CGF.AX

CIA.AX

CHI.AX

CHC.AX

CLW.AX

CQR.AX

CQE.AX

CNU.AX

C79.AX

CVL.AX

CU6.AX

CWY.AX

CBO.AX

COH.AX

CDA.AX

COL.AX

CKF.AX

CBA.AX

CPU.AX

CEN.AX

CXO.AX

CCP.AX

CMW.AX

CSL.AX

CCL.AX

DBI.AX

DTL.AX

DTR.AX

DYL.AX

DRR.AX

DVP.AX

DXS.AX

DXI.AX

DDR.AX

DGT.AX

DJW.AX

DMP.AX

DOW.AX

DPM.AX

DRO.AX

DUR.AX

DNL.AX

APE.AX

EBO.AX

EIQ.AX

ELD.AX

EOS.AX

ELV.AX

ELS.AX

EHL.AX

EMR.AX

EDV.AX

ERA.AX

EQR.AX

EUR.AX

EVN.AX

EVT.AX

FCL.AX

FFM.AX

FPH.AX

FPR.AX

FBU.AX

FLT.AX

FML.AX

FRS.AX

FMG.AX

FRW.AX

FGX.AX

FGG.AX

GLN.AX

GLF.AX

GDG.AX

GNE.AX

GMD.AX

GNP.AX

GMG.AX

GPT.AX

GQG.AX

GNG.AX

GNC.AX

GGP.AX

GOZ.AX

GCI.AX

GYG.AX

GWA.AX

HSN.AX

HVN.AX

HGH.AX

HM1.AX

HLI.AX

HMC.AX

HDN.AX

HUB.AX

IEL.AX

IGO.AX

ILU.AX

IMD.AX

IMR.AX

IFT.AX

INA.AX

ING.AX

IAG.AX

IDX.AX

IPG.AX

IPX.AX

IPH.AX

IRE.AX

JHX.AX

JBH.AX

JDO.AX

JMS.AX

KAR.AX

KLS.AX

KCN.AX

KKC.AX

GLS.AX

LGF.AX

L1G.AX

LSF.AX

LRV.AX

LFS.AX

LLC.AX

LFG.AX

360.AX

LIC.AX

LNW.AX

LIN.AX

LTR.AX

LOV.AX

LYL.AX

LYC.AX

MA1.AX

MAF.AX

MGH.AX

MAH.AX

MQG.AX

MAQ.AX

MAD.AX

MFG.AX

MAU.AX

MMS.AX

MPL.AX

MP1.AX

MCY.AX

MEZ.AX

MSB.AX

MLX.AX

MTS.AX

MEI.AX

MOT.AX

MXT.AX

MFF.AX

MIN.AX

MI6.AX

MIR.AX

MGR.AX

MND.AX

MYS.AX

NAN.AX

NAB.AX

NGI.AX

NWL.AX

NEU.AX

NHC.AX

NEM.AX

NWS.AX

NXG.AX

NXT.AX

NHF.AX

NCK.AX

NIC.AX

NEC.AX

NST.AX

NWH.AX

NUF.AX

NXL.AX

OCL.AX

OML.AX

OPH.AX

OBM.AX

ORI.AX

ORG.AX

ORA.AX

PDN.AX

PNR.AX

PPC.AX

PPM.AX

PRN.AX

PPT.AX

PCI.AX

PRU.AX

PXA.AX

PNI.AX

PL8.AX

PLS.AX

PGF.AX

PNV.AX

PDI.AX

PMV.AX

PME.AX

PWH.AX

PYC.AX

QAN.AX

QBE.AX

QAL.AX

QRI.AX

QUB.AX

RMS.AX

RHC.AX

REA.AX

RDX.AX

REH.AX

RF1.AX

RPL.AX

RG1.AX

RGN.AX

REG.AX

RRL.AX

RWC.AX

RMD.AX

RSG.AX

SGLLV.AX

RIC.AX

RIO.AX

RXL.AX

RFF.AX

RYM.AX

SFR.AX

SMI.AX

STO.AX

SCG.AX

SEK.AX

SHV.AX

SRV.AX

SSM.AX

SGH.AX

SHA.AX

SIG.AX

SLX.AX

SGM.AX

SDR.AX

SKS.AX

SIQ.AX

SHL.AX

S32.AX

SX2.AX

SXE.AX

SPK.AX

SRG.AX

SBM.AX

SMR.AX

SDF.AX

SGP.AX

SNZ.AX

SUN.AX

SRL.AX

SUL.AX

SLC.AX

SNL.AX

SYL.AX

TAH.AX

TEA.AX

TNE.AX

TLX.AX

TLS.AX

TPW.AX

A2M.AX

TLC.AX

SGR.AX

TVN.AX

TWR.AX

TPG.AX

TCL.AX

TWE.AX

TUA.AX

TCG.AX

TRA.AX

UNI.AX

VAU.AX

VNT.AX

VCX.AX

VGN.AX

VEA.AX

VUL.AX

VSL.AX

WA1.AX

WGN.AX

WAM.AX

WGB.AX

WLE.AX

SOL.AX

WPR.AX

WQG.AX

WEB.AX

WBT.AX

WES.AX

WAF.AX

WGX.AX

WBC.AX

WHF.AX

WHC.AX

WIA.AX

WC8.AX

WTN.AX

WTC.AX

WDS.AX

WOW.AX

WOR.AX

XRO.AX

YAL.AX

ZIM.AX

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.28	0	0
SSO ASX Small Caps	16.04	0	0
IVV S&P 500	70.52	0	0
NDQ Nasdaq	62.58	0	0
F100 FTSE 100	14.76	0	0
ASIA Asia Tech	23.20	0	0
IEU Europe	100.61	0	0
IEM Emerging Markets	98.50	0	0
Gold Gold	57.75	0	0
ACDC Battery Tech	178.51	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,487.75	4.46	0.1
Silver	75.16	0.3514	0.47
Platinum	1,933.15	9.4	0.49
Palladium	1,373.65	11.65	0.86
Ice Brent Crude	93.60	-1.38	-1.45
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7182	0.0027	0.38
Euro	1.1632	0.0002	0.02
British Pound	1.3468	0.0017	0.13
Canadian Dollar	1.3834	-0.0003	-0.02
New Zealand Dollar	0.5926	-0.0004	-0.07
Chinese Yuan	6.7622	-0.0028	-0.04
Japanese Yen	159.9100	0.26	0.16

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.70	0%	95.52%	0.30 0.75
BGL	Bellevue Gold Ltd	1.54	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	63.37	0%	63.35%	35.52 63.58
FMG	Fortescue Ltd	22.33	0%	46.26%	14.31 23.38
NHC	New Hope Corporation Ltd	5.86	0%	59.14%	3.63 6.14
WHC	Whitehaven Coal Ltd	9.00	0%	62.05%	5.31 9.90
NEM	Newmont Cdi	152.30	0%	0.00%	80.70 190.91
NXG	Nexgen Ene Cdi	15.69	0%	0.00%	9.60 20.47
SFR	Sandfire Resources Ltd	20.00	0%	69.30%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.85
ABG	Abacus Group Unt	0.96
ASK	Abacus Storage K	1.39
AIS	Aeris Resources	0.44
AGL	Agl Energy	8.44
A1M	Aic Mines	0.70
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	110.27
ALK	Alkane Resources	1.55
A4N	Alpha Hpa	0.80

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.42
ZIM	Zimplats Holding	16.32
YAL	Yancoal Australi	6.85
XRO	Xero	87.00
WOR	Worley	12.94
WOW	Woolworths Group	34.41
WDS	Woodside Energy	31.21
WTC	Wisetech Global	42.23
WTN	Winton Land	2.27
WC8	Wildcat Resource	0.54

OPINION

Latest Market Matters Opinions

02/06/2026 16:44

What Mattered Today

The ASX had another volatile session, falling sharply in early trade before recovering the bulk of its losses through the afternoon. The market was caught between a strong lead from Wall Street's record highs and fresh uncertainty around the Middle East, with conflicting signals on ceasefire negotiations keeping oil prices elevated and broader sentiment cautious.

02/06/2026 16:39

SRG Global (ASX: SRG) $3.66

SRG +16.56%: upgraded FY26 guidance and introduced FY27 expectations that comfortably exceeded market forecasts, reinforcing why the stock has been one of the ASX’s standout performers over the past 18 months.

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

What Matters Today: Have the ASX Tech Stocks Bottomed?

Morning report 02/06/2026

Afternoon Report

The Match Out: ASX claws back early losses – tech leads the bounce as Fair Work spooks the consumer sector

Afternoon report 02/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/05/2026

BetaShares Nasdaq 100 ETF (ASX: NDQ) and SpaceX inclusion

Hi guys, It is my understanding that the Nasdaq in recent weeks made amendments to the rules for the Nasdaq 100 index to “fact track” SpaceX entry on to the index. How and when would an ETF like NDQ reflect such an inclusion? SpaceX free float is actually very low (I believe no more than 8%), but the market cap is large (money wise). Is there a risk of funds having to rotate from other sectors/stocks to cover the weight of SpaceX in the index? Lastly, I read your response about Pengana Private Equity Trust as a vehicle to gain exposure to the IPO. It appears to me that the recent share price appreciation is driven by SpaceX interest as the rest of the investments are a bit of a black box. It seems very speculative and prone to dilution post IPO, in my humble opinion. What do you think? Thanks for your responses. Angela What is MM advice regarding SpaceX IPO? Should we be attempting to join the chorus of interest in buying shares directly? Or maybe we can buy into a fund or ETF that contains SpaceX holding. Or just stay out of it! Sandy

Ask James

Question asked 28/05/2026

Catapult Sports Ltd (ASX: CAT)

Hi team, you are doing an excellent job in helping us navigate the stock market. I would like your thoughts on CAT. CAT announced FY26 results on 20/5; the stock was up 17% on that date, closing at $3.39, and reached a high of $3.885 on the next day (21/5). CAT was down 6.16% today (25/5), closing at $3.35. Do you know the reason for today’s big fall?

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

10.51% Active Growth Portfolio

10.31% Shawn’s Trade Ideas

16.87% Active Income Portfolio

30.70% International Equities Portfolio

10.81% Emerging Companies Portfolio

7.75% Core ETF Portfolio

10.51% Active Growth Portfolio 10.31% Shawn’s Trade Ideas 16.87% Active Income Portfolio 30.70% International Equities Portfolio 10.81% Emerging Companies Portfolio 7.75% 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 1 year to 30th April 2026

Latest View Points

SRG

NXT

TNE

XRO

WTC

PME

ATEC

IGV US

RDY

VESG

ETHI

IESG

Chart of the week

US 30-Year Bond Yield v S&P 500 Index

Aus. Investment blog Subscribe to blog

Why SiteMinder (ASX: SDR) is soaring up ~8%

SiteMinder (SDR) has rallied up to 12% after announcing a new hotel management system partnership with Mews, a move the market sees as strategically important for customer growth and product positioning.

ASX: SDR 25/05/2026