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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-9.34%

ABG.AX

-0.49%

ASK.AX

A1G.AX

AGL.AX

2.92%

AIZ.AX

AAI.AX

-4.59%

ALK.AX

0.48%

A4N.AX

-1.87%

ALQ.AX

-0.47%

AMC.AX

-0.18%

AOV.AX

1.09%

AMP.AX

-0.87%

AEL.AX

-1.83%

ALD.AX

1.96%

ANN.AX

0.46%

ANZ.AX

0.42%

APA.AX

0.49%

ARU.AX

1.35%

ARB.AX

-0.36%

ARF.AX

-2.63%

ARG.AX

0.12%

ALL.AX

1.97%

AYA.AX

0.87%

APZ.AX

ASX.AX

-0.83%

ALX.AX

-1.74%

AUB.AX

2.53%

AIA.AX

-0.74%

AMI.AX

8.93%

AZJ.AX

-0.36%

AUC.AX

2.7%

ABB.AX

-0.19%

ASB.AX

-0.12%

AAC.AX

AFG.AX

1.25%

AFI.AX

-0.6%

AUI.AX

0.09%

ASG.AX

-2%

BOQ.AX

1.67%

BMN.AX

-0.8%

BCI.AX

-1.27%

BPT.AX

-1.05%

BGA.AX

0.72%

BGL.AX

-0.47%

BEN.AX

-0.24%

BNZ.AX

2.96%

BHP.AX

-0.96%

BKI.AX

-0.29%

BC8.AX

-2.17%

XYZ.AX

-1.64%

BSL.AX

2.08%

BMC.AX

2.06%

BOE.AX

-1.76%

BXB.AX

0.8%

BVS.AX

2.23%

BRE.AX

0.4%

BRG.AX

-1.24%

BGP.AX

BFL.AX

BWP.AX

-0.26%

CMM.AX

2.52%

CSC.AX

-2.72%

CAR.AX

-0.48%

CIN.AX

1.45%

CYL.AX

-6.46%

CAT.AX

-2.27%

CWP.AX

-0.83%

CNI.AX

CIP.AX

-0.34%

COF.AX

CHN.AX

-0.16%

CGF.AX

0.95%

CIA.AX

-0.4%

CHI.AX

CHC.AX

0.18%

CLW.AX

0.14%

CQR.AX

0.26%

CQE.AX

-0.94%

CNU.AX

-1.12%

C79.AX

-1.49%

CVL.AX

2.97%

CU6.AX

0.17%

CWY.AX

0.9%

CBO.AX

1.61%

COH.AX

-2.56%

CDA.AX

14.9%

COL.AX

0.26%

CKF.AX

0.49%

CBA.AX

-1.22%

CPU.AX

1.11%

CEN.AX

-1.17%

CXO.AX

-2.31%

CCP.AX

2.22%

CMW.AX

0.63%

CSL.AX

-2.17%

CCL.AX

DBI.AX

-1.48%

DTL.AX

1.18%

DTR.AX

4.26%

DYL.AX

-2.49%

DRR.AX

1.23%

DVP.AX

-1.97%

DXS.AX

1.39%

DXI.AX

1.02%

DDR.AX

-0.61%

DGT.AX

-2.09%

DUI.AX

DJW.AX

-0.34%

DMP.AX

1.23%

DOW.AX

-0.48%

DPM.AX

-1.91%

DRO.AX

-0.28%

DUR.AX

DNL.AX

1.25%

APE.AX

2.6%

EBO.AX

-0.87%

EIQ.AX

0.25%

ELD.AX

0.71%

EOS.AX

ELV.AX

-1.02%

ELS.AX

-3.43%

EHL.AX

-2.05%

EMR.AX

-1.77%

EDV.AX

-0.15%

ERA.AX

14.29%

EQR.AX

0.85%

EQT.AX

-2.05%

EUR.AX

-9.64%

EVN.AX

-0.91%

EVT.AX

-0.42%

FCL.AX

0.36%

FFM.AX

0.71%

FPH.AX

1.02%

FPR.AX

0.21%

FBU.AX

1.55%

FLT.AX

-2.29%

FML.AX

FRS.AX

2.97%

FMG.AX

0.32%

FRW.AX

FGX.AX

FGG.AX

0.91%

GLN.AX

-0.93%

GLF.AX

1.28%

GDG.AX

2.32%

GNE.AX

-0.25%

GMD.AX

1.04%

GTK.AX

-1.84%

GNP.AX

-1.39%

GMG.AX

-0.07%

GPT.AX

0.74%

GQG.AX

-1.66%

GNG.AX

0.44%

GNC.AX

-0.16%

GGP.AX

-0.07%

GOZ.AX

0.23%

GCI.AX

0.25%

GYG.AX

1.53%

GWA.AX

-0.25%

HSN.AX

1.8%

HVN.AX

0.56%

HGH.AX

-1.61%

HM1.AX

HLI.AX

1.34%

HMC.AX

1.63%

HDN.AX

1.01%

HUB.AX

-0.19%

IEL.AX

-5.18%

IGO.AX

0.4%

ILU.AX

IMD.AX

1.87%

IMR.AX

-0.25%

IFT.AX

-0.3%

INA.AX

-0.38%

ING.AX

0.38%

IFL.AX

IAG.AX

0.48%

IDX.AX

-0.23%

IPG.AX

2.19%

IPX.AX

-4.07%

IPH.AX

1.83%

IRE.AX

0.07%

JHX.AX

-0.55%

JBH.AX

1.55%

JDO.AX

-2.06%

JMS.AX

0.93%

KAR.AX

KLS.AX

1.04%

KCN.AX

1.34%

KKC.AX

-0.96%

GLS.AX

-0.53%

LGF.AX

L1G.AX

-2.08%

LSF.AX

0.61%

LRV.AX

-5.2%

LFS.AX

LLC.AX

0.3%

LFG.AX

-1.46%

360.AX

0.65%

LIC.AX

1.66%

LNW.AX

-0.95%

LIN.AX

2.92%

LTR.AX

1.9%

LOV.AX

1.24%

LYL.AX

-0.16%

LYC.AX

5.29%

MA1.AX

0.25%

MAF.AX

1.59%

MGH.AX

-5.64%

MAH.AX

-0.67%

MQG.AX

-0.05%

MAQ.AX

-0.84%

MAD.AX

-3.53%

MFG.AX

2.34%

MAU.AX

0.52%

MMS.AX

MPL.AX

2.2%

MP1.AX

2.02%

MCY.AX

-1.27%

MEZ.AX

MSB.AX

5.35%

MLX.AX

0.53%

MTS.AX

-0.36%

MEI.AX

-3.75%

MOT.AX

2.33%

MXT.AX

0.51%

MFF.AX

0.66%

MIN.AX

-0.29%

MI6.AX

2.05%

MIR.AX

1.55%

MGR.AX

0.15%

MND.AX

-0.55%

MYS.AX

0.66%

NAN.AX

NAB.AX

-1.24%

NGI.AX

-1.02%

NWL.AX

0.17%

NEU.AX

3.69%

NHC.AX

4.95%

NMG.AX

NEM.AX

-2.87%

NWS.AX

-0.71%

NXG.AX

-2.62%

NXT.AX

-3.16%

NHF.AX

1.62%

NCK.AX

0.87%

NIC.AX

4.43%

NEC.AX

2.69%

NST.AX

-0.09%

NWH.AX

0.33%

NUF.AX

0.63%

NXL.AX

0.97%

OCL.AX

0.92%

OML.AX

38.24%

OPH.AX

1.56%

OBM.AX

-4.24%

ORI.AX

-0.26%

ORG.AX

3.77%

ORA.AX

PDN.AX

-1.88%

PNR.AX

-3.55%

PPC.AX

-2.03%

PPM.AX

2.06%

PRN.AX

0.92%

PPT.AX

1.76%

PCI.AX

0.45%

PRU.AX

1.36%

PXA.AX

PNI.AX

-1.68%

PL8.AX

-0.36%

PLS.AX

-2.21%

PGF.AX

0.51%

PNV.AX

1.52%

PDI.AX

3.3%

PMV.AX

0.64%

PME.AX

-0.63%

PFP.AX

0.39%

PWH.AX

-0.34%

PYC.AX

0.77%

QAN.AX

-0.24%

QBE.AX

0.59%

QAL.AX

2.63%

QRI.AX

-0.16%

QUB.AX

RMS.AX

-2.32%

RHC.AX

-0.77%

REA.AX

0.47%

RDX.AX

-1.2%

REH.AX

-1.47%

RF1.AX

RPL.AX

1.92%

RG1.AX

0.88%

RGN.AX

0.22%

REG.AX

-1.53%

RRL.AX

-0.69%

RWC.AX

3.49%

RMD.AX

-1.16%

RSG.AX

-0.21%

SGLLV.AX

1.23%

RIC.AX

1.07%

RIO.AX

-0.25%

RXL.AX

-3.98%

RFF.AX

-0.25%

RYM.AX

0.57%

SFR.AX

-0.51%

SMI.AX

-7.26%

STO.AX

0.97%

SCG.AX

0.41%

SEK.AX

-2.7%

SHV.AX

SRV.AX

0.76%

SSM.AX

0.64%

SGH.AX

-1.63%

SIG.AX

0.73%

SLX.AX

-2.87%

SGM.AX

0.83%

SDR.AX

0.17%

SKS.AX

-3.65%

SKC.AX

SIQ.AX

0.5%

SHL.AX

-0.59%

S32.AX

-1.04%

SX2.AX

-4.06%

SXE.AX

1.93%

SPK.AX

-0.74%

SRG.AX

0.18%

SBM.AX

-1.95%

SMR.AX

2.01%

SDF.AX

0.95%

SGP.AX

SNZ.AX

-0.6%

SUN.AX

2.42%

SRL.AX

-0.49%

SUL.AX

-0.08%

SLC.AX

-1.78%

SNL.AX

3.15%

SYL.AX

-2.5%

TAH.AX

TEA.AX

0.36%

TNE.AX

0.75%

TLX.AX

1.9%

TLS.AX

TPW.AX

-0.17%

A2M.AX

-2.06%

TLC.AX

SGR.AX

-6.52%

TVN.AX

9.02%

TWR.AX

-0.91%

TPG.AX

-0.82%

TCL.AX

-0.4%

TWE.AX

-0.34%

TUA.AX

-0.77%

TCG.AX

UNI.AX

1.22%

VAU.AX

1.72%

VNT.AX

2.03%

VCX.AX

-0.4%

VGN.AX

1.84%

VEA.AX

0.63%

VUL.AX

2.33%

VSL.AX

2.83%

WA1.AX

-4.22%

WGN.AX

WAM.AX

0.58%

WGB.AX

-1.39%

WLE.AX

SOL.AX

-1.35%

WPR.AX

0.2%

WQG.AX

WEB.AX

-0.19%

WBT.AX

-1.73%

WES.AX

-0.01%

WAF.AX

2.01%

WGX.AX

-3.03%

WBC.AX

-1.24%

WHF.AX

-0.21%

WHC.AX

4.19%

WIA.AX

-8.82%

WC8.AX

-1.85%

WTN.AX

WTC.AX

-1.16%

WDS.AX

2.05%

WOW.AX

-0.29%

WOR.AX

-0.6%

XRO.AX

0.75%

YAL.AX

3.85%

ZIM.AX

-1.61%

ZIP.AX

0.83%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.26	-0.31	-0.21
SSO ASX Small Caps	15.92	0.05	0.32
IVV S&P 500	66.48	-0.02	-0.03
NDQ Nasdaq	55.90	-0.05	-0.09
F100 FTSE 100	14.69	0.01	0.07
ASIA Asia Tech	17.69	0.06	0.34
IEU Europe	98.15	0.15	0.15
IEM Emerging Markets	89.50	0.13	0.15
Gold Gold	58.84	-0.3	-0.51
ACDC Battery Tech	170.20	-0.3	-0.18

COMMODITIES	Close($)	-/+	%
Gold	4,604.62	10.11	0.22
Silver	73.82	0.7356	1.01
Platinum	1,933.25	-6.83	-0.35
Palladium	1,453.25	-6.6511	-0.46
Ice Brent Crude	111.22	2.99	2.76
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7163	-0.0017	-0.24
Euro	1.1703	-0.0008	-0.07
British Pound	1.3513	-0.0003	-0.02
Canadian Dollar	1.3684	0.0001	0.01
New Zealand Dollar	0.5862	-0.0023	-0.39
Chinese Yuan	6.8353	-0.0021	-0.03
Japanese Yen	159.6300	0.02	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	0.61	0.41%	70.42%	0.30 0.75
BGL	Bellevue Gold Ltd	1.60	-0.62%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.93	-0.9%	47.19%	35.52 59.39
FMG	Fortescue Ltd	20.17	0.27%	29.99%	14.31 23.38
NHC	New Hope Corporation Ltd	5.51	4.86%	42.66%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.33	4.13%	64.95%	4.86 9.90
NEM	Newmont Cdi	154.03	-2.94%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.73	-2.68%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.63	-0.54%	70.09%	9.74 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
OML	Ooh!media	1.18	38.24
CDA	Codan	41.80	14.9
ERA	Energy Resources	0.00	14.29
TVN	Tivan	0.33	9.02
AMI	Aurelia Metals	0.31	8.93
MSB	Mesoblast	2.27	5.35
LYC	Lynas Rare Earth	19.70	5.29
NHC	New Hope Corpora	5.51	4.95
NIC	Nickel Industrie	1.06	4.43
DTR	Dateline Resourc	0.25	4.26

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EUR	European Lithium	0.38	-9.64
4DX	4dmedical	4.27	-9.34
WIA	Wia Gold	0.47	-8.82
SMI	Santana Minerals	0.58	-7.26
SGR	The Star Enterta	0.11	-6.52
CYL	Catalyst Metals	5.65	-6.46
MGH	Maas Group Holdi	4.44	-5.64
LRV	Larvotto Resourc	1.28	-5.2
IEL	Idp Education	3.21	-5.18
AAI	Alcoa Corpor Cdi	89.16	-4.59

OPINION

Latest Market Matters Opinions

29/04/2026 09:30

SRG Global Ltd (ASX:SRG) $2.85

SRG Global entered the ASX200 in March after rallying +120% over the last year, taking its market cap to $1.8bn. The inclusion places SRG alongside established peers, including Downer EDI (ASX:DOW), Monadelphous (ASX:MND) and Worley (ASX:WOR), all of which operate across engineering, maintenance and infrastructure services. The company is certainly performing, with revenue on track to double in FY26 from the $809mn in FY23. However, the stock is priced for ongoing strong performance, with its current valuation significantly above its historical averages.

29/04/2026 09:29

Active Growth Portfolio

The Market Matters Active Growth Portfolio provides an active approach to investing in ASX-listed large-cap stocks – Click here to view

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Market Matters Content

Portfolio Positioning: ASX Faces Four Major Headwinds Beyond the Iran Conflict

Morning report 29/04/2026

Afternoon Report

The Match Out: ASX falls, braces for tomorrow’s CPI print

Afternoon report 28/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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