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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.80	0	0
SSO ASX Small Caps	14.32	0	0
IVV S&P 500	72.85	0	0
NDQ Nasdaq	62.75	0	0
F100 FTSE 100	15.24	0	0
ASIA Asia Tech	21.06	0	0
IEU Europe	97.03	0	0
IEM Emerging Markets	96.39	0	0
Gold Gold	54.17	0	0
ACDC Battery Tech	118.17	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,175.29	61.0204	1.48
Silver	61.41	0.4427	0.73
Platinum	1,707.65	-9.3799	-0.55
Palladium	1,221.95	7.3867	0.61
Ice Brent Crude	106.07	1.75	1.68
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6987	-0.0027	-0.38
Euro	1.1338	-0.0032	-0.28
British Pound	1.3228	-0.0024	-0.18
Canadian Dollar	1.4188	0.0017	0.12
New Zealand Dollar	0.5640	-0.0024	-0.42
Chinese Yuan	6.7030	-0.0073	-0.11
Japanese Yen	157.3200	-0.04	-0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.91	0%	124.68%	0.39 0.94
BGL	Bellevue Gold Limited	1.59	0%	42.79%	1.06 2.00
BHP	Bhp Group Ltd	60.63	0%	41.64%	40.18 68.77
FMG	Fortescue Ltd	16.27	0%	-15.00%	16.14 23.38
NHC	New Hope Corporation Ltd	5.70	0%	39.08%	3.77 6.61
WHC	Whitehaven Coal Limited	7.47	0%	8.09%	6.33 9.90
NEM	Newmont Cdi	167.00	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.82	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.94	0%	60.07%	14.22 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.38
4DX	4dmedical	4.08
ABG	Abacus Group Unt	0.83
AIS	Aeris Resources	0.49
AGL	Agl Energy Limit	8.06
A1M	Aic Mines	0.91
AIZ	Air New Zealand	0.32
AAI	Alcoa Corpor Cdi	61.12
ALK	Alkane Resources	1.88
A4N	Alpha Hpa	0.60

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.02
ZIM	Zimplats Holding	14.99
YAL	Yancoal Australi	5.75
XRO	Xero Fpo	58.04
WOR	Worley	9.61
WOW	Woolworths Group	38.89
WDS	Woodside Energy	31.48
WTC	Wisetech Global	32.84
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.47

OPINION

Latest Market Matters Opinions

29/09/2026 17:17

Broker Moves

• AIC Mines Rated New Buy at Morgans Financial Limited; PT A$1.20 • Champion Iron Rated New Buy at UBS; PT A$4.15 • Synlait Milk Raised to Outperform at Macquarie; PT NZ$0.50 • James Hardie Slips as Citi Cuts on Interest Rate Uncertainty (1) • Pinnacle Investment Raised to Buy at UBS; PT A$17

29/09/2026 17:16

What Mattered Today

The ASX ended up notching a decent gain today after a choppy session leading up to the 2:30pm RBA decision. At the sector level, a strong rebound in Technology and Materials helped offset weakness across Energy, Real Estate and Financials ahead of the decision. The market initially dipped after the Board voted to raise rates by 25bps to 4.60%, however, commentary from Michele Bullock at the ensuing press conference was less hawkish than expected, triggering a quick ~30pt jump in the final minutes of trade.

ACTION

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Market Matters Content

What Matters Today: Gold Fields Targets Northern Star – 3 other ASX gold stocks with M&A potential

Morning report 29/09/2026

Afternoon Report

The Match Out: RBA Hikes to 4.60% – But Bullock’s commentary sparks late rally

Afternoon report 29/09/2026

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.

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