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

AGL.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

AZJ.AX

AUC.AX

ABB.AX

ASB.AX

AAC.AX

AFG.AX

AFI.AX

AUI.AX

BOQ.AX

BMN.AX

BCI.AX

BPT.AX

BGA.AX

BGL.AX

BEN.AX

BNZ.AX

BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BMC.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

BRG.AX

BGP.AX

BFL.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

EQT.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

NMG.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

PFP.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

SKC.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

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	146.96	0	0
SSO ASX Small Caps	15.82	0	0
IVV S&P 500	66.94	0	0
NDQ Nasdaq	57.39	0	0
F100 FTSE 100	14.61	0	0
ASIA Asia Tech	19.66	0	0
IEU Europe	98.48	0	0
IEM Emerging Markets	92.55	0	0
Gold Gold	58.95	0	0
ACDC Battery Tech	177.55	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,695.65	139.6065	3.06
Silver	77.55	4.7302	6.5
Platinum	2,062.55	109.65	5.61
Palladium	1,538.00	52.5675	3.54
Ice Brent Crude	110.31	-4.13	-3.61
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7236	0.0054	0.75
Euro	1.1747	0.0058	0.5
British Pound	1.3593	0.0054	0.4
Canadian Dollar	1.3634	0.0017	0.12
New Zealand Dollar	0.5954	0.0068	1.16
Chinese Yuan	6.8110	-0.019	-0.28
Japanese Yen	156.3800	-1.49	-0.94

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	0%	57.14%	0.30 0.75
BGL	Bellevue Gold Ltd	1.56	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	56.39	0%	44.95%	35.52 59.39
FMG	Fortescue Ltd	20.65	0%	25.36%	14.31 23.38
NHC	New Hope Corporation Ltd	5.32	0%	49.32%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.38	0%	70.88%	5.03 9.90
NEM	Newmont Cdi	155.73	0%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.62	0%	0.00%	8.24 20.47
SFR	Sandfire Resources Ltd	16.95	0%	64.91%	10.09 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.80
ABG	Abacus Group Unt	1.04
ASK	Abacus Storage K	1.40
AGL	Agl Energy	9.47
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	88.80
ALK	Alkane Resources	1.45
A4N	Alpha Hpa	0.67
ALQ	Als	22.14
AMC	Amcor Cdi	52.70

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.52
ZIM	Zimplats Holding	15.50
YAL	Yancoal Australi	7.10
XRO	Xero	85.82
WOR	Worley	12.31
WOW	Woolworths Group	33.85
WDS	Woodside Energy	31.84
WTC	Wisetech Global	44.74
WTN	Winton Land	2.27
WC8	Wildcat Resource	0.66

OPINION

Latest Market Matters Opinions

06/05/2026 17:04

What Mattered Today

The ASX bounced strongly today, shaking off recent weakness, leaning into improving sentiment around the Middle East, with the Whitehouse now clearly seeking an off-ramp from the Iran conflict. The tone improved as the day wore on, suggesting a degree of confidence returning to the market despite the still-challenging macro backdrop.

06/05/2026 17:00

JB Hi-Fi (JBH) $72.98

JBH -6.28%: was hit today after its March quarter update missed expectations, with the Australian business delivering positive but underwhelming comparable sales growth. The result was not bad in absolute terms, JB Australia and The Good Guys are still growing in a tougher retail backdrop, but the market was positioned for better, particularly given the stock’s recent bounce from the lows. The bigger concern for us was around margin pressure, with management calling out supplier cost inflation, stock shortages and heightened competition across technology categories going into an important sales period pre-June 30.

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

Portfolio Positioning: The RBA hikes, the Macquarie Conference kicks into gear before the Budget next week

Morning report 06/05/2026

Afternoon Report

The Match Out: Banks lead the bounce as ASX jumps on de-escalation in the Middle East

Afternoon report 06/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

13.33% Active Growth Portfolio

10.59% Shawn’s Trade Ideas

16.36% Active Income Portfolio

35.04% International Equities Portfolio

16.77% Emerging Companies Portfolio

8.82% Core ETF Portfolio

13.33% Active Growth Portfolio 10.59% Shawn’s Trade Ideas 16.36% Active Income Portfolio 35.04% International Equities Portfolio 16.77% Emerging Companies Portfolio 8.82% 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

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

CLW

MFG

CNI

WBC

OML

TYR

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Morning Report

Portfolio Positioning: The RBA hikes, the Macquarie Conference kicks into gear before the Budget next week

Morning report 06/05/2026

Afternoon Report

The Match Out: Banks lead the bounce as ASX jumps on de-escalation in the Middle East

Afternoon report 06/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

CLW

MFG

CNI

WBC

OML

TYR

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Opinion + Action