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

0.21%

ABG.AX

-0.97%

ASK.AX

-0.37%

AGL.AX

-0.46%

A1M.AX

-3.23%

AIZ.AX

-3.9%

AAI.AX

-4.17%

ALK.AX

-2.13%

A4N.AX

-10.43%

ALQ.AX

-1.22%

AMC.AX

-0.7%

AOV.AX

-3.18%

AMP.AX

0.31%

ALD.AX

-0.96%

ANN.AX

-0.76%

ANZ.AX

1.39%

APA.AX

0.48%

ARU.AX

-1.89%

ARB.AX

-2.09%

ARF.AX

-1.54%

ARG.AX

-0.34%

ALL.AX

0.67%

AYA.AX

APZ.AX

-1.52%

ASX.AX

-1.56%

ALX.AX

AUB.AX

-0.78%

AIA.AX

-2.85%

AMI.AX

-1.59%

AZJ.AX

0.71%

ABB.AX

-1.36%

ASB.AX

-2.47%

AAC.AX

-0.77%

AFI.AX

-1.04%

AUI.AX

-0.36%

BOQ.AX

0.64%

BMN.AX

-3.22%

BCI.AX

2.74%

BPT.AX

-1.05%

BGA.AX

-2.12%

BGL.AX

-3.75%

BEN.AX

0.66%

BNZ.AX

BHP.AX

-0.7%

BKI.AX

-0.84%

BC8.AX

-4.72%

XYZ.AX

-2.92%

BSL.AX

-1.73%

BXB.AX

-1.52%

BVS.AX

-2.39%

BRE.AX

-5.4%

BRG.AX

-0.87%

BGP.AX

BFL.AX

-1.2%

BWP.AX

-0.26%

CMM.AX

-2.71%

CSC.AX

-5.04%

CAR.AX

-3.35%

CIN.AX

1.17%

CYL.AX

-6.23%

CAT.AX

-6.1%

CWP.AX

-2.17%

CNI.AX

-6.57%

CIP.AX

0.33%

COF.AX

-0.54%

CGF.AX

-1.51%

CIA.AX

-3.54%

CHI.AX

CHC.AX

-1.01%

CLW.AX

-0.53%

CQR.AX

-0.75%

CQE.AX

-0.75%

CNU.AX

1.87%

C79.AX

-0.5%

CVL.AX

0.25%

CU6.AX

0.99%

CWY.AX

-2.11%

CUV.AX

-2.16%

CBO.AX

1.06%

COH.AX

-0.17%

CDA.AX

-0.96%

COL.AX

0.72%

CKF.AX

-5.36%

CBA.AX

0.49%

CPU.AX

0.24%

CEN.AX

-1.42%

CXO.AX

-5%

CCP.AX

-3.89%

CMW.AX

CSL.AX

-0.74%

CCL.AX

-1.43%

DBI.AX

1.69%

DTL.AX

-1.02%

DTR.AX

-11.43%

DYL.AX

-4.78%

DRR.AX

0.22%

DVP.AX

-3.96%

DXS.AX

-1.04%

DXI.AX

-0.41%

DDR.AX

0.16%

DGT.AX

-3.66%

DJW.AX

DMP.AX

-5.16%

DOW.AX

-0.74%

DPM.AX

1.97%

DRO.AX

-4.53%

DUR.AX

-2.11%

DNL.AX

0.79%

APE.AX

-2.68%

EBO.AX

-0.59%

EIQ.AX

-0.41%

ELD.AX

-1.36%

EOS.AX

-4.97%

ELV.AX

-5.18%

ELS.AX

-3.7%

EHL.AX

-0.51%

EMR.AX

-0.98%

EDV.AX

ERA.AX

EQR.AX

-8.62%

EUR.AX

2.41%

EVN.AX

-2.47%

EVT.AX

-0.61%

FCL.AX

-4.23%

FFM.AX

-6.25%

FPH.AX

-1.18%

FPR.AX

-1.07%

FBU.AX

-2.87%

FLT.AX

-1.93%

FRS.AX

-4.95%

FMG.AX

-1.68%

FRW.AX

FGX.AX

-1.1%

FGG.AX

GLF.AX

-1.06%

GDG.AX

-4.3%

GNE.AX

-2.79%

GMD.AX

-5.52%

GNP.AX

-0.69%

GMG.AX

GPT.AX

-0.4%

GQG.AX

-0.67%

GNG.AX

-3.33%

GNC.AX

-1.78%

GGP.AX

-2.71%

GOZ.AX

-0.43%

GCI.AX

GYG.AX

0.53%

GWA.AX

-2.54%

HSN.AX

-0.95%

HVN.AX

-0.83%

HGH.AX

HM1.AX

HLI.AX

HMC.AX

-1.67%

HDN.AX

-0.76%

HUB.AX

-0.61%

IEL.AX

-2.55%

IGO.AX

-5.29%

ILU.AX

-10.82%

IMD.AX

-2.55%

IMR.AX

0.55%

IFT.AX

0.32%

INA.AX

0.47%

ING.AX

-1.75%

IAG.AX

0.73%

IDX.AX

1.29%

IPG.AX

-0.33%

IPX.AX

-3.68%

IPH.AX

-3.86%

IRE.AX

-2.44%

JHX.AX

-0.77%

JBH.AX

0.94%

JDO.AX

-0.99%

JMS.AX

KAR.AX

1.08%

KLS.AX

-1.14%

KCN.AX

-1.02%

KKC.AX

0.5%

GLS.AX

-2.29%

LGF.AX

-5.38%

L1G.AX

-0.43%

LSF.AX

0.44%

LRV.AX

-1.15%

LFS.AX

LLC.AX

-1.68%

LFG.AX

-0.96%

360.AX

-3.67%

LIC.AX

3.06%

LNW.AX

-2.39%

LIN.AX

-0.57%

LTR.AX

-1.05%

LOV.AX

-2.52%

LYL.AX

1.71%

LYC.AX

-0.16%

MA1.AX

-0.76%

MAF.AX

-3.61%

MGH.AX

-1.5%

MAH.AX

-1.04%

MQG.AX

0.68%

MAQ.AX

-1.72%

MAD.AX

-1.93%

MFG.AX

-4.43%

MMS.AX

-1.54%

MPL.AX

-0.2%

MP1.AX

-5.11%

MCY.AX

-3.11%

MEZ.AX

3.16%

MSB.AX

0.46%

MLX.AX

-3.51%

MTS.AX

-2.88%

MOT.AX

-2.4%

MXT.AX

0.79%

MMI.AX

-0.6%

MFF.AX

-0.6%

MIN.AX

-2.52%

MI6.AX

-3.05%

MIR.AX

MGR.AX

-0.57%

MND.AX

1.93%

MYR.AX

MYS.AX

1.07%

NAN.AX

-1.81%

NAB.AX

1.21%

NGI.AX

4.05%

NWL.AX

-4.65%

NEU.AX

-0.32%

NHC.AX

-1.8%

NEM.AX

-2.06%

NWS.AX

-3.12%

NXG.AX

-2.75%

NXT.AX

-1.69%

NHF.AX

-1%

NCK.AX

-2.27%

NIC.AX

-2.09%

NEC.AX

NST.AX

-2.74%

NWH.AX

2.01%

NUF.AX

0.75%

OCL.AX

-0.78%

OML.AX

-0.69%

OPH.AX

0.72%

OBM.AX

-5.02%

ORI.AX

-0.17%

ORG.AX

0.09%

ORA.AX

-1.81%

PDN.AX

-4.48%

PNR.AX

-6.09%

PPC.AX

1.46%

PPM.AX

-0.31%

PRN.AX

-4.58%

PPT.AX

0.45%

PCI.AX

-1.38%

PRU.AX

-2.39%

PXA.AX

-2.15%

PNI.AX

1.19%

PL8.AX

0.37%

PLS.AX

-1.08%

PGF.AX

0.63%

PNV.AX

-1.04%

PDI.AX

-3.61%

PMV.AX

-2.12%

PME.AX

-0.98%

PWH.AX

-0.62%

PYC.AX

2.3%

QAN.AX

0.4%

QBE.AX

-0.16%

QAL.AX

-0.35%

QRI.AX

-1.3%

QUB.AX

RMS.AX

-2.82%

RHC.AX

0.13%

REA.AX

-3.13%

RDX.AX

-2.46%

REH.AX

-3.21%

RF1.AX

RPL.AX

-0.34%

RG1.AX

3.33%

RGN.AX

REG.AX

-0.16%

RRL.AX

-3.98%

RWC.AX

-3%

RMD.AX

0.33%

RSG.AX

-5.68%

SGLLV.AX

3.11%

RIC.AX

-3.62%

RIO.AX

0.02%

RXL.AX

-4.49%

RFF.AX

-0.49%

RYM.AX

-1.34%

SFR.AX

-3.77%

SMI.AX

-5.5%

STO.AX

0.14%

SCG.AX

-0.52%

SEK.AX

-2.64%

SHV.AX

-1.76%

SRV.AX

-1.18%

SSM.AX

-2.25%

SGH.AX

-1.03%

SHA.AX

SIG.AX

-0.72%

SLX.AX

-3.33%

SGM.AX

-5.45%

SDR.AX

-5.96%

SKS.AX

-4.56%

SIQ.AX

-1.22%

SHL.AX

0.1%

S32.AX

-0.24%

SX2.AX

-1.54%

SXE.AX

-1.04%

SPK.AX

-0.67%

SRG.AX

SBM.AX

-3.45%

SMR.AX

-1.62%

SDF.AX

-1.17%

SGP.AX

-0.48%

SNZ.AX

1.74%

SUN.AX

-0.05%

SRL.AX

1.36%

SUL.AX

-0.84%

SLC.AX

-2.05%

SNL.AX

-0.36%

SYL.AX

-1.62%

TAH.AX

-4.09%

TEA.AX

-0.22%

TNE.AX

-7.1%

TLX.AX

2.46%

TLS.AX

1.59%

TPW.AX

4.77%

A2M.AX

0.15%

TLC.AX

0.54%

SGR.AX

-2.04%

TVN.AX

-7.02%

TWR.AX

2.32%

TPG.AX

-0.27%

TCL.AX

0.46%

TWE.AX

-1.49%

TUA.AX

-2.95%

TCG.AX

-7.14%

TRA.AX

UNI.AX

3.13%

VAU.AX

-2.26%

VNT.AX

1.05%

VCX.AX

-0.39%

VGN.AX

1.43%

VEA.AX

-2.35%

VUL.AX

-4.55%

VSL.AX

-0.2%

VYS.AX

WA1.AX

-1.12%

WGN.AX

-1.63%

WAM.AX

WGB.AX

-1.85%

WLE.AX

0.38%

SOL.AX

1.94%

WPR.AX

-1.2%

WQG.AX

-0.53%

WEB.AX

-1.02%

WBT.AX

-2.44%

WES.AX

0.34%

WAF.AX

-1.56%

WGX.AX

-2.34%

WBC.AX

1.03%

WHF.AX

0.22%

WHC.AX

-0.24%

WIA.AX

-3.19%

WC8.AX

-1.92%

WTN.AX

WTC.AX

-4.39%

WDS.AX

-0.42%

WOW.AX

0.49%

WOR.AX

-1.63%

XRO.AX

-5.28%

YAL.AX

-1.85%

ZIM.AX

-7.15%

ZIP.AX

-3.1%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.34	-0.52	-0.35
SSO ASX Small Caps	15.96	-0.26	-1.6
IVV S&P 500	70.85	-0.36	-0.51
NDQ Nasdaq	63.05	-0.82	-1.28
F100 FTSE 100	14.93	0.08	0.54
ASIA Asia Tech	22.58	-1.13	-4.77
IEU Europe	103.97	0.42	0.41
IEM Emerging Markets	99.44	-2.9	-2.83
Gold Gold	54.02	-0.78	-1.42
ACDC Battery Tech	165.86	-3.53	-2.08

COMMODITIES	Close($)	-/+	%
Gold	4,127.07	-63.3626	-1.51
Silver	61.92	-3.2575	-5
Platinum	1,662.00	-16.6979	-0.99
Palladium	1,232.75	-32.6511	-2.58
Ice Brent Crude	77.30	-0.6	-0.77
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6927	-0.0072	-1.03
Euro	1.1381	-0.0046	-0.4
British Pound	1.3197	-0.005	-0.38
Canadian Dollar	1.4195	0.0039	0.28
New Zealand Dollar	0.5678	-0.0035	-0.61
Chinese Yuan	6.7894	0.0149	0.22
Japanese Yen	161.5600	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	0.75	-3.23%	134.85%	0.30 0.79
BGL	Bellevue Gold Ltd	1.41	-3.75%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.92	-0.7%	66.64%	35.79 65.98
FMG	Fortescue Ltd	19.27	-1.68%	33.42%	14.78 23.38
NHC	New Hope Corporation Ltd	5.47	-1.8%	41.01%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.25	-0.24%	43.33%	5.31 9.90
NEM	Newmont Cdi	141.70	-2.06%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	14.50	-2.75%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.93	-3.77%	82.79%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TPW	Temple & Webster	5.93	4.77
NGI	Navigator Global	2.57	4.05
RG1	Regal Partners G	2.48	3.33
MEZ	Meridian Energy	4.90	3.16
UNI	Universal Store	7.57	3.13
SGLLV	Ricegrowers	14.26	3.11
LIC	Lifestyle Commun	5.05	3.06
BCI	Bci Minerals	0.38	2.74
TLX	Telix Pharmaceut	14.56	2.46
EUR	European Lithium	0.43	2.41

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.16	-11.43
ILU	Iluka Resources	7.25	-10.82
A4N	Alpha Hpa	0.73	-10.43
EQR	Eq Resources	0.27	-8.62
ZIM	Zimplats Holding	13.38	-7.15
TCG	Turaco Gold	0.52	-7.14
TNE	Technology One	27.73	-7.1
TVN	Tivan	0.27	-7.02
CNI	Centuria Capital	2.03	-6.57
FFM	Firefly Metals	1.73	-6.25

OPINION

Latest Market Matters Opinions

23/06/2026 16:36

Broker Moves

• Ingenia Raised to Overweight at Barrenjoey; PT A$4.70 • Emperor Energy Rated New Speculative Buy at Argonaut Securities • Pinnacle Investment Rated New Buy at Goldman; PT A$20.64 • Navigator Global Rated New Buy at Goldman; PT A$3.63 • Centuria Capital Raised to Accumulate at CLSA; PT A$2.42 • Lynas Raised to Outperform at Macquarie; PT A$22 • Centuria Capital Cut to Underperform at Macquarie; PT A$1.88 • Metcash Cut to Neutral at JPMorgan; PT A$3.30 • Metcash Cut to Neutral at Barrenjoey; PT A$3.50 • L1 Group Rated New Positive at Evans & Partners Pty Ltd • Cash Converters Rated New Buy at Shaw and Partners • CCR AU Rated New Speculative Buy at Morgans Financial Limited

23/06/2026 16:35

What Mattered Today

The ASX 200 finished lower today, with choppy trade through, in positive territory briefly before selling in technology, resources and small caps outweighed strength in the major banks and defensive sectors. Resilience in the Big Four provided some cushion, but market breadth was notably weak with around two-thirds of stocks finishing in the red. Investors continued to digest developments around US-Iran peace negotiations, while positioning ahead of tomorrow's Australian inflation data and ongoing scrutiny of the AI trade.

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: Reviewing the 5 new stocks to enter the ASX200

Morning report 23/06/2026

Afternoon Report

The Match Out: Banks hold firm as Materials & Tech weigh on the ASX

Afternoon report 23/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Hi MM Team, Please can you provide your thoughts on the current Acrow (ACF) capital raise. Recently you suggested that infrastructure was an area of the market worth considering for investment. Does ACF fit the mould as an infrastructure play? Thanks, JanP

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

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

9.89% 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 9.89% 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 31st May 2026

Latest View Points

SPCX US

MI6

KCN

FFM

EOS

ELV

WTC

MTS

ATOM

XMET

IKO

HGEN US

Chart of the week

Sandfire Resources Ltd (SFR)

Aus. Investment blog Subscribe to blog

SiteMinder (ASX: SDR) & Webjet (ASX: WEB) lead tourism stocks higher

Australian tourism stocks gain after the government lowered its travel advice for some Middle Eastern countries.

ASX: SDR 09/06/2026

Why is REA Group (ASX: REA) testing 18-month Lows?

REA Group fell the most in 4-months this morning after being cut to a sell at Bell Potter with $137 PT.

ASX:REA 09/06/2026

Morning Report

What Matters Today: Reviewing the 5 new stocks to enter the ASX200

Morning report 23/06/2026

Afternoon Report

The Match Out: Banks hold firm as Materials & Tech weigh on the ASX

Afternoon report 23/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

Latest View Points

SPCX US

MI6

KCN

FFM

EOS

ELV

WTC

MTS

ATOM

XMET

IKO