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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

10.34%

4DX.AX

-4.2%

ABG.AX

ASK.AX

1.64%

AX1.AX

-1.59%

AIS.AX

3.23%

AGL.AX

1.36%

AIZ.AX

AAI.AX

-8.85%

ALK.AX

3.11%

A4N.AX

-2.76%

ALQ.AX

1.33%

AMC.AX

3.06%

AOV.AX

-1.48%

AMP.AX

1.16%

AEL.AX

3.91%

ALD.AX

0.1%

ASL.AX

-4.6%

ANN.AX

-0.09%

ANZ.AX

1.05%

APA.AX

ARU.AX

-6.9%

ARB.AX

-2.9%

ARF.AX

0.85%

ARG.AX

ALL.AX

-1.46%

AYA.AX

-3.08%

APZ.AX

0.54%

ASX.AX

-0.33%

ALX.AX

1.24%

AUB.AX

AIA.AX

0.14%

AMI.AX

2.94%

AZJ.AX

1.41%

AUC.AX

-5.16%

ABB.AX

-0.64%

ASB.AX

-1.57%

AAC.AX

1.47%

ACL.AX

2.26%

AEF.AX

-0.2%

AFG.AX

4.35%

AFI.AX

-0.14%

AUI.AX

0.18%

ASG.AX

0.26%

BOQ.AX

1.77%

BMN.AX

-3.35%

BAP.AX

-6.11%

BCI.AX

-1.11%

BPT.AX

1.69%

BLX.AX

-0.37%

BGA.AX

-0.83%

BGL.AX

0.54%

BEN.AX

1.08%

BHP.AX

2.73%

BKI.AX

0.57%

BC8.AX

-0.64%

XYZ.AX

1.1%

BSL.AX

1.74%

BMC.AX

3.45%

BOE.AX

-3.74%

BXB.AX

-0.96%

BVS.AX

-1.67%

BRE.AX

-3.89%

BRG.AX

1.13%

BFL.AX

-0.57%

BWP.AX

0.27%

CMM.AX

2.15%

CSC.AX

7.49%

CAR.AX

0.77%

CIN.AX

-2.11%

CYL.AX

0.74%

CAT.AX

2.33%

CWP.AX

CNI.AX

3.02%

CIP.AX

COF.AX

-0.45%

CHN.AX

-1.21%

CGF.AX

0.76%

CIA.AX

1.78%

CHC.AX

0.84%

CLW.AX

0.25%

CQR.AX

-1.25%

CQE.AX

-1.01%

CNU.AX

0.12%

C79.AX

CVL.AX

-0.3%

CU6.AX

0.58%

CWY.AX

0.8%

CUV.AX

-0.49%

CBO.AX

1.03%

COH.AX

1.29%

CDA.AX

0.15%

COL.AX

1.38%

CKF.AX

0.18%

CBA.AX

0.39%

CPU.AX

2.94%

CEN.AX

0.88%

CXO.AX

-3.45%

CRN.AX

-7.14%

CCP.AX

0.28%

CMW.AX

CSL.AX

1.49%

CCL.AX

-1.57%

DBI.AX

0.41%

DTL.AX

0.63%

DTR.AX

8.33%

DYL.AX

DRR.AX

0.66%

DVP.AX

2.8%

DXS.AX

-0.74%

DXI.AX

-1.15%

DDR.AX

-0.1%

DGT.AX

-4.04%

DUI.AX

0.76%

DJW.AX

DMP.AX

-0.99%

DOW.AX

1.03%

DPM.AX

1.17%

DRO.AX

-6.49%

DUR.AX

-0.91%

DNL.AX

1.71%

APE.AX

1.29%

EBO.AX

0.31%

ELD.AX

EOS.AX

-1.64%

ELV.AX

-4.48%

ELS.AX

5.78%

EHL.AX

-0.74%

EMR.AX

2.13%

EDV.AX

0.53%

EOL.AX

2.87%

ERA.AX

EQR.AX

12.9%

EQT.AX

0.56%

EVN.AX

-0.67%

EVT.AX

0.16%

FCL.AX

0.77%

FFM.AX

1.44%

FPH.AX

-0.09%

FPR.AX

-2.42%

FBU.AX

-0.3%

FLT.AX

-0.39%

FML.AX

-2.53%

FMG.AX

1.67%

FRW.AX

0.16%

FGX.AX

0.37%

FGG.AX

-0.32%

GEM.AX

-0.74%

GLN.AX

GLF.AX

-1.15%

GDG.AX

2.36%

GNE.AX

GMD.AX

0.89%

GTK.AX

-5.29%

GNP.AX

2.45%

GMG.AX

-0.19%

GPT.AX

-1.13%

GQG.AX

0.96%

GNG.AX

0.71%

GNC.AX

0.14%

GGP.AX

0.29%

GOZ.AX

GCI.AX

GYG.AX

1.97%

GWA.AX

HSN.AX

2.46%

HVN.AX

0.91%

HLS.AX

-1.58%

HGH.AX

-1.37%

HM1.AX

-1.24%

HLI.AX

-1.02%

HMC.AX

-4.4%

HDN.AX

-1.13%

HUB.AX

2.25%

IEL.AX

-1.79%

IGO.AX

0.64%

ILU.AX

-4.6%

IMD.AX

1.33%

IMM.AX

-4.35%

IMR.AX

-5%

IFT.AX

2.36%

INA.AX

-1.21%

ING.AX

0.4%

IFL.AX

IAG.AX

0.14%

IDX.AX

-1.49%

INR.AX

-6.52%

IPX.AX

-3.82%

IPH.AX

0.8%

IRE.AX

1.3%

JHX.AX

-3%

JBH.AX

0.72%

JDO.AX

-0.27%

JIN.AX

0.92%

JMS.AX

-1.75%

KAR.AX

0.31%

KLS.AX

-2.16%

KCN.AX

1.02%

KKC.AX

0.43%

GLS.AX

L1G.AX

-0.42%

LSF.AX

0.68%

LRV.AX

-6.65%

LFS.AX

-0.49%

LLC.AX

-1.19%

LFG.AX

4.08%

360.AX

-8.64%

LIC.AX

-1.77%

LNW.AX

0.15%

LIN.AX

-4.08%

LTR.AX

-1.83%

LOTDB.AX

-7.72%

LOV.AX

-0.32%

LYL.AX

0.33%

LYC.AX

-5.04%

MA1.AX

-0.49%

MAF.AX

-2.47%

MGH.AX

-1.45%

MAH.AX

0.72%

MQG.AX

2.27%

MAQ.AX

0.55%

MAD.AX

-2.01%

MFG.AX

-0.44%

MMS.AX

-0.12%

MPL.AX

0.22%

MEK.AX

-7.02%

MP1.AX

3.14%

MCY.AX

0.18%

MEZ.AX

-1.43%

MSB.AX

0.37%

MTM.AX

4.69%

MLX.AX

3.2%

MTS.AX

1.2%

MEI.AX

MOT.AX

0.77%

MXT.AX

0.5%

MFF.AX

-0.61%

MGX.AX

-2.08%

MIN.AX

2.7%

MI6.AX

3.23%

MIR.AX

-1.62%

MGR.AX

-0.5%

MND.AX

3.88%

MYR.AX

1.03%

MYS.AX

NAN.AX

0.25%

NAB.AX

1.25%

NSR.AX

NGI.AX

-1.24%

NWL.AX

0.77%

NEU.AX

-1.25%

NHC.AX

-0.66%

NMG.AX

2.74%

NEM.AX

1.37%

NWS.AX

-1.14%

NXG.AX

-3.28%

NXT.AX

2.93%

NHF.AX

0.45%

NCK.AX

0.47%

NIC.AX

1.6%

NEC.AX

1.38%

NST.AX

0.36%

NVA.AX

-8.56%

NWH.AX

-2.04%

NUF.AX

NXL.AX

3.55%

OCL.AX

-2.46%

OML.AX

-2.62%

OPH.AX

OBM.AX

1.58%

ORI.AX

0.93%

ORG.AX

0.77%

ORA.AX

PDN.AX

-0.6%

PNR.AX

3.15%

PPC.AX

-2.34%

PPM.AX

-1.97%

PRN.AX

3.46%

PPT.AX

2.19%

PCI.AX

0.45%

PRU.AX

-0.94%

PXA.AX

-1.49%

PNI.AX

0.74%

PL8.AX

-0.66%

PLS.AX

-2.36%

PGF.AX

-1.94%

PNV.AX

-0.46%

PDI.AX

-0.59%

PMV.AX

-0.36%

PME.AX

5.11%

PFP.AX

-0.4%

PWH.AX

-1.81%

PYC.AX

-1.48%

QAN.AX

-1.06%

QBE.AX

1.43%

QAL.AX

-0.85%

QRI.AX

QUB.AX

1.05%

RMS.AX

0.2%

RHC.AX

-1.15%

REA.AX

4.64%

RDX.AX

1.59%

REH.AX

1.75%

RG1.AX

1.2%

RF1.AX

0.55%

RPL.AX

-2.95%

RGN.AX

REG.AX

-1.33%

RRL.AX

0.24%

RWC.AX

1.05%

RMD.AX

0.51%

RSG.AX

4.04%

SGLLV.AX

-0.19%

RIC.AX

0.4%

RIO.AX

1.67%

RXR.AX

0.3%

RXL.AX

-2.48%

RUL.AX

RFF.AX

-0.49%

RYM.AX

-1.18%

SFR.AX

3.41%

SMI.AX

-8.97%

STO.AX

2.48%

SCG.AX

-0.49%

SEK.AX

-0.48%

SHV.AX

-0.6%

SRV.AX

-0.74%

SSM.AX

-0.88%

SGH.AX

1.28%

SHA.AX

-2.65%

SIG.AX

0.98%

SLX.AX

SVL.AX

6.25%

SGM.AX

2.33%

SDR.AX

-1.64%

SKC.AX

1.85%

SPZ.AX

-2.36%

SIQ.AX

-0.68%

SHL.AX

-0.9%

S32.AX

2.51%

SX2.AX

-1.14%

SXE.AX

1.64%

SPK.AX

1.56%

SRG.AX

1.33%

SBM.AX

-3.9%

SMR.AX

-1.96%

SDF.AX

-1.32%

SGP.AX

-0.18%

SNZ.AX

SUN.AX

0.66%

SRL.AX

3.93%

SUL.AX

-0.07%

SLC.AX

-1.24%

SNL.AX

10.92%

SYL.AX

-5.52%

TAH.AX

-1.06%

TEA.AX

-2.73%

TNE.AX

-0.26%

TLX.AX

8.31%

TLS.AX

2.33%

TPW.AX

0.88%

A2M.AX

2.57%

TLC.AX

3.17%

SGR.AX

-5.71%

TVN.AX

4.62%

TWR.AX

-2.75%

TPG.AX

-2.03%

TCL.AX

TWE.AX

-1.11%

TUA.AX

-1.05%

TCG.AX

3.87%

TYR.AX

USL.AX

1.43%

UNI.AX

-1.88%

VAU.AX

2.56%

VNT.AX

0.69%

VCX.AX

0.4%

VGN.AX

-1.54%

VEA.AX

-0.48%

VUL.AX

-0.22%

VSL.AX

-1.76%

WA1.AX

2.64%

WGN.AX

1.36%

WAM.AX

WGB.AX

1.24%

WLE.AX

SOL.AX

0.68%

WPR.AX

0.41%

WEB.AX

0.21%

WBT.AX

2.17%

WES.AX

2.34%

WAF.AX

-0.27%

WGX.AX

-0.91%

WBC.AX

0.57%

WHF.AX

-0.37%

WHC.AX

1.11%

WIA.AX

-0.96%

WC8.AX

-5.43%

WTN.AX

WTC.AX

1.91%

WDS.AX

WOW.AX

0.86%

WOR.AX

1.92%

XRO.AX

-1.37%

YAL.AX

-0.18%

ZIM.AX

0.95%

ZIP.AX

-1.64%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.73	1.45	0.98
SSO ASX Small Caps	18.12	0.01	0.06
IVV S&P 500	67.11	-0.21	-0.31
NDQ Nasdaq	55.11	0.12	0.22
F100 FTSE 100	15.05	0.08	0.53
ASIA Asia Tech	15.78	0.27	1.74
IEU Europe	102.56	0.35	0.34
IEM Emerging Markets	86.87	0.36	0.42
Gold Gold	67.14	0.85	1.28
ACDC Battery Tech	152.90	0.77	0.51

COMMODITIES	Close($)	-/+	%
Gold	5,055.17	40.88	0.82
Silver	106.34	2.4676	2.38
Platinum	2,637.05	-120.6363	-4.37
Palladium	1,939.50	-42.5	-2.14
Ice Brent Crude	65.69	-0.19	-0.29
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6959	0.0044	0.64
Euro	1.1943	0.0064	0.54
British Pound	1.3768	0.0091	0.67
Canadian Dollar	1.3639	-0.0067	-0.49
New Zealand Dollar	0.5999	0.0028	0.47
Chinese Yuan	6.9545	0.0003	0
Japanese Yen	153.2300	-0.92	-0.6

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.84	0.41%	32.05%	3.52 5.02
DDR	Dicker Data Ltd	10.27	-0.1%	20.52%	7.58 10.94
GQG	Gqg Partners Inc	1.59	0.96%	-22.66%	1.43 2.61
HUB	Hub24 Ltd	103.38	2.25%	33.06%	48.84 122.03
JHX	James Hardie Ind	34.55	-3%	-34.34%	24.41 55.09
MGR	Mirvac Group	1.99	-0.5%	3.36%	1.88 2.46
NSR	National Storage Reit	2.75	0%	22.22%	2.05 2.85
PDN	Paladin Energy Ltd	13.23	-0.6%	44.67%	3.93 13.43
WTC	Wisetech Global Ltd	63.07	1.91%	-49.25%	61.30 130.50
XRO	Xero Ltd	99.83	-1.37%	-41.12%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.18	12.9
SNL	Supply Network	39.00	10.92
29M	29metals	0.48	10.34
DTR	Dateline Resourc	0.46	8.33
TLX	Telix Pharmaceut	11.86	8.31
CSC	Capstone Cdi	16.07	7.49
SVL	Silver Mines	0.26	6.25
ELS	Elsight	4.76	5.78
PME	Pro Medicus	190.17	5.11
MTM	Metallium	1.01	4.69

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SMI	Santana Minerals	1.07	-8.97
AAI	Alcoa Corpor Cdi	84.63	-8.85
360	Life360 Inc.	30.87	-8.64
NVA	Nova Mineral	1.18	-8.56
LOTDB	Lotus Resour Def	2.99	-7.72
CRN	Coronado Global	0.46	-7.14
MEK	Meeka Metals	0.27	-7.02
ARU	Arafura Rare Ear	0.27	-6.9
LRV	Larvotto Resourc	1.48	-6.65
INR	Ioneer	0.22	-6.52

OPINION

Latest Market Matters Opinions

27/01/2026 16:59

Broker Moves

• Alcoa Shares Fall as Morgan Stanley Downgrades on Low Upside (1) • Aurelia Rated New Buy at Blue Ocean; PT 55 Australian cents • Eureka Rated New Buy at Unified Capital; PT 77 Australian cents • Tabcorp Cut to Underweight at Morgan Stanley • Ramsay Health Cut to Underweight at Morgan Stanley; PT A$34.20 • Lottery Corp. Raised to Overweight at Morgan Stanley; PT A$5.70 • Gemlife Communities Group Rated New Neutral at Citi; PT A$5.60 • Sonic Healthcare Cut to Sell at Citi; PT A$21 • Supply Network Raised to Buy at Moelis & Company; PT A$42.90 • Scentre Group Cut to Underperform at Macquarie; PT A$3.64 • National Storage Cut to Neutral at Macquarie; PT A$2.63 • Pro Medicus Raised to Outperform at Macquarie; PT A$291.30 • HMC Capital Cut to Neutral at Macquarie; PT A$4.63 • GPT Group Cut to Neutral at Macquarie; PT A$5.55 • Charter Hall Retail Cut to Neutral at Macquarie; PT A$4.01 • Centuria Capital Raised to Neutral at Macquarie; PT A$2.10 • Charter Hall Long WALE Raised to Neutral at Macquarie; PT A$3.96 • Arena REIT Raised to Outperform at Macquarie; PT A$4 • TPG Telecom Cut to Underweight at JPMorgan; PT A$3.50 • Telstra Group Raised to Overweight at JPMorgan; PT A$5.25

27/01/2026 16:59

What Mattered Today

The ASX closed higher after a day off, buoyed by a powerful rally in precious and base metals stocks, with gold climbing to yet another all time high, now seemingly setting a new record every day, and Copper stocks chipping in too. While geopolitical noise remains in the background, the session had a risk-on feel as the rotation into resources showed no signs of slowing down with the index closing at its highest level since October.

ACTION

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Market Matters Content

Macro Monday (on Tuesday): Japan becomes the new market focus

Morning report 27/01/2026

Afternoon Report

The Match Out: Resources keep on firing, ASX climbs to 3-month high

Afternoon report 27/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/01/2026

Regal Investment Fund (RF1)

What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this? Finally, Visa and Netflix thoughts? Visa seems compelling value as does Netflix at the current prices

Ask James

Question asked 23/01/2026

Uranium & Boss Energy (BOE)

Welcome Back I know you don't hold (or rate) Boss Energy but in a situation where you were already on board (and all the recent bad news & uncertainty is in the price) would you hold, on based on a forecast rising commodity price lifting all boats, or would you look to drop it and invest in other Uranium miners? Thanks for all your help. Cheers Derek

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