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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-2.37%

ABG.AX

ASK.AX

A1G.AX

AGL.AX

0.54%

A1M.AX

4.13%

AIZ.AX

1.37%

AAI.AX

0.2%

ALK.AX

-1.56%

A4N.AX

-0.74%

ALQ.AX

-0.94%

AMC.AX

-0.03%

AOV.AX

-1.46%

AMP.AX

3.5%

ALD.AX

-0.28%

ANN.AX

0.11%

ANZ.AX

-1.95%

APA.AX

-0.25%

ARU.AX

0.81%

ARB.AX

0.75%

ARF.AX

ARG.AX

ALL.AX

-1.71%

AYA.AX

10.07%

APZ.AX

-2.17%

ASX.AX

1.21%

ALX.AX

-1.64%

AUB.AX

0.79%

AIA.AX

-0.3%

AZJ.AX

0.37%

AUC.AX

1.02%

ABB.AX

-0.92%

ASB.AX

0.44%

AAC.AX

0.38%

AEF.AX

0.93%

AFG.AX

5.4%

AFI.AX

0.3%

AUI.AX

-0.28%

ASG.AX

0.84%

BOQ.AX

-0.68%

BMN.AX

0.56%

BCI.AX

2.63%

BPT.AX

-1.91%

BGA.AX

0.25%

BGL.AX

-0.86%

BEN.AX

-0.36%

BNZ.AX

-2.5%

BHP.AX

-0.45%

BKI.AX

BC8.AX

1.19%

XYZ.AX

3.57%

BSL.AX

2.01%

BOE.AX

0.6%

BXB.AX

-0.13%

BVS.AX

0.69%

BRE.AX

7.72%

BRG.AX

0.34%

BGP.AX

BFL.AX

0.62%

BWP.AX

1.02%

CMM.AX

1.86%

CSC.AX

-2.08%

CAR.AX

0.15%

CIN.AX

CYL.AX

-1.51%

CAT.AX

-2.29%

CWP.AX

0.28%

CNI.AX

1.11%

CIP.AX

-0.5%

COF.AX

-0.53%

CHN.AX

-2.57%

CGF.AX

-1.01%

CIA.AX

1.94%

CHI.AX

-4%

CHC.AX

1.54%

CLW.AX

0.14%

CQR.AX

-0.39%

CQE.AX

0.75%

CNU.AX

-0.5%

C79.AX

1.27%

CVL.AX

-0.71%

CU6.AX

2.67%

CWY.AX

2.59%

CBO.AX

0.28%

COH.AX

-2.1%

CDA.AX

4.76%

COL.AX

0.35%

CKF.AX

2.34%

CBA.AX

-0.31%

CPU.AX

0.49%

CEN.AX

-4.6%

CXO.AX

CCP.AX

-0.28%

CMW.AX

0.62%

CSL.AX

-1.24%

CCL.AX

0.41%

DBI.AX

2.03%

DTL.AX

1.23%

DTR.AX

-5.08%

DYL.AX

3.55%

DRR.AX

-1.08%

DVP.AX

-1.46%

DXS.AX

0.9%

DXI.AX

-0.41%

DDR.AX

-0.11%

DGT.AX

-0.71%

DUI.AX

-0.79%

DJW.AX

-1.04%

DMP.AX

0.83%

DOW.AX

0.82%

DPM.AX

-1.2%

DRO.AX

7.34%

DUR.AX

-2.78%

DNL.AX

-0.16%

APE.AX

2.55%

EBO.AX

-0.22%

EIQ.AX

-2.44%

ELD.AX

-0.4%

EOS.AX

6.3%

ELV.AX

-0.43%

ELS.AX

0.42%

EHL.AX

2.04%

EMR.AX

-0.99%

EDV.AX

1.66%

ERA.AX

16.67%

EQR.AX

EQT.AX

0.34%

EVN.AX

-2.46%

EVT.AX

0.15%

FCL.AX

2.78%

FFM.AX

1.67%

FPH.AX

0.69%

FPR.AX

-1.21%

FBU.AX

-1.66%

FLT.AX

-2.37%

FML.AX

0.72%

FRS.AX

-3.16%

FMG.AX

-0.47%

FRW.AX

FGX.AX

0.73%

FGG.AX

0.31%

GLN.AX

1.04%

GLF.AX

1.42%

GDG.AX

2.64%

GNE.AX

1.63%

GMD.AX

-1.19%

GTK.AX

3.56%

GNP.AX

2.42%

GMG.AX

2.18%

GPT.AX

0.11%

GQG.AX

0.15%

GNG.AX

0.78%

GNC.AX

0.79%

GGP.AX

-0.62%

GOZ.AX

-0.23%

GCI.AX

GYG.AX

-3.28%

GWA.AX

0.24%

HSN.AX

2.2%

HVN.AX

-0.11%

HGH.AX

HM1.AX

0.35%

HLI.AX

-0.18%

HMC.AX

2.87%

HDN.AX

-0.61%

HUB.AX

-7.6%

IEL.AX

-1.47%

IGO.AX

-1.4%

ILU.AX

0.07%

IMD.AX

1.11%

IMR.AX

1.46%

IFT.AX

-0.05%

INA.AX

0.36%

ING.AX

IFL.AX

IAG.AX

0.4%

IDX.AX

-0.65%

IPG.AX

3.45%

IPX.AX

-2.73%

IPH.AX

1.15%

IRE.AX

0.7%

JHX.AX

1.63%

JBH.AX

0.65%

JDO.AX

0.33%

JIN.AX

-0.62%

JMS.AX

-0.91%

KAR.AX

0.75%

KLS.AX

1.63%

KCN.AX

-0.09%

KKC.AX

1.46%

GLS.AX

2.15%

L1G.AX

0.22%

LSF.AX

1.42%

LRV.AX

-0.75%

LFS.AX

0.27%

LLC.AX

-0.59%

LFG.AX

0.29%

360.AX

-0.67%

LIC.AX

-0.41%

LNW.AX

2.67%

LIN.AX

8.15%

LTR.AX

1.12%

LOV.AX

-1.07%

LYL.AX

2.19%

LYC.AX

-3.58%

MA1.AX

0.77%

MAF.AX

3.03%

MGH.AX

0.21%

MAH.AX

-2.34%

MQG.AX

0.75%

MAQ.AX

2.46%

MAD.AX

-1.84%

MFG.AX

1.67%

MAU.AX

-0.25%

MMS.AX

1.27%

MPL.AX

0.21%

MP1.AX

3.33%

MCY.AX

-0.28%

MEZ.AX

-0.87%

MSB.AX

0.87%

MLX.AX

-2.52%

MTS.AX

0.35%

MOT.AX

MXT.AX

0.77%

MFF.AX

-3.35%

MIN.AX

-0.47%

MI6.AX

2.3%

MIR.AX

1.51%

MGR.AX

-1.25%

MND.AX

0.52%

MYS.AX

0.65%

NAN.AX

2.43%

NAB.AX

0.15%

NSR.AX

NGI.AX

3.29%

NWL.AX

0.59%

NEU.AX

-0.08%

NHC.AX

0.8%

NMG.AX

NEM.AX

-0.39%

NWS.AX

0.07%

NXG.AX

1.96%

NXT.AX

NHF.AX

-1.12%

NCK.AX

-0.03%

NIC.AX

-1.01%

NEC.AX

NST.AX

-1.89%

NWH.AX

1.29%

NUF.AX

-0.21%

OCL.AX

3.64%

OML.AX

OPH.AX

-0.73%

OBM.AX

1.44%

ORI.AX

0.41%

ORG.AX

0.24%

ORA.AX

1.86%

PDN.AX

-1.45%

PNR.AX

0.79%

PPC.AX

2.67%

PPM.AX

0.83%

PRN.AX

-0.95%

PPT.AX

0.58%

PCI.AX

PRU.AX

-1.23%

PXA.AX

-1.67%

PNI.AX

-0.6%

PL8.AX

1.48%

PLS.AX

-2.57%

PGF.AX

0.68%

PNV.AX

1.48%

PDI.AX

-3.16%

PMV.AX

0.08%

PME.AX

-2.23%

PFP.AX

0.51%

PWH.AX

1.88%

PYC.AX

0.77%

QAN.AX

-0.92%

QBE.AX

-0.44%

QAL.AX

0.85%

QRI.AX

0.49%

QUB.AX

-0.5%

RAC.AX

-0.59%

RMS.AX

-0.63%

RHC.AX

-0.24%

REA.AX

1.07%

RDX.AX

REH.AX

2.27%

RF1.AX

0.29%

RPL.AX

-1.75%

RG1.AX

1.72%

RGN.AX

-0.44%

REG.AX

2.1%

RRL.AX

-1.17%

RWC.AX

1.63%

RMD.AX

-0.91%

RSG.AX

0.18%

SGLLV.AX

0.08%

RIC.AX

1.09%

RIO.AX

0.56%

RXL.AX

0.56%

RFF.AX

0.5%

RYM.AX

3.08%

SFR.AX

-2.03%

SMI.AX

-0.73%

STO.AX

-1.32%

SCG.AX

-0.14%

SEK.AX

-0.84%

SHV.AX

1.6%

SRV.AX

0.46%

SSM.AX

-0.25%

SGH.AX

-0.48%

SHA.AX

1.4%

SIG.AX

1.8%

SLX.AX

3.99%

SGM.AX

2.64%

SDR.AX

SKS.AX

-2.55%

SKC.AX

-0.91%

SIQ.AX

1.19%

SHL.AX

-0.79%

S32.AX

-0.34%

SX2.AX

6.14%

SXE.AX

-2.02%

SPK.AX

-0.14%

SRG.AX

0.68%

SBM.AX

-2.46%

SGQ.AX

SMR.AX

0.91%

SDF.AX

0.23%

SGP.AX

-1.28%

STK.AX

-1.19%

SNZ.AX

-0.15%

SUN.AX

0.18%

SRL.AX

-1.19%

SUL.AX

-0.83%

SLC.AX

-1.76%

SNL.AX

-0.97%

SYL.AX

9.82%

TAH.AX

1.17%

TEA.AX

0.47%

TNE.AX

-1.97%

TLX.AX

-2.85%

TLS.AX

-0.28%

TPW.AX

-0.82%

A2M.AX

-0.4%

TLC.AX

0.79%

SGR.AX

2.17%

TTT.AX

1.61%

TVN.AX

TWR.AX

-0.62%

TPG.AX

TCL.AX

-0.22%

TWE.AX

-1.1%

TUA.AX

-0.58%

TCG.AX

UNI.AX

0.13%

VAU.AX

-0.42%

VNT.AX

1.34%

VCX.AX

0.98%

VGN.AX

-1.2%

VEA.AX

1.96%

VUL.AX

5.95%

VSL.AX

-1.54%

WA1.AX

3.16%

WGN.AX

2.93%

WAM.AX

-0.72%

WGB.AX

-0.46%

WLE.AX

1.14%

SOL.AX

0.26%

WPR.AX

-0.4%

WEB.AX

-3.13%

WBT.AX

-1.23%

WES.AX

-0.09%

WAF.AX

-0.44%

WGX.AX

1.42%

WBC.AX

-0.05%

WHF.AX

0.2%

WHC.AX

3.46%

WIA.AX

2.08%

WC8.AX

0.52%

WTC.AX

0.46%

WDS.AX

-1.83%

WOW.AX

0.84%

WOR.AX

3.28%

XRO.AX

0.92%

YAL.AX

2.8%

ZIM.AX

1.55%

ZIP.AX

3.59%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.27	-0.33	-0.22
SSO ASX Small Caps	16.31	0.09	0.55
IVV S&P 500	66.17	0.25	0.38
NDQ Nasdaq	54.86	0.21	0.38
F100 FTSE 100	15.12	-0.03	-0.2
ASIA Asia Tech	17.32	0.4	2.36
IEU Europe	100.71	0.51	0.51
IEM Emerging Markets	89.37	0.84	0.95
Gold Gold	61.24	-0.11	-0.18
ACDC Battery Tech	167.27	3.21	1.96

COMMODITIES	Close($)	-/+	%
Gold	4,792.69	-26.9521	-0.56
Silver	78.92	-0.987	-1.24
Platinum	2,071.70	-17.3057	-0.83
Palladium	1,554.79	3.2867	0.21
Ice Brent Crude	93.80	3.42	3.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7166	-0.0011	-0.15
Euro	1.1772	-0.0015	-0.13
British Pound	1.3512	-0.002	-0.15
Canadian Dollar	1.3646	0.0004	0.03
New Zealand Dollar	0.5906	0.0017	0.29
Chinese Yuan	6.8152	-0.002	-0.03
Japanese Yen	158.9800	0.19	0.12

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	3.31%	75.36%	0.30 0.75
BGL	Bellevue Gold Ltd	1.73	-0.72%	76.65%	0.78 2.00
BHP	Bhp Group Ltd	55.44	-0.46%	52.66%	35.52 59.39
FMG	Fortescue Ltd	21.05	-0.57%	40.29%	14.31 23.38
NHC	New Hope Corporation Ltd	5.06	0.9%	38.40%	3.54 6.14
WHC	Whitehaven Coal Ltd	7.91	3.33%	57.73%	4.70 9.90
NEM	Newmont Cdi	159.02	-0.41%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.67	1.96%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	17.85	-1.95%	87.63%	9.41 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	16.67
AYA	Artrya	4.59	10.07
SYL	Symal Group	2.46	9.82
LIN	Lindian Resource	1.00	8.15
BRE	Brazilian Rare	4.82	7.72
DRO	Droneshield	3.88	7.34
EOS	Electro Optic Sy	10.63	6.3
SX2	Southern Cro Cdi	11.41	6.14
VUL	Vulcan Energy	3.74	5.95
AFG	Australian Finan	2.05	5.4

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
HUB	Hub24	88.20	-7.6
DTR	Dateline Resourc	0.28	-5.08
CEN	Contact Energy	7.67	-4.6
CHI	Channel Infrastr	2.40	-4
LYC	Lynas Rare Earth	19.66	-3.58
MFF	Mff Capital Inve	4.62	-3.35
GYG	Guzman Y Gomez	20.35	-3.28
PDI	Predictive Disco	0.92	-3.16
FRS	Forrestania Res	0.46	-3.16
WEB	Web Travel Group	2.79	-3.13

OPINION

Latest Market Matters Opinions

21/04/2026 09:23

NEXTDC Ltd (NXT) $13.89

Australian major Data Centre operator NEXTDC (ASX:NXT) Is tapping the market for funds again: This time it's undertaking a $1.5 billion (US$1.1 billion) capital raise, as demand for capacity at its facilities surges. NXT has consistently tapped equity markets over the last decade, almost annually since COVID, increasing deal size over time, as capital intensity rises with hyperscale and AI demand.

21/04/2026 09:22

Goodman Group (ASX:GMG) $29.82

GMG, one of the world's largest industrial property companies, has made one of the most significant strategic pivots on the ASX, transforming from a logistics and warehouse landlord into a major force in global DC development. Data centres now account for almost 70% of Goodman's total development work-in-progress of $12.4 billion, with that figure projected to grow to over $17.5 billion by June 2026, anchored by a secured pipeline of 1.8 gigawatts across power-constrained metro locations in Sydney, Tokyo, Paris, Frankfurt, Los Angeles and Hong Kong.

ACTION

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Market Matters Content

What Matters Today: NextDC Raises $1.1 Billion — Why are ASX Data Centre Stocks soft as demand surges?

Morning report 21/04/2026

Afternoon Report

The Match Out: Bad news, flat close — the ASX refuses to flinch

Afternoon report 20/04/2026

Ask James ASK A QUESTION

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Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

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Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

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Latest View Points

EQIX US

GMG

NXT

NAB

PDN

ZIP

CLNE

URNM

FUEL

EVN

NXG

NHC

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Morning Report

What Matters Today: NextDC Raises $1.1 Billion — Why are ASX Data Centre Stocks soft as demand surges?

Morning report 21/04/2026

Afternoon Report

The Match Out: Bad news, flat close — the ASX refuses to flinch

Afternoon report 20/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 18/04/2026

Hybrids

In your opinion what is the best bank hybrids currently around at the moment for yield

Ask James

Question asked 18/04/2026

Franked Dividends of the banks

My question is that ANZ is one of your most favoured banks yet it does not pay a fully franked divided. What am I missing? Regards Ray

Latest View Points

EQIX US

GMG

NXT

NAB

PDN

ZIP

CLNE

URNM

FUEL

EVN

NXG

NHC

Chart of the week

NYSE Index v it’s A-D Line – Source Tom McClelland

Aus. Investment blog Subscribe to blog

Xero (XRO) Share Price Surges — Is the Software Sector Recovery Real?

Xero and WiseTech are leading the market higher this morning as US software stocks shrugs off AI Disruption fears.

ASX:XRO 14/04/2026

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 14/04/2026

Opinion + Action