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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-4.62%

4DX.AX

-5.1%

ABG.AX

AIS.AX

-2.33%

AGL.AX

-0.11%

A1M.AX

3.38%

AIZ.AX

1.45%

AAI.AX

-7.32%

ALK.AX

0.32%

A4N.AX

-1.94%

ALQ.AX

-1.84%

AMC.AX

-0.09%

AOV.AX

AMP.AX

-1.27%

ALD.AX

0.98%

ANN.AX

1.33%

ANZ.AX

4.53%

APA.AX

0.2%

ARU.AX

-2.27%

ARB.AX

-0.61%

ARF.AX

-0.43%

ARG.AX

ALL.AX

-0.08%

AYA.AX

-2.29%

APZ.AX

-0.97%

ASX.AX

9.03%

ALX.AX

AUB.AX

-0.44%

AIA.AX

-0.55%

AXQ.AX

3.37%

AMI.AX

-1.28%

AZJ.AX

0.48%

AUC.AX

-1.82%

ABB.AX

-1.61%

ASB.AX

-6.77%

AAC.AX

-0.37%

AEF.AX

AFI.AX

-0.29%

AUI.AX

0.68%

BOQ.AX

0.59%

BMN.AX

BCI.AX

1.06%

BPT.AX

-1.16%

BGA.AX

-0.16%

BGL.AX

-1.94%

BEN.AX

0.36%

BNZ.AX

-2.56%

BHP.AX

BKI.AX

1.03%

BC8.AX

-1.79%

XYZ.AX

-1.01%

BSL.AX

-1.94%

BOE.AX

-1.32%

BXB.AX

-1.31%

BVS.AX

12.1%

BRE.AX

11.03%

BRG.AX

-1.97%

BFL.AX

-0.13%

BWP.AX

0.26%

CMM.AX

-0.8%

CSC.AX

-0.88%

CAR.AX

-1.59%

CIN.AX

0.42%

CYL.AX

-0.62%

CAT.AX

-0.28%

CWP.AX

0.42%

CNI.AX

6.04%

CIP.AX

-0.97%

COF.AX

-1.13%

CHN.AX

-1.45%

CGF.AX

0.82%

CIA.AX

0.29%

CHC.AX

-0.93%

CLW.AX

-3.17%

CQR.AX

-0.24%

CQE.AX

-2.37%

CNU.AX

-1.76%

C79.AX

CVL.AX

0.54%

CU6.AX

-0.36%

CWY.AX

15.19%

CBO.AX

0.29%

COH.AX

1.71%

CDA.AX

-0.56%

COL.AX

0.98%

CKF.AX

CBA.AX

-2.15%

CPU.AX

0.37%

CEN.AX

CXO.AX

-2.78%

CCP.AX

0.23%

CMW.AX

-1.15%

CSL.AX

-0.66%

CCL.AX

-2.21%

DBI.AX

-0.75%

DTL.AX

-0.3%

DYL.AX

-2.62%

DRR.AX

-0.23%

DVP.AX

-0.78%

DXS.AX

-1%

DXI.AX

0.43%

DDR.AX

0.24%

DGT.AX

1.1%

DJW.AX

1.02%

DMP.AX

0.41%

DOW.AX

-1.04%

DPM.AX

-0.24%

DRO.AX

-1.47%

DUR.AX

-1.36%

DNL.AX

-0.26%

APE.AX

-1.14%

EBO.AX

-0.93%

EIQ.AX

-3.92%

ELD.AX

0.88%

EOS.AX

-0.93%

ELV.AX

4.24%

ELS.AX

-5.67%

EHL.AX

0.48%

EMR.AX

-0.46%

EDV.AX

-1.93%

EQR.AX

-6.25%

EUR.AX

-3.28%

EVN.AX

-1.16%

EVT.AX

0.14%

FDC.AX

FCL.AX

2.38%

FFM.AX

-2.01%

FPH.AX

-0.06%

FPR.AX

1.71%

FBU.AX

0.32%

FLT.AX

-0.61%

FML.AX

-0.5%

FRS.AX

-2.53%

FMG.AX

-0.45%

FRW.AX

-0.58%

FGX.AX

1.46%

FGG.AX

-0.3%

GLF.AX

2.28%

GDG.AX

-3.52%

GNE.AX

0.47%

GMD.AX

-1.73%

GNP.AX

0.55%

GMG.AX

1.08%

GPT.AX

-0.39%

GQG.AX

-2.72%

GNG.AX

-2.01%

GNC.AX

GGP.AX

-0.72%

G6M.AX

1.21%

GOZ.AX

-1.35%

GCI.AX

0.49%

GYG.AX

1.16%

GWA.AX

0.42%

HSN.AX

HVN.AX

-1.83%

HGH.AX

HM1.AX

0.66%

HLI.AX

-4.8%

HMC.AX

-0.33%

HDN.AX

-5.49%

HUB.AX

-1.55%

IEL.AX

-3.69%

IGO.AX

-2.35%

ILU.AX

-2.57%

IMD.AX

-0.25%

IMR.AX

5.13%

IFT.AX

-0.16%

INA.AX

1.64%

ING.AX

6.7%

IAG.AX

-5.1%

IDX.AX

0.45%

IPG.AX

IPX.AX

-3.35%

IPH.AX

-1.18%

IRE.AX

4.02%

JHX.AX

-0.48%

JBH.AX

-1.16%

JDO.AX

-1.08%

JMS.AX

1.92%

KAR.AX

-0.29%

KLS.AX

0.21%

KCN.AX

1.48%

KKC.AX

GLS.AX

-0.49%

LGF.AX

0.91%

L1G.AX

LSF.AX

0.87%

LRV.AX

-3.95%

LFS.AX

LLC.AX

0.64%

LFG.AX

0.31%

360.AX

-0.17%

LIC.AX

3.42%

LNW.AX

2.41%

LIN.AX

2.45%

LTR.AX

-1.2%

LOV.AX

-1.8%

LYL.AX

-1.97%

LYC.AX

-1.71%

MA1.AX

MAF.AX

-0.32%

MGH.AX

2.05%

MAH.AX

-2.45%

MQG.AX

-0.6%

MAQ.AX

1.92%

MAD.AX

-2.57%

MFG.AX

-0.19%

MMS.AX

-0.15%

MPL.AX

-1.17%

MP1.AX

4.94%

MCY.AX

MEZ.AX

-0.44%

MSB.AX

-0.83%

MLX.AX

-1.89%

MTS.AX

-0.64%

MEI.AX

MOT.AX

MXT.AX

MFF.AX

0.19%

MIN.AX

-1.61%

MI6.AX

-3.11%

MIR.AX

-1.53%

MGR.AX

MND.AX

-0.57%

MYS.AX

0.62%

NAN.AX

0.28%

NAB.AX

1.17%

NGI.AX

-3.36%

NWL.AX

-1.43%

NEU.AX

1.12%

NHC.AX

0.19%

NMG.AX

1.72%

NEM.AX

-0.09%

NWS.AX

NXG.AX

-0.93%

NXT.AX

1.66%

NHF.AX

0.55%

NCK.AX

-1.82%

NIC.AX

-1.19%

NEC.AX

-1.52%

NST.AX

0.35%

NWH.AX

-0.54%

NUF.AX

-0.34%

OCL.AX

-1.25%

OML.AX

OPH.AX

-1.98%

OBM.AX

-0.37%

ORI.AX

-0.87%

ORG.AX

5.33%

ORA.AX

-1.98%

PDN.AX

-1.67%

PNR.AX

-1.2%

PPC.AX

-0.28%

PPM.AX

-0.82%

PRN.AX

PPT.AX

0.63%

PCI.AX

PRU.AX

0.18%

PXA.AX

-0.51%

PNI.AX

-0.75%

PL8.AX

1.75%

PLS.AX

-0.41%

PGF.AX

-3.2%

PNV.AX

PDI.AX

1.9%

PMV.AX

2.59%

PME.AX

1.12%

PWH.AX

-0.39%

PYC.AX

-1.83%

QAN.AX

-0.69%

QBE.AX

-0.8%

QAL.AX

3.07%

QRI.AX

-0.32%

RMS.AX

-1.35%

RHC.AX

-0.02%

REA.AX

-1.05%

RDX.AX

-0.26%

REH.AX

-2%

RF1.AX

2.23%

RPL.AX

-0.35%

RG1.AX

-0.75%

RGN.AX

-0.42%

REG.AX

-0.16%

RRL.AX

-0.13%

RWC.AX

0.27%

RMD.AX

1.11%

RSG.AX

-0.87%

SGLLV.AX

0.44%

RIC.AX

-1.03%

RIO.AX

-3.57%

RXL.AX

-1.02%

RFF.AX

RYM.AX

2.06%

SFR.AX

-2.09%

SMI.AX

-1.83%

STO.AX

0.12%

SCG.AX

-2.32%

SEK.AX

1.02%

SHV.AX

2.88%

SRV.AX

-1.2%

SSM.AX

-1.6%

SGH.AX

-1.47%

SHA.AX

-0.9%

SIG.AX

0.68%

SLX.AX

1.51%

SGM.AX

0.27%

SDR.AX

0.26%

SKS.AX

1.67%

SKC.AX

-1.96%

SIQ.AX

-1.12%

SHL.AX

0.45%

S32.AX

-0.6%

SX2.AX

0.41%

SXE.AX

0.22%

SPK.AX

-1.85%

SRG.AX

0.57%

SBM.AX

-2.4%

SMR.AX

2.81%

SDF.AX

0.38%

SGP.AX

-0.7%

SKG.AX

-0.39%

SNZ.AX

-1.74%

SUN.AX

3.28%

SRL.AX

1.19%

SUL.AX

-0.08%

SLC.AX

-3.11%

SNL.AX

-2.16%

SYL.AX

TAH.AX

-1.09%

TEA.AX

-0.54%

TNE.AX

-0.43%

TLX.AX

2.84%

TLS.AX

-3.2%

TPW.AX

-1.87%

A2M.AX

0.73%

TLC.AX

-0.37%

SGR.AX

-3.57%

TVN.AX

1.75%

THL.AX

3.96%

TWR.AX

0.32%

TPG.AX

-0.28%

TCL.AX

-0.48%

TWE.AX

4.91%

TUA.AX

-0.48%

TCG.AX

3.03%

USL.AX

-4.19%

UNI.AX

-3.01%

VAU.AX

-0.66%

VNT.AX

-0.5%

VCX.AX

VGN.AX

-0.73%

VMM.AX

VGL.AX

-1.36%

VEA.AX

0.74%

VUL.AX

-4.52%

VSL.AX

-1.74%

VYS.AX

-1.29%

WA1.AX

-3.38%

WGN.AX

WAM.AX

-0.65%

WGB.AX

-0.9%

WLE.AX

-0.37%

SOL.AX

0.73%

WPR.AX

-0.4%

WQG.AX

0.96%

WEB.AX

-1.14%

WBT.AX

-0.43%

WES.AX

-0.94%

WAF.AX

-1.42%

WGX.AX

-0.51%

WBC.AX

0.93%

WHF.AX

0.4%

WHC.AX

0.39%

WIA.AX

4.44%

WC8.AX

WTC.AX

1.68%

WDS.AX

-0.7%

WOW.AX

0.66%

WOR.AX

-1.63%

XRO.AX

-0.26%

YAL.AX

-0.69%

ZIM.AX

-3.81%

ZIP.AX

-0.72%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.44	0.03	0.02
SSO ASX Small Caps	15.06	-0.13	-0.86
IVV S&P 500	73.19	0.29	0.4
NDQ Nasdaq	61.37	0.38	0.62
F100 FTSE 100	15.51	0.1	0.65
ASIA Asia Tech	20.66	0.41	2.02
IEU Europe	100.48	0.12	0.12
IEM Emerging Markets	94.84	0.7	0.74
Gold Gold	56.83	-0.03	-0.05
ACDC Battery Tech	132.53	0.88	0.67

COMMODITIES	Close($)	-/+	%
Gold	4,371.59	-35.4712	-0.8
Silver	64.76	-0.5363	-0.82
Platinum	1,725.85	-30.9	-1.76
Palladium	1,322.15	-47.352	-3.46
Ice Brent Crude	88.55	-0.36	-0.4
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7056	-0.0004	-0.06
Euro	1.1534	0.0011	0.1
British Pound	1.3497	0.0005	0.04
Canadian Dollar	1.3951	0.0012	0.09
New Zealand Dollar	0.5844	-0.0013	-0.22
Chinese Yuan	6.7422	-0.0011	-0.02
Japanese Yen	159.2500	-0.16	-0.1

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	3.38%	138.71%	0.30 0.85
BGL	Bellevue Gold Limited	1.52	-1.94%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	63.45	0%	53.78%	39.30 65.98
FMG	Fortescue Ltd	17.88	-0.45%	-8.65%	17.65 23.38
NHC	New Hope Corporation Ltd	5.37	0.19%	16.52%	3.77 6.17
WHC	Whitehaven Coal Limited	7.73	0.39%	6.35%	5.94 9.90
NEM	Newmont Cdi	165.38	-0.09%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.94	-0.93%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.12	-2.09%	85.15%	11.65 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CWY	Cleanaway Waste	2.73	15.19
BVS	Bravura Solution	3.52	12.1
BRE	Brazilian Rare	4.73	11.03
ASX	Asx	60.52	9.03
ING	Inghams Group	2.23	6.7
CNI	Centuria Capital	1.58	6.04
ORG	Origin Energy	11.86	5.33
IMR	Imricor Medical	2.05	5.13
MP1	Megaport	21.68	4.94
TWE	Treasury Wine Es	5.77	4.91

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AAI	Alcoa Corpor Cdi	73.19	-7.32
ASB	Austal	4.13	-6.77
EQR	Eq Resources	0.30	-6.25
ELS	Elsight	6.49	-5.67
HDN	Homeco Daily Nee	1.21	-5.49
IAG	Insurance Austra	7.81	-5.1
4DX	4dmedical	3.91	-5.1
HLI	Helia Group	5.75	-4.8
29M	29metals	0.31	-4.62
VUL	Vulcan Energy	2.96	-4.52

OPINION

Latest Market Matters Opinions

13/08/2026 16:57

ASX Ltd (ASX: ASX) $60.52

ASX +9.03%: delivered a better-than-expected FY26 result and an encouraging start to FY27, sending shares up as much as 13% and reversing much of the weakness following May's cost update. The key positive was broad-based revenue strength, particularly across listings and cash trading, while management highlighted its strongest listings pipeline in several years and solid early FY27 trading volumes.

13/08/2026 16:55

Broker Moves

• Amcor GDRs Cut to Hold at CLSA; PT A$68.80 • Seek Cut to Hold at CLSA; PT A$14 • Dexus Industria REIT Raised to Buy at Bell Potter; PT A$2.70 • Computershare Cut to Hold at Jefferies; PT A$39.50

ACTION

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Market Matters Content

What Matters Today: Is it time to revisit Defence Stocks after Austal’s takeover bid?

Morning report 13/08/2026

Afternoon Report

The Match Out: Reporting season kicks into gear, ASX closes lower

Afternoon report 13/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

James, I don’t usually write empty praises, just to win favours or encourage you, but reading your reply to “The psychology of investing” almost perfectly described me. After about 40 years of trading/investing on the ASX, at the age of 88, I still find it difficult to except a losing decision, and crystallize the loss, by selling it. Consequently, I hold some stock, like WTC, with large losses. I tell myself, management private behavior, should not influence the share price. The market says otherwise. I know about fighting the tape, but… When I do sell a stock, even for a very small profit, I do feel elated. My other problem area is selling high dividend paying shares. I suspect, many other subscriber feels the same. The best example is GQG. Its price is falling since 2024, but it pays nearly ~11% dividend! … and it pays it 4 times a year. I suspect, they paying it that frequently, to remind everyone “I am high yielding”. I keep asking myself “if I sell GQG, where can I invest this money, showing better than 10%?”. I do ask myself your suggested question “If I did not already own this stock, would I buy it today at the current price?”, but unfortunately, I come up with the wrong answer! Best regards, John G

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

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Latest View Points

TLS

AMC

CLW

TWE

ASX

IAG

ANZ

EOS

DRO

DFND

ASB

PMV

Chart of the week

The Australian Dollar (A$)

Aus. Investment blog Subscribe to blog

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 05/08/2026

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 05/08/2026

Morning Report

What Matters Today: Is it time to revisit Defence Stocks after Austal’s takeover bid?

Morning report 13/08/2026

Afternoon Report

The Match Out: Reporting season kicks into gear, ASX closes lower

Afternoon report 13/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Latest View Points

TLS

AMC

CLW

TWE

ASX

IAG

ANZ

EOS

DRO

DFND

ASB

PMV

Chart of the week

The Australian Dollar (A$)

Aus. Investment blog Subscribe to blog

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 05/08/2026

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 05/08/2026

Opinion + Action