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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

7.29%

4DX.AX

-8.51%

ABG.AX

-0.85%

ASK.AX

0.32%

AX1.AX

-1.08%

AIS.AX

5.47%

AGL.AX

0.34%

A1M.AX

1.6%

AIZ.AX

-1%

AAI.AX

3.07%

ALK.AX

-2.41%

A4N.AX

-3.98%

ALQ.AX

-0.57%

AMC.AX

-1.24%

AOV.AX

-1.97%

AMP.AX

-1.43%

AEL.AX

-2.51%

ALD.AX

-3.89%

ASL.AX

-0.4%

ANN.AX

-1.39%

AZY.AX

13.61%

ANZ.AX

-0.52%

APA.AX

-0.78%

ARU.AX

-1.85%

ARB.AX

-2.18%

ARF.AX

0.84%

ARG.AX

-0.55%

ALL.AX

-2.84%

AYA.AX

-5.38%

APZ.AX

-1.26%

ASX.AX

-0.3%

ALX.AX

-0.41%

AUB.AX

-4.73%

AIA.AX

-0.84%

AMI.AX

-1.43%

AZJ.AX

-0.28%

AUC.AX

5.86%

ABB.AX

-0.21%

ASB.AX

AAC.AX

-2.53%

ACL.AX

-1.48%

AEF.AX

-4.16%

AFG.AX

-5.09%

AFI.AX

AUI.AX

0.09%

ASG.AX

BOQ.AX

-1.88%

BMN.AX

17.08%

BAP.AX

0.93%

BCI.AX

1.12%

BPT.AX

0.83%

BLX.AX

-2.62%

BGA.AX

0.17%

BGL.AX

1.35%

BEN.AX

-0.36%

BNZ.AX

21.78%

BHP.AX

1.71%

BKI.AX

-0.29%

BC8.AX

0.32%

XYZ.AX

-3.96%

BSL.AX

BMC.AX

4.24%

BOE.AX

10%

BXB.AX

0.7%

BVS.AX

-5.93%

BRE.AX

7.59%

BRG.AX

-0.64%

BGP.AX

-1.96%

BFL.AX

-0.57%

BWP.AX

CMM.AX

1.78%

CSC.AX

4.42%

CAR.AX

-2.27%

CIN.AX

CYL.AX

0.11%

CAT.AX

-6.84%

CWP.AX

-2.88%

CNI.AX

-2.93%

CIP.AX

COF.AX

-1.37%

CHN.AX

-0.41%

CGF.AX

-2.05%

CIA.AX

0.63%

CHC.AX

-2.16%

CLW.AX

-0.5%

CQR.AX

CQE.AX

-1.02%

CNU.AX

0.86%

C79.AX

-0.97%

CVL.AX

-1.49%

CU6.AX

-4.89%

CWY.AX

CUV.AX

-3.47%

CBO.AX

-1.78%

COH.AX

-3.47%

CDA.AX

0.05%

COL.AX

-1.41%

CKF.AX

0.09%

CBA.AX

0.19%

CPU.AX

-2.88%

CEN.AX

-0.25%

CXO.AX

-3.57%

CRN.AX

-5.49%

CCP.AX

-0.98%

CMW.AX

-1.16%

CSL.AX

-1.15%

CCL.AX

-1.82%

DBI.AX

0.21%

DTL.AX

3.66%

DTR.AX

-10.99%

DYL.AX

10.68%

DRR.AX

-1.1%

DVP.AX

0.36%

DXS.AX

-0.15%

DXI.AX

-0.39%

DDR.AX

-0.88%

DGT.AX

3.83%

DUI.AX

0.57%

DJW.AX

DMP.AX

-0.25%

DOW.AX

0.76%

DPM.AX

2.67%

DRO.AX

-5.5%

DUR.AX

1.84%

DNL.AX

-0.84%

APE.AX

-1.66%

EBO.AX

-3.36%

ELD.AX

0.41%

EOS.AX

-2.85%

ELV.AX

-13.76%

ELS.AX

-0.42%

EHL.AX

-0.75%

EMR.AX

2.74%

EDV.AX

-0.79%

EOL.AX

-4.41%

ERA.AX

EQR.AX

8.57%

EQT.AX

-1.16%

EUR.AX

3.51%

EVN.AX

EVT.AX

0.56%

FCL.AX

-9.16%

FFM.AX

3.32%

FPH.AX

-0.51%

FPR.AX

-0.35%

FBU.AX

FLT.AX

1.03%

FML.AX

6.99%

FMG.AX

-1.1%

FRW.AX

-0.16%

FGX.AX

-1.12%

FGG.AX

-0.32%

GEM.AX

-1.48%

GLN.AX

GLF.AX

-0.78%

GDG.AX

-0.35%

GNE.AX

-1.43%

GMD.AX

2.52%

GTK.AX

-0.88%

GNP.AX

-3.02%

GMG.AX

-1.1%

GPT.AX

-0.19%

GQG.AX

0.95%

GNG.AX

2.1%

GNC.AX

0.28%

GGP.AX

-0.64%

GOZ.AX

-2.51%

GCI.AX

-0.48%

GYG.AX

-0.88%

GWA.AX

0.37%

HSN.AX

-2.03%

HVN.AX

-2.99%

HLS.AX

-2.14%

HGH.AX

-2.78%

HM1.AX

-0.63%

HLI.AX

-2.4%

HMC.AX

0.97%

HDN.AX

HUB.AX

-1.61%

IEL.AX

-1.33%

IGO.AX

-2.88%

ILU.AX

-2.71%

IMD.AX

0.79%

IMM.AX

IMR.AX

-2.37%

IFT.AX

-0.94%

INA.AX

0.2%

ING.AX

1.59%

IFL.AX

IAG.AX

IDX.AX

-2.65%

INR.AX

-2.33%

IPX.AX

-0.12%

IPH.AX

-0.79%

IRE.AX

-1.86%

JHX.AX

-1.85%

JBH.AX

-3.34%

JDO.AX

JIN.AX

-5.84%

JMS.AX

1.79%

KAR.AX

2.75%

KLS.AX

-1.96%

KCN.AX

KKC.AX

0.43%

GLS.AX

1.08%

L1G.AX

-0.42%

LSF.AX

-1.81%

LRV.AX

0.34%

LFS.AX

0.99%

LLC.AX

-0.2%

LFG.AX

-2.7%

360.AX

-7.61%

LIC.AX

-0.18%

LNW.AX

-0.04%

LIN.AX

1.06%

LTR.AX

-0.47%

LOTDB.AX

6.02%

LOV.AX

-1.83%

LYL.AX

-0.26%

LYC.AX

1.19%

MA1.AX

MAF.AX

-3.71%

MGH.AX

0.37%

MAH.AX

MQG.AX

-1.09%

MAQ.AX

-1.86%

MAD.AX

-2.78%

MFG.AX

-2.45%

MMS.AX

-0.12%

MPL.AX

1.54%

MEK.AX

MP1.AX

-3.28%

MCY.AX

-0.73%

MEZ.AX

1.86%

MSB.AX

0.37%

MTM.AX

-0.5%

MLX.AX

1.55%

MTS.AX

-0.6%

MEI.AX

-1.96%

MOT.AX

-0.51%

MXT.AX

MFF.AX

-0.82%

MGX.AX

2.13%

MIN.AX

-0.89%

MI6.AX

2.08%

MIR.AX

MGR.AX

-0.5%

MND.AX

-1.71%

MYR.AX

-6.12%

MYS.AX

-0.66%

NAN.AX

NAB.AX

-0.02%

NSR.AX

NGI.AX

-0.31%

NWL.AX

-4.22%

NEU.AX

-1.89%

NHC.AX

0.44%

NMG.AX

-4%

NEM.AX

1.58%

NWS.AX

-1.82%

NXG.AX

4.63%

NXT.AX

-2.7%

NHF.AX

-0.6%

NCK.AX

-2.22%

NIC.AX

0.53%

NEC.AX

-0.9%

NST.AX

3.25%

NVA.AX

6.38%

NWH.AX

2.84%

NUF.AX

-1.25%

NXL.AX

-4.41%

OCL.AX

-2.01%

OCA.AX

1.37%

OML.AX

OPH.AX

-0.3%

OBM.AX

4.36%

ORI.AX

-0.31%

ORG.AX

ORA.AX

-0.97%

PDN.AX

5.37%

PNR.AX

2.87%

PPC.AX

-0.48%

PPM.AX

-2.51%

PRN.AX

0.33%

PPT.AX

-1.52%

PCI.AX

-0.45%

PRU.AX

2.23%

PXA.AX

0.5%

PNI.AX

-1.53%

PL8.AX

-0.99%

PLS.AX

-3.02%

PGF.AX

PNV.AX

-4.61%

PDI.AX

2.98%

PMV.AX

-3.69%

PME.AX

-2.05%

PFP.AX

0.6%

PWH.AX

-1.12%

PYC.AX

QAN.AX

1.37%

QBE.AX

-1.21%

QAL.AX

-3.74%

QRI.AX

0.31%

QUB.AX

-0.62%

RMS.AX

0.81%

RHC.AX

-0.52%

REA.AX

-2.58%

RDX.AX

-0.94%

REH.AX

-0.93%

RG1.AX

-1.19%

RF1.AX

0.82%

RPL.AX

-3.34%

RGN.AX

-0.43%

REG.AX

0.3%

RRL.AX

1.55%

RWC.AX

RMD.AX

-2.07%

RSG.AX

2.12%

SGLLV.AX

3.71%

RIC.AX

-2.79%

RIO.AX

2.39%

RXR.AX

1.04%

RXL.AX

1.69%

RUL.AX

RFF.AX

RYM.AX

-1.98%

SFR.AX

2.74%

SMI.AX

8.45%

STO.AX

3.02%

SCG.AX

-0.98%

SEK.AX

-2.63%

SHV.AX

-4.64%

SRV.AX

-2.1%

SSM.AX

-1.34%

SGH.AX

-0.8%

SHA.AX

SIG.AX

SLX.AX

7.41%

SVL.AX

7.84%

SGM.AX

0.49%

SDR.AX

-2.4%

SKC.AX

-0.61%

SPZ.AX

1.61%

SIQ.AX

-2.86%

SHL.AX

-1.43%

S32.AX

1.33%

SX2.AX

0.98%

SXE.AX

-0.81%

SPK.AX

-1.79%

SRG.AX

-0.33%

SBM.AX

4.05%

SMR.AX

-2.33%

SDF.AX

0.19%

SGP.AX

-0.93%

SNZ.AX

-2.45%

SUN.AX

-0.48%

SRL.AX

0.3%

SUL.AX

-0.76%

SLC.AX

-1.26%

SNL.AX

-1.13%

SYL.AX

-1.54%

TAH.AX

0.53%

TEA.AX

0.7%

TNE.AX

-2.36%

TLX.AX

-1.77%

TLS.AX

-0.41%

TPW.AX

-6.62%

A2M.AX

-0.6%

TLC.AX

-0.38%

SGR.AX

TVN.AX

1.47%

TWR.AX

1.89%

TPG.AX

0.52%

TCL.AX

-0.14%

TWE.AX

-1.68%

TUA.AX

-3.31%

TCG.AX

-0.62%

TYR.AX

-2.02%

USL.AX

-1.41%

UNI.AX

0.48%

VAU.AX

VNT.AX

0.34%

VCX.AX

-1.2%

VGN.AX

VEA.AX

-1.45%

VUL.AX

-2.92%

VSL.AX

-2.48%

WA1.AX

2.69%

WGN.AX

-4.03%

WAM.AX

WGB.AX

-0.41%

WLE.AX

SOL.AX

-1.06%

WPR.AX

-1.21%

WEB.AX

-2.1%

WBT.AX

-7.18%

WES.AX

-0.65%

WAF.AX

3.5%

WGX.AX

1.18%

WBC.AX

-0.23%

WHF.AX

0.19%

WHC.AX

0.99%

WIA.AX

-5.83%

WC8.AX

-6.9%

WTN.AX

WTC.AX

-3.76%

WDS.AX

2.71%

WOW.AX

-0.75%

WOR.AX

-0.53%

XRO.AX

-1.92%

YAL.AX

0.71%

ZIM.AX

-0.9%

ZIP.AX

-4.01%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.53	-0.2	-0.13
SSO ASX Small Caps	18.08	-0.04	-0.22
IVV S&P 500	66.65	-0.46	-0.69
NDQ Nasdaq	55.00	-0.11	-0.2
F100 FTSE 100	15.08	0.03	0.2
ASIA Asia Tech	16.07	0.29	1.84
IEU Europe	102.71	0.15	0.15
IEM Emerging Markets	87.78	0.91	1.05
Gold Gold	68.84	1.7	2.53
ACDC Battery Tech	153.01	0.11	0.07

COMMODITIES	Close($)	-/+	%
Gold	5,240.69	51.74	1
Silver	112.94	-0.0591	-0.05
Platinum	2,626.47	-14.2843	-0.54
Palladium	2,007.85	73.9219	3.82
Ice Brent Crude	67.70	2.11	3.22
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6983	-0.0028	-0.4
Euro	1.1932	-0.0107	-0.89
British Pound	1.3757	-0.0089	-0.64
Canadian Dollar	1.3579	0.0005	0.04
New Zealand Dollar	0.6018	-0.0027	-0.45
Chinese Yuan	6.9462	-0.0083	-0.12
Japanese Yen	153.4000	1.24	0.81

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	4.85	0.21%	29.76%	3.52 5.02
DDR	Dicker Data Ltd	10.18	-0.88%	19.28%	7.58 10.94
GQG	Gqg Partners Inc	1.60	0.95%	0.00%	1.43 2.61
HUB	Hub24 Ltd	101.72	-1.61%	34.14%	48.84 122.03
JHX	James Hardie Ind	33.91	-1.85%	-34.89%	24.41 55.09
MGR	Mirvac Group	1.98	-0.5%	2.31%	1.88 2.46
NSR	National Storage Reit	2.75	0%	21.68%	2.05 2.85
PDN	Paladin Energy Ltd	13.94	5.37%	47.00%	3.93 13.99
WTC	Wisetech Global Ltd	60.70	-3.76%	-47.54%	60.43 130.50
XRO	Xero Ltd	97.91	-1.92%	-42.16%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	2.74	21.78
BMN	Bannerman Energy	4.73	17.08
AZY	Antipa Miner	0.84	13.61
DYL	Deep Yellow	2.59	10.68
BOE	Boss Energy	1.98	10
EQR	Eq Resources	0.19	8.57
SMI	Santana Minerals	1.16	8.45
SVL	Silver Mines	0.28	7.84
BRE	Brazilian Rare	4.25	7.59
SLX	Silex Systems	7.68	7.41

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ELV	Elevra Lithium	7.90	-13.76
DTR	Dateline Resourc	0.41	-10.99
FCL	Fineos Corporati	2.38	-9.16
4DX	4dmedical	3.55	-8.51
360	Life360 Inc.	28.52	-7.61
WBT	Weebit Nano	5.69	-7.18
WC8	Wildcat Resource	0.41	-6.9
CAT	Catapult Sports	3.68	-6.84
TPW	Temple & Webster	12.83	-6.62
MYR	Myer Holdings	0.46	-6.12

OPINION

Latest Market Matters Opinions

28/01/2026 17:17

What Mattered Today

The ASX surrendered early gains and finished mildly lower after a hotter-than-expected December CPI reading firmed market expectations of a February rate hike from the RBA. The prospect of higher rates weighed most heavily on rate-sensitive growth stocks, while banks and energy provided partial offset as investors rotated toward beneficiaries of a higher-rate, higher-yield environment.

28/01/2026 17:16

Broker Moves

• PLS Group Raised to Overweight at Barrenjoey; PT A$5.50 • Stanmore Resources Cut to Trim at Morgans Financial Limited • Karoon Energy Cut to Underperform at Macquarie; PT A$1.50 • Lottery Corp. Raised to Overweight at JPMorgan; PT A$5.60 • Xero Raised to Outperform at RBC; PT A$155 • HomeCo Daily Cut to Sell at Bell Potter; PT A$1.35 • Centuria Capital Cut to Hold at Bell Potter; PT A$2.25 • DigiCo REIT Raised to Buy at Bell Potter; PT A$3.25 • PLS Group Cut to Negative at Evans & Partners Pty Ltd; PT A$3.70 • IGO Cut to Negative at Evans & Partners Pty Ltd; PT A$7.60 • Liontown Ltd Cut to Negative at Evans & Partners Pty Ltd • Ricegrowers Rated New Buy at Bell Potter; PT A$18.75 • Lovisa Cut to Neutral at Evans & Partners Pty Ltd; PT A$31.61 • Abacus Storage King Rated New Buy at Bell Potter; PT A$1.70

ACTION

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Market Matters Content

Portfolio Positioning: The President propels the Aussie through 70c & gold to new highs

Morning report 28/01/2026

Afternoon Report

The Match Out: CPI comes in hot, ASX shrugs it off

Afternoon report 28/01/2026

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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