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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.45%

4DX.AX

-10.19%

ABG.AX

0.5%

ASK.AX

1.11%

A1G.AX

4.68%

AGL.AX

1.94%

AIZ.AX

-1.41%

AAI.AX

8.59%

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

-2.26%

AOV.AX

0.91%

AMP.AX

3.2%

AEL.AX

8.18%

ALD.AX

0.62%

ANN.AX

-2.3%

ANZ.AX

-1.62%

APA.AX

2.29%

ARU.AX

-1.85%

ARB.AX

-3.86%

ARF.AX

-0.31%

ARG.AX

-0.82%

ALL.AX

-2.59%

APZ.AX

-3.49%

ASX.AX

0.55%

ALX.AX

-0.46%

AUB.AX

-0.79%

AIA.AX

-1.05%

AZJ.AX

1.26%

ABB.AX

-1.9%

ASB.AX

0.21%

AAC.AX

-0.76%

AEF.AX

-1.1%

AFI.AX

-1.2%

AUI.AX

-1.51%

BOQ.AX

-3.45%

BMN.AX

3.14%

BCI.AX

BPT.AX

1.96%

BGA.AX

-0.85%

BGL.AX

0.35%

BEN.AX

-4.13%

BNZ.AX

BHP.AX

0.12%

BKI.AX

-0.29%

BC8.AX

1.07%

XYZ.AX

-5.7%

BSL.AX

-1.53%

BOE.AX

-0.33%

BXB.AX

0.99%

BVS.AX

BRE.AX

-0.24%

BRG.AX

-1.26%

BGP.AX

BFL.AX

-0.63%

BWP.AX

CMM.AX

2.25%

CSC.AX

1.28%

CAR.AX

-2.43%

CIN.AX

CYL.AX

-0.83%

CAT.AX

-12.32%

CWP.AX

-2.33%

CNI.AX

-1.59%

CIP.AX

-1.37%

COF.AX

-2.62%

CHN.AX

-1.82%

CGF.AX

-0.85%

CIA.AX

0.37%

CHI.AX

-0.41%

CHC.AX

-1.12%

CLW.AX

-2.05%

CQR.AX

-1.3%

CQE.AX

-2.67%

CNU.AX

0.38%

C79.AX

-2.41%

CVL.AX

-0.69%

CU6.AX

-7.34%

CWY.AX

-2.6%

CBO.AX

-0.61%

COH.AX

-1.94%

CDA.AX

-1.45%

COL.AX

1.05%

CKF.AX

-3.09%

CBA.AX

-2.83%

CPU.AX

-0.72%

CEN.AX

3.6%

CXO.AX

4.26%

CRN.AX

3.13%

CCP.AX

0.79%

CMW.AX

CSL.AX

-1.66%

CCL.AX

-1.26%

DBI.AX

0.2%

DTL.AX

-0.15%

DTR.AX

DYL.AX

1.19%

DRR.AX

1.01%

DVP.AX

1.46%

DXS.AX

-1.17%

DXI.AX

-2.14%

DDR.AX

-1.29%

DGT.AX

1.21%

DUI.AX

-0.4%

DJW.AX

-0.71%

DMP.AX

-4.27%

DOW.AX

-0.65%

DPM.AX

0.91%

DRO.AX

0.77%

DUR.AX

-3.61%

DNL.AX

-0.32%

APE.AX

-2.03%

EBO.AX

-3.9%

EIQ.AX

-4.26%

ELD.AX

-2.33%

EOS.AX

-4.85%

ELV.AX

ELS.AX

3.21%

EHL.AX

-2.08%

EMR.AX

2.98%

EDV.AX

-2.07%

ERA.AX

EQR.AX

3.17%

EQT.AX

-0.35%

EVN.AX

0.48%

EVT.AX

3.76%

FCL.AX

-2.56%

FFM.AX

-0.61%

FPH.AX

-2.71%

FPR.AX

-2.05%

FBU.AX

-3.85%

FLT.AX

-4.38%

FML.AX

-0.43%

FRS.AX

4.17%

FMG.AX

1.78%

FRW.AX

-9.45%

FGX.AX

-0.77%

FGG.AX

-1.3%

GLF.AX

-3.26%

GDG.AX

-3.22%

GNE.AX

-1.92%

GMD.AX

-0.89%

GTK.AX

-1.25%

GNP.AX

-3.65%

GMG.AX

-1.3%

GPT.AX

0.22%

GQG.AX

0.3%

GNG.AX

0.26%

GNC.AX

GGP.AX

11.07%

GOZ.AX

-2.36%

GCI.AX

-1.49%

GYG.AX

-3.15%

GWA.AX

HSN.AX

-3.21%

HVN.AX

-2.37%

HGH.AX

0.51%

HM1.AX

0.18%

HLI.AX

0.4%

HMC.AX

-3.08%

HDN.AX

-1.26%

HUB.AX

-1.68%

IEL.AX

-2.33%

IGO.AX

2.02%

ILU.AX

-1.5%

IMD.AX

IMR.AX

0.26%

IFT.AX

-2.85%

INA.AX

1.3%

ING.AX

1.6%

IFL.AX

-0.21%

IAG.AX

-0.67%

IDX.AX

IPX.AX

5.3%

IPH.AX

-0.93%

IRE.AX

-1.87%

JHX.AX

-3.58%

JBH.AX

-3.41%

JDO.AX

-6.23%

JMS.AX

KAR.AX

5.94%

KLS.AX

-0.52%

KCN.AX

4.15%

KKC.AX

GLS.AX

-3.66%

L1G.AX

-6.53%

LSF.AX

0.51%

LRV.AX

-1.94%

LFS.AX

-0.54%

LLC.AX

-3.58%

LFG.AX

1.14%

360.AX

-5.96%

LIC.AX

-4%

LNW.AX

-4.99%

LIN.AX

2.31%

LTR.AX

LOV.AX

-2.49%

LYL.AX

-2.8%

LYC.AX

-1.79%

MA1.AX

1.03%

MAF.AX

-3.62%

MGH.AX

-1.34%

MAH.AX

MQG.AX

-0.95%

MAQ.AX

-2.71%

MAD.AX

0.26%

MFG.AX

-1.44%

MAU.AX

-0.54%

MMS.AX

-1.44%

MPL.AX

-0.68%

MP1.AX

-4.74%

MCY.AX

-2%

MEZ.AX

-1.75%

MSB.AX

1.42%

MLX.AX

0.39%

MTS.AX

MOT.AX

MXT.AX

MFF.AX

-1.09%

MIN.AX

-1.8%

MI6.AX

10%

MIR.AX

-2.67%

MGR.AX

-0.28%

MND.AX

-1.6%

MYR.AX

-4.62%

MYS.AX

-1.81%

NAN.AX

-0.54%

NAB.AX

-1.76%

NSR.AX

NGI.AX

1.47%

NWL.AX

-3.29%

NEU.AX

-1.27%

NHC.AX

7.95%

NEM.AX

0.94%

NWS.AX

0.68%

NXG.AX

-0.49%

NXT.AX

-1.4%

NHF.AX

0.16%

NCK.AX

-3.04%

NIC.AX

-2.78%

NEC.AX

2.78%

NST.AX

5.18%

NWH.AX

-3.45%

NUF.AX

-0.25%

OCL.AX

-0.17%

OPH.AX

-2.26%

OBM.AX

-0.9%

ORI.AX

ORG.AX

0.72%

ORA.AX

-0.53%

PDN.AX

1.64%

PNR.AX

PPC.AX

1.1%

PPM.AX

-2%

PRN.AX

0.26%

PPT.AX

-1.19%

PCI.AX

-2.35%

PRU.AX

1.01%

PXA.AX

-0.71%

PNI.AX

-1.81%

PL8.AX

-4.44%

PLS.AX

2.33%

PGF.AX

-2.58%

PNV.AX

-0.56%

PDI.AX

2.88%

PMV.AX

-2.96%

PME.AX

-2.63%

PFP.AX

-1.22%

PWH.AX

-1.25%

PYC.AX

1.36%

QAN.AX

-2.01%

QBE.AX

0.47%

QAL.AX

1.67%

QRI.AX

-0.65%

QUB.AX

-1.23%

RMS.AX

1.99%

RHC.AX

-0.9%

REA.AX

-0.81%

RDX.AX

-1.75%

REH.AX

-3.02%

RF1.AX

-3.53%

RPL.AX

-2%

RG1.AX

RGN.AX

1.83%

REG.AX

-0.8%

RRL.AX

1.6%

RWC.AX

-3.86%

RMD.AX

-0.93%

RSG.AX

2.39%

SGLLV.AX

-2.5%

RIC.AX

0.36%

RIO.AX

4.93%

RXL.AX

1.19%

RFF.AX

RYM.AX

-2.51%

SFR.AX

0.31%

SMI.AX

STO.AX

1.26%

SCG.AX

-1.19%

SEK.AX

-2.62%

SHV.AX

-0.26%

SRV.AX

0.29%

SSM.AX

-0.52%

SGH.AX

-2.61%

SHA.AX

1.42%

SIG.AX

1.53%

SLX.AX

-5.66%

SGM.AX

-2.03%

SDR.AX

-3.21%

SKC.AX

-4.1%

SIQ.AX

-0.87%

SHL.AX

-0.63%

S32.AX

9.43%

SX2.AX

0.23%

SXE.AX

2.5%

SPK.AX

-0.58%

SRG.AX

-0.4%

SBM.AX

2.63%

SMR.AX

1.07%

SDF.AX

-1.44%

SGP.AX

0.7%

STK.AX

SNZ.AX

-1.96%

SUN.AX

-1.83%

SRL.AX

-4.98%

SUL.AX

-2.94%

SLC.AX

-0.31%

SNL.AX

-2.09%

SYL.AX

-5.75%

TAH.AX

-3.13%

TBN.AX

16.98%

TEA.AX

-7.47%

TNE.AX

-3.04%

TLX.AX

-4.47%

TLS.AX

0.19%

TPW.AX

-6.47%

A2M.AX

-0.11%

TLC.AX

-0.56%

SGR.AX

-4%

TVN.AX

1.69%

TWR.AX

-0.32%

TPG.AX

-0.99%

TCL.AX

-0.36%

TWE.AX

-0.83%

TUA.AX

TCG.AX

UNI.AX

-2.73%

VAU.AX

0.76%

VNT.AX

-1.64%

VCX.AX

0.85%

VGN.AX

-4.17%

VEA.AX

2.02%

VUL.AX

0.31%

VSL.AX

-1.85%

WA1.AX

-2.41%

WGN.AX

1.25%

WAM.AX

-0.89%

WGB.AX

1.44%

WLE.AX

-1.1%

SOL.AX

-0.17%

WPR.AX

-0.84%

WEB.AX

-3.7%

WBT.AX

-6.02%

WES.AX

-0.63%

WAF.AX

1.33%

WGX.AX

3.51%

WBC.AX

-4.05%

WHF.AX

-1.81%

WHC.AX

6.61%

WIA.AX

WC8.AX

1.33%

WTC.AX

-4.77%

WDS.AX

2.18%

WOW.AX

1.19%

WOR.AX

1.62%

XRO.AX

-3.21%

YAL.AX

4.07%

ZIM.AX

5.91%

ZIP.AX

-6.01%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	142.45	-1	-0.7
SSO ASX Small Caps	15.08	-0.07	-0.46
IVV S&P 500	61.76	-1.09	-1.73
NDQ Nasdaq	49.71	-0.93	-1.84
F100 FTSE 100	14.47	-0.11	-0.75
ASIA Asia Tech	14.52	-0.39	-2.62
IEU Europe	94.37	-1.21	-1.27
IEM Emerging Markets	81.14	-1.14	-1.39
Gold Gold	60.08	1.17	1.99
ACDC Battery Tech	145.00	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,531.84	39.3634	0.88
Silver	70.39	0.802	1.15
Platinum	1,913.95	51.0564	2.74
Palladium	1,410.25	33.3892	2.43
Ice Brent Crude	114.57	6.56	6.07
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6861	-0.0009	-0.13
Euro	1.1512	0.0005	0.04
British Pound	1.3265	0.0009	0.07
Canadian Dollar	1.3890	-0.0002	-0.01
New Zealand Dollar	0.5739	-0.0006	-0.1
Chinese Yuan	6.9065	-0.0051	-0.07
Japanese Yen	159.8000	-0.45	-0.28

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.48	4.35%	12.20%	0.28 0.75
BGL	Bellevue Gold Ltd	1.44	0.35%	24.89%	0.78 2.00
BHP	Bhp Group Ltd	50.43	0.12%	27.07%	33.25 59.39
FMG	Fortescue Ltd	20.55	1.78%	24.55%	13.18 23.38
NHC	New Hope Corporation Ltd	6.11	7.95%	49.34%	3.33 5.97
WHC	Whitehaven Coal Ltd	9.84	6.61%	68.43%	4.26 9.60
NEM	Newmont Cdi	148.23	0.94%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.19	-0.49%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	15.93	0.31%	42.17%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
TBN	Tamboran Res Cdi	0.31	16.98
GGP	Greatland Resour	10.84	11.07
MI6	Minerals 260	0.66	10
S32	South32	4.41	9.43
AAI	Alcoa Corpor Cdi	93.33	8.59
AEL	Amplitude Energy	1.72	8.18
NHC	New Hope Corpora	6.11	7.95
WHC	Whitehaven Coal	9.84	6.61
KAR	Karoon Energy Lt	2.14	5.94
ZIM	Zimplats Holding	17.92	5.91

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CAT	Catapult Sports	2.99	-12.32
4DX	4dmedical	5.64	-10.19
FRW	Freightways Grou	10.06	-9.45
TEA	Tasmea	4.71	-7.47
CU6	Clarity Pharmace	3.03	-7.34
L1G	L1 Group	0.93	-6.53
TPW	Temple & Webster	6.65	-6.47
JDO	Judo Capital Hol	1.36	-6.23
WBT	Weebit Nano	3.59	-6.02
ZIP	Zip Co	1.49	-6.01

OPINION

Latest Market Matters Opinions

30/03/2026 16:40

What Mattered Today

While the market closed lower again today, which is becoming a feature of recent Mondays, the weakest part of the session was behind us early. Headline-driven selling dominated at the open, pushing the ASX 200 down toward ~8380, but that weakness was steadily absorbed as the day wore on, with buyers stepping back in and the index grinding around 70 points off its morning lows by the close.

30/03/2026 16:16

Broker Moves

• Saturn Metals Rated New Speculative Buy at Canaccord; PT A$1 • Sigma Healthcare Rated New Sector Perform at RBC; PT A$2.50 • South32 Raised to Buy at Citi; PT A$5.40 • BWP Property Rated New Outperform at Macquarie; PT A$3.90 • NMG AU Raised to Speculative Buy at Argonaut Securities • EVT Raised to Overweight at JPMorgan; PT A$14

ACTION

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Market Matters Content

Macro Monday: The Iranian War is starting to challenge investors’ nerves & logic!

Morning report 30/03/2026

Afternoon Report

The Match Out: ASX down, though buyers step up into Monday’s weakness (again)

Afternoon report 30/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Dear James and Team I have been a subscriber for many years and respect your views and strategy on the market This week you topped up on Xero . I agree with you that this is a quality business and on a risk/reward basis could well be higher in 12 months time ( along with many other software companies ) What was your trigger to top up now ? I am not questioning your judgement but just trying to understand your process Was your decision based on a price point , or some other factors For the record I do own Xero and will top up at some stage , but not until I see some evidence of price appreciation above the moving averages I look forward to your comments Many thanks David

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

IEM

A200

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IEU

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MGR

ZIP

PNI

CAT

ARB

Chart of the week

Singapore Jet Fuel

Aus. Investment blog Subscribe to blog

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 25/03/2026

Why is Sandfire up +7% today?

After correcting well over 30% from its 2026 high Sandfire (SFR) is coming back to life, MM asks is it time to buy?

ASX: SFR 25/03/2026

Morning Report

Macro Monday: The Iranian War is starting to challenge investors’ nerves & logic!

Morning report 30/03/2026

Afternoon Report

The Match Out: ASX down, though buyers step up into Monday’s weakness (again)

Afternoon report 30/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/03/2026

Xero Ltd (XRO)

Ask James

Question asked 28/03/2026

Aurizon Holdings Ltd (AZJ)

I'm interested to hear if you are considering Aurizon for the Income portfolio and if not why not. I note that it has just paid a worthwhile dividend.

Latest View Points

IEM

A200

VGS

IEU

NIC

SOL

MGR

ZIP

PNI

CAT

ARB