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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-0.29%

ABG.AX

-0.54%

AIS.AX

1.39%

AGL.AX

-1.2%

A1M.AX

5.6%

AIZ.AX

AAI.AX

-1.8%

ALK.AX

-0.38%

A4N.AX

ALQ.AX

1.01%

AMC.AX

-1.78%

AOV.AX

-0.92%

AMP.AX

0.96%

ALD.AX

0.47%

ANN.AX

0.51%

ANZ.AX

-1.19%

APA.AX

-0.49%

ARU.AX

2.5%

ARB.AX

1.03%

ARF.AX

-0.92%

ARG.AX

-0.11%

ALL.AX

0.42%

AYA.AX

1.15%

APZ.AX

-0.6%

ASX.AX

-0.21%

ALX.AX

0.2%

AUB.AX

-1.67%

AIA.AX

-0.56%

AXQ.AX

15.7%

AMI.AX

13.79%

AZJ.AX

-0.23%

ABB.AX

-1.47%

ASB.AX

3.83%

AAC.AX

1.11%

AEF.AX

1.33%

AFI.AX

-0.72%

AUI.AX

-0.27%

BOQ.AX

-0.94%

BMN.AX

-0.31%

BCI.AX

2.5%

BPT.AX

-2.25%

BGA.AX

-0.49%

BGL.AX

5.46%

BEN.AX

-0.66%

BNZ.AX

16.25%

BHP.AX

1.3%

BKI.AX

-1.1%

BC8.AX

4.6%

XYZ.AX

-0.26%

BSL.AX

-0.71%

BOE.AX

2.82%

BXB.AX

-0.36%

BVS.AX

-2.72%

BRE.AX

-3.87%

BRG.AX

-1.56%

BFL.AX

-0.12%

BWP.AX

-2.03%

CMM.AX

2.73%

CSC.AX

3.7%

CAR.AX

1.67%

CIN.AX

-0.29%

CYL.AX

3.31%

CAT.AX

8.36%

CWP.AX

-1.68%

CNI.AX

-0.3%

CIP.AX

-2.3%

COF.AX

-0.56%

CGF.AX

-0.56%

CIA.AX

-1.02%

CHC.AX

2.14%

CLW.AX

-0.27%

CQR.AX

-0.26%

CQE.AX

-0.76%

CNU.AX

-0.98%

C79.AX

2.06%

CVL.AX

0.59%

CU6.AX

-3.88%

CWY.AX

-1.71%

CUV.AX

-1.86%

CBO.AX

2.77%

COH.AX

-0.84%

CDA.AX

0.92%

COL.AX

-0.34%

CKF.AX

-0.76%

CBA.AX

-0.41%

CPU.AX

-0.87%

CEN.AX

-2.05%

CXO.AX

CCP.AX

-0.68%

CMW.AX

-1.15%

CSL.AX

-1%

CCL.AX

DBI.AX

-1.05%

DTL.AX

3.06%

DTR.AX

-3.57%

DYL.AX

0.38%

DRR.AX

-0.24%

DVP.AX

2.35%

DXS.AX

DXI.AX

-1.2%

DDR.AX

3.43%

DGT.AX

0.77%

DJW.AX

0.68%

DMP.AX

-0.12%

DOW.AX

-0.5%

DPM.AX

1.51%

DRO.AX

0.46%

DUR.AX

1.77%

DNL.AX

1.08%

APE.AX

-3.82%

EBO.AX

-1.65%

EIQ.AX

0.72%

ELD.AX

-1.07%

EOS.AX

3.92%

ELV.AX

-3.42%

ELS.AX

5.29%

EHL.AX

-1.01%

EMR.AX

5.02%

EDV.AX

-0.3%

EQR.AX

-5.08%

EVN.AX

5.63%

EVT.AX

-3.76%

FDC.AX

0.89%

FCL.AX

-1.6%

FFM.AX

1.52%

FPH.AX

-1.05%

FPR.AX

FBU.AX

0.32%

FLT.AX

-0.68%

FML.AX

4.79%

FRS.AX

1.32%

FMG.AX

-1.33%

FRW.AX

1.12%

FGX.AX

FGG.AX

-0.6%

GLF.AX

-1.81%

GDG.AX

-3.16%

GNE.AX

-0.46%

GMD.AX

4.35%

GNP.AX

0.33%

GMG.AX

1.34%

GPT.AX

GQG.AX

-2.54%

GNG.AX

1.95%

GNC.AX

0.38%

GGP.AX

2.19%

GOZ.AX

GCI.AX

0.49%

GYG.AX

1.28%

GWA.AX

-1.67%

HSN.AX

1.45%

HVN.AX

-0.21%

HGH.AX

-0.5%

HM1.AX

0.34%

HLI.AX

-10.11%

HMC.AX

-1.04%

HDN.AX

-2.33%

HUB.AX

-4.18%

IEL.AX

0.93%

IGO.AX

-1.36%

ILU.AX

1.51%

IMD.AX

-1.1%

IMR.AX

4.22%

IFT.AX

1.65%

INA.AX

0.47%

ING.AX

IAG.AX

0.24%

IDX.AX

-0.48%

IPG.AX

1.68%

IPX.AX

-2.12%

IPH.AX

-1.45%

IRE.AX

2.74%

JHX.AX

-2.49%

JBH.AX

-0.05%

JDO.AX

-4.71%

JMS.AX

KAR.AX

-2.29%

KLS.AX

-1.17%

KCN.AX

0.76%

KKC.AX

-0.94%

GLS.AX

LGF.AX

2.04%

L1G.AX

0.93%

LSF.AX

-0.47%

LRV.AX

2.88%

LFS.AX

-1.68%

LLC.AX

-1.68%

LFG.AX

1.2%

360.AX

2.81%

LIC.AX

LNW.AX

-1.51%

LIN.AX

4.35%

LTR.AX

-5.1%

LOV.AX

-3.02%

LYL.AX

-1.38%

LYC.AX

2.18%

MA1.AX

0.25%

MAF.AX

-2.23%

MGH.AX

0.18%

MAH.AX

6.08%

MQG.AX

-0.6%

MAQ.AX

-0.11%

MAD.AX

1.22%

MFG.AX

0.52%

MMS.AX

-2.48%

MPL.AX

-0.39%

MP1.AX

5.1%

MCY.AX

-5.87%

MEZ.AX

1.72%

MSB.AX

-4.53%

MLX.AX

2.13%

MTS.AX

-0.67%

MOT.AX

-1.24%

MXT.AX

0.52%

MFF.AX

0.77%

MIN.AX

-3.48%

MI6.AX

7.69%

MIR.AX

-0.37%

MGR.AX

-0.29%

MND.AX

0.41%

MYS.AX

-0.83%

NAN.AX

-1.29%

NAB.AX

-0.98%

NGI.AX

0.84%

NWL.AX

-4.05%

NEU.AX

-1.12%

NHC.AX

-0.37%

NEM.AX

2.04%

NWS.AX

-1.66%

NXG.AX

0.32%

NXT.AX

7.74%

NHF.AX

-0.94%

NCK.AX

NIC.AX

1.16%

NEC.AX

NST.AX

3.26%

NWH.AX

2.2%

NUF.AX

1.79%

OCL.AX

2.56%

OML.AX

-0.32%

OPH.AX

1.61%

OBM.AX

2.49%

ORI.AX

0.95%

ORG.AX

1.14%

ORA.AX

PDN.AX

0.94%

PNR.AX

1.25%

PPC.AX

-3.06%

PPM.AX

-1.85%

PRN.AX

0.94%

PPT.AX

0.47%

PCI.AX

PRU.AX

3.23%

PXA.AX

0.27%

PNI.AX

-2.19%

PL8.AX

0.71%

PLS.AX

-1.67%

PGF.AX

2.48%

PNV.AX

-2.06%

PDI.AX

6.45%

PMV.AX

-0.7%

PME.AX

-3.03%

PWH.AX

1.54%

PYC.AX

0.62%

QAN.AX

0.5%

QBE.AX

-0.16%

QAL.AX

-0.62%

QRI.AX

-0.32%

RMS.AX

4.5%

RHC.AX

1.26%

REA.AX

1.76%

RDX.AX

1.07%

REH.AX

-0.25%

RF1.AX

1.7%

RPL.AX

-2.69%

RG1.AX

RGN.AX

-0.42%

REG.AX

0.16%

RRL.AX

4.42%

RWC.AX

-0.81%

RMD.AX

-0.89%

RSG.AX

2.17%

SGLLV.AX

0.58%

RIC.AX

0.73%

RIO.AX

0.03%

RXL.AX

4.05%

RFF.AX

RYM.AX

8.82%

SFR.AX

2.41%

STO.AX

-0.89%

SCG.AX

SEK.AX

0.36%

SHV.AX

5.4%

SRV.AX

-0.16%

SSM.AX

0.78%

SGH.AX

0.75%

SHA.AX

3.27%

SIG.AX

-1.02%

SLX.AX

1.79%

SGM.AX

1.99%

SDR.AX

1.8%

SKS.AX

5.48%

SKC.AX

SIQ.AX

-1.05%

SHL.AX

-2.58%

S32.AX

6.62%

SX2.AX

3.58%

SXE.AX

3.83%

SPK.AX

-1.6%

SRG.AX

1.42%

SBM.AX

5.88%

SMR.AX

-2.52%

SDF.AX

0.19%

SGP.AX

0.73%

SKG.AX

SNZ.AX

-0.45%

SUN.AX

0.42%

SRL.AX

1.05%

SUL.AX

-0.3%

SLC.AX

2.89%

SNL.AX

-3.25%

SYL.AX

1.47%

TAH.AX

2.87%

TEA.AX

1.19%

TNE.AX

2.53%

TLX.AX

1.39%

TLS.AX

-1.78%

TPW.AX

-1.57%

A2M.AX

-0.43%

TLC.AX

-1.25%

SGR.AX

TVN.AX

3.77%

THL.AX

0.84%

TWR.AX

-3.5%

TPG.AX

-1.68%

TCL.AX

-1.28%

TWE.AX

-2.12%

TUA.AX

-2.2%

TCG.AX

UNI.AX

-1.62%

VAU.AX

4.78%

VNT.AX

-0.16%

VCX.AX

0.38%

VGN.AX

3.66%

VEA.AX

1.23%

VUL.AX

-2.6%

VSL.AX

1.36%

VYS.AX

1.55%

WA1.AX

0.18%

WGN.AX

-0.25%

WAM.AX

-0.95%

WGB.AX

-1.35%

WLE.AX

-1.08%

SOL.AX

1.27%

WPR.AX

WQG.AX

WEB.AX

0.43%

WBT.AX

1.85%

WES.AX

-1.2%

WAF.AX

3.61%

WGX.AX

2.93%

WBC.AX

-1.2%

WHF.AX

-0.21%

WHC.AX

-1.31%

WIA.AX

3.66%

WC8.AX

-1.33%

WTC.AX

0.86%

WDS.AX

1.13%

WOW.AX

0.38%

WOR.AX

-0.65%

XRO.AX

2.05%

YAL.AX

2.29%

ZIM.AX

2.27%

ZIP.AX

-2.44%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.54	-0.04	-0.03
SSO ASX Small Caps	14.16	-0.01	-0.07
IVV S&P 500	70.99	0.05	0.07
NDQ Nasdaq	60.00	0.45	0.76
F100 FTSE 100	14.95	-0.15	-0.99
ASIA Asia Tech	20.15	0.89	4.62
IEU Europe	97.00	-0.3	-0.31
IEM Emerging Markets	93.41	2.41	2.65
Gold Gold	53.05	0.57	1.09
ACDC Battery Tech	124.98	0.34	0.27

COMMODITIES	Close($)	-/+	%
Gold	4,055.66	49.95	1.25
Silver	58.69	2.2736	4.03
Platinum	1,612.93	18.9312	1.19
Palladium	1,267.50	14.9034	1.19
Ice Brent Crude	88.81	0.71	0.81
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7012	0.0018	0.26
Euro	1.1413	0.0003	0.03
British Pound	1.3386	-0.0042	-0.31
Canadian Dollar	1.4085	0.0016	0.11
New Zealand Dollar	0.5834	-0.0003	-0.05
Chinese Yuan	6.7656	-0.0012	-0.02
Japanese Yen	162.7800	0.29	0.18

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.66	5.6%	95.31%	0.30 0.85
BGL	Bellevue Gold Ltd	1.26	5.46%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.29	1.3%	42.81%	39.18 65.98
FMG	Fortescue Ltd	18.52	-1.33%	10.41%	17.68 23.38
NHC	New Hope Corporation Ltd	5.36	-0.37%	32.51%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.53	-1.31%	23.66%	5.94 9.90
NEM	Newmont Cdi	131.12	2.04%	0.00%	91.60 190.91
NXG	Nexgen Ene Cdi	12.55	0.32%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.29	2.41%	63.11%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	2.79	16.25
AXQ	Aura Consolidate	4.20	15.7
AMI	Aurelia Metals	0.33	13.79
RYM	Ryman Healthcare	1.85	8.82
CAT	Catapult Sports	3.63	8.36
NXT	Nextdc	14.06	7.74
MI6	Minerals 260	0.63	7.69
TCG	Turaco Gold	0.54	7
S32	South32	4.35	6.62
PDI	Predictive Disco	0.66	6.45

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
HLI	Helia Group	5.07	-10.11
MCY	Mercury Nz	5.45	-5.87
LTR	Liontown	1.21	-5.1
EQR	Eq Resources	0.28	-5.08
JDO	Judo Capital Hol	0.91	-4.71
MSB	Mesoblast	2.32	-4.53
HUB	Hub24	81.35	-4.18
NWL	Netwealth Group	22.03	-4.05
CU6	Clarity Pharmace	2.23	-3.88
BRE	Brazilian Rare	3.48	-3.87

OPINION

Latest Market Matters Opinions

21/07/2026 16:51

Broker Moves

• Infragreen Group Rated New Buy at PAC Partners • Beacon Lighting Cut to Underweight at JPMorgan; PT A$1.58 • Lovisa Cut to Underweight at JPMorgan; PT A$21.40 • Select Harvests Raised to Overweight at Jarden Securities • QBE Insurance Cut to Neutral at UBS; PT A$27.30 • Nickel Industries Rated New Overweight at JPMorgan; PT A$1.45 • Atlas Arteria Cut to Neutral at Macquarie; PT A$5.02 • Dicker Data Raised to Outperform at Macquarie; PT A$12.85 • Pro Medicus Cut to Neutral at JPMorgan; PT A$203.70 • Catapult Sports Rated New Buy at Moelis & Company; PT A$4.25 • LFG AU Reinstated Positive at Evans & Partners Pty Ltd; PT A$4

21/07/2026 16:49

HUB24 (ASXL HUB) $81.35

HUB24 (HUB) –4.18%: fell today following its June-quarter update, as the market focused on a softer quarterly net inflow result despite another year of strong growth across the platform.

ACTION

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Market Matters Content

What Matters Today: Has Lithium bottomed? Why we’re reconsidering our bearish stance.

Morning report 21/07/2026

Afternoon Report

The Match Out: ASX remains anchored to 8800

Afternoon report 21/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/07/2026

Current view on Worley (ASX: WOR), Whitehaven (ASX: WHC), Sandfire (ASX: SFR) and Mirvac (ASX: MGR)

Hi guys, would love to know your current view on a few positions in the growth portfolio - how you feel about how the buying thesis is playing out, your current levels of 'comfort' in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren't in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.

Ask James

Question asked 17/07/2026

Lithium and Junior’s

Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you. I am wondering, is it a good time to accumulate lithium stocks? Is it a good time to buy some of the junior lithium stocks, on a short- or long-term basis, because the price of lithium has fallen. You spoke about Patriot Battery Metals Inc. (PMT) a while back stating, “If the Li price does turn the company could be on a majors shopping list”. PMT is actively developing its Corvette project in Quebec, one of the largest spodumene lithium deposits globally. If not this junior, what other juniors would you consider. Thank you.

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