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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

2.49%

ABG.AX

ASK.AX

-1.76%

AGL.AX

0.84%

AIZ.AX

1.45%

AAI.AX

2.16%

ALK.AX

1.67%

A4N.AX

2.38%

ALQ.AX

-0.14%

AMC.AX

0.04%

AOV.AX

0.16%

AMP.AX

AEL.AX

1.14%

ALD.AX

0.71%

ANN.AX

0.45%

ANZ.AX

1.01%

APA.AX

1.21%

ARU.AX

1.39%

ARB.AX

0.97%

ARF.AX

0.6%

ARG.AX

-0.34%

ALL.AX

0.99%

AYA.AX

1.26%

APZ.AX

0.42%

ASX.AX

0.74%

ALX.AX

-0.21%

AUB.AX

0.76%

AIA.AX

0.45%

AZJ.AX

0.6%

AUC.AX

4.97%

ABB.AX

0.94%

ASB.AX

1.21%

AAC.AX

AFG.AX

0.25%

AFI.AX

AUI.AX

0.73%

ASG.AX

BOQ.AX

0.75%

BMN.AX

5.22%

BCI.AX

BPT.AX

-0.43%

BGA.AX

-0.73%

BGL.AX

2.69%

BEN.AX

0.84%

BNZ.AX

6.47%

BHP.AX

BKI.AX

0.28%

BC8.AX

4.07%

XYZ.AX

0.93%

BSL.AX

1.11%

BMC.AX

1.67%

BOE.AX

6.12%

BXB.AX

-0.04%

BVS.AX

BRE.AX

3.82%

BRG.AX

1.17%

BGP.AX

BFL.AX

BWP.AX

0.13%

CMM.AX

4.24%

CSC.AX

0.77%

CAR.AX

0.79%

CIN.AX

CYL.AX

2.9%

CAT.AX

0.92%

CWP.AX

-0.94%

CNI.AX

1.48%

CIP.AX

-0.17%

COF.AX

0.53%

CHN.AX

5.3%

CGF.AX

0.41%

CIA.AX

3.64%

CHI.AX

CHC.AX

0.25%

CLW.AX

0.71%

CQR.AX

0.13%

CQE.AX

-0.38%

CNU.AX

1.12%

C79.AX

CVL.AX

CU6.AX

2.47%

CWY.AX

0.9%

CBO.AX

-2.04%

COH.AX

1.28%

CDA.AX

4.15%

COL.AX

-0.05%

CKF.AX

0.79%

CBA.AX

0.48%

CPU.AX

1.81%

CEN.AX

CXO.AX

4.69%

CCP.AX

-0.19%

CMW.AX

CSL.AX

1.02%

CCL.AX

0.43%

DBI.AX

0.37%

DTL.AX

0.12%

DTR.AX

4.44%

DYL.AX

6.16%

DRR.AX

2.18%

DVP.AX

2.66%

DXS.AX

0.56%

DXI.AX

0.81%

DDR.AX

2.03%

DGT.AX

1.26%

DUI.AX

DJW.AX

0.35%

DMP.AX

0.67%

DOW.AX

0.4%

DPM.AX

DRO.AX

1.69%

DUR.AX

0.53%

DNL.AX

1.38%

APE.AX

0.88%

EBO.AX

0.46%

EIQ.AX

2.14%

ELD.AX

-0.14%

EOS.AX

1.77%

ELV.AX

-0.37%

ELS.AX

2.02%

EHL.AX

-0.88%

EMR.AX

4.33%

EDV.AX

0.15%

ERA.AX

-25%

EQR.AX

5.56%

EQT.AX

0.51%

EUR.AX

7.59%

EVN.AX

3.28%

EVT.AX

0.75%

FCL.AX

FFM.AX

-0.68%

FPH.AX

0.23%

FPR.AX

1.92%

FBU.AX

1.97%

FLT.AX

0.2%

FML.AX

2.53%

FRS.AX

0.99%

FMG.AX

1.78%

FRW.AX

FGX.AX

1.54%

FGG.AX

-0.3%

GLN.AX

4.76%

GLF.AX

GDG.AX

1.8%

GNE.AX

1.52%

GMD.AX

3.96%

GTK.AX

1.63%

GNP.AX

0.32%

GMG.AX

0.17%

GPT.AX

0.11%

GQG.AX

0.91%

GNG.AX

3.32%

GNC.AX

-0.81%

GGP.AX

3.89%

GOZ.AX

0.91%

GCI.AX

0.49%

GYG.AX

2.13%

GWA.AX

1.5%

HSN.AX

HVN.AX

0.33%

HGH.AX

2.76%

HM1.AX

1.37%

HLI.AX

-4.01%

HMC.AX

2.41%

HDN.AX

-0.79%

HUB.AX

1.63%

IEL.AX

0.91%

IGO.AX

2.69%

ILU.AX

3.34%

IMD.AX

1.62%

IMR.AX

IFT.AX

1.27%

INA.AX

ING.AX

-5.31%

IAG.AX

0.13%

IDX.AX

-0.9%

IPG.AX

0.18%

IPX.AX

15.49%

IPH.AX

1.38%

IRE.AX

-0.3%

JHX.AX

-0.21%

JBH.AX

0.23%

JDO.AX

1.23%

JMS.AX

KAR.AX

KLS.AX

0.78%

KCN.AX

5.2%

KKC.AX

0.48%

GLS.AX

0.53%

LGF.AX

0.49%

L1G.AX

2.23%

LSF.AX

1.7%

LRV.AX

4.02%

LFS.AX

-1.08%

LLC.AX

-0.3%

LFG.AX

0.9%

360.AX

0.54%

LIC.AX

1.06%

LNW.AX

1.61%

LIN.AX

6.25%

LTR.AX

3.4%

LOV.AX

-0.34%

LYL.AX

0.24%

LYC.AX

4.52%

MA1.AX

-0.51%

MAF.AX

1.28%

MGH.AX

0.68%

MAH.AX

2.74%

MQG.AX

0.88%

MAQ.AX

0.31%

MAD.AX

0.33%

MFG.AX

0.59%

MAU.AX

1.32%

MMS.AX

0.29%

MPL.AX

-0.21%

MP1.AX

1.64%

MCY.AX

-1.82%

MEZ.AX

0.44%

MSB.AX

2.83%

MLX.AX

3.61%

MTS.AX

0.74%

MEI.AX

4.05%

MOT.AX

MXT.AX

0.25%

MFF.AX

0.88%

MIN.AX

5.35%

MI6.AX

2.14%

MIR.AX

0.39%

MGR.AX

0.44%

MND.AX

2.11%

MYS.AX

0.65%

NAN.AX

0.29%

NAB.AX

0.15%

NGI.AX

NWL.AX

0.64%

NEU.AX

1.12%

NHC.AX

0.55%

NMG.AX

2.13%

NEM.AX

2.23%

NWS.AX

-0.26%

NXG.AX

7.05%

NXT.AX

1.97%

NHF.AX

0.45%

NCK.AX

-0.87%

NIC.AX

3.38%

NEC.AX

0.53%

NST.AX

3.12%

NWH.AX

2.94%

NUF.AX

1.23%

NXL.AX

0.66%

OCL.AX

0.96%

OML.AX

0.85%

OPH.AX

1.16%

OBM.AX

4.17%

ORI.AX

0.76%

ORG.AX

0.79%

ORA.AX

1.34%

PDN.AX

6.29%

PNR.AX

3.54%

PPC.AX

PPM.AX

2.9%

PRN.AX

3.78%

PPT.AX

0.66%

PCI.AX

PRU.AX

2.58%

PXA.AX

PNI.AX

1.82%

PL8.AX

0.36%

PLS.AX

2.16%

PGF.AX

0.69%

PNV.AX

1.5%

PDI.AX

2.16%

PMV.AX

0.57%

PME.AX

1.19%

PFP.AX

PWH.AX

PYC.AX

-0.4%

QAN.AX

0.83%

QBE.AX

-0.13%

QAL.AX

QRI.AX

QUB.AX

-0.5%

RMS.AX

3.87%

RHC.AX

0.1%

REA.AX

1.04%

RDX.AX

REH.AX

1.09%

RF1.AX

0.29%

RPL.AX

0.22%

RG1.AX

RGN.AX

REG.AX

-1.36%

RRL.AX

3.18%

RWC.AX

1.69%

RMD.AX

-0.03%

RSG.AX

5.17%

SGLLV.AX

1.02%

RIC.AX

RIO.AX

3.98%

RXL.AX

1.23%

RFF.AX

RYM.AX

SFR.AX

3.56%

SMI.AX

1.79%

STO.AX

-0.25%

SCG.AX

0.27%

SEK.AX

0.58%

SHV.AX

-0.39%

SRV.AX

SSM.AX

0.77%

SGH.AX

0.18%

SHA.AX

2.7%

SIG.AX

0.36%

SLX.AX

5.39%

SGM.AX

3.68%

SDR.AX

1.97%

SKS.AX

SKC.AX

-5.56%

SIQ.AX

-0.33%

SHL.AX

0.35%

S32.AX

2.61%

SX2.AX

0.71%

SXE.AX

2.11%

SPK.AX

-0.44%

SRG.AX

3.13%

SBM.AX

4.47%

SMR.AX

2.58%

SDF.AX

0.47%

SGP.AX

-0.12%

SNZ.AX

1.5%

SUN.AX

-0.12%

SRL.AX

0.56%

SUL.AX

1.01%

SLC.AX

1.49%

SNL.AX

-0.09%

SYL.AX

1.74%

TAH.AX

TEA.AX

0.72%

TNE.AX

0.79%

TLX.AX

2.8%

TLS.AX

TPW.AX

-0.53%

A2M.AX

0.28%

TLC.AX

0.09%

SGR.AX

TVN.AX

TWR.AX

TPG.AX

0.24%

TCL.AX

0.21%

TWE.AX

-0.23%

TUA.AX

0.76%

TCG.AX

8.04%

UNI.AX

0.54%

VAU.AX

3.01%

VNT.AX

0.94%

VCX.AX

0.4%

VGN.AX

2.76%

VEA.AX

VUL.AX

2.33%

VSL.AX

0.78%

WA1.AX

3.75%

WGN.AX

1.97%

WAM.AX

1.16%

WGB.AX

1.9%

WLE.AX

0.38%

SOL.AX

1.09%

WPR.AX

WEB.AX

1.32%

WBT.AX

2.12%

WES.AX

0.63%

WAF.AX

3.39%

WGX.AX

4.86%

WBC.AX

-0.05%

WHF.AX

1.04%

WHC.AX

1.78%

WIA.AX

WC8.AX

4.27%

WTN.AX

WTC.AX

2.29%

WDS.AX

-1.01%

WOW.AX

-0.81%

WOR.AX

1.27%

XRO.AX

1.5%

YAL.AX

-0.26%

ZIM.AX

ZIP.AX

1.23%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.28	1.54	1.06
SSO ASX Small Caps	15.71	0	0
IVV S&P 500	66.82	0.28	0.42
NDQ Nasdaq	56.26	0.15	0.27
F100 FTSE 100	14.81	0.21	1.44
ASIA Asia Tech	17.89	0.33	1.88
IEU Europe	98.51	1.44	1.48
IEM Emerging Markets	89.28	0.36	0.4
Gold Gold	58.81	0.56	0.96
ACDC Battery Tech	175.50	5.27	3.1

COMMODITIES	Close($)	-/+	%
Gold	4,625.20	3.61	0.08
Silver	74.44	0.7061	0.96
Platinum	1,991.35	5.8212	0.29
Palladium	1,535.25	11.3534	0.75
Ice Brent Crude	114.09	-3.94	-3.34
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7198	-0.0001	-0.01
Euro	1.1725	-0.0005	-0.04
British Pound	1.3599	-0.0001	-0.01
Canadian Dollar	1.3576	-0.0002	-0.01
New Zealand Dollar	0.5903	-0.0004	-0.07
Chinese Yuan	6.8273	-0.0102	-0.15
Japanese Yen	157.1500	0.58	0.37

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.62	3.33%	72.86%	0.30 0.75
BGL	Bellevue Gold Ltd	1.53	3.03%	75.27%	0.78 2.00
BHP	Bhp Group Ltd	55.30	2.94%	43.89%	35.52 59.39
FMG	Fortescue Ltd	19.99	1.73%	23.52%	14.31 23.38
NHC	New Hope Corporation Ltd	5.48	-0.09%	44.80%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.49	0.95%	62.01%	4.96 9.90
NEM	Newmont Cdi	153.96	2.42%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.42	6.74%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.95	3.92%	63.09%	9.81 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	4.74	15.49
TCG	Turaco Gold	0.61	8.04
EUR	European Lithium	0.43	7.59
NXG	Nexgen Ene Cdi	17.47	7.05
BNZ	Benz Mining-cdi	2.14	6.47
PDN	Paladin Energy	12.25	6.29
LIN	Lindian Resource	0.85	6.25
DYL	Deep Yellow	1.90	6.16
BOE	Boss Energy	1.48	6.12
EQR	Eq Resources	0.29	5.56

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-25
SKC	Skycity Entertai	0.51	-5.56
ING	Inghams Group	1.79	-5.31
HLI	Helia Group	5.15	-4.01
CBO	Cobram Estate	3.84	-2.04
MCY	Mercury Nz	5.40	-1.82
ASK	Abacus Storage K	1.40	-1.76
REG	Regis Healthcare	6.54	-1.36
LFS	Latitude Group	0.92	-1.08
WDS	Woodside Energy	33.21	-1.01

OPINION

Latest Market Matters Opinions

01/05/2026 09:05

Global X Semiconductor ETF (ASX:SEMI) $31.82

The SEMI ETF can be described as the “Picks & Shovels ETF Play” providing exposure to the world's leading semiconductor companies, spanning chip designers, manufacturers, and equipment providers, with heavyweights like NVIDIA, TSM and ASML Holdings (NASDAQ:ASML) major holdings. In simple terms, no AI model gets trained, no data centre gets built, and no smart device gets made without the chips SEMI's holdings produce, making it the most direct play on the raw computing power driving the entire AI buildout.

01/05/2026 09:04

BetaShares Global Robotics & AI ETF (ASX: RBTZ) $14.90

The RBTZ ETF tracks the world's leading robotics and AI companies across industrial automation, AI, and unmanned vehicles, again giving ASX investors access to a sector that is heavily underrepresented on the local exchange. Rather than betting on one AI winner, it spreads your money across the entire ecosystem of companies building, programming, and deploying the robots and algorithms reshaping the global economy.

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Market Matters Content

ETF Friday: Four ASX ETFs to track the ongoing massive AI buildout

Morning report 01/05/2026

Afternoon Report

The Match Out: Supermarkets under the pump as Woolworths leads the ASX lower

Afternoon report 30/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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

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Latest View Points

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

APA

ALX

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Morning Report

ETF Friday: Four ASX ETFs to track the ongoing massive AI buildout

Morning report 01/05/2026

Afternoon Report

The Match Out: Supermarkets under the pump as Woolworths leads the ASX lower

Afternoon report 30/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

Ask James

Question asked 24/04/2026

Banks

Latest View Points

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

APA

ALX

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Opinion + Action