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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

5.45%

4DX.AX

-0.27%

ABG.AX

0.5%

ASK.AX

AIS.AX

2.38%

AGL.AX

-1.61%

A1M.AX

8.76%

AIZ.AX

2.05%

AAI.AX

-0.8%

ALK.AX

6.35%

A4N.AX

-0.58%

ALQ.AX

1.04%

AMC.AX

0.36%

AOV.AX

3.74%

AMP.AX

1.26%

ALD.AX

-1.03%

ANN.AX

1.47%

ANZ.AX

0.69%

APA.AX

-2.98%

ARU.AX

ARB.AX

6.46%

ARF.AX

-0.62%

ARG.AX

0.11%

ALL.AX

3.12%

AYA.AX

0.86%

APZ.AX

0.2%

ASX.AX

2.04%

ALX.AX

-0.2%

AUB.AX

1.74%

AIA.AX

1.29%

AMI.AX

6.45%

AZJ.AX

-1.17%

AUC.AX

5.62%

ABB.AX

1.15%

ASB.AX

4.17%

AAC.AX

0.77%

AFI.AX

-0.47%

AUI.AX

-0.64%

BOQ.AX

0.16%

BMN.AX

2.31%

BCI.AX

-1.43%

BPT.AX

-2.94%

BGA.AX

-1.4%

BGL.AX

4.82%

BEN.AX

-0.37%

BNZ.AX

1.08%

BHP.AX

0.61%

BKI.AX

0.85%

BC8.AX

4.76%

XYZ.AX

0.96%

BSL.AX

1.22%

BMC.AX

-3.16%

BOE.AX

4.55%

BXB.AX

BVS.AX

3.86%

BRE.AX

2.1%

BRG.AX

1.66%

BGP.AX

BFL.AX

BWP.AX

0.26%

CMM.AX

1.87%

CSC.AX

2.86%

CAR.AX

3.95%

CIN.AX

1.42%

CYL.AX

6.8%

CAT.AX

3.61%

CWP.AX

-2.76%

CNI.AX

-3.52%

CIP.AX

0.99%

COF.AX

0.54%

CHN.AX

4.24%

CGF.AX

-0.72%

CIA.AX

-0.71%

CHI.AX

-1.15%

CHC.AX

-1.78%

CLW.AX

-0.27%

CQR.AX

0.76%

CQE.AX

CNU.AX

0.25%

C79.AX

0.16%

CVL.AX

0.25%

CU6.AX

-0.45%

CWY.AX

0.84%

CBO.AX

1.27%

COH.AX

4.17%

CDA.AX

0.35%

COL.AX

-1.32%

CKF.AX

2.23%

CBA.AX

1.13%

CPU.AX

0.99%

CEN.AX

-2.34%

CXO.AX

7.27%

CCP.AX

1.1%

CMW.AX

CSL.AX

0.51%

CCL.AX

0.4%

DBI.AX

0.7%

DTL.AX

0.61%

DTR.AX

23.33%

DYL.AX

4.38%

DRR.AX

0.43%

DVP.AX

0.13%

DXS.AX

0.17%

DXI.AX

-1.21%

DDR.AX

0.59%

DGT.AX

0.78%

DJW.AX

0.36%

DMP.AX

2.71%

DOW.AX

0.49%

DPM.AX

4.02%

DRO.AX

-1.74%

DUR.AX

5.58%

DNL.AX

1.86%

APE.AX

1.53%

EBO.AX

0.55%

EIQ.AX

4.72%

ELD.AX

0.39%

EOS.AX

1.95%

ELV.AX

-6.87%

ELS.AX

-4.52%

EHL.AX

1.52%

EMR.AX

6.5%

EDV.AX

1.55%

ERA.AX

EQR.AX

12.5%

EUR.AX

-4.71%

EVN.AX

2.91%

EVT.AX

0.08%

FCL.AX

-1.4%

FFM.AX

1.97%

FPH.AX

0.79%

FPR.AX

1.01%

FBU.AX

0.37%

FLT.AX

5.33%

FML.AX

2.06%

FRS.AX

0.98%

FMG.AX

-1.07%

FRW.AX

FGX.AX

0.74%

FGG.AX

GLN.AX

4.71%

GLF.AX

GDG.AX

-2.09%

GNE.AX

0.93%

GMD.AX

6.16%

GNP.AX

1.08%

GMG.AX

1.36%

GPT.AX

-0.59%

GQG.AX

1.04%

GNG.AX

GNC.AX

-0.19%

GGP.AX

2.92%

GOZ.AX

0.43%

GCI.AX

GYG.AX

-1.4%

GWA.AX

0.44%

HSN.AX

2.7%

HVN.AX

1.25%

HGH.AX

-0.5%

HM1.AX

HLI.AX

1.38%

HMC.AX

3.69%

HDN.AX

1.56%

HUB.AX

-1.53%

IEL.AX

6.19%

IGO.AX

1.94%

ILU.AX

-0.13%

IMD.AX

1.4%

IMR.AX

4.42%

IFT.AX

-0.32%

INA.AX

ING.AX

0.47%

IAG.AX

1.65%

IDX.AX

IPG.AX

5.89%

IPX.AX

-2.56%

IPH.AX

0.72%

IRE.AX

0.81%

JHX.AX

2.04%

JBH.AX

0.61%

JDO.AX

JMS.AX

KAR.AX

-13.37%

KLS.AX

1.36%

KCN.AX

4.04%

KKC.AX

GLS.AX

1.55%

LGF.AX

1.58%

L1G.AX

4.13%

LSF.AX

0.22%

LRV.AX

6.39%

LFS.AX

-0.54%

LLC.AX

-0.68%

LFG.AX

-0.95%

360.AX

-0.35%

LIC.AX

0.6%

LNW.AX

1.07%

LIN.AX

-1.7%

LTR.AX

3.9%

LOV.AX

0.22%

LYL.AX

2.2%

LYC.AX

0.67%

MA1.AX

0.51%

MAF.AX

0.94%

MGH.AX

-1.45%

MAH.AX

1.56%

MQG.AX

1.15%

MAQ.AX

1.74%

MAD.AX

0.12%

MFG.AX

0.42%

MMS.AX

-0.05%

MPL.AX

0.21%

MP1.AX

2.06%

MCY.AX

0.18%

MEZ.AX

-1.65%

MSB.AX

1.28%

MLX.AX

4.56%

MTS.AX

MEI.AX

MOT.AX

-1.46%

MXT.AX

0.26%

MFF.AX

-0.6%

MIN.AX

1.67%

MI6.AX

1.09%

MIR.AX

0.41%

MGR.AX

1.14%

MND.AX

1.33%

MYS.AX

-0.22%

NAN.AX

-0.31%

NAB.AX

-0.58%

NGI.AX

4.56%

NWL.AX

NEU.AX

1.72%

NHC.AX

-1.07%

NMG.AX

4.35%

NEM.AX

2.72%

NWS.AX

1.06%

NXG.AX

2.87%

NXT.AX

0.81%

NHF.AX

0.14%

NCK.AX

1.93%

NIC.AX

2.55%

NEC.AX

NST.AX

2.58%

NWH.AX

0.96%

NUF.AX

0.36%

OCL.AX

0.86%

OML.AX

OPH.AX

3.16%

OBM.AX

5.68%

ORI.AX

-0.04%

ORG.AX

-0.73%

ORA.AX

2.84%

PDN.AX

3.6%

PNR.AX

8.16%

PPC.AX

1.22%

PPM.AX

-2.08%

PRN.AX

1.34%

PPT.AX

0.37%

PCI.AX

0.46%

PRU.AX

4.45%

PXA.AX

3.1%

PNI.AX

1.28%

PL8.AX

PLS.AX

2.75%

PGF.AX

1.61%

PNV.AX

3.09%

PDI.AX

3.21%

PMV.AX

-0.35%

PME.AX

2.92%

PWH.AX

2.29%

PYC.AX

5.12%

QAN.AX

0.2%

QBE.AX

0.43%

QAL.AX

0.35%

QRI.AX

0.66%

QUB.AX

0.79%

RMS.AX

3.75%

RHC.AX

-0.52%

REA.AX

1.13%

RDX.AX

1.36%

REH.AX

0.51%

RF1.AX

-1.08%

RPL.AX

4.71%

RG1.AX

2.62%

RGN.AX

-0.41%

REG.AX

1.11%

RRL.AX

5.38%

RWC.AX

-0.8%

RMD.AX

0.58%

RSG.AX

8.6%

SGLLV.AX

1.44%

RIC.AX

-0.35%

RIO.AX

-0.96%

RXL.AX

6.45%

RFF.AX

RYM.AX

SFR.AX

2.97%

SMI.AX

STO.AX

-1.21%

SCG.AX

SEK.AX

1.68%

SHV.AX

-0.25%

SRV.AX

1.81%

SSM.AX

0.79%

SGH.AX

1.22%

SHA.AX

2.01%

SIG.AX

SLX.AX

3.94%

SGM.AX

1.77%

SDR.AX

10.1%

SKS.AX

1.9%

SIQ.AX

1.7%

SHL.AX

1.12%

S32.AX

0.47%

SX2.AX

3.29%

SXE.AX

-3.94%

SPK.AX

0.64%

SRG.AX

2.82%

SBM.AX

5.79%

SMR.AX

-2.26%

SDF.AX

1.16%

SGP.AX

0.94%

SNZ.AX

SUN.AX

1.53%

SRL.AX

5.63%

SUL.AX

3.08%

SLC.AX

0.28%

SNL.AX

2.78%

SYL.AX

8.15%

TAH.AX

1.18%

TEA.AX

TNE.AX

1.33%

TLX.AX

2.17%

TLS.AX

-0.78%

TPW.AX

6.09%

A2M.AX

1.69%

TLC.AX

0.54%

SGR.AX

7.14%

TVN.AX

3.64%

TWR.AX

2.99%

TPG.AX

-0.82%

TCL.AX

-1.19%

TWE.AX

-0.41%

TUA.AX

-2.96%

TCG.AX

16.33%

TRA.AX

UNI.AX

6.95%

VAU.AX

5.94%

VNT.AX

0.15%

VCX.AX

-0.77%

VGN.AX

1.4%

VMM.AX

8.4%

VEA.AX

0.47%

VUL.AX

0.57%

VSL.AX

0.62%

VYS.AX

3.85%

WA1.AX

1.5%

WGN.AX

6.59%

WAM.AX

0.65%

WGB.AX

-0.46%

WLE.AX

1.14%

SOL.AX

0.62%

WPR.AX

1.61%

WQG.AX

2.14%

WEB.AX

11.07%

WBT.AX

4.57%

WES.AX

0.27%

WAF.AX

3.48%

WGX.AX

5.03%

WBC.AX

-0.53%

WHF.AX

-1.53%

WHC.AX

-2.22%

WIA.AX

0.99%

WC8.AX

16.84%

WTN.AX

WTC.AX

4.1%

WDS.AX

-3.6%

WOW.AX

-1.25%

WOR.AX

-0.7%

XRO.AX

3.45%

YAL.AX

-3.78%

ZIM.AX

2.65%

ZIP.AX

0.69%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.28	0.76	0.51
SSO ASX Small Caps	16.48	0.21	1.29
IVV S&P 500	71.16	-0.27	-0.38
NDQ Nasdaq	63.04	-0.76	-1.19
F100 FTSE 100	15.12	0.08	0.53
ASIA Asia Tech	22.78	-0.02	-0.09
IEU Europe	104.14	0.5	0.48
IEM Emerging Markets	100.05	0.23	0.23
Gold Gold	56.05	0.06	0.11
ACDC Battery Tech	169.99	0.74	0.44

COMMODITIES	Close($)	-/+	%
Gold	4,329.29	-0.8428	-0.02
Silver	69.93	-0.2409	-0.34
Platinum	1,785.47	-18.669	-1.03
Palladium	1,344.78	-6.8911	-0.51
Ice Brent Crude	79.34	-3.83	-4.61
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7059	-0.0007	-0.1
Euro	1.1603	-0.0004	-0.03
British Pound	1.3415	-0.0011	-0.08
Canadian Dollar	1.4001	0.0007	0.05
New Zealand Dollar	0.5812	-0.0018	-0.31
Chinese Yuan	6.7582	0.002	0.03
Japanese Yen	160.1900	-0.26	-0.16

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	8.76%	98.55%	0.30 0.76
BGL	Bellevue Gold Ltd	1.63	4.82%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	65.59	0.61%	74.12%	35.52 65.98
FMG	Fortescue Ltd	20.32	-1.07%	30.66%	14.31 23.38
NHC	New Hope Corporation Ltd	5.53	-1.07%	42.24%	3.63 6.17
WHC	Whitehaven Coal Ltd	8.36	-2.22%	48.18%	5.31 9.90
NEM	Newmont Cdi	154.25	2.72%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	15.06	2.87%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	21.50	2.97%	83.00%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.19	23.33
WC8	Wildcat Resource	0.56	16.84
TCG	Turaco Gold	0.57	16.33
EQR	Eq Resources	0.27	12.5
WEB	Web Travel Group	3.01	11.07
SDR	Siteminder	4.25	10.1
A1M	Aic Mines	0.75	8.76
RSG	Resolute Mining	1.20	8.6
VMM	Viridis Mining	3.87	8.4
PNR	Pantoro Gold	3.05	8.16

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
KAR	Karoon Energy Lt	1.43	-13.37
ELV	Elevra Lithium	12.20	-6.87
EUR	European Lithium	0.41	-4.71
ELS	Elsight	7.82	-4.52
SXE	Southern Cross E	4.63	-3.94
YAL	Yancoal Australi	5.85	-3.78
WDS	Woodside Energy	28.96	-3.6
CNI	Centuria Capital	2.19	-3.52
BMC	Bmc Minerals Cdi	3.06	-3.16
APA	Apa Group	10.42	-2.98

OPINION

Latest Market Matters Opinions

17/06/2026 16:45

Broker Moves

• Transurban Cut to Sell at Morgans Financial Limited; PT A$12.50 • TBN AU Rated New Positive at Evans & Partners Pty Ltd • Joyce Rated New Buy at Canaccord; PT A$6.68 • Telstra Group Rated New Neutral at Citi; PT A$5.50

17/06/2026 16:45

What Mattered Today

The ASX shook off a weak start to finish firmly higher today, extending its recent recovery as investors continued rotating out of energy and into resources, financials and growth exposures. The market opened lower before steadily improving through the session, with buying increasing into the afternoon as optimism around US-Iran agreements accelerated with a proper framework and further details of the deal expected imminently.

ACTION

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Market Matters Content

The Match Out: Miners take the baton as energy rolls over

Morning report 17/06/2026

Afternoon Report

The Match Out: ASX bounces back to close flat, RBA holds at 4.35%

Afternoon report 16/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 12/06/2026

Has CSL Ltd (ASX: CSL) turned the corner?

Hi Team, Do you think CSL has turned the corner? General opinion only Thanks Also, how does MM interpret ASX news releases.

Ask James

Question asked 12/06/2026

SmartGroup Corp Ltd (ASX: SIQ) Outperformance

I started buying SIQ after MM bought the stock "for income" more than 6 months ago. I was influenced by the fact that management is very capable and has skin in the game but was worried that the Labor government might change the EV concessions and FBT rules. I have started selling but I'd like to know why the stock has performed so well. John I wonder whether you could please give your thoughts on Smart Group. Having seen many stocks hit highs only to hold and watch them retrace (CSL comes to mind) I'm wondering whether if MM still held SIQ at the moment whether this would be a time that it would sell ? or stay on to ride the winners for more upside? Many Thanks Don

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