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ANALYSIS

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29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.10	0	0
SSO ASX Small Caps	16.71	0	0
IVV S&P 500	69.19	0	0
NDQ Nasdaq	57.08	0	0
F100 FTSE 100	14.57	0	0
ASIA Asia Tech	14.30	0	0
IEU Europe	99.58	0	0
IEM Emerging Markets	84.24	0	0
Gold Gold	57.65	0	0
ACDC Battery Tech	136.92	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,076.16	-0.8291	-0.02
Silver	50.66	0.0602	0.12
Platinum	1,513.00	1.449	0.1
Palladium	1,384.09	6.3433	0.46
Ice Brent Crude	63.12	-0.39	-0.61
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6446	0.0009	0.14
Euro	1.1528	0.0001	0.01
British Pound	1.3068	-0.0002	-0.02
Canadian Dollar	1.4097	0.0001	0.01
New Zealand Dollar	0.5588	0.0006	0.11
Chinese Yuan	7.1160	0.0054	0.08
Japanese Yen	157.4100	-0.05	-0.03

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	4.39	0%	30.89%	3.27 4.93
DDR	Dicker Data Ltd	10.07	0%	12.80%	7.58 10.67
GQG	Gqg Partners Inc	1.55	0%	-39.37%	1.43 2.72
HUB	Hub24 Ltd	103.44	0%	37.71%	48.84 122.03
JHX	James Hardie Ind	27.74	0%	-51.87%	24.41 58.82
MGR	Mirvac Group	2.27	0%	6.57%	1.81 2.46
NSR	National Storage Reit	2.27	0%	-9.20%	2.05 2.56
PDN	Paladin Energy Ltd	8.17	0%	1.27%	3.93 9.95
WTC	Wisetech Global Ltd	64.21	0%	-54.71%	61.49 141.61
XRO	Xero Ltd	120.47	0%	-30.73%	116.81 196.52

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.40
4DX	4dmedical	1.46
ABG	Abacus Group Unt	1.17
ASK	Abacus Storage K	1.39
AX1	Accent Group	1.20
AGL	Agl Energy	9.12
AIZ	Air New Zealand	0.53
AAI	Alcoa Corpor Cdi	57.36
ALK	Alkane Resources	0.96
A4N	Alpha Hpa	0.73

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.98
ZIM	Zimplats Holding	18.21
YAL	Yancoal Australi	5.45
XRO	Xero	120.47
WOR	Worley	13.22
WOW	Woolworths Group	28.09
WDS	Woodside Energy	26.12
WTC	Wisetech Global	64.21
WHC	Whitehaven Coal	6.93
WHF	Whitefield Indus	5.58

OPINION

Latest Market Matters Opinions

21/11/2025 09:55

iShares Core Dividend Growth ETF (DGRO US) $US67.45

The iShares Core Dividend Growth ETF (DGRO) is one of the largest and most successful exchange-traded funds in this class. Its diverse portfolio of approximately 400 U.S. stocks is culled by screening for five years of uninterrupted dividend growth, dividend payouts not exceeding 75% of earnings - a self-imposed quality screen for investors.

21/11/2025 09:54

Vanguard Australian Shares High Yield ETF (VHY) $77.23

There are two reasons to hold stocks: growth and yield, it's that simple. The ASX provides yield in abundance compared to its global peers, plus it has the added attraction of franking credits for many local investors.

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ETF Friday: Five ETFs to lessen the dependence on the “AI Trade”

Morning report 21/11/2025

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Afternoon report 20/11/2025

Ask James ASK A QUESTION

Ask James

Question asked 08/11/2025

DroneShield (DRO), Electro Optic Systems (EOS), Cash (AAA) & James Hardie (JHX)

Hi Team, I would appreciate your opinion on the following: 1) Which is a better investment DRO , EOS or neither? Do you think they have bottomed? 2) Is AAA as safe as bank deposits? Is it prudent to put property settlement funds in AAA while waiting for the settlement? 3) I read one reason for the JHX share to drop so much yesterday is the cancellation of their CDI. Am I mistaken & how does it affect the share price? I really appreciate the MM Q& A session every Saturday. Thanks again

Ask James

Question asked 15/11/2025

Updated views on Starpharma (SPL) and Actinogen Medical (ACW)

Thanks for your insights which I value both for my own investing and for your relevant portfolios. It has been a while since reviewing SPL in detail as far as I can tell but you do indicate a bullish bias. Can you please update after recent news flow that seems to change the trajectory of SPL. Also, a while back you indicated a positive although risky evaluation of Actinogen Medical which seems to be awakening. Once an upward trend is established - does that reinforce a positive view with a little less risk (relatively speaking). Thanks for your general advice. Thanks James for your insight. Understand MM is not into speculative stock. Is SPL a turn around story and worth putting some spare money into this Biotech company which has the potential to become an investible stock in the next few years ? Thanks. John

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