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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.47%

4DX.AX

3.57%

ABG.AX

AIS.AX

-1.89%

AGL.AX

0.12%

A1M.AX

AIZ.AX

AAI.AX

2.95%

ALK.AX

0.51%

A4N.AX

0.93%

ALQ.AX

0.98%

AMC.AX

-0.65%

AOV.AX

0.16%

AMP.AX

0.85%

ALD.AX

0.83%

ASL.AX

-1.42%

ANN.AX

0.1%

ANZ.AX

-0.16%

APA.AX

-0.09%

ARU.AX

1.22%

ARB.AX

1.74%

ARF.AX

-1.28%

ARG.AX

0.11%

ALL.AX

0.88%

AYA.AX

3.41%

APZ.AX

-1.16%

ASX.AX

0.02%

ALX.AX

-0.64%

AUB.AX

0.1%

AIA.AX

0.42%

AXQ.AX

0.31%

AMI.AX

3.45%

AZJ.AX

0.27%

AUC.AX

3.17%

ABB.AX

ASB.AX

0.97%

AAC.AX

ACL.AX

1.42%

AEF.AX

0.84%

AFI.AX

AUI.AX

-0.26%

BOQ.AX

0.79%

BMN.AX

0.21%

BCI.AX

-3.16%

BPT.AX

-0.58%

BGA.AX

1.14%

BGL.AX

-0.3%

BEN.AX

0.67%

BNZ.AX

-1.2%

BHP.AX

0.21%

BKI.AX

0.81%

BC8.AX

XYZ.AX

2.39%

BSL.AX

0.07%

BMC.AX

0.66%

BOE.AX

-3.3%

BXB.AX

0.56%

BVS.AX

0.66%

BRE.AX

0.24%

BRG.AX

-0.12%

BTR.AX

-0.85%

BFL.AX

BWP.AX

-0.82%

CMM.AX

-1.84%

CSC.AX

1.72%

CAR.AX

-0.35%

CIN.AX

CYL.AX

0.3%

CAT.AX

1.49%

CWP.AX

-0.79%

CNI.AX

1.05%

CIP.AX

-0.69%

COF.AX

0.57%

CHN.AX

-0.36%

CGF.AX

-0.1%

CIA.AX

0.85%

CHC.AX

-0.15%

CLW.AX

-0.28%

CQR.AX

-0.63%

CQE.AX

0.41%

CNU.AX

-0.2%

C79.AX

1.57%

CVL.AX

3.49%

CU6.AX

0.43%

CWY.AX

0.2%

CBO.AX

-13.33%

COH.AX

0.81%

CDA.AX

0.75%

CGS.AX

-0.94%

COL.AX

-0.21%

CKF.AX

0.24%

CBA.AX

0.06%

CPU.AX

0.44%

CEN.AX

CXO.AX

-1.37%

CCP.AX

0.57%

CMW.AX

CSL.AX

0.44%

CCL.AX

-0.71%

DBI.AX

-1.53%

DTL.AX

1.32%

DYL.AX

-1.15%

DRR.AX

0.24%

DVP.AX

0.71%

DXS.AX

-0.35%

DXI.AX

1.27%

DDR.AX

14.71%

DGT.AX

0.39%

DJW.AX

0.67%

DMP.AX

0.69%

DOW.AX

0.45%

DPM.AX

-0.06%

DRO.AX

-1.11%

DUR.AX

1.39%

DNL.AX

0.8%

APE.AX

1.35%

EBO.AX

0.45%

EIQ.AX

0.33%

ELD.AX

0.51%

EOS.AX

-2.45%

ELV.AX

3.46%

ELS.AX

-0.17%

EHL.AX

3.1%

EMR.AX

-0.78%

EDV.AX

0.82%

EOL.AX

0.6%

EQR.AX

-1.83%

EQT.AX

-2.19%

EUR.AX

-0.66%

EVN.AX

-0.32%

EVT.AX

-0.07%

FDC.AX

0.92%

FCL.AX

FFM.AX

0.52%

FPH.AX

0.85%

FPR.AX

0.24%

FBU.AX

0.92%

FLT.AX

0.37%

FML.AX

1.41%

FRS.AX

-2.5%

FMG.AX

0.9%

FRW.AX

FGX.AX

-0.37%

FGG.AX

-0.91%

GLF.AX

-1.24%

GDG.AX

GNE.AX

-0.45%

GMD.AX

1.68%

GNP.AX

0.82%

GMG.AX

0.64%

GPT.AX

0.22%

GQG.AX

0.75%

GNG.AX

-1.06%

GNC.AX

3.3%

GGP.AX

-2.22%

G6M.AX

1.44%

GOZ.AX

GCI.AX

GYG.AX

0.17%

GWA.AX

-0.49%

HSN.AX

2.32%

HVN.AX

2.67%

HGH.AX

HM1.AX

1.31%

HLI.AX

0.88%

HMC.AX

1.48%

HDN.AX

0.45%

HUB.AX

0.47%

IEL.AX

1.95%

IGO.AX

2.17%

ILU.AX

0.29%

IMD.AX

IMR.AX

1.04%

IFT.AX

0.76%

INA.AX

-3.12%

ING.AX

0.24%

IAG.AX

-0.25%

IDX.AX

-0.86%

IPG.AX

0.73%

IPX.AX

5.8%

IPH.AX

0.44%

IRE.AX

-1.17%

JHX.AX

-1.44%

JBH.AX

JDO.AX

0.49%

JMS.AX

KAR.AX

2.36%

KLS.AX

-0.68%

KCN.AX

-0.19%

KKC.AX

-0.46%

GLS.AX

0.96%

L1G.AX

0.38%

LSF.AX

0.82%

LGF.AX

-0.83%

LRV.AX

1.98%

LFS.AX

1.08%

LLC.AX

0.7%

LFG.AX

-0.84%

360.AX

LIC.AX

-1.07%

LNW.AX

-1.65%

LIN.AX

-0.66%

LTR.AX

1.75%

LOV.AX

1.12%

LYL.AX

-0.91%

LYC.AX

-0.24%

MA1.AX

0.26%

MAF.AX

1.78%

MGH.AX

-1.27%

MAH.AX

MQG.AX

0.18%

MAQ.AX

2.05%

MAD.AX

1.33%

MFG.AX

-1.16%

MMS.AX

8.21%

MM8.AX

0.93%

MPL.AX

0.85%

MP1.AX

1.58%

MCY.AX

MEZ.AX

0.45%

MSB.AX

1.66%

MLX.AX

0.78%

MTS.AX

-0.17%

MEI.AX

MOT.AX

-0.62%

MXT.AX

0.26%

MFF.AX

-0.94%

MIN.AX

-1.81%

MI6.AX

1.68%

MIR.AX

MGR.AX

MND.AX

-0.48%

MYS.AX

-2.44%

NAN.AX

0.75%

NAB.AX

0.37%

NGI.AX

1.17%

NWL.AX

1.12%

NEU.AX

-1.33%

NHC.AX

1.36%

NMG.AX

-0.7%

NEM.AX

0.27%

NWS.AX

0.8%

NXG.AX

0.72%

NXT.AX

5.15%

NHF.AX

-0.3%

NCK.AX

0.67%

NIC.AX

-0.29%

NEC.AX

-1.54%

NST.AX

0.29%

NWH.AX

-1.3%

NUF.AX

-0.63%

NXL.AX

0.49%

OCL.AX

1.26%

OML.AX

-0.3%

OPH.AX

-0.8%

OBM.AX

2.22%

ORI.AX

0.09%

ORG.AX

0.68%

ORA.AX

-2.19%

PDN.AX

-0.5%

PNR.AX

1.47%

PPC.AX

-0.77%

PPM.AX

0.52%

PRN.AX

0.22%

PPT.AX

-0.15%

PCI.AX

PRU.AX

-0.3%

PXA.AX

-16.81%

PNI.AX

0.8%

PL8.AX

PLS.AX

1.26%

PGF.AX

0.31%

PNV.AX

2.43%

PDIDB.AX

4.32%

PMV.AX

0.51%

PME.AX

3.14%

PWH.AX

PYC.AX

-0.44%

QAN.AX

-1.14%

QBE.AX

-0.36%

QAL.AX

-0.34%

QRI.AX

RMS.AX

1.53%

RHC.AX

4.71%

REA.AX

2.87%

RDX.AX

0.29%

REH.AX

-0.06%

RF1.AX

0.28%

RPL.AX

-5.24%

RG1.AX

-0.4%

RGN.AX

REG.AX

0.49%

RRL.AX

1.06%

RWC.AX

0.12%

RMD.AX

1.05%

RSG.AX

0.73%

SGLLV.AX

0.59%

RIC.AX

1.16%

RIO.AX

-0.89%

RXL.AX

RFF.AX

0.26%

RYM.AX

1.15%

SFR.AX

-0.17%

SMI.AX

0.9%

STO.AX

0.5%

SCG.AX

-0.28%

SEK.AX

1.09%

SHV.AX

0.22%

SRV.AX

-0.49%

SSM.AX

SGH.AX

0.34%

SHA.AX

-3.27%

SIG.AX

0.76%

SLX.AX

0.17%

SGM.AX

1.74%

SDR.AX

3.26%

SKS.AX

SKC.AX

0.89%

SIQ.AX

-5.84%

SHL.AX

0.72%

S32.AX

-1.44%

SX2.AX

1.28%

SXE.AX

0.67%

SPK.AX

0.28%

SRG.AX

-0.26%

SBM.AX

13.53%

SMR.AX

1.13%

SDF.AX

-0.17%

SGP.AX

-0.57%

SKG.AX

SNZ.AX

SUN.AX

-0.37%

SRL.AX

1.22%

SUL.AX

0.61%

SLC.AX

SNL.AX

0.56%

SYL.AX

-1.36%

TAH.AX

1.04%

TEA.AX

0.92%

TNE.AX

2.62%

TLX.AX

1.22%

TLS.AX

-0.11%

TPW.AX

3.03%

A2M.AX

0.88%

TLC.AX

SGR.AX

-5.56%

TVN.AX

THL.AX

TWR.AX

0.32%

TPG.AX

0.13%

TCL.AX

0.29%

TWE.AX

TUA.AX

0.92%

TCG.AX

-0.64%

TRA.AX

USL.AX

1.17%

UNI.AX

0.6%

VAU.AX

1.62%

VNT.AX

-1.48%

VCX.AX

0.2%

VGN.AX

-0.36%

VMM.AX

-1.25%

VGL.AX

VEA.AX

1.39%

VUL.AX

1.16%

VSL.AX

0.75%

VYS.AX

-0.93%

WA1.AX

WGN.AX

3.41%

WAM.AX

-15.89%

WGB.AX

WLE.AX

-0.37%

SOL.AX

0.69%

WPR.AX

-1.65%

WQG.AX

0.71%

WEB.AX

-1.04%

WBT.AX

-0.77%

WES.AX

0.47%

WAF.AX

0.77%

WGX.AX

1.52%

WBC.AX

0.21%

WHF.AX

1.02%

WHC.AX

1.35%

WIA.AX

WC8.AX

WTC.AX

2.12%

WDS.AX

0.84%

WOW.AX

0.08%

WOR.AX

1.19%

XRO.AX

3.1%

YAL.AX

1.92%

ZIM.AX

7.22%

ZIP.AX

2.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.66	0.54	0.36
SSO ASX Small Caps	15.01	0.02	0.13
IVV S&P 500	71.41	0.02	0.03
NDQ Nasdaq	59.73	0.32	0.54
F100 FTSE 100	15.33	-0.05	-0.33
ASIA Asia Tech	20.03	-0.02	-0.1
IEU Europe	98.40	-0.85	-0.86
IEM Emerging Markets	94.58	0.08	0.08
Gold Gold	58.44	-0.13	-0.22
ACDC Battery Tech	127.75	0.65	0.51

COMMODITIES	Close($)	-/+	%
Gold	4,592.95	-8.05	-0.17
Silver	69.21	-0.0427	-0.06
Platinum	1,845.82	-0.5853	-0.03
Palladium	1,349.95	-0.5952	-0.04
Ice Brent Crude	89.39	1.55	1.76
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7196	0.0002	0.03
Euro	1.1649	0.0001	0.01
British Pound	1.3594	0.0002	0.01
Canadian Dollar	1.3850	-0.0004	-0.03
New Zealand Dollar	0.5954	0.0004	0.07
Chinese Yuan	6.7198	-0.0027	-0.04
Japanese Yen	159.3500	-0.04	-0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.85	-0.59%	172.31%	0.32 0.89
BGL	Bellevue Gold Limited	1.68	0.45%	92.74%	0.86 2.00
BHP	Bhp Group Ltd	66.49	0.14%	58.03%	39.30 68.77
FMG	Fortescue Ltd	17.89	1.05%	-8.69%	17.44 23.38
NHC	New Hope Corporation Ltd	5.97	1.53%	32.65%	3.77 6.17
WHC	Whitehaven Coal Limited	8.21	1.05%	19.56%	5.94 9.90
NEM	Newmont Cdi	183.28	0.55%	0.00%	110.84 190.91
NXG	Nexgen Ene Cdi	15.43	0.85%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	23.20	-0.3%	91.67%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DDR	Dicker Data	14.55	14.71
SBM	St Barbara	0.76	13.53
MMS	Mcmillan Shakesp	21.08	8.21
ZIM	Zimplats Holding	16.79	7.22
IPX	Iperionx	3.10	5.8
NXT	Nextdc	14.28	5.15
RHC	Ramsay Health Ca	52.42	4.71
PDIDB	Predictive Def	4.59	4.32
360	Life360 Inc.	20.78	4
4DX	4dmedical	3.77	3.57

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PXA	Pexa Group	6.73	-16.81
WAM	Wam Capital	1.27	-15.89
CBO	Cobram Estate	2.86	-13.33
SIQ	Smartgroup Corpo	10.64	-5.84
SGR	The Star Enterta	0.13	-5.56
RPL	Regal Partners	2.71	-5.24
BOE	Boss Energy	1.47	-3.3
SHA	Shape Australia	7.10	-3.27
BCI	Bci Minerals	0.46	-3.16
INA	Ingenia Communit	3.73	-3.12

OPINION

Latest Market Matters Opinions

28/08/2026 09:08

Global X Ultra Long Nasdaq 100 Complex ETF (ASX: LNAS) $11.88

The Global X Ultra Long Nasdaq 100 Complex ETF (ASX: LNAS) provides geared exposure to the Nasdaq 100, aiming to amplify movements in the index and therefore offering significantly more upside, and downside, than an unleveraged ETF such as NDQ. With a 1.00% annual management fee and around A$80m in assets, it is a smaller, higher-risk product generally better suited to tactical short-term traders/investors comfortable with leverage and greater volatility.

28/08/2026 09:08

BetaShares NASDAQ 100 ETF (ASX: NDQ) $59.41

The NDQ ETF offers exposure to the 100 largest non-financial companies listed on the Nasdaq, giving the fund a strong bias toward US technology and growth stocks. With around A$8.85bn in assets, NDQ is one of the largest and most established ETFs on the ASX, with a management fee of 0.48% p.a. Its largest 5 holdings are all household names: NVIDIA (8%), Apple Inc. (7%), Microsoft (6%), Micron (5%), and Amazon (5%) although with over 100 holdings it has a long tail.

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Market Matters Content

ETF Friday: Has NVIDIA just reignited tech ETFs?

Morning report 28/08/2026

Afternoon Report

The Match Out: ASX tumbles as RBA rate hike fears take hold

Afternoon report 27/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

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Latest View Points

ASIA

FANG

LNAS

NDQ

SEMI

NVDA US

RHC

MIN

WES

APE

SIG

MFG

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Ramsay Health Care (ASX: RHC) up ~14%

Ramsay Health Care (RHC) is punching higher after delivering a strong FY26 result driven largely by cost management, particularly in the UK, with broad-based success across geographies.

ASX:RHC 20/08/2026

Why are gold stocks surging ~10%

The ASX 200 gold stocks surged higher today with an average gain of almost +9% as moves by the US Treasury ignited precious metals trade

ASX:GDX 20/08/2026

Morning Report

ETF Friday: Has NVIDIA just reignited tech ETFs?

Morning report 28/08/2026

Afternoon Report

The Match Out: ASX tumbles as RBA rate hike fears take hold

Afternoon report 27/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Latest View Points

ASIA

FANG

LNAS

NDQ

SEMI

NVDA US

RHC

MIN

WES

APE

SIG

MFG

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is Ramsay Health Care (ASX: RHC) up ~14%

Ramsay Health Care (RHC) is punching higher after delivering a strong FY26 result driven largely by cost management, particularly in the UK, with broad-based success across geographies.

ASX:RHC 20/08/2026

Why are gold stocks surging ~10%

The ASX 200 gold stocks surged higher today with an average gain of almost +9% as moves by the US Treasury ignited precious metals trade

ASX:GDX 20/08/2026

Opinion + Action