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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

4DX.AX

0.25%

ABG.AX

1.47%

ASK.AX

0.35%

AGL.AX

1.15%

AIZ.AX

AAI.AX

2.45%

ALK.AX

-1.67%

A4N.AX

3.17%

ALQ.AX

0.38%

AMC.AX

0.26%

AOV.AX

-2.18%

AMP.AX

0.34%

AEL.AX

-2.28%

ALD.AX

1.85%

ANN.AX

-0.42%

ANZ.AX

-2.84%

APA.AX

1.55%

ARU.AX

ARB.AX

0.54%

ARF.AX

2.11%

ARG.AX

0.57%

ALL.AX

0.99%

AYA.AX

2.27%

APZ.AX

1.26%

ASX.AX

1.28%

ALX.AX

AUB.AX

-0.78%

AIA.AX

1.64%

AZJ.AX

2.4%

ABB.AX

-0.19%

ASB.AX

2.18%

AAC.AX

-0.38%

AFG.AX

1.01%

AFI.AX

0.3%

AUI.AX

-0.18%

ASG.AX

1.65%

BOQ.AX

-0.89%

BMN.AX

3.73%

BCI.AX

BPT.AX

-0.43%

BGA.AX

1.45%

BGL.AX

1.01%

BEN.AX

0.84%

BNZ.AX

5.97%

BHP.AX

2.27%

BKI.AX

-0.28%

BC8.AX

0.9%

XYZ.AX

0.61%

BSL.AX

0.7%

BMC.AX

BOE.AX

2.52%

BXB.AX

1.33%

BVS.AX

-0.47%

BRE.AX

BRG.AX

-0.9%

BGP.AX

BFL.AX

-1.08%

BWP.AX

0.77%

CMM.AX

3.88%

CSC.AX

1.8%

CAR.AX

-0.43%

CIN.AX

-3.59%

CYL.AX

0.77%

CAT.AX

-1.84%

CWP.AX

-5.66%

CNI.AX

4.75%

CIP.AX

0.33%

COF.AX

-0.53%

CHN.AX

0.66%

CGF.AX

2.34%

CIA.AX

3.85%

CHI.AX

CHC.AX

-0.3%

CLW.AX

1.43%

CQR.AX

0.77%

CQE.AX

0.38%

CNU.AX

3.25%

C79.AX

-2.13%

CVL.AX

-0.31%

CU6.AX

2.47%

CWY.AX

1.8%

CBO.AX

COH.AX

5.07%

CDA.AX

3.96%

COL.AX

3.66%

CKF.AX

1.95%

CBA.AX

-0.36%

CPU.AX

1.82%

CEN.AX

0.39%

CXO.AX

1.56%

CCP.AX

0.19%

CMW.AX

1.25%

CSL.AX

0.38%

CCL.AX

1.07%

DBI.AX

2.4%

DTL.AX

0.62%

DTR.AX

2.22%

DYL.AX

1.68%

DRR.AX

2.43%

DVP.AX

1.52%

DXS.AX

0.48%

DXI.AX

0.4%

DDR.AX

3.61%

DGT.AX

-0.42%

DJW.AX

0.69%

DMP.AX

-0.97%

DOW.AX

0.13%

DPM.AX

-0.1%

DRO.AX

1.98%

DUR.AX

-3.19%

DNL.AX

2.14%

APE.AX

3.71%

EBO.AX

0.69%

EIQ.AX

7.49%

ELD.AX

0.56%

EOS.AX

2.65%

ELV.AX

-0.44%

ELS.AX

6.23%

EHL.AX

-2.21%

EMR.AX

1.21%

EDV.AX

2.09%

ERA.AX

EQR.AX

-5.56%

EQT.AX

EUR.AX

8.86%

EVN.AX

2.1%

EVT.AX

0.92%

FCL.AX

1.06%

FFM.AX

-6.63%

FPH.AX

-0.7%

FPR.AX

0.85%

FBU.AX

4.37%

FLT.AX

-0.39%

FML.AX

-2.53%

FRS.AX

0.99%

FMG.AX

1.83%

FRW.AX

FGX.AX

0.77%

FGG.AX

GLN.AX

3.81%

GLF.AX

1.94%

GDG.AX

-0.77%

GNE.AX

1.01%

GMD.AX

-1.2%

GTK.AX

-2.45%

GNP.AX

1.82%

GMG.AX

1.28%

GPT.AX

1.26%

GQG.AX

1.52%

GNG.AX

1.77%

GNC.AX

2.1%

GGP.AX

0.97%

GOZ.AX

GCI.AX

0.98%

GYG.AX

5.19%

GWA.AX

0.5%

HSN.AX

-1.39%

HVN.AX

-0.22%

HGH.AX

1.66%

HM1.AX

0.34%

HLI.AX

0.19%

HMC.AX

0.4%

HDN.AX

0.39%

HUB.AX

-0.74%

IEL.AX

-0.3%

IGO.AX

3.36%

ILU.AX

3.47%

IMD.AX

IMR.AX

IFT.AX

2.45%

INA.AX

1.51%

ING.AX

-3.45%

IAG.AX

IDX.AX

-0.45%

IPG.AX

1.42%

IPX.AX

9.76%

IPH.AX

2.75%

IRE.AX

-0.45%

JHX.AX

0.96%

JBH.AX

1.39%

JDO.AX

1.75%

JMS.AX

-5.45%

KAR.AX

-0.91%

KLS.AX

1.3%

KCN.AX

2.93%

KKC.AX

0.48%

GLS.AX

2.67%

LGF.AX

0.49%

L1G.AX

1.79%

LSF.AX

2.91%

LRV.AX

0.4%

LFS.AX

-1.61%

LLC.AX

-0.6%

LFG.AX

1.5%

360.AX

-0.94%

LIC.AX

LNW.AX

-0.43%

LIN.AX

2.5%

LTR.AX

12.34%

LOV.AX

1.73%

LYL.AX

0.24%

LYC.AX

0.68%

MA1.AX

-0.51%

MAF.AX

0.14%

MGH.AX

0.91%

MAH.AX

1.37%

MQG.AX

1.32%

MAQ.AX

-0.29%

MAD.AX

4.52%

MFG.AX

0.69%

MAU.AX

1.05%

MMS.AX

0.76%

MPL.AX

0.64%

MP1.AX

-2.4%

MCY.AX

MEZ.AX

2.62%

MSB.AX

3.77%

MLX.AX

-2.89%

MTS.AX

-0.74%

MEI.AX

10.81%

MOT.AX

MXT.AX

-0.51%

MFF.AX

3.28%

MIN.AX

4.69%

MI6.AX

2.86%

MIR.AX

1.16%

MGR.AX

0.29%

MND.AX

3.9%

MYS.AX

1.52%

NAN.AX

-3.17%

NAB.AX

-0.13%

NGI.AX

NWL.AX

-0.51%

NEU.AX

0.08%

NHC.AX

0.91%

NMG.AX

6.38%

NEM.AX

2.24%

NWS.AX

0.59%

NXG.AX

6.31%

NXT.AX

0.07%

NHF.AX

1.95%

NCK.AX

0.07%

NIC.AX

2.9%

NEC.AX

-1.58%

NST.AX

0.81%

NWH.AX

5.23%

NUF.AX

2.05%

NXL.AX

-1%

OCL.AX

0.96%

OML.AX

1.28%

OPH.AX

0.77%

OBM.AX

1.89%

ORI.AX

0.81%

ORG.AX

-0.25%

ORA.AX

4.96%

PDN.AX

3.91%

PNR.AX

-1.23%

PPC.AX

-2.79%

PPM.AX

2.03%

PRN.AX

2.16%

PPT.AX

0.48%

PCI.AX

PRU.AX

-0.55%

PXA.AX

-0.64%

PNI.AX

0.4%

PL8.AX

1.44%

PLS.AX

1.99%

PGF.AX

1.38%

PNV.AX

-0.5%

PDI.AX

-1.62%

PMV.AX

PME.AX

1.31%

PFP.AX

-1.58%

PWH.AX

-1.73%

PYC.AX

-2.78%

QAN.AX

0.83%

QBE.AX

0.58%

QAL.AX

-2.49%

QRI.AX

0.64%

QUB.AX

-0.4%

RMS.AX

1.19%

RHC.AX

-1.82%

REA.AX

0.28%

RDX.AX

REH.AX

0.66%

RF1.AX

-0.29%

RPL.AX

-0.43%

RG1.AX

RGN.AX

0.87%

REG.AX

0.9%

RRL.AX

2.02%

RWC.AX

1.54%

RMD.AX

-3.53%

RSG.AX

2.16%

SGLLV.AX

-0.39%

RIC.AX

-1.43%

RIO.AX

2.73%

RXL.AX

1.23%

RFF.AX

RYM.AX

3.8%

SFR.AX

2.88%

SMI.AX

1.79%

STO.AX

0.25%

SCG.AX

1.62%

SEK.AX

SHV.AX

-1.05%

SRV.AX

0.46%

SSM.AX

2.05%

SGH.AX

3.25%

SHA.AX

2.02%

SIG.AX

0.72%

SLX.AX

2.33%

SGM.AX

SDR.AX

-2.63%

SKS.AX

-3.44%

SKC.AX

-5.56%

SIQ.AX

1.44%

SHL.AX

0.96%

S32.AX

2.23%

SX2.AX

-1.22%

SXE.AX

2.9%

SPK.AX

0.29%

SRG.AX

2.78%

SBM.AX

SMR.AX

-0.43%

SDF.AX

-0.94%

SGP.AX

SNZ.AX

-0.15%

SUN.AX

0.12%

SRL.AX

-3.54%

SUL.AX

1.94%

SLC.AX

1.19%

SNL.AX

1.45%

SYL.AX

TAH.AX

3.56%

TEA.AX

-1.08%

TNE.AX

-0.14%

TLX.AX

3.8%

TLS.AX

0.94%

TPW.AX

-1.77%

A2M.AX

2.68%

TLC.AX

0.18%

SGR.AX

4.55%

TVN.AX

-3.17%

TWR.AX

TPG.AX

0.24%

TCL.AX

0.43%

TWE.AX

-0.92%

TUA.AX

2.03%

TCG.AX

8.04%

UNI.AX

1.22%

VAU.AX

0.67%

VNT.AX

2.26%

VCX.AX

1.2%

VGN.AX

-0.46%

VEA.AX

1.63%

VUL.AX

0.26%

VSL.AX

0.98%

WA1.AX

3.68%

WGN.AX

WAM.AX

0.87%

WGB.AX

2.38%

WLE.AX

-0.38%

SOL.AX

0.88%

WPR.AX

0.81%

WQG.AX

1.66%

WEB.AX

1.13%

WBT.AX

-2.12%

WES.AX

0.71%

WAF.AX

2.37%

WGX.AX

0.19%

WBC.AX

-0.13%

WHF.AX

2.71%

WHC.AX

2.62%

WIA.AX

-4.08%

WC8.AX

5.13%

WTN.AX

WTC.AX

2.36%

WDS.AX

-1.28%

WOW.AX

-0.7%

WOR.AX

2.12%

XRO.AX

0.66%

YAL.AX

0.52%

ZIM.AX

-0.8%

ZIP.AX

-0.82%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.86	1.12	0.77
SSO ASX Small Caps	15.91	0.2	1.27
IVV S&P 500	66.91	0.37	0.56
NDQ Nasdaq	56.34	0.23	0.41
F100 FTSE 100	14.82	0.22	1.51
ASIA Asia Tech	17.80	0.24	1.37
IEU Europe	98.63	1.56	1.61
IEM Emerging Markets	89.53	0.61	0.69
Gold Gold	58.60	0.35	0.6
ACDC Battery Tech	175.56	5.33	3.13

COMMODITIES	Close($)	-/+	%
Gold	4,613.62	-7.9699	-0.17
Silver	75.34	1.601	2.17
Platinum	1,988.92	3.3878	0.17
Palladium	1,524.60	0.7022	0.05
Ice Brent Crude	109.20	-4.81	-4.22
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7203	0.0004	0.06
Euro	1.1717	-0.0013	-0.11
British Pound	1.3572	-0.0028	-0.21
Canadian Dollar	1.3588	0.001	0.07
New Zealand Dollar	0.5898	-0.0009	-0.15
Chinese Yuan	6.8273	-0.0102	-0.15
Japanese Yen	157.0200	0.45	0.29

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	0.83%	71.43%	0.30 0.75
BGL	Bellevue Gold Ltd	1.50	1.01%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.94	2.27%	45.23%	35.52 59.39
FMG	Fortescue Ltd	20.01	1.83%	21.37%	14.31 23.38
NHC	New Hope Corporation Ltd	5.53	0.91%	49.32%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.63	2.62%	74.70%	4.96 9.90
NEM	Newmont Cdi	153.69	2.24%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.35	6.31%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.78	2.88%	69.67%	10.06 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
LTR	Liontown	2.64	12.34
MEI	Meteoric Resourc	0.21	10.81
IPX	Iperionx	4.50	9.76
EUR	European Lithium	0.43	8.86
TCG	Turaco Gold	0.61	8.04
EIQ	Echoiq	1.01	7.49
NMG	New Murchison	0.05	6.38
NXG	Nexgen Ene Cdi	17.35	6.31
ELS	Elsight	6.82	6.23
BNZ	Benz Mining-cdi	2.13	5.97

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
FFM	Firefly Metals	1.81	-6.63
CWP	Cedar Woods Prop	7.00	-5.66
SKC	Skycity Entertai	0.51	-5.56
EQR	Eq Resources	0.26	-5.56
JMS	Jupiter Mines	0.26	-5.45
WIA	Wia Gold	0.47	-4.08
CIN	Carlton Investme	33.00	-3.59
SRL	Sunrise Energy	12.00	-3.54
RMD	Resmed Inc	28.73	-3.53
ING	Inghams Group	1.82	-3.45

OPINION

Latest Market Matters Opinions

02/05/2026 08:57

First Up

The ASX200 ended its 8-day losing streak on Friday with a solid +0.7% advance, although it promised more early on before the “Big Four Banks” reversed lower. It felt worse, but come the closing bell on Friday, the index was only down 0.6% for the week, although compared to the strong gains in the US, it was a clear disappointment. It was the big end of town that reined in the market last week, with the banks and heavyweight miners retreating. Next Wednesday, we see the RBA step up on interest rates, with credit markets pricing in a ~74% certainty of a 0.25% hike, while on the following Tuesday, we will receive the Federal Budget- there’s no rest for the wicked in May!

01/05/2026 16:54

ResMed Inc (ASX:RMD) 28.73

RMD -3.53%: ResMed delivered a solid March quarter result, with revenue and earnings both ahead of expectations, helped by ongoing demand for its sleep apnoea devices, masks and broader connected-care ecosystem.

ACTION

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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: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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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

ANZ

RMD

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

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: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

ANZ

RMD

IFRA

RBTZ

SEMI

AINF

WOW

MIN

S32

TCL

AGL

ORG

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