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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.59%

4DX.AX

-5.38%

ABG.AX

AIS.AX

-2.08%

AGL.AX

0.91%

A1M.AX

-1.25%

AIZ.AX

3.23%

AAI.AX

2.12%

ALK.AX

-1.12%

A4N.AX

-5.56%

ALQ.AX

-0.3%

AMC.AX

1.27%

AOV.AX

1.26%

AMP.AX

3.78%

AEL.AX

3.88%

ALD.AX

-2.51%

ANN.AX

0.39%

ANZ.AX

1.03%

APA.AX

0.71%

ARU.AX

ARB.AX

0.77%

ARF.AX

1.22%

ARG.AX

-0.88%

ALL.AX

-0.41%

APZ.AX

0.88%

ASX.AX

1.68%

ALX.AX

-1.32%

AIA.AX

-0.45%

AXQ.AX

-1.22%

AMI.AX

-4.55%

AZJ.AX

0.27%

AFI.AX

-1.34%

AUC.AX

-1.15%

ABB.AX

0.25%

ASB.AX

-1.26%

AUB.AX

0.35%

AAC.AX

0.77%

ACL.AX

0.35%

AUI.AX

BMN.AX

0.95%

BAP.AX

-0.63%

BCI.AX

BPT.AX

4.02%

BGA.AX

BGL.AX

-1.72%

BEN.AX

-3.98%

BNZ.AX

19.46%

BHP.AX

0.72%

BOQ.AX

-0.15%

BKI.AX

-0.28%

BC8.AX

2.84%

XYZ.AX

-2.37%

BSL.AX

0.96%

BOE.AX

-1.12%

BXB.AX

0.89%

BVS.AX

BRE.AX

0.26%

BRG.AX

0.61%

BTR.AX

-2.78%

BGP.AX

BFL.AX

-0.13%

BWP.AX

CMM.AX

-1.94%

CSC.AX

-3%

CAR.AX

0.97%

CIN.AX

0.29%

CYL.AX

-0.72%

CAT.AX

-3.12%

CWP.AX

0.34%

CNI.AX

-1.78%

CIP.AX

COF.AX

1.18%

CGF.AX

19.29%

CIA.AX

-1.26%

CLW.AX

CHC.AX

4.54%

CQR.AX

CQE.AX

0.44%

CNU.AX

-2.41%

C79.AX

-1.81%

CVL.AX

-2.22%

CU6.AX

-4.02%

CWY.AX

20.24%

CBO.AX

-1.43%

COH.AX

1.08%

CDA.AX

-0.33%

CGS.AX

-3.29%

COL.AX

-0.38%

CKF.AX

1.03%

CPU.AX

1.07%

CEN.AX

-1.85%

CXO.AX

-2.44%

CCP.AX

-0.63%

CMW.AX

CSL.AX

0.96%

CCL.AX

-2.78%

CBA.AX

0.65%

DYL.AX

-6.1%

DBI.AX

-0.35%

DTL.AX

-2.96%

DRR.AX

-1.01%

DVP.AX

-2.44%

DXI.AX

0.43%

DXS.AX

-1.41%

DDR.AX

-1.81%

DGT.AX

-5.12%

DJW.AX

DMP.AX

-0.93%

DOW.AX

-0.58%

DPM.AX

-1.76%

DRO.AX

-1.6%

DUR.AX

-1.96%

DNL.AX

0.51%

APE.AX

-0.44%

EBO.AX

-2.11%

ELD.AX

1.12%

EOS.AX

-1.6%

ELV.AX

-5.49%

ELS.AX

-3.26%

EHL.AX

-2.69%

EMR.AX

-2.71%

EDV.AX

1.93%

EQR.AX

-3.57%

EQT.AX

0.85%

EUR.AX

2.67%

EVN.AX

-0.71%

EVT.AX

1.71%

FPH.AX

0.48%

FDC.AX

-1.39%

FCL.AX

-2.51%

FFM.AX

-2.14%

FPR.AX

7.13%

FBU.AX

-0.77%

FLT.AX

3.63%

FML.AX

2.76%

FRS.AX

FMG.AX

0.46%

FRW.AX

FGX.AX

FGG.AX

-1.84%

GLF.AX

2.23%

GDG.AX

2.01%

GNE.AX

-1.29%

GMD.AX

-0.83%

GNP.AX

-3.6%

GMG.AX

-0.42%

GPT.AX

0.22%

GQG.AX

1.41%

GNG.AX

-0.96%

GNC.AX

-0.31%

GGP.AX

-1.11%

G6M.AX

-0.72%

GOZ.AX

-0.26%

GCI.AX

GYG.AX

2.48%

GWA.AX

HSN.AX

-0.29%

HVN.AX

-0.73%

HGH.AX

1.5%

HM1.AX

-0.72%

HLI.AX

0.76%

HMC.AX

HDN.AX

0.47%

HUB.AX

0.65%

IEL.AX

IGO.AX

-2.39%

ILU.AX

-1.88%

IMD.AX

1.52%

IMR.AX

-2.1%

IFT.AX

-5.28%

INA.AX

7.07%

ING.AX

0.96%

IAG.AX

0.47%

IDX.AX

-0.47%

IPG.AX

-4%

IPX.AX

-1.92%

IPH.AX

1.15%

IRE.AX

0.55%

JHX.AX

-0.13%

JBH.AX

-0.35%

JDO.AX

2.23%

KAR.AX

3.87%

KLS.AX

0.26%

KCN.AX

-2.11%

KKC.AX

-0.98%

GLS.AX

-1.09%

LGF.AX

L1G.AX

-0.88%

LSF.AX

-1.14%

LFS.AX

1.94%

LLC.AX

LFG.AX

-1.58%

360.AX

-3.14%

LNW.AX

-0.13%

LIN.AX

-1.22%

LTR.AX

-3.52%

LOV.AX

0.63%

LYL.AX

-0.9%

LYC.AX

2.53%

MA1.AX

0.54%

MAF.AX

0.21%

MGH.AX

-0.53%

MAH.AX

MQG.AX

-0.02%

MAQ.AX

-0.41%

MAD.AX

1.67%

MFG.AX

1.06%

MMS.AX

1.35%

MPL.AX

0.21%

MP1.AX

-3.45%

MCY.AX

MEZ.AX

-3.08%

MSB.AX

-11.06%

MLX.AX

-3.82%

MTS.AX

0.96%

MEI.AX

2.33%

MXT.AX

-3.19%

MFF.AX

-0.59%

MIN.AX

-0.29%

MI6.AX

-4.32%

MIR.AX

-0.43%

MGR.AX

-1.92%

MND.AX

0.49%

MYS.AX

0.8%

NAN.AX

3.85%

NAB.AX

1.48%

NGI.AX

-2.34%

NWL.AX

-1.75%

NEU.AX

-2.52%

NHC.AX

5.82%

NMG.AX

-3.28%

NEM.AX

1.84%

NWS.AX

-0.71%

NXG.AX

-1.69%

NXT.AX

NHF.AX

0.31%

NCK.AX

0.28%

NIC.AX

-1.45%

NEC.AX

1.54%

NST.AX

-0.28%

NWH.AX

NUF.AX

-0.97%

NXL.AX

0.57%

OCL.AX

-1.02%

OML.AX

OPH.AX

-1.32%

OBM.AX

-1.78%

ORI.AX

-0.31%

ORG.AX

ORA.AX

1.83%

PDN.AX

-0.41%

PNR.AX

-2.7%

PDI.AX

-1.83%

PPC.AX

-4.91%

PPM.AX

-1.17%

PRN.AX

-0.49%

PPT.AX

0.64%

PCI.AX

-0.46%

PRU.AX

-1.76%

PXA.AX

-0.76%

PNI.AX

1.05%

PL8.AX

PLS.AX

-2.68%

PGF.AX

-1.27%

PNV.AX

-0.54%

PMV.AX

1.71%

PME.AX

1.09%

PWH.AX

0.19%

PYC.AX

-5.24%

QAN.AX

0.12%

QBE.AX

0.93%

QRI.AX

0.34%

QAL.AX

2.31%

RMS.AX

-1.09%

RHC.AX

-0.99%

REA.AX

-0.3%

RDX.AX

0.28%

REH.AX

0.06%

RF1.AX

-5.21%

RG1.AX

-2.97%

RPL.AX

0.97%

RGN.AX

0.45%

REG.AX

1.56%

RRL.AX

-1.69%

RWC.AX

-0.65%

RMD.AX

-0.82%

RSG.AX

0.9%

SGLLV.AX

2.4%

RIC.AX

1.92%

RIO.AX

0.37%

RXL.AX

-5.13%

RFF.AX

0.26%

RYM.AX

0.68%

SFR.AX

0.19%

STO.AX

2.31%

SCG.AX

0.29%

SEK.AX

-1.91%

SHV.AX

-0.74%

SRV.AX

0.19%

SGH.AX

0.41%

SHA.AX

-2.19%

SIG.AX

-0.7%

SLX.AX

-1.62%

SGM.AX

-1.8%

SDR.AX

-0.74%

SKS.AX

-5.07%

SKC.AX

-0.91%

SIQ.AX

1.04%

SHL.AX

-0.22%

S32.AX

-2.59%

SX2.AX

-0.58%

SPK.AX

-0.98%

SRG.AX

-1.71%

SSM.AX

-0.46%

SBM.AX

3.77%

SMR.AX

3.32%

SDF.AX

0.35%

SXE.AX

-3.8%

SGP.AX

-4.02%

SKG.AX

2.87%

SNZ.AX

SUN.AX

1.53%

SRL.AX

-1.34%

SUL.AX

-0.37%

SLC.AX

2.33%

SNL.AX

2.28%

SYL.AX

TAH.AX

-3.37%

TEA.AX

-6.9%

TNE.AX

-1.91%

TLX.AX

-2.1%

TLS.AX

0.42%

A2M.AX

0.73%

TLC.AX

2.1%

SGR.AX

-4.17%

TWR.AX

-0.29%

TPG.AX

0.54%

TCL.AX

0.22%

TWE.AX

-1.98%

TUA.AX

5.18%

TCG.AX

-4.35%

TRA.AX

0.14%

UNI.AX

1.64%

VAU.AX

0.34%

VNT.AX

0.34%

VCX.AX

VGN.AX

VMM.AX

1.23%

VGL.AX

-3.11%

VEA.AX

0.65%

VUL.AX

-1.7%

VSL.AX

0.56%

WA1.AX

-0.61%

WGN.AX

1.29%

WGB.AX

-0.25%

WLE.AX

-0.4%

WAM.AX

SOL.AX

0.11%

WPR.AX

WQG.AX

0.75%

WEB.AX

0.86%

WBT.AX

-7.64%

WES.AX

-0.45%

WAF.AX

0.28%

WGX.AX

-1.18%

WBC.AX

0.74%

WHF.AX

WHC.AX

5.17%

WIA.AX

WTC.AX

1.36%

WDS.AX

2.69%

WOW.AX

-0.1%

WOR.AX

-1.07%

XRO.AX

-2.38%

YAL.AX

5.71%

ZIM.AX

-2.45%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.55	0.58	0.39
SSO ASX Small Caps	13.69	-0.08	-0.58
IVV S&P 500	73.61	-0.66	-0.89
NDQ Nasdaq	61.68	-1.11	-1.77
F100 FTSE 100	15.56	0	0
ASIA Asia Tech	18.90	-0.39	-2.02
IEU Europe	96.53	-0.3	-0.31
IEM Emerging Markets	91.95	-0.99	-1.07
Gold Gold	54.79	-0.06	-0.11
ACDC Battery Tech	108.61	-1.39	-1.26

COMMODITIES	Close($)	-/+	%
Gold	4,143.92	-21.0868	-0.51
Silver	57.30	0.2919	0.51
Platinum	1,647.77	17.4087	1.07
Palladium	1,121.55	9.1549	0.82
Ice Brent Crude	109.95	4.03	3.8
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6981	0.0037	0.53
Euro	1.1214	-0.0018	-0.16
British Pound	1.3311	-0.0017	-0.13
Canadian Dollar	1.4091	-0.0046	-0.33
New Zealand Dollar	0.5666	0.0016	0.28
Chinese Yuan	6.6806	-0.0055	-0.08
Japanese Yen	158.4300	0.44	0.28

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	-1.25%	72.04%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	-1.72%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.46	0.72%	37.15%	40.18 68.77
FMG	Fortescue Ltd	15.26	0.46%	-23.32%	15.01 23.38
NHC	New Hope Corporation Ltd	6.18	5.82%	44.20%	3.77 6.61
WHC	Whitehaven Coal Limited	7.93	5.17%	8.96%	6.66 9.90
NEM	Newmont Cdi	169.22	1.84%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.18	-1.69%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.59	0.19%	30.31%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CWY	Cleanaway	2.97	20.24
BNZ	Benz Mining-cdi	4.85	19.46
CGF	Challenger	11.75	19.29
FPR	Fleetpartners Gr	5.11	7.13
INA	Ingenia Communit	4.24	7.07
NHC	New Hope Corpora	6.18	5.82
YAL	Yancoal Australi	6.29	5.71
TUA	Tuas	1.73	5.18
WHC	Whitehaven Coal	7.93	5.17
CHC	Charter Hall Gro	19.35	4.54

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MSB	Mesoblast	1.77	-11.06
WBT	Weebit Nano	2.66	-7.64
TEA	Tasmea	9.31	-6.9
DYL	D Yellow	0.77	-6.1
A4N	Alpha Hpa	0.43	-5.56
ELV	Elevra Lth Fpo	3.79	-5.49
4DX	4dmedical	3.87	-5.38
IFT	Infratil	9.87	-5.28
PYC	Pyc Therapeutics	1.81	-5.24
RF1	Regal Invest-unt	2.91	-5.21

OPINION

Latest Market Matters Opinions

19/10/2026 16:54

Broker Moves

• Frontier Energy Rated New Speculative Buy at Canaccord • Imdex Raised to Neutral at Jarden Securities; PT A$3.55 • Omni Bridgeway Rated New Buy at Moelis & Company; PT A$2.83 • Sinclair Gold Rated New Speculative Buy at Bell Potter • F&P Healthcare Cut to Neutral at Evans & Partners Pty Ltd • Smart Parking Rated New Outperform at RBC; PT A$1.10

19/10/2026 16:53

Challenger (ASX: CGF) $11.75

CGF +19.29%: Reported a strong 1Q27, with strong sales and annuity flows, with the update coming alongside an $11.80 per share offer from Daiichi Life’s for the remaining 79.5% of the company, a ~20% premium to Friday’s closing price.

ACTION

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Market Matters Content

Macro Monday: Bad news might just be good for the ASX

Morning report 19/10/2026

Afternoon Report

The Match Out: Takeover fever lifts ASX as Cleanaway (CWY) and Challenger (CGF) surge

Afternoon report 19/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/10/2026

Your view on FXG and FEG

I like to have your view-analyses on FXG and FEG please, thanks,

Ask James

Question asked 17/10/2026

YEAR TO DATE

Good Morning, Well, it has sometimes felt like the "year of waiting" this year. I'm not a day trader, so I suppose I'm more susceptible to the highs and lows by holding stocks. But the All Ords began the year at 9208 and went through 8686, 9430, 8571 and 9445 to be at 8921 as I write, down about 3%. That to me is very volatile. Is this our market now or do you see things settling down into 2027? Thanks gents.

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