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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.5%

4DX.AX

1.09%

ABG.AX

-0.2%

ASK.AX

0.34%

AX1.AX

-0.52%

AIS.AX

-0.98%

AGL.AX

-0.53%

AIZ.AX

AAI.AX

1.01%

ALK.AX

1.91%

A4N.AX

-0.69%

ALQ.AX

-0.18%

AMC.AX

-1.3%

AOV.AX

0.22%

AMP.AX

-0.57%

AEL.AX

2.46%

ALD.AX

-0.33%

ANN.AX

-1.24%

ANZ.AX

-0.71%

APA.AX

-0.75%

ARU.AX

-0.94%

ARB.AX

-0.82%

ARF.AX

-0.56%

ARG.AX

-0.44%

ALL.AX

-0.43%

AYA.AX

-0.86%

APZ.AX

1.84%

ASX.AX

0.54%

ALX.AX

-0.61%

AUB.AX

0.53%

AIA.AX

0.58%

AZJ.AX

-0.28%

ABB.AX

1.18%

ASB.AX

-1.43%

AAC.AX

ACL.AX

0.18%

AEF.AX

-0.29%

AFG.AX

-1.73%

AFI.AX

-0.28%

AUI.AX

-0.63%

ASG.AX

1.4%

BOQ.AX

-0.39%

BMN.AX

5.8%

BAP.AX

-1.09%

BCI.AX

BPT.AX

0.86%

BLX.AX

-4.44%

BGA.AX

-0.17%

BGL.AX

1.08%

BEN.AX

0.3%

BHP.AX

-0.09%

BKI.AX

0.59%

BC8.AX

2.22%

XYZ.AX

1.25%

BSL.AX

-0.29%

BOE.AX

5.09%

BXB.AX

-0.64%

BVS.AX

-0.39%

BRE.AX

2.1%

BRG.AX

-1.47%

BFL.AX

BWP.AX

-0.52%

CMM.AX

-0.86%

CSC.AX

-1.75%

CAR.AX

0.49%

CIN.AX

CYL.AX

1.1%

CAT.AX

CWP.AX

-1.44%

CNI.AX

0.47%

CIP.AX

-0.29%

COF.AX

-0.45%

CHN.AX

-0.3%

CGF.AX

0.72%

CIA.AX

-0.59%

CHC.AX

-1.04%

CLW.AX

0.25%

CQR.AX

-0.5%

CQE.AX

0.33%

CNU.AX

-0.38%

C79.AX

0.13%

CVL.AX

1.83%

CU6.AX

1.97%

CWY.AX

0.19%

CUV.AX

0.08%

CBO.AX

1.33%

COH.AX

-0.39%

CDA.AX

1.67%

COL.AX

-0.69%

CKF.AX

-1.89%

CBA.AX

-0.65%

CPU.AX

-1.37%

CEN.AX

CXO.AX

-2.44%

CRN.AX

-4.41%

CCP.AX

-0.57%

CMW.AX

-0.52%

CSL.AX

-0.81%

CCL.AX

0.77%

DBI.AX

0.11%

DTL.AX

-0.54%

DTR.AX

4.17%

DYL.AX

5.56%

DRR.AX

DVP.AX

-0.81%

DXS.AX

-0.28%

DXI.AX

0.36%

DDR.AX

0.29%

DGT.AX

2.42%

DUI.AX

0.19%

DJW.AX

DMP.AX

-0.51%

DOW.AX

0.13%

DPM.AX

0.52%

DRO.AX

2.9%

DNL.AX

-0.76%

APE.AX

-0.93%

EBO.AX

1.03%

ELD.AX

-0.89%

EOS.AX

2.61%

ELV.AX

-3.35%

EHL.AX

-0.73%

EMR.AX

0.49%

EDV.AX

-0.14%

EOL.AX

1.24%

ERA.AX

20%

EQT.AX

-0.12%

EVN.AX

1.28%

EVT.AX

1.5%

FCL.AX

1.4%

FFM.AX

-2.46%

FPH.AX

-0.3%

FPR.AX

FBU.AX

-0.97%

FLT.AX

-0.65%

FML.AX

0.34%

FMG.AX

-0.18%

FGX.AX

0.78%

FGG.AX

GEM.AX

-0.7%

GLF.AX

GDG.AX

1.85%

GNE.AX

3.37%

GMD.AX

1.57%

GTK.AX

-0.35%

GNP.AX

-0.78%

GMG.AX

-0.44%

GPT.AX

-1.53%

GQG.AX

0.42%

GNG.AX

GNC.AX

GGP.AX

1.6%

GOZ.AX

0.4%

GCI.AX

0.49%

GYG.AX

-0.27%

GWA.AX

0.4%

HSN.AX

HVN.AX

0.14%

HLS.AX

-0.51%

HGH.AX

HM1.AX

HLI.AX

-0.53%

HMC.AX

-0.84%

HDN.AX

-0.93%

HUB.AX

0.32%

IEL.AX

0.78%

IGO.AX

-0.46%

ILU.AX

1.35%

IMD.AX

2.31%

IFT.AX

1.34%

INA.AX

-0.31%

ING.AX

-0.6%

IFL.AX

-0.11%

IAG.AX

0.13%

IDX.AX

IPX.AX

1.64%

IPH.AX

-0.29%

IRE.AX

0.55%

JHX.AX

-1.85%

JBH.AX

-1.07%

JDO.AX

JIN.AX

1.02%

JMS.AX

KAR.AX

1.39%

KLS.AX

-0.23%

KCN.AX

KKC.AX

-0.44%

L1G.AX

-0.5%

LSF.AX

LRV.AX

-1.24%

LFS.AX

LLC.AX

-0.29%

LFG.AX

360.AX

2.02%

LIC.AX

-1.97%

LNW.AX

2.4%

LIN.AX

-0.68%

LTR.AX

0.79%

LOV.AX

0.25%

LYL.AX

-0.46%

LYC.AX

1.64%

MA1.AX

0.25%

MAF.AX

-1.38%

MGH.AX

-0.22%

MAH.AX

0.88%

MQG.AX

-1.15%

MAQ.AX

0.83%

MAD.AX

-0.39%

MFG.AX

MMS.AX

-0.18%

MPL.AX

-0.77%

MEK.AX

2.13%

MP1.AX

1.02%

MCY.AX

MEZ.AX

MSB.AX

2.95%

MTM.AX

-4.66%

MLX.AX

-1.07%

MTS.AX

0.3%

MOT.AX

MXT.AX

0.13%

MFF.AX

0.42%

MIN.AX

1.19%

MI6.AX

2.78%

MIR.AX

MGR.AX

-0.74%

MND.AX

0.23%

MYR.AX

0.58%

MYS.AX

-1.34%

NAN.AX

0.72%

NAB.AX

-0.42%

NSR.AX

NGI.AX

-0.35%

NWL.AX

0.04%

NEU.AX

2.25%

NHC.AX

0.39%

NEM.AX

2.55%

NWS.AX

0.71%

NXG.AX

5.49%

NXT.AX

8.85%

NHF.AX

-2.03%

NCK.AX

0.5%

NIC.AX

-0.99%

NEC.AX

0.68%

NST.AX

0.42%

NVA.AX

10.82%

NWH.AX

-0.83%

NUF.AX

-0.43%

NXL.AX

3.02%

OCL.AX

0.97%

OCA.AX

OML.AX

OPH.AX

0.63%

OBM.AX

0.4%

ORI.AX

-0.79%

ORG.AX

0.39%

ORA.AX

-0.68%

PDN.AX

3.51%

PNR.AX

2.22%

PPC.AX

PPM.AX

0.86%

PRN.AX

0.88%

PPT.AX

-1.11%

PCI.AX

-1.11%

PRU.AX

-0.64%

PXA.AX

1.26%

PNI.AX

-0.3%

PL8.AX

0.35%

PLS.AX

-2.41%

PGF.AX

0.35%

PNV.AX

0.83%

PDI.AX

0.69%

PMV.AX

-10.17%

PME.AX

2.16%

PFP.AX

0.2%

PWH.AX

-0.12%

PYC.AX

-1.33%

QAN.AX

1.03%

QBE.AX

-0.53%

QOR.AX

0.88%

QAL.AX

-1.6%

QRI.AX

QUB.AX

-0.65%

RAC.AX

RMS.AX

1.27%

RHC.AX

-0.73%

REA.AX

0.57%

RDX.AX

0.35%

REH.AX

0.49%

RG1.AX

0.47%

RF1.AX

RPL.AX

1.37%

RGN.AX

-0.84%

REG.AX

0.52%

RRL.AX

1.43%

RWC.AX

-0.86%

RMD.AX

2.8%

RSG.AX

0.45%

SGLLV.AX

0.57%

RIC.AX

-0.38%

RIO.AX

-1.6%

RUL.AX

0.41%

RFF.AX

-0.51%

RYM.AX

2.42%

SFR.AX

-1.66%

SMI.AX

0.61%

STO.AX

-0.38%

SCG.AX

-0.61%

SEK.AX

0.04%

SHV.AX

-2.8%

SRV.AX

-0.85%

SSM.AX

-0.45%

SGH.AX

-0.19%

SHA.AX

-1.14%

SIG.AX

1.45%

SLX.AX

6.54%

SGM.AX

1.28%

SDR.AX

0.95%

SKC.AX

0.68%

SPZ.AX

0.37%

SIQ.AX

-0.5%

SHL.AX

-0.3%

S32.AX

-1.14%

SX2.AX

1.55%

SXE.AX

0.43%

SPK.AX

-1.49%

SRG.AX

SBM.AX

-0.46%

SMR.AX

-1.21%

SDF.AX

SGP.AX

-0.69%

SNZ.AX

SUN.AX

-0.77%

SRL.AX

3.14%

SUL.AX

0.06%

SLC.AX

0.18%

SNL.AX

0.21%

SYL.AX

-1.36%

TAH.AX

1.64%

TEA.AX

-1.31%

TNE.AX

-0.2%

TLX.AX

1.65%

TLS.AX

0.2%

TPW.AX

0.96%

A2M.AX

-0.69%

TLC.AX

-0.84%

SGR.AX

TVN.AX

4.35%

TWR.AX

0.29%

TPG.AX

-0.53%

TCL.AX

-1.19%

TWE.AX

0.35%

TUA.AX

1.44%

TCG.AX

1.48%

TRA.AX

TYR.AX

-0.96%

UNI.AX

-0.47%

VAU.AX

1.12%

VNT.AX

0.26%

VCX.AX

0.82%

VGN.AX

-0.34%

VGL.AX

VEA.AX

-0.69%

VUL.AX

4.63%

VSL.AX

WA1.AX

-2.09%

WGN.AX

-1.13%

WAM.AX

WGB.AX

-0.41%

WLE.AX

SOL.AX

-0.08%

WPR.AX

-0.57%

WEB.AX

-1.04%

WBT.AX

1.87%

WES.AX

-0.49%

WAF.AX

2.54%

WGX.AX

1.19%

WBC.AX

-0.82%

WHF.AX

1.3%

WHC.AX

1.63%

WIA.AX

3.75%

WTN.AX

WTC.AX

1.07%

WDS.AX

-0.27%

WOW.AX

-0.44%

WOR.AX

-0.3%

XRO.AX

0.54%

YAL.AX

-0.09%

ZIM.AX

-2.18%

ZIP.AX

2.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.90	-0.25	-0.17
SSO ASX Small Caps	16.77	0	0
IVV S&P 500	69.21	0.12	0.17
NDQ Nasdaq	57.09	0.05	0.09
F100 FTSE 100	14.80	-0.01	-0.07
ASIA Asia Tech	14.19	0.09	0.64
IEU Europe	101.07	0.16	0.16
IEM Emerging Markets	82.89	0.63	0.77
Gold Gold	58.40	0.23	0.4
ACDC Battery Tech	135.88	1.98	1.48

COMMODITIES	Close($)	-/+	%
Gold	4,207.04	-0.6475	-0.02
Silver	57.02	-0.0943	-0.17
Platinum	1,639.64	-6.3556	-0.39
Palladium	1,447.40	-1.1222	-0.08
Ice Brent Crude	62.79	0.34	0.54
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6607	-0.0002	-0.03
Euro	1.1642	-0.0001	-0.01
British Pound	1.3321	-0.0004	-0.03
Canadian Dollar	1.3958	0.0002	0.01
New Zealand Dollar	0.5762	0.0002	0.03
Chinese Yuan	7.0714	0.0078	0.11
Japanese Yen	155.1300	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	4.40	0.23%	31.58%	3.35 4.93
DDR	Dicker Data Ltd	10.40	0.68%	20.81%	7.58 10.94
GQG	Gqg Partners Inc	1.81	1.4%	-16.43%	1.43 2.61
HUB	Hub24 Ltd	99.78	0.4%	32.52%	48.84 122.03
JHX	James Hardie Ind	29.69	-2.01%	-48.05%	24.41 57.20
MGR	Mirvac Group	2.02	-0.98%	-5.91%	1.81 2.46
NSR	National Storage Reit	2.72	0.18%	8.00%	2.05 2.72
PDN	Paladin Energy Ltd	8.72	3.81%	9.00%	3.93 9.95
WTC	Wisetech Global Ltd	74.33	0.72%	-43.05%	61.49 134.26
XRO	Xero Ltd	121.21	0.26%	-31.59%	116.71 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	20
NVA	Nova Mineral	1.28	10.82
NXT	Nextdc	14.63	8.85
SLX	Silex Systems	9.37	6.54
BMN	Bannerman Energy	3.38	5.8
DYL	Deep Yellow	1.76	5.56
NXG	Nexgen Ene Cdi	14.79	5.49
BOE	Boss Energy	1.76	5.09
VUL	Vulcan Energy	4.29	4.63
TVN	Tivan	0.24	4.35

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
PMV	Premier Investme	16.25	-10.17
MTM	Metallium	0.92	-4.66
BLX	Beacon Lighting	2.80	-4.44
CRN	Coronado Global	0.33	-4.41
ELV	Elevra Lithium	5.49	-3.35
SHV	Select Harvests	4.86	-2.8
29M	29metals	0.39	-2.5
FFM	Firefly Metals	1.79	-2.46
CXO	Core Lithium	0.20	-2.44
PLS	Pls Group	3.64	-2.41

OPINION

Latest Market Matters Opinions

05/12/2025 09:11

GOLD ($US/oz)

The markets followed the MM gold road map closely through 2024/5 and if we are correct, it will enjoy another “pop” to new highs, in similar fashion to silver in the last few weeks. Next weeks Fed decision will be important to a bullish thesis around gold in the coming months but with a cut feeling inevitable we see no reason to doubt our view at this stage.

05/12/2025 09:10

Global X Copper Miners ETF (WIRE) $20.45

The ASX-listed Global X Miners ETF (WIRE) remains one of our preferred vehicles for broad exposure to global copper producers. MM continues to view copper as a metal of the future.

ACTION

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Market Matters Content

ETF Friday: Navigating the resources sector with ETFs – 2

Morning report 05/12/2025

Afternoon Report

The Match Out: ASX higher as Copper hits new milestone

Afternoon report 04/12/2025

Ask James ASK A QUESTION

Ask James

Question asked 29/11/2025

Suncorp Group Ltd (SUN)

Hi James, Shawn and Team Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN? regards Debbie

Ask James

Question asked 29/11/2025

ETF to track Mineral Stocks like ARU, ILU – rare earths.

Hi Gentlemen, in the morning podcast you share the performance of the global Commodity ETF’s to provide insight on how our local resource stocks may perform, is there a good ETF to track to predict how our Critical mineral stocks ie ARU,ILU May perform. Thankyou in advance. Regards Jeff

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Market Matters Video Update: Portfolio Performance update for September 2024 11/10/2024

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Latest View Points

ACDC

GDX

GOLD

WIRE

MVR

HACK

CRWD US

PANW US

QOR

WHC

A1M

BABA US

Chart of the week

VIX Futures Spread Shows Bottoming Condition – Tom McCellan

Aus. Investment blog Subscribe to blog

Copper stocks surge to fresh highs

Copper surges to new highs as the electrification story gathers momentum.

ASX:WIRE 25/11/2025

Bendigo Bank (BEN) leads the Banking Sector lower

Bendigo Bank falls ~8% as review finds deficiencies with its approach to money laundering & terror financing risk.

ASX:BEN 25/11/2025

Morning Report

ETF Friday: Navigating the resources sector with ETFs – 2

Morning report 05/12/2025

Afternoon Report

The Match Out: ASX higher as Copper hits new milestone

Afternoon report 04/12/2025

Ask James ASK A QUESTION

Ask James

Question asked 29/11/2025

Suncorp Group Ltd (SUN)

Hi James, Shawn and Team Your view please on Suncorp-They have fallen after they estimate a 350m cost from Qld-NSW storms. Would you still hold SUN? regards Debbie

Ask James

Question asked 29/11/2025

ETF to track Mineral Stocks like ARU, ILU – rare earths.

Latest View Points

ACDC

GDX

GOLD

WIRE

MVR

HACK

CRWD US

PANW US