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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-0.95%

ABG.AX

-0.61%

AIS.AX

AGL.AX

-0.22%

A1M.AX

2.9%

AIZ.AX

3.33%

AAI.AX

1.28%

ALK.AX

7.29%

A4N.AX

11.25%

ALQ.AX

0.85%

AMC.AX

-0.65%

AOV.AX

-8.87%

AMP.AX

-0.61%

AEL.AX

-0.13%

ALD.AX

0.45%

ANN.AX

-0.83%

ANZ.AX

0.85%

APA.AX

-0.3%

ARU.AX

-1.72%

ARB.AX

-3.91%

ARF.AX

-0.94%

ARG.AX

0.43%

ALL.AX

0.09%

APZ.AX

1.29%

ASX.AX

-0.87%

ALX.AX

-0.94%

AIA.AX

-0.37%

AXQ.AX

1.46%

AMI.AX

1.97%

AZJ.AX

0.13%

AFI.AX

0.74%

AUC.AX

-0.42%

ABB.AX

0.97%

ASB.AX

4.43%

AUB.AX

-0.63%

AAC.AX

-1.48%

ACL.AX

-1.01%

AUI.AX

0.93%

BMN.AX

5.24%

BAP.AX

3.05%

BCI.AX

2.48%

BPT.AX

1.92%

BGA.AX

-0.56%

BGL.AX

2.79%

BEN.AX

0.33%

BNZ.AX

8.19%

BHP.AX

3.67%

BOQ.AX

-2.41%

BKI.AX

XYZ.AX

-2.33%

BSL.AX

0.24%

BOE.AX

5.91%

BXB.AX

-0.4%

BVS.AX

-1.48%

BRE.AX

3.3%

BRG.AX

-1.6%

BTR.AX

-1.77%

BFL.AX

1.95%

BWP.AX

-0.28%

CMM.AX

-0.08%

CSC.AX

2.27%

CAR.AX

-1.26%

CIN.AX

-0.15%

CYL.AX

3.04%

CAT.AX

-1.53%

CWP.AX

2.77%

CNI.AX

0.9%

CIP.AX

-0.88%

COF.AX

-1.15%

CGF.AX

0.38%

CIA.AX

1.83%

CLW.AX

-1.48%

CHC.AX

-0.52%

CQR.AX

0.14%

CQE.AX

-1.02%

CNU.AX

-0.77%

C79.AX

4.39%

CVL.AX

-0.62%

CU6.AX

-0.79%

CWY.AX

0.33%

CBO.AX

0.39%

COH.AX

-1.64%

CDA.AX

1.63%

CGS.AX

-0.29%

COL.AX

-0.68%

CKF.AX

0.22%

CPU.AX

0.01%

CEN.AX

0.87%

CXO.AX

2.44%

CCP.AX

-0.31%

CMW.AX

-2.24%

CSL.AX

0.51%

CCL.AX

2.06%

CBA.AX

-0.34%

DYL.AX

3.9%

DBI.AX

-1.41%

DTL.AX

3.13%

DRR.AX

3.38%

DVP.AX

5.48%

DXI.AX

-0.63%

DXS.AX

-1.38%

DDR.AX

0.73%

DGT.AX

4.21%

DJW.AX

0.67%

DMP.AX

-1.58%

DOW.AX

1.79%

DPM.AX

-3.28%

DRO.AX

0.51%

DUR.AX

3.61%

DNL.AX

3.39%

APE.AX

-4.12%

EBO.AX

-2.59%

ELD.AX

-2.08%

EOS.AX

2.96%

ELV.AX

5.51%

ELS.AX

1.92%

EHL.AX

0.19%

EMR.AX

2.02%

EDV.AX

-0.15%

EQR.AX

5.56%

EQT.AX

-0.05%

EUR.AX

4.11%

EVN.AX

0.69%

EVT.AX

-0.39%

FPH.AX

-1.49%

FDC.AX

2.6%

FCL.AX

0.26%

FFM.AX

9.3%

FPR.AX

FBU.AX

1.35%

FLT.AX

-0.9%

FRS.AX

FMG.AX

0.45%

FGX.AX

0.75%

FGG.AX

-0.61%

GLF.AX

1.53%

GDG.AX

2.82%

GNE.AX

1.33%

GMD.AX

0.86%

GNP.AX

4.23%

GMG.AX

2.74%

GPT.AX

-0.73%

GQG.AX

-0.75%

GNG.AX

8.44%

GNC.AX

1.61%

GGP.AX

1.51%

G6M.AX

1.21%

GOZ.AX

-0.51%

GCI.AX

0.25%

GYG.AX

-0.95%

GWA.AX

-0.25%

HSN.AX

1.24%

HVN.AX

-1.45%

HGH.AX

-1.46%

HM1.AX

-0.54%

HLI.AX

0.19%

HMC.AX

3.85%

HDN.AX

-1.78%

HUB.AX

1.51%

IEL.AX

-1.35%

IGO.AX

3.33%

ILU.AX

3.06%

IMD.AX

1.43%

IFT.AX

1.41%

INA.AX

0.3%

ING.AX

-1.42%

IAG.AX

-0.62%

IDX.AX

0.96%

IPG.AX

3.3%

IPX.AX

5.82%

IPH.AX

1.36%

IRE.AX

-1.92%

JHX.AX

-0.25%

JBH.AX

-0.7%

JDO.AX

-0.28%

KAR.AX

2.07%

KLS.AX

-0.74%

KCN.AX

2.21%

KKC.AX

-1.24%

GLS.AX

3.48%

LGF.AX

-0.46%

L1G.AX

0.46%

LSF.AX

-1.13%

LFS.AX

-0.61%

LLC.AX

-1.03%

LFG.AX

0.31%

360.AX

-4.11%

LIC.AX

1.44%

LNW.AX

-1.78%

LIN.AX

-1.28%

LTR.AX

1.84%

LOV.AX

-1.66%

LYL.AX

2.43%

LYC.AX

MA1.AX

2.76%

MAF.AX

0.55%

MGH.AX

5.26%

MAH.AX

3.42%

MQG.AX

0.94%

MAQ.AX

4.48%

MAD.AX

0.33%

MFG.AX

-0.59%

MMS.AX

3.02%

MPL.AX

0.2%

MP1.AX

8.67%

MCY.AX

0.37%

MEZ.AX

MSB.AX

4.2%

MLX.AX

2.91%

MTS.AX

0.47%

MEI.AX

2.33%

MXT.AX

1.55%

MFF.AX

-0.38%

MIN.AX

2.58%

MI6.AX

8.1%

MIR.AX

0.87%

MGR.AX

-1.09%

MND.AX

1.83%

MYS.AX

0.71%

NAN.AX

0.48%

NAB.AX

-1.05%

NGI.AX

1.47%

NWL.AX

-0.29%

NEU.AX

0.35%

NHC.AX

0.91%

NMG.AX

1.75%

NEM.AX

1.03%

NWS.AX

-1.3%

NXG.AX

2.4%

NXT.AX

2.71%

NHF.AX

-0.08%

NCK.AX

-0.55%

NIC.AX

-1.98%

NEC.AX

-2.24%

NST.AX

2.05%

NWH.AX

2.26%

NUF.AX

3.5%

NXL.AX

-1.6%

OCL.AX

-0.76%

OML.AX

-0.6%

OBM.AX

2.32%

ORI.AX

-0.09%

ORG.AX

-0.29%

ORA.AX

0.17%

PDN.AX

5.97%

PNR.AX

1.09%

PDI.AX

3.55%

PPC.AX

2.97%

PPM.AX

-0.58%

PRN.AX

2.36%

PPT.AX

-0.23%

PCI.AX

-0.47%

PRU.AX

-3.4%

PXA.AX

0.3%

PNI.AX

0.07%

PL8.AX

PLS.AX

1.06%

PGF.AX

0.98%

PNV.AX

2.37%

PMV.AX

-0.98%

PME.AX

-1.46%

PWH.AX

0.35%

PYC.AX

8.55%

QAN.AX

3.15%

QBE.AX

-0.27%

QRI.AX

-0.68%

QAL.AX

0.89%

RMS.AX

4.46%

RHC.AX

0.29%

REA.AX

-3.25%

RDX.AX

REH.AX

-1.06%

RF1.AX

-1.01%

RG1.AX

-0.42%

RPL.AX

2.49%

RGN.AX

-0.22%

REG.AX

0.11%

RRL.AX

0.95%

RWC.AX

-1.37%

RMD.AX

-0.45%

RSG.AX

2.06%

SGLLV.AX

-0.07%

RIC.AX

0.76%

RIO.AX

2.97%

RXL.AX

1.96%

RFF.AX

-0.64%

RYM.AX

-1.72%

SFR.AX

2.61%

STO.AX

0.11%

SCG.AX

-0.14%

SEK.AX

-2.59%

SHV.AX

2.82%

SRV.AX

0.38%

SGH.AX

0.33%

SHA.AX

8.6%

SIG.AX

-0.55%

SLX.AX

1.5%

SGM.AX

1.54%

SDR.AX

0.71%

SKS.AX

8.09%

SKC.AX

0.45%

SIQ.AX

2.55%

SHL.AX

0.13%

S32.AX

3.29%

SX2.AX

2.88%

SPK.AX

-0.49%

SRG.AX

1.48%

SSM.AX

1.84%

SBM.AX

5.41%

SMR.AX

0.76%

SDF.AX

-0.17%

SXE.AX

12.85%

SGP.AX

-0.47%

SKG.AX

SNZ.AX

-2.8%

SUN.AX

0.7%

SRL.AX

4.41%

SUL.AX

-1.72%

SLC.AX

0.74%

SNL.AX

1.01%

SYL.AX

0.8%

TAH.AX

TEA.AX

7.79%

TNE.AX

-2.14%

TLX.AX

-0.78%

TLS.AX

-0.1%

TPW.AX

0.89%

A2M.AX

-2.21%

TLC.AX

-0.47%

SGR.AX

17.39%

TWR.AX

-0.88%

TPG.AX

0.52%

TCL.AX

-1.44%

TWE.AX

0.17%

TUA.AX

1.78%

TCG.AX

UNI.AX

-0.77%

VAU.AX

0.56%

VNT.AX

2.5%

VCX.AX

-2.04%

VGN.AX

2.12%

VMM.AX

4.45%

VGL.AX

1.79%

VEA.AX

0.35%

VUL.AX

3.28%

VSL.AX

-1.25%

WA1.AX

3.54%

WGN.AX

4.49%

WGB.AX

WLE.AX

0.98%

WAM.AX

SOL.AX

-0.39%

WPR.AX

-1.17%

WQG.AX

-1.01%

WEB.AX

1.17%

WBT.AX

3.35%

WES.AX

-0.68%

WAF.AX

-0.46%

WGX.AX

2.52%

WBC.AX

-0.15%

WHF.AX

WHC.AX

2.35%

WIA.AX

4.43%

WTC.AX

-0.71%

WDS.AX

0.05%

WOW.AX

-0.39%

WOR.AX

0.83%

XRO.AX

-1.68%

YAL.AX

2.28%

ZIM.AX

1.21%

ZIP.AX

4.32%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.81	0.67	0.46
SSO ASX Small Caps	13.50	0.17	1.28
IVV S&P 500	72.72	0.46	0.64
NDQ Nasdaq	60.52	0.54	0.9
F100 FTSE 100	15.29	-0.01	-0.07
ASIA Asia Tech	18.36	0.36	2
IEU Europe	94.85	0.08	0.08
IEM Emerging Markets	88.92	0.7	0.79
Gold Gold	52.24	0.05	0.1
ACDC Battery Tech	100.78	0.48	0.48

COMMODITIES	Close($)	-/+	%
Gold	4,019.40	3.0916	0.08
Silver	53.65	-0.2734	-0.51
Platinum	1,522.04	-4.9347	-0.32
Palladium	1,038.20	-11.8633	-1.13
Ice Brent Crude	115.13	-1.59	-1.36
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7029	0.0013	0.19
Euro	1.1169	-0.0003	-0.03
British Pound	1.3338	-0.0001	-0.01
Canadian Dollar	1.4011	0	0
New Zealand Dollar	0.5700	0.002	0.35
Chinese Yuan	6.6677	-0.0023	-0.03
Japanese Yen	157.5700	0.07	0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.71	3.26%	55.06%	0.42 0.94
BGL	Bellevue Gold Limited	1.38	2.79%	15.45%	1.06 2.00
BHP	Bhp Group Ltd	57.68	3.7%	28.63%	40.18 68.77
FMG	Fortescue Ltd	14.65	0.45%	-28.95%	14.13 23.38
NHC	New Hope Corporation Ltd	6.12	0.82%	51.75%	3.77 6.61
WHC	Whitehaven Coal Limited	8.06	2.35%	12.75%	6.66 9.90
NEM	Newmont Cdi	158.23	1.01%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	11.95	2.4%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	19.69	2.66%	22.95%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SGR	The Star Enterta	0.14	17.39
SXE	Sth X Elec Fpo	4.00	12.85
A4N	Alpha Hpa	0.45	11.25
FFM	Firefly Metals L	1.41	9.3
MP1	Megaport	17.43	8.67
SHA	Shape Australia	6.89	8.6
PYC	Pyc Therapeutics	1.91	8.55
GNG	Gr Engin	6.94	8.44
BNZ	Benz Mining-cdi	4.36	8.19
MI6	Minerals 260	0.77	8.1

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AOV	Amotiv	5.14	-8.87
APE	Eagers Automotiv	19.21	-4.12
360	Life360 Inc	20.54	-4.11
ARB	Arb Corp	16.48	-3.91
PRU	Perseus Mining	5.40	-3.4
DPM	Dpm Metals Cdi	54.54	-3.28
REA	Rea Group Ltd	160.51	-3.25
SNZ	Summerset Group	5.20	-2.8
SEK	Seek	13.16	-2.59
EBO	Ebos Group Limit	16.57	-2.59

OPINION

Latest Market Matters Opinions

27/10/2026 09:50

OFX Group Ltd (ASX: OFX) $0.385

OFX Group (ASX: OFX) is a ~$90mn global online international payments business, essentially a lower-cost alternative to traditional banks for cross-border money transfers and FX transactions for individuals and businesses. It was a market darling for a while, but the sector has become far more competitive, with larger, well-funded players entering the mix, including Wise (NASDAQ: WSE), a ~US$13bn business with a better platform, deeper pockets and a much stronger growth trajectory.

27/10/2026 09:50

The Bottom Line

We have a very different outlook on the 4 big movers considered today:

ACTION

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Market Matters Content

What Matters Today: Evaluating 4 big ASX movers

Morning report 27/10/2026

Afternoon Report

The Match Out: ASX rallies hard from the low to close higher as Miners rebound

Afternoon report 26/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

HI MM Team of very insightful market commentaries (and a very friendly team to engage with). Re Wesfarmers (ASX: WES) has been on your Hit List for a while I note the overall market analysis rating WES is a Sell to Strong Sell the stock appears to have great recovery drivers and keen buyers at lower levels i.e. around $72-75. I am interested given your recent portfolio buy of JBH as to what is your current view on WES and comparison to JBH? Thanks Steve K

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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Latest View Points

OFX

ZIP

TPW

APE

WIRE

WHC

BX US

SPOT US

WBC

ANZ

PME

XRO

Chart of the week

Philadelphia Exchange Semiconductor Index (SOX)

Aus. Investment blog Subscribe to blog

Why gold miner Perseus Mining (ASX: PRU) is struggling today

Perseus Mining (PRU) is the worst performer on the main board today after delivering disappointing gold production forecasts.

ASX: PRU 26/10/2026

Why Tuas Ltd (ASX: TUA) is down another ~30%

Tuas plunged ~40% this morning on a regulatory enforcement action against its core Singapore telecom subsidiary, Simba.

ASX: TUA 26/10/2026

Morning Report

What Matters Today: Evaluating 4 big ASX movers

Morning report 27/10/2026

Afternoon Report

The Match Out: ASX rallies hard from the low to close higher as Miners rebound

Afternoon report 26/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

Latest View Points

OFX

ZIP

TPW

APE

WIRE

WHC

BX US

SPOT US

WBC

ANZ

PME