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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

ASK.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

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ALQ.AX

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BEN.AX

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BHP.AX

BKI.AX

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XYZ.AX

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BRE.AX

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CAR.AX

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CAT.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.59	0	0
SSO ASX Small Caps	14.56	0	0
IVV S&P 500	72.06	0	0
NDQ Nasdaq	63.60	0	0
F100 FTSE 100	14.96	0	0
ASIA Asia Tech	22.70	0	0
IEU Europe	98.69	0	0
IEM Emerging Markets	98.50	0	0
Gold Gold	52.63	0	0
ACDC Battery Tech	161.32	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,038.59	31.3588	0.78
Silver	59.23	0.6598	1.13
Platinum	1,574.05	22.8	1.47
Palladium	1,212.25	7.8534	0.65
Ice Brent Crude	72.92	-0.23	-0.31
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6893	-0.0026	-0.38
Euro	1.1378	-0.0043	-0.38
British Pound	1.3277	0.0017	0.13
Canadian Dollar	1.4213	0.0018	0.13
New Zealand Dollar	0.5670	-0.0006	-0.11
Chinese Yuan	6.7942	0.0091	0.13
Japanese Yen	162.5600	0.02	0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	0%	145.76%	0.30 0.79
BGL	Bellevue Gold Ltd	1.20	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.92	0%	61.63%	37.56 65.98
FMG	Fortescue Ltd	19.24	0%	25.33%	15.94 23.38
NHC	New Hope Corporation Ltd	5.27	0%	44.32%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.48	0%	40.52%	5.81 9.90
NEM	Newmont Cdi	131.98	0%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	13.70	0%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.40	0%	71.03%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	4.04
ABG	Abacus Group Unt	0.96
ASK	Abacus Storage K	1.35
AIS	Aeris Resources	0.36
AGL	Agl Energy	8.39
A1M	Aic Mines	0.75
AIZ	Air New Zealand	0.37
AAI	Alcoa Corpor Cdi	71.80
ALK	Alkane Resources	1.32
A4N	Alpha Hpa	0.66

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	3.15
ZIM	Zimplats Holding	12.90
YAL	Yancoal Australi	5.51
XRO	Xero	70.20
WOR	Worley	10.99
WOW	Woolworths Group	39.31
WDS	Woodside Energy	28.40
WTC	Wisetech Global	32.88
WTN	Winton Land	2.20
WC8	Wildcat Resource	0.51

OPINION

Latest Market Matters Opinions

01/07/2026 16:59

Broker Moves

• GrainCorp Raised to Buy at Bell Potter; PT A$5.90 • Collins Foods Cut to Neutral at UBS; PT A$8.90 • Redox Cut to Equal-Weight at Morgan Stanley; PT A$4 • Data#3 Cut to Equal-Weight at Morgan Stanley; PT A$10 • Perpetual Raised to Overweight at JPMorgan; PT A$19.50 • Coronado GDRs Cut to Neutral at UBS; PT 21 Australian cents • Whitehaven Cut to Neutral at UBS; PT A$8.70 • Evolution Cut to Neutral at UBS; PT A$12.60 • Cochlear Cut to Hold at CLSA; PT A$125 • Boss Energy Raised to Sector Perform at RBC; PT A$1.30 • Paladin Energy Raised to Outperform at RBC; PT A$13.50

01/07/2026 16:58

South32 (ASX: S32) $4.28

S32 +9.74%: announced the transformational sale of its aluminium, alumina and bauxite business to Alcoa in a deal worth up to US$5.6bn ($8.1bn), materially simplifying the portfolio and accelerating its transition toward a future-facing base metals producer. The consideration includes US$3.1bn in cash, around US$1bn in Alcoa shares, US$750m of assumed net debt and lease liabilities, plus a US$750m contingent value right (CVR) linked to aluminium and alumina prices over the next four years.

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Ask James ASK A QUESTION

Ask James

Question asked 27/06/2026

BHP Group (ASX: BHP) or RIO Tinto (ASX: RIO)?

Hi Team, Many thanks for the very informative CSC webinar today and the effort you guys put in to give us honest and sincere opinions. Could you please give your choice between BHP & RIO with your reasons. Thanks. Shabbir

Ask James

Question asked 27/06/2026

Gold

Hi MM team, Keep up the great work. I am quite exposed to gold equities which unfortunately have tumbled along with the gold price due to rising bond yields due to inflation expectations running hot in the US and rest of the world due to the war in Iran etc. Keen for where you think gold might bottom out, perhaps from a technical perspective (or any analyses), and where you think it will end by year end, and in 2027. Thanks, Young

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