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OPINION
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ANALYSIS

Market Analysis

29M.AX

4DX.AX

-1.04%

ABG.AX

0.96%

ASK.AX

1.79%

AX1.AX

4.65%

A1G.AX

1.65%

AGL.AX

1.1%

AIZ.AX

AAI.AX

3.41%

ALK.AX

3.26%

A4N.AX

2.86%

ALQ.AX

0.52%

AMC.AX

-1.12%

AOV.AX

-0.75%

AMP.AX

AEL.AX

4.26%

ALD.AX

-0.23%

ANN.AX

-0.3%

ANZ.AX

0.21%

APA.AX

1.19%

ARU.AX

-1.85%

ARB.AX

ARF.AX

2.47%

ARG.AX

0.22%

ALL.AX

-1.98%

APZ.AX

-1.32%

ASX.AX

-0.93%

ALX.AX

1.1%

AUB.AX

1.75%

AIA.AX

0.58%

AZJ.AX

-0.25%

AUC.AX

0.94%

ABB.AX

-0.63%

ASB.AX

-1.04%

AAC.AX

0.38%

AEF.AX

-2.17%

AFI.AX

AUI.AX

0.18%

ASG.AX

14.46%

BOQ.AX

1.02%

BMN.AX

-0.27%

BCI.AX

-1.33%

BPT.AX

2.55%

BGA.AX

0.35%

BGL.AX

4.28%

BEN.AX

-0.1%

BNZ.AX

-4.88%

BHP.AX

1.1%

BKI.AX

0.87%

BC8.AX

2.61%

XYZ.AX

-2.5%

BSL.AX

0.41%

BOE.AX

6.67%

BXB.AX

-0.45%

BVS.AX

0.5%

BRE.AX

-2.86%

BRG.AX

-2.44%

BGP.AX

BFL.AX

-0.49%

BWP.AX

0.27%

CMM.AX

2.8%

CSC.AX

0.09%

CAR.AX

-2.68%

CIN.AX

CYL.AX

7.64%

CAT.AX

-2.08%

CWP.AX

-0.62%

CNI.AX

CIP.AX

0.66%

COF.AX

-0.5%

CHN.AX

1.39%

CGF.AX

3.52%

CIA.AX

-0.21%

CHC.AX

0.62%

CLW.AX

1.14%

CQR.AX

1.55%

CQE.AX

1.55%

CNU.AX

0.79%

C79.AX

-1.76%

CVL.AX

0.31%

CU6.AX

-6.08%

CWY.AX

0.84%

CBO.AX

1.32%

COH.AX

0.36%

CDA.AX

1.22%

COL.AX

1.06%

CKF.AX

2.55%

CBA.AX

0.34%

CPU.AX

-0.35%

CEN.AX

2.01%

CXO.AX

2.33%

CRN.AX

-1.64%

CCP.AX

-3.23%

CMW.AX

1.27%

CSL.AX

0.35%

CCL.AX

DBI.AX

0.4%

DTL.AX

-0.87%

DTR.AX

4.4%

DYL.AX

-3.1%

DRR.AX

1.28%

DVP.AX

1.64%

DXS.AX

0.5%

DXI.AX

0.41%

DDR.AX

-1.35%

DGT.AX

-1.33%

DUI.AX

1.39%

DJW.AX

0.35%

DMP.AX

-1.23%

DOW.AX

0.4%

DPM.AX

-0.59%

DRO.AX

-2.43%

DUR.AX

-3.36%

DNL.AX

1.33%

APE.AX

0.33%

EBO.AX

-1.45%

ELD.AX

1.05%

EOS.AX

-16.98%

ELV.AX

-1.23%

ELS.AX

0.71%

EHL.AX

-2.03%

EMR.AX

2.48%

EDV.AX

0.54%

ERA.AX

EQR.AX

-13.89%

EQT.AX

EVN.AX

3.66%

EVT.AX

0.16%

FCL.AX

2.58%

FFM.AX

1.83%

FPH.AX

-1.04%

FPR.AX

-2.29%

FBU.AX

FLT.AX

1.87%

FML.AX

0.7%

FMG.AX

1.32%

FRW.AX

0.09%

FGX.AX

0.76%

FGG.AX

0.32%

GLF.AX

0.61%

GDG.AX

1.04%

GNE.AX

2.5%

GMD.AX

3.67%

GTK.AX

0.48%

GNP.AX

2.6%

GMG.AX

1.22%

GPT.AX

-0.22%

GQG.AX

-2.66%

GNG.AX

-0.51%

GNC.AX

0.65%

GGP.AX

3.91%

GOZ.AX

1.87%

GCI.AX

GYG.AX

1.02%

GWA.AX

2.35%

HSN.AX

0.4%

HVN.AX

1.37%

HGH.AX

-0.48%

HM1.AX

0.74%

HLI.AX

-0.43%

HMC.AX

-1.27%

HDN.AX

0.82%

HUB.AX

1.58%

IEL.AX

0.74%

IGO.AX

-0.95%

ILU.AX

-1.71%

IMD.AX

1.55%

IMR.AX

0.53%

IFT.AX

0.67%

INA.AX

0.73%

ING.AX

-0.81%

IFL.AX

0.21%

IAG.AX

0.14%

IDX.AX

1.3%

IPX.AX

3.91%

IPH.AX

0.31%

IRE.AX

1.01%

JHX.AX

-0.36%

JBH.AX

0.62%

JDO.AX

1.02%

JIN.AX

0.76%

JMS.AX

KAR.AX

-0.52%

KLS.AX

-0.51%

KCN.AX

9.43%

KKC.AX

GLS.AX

0.28%

L1G.AX

-0.84%

LSF.AX

3.04%

LRV.AX

2.49%

LFS.AX

LLC.AX

1.16%

LFG.AX

360.AX

-2.32%

LIC.AX

-3.47%

LNW.AX

0.63%

LIN.AX

-4.12%

LTR.AX

-0.32%

LOV.AX

-1%

LYL.AX

0.14%

LYC.AX

-4.62%

MA1.AX

-0.25%

MAF.AX

4.29%

MGH.AX

2.09%

MAH.AX

-2.33%

MQG.AX

0.88%

MAQ.AX

-2.77%

MAD.AX

0.55%

MFG.AX

MAU.AX

2.6%

MMS.AX

-2.61%

MPL.AX

MEK.AX

9.09%

MP1.AX

-1.2%

MCY.AX

-2.4%

MEZ.AX

-1.56%

MSB.AX

-1.46%

MLX.AX

-2.45%

MTS.AX

0.34%

MOT.AX

1.49%

MXT.AX

1.33%

MFF.AX

-1.09%

MIN.AX

0.75%

MI6.AX

MIR.AX

0.39%

MGR.AX

0.82%

MND.AX

-0.15%

MYR.AX

5.36%

MYS.AX

NAN.AX

0.88%

NAB.AX

0.85%

NSR.AX

0.36%

NGI.AX

-2.37%

NWL.AX

-1.58%

NEU.AX

-1.47%

NHC.AX

-6.42%

NMG.AX

6.25%

NEM.AX

0.92%

NWS.AX

1.01%

NXG.AX

-3.09%

NXT.AX

-0.23%

NHF.AX

0.49%

NCK.AX

-0.82%

NIC.AX

0.53%

NEC.AX

NST.AX

0.39%

NWH.AX

-0.89%

NUF.AX

-2.07%

NXL.AX

-1.9%

OCL.AX

1.87%

OPH.AX

-1.8%

OBM.AX

9.09%

ORI.AX

2.89%

ORG.AX

-0.17%

ORA.AX

1.04%

PDN.AX

1.44%

PNR.AX

12.02%

PPC.AX

0.52%

PPM.AX

-14.93%

PRN.AX

-0.51%

PPT.AX

-2.54%

PCI.AX

PRU.AX

1.75%

PXA.AX

1.46%

PNI.AX

-1.48%

PL8.AX

-0.35%

PLS.AX

-1.89%

PGF.AX

0.69%

PNV.AX

-1.57%

PDI.AX

0.59%

PMV.AX

-0.16%

PME.AX

-2.69%

PFP.AX

-2.09%

PWH.AX

-1.21%

PYC.AX

-2.5%

QAN.AX

0.47%

QBE.AX

0.49%

QAL.AX

-2.62%

QRI.AX

0.32%

QUB.AX

RMS.AX

3.28%

RHC.AX

-0.97%

REA.AX

-1.28%

RDX.AX

1.94%

REH.AX

-2.9%

RF1.AX

0.6%

RPL.AX

-0.81%

RG1.AX

0.92%

RGN.AX

0.93%

REG.AX

-1.12%

RRL.AX

0.28%

RWC.AX

1.28%

RMD.AX

-0.61%

RSG.AX

4.09%

SGLLV.AX

1.12%

RIC.AX

-1.47%

RIO.AX

0.31%

RXR.AX

-0.6%

RXL.AX

RFF.AX

RYM.AX

-2.63%

SFR.AX

0.18%

SMI.AX

2.55%

STO.AX

0.26%

SCG.AX

1.12%

SEK.AX

-2.08%

SHV.AX

0.26%

SRV.AX

2.71%

SSM.AX

2.34%

SGH.AX

-0.68%

SHA.AX

3.07%

SIG.AX

-1.12%

SLX.AX

0.57%

SGM.AX

1.07%

SDR.AX

-3.12%

SKS.AX

3.74%

SKC.AX

SIQ.AX

0.39%

SHL.AX

-1.1%

S32.AX

0.48%

SX2.AX

4.58%

SXE.AX

1.37%

SPK.AX

-0.26%

SRG.AX

-0.84%

SBM.AX

-2.42%

SGQ.AX

SMR.AX

1.87%

SDF.AX

-0.24%

SGP.AX

0.22%

STK.AX

SNZ.AX

4.38%

SUN.AX

0.38%

SRL.AX

-10.01%

SUL.AX

1.05%

SLC.AX

0.32%

SNL.AX

1.67%

SYL.AX

TAH.AX

-1%

TEA.AX

2.58%

TNE.AX

-0.35%

TLX.AX

6.56%

TLS.AX

0.19%

TPW.AX

-7.59%

A2M.AX

0.84%

TLC.AX

SGR.AX

TVN.AX

-6.25%

TWR.AX

1.99%

TPG.AX

0.76%

TCL.AX

0.42%

TWE.AX

0.26%

TUA.AX

1.33%

TCG.AX

0.78%

UNI.AX

-1.63%

VAU.AX

-0.21%

VNT.AX

1.86%

VCX.AX

2.14%

VGN.AX

VEA.AX

-2.4%

VUL.AX

2.33%

VSL.AX

0.64%

WA1.AX

0.53%

WGN.AX

1.2%

WAM.AX

1.21%

WGB.AX

0.46%

WLE.AX

2.57%

SOL.AX

0.41%

WPR.AX

0.82%

WEB.AX

-1.12%

WBT.AX

-3.25%

WES.AX

-1.58%

WAF.AX

5.76%

WGX.AX

4.87%

WBC.AX

1.39%

WHF.AX

0.39%

WHC.AX

-1.81%

WIA.AX

4.04%

WTC.AX

-3%

WDS.AX

-0.66%

WOW.AX

-0.61%

WOR.AX

1.31%

XRO.AX

-1.72%

YAL.AX

-4.9%

ZIM.AX

0.81%

ZIP.AX

-3.45%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.10	0.57	0.39
SSO ASX Small Caps	15.47	-0.01	-0.06
IVV S&P 500	63.02	-0.39	-0.62
NDQ Nasdaq	51.26	-0.3	-0.58
F100 FTSE 100	14.64	0.01	0.07
ASIA Asia Tech	15.50	0.38	2.51
IEU Europe	95.36	-0.4	-0.42
IEM Emerging Markets	83.58	0.93	1.13
Gold Gold	64.00	-1.5	-2.29
ACDC Battery Tech	140.47	-0.29	-0.21

COMMODITIES	Close($)	-/+	%
Gold	5,029.58	24.332	0.49
Silver	81.56	0.7953	0.98
Platinum	2,150.65	36.44	1.72
Palladium	1,608.50	10	0.63
Ice Brent Crude	101.02	-2.12	-2.06
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7074	0.0005	0.07
Euro	1.1484	-0.0019	-0.17
British Pound	1.3294	-0.0022	-0.17
Canadian Dollar	1.3693	0.0007	0.05
New Zealand Dollar	0.5831	-0.0029	-0.49
Chinese Yuan	6.8863	-0.0092	-0.13
Japanese Yen	159.3600	0.34	0.21

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.54	0.94%	37.66%	0.28 0.75
BGL	Bellevue Gold Ltd	1.59	4.28%	13.43%	0.78 2.00
BHP	Bhp Group Ltd	49.73	1.1%	27.27%	33.25 59.39
FMG	Fortescue Ltd	19.95	1.32%	21.02%	13.18 23.38
NHC	New Hope Corporation Ltd	4.96	-6.42%	40.96%	3.33 5.42
WHC	Whitehaven Coal Ltd	8.69	-1.81%	59.75%	4.26 9.59
NEM	Newmont Cdi	156.38	0.92%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	16.61	-3.09%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	16.61	0.18%	52.67%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ASG	Autosports Group	2.77	14.46
PNR	Pantoro Gold	3.82	12.02
KCN	Kingsgate Consol	6.38	9.43
MEK	Meeka Metals	0.18	9.09
OBM	Ora Banda Mining	1.50	9.09
CYL	Catalyst Metals	6.62	7.64
BOE	Boss Energy	1.60	6.67
TLX	Telix Pharmaceut	11.70	6.56
NMG	New Murchison	0.05	6.25
WAF	West African Res	2.94	5.76

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	8.90	-16.98
PPM	Pepper Money	1.80	-14.93
EQR	Eq Resources	0.31	-13.89
SRL	Sunrise Energy	8.72	-10.01
TPW	Temple & Webster	6.45	-7.59
NHC	New Hope Corpora	4.96	-6.42
TVN	Tivan	0.30	-6.25
CU6	Clarity Pharmace	3.40	-6.08
YAL	Yancoal Australi	7.57	-4.9
BNZ	Benz Mining-cdi	2.73	-4.88

OPINION

Latest Market Matters Opinions

17/03/2026 16:59

What Mattered Today

The ASX closed modestly higher on Tuesday in a session that was entirely about one thing: the RBA. A split 5-4 decision to raise the cash rate by 25 basis points to 4.1% initially sent the dollar and bond yields lower as the narrow margin cast doubt over the path ahead, but banks and materials held the index in positive territory, though it wasn't a convincing rally.

17/03/2026 16:20

Broker Moves

Broker Moves • Perseus Raised to Overweight at Barrenjoey; PT A$6.80 • MA Financial Raised to Buy at Morgans Financial Limited • Reliance Worldwide Raised to Overweight at Jarden Securities • Servcorp Rated New Overweight at Jarden Securities; PT A$9.70 • Pantoro Gold Rated New Buy at UBS; PT A$7.50 • Ora Banda Mining Rated New Buy at UBS; PT A$1.60 • Minerals 260 Rated New Buy at UBS; PT A$1.20 • Westgold Rated New Buy at UBS; PT A$10.25 • Catalyst Metals Rated New Buy at UBS; PT A$11.25 • Paladin Energy Raised to Outperform at Macquarie; PT A$13.50 • Evolution Raised to Overweight at JPMorgan; PT A$15.50 • Rivco Australia Ltd Reinstated Buy at Bell Potter; PT A$1.65 • Immutep Cut to Speculative Hold at Bell Potter

ACTION

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Market Matters Content

What Matters Today: Three gold stocks on MM’s radar as the sector corrects over 20%

Morning report 17/03/2026

Afternoon Report

The Match out: ASX dips ahead of RBA rate call tomorrow

Afternoon report 16/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Hi Team, Sometimes when a share price changes, the only reason you give is a broker company has upgraded or downgraded the company. Such as on Wednesday the AGL broker consensus rating the reason for the fall. I am just wondering how much do you factor these consensus ratings into your decision making. I can't help feeling that in many cases they are talking their own book. I suppose some algorithms could also be looking for these changes and it becomes self fulfilling. Regards Ray

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Hi, apologies this is a little late. NST just downgraded again this morning with the operational update 13/03/26. I have a reasonably sized holding given I believe they are a quality blue chip gold company. I'd be interested in your views on the company. Thanks, Young

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Latest View Points

PRU

RRL

NEM US

NEM

NST

WTC

WIRE

AAA

QPON

CRED

IAF

ATEC

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Morning Report

What Matters Today: Three gold stocks on MM’s radar as the sector corrects over 20%

Morning report 17/03/2026

Afternoon Report

The Match out: ASX dips ahead of RBA rate call tomorrow

Afternoon report 16/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/03/2026

Broker Consensus

Ask James

Question asked 14/03/2026

Northern Star Resources Ltd (NST)

Latest View Points

PRU

RRL

NEM US

NEM

NST

WTC

WIRE

AAA

QPON

CRED

IAF

ATEC

Chart of the week

VanEck Gold Miners ETF (GDX US)

Aus. Investment blog Subscribe to blog

Atlassian Job Cuts weighs on Tech

US-listed Australian software giant Atlassian will cut ~10% of its workforce, saying AI is reducing labour needs, with the savings redirected toward further AI investment.

Invest Direct 10/03/2026

Does MM think Pantoro Gold (PNR) is a buy after its 20% plunge?

Pantoro Gold (PNR) tumbles ~20% after missing output expectations.

ASX: PNR 10/03/2026

Opinion + Action