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ANALYSIS

Market Analysis

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.24	0	0
SSO ASX Small Caps	16.65	0	0
IVV S&P 500	64.59	0	0
NDQ Nasdaq	51.60	0	0
F100 FTSE 100	15.14	0	0
ASIA Asia Tech	15.75	0	0
IEU Europe	102.21	0	0
IEM Emerging Markets	87.18	0	0
Gold Gold	63.86	0	0
ACDC Battery Tech	145.91	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,984.91	107.65	2.21
Silver	77.20	3.7411	5.09
Platinum	2,074.20	66.2583	3.3
Palladium	1,714.91	32.2932	1.92
Ice Brent Crude	67.36	-1.29	-1.88
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7040	-0.0044	-0.62
Euro	1.1782	-0.0069	-0.58
British Pound	1.3497	-0.007	-0.52
Canadian Dollar	1.3697	0.0062	0.45
New Zealand Dollar	0.5963	-0.0082	-1.36
Chinese Yuan	6.9080	0.007	0.1
Japanese Yen	154.8000	1.57	1.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.57	0%	43.75%	0.28 0.68
BGL	Bellevue Gold Ltd	1.76	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	52.29	0%	29.26%	33.25 54.20
FMG	Fortescue Ltd	20.20	0%	3.55%	13.18 23.38
NHC	New Hope Corporation Ltd	4.65	0%	5.39%	3.33 4.88
WHC	Whitehaven Coal Ltd	8.44	0%	51.42%	4.26 9.59
NEM	Newmont Cdi	173.85	0%	0.00%	66.39 190.54
NXG	Nexgen Ene Cdi	16.37	0%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	18.95	0%	70.94%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.43
4DX	4dmedical	3.97
ABG	Abacus Group Unt	1.17
ASK	Abacus Storage K	1.53
AX1	Accent Group	0.90
AIS	Aeris Resources	0.52
AGL	Agl Energy	10.50
AIZ	Air New Zealand	0.50
AAI	Alcoa Corpor Cdi	81.85
ALK	Alkane Resources	1.67

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.82
ZIM	Zimplats Holding	19.42
YAL	Yancoal Australi	6.00
XRO	Xero	79.88
WOR	Worley	13.04
WOW	Woolworths Group	31.94
WDS	Woodside Energy	25.94
WTC	Wisetech Global	48.05
WC8	Wildcat Resource	0.43
WIA	Wia Gold	0.43

OPINION

Latest Market Matters Opinions

18/02/2026 17:03

Mirvac Group (MGR) $2.03

MGR +%: Mirvac delivered a solid 1H result and reaffirmed full-year operating earnings and distribution guidance, with the update underpinned by strong residential momentum and improving margins. The group continues to execute well on capital partnering initiatives while maintaining a strong balance sheet and development pipeline.

18/02/2026 17:03

Superloop (SLC) $2.86

SLC +18.18%: Superloop delivered a strong 1H result and upgraded full-year underlying earnings (EBITDA) guidance, driven by continued customer growth and market share gains. The business is scaling quickly, with momentum expected to build further into FY27 as acquisitions contribute.

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Market Matters Content

Portfolio Positioning: CBA last week, BHP yesterday, will things happen in threes?

Morning report 18/02/2026

Afternoon Report

The Match Out: ASX 200 breaks back through 9000, Tech & Property rally

Afternoon report 18/02/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/02/2026

CSL Ltd (CSL)

Lots of commentary naturally on CSL after their half yearly release. My question is focused on how MM views the Board and senior mgmt capabilities given that after only a few years of acquiring Vifor (a massive acquisition price play) because - surprise surprise many of Vifor patents expired and gosh - competitors were able to release competitive products quickly. How in heck could CSL Board not be aware of either patents expiring AND the capabilities of their competitors? So - if Mgmt is seemingly this incompetent with shareholders money should not MM cut and run with existing investment? Apologies for being so negative (I am not a shareholder) David

Ask James

Question asked 14/02/2026

Spark New Zealand Ltd (SPK)

Hi James and Team Spark share price has been falling for some time facing competition, changes in management and strategically changing the business by selling off a large share of their Data Centre to reduce debt, although paying a high yield. I would appreciate your views please and outlook. Thank you for your excellent market summaries

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