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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-3.3%

ABG.AX

-0.49%

ASK.AX

0.18%

A1G.AX

AGL.AX

0.9%

AIZ.AX

-1.43%

AAI.AX

-2.15%

ALK.AX

-1.94%

A4N.AX

-3.05%

ALQ.AX

0.38%

AMC.AX

-1.9%

AOV.AX

-1.23%

AMP.AX

2.63%

AEL.AX

ALD.AX

1.59%

ANN.AX

0.34%

ANZ.AX

0.91%

APA.AX

0.93%

ARU.AX

-7.14%

ARB.AX

-2.62%

ARF.AX

-1.05%

ARG.AX

-0.12%

ALL.AX

0.7%

AYA.AX

-3.4%

APZ.AX

-0.42%

ASX.AX

5.17%

ALX.AX

-0.41%

AUB.AX

4.29%

AIA.AX

0.97%

AZJ.AX

0.36%

ABB.AX

0.28%

ASB.AX

-2.69%

AAC.AX

-1.32%

AFG.AX

-0.75%

AFI.AX

-0.61%

AUI.AX

0.37%

ASG.AX

-3.17%

BOQ.AX

0.37%

BMN.AX

-8.05%

BCI.AX

-2.56%

BPT.AX

0.64%

BGA.AX

-1.61%

BGL.AX

-6.58%

BEN.AX

0.8%

BNZ.AX

-1.93%

BHP.AX

-2.29%

BKI.AX

0.87%

BC8.AX

-3.07%

XYZ.AX

-0.56%

BSL.AX

-1.54%

BMC.AX

BOE.AX

-9.12%

BXB.AX

2.2%

BVS.AX

3.17%

BRE.AX

-2.92%

BRG.AX

-0.2%

BGP.AX

BFL.AX

-0.12%

BWP.AX

1.69%

CMM.AX

-3.31%

CSC.AX

1.14%

CAR.AX

1.61%

CIN.AX

-0.2%

CYL.AX

-8.14%

CAT.AX

1.4%

CWP.AX

3.06%

CNI.AX

0.74%

CIP.AX

0.51%

COF.AX

-0.53%

CHN.AX

-2.74%

CGF.AX

0.77%

CIA.AX

-4.55%

CHI.AX

CHC.AX

0.65%

CLW.AX

0.14%

CQR.AX

1.43%

CQE.AX

-0.38%

CNU.AX

0.94%

C79.AX

1.37%

CVL.AX

-2.51%

CU6.AX

-5.07%

CWY.AX

0.68%

CBO.AX

3.18%

COH.AX

3.88%

CDA.AX

-0.26%

COL.AX

-3.55%

CKF.AX

0.24%

CBA.AX

0.52%

CPU.AX

2.15%

CEN.AX

2.52%

CXO.AX

-0.78%

CCP.AX

-0.09%

CMW.AX

-1.25%

CSL.AX

-1.03%

CCL.AX

-2.7%

DBI.AX

0.93%

DTL.AX

-1.48%

DTR.AX

-6.25%

DYL.AX

-8.52%

DRR.AX

-0.24%

DVP.AX

-3.82%

DXS.AX

0.65%

DXI.AX

0.2%

DDR.AX

-1.23%

DGT.AX

-0.42%

DUI.AX

DJW.AX

DMP.AX

1.29%

DOW.AX

0.89%

DPM.AX

-1.53%

DRO.AX

-2.48%

DUR.AX

-1.05%

DNL.AX

1.24%

APE.AX

1.51%

EBO.AX

1.76%

EIQ.AX

-1.57%

ELD.AX

-0.07%

EOS.AX

-4.93%

ELV.AX

ELS.AX

-4.18%

EHL.AX

-6.07%

EMR.AX

-5.63%

EDV.AX

-0.59%

ERA.AX

14.29%

EQR.AX

-12.3%

EQT.AX

0.31%

EUR.AX

7.53%

EVN.AX

-5.13%

EVT.AX

FCL.AX

1.07%

FFM.AX

-5.16%

FPH.AX

1.32%

FPR.AX

-0.43%

FBU.AX

-0.65%

FLT.AX

-0.58%

FML.AX

-5.2%

FRS.AX

-3.85%

FMG.AX

-3.14%

FRW.AX

FGX.AX

-4.76%

FGG.AX

0.6%

GLN.AX

-1.87%

GLF.AX

-1.06%

GDG.AX

4.57%

GNE.AX

3.13%

GMD.AX

-8.35%

GTK.AX

2.09%

GNP.AX

1.76%

GMG.AX

2.14%

GPT.AX

-0.32%

GQG.AX

1.08%

GNG.AX

-0.88%

GNC.AX

0.16%

GGP.AX

-4.47%

GOZ.AX

-0.45%

GCI.AX

0.24%

GYG.AX

-0.59%

GWA.AX

-0.38%

HSN.AX

-1.48%

HVN.AX

0.11%

HGH.AX

-1.09%

HM1.AX

2.07%

HLI.AX

2.18%

HMC.AX

0.81%

HDN.AX

0.8%

HUB.AX

-0.54%

IEL.AX

2.67%

IGO.AX

-1.85%

ILU.AX

0.75%

IMD.AX

-1.83%

IMR.AX

IFT.AX

2.2%

INA.AX

0.13%

ING.AX

-3.57%

IAG.AX

2.68%

IDX.AX

0.91%

IPG.AX

-0.36%

IPX.AX

-1.44%

IPH.AX

1.39%

IRE.AX

0.75%

JHX.AX

-5.07%

JBH.AX

-0.03%

JDO.AX

JMS.AX

1.85%

KAR.AX

1.87%

KLS.AX

-0.9%

KCN.AX

-4.05%

KKC.AX

GLS.AX

-0.8%

LGF.AX

-0.97%

L1G.AX

-3.42%

LSF.AX

-0.48%

LRV.AX

-2.76%

LFS.AX

1.09%

LLC.AX

0.6%

LFG.AX

-0.3%

360.AX

-0.98%

LIC.AX

-4.31%

LNW.AX

0.67%

LIN.AX

-7.23%

LTR.AX

-3.29%

LOV.AX

0.72%

LYL.AX

-0.71%

LYC.AX

-3%

MA1.AX

-0.25%

MAF.AX

0.14%

MGH.AX

-3.32%

MAH.AX

-1.01%

MQG.AX

0.34%

MAQ.AX

0.3%

MAD.AX

1.21%

MFG.AX

1.99%

MAU.AX

-2.81%

MMS.AX

1.15%

MPL.AX

0.98%

MP1.AX

1.43%

MCY.AX

1.1%

MEZ.AX

3.1%

MSB.AX

-4.5%

MLX.AX

-2.12%

MTS.AX

-2.34%

MEI.AX

-1.32%

MOT.AX

-0.28%

MXT.AX

-0.13%

MFF.AX

1.1%

MIN.AX

2.71%

MI6.AX

-6.33%

MIR.AX

-1.15%

MGR.AX

-0.44%

MND.AX

-2.58%

MYS.AX

-0.75%

NAN.AX

-1.15%

NAB.AX

0.01%

NGI.AX

1.03%

NWL.AX

-0.74%

NEU.AX

1.79%

NHC.AX

1.47%

NMG.AX

-4.08%

NEM.AX

-2.12%

NWS.AX

0.59%

NXG.AX

-2.12%

NXT.AX

1.25%

NHF.AX

0.68%

NCK.AX

-0.43%

NIC.AX

-2.83%

NEC.AX

-0.26%

NST.AX

-3.01%

NWH.AX

1.16%

NUF.AX

1.65%

NXL.AX

-1.95%

OCL.AX

0.18%

OML.AX

2.65%

OPH.AX

-2.66%

OBM.AX

-6.89%

ORI.AX

0.19%

ORG.AX

0.62%

ORA.AX

-6.32%

PDN.AX

-4.34%

PNR.AX

-0.46%

PPC.AX

-0.42%

PPM.AX

-0.86%

PRN.AX

-2.76%

PPT.AX

-1.34%

PCI.AX

0.46%

PRU.AX

-1.7%

PXA.AX

3.03%

PNI.AX

-2.18%

PL8.AX

1.47%

PLS.AX

0.75%

PGF.AX

-1.36%

PNV.AX

-0.25%

PDI.AX

-6.65%

PMV.AX

-1.2%

PME.AX

-0.4%

PFP.AX

-1.56%

PWH.AX

-2.4%

PYC.AX

-4.92%

QAN.AX

0.18%

QBE.AX

0.61%

QAL.AX

1.7%

QRI.AX

0.32%

QUB.AX

0.2%

RMS.AX

-5.85%

RHC.AX

0.4%

REA.AX

1.12%

RDX.AX

-2.11%

REH.AX

1.96%

RF1.AX

RPL.AX

-2.95%

RG1.AX

-1.3%

RGN.AX

-0.22%

REG.AX

2.31%

RRL.AX

-3.43%

RWC.AX

0.15%

RMD.AX

-2.01%

RSG.AX

-4.73%

SGLLV.AX

-2.06%

RIC.AX

-2.29%

RIO.AX

-2.26%

RXL.AX

-4.17%

RFF.AX

-0.49%

RYM.AX

-2.84%

SFR.AX

-2.07%

SMI.AX

-9.76%

STO.AX

2.9%

SCG.AX

1.1%

SEK.AX

1.91%

SHV.AX

0.39%

SRV.AX

-1.29%

SSM.AX

0.26%

SGH.AX

1.23%

SIG.AX

0.54%

SLX.AX

-9.14%

SGM.AX

0.02%

SDR.AX

0.16%

SKS.AX

2.21%

SKC.AX

0.96%

SIQ.AX

0.56%

SHL.AX

-0.55%

S32.AX

-5.87%

SX2.AX

-5.29%

SXE.AX

1.08%

SPK.AX

1.04%

SRG.AX

1.05%

SBM.AX

-2.76%

SMR.AX

3.1%

SDF.AX

-0.59%

SGP.AX

-0.73%

SNZ.AX

0.76%

SUN.AX

0.44%

SRL.AX

0.32%

SUL.AX

-1.04%

SLC.AX

0.6%

SNL.AX

-1.66%

SYL.AX

-2.32%

TAH.AX

0.23%

TEA.AX

-0.18%

TNE.AX

-2.15%

TLX.AX

0.13%

TLS.AX

1.05%

TPW.AX

-3.17%

A2M.AX

-0.98%

TLC.AX

0.82%

SGR.AX

2.38%

TVN.AX

-6.06%

TWR.AX

1.54%

TPG.AX

-0.59%

TCL.AX

1.23%

TWE.AX

-0.8%

TUA.AX

1.73%

TCG.AX

-8.26%

UNI.AX

-1.21%

VAU.AX

-4.13%

VNT.AX

0.38%

VCX.AX

0.2%

VGN.AX

-2.49%

VEA.AX

3.14%

VUL.AX

-2.15%

VSL.AX

0.2%

WA1.AX

-4.64%

WGN.AX

6.07%

WAM.AX

0.87%

WGB.AX

-0.47%

WLE.AX

0.38%

SOL.AX

2.42%

WPR.AX

0.2%

WEB.AX

-1.12%

WBT.AX

4.24%

WES.AX

0.72%

WAF.AX

-2.81%

WGX.AX

-8.14%

WBC.AX

0.24%

WHF.AX

-0.41%

WHC.AX

1.88%

WIA.AX

-6.86%

WC8.AX

8.41%

WTN.AX

WTC.AX

4.45%

WDS.AX

1.5%

WOW.AX

-6.91%

WOR.AX

0.94%

XRO.AX

0.14%

YAL.AX

1.07%

ZIM.AX

-7.72%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.65	-0.38	-0.26
SSO ASX Small Caps	15.71	-0.18	-1.13
IVV S&P 500	66.64	0.12	0.18
NDQ Nasdaq	56.21	0.27	0.48
F100 FTSE 100	14.57	-0.12	-0.82
ASIA Asia Tech	17.59	-0.09	-0.51
IEU Europe	96.96	-1.27	-1.29
IEM Emerging Markets	88.86	-0.44	-0.49
Gold Gold	58.64	-0.105	-0.18
ACDC Battery Tech	170.98	0.56	0.33

COMMODITIES	Close($)	-/+	%
Gold	4,566.65	24.9	0.55
Silver	72.27	0.789	1.1
Platinum	1,915.07	35.7599	1.9
Palladium	1,464.03	5.1401	0.35
Ice Brent Crude	121.68	10.42	9.37
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7116	0	0
Euro	1.1660	-0.0017	-0.15
British Pound	1.3459	-0.0014	-0.1
Canadian Dollar	1.3681	-0.0003	-0.02
New Zealand Dollar	0.5826	-0.0003	-0.05
Chinese Yuan	6.8410	0.0035	0.05
Japanese Yen	160.5600	0.17	0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.60	-0.83%	72.86%	0.30 0.75
BGL	Bellevue Gold Ltd	1.49	-6.74%	75.27%	0.78 2.00
BHP	Bhp Group Ltd	53.70	-2.27%	43.89%	35.52 59.39
FMG	Fortescue Ltd	19.59	-3.12%	23.52%	14.31 23.38
NHC	New Hope Corporation Ltd	5.51	1.38%	44.80%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.39	1.88%	62.01%	4.86 9.90
NEM	Newmont Cdi	150.29	-2.14%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.34	-2.21%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.36	-2.07%	63.09%	9.74 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	14.29
WC8	Wildcat Resource	0.58	8.41
EUR	European Lithium	0.39	7.53
WGN	Wagners Holding	4.54	6.07
ASX	Asx	60.84	5.17
GDG	Generation Devel	3.89	4.57
WTC	Wisetech Global	43.15	4.45
AUB	Aub Group	25.79	4.29
WBT	Weebit Nano	4.18	4.24
COH	Cochlear	93.49	3.88

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.27	-12.3
SMI	Santana Minerals	0.56	-9.76
SLX	Silex Systems	5.57	-9.14
BOE	Boss Energy	1.40	-9.12
DYL	Deep Yellow	1.80	-8.52
GMD	Genesis Minerals	5.82	-8.35
TCG	Turaco Gold	0.56	-8.26
WGX	Westgold Resourc	5.42	-8.14
CYL	Catalyst Metals	5.19	-8.14
BMN	Bannerman Energy	4.00	-8.05

OPINION

Latest Market Matters Opinions

30/04/2026 09:48

APA Group (APA) $10.19

We discussed APA in detail in both March Here while also touching on its stable income stream for our income portfolio in April Here. This is a business that’s turned itself around nicely over the last year, allaying the markets concern around the sustainability of their dividend. We had originally targeted a move to $10, but the stock continues to screen well, supported by a strong yield.

30/04/2026 09:47

Atlas Arteria Ltd (ASX:ALX) $4.82

IFM began building its stake in Atlas Arteria (then Macquarie Atlas Roads) around 2018, steadily accumulating shares over several years to become the largest shareholder (~34% today). It hasn’t been a sudden “raid”, more a long-term, strategic build that has now culminated in a takeover attempt.

ACTION

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Market Matters Content

What Matters Today: Atlas Arteria takeover bid – What it could mean for ASX infrastructure and utilities stocks?

Morning report 30/04/2026

Afternoon Report

The Match Out: ASX drifts lower as CPI comes in better than expected

Afternoon report 29/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

S32

TCL

AGL

ORG

APA

ALX

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ASH US

MSFT US

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SPOT US

SRG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Morning Report

What Matters Today: Atlas Arteria takeover bid – What it could mean for ASX infrastructure and utilities stocks?

Morning report 30/04/2026

Afternoon Report

The Match Out: ASX drifts lower as CPI comes in better than expected

Afternoon report 29/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

Ask James

Question asked 24/04/2026

Banks

Latest View Points

S32

TCL

AGL

ORG

APA

ALX

UBS US

ASH US

MSFT US

PXA

SPOT US

SRG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Opinion + Action