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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

10.34%

ABG.AX

-1.45%

ASK.AX

0.36%

AGL.AX

-1.07%

A1M.AX

-0.71%

AIZ.AX

AAI.AX

2.92%

ALK.AX

-3.1%

A4N.AX

-3.01%

ALQ.AX

0.79%

AMC.AX

1.04%

AOV.AX

-0.47%

AMP.AX

ALD.AX

0.4%

ANN.AX

0.32%

ANZ.AX

0.46%

APA.AX

-5.2%

ARU.AX

ARB.AX

0.11%

ARF.AX

-2.15%

ARG.AX

0.55%

ALL.AX

3.1%

AYA.AX

2.11%

APZ.AX

-1.33%

ASX.AX

2.37%

ALX.AX

0.2%

AUB.AX

0.5%

AIA.AX

2.19%

AZJ.AX

ABB.AX

0.2%

ASB.AX

-2.68%

AAC.AX

-1.53%

AFI.AX

AUI.AX

0.91%

BOQ.AX

0.32%

BMN.AX

1.92%

BCI.AX

-3.7%

BPT.AX

0.59%

BGA.AX

1.04%

BGL.AX

-2.33%

BEN.AX

0.1%

BNZ.AX

9.58%

BHP.AX

1.41%

BKI.AX

0.56%

BC8.AX

-1.61%

XYZ.AX

4.92%

BSL.AX

-0.96%

BMC.AX

4.96%

BXB.AX

0.76%

BVS.AX

0.5%

BRE.AX

-4.17%

BRG.AX

0.48%

BGP.AX

BFL.AX

-0.61%

BWP.AX

-2.78%

CMM.AX

2.61%

CSC.AX

1.22%

CAR.AX

4.24%

CIN.AX

CYL.AX

-3.36%

CAT.AX

2.06%

CWP.AX

-0.99%

CNI.AX

-0.25%

CIP.AX

-1.6%

COF.AX

-4.3%

CGF.AX

0.82%

CIA.AX

3.11%

CHI.AX

CHC.AX

-2.12%

CLW.AX

-2.87%

CQR.AX

-2.23%

CQE.AX

-1.81%

CNU.AX

-0.25%

C79.AX

0.18%

CVL.AX

0.52%

CU6.AX

15.7%

CWY.AX

CUV.AX

3.6%

CBO.AX

2.01%

COH.AX

2.58%

CDA.AX

-0.09%

COL.AX

-0.2%

CKF.AX

0.48%

CBA.AX

0.98%

CPU.AX

-0.16%

CEN.AX

0.13%

CXO.AX

-3.92%

CCP.AX

-1.48%

CMW.AX

-1.11%

CSL.AX

0.45%

CCL.AX

1.22%

DBI.AX

-1.72%

DTL.AX

0.41%

DTR.AX

-3.57%

DYL.AX

0.7%

DRR.AX

1.53%

DVP.AX

2.57%

DXS.AX

-4.17%

DXI.AX

-2.4%

DDR.AX

-1.13%

DGT.AX

-5.06%

DJW.AX

DMP.AX

2.62%

DOW.AX

DPM.AX

3.46%

DRO.AX

2.19%

DUR.AX

-2.62%

DNL.AX

APE.AX

0.79%

EBO.AX

0.66%

EIQ.AX

ELD.AX

1.99%

EOS.AX

2.33%

ELV.AX

1.15%

ELS.AX

0.45%

EMR.AX

1.42%

EDV.AX

0.61%

ERA.AX

EQR.AX

1.82%

EUR.AX

5.26%

EVN.AX

1.31%

EVT.AX

0.31%

FCL.AX

8.37%

FFM.AX

5.39%

FPH.AX

1.33%

FPR.AX

2.11%

FBU.AX

-0.72%

FLT.AX

0.58%

FRS.AX

FMG.AX

2.36%

FRW.AX

FGX.AX

FGG.AX

-1.18%

GLF.AX

1.98%

GDG.AX

4.45%

GNE.AX

0.24%

GMD.AX

1.86%

GNP.AX

1.29%

GMG.AX

0.28%

GPT.AX

-3.5%

GQG.AX

-1.03%

GNG.AX

1.76%

GNC.AX

GGP.AX

-0.83%

GOZ.AX

-5.63%

GCI.AX

-0.48%

GYG.AX

3.11%

GWA.AX

-2.61%

HSN.AX

3.26%

HVN.AX

-0.2%

HGH.AX

HM1.AX

2.45%

HLI.AX

0.18%

HMC.AX

2.38%

HDN.AX

-1.89%

HUB.AX

3.72%

IEL.AX

7.44%

IGO.AX

0.14%

ILU.AX

1.45%

IMD.AX

0.49%

IMR.AX

-2.68%

IFT.AX

0.81%

INA.AX

2.97%

ING.AX

6.57%

IAG.AX

-0.12%

IDX.AX

IPG.AX

-0.69%

IPX.AX

5.48%

IPH.AX

-1.32%

IRE.AX

4.5%

JHX.AX

2.56%

JBH.AX

2.15%

JDO.AX

3.41%

JMS.AX

1.85%

KAR.AX

9.13%

KLS.AX

2.1%

KCN.AX

-3.15%

KKC.AX

GLS.AX

1.01%

LGF.AX

-1.4%

L1G.AX

-0.45%

LSF.AX

0.43%

LRV.AX

0.83%

LFS.AX

-1.1%

LLC.AX

1.58%

LFG.AX

-2.17%

360.AX

11.64%

LIC.AX

3.75%

LNW.AX

1.81%

LIN.AX

3.26%

LTR.AX

LOV.AX

2.71%

LYL.AX

-2.59%

LYC.AX

-0.11%

MA1.AX

0.51%

MAF.AX

1.68%

MGH.AX

1.54%

MAH.AX

1.56%

MQG.AX

0.26%

MAQ.AX

3.13%

MAD.AX

1.03%

MFG.AX

0.73%

MMS.AX

0.05%

MPL.AX

MP1.AX

0.15%

MCY.AX

-0.55%

MEZ.AX

1.08%

MSB.AX

3.45%

MLX.AX

1.52%

MTS.AX

-0.33%

MOT.AX

0.61%

MXT.AX

MMI.AX

3.17%

MFF.AX

-0.39%

MIN.AX

-1.57%

MI6.AX

-4.12%

MIR.AX

MGR.AX

-1.12%

MND.AX

0.07%

MYR.AX

MYS.AX

NAN.AX

0.93%

NAB.AX

1.01%

NGI.AX

-0.4%

NWL.AX

3.07%

NEU.AX

36.07%

NHC.AX

-0.93%

NEM.AX

0.86%

NWS.AX

1.88%

NXG.AX

0.65%

NXT.AX

3.7%

NHF.AX

0.14%

NCK.AX

3.47%

NIC.AX

1.11%

NEC.AX

NST.AX

-2.28%

NWH.AX

-0.41%

NUF.AX

-1.8%

OCL.AX

-0.19%

OML.AX

OPH.AX

0.36%

OBM.AX

-0.44%

ORI.AX

0.47%

ORG.AX

-1%

ORA.AX

-1.78%

PDN.AX

0.75%

PNR.AX

1.67%

PPC.AX

-1.12%

PPM.AX

-0.64%

PRN.AX

0.43%

PPT.AX

0.13%

PCI.AX

-0.46%

PRU.AX

0.19%

PXA.AX

3.23%

PNI.AX

2.93%

PL8.AX

0.36%

PLS.AX

0.79%

PGF.AX

-0.91%

PNV.AX

1.65%

PDI.AX

-1.39%

PMV.AX

2.12%

PME.AX

4.54%

PWH.AX

3.68%

PYC.AX

7.49%

QAN.AX

0.19%

QBE.AX

0.48%

QAL.AX

2.33%

QRI.AX

0.66%

QUB.AX

-0.2%

RMS.AX

2.33%

RHC.AX

2.37%

REA.AX

3.81%

RDX.AX

-0.25%

REH.AX

1.55%

RF1.AX

-1.6%

RPL.AX

-0.36%

RG1.AX

-0.82%

RGN.AX

-3.64%

REG.AX

RRL.AX

-1.67%

RWC.AX

2.1%

RMD.AX

RSG.AX

1.98%

SGLLV.AX

-4.7%

RIC.AX

1.9%

RIO.AX

0.26%

RXL.AX

RFF.AX

-2.88%

RYM.AX

SFR.AX

0.64%

STO.AX

0.14%

SCG.AX

SEK.AX

4.76%

SHV.AX

SRV.AX

-2.81%

SSM.AX

-0.37%

SGH.AX

0.58%

SHA.AX

-0.57%

SIG.AX

1.08%

SLX.AX

-0.37%

SGM.AX

-0.74%

SDR.AX

5.45%

SKS.AX

-0.65%

SKC.AX

1.09%

SIQ.AX

1.36%

SHL.AX

2.69%

S32.AX

1.79%

SX2.AX

2.39%

SXE.AX

1.27%

SPK.AX

0.33%

SRG.AX

-0.25%

SBM.AX

SMR.AX

-0.84%

SDF.AX

0.59%

SGP.AX

-3.47%

SNZ.AX

0.14%

SUN.AX

0.63%

SRL.AX

-7.01%

SUL.AX

0.69%

SLC.AX

-0.3%

SNL.AX

-0.93%

SYL.AX

0.68%

TAH.AX

2.41%

TEA.AX

-1.88%

TNE.AX

3.01%

TLX.AX

5.48%

TLS.AX

0.19%

TPW.AX

3.25%

A2M.AX

3.62%

TLC.AX

1.42%

SGR.AX

1.09%

TVN.AX

-3.64%

THL.AX

TWR.AX

-0.65%

TPG.AX

-0.55%

TCL.AX

-4.42%

TWE.AX

2.76%

TUA.AX

2.24%

TRA.AX

UNI.AX

0.52%

VAU.AX

-1.32%

VNT.AX

-0.46%

VCX.AX

-0.76%

VGN.AX

-0.65%

VEA.AX

1.49%

VUL.AX

0.67%

VSL.AX

5.21%

VYS.AX

WA1.AX

-0.8%

WGN.AX

2.06%

WAM.AX

WGB.AX

-1.89%

WLE.AX

SOL.AX

0.46%

WPR.AX

-1.6%

WQG.AX

-1.31%

WEB.AX

0.67%

WBT.AX

1.5%

WES.AX

0.06%

WAF.AX

-2.78%

WGX.AX

0.62%

WBC.AX

0.28%

WHF.AX

-1.92%

WHC.AX

-1.24%

WIA.AX

1.11%

WC8.AX

WTN.AX

WTC.AX

7.19%

WDS.AX

1.16%

WOW.AX

0.77%

WOR.AX

1.02%

XRO.AX

4.53%

YAL.AX

-0.36%

ZIM.AX

0.94%

ZIP.AX

8.68%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.06	1.04	0.71
SSO ASX Small Caps	14.60	-0.96	-6.17
IVV S&P 500	71.41	0.71	1
NDQ Nasdaq	62.68	0.62	1
F100 FTSE 100	15.29	0.06	0.39
ASIA Asia Tech	22.60	0.5	2.26
IEU Europe	105.02	0.27	0.26
IEM Emerging Markets	98.74	1.58	1.63
Gold Gold	53.89	0.69	1.3
ACDC Battery Tech	157.32	1.07	0.68

COMMODITIES	Close($)	-/+	%
Gold	4,021.99	-66.2434	-1.62
Silver	58.22	-0.945	-1.6
Platinum	1,580.92	-33.368	-2.07
Palladium	1,223.29	14.1207	1.17
Ice Brent Crude	73.08	-2.18	-2.9
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6889	-0.0008	-0.12
Euro	1.1426	0.0045	0.4
British Pound	1.3256	0.0055	0.42
Canadian Dollar	1.4197	0.0003	0.02
New Zealand Dollar	0.5651	0.0012	0.21
Chinese Yuan	6.7936	-0.0044	-0.06
Japanese Yen	161.9200	0.21	0.13

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.70	-0.71%	135.00%	0.30 0.79
BGL	Bellevue Gold Ltd	1.26	-2.33%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	59.82	1.41%	63.32%	36.36 65.98
FMG	Fortescue Ltd	19.52	2.36%	27.73%	15.16 23.38
NHC	New Hope Corporation Ltd	5.33	-0.93%	43.85%	3.73 6.17
WHC	Whitehaven Coal Ltd	7.97	-1.24%	47.53%	5.47 9.90
NEM	Newmont Cdi	137.50	0.86%	0.00%	87.37 190.91
NXG	Nexgen Ene Cdi	14.03	0.65%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	19.01	0.64%	72.04%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NEU	Neuren Pharmaceu	16.60	36.07
CU6	Clarity Pharmace	2.10	15.7
360	Life360 Inc.	26.27	11.64
4DX	4dmedical	4.59	10.34
BNZ	Benz Mining-cdi	2.63	9.58
KAR	Karoon Energy Lt	1.38	9.13
ZIP	Zip Co	3.13	8.68
FCL	Fineos Corporati	2.20	8.37
PYC	Pyc Therapeutics	1.65	7.49
IEL	Idp Education	2.31	7.44

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	16.59	-7.01
GOZ	Growthpoint Prop	2.18	-5.63
APA	Apa Group	10.21	-5.2
DGT	Digico Infrastru	2.44	-5.06
SGLLV	Ricegrowers	15.20	-4.7
TCL	Transurban Group	14.71	-4.42
COF	Centuria Office	0.89	-4.3
DXS	Dexus	5.52	-4.17
BRE	Brazilian Rare	4.37	-4.17
MI6	Minerals 260	0.82	-4.12

OPINION

Latest Market Matters Opinions

29/06/2026 16:40

What Mattered Today

The ASX recovered some of last week's weakness to finish higher, as investors looked through ongoing geopolitical uncertainty and rotated back into beaten-down growth names.

29/06/2026 16:35

RDY +6.45%: announced it has been selected as the Student Management System platform provider for the Victorian TAFE Network, a strategically important win that reinforces the quality and relevance of its education software platform.

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Market Matters Content

Macro Monday: Could the AI Trade be the next Gold & Bitcoin?

Morning report 29/06/2026

Afternoon Report

The Match Out: ASX moves higher as US-Iran ceasefire holds on shaky ground

Afternoon report 29/06/2026

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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