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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-7.35%

4DX.AX

1.63%

ABG.AX

-1.93%

ASK.AX

0.74%

AGL.AX

1.95%

AIZ.AX

1.45%

AAI.AX

-3.84%

ALK.AX

-13.96%

A4N.AX

-8.18%

ALQ.AX

-2.92%

AMC.AX

2.05%

AOV.AX

-0.48%

AMP.AX

2.44%

AEL.AX

-1.83%

ALD.AX

ANN.AX

-0.32%

ANZ.AX

-0.9%

APA.AX

1.06%

ARU.AX

ARB.AX

1.58%

ARF.AX

0.92%

ARG.AX

-0.69%

ALL.AX

2.56%

APZ.AX

-2.96%

ASX.AX

0.33%

ALX.AX

-1.32%

AUB.AX

5.4%

AIA.AX

0.15%

AZJ.AX

-0.26%

ABB.AX

0.63%

ASB.AX

0.21%

AAC.AX

0.39%

AFI.AX

-0.31%

AUI.AX

-1.53%

BOQ.AX

-1.45%

BMN.AX

-7.97%

BCI.AX

-1.3%

BPT.AX

1.97%

BGA.AX

0.18%

BGL.AX

-9.06%

BEN.AX

0.4%

BHP.AX

-0.76%

BKI.AX

-1.17%

BC8.AX

-11.85%

XYZ.AX

2.4%

BSL.AX

-1.65%

BOE.AX

-6.09%

BXB.AX

-1.48%

BVS.AX

-1.46%

BRE.AX

-4.8%

BRG.AX

-0.61%

BFL.AX

-2.33%

BWP.AX

CMM.AX

-8.37%

CSC.AX

-5.88%

CAR.AX

-0.09%

CIN.AX

-1.92%

CYL.AX

-14.44%

CAT.AX

-1.48%

CWP.AX

-3.34%

CNI.AX

2.24%

CIP.AX

-0.68%

COF.AX

2.08%

CGF.AX

0.13%

CIA.AX

3.59%

CHC.AX

-1.48%

CLW.AX

CQR.AX

-1.06%

CQE.AX

1.18%

CNU.AX

-2.45%

C79.AX

-0.27%

CVL.AX

-1.66%

CU6.AX

-8.48%

CWY.AX

-0.87%

CBO.AX

-0.92%

COH.AX

-0.23%

CDA.AX

-2.26%

COL.AX

0.28%

CKF.AX

-1.76%

CBA.AX

-0.79%

CPU.AX

2.13%

CEN.AX

-0.4%

CXO.AX

-4.88%

CCP.AX

-3.02%

CMW.AX

CSL.AX

0.93%

CCL.AX

4.01%

DBI.AX

-1.83%

DTL.AX

-1.16%

DTR.AX

8.79%

DYL.AX

-5%

DRR.AX

0.54%

DVP.AX

-5.69%

DXS.AX

-0.34%

DXI.AX

0.85%

DDR.AX

-1.87%

DGT.AX

-1.97%

DUI.AX

-1.4%

DJW.AX

-0.35%

DMP.AX

0.12%

DOW.AX

-0.13%

DPM.AX

-8.18%

DRO.AX

-7.71%

DUR.AX

DNL.AX

-2.68%

APE.AX

6.09%

EBO.AX

0.99%

ELD.AX

0.43%

EOS.AX

-9.7%

ELV.AX

-4.84%

ELS.AX

-2.54%

EHL.AX

-5.02%

EMR.AX

-8.05%

EDV.AX

-0.82%

ERA.AX

EQR.AX

-6.9%

EQT.AX

-0.2%

EVN.AX

-7.33%

EVT.AX

-1.34%

FCL.AX

-5.02%

FFM.AX

-9.21%

FPH.AX

1.83%

FBU.AX

-2.21%

FLT.AX

-1.48%

FML.AX

-8.46%

FMG.AX

0.47%

FRW.AX

0.45%

FGX.AX

-2.68%

FGG.AX

-4.43%

GLF.AX

-1.25%

GDG.AX

2.63%

GNE.AX

-3.77%

GMD.AX

-4.97%

GTK.AX

3.7%

GNP.AX

-2.82%

GMG.AX

-1.88%

GPT.AX

-0.88%

GQG.AX

0.59%

GNG.AX

-8.19%

GNC.AX

-0.81%

GGP.AX

-9.79%

GOZ.AX

-1.37%

GCI.AX

-1.24%

GYG.AX

2.13%

GWA.AX

-3.15%

HSN.AX

5.31%

HVN.AX

-0.59%

HGH.AX

0.5%

HM1.AX

-1.43%

HLI.AX

-0.21%

HMC.AX

0.44%

HDN.AX

-0.42%

HUB.AX

0.08%

IEL.AX

1.79%

IGO.AX

1.47%

ILU.AX

-6.09%

IMD.AX

-5.28%

IMR.AX

-6.15%

IFT.AX

0.55%

INA.AX

-0.78%

ING.AX

-1.37%

IFL.AX

1.28%

IAG.AX

2.48%

IDX.AX

-1.62%

IPX.AX

-8.81%

IPH.AX

-0.61%

IRE.AX

-0.29%

JHX.AX

-1.06%

JBH.AX

2.06%

JDO.AX

KAR.AX

4.57%

KLS.AX

-2.86%

KCN.AX

-16.34%

KKC.AX

-0.95%

GLS.AX

-3.81%

L1G.AX

-4.04%

LSF.AX

-1.08%

LRV.AX

-7.91%

LFS.AX

-1.6%

LLC.AX

-1.52%

LFG.AX

1.72%

360.AX

4.04%

LIC.AX

-0.62%

LNW.AX

3.35%

LIN.AX

-10.07%

LTR.AX

LOV.AX

3.69%

LYL.AX

-4.6%

LYC.AX

-3.02%

MA1.AX

0.25%

MAF.AX

3.99%

MGH.AX

-1.01%

MAH.AX

4.76%

MQG.AX

-0.27%

MAQ.AX

-1.89%

MAD.AX

-1.76%

MFG.AX

1.79%

MAU.AX

-3.17%

MMS.AX

-0.07%

MPL.AX

2.38%

MP1.AX

0.4%

MCY.AX

4.61%

MEZ.AX

-0.44%

MSB.AX

-0.49%

MLX.AX

-3.39%

MTS.AX

-0.35%

MOT.AX

-2.88%

MXT.AX

-1.57%

MFF.AX

1.82%

MIN.AX

-2.07%

MI6.AX

MIR.AX

3.63%

MGR.AX

-0.56%

MND.AX

-0.8%

MYR.AX

1.75%

MYS.AX

-5.6%

NAN.AX

-1.15%

NAB.AX

-1.82%

NSR.AX

0.36%

NGI.AX

-0.5%

NWL.AX

0.24%

NEU.AX

0.17%

NHC.AX

-0.53%

NEM.AX

-7.45%

NWS.AX

2.07%

NXG.AX

-3.89%

NXT.AX

-3.03%

NHF.AX

1.31%

NCK.AX

0.65%

NIC.AX

-3.95%

NEC.AX

-0.57%

NST.AX

-6.97%

NWH.AX

-4.4%

NUF.AX

-1.88%

OCL.AX

OML.AX

-1.06%

OPH.AX

-6.46%

OBM.AX

-11.02%

ORI.AX

-2.52%

ORG.AX

1.58%

ORA.AX

-0.53%

PDN.AX

-6.12%

PNR.AX

-8.04%

PPC.AX

-7.93%

PPM.AX

-5.1%

PRN.AX

-2.41%

PPT.AX

-0.12%

PCI.AX

-3.77%

PRU.AX

-5.2%

PXA.AX

0.27%

PNI.AX

2.04%

PL8.AX

-1.79%

PLS.AX

0.71%

PGF.AX

-5.71%

PNV.AX

-1.65%

PDI.AX

-7.69%

PMV.AX

5.68%

PME.AX

1.54%

PFP.AX

3.2%

PWH.AX

-2.44%

PYC.AX

-9.77%

QAN.AX

-2.28%

QBE.AX

1.17%

QAL.AX

1.22%

QRI.AX

-2.56%

QUB.AX

RMS.AX

-5.16%

RHC.AX

-0.03%

REA.AX

0.74%

RDX.AX

-0.95%

REH.AX

-0.22%

RF1.AX

-1.26%

RPL.AX

-2.45%

RGN.AX

0.46%

REG.AX

-1.44%

RRL.AX

-6.46%

RWC.AX

2.02%

RMD.AX

0.72%

RSG.AX

-7.22%

SGLLV.AX

-0.63%

RIC.AX

1.17%

RIO.AX

-1.71%

RXL.AX

-10.34%

RFF.AX

-2.9%

RYM.AX

-3.49%

SFR.AX

-5.64%

SMI.AX

-4.85%

STO.AX

0.88%

SCG.AX

-2.01%

SEK.AX

1.59%

SHV.AX

-1.3%

SRV.AX

-6.86%

SSM.AX

-1.02%

SGH.AX

0.2%

SHA.AX

0.46%

SIG.AX

-3.96%

SLX.AX

-3.25%

SGM.AX

-0.64%

SDR.AX

1.05%

SKC.AX

SIQ.AX

-0.54%

SHL.AX

-0.55%

S32.AX

-3.27%

SX2.AX

-15.61%

SXE.AX

-3.05%

SPK.AX

0.86%

SRG.AX

-1.2%

SBM.AX

-7.83%

SMR.AX

1.11%

SDF.AX

3.67%

SGP.AX

-0.47%

SNZ.AX

-2.21%

SUN.AX

1.96%

SRL.AX

3.54%

SUL.AX

0.94%

SLC.AX

-0.31%

SNL.AX

-3.48%

SYL.AX

-5.06%

TAH.AX

1.56%

TEA.AX

-5.05%

TNE.AX

3.36%

TLX.AX

0.39%

TLS.AX

0.19%

TPW.AX

3.92%

A2M.AX

-1.16%

TLC.AX

1.7%

SGR.AX

-4%

TVN.AX

-3.28%

TWR.AX

-0.32%

TPG.AX

-0.98%

TCL.AX

-0.22%

TWE.AX

-1.92%

TUA.AX

-1.46%

TCG.AX

-18.05%

UNI.AX

-1.6%

VAU.AX

-6.96%

VNT.AX

-0.36%

VCX.AX

-1.26%

VGN.AX

-8.16%

VEA.AX

0.85%

VUL.AX

-3.34%

VSL.AX

-4.66%

WA1.AX

-3.01%

WGN.AX

-1.99%

WAM.AX

-1.48%

WGB.AX

-3.64%

WLE.AX

-2.55%

SOL.AX

-1.74%

WPR.AX

1.63%

WEB.AX

-1.39%

WBT.AX

-7.99%

WES.AX

0.01%

WAF.AX

-5.8%

WGX.AX

-5.1%

WBC.AX

-0.86%

WHF.AX

-1.58%

WHC.AX

0.97%

WIA.AX

-7.14%

WTC.AX

-5.02%

WDS.AX

2.2%

WOW.AX

0.16%

WOR.AX

-0.56%

XRO.AX

-0.45%

YAL.AX

3.85%

ZIM.AX

-6.97%

ZIP.AX

4.5%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	140.90	-1.07	-0.75
SSO ASX Small Caps	14.80	-0.24	-1.6
IVV S&P 500	61.99	-0.17	-0.27
NDQ Nasdaq	50.27	-0.36	-0.71
F100 FTSE 100	14.09	-0.24	-1.67
ASIA Asia Tech	14.69	-0.31	-2.07
IEU Europe	92.06	-1.68	-1.79
IEM Emerging Markets	79.80	-1.99	-2.43
Gold Gold	57.40	-3.73	-6.1
ACDC Battery Tech	134.28	-3.61	-2.62

COMMODITIES	Close($)	-/+	%
Gold	4,479.29	-8.36	-0.19
Silver	69.92	2.1569	3.18
Platinum	1,899.74	-22.3292	-1.16
Palladium	1,457.75	54.1594	3.86
Ice Brent Crude	109.55	0.9	0.83
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7054	0.0031	0.44
Euro	1.1633	0.0063	0.54
British Pound	1.3470	0.0131	0.98
Canadian Dollar	1.3676	-0.0047	-0.34
New Zealand Dollar	0.5881	0.0047	0.81
Chinese Yuan	6.8803	-0.0054	-0.08
Japanese Yen	158.2800	-0.94	-0.59

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.43	-7.53%	10.71%	0.28 0.75
BGL	Bellevue Gold Ltd	1.26	-9.06%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	47.11	-0.76%	21.31%	33.25 59.39
FMG	Fortescue Ltd	19.05	0.47%	18.95%	13.18 23.38
NHC	New Hope Corporation Ltd	5.68	-0.53%	35.95%	3.33 5.80
WHC	Whitehaven Coal Ltd	9.39	0.97%	58.16%	4.26 9.59
NEM	Newmont Cdi	131.84	-7.45%	0.00%	68.11 190.91
NXG	Nexgen Ene Cdi	15.57	-3.89%	0.00%	6.44 20.47
SFR	Sandfire Resources Ltd	14.72	-5.64%	35.53%	8.05 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
DTR	Dateline Resourc	0.50	8.79
APE	Eagers Automotiv	21.42	6.09
PMV	Premier Investme	12.66	5.68
AUB	Aub Group	23.80	5.4
HSN	Hansen Technolog	4.76	5.31
MAH	Macmahon Holding	0.66	4.76
MCY	Mercury Nz	5.67	4.61
KAR	Karoon Energy Lt	2.06	4.57
ZIP	Zip Co	1.51	4.5
360	Life360 Inc.	18.81	4.04

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TCG	Turaco Gold	0.55	-18.05
KCN	Kingsgate Consol	4.30	-16.34
SX2	Southern Cro Cdi	7.84	-15.61
CYL	Catalyst Metals	5.63	-14.44
ALK	Alkane Resources	1.33	-13.96
BC8	Black Cat Syndic	0.93	-11.85
OBM	Ora Banda Mining	1.05	-11.02
RXL	Rox Resources	0.39	-10.34
LIN	Lindian Resource	0.67	-10.07
GGP	Greatland Resour	9.12	-9.79

OPINION

Latest Market Matters Opinions

23/03/2026 16:43

What Mattered Today

The ASX finished lower, though it was much worse early on in the session. The war in the Middle East continues to dominate sentiment, with the market now down ~9% from the start of March, flirting with technical 'correction' territory.

23/03/2026 16:41

Broker Moves

• Brazilian Rare Earths Rated New Buy at B Riley; PT A$7.50 • Premier Investments Raised to Overweight at Jarden Securities • MA Financial Rated New Overweight at Jarden Securities • Magellan Financial Cut to Underperform at Macquarie; PT A$8.55 • NAB Cut to Neutral at Macquarie; PT A$45.50 • HUB24 Raised to Outperform at Macquarie; PT A$92.25

ACTION

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Market Matters Content

Macro Monday: President Trump has lit a fuse under markets, issuing Iran a 48-hour ultimatum

Morning report 23/03/2026

Afternoon Report

The Match Out: ASX down but recovers nicely from morning lows

Afternoon report 23/03/2026

Ask James ASK A QUESTION

Ask James

Question asked 21/03/2026

The “Big Four” Banks

Hi James & Team Can I have your current view on the 4 Big Banks. With the RBA lifting rates on Tues and the outlook being for further increases- how will you be positioning yourself with the Banks? I know your portfolios do not hold CBA - if it did would you be selling CBA or holding especially since they have already paid out a dividend in Feb - whereas ANZ, NAB & WBC will payout in May. regards Debbie

Ask James

Question asked 21/03/2026

Pinnacle Investment Group Ltd (PNI) and Metcash Ltd (MTS)

Hi James, first i would like to thank you for the regular information provided by MM on the market and the portfolios. PNI : Today i am seeking an update on PNI as it is slightly outdated on the website, however is shown as Active in the portfolio. MTS : MTS has experienced a tail of two extremes regarding its share price over the last 12 months, and it looks like good value at below $3.00 . Can i ask your view on the share price movement, and if there is any apparent short term catalyst that would see it find its way back to $3.50+ levels? Thank you for your time. Kind Regards John Ash

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