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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-1.59%

ABG.AX

ASK.AX

0.36%

AGL.AX

0.32%

AIZ.AX

-1.43%

AAI.AX

-0.68%

ALK.AX

A4N.AX

-6.54%

ALQ.AX

-0.28%

AMC.AX

-1.52%

AOV.AX

-0.63%

AMP.AX

0.17%

AEL.AX

-0.3%

ALD.AX

0.71%

ANN.AX

-2.02%

ANZ.AX

-1.05%

APA.AX

0.19%

ARU.AX

0.75%

ARB.AX

-1.59%

ARF.AX

-0.45%

ARG.AX

-0.23%

ALL.AX

0.32%

AYA.AX

0.22%

APZ.AX

-2.98%

ASX.AX

0.19%

ALX.AX

0.31%

AUB.AX

-1.06%

AIA.AX

-0.15%

AZJ.AX

-1.3%

ABB.AX

ASB.AX

-4.04%

AAC.AX

AFG.AX

1.25%

AFI.AX

-0.6%

AUI.AX

-1.02%

BOQ.AX

-1.01%

BMN.AX

-1.59%

BCI.AX

-3.95%

BPT.AX

1.53%

BGA.AX

-3.35%

BGL.AX

-0.16%

BEN.AX

-0.89%

BNZ.AX

1.51%

BHP.AX

-0.44%

BKI.AX

0.28%

BC8.AX

-1.78%

XYZ.AX

1.24%

BSL.AX

-0.3%

BMC.AX

1.83%

BOE.AX

-4.06%

BXB.AX

-0.35%

BVS.AX

-0.45%

BRE.AX

-1.23%

BRG.AX

-3.15%

BGP.AX

BFL.AX

-0.12%

BWP.AX

-0.51%

CMM.AX

11.26%

CSC.AX

-3.49%

CAR.AX

0.16%

CIN.AX

-0.91%

CYL.AX

-6.48%

CAT.AX

-2.97%

CWP.AX

-1.13%

CNI.AX

-0.72%

CIP.AX

-0.33%

COF.AX

-0.53%

CHN.AX

-3.75%

CGF.AX

1.15%

CIA.AX

0.1%

CHI.AX

CHC.AX

0.65%

CLW.AX

0.86%

CQR.AX

-0.13%

CQE.AX

-0.19%

CNU.AX

C79.AX

-2.21%

CVL.AX

-2.7%

CU6.AX

-4.52%

CWY.AX

-1.57%

CBO.AX

-1.28%

COH.AX

-1.06%

CDA.AX

-9.04%

COL.AX

-0.2%

CKF.AX

-2.53%

CBA.AX

0.21%

CPU.AX

1.04%

CEN.AX

0.38%

CXO.AX

-2.38%

CCP.AX

0.94%

CMW.AX

-0.61%

CSL.AX

-0.34%

CCL.AX

-0.43%

DBI.AX

-0.64%

DTL.AX

-1.85%

DTR.AX

-3.19%

DYL.AX

-1.36%

DRR.AX

0.12%

DVP.AX

-1.3%

DXS.AX

-3.43%

DXI.AX

-0.4%

DDR.AX

-0.22%

DGT.AX

0.85%

DJW.AX

-2.08%

DMP.AX

-1.49%

DOW.AX

0.85%

DPM.AX

-2.43%

DRO.AX

1.33%

DUR.AX

-2.55%

DNL.AX

-1.66%

APE.AX

-2.89%

EBO.AX

1.2%

EIQ.AX

-1.06%

ELD.AX

-1.32%

EOS.AX

0.81%

ELV.AX

-4.08%

ELS.AX

-0.72%

EHL.AX

-1.83%

EMR.AX

-2.14%

EDV.AX

-0.76%

ERA.AX

EQR.AX

-0.91%

EQT.AX

-1.33%

EUR.AX

5.81%

EVN.AX

-0.94%

EVT.AX

-0.83%

FCL.AX

0.34%

FFM.AX

-3.19%

FPH.AX

-0.3%

FPR.AX

0.21%

FBU.AX

-0.63%

FLT.AX

3.89%

FML.AX

-1.97%

FRS.AX

-1.96%

FMG.AX

0.43%

FRW.AX

FGX.AX

-0.38%

FGG.AX

GLN.AX

GLF.AX

-0.85%

GDG.AX

-2.67%

GNE.AX

-0.99%

GMD.AX

1.72%

GNP.AX

-3.11%

GMG.AX

-0.87%

GPT.AX

1.16%

GQG.AX

-1.79%

GNG.AX

-0.86%

GNC.AX

0.33%

GGP.AX

-0.37%

GOZ.AX

0.46%

GCI.AX

0.49%

GYG.AX

-5.98%

GWA.AX

0.97%

HSN.AX

-1.82%

HVN.AX

-0.78%

HGH.AX

-0.53%

HM1.AX

-2.8%

HLI.AX

-3.93%

HMC.AX

0.2%

HDN.AX

0.4%

HUB.AX

-1.78%

IEL.AX

-5.93%

IGO.AX

-0.79%

ILU.AX

-2.29%

IMD.AX

-0.47%

IMR.AX

-0.39%

IFT.AX

0.19%

INA.AX

-0.38%

ING.AX

-1.15%

IAG.AX

0.73%

IDX.AX

-2.42%

IPG.AX

-1.37%

IPX.AX

-1.18%

IPH.AX

1.36%

IRE.AX

-1.19%

JHX.AX

-2.7%

JBH.AX

-0.83%

JDO.AX

-1.75%

JMS.AX

-0.94%

KAR.AX

2.64%

KLS.AX

-1.42%

KCN.AX

-0.49%

KKC.AX

-0.48%

GLS.AX

-5.58%

LGF.AX

0.49%

L1G.AX

-1.91%

LSF.AX

0.96%

LRV.AX

0.4%

LFS.AX

LLC.AX

-1.07%

LFG.AX

-1.5%

360.AX

0.19%

LIC.AX

-0.63%

LNW.AX

-0.96%

LIN.AX

-3.55%

LTR.AX

-1.24%

LOV.AX

-2.2%

LYL.AX

-0.38%

LYC.AX

-1.59%

MA1.AX

-0.63%

MAF.AX

-0.87%

MGH.AX

0.8%

MAH.AX

MQG.AX

-0.4%

MAQ.AX

1.25%

MAD.AX

-3.44%

MFG.AX

-7.06%

MAU.AX

0.13%

MMS.AX

3.93%

MPL.AX

-1.59%

MP1.AX

-0.78%

MCY.AX

0.55%

MEZ.AX

0.21%

MSB.AX

-1.14%

MLX.AX

-2.46%

MTS.AX

2.26%

MEI.AX

-1.28%

MOT.AX

-0.29%

MXT.AX

-0.64%

MFF.AX

0.64%

MIN.AX

-0.52%

MI6.AX

3.23%

MIR.AX

-0.39%

MGR.AX

2.19%

MND.AX

-0.43%

MYS.AX

-0.87%

NAN.AX

-2.41%

NAB.AX

-0.71%

NGI.AX

6.42%

NWL.AX

-2.45%

NEU.AX

-1.27%

NHC.AX

0.09%

NMG.AX

-4.08%

NEM.AX

0.85%

NWS.AX

-0.99%

NXG.AX

-0.17%

NXT.AX

-0.71%

NHF.AX

-0.88%

NCK.AX

-0.83%

NIC.AX

-2.36%

NEC.AX

-0.8%

NST.AX

-1.21%

NWH.AX

-1.31%

NUF.AX

-0.61%

NXL.AX

0.84%

OCL.AX

1.14%

OML.AX

2.04%

OPH.AX

1.16%

OBM.AX

-3.07%

ORI.AX

-1.76%

ORG.AX

0.68%

ORA.AX

-0.55%

PDN.AX

-1.78%

PNR.AX

-1.4%

PPC.AX

-3.1%

PPM.AX

-2.9%

PRN.AX

-0.79%

PPT.AX

0.3%

PCI.AX

-0.46%

PRU.AX

-0.92%

PXA.AX

1.1%

PNI.AX

5.18%

PL8.AX

-0.72%

PLS.AX

-0.41%

PGF.AX

-0.34%

PNV.AX

-0.5%

PDI.AX

-1.12%

PMV.AX

-1.2%

PME.AX

-1.49%

PFP.AX

-1.6%

PWH.AX

-2.86%

PYC.AX

-2.49%

QAN.AX

-0.95%

QBE.AX

-0.13%

QAL.AX

5.04%

QRI.AX

0.32%

QUB.AX

-0.1%

RMS.AX

-0.74%

RHC.AX

-2.66%

REA.AX

0.37%

RDX.AX

-3.04%

REH.AX

-2.64%

RF1.AX

0.58%

RPL.AX

2.54%

RG1.AX

-1.53%

RGN.AX

0.22%

REG.AX

-4.94%

RRL.AX

-6.49%

RWC.AX

-2.15%

RMD.AX

2.35%

RSG.AX

2.73%

SGLLV.AX

1.1%

RIC.AX

-0.73%

RIO.AX

-0.25%

RXL.AX

-1.2%

RFF.AX

-0.49%

RYM.AX

1.39%

SFR.AX

-0.87%

SMI.AX

0.85%

STO.AX

0.44%

SCG.AX

1.2%

SEK.AX

-0.79%

SHV.AX

SRV.AX

-2.02%

SSM.AX

0.25%

SGH.AX

1.13%

SIG.AX

3.89%

SLX.AX

1.15%

SGM.AX

-4.97%

SDR.AX

-2.62%

SKS.AX

5.56%

SKC.AX

-0.95%

SIQ.AX

6.44%

SHL.AX

-3.81%

S32.AX

-0.12%

SX2.AX

-2.9%

SXE.AX

-4.34%

SPK.AX

0.74%

SRG.AX

-1.83%

SBM.AX

-0.41%

SMR.AX

0.66%

SDF.AX

0.72%

SGP.AX

3.23%

SNZ.AX

-0.76%

SUN.AX

0.88%

SRL.AX

1.77%

SUL.AX

-1.28%

SLC.AX

-0.72%

SNL.AX

-0.75%

SYL.AX

-3.35%

TAH.AX

-2.79%

TEA.AX

1.28%

TNE.AX

0.43%

TLX.AX

-1.6%

TLS.AX

0.93%

TPW.AX

-2.47%

A2M.AX

2.29%

TLC.AX

2.29%

SGR.AX

TVN.AX

3.23%

TWR.AX

0.6%

TPG.AX

0.12%

TCL.AX

0.88%

TWE.AX

-0.94%

TUA.AX

-0.08%

TCG.AX

-3.48%

UNI.AX

-2.55%

VAU.AX

2.67%

VNT.AX

5.83%

VCX.AX

0.79%

VGN.AX

VEA.AX

1.86%

VUL.AX

-3.3%

VSL.AX

-0.39%

WA1.AX

0.99%

WGN.AX

2.17%

WAM.AX

0.29%

WGB.AX

0.46%

WLE.AX

-0.38%

SOL.AX

-0.35%

WPR.AX

-0.2%

WQG.AX

-0.82%

WEB.AX

-0.37%

WBT.AX

-3.94%

WES.AX

-0.85%

WAF.AX

-0.84%

WGX.AX

-1.47%

WBC.AX

-1.87%

WHF.AX

-1.02%

WHC.AX

0.65%

WIA.AX

WC8.AX

-2.44%

WTN.AX

WTC.AX

4.83%

WDS.AX

1.65%

WOW.AX

1.09%

WOR.AX

-1.28%

XRO.AX

3.62%

YAL.AX

-1.74%

ZIM.AX

-2.16%

ZIP.AX

-1.63%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.07	-0.23	-0.16
SSO ASX Small Caps	15.77	-0.13	-0.82
IVV S&P 500	67.28	0.42	0.63
NDQ Nasdaq	57.27	0.47	0.83
F100 FTSE 100	14.69	-0.12	-0.81
ASIA Asia Tech	18.69	0.105	0.57
IEU Europe	97.63	-1.04	-1.05
IEM Emerging Markets	90.87	0.01	0.01
Gold Gold	58.30	-0.05	-0.09
ACDC Battery Tech	174.79	-0.01	-0.01

COMMODITIES	Close($)	-/+	%
Gold	4,543.71	23.3101	0.52
Silver	73.01	0.2993	0.41
Platinum	1,974.00	29.0825	1.5
Palladium	1,497.59	17.7145	1.2
Ice Brent Crude	114.06	5.89	5.45
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7146	-0.0021	-0.29
Euro	1.1685	-0.0005	-0.04
British Pound	1.3525	-0.0006	-0.04
Canadian Dollar	1.3619	-0.0005	-0.04
New Zealand Dollar	0.5873	0.0001	0.02
Chinese Yuan	6.8300	0.0027	0.04
Japanese Yen	157.2700	0.05	0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.55	-6.36%	61.64%	0.30 0.75
BGL	Bellevue Gold Ltd	1.55	-0.16%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.76	-0.35%	44.30%	35.52 59.39
FMG	Fortescue Ltd	20.03	0.5%	21.90%	14.31 23.38
NHC	New Hope Corporation Ltd	5.51	-0.09%	46.93%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.55	0.59%	68.32%	4.96 9.90
NEM	Newmont Cdi	152.51	0.87%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.18	-0.23%	0.00%	8.06 20.47
SFR	Sandfire Resources Ltd	16.62	-0.78%	64.70%	10.09 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CMM	Capricorn Metals	13.24	11.26
SIQ	Smartgroup Corpo	9.84	6.44
NGI	Navigator Global	2.63	6.42
VNT	Ventia Services	5.90	5.83
EUR	European Lithium	0.46	5.81
SKS	Sks Technologies	7.32	5.56
PNI	Pinnacle Investm	16.24	5.18
QAL	Qualitas	2.50	5.04
WTC	Wisetech Global	45.58	4.83
MMS	Mcmillan Shakesp	16.68	3.93

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CDA	Codan	39.95	-9.04
MFG	Magellan Financi	9.61	-7.06
A4N	Alpha Hpa	0.61	-6.54
RRL	Regis Resources	6.71	-6.49
CYL	Catalyst Metals	5.05	-6.48
GYG	Guzman Y Gomez	18.09	-5.98
IEL	Idp Education	2.94	-5.93
GLS	L1 Global Long	1.86	-5.58
SGM	Sims	20.07	-4.97
REG	Regis Healthcare	6.35	-4.94

OPINION

Latest Market Matters Opinions

05/05/2026 09:24

Bapcor Ltd (BAP) 55c

We last discussed Bapcor in December, following another downgrade, Here, at the time when the stock was trading at $1.85, we said: “It’s looking like a value trap rather than a value play until management can prove they’re capable of navigating the increasingly competitive environment.”

05/05/2026 09:23

ReadyTech Holdings Ltd (RDY) $1.32

ReadyTech is a software provider servicing education, workforce and government clients, underpinned by strong recurring revenue and low customer churn. The share price has suffered on a few fronts in recent times:

ACTION

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Market Matters Content

What Matters Today: A Fresh Takeover Wave Hits the ASX — Who’s Next?

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Ask James ASK A QUESTION

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Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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Latest View Points

OML

TYR

RDY

BAP

ALX

C79

EDV

NAB

SEMI

ANZ

RMD

IFRA

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: A Fresh Takeover Wave Hits the ASX — Who’s Next?

Morning report 05/05/2026

Afternoon Report

The Match Out: Cautious ASX slips ahead of tomorrow’s RBA call

Afternoon report 04/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

OML

TYR

RDY

BAP

ALX

C79

EDV

NAB

SEMI

ANZ

RMD

IFRA

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