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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

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AMC.AX

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BOQ.AX

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BOE.AX

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BRE.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.24	0	0
SSO ASX Small Caps	13.96	0	0
IVV S&P 500	70.60	0	0
NDQ Nasdaq	59.12	0	0
F100 FTSE 100	15.05	0	0
ASIA Asia Tech	19.60	0	0
IEU Europe	96.72	0	0
IEM Emerging Markets	91.70	0	0
Gold Gold	52.78	0	0
ACDC Battery Tech	123.71	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,052.56	5.4094	0.13
Silver	58.17	0.49	0.85
Platinum	1,588.54	-11.71	-0.73
Palladium	1,243.37	-13.5301	-1.08
Ice Brent Crude	98.70	-1.99	-1.98
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6997	0.0018	0.26
Euro	1.1367	0	0
British Pound	1.3325	0.0006	0.05
Canadian Dollar	1.4079	-0.0013	-0.09
New Zealand Dollar	0.5801	0.0014	0.24
Chinese Yuan	6.7719	0.0018	0.03
Japanese Yen	163.6600	-0.18	-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	0.68	0%	102.99%	0.30 0.85
BGL	Bellevue Gold Ltd	1.27	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.85	0%	41.47%	39.18 65.98
FMG	Fortescue Ltd	18.57	0%	-2.26%	17.68 23.38
NHC	New Hope Corporation Ltd	5.59	0%	28.21%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.75	0%	10.24%	5.94 9.90
NEM	Newmont Cdi	134.76	0%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.16	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.52	0%	64.77%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.11
ABG	Abacus Group Unt	0.93
AIS	Aeris Resources	0.38
AGL	Agl Energy	8.32
A1M	Aic Mines	0.68
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	64.24
ALK	Alkane Resources	1.33
A4N	Alpha Hpa	0.53
ALQ	Als	20.46

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.52
ZIM	Zimplats Holding	13.27
YAL	Yancoal Australi	6.05
XRO	Xero	61.58
WOR	Worley	10.64
WOW	Woolworths Group	39.18
WDS	Woodside Energy	32.37
WTC	Wisetech Global	30.02
WIA	Wia Gold	0.42
WHC	Whitehaven Coal	7.75

OPINION

Latest Market Matters Opinions

25/07/2026 08:44

First Up

The ASX 200 finished a choppy week down just -0.3%, with the US-Iran conflict and a strong employment report pushing up bond yields, weighing on local risk assets. A Wall Street-led technology sell-off, driven by renewed concerns over the returns on AI capital expenditure, spilled over to the ASX, sending the local technology sector down 6.6% for the week. Healthcare also came under pressure, falling 5.7%, while strength in energy (+5.9%) and materials (+1.7%) helped limit the broader market's losses.

24/07/2026 17:04

Broker Moves

• James Hardie GDRs Raised to Hold at Morgans Financial Limited • Lynas Raised to Lighten at Ord Minnett; PT A$15 • Paladin Energy Cut to Lighten at Ord Minnett; PT A$8.50 • Karoon Energy Raised to Outperform at RBC; PT A$2 • James Hardie GDRs Cut to Neutral at Jarden Securities • James Hardie GDRs Raised to Overweight at Barrenjoey; PT A$42 • Insurance Australia Cut to Neutral at JPMorgan; PT A$8.45 • Sandfire Cut to Neutral at JPMorgan; PT A$19 • PolyNovo Cut to Hold at Bell Potter; PT A$1

ACTION

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Market Matters Content

ETF Friday: 3 Global ETFs that provide insight into investor positioning

Morning report 24/07/2026

Afternoon Report

The Match Out: Inflation concerns hit the ASX, Tech the major casualty

Afternoon report 24/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

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Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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