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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

-6.91%

ABG.AX

-2.75%

AIS.AX

-3.57%

AGL.AX

1.26%

A1M.AX

-1.96%

AIZ.AX

AAI.AX

-4.1%

ALK.AX

-2.54%

A4N.AX

1.98%

ALQ.AX

-2.74%

AMC.AX

-1.12%

AOV.AX

1.2%

AMP.AX

ALD.AX

-0.35%

ANN.AX

0.71%

ANZ.AX

2.23%

APA.AX

-0.2%

ARU.AX

ARB.AX

-0.41%

ARF.AX

-1.29%

ARG.AX

-2.76%

ALL.AX

-0.14%

AYA.AX

2.56%

APZ.AX

-0.98%

ASX.AX

-3.68%

ALX.AX

-0.81%

AUB.AX

-0.86%

AIA.AX

0.56%

AXQ.AX

5.54%

AMI.AX

-1.3%

AZJ.AX

-0.72%

AUC.AX

-1.39%

ABB.AX

2.25%

ASB.AX

5.57%

AAC.AX

1.12%

AEF.AX

-1.54%

AFI.AX

-0.73%

AUI.AX

-0.17%

BOQ.AX

0.94%

BMN.AX

-4.96%

BCI.AX

-1.05%

BPT.AX

1.17%

BGA.AX

-0.82%

BGL.AX

-1.97%

BEN.AX

0.45%

BNZ.AX

-2.11%

BHP.AX

-3.31%

BKI.AX

-4.06%

BC8.AX

-2.74%

XYZ.AX

6.07%

BSL.AX

-0.5%

BMC.AX

BOE.AX

-3.33%

BXB.AX

-0.36%

BVS.AX

1.99%

BRG.AX

0.69%

BGP.AX

2.26%

BFL.AX

0.88%

BWP.AX

-0.52%

CMM.AX

-1.49%

CSC.AX

-2.65%

CAR.AX

5.47%

CYL.AX

-4.33%

CAT.AX

3.32%

CWP.AX

0.85%

CNI.AX

-5.06%

CIP.AX

-0.65%

COF.AX

-1.71%

CHN.AX

-1.48%

CGF.AX

0.71%

CIA.AX

-2%

CHC.AX

-0.43%

CLW.AX

-2.45%

CQR.AX

CQE.AX

-0.81%

CNU.AX

1.02%

C79.AX

-2.31%

CVL.AX

0.27%

CU6.AX

-6.07%

CWY.AX

-0.73%

CBO.AX

-0.86%

COH.AX

-0.25%

CDA.AX

1.42%

COL.AX

-0.55%

CKF.AX

0.25%

CBA.AX

-1.08%

CPU.AX

-0.74%

CEN.AX

-0.26%

CXO.AX

1.43%

CCP.AX

-0.08%

CMW.AX

CSL.AX

-0.74%

CCL.AX

2.64%

DBI.AX

0.75%

DTL.AX

0.2%

DYL.AX

-3.37%

DRR.AX

-2.31%

DVP.AX

-6.71%

DXS.AX

-1.34%

DXI.AX

0.85%

DDR.AX

0.7%

DGT.AX

2.18%

DJW.AX

0.34%

DMP.AX

-0.15%

DOW.AX

-0.92%

DPM.AX

-1.51%

DRO.AX

-2.49%

DUR.AX

-0.46%

DNL.AX

-3.64%

APE.AX

0.04%

EBO.AX

-2%

EIQ.AX

-0.31%

ELD.AX

-0.88%

EOS.AX

-0.47%

ELV.AX

1.21%

ELS.AX

0.77%

EHL.AX

EMR.AX

-2.91%

EDV.AX

0.56%

EQR.AX

3.33%

EUR.AX

EVN.AX

-3.44%

EVT.AX

-1.41%

FDC.AX

-0.27%

FCL.AX

4.65%

FFM.AX

-4.62%

FPH.AX

0.28%

FPR.AX

0.96%

FBU.AX

0.32%

FLT.AX

0.08%

FML.AX

-5%

FRS.AX

FMG.AX

-1.34%

FRW.AX

-0.42%

FGX.AX

-2.52%

FGG.AX

GLF.AX

-0.45%

GDG.AX

-1.3%

GNE.AX

1.85%

GMD.AX

-2.58%

GNP.AX

0.55%

GMG.AX

-1.26%

GPT.AX

-0.77%

GQG.AX

1.05%

GNG.AX

0.51%

GNC.AX

-0.55%

GGP.AX

-2.43%

G6M.AX

1.49%

GOZ.AX

-0.91%

GCI.AX

GYG.AX

0.94%

GWA.AX

-0.84%

HSN.AX

1.63%

HVN.AX

HGH.AX

HM1.AX

0.99%

HLI.AX

-1.04%

HMC.AX

-0.98%

HDN.AX

-4.15%

HUB.AX

-0.51%

IEL.AX

2.87%

IGO.AX

0.13%

ILU.AX

-1.66%

IMD.AX

-3.51%

IMR.AX

-0.49%

IFT.AX

0.72%

INA.AX

-0.92%

ING.AX

-0.45%

IAG.AX

4.23%

IDX.AX

0.45%

IPG.AX

13.1%

IPX.AX

-4.91%

IPH.AX

-0.96%

IRE.AX

-1.37%

JHX.AX

0.46%

JBH.AX

-0.86%

JDO.AX

0.54%

JMS.AX

1.89%

KAR.AX

1.45%

KLS.AX

0.85%

KCN.AX

-0.62%

KKC.AX

GLS.AX

0.99%

LGF.AX

-0.9%

L1G.AX

-3.91%

LSF.AX

0.65%

LRV.AX

-4.12%

LFS.AX

0.56%

LLC.AX

2.22%

LFG.AX

-4.6%

360.AX

0.34%

LIC.AX

2.2%

LNW.AX

3.9%

LIN.AX

0.6%

LTR.AX

3.66%

LOV.AX

0.61%

LYL.AX

0.42%

LYC.AX

-1.62%

MA1.AX

-0.25%

MAF.AX

-0.49%

MGH.AX

2.37%

MAH.AX

-2.51%

MQG.AX

0.7%

MAQ.AX

0.9%

MAD.AX

1.47%

MFG.AX

1.4%

MMS.AX

-0.15%

MPL.AX

0.39%

MP1.AX

-0.92%

MCY.AX

1.48%

MEZ.AX

0.66%

MSB.AX

-7.14%

MLX.AX

-0.55%

MTS.AX

-0.32%

MEI.AX

2.56%

MOT.AX

0.62%

MXT.AX

-0.52%

MFF.AX

-0.37%

MIN.AX

0.72%

MI6.AX

-5.13%

MIR.AX

0.39%

MGR.AX

MND.AX

1.2%

MYS.AX

0.41%

NAN.AX

NAB.AX

-0.1%

NGI.AX

-0.77%

NWL.AX

-0.42%

NEU.AX

-0.51%

NHC.AX

-0.37%

NMG.AX

-1.69%

NEM.AX

-2.4%

NWS.AX

-0.06%

NXG.AX

-2.88%

NXT.AX

1.36%

NHF.AX

-0.14%

NCK.AX

-1.5%

NIC.AX

-0.6%

NEC.AX

-0.51%

NST.AX

-2.26%

NWH.AX

1.77%

NUF.AX

-1.69%

NXL.AX

3.5%

OCL.AX

2.39%

OML.AX

0.3%

OPH.AX

-0.81%

OBM.AX

-2.96%

ORI.AX

-2.46%

ORG.AX

1.77%

ORA.AX

1.35%

PDN.AX

-4.52%

PNR.AX

-2.42%

PPC.AX

-0.28%

PPM.AX

0.83%

PRN.AX

-0.87%

PPT.AX

0.84%

PCI.AX

PRU.AX

-2.14%

PXA.AX

-0.25%

PNI.AX

-0.54%

PL8.AX

-1.72%

PLS.AX

0.21%

PGF.AX

0.9%

PNV.AX

2.12%

PDI.AX

-0.62%

PMV.AX

2.04%

PME.AX

-2.64%

PWH.AX

-0.39%

PYC.AX

-0.47%

QAN.AX

-0.7%

QBE.AX

-1.62%

QAL.AX

-0.89%

QRI.AX

RMS.AX

-1.92%

RHC.AX

-0.13%

REA.AX

-0.24%

RDX.AX

1.06%

REH.AX

0.58%

RF1.AX

-0.27%

RPL.AX

-1.05%

RG1.AX

1.52%

RGN.AX

-0.42%

REG.AX

0.82%

RRL.AX

-1.74%

RWC.AX

-0.54%

RMD.AX

0.72%

RSG.AX

-1.75%

SGLLV.AX

3.23%

RIC.AX

0.35%

RIO.AX

-3.14%

RXL.AX

-1.03%

RFF.AX

0.93%

RYM.AX

-1.44%

SFR.AX

-1.33%

SMI.AX

-2.8%

STO.AX

-0.62%

SCG.AX

-0.53%

SEK.AX

9.13%

SHV.AX

-0.7%

SRV.AX

-1.37%

SSM.AX

1.22%

SGH.AX

0.68%

SHA.AX

0.15%

SIG.AX

SLX.AX

-3.91%

SGM.AX

-0.04%

SDR.AX

-0.26%

SKS.AX

3.83%

SKC.AX

SIQ.AX

-3.02%

SHL.AX

-0.13%

S32.AX

-3.45%

SX2.AX

-1.54%

SXE.AX

4.4%

SPK.AX

1.26%

SRG.AX

3.41%

SBM.AX

-4.1%

SMR.AX

1.17%

SDF.AX

0.95%

SGP.AX

1.65%

SKG.AX

-8.3%

SNZ.AX

-1.77%

SUN.AX

-0.56%

SRL.AX

-5.62%

SUL.AX

1.22%

SLC.AX

0.96%

SNL.AX

0.12%

SYL.AX

1.11%

TAH.AX

1.1%

TEA.AX

3.61%

TNE.AX

3.2%

TLX.AX

-3.63%

TLS.AX

-1.24%

TPW.AX

-0.95%

A2M.AX

-2.6%

TLC.AX

-0.55%

SGR.AX

3.7%

TVN.AX

-12.07%

THL.AX

0.42%

TWR.AX

0.65%

TPG.AX

-0.56%

TCL.AX

-4.12%

TWE.AX

2.43%

TUA.AX

6.22%

TCG.AX

0.74%

USL.AX

-0.63%

UNI.AX

-0.67%

VAU.AX

-2.48%

VNT.AX

-1.68%

VCX.AX

VGN.AX

VGL.AX

2.29%

VEA.AX

1.1%

VUL.AX

-1.01%

VSL.AX

1.97%

VYS.AX

WA1.AX

-2.8%

WGN.AX

0.71%

WAM.AX

-0.33%

WGB.AX

-0.46%

WLE.AX

-1.11%

SOL.AX

-0.26%

WPR.AX

-0.8%

WQG.AX

WEB.AX

1.45%

WBT.AX

-5.13%

WES.AX

0.25%

WAF.AX

-2.59%

WGX.AX

-2.92%

WBC.AX

-0.92%

WHF.AX

-0.6%

WHC.AX

-0.52%

WIA.AX

-5.32%

WC8.AX

7.23%

WTC.AX

5.55%

WDS.AX

0.15%

WOW.AX

0.7%

WOR.AX

-0.92%

XRO.AX

5.54%

YAL.AX

0.52%

ZIM.AX

-1.72%

ZIP.AX

-1.44%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.94	-1.5	-0.98
SSO ASX Small Caps	14.99	-0.07	-0.46
IVV S&P 500	73.47	0.28	0.38
NDQ Nasdaq	61.85	0.48	0.78
F100 FTSE 100	15.41	-0.1	-0.64
ASIA Asia Tech	20.68	0.02	0.1
IEU Europe	100.28	-0.2	-0.2
IEM Emerging Markets	95.27	0.43	0.45
Gold Gold	56.00	-0.83	-1.46
ACDC Battery Tech	131.87	-0.66	-0.5

COMMODITIES	Close($)	-/+	%
Gold	4,380.66	30.4984	0.7
Silver	65.25	0.795	1.23
Platinum	1,738.84	21.3112	1.24
Palladium	1,316.97	10.1034	0.77
Ice Brent Crude	87.00	-1.98	-2.23
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7086	0.0032	0.45
Euro	1.1578	0.0051	0.44
British Pound	1.3544	0.0059	0.44
Canadian Dollar	1.3877	-0.0053	-0.38
New Zealand Dollar	0.5890	0.0039	0.67
Chinese Yuan	6.7414	-0.0014	-0.02
Japanese Yen	159.0000	-0.48	-0.3

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.75	-1.96%	142.86%	0.30 0.85
BGL	Bellevue Gold Limited	1.49	-1.97%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	61.35	-3.31%	52.05%	39.30 65.98
FMG	Fortescue Ltd	17.64	-1.34%	-10.29%	17.44 23.38
NHC	New Hope Corporation Ltd	5.35	-0.37%	16.49%	3.77 6.17
WHC	Whitehaven Coal Limited	7.69	-0.52%	7.66%	5.94 9.90
NEM	Newmont Cdi	161.41	-2.4%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.51	-2.88%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	20.84	-1.33%	80.20%	11.85 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
IPG	Ipd Group	5.70	13.1
SEK	Seek	15.18	9.13
WC8	Wildcat Resource	0.45	7.23
TUA	Tuas	2.22	6.22
XYZ	Block Cdi	117.75	6.07
ASB	Austal	4.36	5.57
WTC	Wisetech Global	43.38	5.55
AXQ	Aura Consolidate	3.24	5.54
XRO	Xero	81.48	5.54
CAR	Car Group	30.10	5.47

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TVN	Tivan	0.26	-12.07
SKG	Storage King Grp	1.16	-8.3
MSB	Mesoblast	2.21	-7.14
4DX	4dmedical	3.64	-6.91
DVP	Develop Global	4.73	-6.71
CU6	Clarity Pharmace	2.63	-6.07
SRL	Sunrise Energy	17.63	-5.62
WIA	Wia Gold	0.45	-5.32
WBT	Weebit Nano	4.44	-5.13
MI6	Minerals 260	0.74	-5.13

OPINION

Latest Market Matters Opinions

14/08/2026 17:13

Broker Moves

• Insurance Australia Raised to Buy at Citi; PT A$8.80 • Count Rated New Overweight at Barrenjoey; PT A$2 • ASX Cut to Neutral at Jarden Securities; PT A$58.20 • Treasury Wine Cut to Neutral at Jarden Securities; PT A$5.50 • ASX Cut to Neutral at JPMorgan; PT A$62 • ASX Cut to Underperform at Macquarie; PT A$52 • Amcor GDRs Cut to Neutral at Barrenjoey; PT A$64 • HomeCo Daily Cut to Neutral at JPMorgan; PT A$1.30 • HomeCo Daily Raised to Hold at Bell Potter; PT A$1.25 • HomeCo Daily Cut to Hold at Jefferies; PT A$1.30 • ASX Cut to Neutral at UBS; PT A$66.90 • EQ Resources Ltd Raised to Buy at Morgans Financial Limited

14/08/2026 17:13

Storage King Group (ASX: SKG) $1.16

SKG -8.3%: disappointed the market with their FY26 result today with a material reset to FY27 distributions as higher/restructured financing costs flow through earnings. FY27 distribution guidance of 4.5c per security was well below Citi’s 6.35c estimate, overshadowing an otherwise relatively resilient operating result.

ACTION

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Market Matters Content

ETF Friday: Are equities benefiting from the recent Federal Budget?

Morning report 14/08/2026

Afternoon Report

The Match Out: ASX ends the week lower as Materials weigh, tech rallies to 6-month high

Afternoon report 14/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

CSL Ltd (ASX: CSL) RR results announcement

Hi Team, What are MM's & other analysts' forecasts for CSL RR results to be announced? Thanks, Sidney

Ask James

Question asked 14/08/2026

More emphasis on the smaller end of the market/less on ETFs?

Hi MM, I am not sure how much my preferences mirror those of other subscribers or not, however I notice an increasing emphasis on ETFs in the commentary you provide. Personally, I barely invest in ETFs except for one specific thematic holding that I have had for some time; and do trade them on occasion, but even then, they make up a very small proportion of what I trade. Conversely, I invest and trade extensively in the smaller end of the market (including very small/speculative). While I appreciate that this service is not geared towards the really small, speculative end of the market, would MM consider a move towards increasing commentary/advice on the smaller end of the market, including at least some suggestions in the small cap or larger microcap area of the market? You do comment on some of these stocks in response to subscriber questions but typically not from a position of having followed them extensively. You are the across the overall preferences of your subscribers, whereas I am not, but I imagine at least some would hold similar views to me. Interested in your thoughts on the above. Thanks, Darren

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Latest View Points

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

TLS

AMC

CLW

TWE

ASX

Chart of the week

The Australian Dollar (A$)

Aus. Investment blog Subscribe to blog

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 05/08/2026

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 05/08/2026

Morning Report

ETF Friday: Are equities benefiting from the recent Federal Budget?

Morning report 14/08/2026

Afternoon Report

The Match Out: ASX ends the week lower as Materials weigh, tech rallies to 6-month high

Afternoon report 14/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

CSL Ltd (ASX: CSL) RR results announcement

Hi Team, What are MM's & other analysts' forecasts for CSL RR results to be announced? Thanks, Sidney

Ask James

Question asked 14/08/2026

More emphasis on the smaller end of the market/less on ETFs?

Latest View Points

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

TLS

AMC

CLW

TWE

ASX

Chart of the week

The Australian Dollar (A$)

Aus. Investment blog Subscribe to blog

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 05/08/2026

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 05/08/2026

Opinion + Action