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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.03%

4DX.AX

20.07%

ABG.AX

0.83%

ASK.AX

-0.48%

AX1.AX

2.19%

AIS.AX

-3.7%

AGL.AX

0.16%

AIZ.AX

AAI.AX

2.32%

ALK.AX

A4N.AX

2.16%

ALQ.AX

1.35%

AMC.AX

0.08%

AOV.AX

-0.23%

AMP.AX

2.75%

AEL.AX

2.59%

ALD.AX

-1.53%

ANN.AX

0.37%

ANZ.AX

0.79%

APA.AX

1.08%

ARU.AX

-1.06%

ARB.AX

1.58%

ARF.AX

0.28%

ARG.AX

0.55%

ALL.AX

-0.04%

AYA.AX

4.03%

APZ.AX

0.18%

ASX.AX

-0.21%

ALX.AX

AUB.AX

0.59%

AIA.AX

0.71%

AZJ.AX

-0.28%

AUC.AX

-2.55%

ABB.AX

0.1%

ASB.AX

1.92%

AAC.AX

-1.35%

ACL.AX

-4.27%

AEF.AX

0.19%

AFG.AX

-0.45%

AFI.AX

0.14%

AUI.AX

0.89%

ASG.AX

BOQ.AX

2.17%

BMN.AX

5.17%

BAP.AX

1.71%

BCI.AX

BPT.AX

0.22%

BLX.AX

BGA.AX

0.84%

BGL.AX

2.4%

BEN.AX

1.23%

BHP.AX

-0.13%

BKI.AX

0.89%

BC8.AX

-1.18%

XYZ.AX

0.48%

BSL.AX

-0.04%

BXB.AX

0.04%

BVS.AX

0.75%

BRE.AX

3.65%

BRG.AX

-0.41%

BGP.AX

BFL.AX

0.25%

BWP.AX

0.25%

CMM.AX

-2.54%

CSC.AX

0.92%

CAR.AX

0.63%

CIN.AX

CYL.AX

4.62%

CAT.AX

2.54%

CWP.AX

0.69%

CNI.AX

0.47%

CIP.AX

COF.AX

-0.43%

CHN.AX

0.77%

CGF.AX

1.56%

CIA.AX

-0.17%

CHC.AX

1.58%

CLW.AX

0.97%

CQR.AX

-0.12%

CQE.AX

-0.32%

CNU.AX

-0.19%

C79.AX

-0.41%

CVL.AX

CU6.AX

4.28%

CWY.AX

0.58%

CUV.AX

2.62%

CBO.AX

1.05%

COH.AX

-0.58%

CDA.AX

3.12%

COL.AX

-0.02%

CKF.AX

0.19%

CBA.AX

1.08%

CPU.AX

1.15%

CEN.AX

1.75%

CXO.AX

1.04%

CRN.AX

CCP.AX

-0.64%

CMW.AX

-1.04%

CSL.AX

0.91%

CCL.AX

-0.24%

DBI.AX

0.2%

DTL.AX

0.44%

DTR.AX

4.05%

DYL.AX

4.08%

DRR.AX

-0.6%

DVP.AX

2.39%

DXS.AX

0.77%

DXI.AX

-0.18%

DDR.AX

0.55%

DGT.AX

2.53%

DUI.AX

DJW.AX

0.65%

DMP.AX

0.04%

DOW.AX

0.38%

DPM.AX

1.87%

DRO.AX

6.43%

DNL.AX

0.79%

APE.AX

1.15%

EBO.AX

0.72%

ELD.AX

-1.15%

EOS.AX

7.02%

ELV.AX

2.6%

ELS.AX

4.59%

EHL.AX

0.39%

EMR.AX

0.48%

EDV.AX

0.82%

EOL.AX

1.3%

ERA.AX

EQT.AX

-0.08%

EVN.AX

-0.24%

EVT.AX

0.15%

FCL.AX

-2.96%

FFM.AX

-1.95%

FPH.AX

0.2%

FPR.AX

-1.34%

FBU.AX

-1.54%

FLT.AX

-0.4%

FML.AX

-1.21%

FMG.AX

-1.11%

FGX.AX

FGG.AX

-0.65%

GEM.AX

GLF.AX

1.9%

GDG.AX

2.74%

GNE.AX

GMD.AX

-1.53%

GTK.AX

2.18%

GNP.AX

1.97%

GMG.AX

1.01%

GPT.AX

0.54%

GQG.AX

1.01%

GNG.AX

1.72%

GNC.AX

-1.05%

GGP.AX

2.65%

GOZ.AX

0.4%

GCI.AX

0.49%

GYG.AX

0.55%

GWA.AX

0.82%

HSN.AX

0.93%

HVN.AX

-0.07%

HLS.AX

0.53%

HGH.AX

HM1.AX

0.32%

HLI.AX

2.04%

HMC.AX

-1.08%

HDN.AX

-0.18%

HUB.AX

0.59%

IEL.AX

2.99%

IGO.AX

0.99%

ILU.AX

-1.11%

IMD.AX

0.15%

IMM.AX

-2.53%

IFT.AX

1.33%

INA.AX

0.95%

ING.AX

0.21%

IFL.AX

IAG.AX

0.83%

IDX.AX

-1.04%

IPX.AX

2.2%

IPH.AX

-1.2%

IRE.AX

-0.23%

JHX.AX

2.37%

JBH.AX

0.53%

JDO.AX

2.35%

JIN.AX

-2.2%

JMS.AX

KAR.AX

0.33%

KLS.AX

0.47%

KCN.AX

-1.39%

KKC.AX

0.44%

L1G.AX

-0.94%

LSF.AX

1.32%

LRV.AX

-0.98%

LFS.AX

LLC.AX

0.2%

LFG.AX

360.AX

0.81%

LIC.AX

-0.55%

LNW.AX

1.3%

LIN.AX

-2.7%

LTR.AX

2.42%

LOV.AX

5.06%

LYL.AX

0.68%

LYC.AX

-0.32%

MA1.AX

0.25%

MAF.AX

0.97%

MGH.AX

7.13%

MAH.AX

MQG.AX

1.21%

MAQ.AX

0.42%

MAD.AX

1.79%

MFG.AX

-0.21%

MMS.AX

-0.12%

MPL.AX

MEK.AX

0.96%

MP1.AX

3.22%

MCY.AX

0.18%

MEZ.AX

-0.62%

MSB.AX

3.39%

MLX.AX

-0.49%

MTS.AX

0.46%

MOT.AX

-0.27%

MXT.AX

0.51%

MFF.AX

0.6%

MIN.AX

0.95%

MI6.AX

2.63%

MIR.AX

MGR.AX

-0.24%

MND.AX

0.3%

MYR.AX

0.55%

MYS.AX

1.51%

NAN.AX

-0.25%

NAB.AX

1.6%

NSR.AX

0.36%

NGI.AX

-0.85%

NWL.AX

-2.11%

NEU.AX

1.75%

NHC.AX

0.9%

NMG.AX

-3.13%

NEM.AX

0.64%

NWS.AX

0.85%

NXG.AX

4.16%

NXT.AX

0.74%

NHF.AX

0.22%

NCK.AX

1.75%

NIC.AX

NEC.AX

NST.AX

-2.17%

NWH.AX

0.5%

NUF.AX

0.23%

NXL.AX

1.81%

OCL.AX

1.24%

OCA.AX

OML.AX

0.75%

OPH.AX

0.81%

OBM.AX

ORI.AX

-0.69%

ORG.AX

1.13%

ORA.AX

-0.23%

PDN.AX

4.87%

PNR.AX

0.74%

PPC.AX

-0.38%

PPM.AX

-1.36%

PRN.AX

PPT.AX

0.63%

PCI.AX

-0.22%

PRU.AX

-1.08%

PXA.AX

0.86%

PNI.AX

1.54%

PL8.AX

1.04%

PLS.AX

0.51%

PGF.AX

0.35%

PNV.AX

1.05%

PDI.AX

-1.41%

PMV.AX

-1.11%

PME.AX

3.05%

PFP.AX

0.6%

PWH.AX

2.71%

PYC.AX

1.35%

QAN.AX

1.44%

QBE.AX

0.61%

QOR.AX

1.9%

QAL.AX

-1.06%

QRI.AX

-0.32%

QUB.AX

1.49%

RMS.AX

1.06%

RHC.AX

0.04%

REA.AX

0.27%

RDX.AX

1.44%

REH.AX

2.6%

RG1.AX

RF1.AX

0.29%

RPL.AX

1.17%

RGN.AX

0.61%

REG.AX

-0.28%

RRL.AX

-1.22%

RWC.AX

0.13%

RMD.AX

-1.42%

RSG.AX

-2.29%

SGLLV.AX

0.75%

RIC.AX

-0.19%

RIO.AX

0.11%

RUL.AX

RFF.AX

0.99%

RYM.AX

SFR.AX

0.82%

SMI.AX

1.22%

STO.AX

-1.07%

SCG.AX

0.48%

SEK.AX

0.24%

SHV.AX

-0.6%

SRV.AX

0.5%

SSM.AX

-2.69%

SGH.AX

0.74%

SHA.AX

0.17%

SIG.AX

2.76%

SLX.AX

2.86%

SGM.AX

0.7%

SDR.AX

2.61%

SKC.AX

1.68%

SPZ.AX

1.99%

SIQ.AX

0.79%

SHL.AX

-0.2%

S32.AX

-0.15%

SX2.AX

4.47%

SXE.AX

1.24%

SPK.AX

SRG.AX

-0.52%

SBM.AX

-0.97%

SMR.AX

1.27%

SDF.AX

0.49%

SGP.AX

0.68%

SNZ.AX

SUN.AX

0.68%

SRL.AX

1.81%

SUL.AX

0.63%

SLC.AX

-0.8%

SNL.AX

0.61%

SYL.AX

3.99%

TAH.AX

3.61%

TEA.AX

2.44%

TNE.AX

0.69%

TLX.AX

0.13%

TLS.AX

0.1%

TPW.AX

7.48%

A2M.AX

0.11%

TLC.AX

SGR.AX

3.85%

TVN.AX

TWR.AX

-2.54%

TPG.AX

0.67%

TCL.AX

0.1%

TWE.AX

-0.61%

TUA.AX

1.96%

TCG.AX

1.55%

TRA.AX

TYR.AX

1.01%

UNI.AX

1.18%

VAU.AX

VNT.AX

VCX.AX

0.2%

VGN.AX

2.78%

VGL.AX

VEA.AX

-0.72%

VUL.AX

VSL.AX

-1.03%

WA1.AX

0.34%

WGN.AX

0.55%

WAM.AX

0.57%

WGB.AX

0.4%

WLE.AX

-0.38%

SOL.AX

0.96%

WPR.AX

0.19%

WEB.AX

-0.8%

WBT.AX

8.01%

WES.AX

-0.27%

WAF.AX

-1.05%

WGX.AX

-0.16%

WBC.AX

1.44%

WHF.AX

0.38%

WHC.AX

0.25%

WIA.AX

-1.04%

WTN.AX

WTC.AX

2.28%

WDS.AX

-0.79%

WOW.AX

0.37%

WOR.AX

1.53%

XRO.AX

2.66%

YAL.AX

1.88%

ZIM.AX

1.73%

ZIP.AX

2.16%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.59	0.86	0.6
SSO ASX Small Caps	16.83	0	0
IVV S&P 500	68.30	0.25	0.37
NDQ Nasdaq	55.73	0.43	0.78
F100 FTSE 100	15.01	0.03	0.2
ASIA Asia Tech	13.97	0.16	1.16
IEU Europe	102.24	0.42	0.41
IEM Emerging Markets	81.96	0.42	0.52
Gold Gold	60.06	-0.11	-0.18
ACDC Battery Tech	136.78	1.81	1.34

COMMODITIES	Close($)	-/+	%
Gold	4,331.98	0.09	0
Silver	65.57	0.1446	0.22
Platinum	1,930.91	15.1139	0.79
Palladium	1,697.55	1.9153	0.11
Ice Brent Crude	59.71	0.03	0.05
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6613	0.0002	0.03
Euro	1.1721	0	0
British Pound	1.3379	0.0001	0.01
Canadian Dollar	1.3776	0.0003	0.02
New Zealand Dollar	0.5774	0	0
Chinese Yuan	7.0411	-0.0023	-0.03
Japanese Yen	155.6700	0.13	0.08

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.95	0.2%	44.35%	3.39 5.02
DDR	Dicker Data Ltd	10.11	0.7%	19.45%	7.58 10.94
GQG	Gqg Partners Inc	1.77	1.44%	0.00%	1.43 2.61
HUB	Hub24 Ltd	97.15	0.72%	35.41%	48.84 122.03
JHX	James Hardie Ind	30.70	2.5%	-43.38%	24.41 55.18
MGR	Mirvac Group	2.08	-0.24%	4.59%	1.81 2.46
NSR	National Storage Reit	2.79	0.36%	17.30%	2.05 2.81
PDN	Paladin Energy Ltd	8.78	5.47%	17.00%	3.93 9.95
WTC	Wisetech Global Ltd	69.65	2.37%	-44.19%	61.49 130.50
XRO	Xero Ltd	116.20	2.8%	-33.75%	108.20 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	3.47	20.07
WBT	Weebit Nano	4.45	8.01
TPW	Temple & Webster	13.50	7.48
MGH	Maas Group Holdi	4.81	7.13
EOS	Electro Optic Sy	7.78	7.02
DRO	Droneshield	2.65	6.43
BMN	Bannerman Energy	3.05	5.17
LOV	Lovisa Holdings	30.31	5.06
MAH	Macmahon Holding	0.63	5
PDN	Paladin Energy	8.73	4.87

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ACL	Australian Clini	2.69	-4.27
AIS	Aeris Resources	0.52	-3.7
NMG	New Murchison	0.05	-3.13
29M	29metals	0.48	-3.03
FCL	Fineos Corporati	2.62	-2.96
LIN	Lindian Resource	0.36	-2.7
SSM	Service Stream	2.17	-2.69
AUC	Ausgold	1.15	-2.55
TWR	Tower	1.73	-2.54
CMM	Capricorn Metals	13.80	-2.54

OPINION

Latest Market Matters Opinions

19/12/2025 09:33

VanEck Gold Miners ETF (GDX) $122.24

Precious metals have often dominated headlines through 2025, with both silver and gold regularly punching to new highs, with the GDX ETF surging almost +140%.

19/12/2025 09:23

Global X Battery Tech & Lithium ETF (ACDC) $134.97

The lithium sector has also roared higher as the underlying battery metal traded back towards $US1,150/MT after testing $US600 earlier in the year, sparking short-covering and aggressive upgrades. The combination of the increased rate of EV purchases and increasingly bullish estimates of surging demand for battery storage due to AI has propelled the ACDC ETF up +53% in 2025.

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Ask James ASK A QUESTION

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Question asked 12/12/2025

Light & Wonder

Happy subscriber here enjoying your daily commentary. Regarding the addition of Light & Wonder to the growth portfolio, we see from the MM website that total debt / total equity for the latest quarter is 684 and other sources give a similar figure. Apart from lending institutions, we prefer debt/equity to be not much over 50. Could you comment on the high figure and is there something I'm missing in the calculation for these depository receipts? Thanks... Mike

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Question asked 12/12/2025

JPMorgan Equity Premium Income ETF (JEPI)

Can I have your thoughts on JEPI as a stock for inclusion is an income focussed portfolio. Thanks

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