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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

2.38%

4DX.AX

1.21%

ABG.AX

0.43%

ASK.AX

AX1.AX

AIS.AX

2.42%

AGL.AX

AIZ.AX

-1%

AAI.AX

-1.76%

ALK.AX

2.88%

A4N.AX

0.56%

ALQ.AX

-0.33%

AMC.AX

0.16%

AOV.AX

-0.78%

AMP.AX

-0.29%

AEL.AX

4.58%

ALD.AX

ASL.AX

5.92%

ANN.AX

-2.52%

ANZ.AX

-0.63%

APA.AX

-0.22%

ARU.AX

2.63%

ARB.AX

-0.58%

ARF.AX

-0.84%

ARG.AX

-0.22%

ALL.AX

-0.43%

AYA.AX

-1.69%

APZ.AX

-1.41%

ASX.AX

0.22%

ALX.AX

-0.41%

AUB.AX

0.28%

AIA.AX

0.14%

AMI.AX

3.13%

AZJ.AX

0.14%

AUC.AX

3.64%

ABB.AX

-0.83%

ASB.AX

-1.66%

AAC.AX

-0.36%

ACL.AX

-0.37%

AEF.AX

0.19%

AFG.AX

1.24%

AFI.AX

0.42%

AUI.AX

0.09%

ASG.AX

0.9%

BOQ.AX

0.15%

BMN.AX

0.25%

BAP.AX

0.46%

BCI.AX

2.22%

BPT.AX

-1.67%

BLX.AX

BGA.AX

0.33%

BGL.AX

4.71%

BEN.AX

-0.18%

BHP.AX

0.5%

BKI.AX

-0.29%

BC8.AX

3.38%

XYZ.AX

0.88%

BSL.AX

-0.16%

BMC.AX

0.64%

BOE.AX

0.28%

BXB.AX

0.04%

BVS.AX

BRE.AX

0.85%

BRG.AX

-0.06%

BGP.AX

BFL.AX

BWP.AX

-0.78%

CMM.AX

3.9%

CSC.AX

-4.14%

CAR.AX

0.03%

CIN.AX

-0.08%

CYL.AX

1.43%

CAT.AX

0.83%

CWP.AX

CNI.AX

0.64%

CIP.AX

-0.15%

COF.AX

CHN.AX

3.2%

CGF.AX

-0.43%

CIA.AX

-0.63%

CHC.AX

-0.59%

CLW.AX

CQR.AX

-0.49%

CQE.AX

CNU.AX

-0.25%

C79.AX

1.01%

CVL.AX

0.6%

CU6.AX

-1.52%

CWY.AX

-0.2%

CUV.AX

1.74%

CBO.AX

1.56%

COH.AX

-0.46%

CDA.AX

-0.64%

COL.AX

0.05%

CKF.AX

-0.18%

CBA.AX

-0.99%

CPU.AX

-0.17%

CEN.AX

0.13%

CXO.AX

2.54%

CRN.AX

3.45%

CCP.AX

-0.07%

CMW.AX

CSL.AX

0.85%

CCL.AX

2.05%

DBI.AX

0.42%

DTL.AX

-0.93%

DYL.AX

0.65%

DRR.AX

-0.66%

DVP.AX

0.28%

DXS.AX

-0.43%

DXI.AX

0.77%

DDR.AX

-1.32%

DGT.AX

1.52%

DUI.AX

DJW.AX

0.32%

DMP.AX

0.33%

DOW.AX

-1.86%

DPM.AX

1.3%

DRO.AX

-1.9%

DUR.AX

0.89%

DNL.AX

APE.AX

EBO.AX

1.06%

ELD.AX

-0.68%

EOS.AX

-2.31%

ELV.AX

1.97%

ELS.AX

4.02%

EHL.AX

-4.74%

EMR.AX

3.51%

EDV.AX

-0.52%

EOL.AX

1.46%

ERA.AX

EQR.AX

10.34%

EQT.AX

EUR.AX

8.93%

EVN.AX

5.46%

EVT.AX

-0.31%

FCL.AX

-0.78%

FFM.AX

3.85%

FPH.AX

-0.03%

FPR.AX

0.72%

FBU.AX

0.9%

FLT.AX

0.45%

FML.AX

6.78%

FMG.AX

-0.61%

FRW.AX

1.55%

FGX.AX

FGG.AX

GEM.AX

0.71%

GLN.AX

2.27%

GLF.AX

GDG.AX

-0.53%

GNE.AX

GMD.AX

4.56%

GTK.AX

19.88%

GNP.AX

1.72%

GMG.AX

-1.95%

GPT.AX

-2.19%

GQG.AX

0.32%

GNG.AX

-0.47%

GNC.AX

0.55%

GGP.AX

6.64%

GOZ.AX

0.41%

GCI.AX

0.48%

GYG.AX

-0.13%

GWA.AX

-0.74%

HSN.AX

0.39%

HVN.AX

-0.9%

HLS.AX

-0.53%

HGH.AX

HM1.AX

1.27%

HLI.AX

0.68%

HMC.AX

0.96%

HDN.AX

-1.49%

HUB.AX

0.53%

IEL.AX

0.32%

IGO.AX

-0.65%

ILU.AX

4.27%

IMD.AX

-1.28%

IMM.AX

1.2%

IMR.AX

-0.99%

IFT.AX

-0.84%

INA.AX

-0.8%

ING.AX

0.39%

IFL.AX

IAG.AX

-0.41%

IDX.AX

1.89%

INR.AX

1.09%

IPX.AX

5.13%

IPH.AX

0.4%

IRE.AX

-0.71%

JHX.AX

1.86%

JBH.AX

-1.64%

JDO.AX

-0.79%

JIN.AX

0.55%

JMS.AX

KAR.AX

-0.46%

KLS.AX

KCN.AX

2.41%

KKC.AX

GLS.AX

L1G.AX

1.8%

LSF.AX

0.94%

LRV.AX

5.1%

LFS.AX

LLC.AX

-0.59%

LFG.AX

360.AX

25.67%

LIC.AX

LNW.AX

-2.33%

LIN.AX

6.19%

LTR.AX

3.21%

LOTDB.AX

-0.35%

LOV.AX

-0.16%

LYL.AX

-0.07%

LYC.AX

5.37%

MA1.AX

MAF.AX

0.45%

MGH.AX

0.18%

MAH.AX

0.72%

MQG.AX

0.31%

MAQ.AX

-0.61%

MAD.AX

0.17%

MFG.AX

-0.77%

MMS.AX

1.88%

MPL.AX

-0.65%

MEK.AX

3.57%

MP1.AX

-0.89%

MCY.AX

MEZ.AX

1.03%

MSB.AX

-0.37%

MTM.AX

6.36%

MLX.AX

-2.08%

MTS.AX

-0.15%

MEI.AX

6.52%

MOT.AX

0.26%

MXT.AX

0.25%

MFF.AX

MGX.AX

2.22%

MIN.AX

0.26%

MI6.AX

2.27%

MIR.AX

MGR.AX

-0.25%

MND.AX

0.13%

MYR.AX

1.04%

MYS.AX

NAN.AX

NAB.AX

-0.59%

NSR.AX

NGI.AX

0.95%

NWL.AX

5.47%

NEU.AX

-0.28%

NHC.AX

-1.29%

NMG.AX

4.35%

NEM.AX

3.63%

NWS.AX

1.48%

NXG.AX

-0.55%

NXT.AX

0.69%

NHF.AX

-0.3%

NCK.AX

-0.92%

NIC.AX

1.37%

NEC.AX

-1.33%

NST.AX

3.04%

NVA.AX

7.95%

NWH.AX

-0.19%

NUF.AX

0.63%

NXL.AX

1.07%

OCL.AX

-1.33%

OCA.AX

OML.AX

-0.38%

OPH.AX

0.31%

OBM.AX

3.9%

ORI.AX

-0.58%

ORG.AX

0.17%

ORA.AX

-1.42%

PDN.AX

-2.84%

PNR.AX

5.05%

PPC.AX

1.9%

PPM.AX

0.5%

PRN.AX

PPT.AX

PCI.AX

PRU.AX

5.61%

PXA.AX

0.43%

PNI.AX

-0.73%

PL8.AX

0.66%

PLS.AX

0.2%

PGF.AX

0.33%

PNV.AX

0.45%

PDI.AX

3.05%

PMV.AX

-0.36%

PME.AX

0.82%

PFP.AX

PWH.AX

0.9%

PYC.AX

-2.7%

QAN.AX

-0.1%

QBE.AX

-0.6%

QAL.AX

QRI.AX

QUB.AX

-0.62%

RAC.AX

2.2%

RMS.AX

5.24%

RHC.AX

-0.24%

REA.AX

0.37%

RDX.AX

REH.AX

-1.36%

RG1.AX

0.4%

RF1.AX

-0.27%

RPL.AX

0.29%

RGN.AX

-0.84%

REG.AX

RRL.AX

5.21%

RWC.AX

-0.27%

RMD.AX

-3.75%

RSG.AX

3.1%

SGLLV.AX

RIC.AX

RIO.AX

-0.54%

RXR.AX

0.31%

RXL.AX

3.64%

RUL.AX

RFF.AX

RYM.AX

1.8%

SFR.AX

-0.29%

SMI.AX

2.59%

STO.AX

-0.16%

SCG.AX

-0.48%

SEK.AX

-0.04%

SHV.AX

0.3%

SRV.AX

3.21%

SSM.AX

SGH.AX

-0.55%

SHA.AX

1.66%

SIG.AX

-0.66%

SLX.AX

-0.15%

SGM.AX

-0.59%

SDR.AX

SKC.AX

SPZ.AX

SIQ.AX

-0.17%

SHL.AX

-1.36%

S32.AX

1.14%

SX2.AX

4.17%

SXE.AX

SPK.AX

0.13%

SRG.AX

SBM.AX

3.52%

SMR.AX

0.33%

SDF.AX

-0.28%

SGP.AX

0.37%

SNZ.AX

SUN.AX

-0.95%

SRL.AX

-2.94%

SUL.AX

SLC.AX

SNL.AX

0.09%

SYL.AX

0.58%

TAH.AX

-2.13%

TEA.AX

1.18%

TNE.AX

TLX.AX

1.65%

TLS.AX

TPW.AX

2.52%

A2M.AX

TLC.AX

0.2%

SGR.AX

-2.78%

TVN.AX

1.56%

THL.AX

1.79%

TWR.AX

TPG.AX

-0.76%

TCL.AX

-0.22%

TWE.AX

0.54%

TUA.AX

0.07%

TCG.AX

2.67%

TRA.AX

TYR.AX

USL.AX

4.48%

UNI.AX

0.83%

VAU.AX

3.53%

VNT.AX

-1.01%

VCX.AX

-0.4%

VGN.AX

0.15%

VEA.AX

-1.18%

VUL.AX

2.43%

VSL.AX

WA1.AX

0.7%

WGN.AX

0.28%

WAM.AX

WGB.AX

WLE.AX

0.74%

SOL.AX

-0.42%

WPR.AX

-0.8%

WEB.AX

-0.21%

WBT.AX

-1.17%

WES.AX

-0.51%

WAF.AX

2.16%

WGX.AX

3.78%

WBC.AX

-0.51%

WHF.AX

0.56%

WHC.AX

-0.99%

WIA.AX

WC8.AX

1.11%

WTN.AX

WTC.AX

-0.13%

WDS.AX

-0.79%

WOW.AX

0.02%

WOR.AX

-0.31%

XRO.AX

1.32%

YAL.AX

0.86%

ZIM.AX

4.37%

ZIP.AX

1.56%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.17	0.11	0.07
SSO ASX Small Caps	18.01	0	0
IVV S&P 500	67.17	-0.28	-0.42
NDQ Nasdaq	54.84	-0.23	-0.42
F100 FTSE 100	14.97	-0.1	-0.66
ASIA Asia Tech	15.60	0.05	0.32
IEU Europe	102.35	0.03	0.03
IEM Emerging Markets	86.86	0.38	0.44
Gold Gold	66.25	1.68	2.6
ACDC Battery Tech	154.47	1.58	1.03

COMMODITIES	Close($)	-/+	%
Gold	4,940.95	4.66	0.09
Silver	96.51	0.3356	0.35
Platinum	2,648.21	18.7614	0.71
Palladium	1,919.75	-0.3119	-0.02
Ice Brent Crude	64.40	-0.84	-1.29
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6837	-0.0003	-0.04
Euro	1.1756	0.0002	0.02
British Pound	1.3501	0.0004	0.03
Canadian Dollar	1.3782	-0.0003	-0.02
New Zealand Dollar	0.5911	-0.0016	-0.27
Chinese Yuan	6.9726	0.0089	0.13
Japanese Yen	158.3900	-0.01	-0.01

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	4.82	0.42%	33.98%	3.50 5.02
DDR	Dicker Data Ltd	10.14	-0.98%	19.79%	7.58 10.94
GQG	Gqg Partners Inc	1.59	0.32%	-21.92%	1.43 2.61
HUB	Hub24 Ltd	101.51	0.49%	34.34%	48.84 122.03
JHX	James Hardie Ind	36.12	1.98%	-36.62%	24.41 55.18
MGR	Mirvac Group	2.01	-0.25%	1.52%	1.88 2.46
NSR	National Storage Reit	2.75	0%	18.53%	2.05 2.85
PDN	Paladin Energy Ltd	12.91	-3.37%	45.38%	3.93 13.36
WTC	Wisetech Global Ltd	61.46	-0.42%	-49.60%	61.31 130.50
XRO	Xero Ltd	99.66	1.94%	-40.42%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
360	Life360 Inc.	33.34	25.67
GTK	Gentrack Group	8.26	19.88
EQR	Eq Resources	0.16	10.34
EUR	European Lithium	0.31	8.93
NVA	Nova Mineral	1.29	7.95
FML	Focus Minerals L	3.94	6.78
GGP	Greatland Resour	13.81	6.64
MEI	Meteoric Resourc	0.25	6.52
MTM	Metallium	0.92	6.36
LIN	Lindian Resource	0.52	6.19

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
EHL	Emeco Holdings	1.31	-4.74
CSC	Capstone Cdi	14.83	-4.14
RMD	Resmed Inc	37.00	-3.75
SRL	Sunrise Energy	9.89	-2.94
PDN	Paladin Energy	12.98	-2.84
SGR	The Star Enterta	0.18	-2.78
PYC	Pyc Therapeutics	1.62	-2.7
ANN	Ansell	33.24	-2.52
LNW	Light & Wo Cdi 1	164.55	-2.33
EOS	Electro Optic Sy	10.55	-2.31

OPINION

Latest Market Matters Opinions

23/01/2026 10:15

Yield focused ETFs

Index ETFs automatically follow an index, buying and selling shares based on size alone. They are not actively managed, don’t consider valuation or dividend quality, and can’t manage concentration risk.

23/01/2026 10:15

Vanguard Australian Shares High Yield ETF (VHY) $78.37

The ASX provides yield in abundance compared to its global peers, plus it has the added attraction of franking credits for many local investors. In a market where valuations in certain sectors are stretched, and leadership is unusually narrow, dividend-growth ETFs offer something different—companies with durable earnings, reliable cash flows, and long histories of rewarding shareholders.

ACTION

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ETF Friday: Is there better value in LIC’s vs ETF’s?

Morning report 23/01/2026

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Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

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Latest View Points

SFR

CCJ US

NXG

PDN

URNM

EVN

ARB

PSHZF US

CLW

AMC

SEK

TNE

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Paladin (PDN) surges over 13% following a strong quarter

Paladin Energy shares are surging over 13% to the highest since October 2024 after an impressive 2Q.

ASX:PDN 20/01/2026

Xero (XRO) leads growth names higher, is the worm turning?

Xero (XRO) advances over 3% on a weak day for the ASX

ASX:XRO 20/01/2026

Morning Report

ETF Friday: Is there better value in LIC’s vs ETF’s?

Morning report 23/01/2026

Afternoon Report

The Match Out: ASX rallies despite hotter employment data

Afternoon report 22/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

Ask James

Question asked 20/12/2025

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months? Kevin W

Latest View Points

SFR

CCJ US

NXG

PDN

URNM

EVN

ARB