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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

10.34%

4DX.AX

-3.83%

ABG.AX

1.07%

ASK.AX

2.13%

AX1.AX

-0.26%

AIS.AX

1.21%

AGL.AX

1.36%

A1M.AX

4.1%

AIZ.AX

AAI.AX

-8.77%

ALK.AX

3.11%

A4N.AX

-1.38%

ALQ.AX

0.89%

AMC.AX

3.12%

AOV.AX

-0.91%

AMP.AX

1.73%

AEL.AX

3.42%

ALD.AX

0.17%

ASL.AX

-2.68%

ANN.AX

0.37%

ANZ.AX

1.05%

APA.AX

0.17%

ARU.AX

-4.31%

ARB.AX

-2.17%

ARF.AX

2.12%

ARG.AX

-0.22%

ALL.AX

-1.18%

AYA.AX

-2.01%

APZ.AX

0.54%

ASX.AX

-0.22%

ALX.AX

0.93%

AUB.AX

AIA.AX

-0.42%

AMI.AX

2.94%

AZJ.AX

1.41%

AUC.AX

-4.37%

ABB.AX

-1.49%

ASB.AX

-1.31%

AAC.AX

1.1%

ACL.AX

2.83%

AEF.AX

AFG.AX

2.66%

AFI.AX

-0.28%

AUI.AX

0.44%

ASG.AX

-2.06%

BOQ.AX

1.77%

BMN.AX

-2.39%

BAP.AX

-4.37%

BCI.AX

0.56%

BPT.AX

2.53%

BLX.AX

1.12%

BGA.AX

-1.32%

BGL.AX

-0.14%

BEN.AX

0.9%

BHP.AX

2.95%

BKI.AX

0.29%

BC8.AX

-1.76%

XYZ.AX

0.58%

BSL.AX

2.23%

BMC.AX

4.39%

BOE.AX

-2.94%

BXB.AX

-0.67%

BVS.AX

1.04%

BRE.AX

-0.24%

BRG.AX

0.94%

BFL.AX

-1.59%

BWP.AX

0.27%

CMM.AX

1.76%

CSC.AX

7.69%

CAR.AX

0.64%

CIN.AX

-2.11%

CYL.AX

1.69%

CAT.AX

1.81%

CWP.AX

2.12%

CNI.AX

1.76%

CIP.AX

0.15%

COF.AX

-0.23%

CHN.AX

-0.2%

CGF.AX

0.71%

CIA.AX

1.86%

CHC.AX

0.99%

CLW.AX

1.01%

CQR.AX

-0.63%

CQE.AX

-0.67%

CNU.AX

1.54%

C79.AX

0.75%

CVL.AX

-2.98%

CU6.AX

-3.47%

CWY.AX

1.41%

CUV.AX

-2.13%

CBO.AX

0.26%

COH.AX

0.82%

CDA.AX

0.48%

COL.AX

1.24%

CKF.AX

0.46%

CBA.AX

0.64%

CPU.AX

2.45%

CEN.AX

1.13%

CXO.AX

-3.45%

CRN.AX

-6.63%

CCP.AX

-0.56%

CMW.AX

-1.16%

CSL.AX

1.71%

CCL.AX

-0.45%

DBI.AX

-0.21%

DTL.AX

DTR.AX

4.76%

DYL.AX

0.64%

DRR.AX

0.55%

DVP.AX

4.48%

DXS.AX

-0.07%

DXI.AX

-0.19%

DDR.AX

-0.34%

DGT.AX

-2.02%

DUI.AX

1.14%

DJW.AX

0.32%

DMP.AX

-1.64%

DOW.AX

0.84%

DPM.AX

1.64%

DRO.AX

-5.93%

DUR.AX

-0.91%

DNL.AX

0.71%

APE.AX

0.46%

EBO.AX

0.53%

ELD.AX

0.55%

EOS.AX

0.77%

ELV.AX

-3.81%

ELS.AX

2.89%

EHL.AX

-0.74%

EMR.AX

2.66%

EDV.AX

0.26%

EOL.AX

2.27%

ERA.AX

EQR.AX

16.13%

EQT.AX

0.81%

EVN.AX

-1.04%

EVT.AX

1.11%

FCL.AX

1.92%

FFM.AX

4.33%

FPH.AX

-0.75%

FPR.AX

-1.56%

FBU.AX

-0.6%

FLT.AX

-0.45%

FML.AX

-2.9%

FMG.AX

1.35%

FRW.AX

0.16%

FGX.AX

FGG.AX

-0.65%

GEM.AX

-0.74%

GLN.AX

GLF.AX

-0.58%

GDG.AX

2.81%

GNE.AX

GMD.AX

0.45%

GTK.AX

-4.6%

GNP.AX

1.03%

GMG.AX

0.87%

GPT.AX

-0.76%

GQG.AX

1.59%

GNG.AX

0.94%

GNC.AX

0.69%

GGP.AX

0.07%

GOZ.AX

-0.21%

GCI.AX

GYG.AX

2.96%

GWA.AX

0.19%

HSN.AX

1.52%

HVN.AX

0.68%

HLS.AX

-3.16%

HGH.AX

-2.74%

HM1.AX

-1.86%

HLI.AX

-0.08%

HMC.AX

-6.94%

HDN.AX

-2.26%

HUB.AX

2.09%

IEL.AX

-1.95%

IGO.AX

1.02%

ILU.AX

-4.02%

IMD.AX

1.99%

IMM.AX

-5.43%

IMR.AX

-1.5%

IFT.AX

2.41%

INA.AX

-1.11%

ING.AX

0.6%

IFL.AX

0.11%

IAG.AX

0.68%

IDX.AX

-2.24%

INR.AX

-5.43%

IPX.AX

-5.02%

IPH.AX

0.27%

IRE.AX

1.83%

JHX.AX

-2.98%

JBH.AX

1.29%

JDO.AX

0.13%

JIN.AX

1.75%

JMS.AX

-1.75%

KAR.AX

0.92%

KLS.AX

-2.04%

KCN.AX

-0.59%

KKC.AX

0.43%

GLS.AX

0.54%

L1G.AX

-0.42%

LSF.AX

-1.59%

LRV.AX

-5.06%

LFS.AX

LLC.AX

-0.89%

LFG.AX

2.04%

360.AX

-7.87%

LIC.AX

-2.83%

LNW.AX

-1.83%

LIN.AX

-3.57%

LTR.AX

-0.91%

LOTDB.AX

-7.25%

LOV.AX

0.19%

LYL.AX

-0.33%

LYC.AX

-4.06%

MA1.AX

-0.25%

MAF.AX

-3.49%

MGH.AX

-0.36%

MAH.AX

0.72%

MQG.AX

2.16%

MAQ.AX

0.81%

MAD.AX

-2.37%

MFG.AX

0.44%

MMS.AX

MPL.AX

0.55%

MEK.AX

-2.63%

MP1.AX

2.42%

MCY.AX

-0.55%

MEZ.AX

-1.02%

MSB.AX

-1.12%

MTM.AX

10.16%

MLX.AX

-2.6%

MTS.AX

0.9%

MEI.AX

MOT.AX

MXT.AX

0.75%

MFF.AX

-0.82%

MGX.AX

1.56%

MIN.AX

2.46%

MI6.AX

1.08%

MIR.AX

-0.65%

MGR.AX

MND.AX

2.79%

MYR.AX

-0.52%

MYS.AX

0.33%

NAN.AX

-0.13%

NAB.AX

1.38%

NSR.AX

-0.18%

NGI.AX

-1.24%

NWL.AX

1.26%

NEU.AX

-2.15%

NHC.AX

-0.88%

NMG.AX

1.37%

NEM.AX

1.2%

NWS.AX

-1.69%

NXG.AX

-3.74%

NXT.AX

2.33%

NHF.AX

1.28%

NCK.AX

0.59%

NIC.AX

0.8%

NEC.AX

1.38%

NST.AX

0.72%

NVA.AX

-8.56%

NWH.AX

-2.04%

NUF.AX

0.83%

NXL.AX

3.81%

OCL.AX

-0.37%

OML.AX

-2.81%

OPH.AX

OBM.AX

0.32%

ORI.AX

0.97%

ORG.AX

1.28%

ORA.AX

PDN.AX

-0.45%

PNR.AX

3.15%

PPC.AX

-3.27%

PPM.AX

-0.99%

PRN.AX

2.77%

PPT.AX

2.68%

PCI.AX

0.68%

PRU.AX

0.08%

PXA.AX

-0.35%

PNI.AX

0.8%

PL8.AX

0.66%

PLS.AX

-1.08%

PGF.AX

-0.81%

PNV.AX

-0.23%

PDI.AX

1.78%

PMV.AX

-0.79%

PME.AX

4.07%

PFP.AX

PWH.AX

-1.2%

PYC.AX

-1.78%

QAN.AX

-0.82%

QBE.AX

1.56%

QAL.AX

-0.85%

QRI.AX

QUB.AX

0.73%

RMS.AX

0.3%

RHC.AX

-1.83%

REA.AX

4.03%

RDX.AX

0.8%

REH.AX

1.53%

RG1.AX

RF1.AX

0.83%

RPL.AX

-2.06%

RGN.AX

0.21%

REG.AX

-0.07%

RRL.AX

0.6%

RWC.AX

1.45%

RMD.AX

0.61%

RSG.AX

5.15%

SGLLV.AX

-0.25%

RIC.AX

1.6%

RIO.AX

2.2%

RXR.AX

0.15%

RXL.AX

-2.48%

RUL.AX

0.1%

RFF.AX

-0.25%

RYM.AX

-2.35%

SFR.AX

2.41%

SMI.AX

-8.12%

STO.AX

2.94%

SCG.AX

-0.36%

SEK.AX

-0.7%

SHV.AX

-1.2%

SRV.AX

-0.37%

SSM.AX

-0.44%

SGH.AX

1.15%

SHA.AX

-1.92%

SIG.AX

1.14%

SLX.AX

0.56%

SVL.AX

6.25%

SGM.AX

2.14%

SDR.AX

-0.91%

SKC.AX

2.16%

SPZ.AX

-1.57%

SIQ.AX

SHL.AX

-1.93%

S32.AX

2.39%

SX2.AX

-0.62%

SXE.AX

2.05%

SPK.AX

0.91%

SRG.AX

SBM.AX

-3.9%

SMR.AX

-0.98%

SDF.AX

0.28%

SGP.AX

SNZ.AX

SUN.AX

1.03%

SRL.AX

SUL.AX

0.34%

SLC.AX

0.83%

SNL.AX

9.58%

SYL.AX

-2.03%

TAH.AX

-2.91%

TEA.AX

-2.5%

TNE.AX

0.59%

TLX.AX

4.79%

TLS.AX

1.59%

TPW.AX

0.15%

A2M.AX

4.52%

TLC.AX

3.37%

SGR.AX

-1.43%

TVN.AX

3.08%

TWR.AX

-0.92%

TPG.AX

-1.9%

TCL.AX

-0.14%

TWE.AX

-1.38%

TUA.AX

-1.05%

TCG.AX

1.29%

TYR.AX

-0.51%

USL.AX

2.38%

UNI.AX

-2.23%

VAU.AX

1.79%

VNT.AX

0.69%

VCX.AX

0.2%

VGN.AX

0.31%

VEA.AX

0.24%

VUL.AX

VSL.AX

-2.3%

WA1.AX

-1.03%

WGN.AX

1.09%

WAM.AX

0.27%

WGB.AX

0.41%

WLE.AX

SOL.AX

0.65%

WPR.AX

1.22%

WEB.AX

-0.21%

WBT.AX

-0.58%

WES.AX

2.34%

WAF.AX

0.4%

WGX.AX

-0.33%

WBC.AX

0.57%

WHF.AX

0.93%

WHC.AX

0.06%

WIA.AX

-1.92%

WC8.AX

-6.52%

WTN.AX

WTC.AX

1.92%

WDS.AX

1.43%

WOW.AX

0.99%

WOR.AX

2.11%

XRO.AX

-1.58%

YAL.AX

0.62%

ZIM.AX

1.28%

ZIP.AX

-2.14%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.89	1.61	1.09
SSO ASX Small Caps	18.10	-0.01	-0.06
IVV S&P 500	66.94	-0.38	-0.56
NDQ Nasdaq	54.93	-0.06	-0.11
F100 FTSE 100	15.05	0.08	0.53
ASIA Asia Tech	15.62	0.105	0.68
IEU Europe	102.59	0.38	0.37
IEM Emerging Markets	86.56	0.05	0.06
Gold Gold	67.06	0.77	1.16
ACDC Battery Tech	152.43	0.3	0.2

COMMODITIES	Close($)	-/+	%
Gold	5,065.10	50.81	1.01
Silver	110.29	6.4211	6.18
Platinum	2,679.55	-78.1363	-2.83
Palladium	1,962.75	-19.25	-0.97
Ice Brent Crude	65.69	-0.19	-0.29
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6918	0.0003	0.04
Euro	1.1876	-0.0003	-0.03
British Pound	1.3680	0.0003	0.02
Canadian Dollar	1.3715	0.0009	0.07
New Zealand Dollar	0.5966	-0.0005	-0.08
Chinese Yuan	6.9575	0.0033	0.05
Japanese Yen	154.3200	0.17	0.11

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	4.81	-0.31%	32.05%	3.50 5.02
DDR	Dicker Data Ltd	10.25	-0.29%	20.52%	7.58 10.94
GQG	Gqg Partners Inc	1.60	1.59%	-22.66%	1.43 2.61
HUB	Hub24 Ltd	103.25	2.12%	33.06%	48.84 122.03
JHX	James Hardie Ind	34.55	-3%	-34.34%	24.41 55.18
MGR	Mirvac Group	2.01	0.25%	3.36%	1.88 2.46
NSR	National Storage Reit	2.75	-0.18%	22.22%	2.05 2.85
PDN	Paladin Energy Ltd	13.25	-0.45%	44.67%	3.93 13.43
WTC	Wisetech Global Ltd	63.09	1.94%	-49.25%	61.30 130.50
XRO	Xero Ltd	99.71	-1.49%	-41.12%	97.19 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.18	16.13
29M	29metals	0.48	10.34
MTM	Metallium	1.06	10.16
SNL	Supply Network	38.53	9.58
CSC	Capstone Cdi	16.10	7.69
SVL	Silver Mines	0.26	6.25
RSG	Resolute Mining	1.43	5.15
TLX	Telix Pharmaceut	11.48	4.79
DTR	Dateline Resourc	0.44	4.76
A2M	The A2 Milk Comp	8.55	4.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AAI	Alcoa Corpor Cdi	84.71	-8.77
NVA	Nova Mineral	1.18	-8.56
SMI	Santana Minerals	1.08	-8.12
360	Life360 Inc.	31.13	-7.87
LOTDB	Lotus Resour Def	3.01	-7.25
HMC	Hmc Capltd Fpo	4.02	-6.94
CRN	Coronado Global	0.46	-6.63
WC8	Wildcat Resource	0.43	-6.52
DRO	Droneshield	4.21	-5.93
INR	Ioneer	0.22	-5.43

OPINION

Latest Market Matters Opinions

27/01/2026 09:31

Shawn’s Trade Idea: Buy Nickel Industries (NIC) at 94c

The resources sector has boomed as we all know in recent times with nickel having been laggard due to supply issues from Indonesia. However, with the demand for battery metals set to rise again in 2026 and the Indonesian government expected to slash the regions production quota the dynamic could already be changing.

27/01/2026 09:30

The Australian “Aussie” Dollar

With rate hikes continuing to look more likely than cuts in Australia and the commodities markets soaring we believe ongoing appreciation of the $A is likely, although our initial target around 70c has almost been reached.

ACTION

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Macro Monday (on Tuesday): Japan becomes the new market focus

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Afternoon report 23/01/2026

Ask James ASK A QUESTION

Ask James

Question asked 23/01/2026

Regal Investment Fund (RF1)

What’s your thoughts on RF1? It’s trading at a meaningful discount to NTA and I like their diversification and uncorrelated mix of underlying investments. Is this a good diversified for some alternative exposure to a portfolio? Any other listed options similar to this? Finally, Visa and Netflix thoughts? Visa seems compelling value as does Netflix at the current prices

Ask James

Question asked 23/01/2026

Uranium & Boss Energy (BOE)

Welcome Back I know you don't hold (or rate) Boss Energy but in a situation where you were already on board (and all the recent bad news & uncertainty is in the price) would you hold, on based on a forecast rising commodity price lifting all boats, or would you look to drop it and invest in other Uranium miners? Thanks for all your help. Cheers Derek

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