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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.73%

ABG.AX

-0.24%

ASK.AX

-0.18%

A1G.AX

AGL.AX

-1.6%

AIZ.AX

-2.74%

AAI.AX

1.29%

ALK.AX

-1.74%

A4N.AX

-1.46%

ALQ.AX

-0.98%

AMC.AX

-0.88%

AOV.AX

-2.88%

AMP.AX

-1.04%

AEL.AX

3.12%

ALD.AX

0.38%

ANN.AX

-1.13%

ANZ.AX

0.07%

APA.AX

-0.05%

ARU.AX

6.52%

ARB.AX

-1.59%

ARF.AX

-0.58%

ARG.AX

0.35%

ALL.AX

-3.57%

AYA.AX

-1.72%

APZ.AX

-0.42%

ASX.AX

-1.16%

ALX.AX

-1.02%

AUB.AX

-1.8%

AIA.AX

0.52%

AZJ.AX

-0.12%

AUC.AX

-1.04%

ABB.AX

-1.21%

ASB.AX

-3.78%

AAC.AX

-1.49%

AFG.AX

2.04%

AFI.AX

-0.45%

AUI.AX

-1.1%

ASG.AX

-2.99%

BOQ.AX

BMN.AX

1.38%

BCI.AX

1.92%

BPT.AX

-2.72%

BGA.AX

-7.53%

BGL.AX

-2.41%

BEN.AX

0.66%

BNZ.AX

-1.2%

BHP.AX

-0.91%

BKI.AX

BC8.AX

-4.07%

XYZ.AX

-0.14%

BSL.AX

1.37%

BOE.AX

0.16%

BXB.AX

-0.2%

BVS.AX

-2.62%

BRE.AX

-0.59%

BRG.AX

-1.62%

BGP.AX

BFL.AX

0.48%

BWP.AX

-0.9%

CMM.AX

1.22%

CSC.AX

-0.8%

CAR.AX

-1.21%

CIN.AX

-1.59%

CYL.AX

-3.66%

CAT.AX

-3.24%

CWP.AX

-1.63%

CNI.AX

1.2%

CIP.AX

-1.16%

COF.AX

-1.06%

CHN.AX

-1.13%

CGF.AX

-0.12%

CIA.AX

CHI.AX

2.51%

CHC.AX

0.2%

CLW.AX

-1.27%

CQR.AX

-0.78%

CQE.AX

-1.29%

CNU.AX

0.37%

C79.AX

-1.84%

CVL.AX

-0.34%

CU6.AX

-5.14%

CWY.AX

-2.17%

CBO.AX

-0.4%

COH.AX

-2.03%

CDA.AX

1.4%

COL.AX

0.17%

CKF.AX

-0.85%

CBA.AX

0.46%

CPU.AX

-0.84%

CEN.AX

-0.26%

CXO.AX

0.77%

CCP.AX

CMW.AX

2.6%

CSL.AX

-2.62%

CCL.AX

-0.62%

DBI.AX

0.46%

DTL.AX

0.37%

DTR.AX

-4.9%

DYL.AX

2.2%

DRR.AX

0.87%

DVP.AX

-0.62%

DXS.AX

-1.38%

DXI.AX

-0.61%

DDR.AX

-1.96%

DGT.AX

2.16%

DUI.AX

DJW.AX

0.7%

DMP.AX

-10.48%

DOW.AX

-0.61%

DPM.AX

-1.67%

DRO.AX

-3.17%

DUR.AX

-4.39%

DNL.AX

-1.24%

APE.AX

-0.3%

EBO.AX

-0.38%

EIQ.AX

-9.61%

ELD.AX

-3.43%

EOS.AX

-5.08%

ELV.AX

6.91%

ELS.AX

4.93%

EHL.AX

-1.61%

EMR.AX

-2.2%

EDV.AX

-0.59%

ERA.AX

EQR.AX

0.86%

EQT.AX

-0.4%

EUR.AX

52.63%

EVN.AX

-2.33%

EVT.AX

-5.54%

FCL.AX

0.73%

FFM.AX

-3.42%

FPH.AX

FPR.AX

-0.63%

FBU.AX

-0.66%

FLT.AX

-1.31%

FML.AX

-3.45%

FRS.AX

-1.92%

FMG.AX

1.14%

FRW.AX

FGX.AX

0.18%

FGG.AX

0.61%

GLN.AX

6.25%

GLF.AX

-1.29%

GDG.AX

1.5%

GNE.AX

0.26%

GMD.AX

-1.79%

GTK.AX

3.63%

GNP.AX

-1.48%

GMG.AX

-0.99%

GPT.AX

-0.32%

GQG.AX

1.23%

GNG.AX

-1.82%

GNC.AX

-5.58%

GGP.AX

-0.07%

GOZ.AX

-0.45%

GCI.AX

0.49%

GYG.AX

-2.38%

GWA.AX

-0.5%

HSN.AX

-0.5%

HVN.AX

-1.65%

HGH.AX

-1.6%

HM1.AX

-0.35%

HLI.AX

0.48%

HMC.AX

0.2%

HDN.AX

HUB.AX

1.06%

IEL.AX

-3.13%

IGO.AX

2.66%

ILU.AX

4.4%

IMD.AX

-1.7%

IMR.AX

-1.63%

IFT.AX

-0.1%

INA.AX

-1.24%

ING.AX

-2.65%

IFL.AX

IAG.AX

0.07%

IDX.AX

-1.79%

IPG.AX

-4.74%

IPX.AX

4.57%

IPH.AX

-0.97%

IRE.AX

-2.64%

JHX.AX

0.1%

JBH.AX

0.72%

JDO.AX

1.75%

JMS.AX

-1.79%

KAR.AX

-2.06%

KLS.AX

-0.26%

KCN.AX

2.55%

KKC.AX

0.72%

GLS.AX

1.6%

LGF.AX

-1.44%

L1G.AX

2.38%

LSF.AX

-0.24%

LRV.AX

-2.86%

LFS.AX

1.08%

LLC.AX

-0.74%

LFG.AX

-1.45%

360.AX

-3.63%

LIC.AX

1.27%

LNW.AX

-2.74%

LIN.AX

-2.57%

LTR.AX

5.92%

LOV.AX

-2.19%

LYL.AX

-0.08%

LYC.AX

4.42%

MA1.AX

MAF.AX

1.15%

MGH.AX

0.43%

MAH.AX

-2.88%

MQG.AX

0.1%

MAQ.AX

-1.55%

MAD.AX

-1.54%

MFG.AX

-0.2%

MAU.AX

-0.64%

MMS.AX

-1.02%

MPL.AX

-0.87%

MP1.AX

-4.39%

MCY.AX

0.18%

MEZ.AX

-0.65%

MSB.AX

1.17%

MLX.AX

MTS.AX

-2.13%

MEI.AX

MOT.AX

0.88%

MXT.AX

0.76%

MFF.AX

0.22%

MIN.AX

3.56%

MI6.AX

-3.31%

MIR.AX

-0.76%

MGR.AX

-0.44%

MND.AX

0.24%

MYS.AX

1.36%

NAN.AX

-3.26%

NAB.AX

-0.2%

NGI.AX

0.83%

NWL.AX

-0.54%

NEU.AX

-3.73%

NHC.AX

1.06%

NMG.AX

-1%

NEM.AX

-3.38%

NWS.AX

0.55%

NXG.AX

0.47%

NXT.AX

-1.57%

NHF.AX

0.47%

NCK.AX

-0.56%

NIC.AX

-0.74%

NEC.AX

-1.34%

NST.AX

-3.03%

NWH.AX

-0.82%

NUF.AX

NXL.AX

3.7%

OCL.AX

-1.12%

OPH.AX

-0.78%

OBM.AX

-4.06%

ORI.AX

-1.39%

ORG.AX

-4.25%

ORA.AX

0.35%

PDN.AX

1.23%

PNR.AX

-10.24%

PPC.AX

-1.99%

PPM.AX

-3.42%

PRN.AX

-1.55%

PPT.AX

1.3%

PCI.AX

0.46%

PRU.AX

-1.25%

PXA.AX

PNI.AX

-1.15%

PL8.AX

1.1%

PLS.AX

3.63%

PGF.AX

PNV.AX

-1.25%

PDI.AX

2.88%

PMV.AX

-0.96%

PME.AX

-1.11%

PFP.AX

-1.75%

PWH.AX

-2.75%

PYC.AX

-0.76%

QAN.AX

-0.95%

QBE.AX

-0.78%

QAL.AX

2.63%

QRI.AX

QUB.AX

-0.5%

RMS.AX

-2.27%

RHC.AX

-0.25%

REA.AX

-1.98%

RDX.AX

-1.63%

REH.AX

0.66%

RF1.AX

RPL.AX

-1.9%

RG1.AX

RGN.AX

-0.65%

REG.AX

-1.05%

RRL.AX

-2.83%

RWC.AX

5.76%

RMD.AX

0.89%

RSG.AX

-5.04%

SGLLV.AX

1.28%

RIC.AX

-1.43%

RIO.AX

-0.34%

RXL.AX

-1.14%

RFF.AX

-0.74%

RYM.AX

-5.26%

SFR.AX

-2.61%

SMI.AX

-7.41%

STO.AX

1.24%

SCG.AX

-0.14%

SEK.AX

-3.66%

SHV.AX

-0.78%

SRV.AX

-0.3%

SSM.AX

-1.01%

SGH.AX

-1.56%

SHA.AX

-0.33%

SIG.AX

-1.08%

SLX.AX

SGM.AX

-0.07%

SDR.AX

-1.94%

SKS.AX

-1.91%

SKC.AX

SIQ.AX

0.91%

SHL.AX

-0.42%

S32.AX

-1.59%

SX2.AX

-1.09%

SXE.AX

-2.43%

SPK.AX

-0.44%

SRG.AX

-2.22%

SBM.AX

-0.76%

SGQ.AX

3.85%

SMR.AX

0.67%

SDF.AX

-1.29%

SGP.AX

-1.32%

SNZ.AX

-3.05%

SUN.AX

0.45%

SRL.AX

2.74%

SUL.AX

-0.66%

SLC.AX

SNL.AX

-1.95%

SYL.AX

0.21%

TAH.AX

0.9%

TEA.AX

-2.31%

TNE.AX

-0.8%

TLX.AX

-1.09%

TLS.AX

-0.85%

TPW.AX

-2.36%

A2M.AX

-1.49%

TLC.AX

-0.81%

SGR.AX

-2.17%

TVN.AX

TWR.AX

1.55%

TPG.AX

-0.58%

TCL.AX

-0.72%

TWE.AX

-2.68%

TUA.AX

-3.34%

TCG.AX

-1.21%

UNI.AX

1.36%

VAU.AX

-2.82%

VNT.AX

-0.29%

VCX.AX

-1.19%

VGN.AX

-1.58%

VEA.AX

2.16%

VUL.AX

2.5%

VSL.AX

-1.96%

WA1.AX

0.38%

WGN.AX

-0.23%

WAM.AX

0.29%

WGB.AX

0.71%

WLE.AX

SOL.AX

0.73%

WPR.AX

-1.42%

WEB.AX

-1.29%

WBT.AX

-5.57%

WES.AX

-1.87%

WAF.AX

-5.16%

WGX.AX

-1.22%

WBC.AX

-0.8%

WHF.AX

-0.21%

WHC.AX

2.99%

WIA.AX

-2.86%

WC8.AX

-0.47%

WTN.AX

WTC.AX

-1.06%

WDS.AX

0.34%

WOW.AX

-0.42%

WOR.AX

-0.21%

XRO.AX

-1.27%

YAL.AX

1.56%

ZIM.AX

1.26%

ZIP.AX

0.62%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.62	-0.72	-0.49
SSO ASX Small Caps	15.94	-0.06	-0.38
IVV S&P 500	66.52	-0.03	-0.05
NDQ Nasdaq	55.99	-0.22	-0.39
F100 FTSE 100	14.73	-0.08	-0.54
ASIA Asia Tech	17.67	-0.06	-0.34
IEU Europe	98.15	-0.76	-0.77
IEM Emerging Markets	89.72	-0.11	-0.12
Gold Gold	59.51	-0.77	-1.28
ACDC Battery Tech	170.88	1.135	0.67

COMMODITIES	Close($)	-/+	%
Gold	4,667.11	-14.7401	-0.31
Silver	74.55	-0.9407	-1.25
Platinum	1,980.39	-2.06	-0.1
Palladium	1,465.50	-11.3966	-0.77
Ice Brent Crude	108.30	2.97	2.82
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7181	-0.0003	-0.04
Euro	1.1711	-0.0005	-0.04
British Pound	1.3528	-0.0002	-0.01
Canadian Dollar	1.3633	0.001	0.07
New Zealand Dollar	0.5900	-0.0005	-0.08
Chinese Yuan	6.8285	0.0057	0.08
Japanese Yen	159.0500	-0.34	-0.21

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.60	-3.25%	70.83%	0.30 0.75
BGL	Bellevue Gold Ltd	1.62	-2.41%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	55.67	-0.88%	47.56%	35.52 59.39
FMG	Fortescue Ltd	19.99	1.09%	27.38%	14.31 23.38
NHC	New Hope Corporation Ltd	5.22	0.87%	42.03%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.93	2.99%	59.75%	4.78 9.90
NEM	Newmont Cdi	160.54	-3.38%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.26	0.52%	0.00%	7.91 20.47
SFR	Sandfire Resources Ltd	16.77	-2.61%	72.37%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EUR	European Lithium	0.44	52.63
ELV	Elevra Lithium	13.77	6.91
ARU	Arafura Rare Ear	0.37	6.52
GLN	Galan Lithium	0.55	6.25
LTR	Liontown	2.42	5.92
RWC	Reliance Worldwi	3.22	5.76
ELS	Elsight	7.03	4.93
IPX	Iperionx	4.47	4.57
LYC	Lynas Rare Earth	18.88	4.42
ILU	Iluka Resources	7.83	4.4

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
DMP	Domino's Pizza E	15.89	-10.48
PNR	Pantoro Gold	3.42	-10.24
EIQ	Echoiq	1.04	-9.61
BGA	Bega Cheese	5.40	-7.53
SMI	Santana Minerals	0.63	-7.41
GNC	Graincorp	6.09	-5.58
WBT	Weebit Nano	4.07	-5.57
EVT	Evt	11.76	-5.54
RYM	Ryman Healthcare	1.80	-5.26
WAF	West African Res	3.04	-5.16

OPINION

Latest Market Matters Opinions

28/04/2026 09:12

Copper ($US/MT)

Encouragingly copper has started to consolidate even as news from the Middle East fails to meet expectations over recent weeks - a market that doesn’t fall on “bad” news delivers a bullish read through.

28/04/2026 09:12

China Lithium Spodumene ($US/MT)

Lithium stocks continued to outperform last week, as surging fuel costs, with diesel above US$3/litre, reigniting investor enthusiasm for EVs and battery storage. With heavyweight PLS Group (ASX:PLS) making new highs this month we see no reason to fade the move as the tailwind is likely to remain for the foreseeable future.

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Market Matters Content

Macro Monday, on Tuesday: S&P 500 and Nasdaq Reach Record Highs despite Iran

Morning report 28/04/2026

Afternoon Report

The Match Out: ASX claws back early losses, SUN impresses on FY27 outlook

Afternoon report 24/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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