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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.13%

4DX.AX

-3.62%

ABG.AX

-0.63%

AIS.AX

-2.13%

AGL.AX

0.34%

A1M.AX

-2.53%

AIZ.AX

-3.13%

AAI.AX

-2.23%

ALK.AX

-3.41%

A4N.AX

-3.53%

ALQ.AX

-0.59%

AMC.AX

0.06%

AOV.AX

1.07%

AMP.AX

-2.43%

AEL.AX

0.53%

ALD.AX

-6.22%

ANN.AX

-0.58%

ANZ.AX

-0.79%

APA.AX

1.33%

ARU.AX

ARB.AX

0.06%

ARF.AX

3.21%

ARG.AX

ALL.AX

0.86%

APZ.AX

-0.65%

ASX.AX

-0.03%

ALX.AX

-1.6%

AIA.AX

AXQ.AX

4.31%

AMI.AX

1.19%

AZJ.AX

AFI.AX

0.91%

AUC.AX

-0.78%

ABB.AX

-1.72%

ASB.AX

6.91%

AUB.AX

-0.53%

AAC.AX

1.52%

ACL.AX

1.05%

AUI.AX

0.17%

BMN.AX

-0.31%

BAP.AX

-1.27%

BCI.AX

-0.93%

BPT.AX

0.55%

BGA.AX

-0.16%

BGL.AX

-1.05%

BEN.AX

-0.39%

BNZ.AX

-13.2%

BHP.AX

-1.59%

BOQ.AX

BKI.AX

-0.56%

BC8.AX

-2.07%

XYZ.AX

-1.94%

BSL.AX

1.02%

BOE.AX

-3.38%

BXB.AX

0.74%

BVS.AX

-0.63%

BRE.AX

-4.83%

BRG.AX

-0.89%

BTR.AX

-2.86%

BGP.AX

BFL.AX

1.31%

BWP.AX

-0.57%

CMM.AX

0.5%

CSC.AX

-1.19%

CAR.AX

0.17%

CIN.AX

-0.29%

CYL.AX

-2.16%

CAT.AX

1.61%

CWP.AX

CNI.AX

-0.9%

CIP.AX

-1.08%

COF.AX

-0.58%

CGF.AX

-1.28%

CIA.AX

-0.85%

CLW.AX

CHC.AX

-0.16%

CQR.AX

CQE.AX

1.75%

CNU.AX

-1.08%

C79.AX

1.7%

CVL.AX

2.6%

CU6.AX

-1.12%

CWY.AX

0.67%

CBO.AX

0.73%

COH.AX

5.17%

CDA.AX

-0.4%

CGS.AX

-0.85%

COL.AX

1.85%

CKF.AX

1.47%

CPU.AX

-0.54%

CEN.AX

1.88%

CXO.AX

CCP.AX

0.28%

CMW.AX

-1.56%

CSL.AX

1.16%

CCL.AX

-1.68%

CBA.AX

0.14%

DYL.AX

-4.55%

DBI.AX

-0.53%

DTL.AX

-0.38%

DRR.AX

0.26%

DVP.AX

1.25%

DXI.AX

-0.43%

DXS.AX

0.18%

DDR.AX

-0.79%

DGT.AX

-1.96%

DJW.AX

0.67%

DMP.AX

3.82%

DOW.AX

0.29%

DPM.AX

-1.94%

DRO.AX

-2.93%

DUR.AX

-1%

DNL.AX

1.51%

APE.AX

1.83%

EBO.AX

0.12%

ELD.AX

-0.16%

EOS.AX

-2.59%

ELV.AX

0.26%

ELS.AX

-3.07%

EHL.AX

EMR.AX

-0.46%

EDV.AX

1.26%

EQR.AX

EQT.AX

0.44%

EUR.AX

-1.3%

EVN.AX

-1.44%

EVT.AX

0.94%

FPH.AX

0.5%

FDC.AX

-1.13%

FCL.AX

3.14%

FFM.AX

-1.45%

FPR.AX

-0.78%

FBU.AX

1.94%

FLT.AX

2.12%

FML.AX

-0.81%

FRS.AX

-1.45%

FMG.AX

FRW.AX

FGX.AX

FGG.AX

GLF.AX

-1.94%

GDG.AX

3.28%

GNE.AX

1.83%

GMD.AX

-1.39%

GNP.AX

-3.26%

GMG.AX

0.88%

GPT.AX

-0.44%

GQG.AX

-4.17%

GNG.AX

GNC.AX

-1.39%

GGP.AX

-3.05%

G6M.AX

-5.11%

GOZ.AX

-0.26%

GCI.AX

GYG.AX

-2.02%

GWA.AX

HSN.AX

-1.17%

HVN.AX

HGH.AX

HM1.AX

-0.36%

HLI.AX

-1.52%

HMC.AX

-1.1%

HDN.AX

0.46%

HUB.AX

3.89%

IEL.AX

IGO.AX

0.19%

ILU.AX

-0.76%

IMD.AX

-0.3%

IFT.AX

-0.91%

INA.AX

9.67%

ING.AX

0.47%

IAG.AX

0.7%

IDX.AX

-0.48%

IPG.AX

-0.72%

IPX.AX

-3.92%

IPH.AX

-0.28%

IRE.AX

0.54%

JHX.AX

-1.54%

JBH.AX

1.5%

JDO.AX

1.09%

KAR.AX

-0.57%

KLS.AX

0.52%

KCN.AX

-4.54%

KKC.AX

GLS.AX

-0.55%

LGF.AX

L1G.AX

-0.89%

LSF.AX

3.23%

LFS.AX

1.27%

LLC.AX

0.84%

LFG.AX

2.88%

360.AX

1.77%

LNW.AX

1.33%

LIN.AX

2.47%

LTR.AX

1.46%

LOV.AX

-0.51%

LYL.AX

3.44%

LYC.AX

MA1.AX

-0.81%

MAF.AX

-0.43%

MGH.AX

-1.59%

MAH.AX

-4.63%

MQG.AX

-0.47%

MAQ.AX

-1.94%

MAD.AX

1.8%

MFG.AX

-2.22%

MMS.AX

-0.91%

MPL.AX

0.63%

MP1.AX

-3.26%

MCY.AX

-1.83%

MEZ.AX

1.82%

MSB.AX

-0.56%

MLX.AX

-2.14%

MTS.AX

-0.63%

MEI.AX

-2.27%

MOT.AX

0.67%

MXT.AX

-0.9%

MFF.AX

0.39%

MIN.AX

2.07%

MI6.AX

-5.16%

MIR.AX

MGR.AX

1.12%

MND.AX

-1.43%

MYS.AX

-0.99%

NAN.AX

1.01%

NAB.AX

-1.75%

NGI.AX

-0.48%

NWL.AX

1.6%

NEU.AX

-0.41%

NHC.AX

-2.75%

NMG.AX

-1.69%

NEM.AX

-0.6%

NWS.AX

0.15%

NXG.AX

-0.41%

NXT.AX

NHF.AX

0.61%

NCK.AX

-0.69%

NIC.AX

-0.74%

NEC.AX

NST.AX

-1.68%

NWH.AX

-3.32%

NUF.AX

NXL.AX

OCL.AX

1.03%

OML.AX

OPH.AX

OBM.AX

-1.81%

ORI.AX

0.79%

ORG.AX

-0.08%

ORA.AX

4.68%

PDN.AX

-0.96%

PNR.AX

-1.74%

PDI.AX

-5.12%

PPC.AX

-7.1%

PPM.AX

-1.18%

PRN.AX

-1.47%

PPT.AX

-0.76%

PCI.AX

0.93%

PRU.AX

-1.3%

PXA.AX

-0.15%

PNI.AX

-0.83%

PL8.AX

-0.36%

PLS.AX

1.03%

PGF.AX

0.64%

PNV.AX

-1.63%

PMV.AX

0.61%

PME.AX

1.29%

PWH.AX

6.11%

PYC.AX

-1.66%

QAN.AX

-1.2%

QBE.AX

-0.15%

QRI.AX

-0.68%

QAL.AX

2.26%

RMS.AX

-1.66%

RHC.AX

-1.64%

REA.AX

-1.41%

RDX.AX

-0.28%

REH.AX

0.17%

RF1.AX

RG1.AX

1.31%

RPL.AX

-1.92%

RGN.AX

-0.9%

REG.AX

0.88%

RRL.AX

-1.86%

RWC.AX

-1.95%

RMD.AX

0.38%

RSG.AX

-0.89%

SGLLV.AX

2.27%

RIC.AX

-1.88%

RIO.AX

-0.43%

RXL.AX

-0.9%

RFF.AX

-1.83%

RYM.AX

SFR.AX

-1.31%

STO.AX

-0.64%

SCG.AX

0.87%

SEK.AX

-0.16%

SHV.AX

-0.74%

SRV.AX

-0.38%

SGH.AX

1.03%

SHA.AX

-1.12%

SIG.AX

SLX.AX

-3.56%

SGM.AX

-1.06%

SDR.AX

-0.74%

SKS.AX

-3.2%

SKC.AX

-0.92%

SIQ.AX

-0.68%

SHL.AX

1.08%

S32.AX

-2.44%

SX2.AX

-1.26%

SPK.AX

-0.99%

SRG.AX

-0.87%

SSM.AX

-0.93%

SBM.AX

0.61%

SMR.AX

-4.64%

SDF.AX

-0.17%

SXE.AX

-1.16%

SGP.AX

1.72%

SKG.AX

0.47%

SNZ.AX

-2.14%

SUN.AX

-0.05%

SRL.AX

-7.22%

SUL.AX

-0.37%

SLC.AX

-1.14%

SNL.AX

-0.48%

SYL.AX

0.36%

TAH.AX

-1.74%

TEA.AX

-1.72%

TNE.AX

0.58%

TLX.AX

2.34%

TLS.AX

TPW.AX

4.45%

A2M.AX

TLC.AX

SGR.AX

4.35%

TWR.AX

-1.18%

TPG.AX

2.41%

TCL.AX

-0.29%

TWE.AX

TUA.AX

1.16%

TCG.AX

-2.6%

TRA.AX

UNI.AX

-0.25%

VAU.AX

-1.34%

VNT.AX

0.85%

VCX.AX

VGN.AX

-3.19%

VMM.AX

0.91%

VGL.AX

1.83%

VEA.AX

-1.92%

VUL.AX

-1.73%

VSL.AX

-5.74%

WA1.AX

2.44%

WGN.AX

-1.06%

WGB.AX

-0.51%

WLE.AX

WAM.AX

-0.5%

SOL.AX

-0.63%

WPR.AX

-0.48%

WQG.AX

-1.99%

WEB.AX

-0.29%

WBT.AX

-4.14%

WES.AX

0.8%

WAF.AX

-1.96%

WGX.AX

-0.8%

WBC.AX

-0.79%

WHF.AX

-0.22%

WHC.AX

-2.27%

WIA.AX

2.25%

WTC.AX

1.36%

WDS.AX

-0.62%

WOW.AX

1.09%

WOR.AX

1.63%

XRO.AX

1.69%

YAL.AX

-3.97%

ZIM.AX

2.01%

ZIP.AX

-2.3%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.12	-0.43	-0.29
SSO ASX Small Caps	13.60	-0.09	-0.66
IVV S&P 500	73.27	-0.34	-0.46
NDQ Nasdaq	61.32	-0.36	-0.58
F100 FTSE 100	15.31	-0.25	-1.61
ASIA Asia Tech	18.50	-0.4	-2.12
IEU Europe	95.52	-1.01	-1.05
IEM Emerging Markets	90.88	-1.07	-1.16
Gold Gold	54.12	-0.67	-1.22
ACDC Battery Tech	105.57	-3.04	-2.8

COMMODITIES	Close($)	-/+	%
Gold	4,131.04	-8.63	-0.21
Silver	57.81	0.729	1.28
Platinum	1,652.90	12.65	0.77
Palladium	1,108.57	-11.18	-1
Ice Brent Crude	109.18	-0.68	-0.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7002	0.0024	0.34
Euro	1.1230	0.002	0.18
British Pound	1.3374	0.0072	0.54
Canadian Dollar	1.4047	-0.0063	-0.45
New Zealand Dollar	0.5681	0.0019	0.34
Chinese Yuan	6.6779	-0.0027	-0.04
Japanese Yen	158.1900	-0.29	-0.18

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	-2.53%	68.09%	0.42 0.94
BGL	Bellevue Gold Limited	1.42	-1.05%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	59.50	-1.59%	38.67%	40.18 68.77
FMG	Fortescue Ltd	15.26	0%	-24.38%	14.94 23.38
NHC	New Hope Corporation Ltd	6.01	-2.75%	55.28%	3.77 6.61
WHC	Whitehaven Coal Limited	7.75	-2.27%	14.76%	6.66 9.90
NEM	Newmont Cdi	168.21	-0.6%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.13	-0.41%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.32	-1.31%	31.15%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
INA	Ingenia Communit	4.65	9.67
ASB	Austal	4.18	6.91
PWH	Pwr Holdings Lim	11.11	6.11
COH	Cochlear Limited	139.40	5.17
CXO	Core Lithium	0.21	5
ORA	Orora	1.46	4.68
TPW	Temple & Webster	4.46	4.45
SGR	The Star Enterta	0.12	4.35
AXQ	Aura Consolidate	3.39	4.31
HUB	Hub24	67.08	3.89

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
BNZ	Benz Mining-cdi	4.21	-13.2
SRL	Sunrise Energy	14.40	-7.22
PPC	Peet	1.44	-7.1
ALD	Ampol Fpo	39.32	-6.22
VSL	Vulcan S Fpo	5.09	-5.74
MI6	Minerals 260	0.74	-5.16
PDI	Pdi Gold	4.08	-5.12
G6M	Group 6 Metals L	2.60	-5.11
BRE	Brazilian Rare	1.87	-4.83
SMR	Stanmore Resourc	2.67	-4.64

OPINION

Latest Market Matters Opinions

20/10/2026 16:32

What Mattered Today

The ASX 200 finished mildly lower, recovering from a much weaker start that saw the main board off ~80pts at the lows. The market was again split beneath the surface: consumer-facing and healthcare names found support, while miners, energy stocks and the banks weighed on the index.

20/10/2026 16:27

Bellevue Gold (ASX: BGL) $1.415

BGL -1%was mildly lower today, though most gold stocks were, after a softer-than-expected September quarter, with production falling 15% QoQ to 35,585oz as the new mining contractor ramped up more slowly than planned.

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Market Matters Content

What Matters Today: Can China’s improved growth turn the dial?

Morning report 20/10/2026

Afternoon Report

The Match Out: ASX lower, BHP dishes up softer quarter in Copper

Afternoon report 20/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/10/2026

Your view on FXG and FEG

I like to have your view-analyses on FXG and FEG please, thanks,

Ask James

Question asked 17/10/2026

YEAR TO DATE

Good Morning, Well, it has sometimes felt like the "year of waiting" this year. I'm not a day trader, so I suppose I'm more susceptible to the highs and lows by holding stocks. But the All Ords began the year at 9208 and went through 8686, 9430, 8571 and 9445 to be at 8921 as I write, down about 3%. That to me is very volatile. Is this our market now or do you see things settling down into 2027? Thanks gents.

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