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OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

9.19%

ABG.AX

AIS.AX

6.67%

AGL.AX

-0.24%

A1M.AX

5.11%

AIZ.AX

AAI.AX

4.64%

ALK.AX

2.47%

A4N.AX

2.63%

ALQ.AX

0.79%

AMC.AX

-1.37%

AOV.AX

-1.54%

AMP.AX

1.63%

ALD.AX

0.43%

ANN.AX

-0.79%

ANZ.AX

-0.05%

APA.AX

0.34%

ARU.AX

4.29%

ARB.AX

0.15%

ARF.AX

-0.47%

ARG.AX

0.22%

ALL.AX

-0.91%

AYA.AX

6.75%

APZ.AX

2.9%

ASX.AX

-0.9%

ALX.AX

-0.59%

AUB.AX

-0.94%

AIA.AX

-0.07%

AXQ.AX

6.31%

AMI.AX

2.38%

AZJ.AX

-1.18%

ABB.AX

-0.1%

ASB.AX

0.71%

AAC.AX

-1.09%

AEF.AX

2.06%

AFI.AX

AUI.AX

BOQ.AX

0.61%

BMN.AX

5.92%

BCI.AX

0.59%

BPT.AX

-1.64%

BGA.AX

-1.3%

BGL.AX

5.6%

BEN.AX

0.53%

BNZ.AX

3.08%

BHP.AX

1.88%

BKI.AX

0.8%

BC8.AX

6.47%

XYZ.AX

0.67%

BSL.AX

1.47%

BOE.AX

4.22%

BXB.AX

-2.06%

BVS.AX

1.79%

BRE.AX

6.53%

BRG.AX

-0.21%

BGP.AX

BFL.AX

1.52%

BWP.AX

-0.51%

CMM.AX

3.01%

CSC.AX

8.22%

CAR.AX

-1.23%

CIN.AX

-0.56%

CYL.AX

-0.27%

CAT.AX

1.82%

CWP.AX

1.59%

CNI.AX

-0.34%

CIP.AX

-0.66%

COF.AX

CGF.AX

1.34%

CIA.AX

-5.8%

CHC.AX

1.01%

CLW.AX

0.79%

CQR.AX

0.12%

CQE.AX

-0.39%

CNU.AX

-0.63%

C79.AX

CVL.AX

0.88%

CU6.AX

13.1%

CWY.AX

-0.21%

CBO.AX

0.93%

COH.AX

-2%

CDA.AX

2.31%

COL.AX

-0.72%

CKF.AX

1.11%

CBA.AX

0.08%

CPU.AX

-0.2%

CEN.AX

0.13%

CXO.AX

12.22%

CCP.AX

0.58%

CMW.AX

0.57%

CSL.AX

-4.46%

CCL.AX

0.8%

DBI.AX

-0.09%

DTL.AX

0.15%

DYL.AX

DRR.AX

1.16%

DVP.AX

7.76%

DXS.AX

0.93%

DXI.AX

0.2%

DDR.AX

0.16%

DGT.AX

2.01%

DJW.AX

DMP.AX

-5.77%

DOW.AX

-0.84%

DPM.AX

8.54%

DRO.AX

-1.13%

DUR.AX

3.66%

DNL.AX

APE.AX

-1.64%

EBO.AX

-0.22%

EIQ.AX

4.56%

ELD.AX

EOS.AX

10.66%

ELV.AX

6.01%

ELS.AX

1.76%

EMR.AX

5.37%

EDV.AX

0.43%

EQR.AX

EVN.AX

3.44%

EVT.AX

0.78%

FDC.AX

0.88%

FCL.AX

3.73%

FFM.AX

8.36%

FPH.AX

-0.41%

FPR.AX

0.35%

FBU.AX

-2.57%

FLT.AX

-0.15%

FML.AX

-0.82%

FRS.AX

6.15%

FMG.AX

-3.39%

FRW.AX

FGX.AX

1.12%

FGG.AX

-0.3%

GLF.AX

2.78%

GDG.AX

0.25%

GNE.AX

-1.82%

GMD.AX

4.07%

GNP.AX

4.56%

GMG.AX

1.98%

GPT.AX

-0.39%

GQG.AX

-0.37%

GNG.AX

4.18%

GNC.AX

0.35%

GGP.AX

3.67%

G6M.AX

5.26%

GOZ.AX

0.45%

GCI.AX

GYG.AX

-0.87%

GWA.AX

-0.21%

HSN.AX

-0.71%

HVN.AX

-1.42%

HGH.AX

0.48%

HM1.AX

0.35%

HLI.AX

-1.56%

HMC.AX

2.12%

HDN.AX

-0.39%

HUB.AX

0.64%

IEL.AX

-1.52%

IGO.AX

2.66%

ILU.AX

6.33%

IMD.AX

1.8%

IMR.AX

3.71%

IFT.AX

0.56%

INA.AX

1.16%

ING.AX

-0.66%

IAG.AX

-1.86%

IDX.AX

0.24%

IPG.AX

2.98%

IPX.AX

7.77%

IPH.AX

-0.12%

IRE.AX

-0.44%

JHX.AX

-0.35%

JBH.AX

0.66%

JDO.AX

1.03%

JMS.AX

-0.94%

KAR.AX

-1.42%

KLS.AX

KCN.AX

6.53%

KKC.AX

0.47%

GLS.AX

1.49%

LGF.AX

-2.78%

L1G.AX

0.48%

LSF.AX

2.44%

LRV.AX

3.23%

LFS.AX

LLC.AX

1.85%

LFG.AX

-0.91%

360.AX

-1.28%

LIC.AX

2.41%

LNW.AX

1.22%

LIN.AX

3.82%

LTR.AX

1.02%

LOV.AX

-0.17%

LYL.AX

2.95%

LYC.AX

3.19%

MA1.AX

0.13%

MAF.AX

1.79%

MGH.AX

0.41%

MAH.AX

3.02%

MQG.AX

1.48%

MAQ.AX

3.81%

MAD.AX

-1.44%

MFG.AX

1.54%

MMS.AX

-0.63%

MPL.AX

-0.58%

MP1.AX

10.47%

MCY.AX

MEZ.AX

4.37%

MSB.AX

1.23%

MLX.AX

2.77%

MTS.AX

-0.97%

MEI.AX

4.17%

MOT.AX

-0.77%

MXT.AX

MFF.AX

0.39%

MIN.AX

0.12%

MI6.AX

3.39%

MIR.AX

-0.78%

MGR.AX

0.28%

MND.AX

1.9%

MYS.AX

0.2%

NAN.AX

NAB.AX

0.19%

NGI.AX

1.09%

NWL.AX

-0.23%

NEU.AX

3.32%

NHC.AX

-2.06%

NMG.AX

6.82%

NEM.AX

3.79%

NWS.AX

-2.92%

NXG.AX

4.77%

NXT.AX

6.33%

NHF.AX

-0.8%

NCK.AX

-1.31%

NIC.AX

3.16%

NEC.AX

-0.77%

NST.AX

0.3%

NWH.AX

1.02%

NUF.AX

0.51%

OCL.AX

-0.43%

OML.AX

0.32%

OPH.AX

3.61%

OBM.AX

7.14%

ORI.AX

0.09%

ORG.AX

ORA.AX

-1.19%

PDN.AX

6.93%

PNR.AX

4.28%

PPC.AX

-0.55%

PPM.AX

6.02%

PRN.AX

2.91%

PPT.AX

0.38%

PCI.AX

PRU.AX

1.34%

PXA.AX

2.21%

PNI.AX

5.68%

PL8.AX

1.06%

PLS.AX

-0.12%

PGF.AX

1.21%

PNV.AX

2.96%

PDI.AX

5.51%

PMV.AX

-2.21%

PME.AX

-0.42%

PWH.AX

2.47%

PYC.AX

2.54%

QAN.AX

QBE.AX

-2.88%

QAL.AX

2.35%

QRI.AX

0.64%

RMS.AX

1.95%

RHC.AX

0.29%

REA.AX

-3.11%

RDX.AX

1.22%

REH.AX

0.22%

RF1.AX

1.7%

RPL.AX

2.6%

RG1.AX

0.4%

RGN.AX

-0.42%

REG.AX

RRL.AX

3.47%

RWC.AX

-0.43%

RMD.AX

-1.7%

RSG.AX

3.89%

SGLLV.AX

0.21%

RIC.AX

0.89%

RIO.AX

0.94%

RXL.AX

5.48%

RFF.AX

-2.48%

RYM.AX

-0.79%

SFR.AX

2.54%

STO.AX

-0.64%

SCG.AX

0.26%

SEK.AX

-1.95%

SHV.AX

SRV.AX

-0.46%

SSM.AX

SGH.AX

1.07%

SHA.AX

0.31%

SIG.AX

-0.51%

SLX.AX

9.81%

SGM.AX

0.75%

SDR.AX

0.91%

SKS.AX

7.36%

SKC.AX

0.96%

SIQ.AX

-1.09%

SHL.AX

-3.38%

S32.AX

2.21%

SX2.AX

4.2%

SXE.AX

6.23%

SPK.AX

-1.36%

SRG.AX

2.92%

SBM.AX

5.75%

SMR.AX

-0.62%

SDF.AX

-0.87%

SGP.AX

-0.81%

SKG.AX

0.39%

SNZ.AX

SUN.AX

-1.88%

SRL.AX

4.85%

SUL.AX

-2%

SLC.AX

1.59%

SNL.AX

1.08%

SYL.AX

2.59%

TAH.AX

-0.28%

TEA.AX

4.84%

TNE.AX

-1.05%

TLX.AX

1.56%

TLS.AX

-0.4%

TPW.AX

0.46%

A2M.AX

-1.13%

TLC.AX

-0.27%

SGR.AX

5.56%

TVN.AX

THL.AX

TWR.AX

-0.96%

TPG.AX

-0.28%

TCL.AX

-0.57%

TWE.AX

-1.21%

TUA.AX

-0.93%

TCG.AX

2.54%

TRA.AX

UNI.AX

-1.22%

VAU.AX

4.26%

VNT.AX

0.52%

VCX.AX

-0.19%

VGN.AX

2.16%

VEA.AX

0.9%

VUL.AX

2.62%

VSL.AX

-0.77%

VYS.AX

1.33%

WA1.AX

6.17%

WGN.AX

4.71%

WAM.AX

1.27%

WGB.AX

-0.45%

WLE.AX

-1.07%

SOL.AX

0.7%

WPR.AX

0.4%

WQG.AX

WEB.AX

1.51%

WBT.AX

6.55%

WES.AX

-0.55%

WAF.AX

6.85%

WGX.AX

4.7%

WBC.AX

0.45%

WHF.AX

0.21%

WHC.AX

-2.16%

WIA.AX

2.33%

WTC.AX

-6.04%

WDS.AX

-0.85%

WOW.AX

-1.53%

WOR.AX

-0.76%

XRO.AX

-2.39%

YAL.AX

-2.11%

ZIM.AX

2.52%

ZIP.AX

8.05%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.90	0.41	0.27
SSO ASX Small Caps	14.03	0	0
IVV S&P 500	70.66	0.46	0.66
NDQ Nasdaq	58.51	1.34	2.34
F100 FTSE 100	15.52	0.09	0.58
ASIA Asia Tech	19.42	1.6	8.98
IEU Europe	99.56	0.78	0.79
IEM Emerging Markets	92.87	4.45	5.03
Gold Gold	53.15	0.09	0.17
ACDC Battery Tech	123.31	5.61	4.77

COMMODITIES	Close($)	-/+	%
Gold	4,077.04	-25.357	-0.62
Silver	58.50	-0.4896	-0.83
Platinum	1,632.22	-27.9642	-1.68
Palladium	1,293.50	-10.9001	-0.84
Ice Brent Crude	89.45	-1.29	-1.42
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7022	-0.0003	-0.04
Euro	1.1511	-0.0016	-0.14
British Pound	1.3450	-0.0014	-0.1
Canadian Dollar	1.4014	0.0004	0.03
New Zealand Dollar	0.5871	-0.0007	-0.12
Chinese Yuan	6.7480	-0.007	-0.1
Japanese Yen	160.5500	1.04	0.65

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.72	5.11%	117.46%	0.30 0.85
BGL	Bellevue Gold Ltd	1.28	5.81%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.24	1.84%	47.07%	39.18 65.98
FMG	Fortescue Ltd	18.24	-3.29%	3.68%	17.73 23.38
NHC	New Hope Corporation Ltd	5.24	-2.15%	26.48%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.03	-2.16%	8.13%	5.94 9.90
NEM	Newmont Cdi	135.37	3.77%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.19	4.77%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.99	2.57%	66.61%	10.61 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
CU6	Clarity Pharmace	2.38	13.1
CXO	Core Lithium	0.25	12.22
EOS	Electro Optic Sy	6.75	10.66
MP1	Megaport	17.93	10.47
SLX	Silex Systems	4.59	9.81
4DX	4dmedical	3.51	9.19
DPM	Dpm Metals Cdi	53.27	8.54
FFM	Firefly Metals	1.75	8.36
CSC	Capstone Cdi	13.83	8.22
ZIP	Zip Co	2.55	8.05

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
WTC	Wisetech Global	35.60	-6.04
CIA	Champion Iron	3.41	-5.8
DMP	Domino's Pizza E	18.46	-5.77
CSL	Csl	122.22	-4.46
FMG	Fortescue	18.22	-3.39
SHL	Sonic Healthcare	21.74	-3.38
REA	Rea Group Ltd	160.00	-3.11
NWS	News Corporation	45.27	-2.92
QBE	Qbe Insurance Gr	24.63	-2.88
LGF	L1 Gold Fund	1.93	-2.78

OPINION

Latest Market Matters Opinions

31/07/2026 09:20

First Up

The ASX200 retreated 0.8% on the penultimate day of July, closing well below the psychological 9000 level following the heavy losses on Wall Street. It felt like a tough day at the office with 80% of the main board closing lower, but considering the steep 1100-point drop by the Dow, it was another resilient performance by the local index, albeit one that couldn’t manage to close in positive territory.

31/07/2026 09:19

Dow Jones Index

The Dow recovered over half of Thursdays decline overnight as Microsoft surged +15.5% after strong Azure cloud growth reinforced confidence that AI infrastructure spending is yielding results, sparking a broad rebound across semiconductor stocks. The iShares Semiconductor ETF (SOXX) climbed more than +8%, with Micron Technology jumping +18% and AMD rising more than +13%, while South Korean memory giant SK Hynix rallied over +17%. The move reignited the momentum trade, with the iShares MSCI USA Momentum Factor ETF (MTUM) gaining more than +5% as investors rotated back into AI-linked names.

ACTION

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Market Matters Content

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX pulls back from 5-month high

Afternoon report 30/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

I'm 75 and have had a SMSF fund for over 25 years - I love it, enjoy operating it and am happy with my returns. However, I've been thinking about simplifying life and super and am thinking of closing the SMSF and transferring funds into a professionally managed Superfund. The problem is, I have been spooked lately by news that a greedy Labor Government might have Super Funds in their sight. As I said, I love looking after my own super so, given this news, what are your thoughts on staying with what I know or taking my chances for simplicity sake and venturing to the Dark Side?

Ask James

Question asked 24/07/2026

Ideas for improvements

Hi again, I know this message will reach you after the cutoff time, so please don't stress to reply tomorrow. I love listening to the MM podcast particularly at times when I can't be very productive, like driving. It would be awesome to have the option of listening to the reports as well. The Australian newspaper reader is a good benchmark for you to consider. Also, I really look forward to being able to access more ETFs data on your platform, particularly those listed on the ASX. Lastly, one thing I really miss from your charting tool is the ability of comparing two or more ticker codes. You present a lot of those comparisons in your reports, which I find really useful, but it is a shame we can't recreate some of it on the MM platform. Some ideas for improvement : ) Thanks, Angela

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Latest View Points

ACDC

HGEN US

IZZ

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META US

AAPL US

AMZN US

ALL

MGR

JBH

NCK

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Chart of the week

Bitcoin ($US)

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Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Morning Report

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX pulls back from 5-month high

Afternoon report 30/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/07/2026

SMSF or Industry Fund

Ask James

Question asked 24/07/2026

Ideas for improvements

Latest View Points

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

JBH

NCK

BTU US

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Opinion + Action