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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-10.39%

4DX.AX

2.92%

ABG.AX

-1.15%

AIS.AX

-7.35%

AGL.AX

-0.06%

A1M.AX

-4.94%

AIZ.AX

AAI.AX

1.44%

ALK.AX

-3.22%

A4N.AX

0.38%

ALQ.AX

-1.59%

AMC.AX

-1.04%

AOV.AX

-1.56%

AMP.AX

-2.03%

AEL.AX

0.15%

ALD.AX

-0.53%

ANN.AX

-0.41%

ANZ.AX

0.05%

APA.AX

0.55%

ARU.AX

-3.66%

ARB.AX

-2.08%

ARF.AX

-0.88%

ARG.AX

-0.32%

ALL.AX

-0.56%

AYA.AX

0.23%

APZ.AX

-0.2%

ASX.AX

-0.61%

ALX.AX

-0.88%

AUB.AX

-0.49%

AIA.AX

-0.63%

AXQ.AX

-2%

AMI.AX

-7.61%

AZJ.AX

AUC.AX

-4.01%

ABB.AX

-0.7%

ASB.AX

-3.78%

AAC.AX

ACL.AX

-2.14%

AFI.AX

-0.58%

AUI.AX

-0.6%

BOQ.AX

-0.15%

BMN.AX

-7.63%

BAP.AX

3.21%

BCI.AX

-0.46%

BPT.AX

-0.84%

BGA.AX

0.08%

BGL.AX

-2.77%

BEN.AX

-0.14%

BNZ.AX

-3.4%

BHP.AX

-3.07%

BKI.AX

BC8.AX

-4.42%

XYZ.AX

-5.38%

BSL.AX

-1.98%

BOE.AX

-6.14%

BXB.AX

-1.11%

BVS.AX

BRE.AX

-3.62%

BRG.AX

-2.63%

BTR.AX

-6.25%

BGP.AX

BFL.AX

BWP.AX

0.82%

CMM.AX

-4.49%

CSC.AX

-7.67%

CAR.AX

-1.58%

CIN.AX

CYL.AX

0.44%

CAT.AX

0.62%

CWP.AX

0.87%

CNI.AX

3.31%

CIP.AX

1.2%

COF.AX

1.14%

CGF.AX

2.79%

CIA.AX

-4.38%

CHC.AX

0.26%

CLW.AX

1.29%

CQR.AX

1.8%

CQE.AX

0.85%

CNU.AX

1.66%

C79.AX

-0.51%

CVL.AX

0.14%

CU6.AX

-0.43%

CWY.AX

-0.19%

CBO.AX

0.52%

COH.AX

0.86%

CDA.AX

-4.54%

CGS.AX

-1.15%

COL.AX

0.55%

CKF.AX

1.02%

CBA.AX

-0.09%

CPU.AX

2.81%

CEN.AX

-0.56%

CXO.AX

-7.24%

CCP.AX

-0.56%

CMW.AX

2.67%

CSL.AX

0.45%

CCL.AX

-0.18%

DBI.AX

1.75%

DTL.AX

-1.45%

DYL.AX

-5.35%

DRR.AX

DVP.AX

-6.18%

DXS.AX

-1.1%

DXI.AX

0.42%

DDR.AX

0.45%

DGT.AX

2.6%

DJW.AX

-0.33%

DMP.AX

0.24%

DOW.AX

-2.6%

DPM.AX

-6.31%

DRO.AX

-2.55%

DUR.AX

DNL.AX

-0.39%

APE.AX

-2.11%

EBO.AX

-0.67%

EIQ.AX

-1.33%

ELD.AX

2.35%

EOS.AX

-4.24%

ELV.AX

-4.48%

ELS.AX

-5.62%

EHL.AX

-0.86%

EMR.AX

-3.67%

EDV.AX

0.47%

EQR.AX

-7.65%

EQT.AX

-1.19%

EUR.AX

-2.08%

EVN.AX

-3.02%

EVT.AX

-0.34%

FDC.AX

0.5%

FCL.AX

-4.63%

FFM.AX

-7.96%

FPH.AX

-1.08%

FPR.AX

0.48%

FBU.AX

-1.23%

FLT.AX

-2.04%

FML.AX

-4.66%

FRS.AX

-5.41%

FMG.AX

-3.93%

FRW.AX

FGX.AX

-0.37%

FGG.AX

-0.31%

GLN.AX

-2.41%

GLF.AX

1.55%

GDG.AX

1.47%

GNE.AX

0.91%

GMD.AX

-3.48%

GNP.AX

-2.75%

GMG.AX

-2.51%

GPT.AX

-0.85%

GQG.AX

-1.19%

GNG.AX

-5.14%

GNC.AX

7.99%

GGP.AX

-7.59%

G6M.AX

-0.28%

GOZ.AX

-0.48%

GCI.AX

GYG.AX

GWA.AX

-2.93%

HSN.AX

-2.04%

HVN.AX

0.48%

HGH.AX

0.97%

HM1.AX

-0.64%

HLI.AX

-1.58%

HMC.AX

-0.63%

HDN.AX

0.68%

HUB.AX

0.85%

IGO.AX

-3.92%

ILU.AX

-3.88%

IMD.AX

-2.31%

IMR.AX

-2.89%

IFT.AX

-0.25%

INA.AX

0.56%

ING.AX

1.93%

IAG.AX

2.8%

IDX.AX

1.28%

IPG.AX

-1.5%

IPX.AX

-8.71%

IPH.AX

-1.78%

IRE.AX

-1.44%

JHX.AX

-3.91%

JBH.AX

-0.44%

JDO.AX

-1.61%

JMS.AX

0.98%

KAR.AX

-0.97%

KLS.AX

-1.92%

KCN.AX

-5.63%

KKC.AX

-0.47%

GLS.AX

-0.47%

L1G.AX

-4.04%

LSF.AX

-0.61%

LGF.AX

-1.33%

LRV.AX

-4.8%

LFS.AX

LLC.AX

-2.32%

LFG.AX

-3.66%

360.AX

-5.38%

LIC.AX

0.8%

LNW.AX

-3.24%

LIN.AX

LTR.AX

-5.94%

LOV.AX

-3.39%

LYL.AX

-1.01%

LYC.AX

-3.07%

MA1.AX

0.52%

MAF.AX

-5.59%

MGH.AX

0.38%

MAH.AX

-2.94%

MQG.AX

0.55%

MAQ.AX

-1.46%

MAD.AX

MFG.AX

-2.87%

MMS.AX

-0.99%

MPL.AX

-1.35%

MP1.AX

-3.62%

MCY.AX

-1.99%

MEZ.AX

-2.63%

MSB.AX

1.71%

MLX.AX

-3.7%

MTS.AX

-0.17%

MEI.AX

-7.14%

MOT.AX

-1.89%

MXT.AX

2.49%

MFF.AX

-1.83%

MIN.AX

-4.65%

MI6.AX

-3.8%

MIR.AX

MGR.AX

-0.94%

MND.AX

-4.66%

MYS.AX

2.75%

NAN.AX

-0.93%

NAB.AX

0.39%

NGI.AX

-0.21%

NWL.AX

-0.63%

NEU.AX

0.4%

NHC.AX

-1.47%

NMG.AX

-5.19%

NEM.AX

-3.71%

NWS.AX

-0.23%

NXG.AX

-6.19%

NXT.AX

-3.17%

NHF.AX

1.45%

NCK.AX

-0.31%

NIC.AX

-5.81%

NEC.AX

-3.08%

NST.AX

-4.92%

NWH.AX

-0.96%

NUF.AX

-0.61%

NXL.AX

-3.27%

OCL.AX

-1.66%

OML.AX

0.31%

OPH.AX

-0.82%

OBM.AX

-2.42%

ORI.AX

-0.24%

ORG.AX

-2.61%

ORA.AX

-1.51%

PDN.AX

-2.71%

PNR.AX

-5.07%

PPC.AX

0.8%

PPM.AX

-0.52%

PRN.AX

-1.96%

PPT.AX

-0.73%

PCI.AX

0.23%

PRU.AX

-3.63%

PXA.AX

0.14%

PNI.AX

-2.34%

PL8.AX

0.35%

PLS.AX

-5.29%

PGF.AX

-0.46%

PNV.AX

0.5%

PDIDB.AX

-1.43%

PMV.AX

-1.03%

PME.AX

-2.77%

PWH.AX

-1.14%

PYC.AX

2.84%

QAN.AX

-0.91%

QBE.AX

1.65%

QAL.AX

-2.04%

QRI.AX

-1.31%

RMS.AX

-3.21%

RHC.AX

-0.83%

REA.AX

-1.82%

RDX.AX

-1.17%

REH.AX

-3.21%

RF1.AX

0.28%

RPL.AX

-3.02%

RG1.AX

RGN.AX

0.67%

REG.AX

-0.65%

RRL.AX

-3.8%

RWC.AX

-0.83%

RMD.AX

-2.8%

RSG.AX

-5.17%

SGLLV.AX

0.45%

RIC.AX

-1.15%

RIO.AX

-1.91%

RXL.AX

-4.92%

RFF.AX

0.77%

RYM.AX

-0.59%

SFR.AX

-3.94%

STO.AX

SCG.AX

-0.42%

SEK.AX

-4.68%

SHV.AX

5.73%

SRV.AX

-0.65%

SSM.AX

-1.45%

SGH.AX

-2.02%

SHA.AX

SIG.AX

0.55%

SLX.AX

-8.29%

SGM.AX

-2.55%

SDR.AX

-3.42%

SKS.AX

0.39%

SKC.AX

-5.45%

SIQ.AX

1.26%

SHL.AX

-3.97%

S32.AX

-3.15%

SX2.AX

-5.58%

SXE.AX

-1.43%

SPK.AX

-0.28%

SRG.AX

-0.66%

SBM.AX

-5.19%

SMR.AX

-2.91%

SDF.AX

-2.31%

SGP.AX

0.22%

SKG.AX

0.88%

SNZ.AX

-0.14%

SUN.AX

1.41%

SRL.AX

-2.99%

SUL.AX

-0.3%

SLC.AX

1.41%

SNL.AX

1.41%

SYL.AX

-1.72%

TAH.AX

-2.22%

TEA.AX

0.21%

TNE.AX

-1.68%

TLX.AX

3.8%

TLS.AX

2.05%

TPW.AX

-2.27%

A2M.AX

0.75%

TLC.AX

-0.1%

SGR.AX

TVN.AX

-7.14%

THL.AX

TWR.AX

1.32%

TPG.AX

-0.13%

TCL.AX

0.36%

TWE.AX

-3.34%

TUA.AX

2.42%

TCG.AX

-3.31%

TRA.AX

USL.AX

-9.04%

UNI.AX

-2.36%

VAU.AX

-2.67%

VNT.AX

1.19%

VCX.AX

VGN.AX

-0.71%

VMM.AX

-4.32%

VGL.AX

VEA.AX

-0.16%

VUL.AX

-5.88%

VSL.AX

-1.05%

VYS.AX

-1.91%

WA1.AX

-1.79%

WGN.AX

-0.61%

WAM.AX

-0.81%

WGB.AX

-2.84%

WLE.AX

-0.38%

SOL.AX

0.16%

WPR.AX

-0.21%

WQG.AX

-1.42%

WEB.AX

-4.64%

WBT.AX

-1.11%

WES.AX

0.64%

WAF.AX

-3.13%

WGX.AX

-7.2%

WBC.AX

0.35%

WHF.AX

-1.21%

WHC.AX

-2.43%

WIA.AX

-3.16%

WC8.AX

-6.17%

WTC.AX

-5.04%

WDS.AX

1.22%

WOW.AX

-0.2%

WOR.AX

-0.5%

XRO.AX

-2.44%

YAL.AX

-3.14%

ZIM.AX

-9.5%

ZIP.AX

-5.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.50	-1.49	-0.98
SSO ASX Small Caps	14.68	-0.17	-1.14
IVV S&P 500	71.15	-0.26	-0.36
NDQ Nasdaq	59.13	-0.64	-1.07
F100 FTSE 100	15.26	0.05	0.33
ASIA Asia Tech	20.05	-0.38	-1.86
IEU Europe	97.42	-0.51	-0.52
IEM Emerging Markets	93.91	-1.69	-1.77
Gold Gold	55.06	-1.73	-3.05
ACDC Battery Tech	122.38	-4.45	-3.51

COMMODITIES	Close($)	-/+	%
Gold	4,311.69	-16.9125	-0.39
Silver	63.91	-0.3343	-0.52
Platinum	1,727.72	-12.4497	-0.72
Palladium	1,294.75	-16.3333	-1.25
Ice Brent Crude	95.19	4.7	5.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7141	-0.0003	-0.04
Euro	1.1581	-0.0011	-0.09
British Pound	1.3506	-0.0009	-0.07
Canadian Dollar	1.3907	0.0014	0.1
New Zealand Dollar	0.5850	-0.0041	-0.7
Chinese Yuan	6.7219	0.0017	0.03
Japanese Yen	160.2400	0.07	0.04

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	-4.94%	145.45%	0.32 0.89
BGL	Bellevue Gold Limited	1.58	-2.77%	0.00%	0.87 2.00
BHP	Bhp Group Ltd	64.77	-3.1%	56.53%	39.30 68.77
FMG	Fortescue Ltd	16.73	-3.93%	-5.99%	17.10 23.38
NHC	New Hope Corporation Ltd	6.04	-1.15%	35.18%	3.77 6.18
WHC	Whitehaven Coal Limited	8.44	-2.43%	28.15%	5.94 9.90
NEM	Newmont Cdi	169.48	-3.73%	0.00%	113.66 190.91
NXG	Nexgen Ene Cdi	13.78	-6.19%	0.00%	11.40 20.47
SFR	Sandfire Resources Limited	22.15	-3.99%	83.82%	12.02 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
GNC	Graincorp	6.76	7.99
SHV	Select Harvests	4.80	5.73
TLX	Telix Pharmaceut	15.85	3.8
CNI	Centuria Capital	1.25	3.31
BAP	Bapcor	0.81	3.21
4DX	4dmedical	3.52	2.92
PYC	Pyc Therapeutics	2.36	2.84
CPU	Computershare	40.84	2.81
IAG	Insurance Austra	8.09	2.8
CGF	Challenger	9.77	2.79

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
29M	29metals	0.35	-10.39
ZIM	Zimplats Holding	16.20	-9.5
USL	Unico Silver	0.81	-9.04
IPX	Iperionx	2.83	-8.71
SLX	Silex Systems	4.82	-8.29
FFM	Firefly Metals	1.74	-7.96
CSC	Capstone Cdi	15.16	-7.67
EQR	Eq Resources	0.39	-7.65
BMN	Bannerman Energy	4.06	-7.63
AMI	Aurelia Metals	0.43	-7.61

OPINION

Latest Market Matters Opinions

02/09/2026 09:47

The Bottom Line

We believe signs are emerging the that “AI Disruption Trade” is overdone but the current bond market turmoil is likely to weigh on the sector short term.

02/09/2026 09:46

Core ETF Portfolio

The Market Matters Core ETF Portfolio is a well-balanced, diversified ASX-listed ETF portfolio dynamically managed to ensure optimal asset allocation – Click here to view

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Morning report 02/09/2026

Afternoon Report

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Afternoon report 01/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 28/08/2026

Dalrymple Bay Infrastructure (ASX: DBI)

Hi guys, DBI: Plenty of analysis around including MM on this infrastructure stock and I have owned it for 6 years so very happy with price growth and annual distributions. What I was interested in is your thinking for 2031 – the reset year for all their 11 customers. I am trying to get my head around whether the negotiations at that forward time are likely to be positive, super positive, negative or just ho-hum for impact. Broker coverage seems negligible on this important timeline. My current thinking is that their customers are sort of locked in by geography of their mines and the DBI terminal. Were they to change coal handling terminals I suspect (but don’t really know) that extra freight costs will weigh heavily. And is DBI charge per tonne more, less or similar to potential infrastructure rivals? Any thoughts you have on this aspect of DBI gratefully appreciated to firm up whether I add to my current holdings. Cheers DavidO

Ask James

Question asked 28/08/2026

Smart Group Ltd (ASX: SIQ) and Emeco Holdings Ltd (ASX: EHL)

Hi Market Matters Team Can I have your current view on SIQ -Smart Group and EHL - Emeco. Both have reported. While EHL has improved by 10% SIQ has fallen around 20%. SIQ hit a high 0f $13.65 earlier this month. I should have taken part profit as you advised in June. Where do you see SIQ & EHL in the next few months? regards Debbie

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