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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-4.96%

ABG.AX

2.17%

AIS.AX

1.23%

AGL.AX

1.64%

A1M.AX

-5.33%

AIZ.AX

3.33%

AAI.AX

0.23%

ALK.AX

-0.91%

A4N.AX

-2.25%

ALQ.AX

1.12%

AMC.AX

-0.09%

AOV.AX

0.19%

AMP.AX

1.42%

AEL.AX

1.61%

ALD.AX

-0.69%

ANN.AX

-1.91%

ANZ.AX

2.03%

APA.AX

0.36%

ARU.AX

-3.13%

ARB.AX

-0.27%

ARF.AX

0.57%

ARG.AX

0.11%

ALL.AX

0.72%

APZ.AX

ASX.AX

2.48%

ALX.AX

2.05%

AIA.AX

0.45%

AXQ.AX

-2.25%

AMI.AX

-1.16%

AZJ.AX

0.26%

AFI.AX

0.81%

AUC.AX

1.22%

ABB.AX

2.15%

ASB.AX

-2.04%

AUB.AX

0.55%

AAC.AX

0.75%

ACL.AX

2.38%

AUI.AX

0.37%

BMN.AX

-0.27%

BAP.AX

-2.59%

BCI.AX

1.96%

BPT.AX

2.75%

BGA.AX

0.24%

BGL.AX

0.18%

BEN.AX

2.06%

BNZ.AX

-1.78%

BHP.AX

-0.83%

BOQ.AX

2.19%

BKI.AX

0.85%

XYZ.AX

0.82%

BSL.AX

-1.07%

BOE.AX

1.51%

BXB.AX

0.55%

BVS.AX

-2.46%

BRE.AX

0.5%

BRG.AX

0.13%

BTR.AX

1.65%

BFL.AX

-0.64%

BWP.AX

1.13%

CMM.AX

0.41%

CSC.AX

-1.8%

CAR.AX

1.33%

CIN.AX

1.19%

CYL.AX

0.67%

CAT.AX

2.15%

CWP.AX

1.59%

CNI.AX

1.33%

CIP.AX

1.26%

COF.AX

0.87%

CGF.AX

1.79%

CIA.AX

-16.37%

CLW.AX

1.98%

CHC.AX

3.18%

CQR.AX

0.55%

CQE.AX

1.24%

CNU.AX

0.95%

C79.AX

0.14%

CVL.AX

0.93%

CU6.AX

7.03%

CWY.AX

CBO.AX

8.27%

COH.AX

1.44%

CDA.AX

-0.36%

CGS.AX

-0.29%

COL.AX

-0.86%

CKF.AX

-0.84%

CPU.AX

-0.84%

CEN.AX

-1.47%

CXO.AX

-5.32%

CCP.AX

-1.47%

CMW.AX

2.27%

CSL.AX

0.22%

CCL.AX

-0.75%

CBA.AX

2.09%

DYL.AX

-1.88%

DBI.AX

-1.26%

DTL.AX

-0.53%

DRR.AX

DVP.AX

-6.41%

DXI.AX

1.28%

DXS.AX

1.6%

DDR.AX

-1.82%

DGT.AX

0.23%

DJW.AX

0.5%

DMP.AX

0.85%

DOW.AX

1.15%

DPM.AX

-1.37%

DRO.AX

-1.88%

DUR.AX

-5.71%

DNL.AX

-1.26%

APE.AX

-1.22%

EBO.AX

-0.53%

ELD.AX

1.48%

EOS.AX

-0.77%

ELV.AX

-9.12%

ELS.AX

-19.5%

EHL.AX

-0.19%

EMR.AX

-1.59%

EDV.AX

EQR.AX

EQT.AX

-0.33%

EUR.AX

EVN.AX

0.63%

EVT.AX

-1.13%

FPH.AX

-0.08%

FDC.AX

1.12%

FCL.AX

6.81%

FFM.AX

-4.64%

FPR.AX

0.1%

FBU.AX

0.37%

FLT.AX

-0.93%

FML.AX

-1.97%

FRS.AX

-1.59%

FMG.AX

0.14%

FGX.AX

FGG.AX

0.62%

GLF.AX

0.52%

GDG.AX

-2.19%

GNE.AX

1.07%

GMD.AX

1.05%

GNP.AX

4.86%

GMG.AX

2.29%

GPT.AX

1.92%

GQG.AX

-2.01%

GNG.AX

-1.26%

GNC.AX

0.62%

GGP.AX

0.45%

G6M.AX

GOZ.AX

0.39%

GCI.AX

GYG.AX

-0.54%

GWA.AX

HSN.AX

-2.22%

HVN.AX

1.25%

HGH.AX

3.09%

HM1.AX

HLI.AX

2.46%

HMC.AX

-0.34%

HDN.AX

1.14%

HUB.AX

0.88%

IEL.AX

IGO.AX

-0.19%

ILU.AX

3.69%

IMD.AX

-0.3%

IFT.AX

0.4%

INA.AX

1.81%

ING.AX

0.74%

IAG.AX

1.51%

IDX.AX

-13.94%

IPG.AX

-1.26%

IPX.AX

16.19%

IPH.AX

2.83%

IRE.AX

-0.45%

JHX.AX

-0.35%

JBH.AX

-3.29%

JDO.AX

1.08%

KAR.AX

1.79%

KLS.AX

0.26%

KCN.AX

-0.11%

KKC.AX

-1.26%

GLS.AX

0.5%

LGF.AX

-1.33%

L1G.AX

1.33%

LSF.AX

-1.36%

LFS.AX

LLC.AX

1.75%

LFG.AX

-0.9%

360.AX

0.87%

LIC.AX

0.71%

LNW.AX

-2.72%

LIN.AX

1.16%

LTR.AX

-4.96%

LOV.AX

-0.02%

LYL.AX

-1.48%

LYC.AX

3.16%

MA1.AX

0.27%

MAF.AX

0.65%

MGH.AX

-1.37%

MAH.AX

0.76%

MQG.AX

1.25%

MAQ.AX

1.43%

MAD.AX

-9.33%

MFG.AX

1.82%

MMS.AX

-1.33%

MPL.AX

2.24%

MP1.AX

-2.68%

MCY.AX

1.03%

MEZ.AX

-1.57%

MSB.AX

21.28%

MLX.AX

-0.89%

MTS.AX

MEI.AX

1.06%

MXT.AX

0.61%

MFF.AX

0.77%

MIN.AX

-0.55%

MI6.AX

-2.17%

MIR.AX

MGR.AX

0.69%

MND.AX

-0.24%

MYS.AX

1.21%

NAN.AX

-0.5%

NAB.AX

2.52%

NGI.AX

1.66%

NWL.AX

-0.31%

NEU.AX

6.23%

NHC.AX

1.71%

NMG.AX

6.78%

NEM.AX

0.38%

NWS.AX

-1.94%

NXG.AX

0.4%

NXT.AX

-2.54%

NHF.AX

1.08%

NCK.AX

-1.39%

NIC.AX

-0.79%

NEC.AX

1.87%

NST.AX

-0.96%

NWH.AX

-0.31%

NUF.AX

-0.32%

NXL.AX

-3.13%

OCL.AX

-3.06%

OML.AX

-0.3%

OPH.AX

OBM.AX

2.82%

ORI.AX

-0.88%

ORG.AX

1.33%

ORA.AX

0.5%

PDN.AX

0.38%

PNR.AX

2.39%

PDI.AX

1.71%

PPC.AX

0.36%

PPM.AX

1.46%

PRN.AX

-0.76%

PPT.AX

0.64%

PCI.AX

PRU.AX

0.42%

PXA.AX

0.89%

PNI.AX

1.92%

PL8.AX

PLS.AX

-7.69%

PGF.AX

0.64%

PNV.AX

2.89%

PMV.AX

-1.35%

PME.AX

0.19%

PWH.AX

-0.52%

PYC.AX

-2.16%

QAN.AX

0.29%

QBE.AX

1.02%

QRI.AX

1.03%

QAL.AX

1.28%

RMS.AX

-1.39%

RHC.AX

-1.17%

REA.AX

-0.75%

RDX.AX

-1.72%

REH.AX

0.38%

RF1.AX

-0.99%

RG1.AX

-1.25%

RPL.AX

0.95%

RGN.AX

1.77%

REG.AX

-0.21%

RRL.AX

-0.61%

RWC.AX

-0.35%

RMD.AX

0.51%

RSG.AX

2.85%

SGLLV.AX

0.43%

RIC.AX

0.77%

RIO.AX

-0.88%

RXL.AX

0.9%

RFF.AX

1.3%

RYM.AX

0.69%

SFR.AX

-1.58%

STO.AX

0.89%

SCG.AX

SEK.AX

0.3%

SHV.AX

0.88%

SRV.AX

-1.32%

SGH.AX

0.96%

SHA.AX

-3.09%

SIG.AX

SLX.AX

-0.28%

SGM.AX

-2.09%

SDR.AX

-0.29%

SKS.AX

-2.67%

SKC.AX

SIQ.AX

-1.74%

SHL.AX

0.64%

S32.AX

-1.8%

SX2.AX

-1.73%

SPK.AX

2.44%

SRG.AX

-0.29%

SSM.AX

1.14%

SBM.AX

1.49%

SMR.AX

1.36%

SDF.AX

0.09%

SXE.AX

1.24%

SGP.AX

0.84%

SKG.AX

1.4%

SNZ.AX

0.97%

SUN.AX

-1.52%

SRL.AX

-1.45%

SUL.AX

-3.65%

SLC.AX

0.37%

SNL.AX

-1.11%

SYL.AX

-0.79%

TAH.AX

3.82%

TEA.AX

-1.15%

TNE.AX

-0.99%

TLX.AX

3.83%

TLS.AX

0.93%

TPW.AX

1.56%

A2M.AX

1.94%

KOA.AX

2.75%

TLC.AX

0.85%

SGR.AX

3.85%

TWR.AX

-2.37%

TPG.AX

1.59%

TCL.AX

0.81%

TWE.AX

0.68%

TUA.AX

-4.56%

TCG.AX

5.84%

UNI.AX

0.14%

VAU.AX

1.08%

VNT.AX

-0.52%

VCX.AX

0.63%

VGN.AX

-3.07%

VMM.AX

-1.54%

VGL.AX

0.88%

VEA.AX

-1.41%

VUL.AX

1.95%

VSL.AX

-2.44%

WA1.AX

5.14%

WGN.AX

-1.88%

WGB.AX

-0.49%

WLE.AX

-0.78%

WAM.AX

SOL.AX

0.98%

WPR.AX

2.12%

WQG.AX

WEB.AX

-1.1%

WBT.AX

-1.16%

WES.AX

-4.29%

WAF.AX

1.48%

WGX.AX

1.21%

WBC.AX

1.86%

WHF.AX

0.65%

WHC.AX

1.48%

WIA.AX

-1.23%

WTC.AX

-1.73%

WDS.AX

1.57%

WOW.AX

-3.14%

WOR.AX

-0.36%

XRO.AX

-1%

YAL.AX

1.91%

ZIM.AX

-5.9%

ZIP.AX

6.3%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.34	0.74	0.5
SSO ASX Small Caps	13.62	0.01	0.07
IVV S&P 500	72.83	-0.18	-0.25
NDQ Nasdaq	60.80	-0.63	-1.03
F100 FTSE 100	15.17	0.02	0.13
ASIA Asia Tech	18.75	-0.37	-1.94
IEU Europe	94.94	0.17	0.18
IEM Emerging Markets	89.55	-0.63	-0.7
Gold Gold	52.30	-0.09	-0.17
ACDC Battery Tech	102.08	-1.79	-1.72

COMMODITIES	Close($)	-/+	%
Gold	4,043.01	-24.0271	-0.59
Silver	53.39	-0.5861	-1.09
Platinum	1,523.77	-14.347	-0.93
Palladium	1,009.21	-1.54	-0.15
Ice Brent Crude	114.34	0.46	0.4
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7054	0.0001	0.01
Euro	1.1138	-0.0014	-0.13
British Pound	1.3317	-0.0008	-0.06
Canadian Dollar	1.3986	-0.0008	-0.06
New Zealand Dollar	0.5619	-0.0005	-0.09
Chinese Yuan	6.6612	-0.0048	-0.07
Japanese Yen	157.8400	0.02	0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.71	-5.33%	64.84%	0.42 0.94
BGL	Bellevue Gold Limited	1.43	0.18%	27.23%	1.06 2.00
BHP	Bhp Group Ltd	57.55	-0.84%	33.92%	40.18 68.77
FMG	Fortescue Ltd	14.53	0.14%	-29.97%	14.13 23.38
NHC	New Hope Corporation Ltd	5.96	1.62%	46.87%	3.77 6.61
WHC	Whitehaven Coal Limited	7.91	1.48%	10.18%	6.66 9.90
NEM	Newmont Cdi	159.64	0.4%	0.00%	119.95 190.91
NXG	Nexgen Ene Cdi	12.58	0.48%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.24	-1.63%	33.05%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MSB	Mesoblast	2.28	21.28
IPX	Iperionx	2.44	16.19
CBO	Cobram Estate	2.75	8.27
CU6	Clarity Pharmace	1.68	7.03
FCL	Fineos Corporati	2.04	6.81
NMG	New Murchison Go	0.06	6.78
ZIP	Zip Co	1.86	6.3
NEU	Neuren Pharma	20.13	6.23
TCG	Turaco Gold	0.73	5.84
WA1	Wa1 Resources	9.21	5.14

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ELS	Elsight	2.27	-19.5
CIA	Champion Iron	1.89	-16.37
IDX	Integ Diag Fpo	1.79	-13.94
MAD	Mader Group	5.59	-9.33
ELV	Elevra Lth Fpo	3.39	-9.12
PLS	Pls Group Limite	2.76	-7.69
DVP	Develop Global	3.94	-6.41
ZIM	Zimplats Holding	13.08	-5.9
DUR	Duratec	2.07	-5.71
A1M	Aic Mines	0.71	-5.33

OPINION

Latest Market Matters Opinions

29/10/2026 09:37

Microsoft (MSFT) $US531.01

Microsoft (MSFT) reported after the close and was trading around 3% higher after hours, after delivering another strong quarter led by Azure and broader cloud growth.

29/10/2026 09:37

Alphabet (GOOGL) reported after the close and was trading around 9% lower after hours, with the market focusing on softer Search and advertising trends, weaker margins and the scale of AI-related capital spending despite another exceptional quarter from Google Cloud.

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What Matters Today: Should we fade Wednesday’s hot CPI print?

Morning report 29/10/2026

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The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

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Ask James ASK A QUESTION

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Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

HI MM Team of very insightful market commentaries (and a very friendly team to engage with). Re Wesfarmers (ASX: WES) has been on your Hit List for a while I note the overall market analysis rating WES is a Sell to Strong Sell the stock appears to have great recovery drivers and keen buyers at lower levels i.e. around $72-75. I am interested given your recent portfolio buy of JBH as to what is your current view on WES and comparison to JBH? Thanks Steve K

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Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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Why is Elsight (ASX: ELS) plunging over 20%?

Elsight (ELS) is down ~24.5% today, a continuation of yesterday's 17% drop following a severe Q3 revenue miss.

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Sandfire Resources Ltd(ASX: SFR) is soaring ~5% today

Sandfire is soaring this morning driven by a wave of analyst upgrades following its Q1 FY27 production report released on October 27.

ASX: SFR 28/10/2026

Morning Report

What Matters Today: Should we fade Wednesday’s hot CPI print?

Morning report 29/10/2026

Afternoon Report

The Match Out: Miners & Tech lead early before hot CPI puts the brakes on ASX rally

Afternoon report 28/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/10/2026

Wesfarmers (ASX: WES) Update please

Ask James

Question asked 24/10/2026

Are you buyers of GQG Partners (ASX: GQG)?

Hi James, Shawn and Team, GQG was trading 50% below it's issue price when it went ex-div today (Wed 21/10). My question is are you a buyer at this price? Thanks Jeremy

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