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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

1.71%

ABG.AX

ASK.AX

-0.32%

AX1.AX

3.23%

AIS.AX

3.74%

AGL.AX

-0.86%

AIZ.AX

AAI.AX

6.59%

ALK.AX

3.7%

A4N.AX

2.8%

ALQ.AX

0.59%

AMC.AX

-1.34%

AOV.AX

1.24%

AMP.AX

-0.82%

AEL.AX

-0.71%

ALD.AX

0.72%

ASL.AX

14.48%

ANN.AX

1.01%

ANZ.AX

0.67%

APA.AX

-0.32%

ARU.AX

ARB.AX

0.92%

ARF.AX

0.55%

ARG.AX

0.33%

ALL.AX

0.1%

AYA.AX

-2.53%

APZ.AX

-1.64%

ASX.AX

0.08%

ALX.AX

1.24%

AUB.AX

-0.52%

AIA.AX

0.42%

AZJ.AX

0.56%

AUC.AX

4.27%

ABB.AX

5.85%

ASB.AX

-0.15%

AAC.AX

-0.69%

ACL.AX

-2.57%

AEF.AX

0.2%

AFG.AX

1.39%

AFI.AX

0.85%

AUI.AX

ASG.AX

2.62%

BOQ.AX

-0.15%

BMN.AX

2.65%

BAP.AX

-3.33%

BCI.AX

BPT.AX

1.32%

BLX.AX

2.61%

BGA.AX

-1.62%

BGL.AX

-1.74%

BEN.AX

2.05%

BHP.AX

1.6%

BKI.AX

0.29%

BC8.AX

5.38%

XYZ.AX

1.76%

BSL.AX

1.95%

BOE.AX

-3.8%

BXB.AX

-0.43%

BVS.AX

-1.85%

BRE.AX

-3.02%

BRG.AX

1.83%

BGP.AX

BFL.AX

BWP.AX

1.49%

CMM.AX

3.36%

CSC.AX

3.22%

CAR.AX

2.01%

CIN.AX

1.42%

CYL.AX

2.4%

CAT.AX

2.14%

CWP.AX

-2.01%

CNI.AX

0.48%

CIP.AX

0.6%

COF.AX

-0.86%

CHN.AX

8.82%

CGF.AX

-1.36%

CIA.AX

4.08%

CHC.AX

-2.13%

CLW.AX

0.72%

CQR.AX

1.22%

CQE.AX

-4.91%

CNU.AX

0.37%

C79.AX

CVL.AX

2.5%

CU6.AX

-5.39%

CWY.AX

1.57%

CUV.AX

-3.4%

CBO.AX

-0.68%

COH.AX

1.4%

CDA.AX

3.81%

COL.AX

0.6%

CKF.AX

0.66%

CBA.AX

0.32%

CPU.AX

0.55%

CEN.AX

-0.6%

CXO.AX

CRN.AX

-5.71%

CCP.AX

-0.71%

CMW.AX

2.08%

CSL.AX

0.7%

CCL.AX

-0.94%

DBI.AX

-1.2%

DTL.AX

0.98%

DTR.AX

7.32%

DYL.AX

4.17%

DRR.AX

2.43%

DVP.AX

6.65%

DXS.AX

DXI.AX

0.37%

DDR.AX

-0.2%

DGT.AX

0.36%

DUI.AX

1.13%

DJW.AX

-0.32%

DMP.AX

-1.86%

DOW.AX

0.5%

DPM.AX

3.92%

DRO.AX

7.91%

DNL.AX

1.23%

APE.AX

6.29%

EBO.AX

2.04%

ELD.AX

1.6%

EOS.AX

2.71%

ELV.AX

4.79%

ELS.AX

0.33%

EHL.AX

EMR.AX

1.57%

EDV.AX

0.27%

EOL.AX

2.46%

ERA.AX

EQT.AX

-1.68%

EVN.AX

3.17%

EVT.AX

-0.52%

FCL.AX

1.12%

FFM.AX

3.96%

FPH.AX

1.61%

FPR.AX

2.44%

FBU.AX

1.27%

FLT.AX

-1.3%

FML.AX

1.45%

FMG.AX

1.74%

FRW.AX

FGX.AX

FGG.AX

0.33%

GEM.AX

0.72%

GLF.AX

-1.57%

GDG.AX

2.05%

GNE.AX

0.48%

GMD.AX

4.29%

GTK.AX

0.54%

GNP.AX

3.8%

GMG.AX

1.46%

GPT.AX

-0.36%

GQG.AX

-1.95%

GNG.AX

0.72%

GNC.AX

1.85%

GGP.AX

2.56%

GOZ.AX

1.19%

GCI.AX

0.49%

GYG.AX

1.18%

GWA.AX

0.82%

HSN.AX

-1.28%

HVN.AX

0.86%

HLS.AX

-0.53%

HGH.AX

-1.53%

HM1.AX

0.64%

HLI.AX

1.05%

HMC.AX

-4.79%

HDN.AX

-0.36%

HUB.AX

2.04%

IEL.AX

3.6%

IGO.AX

2.6%

ILU.AX

4.41%

IMD.AX

3.21%

IMM.AX

1.27%

IFT.AX

0.21%

INA.AX

-0.94%

ING.AX

2.93%

IFL.AX

0.44%

IAG.AX

0.25%

IDX.AX

0.41%

IPX.AX

3.78%

IPH.AX

3.93%

IRE.AX

-0.47%

JHX.AX

1.26%

JBH.AX

0.77%

JDO.AX

-0.58%

JIN.AX

0.36%

JMS.AX

1.89%

KAR.AX

3.34%

KLS.AX

0.69%

KCN.AX

1.1%

KKC.AX

L1G.AX

0.47%

LSF.AX

2.07%

LRV.AX

9.31%

LFS.AX

3.86%

LLC.AX

1.4%

LFG.AX

2.23%

360.AX

0.12%

LIC.AX

-2.78%

LNW.AX

3.12%

LIN.AX

-2.67%

LTR.AX

5.46%

LOV.AX

-2.36%

LYL.AX

1.19%

LYC.AX

2.38%

MA1.AX

0.5%

MAF.AX

0.09%

MGH.AX

8.01%

MAH.AX

3.88%

MQG.AX

0.63%

MAQ.AX

3.17%

MAD.AX

1.32%

MFG.AX

3.9%

MMS.AX

1.25%

MPL.AX

0.21%

MEK.AX

1.89%

MP1.AX

2.46%

MCY.AX

1.1%

MEZ.AX

MSB.AX

-0.34%

MTM.AX

8.86%

MLX.AX

3.29%

MTS.AX

0.61%

MOT.AX

-1.87%

MXT.AX

MFF.AX

MGX.AX

4.71%

MIN.AX

6.17%

MI6.AX

6.1%

MIR.AX

MGR.AX

0.48%

MND.AX

3.03%

MYR.AX

-1.05%

MYS.AX

-3.15%

NAN.AX

NAB.AX

-0.02%

NSR.AX

NGI.AX

NWL.AX

3.01%

NEU.AX

1.23%

NHC.AX

1.79%

NMG.AX

4.17%

NEM.AX

5.21%

NWS.AX

-1.17%

NXG.AX

8.62%

NXT.AX

6.62%

NHF.AX

0.14%

NCK.AX

9.88%

NIC.AX

2.65%

NEC.AX

0.44%

NST.AX

4.07%

NWH.AX

0.99%

NUF.AX

3.64%

NXL.AX

3.53%

OCL.AX

0.45%

OML.AX

1.15%

OPH.AX

0.32%

OBM.AX

4.39%

ORI.AX

0.12%

ORG.AX

1.53%

ORA.AX

1.38%

PDN.AX

7.04%

PNR.AX

4.38%

PPC.AX

0.99%

PPM.AX

0.91%

PRN.AX

-0.68%

PPT.AX

-1%

PCI.AX

PRU.AX

3.78%

PXA.AX

0.07%

PNI.AX

2.3%

PL8.AX

0.35%

PLS.AX

2.04%

PGF.AX

PNV.AX

2.03%

PDI.AX

PMV.AX

1.89%

PME.AX

2.27%

PFP.AX

-0.2%

PWH.AX

-0.4%

PYC.AX

0.67%

QAN.AX

-0.1%

QBE.AX

-0.45%

QOR.AX

1.74%

QAL.AX

0.26%

QRI.AX

0.32%

QUB.AX

-0.42%

RAC.AX

4.8%

RMS.AX

7.2%

RHC.AX

-0.26%

REA.AX

1.17%

RDX.AX

0.69%

REH.AX

2.84%

RG1.AX

-0.93%

RF1.AX

0.29%

RPL.AX

2.22%

RGN.AX

0.41%

REG.AX

-1.78%

RRL.AX

3.63%

RWC.AX

4.89%

RMD.AX

0.38%

RSG.AX

7.56%

SGLLV.AX

RIC.AX

2.35%

RIO.AX

1.01%

RUL.AX

-0.2%

RFF.AX

-0.98%

RYM.AX

SFR.AX

4.2%

SMI.AX

4.73%

STO.AX

1.51%

SCG.AX

SEK.AX

2.2%

SHV.AX

0.97%

SRV.AX

2.13%

SSM.AX

2.25%

SGH.AX

0.9%

SHA.AX

0.67%

SIG.AX

-1.67%

SLX.AX

7.69%

SGM.AX

1.05%

SDR.AX

1.94%

SKC.AX

2.6%

SPZ.AX

0.78%

SIQ.AX

1.67%

SHL.AX

-0.13%

S32.AX

2.97%

SX2.AX

5.74%

SXE.AX

1.2%

SPK.AX

SRG.AX

0.68%

SBM.AX

6.36%

SMR.AX

1.68%

SDF.AX

-0.19%

SGP.AX

0.85%

SNZ.AX

0.89%

SUN.AX

0.23%

SRL.AX

4.21%

SUL.AX

0.69%

SLC.AX

1.59%

SNL.AX

-1.45%

SYL.AX

1.2%

TAH.AX

-1.5%

TEA.AX

1.45%

TNE.AX

0.07%

TLX.AX

0.68%

TLS.AX

0.41%

TPW.AX

1.77%

A2M.AX

1.66%

TLC.AX

0.97%

SGR.AX

TVN.AX

TWR.AX

2.58%

TPG.AX

TCL.AX

0.42%

TWE.AX

1.23%

TUA.AX

-1.95%

TCG.AX

7.41%

TYR.AX

1.49%

USL.AX

14.56%

UNI.AX

-1.45%

VAU.AX

3.34%

VNT.AX

1.88%

VCX.AX

0.4%

VGN.AX

-0.58%

VGL.AX

1.36%

VEA.AX

0.97%

VUL.AX

1.01%

VSL.AX

-1.91%

WA1.AX

3.66%

WGN.AX

1.92%

WAM.AX

WGB.AX

-1.2%

WLE.AX

-0.38%

SOL.AX

0.2%

WPR.AX

0.38%

WEB.AX

-1.19%

WBT.AX

-1.88%

WES.AX

-0.06%

WAF.AX

7.75%

WGX.AX

5.31%

WBC.AX

-0.03%

WHF.AX

1.51%

WHC.AX

0.64%

WIA.AX

4.17%

WTN.AX

WTC.AX

-4.2%

WDS.AX

0.83%

WOW.AX

0.2%

WOR.AX

0.48%

XRO.AX

-0.02%

YAL.AX

-0.4%

ZIM.AX

4.36%

ZIP.AX

4.18%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.68	1.33	0.92
SSO ASX Small Caps	17.82	0.63	3.66
IVV S&P 500	68.93	0.54	0.79
NDQ Nasdaq	56.58	0.67	1.2
F100 FTSE 100	15.14	0.13	0.87
ASIA Asia Tech	14.13	0.1	0.71
IEU Europe	102.82	0.54	0.53
IEM Emerging Markets	82.79	0.65	0.79
Gold Gold	60.86	0.96	1.6
ACDC Battery Tech	140.20	3.05	2.22

COMMODITIES	Close($)	-/+	%
Gold	4,431.39	93.4	2.15
Silver	68.80	1.6614	2.47
Platinum	2,073.20	100.3483	5.09
Palladium	1,745.00	31.3101	1.83
Ice Brent Crude	60.55	0.73	1.22
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6657	0.0047	0.71
Euro	1.1763	0.0055	0.47
British Pound	1.3452	0.0077	0.58
Canadian Dollar	1.3741	-0.006	-0.43
New Zealand Dollar	0.5794	0.004	0.7
Chinese Yuan	7.0367	-0.0041	-0.06
Japanese Yen	156.9500	-0.8	-0.51

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
DBI	Dalrymple Bay Infrastructure Ltd	4.96	-1.2%	43.84%	3.39 5.02
DDR	Dicker Data Ltd	10.21	-0.2%	22.96%	7.58 10.94
GQG	Gqg Partners Inc	1.76	-1.95%	-20.22%	1.43 2.61
HUB	Hub24 Ltd	97.76	2.04%	37.90%	48.84 122.03
JHX	James Hardie Ind	30.50	1.26%	-40.98%	24.41 55.18
MGR	Mirvac Group	2.08	0.48%	7.81%	1.81 2.46
NSR	National Storage Reit	2.79	0%	17.72%	2.05 2.81
PDN	Paladin Energy Ltd	9.73	7.04%	16.39%	3.93 9.95
WTC	Wisetech Global Ltd	67.23	-4.2%	-41.15%	61.49 130.50
XRO	Xero Ltd	115.62	-0.02%	-30.45%	108.20 196.52

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
USL	Unico Silver	0.91	14.56
ASL	Andean Silver	2.53	14.48
NCK	Nick Scali	23.25	9.88
LRV	Larvotto Resourc	1.12	9.31
MTM	Metallium	0.86	8.86
CHN	Chalice Mining	2.22	8.82
NXG	Nexgen Ene Cdi	13.99	8.62
MGH	Maas Group Holdi	5.26	8.01
CXO	Core Lithium	0.27	8
DRO	Droneshield	3.00	7.91

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CRN	Coronado Global	0.33	-5.71
CU6	Clarity Pharmace	3.16	-5.39
CQE	Charter Hall Soc	3.10	-4.91
HMC	Hmc Capltd Fpo	3.78	-4.79
WTC	Wisetech Global	67.23	-4.2
BOE	Boss Energy	1.27	-3.8
CUV	Clinuvel Pharmac	12.78	-3.4
BAP	Bapcor	2.03	-3.33
MYS	Mystate	4.61	-3.15
BRE	Brazilian Rare	4.17	-3.02

OPINION

Latest Market Matters Opinions

22/12/2025 16:43

NCK +9.9%: The furniture and homewares retailer upgraded its first-half earnings outlook, lifting 1H net profit guidance to $37–39mn from $33–35mn, reflecting stronger-than-expected trading across Australia and New Zealand. The company now expects 1H ANZ revenue growth of 10–12% YoY, comfortably ahead of its prior 7–9% target — a signal that order momentum remains robust despite a softer retail backdrop.

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Ask James ASK A QUESTION

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Question asked 20/12/2025

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback. Merry Christmas to James and team.

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