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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-5.81%

ABG.AX

-0.48%

ASK.AX

0.7%

A1G.AX

AGL.AX

0.69%

A1M.AX

AIZ.AX

-1.35%

AAI.AX

0.43%

ALK.AX

-4.57%

A4N.AX

-0.74%

ALQ.AX

-0.09%

AMC.AX

-0.16%

AOV.AX

-0.29%

AMP.AX

-0.85%

ALD.AX

4.41%

ANN.AX

-0.96%

ANZ.AX

-0.62%

APA.AX

0.71%

ARU.AX

-0.77%

ARB.AX

-0.69%

ARF.AX

ARG.AX

-0.8%

ALL.AX

-1.42%

AYA.AX

-3.23%

APZ.AX

ASX.AX

-0.15%

ALX.AX

-0.12%

AUB.AX

-0.51%

AIA.AX

0.15%

AZJ.AX

0.24%

AUC.AX

1.52%

ABB.AX

0.74%

ASB.AX

3.48%

AAC.AX

-1.5%

AEF.AX

-4.62%

AFG.AX

-0.73%

AFI.AX

-0.45%

AUI.AX

-0.65%

ASG.AX

-2.22%

BOQ.AX

-9.28%

BMN.AX

-3.13%

BCI.AX

BPT.AX

0.22%

BGA.AX

-1.76%

BGL.AX

-1.3%

BEN.AX

-2.71%

BNZ.AX

-2.12%

BHP.AX

1.19%

BKI.AX

-0.29%

BC8.AX

-2.33%

XYZ.AX

-1.14%

BSL.AX

0.82%

BOE.AX

-1.49%

BXB.AX

-0.18%

BVS.AX

0.91%

BRE.AX

-1.24%

BRG.AX

0.48%

BGP.AX

BFL.AX

BWP.AX

0.13%

CMM.AX

-1.68%

CSC.AX

-4.62%

CAR.AX

-0.58%

CIN.AX

CYL.AX

-2.13%

CAT.AX

-2.8%

CWP.AX

-1.24%

CNI.AX

0.15%

CIP.AX

-0.17%

COF.AX

0.27%

CHN.AX

-1.55%

CGF.AX

0.3%

CIA.AX

0.89%

CHI.AX

CHC.AX

-1.46%

CLW.AX

0.42%

CQR.AX

0.91%

CQE.AX

0.37%

CNU.AX

1.01%

C79.AX

3.69%

CVL.AX

-1.41%

CU6.AX

-1.95%

CWY.AX

1.05%

CBO.AX

-0.56%

COH.AX

-37.62%

CDA.AX

-0.9%

COL.AX

0.41%

CKF.AX

0.41%

CBA.AX

-1.29%

CPU.AX

-1.4%

CEN.AX

-0.26%

CXO.AX

1.33%

CCP.AX

-0.7%

CMW.AX

-0.61%

CSL.AX

-3.55%

CCL.AX

-0.82%

DBI.AX

0.38%

DTL.AX

-0.13%

DTR.AX

-3.57%

DYL.AX

-2.85%

DRR.AX

0.36%

DVP.AX

-0.93%

DXS.AX

0.16%

DXI.AX

-0.41%

DDR.AX

DGT.AX

-3.35%

DUI.AX

DJW.AX

DMP.AX

-0.76%

DOW.AX

1.81%

DPM.AX

-4.15%

DRO.AX

-1.05%

DUR.AX

DNL.AX

1.25%

APE.AX

-1.34%

EBO.AX

-4.11%

EIQ.AX

-4.17%

ELD.AX

-0.66%

EOS.AX

-0.76%

ELV.AX

2.31%

ELS.AX

-0.14%

EHL.AX

-0.6%

EMR.AX

-2.62%

EDV.AX

0.59%

ERA.AX

-12.5%

EQR.AX

-0.83%

EQT.AX

-1.45%

EVN.AX

-3.82%

EVT.AX

-0.11%

FCL.AX

1.15%

FFM.AX

-1.16%

FPH.AX

-1.17%

FPR.AX

1.87%

FBU.AX

-1.69%

FLT.AX

-1.69%

FML.AX

-3.86%

FRS.AX

1.09%

FMG.AX

FRW.AX

FGX.AX

FGG.AX

0.31%

GLN.AX

-2.06%

GLF.AX

1.74%

GDG.AX

-15.65%

GNE.AX

-1.06%

GMD.AX

-2.84%

GTK.AX

-1.09%

GNP.AX

-1.13%

GMG.AX

-0.83%

GPT.AX

0.84%

GQG.AX

-0.15%

GNG.AX

-0.22%

GNC.AX

1.56%

GGP.AX

-2.13%

GOZ.AX

-0.89%

GCI.AX

GYG.AX

-1.66%

GWA.AX

-0.48%

HSN.AX

-0.98%

HVN.AX

-1.08%

HGH.AX

-1.05%

HM1.AX

0.71%

HLI.AX

0.09%

HMC.AX

-4.66%

HDN.AX

-0.2%

HUB.AX

-1.27%

IEL.AX

-0.82%

IGO.AX

-0.96%

ILU.AX

-0.52%

IMD.AX

-0.49%

IMR.AX

-2.84%

IFT.AX

0.69%

INA.AX

-0.84%

ING.AX

0.5%

IFL.AX

IAG.AX

0.13%

IDX.AX

-1.3%

IPG.AX

5.88%

IPX.AX

-3.97%

IPH.AX

-1.42%

IRE.AX

0.7%

JHX.AX

0.82%

JBH.AX

0.45%

JDO.AX

-3.89%

JIN.AX

-1.23%

JMS.AX

KAR.AX

1.99%

KLS.AX

-0.75%

KCN.AX

0.17%

KKC.AX

GLS.AX

-0.52%

L1G.AX

-0.44%

LSF.AX

0.71%

LRV.AX

-2.63%

LFS.AX

-1.62%

LLC.AX

0.3%

LFG.AX

-2.35%

360.AX

-4.08%

LIC.AX

-1.24%

LNW.AX

-0.52%

LIN.AX

-4.23%

LTR.AX

-0.87%

LOV.AX

-0.22%

LYL.AX

LYC.AX

-0.3%

MA1.AX

0.51%

MAF.AX

-11.95%

MGH.AX

-1.85%

MAH.AX

-0.3%

MQG.AX

-3.63%

MAQ.AX

-1.15%

MAD.AX

0.13%

MFG.AX

-0.41%

MAU.AX

-1.01%

MMS.AX

-0.69%

MPL.AX

0.75%

MP1.AX

-1.82%

MCY.AX

2.08%

MEZ.AX

-0.22%

MSB.AX

-2.39%

MLX.AX

-0.88%

MTS.AX

-0.34%

MEI.AX

16.18%

MOT.AX

MXT.AX

0.51%

MFF.AX

-0.22%

MIN.AX

0.22%

MI6.AX

-3.48%

MIR.AX

-0.74%

MGR.AX

0.28%

MND.AX

-0.83%

MYS.AX

-0.65%

NAN.AX

-4.8%

NAB.AX

-0.92%

NSR.AX

NGI.AX

-1.21%

NWL.AX

-1.85%

NEU.AX

-2.09%

NHC.AX

0.1%

NMG.AX

-1.06%

NEM.AX

-2.31%

NWS.AX

1.75%

NXG.AX

-3%

NXT.AX

1.81%

NHF.AX

-0.15%

NCK.AX

-1.07%

NIC.AX

-0.25%

NEC.AX

-1.02%

NST.AX

-2.96%

NWH.AX

-1.19%

NUF.AX

-0.42%

OCL.AX

-2.95%

OBL.AX

1.01%

OML.AX

-0.79%

OPH.AX

-1.84%

OBM.AX

0.32%

ORI.AX

1.35%

ORG.AX

0.93%

ORA.AX

-0.84%

PDN.AX

-3.89%

PNR.AX

-4.23%

PPC.AX

2.09%

PPM.AX

-2.21%

PRN.AX

-0.71%

PPT.AX

-0.9%

PCI.AX

PRU.AX

-2.66%

PXA.AX

1.21%

PNI.AX

-2.15%

PL8.AX

-1.46%

PLS.AX

0.25%

PGF.AX

-0.34%

PNV.AX

PDI.AX

-0.54%

PMV.AX

-0.69%

PME.AX

-2.44%

PFP.AX

-0.5%

PWH.AX

-0.43%

PYC.AX

-0.77%

QAN.AX

-0.72%

QBE.AX

0.07%

QAL.AX

-1.26%

QRI.AX

-0.64%

QUB.AX

0.1%

RAC.AX

RMS.AX

-2.5%

RHC.AX

-1.6%

REA.AX

-0.11%

RDX.AX

1.2%

REH.AX

1.21%

RF1.AX

0.58%

RPL.AX

-1.38%

RG1.AX

RGN.AX

REG.AX

-1.54%

RRL.AX

-3.78%

RWC.AX

-3.21%

RMD.AX

-1.71%

RSG.AX

-2.6%

SGLLV.AX

-1.43%

RIC.AX

RIO.AX

0.13%

RXL.AX

-1.67%

RFF.AX

-0.25%

RYM.AX

SFR.AX

-1.8%

SMI.AX

-3.6%

STO.AX

0.4%

SCG.AX

0.14%

SEK.AX

-1.76%

SHV.AX

1.6%

SRV.AX

-0.15%

SSM.AX

-0.88%

SGH.AX

-0.7%

SHA.AX

-0.15%

SIG.AX

-1.06%

SLX.AX

-1.6%

SGM.AX

2.72%

SDR.AX

-2.11%

SKS.AX

0.78%

SKC.AX

0.94%

SIQ.AX

0.84%

SHL.AX

-1.14%

S32.AX

0.57%

SX2.AX

-2.71%

SXE.AX

2.95%

SPK.AX

-0.14%

SRG.AX

-1.02%

SBM.AX

-2.48%

SGQ.AX

-1.92%

SMR.AX

-2.69%

SDF.AX

-0.46%

SGP.AX

-0.12%

STK.AX

SNZ.AX

3.17%

SUN.AX

0.33%

SRL.AX

1.11%

SUL.AX

-1.75%

SLC.AX

0.6%

SNL.AX

-0.15%

SYL.AX

-4.42%

TAH.AX

-0.91%

TEA.AX

1.59%

TNE.AX

0.5%

TLX.AX

-2.35%

TLS.AX

0.47%

TPW.AX

-1.19%

A2M.AX

1.36%

TLC.AX

SGR.AX

TVN.AX

-4.48%

TWR.AX

0.62%

TPG.AX

TCL.AX

0.25%

TWE.AX

15.31%

TUA.AX

1.48%

TCG.AX

-0.76%

UNI.AX

0.41%

VAU.AX

-0.32%

VNT.AX

0.95%

VCX.AX

0.77%

VGN.AX

-0.4%

VEA.AX

0.86%

VUL.AX

-2.93%

VSL.AX

0.78%

WA1.AX

-2.71%

WGN.AX

-1.14%

WAM.AX

-0.29%

WGB.AX

-1.39%

WLE.AX

SOL.AX

-0.41%

WPR.AX

0.4%

WEB.AX

0.71%

WBT.AX

-1.84%

WES.AX

-0.27%

WAF.AX

-2.49%

WGX.AX

-3.89%

WBC.AX

-0.82%

WHF.AX

-0.91%

WHC.AX

-0.19%

WIA.AX

WC8.AX

-2.06%

WTC.AX

0.42%

WDS.AX

WOW.AX

0.71%

WOR.AX

0.79%

XRO.AX

-0.41%

YAL.AX

-0.22%

ZIM.AX

-1.68%

ZIP.AX

-2.71%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.46	-0.99	-0.66
SSO ASX Small Caps	16.20	-0.06	-0.37
IVV S&P 500	65.99	-0.21	-0.32
NDQ Nasdaq	54.85	-0.07	-0.13
F100 FTSE 100	14.93	-0.18	-1.19
ASIA Asia Tech	17.27	-0.04	-0.23
IEU Europe	99.50	-1.43	-1.42
IEM Emerging Markets	88.69	-0.48	-0.54
Gold Gold	60.63	-0.51	-0.83
ACDC Battery Tech	167.28	-0.71	-0.42

COMMODITIES	Close($)	-/+	%
Gold	4,739.95	28.283	0.6
Silver	77.45	0.7525	0.98
Platinum	2,061.39	24.6025	1.21
Palladium	1,559.96	27.0599	1.77
Ice Brent Crude	99.06	3.58	3.75
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7156	0.0005	0.07
Euro	1.1740	-0.0002	-0.02
British Pound	1.3501	-0.0005	-0.04
Canadian Dollar	1.3662	0	0
New Zealand Dollar	0.5901	0.0008	0.14
Chinese Yuan	6.8208	0.0036	0.05
Japanese Yen	159.3200	-0.01	-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	0.63	-0.79%	75.36%	0.30 0.75
BGL	Bellevue Gold Ltd	1.72	-1.15%	76.65%	0.78 2.00
BHP	Bhp Group Ltd	56.25	1.33%	52.17%	35.52 59.39
FMG	Fortescue Ltd	21.20	0.07%	40.36%	14.31 23.38
NHC	New Hope Corporation Ltd	5.13	0.2%	41.44%	3.59 6.14
WHC	Whitehaven Coal Ltd	7.93	-0.19%	63.71%	4.75 9.90
NEM	Newmont Cdi	155.00	-2.27%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.14	-3.03%	0.00%	7.31 20.47
SFR	Sandfire Resources Ltd	17.72	-1.61%	85.67%	9.50 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MEI	Meteoric Resourc	0.20	16.18
TWE	Treasury Wine Es	4.67	15.31
IPG	Ipd Group	5.40	5.88
ALD	Ampol	33.01	4.41
C79	Chrysos Corporat	7.86	3.69
ASB	Austal	4.76	3.48
SNZ	Summerset Group	6.83	3.17
SXE	Southern Cross E	3.49	2.95
SGM	Sims	21.15	2.72
ELV	Elevra Lithium	10.63	2.31

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
COH	Cochlear	104.76	-37.62
GDG	Generation Devel	3.88	-15.65
ERA	Energy Resources	0.00	-12.5
MAF	Ma Financial	6.63	-11.95
BOQ	Bank Of Queensla	6.60	-9.28
4DX	4dmedical	5.03	-5.81
NAN	Nanosonics	3.57	-4.8
HMC	Hmc Capital	2.36	-4.66
CSC	Capstone Cdi	12.17	-4.62
AEF	Australian Ethic	4.65	-4.62

OPINION

Latest Market Matters Opinions

22/04/2026 10:45

Cochlear Ltd (ASX:COH) $104.50

Cochlear (ASX:COH) has plunged almost 40%, the most in more than 30-years,after downgrading net profit guidance by ~25%.

22/04/2026 09:40

Portfolio Amendment – Emerging Companies Portfolio

As discussed in the AM note this morning (here), the risk/reward has improved for Chrysos Corp (C79), and we are using recent weakness to establish a position.

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