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A200
MM remains bullish towards the ASX200 around 8800
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NDQ
MM is bullish towards the NASDAQ around 29,000
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IKO
MM is bullish towards the KOSPI around 7000-7250
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HUB
MM is bullish towards HUB below $85
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SUN
MM remains bullish on SUN ~$18.70
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NVDA US
MM is bullish NVDA ~$US196
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HMC
MM remains optimistic on HMC, looking for a turnaround in FY27
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Latest Reports

Morning report

Portfolio Positioning: Tweaking Portfolios as we enter FY27

The ASX200 fell away on Tuesday, finishing the soft session down 0.3% as further weakness in the miners offset a resurgence by the influential banks. While the gold and lithium names dominated the losers' enclosure from a performance perspective, it was the heavyweights in the materials sector that weighed on the index, with BHP Group (ASX: BHP), Northern Star (ASX: NST) and Evolution Mining (ASX: EVN) hitting the index by more than 0.3% on their own.

Afternoon report

The Match Out: Tech and Banks offset selling in Resources as ASX slips

The ASX 200 whipsawed through the morning session, initially lower but then charging back to positive territory before ultimately falling away for the day. Samsung's quarterly result sparked a broad "sell-the-news" reaction across Asian semiconductor stocks which triggered Nasdaq futures selling, weighing on sentiment locally.

The Match Out Market Matters 2
Morning report

What Matters Today: How to Invest as the Market Rally Broadens Beyond the “AI Trade”

The ASX 200 slipped 0.2% on Monday, in a lacklustre session that only saw 40% of the main board close higher despite encouraging moves by US futures during local market trade. Ongoing stock and sector reversion was evident, in particular with some major underperformers of the last 12 months enjoying a return to the winners' enclosure.

Afternoon report

The Match Out: Healthcare continues strong run as miners weigh in quiet session

The ASX 200 eased today in what was a relatively subdued start to the week, with the market spending most of the session oscillating around the flatline before sellers gradually gained the upper hand into the afternoon. There was little in the way of macro catalysts, leaving investors to rotate away from the heavyweight Banks and Miners that drove Friday's rally and back toward Healthcare, Technology and Energy.

The Match Out Market Matters 2
Morning report

Macro Monday: Has the Fed reignited the bull case for equities?

Last month, the new Fed Chair struck a hawkish tone in his first press conference, sending gold and copper prices lower while lifting the US dollar after signalling policymakers remained prepared to raise interest rates further if required to rein in inflation.

Afternoon report

The Match Out: Gold glitters as rate hopes drive the ASX higher

The ASX 200 finished the week on a strong note, rallying as investors embraced weaker-than-expected US employment data that reinforced the view the Federal Reserve may be nearing the end of its tightening cycle. The market opened firmly higher, grinding up before holding its gains through to the end of the session, with buying broad-based across the index as nine of the eleven sectors finished in positive territory.

The Match Out Market Matters 2
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The ASX200 fell away on Tuesday, finishing the soft session down 0.3% as further weakness in the miners offset a resurgence by the influential banks. While the gold and lithium names dominated the losers’ enclosure from a performance perspective, it was the heavyweights in the materials sector that weighed on the index, with BHP Group (ASX: BHP), Northern Star (ASX: NST) and Evolution Mining (ASX: EVN) hitting the index by more than 0.3% on their own.

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