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OPINION
ACTION

ANALYSIS

Market Analysis

ABG.AX

0.44%

ASK.AX

AX1.AX

-0.55%

ADT.AX

-3.63%

AGL.AX

0.39%

AIZ.AX

AAI.AX

3.95%

A4N.AX

1.23%

ALQ.AX

0.51%

AMC.AX

0.2%

AOV.AX

1.32%

AMP.AX

2.54%

ALD.AX

0.36%

ANN.AX

-0.64%

ANZ.AX

1.55%

APA.AX

-0.6%

ARB.AX

0.93%

ARF.AX

1.11%

ARG.AX

ALL.AX

0.08%

APZ.AX

ASX.AX

0.2%

ALX.AX

0.81%

AUB.AX

0.86%

AIA.AX

AD8.AX

2.83%

AMI.AX

3.45%

AZJ.AX

-0.96%

ABB.AX

0.26%

ASB.AX

-1.97%

AAC.AX

-0.35%

ACL.AX

2.03%

AEF.AX

AFI.AX

0.56%

AUI.AX

1.87%

BOQ.AX

0.14%

BAP.AX

2.3%

BCI.AX

1.92%

BPT.AX

-1.28%

BLX.AX

2.37%

BGA.AX

1.33%

BGL.AX

5.26%

BEN.AX

0.83%

BHP.AX

0.9%

BKI.AX

-0.6%

BC8.AX

1.03%

XYZ.AX

-0.25%

BSL.AX

-0.22%

BOE.AX

8.43%

BOT.AX

-1.18%

BRN.AX

-1.82%

BXB.AX

-0.14%

BVS.AX

-2.62%

BRG.AX

1.44%

BKW.AX

1.58%

BGP.AX

7.79%

BFL.AX

0.67%

BWP.AX

0.57%

CMM.AX

1.55%

CSC.AX

6.98%

CAR.AX

0.15%

CIN.AX

0.65%

CYL.AX

3.96%

CAT.AX

0.78%

CNI.AX

2.95%

CIP.AX

COF.AX

-0.82%

CGF.AX

0.57%

CIA.AX

1.88%

CHC.AX

1.22%

CLW.AX

CQR.AX

1.08%

CQE.AX

0.35%

CNU.AX

0.55%

CU6.AX

10.1%

CWY.AX

CUV.AX

-0.27%

CBO.AX

1.09%

COH.AX

-0.19%

CDA.AX

0.39%

COL.AX

-1.16%

CKF.AX

0.61%

CBA.AX

0.58%

CPU.AX

0.56%

CEN.AX

CTD.AX

1.13%

CCP.AX

0.32%

CMW.AX

2.74%

CSL.AX

0.89%

DBI.AX

-3.92%

DTL.AX

-0.14%

DEG.AX

DYL.AX

9.63%

DRR.AX

DVP.AX

5.06%

DXS.AX

0.28%

DXI.AX

0.39%

DDR.AX

-0.59%

DGT.AX

-1.57%

DUI.AX

1.2%

DJW.AX

1.34%

DHG.AX

-0.24%

DMP.AX

1.96%

DOW.AX

DRO.AX

-0.41%

DNL.AX

2.67%

APE.AX

EBO.AX

ELD.AX

0.99%

EMR.AX

3.32%

EDV.AX

-0.74%

EQT.AX

0.74%

EVN.AX

1.14%

EVT.AX

1.12%

FCL.AX

2.58%

FPH.AX

1.51%

FPR.AX

2.25%

FBU.AX

-0.34%

FLT.AX

0.24%

FMG.AX

1.04%

FGX.AX

2.08%

FGG.AX

1.44%

GEM.AX

-0.4%

GDG.AX

-14.85%

GNE.AX

5.56%

GMD.AX

-0.51%

GTK.AX

1.67%

GOR.AX

0.32%

GMG.AX

0.84%

GPT.AX

0.89%

GQG.AX

-1.33%

GNC.AX

0.15%

GOZ.AX

0.88%

GCI.AX

-0.5%

GYG.AX

2.11%

GWA.AX

0.44%

HSN.AX

0.39%

HVN.AX

0.2%

HLS.AX

1.83%

HGH.AX

2.08%

HM1.AX

2.22%

HLI.AX

1.29%

HMC.AX

1.52%

HDN.AX

1.65%

HUB.AX

1.83%

IEL.AX

-0.85%

IGO.AX

1.11%

ILU.AX

2.41%

IMD.AX

2.17%

IMR.AX

6.29%

IFM.AX

-1.12%

IFT.AX

INA.AX

0.56%

ING.AX

0.29%

IFL.AX

-0.27%

IAG.AX

0.25%

IDX.AX

0.89%

IPX.AX

IPH.AX

0.22%

IRE.AX

0.89%

JHX.AX

2.16%

JBH.AX

-0.3%

JLG.AX

1.4%

JDO.AX

2.64%

JIN.AX

-0.49%

KAR.AX

-0.36%

KLS.AX

KKC.AX

0.45%

LSF.AX

0.38%

LFS.AX

-0.87%

LLC.AX

-0.57%

LFG.AX

2.25%

360.AX

1.39%

LIC.AX

2.69%

LNW.AX

-0.31%

LTR.AX

0.89%

LOV.AX

-1.58%

LYC.AX

0.97%

MAF.AX

0.78%

MGH.AX

0.26%

MAC.AX

2.11%

MAH.AX

5.77%

MQG.AX

1.23%

MAQ.AX

3.24%

MAD.AX

2.31%

MFG.AX

1.19%

MYX.AX

1.44%

MMS.AX

-0.13%

MPL.AX

0.22%

MP1.AX

0.96%

MCY.AX

-0.37%

MEZ.AX

5.83%

MSB.AX

5.29%

MTS.AX

0.62%

MOT.AX

0.76%

MXT.AX

0.5%

MFF.AX

-0.24%

MIN.AX

5.93%

MIR.AX

MGR.AX

MND.AX

0.59%

MYR.AX

-1.4%

MYS.AX

0.53%

NAN.AX

1.32%

NAB.AX

0.6%

NSR.AX

NGI.AX

NWL.AX

-0.53%

NEU.AX

NHC.AX

NEM.AX

3.46%

NWS.AX

0.06%

NXG.AX

3.54%

NXT.AX

1.09%

NHF.AX

0.44%

NCK.AX

0.53%

NIC.AX

1.98%

NEC.AX

1.09%

NST.AX

0.14%

NWH.AX

1.96%

NUF.AX

0.78%

NXL.AX

3.4%

OCL.AX

0.34%

OML.AX

-0.34%

OPH.AX

-2.46%

OBM.AX

4.95%

ORI.AX

0.38%

ORG.AX

0.29%

ORA.AX

1.7%

PDN.AX

12.1%

PNR.AX

7.02%

PGC.AX

PPC.AX

PPM.AX

PRN.AX

1.49%

PPT.AX

0.32%

PCI.AX

PRU.AX

0.91%

PXA.AX

0.54%

PLS.AX

1.71%

PNI.AX

2.57%

PL8.AX

-0.78%

PGF.AX

3.59%

PNV.AX

3.54%

PDI.AX

1.39%

PMV.AX

-1.77%

PME.AX

1.01%

PFP.AX

1.73%

PWH.AX

-5.67%

PYC.AX

8.25%

QAN.AX

-0.69%

QBE.AX

-0.92%

QAL.AX

0.44%

QRI.AX

QUB.AX

RMS.AX

2.79%

RHC.AX

-0.6%

REA.AX

0.44%

RDX.AX

0.37%

REH.AX

RF1.AX

0.35%

RPL.AX

3.01%

RGN.AX

1.33%

REG.AX

RRL.AX

4.08%

RWC.AX

RMD.AX

8.51%

RSG.AX

2.17%

SGLLV.AX

2.23%

RIC.AX

2.65%

RIO.AX

0.96%

RUL.AX

1.14%

RFF.AX

1.45%

SFR.AX

1.01%

STO.AX

-1.18%

SCG.AX

0.86%

SEK.AX

0.38%

SHV.AX

1.22%

SSM.AX

0.28%

SGH.AX

-0.28%

SLX.AX

5.32%

SGM.AX

-0.14%

SDR.AX

1.53%

SKC.AX

3.41%

SIQ.AX

-1.3%

SHL.AX

-0.27%

S32.AX

2.26%

SX2.AX

5.91%

SPK.AX

0.77%

SPR.AX

1.01%

SRG.AX

1.98%

SMR.AX

3.8%

SDF.AX

0.17%

SGP.AX

1.14%

SNZ.AX

-0.1%

SUN.AX

0.2%

SUL.AX

-0.85%

SLC.AX

0.84%

SNL.AX

-0.5%

TAH.AX

0.92%

TEA.AX

4.94%

TNE.AX

-1.72%

TLX.AX

0.85%

TPW.AX

A2M.AX

0.85%

TLC.AX

-0.2%

TPG.AX

0.81%

TCL.AX

0.07%

TWE.AX

-0.11%

TUA.AX

2.62%

URW.AX

0.31%

UNI.AX

-1.42%

VAU.AX

1.14%

VNT.AX

-0.24%

VCX.AX

0.43%

VGL.AX

-2.99%

VEA.AX

1.54%

VUL.AX

-1.27%

VSL.AX

-2.26%

WA1.AX

6.26%

WAM.AX

0.98%

WGB.AX

1.7%

WLE.AX

0.43%

SOL.AX

0.05%

WPR.AX

0.4%

WEB.AX

2.2%

WES.AX

-0.04%

WAF.AX

5.22%

WGX.AX

2.01%

WBC.AX

1.07%

WHF.AX

0.56%

WHC.AX

0.84%

WTC.AX

2.52%

WDS.AX

-2.01%

WOW.AX

-0.38%

WOR.AX

0.16%

XRO.AX

-0.56%

YAL.AX

-0.81%

ZIM.AX

0.95%

ZIP.AX

6.35%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	133.05	0.81	0.61
SSO ASX Small Caps	13.86	0.15	1.09
IVV S&P 500	56.14	0.34	0.61
NDQ Nasdaq	43.55	0.35	0.81
F100 FTSE 100	13.43	0.07	0.52
ASIA Asia Tech	9.95	-0.1	-1
IEU Europe	92.30	0.74	0.81
IEM Emerging Markets	67.58	0.05	0.07
Gold Gold	48.10	0.61	1.28
ACDC Battery Tech	79.74	0.86	1.09

COMMODITIES	Close($)	-/+	%
Gold	3,336.15	48.665	1.48
Silver	33.46	-0.0835	-0.25
Platinum	974.70	1.9925	0.2
Palladium	946.20	2.3078	0.24
Ice Brent Crude	66.14	-1.3	-1.93
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6374	0.0015	0.24
Euro	1.1372	0.0061	0.54
British Pound	1.3307	0.0052	0.39
Canadian Dollar	1.3863	-0.0017	-0.12
New Zealand Dollar	0.5973	0.0028	0.47
Chinese Yuan	7.2890	0.003	0.04
Japanese Yen	142.5900	-0.86	-0.6

What We're Watching

10 Stocks We like Here & Now

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
CAT	Catapult Group International Ltd	3.90	0.78%	165.07%	1.35 4.08
DBI	Dalrymple Bay Infrastructure Ltd	3.92	-3.92%	48.36%	2.71 4.17
HSN	Hansen Technologies Ltd	5.13	0.39%	9.19%	4.01 5.88
JHX	James Hardie Industries Plc	36.38	2.16%	-35.15%	31.86 59.53
MGR	Mirvac Group	2.20	0%	3.29%	1.80 2.31
NSR	National Storage Reit	2.23	0%	0.45%	2.05 2.59
PDN	Paladin Energy Ltd	5.56	12.1%	-64.08%	3.93 17.98
RUL	Rpmglobal Holdings Ltd	2.66	1.14%	0.00%	2.17 3.35
SFR	Sandfire Resources Ltd	9.99	1.01%	8.80%	7.79 11.72
WOR	Worley Ltd	12.17	0.16%	-26.59%	11.07 16.77

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
PDN	Paladin Energy	5.56	12.1
CU6	Clarity Pharmace	2.29	10.1
DYL	Deep Yellow	1.03	9.63
RMD	Resmed Inc	36.08	8.51
BOE	Boss Energy	2.83	8.43
PYC	Pyc Therapeutics	1.12	8.25
BGP	Briscoe Group Au	4.15	7.79
PNR	Pantoro Gold	3.05	7.02
CSC	Capstone Cdi	7.51	6.98
ZIP	Zip Co	1.68	6.35

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
GDG	Generation Devel	4.13	-14.85
PWH	Pwr Holdings	6.32	-5.67
DBI	Dalrymple Bay In	3.92	-3.92
ADT	Adriatic Metals	4.25	-3.63
VGL	Vista Group Inte	3.25	-2.99
BVS	Bravura Solution	2.23	-2.62
OPH	Ophir High Convi	2.77	-2.46
VSL	Vulcan Steel	7.36	-2.26
WDS	Woodside Energy	20.01	-2.01
ASB	Austal	4.98	-1.97

OPINION

Latest Market Matters Opinions

24/04/2025 16:41

Broker Moves

• Monadelphous Rated New Sector Perform at RBC; PT A$15.75 • AMP Raised to Outperform at Macquarie; PT A$1.34 • Mader Group Raised to Buy at Bell Potter; PT A$6.70 • South32 Raised to Hold at Canaccord; PT A$2.60

24/04/2025 16:41

Liontown Resources (LTR) 56.5c

LTR +0.89%: Released a solid quarterly production update, though only released the half-yearly a month ago so little left to the imagination on the upside or downside in today’s release.

ACTION

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Ask James ASK A QUESTION

Ask James

Question asked 12/04/2025

Your thoughts on a bank stock – Westpac (WBC)

Hello Esteemed Team, Times have changed. It looks like there will be hefty interest rate cuts this year. Is this likely to lower bank profits? EXCEPT for CBA, the banks have been dividend traps over the last decade and more. You have 'liked' WBC in your comments recently. It looks like you see it as a company that can provide SOME growth plus an attractive dividend. I am strongly considering buying it for this reason, but, do not wish to buy it and have it remain stagnant with no growth. I am NOT seeking personal advice. CONSIDERING the recent tariff insanity, I would like to ask you if you still have favourable thoughts about WBC? Are banks in general likely to have a bad time if there is a recession, and IF YOU were to buy WBC what price would you look at getting in and what price would you look at getting out? I realize that no one has a crystal ball. The myriad of variables created by Trump's attack on the world make it virtually impossible to make a high confidence estimate of probable outcomes. However, I am SURE your calculations would be better founded than my own. Keep up the GREAT work. Paul

Ask James

Question asked 12/04/2025

Takeovers and a shrinking ASX.

Hi Lately it seems like there is a new takeover offer for a listed ASX company almost every week. Whenever one of these takeovers succeeds it inevitably means that the target gets delisted and the pool of companies to invest in on the ASX gets smaller. At the moment there doesn't seem to be a stream of new listings to replace the ones that get taken out - just the occasional new one such as Digico or Gusman y Gomez. Does this mean the ASX could become less attractive as an investment option (especially for the big players)? Does the ASX need to try to attract new listings? Cheers, Carl

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James Hardie Industries (JHX) makes products used in home construction and renovation. It’s main products include fibre cement and backer board with a significant portion of it's earnings coming from the US.

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Helia (HLI) – Life after CBA not as bad as it looks

Helia Group Limited is an Australia-based company that provides lenders mortgage insurance (LMI) in Australia. The Company’s LMI protects lenders if a borrower defaults on a home loan and there is a shortfall in the sale proceeds from the secured property.

ASX: HLI 26/03/2025

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