morning brief · 2026-06-26← 2026-06-252026-06-29 →

📊 26 Jun 2026 (Fri) — Daily Brief

Generated 2026-06-26 12:49 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 15 watchlist match(es) · 6 price-sensitive

  • KTA — 2026 Drilling Program Commences at Zopkhito Sb-Au Project · 10:00 · link
  • SLS — Exceptional First Core Results at Nanadie Project · SLS · link (only seen on asxdotcom)
  • 4DX — 4DMedical receives TGA approval for CTVQ in Australia · 4DX · link (only seen on asxdotcom)
  • SGQ — Change in substantial holding · SGQ · link (only seen on asxdotcom)
  • EXR — Lorelle-3H Fracture Stimulation Complete · EXR · link (only seen on asxdotcom)
  • 4DX — Becoming a substantial holder · 4DX · link (only seen on asxdotcom)

⚠️ Source disagreement (verify these)

Tickers seen on one source but not the other(s). If a source consistently has fewer matches over multiple days, its parser may need updating.

  • Only on asxdotcom: 4DX, AON, ATV, CXO, DTI, DTR, EXR, SGQ, SLS, ZMI

📊 Per-source counts

  • hotcopper: 103 total, 3 watchlist match(es)
  • asxdotcom: 320 total, 15 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

9 announcement(s) across 8 ticker(s): AON, ATV, CXO, DTI, DTR, EMT, RAP, ZMI

📊 Volume × Flow (yesterday's session vs T-3 broker tape)

Volume: yfinance (2026-06-25) · Flow: Market Lens (live, 2026-06-23)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-06-26 (T-3) vs each name's own trailing baseline · 0 spike(s) out of 3 institutional name(s).

No institutional flow spikes this session.

⭐ Tier 1 — confluence + catalyst

  • EXR · Lorelle-3H Fracture Stimulation Complete
    • 🌱 Momentum: COILED · 5d +4.8% · 20d -4.3% · 33% off high · RSI 47
    • rule: cross-group flow: resource 0.11 banks 0.25 + price-sensitive announcement
    • 5d broker flow — inst $+125,975, retail $+95,978, mm $+0
    • price-sensitive announcement: Lorelle-3H Fracture Stimulation Complete

🏦 Institutional confluence (pre-positioning)

  • +11 steady institutional name(s) (no flow spike): AW1, BMM, GL1, GT1, KLI, KRR, LKY, LRV, PNN, VMM, WC8

🎯 Resource-specialist flow

  • +24 steady institutional name(s) (no flow spike): ACW, AEE, AON, ATV, BRN, CPN, EMT, FDR, G50, GA8, GRR, LNQ, NEU, OD6, ODE, OR3, QPM, SLM, SNM, SNX, TLG, WA1, WIN, XPN

🏦 Investment-bank flow

  • +41 steady institutional name(s) (no flow spike): AAJ, AAU, AR3, ARR, ASN, AT4, ATT, BC8, BM8, BUX, CBA, CBE, CRR, CU2, CUV, DEV, DRE, ECL, EGR, EMV, EYE, GAL, GCM, KAR, MAY, MGU, MML, MSB, ONE, PEN, PR1, RAP, RCM, REE, RNU, SGQ, SLS, TOR, WBT, WC1, ZMI

🛒 Retail-only flow

  • ABX
    • 📉 Momentum: DOWNTREND · 5d -8.0% · 20d -19.3% · 62% off high · RSI 29
    • rule: retail flow 1.44
    • 5d broker flow — inst $-2,020, retail $+26,503, mm $+11,884
    • yesterday vol 2.7× avg ($62,059 $-vol)
  • CPO
    • rule: retail flow 1.56
    • 5d broker flow — inst $-6,586, retail $+25,638, mm $+0
  • CTO
    • rule: retail flow 0.66
    • 5d broker flow — inst $+0, retail $+10,691, mm $+1,349
  • CY5
    • 📉 Momentum: DOWNTREND · 5d -12.0% · 20d -15.4% · 56% off high · RSI 36
    • rule: retail flow 0.63
    • 5d broker flow — inst $+0, retail $+394,096, mm $+308,935
  • DTR
    • 📉 Momentum: DOWNTREND · 5d -20.6% · 20d -27.0% · 79% off high · RSI 43
    • rule: retail flow 0.57
    • 5d broker flow — inst $+0, retail $+1,379,371, mm $+64,992
  • EVR
    • 📉 Momentum: DOWNTREND · 5d -14.3% · 20d -25.0% · 57% off high · RSI 30
    • rule: retail flow 0.25
    • 5d broker flow — inst $+0, retail $+13,934, mm $+0
    • yesterday vol 7.7× avg ($212,516 $-vol)
  • FMG
    • 📉 Momentum: DOWNTREND · 5d -5.2% · 20d -14.1% · 18% off high · RSI 27
    • rule: retail flow 0.22
    • 5d broker flow — inst $+1,562,944, retail $+28,559,347, mm $+282,281
    • net +$493,677, buy ratio 61% (2026-06-23)
  • GDM
    • rule: retail flow 1.84
    • 5d broker flow — inst $+0, retail $+44,177, mm $+2,022
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -13.7% · 20d -22.5% · 33% off high · RSI 31
    • rule: retail flow 0.17
    • 5d broker flow — inst $+690,027, retail $+7,267,028, mm $+6,024,573
    • net +$103,057, buy ratio 60% (2026-06-23)
  • MEM
    • 🚀 Momentum: EXTENDED · 5d +16.7% · 20d +40.0% · 12% off high · RSI 71 · 1d up
    • rule: retail flow 0.34
    • 5d broker flow — inst $-2,400, retail $+3,600, mm $+3,827
    • yesterday vol 13.2× avg ($216,964 $-vol)
  • MRD
    • rule: retail flow 0.64
    • 5d broker flow — inst $-1,080, retail $+17,867, mm $+2,562
  • NVX
    • 📉 Momentum: DOWNTREND · 5d -13.9% · 20d -39.2% · 85% off high · RSI 21
    • rule: retail flow 2.35
    • 5d broker flow — inst $+0, retail $+1,175,232, mm $+52,399
    • yesterday vol 2.1× avg ($1,067,491 $-vol)
  • OM1
    • rule: retail flow 0.94
    • 5d broker flow — inst $+0, retail $+38,151, mm $+0
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -12.8% · 20d -14.3% · 20% off high · RSI 37
    • rule: retail flow 0.18
    • 5d broker flow — inst $+372,929, retail $+37,243,919, mm $+4,771,439
  • RML
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -24.5% · 65% off high · RSI 33
    • rule: retail flow 0.60
    • 5d broker flow — inst $+17,335, retail $+362,860, mm $+99,568
    • net +$17,335, buy ratio 66% (2026-06-23)
  • RNX
    • rule: retail flow 4.89
    • 5d broker flow — inst $-1,529, retail $+23,261, mm $+0
  • SPD
    • 📉 Momentum: DOWNTREND · 5d -14.5% · 20d -35.9% · 63% off high · RSI 24
    • rule: retail flow 1.13
    • 5d broker flow — inst $+0, retail $+106,369, mm $+1,441
  • SQX
    • rule: retail flow 2.78
    • 5d broker flow — inst $+0, retail $+33,731, mm $+1,800
  • SYR
    • ↘️ Momentum: PULLBACK · 5d -12.0% · 20d +12.2% · 79% off high · RSI 47
    • rule: retail flow 1.17
    • 5d broker flow — inst $-6,063, retail $+1,326,489, mm $+0
  • TMX
    • rule: retail flow 0.36
    • 5d broker flow — inst $+0, retail $+4,862, mm $+0

🔊 Market-maker-only flow (no institutional participation)

  • DYM
    • rule: market-maker flow 0.08
    • 5d broker flow — inst $+0, retail $+0, mm $+599
  • RMX
    • 📉 Momentum: DOWNTREND · 5d -15.4% · 20d -26.7% · 74% off high · RSI 30 · 1d up
    • rule: market-maker flow 0.20
    • 5d broker flow — inst $-791, retail $+0, mm $+10,294
    • yesterday vol 1.9× avg ($52,973 $-vol)
  • VPR
    • rule: market-maker flow 0.46
    • 5d broker flow — inst $+0, retail $+0, mm $+1,271

❓ Below thresholds

  • 4DX · 4DMedical receives TGA approval for CTVQ in Australia
    • ↗️ Momentum: UPTREND · 5d +18.4% · 20d +30.9% · 33% off high · RSI 67
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,133,242, retail $+235,679, mm $+71,898
    • price-sensitive announcement: 4DMedical receives TGA approval for CTVQ in Australia
  • AGY
    • 📉 Momentum: DOWNTREND · 5d -21.3% · 20d -23.8% · 62% off high · RSI 31
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+30,525, retail $+45,353, mm $+0
  • AIS
    • 📉 Momentum: DOWNTREND · 5d -15.3% · 20d -15.3% · 47% off high · RSI 36
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+653,966, retail $+132,206, mm $+9,537
    • yesterday vol 2.3× avg ($10,344,110 $-vol)
  • ALM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,007, retail $+55,600, mm $+1,176
  • ALR
    • 📉 Momentum: DOWNTREND · 5d -15.2% · 20d -28.2% · 49% off high · RSI 30
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+61,549, retail $+159,849, mm $+0
    • yesterday vol 2.0× avg ($444,596 $-vol)
    • net +$1,519, buy ratio 52% (2026-06-23)
  • APX
    • 📉 Momentum: DOWNTREND · 5d -14.4% · 20d -19.1% · 50% off high · RSI 27
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+494,980, retail $+1,472,134, mm $+117,406
  • AR9
    • 〰️ Momentum: NEUTRAL · 5d -13.8% · 20d +4.2% · 72% off high · RSI 32
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,082, retail $+61,007, mm $+3,858
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -7.8% · 20d -11.3% · 51% off high · RSI 32
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,088,974, retail $+6,660,857, mm $+871,596
    • net +$10,350, buy ratio 100% (2026-06-23)
  • BOA
    • 🌱 Momentum: COILED · 5d -3.5% · 20d -3.5% · 15% off high · RSI 46
    • rule: flow below classification thresholds
    • yesterday vol 3.9× avg ($130,854 $-vol)
  • BUS
    • rule: no volume baseline available
    • 5d broker flow — inst $+12,438, retail $+0, mm $+2,451
  • CDR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+7,384
  • CNJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,973, retail $+0, mm $+0
  • CRS
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -2.4% · 46% off high · RSI 45 · 2d up
    • rule: flow below classification thresholds
    • yesterday vol 4.6× avg ($1,167,126 $-vol)
  • CUF
    • 🌱 Momentum: COILED · 5d -7.7% · 20d -1.6% · 18% off high · RSI 42
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+12,122, retail $+63,737, mm $+2,432
  • CVN
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -19.2% · 19% off high · RSI 25
    • rule: flow below classification thresholds
    • yesterday vol 2.1× avg ($651,990 $-vol)
  • CXO
    • 🌱 Momentum: COILED · 5d -5.2% · 20d -1.8% · 28% off high · RSI 46
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,202,510, retail $+798,133, mm $+16,176
  • DM1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,520, retail $+2,520, mm $+1,530
    • net +$2,520, buy ratio 100% (2026-06-23)
  • DRO
    • 📉 Momentum: DOWNTREND · 5d -12.0% · 20d -23.7% · 63% off high · RSI 22
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,301,092, retail $+6,856,635, mm $+3,422,573
  • EIQ
    • 🚀 Momentum: EXTENDED · 5d +32.4% · 20d +24.2% · 0% off high · RSI 71 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+237,427, retail $+358,679, mm $+96,835
    • yesterday vol 7.3× avg ($28,817,052 $-vol)
    • net +$92,202, buy ratio 83% (2026-06-23)
  • GED
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+1,075, mm $+0
  • GNM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,850, retail $+1,850, mm $+3,683
    • net +$953, buy ratio 100% (2026-06-23)
  • GTI
    • rule: no volume baseline available
    • 5d broker flow — inst $+4,762, retail $+17,931, mm $+0
    • net +$4,762, buy ratio 67% (2026-06-23)
  • HLS
    • 🌱 Momentum: COILED · 5d -7.7% · 20d +2.9% · 65% off high · RSI 60 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+172,916, retail $+998,354, mm $+47,374
    • net +$71,829, buy ratio 82% (2026-06-23)
  • HVY
    • 📉 Momentum: DOWNTREND · 5d -9.8% · 20d -16.2% · 37% off high · RSI 23
    • rule: flow below classification thresholds
    • yesterday vol 5.5× avg ($58,785 $-vol)
  • ILA
    • 🌱 Momentum: COILED · 5d +4.1% · 20d -3.8% · 33% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+22,842, retail $+4,561, mm $+7,873
  • IMI
    • rule: no volume baseline available
    • 5d broker flow — inst $+6,240, retail $+0, mm $+3,734
  • IMU
    • ↘️ Momentum: PULLBACK · 5d +5.3% · 20d -9.1% · 79% off high · RSI 55
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+50,875, retail $+90,858, mm $+0
  • IOV
    • 🚀 Momentum: EXTENDED · 5d +15.9% · 20d +53.1% · 0% off high · RSI 71 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,410, retail $+46,193, mm $+0
  • ITM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+1,783
  • IVZ
    • 📉 Momentum: DOWNTREND · 5d -1.8% · 20d -19.4% · 79% off high · RSI 12
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+34,401, retail $+162,410, mm $+0
  • KTA · 2026 Drilling Program Commences at Zopkhito Sb-Au Project
    • rule: flow below classification thresholds
    • price-sensitive announcement: 2026 Drilling Program Commences at Zopkhito Sb-Au Project
  • LAC
    • rule: no volume baseline available
    • 5d broker flow — inst $+68,044, retail $+0, mm $+0
  • LIN
    • ↗️ Momentum: UPTREND · 5d +13.8% · 20d +9.6% · 9% off high · RSI 60
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+767,731, retail $+525,186, mm $+90,017
    • net +$265,625, buy ratio 92% (2026-06-23)
  • LKE
    • 📉 Momentum: DOWNTREND · 5d -21.4% · 20d -34.3% · 72% off high · RSI 18
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+125,016, retail $+634,226, mm $+0
  • LSR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+19,210, retail $+77,974, mm $+0
  • LYC
    • 🌱 Momentum: COILED · 5d +4.9% · 20d -3.8% · 15% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,506,883, retail $+2,037,387, mm $+1,358,374
    • net +$52,537, buy ratio 53% (2026-06-23)
  • MQR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+46,525, mm $+2,985
  • MTM
    • 📉 Momentum: DOWNTREND · 5d -21.1% · 20d -27.9% · 72% off high · RSI 35
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+362,665, retail $+287,535, mm $+148,139
    • yesterday vol 2.5× avg ($3,002,546 $-vol)
    • net +$30,783, buy ratio 68% (2026-06-23)
  • NC6
    • rule: no volume baseline available
    • 5d broker flow — inst $+21,772, retail $+21,772, mm $+865
    • net +$3,054, buy ratio 100% (2026-06-23)
  • NUZ
    • ↘️ Momentum: PULLBACK · 5d -6.2% · 20d -7.6% · 64% off high · RSI 50 · 1d up
    • rule: flow below classification thresholds
    • yesterday vol 2.6× avg ($145,244 $-vol)
  • NVU
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -20.6% · 55% off high · RSI 48
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,958, retail $+44,072, mm $+827
  • NWM
    • rule: no volume baseline available
    • 5d broker flow — inst $-144,087, retail $+0, mm $+2,203
  • NXT
    • ↘️ Momentum: PULLBACK · 5d -1.5% · 20d -3.2% · 18% off high · RSI 29
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,403,637, retail $+400,479, mm $+0
  • OKJ
    • rule: no volume baseline available
    • 5d broker flow — inst $+8,416, retail $+0, mm $+0
    • net +$8,416, buy ratio 64% (2026-06-23)
  • PDN
    • 📉 Momentum: DOWNTREND · 5d -3.5% · 20d -14.3% · 33% off high · RSI 39 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,923,966, retail $+4,759,732, mm $+4,306,657
    • net +$436,801, buy ratio 85% (2026-06-23)
  • QEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,393, retail $-189, mm $+2,183
  • QXR
    • rule: no volume baseline available
    • 5d broker flow — inst $-788, retail $-788, mm $+0
  • RCL
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+777
  • RDS
    • rule: no volume baseline available
    • 5d broker flow — inst $+4,825, retail $+3,524, mm $+0
  • RIE
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $-735, mm $+0
  • SGA
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-1,328, retail $-1,328, mm $+0
  • SRN
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,096, retail $+10,047, mm $+0
  • T3D
    • ↗️ Momentum: UPTREND · 5d -4.2% · 20d +100.0% · 82% off high · RSI 60 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,604, retail $+17,777, mm $+994
  • TM1
    • 📉 Momentum: DOWNTREND · 5d -5.6% · 20d -22.7% · 43% off high · RSI 20
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+47,659, retail $+294,428, mm $+127,405
  • ZEU
    • rule: no volume baseline available
    • 5d broker flow — inst $+3,000, retail $-3,000, mm $+0

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 10 session(s) running, +$5,354,047 cumulative
  • LYC — Resource specialists net buy 10 session(s) running, +$11,780,790 cumulative
  • PLS — Argonaut net buy 7 session(s) running, +$1,750,000 cumulative
  • BRN — Bell Potter net buy 7 session(s) running, +$350,000 cumulative
  • NWM — Morgan Stanley net sell 7 session(s) running, -$1,050,000 cumulative
  • CXO — Resource specialists net buy 7 session(s) running, +$4,619,144 cumulative
  • PLS — Resource specialists net buy 6 session(s) running, +$3,406,074 cumulative
  • VMM — Resource specialists net buy 6 session(s) running, +$1,855,833 cumulative
  • FMG — Resource specialists net buy 5 session(s) running, +$7,585,619 cumulative
  • WC8 — Resource specialists net buy 5 session(s) running, +$1,270,183 cumulative

Scanned 175 tickers · 32 spike(s) · 73 filtered (low $-vol) · 2 yfinance error(s)