morning brief · 2026-06-29← 2026-06-262026-06-30 →

📊 29 Jun 2026 (Mon) — Daily Brief

Generated 2026-06-29 12:03 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 21 watchlist match(es) · 11 price-sensitive

  • PEN — Becoming a substantial holder · 11:10 · link
  • LOT — Change in substantial holding · 10:45 · link
  • SGQ — Change in substantial holding · 10:40 · link
  • SER — SER Successfully Raises $1.5M to Underpin Drill Program · 10:18 · link
  • EIQ — Trading Halt · EIQ · link (only seen on asxdotcom)
  • GCM — Initial DigiKey Sales Received from Multiple Markets · GCM · link (only seen on asxdotcom)
  • CBE — CBE Consolidates Premier Sierra Atacama Cu District Position · CBE · link (only seen on asxdotcom)
  • BC8 — Trojan & Imperial Resources Increase to 286oz · BC8 · link (only seen on asxdotcom)
  • BUX — Firm Commitments Received for A$1.136 Million Placement · BUX · link (only seen on asxdotcom)
  • MSB — Ceasing to be a substantial holder · MSB · link (only seen on asxdotcom)
  • NEU — DAYBU recommended for approval in the European Union · NEU · 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: 14D, ATT, BC8, BUX, CBE, EIQ, GCM, MML, MSB, NEU

📊 Per-source counts

  • hotcopper: 101 total, 7 watchlist match(es)
  • asxdotcom: 315 total, 24 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

10 announcement(s) across 7 ticker(s): 14D, ATT, BUX, LSR, MML, MTM, SER

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

Volume: yfinance (2026-06-26) · Flow: Market Lens (live, 2026-06-24)

🏦 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

  • EIQ · Trading Halt
    • 🚀 Momentum: EXTENDED · 5d +29.8% · 20d +25.7% · 2% off high · RSI 72
    • rule: volume spike 2.5x + price-sensitive announcement
    • 5d broker flow — inst $+370,188, retail $+1,400,031, mm $+61,461
    • yesterday vol 2.5× avg ($11,875,179 $-vol)
    • price-sensitive announcement: Trading Halt
  • NEU · DAYBU recommended for approval in the European Union
    • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -11.6% · 44% off high · RSI 31
    • rule: cross-group flow: resource 0.42 banks 0.45 + price-sensitive announcement
    • 5d broker flow — inst $+4,124,270, retail $+0, mm $+533,172
    • yesterday vol 2.4× avg ($11,362,421 $-vol)
    • net +$314,275, buy ratio 54% (2026-06-24)
    • price-sensitive announcement: DAYBU recommended for approval in the European Union

🏦 Institutional confluence (pre-positioning)

  • +11 steady institutional name(s) (no flow spike): AON, AR3, BMM, CPN, GA8, GRR, KLI, KRR, OR3, TOR, VMM

🎯 Resource-specialist flow

  • +26 steady institutional name(s) (no flow spike): ABX, ALR, AT4, ATV, AW1, BRN, EMT, EXR, G50, GL1, GT1, LKY, LNQ, LRV, OD6, ODE, PNN, QPM, SLM, SNM, SNX, TLG, TM1, WA1, WC8, WIN

🏦 Investment-bank flow

  • +43 steady institutional name(s) (no flow spike): 4DX, AAJ, AAU, AEE, ARR, ATT, BM8, BUX, CBA, CRR, CU2, CUV, DEV, DRE, ECL, EGR, EMV, EVR, EYE, GAL, ILA, IMU, KAR, LKE, LSR, LYC, MAY, MGU, MML, MSB, MTM, NVU, NXT, ONE, PR1, QEM, REE, SLS, SPD, T3D, WBT, WC1, ZMI

🛒 Retail-only flow

  • APX
    • 📉 Momentum: DOWNTREND · 5d -13.5% · 20d -19.8% · 51% off high · RSI 26
    • rule: retail flow 0.46
    • 5d broker flow — inst $+20,615, retail $+1,746,417, mm $+0
  • CPO
    • rule: retail flow 1.56
    • 5d broker flow — inst $+0, retail $+25,638, mm $+0
  • CTO
    • rule: retail flow 0.66
    • 5d broker flow — inst $+0, retail $+10,691, mm $+1,349
  • CY5
    • 🌱 Momentum: COILED · 5d -4.2% · 20d +0.0% · 54% off high · RSI 40 · 1d up
    • rule: retail flow 0.42
    • 5d broker flow — inst $-847, retail $+276,799, mm $+320,166
    • net $847, buy ratio 0% (2026-06-24)
  • FMG
    • 📉 Momentum: DOWNTREND · 5d -3.4% · 20d -12.4% · 17% off high · RSI 32 · 1d up
    • rule: retail flow 0.19
    • 5d broker flow — inst $+749,573, retail $+24,499,383, mm $+3,923,672
    • net +$255,896, buy ratio 77% (2026-06-24)
  • GCM · Initial DigiKey Sales Received from Multiple Markets
    • rule: retail flow 0.34
    • 5d broker flow — inst $+0, retail $+19,357, mm $+0
    • price-sensitive announcement: Initial DigiKey Sales Received from Multiple Markets
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -16.2% · 20d -28.8% · 37% off high · RSI 32
    • rule: retail flow 0.29
    • 5d broker flow — inst $+690,027, retail $+12,435,775, mm $+6,166,246
  • MRD
    • rule: retail flow 0.85
    • 5d broker flow — inst $-1,080, retail $+20,515, mm $+0
  • NVX
    • 📉 Momentum: DOWNTREND · 5d -14.3% · 20d -37.5% · 85% off high · RSI 20
    • rule: retail flow 2.18
    • 5d broker flow — inst $+0, retail $+1,169,840, mm $+576
  • OM1
    • rule: retail flow 0.88
    • 5d broker flow — inst $+0, retail $+35,921, mm $+0
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -14.3% · 20d -20.0% · 25% off high · RSI 36
    • rule: retail flow 0.14
    • 5d broker flow — inst $+3,403,811, retail $+29,275,418, mm $+3,684,022
  • RCM
    • rule: retail flow 1.28
    • 5d broker flow — inst $-1,600, retail $+218,257, mm $+1,901
  • RMX
    • rule: retail flow 0.19
    • 5d broker flow — inst $-791, retail $+9,720, mm $+10,294
  • RNX
    • rule: retail flow 4.58
    • 5d broker flow — inst $-600, retail $+21,761, mm $+0
  • SQX
    • rule: retail flow 2.78
    • 5d broker flow — inst $+0, retail $+33,731, mm $+1,800
  • SYR
    • 🌱 Momentum: COILED · 5d -8.7% · 20d +5.0% · 80% off high · RSI 44
    • rule: retail flow 0.78
    • 5d broker flow — inst $+28,303, retail $+792,607, mm $+4,696
  • 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
  • KTA
    • rule: market-maker flow 0.21
    • 5d broker flow — inst $+0, retail $+0, mm $+2,065
  • SER · SER Successfully Raises $1.5M to Underpin Drill Program
    • 📉 Momentum: DOWNTREND · 5d -12.1% · 20d -21.6% · 48% off high · RSI 47
    • rule: market-maker flow 0.21
    • 5d broker flow — inst $+0, retail $+0, mm $+1,705
    • price-sensitive announcement: SER Successfully Raises $1.5M to Underpin Drill Program
  • VPR
    • rule: market-maker flow 0.46
    • 5d broker flow — inst $+0, retail $+0, mm $+1,271
  • XPN
    • rule: market-maker flow 0.26
    • 5d broker flow — inst $+0, retail $+0, mm $+1,953

❓ Below thresholds

  • ACW
    • 📉 Momentum: DOWNTREND · 5d -8.6% · 20d -20.0% · 54% off high · RSI 37
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,627, retail $+213,769, mm $+23,670
  • AGY
    • 📉 Momentum: DOWNTREND · 5d -19.3% · 20d -25.8% · 63% off high · RSI 31
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+25,311, retail $+48,260, mm $+5,071
    • net $250, buy ratio 0% (2026-06-24)
  • AIS
    • ↘️ Momentum: PULLBACK · 5d -10.3% · 20d -9.1% · 48% off high · RSI 37
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+484,339, retail $+844,454, mm $+17,451
    • net +$69,338, buy ratio 61% (2026-06-24)
  • ALM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,336, retail $+74,186, mm $+1,176
  • APC
    • rule: no volume baseline available
    • 5d broker flow — inst $+1,584, retail $+0, mm $+0
    • net +$1,584, buy ratio 100% (2026-06-24)
  • AR9
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+20,986, retail $+96,083, mm $+3,858
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -7.8% · 20d -11.3% · 51% off high · RSI 33
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,936,646, retail $+4,103,783, mm $+908,679
    • net +$112,499, buy ratio 61% (2026-06-24)
  • ASN
    • 📉 Momentum: DOWNTREND · 5d -12.2% · 20d -20.4% · 64% off high · RSI 32
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+42,994, retail $+185,685, mm $+13,376
  • BC8 · Trojan & Imperial Resources Increase to 286oz
    • 📉 Momentum: DOWNTREND · 5d -8.8% · 20d -15.4% · 42% off high · RSI 37 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+257,097, retail $+189,798, mm $+0
    • net +$27,505, buy ratio 69% (2026-06-24)
    • price-sensitive announcement: Trojan & Imperial Resources Increase to 286oz
  • BOA
    • 🚀 Momentum: EXTENDED · 5d +17.5% · 20d +15.5% · 0% off high · RSI 71 · 1d up
    • rule: flow below classification thresholds
    • yesterday vol 2.6× avg ($120,966 $-vol)
  • BUS
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,261, retail $+0, mm $+2,451
    • net +$823, buy ratio 100% (2026-06-24)
  • CBE · CBE Consolidates Premier Sierra Atacama Cu District Position
    • ↗️ Momentum: UPTREND · 5d -12.2% · 20d +20.4% · 12% off high · RSI 51 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+297,903, retail $+795,763, mm $+0
    • net +$46,567, buy ratio 100% (2026-06-24)
    • price-sensitive announcement: CBE Consolidates Premier Sierra Atacama Cu District Position
  • CDR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+3,788, mm $+1,663
  • CNJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,973, retail $+0, mm $+0
  • CUF
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+37,086, retail $+90,722, mm $+2,432
  • CXO
    • ↘️ Momentum: PULLBACK · 5d -16.4% · 20d -7.3% · 33% off high · RSI 47
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,109,272, retail $+891,295, mm $+16,176
    • net +$587,740, buy ratio 100% (2026-06-24)
  • DM1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,520, retail $+2,520, mm $+7,899
  • DRO
    • 📉 Momentum: DOWNTREND · 5d -16.8% · 20d -28.5% · 65% off high · RSI 21
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,585,122, retail $+3,126,240, mm $+1,583,551
  • DTR
    • 📉 Momentum: DOWNTREND · 5d -20.0% · 20d -20.0% · 78% off high · RSI 46 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+332,763, retail $+46,401, mm $+41,460
  • FDR
    • 📉 Momentum: DOWNTREND · 5d -3.5% · 20d -21.4% · 58% off high · RSI 33 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+15,813, retail $+373,024, mm $+1,576
    • net +$10,807, buy ratio 78% (2026-06-24)
  • GED
    • rule: no volume baseline available
    • 5d broker flow — inst $+18,355, retail $+1,075, mm $+0
  • GNM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,850, retail $+18,548, mm $+0
  • GTI
    • rule: no volume baseline available
    • 5d broker flow — inst $+4,762, retail $+17,931, mm $+0
  • HLS
    • 🌱 Momentum: COILED · 5d -11.0% · 20d +4.3% · 65% off high · RSI 60 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+178,595, retail $+1,080,001, mm $+0
    • net +$33,784, buy ratio 97% (2026-06-24)
  • IMI
    • rule: no volume baseline available
    • 5d broker flow — inst $+6,240, retail $+3,969, mm $+3,734
  • IOV
    • 🚀 Momentum: EXTENDED · 5d +18.4% · 20d +61.3% · 0% off high · RSI 72 · 3d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,410, retail $+42,853, mm $+0
    • yesterday vol 2.2× avg ($143,471 $-vol)
  • ITM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+37,108, mm $+662
  • IVZ
    • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -30.7% · 80% off high · RSI 11
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+33,191, retail $+187,041, mm $+0
    • net $1,210, buy ratio 0% (2026-06-24)
  • LAC
    • rule: no volume baseline available
    • 5d broker flow — inst $+38,859, retail $+0, mm $+0
  • LIN
    • 🚀 Momentum: EXTENDED · 5d +11.5% · 20d +20.3% · 8% off high · RSI 70 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,892,217, retail $+655,750, mm $+27,019
    • net +$24,313, buy ratio 59% (2026-06-24)
  • LOT · Change in substantial holding
    • rule: flow below classification thresholds
    • price-sensitive announcement: Change in substantial holding
  • LRD
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+7,681, mm $+0
  • MEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,400, retail $+0, mm $+0
  • MQR
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,764, retail $+51,641, mm $+1,326
    • net +$3,316, buy ratio 100% (2026-06-24)
  • NC6
    • rule: no volume baseline available
    • 5d broker flow — inst $+21,772, retail $+21,772, mm $+865
  • NUZ
    • ↘️ Momentum: PULLBACK · 5d -6.5% · 20d -7.9% · 66% off high · RSI 47
    • rule: flow below classification thresholds
    • yesterday vol 2.2× avg ($120,979 $-vol)
  • NWM
    • rule: no volume baseline available
    • 5d broker flow — inst $-144,087, retail $+0, mm $+0
  • OKJ
    • rule: no volume baseline available
    • 5d broker flow — inst $+8,416, retail $+0, mm $+0
  • PDN
    • 📉 Momentum: DOWNTREND · 5d -6.7% · 20d -16.3% · 36% off high · RSI 34
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,091,435, retail $+2,328,945, mm $+5,051,730
  • PEN · Becoming a substantial holder
    • 🌱 Momentum: COILED · 5d -26.5% · 20d -5.3% · 64% off high · RSI 49
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+76,754, retail $+948,207, mm $+6,612
    • price-sensitive announcement: Becoming a substantial holder
  • QXR
    • rule: no volume baseline available
    • 5d broker flow — inst $-788, retail $-788, mm $+0
  • RAP
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,979, retail $+18,254, 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 $+5,005, retail $-85, mm $+0
    • net $45, buy ratio 0% (2026-06-24)
  • RIE
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $-735, mm $+0
  • RML
    • 📉 Momentum: DOWNTREND · 5d -11.6% · 20d -25.5% · 67% off high · RSI 32
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+37,170, retail $+283,349, mm $+89,815
    • net +$19,835, buy ratio 100% (2026-06-24)
  • RNU
    • 📉 Momentum: DOWNTREND · 5d +4.0% · 20d -10.3% · 48% off high · RSI 44
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+27,900, retail $+144,913, mm $+23,797
    • net +$6,000, buy ratio 100% (2026-06-24)
  • SGQ · Change in substantial holding
    • 📉 Momentum: DOWNTREND · 5d -7.0% · 20d -15.4% · 44% off high · RSI 29
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+38,416, retail $+2,786,716, mm $+9,816
    • price-sensitive announcement: Change in substantial holding
  • SRN
    • rule: no volume baseline available
    • 5d broker flow — inst $+13,096, retail $+0, mm $+0
  • ZEU
    • rule: no volume baseline available
    • 5d broker flow — inst $+6,000, retail $+4,875, 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
  • CXO — Resource specialists net buy 8 session(s) running, +$5,206,884 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
  • FMG — Resource specialists net buy 6 session(s) running, +$7,841,515 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
  • KRR — Resource specialists net buy 5 session(s) running, +$717,449 cumulative

Scanned 181 tickers · 24 spike(s) · 92 filtered (low $-vol) · 2 yfinance error(s)