ASX 200 Live Today - Thursday, 26th March
Today’s ASX 200 Updates
Welcome to our live ASX coverage for Thursday, March 26. Expect a high volume of posts pre-market and more periodic updates throughout the day. We'll be wrapping the blog up a little earlier than usual, at ~12:00 pm AEST. Let us know how we can make it even better.
ASX steady, tech still down
[12:02 pm] The ASX 200 is now up 0.10% today, with Information Technology the biggest sector story of note, down 1.81%.
It feels like a day in which markets take a breath ahead of what's likely to be more turmoil as we move towards the weekend.
As many have pointed out, Trump seems to save his biggest announcements for when US markets have finished trading for the week. It wouldn't be shocking to see the same happen this week.
Perhaps we should give this trend a name. We already have TACO for Trump Always Chickens Out.
How about TABNOW? Trump Announces Big News On Weekends.
Not as catchy as TACO. We'll call it a work in progress.
That's all from us today, make sure to tune back in tomorrow as we round out another trading week.
By Tom Stelzer
Household wealth grows 2.5%
[11:49 am] New data from the ABS shows Australian total household wealth rose by 2.5% ($453.7bn) in the December quarter.
Residential land and dwellings contributed two percentage points on the growth, rising by 3.2% ($386.6bn).
Household borrowing grew 2% ($64.2bn), which caused a 0.3 percentage point fall in overall wealth growth.
By Tom Stelzer
DroneShield up 10% off Middle East uncertainty
[11:30 am] It's been a volatile few weeks for the anti-drone company, a good representation of how markets have been trying to parse the US-Iran conflict and the conflicting reports coming out of both camps.
DRO is now up 35% for the month and 48% year-to-date.
By Tom Stelzer
Has Bitcoin bottomed?
[11:18 am] Despite us being less than 6 months on from it posting an all-time high of ~US$125,000, Bitcoin has become the forgotten man of alternatives.
After a wretched few months, it has now stabilised around US$70,000, and net inflows to Bitcoin ETFs have picked up.
Could this be the base from which it mounts a recovery? Much will likely depend on how the macro outlook changes as a result of the conflict in the Middle East.
By Tom Stelzer
Weebit Nano announces $100m equity raise
[11:07 am] After a trading halt this morning, Israeli-based and ASX-listed semiconductor company Weebit Nano has announced it will be launching a $100m raise to help restore its balance sheet and accelerate the commercial release of its ReRAM technology.
Like most semiconductor companies, WBT has enjoyed a stellar 12 months, with shares up 118%.
By Tom Stelzer
Catapult Sports trading update
[10:58 am] Sports data analytics company Catapult expects closing ACV for FY26 (as at 31 March) to come in at $133-134m, according to a new trading update.
As a result, CAT shares are trading up 6.8% for the day. But the stock is still well off its October peak - one of the many ASX victims of the SaaSpocalypse.
By Tom Stelzer
ASX leaning red on a sector level
[10:50 am] It's now a slightly red day for the ASX, with 6 of 9 sectors down on the day as investors reckon with another round of mixed messaging from the Middle East.
By Tom Stelzer
Tech stocks broadly lower
[10:25 am] The S&P/ASX 200 Technology Index is down 1.91%. Interestingly, the NASDAQ closed 0.77% higher overnight, as yields fell 1.46% and the VIX dropped to 25.32.
Ticker | Company | % Chg | Price |
|---|---|---|---|
XRO | Xero | -3.17% | $72.40 |
360 | Life360 | -2.58% | $19.10 |
MP1 | Megaport | -2.27% | $7.76 |
TNE | Technology One | -2.17% | $26.85 |
WTC | Wisetech Global | -2.02% | $38.81 |
DGT | Digico Infrastructure REIT | -1.90% | $1.70 |
PME | Pro Medicus | -1.74% | $118.69 |
DTL | Data#3 | -1.45% | $6.82 |
DDR | Dicker Data | -1.03% | $8.61 |
Top ASX 200 gainers and losers
[10:14 am] Here are today's top gainers and losers on the S&P/ASX 200.
Ticker | Company | % Chg | Price |
|---|---|---|---|
DRO | Droneshield | 7.04% | $4.56 |
IFT | Infratil | 4.87% | $9.69 |
REG | Regis Healthcare | 4.33% | $6.51 |
CEN | Contact Energy | 4.11% | $7.60 |
EOS | Electro Optic Systems | 3.43% | $9.34 |
ASB | Austal | 3.27% | $5.06 |
MSB | Mesoblast | 2.51% | $2.25 |
AIA | Auckland International Airport | 1.94% | $6.84 |
AMC | Amcor | 1.52% | $58.17 |
TUA | Tuas | 1.45% | $6.29 |
Ticker | Company | % Chg | Price |
|---|---|---|---|
DTR | Dateline Resources | -5.41% | $0.53 |
EMR | Emerald Resources | -3.83% | $5.02 |
REA | Rea Group | -3.20% | $152.87 |
RYM | Ryman Healthcare | -2.76% | $1.76 |
RSG | Resolute Mining | -2.60% | $1.31 |
WAF | West African Resources | -2.54% | $3.07 |
CHC | Charter Hall Group | -2.27% | $18.92 |
360 | Life360 | -2.27% | $19.16 |
GGP | Greatland Resources | -2.21% | $10.18 |
XRO | Xero | -2.13% | $73.18 |
L1 Gold Fund IPO raises ~$900m ahead of April ASX listing
[10:01 am] L1 Group has launched an IPO for L1 Gold Fund Limited, raising ~$900m in commitments ahead of an expected 24 April 2026 ASX listing.
Demand was strong enough to prompt early closure of the Broker Firm Offer, with the majority of existing Wholesale Gold Fund unitholders electing to roll over into LGF
Founders Mark Landau and Raphael Lamm have committed a minimum of $120m, aligning management with shareholders
Fee structure includes a 1.00% p.a. management fee and a 20% performance fee on outperformance over each six-month period, subject to a high water mark
Offering costs of ~$20m are expected to be more than offset by a performance fee earned on closure of the Wholesale Gold Fund
Company page: L1 Group (L1G)
Aura operational update ahead of Qoria merger
[9:50 am] Qoria has released a two-month operational update for Aura, the US-based cybersecurity firm it is merging with, showing strong subscriber and revenue momentum alongside early cost discipline.
Annual recurring revenue of $238M as at 28 February 2026, up 30% year-on-year and $22M higher than at 31 December 2025
Total subscribers of 1.3M, up 35% year-on-year
Customer acquisition cost improved 13% year-on-year to $171, while average order value rose 10% to $129
~$15M in annualised savings actioned, comprising ~$12M in personnel costs and ~$3M in operational savings, with performance marketing spend also being wound back
The US FTC has granted antitrust clearance for the merger, which is structured as an all-stock deal valuing Qoria at $0.72/share and the combined group at ~$3.0bn pre-money equity value, with the merged entity to trade on the ASX as AXQ
Company page: Qoria (QOR)
Monash IVF appoints interim CFO
[9:42 am] Leadership transition at Monash IVF as the company installs an experienced hand in the CFO seat.
Birol Akdogan appointed as interim CFO, effective immediately, bringing prior CFO experience from ASX-listed Ansell Limited and, most recently, DBG Health
Outgoing CFO Malik Janudin will remain with the company until 2 April 2026 to support a smooth handover
Company page: Monash IVF Group (MVF)
Washington H. Soul Pattinson delivers solid H1 result
[9:33 am] Soul Patts (ASX: SOL) posted a steady first-half result, with growth across earnings, asset value and dividends.
Regular NPAT up 7% to $304m
Revenue up 66% to $818m vs. $493m in the prior period
Net Asset Value (pre-tax) up 14% to $13.8bn vs. $12.1bn in the prior period
Interim dividend of $0.48 per share, up 9.1% year-on-year, fully franked (record 21 April, payable 14 May)
Company page: Washington H. Soul Pattinson (SOL)
Good morning!
[9:18 am] ASX 200 futures are up 25 pts (+0.29%) as of 8:30 am AEDT.
In a nutshell:
Major US benchmarks higher on Middle East conflict showing possible signs of de-escalation
US-Iran ceasefire messaging one-sided and Tehran pushing back explicitly
WTI Crude down 1.1%, gold stronger
