Which Stocks Defied the Trade War? ASX 100 Share Price Movements Reveal Contrasts

Highlights

• Gold and uranium sectors witnessed notable price shifts among ASX 100 constituents.
• Several companies in technology, retail, and healthcare marked sharp upward momentum.
• Energy and materials segments showed mixed movements during the trade-related downturn.

ASX 100 Share Price Trends During Trade Correction

The materials, healthcare, and energy sectors form a large part of the ASX 100 index, which experienced significant shifts during the recent trade conflict period. The broad impact of external trade policies resulted in highly diverse stock movements across this index. For a deeper look into asx 100 share price trends during this phase, several companies emerged with either remarkable resilience or pronounced downturns.

Evolution Mining Limited (ASX:EVN), part of the gold mining segment, marked strong upward activity during the initial stages of the trade disruption. Despite pullbacks in recent days, earlier price movements reflected strength among gold-related entities. Regis Resources Limited (ASX:RRL) followed a similar trend, with notable price growth followed by later moderation.

Uranium-related stocks also stood out. Boss Energy Limited (ASX:BOE) and Deep Yellow Limited (ASX:DYL) showed elevated price ranges, driven by activity in the uranium segment. These movements were part of broader patterns observed across global energy commodity-linked entities during the tariff announcement phases.

Healthcare and Technology Stocks Showed Price Momentum

Healthcare and biotech companies posted notable gains during the same period. Pro Medicus Limited (ASX:PME) and PolyNovo Limited (ASX:PNV), both in the medical technology category, experienced upward shifts in market valuation. PNV, in particular, tracked strong momentum, with sustained price growth during the correction period.

In the technology space, Megaport Limited (ASX:MP1) demonstrated rising interest with positive price movements. Operating in the data and connectivity segment, MP1 benefited from increasing sector attention amid trade instability. Its performance aligned with broader trends in cloud infrastructure and network-focused technology.

Another key performer was Life360 Inc (ASX:360), active in digital safety services. Despite external market pressures, its share price remained buoyant, reflecting ongoing activity in the mobile tech space.

Consumer and Retail Sectors Delivered Mixed Results

Retail and consumer sectors showed divergent trends during the correction. Domino’s Pizza Enterprises Limited (ASX:DMP) saw a rise in share price during the early stage of the trade disruption. Food delivery and consumer convenience services were among the more insulated areas during this phase, which contributed to price resilience for entities like DMP.

Automotive retail brand Eagers Automotive Limited (ASX:APE) also tracked positive movement over the correction period. Automotive service and distribution showed temporary strength, though later retracements were observed. Meanwhile, The a2 Milk Company Limited (ASX:A2M) posted an upward trend initially but later faced moderation in its market position.

Energy and Materials Sectors Reflected Broader Volatility

Energy and resource-extraction companies experienced highly varied performance across the ASX 100. Karoon Energy Limited (ASX:KAR) and Pilbara Minerals Limited (ASX:PLS) operated in energy and lithium, respectively, showing fluctuations aligned with commodity pricing dynamics. PLS, active in lithium production, aligned with global interest in battery materials, which offered price support despite trade-related impacts.

Liontown Resources Limited (ASX:LTR) and Coronado Global Resources Inc (ASX:CRN) further demonstrated shifts typical of the broader materials sector. Coal and battery minerals saw alternating interest across the trade correction timeline.

Iron ore producers such as Champion Iron Limited (ASX:CIA) also recorded changes in share price in response to export dynamics. The pricing of steel-related exports during the trade policy upheaval influenced movement across the broader materials sector, reflected in CIA's performance.

Real Estate and Diversified Financials Reacted to Broader Market Sentiment

Real estate and asset management stocks moved in tandem with overall market sentiment. Home Consortium Limited (ASX:HMC) was one such entity that responded to broader ASX 100 movements. The company is involved in retail property ownership and management, and tracked share price variations reflecting sentiment shifts across the listed property sector.

Helia Group Limited (ASX:HLI), operating in the mortgage insurance space, saw moderate changes as well. Exposure to housing market stability influenced performance trends during the period of index volatility.

Industrial services provider Johns Lyng Group Limited (ASX:JLG), which operates across construction and insurance restoration services, marked price movements driven by market dynamics rather than trade-specific events. Its involvement in critical infrastructure contributed to its listing among notable performers in the ASX 100 share price listings during the period.