Latest news with #AndrewEddy
News.com.au
09-08-2025
- Business
- News.com.au
Stock Tips: A gold player, a blue-chip beast and bikes rev up this week
It's no easy gig analysing share prices and company performance but somebody's got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations. Andrew Eddy – Morgans Financial BUY Minerals 260 (ASX:MI6) Offers significant gold resource growth potential, clear M&A appeal and a path to production. Not without risk but seeing significant upside potential. Motorcycle Holdings (ASX:MTO) Has acquired profitable dealerships, expanded into new markets and strengthened its e-commerce capabilities, positioning itself for significant growth. HOLD Transurban Group (ASX:TCL) Offers stable returns with high-quality toll road assets, driven by population growth, economic development and strong pricing power through toll escalations. James Hardie (ASX:JHX) The highest quality building products business on the ASX, with strong returns on capital and a dominant market position. Just need to see an improving housing outlook in the US to become more bullish. SELL Santos (ASX:STO) Investors might consider taking some money off the table with Santos with limited upside to bid price but there are significant risks and hurdles for a deal to be completed. Cochlear (ASX:COH) Company recently downgraded guidance on slower growth in services and Cochlear Implant uptake. Still a quality stock but further downside earnings risks remain. Dylan Evans – Catapult Wealth BUY Wesfarmers (ASX:WES) Has reported good results in difficult conditions for retail. Should continue to do well as consumers benefit from easing inflation and falling rates. National Storage REIT (ASX:NSR) Well placed for growth, with modest debt and less than a 20% share of the fractured self-storage market. The recent takeover bid for its listed competitor Abacus is also positive for valuation. HOLD Telstra (ASX:TLS) Finally finding some momentum and growth across its two core divisions, mobile and InfraCo. Its leading mobile network remains a valuable asset, one which Telstra should be able to capture more value from. Challenger (ASX:CGF) Has been a disappointing investment for many years, but there are some positive tailwinds emerging. These include super moving from accumulation to retirement income, and government requirements for the development of alternative retirement income products. SELL Vicinity Centres (ASX:VCX) Operates a portfolio of well-located shopping centers across Australia. Occupancy is high but may see some pressure from a trend of retailers consolidating smaller stores into larger flagship locations. Iluka Resources (ASX:ILU) Iluka's move into rare earths represents a new direction for the company that will demand significant capital and is unlikely to contribute to earnings for many years. In the meantime, the core mineral sands business is volatile and uncertain.
Mercury
01-06-2025
- Business
- Mercury
Stock Tips: WTC could be a wise choice this week
Don't miss out on the headlines from Stockhead. Followed categories will be added to My News. It's no easy gig analysing share prices and company performance but somebody's got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations. Andrew Eddy – Morgans Financial BUY WiseTech Global (ASX:WTC) Wisetech is acquiring E2open, expanding its market reach and capabilities, driving revenue and EBITDA growth, and offering a compelling opportunity to further extend the company's growth runway. Aurizon Holdings (ASX:AZJ) Earnings from the Network and Coal segments will continue to deliver higher cash returns to shareholders and investment into Bulk and Containerised Freight will provide longer term growth. HOLD Lovisa Holdings (ASX:LOV) Lovisa's recent milestone of opening its 1,000th store globally signifies its strong growth and global presence. It continues to have ambitious expansion plans. Regis Resources (ASX:RRL) Regis is well positioned to maintain significant share price torque to the price of gold, aided by a robust production profile and underappreciated organic growth at Duketon. SELL Telstra (ASX:TLS) Although having some defensive qualities, Telstra continues to trade above its long-term average multiple, which is hard to justify considering its minimal long-term growth and competition risk. Adriatic Metals (ASX:ADT) Adriatic's share price has bounced recently on takeover talk. While high-grade metal assets with compelling economics are rare, everything has a price. Dylan Evans – Catapult Wealth BUY Goodman Group (ASX:GMG) Goodman Group's portfolio of quality industrial properties and data centres should be well supported by long-term demand trends in online retail and data hosting. Steadfast (ASX:SDF) As the largest general insurance broker in Australia, Steadfast offer exposure to growth in insurance premiums, but without the underwriting risk of the insurers. HOLD Auckland International Airport (ASX:AIA) As New Zealand's primary overseas travel gateway, Auckland Airport is a key piece of infrastructure. Overseas travel still lags pre-covid levels, but is showing signs of recovery. Woolworths (ASX:WOW) Woolworths has been losing market share to its competitors over the last few years and is now going through another restructure to regain this lost share. We expect regaining this momentum will take several years. SELL A2 Milk (ASX:A2M) The Chinese infant formula market is a key part of A2 milk's product sales. Despite reporting growth in its 1H25 results, this market faces long-term challenges, including declining birth rates. BWP Trust (BWP) A solid property trust on most metrics, with modest debt, high occupancy, and a decent 5.2% yield. Concern is always with the potential influence and reliance on Wesfarmers, who have an ownership stake and contribute 85% of the rental income via Bunnings. The views, information, or opinions expressed in the interviews in this article are solely those of the interviewee and do not represent the views of Stockhead. Stockhead does not provide, endorse or otherwise assume responsibility for any financial advice contained in this article. Originally published as Stock Tips: WTC could be a wise choice this week
