a day ago
Stock Tips: Which picks are as ‘safe as houses' this week? Maybe… houses?
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.
David Thang – Sequoia Financial Group
BUY
REA Group (ASX:REA)
A dominant player in the real estate listings and services space, with a solid balance sheet. The positive outlook in the property sector is supported by additional interest rate cuts and strong employment, hence increasing listing activity.
Evolution Mining (ASX:EVN)
The gold and copper producer is expected to benefit from high profit margins in both commodities over the medium term. Financial gearing has reduced, and double-digit earnings growth appears here to stay.
HOLD
A technology company that provides a platform for location-based services and family safety continues to increase subscriber growth and retention, underpinned by strong international expansion.
Car Group (CAR)
The global digital marketplace provider of online vehicle sales delivered excellent financial year 2025 results. Net profit is on the rise along with its dividend yield.
SELL
Bapcor (ASX:BAP)
Given profit is on the decline, a weakening sales outlook and board changes, we prefer others.
Boss Energy (ASX:BOE)
The Australian uranium exploration and mining company announced the resignation of its CEO and disappointing production guidance.
Sean Conlan – Leyland Private Asset Management
BUY
WiseTech Global (ASX:WTC)
We forecast FY25 core NPATA of $236 million, up +29% yoy and broadly in line with consensus, which assumes revenue growth of +16% yoy.
Bhagwan Marine (ASX:BWN)
A leading marine solutions provider to the oil and gas, port, civil and defence industries, growing market share in expanding markets.
HOLD
Woodside Energy Group (ASX:WDS)
Our lacklustre oil and weakening spot LNG outlook (in 2027/28) makes it difficult to become more positive here, particularly given recent strength in WDS shares.
Evolution Energy Minerals (ASX:EV1)
EVN offers effectively unhedged gold and copper exposure via a portfolio of high quality, long-life, low-cost assets in Tier 1 jurisdictions.
SELL
Beach Energy (ASX:BPT)
We are surprised the market hasn't reacted more negatively following FY25 results and reserves report. FY26 guidance points to a weaker outlook.
The FY25 result has caused us to become incrementally more cautious on the outlook for both China and the US, and downgrade to 'sell'.