Latest news with #WiseTechGlobal
News.com.au
3 days ago
- Business
- News.com.au
Stock Tips: WTC could be a wise choice 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 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.
Yahoo
5 days ago
- Business
- Yahoo
WiseTech Global (ASX:WTC) stock performs better than its underlying earnings growth over last five years
Buying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are hard to find, but they can generate massive returns over long periods. To wit, the WiseTech Global Limited (ASX:WTC) share price has soared 383% over five years. If that doesn't get you thinking about long term investing, we don't know what will. In more good news, the share price has risen 24% in thirty days. After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, WiseTech Global achieved compound earnings per share (EPS) growth of 23% per year. This EPS growth is lower than the 37% average annual increase in the share price. So it's fair to assume the market has a higher opinion of the business than it did five years ago. That's not necessarily surprising considering the five-year track record of earnings growth. This optimism is visible in its fairly high P/E ratio of 121.15. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Dive deeper into the earnings by checking this interactive graph of WiseTech Global's earnings, revenue and cash flow. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of WiseTech Global, it has a TSR of 388% for the last 5 years. That exceeds its share price return that we previously mentioned. The dividends paid by the company have thusly boosted the total shareholder return. WiseTech Global's TSR for the year was broadly in line with the market average, at 12%. It has to be noted that the recent return falls short of the 37% shareholders have gained each year, over half a decade. Although the share price growth has slowed, the longer term story points to a business well worth watching. It is all well and good that insiders have been buying shares, but we suggest you check here to see what price insiders were buying at. There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
WiseTech Global (ASX:WTC) stock performs better than its underlying earnings growth over last five years
Buying shares in the best businesses can build meaningful wealth for you and your family. While the best companies are hard to find, but they can generate massive returns over long periods. To wit, the WiseTech Global Limited (ASX:WTC) share price has soared 383% over five years. If that doesn't get you thinking about long term investing, we don't know what will. In more good news, the share price has risen 24% in thirty days. After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, WiseTech Global achieved compound earnings per share (EPS) growth of 23% per year. This EPS growth is lower than the 37% average annual increase in the share price. So it's fair to assume the market has a higher opinion of the business than it did five years ago. That's not necessarily surprising considering the five-year track record of earnings growth. This optimism is visible in its fairly high P/E ratio of 121.15. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Dive deeper into the earnings by checking this interactive graph of WiseTech Global's earnings, revenue and cash flow. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of WiseTech Global, it has a TSR of 388% for the last 5 years. That exceeds its share price return that we previously mentioned. The dividends paid by the company have thusly boosted the total shareholder return. WiseTech Global's TSR for the year was broadly in line with the market average, at 12%. It has to be noted that the recent return falls short of the 37% shareholders have gained each year, over half a decade. Although the share price growth has slowed, the longer term story points to a business well worth watching. It is all well and good that insiders have been buying shares, but we suggest you check here to see what price insiders were buying at. There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
News.com.au
5 days ago
- Business
- News.com.au
‘Uncertainty': ASX rises on temporary Trump pause
Australia's stock market closed higher on Thursday thanks to a rally in energy and information technology shares on the back of a US court ruling on President Donald Trump's tariff policy. The benchmark ASX 200 index crept higher closing up 12.9 points or 0.15 per cent to 8,409.80. The broader All Ordinaries traded in line with the ASX 200, also closing higher up 12.90 points or 0.15 per cent to 8,637.80. The Australian dollar is up and is now buying 64.43 US cents. On an overall positive day, seven of the 11 sectors closed in the green, led by energy, information technology and telecommunications services shares. Oil and gas producers Woodside Energy climbed 2.76 per cent to $22.73 while Santos is up 1.53 per cent to $6.65. WiseTech Global shares jumped 1.18 per cent to $108.77 while Technology One Limited closed 1.77 per cent higher at $40.77 and Life360 finished Thursday's trading up 2.11 per cent to $33.37. The big four banks also helped drive the market higher. CBA shares rose 0.37 per cent to $174.44, NAB gained 0.43 per cent to $37.50, ANZ finished marginally higher up 0.14 per cent to $28.92, and Westpac outshone the rest on Thursday up 0.76 per cent to $31.71. Australia's market closed slightly higher, despite a strong lead in from Wall Street with the three major futures index all trading higher. The Dow Jones were up 1.4 per cent, the S& P500 gained 1.7 per cent and the tech-heavy Nasdaq over 2 per cent higher. The market response was to the US Court of International Trade overnight ruling the President Trump had overstepped his authority when he imposed his 'Liberation Day' reciprocal tariffs, with the judges ordering the tariff order be vacated. eToro market analyst Josh Gilbert said the US courts declared tariffs illegal and must be stopped within 10 calendar days. 'Although this is a positive for investors in the short term, given the immediate rally we're seeing, the big question we'll be asking is does this end Trump's rampage on global trade? At this juncture, it seems unlikely,' he said. Mr Gilbert said the market was likely to continue to be volatile over the next 10 days but if the decision was held up, it would likely be a tailwind for markets. 'While investors may see risk as the first place they turn to, given the move higher we're seeing in equity futures, we're entering a window of uncertainty,' he said. 'The tariff news flow is changing day-to-day, and that's a reminder to manage your risk, especially given that it's far too early to see how this will play out.' In corporate news, Australia's data centres traded heavily in the green after Nvidia shook off fears that China's low-cost DeepSeek artificial intelligence model would impact the world's largest chip maker. Shares in DigiCo Infrastructure REIT rose 2.1 per cent to $3.35, Infratil rose 0.62 per cent to $9.80 and Megaport jumped 2.95 per cent to $13.95.
Yahoo
5 days ago
- Business
- Yahoo
ASX rises on latest Trump tariffs news
Australia's stock market closed higher on Thursday thanks to a rally in energy and information technology shares on the back of a US court ruling on President Donald Trump's tariff policy. The benchmark ASX 200 index crept higher closing up 12.9 points or 0.15 per cent to 8,409.80. The broader All Ordinaries traded in line with the ASX 200, also closing higher up 12.90 points or 0.15 per cent to 8,637.80. The Australian dollar is up and is now buying 64.43 US cents. On an overall positive day, seven of the 11 sectors closed in the green, led by energy, information technology and telecommunications services shares. Oil and gas producers Woodside Energy climbed 2.76 per cent to $22.73 while Santos is up 1.53 per cent to $6.65. WiseTech Global shares jumped 1.18 per cent to $108.77 while Technology One Limited closed 1.77 per cent higher at $40.77 and Life360 finished Thursday's trading up 2.11 per cent to $33.37. The big four banks also helped drive the market higher. CBA shares rose 0.37 per cent to $174.44, NAB gained 0.43 per cent to $37.50, ANZ finished marginally higher up 0.14 per cent to $28.92, and Westpac outshone the rest on Thursday up 0.76 per cent to $31.71. Australia's market closed slightly higher, despite a strong lead in from Wall Street with the three major futures index all trading higher. The Dow Jones were up 1.4 per cent, the S& P500 gained 1.7 per cent and the tech-heavy Nasdaq over 2 per cent higher. The market response was to the US Court of International Trade overnight ruling the President Trump had overstepped his authority when he imposed his 'Liberation Day' reciprocal tariffs, with the judges ordering the tariff order be vacated. eToro market analyst Josh Gilbert said the US courts declared tariffs illegal and must be stopped within 10 calendar days. 'Although this is a positive for investors in the short term, given the immediate rally we're seeing, the big question we'll be asking is does this end Trump's rampage on global trade? At this juncture, it seems unlikely,' he said. Mr Gilbert said the market was likely to continue to be volatile over the next 10 days but if the decision was held up, it would likely be a tailwind for markets. 'While investors may see risk as the first place they turn to, given the move higher we're seeing in equity futures, we're entering a window of uncertainty,' he said. 'The tariff news flow is changing day-to-day, and that's a reminder to manage your risk, especially given that it's far too early to see how this will play out.' In corporate news, Australia's data centres traded heavily in the green after Nvidia shook off fears that China's low-cost DeepSeek artificial intelligence model would impact the world's largest chip maker. Shares in DigiCo Infrastructure REIT rose 2.1 per cent to $3.35, Infratil rose 0.62 per cent to $9.80 and Megaport jumped 2.95 per cent to $13.95. Error in retrieving data Sign in to access your portfolio Error in retrieving data
