Latest news with #shareprices
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.
News.com.au
17-05-2025
- Business
- News.com.au
Share Tips: This week's buy, hold and sell recommendations
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. Toby Grimm – Baker Young BUY Goodman Group (ASX:GMG) News flow from international and domestic data centre peers remains supportive. The well-timed $4bn capital raising underpins near-term investment requirements with relatively low debt levels. Chrysos Corporation (ASX:C79) The recent signing of a Master Service Agreement with a second gold mining leader – Newmont Mining – provides the company with a pathway to reaccelerate sales and further validates its PhotonAssay technology. HOLD Macquarie Group (ASX:MQG) Macquarie delivered better than expected full-year results demonstrating the resilience and diversity of the business with growth accelerating rapidly in the second half despite challenging market conditions. Endeavour Group (ASX:EDV) EDV's third quarter update suggests operational and market headwinds are abating. The announcement of new CEO Jayne Hrdlicka adds conviction to our medium-term recovery thesis. SELL Bendigo and Adelaide Bank (ASX:BEN) Following highly disappointing half-year results in February, BEN's investor update later this month poses a risk to the recent recovery in the share price, which now sits 10% above our valuation. Coles Group (ASX:COL) While the supermarket operator has performed admirably in the past year, we note a reinvigorated Woolworths has signaled increased competitive intensity and we see superior defensive value elsewhere. Tony Paterno – Ord Minnett BUY Woodside Energy Group (ASX:WDS) Our prior concerns have now well and truly shifted to the share price – the hard work appears to be done on strategy reset and the ~10% dividend yield outlook from 2029E is compelling for long-term investors. Judo Capital Holdings (ASX:JDO) The recent update was somewhat disappointing but we believe the 15%+ share price fall was an overreaction, especially if Judo can successfully roll out its business model. HOLD Sigma Healthcare (ASX:SIG) The main profit driver for SIG is Chemist Warehouse (CWG), which is trading strongly. Valuation at 49x FY26 continues to reflect success in the Australian roll-out and some offshore success. We think there will be better entry points to the stock ahead. ANZ Group Holdings (ANZ) There is much downside already discounted in the ANZ share price and it is trading at significantly lower valuation levels than its rivals. SELL Bank of Queensland (ASX:BOQ) Investor focus remains on BOQ's restructuring as it moves to a digitally focused retail bank. We think execution risk remains high. Regis Resources (ASX:RRL) Regis is the highest-cost, shortest-life gold miner under our coverage and is now unhedged. RRL's share price has rallied ~80% YTD and, in our view, is trading relatively expensively to peers.
