Looking for investment ideas this month? Below are three options to consider next week.

Here’s what you need to know about these highly rated ASX shares:

BetaShares Global Cybersecurity ETF (ASX: HACK)

The first ASX share for investors to look at is an ETF. The BetaShares Global Cybersecurity ETF provides investors with exposure to the leaders in the global cybersecurity sector. This is a sector that is heavily under-represented on the ASX. Which is a big shame given how demand for cybersecurity services is forecast to grow materially in the future. Among the companies in the fund that you’ll be owning a slice of are cybersecurity giants Accenture, Cloudflare, Crowdstrike, Okta, and Palo Alto Networks.

REA Group Limited (ASX: REA)

Another ASX share to consider is property listings company REA Group. It is best-known for the realestate.com.au website, which has been dominating the ANZ market for years. This continued in FY 2021, with the company recording an average of 121.9 million monthly visits to its website. This was up 35% year on year and is 3.3 times greater than its nearest competitor. In light of this dominance, the booming housing market, and new acquisitions and revenue streams, REA Group has been tipped to grow strongly in the coming years by the team at Macquarie. As a result, the broker has an outperform rating and $192.00 price target on its shares.

TechnologyOne Ltd (ASX: TNE)

A final ASX share to look at is TechnologyOne. It is Australia’s largest enterprise software company, providing a global software as a service (SaaS) ERP solution that transforms business and makes life simple for its customers. At the last count, there were well over 1,000+ leading corporations, government agencies, local councils and universities being powered by its software. This has underpinned strong recurring revenue growth and is expected to continue doing so in the coming years. For example, management is targeting annual recurring revenue (ARR) of over $500 million by FY 2026. This is almost double its current base ARR of $257.5 million. Bell Potter is a fan and has a buy rating and $15.00 price target on its shares.

The post 3 highly rated ASX shares to buy next week appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. owns and has recommended BETA CYBER ETF UNITS. The Motley Fool Australia owns and has recommended BETA CYBER ETF UNITS. The Motley Fool Australia has recommended REA Group Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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The next year is just around the corner. There are several ASX dividend shares that are buy-rated by experts for 2022 that could provide attractive income for at least the next couple of years.

Just because a business pays a dividend, doesn’t automatically make it a buy. For example, plenty of analysts actually rate the Commonwealth Bank of Australia (ASX: CBA) share price as a sell right now.

But these two ASX dividend shares could be income leaders:

Adairs Ltd (ASX: ADH)

Adairs is rated as a buy by the broker Morgans, with a price target of $4.80. This suggests a potential rise of the Adairs share price by around 25% over the next 12 months, if the broker is right.

Morgans thinks Adairs is going to pay a grossed-up dividend yield of 8.6% in FY22 and 10.8% in FY23.

The broker’s most recent thoughts have been on the acquisition of Focus on Furniture, which Morgans and management think will add at least around 10% to profit in FY23 once fully integrated into the Adairs business.

Adairs is now a business that has a sizeable presence in both homewares and furniture. In FY21, Focus made revenue of over $150 million with a network of 23 stores and a small but growing online channel. The ASX dividend share sees strong growth potential which could drive sales to more than $250 million over the next five years with a national store rollout and growing online sales.

The company is planning more profit growth from opening more stores, shifting to bigger stores (which are substantially more profitable than smaller ones), being more efficient with costs and growing online sales.

According to Morgans, the Adairs share price is valued at 9x FY23’s estimated earnings.

Brickworks Limited (ASX: BKW)

Brickworks has maintained or increased its normal dividend every year for the last 45 years.

The ASX dividend share is currently rated as a buy by the broker Ord Minnett, with a price target of $26.20.

This broker is expecting Brickworks to pay a grossed-up dividend yield of 3.6% in FY22 and 3.75% in FY23.

Brickworks is experiencing a very high level of demand for land for industrial properties through its joint venture property trust. Surplus operational Brickworks land is sold into this trust. Once a lease pre-commitment is secured the serviced land can be used as security, with debt funding used to cover the cost of constructing the facilities.

At the end of FY21, Brickworks’ 50% share was $911 million, with the assets generating around $89 million in gross annual rent.

Not only are there two huge facilities being built for Amazon and Coles Group Ltd (ASX: COL), but other large properties are being built for Woolworths Group Ltd (ASX: WOW), Australia Post and Xylem.

Once those facilities (and other pre-committed developments) are completed, it was expected to result in an increase in leased assets of around $1.2 billion and gross rent of $50 million over the next two years.

The ASX dividend share also recently announced that the completion of a new brick plant will allow consolidation and the release of 75 hectares of land to be sold into the property trust, extending the development pipeline to meet the unprecedented demand for industrial development.

Brickworks also owns a large amount of Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) shares, which provides steadily increasing dividends to Brickworks, and diversification.

The post 2 great ASX dividend shares rated as buys for 2022: experts appeared first on The Motley Fool Australia.

More reading

• Here’s why the Brickworks (ASX:BKW) share price has lots of potential
• How is 2022 shaping up for the Brickworks (ASX:BKW) share price?
• 2 buy-rated ASX dividend shares with strong yields
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• Is the Brickworks (ASX:BKW) share price a buy? Leading brokers weigh in

Motley Fool contributor Tristan Harrison owns Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. owns and has recommended ADAIRS FPO and Brickworks. The Motley Fool Australia owns and has recommended ADAIRS FPO, Brickworks, COLESGROUP DEF SET, and Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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Are you interested in investing in the retail sector? If you are, you may want to look at the ASX retail shares that Bell Potter has tipped as buys for 2022.

Here’s what the broker is saying about the sector and these shares:

Retail outlook

Bell Potter has concerns over the retail sector due to a number of factors. However, that doesn’t mean that some retail shares don’t have the potential to generate strong returns for investors.

Commenting on its concerns, the broker said: “We are cautious on the lookout for discretionary retailers based on several factors. These include: 1) emerging inflationary pressures and the prospects of rising interest rates; 2) the expected ramp-up of international travel in CY22, which will reduce share of wallet to retailers; and 3) ongoing risks surrounding the pandemic.”

Nevertheless, the ASX retail shares that Bell Potter believes are in the buy zone are as follows:

Accent Group Ltd (ASX: AX1)

Bell Potter is a fan of this leading footwear-focused retailer and has a buy rating and $3.05 price target on its shares. The broker believes Accent’s shares trade on undemanding multiples and offer a generous yield.

It commented: “The company’s recent AGM update indicated strong forward momentum, including a material upgrade in expected store openings in FY22, a turnaround in Glue Store, continued sales traction in Stylerunner which we believe offers material growth prospects, and the signing of a new exclusive distribution agreement for Reebok. AX1’s valuation is undemanding with FY23 PE of ~14x, and the dividend yield is an attractive ~5% (ff).”

City Chic Collective Ltd (ASX: CCX)

This plus-sized fashion retailer is another the broker likes. It currently has a buy rating and $7.40 price target on City Chic’s shares.

Bell Potter explained: “[City Chic] is a collective of customer-led brands including City Chic, Avenue, Evans, CCX, Hips & Curves and Fox & Royal. Following CCX’s recent acquisitions of Evans and Navabi, the company now has four high traffic online platforms across four key markets. These include City Chic in ANZ, Avenue in the USA, Evans in the UK and Navabi in Europe (primarily Germany, France and the UK). CCX also recently announced multiple new marketplace partnerships with major retailers across all key regions. With this foundation, plus >$60m in net cash available to acquire additional brands/ businesses, we believe CCX is well placed to grow market share globally.”

Propel Funeral Partners Ltd (ASX: PFP)

Finally, the broker is positive on this funerals company due to its defensive qualities and an expected volume recovery post-pandemic. Bell Potter has a buy rating and $5.00 price target on the company’s shares.

It commented: “Based on a proven growth strategy, the leadership of an experienced management team and with a strengthened balance sheet in place (post recent equity raise), we believe PFP is well positioned to drive further industry consolidation. PFP also stands to benefit from the attractive industry fundamentals, including the positive long term trend in case volumes underpinned by an ageing population, the industry’s highly defensive attributes and the relatively high barriers to entry.”

The post Bell Potter names the best ASX retail shares to buy in 2022 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Accent Group and Propel Funeral Partners Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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Last week saw a number of broker notes hitting the wires once again. Three buy ratings that investors might want to be aware of are summarised below.

Here’s why brokers think investors ought to buy them next week:

CSL Limited (ASX: CSL)

According to a note out of Morgans, its analysts have retained their add rating and lifted their price target on this biotherapeutics giant’s shares to $334.70. This follows the announcement of the acquisition of Swiss pharma giant Vifor Pharma for $17 billion. Morgans is a fan of the acquisition and doesn’t believe it should be interpreted as a sign that CSL’s core business’ growth is coming to an end. The CSL share price ended the week at $272.10.

JB Hi-Fi Limited (ASX: JBH)

A note out of Ord Minnett reveals that its analysts have upgraded this retail giant’s shares to a buy rating with a slightly trimmed price target of $54.00. The broker believes JB Hi-Fi is well-placed to continue benefiting from elevated consumer spending. This is expected to underpin strong earnings and generous dividends in the near term. The JB Hi-Fi share price was fetching $47.65 at Friday’s close.

Westpac Banking Corp (ASX: WBC)

Analysts at Citi have retained their buy rating and $27.50 price target on this banking giant’s shares following an update on its share buyback plans. According to the note, Citi was pleased to see that the bank has pledged to buyback shares on-market should its off market buyback not achieve the full $3.5 billion target. Outside this, the broker believes Westpac is the best value bank following its recent pullback. The Westpac share price ended the week at $21.03.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

More reading

• Is the CSL (ASX:CSL) share price a buy right now?
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Motley Fool contributor James Mickleboro owns Westpac Banking Corporation. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. owns and has recommended CSL Ltd. The Motley Fool Australia has recommended Westpac Banking Corporation. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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