As earnings season continues, the experts are busy reviewing company reports and re-rating shares a buy, hold, or sell.
Here are three new opinions published on The Bull this week.
Charter Hall Long WALE REIT (ASX: CLW)
The Charter Hall Long WALE REIT has fallen 4.6% over the past 12 months.
The ASX REIT reported operating earnings of $90.6 million, up 2%, for 1H FY26.
Dylan Evans from Catapult Wealth has a buy rating on this ASX real estate investment trust (REIT).
Evans said:
This Australian real estate investment trust reported solid first half results in fiscal year 2026, which were in line with expectations.
Statutory earnings of $153.6 million increased 209 per cent compared to the prior corresponding period.
Net tangible assets of $4.68 per security were up 2 per cent from June 30, 2025.
CLW’s share price has declined due to the re-emergence of inflation and its impact on interest rates and bond yields.
CLW appeals for its reliable income stream. It was recently trading on a dividend yield above 6.5 per cent, supported by a high quality property portfolio with occupancy of 99.9 per cent and a weighted average lease length of more than nine years.
ASX Ltd (ASX: ASX)
The ASX share price has fallen 21.1% over the past 12 months.
The company reported an 11.2% increase in revenue to $602.8 million for 1H FY26.
Statutory net profit after tax (NPAT) was $263.6 million, up 8.3%, and total expenses were $264.3 million, up 20%.
Evans has a hold rating on this ASX financial share.
He explains:
The financial markets operator has struggled for several years. It continues to face regulatory scrutiny after technology issues.
Total expenses of $264.4 million in the first half of 2026 were up 20 per cent, partly as a result of costs associated with the inquiry by the Australian Securities and Investments Commission, which cited ASX operational and governance issues in its interim report.
However, Evans thinks the outlook for ASX Ltd is improving.
It has consistently grown its revenues, courtesy of a near monopoly position.
If the company can reduce costs and sustain revenue growth, earnings should benefit moving forward.
Aussie Broadband Ltd (ASX: ABB)
The Aussie Broadband share price has increased 28.4% over the past 12 months.
Aussie Broadband reported a 13.5% increase in underlying EBITDA to $74.7 million for 1H FY26.
Earlier this month, the telco announced it intends to buy the telecommunications business of AGL Energy Ltd (ASX: AGL).
Aussie Broadband will pay AGL $115 million worth of scrip upfront, with a further $10 million in scrip to be paid in tranches.
Jonathan Tacadena from MPC Markets has a sell rating on the ASX telecommunications share.
He says:
ABB’s acquisition of AGL Energy’s telecommunications business looks like a genuinely good deal.
It adds an estimated 350,000 broadband services and mobile connections to ABB’s customer base.
The acquisition is expected to be completed in June 2026. Migration is expected to be completed in the first half of fiscal year 2027.
ABB shares soared sharply on the news, but then retreated. Technically, that’s a bearish sign.
We believe good news from the AGL deal is priced into the stock, so we would be inclined to cash in some gains.
The Aussie Broadband share price has fallen from $6.09 on 22 October to $5.11 at yesterday’s close.
The post Buy, hold, sell: Charter Hall Long WALE, ASX, Aussie Broadband shares appeared first on The Motley Fool Australia.
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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Aussie Broadband. The Motley Fool Australia has recommended Aussie Broadband. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.