• Buy, hold, sell: Deep Yellow, SGH, Telstra shares

    Woman holding her glasses and looking at her laptop.

    S&P/ASX 200 Index (ASX: XJO) shares are deeply in the red, down 1.9% to 8,621.6 points on Thursday.

    Amid ongoing market weakness, here are three fresh buy, hold, and sell calls from the experts.

    Deep Yellow Ltd (ASX: DYL)

    The Deep Yellow share price is $1.15, down 2.1% today and down 42% over 12 months. 

    Morgans has a speculative buy call on this ASX 200 uranium share. 

    The broker said: 

    FID deferral looks increasingly justified — The decision to defer Tumas has coincided with a ~20% increase in long-term uranium prices and a more favourable contracting environment, strengthening the economics of project development.

    Tumas is increasingly de-risked ahead of 4Q26 FID — Detailed engineering is nearing 80% completion, bulk earthworks are complete, key infrastructure agreements are in place, and financing work continues to advance.

    A rare long-life uranium asset — With a 118.2Mlb U3O8 Mineral Resource, targeted production of 3.6Mlbpa and a mine life exceeding 30 years, Tumas has the potential to become a globally significant uranium operation.

    Telstra Group Ltd (ASX: TLS)

    The Telstra share price is $4.82, down 0.3% today and down 0.7% over 12 months. 

    John Athanasiou from Red Leaf Securities has a hold rating on this ASX 200 telco share. 

    On The Bull this week, Athanasiou said: 

    Telstra provides relatively defensive earnings and reliable cash flow during what has been a volatile period for equity markets.

    The mobile division remains the key earnings driver, while infrastructure assets add stability. However, expectations are already reflected in the share price, and recent network service concerns create reputational risk.

    Hold for income rather than substantial near term capital growth.

    SGH Ltd (ASX: SGH)

    The SGH share price is $37.11, down 1.1% today and down 25% over 12 months. 

    Mark Gardner from MPC Markets has a sell rating on this ASX 200 industrials share. 

    Gardner explained: 

    This diversified company has businesses across industrial services, energy and media. It owns integrated construction materials business Boral and equipment hire business Coates. WesTrac is the sole authorised Caterpillar dealer in Western Australia, New South Wales and the Australian Capital Territory.

    Group earnings before interest and tax of $1.554 billion in full year 2026 were up just 1 per cent on the prior corresponding period. Underlying net profit after tax of $920 million was broadly flat.

    SGH is exposed to the Australian construction sector, which is experiencing increasing insolvencies.

    SGH shares have fallen from $46.34 on August 10 to trade at $36.73 on September 24.

    Investors may want to consider cashing in some gains.

    SGH expects to deliver flat to low single digit EBIT growth in full year 2027.

    The post Buy, hold, sell: Deep Yellow, SGH, Telstra shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Deep Yellow right now?

    Before you buy Deep Yellow shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Deep Yellow wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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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 Caterpillar. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Own Betashares ASX ETFs? Here’s your next dividend

    Numerous Australian dollar notes laid out.

    Betashares has announced its next lot of distributions (dividends) for its ASX exchange-traded funds (ETFs).

    The ex-dividend date is today.

    Investors will receive their dividends on 16 October.

    Betashares ETF dividends

    Here are the final distribution amounts for Betashares ETFs.

    The Betashares Australia 200 ETF (ASX: A200) will pay 167 cents per unit. 

    Betashares Ethical Diversified Balanced ETF (ASX: DBBF) will pay 15.6 cents per unit.

    The Betashares Ethical Diversified Growth ETF (ASX: DGGF) will pay 10.3 cents per unit.

    Betashares Diversified All Growth ETF (ASX: DHHF) will pay 19.6 cents per unit.

    Betashares Diversified Balanced ETF (ASX: DVBA) will pay 14.6 cents per unit. 

    Betashares Diversified Growth ETF (ASX: DVGR) will pay 14.3 cents per unit. 

    Betashares Diversified High Growth ETF (ASX: DVHG) will pay 12.3 cents per unit.

    Betashares Ethical Diversified High Growth ETF (ASX: DZZF) will pay 4.6 cents per unit.

    Betashares Global Green Bond Currency Hedged ETF (ASX: GBND) will pay 23.1 cents per unit.

    Betashares US Treasury Bond 20+ Year Currency Hedged ETF (ASX: GGOV) will pay 15 cents per unit.

    Betashares S&P Global High Dividend Aristocrats ETF (ASX: INCM) will pay 15.1 cents per unit.

    Betashares FTSE Global Infrastructure Shares Currency Hedged ETF (ASX: TOLL) will pay 21.3 cents per unit.

    Betashares U.S. Treasury Bond 7-10 Year Currency Hedged ETF (ASX: US10) will pay 53.6 cents per unit.

    Betashares Inflation-Protected U.S. Treasury Bond Currency Hedged ETF (ASX: UTIP) will pay 27.8 cents per unit.

    Betashares Global Aggregate Bond Currency Hedged ETF (ASX: WBND) will pay 57.2 cents per unit.

    View final distributions for Betashares ETFs that pay monthly dividends here.

    Want to reinvest your dividends?

    A distribution reinvestment plan (DRP) is available for Betashares ETFs.

    Betashares’ registrar, MUFG Corporate Markets, must receive your DRP election by 5pm AEDT on Monday, 5 October.

    The DRP prices for each ETF will be announced later today.

    Own other ASX ETFs?

    Vanguard has also announced its next lot of dividends for Vanguard Australian Shares Index ETF (ASX: VAS) and other ETFs.

    The ex-dividend date for Vanguard distributions is today.

    Vanguard will pay investors on 16 October.

    BlackRock has also announced the next distributions for iShares S&P 500 ETF (ASX: IVV) and other ETFs in its stable.

    Those ETFs have already gone ex-dividend.

    BlackRock will pay its ETF investors on 9 October.

    Global X has also announced its next dividend payments.

    The ex-dividend date is tomorrow.

    The post Own Betashares ASX ETFs? Here’s your next dividend appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BetaShares Australia 200 ETF right now?

    Before you buy BetaShares Australia 200 ETF shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BetaShares Australia 200 ETF wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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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 no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Why are Lynas Rare Earths shares crashing 6% today?

    Female miner in hard hat and safety vest on laptop with mining drill in background.

    Lynas Rare Earths Ltd (ASX: LYC) shares are down around 6% in Thursday lunchtime trade, to $13.04 a piece.

    Today’s slump means the shares have now fallen 16% over the past month, but they’re still around 7% higher for the year-to-date.

    It’s been a rocky start to the year for the ASX rare earths miner. Geopolitical volatility, higher costs, and investors taking their gains off the table after a strong rally earlier this year have all acted as strong headwinds for the Lynas Rare Earths share price.

    The miner’s FY26 results announcement in late-August hasn’t helped sentiment either. 

    The company posted a record FY26 profit and revenue, as company growth continues to ramp up. It reported a 76% increase in revenue and a 282% increase in EBITDA. Lynas Rare Earths also confirmed it is focused on ramping up new assets in FY27 and growing its global presence.

    But the miner’s $222.4 million net profit was a miss versus analysts expectations of around $242.5 million. And it raised red flags about costs going forward.

    Why are the shares falling again today?

    Ahead of the ASX open this morning, Lynas Rare Earths announced plans to acquire all shares in Meteoric Resources Ltd (ASX: MEI) via an all-scrip deal, valued at approximately A$968 million.

    Meteoric shareholders will receive 0.0207 new Lynas shares per Meteoric share held, while Lynas Rare Earths boosts its resource base, including the largest ionic clay rare earth resource outside China.

    As part of the announcement, the company also flagged that it is moving forward with plans to diversify its resource base, expanding its global footprint and enhancing supply of critical minerals at a time of robust demand. 

    The company said that investors should watch for further announcements as the deal moves through regulatory and shareholder processes into early 2027.

    Again, it looks like investors are spooked about the execution risk surrounding the deal, and many are offloading their shares.

    Are Lynas Rare Earths a buy, sell or hold now?

    It looks like analysts are more excited by the ASX mining company’s potential than the company’s shareholders.

    Market Index data show they expect Lynas’ shares to jump again this year. The majority of brokers have a strong buy rating on the miner’s shares, and the $19.56 average target price implies a potential 50% upside, at the time of writing. 

    Sentiment is similar on TradingView. The majority (11 out of 16) of analysts have a buy/strong buy rating on the shares. The $18.71 average target price implies an upside of around 44%. Whereas, the more bullish of the bunch think Lynas Rare Earths shares could climb 77% higher to $23 over the next 12 months, at the time of writing.

    The post Why are Lynas Rare Earths shares crashing 6% today? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Lynas Rare Earths Ltd right now?

    Before you buy Lynas Rare Earths Ltd shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Lynas Rare Earths Ltd wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.