
S&P/ASX 200 Index (ASX: XJO) shares are down 2.4% over 12 months.
The US-Iran conflict, high oil prices, rising inflation and interest rates, and multi-decade high bond yields are all weighing on the market.
Amid the current weakness, experts provide their insights on three ASX stocks (courtesy The Bull).Â
Sigma Healthcare Ltd (ASX: SIG)
The Sigma Healthcare share price is down 5% over 12 months.
Toby Grimm from Baker Young has a buy rating on this ASX 200 healthcare share.
Grimm explained:
Sigma Healthcare is a wholesale distributer of pharmaceutical goods and medicines.
Sigma merged with pharmaceutical retail giant Chemist Warehouse in 2025.
The company’s share price has retreated to appealing entry levels at October 15.
Its competitive position remains unrivalled, in our view. Structural health trends should continue to support organic growth.
Although some competition is likely, the GLP-1 weight loss drug rollout should boost treatment sales.
The Chemist Warehouse branded store network is forecast to generate double digit, like-for-like sales growth in full year 2027.
Collins Foods Ltd (ASX: CKF)
The Collins Food share price is down 17% over 12 months.
Grimm has a hold rating on this ASX 200 consumer discretionary share.Â
He said:Â
The company operates KFC restaurants in Australia, Germany and the Netherlands.
The shares have fallen from $11.68 on November 28, 2025 to trade at $8.64 on October 15, 2026.
Consumer sentiment is weakening due to cost-of-living pressures, higher interest rates and housing market weakness.
However, underlying spending patterns are far more resilient than sentiment indicators suggest.
Australian sales continue to grow in the high single digits.
CKF offers a solid dividend yield and is a reasonably priced defensive exposure that we’re happy to hold.
iShares MSCI South Korea AUD ETF (ASX: IKO)
The IKO share price is up 55% over 12 months.Â
IKO ETF was the best performer out of the more than 400 exchange-traded funds (ETFs) on the market in FY26.
The IKO ETF delivered a stunning one-year total return of 171%, including a dividend yield of 4.6%.
That was the result of South Korea’s stock market near-tripling in value over the 12 months.
Andrew Wielandt from DP Wealth Advisory has a sell recommendation on IKO ETF shares.
Wielandt said:Â
This exchange traded fund provides exposure to major South Korean companies, including technology and industrial businesses.
IKO is exposed to cyclical global demand, particularly in semiconductors and memory chips.
Given IKO’s concentrated and heavy exposure to technology, we would be inclined to cash in some gains in this volatile environment.
The shares have risen from $137.65 on October 16, 2025 to trade at $220.55 on October 15, 2026.
The post Buy, hold, sell: Sigma Healthcare, Collins Foods, IKO ETF 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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended Collins Foods. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

