Author: openjargon

Shares in Tuas Ltd (ASX: TUA) have taken a beating over the past year, sliding more than 75% in value.

But the analysts at Morgan Stanley see a buying opportunity at these levels, and have an overweight recommendation on the Singapore-based telco’s shares with a bullish share price target, which I’ll get to shortly.

Tuas just this week announced its full-year results. Let’s see how they fared.

Solid rise in revenue and profit

Tuas reported revenue of S$187.6 million for the year, up 24%, with underlying EBITDA coming in at S$83.8 million, up 22%.

Executive Chair David Teoh said in the report that the company’s Simba division “achieved strong subscriber growth and solid financial performance”.

He went on to say:

Despite intensifying competition in Singapore’s telecommunications sector, the company successfully expanded both mobile and fixed broadband services. Active mobile services increased from 1,254,000 at the end of FY2025 to 1,458,000 as at 31 July 2026. Our fibre broadband business closed the year with 62,000 subscribers. Revenue grew by 24% year-on-year, while EBITDA on an underlying basis rose by 22% to S$83.8 million. Cashflow generation remained strong.

Mr Teoh said the company was developing new products for the Singapore market, which it intended to launch this financial year.

ASX telco shares looking cheap

Morgan Stanley said Tuas had been a game-changer for the Singaporean telco market.

They said:

TUA has significantly altered the Singapore mobile market via industry wide ARPU (average revenue per user) reductions and differentiated deals for consumers. It sees telcos’ SMB and Enterprise customers as offering a similar opportunity. Simba is offering 10GBps packages at S$139/mth, a discount to existing 1GBps packages.

Morgan Stanley said Tuas’ renewal rates remain very strong.

They said the company also faced increasing competition.

They added:

The other major change is increased competition at the budget end from other telcos. We see this strategy as painful in terms of cannibalising its own back books at much lower ARPUs. As the low-cost operator, we see TUA as well positioned to profitably sustain low ARPUs with increasing inclusions.

Tuas said regarding the outlook, it would “continue to grow EBITDA by the introduction of additional innovative products that will benefit consumers and businesses”.

The company added:

The Company expects that Simba will incur incremental capital and operating expenditure during FY27 in the range of S$15-S$30m to meet cyber security requirements imposed by Singapore regulators on all critical infrastructure owners.

Morgan Stanley has a price target of $4.35 for Tuas shares, compared with $1.79 at the time of writing.

The company is valued at $978.9 million.

The post Which ASX telco could jump 140% according to Morgan Stanley? appeared first on The Motley Fool Australia.

More reading

• Tuas FY26 results: revenue climbs, subscriber base expands
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Cameron England 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.

Tyro Payments Ltd vs Zip shares

If you’re eyeing the payments sector, Tyro Payments Ltd (ASX: TYR) and Zip Co Ltd (ASX: ZIP) are two major players you might have on your radar. Both are Aussie fintech companies making waves in digital transactions, but they take distinctly different approaches and have some big differences in their fundamentals. So, which payments stock is the better buy right now?

The case for Tyro Payments

Tyro Payments is a homegrown fintech that specialises in providing EFTPOS, business lending, and banking solutions, focusing largely on small to medium-sized businesses. According to its company profile, Tyro supports more than 76,000 Australian businesses, mainly serving the hospitality, retail, and healthcare sectors, and is gradually expanding into trades, accommodation, and services.

Looking at Tyro’s latest figures, a few things jump out:

• It has a market cap of $364.73 million, making it much smaller than some sector peers.
• Its P/E ratio sits at 17.39, which is lower than Zip’s.
• Tyro’s earnings per share are $0.039.
• There’s no dividend on offer at the moment, and franking data isn’t available for this article.
• Its Year To Date (YTD) return is -31.8%, signalling it’s had a rough year so far on the market.

While Tyro doesn’t pay a dividend and isn’t enjoying much momentum at the moment, its core business of merchant payment processing is critical to many Aussie SMEs and arguably less volatile than consumer-focused lending.

The case for Zip

Zip is best known for its Buy Now, Pay Later (BNPL) services, like Zip Pay and Zip Money. As of its latest public description, Zip is active across 12 countries, including Australia, New Zealand, and the United States. The company aims to disrupt traditional credit card models by offering flexible, interest-free payment solutions to consumers and merchants.

Key points from Zip’s fundamentals:

• Market cap stands at a robust $2.79 billion.
• Its P/E ratio is 24.50, higher than Tyro’s.
• Earnings per share are $0.091, noticeably higher than Tyro’s.
• Zip doesn’t pay a dividend either, so income investors will need to look elsewhere.
• The YTD return is -32.5%, so it has seen similar market pain as Tyro this year.

Zip’s BNPL model has found global traction but also faces macro headwinds and regulatory scrutiny. Its focus is on consumers and merchants who want alternatives to credit cards, making it a different beast to Tyro’s merchant-centric, bank-like model.

Valuation comparison

Tyro and Zip both trade on fundamentals that suggest they’re growth-oriented fintechs, but there are meaningful differences in valuation and scale.

Metric	Tyro Payments	Zip
Market Cap	$364.73 million	$2.79 billion
P/E Ratio	17.39	24.50
Earnings per Share	$0.039	$0.091
Dividend Yield	0.00%	0.00%
Year To Date Return	-31.8%	-32.5%

Note: Both companies list positive EPS figures, but their respective P/E ratios may be calculated using different measures of earnings (such as underlying or adjusted profit), which can explain why their P/E ratios and EPS numbers might not perfectly align on pure maths.

Neither company pays a dividend, so this is a straight-up growth story—no franking credits or yield to sway the decision. Zip’s higher P/E ratio and much larger market cap point to higher market expectations, but also, perhaps, higher perceived risk or growth.

Recent share price performance

Share price performance has been on the struggling side for both companies this year, so it’s not a story of momentum.

Comparing 25 August – 22 September 2026:

• Tyro’s share price fell from $0.83 on 25 August 2026 to $0.69 on 22 September 2026, representing a drop of 16.9% over this period.
• Zip’s share price fell from $2.66 on 25 August 2026 to $2.24 on 22 September 2026, a decrease of 15.8% across the same dates.
• Both have had a negative YTD return for 2026: Tyro at -31.8% and Zip at -32.5%.

Which is the better buy?

With both Tyro Payments Ltd and Zip languishing with negative returns in 2026 and neither paying a dividend, the decision comes down to business quality, growth potential, and valuation.

Personally, I’d lean toward Tyro Payments. Here’s why: Tyro’s lower P/E ratio suggests less frothy expectations from the market compared to Zip, so there may be less downside if sentiment stays cautious. Its business is deeply embedded with Australian merchants—a sticky and recurring revenue model. While Zip’s international scope and higher EPS are attractive, the Buy Now, Pay Later sector faces increased competition and regulatory clouds, and Zip’s higher valuation multiples reflect this more speculative trajectory.

Tyro is much smaller and arguably at an inflection point. If it can regain momentum, I think there’s more recovery potential for share price upside. That said, both companies are high-risk, high-reward options in a sector subject to shifts in sentiment and disruptive innovation. Ultimately, my pick would be Tyro Payments for investors who prefer a merchant-driven, lower-expectation play in payments.

The post Tyro Payments vs Zip: Which ASX Payments Stock Wins? appeared first on The Motley Fool Australia.

More reading

• 6 ASX 200 shares scoring renewed buy calls this week
• Is the Zip share price a bargain at $2.09?
• Down over 50%: 2 ASX shares to buy for global growth
• 4 ASX shares tipped by brokers to return 63% to 125%
• 7 ASX 200 shares with reaffirmed buy ratings this week

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Tyro Payments. 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

If you invest your superannuation into ASX dividend shares today, you can benefit from low tax rates, compound growth, and a passive income for when you decide to stop working.

But how much do you actually need in your super to generate the passive income you want to live off when you retire?

Let’s take a look, using $2,000 per week as an example.

I want to earn $2,000 per week in passive income, what do I need in my superannuation?

First of all, it’s important to note that ASX dividend shares don’t pay dividends to their shareholders on a weekly basis. Instead, they pay annually, twice per year, or some even pay every month.

That means that while you can strive for a $2,000-per-week income, it’ll be paid in chunks.

In that case, it’s easiest to calculate by thinking of your $2,000 weekly income as an annual sum.

Over the year, $2,000 per week totals $104,000.

Next, you need to divide that annual sum by the dividend yield of your portfolio.

Of course, the tricky thing is that the answer varies significantly depending on what shares you decide to invest in.

To help, here’s a guide for what you’d need in your superannuation if your portfolio had a dividend yield between 3% and 8%.

Breakdown by dividend yield

If your superannuation portfolio has a dividend yield of around 3%, you’ll need a balance of around $3.46 million to earn $104,000 in passive income each year.

Of course, a portfolio this size is out of reach for the majority of the population, so you’d either need to revise how much you expect to earn or increase your yield.

Because as the dividend yield of your portfolio goes up, the superannuation balance you’ll need to earn the same amount goes down.

For example, if you increase your yield to 4%, you’d need closer to $2.6 million to earn the same passive income. It’s still a lot, but it’s starting to become a lot more achievable. And remember, this is a passive income that you don’t need to do a lot for.

At a 4% yield, you could invest in long-standing blue-chip shares like BHP Group Ltd (ASX: BHP) or ANZ Group Holdings Ltd (ASX: ANZ).

Then, if your portfolio yields around 5%, your balance would need to be closer to $2.08 million to generate the same dividend income.

Woodside Energy Group Ltd (ASX: WDS) and Origin Energy Ltd (ASX: ORG) would be my top picks for a 5% yielding stock.

Increase that to a 6% or 7% dividend yield, and you’re looking at closer to $1.7 million or $1.4 million.

Amcor PLC (ASX: AMC) and Cash Converters International Ltd (ASX: CCV) yield around the 6% to 7% level.

Then, at an 8% dividend yield, you’d only need around $1.3 million in your superannuation to earn the same $104,000 annual passive income (equivalent of $2,000 per week) in your retirement.

For an ASX share yielding around 8%, I’d go for something like the Metrics Master Income Trust (ASX: MXT) or Betashares S&P Australian Shares High Yield ETF (ASX: HYLD).

Can’t I just invest in high-yielding stocks so I can earn the amount I want off a lower balance?

Yes, but it doesn’t make good investment sense. 

Generally, the higher the yield, the more risk associated with that investment.

So while you could earn the same passive income off a smaller balance, these stocks are subject to more volatility. And that could risk your entire portfolio.

Ideally, you want to strike a balance between a range of shares at several different yields to hedge against volatility and protect your portfolio from fluctuating prices.

The post How much superannuation do I need to earn $2,000 per week in passive income? appeared first on The Motley Fool Australia.

More reading

• 6 ASX 200 shares scoring renewed buy calls this week
• Buy, hold, sell: BHP, CSL, and Westpac shares
• BHP shares fall as mining operations grind to a halt
• 5 things to watch on the ASX 200 on Thursday
• Here are the most popular ASX share superannuation investments in SMSFs

Motley Fool contributor Samantha Menzies has positions in BHP Group. 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 positions in and has recommended Amcor Plc. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

AMP vs Perpetual shares: which ASX financial is better value?

Choosing between AMP Ltd (ASX: AMP) and Perpetual Ltd (ASX: PPT) means sizing up two ASX-listed financial veterans with serious pedigree but starkly different value stories. AMP has been shaking things up in recent years, while Perpetual’s recent big acquisition has added scale and diversification. For investors chasing value or dividends from the financial sector, there are some eye-catching contrasts here.

The case for AMP

AMP is one of Australia’s oldest names in finance, with roots going back more than 170 years. Originally a mutual providing life insurance, AMP today offers superannuation, investment management, banking, and insurances to millions of Australians and corporate customers. According to its most recent public profile, AMP offloaded Collimate Capital and reshaped its advice business through a joint venture—moves designed to leave behind legacy issues and focus on a simpler, stronger core.

What jumps out from AMP’s fundamentals is its robust share price run, up 41.2% year to date. That’s streets ahead of the broader financials sector and reflects a major rebound in market confidence. The current P/E ratio (34.05) shows the market’s expectations for at least steady profitability, alongside a modest EPS of 7.4 cents per share. Dividend yield sits at 1.98%, lower than most sector peers, with partial franking of 20%. This is a far cry from AMP’s rich historical income, but it’s a reflection of how the company has prioritised capital strength and repositioning in recent years.

The case for Perpetual

Perpetual is another stalwart, best known as an active asset manager and trusted trustee. The company, founded in 1886, has three distinct but complementary arms: investments, private wealth (serving high net-worth clients), and corporate trust services. Perpetual’s defining recent move was its acquisition of the Pendal Group in early 2023, creating a $200 billion global multi-boutique asset manager. That’s turned PPT into a true global player rather than just an Aussie incumbent.

Looking at the data, Perpetual trades on a P/E of 37.6, which is slightly higher than AMP’s. Their EPS, however, is negative at -16.2 cents—something not reflected in the P/E (suggesting this is based on an adjusted or forward earnings measure). The standout for value-oriented investors? PPT’s dividend yield is a chunky 6.22%—about three times AMP’s—though current franking is not disclosed in the latest figures. The dividend per share for the past year stands at $1.26, which dwarfs AMP’s 5 cents per share. Year to date, Perpetual shares are up 11.6%: solid, but outpaced by AMP’s rally.

Valuation comparison

Here are the clearest side-by-side metrics from the data provided:

	AMP	Perpetual
Market Cap	$6.20 billion	$1.93 billion
P/E Ratio	34.05	37.60
Earnings per share (EPS)	0.074	-0.162
Dividend Yield	1.98%	6.22%
Dividend per share	$0.05	$1.26
Franking	20%	–
Year To Date Return	41.2%	11.6%

Note: Perpetual’s reported P/E ratio may be based on a different earnings measure (perhaps underlying or forward earnings), as its latest EPS is negative while its P/E is positive.

If you’re hunting for yield, Perpetual jumps out: a 6.22% yield on a 20+ dollar share price is a big income carrot, even as franking on recent dividends appears mixed or undisclosed. AMP, meanwhile, is trading on a lower yield but with franking at 20%. Both carry high-ish P/E ratios for financials, though these aren’t directly comparable to banks and insurers, as both companies have unique business models and periodic restructuring noise affecting their numbers.

Recent share price performance

Comparing the period 25 August – 21 September 2026:

• AMP: AMP shares climbed from $2.40 to $2.55, up about 6.3% during this stretch, in line with a strong year-to-date move of 41.2%.
• Perpetual: PPT was notably volatile—shares began the period at $19.68 and closed at $16.64, a slide of about 15.5%. Notably, the biggest drop came on 21 September 2026, with the stock shedding 15.1% in a single day. Year to date though, the shares are still up 11.6%.

Which is the better buy?

If you’re after explosive price momentum, AMP has been on an absolute tear this year, with a 41% year-to-date gain and resilience even as its dividend story remains muted. For those prioritising yield, Perpetual offers three times the dividend payout and a historical commitment to income, but its negative EPS raises questions about underlying earnings power right now—and the stock has taken a beating in September.

Based on this snapshot, I’d lean toward Perpetual as better value for income investors who want fat, frequent dividends and some leverage to a global funds management franchise. However, the recent price wobble and negative EPS give me pause: this is not a “set and forget” investment and will likely see more volatility as Pendal integration plays out.

For growth-oriented or turnaround hunters, AMP’s strong price run and ongoing simplification make it a more energetic, if riskier, story—but the low yield means it’s less rewarding for patient dividend collectors.

My pick, for pure value and income, would be Perpetual—cautiously, with eyes wide open to volatility and the need for the business to get earnings back on a growth track.

The post AMP vs Perpetual: Which ASX financial stock is better value? appeared first on The Motley Fool Australia.

More reading

• GPT Group vs Dexus: Which ASX REIT is better value right now?
• Viva Energy, Codan, AMP shares reach 52-week highs: How much higher can they go?
• Buy, sell, hold: AMP, Wesfarmers, Woodside shares
• Perpetual rejects EQT’s final offer and confirms asset sale plans
• 7 ASX 200 shares with reaffirmed buy ratings this week

Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) endured a tough Thursday session today, dragging the value of many ASX shares lower. After what has been a relatively positive week for the share market, investors were not in a good mood today, with the ASX 200 opening sharply lower and staying down all session.

By the time trading wrapped up, the index had lost 0.71%, closing at a flat 8,702 points.

This rough day for the ASX followed a similarly bearish session over on the US markets.

The Dow Jones Industrial Average Index (DJX: .DJI) was not in favour, losing 0.68% of its value.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was even worse, diving 1.13%.

But let’s return to the local markets now though and dig a little deeper into what was happening with the different ASX sectors today.

Winners and losers

There were only a handful of sectors that managed to come out unscathed from today’s trading.

But first, it was gold stocks that were hit the hardest. The All Ordinaries Gold Index (ASX: XGD) was smashed, tanking 2.25%.

Real estate investment trusts (REITs) were punished too, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) plunging 1.95%.

We could say the same for mining shares. The S&P/ASX 200 Materials Index (ASX: XMJ) cratered by 1.46% this session.

Communications stocks weren’t popular either, evident from the S&P/ASX 200 Communication Services Index (ASX: XTJ)’s 1.07% tumble.

Financial shares weren’t riding to the rescue. The S&P/ASX 200 Financials Index (ASX: XFJ) had 1.07% shaved from its value.

Industrial stocks were our last losers of the day, with the S&P/ASX 200 Industrials Index (ASX: XNJ) dipping 0.2%.

Turning to the green sectors now, it was energy shares that were treated the most kindly. The S&P/ASX 200 Energy Index (ASX: XEJ) saw its value surge 1.17% this Thursday.

Consumer staples stocks held their value too, illustrated by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)’s 0.36% rise.

Utilities shares were also in that ballpark. The S&P/ASX 200 Utilities Index (ASX: XUJ) jumped 0.29% today.

Tech stocks were right behind, with the S&P/ASX 200 Information Technology Index (ASX: XIJ) advancing 0.25%.

Healthcare shares tied that result. The S&P/ASX 200 Healthcare Index (ASX: XHJ) also added 0.125% to its value.

Finally, consumer discretionary stocks managed to stay above water, as you can see by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)’s 0.09% bump.

Top 10 ASX 200 shares countdown

Our Thursday winner was retail stock Premier Investments Ltd (ASX: PMV). Premier shares rocketed 7.08% higher today, finishing up at $11.95 each.

This big move came after the company reported its full-year results, which clearly impressed the market.

Here’s how the other top stocks landed their planes:

ASX-listed company	Share price	Price change
Premier Investments Ltd (ASX: PMV)	$11.95	7.08%
Sunrise Energy Metals Ltd (ASX: SRL)	$23.13	6.84%
Washington H. Soul Pattinson and Co Ltd (ASX: SOL)	$48.33	6.20%
Elsight Ltd (ASX: ELS)	$5.16	5.74%
Data#3 Ltd (ASX: DTL)	$11.31	2.35%
Ansell Ltd (ASX: ANN)	$43.71	2.20%
BlueScope Steel Ltd (ASX: BSL)	$30.70	2.30%
TechnologyOne Ltd (ASX: TNE)	$29.65	2.14%
Breville Group Ltd (ASX: BRG)	$30.56	2.10%
Santos Ltd (ASX: STO)	$8.55	1.79%

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• 6 ASX 200 shares scoring renewed buy calls this week
• ASX 200 slides as investors head for the exits. Is there more pain to come?
• Everything you need to know about the Soul Patts dividend
• Buy, hold, sell: Echo IQ, Bluescope Steel, Lovisa shares
• Why are Premier Investments shares trading higher today?

Motley Fool contributor Sebastian Bowen has positions in Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Ansell, Data#3, and Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares are down 0.7% to 8,703.9 points on Thursday.

Meanwhile, brokers have maintained a positive view on several stocks this week.

Let’s take a look.

Zip Co Ltd (ASX: ZIP)

The Zip share price is $1.97, down 12% despite no news from the company today.

Over the past month, this ASX 200 financial share has fallen 22%.

UBS renewed its buy rating on Zip shares today.

The broker has a 12-month price target of $4.70.

This suggests a potential 134% upside ahead.

Insurance Australia Group Ltd (ASX: IAG)

The IAG share price is $7.82, down 0.8% today.

The ASX 200 insurance share has risen 3% over the past month.

UBS reiterated its buy rating on IAG shares yesterday with a price target of $9.25.

This implies potential capital gains of 18% ahead.

BHP Group Ltd (ASX: BHP)

The BHP share price is $61.02, down 1.7% on Thursday. 

Over the past month, this ASX 200 mining share has tumbled 9%.

Morgan Stanley reaffirmed its buy rating on BHP shares yesterday.

The broker has a 12-month target of $68.

This suggests a potential 11% upside ahead.

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price is $162.88, up 1% today. 

This ASX 200 healthcare share has fallen 16% over the past month.

Citi renewed its buy rating on Pro Medicus shares yesterday with a $225 target.

This implies potential capital growth of 38% over the next year.

Nickel Industries Ltd (ASX: NIC)

The Nickel Industries share price is 82 cents, down 3% today. 

Over the past month, this ASX 200 nickel share has fallen 8%.

Bell Potter renewed its buy rating on Nickel Industries shares this week.

The broker has a 12-month price target of $1.45.

This suggests a potential 77% upside ahead.

The broker said:

NIC is one of the world’s largest listed nickel producers and offers exposure across a range of nickel products and markets.

It has a track record of maintaining margins through low nickel prices, benefitting from its diversified product suite and margin exposure across an integrated value chain.

Stockland Corp Ltd (ASX: SGP)

The Stockland share price is $4.13, down 1.8% today. 

Over the past month, this ASX 200 property share has fallen 13%.

UBS renewed its buy rating on Stockland shares today.

The broker has a 12-month price target of $5.12.

This suggests a potential 24% upside ahead.

The post 6 ASX 200 shares scoring renewed buy calls this week appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• ASX 200 slides as investors head for the exits. Is there more pain to come?
• Buy, hold, sell: BHP, CSL, and Westpac shares
• Is the Zip share price a bargain at $2.09?
• BHP shares fall as mining operations grind to a halt

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen has positions in Zip Co. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended BHP Group and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you ask any investor, whether Australian or not, what the flavour of the month on the markets is right now, I’m sure the vast majority would say ‘artificial intelligence (AI)‘. AI is arguably the talk of the world right now. With commentators singing from the potential benefits of this powerful technology, to the possible dangers, and back to how it might enrich us through various stocks or exchange-traded funds (ETFs).

If you’re bullish on this technology, you might want to know which is the best way to put your money where your mouth is. So today, let’s go through what the best way to invest in AI might be here on the ASX.

Right off the bat, you might see a thematic ASX ETF with ‘AI’ in its name as the best port of call. The Global X Artificial Intelligence ETF (ASX: GXAI) is a great example. A fund of this nature will certainly get you some of the world’s most prominent and dominant AI stocks. For example, some top holdings of GXAI include Palantir Technologies, SpaceX, Microsoft Corporation, Meta Platforms, and Tesla. Those are just some of this fund’s (current) 88 holdings.

Another option might be the BetaShares NASDAQ 100 ETF (ASX: NDQ). Now, this ASX ETF doesn’t have AI in its name or in its mission statement. However, the index that it tracks, the NASDAQ 100, naturally contains most of the leading AI stocks on the US markets. AI leaders like NVIDIA, Alphabet, Micron Technologies, Advanced Micro Devices, and Apple are all amongst its largest holdings. As are Meta Platforms, Microsoft, SpaceX, Palantir and Tesla.

Plus, you get some high-quality companies that aren’t necessarily AI leaders thrown in too. That includes Amazon, Walmart, and Netflix.

Either (or both ) of these ASX ETFs would give an ASX investor plenty of exposure to artificial intelligence, all in one easy place.

ASX AI ETFs? Think outside the box for a cheaper fee

However, there is a cheaper option. See, neither of the two ASX ETFs named above are cheap, relatively speaking. The Global X Artificial Intelligence ETF charges an annual management fee of 0.57%. NDQ asks 0.48% per annum.

In contrast, a market-wide US index fund, such as the iShares S&P 500 ETF (ASX: IVV) asks just 0.04% per annum. That’s a difference between paying $64 a year for every $10,000 invested and paying $4 a year for that same $10k. That may not sound like a lot, but it does add up if one is investing for long periods of time.

Sure, the iShares S&P 500 ETF doesn’t invest in AI specifically. It is a lot more diversified than even the BetaShares Nasdaq 100 ETF. But it still offers significant exposure to many of the companies that are leading the AI race. Amongst its top holdings, you’ll find Nvidia, Apple, Microsoft, Alphabet, Meta Platforms, Micron Technology, Tesla, and AMD.

To round up, all of these ASX ETFs will provide an investor with some level of exposure to some of the world’s best AI stocks. If you want the purest, most direct AI investment, then the Global X Artificial Intelligence ETF is your best bet. But less-picky investors may want to consider the far cheaper, yet still AI-centred S&P 500 ETF.

The post Want to invest in AI? Here are the best ASX ETFs for 2027 appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Netflix. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, BetaShares Nasdaq 100 ETF, Meta Platforms, Micron Technology, Microsoft, Netflix, Nvidia, Palantir Technologies, Tesla, Walmart, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Netflix, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Just when it looked like CBA shares might find some support around $150, today has given shareholders another reason to worry.

Commonwealth Bank of Australia (ASX: CBA) shares dropped to $147.41 during the session, taking them back to levels not seen since February.

That put the stock just 43 cents above its 52-week low of $146.98, although buyers have since stepped back in.

At the moment, CBA has recovered to $149.45, but it is still down 1.06%.

September hasn’t been particularly kind, with the stock losing around 6% since the beginning of the month.

And with another RBA interest rate decision coming up next Tuesday, there’s plenty for investors to think about.

So, could $140 be the next stop?

Why are CBA shares falling?

Interest rates are back in the spotlight, and that’s not exactly what CBA shareholders want to hear right now.

The RBA has already lifted rates three times this year, taking the cash rate to 4.35%.

In its FY26 results, CBA reported that home loan applications fell 15% following May’s changes, while investor applications dropped 28%.

That’s quite a slowdown for Australia’s largest mortgage lender, particularly when housing demand is such an important part of its business.

CBA still expects housing credit growth of around 4% to 5% over the next 12 months, so it’s not all bad news.

But there’s another issue investors need to consider.

Despite the recent share price decline, CBA is still trading on a price-to-earnings (P/E) ratio of roughly 23x.

Keep in mind, that’s a hefty price to pay with borrowing costs climbing and mortgage demand showing signs of slowing.

Could $140 be next?

The first level I’m watching is $146.98, which is CBA’s 52-week low and a price it came close to testing today.

If that level gives way, $140 is only around 5% below today’s intraday low, so it’s not really a big move.

And brokers aren’t exactly expecting a quick recovery either.

According to TipRanks, 8 analysts have an average 12-month price target of $123.08, with forecasts ranging from $90 to $144.99.

That implies an 18% downside from the current share price, although broker forecasts don’t always play out as expected.

It’s worth remembering that CBA is still making plenty of money.

The bank reported a record FY26 cash profit of $10.98 billion, up 7%, and paid shareholders $5.05 in fully franked dividends.

Nonetheless, I think $140 is a realistic level to watch if CBA breaks below its February low.

The post CBA shares hit their lowest level since February. Could $140 be next? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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.

The S&P/ASX 200 Index (ASX: XJO) plunged below 8,650 points, shedding almost 120 points from Wednesday’s close.

Buyers have since returned, but the benchmark remains down 0.69% at approximately 8,705 points in early afternoon trade.

The selling has reached some of our biggest companies, leaving investors with little relief across several sectors.

And with another interest rate decision approaching, the next few sessions could prove very important.

So, is there more pain to come?

Wall Street gives investors little to cheer about

Aussie shares followed Wall Street lower after all 3 major US indices finished Wednesday’s session in negative territory.

The Dow Jones Industrial Average Index (DJX: .DJI) declined 0.68%, while the S&P 500 Index (SP: .INX) slipped 0.75%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) suffered the largest drop, falling 1.13%.

According to Reuters, rising oil prices and US Treasury yields weighed on sentiment, with the 10-year yield climbing above 5.1%.

That marked its highest level since 2007, as investors considered the possibility of further interest rate increases.

Mining heavyweights take a hit

Closer to home, BHP Group Ltd (ASX: BHP) has fallen 1.61% to $61.07 following an incident at its Escondida copper mine in Chile.

A worker reportedly died during maintenance work yesterday, prompting BHP to suspend all operational activities at the site.

The company hasn’t indicated when production will resume at the world’s largest copper mine.

Rio Tinto Ltd (ASX: RIO), which holds a 30% stake in Escondida, is also trading lower, slipping 0.93% to $166.06.

Banking shares aren’t providing much relief either.

Commonwealth Bank of Australia (ASX: CBA) has declined 0.84% to $149.775, and Westpac Banking Corp (ASX: WBC) is down 1.32% to $34.30.

Jobs data adds another twist

Today’s employment figures have given investors something else to consider ahead of next week’s RBA meeting.

The Australian Bureau of Statistics reported that unemployment rose to 4.6% in August, compared with 4.5% in July.

Employment increased by 39,500 people, although all the growth came from part-time positions.

Full-time employment declined by 6,300, while the participation rate increased to 67.1%.

Higher unemployment shows the labour market is easing, which could give the RBA more reason to hold interest rates next week.

The RBA will announce its next interest rate decision on Tuesday, 29th September.

Can the ASX 200 hold 8,700 points?

The immediate test is whether the benchmark can stay above 8,700 heading into today’s close.

Another break below 8,650 would put this morning’s low back in focus.

With the RBA’s decision on Tuesday and inflation figures due next Wednesday, I wouldn’t be surprised to see further volatility.

The post ASX 200 slides as investors head for the exits. Is there more pain to come? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Boss Energy vs Paladin Energy shares

With the global push for clean, reliable energy accelerating, uranium producers on the ASX have become a focus for Aussie investors. Two names leading the charge are Boss Energy Ltd (ASX: BOE) and Paladin Energy Ltd (ASX: PDN). Both companies aim to supply the growing demand for nuclear fuel, but their business scale, valuations, and recent share price histories diverge in interesting ways. If you’re weighing up Boss Energy shares versus Paladin Energy shares, here’s what stands out.

The case for Boss Energy

Boss Energy is an Aussie-based uranium producer with a 100% stake in the Honeymoon uranium project in South Australia, which came online in 2024. It also holds a minority stake in the Alta Mesa project in South Texas, operated by enCore Energy. Boss’s recent transformation from uranium developer to producer puts it in an exciting position as the uranium market heats up.

A few key metrics jump out:

• Market cap: $691.27 million – much smaller than Paladin Energy, making Boss a potential growth story if production ramps up successfully.
• P/E ratio: 263.93 – this reflects minimal reported earnings so far, as the Honeymoon mine is only just coming online.
• Dividend yield: 0.00% – Boss isn’t paying a dividend at present, which is no surprise for a company focused on ramping up production.
• Year-to-date (YTD) return: 9.9% – Boss’s share price has delivered a solid gain for investors this year.

For those who like early-stage producers with room to grow, Boss Energy represents a more agile uranium play compared to its much bigger rival.

The case for Paladin Energy

Paladin Energy is a seasoned operator in the global uranium sector, with its flagship Langer Heinrich Mine in Namibia – one of the world’s largest uranium mines. According to its most recent public description, although Paladin put its mine on care and maintenance in recent years (due to softer uranium prices), it’s well-placed to capitalise as global nuclear demand returns.

Here’s what stands out in the numbers:

• Market cap: $4.57 billion – Paladin is much larger than Boss, commanding a major presence among global uranium players.
• P/E ratio: 575.80 – Paladin’s earnings are still slim relative to its price, likely reflecting its transitional state, ramp-up costs, or perhaps adjustments for underlying earnings.
• Dividend yield: 0.00% – like Boss, Paladin isn’t returning cash to shareholders just yet.
• YTD return: 2.5% – shares have risen modestly this year, trailing Boss’s performance but reflecting the bigger, steadier nature of the business.

Paladin’s established global asset base may appeal to those who want scale and operational experience in uranium, albeit at a bigger company valuation.

Valuation comparison

Comparing these two uranium producers uncovers stark gaps:

Metric	Boss Energy Ltd	Paladin Energy Ltd
Market Cap	$691.27 million	$4.57 billion
P/E Ratio	263.93	575.80
Earnings per Share (EPS)	0.006	0.012
Dividend Yield	0.00%	0.00%
YTD Return	9.9%	2.5%

Note: Both companies’ reported P/E ratios are extremely high, reflecting the fact that each is in the early stages of commercial production, with limited earnings against their market valuations. Paladin’s P/E is nearly double that of Boss, but in both cases, current earnings are so slim that these multiples should be interpreted with caution. Also, note that the P/E ratios may be based on differing earnings measures, which could explain the disconnect with the corresponding EPS figures.

Neither company is offering dividends, so for now their investment appeal is about growth and positioning.

Recent share price performance

Comparing recent share price momentum:

• Boss Energy shares rose from $1.42 (31 Aug 2026) to $1.67 (21 Sep 2026), representing a bumpy but upward trend with some sharp swings.
• Paladin Energy shares fluctuated from $11.61 (31 Aug 2026) to $10.16 (21 Sep 2026), experiencing some big down days, including a -9.59% move on 11 Sept, before stabilising near $10.
• YTD, Boss is up 9.9%, while Paladin has returned just 2.5% according to the figures supplied.

Which is the better buy?

Based on the data discussed, I’d pick Boss Energy. Here’s why: Boss offers a smaller, more nimble uranium pure-play with a recent production start-up, stronger share price momentum this year, and a valuation multiple (while still sky-high!) that is lower than Paladin’s. Both companies currently offer zero yield and trade on lofty earnings multiples due to their early-stage or transitional earnings, but Boss appears to have delivered better recent returns and could have more upside if its Honeymoon ramp-up goes well.

Paladin, with its mega-market cap and established Namibian asset, offers scale and operational pedigree – and may ultimately prove the steadier uranium bet over time. But given the contrast in YTD returns and relative valuation, I think there’s more excitement and growth potential in Boss Energy at current prices.

The post Boss Energy vs Paladin Energy: Which ASX uranium stock wins? appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.