Category: Stock Market

  • Buy, hold, sell: Ramelius Resources, Medibank, Soul Patts shares

    Woman with her hands out to each side on a light blue background.

    S&P/ASX 200 Index (ASX: XJO) shares are down 1% to 8,757 points on Tuesday.

    Let’s take a look at some new ratings from the experts this week (courtesy The Bull).

    Ramelius Resources Ltd (ASX: RMS)

    The Ramelius Resources share price is $3.54, down 2.4% today and down 9% over 12 months. 

    Michael Gable from Fairmont Equities has a buy rating on this ASX 200 gold mining share. 

    Gable said: 

    Gold prices appear to have bottomed after trading much higher in early 2026.

    The share prices of various gold mining stocks have held up well, and this sign of strength is bullish.

    I’m expecting gold mining stock prices to rally higher from here as they follow potentially higher gold prices.

    RMS is an Australian gold producer with no debt and strong free cash flow.

    It pays a fully franked dividend and has been buying back shares.

    RMS is highly leveraged to an increasing gold price and the company’s outlook is bright.

    Medibank Private Ltd (ASX: MPL)

    The Medibank Private share price is $4.73, down 0.4% today and up 1% over 12 months. 

    Andrew Wielandt from DP Wealth Advisory has a hold rating on this ASX 200 financial share. 

    Wielandt said: 

    Medibank remains one of Australia’s highest quality defensive businesses. The company benefits from a dominant position in private health insurance, recurring premium income and a strong balance sheet.

    Population growth and an ageing demographic continue to provide long term support for the sector.

    However, MPL now trades on a premium valuation relative to many other defensive businesses.

    While the company remains well positioned, much of the good news is factored into the share price, leaving MPL a hold.

    Washington H. Soul Pattinson and Co Ltd (ASX: SOL)

    Washington H. Soul Pattinson and Co shares are $45.93, down 0.7% today and up 22% over 12 months. 

    Toby Grimm from Baker Young has a sell rating on Soul Patts shares.

    Grimm said: 

    SOL merged with Brickworks in September 2025, a move that was strategically and financially beneficial, as shown by its strong net asset value and earnings and dividend growth in full year 2026.

    SOL has a historic track record of solid returns, but we struggle to justify a recent premium without ascribing strong upside expectations for SOL’s unlisted investments.

    SOL has significant exposure to private credit and data centre development, which has experienced diminishing market sentiment in recent months.

    Following merger benefits and a stock trading above our $38.50 valuation, investors can consider taking profits at current levels.

    The post Buy, hold, sell: Ramelius Resources, Medibank, Soul Patts shares appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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  • 3 ASX mining shares to buy with 30% to 129% upside ahead: experts

    A man in a hard hat and high visibility vest holds his thumb up in a gesture of confidence with heavy moving equipment in the background as on a mine site as the Chalice Mining share price rises today.

    S&P/ASX 300 Metal & Mining Index (ASX: XMM) shares are up 7% in 2026 amid resilient commodity prices this year.

    ASX mining shares are benefiting from greater demand for the metals and minerals essential to the green energy transition.

    The energy transition will likely be a multi-decade driver for Australian mining.

    Here are 3 mining shares with buy recommendations from Bell Potter.

    Liontown Ltd (ASX: LTR)

    The Liontown share price is 70 cents, up 1.8% today and down 57% in 2026.

    Bell Potter has a buy rating on this ASX lithium mining share with a 12-month price target of $1.60.

    That implies a 129% potential upside ahead.

    Analyst Stuart Howe said: 

    LTR is our preferred lithium exposure. We expect a value re-rate as the Kathleen Valley ramp-up and expansion are progressively derisked over the forecast period.

    On recent share price weakness, LTR is trading on an EV last seen in mid-2025 when SC6 prices were around US$650/t and the company’s balance sheet was materially weaker.

    Spot prices are now over 2.5x this level and LTR is in a net cash position.

    Evolution Mining Ltd (ASX: EVN)

    The Evolution Mining share price is $12.15, down 2.9% today and down 4% in 2026.

    Bell Potter has a buy rating on this ASX gold share with a $15.85 target.

    That suggests a 30% potential upside ahead.

    Analyst David Coates said: 

    EVN has reported a softer September quarter 2026 result. Group production was 153.6koz gold and 17.9kt copper (vs BPe 165.1koz gold and 16.9kt copper). All-In-Sustaining-Costs (AISC) for continuing operations were A$1,653/oz (vs BPe A$1,687/oz).

    Production was below our forecasts, while costs were lower than our forecasts and below the low end of FY27 guidance

    EVN offers fully unhedged gold and copper exposure via a portfolio of high quality, long-life assets in Tier 1 jurisdictions, overseen
    by a high-quality management team.

    EVN has delivered on its promise to increase shareholder returns and gold price exposure.

    PLS Group Ltd (ASX: PLS)

    The PLS share price is $2.91, up 0.2% today and down 33% in 2026.

    Bell Potter has a buy call on the ASX’s largest lithium mining company with a target of $4.10 per share.

    That implies a 41% potential upside ahead.

    He said: 

    PLS has approved a Final Investment Decision to double Pilgangoora nameplate Spodumene Concentrate capacity to 2Mtpa.

    Separately, PLS will spend $600-650m to upgrade infrastructure including: Sealing the Wodgina Road East; a new 1,200 bed accommodation village; and construction of services facilities.

    The P2000 and site enhancement capex of ~$2.5b will be spent across FY27-29 and excludes annual sustaining and mine development capital of ~$350m.

    While P2000 introduces medium-term execution risk, completion will meaningfully strengthen PLS’ long-term position as a large, low-cost hard-rock lithium producer.

    The post 3 ASX mining shares to buy with 30% to 129% upside ahead: experts appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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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.

  • How much must I invest in Wesfarmers shares to earn $2,000 of passive income?

    Beautiful young couple enjoying in shopping, symbolising passive income.

    Owning Wesfarmers Ltd (ASX: WES) shares could be a smart choice for investors who want to earn $2,000 (or more) of passive income.

    In a rapidly changing world, I think there are a few things that customers will always want – good products at great prices. Wesfarmers can provide that through its two leading businesses, hardware store Bunnings and general retailer Kmart.

    Both of those businesses are excellent performers for Wesfarmers with how both of them generate returns on capital (ROC) of around 70%. The parent business Wesfarmers earns a return on equity (ROE) of more than 30%, which is pleasingly high for a retailer.

    Bunnings and Kmart continue to invest in themselves and unlock more growth. For example, there are now Anko stores in the Philippines, while in recent-ish times Bunnings acquired Beaumont Tiles and expanded its pet and auto care ranges.

    Another significant advantage to Wesfarmers’ operating model is how it’s willing to buy some businesses and sell others. Recent investments include lithium mining and healthcare businesses. In five years, there could be additional names within the Wesfarmers portfolio.

    With how the business aims to grow its dividend over time in line with profit and cash flow, the future looks bright for owners of Wesfarmers shares. Let’s see what analysts expect of the company’s dividend for FY27 because that’s the next dividend investors will receive.

    FY27 passive income projection

    In the 2026 financial year, Wesfarmers grew its annual dividend per share by 7.8% to $2.22.

    Analysts expect the company’s dividend could increase again in FY27 after a number of years of consistent growth.

    Wesfarmers says that it has a focus on providing shareholders with a satisfactory return to shareholders and a commitment to efficient capital management.

    According to the projection on CMC Invest, Wesfarmers is forecast to hike its annual dividend per share by 7.9% to $2.395.

    That projection translates into a potential dividend yield of 3% excluding franking credits and 4.3% including franking credits for FY27.

    To unlock $2,000 of passive income, an investor would need 836 Wesfarmers shares if we’re just thinking about the dividend cash. Including franking credits as part of the income would mean needing 585 Wesfarmers shares.  

    Is this a good time to invest in Wesfarmers shares?

    I’m not sure that Wesfarmers would ever trade at a truly low price. It’s a high-quality company, with leading retail businesses that are primed to deliver low-cost products, which could be very appealing during economically uncertain times.

    According to CMC Invest, there have been 10 broker ratings on the business within the last three months, with four of those ratings being a buy, two being a hold and four being a sell.

    If I had to hold one major ASX blue-chip share over the long-term, Wesfarmers would be the one I’d choose because of its ability to adjust its portfolio.

    But, other, smaller ASX shares could be even more appealing opportunities.

    The post How much must I invest in Wesfarmers shares to earn $2,000 of passive income? appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    * Returns as of 6 March 2025

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    Motley Fool contributor Tristan Harrison 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 Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Average superannuation balance of Australians aged 60 to 65 in FY27. How does yours compare?

    Increasing piles of coins and trees.

    Age 60 to 65 represents a couple of huge milestones for Australians. This five-year period is where the focus shifts from accumulating superannuation, to spending it.

    At age 60, Aussies have reached their preservation age, where they can access their superannuation balance provided they stopped working.

    Then at age 65 is the next important milestone, where all Aussies can access their superannuation provided regardless of whether they’re still earning an income or not elsewhere.

    It makes sense, then, that at this age bracket, your superannuation balance will be front of mind. 

    But do you know how it stacks up against others the same age?

    Or how it compares to what you actually need to afford retirement?

    Here’s a breakdown.

    What’s the average superannuation balance of Australians aged 60-65?

    There aren’t exact figures for the average balance for this age bracket, but there are some rough guides.

    The Australian Prudential Regulation Authority (APRA) also tracks average super balances across age groups in Australia.

    According to the latest APRA data, the average super balance for Aussies aged 60-64 is around $270,800. 

    Those aged 65 would need to look at the next bracket up. For 65-29 year olds APRA estimates the average super balance to be $290,600.

    APRA isn’t the only industry body to provide some super estimates though. The Association of Superannuation Funds of Australia (ASFA) also provides some estimated figures, and they’re a lot higher.

    According to ASFA, the average male aged 60-64 has around $395,852 in the superannuation. The average female the same age has $313,360.

    Again, 65 year olds would need to look at the bracket above. ASFA’s data shows the average 65-69 year old male has $448,518 saved in their superannuation. But females the same age have closer to $392,274.

    How much does it compare to what I need to retire?

    There’s no such thing as a “magic number” when it comes to your superannuation.

    The amount you’ll need to fund your retirement depends on whether you’re single or part of a couple, whether or not you own your home, what lifestyle you expect to live, and any other savings you have.

    But again, there are some rough guides to aim for.

    ASFA data expects that a comfortable retirement will cost around $56,166 per year for individuals and $78,998 combined per year for couples.

    To afford that, by age 67, a single person will need a superannuation balance of around $630,000. Meanwhile, couples will need closer to $730,000.

    The data assumes you will earn a part Age Pension, and that you own your home outright.

    Elsewhere, Super Consumers Australia forecasts that individuals will need up to $891,000 in their superannuation by age 65 in order to be able to retire with a high quality of life. Or $1.216 million for couples.

    How does your balance compare to other Australians the same age? And how far away are you from your goal?

    The post Average superannuation balance of Australians aged 60 to 65 in FY27. How does yours compare? appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

    See the 5 Stocks

    * Returns as of 6 March 2025

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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 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.

  • Ingenia Communities: Update on Warburg Pincus negotiations and Peet deal

    A line of people sitting at a long desk in an annual general meeting

    The Ingenia Communities Ltd (ASX: INA) share price is in focus as the company provided an update on discussions with Warburg Pincus and progress towards a process deed, with due diligence now underway.

    What did Ingenia Communities report?

    • Ongoing negotiations with Warburg Pincus over a potential $5.25 per security acquisition proposal
    • Comprehensive due diligence access granted to Warburg Pincus
    • Ingenia continues to work towards implementation of its proposed Peet Limited acquisition
    • No changes to previous scheme implementation deed with Peet Limited

    What else do investors need to know?

    Ingenia and Warburg Pincus have extended their timeline, aiming to agree on a process deed by 23 October 2026. In the interim, Warburg Pincus has been granted comprehensive access to Ingenia’s books for due diligence.

    It’s important to note that Ingenia has not yet determined the Warburg Pincus proposal to be a “Bidder Superior Proposal” under its scheme implementation deed with Peet Limited. There is no certainty that Warburg Pincus will make a binding offer or that any transaction will result from these discussions.

    Ingenia remains fully engaged with its obligations relating to the Peet acquisition and continues its day-to-day operations across its 96 communities and development sites.

    What’s next for Ingenia Communities?

    Ingenia and Warburg Pincus expect to finalise the process deed negotiations within days. Investors should be aware that there’s no requirement for action at this stage, as discussions are ongoing and no binding proposal has been received.

    Looking ahead, Ingenia continues to focus on its growth strategy, including the integration of Peet Limited if the acquisition proceeds. The company’s broader aim remains providing quality affordable communities for seniors across Australia.

    Ingenia Communities share price snapshot

    Over the past 12 months, Ingenia shares have declined 21%, trailing the S&P/ASX 200 Index (ASX: XJO), which has declined 2% over the same period.

    View Original Announcement

    The post Ingenia Communities: Update on Warburg Pincus negotiations and Peet deal appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    * Returns as of 6 March 2025

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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 summary of the company announcement. 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.

  • IATA releases $65m security guarantee for Corporate Travel Management

    A person leans over to whisper a secret to a colleague during a meeting.

    The Corporate Travel Management Ltd (ASX: CTM) share price is in focus today as the company announced that IATA has released its $65 million security guarantee and restored CTM’s previous settlement arrangements, which is expected to boost working capital by around $30 million.

    What did Corporate Travel Management report?

    • IATA has released the company’s $65 million security guarantee
    • Previous settlement cycles with IATA restored
    • Temporary measures from December 2025 now lifted
    • Working capital position anticipated to improve by approximately $30 million

    What else do investors need to know?

    The settlement and guarantee arrangements were put in place late last year while CTM’s financial statements for FY25 were being finalised. With IATA’s review complete, CTM returns to its regular settlement cycles, benefiting its liquidity position.

    The company emphasised that there was no interruption to ticketing or client services during the period. This restoration reaffirms IATA’s confidence in CTM’s financial standing after a successful financial assessment.

    What did Corporate Travel Management management say?

    Managing Director and Group CEO Ana Pedersen said:

    IATA’s decision is an important milestone for CTM, following the successful completion of its latest financial assessment of the Company.

    We appreciate IATA’s timely completion of this process.

    Importantly, throughout this period, we have continued to provide uninterrupted service to our clients, with no disruption to ticketing or travel arrangements.

    What’s next for Corporate Travel Management?

    Looking forward, the improved working capital position gives the company added flexibility to support operations and future growth. Management is committed to maintaining strong relationships with partners and delivering reliable service for clients.

    Investors will be watching how the restored settlement cycles influence the company’s cash flows and whether this development enables further investment in strategic growth.

    View Original Announcement

    The post IATA releases $65m security guarantee for Corporate Travel Management appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    * Returns as of 6 March 2025

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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 positions in and has recommended Corporate Travel Management. The Motley Fool Australia has positions in and has recommended Corporate Travel Management. 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 summary of the company announcement. 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.

  • I looked at the bear case for these 3 ASX shares, and came to a different conclusion. Here’s why

    A young woman sitting in a classroom smiles as she ponders lessons learned.

    ASX shares have been under a lot of pressure over the past couple of months, as renewed inflation woes and panicking investors weigh heavily on the market.

    And it made me question: Does a share price decline always signal trouble ahead? Or do investors sometimes overlook a company’s true value?

    I decided to look at the bear case for three ASX shares, and I think the market is getting it wrong.

    Here’s why.

    Netwealth Group Ltd (ASX: NWL)

    The bear case

    Netwealth posted an impressive FY26 result in August, including a 20.6% increase in total income and a 18% increase in EBITDA. 

    But despite a solid result, the share price has continued falling. At the time of writing, the shares have dropped around 27% since the company’s results announcement. They’re down 37% for the year-to-date.

    The ASX financial shares have caught up in a board-based sell-off across the financial sector over the past couple of months, driven by inflation concerns and higher interest rates.

    Some investors seem to be disappointed by the company’s softer-than-expected platform growth. These are also concerns about margin pressure, and questions about whether its valuation has run too far ahead.

    Some more company-specific news hasn’t helped confidence either. 

    Last week, Netwealth trimmed its full-year funds under administration (FUA) target to $17 billion to $19 billion, down from $18 billion to $20 billion previously. Management said the revision is due to elevated market volatility and extended client decision-making timelines among financial advisers.

    Elsewhere, Netwealth announced last month that two of its subsidiaries have been served a class action over its failed First Guardian Master Fund. 

    Again, investors are spooked and many appear to be continuing to offload their shares.

    But is the share price downturn justified? Is the bear case already priced in?

    My view on the ASX shares

    I think investors are too focused on the company’s near-term figures when they should be focused on longer term growth.

    Yes, Netwealth downgraded its FY27 guidance, but the company has already flagged that there is no structural deterioration in its competitive position. 

    It’s also worth pointing out that the updated range still sits above market expectations. For example, brokers at UBS expect Netwealth’s FUA to come in at around $16.3 billion for FY27. 

    Regarding the latest class action news, Netwealth previously paid around $101 million in compensation to affected members and has already addressed the issue with ASIC. The compensation program was completed in January 2026 and Netwealth has confirmed it intends to defend the class action.

    I think the selloff has been overdone, and the bear case has already been priced into the current share price.

    Life360 Inc (ASX: 360)

    The bear case

    Life360 shares have been smashed lower by an overall investor rotation away from high growth tech stocks, persistent inflation, interest rate fears, and a deterioration in investor confidence.

    The ASX shares have fallen around 33% since the company posted its second-quarter FY26 update, and are down 39% for the year-to-date, at the time of writing.

    It looks like investors have struggled to digest the latest update, which included a 38% increase in revenue and a 53% hike in EBITDA. It also said it expects FY26 revenue growth to accelerate from 33% to 40% year-on-year.

    The result was solid, but it wasn’t enough to impress investors, who expected another upward revision in full-year guidance. 

    Some claim that the lack of guidance upgrade against a background of strong results suggests the company could be plateauing. 

    And there are also questions about whether the company can actually turn its large user base into a sustainable and reliable revenue going forward. 

    Again I asked, is the share price downturn justified? And is the bear case already priced in for Life360 shares?

    My view on the ASX shares

    I think the market is far too pessimistic on Life360 shares, and expectations of a guidance upgrade were overdone.

    Life360 has a dominant market position as a global location-services provider. The company recently announced that its monthly active users reached just over 102 million in the second quarter of FY26. That’s a 16% year-on-year increase.

    The business is based on a subscription model, which means it is able to drive rapid revenue from a recurring income. And it is also expanding into hardware products to create other ways of driving revenue growth, such as Tile and Pet GPS.

    The company is clearly pushing forward with growth, and it has a great trajectory ahead. I think the share price decline is the result of fickle sentiment rather than any legitimate long-term concerns.

    I think there are plenty of growth opportunities ahead for Life360 and its shares. It looks like the bear case is more focused on pushing an already depressed share price even lower, rather than the company’s true value.

    NextDC Ltd (ASX: NXT)

    The bear case

    The ASX shares have fallen around 34% over the past two months, and they’re are down 26% for the year-to-date.

    Investors are mostly concerned about the company’s heavy capital expenditure, and the risk associated with turning its spending into revenue. 

    NextDC is currently executing a huge multi-billion dollar expansion plan, with a focus on scaling AI-ready infrastructure across Sydney, Melrbourne, Perth and Kuala Lumpur. 

    For FY26, the company’s $3.4 billion capex for the year was $397 million above the top end of its guidance. This reflects land acquisitions and accelerated construction to meet customer delivery dates.

    The heavy upfront capital expenditure means the company is reliant on continuous debt or equity funding. 

    It also means that the company is affected by high interest rates or tighter credit conditions. These two things can can hike the costs of construction at its data centres.

    Investors are understandably wary that the plan comes at a huge risk, and there are questions about whether it can pull it off at the scale it plans.

    My view on the ASX shares

    NextDC operates data centres in Australia, New Zealand, and Southeast Asia. The company builds and operates secure facilities where businesses can house their servers and IT equipment. 

    Development and expansion of its physical centres, cooling, power, security services, and project support come at a high cost. 

    But data usage is widely expected to explode, driven by artificial intelligence (AI) workloads, cloud computing, and digital transformation. And that means demand for NextDC’s secure, high-quality data centres will also likely experience a huge surge in demand.

    In my view, the company is investing well to position itself for when the AI boom happens. And I think investors are underestimating what that could be worth. 

    The post I looked at the bear case for these 3 ASX shares, and came to a different conclusion. Here's why appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

    See the 5 Stocks

    * Returns as of 6 March 2025

    More reading

    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 positions in and has recommended Life360 and Netwealth Group. The Motley Fool Australia has positions in and has recommended Life360 and Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Meridian Energy posts record Q1 hydro generation in FY27 update

    male worker in hi-vis checking the balance of the hydrogen tanks

    The Meridian Energy Ltd (ASX: MEZ) share price is in focus after the company delivered a strong operating update for September 2026, with record first quarter generation and robust storage levels.

    What did Meridian Energy report?

    • Q1 2027 hydro inflows 154% of historical average, up 29% on Q1 last year
    • Q1 generation up 18.9% year-on-year, setting a new quarterly record
    • Average generation price 64.3% lower compared to Q1 last year
    • Total operating costs rose 1.1% while capital expenditure nearly doubled, up 93.9%
    • Total retail sales volumes in Q1 fell 3.0% year-on-year
    • Customer numbers at quarter end were 0.9% lower than a year ago

    What else do investors need to know?

    September 2026 featured mild weather, with inflows into Meridian’s lakes at 150% of historical average. Hydro storage stayed well above long-term norms—Waitaki water storage finished the quarter at 183% of the historical average, and Waiau at 133%.

    Retail sales volumes slipped year-on-year, particularly in agriculture (down 21.4%) and corporate (down 10.6%), but small and medium business volumes rose 11.7% and large business was up 9.2%. More than half of Meridian’s customer base has now been moved onto the Kraken digital platform, supporting operational efficiency.

    Guidance for FY27 total capital expenditure remains unchanged at $370 million to $410 million. Of this, “stay in business” spend is forecast at $110–$120 million, growth capital expenditure at $220–$250 million, and repowering outlays at $40 million.

    What did Meridian Energy management say?

    Chief Executive Mike Roan said:

    Despite mild weather during September, we continue to have inflows and lake storage that are well above historical averages. These factors enabled us to maintain high levels of hydro generation, lifting our overall generation for the first quarter of a financial year to a record level. It was also pleasing to see a return to growth in customer numbers, while we have now migrated more than half of all our customers onto the Kraken platform.

    What’s next for Meridian Energy?

    Meridian is maintaining its investment plans, with a clear focus on asset renewal, network growth, and repowering projects. Strong hydro conditions underpin its generation outlook, while the integration of more customers onto the Kraken platform is expected to drive further operational benefits.

    The company is also closely monitoring market conditions, including forward electricity pricing and changing demand patterns—especially as weather trends and the New Zealand Aluminium Smelter’s load both remain key factors for the sector.

    Meridian Energy share price snapshot

    Over the past 12 months Meridian Energy shares have declined 14%, trailing the S&P/ASX 200 Index (ASX: XJO), which has declined 2% over the same period.

    View Original Announcement

    The post Meridian Energy posts record Q1 hydro generation in FY27 update 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 summary of the company announcement. 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.

  • Regis Resources posts Q1 FY27 production, grows cash and bullion position

    Young successful engineer, with blueprints, notepad, and digital tablet, observing the project implementation on construction site and in mine.

    The Regis Resources Ltd (ASX: RRL) share price is in focus today after the company reported steady first-quarter gold production and a strong cash and bullion position of $1.28 billion.

    What did Regis Resources report?

    • Group gold production of 83,000 ounces for Q1 FY27, meeting expectations despite heavy September rainfall
    • All-in sustaining cost (AISC) of $3,617 per ounce, including $114/oz in non-cash costs
    • Gold sales of 74,500 ounces generated $454 million in revenue with an average realised price of $6,088/oz
    • Operating cash flow of $265 million, with $146 million pre-tax cash and bullion generated in the quarter
    • Cash and bullion increased to $1.28 billion as of 30 September 2026
    • Post-quarter, $152 million in fully franked final FY26 dividends paid (20 cents per share)

    What else do investors need to know?

    The first quarter’s production was impacted by significant rainfall at Duketon, which temporarily delayed access to higher-grade ore and increased reliance on lower-grade stockpiles. Both Duketon and Tropicana operations retained full-year guidance, with managers flagging a stronger second half as multiple new open pits ramp up.

    Regis received a $51 million break fee from Vault Minerals following the termination of their proposed merger, supporting quarter-on-quarter growth in cash and bullion. After period end, board succession plans were actioned, with Chairman James Mactier and director Fiona Morgan set to retire following the Annual General Meeting, and Ian Macliver joining as chairman-elect.

    What did Regis Resources management say?

    Regis Resources Managing Director and CEO Jim Beyer commented:

    Group gold production of 83.0koz for the September quarter was in line with our expectations accounting for the significant rainfall in September. This event delayed access to higher grade open pit ore and inhibited ore haulage. Our all-in sustaining costs of $3,617/oz reflected this quarter’s lower production. Production will progressively increase over FY27, as previously guided. Cash and bullion increased by $93 million over the quarter to $1.28 billion, after $53 million in tax payments and including the $51 million break fee received from Vault Minerals. Reflecting the strength of our performance in the second half of the FY26 year we declared fully franked final dividends (ordinary and special) of $152 million to shareholders during the quarter. We welcome the Federal Court’s finding that the Section 10 Declaration over part of the McPhillamys site is legally invalid, which vindicates the position we have held since August 2024. The judgment adds important potential optionality alongside the alternative development pathway we continue to progress, and we look forward to engaging constructively through the redetermination process. As we begin to implement the Board succession and renewal plan, I want to thank James Mactier and Fiona Morgan for their significant contribution over more than a decade on the Board. This was a period in which Regis acquired its 30% interest in Tropicana and Duketon became a significant underground operation. I also welcome Ian Macliver, who brings extensive experience as a director and chair in the mining sector, and look forward to working with him as Chairman-elect.

    What’s next for Regis Resources?

    Looking ahead, management reaffirmed full-year production and cost guidance, expecting output to be weighted towards the second half of FY27 as new open pits at Duketon come online. Exploration activity continues, with promising drilling results at Rosemont Underground and ongoing development work at McPhillamys after favourable legal developments.

    Investors should note some upcoming cash outflows, including a “catch-up” FY26 tax payment of about $220–240 million and the final dividend payment. The Board renewal process continues, aiming to ensure smooth leadership transition and continuity.

    Regis Resources share price snapshot

    Over the past 12 months, Regis Resources shares have risen 12%, outperforming the S&P/ASX 200 Index (ASX: XJO), which has declined 2% over the same period.

    View Original Announcement

    The post Regis Resources posts Q1 FY27 production, grows cash and bullion position 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 summary of the company announcement. 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.

  • JB Hi-Fi vs Lovisa: Which beaten-down ASX retailer could rebound strongly?

    A man in a business suit rides a graphic image of an arrow that is rebounding on a graph.

    JB Hi-Fi Ltd vs Lovisa shares: Which retailer might bounce back harder?

    If you’re eyeing the next potential bargain in Australian retail, you might be weighing up JB Hi-Fi Ltd (ASX: JBH) and Lovisa Holdings Ltd (ASX: LOV). Both are iconic ASX retailers that have seen their share prices drop this year, leaving many investors asking: Which is more likely to double from here? Let’s dig into the fundamentals, value, and momentum for both JB Hi-Fi and Lovisa.

    The case for JB Hi-Fi

    JB Hi-Fi is one of Australia and New Zealand’s best-known specialty retailers, focusing on consumer electronics, white goods, and home entertainment through brands including JB Hi-Fi itself, The Good Guys, and e&s. The company operates large-format stores and a growing online presence, appealing to value-focused shoppers chasing tech and appliances.

    Looking at JB Hi-Fi’s key fundamentals:

    • Market cap: $7.81 billion
    • P/E ratio: 16.12
    • Dividend yield: 4.68% (fully franked)
    • Earnings per share: $4.467
    • Year to date return: -21.66%

    That juicy fully franked dividend (100% franked) appeals to income investors, while the P/E ratio suggests a more moderate valuation than Lovisa. The company’s long track record, defensive category mix, and brand recognition might appeal if you think beaten-down retailers are primed for a comeback.

    JB Hi-Fi operates a substantial retail network across Australia and New Zealand, supported by a steadily growing online channel – though the actual store count isn’t specified in the current data.

    The case for Lovisa

    Lovisa is a global fast-fashion jewellery and accessories retailer. Launched in 2010, Lovisa has scaled up rapidly, with stores now spanning over 50 countries. The chain sells trendy and affordable jewellery, targeting style-conscious customers wanting the latest looks, both in brick-and-mortar stores and online.

    Lovisa’s standout metrics include:

    • Market cap: $2.68 billion
    • P/E ratio: 28.32
    • Dividend yield: 3.52% (partly franked)
    • Earnings per share: $0.792
    • Year to date return: -13.68%

    Lovisa’s growth story is evident in its rapid expansion and international reach. However, its current dividend is only 50% franked and the yield is lower than JB Hi-Fi’s. The company’s higher P/E ratio may suggest the market expects stronger growth ahead—or is simply pricing in its excellent global execution.

    Lovisa has built a global store footprint and vertically integrated supply chain, but the specific number of stores should be treated as an approximate figure.

    Valuation comparison

    Here’s how the key numbers stack up:

    JB Hi-Fi Lovisa
    Market cap $7.81 billion $2.68 billion
    P/E ratio 16.12 28.32
    Dividend yield 4.68% (fully franked) 3.52% (50% franked)
    Earnings per share $4.467 $0.792
    Dividend per share $3.37 $0.86

    JB Hi-Fi stands out for its bigger dividend and full franking, while Lovisa’s P/E is considerably higher. This suggests the market is expecting faster earnings growth from Lovisa, or pricing in its status as a high-growth global retailer.

    Recent share price momentum

    Comparing recent share price momentum up to 15 October 2026:

    • JB Hi-Fi closed at $71.41, down -21.66% year to date.
    • Lovisa Holdings closed at $24.16, down -13.68% year to date.
    • In the last trading session, JB Hi-Fi fell 0.83%, while Lovisa dipped 1.15%.

    Both have lagged the broader market lately, but JB Hi-Fi has fallen further YTD than Lovisa. That may put JB Hi-Fi in the more “beaten down” category—possibly creating greater rebound potential if sentiment turns around.

    Which is the better buy?

    If I had to pick which retailer is more likely to double from here, my money would be on JB Hi-Fi. Here’s why: JB Hi-Fi’s share price has fallen further, its P/E ratio is much lower, and the dividend yield is nearly a full percentage point higher—plus it’s fully franked. While Lovisa is a cracking global growth story, the market’s already paying up for that growth, as seen in its P/E. JB Hi-Fi, on the other hand, looks oversold relative to its steady earnings and income stream. If retail sentiment rebounds, I reckon JB Hi-Fi has more room to snap back hard.

    That said, both are quality operators, and Lovisa’s growth could surprise to the upside if global expansion continues apace. But on the numbers given—and if you’re looking for the one retailer with the more compelling chance of doubling after a bruising year—my pick would be JB Hi-Fi.

    The post JB Hi-Fi vs Lovisa: Which beaten-down ASX retailer could rebound strongly? appeared first on The Motley Fool Australia.

    Wondering where to invest $1,000 right now?

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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 positions in and has recommended Lovisa. The Motley Fool Australia has recommended Lovisa. 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.