If you are looking to build wealth over the long term but aren’t a fan of stock picking, then it could be worth considering exchange traded funds (ETFs).

They allow investors to back long-term ideas without needing to pick every individual winner.

With that in mind, here are three ASX ETFs that could be buy-and-hold options for the next decade.

iShares S&P 500 AUD ETF (ASX: IVV)

The iShares S&P 500 ETF gives investors a simple way to own a large slice of the American share market.

“It offers exposure to companies selling software, pharmaceuticals, devices, advertising, financial services, entertainment, and consumer products to households and businesses around the world.”

That global reach is what makes the S&P 500 so attractive. Many of its largest companies earn revenue far beyond the United States, so investors are buying into businesses that influence spending habits, workplaces, healthcare systems, and technology adoption across many countries.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

The Betashares Global Robotics and Artificial Intelligence ETF is focused on the physical rollout of automation across the global economy.

The fund owns companies involved in industrial robots, autonomous systems, drones, smart machinery, and artificial intelligence-enabled equipment.

The long-term opportunity is being driven by a simple problem. Many industries need to become more productive, but labour, time, safety, and precision remain major constraints.

Robotics and automation can help address those constraints in factories, hospitals, warehouses, farms, logistics networks, and other work environments.

Over the next decade, the idea of machines doing more complex work in more places could become much less futuristic and much more normal.

It was recently recommended by analysts at Betashares.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

Finally, the Betashares Asia Technology Tigers ETF could suit investors who want technology exposure beyond the usual US names.

The Asian market plays a huge role in the digital economy. It is home to major semiconductor companies, hardware manufacturers, ecommerce platforms, gaming businesses, and internet giants.

That gives this fund a different flavour from a Nasdaq-focused ETF.

It is tied to the region where much of the world’s digital hardware is made, where online platforms serve enormous populations, and where consumer technology adoption can happen at scale.

This ASX ETF is arguably a higher-risk option because it is concentrated in one region and one sector, but the long-term opportunity remains significant.

This fund was also recently recommended by the team at Betashares.

The post 3 ASX ETFs to buy and hold for 10 years appeared first on The Motley Fool Australia.

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• The ASX ETF I’d buy if I wanted to get rich slowly

Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended iShares S&P 500 ETF. The Motley Fool Australia has recommended 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.

ASX gold stock Genesis Minerals Ltd (ASX: GMD) is making headlines after it proposed a merger with Vault Minerals Ltd (ASX: VAU)

The merger would create a dominant gold producer valued at $12.6 billion.

What is the proposal?

Genesis has made a binding proposal to acquire all Vault shares via a scheme of arrangement.

The offer includes 0.7629 new Genesis shares plus A$0.475 in cash per Vault share, implying total consideration of A$5.274 per Vault share.

Vault shareholders would own 40.2% of the enlarged Genesis Group; Genesis shareholders would own 59.8%.

Estimated post-tax synergies of approximately A$2.0 billion, with A$1.5 billion unique to this transaction over 10 years.

The combined group would have 33.6 million ounces in mineral resources and 9.4 million ounces in ore reserves.

The proposed deal values Vault at A$5.6 billion and would create an Australian gold major with pro-forma annual production of 600–700,000 ounces and a market capitalisation of A$12.6 billion.

It is important to note the deal is not yet confirmed. Ramelius Resources Ltd (ASX: RMS) has matching rights that could affect whether the deal proceeds.

Bell Potter weighs in on ASX gold stock’s future

Following the proposal, the team at Bell Potter provided updated guidance on this ASX gold stock. 

It appears the broker sees the deal as a positive. 

The biggest benefit according to the broker is that Genesis could avoid spending about A$715 million building a new processing plant at Tower Hill. 

Instead, it could process Tower Hill ore at Vault’s existing King of the Hills mill.

Bell Potter believes this is a much smarter use of capital because Genesis’ main limitation is processing capacity, not finding more gold.

Buy recommendation intact 

Bell Potter has retained its buy recommendation on this ASX gold stock. 

It slightly lowered its price target to $9.75 (previously $9.90). 

From yesterday’s closing price of $6.03, Bell Potter’s updated price target indicates 61% upside from current levels.

The price target was reduced only because of Genesis’ recent Magnetic Resources acquisition, not because Bell Potter is less positive on the merger.

In short, Bell Potter sees the merger as a major positive because it would create a larger, cash-rich gold producer while saving roughly A$715 million by using existing infrastructure instead of building a new mill.

The Proposed Scheme is not subject to due diligence or financing conditions and offers a materially better strategic and financial outcome than the status quo, in our view.

 

The post This ASX gold stock could soar 60% thanks to a big announcement appeared first on The Motley Fool Australia.

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• 5 things to watch on the ASX 200 on Tuesday
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• Genesis Minerals proposes Vault merger to create gold powerhouse

Motley Fool contributor Aaron Bell 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.

Superannuation has proven to be a highly effective tool for investors to generate returns at a lower tax rate. It can be very effective for investors wanting passive income.

Pleasingly, superannuation has a lower tax rate than many individuals, trusts and companies. The nature of the superannuation structure means it’s very easy to invest for the long term.

In my eyes, receiving passive income is one of the best parts of owning shares. It’s really rewarding to receive passive income by owning ASX shares. Getting paid money into our bank accounts every year for no ongoing effort sounds good to me.

One of the major benefits of superannuation is that Australians lose less of the passive income return to tax. It’s important to keep in mind that it’s the after-tax passive income that investors should focus on.

If a full-time working Australian receives passive income in their name, they could lose a third (or more) of that dividend income to income tax, therefore making the passive income return less appealing.

These days, superannuation may well be the most appealing place to invest for passive income because of that lower tax rate in the accumulation phase of life, compared to the tax rate of an individual’s tax rate as a full-time earner.

In retirement, an Australian’s superannuation tax rate could be as low as 0%. An investor can’t find a lower tax rate than that.

Of course, every household’s taxation situation may be different, so I’ll just talk about targeting a particular dividend goal and leave tax rates behind for the rest of the article.

How much is needed in superannuation for $70,000 of annual passive income?

Receiving $70,000 in dividends each year sounds really good to me. While I have a long way to go to reach that level of cash flow, it’s something i’d love to achieve.

Australian superannuation investors need to think about what sort of investments they want to own and the size of the dividend yield that comes with that.

In my view, ASX shares are the best choice for passive income, partly due to the bonus of the attached franking credits.

Therefore, the required superannuation balance to earn $60,000 annually will depend on the dividend yield of the portfolio.

For example, a portfolio with a 5% dividend would require $1.4 million, a 4% dividend yield would require a $1.75 million portfolio and a 7% dividend would require a $1 million portfolio.

It really depends on which ASX shares investors choose.

The types of ASX dividend shares I’d buy

There are plenty of compelling ideas on the ASX that can deliver good dividend yields.

For example, there are discounted real estate investment trusts (REITs), excellent listed investment companies (LICs) and great operating companies.

Some of the names I’d look at with low-to-medium dividend yields but good growth and/or stability include Washington H. Soul Pattinson and Co. Ltd (ASX: SOL), Wesfarmers Ltd (ASX: WES), Lovisa Holdings Ltd (ASX: LOV), Centuria Industrial REIT (ASX: CIP), L1 Long Short Fund Ltd (ASX: LSF) and APA Group (ASX: APA).

Investments with a higher dividend yield include names like  MFF Capital Investments Ltd (ASX: MFF), WCM Global Growth Ltd (ASX: WQG), Future Generation Global Ltd (ASX: FGG), Dexus Industria REIT (ASX: DXI), Telstra Group Ltd (ASX: TLS) and Charter Hall Long WALE REIT (ASX: CLW).

The post How much is needed in superannuation to target a $70,000 annual passive income? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Future Generation Global, L1 Long Short Fund, Mff Capital Investments, Washington H. Soul Pattinson and Company Limited, and Wcm Global Growth. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa, Washington H. Soul Pattinson and Company Limited, and Wesfarmers. The Motley Fool Australia has positions in and has recommended Apa Group, Mff Capital Investments, Telstra Group, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Lovisa and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Twelve months ago, the ASX financials sector was the talk of the market.

The S&P/ASX 200 Financials Index (ASX: XFJ) rose 24.3% in FY25, making it the best-performing sector of all eleven ASX 200 market sectors.

Commonwealth Bank of Australia (ASX: CBA) was the standout, rising 45% to close FY25 at $185, just days after hitting a record high of $192.

Investors who held the banks through FY25 were handsomely rewarded.

FY26, however, was a completely different story.

What the numbers show for FY26

CBA shares fell approximately 11% over FY26, reversing a significant portion of the 45% gain that made the sector’s FY25 performance look so impressive.

National Australia Bank Ltd (ASX: NAB) shed approximately 4% over the full year. Westpac Banking Corp (ASX: WBC) fell approximately 11%.

The S&P/ASX 200 Financials Index moved into negative territory, making it one of the weaker sector performers in a year when the broader market managed only a 3% gain.

Why did this happen? Three specific forces converged to drive the banks from sector darling to under-performer in the space of twelve months.

Force one: three rate hikes the market did not expect

The RBA delivered three consecutive cash rate increases in February, March, and May 2026. This took the official rate to 4.35%, its highest level since late 2011.

Higher rates are a double-edged sword for banks.

On one side, rising rates expand net interest margins as lending rates reprice faster than deposit costs.

On the other, they increase mortgage stress across the banks’ enormous home loan books, raise the risk of credit losses, and weaken demand for new lending.

In FY26, the second side of that equation dominated.

Force two: the valuation problem

Coming into FY26, CBA was trading at approximately 26 times forward earnings. This was one of the highest valuations in its history and a premium that left virtually no room for earnings to disappoint.

When CBA’s Q3 FY2026 trading update showed flat operating income and a 1% decline in unaudited cash NPAT. These results came in below the elevated expectations the market had built in, the shares fell sharply.

A premium valuation stock that misses elevated expectations does not merely stop going up. It falls hard, and it falls fast.

NAB and Westpac faced similar dynamics, with both trading at multiples that reflected optimism rather than the more cautious credit environment that was actually developing.

Force three: the policy shift that hit the mortgage book

The federal budget’s decision to restrict negative gearing for established residential properties directly hit the banks’ most profitable mortgage customers.

Jarden analyst Matthew Wilson estimated the changes could cut housing credit growth by as much as 25%, naming CBA as the most exposed given its investor loan concentration.

CBA’s own economists confirmed the policy would reduce dwelling prices by approximately 3% relative to what they otherwise would have been. They forecast dwelling price growth of just 3% to December 2026, down from a prior forecast of 5%.

For a sector whose earnings are deeply tied to the health of the Australian property market, that represents a direct headwind on both credit quality and lending volume simultaneously.

Where CBA, NAB, and Westpac stand heading into FY27

The picture heading into FY27 for ASX financials is nuanced rather than uniformly bearish.

CBA remains the most expensive of the three at approximately 25 times forward earnings, leaving it the most exposed to any further earnings disappointment.

NAB is cheaper at approximately 15 times forward earnings but faces its own credit quality headwinds given its business banking concentration.

Michael Gable from Fairmont Equities retained a sell rating on NAB shares, saying:

Despite a significant share price fall, NAB valuations aren’t cheap, leaving the stock exposed to downside risk.

Westpac, with approximately 69% of its loan book in residential mortgages, is the most directly exposed to any further deterioration in the housing market.

The RBA’s decision to hold at 4.35% in June and signal that further hikes remain possible but are not certain is the most important variable for all three heading into FY27.

A rate-cutting cycle, when it eventually arrives, may change the sector’s fortunes.

Until then, the forces that drove FY26’s underperformance have not fully resolved.

Foolish takeaway for ASX financials

The ASX financials sector went from the best performer in FY25 to an under-performer in FY26 because three specific forces hit simultaneously: unexpected rate hikes, stretched valuations, and a direct policy attack on the sector’s most profitable customer segment.

None of those forces have completely reversed.

FY27 will test whether the rate cycle has peaked and whether Australian credit quality holds up.

The answer to both questions will determine whether the sector can recover.

The post ASX financials went from the best sector in FY25 to negative growth in FY26. Here’s what changed appeared first on The Motley Fool Australia.

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• A leading analyst is forecasting growing headwinds for NAB shares. Should investors be worried?

Motley Fool contributor Mark Verhoeven 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.

As Aussies submit their end-of-financial-year (EOFY) tax returns, some may be looking to invest their returns to generate returns.

EOFY is often when investors revisit existing positions and look for opportunities the market may have overlooked.

A new report from VanEck has highlighted a sector that is largely being overlooked – international small-caps.

International small caps remain attractively valued despite improving earnings and manufacturing activity, making them an overlooked EOFY investing opportunity.

Trading below historical averages

According to the report, despite signs that economic conditions are proving more resilient than expected, international small caps remain one of the few areas of global equity markets trading below historical valuation averages.

The recent Federal Reserve meeting reinforced this view, suggesting the backdrop may not be as weak as many investors had anticipated.

For investors reviewing portfolios ahead of EOFY, that disconnect between improving fundamentals and cautious valuations may be worth paying attention to.

Economy remains resilient

VanEck argues that while the US Federal Reserve’s more hawkish stance has led markets to expect interest rates to remain higher for longer, the broader economic backdrop is becoming increasingly supportive for international small-cap companies.

A resilient labour market, improving hiring intentions, and a return to expansion in US manufacturing activity suggest a reflationary environment that has historically supported stronger earnings growth and outperformance among quality small caps.

As economic activity and corporate earnings improve, VanEck believes current small-cap valuations may present an attractive investment opportunity.

While the macro environment may be supportive, the most compelling reason for investing in this space may lie in where valuations are at.

International small caps are one of the few major equity asset classes still trading below their long-term average valuation levels.

Earnings beginning to respond

According to VanEck, one of the more encouraging signs for small-cap investors is that earnings expectations are starting to improve.

Forward earnings forecasts for global small companies have begun accelerating after an extended period of weakness.

Historically, this has been an important signal, with improvements in earnings expectations often accompanied by stronger small-cap performance.

How to gain exposure to quality small-caps

For those looking to turn their tax return into a growth opportunity, one ASX ETF to consider is the VanEck Msci International Small Companies Quality ETF (ASX: QSML).

It provides exposure to 150 of the world’s highest quality international small companies, selected using a disciplined framework focused on high return on equity, earnings stability and low financial leverage.

This approach seeks to capture the growth potential of small companies while maintaining a focus on businesses with stronger fundamentals.

 

 

The post Looking to target high upside shares with your tax return? Here’s where VanEck sees opportunity appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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.

ASX 200 healthcare shares are up 23% in just over a month as value investors plough funds into beaten-down stocks like CSL Ltd (ASX: CSL) and Pro Medicus Ltd (ASX: PME).

The healthcare sector appeared to turn on 3 June when the S&P/ASX 200 Health Care Index (ASX: XHJ) hit a 9-year low following a 39% fall over 12 months. 

Many headwinds were at play for the healthcare sector in FY26.

They included the weaker US dollar; cost of living pressures; higher shipping and labour costs, and US regulatory uncertainty for the biotechs. 

Several major players in the healthcare sector lost significant market valuation in FY26.

They included Cochlear Ltd (ASX: COH) shares, down 59%, and CSL shares, down 52%

Resmed CDI (ASX: RMD) shares also fell 27%, and the Sonic Healthcare Ltd (ASX: SHL) share price dropped 22%. 

However, things seemed to have changed on 3 June.

ASX 200 healthcare shares have ripped 23% since then in a rapid rebound that has caught many investors by surprise.

Here are two ASX 200 healthcare shares that Bell Potter has speculative buy ratings on for FY27. 

4DMedical Ltd (ASX: 4DX)

This 4DMedical share price was in a league of its own in FY26, and the best performer of the entire ASX 200 for capital growth.

The ASX 200 healthcare share skyrocketed 1,786% in FY26 to close out the year at $4.53. Since the healthcare sector turned on 3 June, 4DMedical shares have gained 15%. 

The respiratory imaging technology company gained US Food and Drug Administration (FDA) approval for its CT:VQ product in September 2025. 

CT:VQ is the world’s first non‑contrast post‑processing technology that transforms routine chest CTs into quantitative, lobar ventilation (V) and perfusion (Q) maps.

Since approval, the technology has been deployed at several renowned academic hospitals and clinics.

Bell Potter has a speculative buy rating on 4DMedical shares.

Last week, the broker raised its 12-month target price from $4.50 to $6. This suggests more than 35% upside ahead. 

In a note, the broker discussed 4DMedical’s launch of CLEAR (Contrast-free Lung Evaluation for Acute Risk in pulmonary embolism (P/E)).

CLEAR is a clinical evidence program designed to fast-track CT:VQ into the US$2.5 billion acute PE market in the US.

Pulmonary embolism is a major acute cardiovascular condition.

The broker said:

The CLEAR study is essential to accelerate adoption of CTVQ in front line emergency departments and for inpatient use.

The broker added:

4D Medical is not required to seek further FDA approval or a label expansion to the current 510K approval, however, the clinical data from the CLEAR study will provide the necessary evidence to further support broad adoption for diagnosis of PE.

Mesoblast Ltd (ASX: MSB) 

The Mesoblast share price rose by a very respectable 18% in FY26 to finish at $1.96 on 30 June. 

Bell Potter reiterated its speculative buy rating last week with an unchanged target of $4.45. 

This implies the Mesoblast share price could more than double over the next 12 months. 

The broker said: 

The key overhang on the stock remains clinical trial risk with three massive valuation events over the next 18 months being adult GvHD, back pain and the BLA approval for the first indication in HF.

None of these are priced in.

Looking ahead, the broker said:

The recent clinical trial fail by Cynata and its MSC in adult GvHD highlights yet again the risks involved in drug development.

MSB will shortly enrol the first of 180 patients in its randomised, controlled, double blind label expansion study for Ryoncil, also in adult GvHD, albeit with risk of failure mitigated by numerous factors.

These factors include a tried and tested potency assay, more aggressive dose (up to 300% higher than the Cynata product) and a 2nd line patient population that has progressed following steroid therapy.

The post 2 ASX 200 healthcare shares to buy after sector rebounds 23% in a month appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Cochlear. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended CSL, Cochlear, Pro Medicus, and Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woolworths Group Ltd (ASX: WOW) shares have enjoyed a strong year of outperformance in 2026.

On Monday afternoon, shares in the S&P/ASX 200 Index (ASX: XJO) supermarket giant were swapping hands for $39.16 apiece. That sees the share price up an impressive 33.1% year to date, smashing the 1.1% gains delivered by the benchmark index over this same time.

Atop those capital gains, Woolies stock is also popular with passive income investors for the company’s fully franked dividend payouts.

If you owned Woolworths shares at market close on 24 February, you would have received the fully franked 45 cents per share interim dividend on 16 April. (The stock traded ex-dividend on 25 February.)

But with the ASX 200 stock having surged since plumbing multi-year closing lows in October, is it still a good buy for passive income today?

Should I buy Woolworths shares for passive income?

Shaw and Partners’ James Bills recently ran his slide rule over Woolies stock (courtesy of The Bull). And he expressed concerns over rising costs and competition in the sector.

“Woolworths is facing increasing competitive pressure in the supermarket sector, along with possible margin compression driven by higher operating and supply chain costs,” he said.

“While the share price has made a notable recovery since October 2025, the outlook is challenging given increasing cost of living pressures among price sensitive shoppers,” Bills added.

And following on the strong share price gains, Bills didn’t sound particularly enthusiastic about the stock’s passive income status, with Woolies now trading on a 2.3% fully franked trailing dividend yield.

Summarising his sell recommendation on Woolworths shares, he concluded, “With a relatively modest dividend yield and limited short-term catalysts, it may be prudent to reduce exposure and redeploy capital into opportunities with stronger growth prospects.”

And he offered another ASX passive income share investors may wish to consider instead.

This ASX passive income share has a 6.2% dividend yield

While recommending selling Woolworths shares, Bills issued a buy recommendation on listed investment company (LIC) Hearts and Minds Investments Ltd (ASX: HM1).

“HM1 offers investors access to a concentrated portfolio of high conviction global equity ideas sourced from leading fund managers across the world,” he said.

With the LIC not charging investment fees and instead donating to Australian medical research organisations, Bills added, “The unique structure, combined with its philanthropic component, has attracted some of the industry’s top investors, enhancing the quality of stock selection.”

On the passive income front, he said, “The portfolio is tilted towards innovative, growth-oriented companies with long-term upside potential. It also pays a fully franked dividend.”

At Monday’s intraday share price of $3.01, Hearts and Minds shares trade on a 6.2% fully franked trailing dividend yield.

Summarising his buy recommendation on the ASX dividend share, Bills concluded:

HM1 was recently trading at a discount to net tangible assets. In our view, the company provides an appealing entry point for investors seeking exposure to global growth themes with strong management backing.

The post Up 33%, are Woolworths shares still a good buy for passive income? appeared first on The Motley Fool Australia.

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• Three perfect retirement dividend shares offering 5% yields or higher 

Motley Fool contributor Bernd Struben 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.

Investors buy ASX 200 stocks for their reliable track record and long-term potential. Sometimes they are perceived as having lower returns and lower volatility.

However, that isn’t always the case. 

Occasionally, after heavy sell-offs, these quality companies can present significant upside. 

Right now, two that fit that criteria are PEXA Group Ltd (ASX: PXA) and Netwealth Group Ltd (ASX: NWL). 

Both ASX 200 stocks have fallen significantly over the last 12 months and are now drawing very positive ratings from brokers. 

Experts are tipping these ASX 200 shares to rebound more than 100% in the next year. 

Here’s what brokers are saying. 

PEXA Group Ltd (ASX: PXA)

PEXA provides a digital conveyancing platform for real estate settlements in Australia. The company touts itself as offering world-first technology that facilitates near real-time tracking of settlements and faster clearance of funds.

The company derives its revenue by charging fees to conduct property transactions over its network. Its digital process is recognised in the industry as speeding settlements, reducing the risk of manual errors, and alleviating settlement delays.

Over the past 12 months, its share price has fallen almost 32%. 

It closed trading yesterday at approximately $8.73 per share. 

However a new note out of the team at Macquarie indicates now could be the time for savvy investors to buy in at a bargain price. 

The broker said property settlements in New South Wales rose 3.1% in June from the corresponding period a year earlier, rebounding after a soft May.

Macquarie lifted its price target on the company to $19.30 from $19.05. 

From yesterday’s closing price, this indicates an upside potential of 121%. 

Netwealth Group Ltd (ASX: NWL)

Netwealth Group is another ASX 200 stock investors should be monitoring. It is a financial services and technology company that provides a wide range of products and services to the Australian financial investment industry, including cloud-based investment administration software-as-a-service (SaaS), a retail superannuation fund, and an administration business.

In the last 12 months, this ASX 200 stock has fallen 34%. 

It closed trading yesterday at $22.89 per share. 

However, the team at Bell Potter is optimistic this will rise in the next 12 months. 

The broker has retained its buy rating and $30.00 price target on Netwealth’s shares. 

This indicates 31% upside potential for this ASX 200 stock. 

Bell Potter said this ASX 200 stock is well positioned ahead of its 16 July trading update, with the June quarter’s strong rebound in global equity markets expected to drive a material uplift in funds under administration through positive market movements. 

The broker said Netwealth offers the strongest and most direct leverage to rising markets among the platform providers it covers, reinforcing its positive view on the stock.

 

The post 2 ASX 200 stocks that could rise 31% and 121% appeared first on The Motley Fool Australia.

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• 10 of the best ASX shares to buy in FY 2027
• Three ASX 200 companies Macquarie says are a buy right now
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Motley Fool contributor Aaron Bell 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 Macquarie Group, Netwealth Group, and PEXA Group. The Motley Fool Australia has positions in and has recommended Netwealth Group and PEXA Group. The Motley Fool Australia has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a small decline. The benchmark index edged 0.15% lower to 8,831 points.

Will the market be able to bounce back from this on Tuesday? Here are five things to watch:

ASX 200 to edge lower

The Australian share market looks set for a subdued session on Tuesday despite a positive start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 8 points or 0.1% lower. In the United States, the Dow Jones rose 0.3%, the S&P 500 climbed 0.75%, and the Nasdaq stormed 1.1% higher.

Buy Genesis Minerals shares

Genesis Minerals Ltd (ASX: GMD) shares are good value according to Bell Potter. This morning, in response to a binding merger proposal with Vault Minerals Ltd (ASX: VAU), the broker has retained its buy rating on the gold miner’s shares with a trimmed price target of $9.75. It said: “The Proposed Scheme is not subject to due diligence or financing conditions and offers a materially better strategic and financial outcome than the status quo, in our view. We retain our Buy rating and lower our price target to A$9.75, on account of the recent Magnetic Resources Limited transaction completion (A$639m). The Proposed Scheme has not been incorporated pending resolution of the RRL matching right.”

Oil prices edge higher

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a positive session after oil prices pushed higher overnight. According to Bloomberg, the WTI crude oil price is up 0.05% to US$68.73 a barrel and the Brent crude oil price is up 0.05% to US$72.15 a barrel. This is despite OPEC announcing plans to boost its output.

Gold price charges higher

It could be a good session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) after the gold price charged higher overnight. According to CNBC, the gold futures price is up 1.2% to US$4,175.7 an ounce. Easing interest rate hike expectations boosted the precious metal.

Qantas shares on watch

Qantas Airways Ltd (ASX: QAN) shares will be worth watching on Tuesday after UK airline easyJet received a US$7.3 billion takeover offer from U.S. private equity manager Castlelake. This represents a forward multiple of approximately 16.5x estimated 2027 earnings. Qantas shares are currently trading at a deep discount of around 10x estimated FY 2027 earnings.

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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.

ASX healthcare shares are showing renewed momentum, with two of the sector’s biggest names staging notable rebounds in recent weeks. At the time of writing, both CSL Ltd (ASX: CSL) and ResMed Inc (ASX: RMD) are trading higher. 

CSL shares have been one of the standout movers in the sector. The stock is up around 7% over the past five trading days and 34% over the past month, reflecting a sharp improvement in sentiment after a brutal sell-off. Despite this recovery, CSL remains heavily out of favour on a longer horizon, still down 28% year to date and nearly 49% over the past 12 months.

ResMed has also begun to recover, although its rebound has been more gradual. The ASX healthcare share is up about 10% over the past five trading days and 13% over the past month. Even so, it remains down 14% year to date and roughly 21% over the past year, leaving it well below its recent highs.

Now, the key question for investors is whether this marks the start of a sustained recovery or just a short-term bounce.

CSL: sentiment improves, but challenges remain

Earnings downgrades, acquisition concerns and a broader reset in market expectations drove the sharp decline in CSL shares. This led to a significant de-rating as investors reassessed what was once considered one of the ASX’s most reliable compounders.

The underlying business remains strong. CSL maintains its position as one of the world’s largest plasma-derived therapies companies. However, the market is now focused on whether management can restore consistent earnings momentum. Particularly as supply constraints and pricing dynamics continue to weigh on performance in key markets.

Morgans continues to support the stock. It retains a buy rating on the $58 billion ASX healthcare share with a price target of $147.59. This points to a 19% upside at current price levels.

The broker notes that the long-term story remains intact. However, a sustained recovery in sentiment may take several quarters to fully materialise as investors wait for clearer evidence in the numbers.

ResMed: growth remains intact despite volatility

The price weakness of the $44 billion ASX healthcare share has been driven more by valuation compression than by any meaningful deterioration in business performance. Broader concerns around healthcare growth stocks have also weighed on sentiment, contributing to the stock’s decline over the past year.

Despite this, the company’s fundamentals remain solid. In Q3 FY26, ResMed reported revenue rising 11% to US$1.43 billion, while non-GAAP earnings per share were up 21% to US$2.86.

Even after its recent rebound, ResMed remains at its lowest valuation level in more than a decade. It’s trading on approximately 16 times forward earnings despite expectations for double-digit earnings per share growth.

Morgans has retained a buy rating with a price target of $41.72, implying around 36% upside from current levels. The broker highlights that the current valuation may underestimate the company’s long-term growth potential.

The post 2 ASX healthcare shares crashing, now bouncing: buy, hold or sell? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Dexus, Resmed, BHP shares
• Down 22%! 3 reasons to buy the big dip in ResMed shares today
• 3 ASX 200 shares to buy now: experts
• Why BHP and these ASX shares could be strong buys this week
• 5 things to watch on the ASX 200 on Monday

Motley Fool contributor Marc Van Dinther 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 CSL and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.