The Siteminder Ltd (ASX: SDR) share price has dropped around 50% in the last six months, as the chart below shows. I view this as a great time to invest in the business because I think it is one of Australia’s top shares.

I’m not just saying I think it’s a great buy – I recently put some of my own investment money into buying a small slice of the ASX tech share.

It provides software for hotels around the world to manage their operations, connect with accommodation booking providers, view data on room pricing, and automate hotel processes.

The business recently reported its FY26 half-year results and demonstrated both strong growth and improving profitability. I think the market is underestimating the company’s potential to be one of Australia’s top shares, and AI won’t have the negative impact the market seems to be pricing.

Great revenue growth

The business delivered very good growth in the FY26 half-year result, with total revenue growth of 25.5% to $131.1 million. Within that, subscription revenue increased 17.7% to $78.1 million, and transactional revenue soared by 39.1% to $53 million.

Net property additions in HY26 were 2,900, bringing the total number of properties to 53,000. Siteminder said that it has continued its strategy of pursuing larger properties.

Siteminder’s new initiatives are within what it’s calling its ‘smart platform’ with three offerings.

Channels Plus has grown to around 7,000 hotels, with ongoing progress in inventory optimisation and expanding distribution use cases. Dynamic Revenue Plus has seen accelerating adoption, with over 20,000 rooms now under management. The Smart Distribution Program broadened its impact across distribution partners.

The improved adoption of the smart platform is significantly increasing the value of each subscriber for Siteminder. Overall average revenue per user (ARPU) rose 11.3% to $435, which saw a 4.5% increase in subscription ARPU to $257 and a 22.8% jump in transaction ARPU to $178.

With an annual revenue growth target of 30%, the business is worthy of the title of one of Australia’s top shares, in my eyes.

Strong profitability

Siteminder is not just a business delivering fast revenue growth – it’s now becoming profitable. Thanks to the operating leverage of a software business, I expect its profit margins to increase rapidly.

In HY26, its adjusted operating profit (EBITDA) more than doubled to $12.3 million, while adjusted free cash flow reached $2.7 million (an improvement of $3.3 million).

Profit margins are increasing across all levels of the business, as reflected in the gross profit margin, suggesting profit can continue to grow considerably faster than revenue for a long time to come.

Siteminder reported that its HY26 adjusted group gross profit margin increased by 98 basis points (0.98%) to 67.8%. The adjusted subscription margin increased 125 basis points (1.25%) to 86.7% through operating leverage and AI efficiencies, while the adjusted transaction margin rose 558 basis points (5.58%) to 40.1% thanks to the smart platform.

The broker UBS suggests that Siteminder could make a net profit of $21 million in FY27 and $77 million in FY30. That means it’s trading at 13x FY30’s estimated earnings, which looks exceptionally cheap to me and a great valuation to buy one of Australia’s top shares.

The post A rare buying opportunity in 1 of Australia’s top shares? appeared first on The Motley Fool Australia.

More reading

• Forget Xero shares, this ASX tech stock is tipped to double in value
• Here are the top 10 ASX 200 shares today
• 3 ASX growth shares you’ll wish you’d bought at these cheap prices
• 2 strong Australian stocks to buy now with $6,000
• A rare buying opportunity in 1 of Australia’s top shares?

Motley Fool contributor Tristan Harrison has positions in SiteMinder. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended SiteMinder. The Motley Fool Australia has positions in and has recommended SiteMinder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to record a disappointing decline. At the time of writing, the benchmark index is down 1.25% to 8,634.7 points.

Four ASX shares that are not letting that hold them back today are listed below. Here’s why they are rising:

Collins Foods Ltd (ASX: CKF)

The Collins Foods share price is up 7% to $10.07. This follows news that the quick service restaurant operator is accelerating its expansion in Germany. Collins Foods has agreed to acquire eight KFC restaurants in Bavaria, centred around Munich, increasing its presence and scale in the country. The company also released a trading update which revealed that Australian same store sales are up 3.2% so far in the second half and 2.7% year to date. The company’s CEO, Xavier Simonet, said: “There is a significant growth opportunity for Collins Foods in the German market, and we are pleased to be executing on our expansion in a disciplined manner.”

St George Mining Ltd (ASX: SGQ)

The St George Mining share price is up 7% to 15 cents. Investors have been buying this rare earths developer’s shares after it announced downstream plans that will aim to separate cerium and lanthanum. St George Mining’s executive chair, John Prineas, commented: “The magnet and heavy rare earths hosted in our world-class Araxa rare earths resource are very significant and the main driver for development of a rare earths mining operation. The opportunity to also monetise the cerium component of the Araxa rare earths deposit can add material value to a potential mining operation at Araxa.”

Whitehaven Coal Ltd (ASX: WHC)

The Whitehaven Coal share price is up 5% to $9.12. This has been driven by news that three major credit agencies have given the coal miner BB+ ratings with stable outlooks. Whitehaven’s managing director and CEO, Paul Flynn, said: “These credit ratings recognise Whitehaven’s strengthened credit profile, prudent capital management and the successful integration – and initial improvements – at the Daunia and Blackwater metallurgical coal operations, which have enhanced the Company’s diversification, scale and returns through the cycle.”

Woodside Energy Group Ltd (ASX: WDS)

The Woodside Energy share price is up almost 2% to $30.97. The catalyst for this has been a jump in oil prices overnight. It isn’t just Woodside that is rising today. Other energy shares are rising as well, which has lifted the S&P/ASX 200 Energy index by 1.7% this afternoon.

The post Why Collins Foods, St George Mining, Whitehaven Coal, and Woodside shares are pushing higher today appeared first on The Motley Fool Australia.

More reading

• Why the Whitehaven share price is on the move today
• Why are ASX 200 coal stocks like Whitehaven, Yancoal and New Hope shares smashing the benchmark today?
• Whitehaven Coal earns credit ratings boost, paving way for refinancing
• Guess which ASX 200 stock is rocketing 11% on big Euro news
• 5 things to watch on the ASX 200 on Thursday

Motley Fool contributor James Mickleboro has positions in Collins Foods and Woodside Energy Group Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Collins Foods. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Whitehaven Coal Ltd (ASX: WHC) are pushing higher in Thursday trade.

At the time of writing, the Whitehaven share price is up 3.79% to $9.04. By comparison, the S&P/ASX 200 Index (ASX: XJO) is down 1.4%.

So, what is driving the move today? Let’s take a closer look.

Coal prices continue to climb

Coal prices have been trending higher again after a volatile start to the year.

According to Trading Economics, coal is currently fetching around US$134.90 per tonne, up roughly 2.9%.

Earlier this week, prices briefly surged to US$150 per tonne before pulling back. Even after that dip, prices remain well above levels seen just a few months ago, when they traded close to the US$100 mark.

The rebound has been driven by several factors in global energy markets.

One driver has been the ongoing uncertainty around global energy supply. Tensions in the Middle East and disruptions across parts of the energy supply chain have kept markets on edge.

Tight conditions in oil and gas markets have also supported demand for coal.

This “fuel switching” effect has pushed coal demand higher, particularly across Asia, where coal remains a major source of electricity generation.

Strong demand from Asia

Another key factor supporting coal prices is continued demand from large Asian economies.

Countries such as China and India remain heavily reliant on coal for electricity generation. Even as renewable energy expands, coal still plays a critical role in meeting base load power demand.

Coal demand has also remained resilient as energy markets continue to face supply disruptions in several regions.

This dynamic has helped lift coal prices over the past year.

A strong run for the Whitehaven share price

The improving commodity backdrop has helped drive a strong rally in Whitehaven shares.

Over the past 12 months, the stock is now up more than 50%, reflecting stronger coal prices and solid operating performance from the company.

Whitehaven is one of Australia’s largest independent coal producers, operating several mines across New South Wales and Queensland.

The company produces both thermal coal for power generation and metallurgical coal used in steelmaking.

What could happen next?

Looking ahead, the outlook for coal prices will remain a key driver for the Whitehaven share price.

Energy markets remain unpredictable, and global supply disruptions can quickly shift demand across fuels.

If coal prices remain elevated or move higher again, this could provide continued support for coal producers across the ASX.

Commodity prices will likely remain the biggest factor influencing Whitehaven’s shares.

The post Why the Whitehaven share price is on the move today appeared first on The Motley Fool Australia.

More reading

• Why Collins Foods, St George Mining, Whitehaven Coal, and Woodside shares are pushing higher today
• Why are ASX 200 coal stocks like Whitehaven, Yancoal and New Hope shares smashing the benchmark today?
• Whitehaven Coal earns credit ratings boost, paving way for refinancing
• Why are ASX 200 energy shares getting smashed on Tuesday?
• Here are the top 10 ASX 200 shares today

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.

There are over 2,000 stocks listed on the ASX. Some look like fantastic buying opportunities right now for savvy investors, while others face headwinds that could drive their share prices lower.

Here are two ASX stocks that analysts have recently rated as a buy, and one they’ve recommended to sell.

Why broker says to buy NextDC shares

NextDC Ltd (ASX: NXT) owns a huge network of data centres for cloud computing, telecommunications, and AI workloads, which it is rapidly expanding. The company also owns power and cooling infrastructure and assists with online security. 

Given that demand for data usage is expected to rise, many analysts are bullish on the outlook for the company’s share price.  

Late last month, NextDC posted strong first-half FY26 earnings and said it expects strong demand to support even more growth over the remainder of the year. 

Analysts at EnviroInvest agree that the outlook for the data centre operator is positive and named it as a buy earlier this week.

The investment company was pleased with the company’s latest results and said it believes NextDC’s structural demand and execution momentum support further upside this year.

At the time of writing, the ASX stock is trading at $12.66 a piece.

Why broker says to buy Flight Centre shares

Flight Centre Travel Group Ltd (ASX: FLT) has lost 21.97% of its value so far in 2026, after slower profit growth and geopolitical tensions put pressure on the company’s stock.

But the company posted its FY26 half-year report late last month, blowing expectations out of the water.

The team at UBS said the ASX stock’s profit before tax came in 5% above market expectations. The broker also said there are a number of positives to come out of the result, which suggests that the company’s shares are trading very cheaply. 

The business has seen a strong start to the year for both leisure and corporate, with both segments on track for year-over-year profit growth.

UBS rates Flight Centre shares as a buy with a $16.45 target price.

At the time of writing, the ASX travel stock is trading at $11.71 a piece.

Why broker says to sell Lynas shares

Lynas Rare Earths Ltd (ASX: LYC) shares rocketed higher on Wednesday, surging 16% to $20.59, off the back of an update to its major long-term supply agreement with Japan Australia Rare Earths (JARE).

Under the revised agreement, which will be in place until 2038, JARE has committed to purchasing 5,000 tonnes per year of NdPr (neodymium and praseodymium) and 50% of all heavy rare earth oxides produced by Lynas for the Japanese market.

Sales will be based on a market-referenced price with a floor of US$110 per kilogram of NdPr. 

Investors were clearly thrilled with the update, but some analysts think that the company’s stock is running ahead of its true value.

Bell Potter believes the run has gone too far and that Lynas shares now reflect overly optimistic long-term rare earths prices.

The broker has a sell rating and a 12-month price target of $11.60. 

At the time of writing, the ASX stock is trading at $20.70 a piece.

The post 2 ASX stocks to buy and 1 to sell appeared first on The Motley Fool Australia.

More reading

• 2 of the best ASX growth shares to buy now
• Up 192%, where to from here for Lynas shares?
• 5 things to watch on the ASX 200 on Thursday
• Here are the top 10 ASX 200 shares today
• 5 ASX shares I’d buy with $5,000 today

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

Telix Pharmaceuticals Ltd (ASX: TLX) shares could be seriously undervalued and destined to deliver market-beating returns.

That’s the view of analysts at Bell Potter, who are tipping the radiopharmaceuticals company as an ASX share to buy now.

What is the broker saying about Telix?

Bell Potter was pleased with the release of an update on part 1 of the ProstACT Global study on Wednesday. It said:

The good news is that there were no new safety signs. Grade 4 thrombocytopenia 11/36 (31%) and neutropenia 9/36 (25%) occurred at higher rates than in previous studies, however, these are manageable, particularly if the therapy benefits are realised. Most patients recovered without intervention, however, two required platelets and a further two required red blood cells. Non hematological events were fairly benign with organ radiation exposure well below established safety levels. The dosimetry data was encouraging.

There was no significant difference in the toxicity profile between the three arms of the study. There was no evidence of cross drug interaction. Radioactivity absorption rates in serum and tumour were also consistent between the three arms of the trial. No efficacy data reported.

The broker appears optimistic that the US FDA will view this data positively. It adds:

The data presented today was a snapshot of the full data package to be presented and discussed with the FDA in the coming weeks. The rate of grade 4 events was higher than expected, nevertheless these are known side effects and patients recovered well. It is not unreasonable to consider a patient otherwise in good health would be able to tolerate these events. We consider the hematological adverse events as far more tolerable than chemotherapy.

Are Telix shares a buy?

According to the note, Bell Potter has retained its buy rating and $19.00 price target on Telix shares.

Based on its current share price of $10.35, this implies potential upside of almost 85% for investors over the next 12 months.

Commenting on its buy recommendation, the broker said:

We consider the FDA will take a neutral view on this data and allow part 2 of ProstACT Global to commence recruitment. It seems reasonably clear that the TLX591 has a manageable side effect profile and there remains the potential of a long survival benefit. Other than the amendment of the IND, the pivotal point for the trial is expected by end CY26 when the futility analysis is due to read out.

The post Why Telix shares could smash the market in 2026 with an 80% return appeared first on The Motley Fool Australia.

More reading

• Should you buy low on these ASX healthcare stocks?
• This drug developer could have huge upside, brokers say
• Four ASX healthcare stocks which are looking cheap
• Here are the top 10 ASX 200 shares today
• Why Life360, St George Mining, Telix, and Westgold shares are charging higher today

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

Macquarie Technology Group Ltd (ASX: MAQ) put out a fairly technical release to the market this week, but it’s made the analysts at Canaccord Genuity take notice, and their price target on the company predicts some serious upside.

So what did the company announce this week?

Major government investment

Macquarie Technology said that it had secured a $200 million hybrid investment from the National Reconstruction Fund Corporation, which it said was “established by the Australian Government to support nationally significant technological innovation, digital infrastructure, defence and national security”.

The investment would be in the form of unsecured and non-convertible securities, and would be issued in two tranches, on or before June 1, 2026 and March 1, 2027.

The company said regarding the investment:

The proceeds of the issue will be used by the company and its subsidiaries for the development of sovereign secure digital infrastructure and cyber security services with strategic product development initiatives focused on its Cloud Services and Government business segment supporting accelerated use of sovereign cloud services and AI by Australian government agencies, the Department of Defence, defence industry, critical infrastructure sectors, and Australian businesses. This investment by NRFC as a long-term, strategic partner, provides an efficient, non-dilutive form of capital that significantly enhances the group’s balance sheet flexibility and an initial financing initiative to obtaining incremental funding to support strategic growth initiatives.  

Shares looking cheap

The team at Cannaccord Genuity said it sounded like the investment, which would sit on the balance sheet as non-dilutive equity, would be used for future capital investments into sovereign cloud infrastructure and the use of AI by government agencies.

They said the investment was “a strong endorsement of Macquarie Technology Group’s business generally and the quality of its Cloud Services & Government (CS&G) offering more particularly, in our view”.

Canaccord has estimated that, calculated at the end of December last year, the instrument would reduce Macquarie Technology’s gearing position from 27% net debt to equity to 20%.

They added:

We read this announcement as a positive for MAQ because (1) attracting an investor like NRF, whose due diligence we believe to be very extensive, is a significant endorsement of MAQ’s business generally and CS&G’s capabilities in particular, and (2) the funds are to be deployed to grow areas of the business outside the Data Centre segment, and specifically CS&G. We noted in our update following the 1H FY26 results that the CS&G segment has been in a growth lull for some time and that the business as a whole seemed to perform much better when CS&G was growing at a solid rate. In addition, we view the use of this instrument leaves a wide array of funding options available for MAQ’s future growth requirements in other areas.

Canaccord has a price target of $95 on Macquarie Technology Group shares compared with just $65.21 currently.

The company was valued at $1.73 billion at Wednesday’s close.

The post This All Ords technology stock could shoot the lights out: broker appeared first on The Motley Fool Australia.

More reading

• Why Brazilian Rare Earths, Lynas, Macquarie Technology, and Ora Banda shares are pushing higher today
• Macquarie Technology Group secures $200m NRFC investment for digital infrastructure
• ASX 200 tech shares lead market sectors with a 7% bounce back

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.

Growth investors are spoiled for choice on the Australian share market.

But with so much to choose from, it can be hard to decide which shares to buy above others.

To help you on your way, let’s take a look at two ASX growth shares that Morgans thinks are top buys this month.

Here’s what it is recommending to clients:

Breville Group Ltd (ASX: BRG)

Morgans is a fan of this appliance manufacturer and has named it as an ASX growth share to buy.

The broker has been impressed with Breville’s operational execution and believes it is well-positioned to benefit from a number of powerful medium-term tailwinds. It expects this to lead to a resumption in sustainable earnings growth from next year. It explains:

1H26 was better-than-feared, with double-digit sales growth (+10%) largely offset by tariff costs (~130bp GM impact) to deliver a flat NPAT outcome (+1% on pcp). Crucially, FY26 EBIT growth guidance provides much-needed earnings visibility, alleviating some concerns for an extended transition year and improving our confidence for a resumption of sustainable EPS growth from FY27+.

We continue to be impressed by BRG’s strong operational execution, green shoots in Food Prep, and powerful medium-term tailwinds (geographic expansion, espresso tailwinds, NPD, Best Buy developments).

Morgans has a buy rating and $40.65 price target on the company’s shares. Based on its current share price of $27.69, this suggests that upside of 47% is possible for investors from current levels.

NextDC Ltd (ASX: NXT)

Another ASX growth share that is highly rated by analysts at Morgans is data centre operator NextDC.

Morgans was very impressed with the company’s strong finish to the first half, highlighting its significant contract wins. The broker said:

NXT sold more MWs in the month of December 2025 than in the preceding 36 months combined. It was a record sales period for enterprise and hyperscale. The 416MW now contracted underpins FY29 underlying EBITDA of >$700m (without new contract wins) and sees NXT trading on an undemanding ~22x EV/Contracted EBITDA, with upside potential. BUY retained and target price lifted to $20.50 from $19.00 following our upgrades.

As mentioned above, in response to its results release, Morgans retained its buy rating on NextDC’s shares with an improved price target of $20.50. Based on its current share price of $12.65, this implies potential upside of 62% for investors over the next 12 months.

The post 2 of the best ASX growth shares to buy now appeared first on The Motley Fool Australia.

More reading

• 5 ASX shares I’d buy with $5,000 today
• Why Breville, Forrestania Resources, GQG Partners, and WiseTech shares are falling today
• 4 ASX tech shares tipped to jump up to 140% higher
• These cheap ASX growth shares could rise 60% to 100%
• 5 things to watch on the ASX 200 on Wednesday

Motley Fool contributor James Mickleboro has positions in Nextdc. 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.

S&P/ASX 200 Index (ASX: XJO) coal stocks are burning bright on Thursday.

In late morning trade on Thursday, the ASX 200 is down 1.3%.

But that’s not keeping investors from sending the New Hope Corp Ltd (ASX: NHC) share price up 3% to $5.20.

Whitehaven Coal Ltd (ASX: WHC) shares are enjoying an even stronger run, up 3.9% at $9.05 apiece. And the Yancoal Australia Ltd (ASX: YAL) share price is up 5.6% at this same time, with shares changing hands for $7.37 apiece.

We’ll also give a shout-out to Stanmore Resources Ltd (ASX: SMR), which isn’t technically an ASX 200 coal stock, but it is part of the S&P/ASX 300 Index (ASX: XKO). In either case, Stanmore Resources shares are up 2.5% at $2.87 each.

Why are ASX 200 coal stocks charging higher?

The big Aussie coal miners look to be catching tailwinds on several fronts.

First, the ongoing conflict in the oil-rich Middle East has not only sent oil prices soaring, but global coal prices have also surged. Part of that rise is due to expectations that nations, especially in Europe, may turn to coal-fired power generation amid potential looming gas shortages.

Earlier this week, thermal coal was fetching US$150 per tonne, according to data from Trading Economics. The coal price has since retreated to around US$135 per tonne, which is still up some 25% since the beginning of 2026.

As you’d expect, that’s been a boon for investors in ASX 200 coal stocks (and Stanmore). Here’s how they’ve been tracking year to date:

• Whitehaven shares are up 15.8%
• New Hope shares are up 28.9%
• Yancoal shares are up 48.1%
• Stanmore shares are up 20.4%

That performance is exceptionally good, taking into account that the ASX 200 is now down 1.1% in 2026.

What else could be boosting the Aussie coal miners?

Atop the price pressures on oil, gas, and coal amid the ongoing US and Israeli war with Iran, ASX 200 coal stocks also look to be getting a boost with Matt Canavan taking the helm of the National Party yesterday.

Canavan is well known for his pro-coal positions, which include supporting the construction of new coal-fired power stations in Australia.

ASX 200 coal stock gets credit rating boost

Whitehaven is the only one of the coal miners to release any price-sensitive news today.

The ASX 200 coal stock revealed that it had received public credit ratings from S&P, Fitch, and Moody’s.

As The Motley Fool reported earlier this morning:

Whitehaven’s new credit ratings come as the company looks to refinance its US$1.1 billion acquisition facility. The investment grade ratings on the senior secured debt, in particular, are expected to support better access to global debt capital markets.

The post Why are ASX 200 coal stocks like Whitehaven, Yancoal and New Hope shares smashing the benchmark today? appeared first on The Motley Fool Australia.

More reading

• Whitehaven Coal earns credit ratings boost, paving way for refinancing
• 5 high-yield ASX dividend shares paying 6% to 10%
• Why are ASX 200 energy shares getting smashed on Tuesday?
• Here are the top 10 ASX 200 shares today
• Buy, hold, sell: Whitehaven Coal, Goodman, and Xero shares

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.

If you are looking to add some new positions to your portfolio, it can sometimes be helpful to think about ASX stocks through different investing styles.

Some companies offer strong long-term growth potential, others appear undervalued relative to their earnings, and some provide reliable dividend income.

With that in mind, here is one ASX stock in each category that could be worth considering right now.

Pro Medicus Ltd (ASX: PME)

One ASX growth stock that could be a buy is Pro Medicus.

The medical imaging technology company has been one of the market’s standout performers over the past decade thanks to its Visage platform, which allows hospitals and radiology groups to view large imaging files quickly through the cloud.

Demand for advanced imaging technology continues to grow as healthcare providers shift toward digital workflows and higher-resolution scans. This has helped Pro Medicus win a steady stream of large contracts with major healthcare organisations, particularly in the United States.

Importantly, the company also enjoys extremely high margins and a capital-light business model. As more customers adopt its software, earnings can scale quickly without the same level of cost growth.

Given its strong competitive position and growing global footprint, Pro Medicus could remain a compelling long-term growth story.

Treasury Wine Estates Ltd (ASX: TWE)

Another ASX stock that could be worth considering is Treasury Wine Estates.

The global wine company has experienced a difficult period over the past year. Its share price has been under pressure amid weaker demand for luxury wines, partly due to cost of living pressures affecting consumers. In addition, the company has been dealing with distributor challenges in the United States.

However, these headwinds may already be reflected in the valuation. Based on current estimates, Treasury Wine Estates is trading at roughly 12 times forecast FY 2026 earnings, which is well below the multiples the business has historically commanded.

If trading conditions improve and its US distribution issues are resolved, sentiment towards the Penfolds owner could recover.

HomeCo Daily Needs REIT (ASX: HDN)

For income investors, HomeCo Daily Needs REIT could be worth a look.

The real estate investment trust focuses on large format retail and convenience-based assets that are anchored by tenants providing everyday services. These include supermarkets, healthcare providers, childcare centres, and other essential retail.

Because these tenants tend to be less sensitive to economic cycles, the portfolio can generate relatively stable rental income. This helps support the REIT’s attractive distribution profile.

At present, HomeCo Daily Needs REIT offers a dividend yield of more than 6%, which could make it appealing for investors looking to generate passive income from their portfolio.

The post Growth, value, dividends: 1 ASX stock in each category to buy immediately appeared first on The Motley Fool Australia.

More reading

• Where I’d invest $10,000 in ASX growth shares right now
• What I’d do as a beginner with $50,000 to invest in ASX shares
• Here are the top 10 ASX 200 shares today
• After the ASX 200’s latest slide, I spy bargain shares!
• Is this one of the best ASX 200 stocks money can buy?

Motley Fool contributor James Mickleboro has positions in Pro Medicus and Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended HomeCo Daily Needs REIT and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Africa-focused gold miner Resolute Mining Ltd (ASX: RSG) has made a final investment decision on its Doropo gold project in Côte d’Ivoire, further advancing its plans to become a leading multi-asset gold producer.

Milestones ticked off

The company said the decision had followed extensive technical, economic, environmental, and social evaluations, as well as receipt of the mining permit from the Côte d’Ivoire government.

The company went on to say:

This milestone underpins the company’s strategy to grow annual gold production above 500,000 ounces by the end of 2028 and validates the company’s commitment to disciplined growth and generating shareholder value. The development of Doropo supports production over an initial mine life of approximately 13 years, with potential opportunities for expansion and value creation throughout the region.

Resolute released an updated definitive feasibility study (DFS) for Doropo in December, which showed that the mine would produce an average of 170,000 ounces of gold per year over 13 years, for a total of about 2.5 million ounces of gold.

The project is expected to produce gold at an all-in sustaining cost of US$1,406 per ounce, compared with the current spot price of gold, which is US$5,166.60.

The project is expected to cost US$516 million to construct, up from an earlier estimate of US$373 million, reflecting a larger-scale operation processing 4.9 million tonnes of ore per year, up from 4 million.

Resolute said in the DFS that in the first five years, Doropo was expected to generate EBITDA of US$364 million, and it was expected to pay itself back in 1.7 years.

Resolute Managing Director Chris Eger said regarding today’s announcement:

This Final Investment Decision represents an important growth milestone for Resolute that advances our strategy to become a diversified gold producer, on track to achieve annual production of over 500 koz by the end of 2028. This decision reflects the quality of the Doropo Gold Project, the robustness of our technical work, and our confidence in the operating environment. We expect the Project to generate significant shareholder value whilst delivering enduring benefits to host communities and national partners.

Mr Eger said in December that, as well as benefiting shareholders, the Doropo project would generate more than US$420 million in royalties and create substantial employment opportunities for the local community.

Shares in the ASX 200 gold stock were 2.6% lower on Thursday at $1.42.

The company was valued at $3.12 billion at Wednesday’s close.

The post This ASX 200 gold company has just signed off on a new mine appeared first on The Motley Fool Australia.

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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.