On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a small gain. The benchmark index rose 5 points to 9,010.9 points.

Will the market be able to build on 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 following a soft night in Europe. According to the latest SPI futures, the ASX 200 is expected to open the day 4 points lower. Wall Street was closed for Labor Day, but in Europe the FTSE fell 0.1% and the DAX dropped 0.15%.

Shares going ex-dividend

Another group of ASX 200 shares will be going ex-dividend on Tuesday and could trade lower. This includes AUB Group Ltd (ASX: AUB), BlueScope Steel Ltd (ASX: BSL), Mineral Resources Ltd (ASX: MIN), News Corporation (ASX: NWS), and Smartgroup Corporation Ltd (ASX: SIQ). Mineral Resources will be rewarding its shareholders with a fully franked 83 cents per share dividend on 30 September.

Oil prices rise

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Tuesday after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.3% to US$92.70 a barrel and the Brent crude oil price is up 1.1% to US$97.314 a barrel. This was driven by a further escalation in US-Iran hostilities.

Gold price softens

ASX 200 gold shares Genesis Minerals Ltd (ASX: GMD) and Capricorn Metals Ltd (ASX: CMM) could have a soft session after the gold price dropped overnight. According to CNBC, the gold futures price is down 0.55% to US$4,452 an ounce. The precious metal has come under pressure due to increasing US rate hike bets.

Buy Select Harvests shares

Select Harvests Ltd (ASX: SHV) shares could be undervalued according to analysts at Bell Potter. This morning, the broker has retained its buy rating on the almond producer’s shares with an improved price target of $6.05 (from $5.30). It said: “Almond prices are strengthening and the SHV share price has lagged this move, continuing to trade below its market backed asset value of ~$5.30ps. At spot almond price levels, we would estimate FY27e EPS in a range of 53-72¢ps based on production guidance comparable to FY26e (i.e. 28,000-31,000kt), a level materially higher than the current consensus EPS level of ~37¢ps.”

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 recommended Aub Group and Smartgroup. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are wide variety of S&P/ASX 200 Index (ASX: XJO) share opportunities that we can buy. When one analyst thinks a business is a buy, that’s interesting. When there’s multiple brokers that think a stock is a buy, it could be a great opportunity.

Reporting season has recently finished, giving experts the chance to look over the numbers and valuations and select some of the best opportunities on the ASX.

Below are two of the most popular ASX 200 shares among analysts.

Breville Group Ltd (ASX: BRG)

Breville is one of the world’s leading coffee machine businesses, with multiple brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

According to CMC Markets, there have been seven analyst ratings on the business within the last three months. All seven of those ratings were a buy. Not many ASX 200 shares have a 100% positive rating.

The average price target of those seven ratings on the ASX share is $37.36, which implies a possible rise of 18% from where it is at the time of writing. The most optimistic price target is $41.07, suggesting a possible rise of 29%.

FY27 saw solid growth for the business, despite the headwind of US tariffs. Revenue rose 6.7% to $1.81 billion, underlying operating profit (EBITDA) grew 4.5% to $284.1 million, and net profit after tax (NPAT) rose 1.7% to $138.1 million. This allowed the business to fund a 2.7% rise in the annual dividend per share to 38 cents.

Pleasingly, the company delivered double-digit revenue growth in coffee and cooking. Its young markets of China, South Korea, Mexico and Middle East) collectively grew revenue by more than 70%.

To manage exposure to US tariffs on China, it has substantially diversified its manufacturing. More than 85% of its 120-volt product gross profit dollars have now been sourced outside China.

It described the outlook for demand across its markets as “resilient” due to premium consumers, as the company navigates macroeconomic headwinds and company-specific tailwinds, including new product launches, fast-growing new geographies, solution plays and continued store-in-store expansion.

Charter Hall Group (ASX: CHC)

Charter Hall describes itself as a leading fully integrated diversified property investment and funds management group.

The ASX share invests in a diverse portfolio of high-quality properties across core sectors of office, industrial, logistics, retail and social infrastructure.

According to CMC Invest, there have been eight analyst ratings on the business within the last three months. Six of them were a buy rating and two of them were hold.

The average price target of those eight analysts is $25.15, which implies a possible rise of 32% over the next year. The most optimistic price target is $31.07 suggests a possible rise of 63%.

Charter Hall reported in FY26 that group funds under management (FUM) grew by $10 billion over the year to $94.3 billion, which is a strong driver of earnings. FY26 operating earnings per security (OEPS) grew 26.8% to $1.032.

The ASX share is expected to grow its OEPS by 10.5% in FY27 to $1.14, with the distribution expected to grow by another 6%.

The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Breville Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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.

For years, ASX healthcare shares have been the market’s rotten apple. Once viewed as a defensive safe haven, the sector became one of the ASX’s biggest laggards.

The S&P/ASX 200 Health Care Index (ASX: XHJ) is still down 33% over five years and 18% over the past 12 months. Between January 2025 and June 2026, the index lost more than half its value.

Then August happened. The ASX 200 Health Care index surged 13% over a month and now sits 44% above its June low, comfortably beating the S&P/ASX 200 Index (ASX: XJO), which gained 3% over the same period.

So, have ASX healthcare shares finally turned the corner?

CSL leads the charge

The sector entered August with expectations firmly beaten down. That proved to be a blessing.

Companies largely cleared the low bar, with cost control doing much of the heavy lifting. Healthcare was also the only sector where more companies upgraded their outlooks for the year ahead than downgraded them.

CSL Ltd (ASX: CSL) was the standout. Its shares jumped 40% in August after plasma product sales for the June half came in ahead of expectations.

More importantly, management pointed to improving gross margins at CSL Behring, the plasma business that has caused plenty of headaches in recent years. UBS now believes the worst could be behind CSL ahead of its CEO transition in 2027.

Other healthcare heavyweights also delivered. Ansell Ltd (ASX: ANN) jumped 23% after beating expectations, with its FY27 guidance implying double-digit earnings-per-share growth at the midpoint.

Ramsay Health Care Ltd (ASX: RHC) gained 16% after a better-than-expected FY26 result. Its new management team expects further margin expansion in FY27, helped by more predictable private health insurance agreements, better operating theatre utilisation and procurement savings.

The rally wasn’t limited to those three names. Eight of the sector’s 10 largest ASX healthcare shares finished August higher. Cochlear Ltd (ASX: COH) climbed 13%, Telix Pharmaceuticals Ltd (ASX: TLX) rose 10%, and ResMed Inc (ASX: RMD) gained close to 10%.

Can the rebound continue?

This is where things get interesting. August was impressive, but FY27 will be the real test.

Management teams are generally optimistic, yet analysts aren’t quite as convinced. According to a recent Macquarie note, consensus FY27 earnings forecasts for the sector were actually cut by more than 2% during August.

There’s another problem: valuations have rebounded alongside share prices. The bargain-basement appeal that existed at June’s lows has largely disappeared. Investors are now paying more for the turnaround they hope is coming.

The August reporting season suggests CSL and several of its peers may finally be back on firmer ground. But after such a powerful rebound, the easy part may already be over.

Now, ASX healthcare shares need to deliver.

The post CSL led the ASX healthcare shares rebound. Can it continue? appeared first on The Motley Fool Australia.

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