Tag: Stock pick

The ASX is set to welcome a new $300 million metals manufacturing company to the bourse in the coming weeks, with Advanced Energy Minerals Ltd (ASX: AEM) looking to raise up to $50 million in an initial public offer.

The company, in a prospectus lodged with the ASX, said it is a manufacturer of high purity alumina (HPA) at its production facility in Cap-Chat, Canada, where it recently finished a two-year capital works program.

Expansion funds sought

The existing facility has a 2000 tonne per year production capacity, with the company raising new funds to help expand production to 3000 tonnes per year. As Richard Seville, the company’s chair, explains, this would make it a major player in the HPA market.

At 3,000 tonnes per annum, AEM would be the third largest HPA producer in the world outside of China.

Mr Seville goes on to explain that demand for HPA is growing rapidly.

The HPA market has grown rapidly over recent years with a compound annual growth rate of approximately 13.6% over the period from 2013 to 2024, and with double-digit growth forecast to continue for the next ten years. This growth has been driven by mass adoption of LED technology for energy efficient lighting and supported by significant demand growth in semi-conductors, advanced ceramics and lithium-ion batteries. All of these sectors are forecast to see continued growth underpinned by increased demand for processing and data storage associated with artificial intelligence.

Mr Seville said independent research from CM Group has indicated that there would be potential undersupply of HPA next year, and also for the period from 2029 to 2034.

As a result, we consider this to be an excellent time to be entering the HPA market. In response to these market dynamics, CM Group have forecast prices to increase from the current US$25/kg range to US$40/kg in the longer term.

Not your everyday commodity

Mr Seville said HPA was unlike most other commodities in that it needed to be tailored to meet each customer’s needs in terms of purity, particle size, and morphology, with the time period for qualifying a product with a customer taking as long as two years.

AEM, he said, was well progressed in this area, putting it in a strong position.

AEM has been able to advance this qualification process with a range of customers as the Cap-Chat Plant has consistently produced HPA on specification for over three years. As a result, AEM currently has eleven projects which have completed the qualification process phase and are in the commercial relationship stage, with twenty-two Projects in the industrial trials phase, and eighty-six in laboratory trials.

The company is aiming to raise at least $40 million via the issue of new shares at 53 cents each, with oversubscriptions of $10 million allowed under the offer.

Advanced Energy Minerals expects to close off the initial public offer of shares on November 28, with trading on the ASX to start on December 12.

The company would be valued at $307.2 million on listing based on raising the minimum $40 million.  

The post New critical minerals manufacturer aiming to list on the ASX appeared first on The Motley Fool Australia.

More reading

• AI bubble worries are rising. Nvidia’s $31.9 billion profit says otherwise.
• Why the CBA share price valuation is ‘disconnected from fundamentals’
• Lovisa holds AGM; provides a positive trading update
• What is Bell Potter’s view on REITs?
• Guess which ASX tech stock is tipped to rise 50%+

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.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

While the stock market has been fretting in recent weeks about the idea of an artificial intelligence (AI) bubble, Nvidia (NASDAQ: NVDA) may have just let the air out of those fears. The company’s earnings report for its fiscal third quarter of 2026 shows that the appetite for AI stocks — and Nvidia’s groundbreaking infrastructure in particular — remains ravenous. 

A look at Nvidia’s report

Nvidia’s earnings report after the bell on Nov. 19 showed record revenue of $57 billion, which is up 62% from last year and 22% on a sequential basis. Most of that revenue comes from Nvidia’s data center sales, which recorded $51.2 billion in revenue – up 66% from last year.

Nvidia’s gross margin was an incredible 73.4% with net income of $31.9 billion — up 65% from last year and 21% from the second quarter. Earnings per share were up 67% from a year ago to $1.30.

“Blackwell sales are off the charts, and cloud GPUs are sold out,” CEO Jensen Huang said. “Compute demand keeps accelerating and compounding across training and inference – each growing exponentially. We’ve entered the virtuous cycle of AI.

“The AI ecosystem is scaling fast — with more new foundation model makers, more AI start-ups, across more industries, and in more countries,” Huang said. “AI is going everywhere, doing everything, all at once.”

Nvidia’s guidance for its fiscal fourth quarter calls for revenue of $65 billion, and for margins to improve to between 74.8% and 75%.

What Nvidia’s earnings mean for AI demand

If there’s an AI bubble to be had, it won’t be with Nvidia or its major customers. Nvidia already has contracts with OpenAI, which is using at least 10 gigawatts of Nvidia architecture, and has a new agreement with Anthropic to build at least 1 gigawatt of compute power with Nvidia’s chips.

In addition, Nvidia has partnerships with Alphabet‘s Google Cloud, Microsoft Azure, Oracle, and xAI to build out domestic AI infrastructure — all using Nvidia’s chips.

That’s why Nvidia’s stock jumped 4% in after-hours trading after the company dropped its earnings report. Shares of other major AI stocks were also up – Advanced Micro Devices rose 3% in after-hours trading, Broadcom was up 2%, and Palantir Technologies was up 2.5%.

Nvidia’s earnings report may be just the thing that the stock market — and AI stocks in general — need to finish the year strong. The technology sector has been slipping in recent weeks, having just broken even in the last month after a better than 20% gain in the first 10 months of 2025. With Nvidia showing continued strength and forecasting even better margins and revenue in the fourth quarter, fears of an AI bubble may fade away quickly.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post AI bubble worries are rising. Nvidia’s $31.9 billion profit says otherwise. appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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• US stocks will underperform over next decade: Goldman Sachs

Patrick Sanders has positions in Nvidia and Palantir Technologies. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Advanced Micro Devices, Alphabet, Microsoft, Nvidia, Oracle, and Palantir Technologies. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Broadcom and has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Advanced Micro Devices, Alphabet, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Commonwealth Bank of Australia (ASX: CBA) share price has risen strongly over the past five years.

Since this time in 2020, the banking giant’s shares have risen a sizeable 91%.

In addition, during this time, Australia’s largest bank has rewarded shareholders with 10 dividend payments.

Clearly, it was a smart move buying CBA’s shares half a decade ago.

Valuation looking stretched

Given this strong run, it may not come as a surprise to learn that most brokers believe that the CBA share price is overvalued now.

In fact, it has been described by some analysts as the most expensive bank in the world.

And while a premium is arguably justified due to its quality, the team at Bell Potter believes that its valuation is “disconnected from fundamentals.”

Following a review of the banking sector, the broker has gone further underweight with its CBA holding. This makes the bank its largest active underweight position in its Core portfolio.

Commenting on the big four bank, Bell Potter said:

We are moving further Underweight in CBA, establishing it as our largest active underweight position in the Core portfolio. The bank’s valuation premium has expanded to an extreme and, in our view, unsustainable level, trading at a P/E multiple that is ~40% above the peer average. While a premium for its high-quality franchise and strong returns is warranted, the current gap is disconnected from fundamentals.

Bell Potter believes that CBA’s recent quarterly update didn’t provide any justification for its lofty valuation and appears concerned that its valuation gap will close in the near future. It explains:

The recent 1Q26 trading update underscored this, revealing the bank is not immune to the sector-wide pressures of NIM attrition (from competition and deposit mix) and rising costs. CBA’s result was “unremarkable” and showed a lack of differentiation versus peers. It faces the same wage and technology inflation as others, with its 1Q cost growth of 4% coming in a seasonally lower quarter for IT spend, implying costs will accelerate. With earnings momentum no better than its much cheaper rivals, we believe this valuation gap will continue to be under pressure.

The broker currently has a preference for ANZ Group Holdings Ltd (ASX: ANZ) on valuation grounds. It is the only bank that it has an overweight position in its Core portfolio. It adds:

We are moving to an overweight position in ANZ, which we see as the clear relative value proposition and our preferred holding in the sector. ANZ delivered the cleanest and highest-quality result of the recent reporting season, providing a tangible “self-help” story that NAB and CBA lack, while Westpac’s is relatively priced in. The key differentiator was costs. Management’s guidance for a 3% decline in the underlying cost base for FY26 is unique among the majors and provides a clear path to earnings growth, even in a flat revenue environment.

The post Why the CBA share price valuation is ‘disconnected from fundamentals’ appeared first on The Motley Fool Australia.

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• Forget CBA shares! Buy these ASX dividend shares instead for passive income
• Macquarie reveals its views on the big 4 banks after the latest earnings reports

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.

The Lovisa Holdings Ltd (ASX: LOV) share price is in focus today as the company holds its annual general meeting (AGM) and provides a trading update. For the first 20 weeks of FY26, Lovisa’s global total sales jumped 26.2% compared to the same period last year, while comparable store sales rose 3.5%.

What did Lovisa report?

• Global total sales up 26.2% for the first 20 weeks of FY26 compared to FY25
• Global comparable store sales up 3.5% on FY25
• 44 net new stores opened financial year to date (62 opened, 18 closed/relocated)
• Total store network now 1,075 stores across more than 50 markets
• 148 more stores trading than the same time last year

What else do investors need to know?

Lovisa continued its international expansion apace, adding stores across all markets. The company now operates in more than 50 markets worldwide—a testament to its ongoing global rollout strategy.

The 18 store closures this year include six relocations, suggesting management remains focused on optimising store performance and locations. The company’s AGM today serves as a checkpoint update rather than a full results release.

What’s next for Lovisa?

Looking ahead, Lovisa plans to maintain its focus on global expansion by opening stores in both existing and new markets. Management says it will continue to monitor performance as it grows, with an eye on optimising the global store network.

Investors will be watching for the impact of continued store rollouts on sales trends and profitability in coming updates. A full financial result is expected at the company’s next scheduled reporting date.

Lovisa share price snapshot

Over the past 12 months, Lovisa shares have risen 30%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

View Original Announcement

The post Lovisa holds AGM; provides a positive trading 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 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 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.

ASX REITs are real estate investment trusts. Essentially, these are companies that own and operate property assets that typically produce income.

REITs can have various property types in their portfolios, or they might specialise in just one type. 

For example, some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels. 

Others specialise in residential property investment, such as aged care villages and apartment buildings.

Each week, broker Bell Potter provides analysis on the sector, including target prices and recommendations. 

Right now, it appears the broker sees upside after a down month. 

Here is how the broker is viewing the sector right now. 

Underperforming over the last month 

In this week’s report, the broker noted that REITs performed well until a stronger-than-expected employment print (unemployment down to 4.3% vs. 4.5% prior and 4.4% consensus) drove the sector down against the broader S&P/ASX 200 Index (ASX: XJO).

Bell Potter said overall, the sector has underperformed over the last month but could be poised for a bounce back.

On this sentiment, we still think the sector is well positioned (return of earnings growth, strong balance sheets, increased cap trans activity and potential for debt-funded accretive acquisitions) and worth bearing in mind 3mth BBSW is only marginally above where it started FY26 (c.3.6%).

The broker highlighted that Infratil Ltd (ASX: IFT) delivered its 1H26 result, reaffirming full-year guidance, but lost ground given prior strong consensus views. 

Other companies that fell last week included:

• Goodman Group (ASX: GMG) down 3%
• HMC Capital (ASX: HMC) lost 4% 
• DigiCo Infrastructure REIT (ASX: DGT) fell 7%

Buy, hold, and sell from Bell Potter

The report from Bell Potter also included target prices and recommendations.

REITs with buy recommendations include:

• Centuria Capital Group (ASX: CNI)
• Goodman Group (ASX: GMG)
• Dexus Convenience Retail REIT (ASX: DXC)
• GDI Property Group (ASX: GDI)
• Healthco Healthcare And Wellness Reit (ASX: HCW)
• Dexus Industria REIT (ASX: DXI)

Of this group, the team at Bell Potter sees the biggest upside for Healthco Healthcare and Wellness Reit (ASX: HCW) and Goodman Group (ASX: GMG). 

The broker sees roughly 37% to 40% upside from current levels. 

The broker has hold recommendations on: 

• HMC Capital (ASX: HMC)
• DigiCo Infrastructure REIT (ASX: DGT)
• Homeco Daily Needs REIT (ASX: HDN)  

Bell Potter has a sell recommendation on Centuria Office REIT (ASX: COF). 

Looking ahead, the broker said feedback from corporates and leading CRE private credit providers points towards potential for margin compression across the sector. 

The post What is Bell Potter’s view on REITs? appeared first on The Motley Fool Australia.

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• Here are the top 10 ASX 200 shares today
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• 3 outstanding ASX growth shares analysts are backing right now

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 Goodman Group and HMC Capital. The Motley Fool Australia has recommended Goodman Group, HMC Capital, and HomeCo Daily Needs REIT. 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 for some tech sector exposure after recent weakness, then it could be worth looking at the ASX stock in this article.

That’s because if Bell Potter is on the money with its recommendation, it could deliver massive returns for investors over the next 12 months.

Which ASX tech stock?

The stock that Bell Potter is tipping as a buy is Gentrack Group Ltd (ASX: GTK).

It is a specialist billing and CRM solutions and managed services provider to energy, water, and airport industries.

Bell Potter notes that the majority of its revenue is generated from energy retailers and leveraged to IT infrastructure transformation within utilities/retailers, as well as future-facing distributed energy resources and decentralised storage trends.

The broker points out that these are driving increasingly complex data sets to manage and general legacy platforms were not designed specifically for this.

What is the broker saying?

Bell Potter notes that macro tailwinds are strengthening for this ASX tech stock, which bodes well for its future growth. It said:

Solar-generated energy accounted for 83% of the increase in global electricity demand for the first half of CY25, according to energy think tank, Ember, which also saw it pass a milestone in generating more power than coal for the first time during the measured window. Utility-scale solar deployments and grid connections are underpinned by its position as the lowest cost for energy generation on a $/MWh basis, as well as the most cost-competitive form of new-build generation (unsubsidised basis) according to Lazard’s annual Levelised Cost of Energy report.

Though, there is one area of concern for the broker. That is lost momentum with its next generation g2.0 platform. It adds:

Despite these positive macro tailwinds requiring updated/modern billing stacks, GTK seems to have lost g2.0 project momentum, which makes us cautious heading into the FY25 result.

Time to buy

Despite concerns over the g2.0 project, Bell Potter remains very positive and sees significant value in the ASX tech stock.

This morning, it has retained its buy rating on Gentrack’s shares with a reduced price target of $9.80 (from $13.20). Based on its current share price of $6.34, this implies potential upside of 55% for investors between now and this time next year.

Commenting on its buy recommendation, the broker said:

Our A$ DCF valuation downwards due to the current ~decade-low in NZD against the AUD and introduced a 50:50 EV/EBITDA blend to our valuation methodology. We move to cautious on the growth outlook for GTK, which is predicated on winning transformation projects/front book revenues converting into recurring/back book revenue streams, amid a lack of positive utility project news in an increasingly competitive environment. We are positive on secular tailwinds in decentralised energy driving utility billing stack transformations broadly.

The post Guess which ASX tech stock is tipped to rise 50%+ 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 positions in and has recommended Gentrack Group. The Motley Fool Australia has positions in and has recommended Gentrack Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Interest rate cuts may be putting pressure on savers this year, but that doesn’t mean income investors are out of options.

In fact, the Australian share market remains one of the most reliable hunting grounds for attractive yields.

If you’re searching for strong dividend opportunities to help offset falling deposit rates, analysts have highlighted several ASX dividend stocks offering appealing income potential over the next couple of years.

Here are two names that brokers currently rate as buys, along with the dividend yields they are forecasting.

Dexus Convenience Retail REIT (ASX: DXC)

For investors seeking stable, property-backed income, the Dexus Convenience Retail REIT could be a standout option.

This REIT owns a nationwide portfolio of service stations and convenience retail sites, leased to high-quality tenants on long-term, inflation-linked agreements. These leases provide reliable, predictable cashflows, exactly what income investors typically look for.

The assets in the portfolio are generally considered resilient, with demand for fuel, convenience goods, and essential services remaining steady through economic cycles. Annual rental increases further support income growth and help safeguard distributions over time.

Bell Potter is bullish on the company and has a buy rating and $3.45 price target on its shares.

As for income, it expects dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $2.86, this would mean dividend yields of 7.3% and 7.6%, respectively.

IPH Ltd (ASX: IPH)

Global intellectual property specialist IPH is another ASX dividend stock that analysts rate as buys this month.

The company operates several well-known intellectual property services firms across Australia, New Zealand, Canada, and Asia, including AJ Park, Smart & Biggar, and Spruson & Ferguson. This positions IPH in a niche professional services market with steady demand and high client retention.

And while its performance has been underwhelming in the past couple of years, the team at Morgans remains positive. It has also described its valuation as “undemanding” and is forecasting some very big dividend yields in the near term.

The broker is expecting IPH to pay fully franked dividends of 37 cents per share in both FY 2026 and FY 2027. Based on its latest share price of $3.60, this equates to dividend yields over 10% for both years.

Morgans currently has a buy rating and $6.05 price target on its shares.

The post These ASX dividend stocks offer 7% to 10% yields 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 IPH Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I love investing in undervalued businesses with excellent growth potential. There are a few S&P/ASX 200 Index (ASX: XJO) shares that are trading a lot cheaper compared to recent times that I believe are great buys.

ASX tech shares are some of the most compelling ideas because of their ability to achieve high profit margins and grow revenue at a fast pace.

Recent results highlight to me what attractive buys the following three businesses are.

Xero Ltd (ASX: XRO)

Xero is one of the world’s leading accounting software businesses, with a presence in numerous countries including Australia, New Zealand, the UK, the US, Canada, Singapore and South Africa.

The Xero share price has fallen by roughly a third over the past year, despite reporting a solid set of numbers in the FY26 first half result, with 20% operating revenue growth, 42% net profit growth and 54% free cash flow growth.

It’s benefiting from a growing, loyal subscriber base that (based on the low subscriber churn rate) appears to love the tools Xero offers to save time and operate the business more efficiently. With a rising average revenue per user (ARPU) and growing profit margins, there’s a lot to like about this business with global growth aspirations.

I believe this ASX 200 share could make significantly more profit in the next five years.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is a global enterprise resource planning (ERP) software business that has customers like companies, local councils, universities, government entities and so on.

The company has been a success story over the last five years and I think there’s a lot more growth to come. It has a goal of a net revenue retention (NRR) of 115%, meaning it wants to grow its revenue by 15% from its existing client base each year, thanks to its significant investment (25% of revenue) in improving the software.

This ASX 200 share is expecting rising profit margins thanks to its software as a service (SaaS) business model. It’s also expecting to significantly grow its annual recurring revenue (ARR) in the coming years, with a $1 billion ARR target by FY30.

If the business is successful at winning more customers in the UK and continuing its NRR track record, the tech stock has a very exciting future. In FY25, it reported total ARR grew 18% to $554.6 million, it revealed NRR of 115% and net profit before tax increased 19% to $181.5 million.

REA Group Ltd (ASX: REA)

REA Group is the owner and part-owner of numerous businesses related to property in Australia, as well as having investments in the Asian and the US property industries.

The main business for REA Group is realestate.com.au, which saw 111.4 million more monthly visits than the nearest competitor on average in the first quarter of FY26.

This advantage over its nearest rival gives REA Group strong pricing power and the ability to deliver stronger profit margins.

The FY26 first quarter saw the business deliver revenue growth of 4% and free cash flow growth of 16%, showing the power of its financials.

In five years, I’m expecting the company to be making significantly more profit, particularly if it’s able to continue growing its revenue. Despite that, it has dropped by approximately a quarter in value since August 2025, making it much better value.

The post 3 ASX 200 shares that could be top buys for growth appeared first on The Motley Fool Australia.

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

Long-term investing works best when you keep things simple. Instead of trying to predict every market swing or jump in and out of positions, the real magic often comes from staying invested and letting compounding do its work.

Exchange-traded funds (ETFs) make that process even easier. They offer broad diversification and exposure to world-class stocks and powerful megatrends, all without needing to pick individual stocks.

For investors thinking about the next decade rather than the next week, a handful of ETFs stand out as strong long-term candidates.

Here are three ASX ETFs that could help Aussie investors build wealth over the long term:

Betashares Asia Technology Tigers ETF (ASX: ASIA)

Asia is home to some of the world’s fastest-growing digital economies, and the Betashares Asia Technology Tigers ETF gives investors an easy way to tap into that growth.

This ASX ETF invests in leading technology companies across China, Taiwan, and South Korea, regions driving advancements in e-commerce, semiconductors, gaming, cloud services, and AI.

Its holdings include some of Asia’s most influential tech names, such as Tencent (SEHK: 700), Taiwan Semiconductor Manufacturing Co. (NYSE: TSM), and Alibaba (NYSE: BABA). These businesses are deeply embedded in essential digital infrastructure and consumer platforms used by hundreds of millions of people every day.

Betashares Cloud Computing ETF (ASX: CLDD)

The shift to cloud computing has been one of the most transformative technological trends of the past decade, and it is nowhere near finished. As more organisations rely on cloud platforms to run software, analyse data, manage logistics, and deploy artificial intelligence, demand for cloud infrastructure is expected to grow strongly.

The Betashares Cloud Computing ETF provides exposure to leading global cloud companies, including Twilio (NYSE: TWLO), Microsoft (NASDAQ: MSFT), and Shopify (NASDAQ: SHOP). These businesses play central roles in enabling digital operations across industries, from online retail to financial services to enterprise software.

Cloud adoption is expanding into new sectors and business models, and the rise of AI is only increasing the need for scalable computing power. This fund offers investors a straightforward way to participate in this long-duration megatrend. It was recently named as one to consider buying by analysts at Betashares.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

For investors seeking a more defensive style of growth, the VanEck Morningstar Wide Moat ETF could be a top option.

This ASX ETF targets US companies that have fair valuations and wide economic moats. The latter are durable competitive advantages that allow them to maintain pricing power, protect profits, and compound earnings over long periods.

This quality-focused strategy has historically produced strong performance, particularly through market cycles.

Its holdings currently include stocks such as Adobe (NASDAQ: ADBE), Walt Disney (NYSE: DIS), and Nike (NYSE: NKE). These are businesses with world-class brands, high switching costs, or unique intellectual property.

The post 3 fantastic ASX ETFs to build long-term wealth appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf, Nike, VanEck Morningstar Wide Moat ETF, and Walt Disney. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adobe, Microsoft, Nike, Shopify, Taiwan Semiconductor Manufacturing, Tencent, Twilio, and Walt Disney. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group and has recommended the following options: long January 2026 $395 calls on Microsoft, long January 2028 $330 calls on Adobe, short January 2026 $405 calls on Microsoft, and short January 2028 $340 calls on Adobe. The Motley Fool Australia has recommended Adobe, Microsoft, Nike, Shopify, Twilio, VanEck Morningstar Wide Moat ETF, and Walt Disney. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX mining shares closed higher on Thursday, with the S&P/ASX 300 Metal & Mining Index (ASX: XMM) lifting 2.56%.

The index has risen 27% over the year to date compared to a 4.5% bump for the S&P/ASX 300 Index (ASX: XKO).

ASX mining share valuations are being supported by rising commodity prices for many metals and minerals amid the gold price boom and green energy transition.

Check out what’s happened this year to these commodity prices.

Star commodities of 2025

By comparison, the iron ore price has risen 1%, but remains relatively healthy at about US$104 per tonne.

Expert recommends ‘diversified options’

The broad-based rise in commodity values suggests the best type of ASX mining shares to be invested in right now are diversified ones.

On The Bull this week, Jed Richards from Shaw and Partners discussed his sell rating on Rio Tinto Ltd (ASX: RIO) shares.

Rio Tinto is certainly a diversified miner, producing iron ore, copper, aluminium (produced from alumina, which is refined from bauxite), diamonds, industrial minerals such as borates, titanium dioxide, and salt; the critical mineral, scandium; ferrous metallics, and lithium.

However, Rio Tinto remains an ASX 200 iron ore giant.

The company’s revenue remains heavily weighted to iron ore. The core steel ingredient made up just under 43% of Rio Tinto’s segmental revenue and 54% of its earnings before interest, taxes, depreciation, and amortisation (EBITDA) for 1H FY25.

Richards prefers more diversified miners in the current climate, commenting:

This global miner is heavily exposed to iron ore, and the stock is currently trading near elevated levels, in our view.

With limited diversification compared to peers, we prefer BHP Group Ltd (ASX: BHP) for broader resource exposure and stronger long term positioning.

With this in mind, Richards has a sell rating on Rio Tinto shares, suggesting investors cash in on the miner’s 23% gain since 30 June.

Locking in gains and reallocating to more diversified options makes sense in the current environment.

The shares have risen from a closing price of $107.13 on June 30 to trade at $131.70 on November 13.

Latest ratings on diversified ASX mining shares

There are four ASX 200 large-cap diversified mining shares on the ASX.

Here are some of the latest ratings on them.

BHP Group Ltd (ASX: BHP)

The consensus rating among 20 brokers covering BHP shares on the CommSec trading platform is a hold.

Macquarie has a neutral rating on BHP shares with a 12-month target price of $44.

In a recent note, the broker said:

We recently switched preference to RIO (RIO AU/RIO LN; Neutral) from BHP on a better catalyst backdrop into CY26 and the RIO Capital Markets Day (CMD).

Rio Tinto Ltd (ASX: RIO)

The consensus rating among 15 analysts covering Rio Tinto shares on CommSec is a moderate buy.

Macquarie has a neutral rating on Rio Tinto shares with a 12-month target price of $124. 

South32 Ltd (ASX: S32)

The consensus rating among 16 brokers covering South32 shares on CommSec is a moderate buy.

Macquarie has an underperform rating on South32 shares with a target price of $3.20.

On The Bull last week, Dylan Evans from Catapult Wealth revealed a buy rating on South32 shares.

Evans said:

The company’s earnings are volatile, but the commodity mix provides diversification across price cycles. S32’s long life mine assets are high quality and low on the cost curve. Overall, we’re attracted to the company’s commodity mix during the energy transition and electrification.

Mineral Resources Ltd (ASX: MIN)

The consensus rating among 15 analysts covering Mineral Resources shares on CommSec is a hold.

Macquarie has an underperform rating on Mineral Resources shares but raised its price target to $47 earlier this month.

In its latest note, the broker said:

We raise our target price 24% to A$47.00 to reflect Mt Marion and Wodgina equity sell-down and improved near-term earnings outlook.

The post Invested in ASX mining shares? Expert recommends diversity over iron ore concentration appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has positions in BHP Group and South32. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.