Tag: Stock pick

It is fair to say that Megaport Ltd (ASX: MP1) shares have been on fire this year.

Since the start of the year, the cloud infrastructure provider’s shares have risen a massive 70%.

As a comparison, the S&P/ASX 200 Index (ASX: XJO) is down around 1.1% over the same period.

But if you thought the gains were over, think again. That’s because Bell Potter has just initiated coverage on Megaport and believes there’s plenty more upside on offer here for investors.

What is the broker saying?

Bell Potter notes that Megaport provides investors with exposure to the strong growth in inference compute demand. It explains:

Megaport provides one of the few direct exposures on the ASX to a neocloud provider and, in particular, the strong growth in inference compute demand. Even if and when other neocloud providers like Firmus and/or Sharon AI list on the ASX, Megaport provides differentiated exposure as it is building a globally distributed AI inference cloud – which is less capital intensive – rather than building the physical AI factories or data centres themselves.

The broker was also pleased to see that the company is collaborating with Nvidia (NASDAQ: NVDA), which provides better access to in-demand GPUs. It adds:

Last month NVIDIA announced it was “collaborating with a growing ecosystem of Australian NVIDIA Cloud Partners (NCPs) and AI infrastructure partners to expand land, power and shell capacity” and Megaport was named as one of the partners. This collaboration provides numerous advantages – including better access to GPUs and improved ability to sell to AI native companies – and also validates Megaport’s model and its differentiated approach to providing inference compute.

Strong growth

Bell Potter believes the above leaves Megaport well-placed to deliver very strong growth over the coming years.

In fact, it expects EBITDA to grow from $77 million in FY 2026 to $726 million in FY 2028. It explains:

We forecast underlying EBITDA to grow from $77m in FY26 to $329m in FY27 and $726m in FY28. This forecast strong growth is largely underpinned by strategic contracts which are being rolled out this year. Our forecasts are also supported by Megaport saying the annualised EBITDA run-rate will be >$650m once all the strategic contracts are billing. Importantly, all the capex required for the roll out of the strategic contracts is fully funded.

Should you buy Megaport shares?

According to the note, Bell Potter has initiated coverage on Megaport shares with a buy rating and $27.00 price target.

Based on its current share price of $20.25, this implies potential upside of 33% for investors over the next 12 months.

Commenting on its recommendation, Bell Potter said:

We initiate coverage of Megaport with a BUY recommendation and $27.00 target price. The TP is generated through a blend of an EV/EBITDA and DCF valuation where we apply a 10.0x multiple to our underlying FY28 forecast in the former and a 10.1% WACC and 3.5% terminal growth rate in the latter. In our view Megaport looks value trading on an FY28 EV/EBITDA multiple of c.7x when the median multiple of the domestic comps is c.15x (based on FY28 forecasts) and international comps is c.11x (based on 2027 forecasts).

The post Bell Potter just put a buy rating on Megaport shares with 33% upside appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Friday
• Which were the best-performing ASX 200 shares in September?
• How high does Macquarie think Megaport shares will go?
• Megaport shares fly 204% in just 6 months. Can they keep climbing?
• Here are the top 10 ASX 200 shares today

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

ANZ Group Holdings Ltd (ASX: ANZ) shares have climbed higher over the past month, despite headwinds from inflation figures and higher interest rates.

At the time of writing, the ASX bank shares are trading at $38.45. That’s around 3% higher than a month ago, and 6% higher for the year-to-date.

For context, the S&P/ASX 200 Index (ASX: XJO) has fallen 4% over the past month, and is around 0.2% lower for the year-to-date.

ANZ is Australia’s fourth-largest bank by market capitalisation. Its shares have outperformed the other three major banks over the past month and so far in 2026.

It’s also the big-four bank of choice among brokers.

Market Index data shows the experts are split between a buy and hold rating on ANZ shares. But the $36.05 average target price implies a downside of around 6%, after the latest rally.

Brokers have a hold rating on National Australia Bank Ltd (ASX: NAB) shares, but rate Commonwealth Bank of Australia (ASX: CBA) and Westpac Banking Corporation Ltd (ASX: WBC) as a sell or strong sell.

It’s also one of the strongest passive income players.

What passive income does ANZ pay its shareholders?

As one of Australia’s big four major banks, ANZ is generally considered to have stable earnings and predictable cash flow. 

While bank stocks are usually considered cyclical, ANZ’s strong deposit base and diversified portfolio mean it is also relatively defensive in nature.

In mid-August, the bank reported cash profit of $1.9 billion, up 1% compared to the first-half quarterly average. While revenue was flat for the quarter, its net interest margin (NIM) edged up to 1.54% from 1.53%.

As of August, ANZ has achieved 73% of its gross cost-savings target of $800 million for FY26.

The bank’s strong performance enables it to make reliable, regular dividend payments to shareholders. It does this every six months, in July and December. 

It also offers both a dividend reinvestment plan (DRP) and a bonus option plan (BOP) as alternatives to receiving cash dividends on ANZ ordinary shares.

ANZ’s most recent dividend payment was an 83-cent per share interim dividend, franked at 75%, in July. 

The 83-cent dividend is the same payout that investors have received every six months since July 2024. However, the latest payout included an additional 5% franking credit (previously 70% or 65%).

Forecasts show that ANZ is expected to pay an annual dividend of $1.66 in FY26, and the same again in FY27. At the time of writing, that translates to a forward dividend yield of 4.3% for each year.

How many ANZ shares can I get with $10,000?

Using the $38.45 trading price at the time of writing, a $10,000 investment in ANZ shares would buy around 260 shares.

How much passive income can I earn from those shares in FY26 and FY27?

Assuming the bank pays the forecasted $1.66 dividend in FY26 and FY27, those 260 shares could earn around $431.60 in passive income each year.

The post If I invest $10,000 in ANZ shares, what passive income could I receive in FY27? appeared first on The Motley Fool Australia.

More reading

• Are ASX 200 bank stocks a buy in October?
• Commonwealth Bank vs BHP: Which ASX blue chip is the better buy in October?
• 5 leading ASX shares I’d buy and hold until 2040
• Commonwealth Bank vs ANZ: Which is better for passive income?
• Sell alert! Expert calls time on Corporate Travel and CBA shares

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

AGL Energy vs Wesfarmers shares: Which is the better passive income pick?

Everyday investors looking to earn regular passive income from the sharemarket often find themselves tossing up between established dividend payers like AGL Energy Ltd (ASX: AGL) and Wesfarmers Ltd (ASX: WES). Both have long track records, significant positions in the Australian economy, and the kind of brand recognition that brings a feeling of reliability. But when it comes to dividend income, not all blue chips are equal. Here’s how I see the choice between AGL Energy and Wesfarmers shares stacking up now.

The case for AGL Energy

AGL Energy is one of Australia’s oldest energy companies, tracing its history back to Sydney’s first gas lamps. Today it’s a key player in both the wholesale and retail gas and electricity markets, with operations spanning coal and gas generation as well as renewables like wind and hydro. According to its most recent company profile, AGL scrapped a planned demerger in 2022 after strong investor pushback—keeping its business unified at a time of big change for Australian energy.

Looking at the numbers, a few things stand out:

• Dividend yield is a chunky 6.16%, fully franked, which is among the highest for large ASX shares.
• The price-to-earnings (P/E) ratio sits at just 7.24, making it look relatively undemanding compared to many other blue chips.
• Market cap is $5.42 billion—small relative to Wesfarmers, but still substantial.

Recent dividends have returned to being fully franked after a run of unfranked payouts in 2023 and 2024, which is good news for investors seeking the full tax-effective benefits. However, the company’s year-to-date (YTD) return is down -7.4%, showing share price headwinds—possibly reflecting market caution around energy sector risks and transition costs.

The case for Wesfarmers

Wesfarmers is a true ASX giant, with an $84.37 billion market cap. It’s best known for owning everyday retail brands like Bunnings, Kmart, Officeworks, and Priceline, but also has interests in chemicals, fertilisers, and energy. After picking up Australian Pharmaceutical Industries, Wesfarmers now has a presence in the pharmacy sector too. Its scale and diversity make it a bedrock of many Aussie portfolios.

A few key fundamentals catch the eye:

• Dividend yield is 3.02%, fully franked, with a long history of consistent payouts (including occasional specials).
• The P/E ratio is 29.04—much higher than AGL’s.
• Earnings per share (EPS) is 2.534, significantly ahead of AGL’s 1.122.

What stands out is the stability and reliability of Wesfarmers’ dividends, as seen in its lengthy dividend record, and its presence in several consumer and industrial sectors. But with shares down -6.5% YTD, it’s faced its own share of market volatility lately.

Valuation comparison

With both companies offering fully franked dividends and a long-listed history, the core differences come down to yield, valuation, and market cap.

Notably, AGL Energy sports a much lower P/E ratio than Wesfarmers. But sector differences matter—energy utility shares usually trade on lower multiples than diversified industrials like Wesfarmers. The dividend yield is double at AGL compared to Wesfarmers, which could appeal more to pure income seekers.

Recent share price performance

Comparing share price action up to 29 September:

• AGL Energy closed at $8.06, slightly down for the day and negative over the year with a -7.4% YTD return.
• Wesfarmers ended at $74.35, up 1.03% on the day, but still down -6.5% YTD.

So both shares are underwater year to date as of this date, reflecting broader weakness in their sectors or the market. Neither has displayed obvious positive momentum in 2026 to date.

Which is the better buy?

If my primary aim is regular passive income, I’m leaning toward AGL Energy at current prices. Its 6.16% fully franked yield is over double Wesfarmers’, and the low P/E suggests the market isn’t pricing in much optimism—which can sometimes mean upside if conditions improve. The recent return to fully franked dividends is a nice bonus for Australian income investors, especially given the substantial payout in relation to its share price.

Wesfarmers is a higher quality, more diversified business, no question—it’s likely more resilient, with a much larger market cap and exposure to essential consumer sectors. But with its share price still carrying a high P/E and a yield around 3%, in strict income terms, I’d pick AGL for now.

Of course, both have risk factors: AGL operates in a volatile, transitioning energy sector, while Wesfarmers’ premium multiples mean less margin for error if earnings disappoint. But for investors chasing the biggest stream of franked dividends right now, my pick would be AGL Energy.

The post AGL Energy vs Wesfarmers: Which share delivers better passive income? appeared first on The Motley Fool Australia.

More reading

• How much could the Wesfarmers share price rise in the next year?
• How many Wesfarmers shares do I need to buy for $8,000 of passive income?
• Where I’d invest in ASX shares after the recent RBA rate rise
• How much is needed in superannuation to target a $10,000 monthly passive income?
• 2 strong Australian stocks to buy now with $9,000

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 Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

It was a calamitous and brutal day for the S&P/ASX 200 Index (ASX: XJO) and many ASX shares this Thursday. After what had been a relatively pleasant week thus far, investors lost confidence today, and fast.

The ASX 200 opened deep in red territory, and just kept on falling. By the time the markets closed, the index had shed a nasty 1.99% and was left at just 8,614.4 points.

This awful day for the Australian markets came after a more nuanced night up on the US exchanges.

The Dow Jones Industrial Average Index (DJX: .DJI) was also hit hard last night, dropping 0.86%.

However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) went the other way, recording a rise of 0.24%.

But let’s grit our teeth and get back to ASX shares now for a post-mortem of how the various ASX sectors coped with this Thursday’s tough trading conditions.

Winners and losers

No corners of the market were safe from today’s selling.

The best place to be was in tech shares. The S&P/ASX 200 Information Technology Index (ASX: XIJ) was relatively unscathed, ‘only’ slipping by 0.62%.

Communications stocks fared decently (at least by comparison) too, with the S&P/ASX 200 Communication Services Index (ASX: XTJ) sliding 0.85%.

Utilities shares came next. The S&P/ASX 200 Utilities Index (ASX: XUJ) dipped 0.91% today.

Consumer discretionary stocks suffered triple-digit losses, illustrated by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)’s 1.18% dive.

Industrial shares saw stepped-up selling pressure, though. The S&P/ASX 200 Industrials Index (ASX: XNJ) sank a horrid 1.75% this session.

Mining stocks were worse again, with the S&P/ASX 200 Materials Index (ASX: XMJ) retreating 1.88%.

Gold shares were no safe haven. The All Ordinaries Gold Index (ASX: XGD) was sent home 2.09% lighter.

Financial stocks found themselves in a similar boat, as you can tell by the S&P/ASX 200 Financials Index (ASX: XFJ)’s 2.13% slump.

Healthcare shares didn’t exactly live up to their name this Thursday. The S&P/ASX 200 Healthcare Index (ASX: XHJ) ended up sinking 2.49%.

Real estate investment trusts (REITs) reversed the goodwill we saw yesterday, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) receiving a 2.51% cut.

Consumer staples stocks did not hold their value. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) crateted a nasty 2.55% by the closing bell.

Finally, energy shares took the brunt of the selling this session, evidenced by the S&P/ASX 200 Energy Index (ASX: XEJ)’s 3.03% plunge.

Top 10 ASX 200 shares countdown

Coming out on top of quite an uncompetitive field today was data company Data #3 Ltd (ASX: DTL). Data#3 shares rocketed 13.68% higher this session to close at $12.63 each.

This massive surge was prompted by a well-received trading update this afternoon.

Here’s how the other top ASX stocks tied up at the dock:

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• Why is the ASX down 176 points today?
• Which were the best-performing ASX 200 shares in September?
• Codan vs Xero: Which ASX tech stock is the better buy in October?
• Should I buy DroneShield shares after its big US news?
• 5 things to watch on the ASX 200 on Thursday

Motley Fool contributor Sebastian Bowen 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 DroneShield, Hub24, and Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Data#3 and Hub24. 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) shares are heavily in the red on Thursday.

The benchmark index tumbled 2% or 176 points to an intraday low of 8,613.2 points – a four-month low.

Every one of the 11 market sectors are in the red today.

ASX 200 energy shares are the most significant drag on the bourse today, down 3.1%, amid continually falling oil prices this week.

The Woodside Energy Group Ltd (ASX: WDS) share price is down 3.1% to $30.88.

The Santos Ltd (ASX: STO) share price is down 2.6% to $8.40.

Ampol Ltd (ASX: ALD) shares are down 2.5% to $43.01.

The Brent Crude oil price has fallen another 1% to US$97.12 per barrel today.

The oil price has fallen 8.9% over the past week as oil shipments out of the Middle East increase to near pre-war levels, according to analysts at Trading Economics.

Saudi Arabia has now restored half the capacity of its East-West pipeline, which had been allowing it to bypass the Strait of Hormuz and ship oil out via the Red Sea until a drone strike last month shut it down.

The analysts said the market “remain cautious about the durability of the recovery without a lasting agreement to end the Iran war…”

Meanwhile, an Iranian official said the US had submitted a new proposal to re-open the Strait of Hormuz.

ASX 200 real estate shares are also deeply in the red today, down 2.9%, amid ongoing concern that another interest rate rise may be on the cards either in 2Q or 3Q FY27.

The Goodman Group (ASX: GMG) share price is down 2.5% to $26.51.

The Scentre Group (ASX: SCG) share price is down 3% to $3.40.

The Stockland Corporation Ltd (ASX: SGP) share price is down 3.6% to $4.16.

The Reserve Bank of Australia (RBA) increased the cash rate by 0.25% to a 15-year high of 4.6% on Tuesday due to persistently high inflation.

Data released yesterday showed annual trimmed mean inflation remained at 3.6% for August.

This made experts adjust their expectations for the next rate hike to come in February or March next year, rather than next month, as initially speculated.

Then today, the RBA called on financial institutions to strengthen their crisis plans.

In its monthly Financial Stability Review, the RBA said:

The Review finds that Australia’s financial system has a good degree of resilience, but global and operational vulnerabilities continue to mount and reinforce the need for financial institutions to strengthen their ability to withstand shocks.

The RBA highlighted elevated geopolitical threats, growing vulnerabilities in financial markets, advances in artificial intelligence, and critical service provider disruptions.

In this environment, it is important that financial institutions continue to build resilience to financial, operational and geopolitical shocks and that crisis preparedness plans are strengthened.

The post Why is the ASX down 176 points today? appeared first on The Motley Fool Australia.

More reading

• Which were the best-performing ASX 200 shares in September?
• 5 things to watch on the ASX 200 on Thursday
• Here are the top 10 ASX 200 shares today
• Why has the ASX 200 jumped to its highest level in 3 weeks?
• 5 things to watch on the ASX 200 on Wednesday

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

Regis Resources vs Fortescue shares

Gold and iron ore are at the heart of Australia’s resources sector, and Regis Resources Ltd (ASX: RRL) and Fortescue Ltd (ASX: FMG) represent two of the biggest homegrown names in these fields. If you’re weighing up Regis Resources vs Fortescue shares for your next portfolio move, you’ll want to compare more than just their size or sector – think dividends, valuation, recent momentum, and the unique opportunities and risks behind each miner.

The case for Regis Resources

Regis Resources is an established gold producer and explorer, operating mainly in Western Australia. Its key assets are the wholly owned Duketon Gold Project and a significant stake in the Tropicana Gold Mine, plus the McPhillamys Gold Project in NSW (which currently faces some major hurdles due to heritage protections). The company has shown a willingness to adapt and move on from challenged projects, recently writing down McPhillamys and shifting its focus.

A few stand-out fundamentals for Regis Resources:

• Attractive Valuation: Its P/E ratio sits at 7.92, which is considerably lower than many large miners, signalling the market prices in either risks or perhaps opportunity.
• Consistent, Fully Franked Dividends: Regis offers a 4.03% yield, entirely franked. Its dividends have been stable, with special and ordinary payments in the past year.
• Resilient Profitability: Earnings per share (EPS) is 0.939, suggesting sound profitability for a mid-cap gold miner.

All this, plus a modest market cap of $5.68 billion, positions Regis as an appealing option for those chasing value and income in the gold space.

The case for Fortescue

Fortescue is a giant in the iron ore world, ranked just behind BHP Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO) globally. Its operations are sprawling: huge mines in the Pilbara, extensive port and rail infrastructure, and a history of scale-driven efficiencies. Fortescue’s sheer size – a $50.09 billion market cap – means its actions reverberate across the industry.

Fortescue’s notable strengths include:

• Market-Leading Dividend Yield: A 6.64% fully franked dividend yield is not just generous – it’s among the highest on the ASX, and has been supported by consistently large payouts year after year.
• Massive Scale and Infrastructure: Its scale brings resilience and bargaining power with customers, suppliers, and regulators.
• Strong Cash Generation: An EPS of 0.931 supports ongoing dividends and reinvestment.

Despite recent share price weakness – a common challenge in iron ore during rougher patches for commodity prices – Fortescue remains a blue-chip, income-stock favourite for many Australians.

Valuation comparison

Here’s how the key numbers line up:

Note: Fortescue’s higher P/E ratio compared to Regis Resources may reflect its larger, more diversified operations or investor confidence in sustainable dividends. The strong dividend yields in both cases are fully franked, but Fortescue’s is notably higher. Both show healthy earnings per share, but since their P/E ratios are quite different despite similar EPS, this simply reflects the difference in share price and market valuation.

Recent share price performance

Comparing recent share price action up to 29 September 2026:

• Regis Resources: Closed at $7.48 on 29 Sep 2026, up 0.54% on the day. Over the past month, Regis shares have been broadly flat-to-positive, with a 3.18% year-to-date return.
• Fortescue: Closed at $16.27 on 29 Sep 2026, edging up 0.06% that session. However, the year-to-date return is negative at -21.2%, reflecting a challenging year for the iron ore sector or perhaps company-specific pressures.

Which is the better buy?

Weighing Regis Resources against Fortescue isn’t just a matter of gold versus iron ore; it’s really about value, income, and recent fortunes. Regis offers a much lower P/E, respectable 4.03% fully franked yield, and some share price resilience so far this year. Fortescue’s income stream is massive – a 6.64% fully franked yield – but this comes as the share price has dropped more than 21% year to date.

For me, while Fortescue’s dividend is mouth-watering, I’d lean toward Regis Resources right now. It looks undervalued on a P/E basis relative to its own earnings, has shown price resilience, and still offers a fully franked yield well above the market average. Fortescue remains a titan, but its price momentum is firmly against it for now and iron ore’s cyclical risks are tough to ignore. If I had to make a one-stock call between these two today, my pick would be Regis Resources for its balance of value and stability.

The post Regis Resources vs Fortescue: Which ASX miner is the better buy? appeared first on The Motley Fool Australia.

More reading

• Commonwealth Bank vs BHP: Which ASX blue chip is the better buy in October?
• If I invest $10,000 in Fortescue shares, how much passive income could I earn in FY27?
• 7 ASX mining shares with 11% to 158% upside ahead: experts
• Buy, hold, sell: Fortescue, Westpac, CSL shares
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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

S&P/ASX 200 Index (ASX: XJO) shares are deeply in the red, down 1.9% to 8,621.6 points on Thursday.

Amid ongoing market weakness, here are three fresh buy, hold, and sell calls from the experts.

Deep Yellow Ltd (ASX: DYL)

The Deep Yellow share price is $1.15, down 2.1% today and down 42% over 12 months. 

Morgans has a speculative buy call on this ASX 200 uranium share. 

The broker said: 

FID deferral looks increasingly justified — The decision to defer Tumas has coincided with a ~20% increase in long-term uranium prices and a more favourable contracting environment, strengthening the economics of project development.

Tumas is increasingly de-risked ahead of 4Q26 FID — Detailed engineering is nearing 80% completion, bulk earthworks are complete, key infrastructure agreements are in place, and financing work continues to advance.

A rare long-life uranium asset — With a 118.2Mlb U3O8 Mineral Resource, targeted production of 3.6Mlbpa and a mine life exceeding 30 years, Tumas has the potential to become a globally significant uranium operation.

Telstra Group Ltd (ASX: TLS)

The Telstra share price is $4.82, down 0.3% today and down 0.7% over 12 months. 

John Athanasiou from Red Leaf Securities has a hold rating on this ASX 200 telco share. 

On The Bull this week, Athanasiou said: 

Telstra provides relatively defensive earnings and reliable cash flow during what has been a volatile period for equity markets.

The mobile division remains the key earnings driver, while infrastructure assets add stability. However, expectations are already reflected in the share price, and recent network service concerns create reputational risk.

Hold for income rather than substantial near term capital growth.

SGH Ltd (ASX: SGH)

The SGH share price is $37.11, down 1.1% today and down 25% over 12 months. 

Mark Gardner from MPC Markets has a sell rating on this ASX 200 industrials share. 

Gardner explained: 

This diversified company has businesses across industrial services, energy and media. It owns integrated construction materials business Boral and equipment hire business Coates. WesTrac is the sole authorised Caterpillar dealer in Western Australia, New South Wales and the Australian Capital Territory.

Group earnings before interest and tax of $1.554 billion in full year 2026 were up just 1 per cent on the prior corresponding period. Underlying net profit after tax of $920 million was broadly flat.

SGH is exposed to the Australian construction sector, which is experiencing increasing insolvencies.

SGH shares have fallen from $46.34 on August 10 to trade at $36.73 on September 24.

Investors may want to consider cashing in some gains.

SGH expects to deliver flat to low single digit EBIT growth in full year 2027.

The post Buy, hold, sell: Deep Yellow, SGH, Telstra shares appeared first on The Motley Fool Australia.

More reading

• With $2.4 billion in FY26 profits, are Telstra shares a good buy today?
• 2 ASX blue-chip shares offering big dividend yields
• Where I’d invest in ASX shares after the recent RBA rate rise
• How much is needed in superannuation for $1500 in weekly passive income?
• Where to invest $20,000 in ASX dividend shares for passive income

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

Betashares has announced its next lot of distributions (dividends) for its ASX exchange-traded funds (ETFs).

The ex-dividend date is today.

Investors will receive their dividends on 16 October.

Betashares ETF dividends

Here are the final distribution amounts for Betashares ETFs.

The Betashares Australia 200 ETF (ASX: A200) will pay 167 cents per unit. 

Betashares Ethical Diversified Balanced ETF (ASX: DBBF) will pay 15.6 cents per unit.

The Betashares Ethical Diversified Growth ETF (ASX: DGGF) will pay 10.3 cents per unit.

Betashares Diversified All Growth ETF (ASX: DHHF) will pay 19.6 cents per unit.

Betashares Diversified Balanced ETF (ASX: DVBA) will pay 14.6 cents per unit. 

Betashares Diversified Growth ETF (ASX: DVGR) will pay 14.3 cents per unit. 

Betashares Diversified High Growth ETF (ASX: DVHG) will pay 12.3 cents per unit.

Betashares Ethical Diversified High Growth ETF (ASX: DZZF) will pay 4.6 cents per unit.

Betashares Global Green Bond Currency Hedged ETF (ASX: GBND) will pay 23.1 cents per unit.

Betashares US Treasury Bond 20+ Year Currency Hedged ETF (ASX: GGOV) will pay 15 cents per unit.

Betashares S&P Global High Dividend Aristocrats ETF (ASX: INCM) will pay 15.1 cents per unit.

Betashares FTSE Global Infrastructure Shares Currency Hedged ETF (ASX: TOLL) will pay 21.3 cents per unit.

Betashares U.S. Treasury Bond 7-10 Year Currency Hedged ETF (ASX: US10) will pay 53.6 cents per unit.

Betashares Inflation-Protected U.S. Treasury Bond Currency Hedged ETF (ASX: UTIP) will pay 27.8 cents per unit.

Betashares Global Aggregate Bond Currency Hedged ETF (ASX: WBND) will pay 57.2 cents per unit.

View final distributions for Betashares ETFs that pay monthly dividends here.

Want to reinvest your dividends?

A distribution reinvestment plan (DRP) is available for Betashares ETFs.

Betashares’ registrar, MUFG Corporate Markets, must receive your DRP election by 5pm AEDT on Monday, 5 October.

The DRP prices for each ETF will be announced later today.

Own other ASX ETFs?

Vanguard has also announced its next lot of dividends for Vanguard Australian Shares Index ETF (ASX: VAS) and other ETFs.

The ex-dividend date for Vanguard distributions is today.

Vanguard will pay investors on 16 October.

BlackRock has also announced the next distributions for iShares S&P 500 ETF (ASX: IVV) and other ETFs in its stable.

Those ETFs have already gone ex-dividend.

BlackRock will pay its ETF investors on 9 October.

Global X has also announced its next dividend payments.

The ex-dividend date is tomorrow.

The post Own Betashares ASX ETFs? Here’s your next dividend appeared first on The Motley Fool Australia.

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• 3 reasons why the Vanguard Australian Shares Index ETF (VAS) is a solid buy
• How much is needed in superannuation to target a $10,000 monthly passive income?
• Own US ETFs like IVV or NDQ? Here’s why your dividends are so low
• 10 top ASX ETFs to watch in 2027
• How many VAS ETF shares do I need to buy for $10,000 per year of passive income?

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

Lynas Rare Earths Ltd (ASX: LYC) shares are down around 6% in Thursday lunchtime trade, to $13.04 a piece.

Today’s slump means the shares have now fallen 16% over the past month, but they’re still around 7% higher for the year-to-date.

It’s been a rocky start to the year for the ASX rare earths miner. Geopolitical volatility, higher costs, and investors taking their gains off the table after a strong rally earlier this year have all acted as strong headwinds for the Lynas Rare Earths share price.

The miner’s FY26 results announcement in late-August hasn’t helped sentiment either. 

The company posted a record FY26 profit and revenue, as company growth continues to ramp up. It reported a 76% increase in revenue and a 282% increase in EBITDA. Lynas Rare Earths also confirmed it is focused on ramping up new assets in FY27 and growing its global presence.

But the miner’s $222.4 million net profit was a miss versus analysts expectations of around $242.5 million. And it raised red flags about costs going forward.

Why are the shares falling again today?

Ahead of the ASX open this morning, Lynas Rare Earths announced plans to acquire all shares in Meteoric Resources Ltd (ASX: MEI) via an all-scrip deal, valued at approximately A$968 million.

Meteoric shareholders will receive 0.0207 new Lynas shares per Meteoric share held, while Lynas Rare Earths boosts its resource base, including the largest ionic clay rare earth resource outside China.

As part of the announcement, the company also flagged that it is moving forward with plans to diversify its resource base, expanding its global footprint and enhancing supply of critical minerals at a time of robust demand. 

The company said that investors should watch for further announcements as the deal moves through regulatory and shareholder processes into early 2027.

Again, it looks like investors are spooked about the execution risk surrounding the deal, and many are offloading their shares.

Are Lynas Rare Earths a buy, sell or hold now?

It looks like analysts are more excited by the ASX mining company’s potential than the company’s shareholders.

Market Index data show they expect Lynas’ shares to jump again this year. The majority of brokers have a strong buy rating on the miner’s shares, and the $19.56 average target price implies a potential 50% upside, at the time of writing. 

Sentiment is similar on TradingView. The majority (11 out of 16) of analysts have a buy/strong buy rating on the shares. The $18.71 average target price implies an upside of around 44%. Whereas, the more bullish of the bunch think Lynas Rare Earths shares could climb 77% higher to $23 over the next 12 months, at the time of writing.

The post Why are Lynas Rare Earths shares crashing 6% today? appeared first on The Motley Fool Australia.

More reading

• Which junior ASX mining stock has surged 50% on big news?
• Lynas to acquire Meteoric Resources in major rare earths deal
• Lynas Rare Earths vs Mineral Resources: Which ASX mining stock shines?
• Buy, hold, sell: BOQ, Harvey Norman, Lynas shares
• Brokers tip these 3 ASX shares to climb between 50% and 122% in the next 12 months

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 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.

RBC Capital Markets has just started covering Chrysos Corporation Ltd (ASX: C79), and its analysts believe the innovative gold assay technology company is undervalued.

The broker has issued a new research note on Chrysos, with a bullish share price target, which I’ll get to shortly.

First, let’s look into what they’re saying about the company.  

Innovative assay technology

Chrysos has developed a technique to analyse mining samples, which RBC says is displacing existing “centuries old” techniques because it is faster and cleaner, with similar pricing.

The company also has an innovative business model, leasing its machines to customers, which provides a recurring revenue stream.

RBC estimates that Chrysos has to date only penetrated about 10% of its total addressable market in the gold sector, providing it with a substantial growth pathway.

The broker said in its report:

Chrysos’s PhotonAssay technology is a demonstrably superior alternative to the centuries-old fire assay method that is non discretionary for every gold miner globally. The growth runway is long and visible, underpinned by an expanding contracted pipeline across 23 countries and endorsements from the world’s largest miners including Barrick, Newmont, and Gold Fields. The majority of the machines are with independent labs, including several of the world’s largest (ALS, Bureau Veritas, Intertek, MSALABS and SGS), with an increasing number deployed on-site at major mines.

Chrysos, RBC said, was charging its customers a minimum monthly amount, with volume-linked upside.

Each machine costs about $4m to produce and install, and generates about $2 million in annual revenue per year.

RBC said they estimated that over a 20 year life, each unit would produce $40 million in revenue.

The broker added that the company did not have any credible competition.

There are no known competing or copycat technologies in the market today. The most credible long-term threats would likely originate from large instrument manufacturers, Chinese state-linked science/industrial companies, or the incumbent lab giants themselves. That said, we believe Chrysos’s pace of deployment and deepening customer entrenchment make that window harder to exploit with each passing year. Other factors working in Chrysos’ favour are: actively defended patent portfolio; highly specialised components; four major global lab companies are already aligned with Chrysos; and development of next gen units and solution analysis extensions continue to widen the technology gap.

RBC said the company was fast-growing and highly-profitable, but free cash flow would remain negative for the next five years due to capital expenditure for new units.

Shares looking cheap

RBC has a price target of $9.25 on the company, which is 36% higher than the current level of $6.80.

Chrysos is valued at $776.3 million.

The post This ASX gold technology company could rise by more than a third, RBC Capital Markets says appeared first on The Motley Fool Australia.

More reading

• Why are Lynas Rare Earths shares crashing 6% today?
• How much further will house prices fall, according to AMP’s chief economist?
• Which were the best-performing ASX 200 shares in September?
• Which junior ASX mining stock has surged 50% on big news?
• Should I buy WiseTech Global shares in October?

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