Tag: Stock pick

Accent Group Ltd (ASX: AX1) shares tumbled more than 15% last Friday following the company’s trading update.

Accent Group is a footwear and clothing retailer, wholesaler, and distributor.

It owns and operates over 800 retail stores across Australia and New Zealand, and has exclusive distribution rights for an extensive portfolio of original and international brands.

The company has now seen its share price fall more than 50% year to date, including last week’s selloff. 

Accent Group shares closed last week trading at $1.02 each. 

The Motley Fool’s James Mickleboro reported last Friday that the company expects its first-half earnings before interest and tax (EBIT) to be in the range of $55 million to $60 million. 

This is down sharply from $80.7 million in the first half of FY 2025.

Looking ahead, management is guiding to full-year EBIT in the range of $85 million to $95 million. This will be down from $110.2 million in FY 2025.

Following the fall, Morgans provided fresh analysis on the footwear retailer, which included a hold recommendation and a reduced target price. 

Here’s what the broker had to say. 

Weak sales trading update

Morgans said in Friday’s note that the company provided a weak sales trading update for the first 20 weeks of FY26. The company pointed to persistent and challenging retail trading conditions, as well as continued heavy promotional activity, which is impacting margins. 

As a result, Accent Group significantly downgraded its FY26 guidance, now expecting EBIT of between $85m and $95m, representing a 14% to 23% year-over-year decline (compared to the previous guidance of high single-digit growth). 

We have lowered our earnings forecasts in line with the bottom end of updated guidance range. We have lowered our EBIT by 27% and 24% in FY26/27 respectively.

Accent Group share price target reduced

Based on this guidance, Morgans has moved its recommendation to a hold, citing ongoing challenging trading conditions and earnings volatility. 

The broker now has a $1.10 price target (previously $1.65) on Accent Group shares. 

From Friday’s closing price of $1.02, this indicates a modest upside of 7.8%. 

The post What’s Morgans’ view on Accent Group shares after Friday’s sell off? appeared first on The Motley Fool Australia.

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

While some ASX ETFs track international stocks and indexes, there are many that solely include Australian holdings. 

Despite last week’s broad sell-off, there remain many ASX-focused ETFs that have brought big returns this year.

As the calendar year nears its end, let’s look at the sectors or strategies that have paid off in 2025. 

VanEck Australian Resources ETF (ASX: MVR)

Australian resources have returned to form in 2025. 

MVR gives investors exposure to a diversified portfolio of ASX-listed resources companies. 

At the time of writing, the ASX ETF has 31 underlying holdings.

This includes blue-chip companies like BHP Group Ltd (ASX: BHP), Rio Tinto Ltd (ASX: RIO), and Woodside Petroleum Ltd (ASX: WDS). 

This fund’s exposure to gold shares has also influenced its strong performance. 

Since the start of the year, it has risen 28.5%. 

BetaShares Australian Small Companies Select Fund (ASX: SMLL)

This ASX ETF offers a portfolio of ASX-listed companies that are generally within the 91-350 largest by free float market capitalisation. 

SMLL’s index uses screens that aim to identify companies with positive earnings and a strong ability to service debt. 

Relative valuation metrics, price momentum, and liquidity are also evaluated as part of the selection process.

At the time of writing, it comprises 66 holdings, with no individual company accounting for more than 5.1%. 

Its largest exposure by sector is to: 

• Materials (27.2%)
• Consumer discretionary (25.1%)
• Industrials (12.7%)

This ASX ETF is up 25.6% year to date. 

VanEck Vectors Australian Property ETF (ASX: MVA)

Real estate stocks and REITs have broadly performed well this year as the Australian property market has continued to grow. 

Exposure to these kinds of holdings can be a foot in the door for investors looking for exposure to the sector, without having the cash to buy physical brick-and-mortar properties. 

The MVA ETF gives investors exposure to a diversified portfolio of Australian REITs.

MVA holds a minimum of 10 Australian REITs, with a maximum weighting of 10% for each REIT.  

At the time of writing, the fund has 13 holdings, with exposure ranging from 3%-10%. 

The fund has risen 15% year to date. 

It also offers a 4% yield.

The post Which Aussie-focused ASX ETFs have performed the best in 2025 appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has positions in BHP 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

As we head into December, many investors are likely to be wondering where to put fresh capital.

With global growth wobbling and sentiment moving around daily, sometimes the smartest move is also the simplest: stick with high-quality exchange traded funds (ETFs) that provide diversification, resilience, and long-term growth potential.

But which funds?

Listed below are five ASX ETFs that could be worthy of a spot in your portfolio next month:

BetaShares Australian Quality ETF (ASX: AQLT)

The BetaShares Australian Quality ETF focuses on some of Australia’s strongest, most efficient shares. These are the ones that consistently generate high returns on equity, boast solid balance sheets, and demonstrate enduring competitive advantages. Its portfolio features names such as CSL Ltd (ASX: CSL), Woolworths Group Ltd (ASX: WOW), Wesfarmers Ltd (ASX: WES), and Cochlear Ltd (ASX: COH). These businesses tend to hold up better during volatile periods and compound steadily over time. This fund was recently recommended by analysts at Betashares.

BetaShares Global Cybersecurity ETF (ASX: HACK)

Spending on digital protection is rising every year as cyberattacks become more frequent and more sophisticated. The BetaShares Global Cybersecurity ETF provides investors with exposure to world-leading cybersecurity firms, including CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT). These are businesses at the heart of critical technologies such as cloud security, AI-driven detection, and network protection. For investors seeking structural growth themes, this fund is arguably one of the most compelling ETFs on the ASX.

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF is a big favourite among long-term investors for a reason. It provides instant access to the 500 largest stocks in the United States, including global leaders such as Apple (NASDAQ: AAPL), Nvidia (NASDAQ: NVDA), and Meta Platforms (NASDAQ: META). The S&P 500 index has compounded wealth at a strong average rate for decades despite wars, recessions, inflation cycles, and market shocks. For investors who want a simple, reliable engine for long-term growth, this fund is hard to beat.

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

The Betashares Global Robotics & Artificial Intelligence ETF provides access to automation, AI, machine learning, and next-generation robotics. These are industries that are expected to expand rapidly through the 2030s. The fund holds major innovators including Nvidia (NASDAQ: NVDA), ABB (SWX: ABBN), and Fanuc (TYO: 6954). These companies sit at the centre of one of the most powerful megatrends of the decade. This fund was also recommended recently by analysts at Betashares.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

Finally, the Vanguard MSCI Index International Shares ETF provides broad global diversification across more than 1,200 leading stocks across developed markets outside Australia. Its portfolio includes global giants such as Nestlé (SWX: NESN), Eli Lilly (NYSE: LLY), and Toyota (TYO: 7203). With Australia representing only a tiny slice of global equities, this fund helps investors tap into a far wider range of industries and economies, reducing portfolio risk while enhancing long-term return potential.

The post 5 excellent ASX ETFs to buy in December appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL, Cochlear, and Woolworths Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Apple, BetaShares Global Cybersecurity ETF, CSL, Cochlear, CrowdStrike, Fortinet, Meta Platforms, Nvidia, Wesfarmers, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Fanuc, Nestlé, and Palo Alto Networks. The Motley Fool Australia has positions in and has recommended Woolworths Group. The Motley Fool Australia has recommended Apple, CSL, Cochlear, CrowdStrike, Meta Platforms, Nvidia, Vanguard Msci Index International Shares ETF, Wesfarmers, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX mining share Mineral Resources Ltd (ASX: MIN) has delivered incredible performance. It has risen 45% in the past year, significantly outperforming the ASX share market. In the past 12 months, the S&P/ASX 200 Index (ASX: XJO) is virtually flat.

Mineral Resources is involved in multiple areas of the mining industry, including mining services, lithium mining, and iron ore mining.

After going through significant volatility over the last two years, the company’s valuation is now recovering strongly, as the chart below shows.

With the Mineral Resources share price on a good trajectory, it’s good to ask whether it can continue climbing.

Is this a good time to invest in Mineral Resources shares?

The company recently held its annual general meeting (AGM), which gives investors the chance to hear from management and decide if they like the company’s plans.

Broker UBS said that the AGM provided confidence in the strategy and capital allocation framework.

UBS noted that the business now has a $1 billion liquidity buffer, which has increased from $400 million. The business will have at least $400 million of cash at all times to protect the company from commodity price volatility while enabling capacity for countercyclical opportunities.

The broker pointed out that the company’s debt leverage target has been revised to a net debt metric, rather than a gross debt measure previously, aligning with industry standards and not punishing the business for holding cash, especially considering the liquidity buffer. The ratio is now 2x net debt to EBITDA.

Mineral Resources has also tweaked its dividend policy for owners of Mineral Resources shares. The dividend payout ratio will be up to 50% of underlying net profit after tax (NPAT), though dividends will only be paid if liquidity and leverage thresholds are met, or if there is a clear line of sight to meeting them within 12 to 18 months.

UBS forecasts that net debt leverage will be comfortably less than 2 times by December 2026. The broker wonders whether dividends could resume in the 2026 results.

UBS also notes that with Mineral Resources’ growth capital, it must satisfy a threshold of a 20% return on invested capital (ROIC) after tax.

The broker is confident the ASX mining share will continue to implement the external governance reviews’ reforms.

Investment rating on the ASX mining share

UBS has a neutral rating on Mineral Resources shares, with a price target of $52.60. That’s where the broker thinks the share price will be in 12 months from now. Therefore, the broker is suggesting the Mineral Resources share price could rise by more than 7%.

At this stage, the broker is not forecasting that a dividend will be paid in FY26.  

The post Mineral Resources shares: After a year of outperformance (up 45%), is it still a buy? appeared first on The Motley Fool Australia.

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

ASX tech stock Catapult Group International (ASX: CAT) has rarely delivered a dull moment for investors. The share price of the sports-technology group has been as unpredictable as the sports it helps measure.

Catapult’s share price was up more than 110% at one point this year, then sliding 35% over the past month before bouncing back at the end of last week, finishing with a 4.4% gain at $4.51.

Expansion in elite leagues

The sharp moves reflect both the promise and growing pains of a company still trying to turn global adoption into consistent commercial momentum. This Melbourne-based ASX tech stock is best known for its wearable GPS performance trackers and analytics platforms used by elite teams worldwide.

Behind the volatile share is a business that is quietly gaining traction. It has been steadily expanding its footprint across the US, Europe, and major professional leagues, including the NBA, Premier League, and top rugby competitions. Catapult has reached a level of global market penetration that few Australian firms in the tech sector have achieved.

In its latest half-year results update Catapult reported annualised contract value of US$115.8 million, a 19% lift compared to the year before. The average contract value per team also continues to rise, and the company reports that customers now typically stay with Catapult for nearly 8 years.  

Soccer scouting and analysis

Catapult is also expanding strategically. The sports tech company snapped up Perch, a specialist business in strength-training technology, and last month took over Impect GmbH, a German analytics provider focused on elite soccer scouting and analysis.

The acquisitions align well with Catapult’s long-term vision of becoming the global platform of choice for professional sports teams. They strengthen the product portfolio of the ASX tech stock and deepen its data capabilities. These are key advantages as top sports teams continue to invest more in performance tracking and match intelligence.

Prior expansion mishaps

The market wasn’t too impressed, especially not with the acquisition of the German company Impect. Investors clearly balked at the dilution from the capital raise and the hefty price tag, especially with prior expansion mishaps still fresh in their minds.

Analysts are cautiously optimistic. Most see the ASX tech stock as a genuine global contender, underpinned by sticky recurring revenue, high-profile clients and growing demand for data-driven performance tools.

However, they warn that execution risks remain. Catapult must translate scale into profitability more consistently and continue to sharpen its cost base. Brokers also closely watch the integration of acquisitions like Impect.

What is the upside?

The dominant broker view is ‘buy’, with an average target price of $7.97. Bell Potter recently retained its buy rating on the ASX 200 tech stock, but reduced the price target to $6.50, from $7.50. Based on its current share price, this implies potential upside of approximately 44% for investors between now and this time next year.

Commenting on its buy recommendation, Bell Potter said:

We continue to see strong double digit growth in the core business and believe this will be augmented by the cross-sell opportunity from the IMPECT acquisition as well as potential expansion into other sports.

The post Is this ASX tech stock ready to be the next global success story? 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 Catapult Sports. The Motley Fool Australia has positions in and has recommended Catapult Sports. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Not every promising business on the ASX sits inside the top 50 or receives daily media attention. Sometimes, value emerges in places where fewer eyes are looking. Tuas Ltd (ASX: TUA), the Singapore-based telecommunications provider spun out of the TPG–Vodafone merger in 2020, is one of those under-discussed names quietly growing into something far more substantial than when it first listed.

While the share price has performed well over the past 5 years, the business has little fanfare amongst the broader S&P/ASX 300 Index (ASX: XKO). 

Yet beneath the surface, Tuas has been executing a clear plan: compete on value, scale efficiently, and steadily push deeper into Singapore’s tightly contested telecom market.

What Tuas actually does

Tuas operates a mobile network in Singapore under a founder-led structure, guided by David Teoh — the same entrepreneur who transformed TPG from a small reseller into a major Australian telco. That track record is important. Execution, discipline and cost control have long been hallmarks of Teoh-led businesses.

The company’s Singapore offering has been simple: provide competitive mobile plans with strong network performance at attractive price points. In a market dominated by Singtel, StarHub and M1, Tuas has carved out a niche by focusing on value-driven customers and running a lean operational model.

Growth has remained solid

Across its most recent financial periods, Tuas has continued to deliver meaningful top-line growth, including a strong uplift in FY25 and its first full-year profit. Subscriber numbers have climbed consistently as Singaporean consumers respond to lower-cost “value” offerings in a market known for high mobile adoption.

For a relatively small ASX-listed telco operating in a different jurisdiction, this consistent performance places Tuas among the more intriguing growth stories in the ASX 300.

The M1 acquisition: a strategic opportunity — but far from certain

In August, Tuas announced a proposal to acquire M1, Singapore’s third-largest mobile operator. On paper, joining forces with M1 would dramatically expand Tuas’ scale and give it the capability to offer a full suite of mobile and broadband services. It would also bring the third- and fourth-largest Singapore operators together to compete more effectively with Singtel and StarHub.

However, new information shows the deal faces significant obstacles.

M1 is currently locked in a dispute with its biggest customer, Liberty Wireless — the company behind Circles.Life. Liberty Wireless has requested Singapore’s regulator to permit renegotiation or termination of its long-term wholesale contract with M1 as a condition for approving Tuas’ takeover.

This is far from a minor issue. Circles.Life may contribute 50%–60% of M1’s earnings and up to 80% of net profit, meaning any change to the agreement could materially reduce M1’s value.

The matter is already before the High Court of Singapore, and regulators are reviewing broader competition implications. A merged Tuas–M1 entity could control an estimated 77% of the wholesale mobile market and around 38% of the postpaid retail market, levels that will attract careful scrutiny.

What happens if the deal does proceed?

If approved — and there are meaningful “ifs” attached — Tuas would be operating at a far larger scale. The combination may allow it to offer more products, potentially improve its competitive position and spread fixed costs over a broader customer base.

There may also be opportunities to streamline overlapping operations or reduce duplicated expenses. However, with the regulator’s decision pending and M1’s largest customer seeking to change its commercial arrangement, it is too early to confidently predict the shape or size of any benefits.

Foolish takeaway

Tuas remains one of the more interesting businesses in the ASX 300 — a founder-led, growing company competing effectively in a sophisticated market. But its proposed acquisition of M1 now carries significant uncertainty that investors should be aware of.

For long-term investors exploring lesser-known ASX companies with potential, Tuas offers both promise and complexity. The underlying business continues to expand, yet the M1 decision could influence its next phase in a meaningful way.

The post Is this ASX 300 telco a hidden gem for value focused investors? appeared first on The Motley Fool Australia.

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Motley Fool contributor Leigh Gant 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.

Monash IVF Group Ltd (ASX: MVF) has rejected a takeover bid from a private equity consortium, stating that the offer price is too low despite being pitched at a significant premium to the company’s last trading price.

Monash shares were last week trading close to their 12-month low of 53 cents, with the company’s share price still yet to recover after a difficult year in which it was revealed it had botched two embryo implants.

The stock closed at 61 cents on Friday, valuing Monash at $237.7 million.

Bid at a significant premium

The company said in a statement issued to the ASX on Monday morning that it had received and rejected a takeover bid priced at 80 cents per share.

The company said on Monday:

Monash IVF Group Ltd has received an opportunistic, unsolicited, conditional and non-binding proposal from a consortium comprising Genesis Capital Investment Management Pty Ltd … and WHSP Holdings to acquire 100% of the shares in Monash IVF by way of a scheme of arrangement.

The offer would be a cash offer priced at 80 cents per share, but there was the possibility that shareholders could continue to own a stake in the company under the proposal, Monash said.

As the company explained:

The proposal also includes a reference to the consortium considering options that would allow Monash IVF shareholders to roll their equity into unlisted equity in a privatised Monash IVF.

Monash said the consortium had indicated that it had already bought up a stake in the company of about 19.6% of its issued capital.

The bid was conditional upon the consortium being able to conduct exclusive due diligence and a unanimous recommendation from the Monash board.

Bid rejected as opportunistic

The Monash board said in its statement on Monday that it believed the bid was a low-ball offer.

The board has considered the proposal including with the assistance of its financial and legal advisers and unanimously determined that the proposal materially undervalues Monash IVF and is not in the best interest of the company’s shareholders as a whole. The board has therefore determined to reject the proposal in its current form.

The board said the offer price was a “substantial discount” to comparable transactions in the Australian market, and there was also uncertainty around the consortium’s financing arrangements.

Monash IVF chair Richard Davis said:

The Monash board in consultation with its advisers has formed the view the proposal in its current form is opportunistic in its timing and materially undervalues the company.

The company said it would keep shareholders informed should matters develop further.

Fresh start in the wings

Monash earlier this month said it had selected a new Managing Director who would start in May next year.

The company ran into trouble earlier this year when it emerged that it had botched two embryo transplants, with one of those incidents resulting in a woman giving birth to a genetically unrelated baby.

The company’s shares tumbled from levels above $1 per share in April, when news of one of the incidents, which occurred in Brisbane, was reported in the media.

The company stated at the time that it had been aware of the incident since February, when it initiated an investigation that found human error to be the cause.

Monash IVF’s then-Managing Director, Michael Knaap, who had led the company since 2019, resigned in June, and the company also dropped out of the S&P/ASX 300 Index (ASX: XKO) at its September rebalancing.

The post This Aussie fertility company has rejected a takeover bid from private equity 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.

Owning ANZ Group Holdings Ltd (ASX: ANZ) shares has been helpful for investors focused on passive income. Payouts could continue to be attractive in the coming years, meaning a $20,000 investment unlocks substantial dividend income.

ASX bank shares typically trade at a relatively low price-to-earnings (P/E) ratio compared to other sectors, which helps provide a higher dividend yield. Banks like ANZ also usually opt for a relatively generous dividend payout ratio compared to ASX growth shares, resulting in a more attractive dividend yield.

While I’m not expecting strong earnings from ANZ, let’s examine the potential of the dividend income.

Payout potential of ANZ shares

In the recent FY25 result, ANZ reported that its annual dividend per share was maintained at $1.66. While growth is preferred, maintaining the dividend is a solid outcome when the cash net profit falls 14% to $5.8 billion.

How big could the payout be in the coming years?  Let’s take a look at what analysts are forecasting for the ASX bank share.

According to the forecasts on CMC Markets, the bank could pay an annual dividend of $1.66 per share in the 2026 financial year. At the time of writing, this translates to a dividend yield of 4.75% without franking credits and 6.1% including franking credits.

If someone were to invest $20,000 into ANZ shares, that could lead to around $950 of cash payments in FY26 and approximately $1,220, including the franking credits.

However, there could be dividend growth in the following year for ANZ share owners. In FY27, the business is predicted to increase its annual dividend per share to $1.69. That would represent a year-over-year increase of 1.8%.

The forecast on CMC Markets suggests the ASX bank share could deliver a cash dividend yield of 4.8% in FY26 and a grossed-up dividend yield of 6.2%, including the franking credits.

Is the ASX bank share a buy?

The ANZ share price has dipped around 10% since 12 November 2025, at the time of writing, which is a sizeable drop for a business of ANZ’s scale. It represents a better value than it did earlier in November.

According to Commsec, there are currently 16 analyst recommendations on the business, with four ‘sell’ ratings, eight ‘hold’ ratings, and four ‘buy’ ratings. Overall, analysts appear to be mixed on the bank, with a “hold” being the most popular rating.

It doesn’t seem like a great time to invest in ANZ shares; there are other opportunities around.

The post $20,000 of ANZ shares can net me a $1,220 passive income! appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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.

Shareholders in fertility treatment specialist Monash IVF Ltd (ASX: MVF) have endured a rough ride in 2025.

Much of the trouble started in April when the company confirmed that an embryo of one patient was incorrectly transferred to another patient at its Brisbane clinic.

This unfortunate mix-up resulted in an Australian woman unknowingly giving birth to a stranger’s baby.

As a result, Monash IVF shares fell by 36% on that day, sinking from $1.08 to $0.69 per share. 

Things got even worse in early June with the ASX All Ords healthcare stock reporting another regrettable incident at one of its clinics.

Here, a patient’s own embryo had been incorrectly transferred back to them.

Shares in the healthcare stock tanked again, falling by 27% from $0.745 to $0.545 per share.

The company’s CEO resigned a few days later, sparking a modest rally in the company’s shares.

Nevertheless, Monash IVF shares have now dropped by 52% since the start of the year, closing out last week at $0.61 apiece.

Not surprisingly, this represents an underperformance when compared to the broader market, with the All Ordinaries Index (ASX: XAO) rising by 2.6% over the same period.

But what comes next for this ASX All Ords healthcare stock after recently appointing a new CEO?

Renowned Australian investment house Macquarie Group Ltd (ASX: MQG) has weighed in with its views.

Macquarie’s viewpoint

In essence, Macquarie believes that the sell-off stemming from the two incidents is now reflected in the company’s share price.

In turn, it sees the current valuation for the ASX All Ords healthcare stock as “undemanding”.

That said, the broker also noted some challenges for the business.

It pointed to difficulties in growing revenue in the domestic market, as well as operating margins being pressured by cost indexation and risk mitigation following the two incidents.

Macquarie now expects underlying net profit after tax (NPAT) for FY26 to clock in at the bottom end of the group’s $20 million to $23 million guidance.

However, the broker believes that an improving macroeconomic climate from about FY27 could support better growth for the ASX All Ords healthcare stock.

It stated:

We see medium-term upside on an improving macro environment, increased genetic testing, underlying structural demands, demographic and social changes.

As such, Macquarie has placed an outperform rating on Macquarie IVF shares with a 12-month price target of $0.94 per share.

This forecast equates to 54% upside potential from Friday’s closing price of $0.61 per share.

The post Macquarie tips 54% upside for this beaten down ASX All Ords healthcare stock appeared first on The Motley Fool Australia.

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

Investors in Mader Group Ltd (ASX: MAD) have had plenty to smile about over the past year.

Shares in the ASX mining services company have surged by 39% over the last twelve months, closing at $7.94 apiece on Friday.

For context, the All Ordinaries Index (ASX: XAO) has managed a modest 0.62% gain over the same period.

Despite this strong run, leading Australian investment bank Macquarie Group Ltd (ASX: MQG) believes there could be even more upside ahead.

Here’s why the broker is still seeing blue skies for this ASX mining services business.

Essential technical services provider

Mader is a mining services business with a simple business model focused on providing heavy equipment maintenance services to resource companies.

It was founded in 2005 by current Executive Chairman Luke Mader as a one-man Western Australian business.

Since then, it has expanded its operations to more than 540 locations across nine countries, boasting a workforce of over 3,900 staff who serve more than 490 customers.

Over the years, Mader has cemented its place as a leader in specialist technical services within Australia’s globally renowned mining industry.

However, since 2019, it has been expanding into the North American mining and energy sectors.

It believes the market opportunity in North America could be more than twice the size of Australia.

Overall, Mader notched up a record $872 million in total revenue in FY25, with its 10-year compound annual growth rate (CAGR) for revenue reaching about 30%.

More specifically, the company generated 79% of its revenue from Australia and 19% from North America during the financial year.

Macquarie’s viewpoint on Mader Group

Despite this strong multi-year performance, Macquarie believes the ASX mining services stock could have plenty of room for further growth.

The broker noted that Mader is still underpenetrated in Australia’s core mining market, where ageing equipment continues to support maintenance activity.

It added that the company has fast-tracked efforts to replicate its success in adjacent markets such as infrastructure and road transport, as well as its expansion in North America.

As a result, it has forecast Mader’s revenue CAGR through to FY28 to come in at about 15%, driven by anticipated commercial successes in the group’s core and growth verticals.

Macquarie also believes that Mader boasts superior earnings per share (EPS) growth potential when compared to global and local peers.

Here, it has forecast an EPS CAGR of 17% through to FY28.

The broker also highlighted several other reasons for its positive outlook on the ASX mining services business.

It pointed to the company’s strong balance sheet, its reduction in capital intensity, and the group’s five-year average return on invested capital (ROIC) of about 25%.

All up, Macquarie placed an outperform rating on Mader shares with a 12-month price target of $10.40 per share.

This implies 31% upside potential from $7.94 per share at Friday’s close.

The post Expert says this high-flying ASX mining services stock could rocket by 31% appeared first on The Motley Fool Australia.

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