Welcome to this week’s edition of 18 Share Tips: our weekly selection of top ASX shares, chosen by leading analysts, that we think are worth considering.
This week Blake Halligan of Catapult Wealth , Nathan Lodge of Securities Vault, and Remo Greco of Sanlam Private Wealth share their ‘Buy’, ‘Hold’ and ‘Sell’ recommendations.
Please note these share tips are simply recommendations and are in no way intended as financial advice. These share tips are general advice and don’t take into account any individual’s financial situation. Investors are advised to seek professional financial advice before investing.
Early Access to 18 Share Tips
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Blake Halligan, Catapult Wealth
BUY RECOMMENDATIONS
BUY – Eagers Automotive (APE)
Eagers is Australia’s largest automotive retailer. In recent months, APE has benefited from a sharp uplift in electric vehicle demand, with EV sales across Australia booming in March. APE posted revenue of $13 billion in full year 2025, up 16.5 per cent on the prior corresponding period. The company grew its share in the new vehicle market to 13.9 per cent, up from 11.5 per cent in full year 2024. Elevated fuel prices and ongoing dealership acquisitions support increased exposure to APE.
BUY – Technology One (TNE)
TNE delivers software-as-a-service (SaaS) solutions to government and business. The company is emerging as one of the first SaaS names to flag a discrete artificial intelligence revenue stream, embedding AI across all 20 products. Recent updates point to accelerating momentum. We expect upcoming half year results on May 19 to beat expectations on new customer wins and AI product rollouts. Expansion in the UK remains a key long term growth opportunity.
HOLD RECOMMENDATIONS
HOLD – Woolworths Group (WOW)
Food retail sales were up 5.9 per cent in the third quarter of 2026 when compared to the prior corresponding period. However, food earnings before interest and tax growth guidance is expected to be in the mid-to-high single digit range, but no longer at the upper end of the range. While scale and defensive earnings remain strengths, possible margin pressure and cautious consumer sentiment temper near‑term upside, supporting a hold for now.
HOLD – Telstra Group (TLS)
The telecommunications giant recently reaffirmed its 2026 fiscal year outlook, guiding to cash earnings per share growth amid maintaining capital discipline as it progresses its on-market share buy-back of up to $1.25 billion. Mobile price rises are expected to support revenue growth in full year 2026. However, regulatory uncertainty around proposed higher spectrum licence fees remain a medium term headwind. Investors can expect a fully franked dividend of 21 cents a share for full year 2026, but near‑term upside appears limited, in our view.
SELL RECOMMENDATIONS
SELL – The a2 Milk Company (A2M)
A recent trading update revealed supply chain disruptions are constraining product availability despite strong underlying demand. The company downgraded guidance in full year 2026, with revenue growth downgraded to low-to-mid double digits, with cash conversion falling to 50 per cent. It expects lower infant milk formula sales, mostly related to Chinese labels. The EBITDA percentage margin is forecast to decline from previous guidance of between 15.5 per cent to 16 per cent to between 14 per cent to 14.5 per cent. The shares have fallen from $9.24 on April 10 to trade at $6.67 on May 7. Better opportunities may exist elsewhere at this stage of the cycle.
SELL – Metcash (MTS)
Metcash is a wholesale distributor across food, liquor and hardware. It services independent retailers across Australia. Group sales revenue was up just 0.1 per cent in the first half of 2026 when compared to the prior corresponding period. Group underlying profit after tax fell 5.9 per cent, reflecting lower earnings in hardware and liquor and increased finance costs. The company operates in fiercely competitive industries. Higher interest rates may pressure its discretionary product sales and full year 2026 earnings, suggesting a re-allocation of capital. The shares have fallen from $4.23 on September 1, 2025 to trade at $2.76 on May 7.
Nathan Lodge, Securities Vault
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BUY RECOMMENDATIONS
BUY – Mach7 Technologies (M7T)
The company provides enterprise imaging platforms used by hospitals across the globe, positioning it as a scalable SaaS (software-as-a-service) style health technology play. Recent quarterly updates have shown improving cost discipline and operating leverage. The real upside lies in recurring revenue growth and contract wins across North America, where healthcare information technology budgets are structurally expanding. As hospitals modernise legacy systems, Mach7’s vendor-neutral archive (VNA) offering becomes increasingly relevant. If management continues to convert its pipeline into contracts, the market could materially re-rate earnings visibility. At current levels, it still trades at a discount to global peers despite similar growth characteristics.
BUY – Oneview Healthcare PLC (ONE)
Its care experience platform integrates patient engagement tools into hospital systems. The company’s offering should generate demand. Potential upside exits following positive momentum. The investment thesis hinges on hospital digitisation and patient experience mandates, particularly in the US, where funding tailwinds remain supportive. As deployments scale up, Oneview’s recurring revenue model should drive operating leverage. Importantly, the company has already secured major hospital clients, reducing execution risk compared to earlier stage peers.
HOLD RECOMMENDATIONS
HOLD – Superloop (SLC)
This internet service provider is a strong performer, benefiting from increasing data demand and network utilisation. The company is executing well on its fibre and broadband strategy, and earnings momentum has improved. However, much of the near term upside appears priced in. The market is recognising its infrastructure value and, accordingly, valuation multiples have expanded. While structural demand for connectivity remains intact, the competitive telecommunications environment in Australia limits pricing power. Growth is likely to continue, but at a more measured pace. Investors already positioned in SLC should hold, but fresh capital may find better risk-reward opportunities elsewhere.
HOLD – Lindsay Australia (LAU)
LAU is a logistics and transport operator leveraged to agricultural and regional freight demand. It’s delivered steady earnings and dividends in response to technical support and cyclical tailwinds. The business benefits from strong positioning in food logistics, a relatively defensive niche and has shown consistency through economic cycles. Margins remain exposed to fuel costs, labour pressures and broader economic conditions. LAU remains attractive for investors seeking stability and yield within a small market capitalisation portfolio, but upside is likely incremental rather than explosive.
SELL RECOMMENDATIONS
SELL – Kogan.com (KGN)
The online retailer benefited from pandemic-era demand. Kogan Group statutory revenue was up 5.5 per cent in the first half of 2026 when compared to the prior corresponding period. However, group statutory net profit after tax was down 20.2 per cent. The company operates in a highly competitive, low-margin retail segment with limited differentiation. Inventory management and discounting cycles have also weighed on profitability in recent periods. Consumer spending remains under pressure in a high interest rate environment. In our view, the market is unlikely to assign premium multiples given the lack of durable competitive advantages. The shares have fallen from $4.20 on February 27 to trade at $3.60 on May 7.
SELL – Wrkr Ltd (WRK)
The company operates in workforce compliance and payroll solutions—an attractive theme—but execution risk remains elevated, in our view. Despite operating in a growing sector, the pathway to profitability remains uncertain. The company posted a loss after tax of $2.66 million in the first half of 2026. Investors chasing the theme may be better served in bigger, more established platforms offering stronger execution capabilities.
Remo Greco, Sanlam Private Wealth
BUY RECOMMENDATIONS
BUY – IVE Group (IGL)
IVE is a diversified marketing company. The company has generated growth via an acquisition strategy. Management has largely integrated these businesses smoothly, delivering synergies and cost reductions. Management execution is an under-rated strength. The company has initiated a share buy-back and the stock was recently trading on a fully franked dividend yield of almost 7 per cent, enhancing its income appeal. The stock is trading at a discount, in our view.
BUY – BWP Group (BWP)
BWP is a real estate investment trust. It’s the biggest owner of Bunnings Warehouse sites in Australia, with a portfolio of 66 stores. The group’s income profile is characterised by high occupancy, long lease terms and strong tenant quality. Long-dated leases provide income visibility and steady rental growth. BWP presents as a defensive property investment entering a more proactive phase and recently trading on an annual yield of almost 5 per cent. BWP appeals to investors in uncertain times as it offers low tenant risk and reliable cash flow.
HOLD RECOMMENDATIONS
HOLD – ALS Limited (ALQ)
ALS is a global testing, inspection and certification business operating across the world. It offers laboratory testing for the mining sector and life sciences industry. The company benefits from a cyclical upturn in global mineral exploration. Increasing exploration budgets targeting copper, lithium and precious metals generate testing volumes for laboratories, markedly improving profitability. These laboratories offer significant operating leverage as they are largely fixed cost facilities. The Life Sciences division provides diversification and steadier growth, with environmental testing growing strongly. The company’s global footprint, market position and mix of cyclical and defensive activities make it a quality industrial exposure for diversified portfolios.
HOLD – Amcor PLC (AMC)
The global packaging giant’s share price has fallen significantly from recent highs over investor concerns about rising plastic resin costs, which are linked to petrochemical and oil prices. Also, concerns about potential supply constraints and a stronger Australian dollar have contributed to a weaker share price. The shares have fallen from $67.84 on February 27, a day prior to the start of the Middle East conflict, to trade at $55.32 on May 7. The sell-off may have been excessive. The stock trades notably below peers and was recently yielding more than 7 per cent. A de-escalation of Middle East tensions would lower earnings risk.
SELL RECOMMENDATIONS
SELL – ANZ Group Holdings (ANZ)
The bank delivered a cash profit of $3.780 billion in the first half of 2026, up 14 per cent, excluding significant items, on the second half of 2025. Return on equity was up 149 basis points. The company posted an interim dividend of 83 cents a share, with franking increased to 75 per cent. The company’s share price has performed well in the past 12 months. Our concern is higher interest rates potentially increasing provisions as mortgage and credit card holders struggle to meet increasing repayments in a weaker economy. It may be prudent to trim holdings and take some profits.
SELL – Woodside Energy Group (WDS)
The energy company produced a record 198.8 million barrels of oil equivalent in full year 2025. However production was offset by lower realised prices. Consequently, net profit after tax of $2.718 billion was down 24 per cent on the prior corresponding period. Full year fully franked dividends were down 8 per cent. In our view, relying on dividends carries risk if commodity prices or production fall. Investors may want to take advantage of elevated crude oil prices to cash in some gains.
Featured Names – The Roundup
| Name | Recommendation | Firm |
|---|---|---|
| Eagers Automotive (APE) | Buy | Catapult Wealth |
| Technology One (TNE) | Buy | Catapult Wealth |
| Mach7 Technologies (M7T) | Buy | Securities Vault |
| Oneview Healthcare PLC (ONE) | Buy | Securities Vault |
| IVE Group (IGL) | Buy | Sanlam Private Wealth |
| BWP Group (BWP) | Buy | Sanlam Private Wealth |
| Woolworths Group (WOW) | Hold | Catapult Wealth |
| Telstra Group (TLS) | Hold | Catapult Wealth |
| Superloop (SLC) | Hold | Securities Vault |
| Lindsay Australia (LAU) | Hold | Securities Vault |
| ALS Limited (ALQ) | Hold | Sanlam Private Wealth |
| Amcor PLC (AMC) | Hold | Sanlam Private Wealth |
| The a2 Milk Company (A2M) | Sell | Catapult Wealth |
| Metcash (MTS) | Sell | Catapult Wealth |
| Kogan.com (KGN) | Sell | Securities Vault |
| Wrkr Ltd (WRK) | Sell | Securities Vault |
| ANZ Group Holdings (ANZ) | Sell | Sanlam Private Wealth |
| Woodside Energy Group (WDS) | Sell | Sanlam Private Wealth |
The above recommendations are general advice and don’t take into account any individual’s objectives, financial situation or needs. Investors are advised to seek their own professional advice before investing. Please note that TheBull.com.au simply publishes broker recommendations on this page. The publication of these recommendations does not in any way constitute a recommendation on the part of TheBull.com.au. You should seek professional advice before making any investment decisions.
