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 Arthur Garipoli of Dolphin Partners Financial Services, Andrew Wielandt of DP Wealth Advisory, and Tom Fairchild of Lazarus Capital Partners 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.
Arthur Garipoli, Dolphin Partners Financial Services
BUY RECOMMENDATIONS
BUY – Aquirian (AQN)
This Perth based mining services company recently posted unaudited revenue of $32 million in full year 2026, an increase of 22.8 per cent on the prior corresponding period. EBITDA of $4.6 million was up 193.6 per cent. The company has established a strong platform for future growth as it secures high value contracts at high margins. The company was recently trading on a price/earnings ratio below comparable peers, which is appealing. We view opportunities in the pipeline as a positive driver for potential earnings upgrades.
BUY – Wildcat Resources (WC8)
This Western Australian explorer is advancing the Tabba Tabba Lithium-Tantalum project, which is a large-scale, hard rock development in an established mining jurisdiction with low sovereign risk and close to Port Hedland infrastructure. The recent share price fall may represent a good entry opportunity for investors looking for a recovery in lithium markets and in a company with near term catalysts. WC8 has completed a pre-feasibility study. A large resource base and an upcoming definitive feasibility study de-risks the company. In our view, WC8 represents a compelling risk-reward scenario.
HOLD RECOMMENDATIONS
HOLD – Energy One (EOL)
Energy One provides software products and outsourced operations to wholesale energy companies. On July 30, 2026, the EOL board unanimously rejected an unsolicited, indicative, non binding and conditional takeover proposal at $17 a share from Norwegian energy technology firm Volue AS. The board concluded the revised bid undervalued the company and was opportunistic. Investors can consider holding as a higher bid may emerge for EOL.
HOLD – PLS Group (PLS)
This high quality pure play lithium producer recently delivered a solid June quarter report in fiscal year 2026. Sales were up 28 per cent compared to the March quarter and group revenue was up 31 per cent. The company has benefited from rising spodumene prices and sustains a solid balance sheet. Restarting the Ngungaju processing plant is expected to materially lift sales into full year 2027. Speculation exists that PLS may resume paying dividends following stronger than expected cash generation in full year 2026.
SELL RECOMMENDATIONS
SELL – Endeavour Group (EDV)
This liquor and hotel operator recently released unaudited preliminary results for fiscal year 2026. Total group sales of $12.212 billion were up 1.3 per cent on the prior corresponding period. However, total group underlying net profit after tax of $363 million was down from $426 million in full year 2025. The group expects to recognise after tax signifiant items, predominately non-cash, of $311 million. The recent share price recovery since the start of June and August 13 provides an opportunity for investors to cash in some gains. In our view, better investment opportunities exist elsewhere given recent numbers and high cost of living expenses.
SELL – Commonwealth Bank of Australia (CBA)
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Cash net profit after tax of $10.982 billion in full year 2026 was up 7 per cent on the prior corresponding period. The net interest margin of 2.05 per cent was down 3 basis points. The bank acknowledged growth is slowing in response to higher interest rates and inflation placing uneven pressure on household incomes and economic activity. Home loan applications since the federal budget in May fell 15 per cent. CBA is a high quality bank, but an uncertain Australian economy leaves a challenging outlook at this point. We believe the bank is trading on a stretched valuation, so it may be prudent to lock in some profits.
Andrew Wielandt, DP Wealth Advisory
BUY RECOMMENDATIONS
BUY – Betashares Global Royalties ETF (ROYL)
ROYL is a diverse exchange traded fund operating across a number of countries, including the United States, Canada, Brazil and Denmark. It holds about 40 companies, with investments including ARM Holdings PLC, Texas Pacific Land Corporation and Wheaton Precious Metals at August 11, 2026. ROYL focuses on companies earning royalty and intellectual property income. What appeals is relatively steady returns compared to other cyclical investments. The company posted a return of 15.59 per cent after fees in the past 12 months to July 31, 2026.
BUY – Munro Climate Change Leaders Fund Active ETF (MCCL)
This exchange traded fund holds a concentrated portfolio of companies aiming to benefit from decarbonisation during the next decade. The ETF holds between 15 and 25 positions involved in clean energy, clean transport and energy efficiency. The fund posted a return of 16.9 per cent for the 12 months to July 31, 2026. However, given its highly concentrated nature, it’s important to note that returns can be volatile. In our view, MCCL can also be considered an investment in the future and can be part of a balanced portfolio. I hold MCCL in my self managed super fund.
HOLD RECOMMENDATIONS
HOLD – Suncorp Group (SUN)
Suncorp provides insurance products and services. Higher interest rates and bond yields can be a tail wind for the company’s investment portfolio. Gross written premiums of $15.407 billion were up 2.7 per cent in full year 2026 when compared to the prior corresponding period. Cash earnings of $1.042 billion were down from $1.452 billion in 2025. An on-market share buy-back of up to $250 million is planned for full year 2027. All insurance companies are challenged by appropriately pricing risk in a rapidly evolving climate change environment. It remains our long term concern, so we retain a hold recommendation.
HOLD – AMP (AMP)
Investors responded positively to the wealth management giant’s first half result in fiscal year 2026. Statutory net profit after tax of $154 million was up 57 per cent. Underlying net profit after tax of $174 million increased 33 per cent. Assets under management increased to $167.6 billion. The company announced an additional on-market share buy-back of $150 million and an interim dividend of 3 cents a share. The company is focusing on delivering improving returns to shareholders. AMP remains a hold subject to continuing favourable market conditions.
SELL RECOMMENDATIONS
SELL – Hansen Technologies (HSN)
Hansen provides software and services to the energy, utilities, communications and media industries across the world. The company has customers in more than 80 countries. HSN has been subjected to a broader technology sell-off in response to investor fears that software-as-a-service firms may be impacted by large language model businesses, such as OpenAI, Anthropic and Alphabet. HSN shares have fallen from $6.14 on August 13, 2025 to trade at $4.30 on August 13, 2026. HSN is a quality company, but we prefer to sit on the sidelines at this point given a volatile technology sector.
SELL – Baby Bunting Group (BBN)
In June 2026, the specialty baby retailer downgraded full year guidance, citing softer trading in the fourth quarter of 2026. Three interest rate rises in the second half of 2026 and higher fuel prices weighed on consumer spending and lifted distribution costs. Also, the company is up against fierce competition. Given industry and retail trends, I expect BBN to face challenging times moving forward, at least in the short term.
Tom Fairchild, Lazarus Capital Partners
BUY RECOMMENDATIONS
BUY – Auric Mining (AWJ)
AWJ is a gold miner and junior explorer in Western Australia. A recently released integrated scoping study supported the re-establishment of the Burbanks processing facility and re-starting mining at the Munda gold deposit. Metrics include potential revenue of $812 million over five years and EBITDA of $437 million from 141,000 ounces to be potentially produced. The company had $38 million in cash at June 30, 2026 and no debt. Potential exists for Auric to transition to a standalone integrated gold producer. AWJ suits investors with an appetite for risk.
BUY – REA Group (REA)
REA is a multi-national digital advertising group specialising in property. Revenue from core operations of $1.793 billion in full year 2026 was up 7 per cent on the prior corresponding period. Net profit after tax from core operations of $650 million was up 15 per cent. Earnings per share of $4.93 was up 15 per cent. The final fully franked dividend of $1.73 was up 25 per cent. Investors responded positively after the full year result was released on August 6. But we believe the company still has ample room to improve its performance from here.
HOLD RECOMMENDATIONS
HOLD – RocketDNA (RKT)
The company provides autonomous drone based geo-data and artificial intelligence services to the mining, agriculture and critical asset sectors. The Skylink operating system is live across every enterprise customer. Monthly active users rose 127 per cent to more than 1000 in the June quarter of 2026 when compared to the prior quarter. About 25,000 missions are pre-booked in the next 12 months. Unaudited revenue of $2.53 million in the June quarter was up 2 per cent on the previous quarter and up 52 per cent on the prior corresponding period. The growth outlook isn’t yet factored into the price, in our view. But trading at 2.3 cents on August 13, the stock can be considered speculative.
HOLD – CAR Group (CAR)
This global digital car market business enjoys first mover advantage. Investors reacted positively to the company’s full year results. Reported revenue of $A1.253 billion was up 6 per cent on the prior corresponding period. Reported net profit after tax of $A314 million was up 14 per cent. The company expects to generate high single digit revenue growth in Australia in fiscal year 2027 and double digit revenue growth in constant currency in North America and Latin America. The company is resilient through economic cycles and offers excellent brand value.
SELL RECOMMENDATIONS
SELL – Xero (XRO)
Xero is an accounting software provider. The company generated revenue of $NZ2.75 billion in full year 2026, up 31 per cent on the prior corresponding period. The company acquired Melio, a US business-to-business payments platform in June 2025 for about $US2.5 billion. The company recently surpassed 5 million subscribers. Xero shares bounced off a low of $61.58 on July 24 to trade at $77.51 on August 13, 2026. However, the stock was priced at $168.78 on August 13, 2025. Justifiable investor concerns about margin pressure, artificial intelligence growth and US expansion performance have weighed on the stock and sentiment. Investors can consider cashing in some gains.
SELL – Northern Star Resources (NST)
The gold producer operates mines and exploration programs in Western Australia and Alaska. The company announced total gold sales of 1.543 million ounces for full year 2026, which was above revised group guidance of 1.5 million ounces. NST disappointed investors after downgrading production guidance twice in fiscal year 2026 following weaker than expected operational performance. The shares have fallen from $31.73 on March 2 to trade at $23.28 on August 13. The company’s final investment decision regarding the Hemi project is targeted for late fiscal year 2027. In our view, other gold companies appeal more at this stage of the cycle.
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.
