18 Share Tips – 1st September 2025

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 Jabin Hallihan of Family Financial Solutions, Damien Nguyen of Morgans 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.

Sign up to our mailing list and get our weekly batch of share tips sent straight to your inbox, every Monday.

Early Access to 18 Share Tips

Every Monday at 9AM, thousands of investors scramble to read the same tips at the same time. Prices move. Opportunities disappear. You’re always one step behind.

But with The Bull Premium you get access to 18 Share Tips on Friday morning, giving you 3 extra days to prepare

So while others read Monday’s tips, you’re already positioned to win

Jabin Hallihan, Family Financial Solutions

BUY RECOMMENDATIONS

BUY – CSL (CSL)

CSL is a global biotechnology company. CSL shares plunged following recent fiscal year 2025 results, driven by weaker vaccine margins and cautious plasma cost guidance. CSL also announced plans to divest its influenza vaccines business into a separate ASX-listed entity before the end of financial year 2026. The company continues to grow plasma volumes and expand its product pipeline. CSL reported solid revenue growth and maintains a strong balance sheet. Our 12-month analyst valuation is $291.31 as the long term outlook remains intact.

Please note that while Remo Greco has listed CSL as a ‘Hold’, Damian Nguyen has listed it as a ‘Buy’. Each analysts views are their own and they will not always agree with each other.

BUY – Woodside Energy Group (WDS)

Woodside is a leading Australian energy producer. The company reported strong operating cash flow in its first half results in fiscal year 2025 and confirmed progress on its Scarborough and Beaumont New Ammonia projects. LNG demand remains firm, particularly in Asia, supporting price stability. Woodside maintains a robust balance sheet and was recently trading on a dividend yield above 6 per cent. The company is also investing in lower carbon opportunities, including hydrogen and carbon capture. Our 12-month analyst valuation is $34.38. Investors remain focused on execution and capital discipline. Woodside is well placed to deliver stable returns and long term growth.

HOLD RECOMMENDATIONS

HOLD – BHP Group (BHP)

The global miner reported softer earnings due to weaker iron ore prices, although copper volumes improved. BHP continues to invest in future-facing commodities, such as potash and nickel. The balance sheet remains strong, and the dividend yield is attractive. Our 12-month analyst valuation is $43.74. BHP’s diversified asset base and disciplined capital strategy support long term resilience. However, near-term upside appears limited given commodity price volatility and macroeconomic uncertainty. BHP remains a core holding for investors seeking exposure to global resources.

HOLD – The A2 Milk Company (A2M)

The company is expanding in China, where infant formula and fresh milk remain key growth drivers. A2M maintains strong financial health and brand recognition, but margins remain volatile. The company generated revenue of $NZ1.9 billion in full year 2025, up 13.5 per cent on the prior corresponding period. Net profit after tax of $NZ202.9 million was up 21.1 per cent. The company continues to invest in marketing and distribution to support its China strategy. Long term growth potential remains, but near term upside is constrained after a recent strong rally. 

SELL RECOMMENDATIONS

SELL – Seek (SEK)

Seek operates Australia’s largest online employment platform and holds minority stakes in job marketplaces across Asia. The company’s reported profit of $238.3 million in full year 2025 was up from a loss of $59.9 million in the prior corresponding period. Sales revenue of $1.097 billion was up 1 per cent. Investors responded positively to the result, with the shares rising from $25.67 on August 18 to trade at $27.75 on August 28. Our 12-month analyst valuation is $23.58. Seek trades at a premium to peers and expectations are high. Any slowdown in hiring activity or economic softness could impact earnings. It may be best to take profits on Seek while the market remains optimistic.

SELL – ARB Corporation (ARB)

ARB makes and supplies 4-wheel drive accessories to Australian and international markets. The company has benefited from strong export growth and brand loyalty, but margins are under pressure. The company reported sales revenue of $729.9 million in fiscal year 2025, up 5.3 per cent on the prior corresponding period. However, net profit after tax of $97.5 million was down 5 per cent. Our 12-month analyst valuation is $31.31. The shares were trading at $40.30 on August 28 after rising from $33.23 on August 1. ARB trades at a premium to historical averages and, in our view, near-term catalysts are limited. Investors may want to consider locking in gains following recent share price strength. 

Damien Nguyen, Morgans

BUY RECOMMENDATIONS

BUY – Goodman Group (GMG)

GMG is a global industrial property group. The company is expanding in the data infrastructure space, with a sharp focus on developing data centres across major cities. The company’s ability to scale up quickly, backed by a robust development pipeline amid strong tenant demand leaves it in a position to benefit from the accelerating digital economy. The company reported a statutory profit of $1.666 billion in fiscal year 2025, compared to a loss of $98.9 million in the prior corresponding period. We view GMG as a core portfolio holding with a bright outlook.

BUY – CSL (CSL)

CSL remains a dominant player in the global biotechnology sector. The shares nosedived after CSL delivered its full year results on August 19. Yet revenue of $US15.6 billion in full year 2025 was up 5 per cent on the prior corresponding period. Reported net profit after tax of $US3 billion was up 17 per cent on a constant currency basis. CSL continues to expand its product portfolio and global reach. Operational improvements and innovation across its divisions support a positive outlook in the long term. Recent share price weakness provides a compelling opportunity for long term investors, in our view.

Please note that while Remo Greco has listed CSL as a ‘Hold’, Damian Nguyen has listed it as a ‘Buy’. Each analyst’s views are their own and they will not always agree with each other.

HOLD RECOMMENDATIONS

HOLD – Westpac Banking Corporation (WBC)

The bank continues to show resilience in its core operations, with recent updates highlighting improving net interest margins, strong capital buffers and stable asset quality. Westpac reported a stronger than expected third quarter result in fiscal year 2025. However, despite operational improvements and capital management initiatives, the share price appears to already reflect much of the good news. While Westpac remains a preferred name among the majors, the valuation looks full, and further upside may be constrained unless there is a material uplift in earnings or return on equity.

HOLD – Netwealth Group (NWL)

This financial services company provides integrated platform, technology and data solutions. The company posted a net profit after tax of $116.5 million in fiscal year 2025, an increase of 39.8 per cent on the prior corresponding period. Funds under administration net flows of $15.8 billion increased 40.4 per cent. The business benefits from structural tailwinds in wealth management and has maintained impressive operating leverage while investing in new market segments. However, the stock has rallied significantly, and while the growth outlook remains robust, the current valuation leaves little room for disappointment. We see Netwealth as a high quality business with a long runway, but believe the share price fairly reflects its prospects at this stage.

SELL RECOMMENDATIONS

SELL – Reece (REH)

Reece is a plumbing supplies company to commercial and residential customers via more than 900 branches in Australia, New Zealand and the United States. The company delivered a disappointing result in fiscal year 2025. Statutory net profit after tax of $317 million was down 24 per cent on the prior corresponding period. Earnings per share of 49 cents was also down 24 per cent. The outlook for Australia and New Zealand is softer than expected. REA expects the housing market in the US to be constrained during the next 12 to 18 months. We view REH as a quality business, but weaker operating environments amid increasing competitive pressures leave an uncertain earnings outlook at this stage. We believe it may be prudent to avoid the stock until there’s clearer evidence of an improvement in REH’s earnings trajectory.

SELL – Commonwealth Bank of Australia (CBA)

The CBA remains Australia’s most profitable bank, with a sector-leading return on equity and a dominant position in mortgages and deposits. However, in our view, its share price has surged well beyond fundamentals, trading at a significant premium to peers. We continue to recommend reducing overweight positions, citing compressed return expectations and elevated trading multiples. While CBA’s quality is undisputed, we believe the risk-reward profile at current levels is unfavourable.

Remo Greco, Sanlam Private Wealth

BUY RECOMMENDATIONS

BUY – Dexus Convenience Retail REIT (DXC)

This listed REIT owns a portfolio of convenience retail assets and petrol stations, mostly on Australia’s eastern seaboard. The company’s property portfolio includes 91 assets valued at $728 million. DXC reported a solid result in fiscal year 2025. Asset revaluations lifted net tangible assets (NTA) to $3.64 a security, an increase of 2.2 per cent. The shares were trading below NTA at $3.09 on August 28. The dividend yield was recently around 6.5 per cent and gradually increasing – a positive when the Reserve Bank of Australia is again considering cutting interest rates. DXC is a solid defensive play in the current environment. 

BUY – GQG Partners Inc. (GQG)

GQG is a quality global fund manager. In our view, GQG offers an appealing entry into the global funds management sector. Recently trading on a price/earnings ratio below 10 times and a dividend yield of almost 10 per cent suggests good value. Funds under management of $US172.4 billion at the end of the first half of fiscal year 2025 was up 10.8 per cent on the prior corresponding period. Net revenue of $US403 million increased 11 per cent and net operating income of $US306.8 million was up 12.3 per cent. GQG is known for its strong convictions, which have been reflected in a solid track record of performance. 

HOLD RECOMMENDATIONS

HOLD – CSL (CSL)

Investors slashed CSL’s share price after the biotechnology company posted full year results on August 19. The shares have fallen from $271.32 on August 18 to trade at $215.03 on August 28. We can’t see the share price recovering to $270 levels in the short term, but at these prices the stock appears good value over the longer term if it can deliver double digit profit growth moving forward. Holding the stock is an appropriate play for patient investors prepared to take on opportunity cost, as other stocks could potentially deliver faster and better returns in the short to medium term.  

Please note that while Damian Nguyen has listed CSL as a ‘Buy’, Remo Greco has listed it as a ‘Hold’. Each analyst’s views are their own and they will not always agree with each other.

HOLD – Wesfarmers (WES)

The diversified industrial conglomerate and owner of the Bunnings hardware giant, Kmart Group and Officeworks is a consistent and reliable performer as shown by its full year 2025 results posted on August 28. WES revenue of $45.7 billion was up 3.4 per cent on the prior corresponding period. Net profit after tax of $2.926 billion was up 14.4 per cent. Bunnings, Kmart and Officeworks delivered sales growth. The company declared a final and fully franked dividend of $1.11 a share. It also announced a proposed capital management initiative of $1.50 a share. The outlook is positive. 

SELL RECOMMENDATIONS

SELL – Metrics Master Income Trust (MXT)

MXT is a non-bank corporate lender and alternative asset manager with about $30 billion under management. It specialises in fixed income, private credit, equity and capital markets. MXT targets a return of the Reserve Bank cash rate plus 3.25 per cent per annum through the economic cycle. Distributions are paid monthly. We believe investors can generate better returns elsewhere in an environment of possibly lower interest rates, which can make it tougher for MXT to meet targets. This listed trust closed at $2.06 on August 29, 2024. It was trading at $2.05 on August 28, 2025. 

SELL – Medibank Private (MPL)

The private health insurer posted a full year 2025 result that was largely in line with expectations on August 28. It posted group revenue from external customers of $8.604 billion, up 5.2 per cent on the prior corresponding period. It delivered net profit after tax of $500.8 million, up a modest 1.7 per cent. The total fully franked dividend for the year is 18 cents, up 8.4 per cent on the prior corresponding period. However, we’re concerned that possible interest rate cuts may weigh on portfolio returns moving forward. Also, earnings from private health insurance companies may be pressured by a campaign to get them to contribute more to the healthcare system. MPL shares fell from a closing price of $5.15 on August 27 to trade at $4.895 on August 28.

Don’t Buy Just Yet

You will want to see this before you make any decisions.

Before you decide which shares to add to your portfolio you might want to take a look at this special report we recently published.

Our experts picked out The 5 best ASX shares to buy in 2025.

We’re giving away this valuable research for FREE.

Click below to secure your copy

Related Articles:

• The Best CFD Trading Platform in Australia
• The Best Stock Trading App in Australia
• The Best Auto Trading Platforms in Australia
• How to Start Trading Commodities in Australia