18 Share Tips – 27th October 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 Christopher Watt of Bell Potter Securities, Jonathan Tacadena of MPC Markets and Peter Day of Sequoia Wealth Management 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.

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Christopher Watt, Bell Potter Securities

BUY RECOMMENDATIONS

BUY – GenusPlus Group (GNP)

GenusPlus designs, builds and maintains electrical transmission and distribution works across Australia. The company appeals, driven by its strong revenue growth, strategic positioning in renewable infrastructure and significant order pipeline. Revenue of $751.3 million in full year 2025 was up 36 per cent on the prior corresponding period and beat expectations. EBITDA of $67.4 million surged 49 per cent. Guidance in fiscal year 2026 includes EBITDA growth of between 20 per cent and 25 per cent and recurring revenue increasing by 20 per cent. The company offers visible earnings given an order book of $2 billion, a tender pipeline of $2.4 billion and a net cash position $113 million at June 30, 2025. GNP’s growing presence in energy transition projects underpins a strong medium term outlook.

BUY – Worley (WOR)

Worley is a global engineering and professional services company. Its exposure to the energy transition is appealing, so the business is well placed to capitalise on global decarbonisation. Margin uplift in professional services amid traction in hydrogen, carbon capture and circular economy contracts highlight operating leverage. The stock offers value considering its growth options amid a favourable macro tailwind from government and corporate net zero commitments.

HOLD RECOMMENDATIONS

HOLD – IGO Limited (IGO)

The company owns lithium and nickel assets. Although its battery metals exposure offers long term relevance, the short term is clouded by lithium price volatility and underperformance from the Kwinana and Greenbushes joint ventures. Guidance moving forward is cautious, and full integration of recent acquisitions is pending. While the theme appeals, the earnings outlook needs more clarity to warrant a re-rating.

HOLD – Telstra Group (TLS)

The telecommunications giant delivered moderate growth in full year 2025, in our view. However, mobile pricing pressure remains. The company’s dividend yield adds appeal, yet growth is constrained by regulatory uncertainty and a saturated domestic market. TLS offers defensive characteristics, but upside is limited until the infrastructure strategy materialises. We retain a hold recommendation on the stock.

SELL RECOMMENDATIONS

SELL – Domino’s Pizza Enterprises (DMP)

The fast food giant recently posted its first annual net loss since listing in May 2005. A statutory net loss of $3.7 million in fiscal year 2025 was impacted by one-off items. Guidance is cautious, and earnings before interest and tax pressures persist despite aggressive restructuring. Franchisee sentiment is mixed, and higher input costs are unlikely to ease in the near term. In our view, the company’s valuation remains demanding versus earnings certainty amid downside risks to consensus estimates. The shares have fallen from $19.36 on August 26, the day prior to full year results, to trade at $15.35 on October 23. In our opinion, execution risk overshadows recovery hopes.

SELL – Endeavour Group (EDV)

Endeavour Group is a leading Australian hospitality and retail company, operating liquor outlets, hotels and gaming facilities. EDV continues to struggle amid structural and cyclical headwinds. Retail sales of $10 billion in fiscal year 2025 fell by 1.2 per cent, reflecting subdued consumer spending in retail liquor, which persisted in the first seven weeks of fiscal year 2026. While EDV is often viewed as a defensive play, growth is stalling. The stock looks fully valued compared to peers and lacks catalysts for a re-rating. The shares remain under pressure. The stock has fallen from $4.27 on August 21 to trade at $3.61 on October 23.

Jonathan Tacadena, MPC Markets

BUY RECOMMENDATIONS

BUY – Gorilla Gold Mines (GG8)

The company’s share price has performed strongly between early February and October 23, 2025. But we believe it still offers appealing upside. The company recently received firm commitments to raise about $31.7 million through a placement to institutional and sophisticated investors. The funds will be used to accelerate resource growth programs across its high grade Comet Vale, Mulwarrie and Vivien gold projects. A 4-rig drilling campaign continues at Comet Vale, while a drilling program at Mulwarrie, aimed at doubling the resource base, is planned to start in November. Recent results have been most encouraging. The company’s active exploration program provides an opportunity for more discoveries and presents an encouraging outlook.

BUY – Develop Global (DVP)

DVP is actively advancing its copper-zinc projects in the Pilbara region of Western Australia. An updated definitive feasibility study (DFS) at the Sulphur Springs project demonstrated a strong growth outlook, delivering a substantial uplift in value. The DFS results painted a bright outlook in response to low cash operating costs, robust margins and impressive returns based on an updated 1.5 million tonne per annum underground mine. The shares rose from $3.49 on September 11 to close at $4.57 on October 9. The shares have since retreated to trade at $4.095 on October 23, which we consider an appealing entry point.

HOLD RECOMMENDATIONS

HOLD – CSL (CSL)

Shares in this global biotechnology giant were slashed after the company posted full year results on August 19. The company generated revenue and profit growth, but investors reacted negatively to a company restructure that includes a planned demerger of the Seqirus influenza vaccines business amid the United States announcing steep tariffs on imported pharmaceuticals. The shares fell from $271.32 on August 18 to close at $194.23 on September 26. The shares have partially recovered to trade at $218.14 on October 23. We suggest investors continue holding as we expect it to test a new resistance level of $240. The company is undertaking a $750 million on-market share buy-back in fiscal year 2026.

HOLD – Suncorp Group (SUN)

Suncorp provides insurance products and services. The company lifted profit after tax and gross written premiums in fiscal year 2025 when compared to the prior corresponding period. The company is undertaking a $400 million share buy-back in fiscal year 2026. Suncorp is an appealing income stock, paying reliable fully franked dividends. The company expects gross written premium growth to be in the mid-single digits in fiscal year 2026.

SELL RECOMMENDATIONS

SELL – Santos (STO)

Shares in the energy giant were punished after the XRG consortium withdrew its $US30 billion takeover bid in September, just days before the expected decision date. The shares have fallen from $7.65 on September 17 to trade at $6.47 on October 23. The failed takeover deal impacted shareholder sentiment, raising questions about the company’s stand-alone prospects and its ability to generate value without a major merger or acquisition. On October 14, the company announced the resignation of its chief financial officer, which, in our view, adds to instability. In the absence of another takeover bid amid potentially weaker energy prices, we expect the company’s shares to remain under pressure.

SELL – VanEck Global Listed Private Credit (AUD Hedged) ETF (LEND)

LEND provides investors with exposure to a portfolio of the 25 largest listed companies involved in private credit. It aims to provide investment returns before fees and other costs which track the performance of the index with returns hedged into Australian dollars. The total return was down 5.22 per cent for the three months ending September 30, 2025. The price has fallen from $19.60 on July 28 to trade at $16.86 on October 23. Investors may want to consider cashing in gains as we believe better prospects exist elsewhere on the ASX at this stage of the cycle.

Peter Day, Sequoia Wealth Management

BUY RECOMMENDATIONS

BUY – Dalrymple Bay Infrastructure (DBI)

DBI operates the world’s largest metallurgical coal export facility near Mackay in Queensland. In our view, DBI is a unique infrastructure business, with a predictable income base growing with inflation. The company posted a statutory net profit after tax of $43.1 million in the first half of fiscal year 2025, up 17.1 per cent on the prior corresponding period. Funds from operations of $84.1 million were up 13.8 per cent. The annual yield was recently above 5 per cent. The shares have risen from $3.56 on January 2 to trade at $4.37 on October 23. The outlook is positive, in our view.

BUY – Steadfast Group (SDF)

Steadfast operates a large general insurance broker network. It has growing operations in Asia and Europe. It’s also expanding into the United States. The ability to maximise returns on a US roll-out is key to SDF’s long term value. The company delivered a strong result in fiscal year 2025. Underlying revenue of $1.825 billion was up 8.9 per cent on the prior corresponding period. Underlying net profit after tax of $295.5 million was up 17.2 per cent. The final fully franked dividend of 11.7 cents a share was up 14 per cent. The company has guided for underlying net profit after tax to range between $315 million and $325 million in fiscal year 2026. At current valuations, we retain our outperform recommendation.

HOLD RECOMMENDATIONS

HOLD – ANZ Group Holdings (ANZ)

The bank recently unveiled its 2030 strategy. The bank announced it would cease the $800 million share buy-back, enabling it to return surplus capital of about $1 billion from its non-operating holding company to the bank. It announced it would integrate Suncorp Bank faster to deliver value. It would accelerate the delivery of the ANZ Plus digital front end to all retail and small business customers. It plans to reduce duplication and simplify the organisation. Investors responded positively to the strategy. The shares have risen from $32.67 on September 24 trade at $37.17 on October 23.

HOLD – Treasury Wine Estates (TWE)

The global wine giant recently withdrew group earnings before interest and tax growth guidance in fiscal year 2026 due to an uncertain outlook in relation to Penfolds and Treasury Americas. The company also paused its on-market share buy-back until there’s more clarity around trading conditions and expectations. The shares fell from $6.98 on October 10 to close at $5.93 on October 13. The shares have modestly improved to trade at $6.14 on October 23. At these price levels, we retain a neutral rating in anticipation of a brighter outlook, but acknowledge challenges lay ahead.

SELL RECOMMENDATIONS

SELL – ASX Limited (ASX)

The Australian financial markets operator confirmed higher expenses at its annual general meeting on October 23. Total expense growth is forecast to range between 14 per cent and 19 per cent in fiscal year 2026 compared to the prior corresponding period. This includes operating expenses of between $25 million and $35 million related to the company’s response to the inquiry undertaken by the Australian Securities and Investments Commission (ASIC). Risks to the revenue outlook in the medium term have also edged higher with ASIC granting approval for Cboe Australia to list new companies, which could challenge ASX’s dominant listings structure.

SELL – WEB Travel Group (WEB)

This global business-to-business group services the travel industry. The company’s technology connects hotels and other travel sellers to a diverse network of travel buyers across the world. A strong euro relative to the Australian dollar has provided a tailwind, which, in our view, is likely to moderate moving forward. In a recent company update, total transaction value (TTV) margins should be at least 6.5 per cent in fiscal year 2026. It posted TTV margins of 6.7 per cent in full year 2025. First half 2026 TTV margins are expected to range between 6.2 per cent and 6.4 per cent. The shares have fallen from $5.26 on May 28 to trade at $4.29 on October 23. Other stocks appeal more that this stage of the cycle.

Don’t Buy Just Yet

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