18 Share Tips – 8th 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 John Athanasiou of Red Leaf Securities, Dylan Evans of Catapult Wealth and Christopher Watt of Bell Potter Securities 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

John Athanasiou, Red Leaf Securities

BUY RECOMMENDATIONS

BUY – WiseTech Global (WTC)

WiseTech develops and provides software solutions to the global logistics industry. WiseTech remains an appealing long term buy despite near term volatility. Strong demand for its CargoWise platform and the shift to transaction-based pricing should expand recurring revenue. The $US2.1 billion acquisition of e2open broadens WiseTech’s global logistics footprint and customer base, creating meaningful cross-selling opportunities. With supply chains under pressure to digitise, WiseTech is well positioned as an artificial intelligence-driven software leader. The recent pull-back provides an attractive entry point into a market leader with structural growth tailwinds, strong margins and proven scalability. The company is forecasting strong revenue and earnings growth in fiscal year 2026.

BUY – Woolworths Group (WOW)

The supermarket giant’s results in full year 2025 disappointed the market. Group sales before significant items were up 3.6 per cent on a normalised basis when compared to the prior corresponding period, but group earnings before interest and tax on a normalised basis fell 12.6 per cent. The shares closed at $33.42 on August 26, the day before the results. The shares were trading at $27.525 on September 4.

In our view, investor reaction appears excessive. The company remains Australia’s leading supermarket chain, benefiting from brand equity, scale and defensive characteristics that support earnings resilience. Investments in digital and e-commerce position Woolworths for structural growth as consumer habits shift online. Cost pressures should ease as inflation moderates, supporting margin recovery. Strong cash flow, a healthy balance sheet and consistent dividends make WOW appealing for income-focused investors. The share price offers an attractive entry point into a defensive staple with long term growth levers and reliable shareholder returns.

HOLD RECOMMENDATIONS

HOLD – Ansell (ANN)

Ansell makes personal protection equipment for healthcare and industrial workplaces. Company sales of $2.003 billion in full year 2025 were up 7.7 per cent on an organic constant currency basis. The company announced an on-market share buy-back of up to $200 million in fiscal year 2026. The company is building durability, supported by strategic acquisitions that strengthen its global footprint in personal protection equipment. Management has positioned ANN for steady performance and long term resilience. In our view, investors should hold and monitor execution on acquisitions and earnings growth rather than initiating new positions at this stage.

HOLD – Domino’s Pizza Enterprises (DMP)

Domino’s reported its first annual net loss since listing, driven by weak international sales, cost pressures and the closure of underperforming stores in Japan and France. A statutory net loss of $3.7 million in fiscal year 2025 was impacted by one-off items. A hold is appropriate as management rationalises the store network, improves operational efficiency and resets the growth strategy. The core business remains resilient, with strong brand recognition in Australia and New Zealand. Guidance is conservative, and while near-term catalysts for a rebound are limited, long term investors should wait for evidence of a recovery before taking new positions.

SELL RECOMMENDATIONS

SELL – Droneshield (DRO)

The company provides artificial intelligence based platforms for protection against advanced threats, such as drones and autonomous systems. Profit after tax of $2.1 million in the first half of fiscal year 2025 was up from a loss of $4.8 million in the prior corresponding period. Revenue of $72.3 million was up 210 per cent. However, DroneShield recently announced it wasn’t selected as a systems integration partner (SIP) for the Australian Department of Defence LAND 156 contract, which we see as a significant setback. The SIP contract, reported to be worth about $45 million, represented a key near term growth opportunity within the broader $1.3 billion program.

In our view, the SIP miss increases uncertainty over near-term revenue, compounded by valuation concerns and reliance on government programs. DroneShield had previously won two contracts under the initial phase of the LAND 156 program. The shares have fallen from $4.23 on August 14 to trade at $3.145 on September 4.

SELL – Kaili Resources (KLR)

The company has exploration projects in Western Australia, South Australia and the Northern Territory. It’s exploring for gold, copper, nickel and rare earths. Exploration licences in regions, including the Yilgarn Craton in Western Australia and Tennant Creek in the Northern Territory, have yet to produce material results, in our view. We believe market capitalisation on September 4 remains disproportionately high relative to tangible assets, making the stock highly speculative. We can’t justify what we consider an inflated valuation.

Dylan Evans, Catapult Wealth

BUY RECOMMENDATIONS

BUY – Wesfarmers (WES)

The industrial conglomerate reported a good result for full year 2025. Net profit after tax, excluding significant items, was up 3.8 per cent on the prior corresponding period in what has been difficult conditions for the retail sector. We expect the retail business, which makes up 85 per cent of group earnings, to continue performing as conditions improve and shoppers benefit from expected easing in inflation and falling interest rates. Future upside can be found in the small, but growing chemical and healthcare divisions. 

Although Dylan Evans has listed Wesfarmers (WES) as a ‘Buy’, Christopher Watt has listed it as a ‘Sell’. Each analyst’s views are their own and they may not always agree with each other.

BUY – National Storage REIT (NSR)

National Storage is the biggest self-storage operator in Australia with about 18 per cent of the market. NSR has been expanding, which has seen occupancy fall in recent results, but should flow through to future revenue as space is leased. In June, it had 274 national storage centres, adding an additional 20 centres in fiscal year 2025. Total centre revenue was up 5.1 per cent in fiscal year 2025 when compared to the prior corresponding period. Underlying earnings were up 6.4 per cent. Offshore interest in the sector can be seen as a positive for NSR in terms of potential corporate activity.

HOLD RECOMMENDATIONS

HOLD – Telstra Group (TLS)

Telstra is finally finding momentum and growth across its two core divisions of mobile and its fixed infrastructure business InfraCo. Revenue growth is modest, but costs are well managed. Cash flow has improved, enabling the company to increase its final fully franked dividend to 9.5 cents a share. It also announced an on-market share buy-back of up to $1 billion. At its core, Telstra is attractive because of its defensive quality and its leading mobile network. This network is a valuable and hard to replicate asset, and one that should enable Telstra to capture additional value.

HOLD – Challenger (CGF)

Challenger is the leading provider of annuities in Australia. Until April 2025, Challenger had been largely trading sideways for several years. But there’s some positive tailwinds emerging. The company reported a statutory net profit after tax increase of 48 per cent in fiscal year 2025 when compared to the prior corresponding period. The full year dividend of 29.5 cents was up 11 per cent. We see additional demand potential as superannuation contributors move into annuities to seek consistent income. Also, the Federal Government is pushing to mandate and promote alternative retirement income products, such as annuities.

SELL RECOMMENDATIONS

SELL – Sigma Healthcare (SIG)

The backdoor listing of Chemist Warehouse via its merger with Sigma Healthcare was one of the largest additions to the ASX in the past few years. The underlying Sigma business is solid, with a strong brand in Chemist Warehouse. However, we struggle to justify the company’s valuation. Sigma trades at a significant premium to peers, despite operating in a highly competitive market. Also, there may be near term pressure on the stock as escrow periods for the founders expire, allowing them to begin selling down from August 28.

SELL – Iluka Resources (ILU)

Iluka is a significant producer of mineral sands used in tiles, paper, paint, insulators and titanium steel. Iluka has recently expanded into rare earths, a new direction for the company. Rare earths have been attracting significant attention due to their importance in electrification, clean energy and batteries. Despite the potential, Iluka’s move into rare earths will require significant capital expenditure and is unlikely to contribute to earnings for several years, in our view. In the meantime, we view the core mineral sands business as volatile. Net profit after tax of $92 million in the first half of fiscal year 2025 was down 31 per cent on the prior corresponding period.

Christopher Watt, Bell Potter Securities

BUY RECOMMENDATIONS

BUY – Amcor PLC (AMC)

The outlook for this global packaging giant is brighter after its transformative merger with US-based Berry Global. Management is forecasting $US260 million in cost synergies within the first year, with about 65 per cent to fall within the second half of fiscal year 2026. Free cash flow is expected to almost double to between $US1.8 billion and $US1.9 billion. The company offers good value for investors seeking steady income and growth. Amcor is positioned for steady earnings from resilient packaging demand, disciplined cost control and stronger free cash flow. A recent share price pull-back and dependable dividends present an attractive entry point. 

BUY – WiseTech Global (WTC)

This logistics software leader continues to power ahead. Total revenue of $778.7 million in full year 2025 was up 14 per cent on the prior corresponding period. The company’s CargoWise platform generated an 18 per cent increase in revenue and now contributes 99 per cent of recurring revenue. Margins were also impressive. Statutory net profit after tax of $200.7 million was up 17 per cent. With new global clients, including Nippon Express and LOGISTEED, WiseTech remains a compelling growth story. With a strong rollout pipeline amid structural logistics digital tailwinds, we believe earnings momentum can continue. The recent share price pull-back presents an appealing entry point.  

HOLD RECOMMENDATIONS

HOLD – James Hardie Industries PLC (JHX)

JHX is a building products maker. Group net sales of $US900 million in the first quarter of fiscal year 2026 were down 9 per cent on last year’s prior corresponding period. The merger with US peer AZEK leaves James Hardie as a leading provider of exterior home and outdoor living solutions. The acquisition could unlock substantial cost savings and significantly enhance commercial upside. However, the key renovation market remains under pressure. For now, investors may be wise to sit tight. Cost synergies remain to be seen from the acquisition. 

HOLD – CSL (CSL)

The biotechnology giant has outlined profit guidance of between $US3.45 billion and $US3.55 billion in fiscal year 2026, up between 7 per cent and 10 per cent in constant currency, alongside a $A750 million buy-back. With a planned demerger of its vaccine division Seqirus by the end of fiscal year 2026, the business remains strategically sound. At these levels, holding CSL Limited shares is a prudent choice. The shares have fallen from $271.32 on August 18 to trade at $209.23 on September 4.

SELL RECOMMENDATIONS

SELL – Wesfarmers (WES)

This industrial conglomerate posted revenue of $45.7 billion in full year 2025, up 3.4 per cent on the prior corresponding period. Net profit after tax, excluding significant items, of $2.653 billion was up 3.8 per cent. Despite owning strong brands, such as Bunnings and Kmart, the company was recently trading on a forward earnings multiple well in excess of its five-year average of about 26 times. Analyst consensus has turned cautious, with a target price of $73.10.

The shares were trading at $90.23 on September 4. While the lithium refinery project is 95 per cent complete, an earnings contribution isn’t expected until fiscal year 2027. The stock has enjoyed a stellar run, but, in our view, the earnings outlook doesn’t justify the current valuation.

Although Christopher Watt has listed Wesfarmers (WES) as a ‘Sell’, Dylan Evans has listed it as a ‘Buy’. Each analyst’s views are their own and they  may not always agree with each other

SELL – ASX Limited (ASX)

The Australian financial markets operator posted a statutory net profit after tax of $502.6 million in full year 2025, up 6 per cent on the prior corresponding period. Total expenses of $460.3 million were up 7.2 per cent. The ASX faces rising cost pressures, with operating expenses forecast to increase between 14 per cent and 19 per cent in fiscal year 2026, partly due to ongoing investigations by the Australian Securities and Investments Commission (ASIC). With limited catalysts, the stock appears expensive at this point, in our view.   

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