Stock Tips: One expert makes a Sigma call, Aussie Broadband connects with another
Sigma Healthcare and Aussie Broadband are both 'buys' this week. Pic via Getty Images
It’s no easy gig analysing share prices and company performance but somebody’s got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations.
Toby Grimm – Baker Young Limited
BUY
Sigma’s merger with Chemist Warehouse created Australia’s dominant vertically integrated pharmacy group with a high growth outlook given our ageing population and wellness trends.
Pinnacle should benefit significantly from the market’s rally back to all-time highs with base and performance fees likely to exceed recently downgraded expectations.
HOLD
The company’s quarterly production update showed encouraging operational performance, and we note the Hermosa project in the US could be a tier one asset given supportive US critical mineral security policy.
Woodside Energy Group (ASX:WDS)
Alongside a relatively impressive quarterly output report, Woodside has confirmed key development projects are on track reducing risk and improving free cash flow available for distributions.
SELL
Recent share price appreciation underestimates continued competitive challenges and continuing investment needs. Combined with sub-optimal bank operations we see risks of setbacks and would be exiting.
The loss of Commonwealth Bank and potentially ING mortgage insurance contracts (combined worth more than half the business’ premiums in 2024) underscores a lack of competitive advantage and growth.
Tony Paterno – Ord Minnett
BUY
Remains well placed to grow market share as consumers trend to higher speed tiers and the NBN’s fibre upgrade program rolls out.
Australian new vehicles sales increased by 2.4% in Jun-25. ARB’s key vehicle sales increased 15.0% in June, with the SUV and LCV market both lifting.
HOLD
After the recent strategy day, the company’s key messages are on business simplification, continuing cost initiatives and improving retail operations. It expects operational improvements following headcount reductions and warehouse consolidation.
Demand for BKW’s Industrial property developments remain solid, with further growth in rental income expected. In Australia, recent rate cuts are expected to translate into improved housing activity late in 2025.
SELL
EVN delivered a slightly softer quarter result (higher capex), whilst the outlook showed higher costs. Trading expensive at these levels.
We believe the optimistic LYC share price rise since the MP Materials & DoD deal is misplaced. We don’t believe they will benefit and the US has gone all-in on its domestic producer.
The views, information, or opinions expressed in the interviews in this article are solely those of the interviewees and do not represent the views of Stockhead.
Stockhead does not provide, endorse or otherwise assume responsibility for any financial advice contained in this article.
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