Bell Potter’s top stock picks for FY22
In this report, our analysts share their sector view and top stock picks for FY22 across a range of sectors including listed investment companies, agricultural & FMCG, technology, discretionary retail, industrials, engineering and construction, healthcare, resources, energy and strategic minerals.
For listed investment companies, Hayden Nicholson says that while the average market discount to underlying asset value has materially contracted, he anticipates income dependency, sector consolidation, investor activism and strong performance to drive further realisation of value.
Industrials analyst Chris Savage says he remains positive on the technology sector and shares three ideas that represent attractive absolute or relative value.
The report includes extensive coverage on the healthcare sector with analysts John Hester, Tanushree Jain and Elyse Shapiro sharing views across nine stocks
Resources and energy also receive significant coverage with nickel, copper and gold stocks receving the tick from senior analyst David Coates. To read about these stocks and the rest of the team's picks in our full 17-page report covering our 39 top stock picks for FY22, read the full report below.
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Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to a diversified client base that includes individuals, institutions and corporations.