8 ASX names Macquarie says are ready to run in a rebound (plus a “least preferred” stock)

LiveWire2025-11-18

The equity gods may have cast rainy days over the Australian sharemarket, but Macquarie encourages investors not to despair - rather, to prepare for opportunity. Market Index data shows the ASX 200 is...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2584676626?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-18 04:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2584676626","market":"nz","top_or_hot":-1,"title":"8 ASX names Macquarie says are ready to run in a rebound (plus a “least preferred” stock)","media":"LiveWire","content":"<div>\n<p>The equity gods may have cast rainy days over the Australian sharemarket, but Macquarie encourages investors not to despair - rather, to prepare for opportunity.\nMarket Index data shows the ASX 200 is...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/8-asx-names-macquarie-says-are-ready-to-run-in-a-rebound-plus-a-least-preferred-stock\">Source Link</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 ASX names Macquarie says are ready to run in a rebound (plus a “least preferred” stock)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 ASX names Macquarie says are ready to run in a rebound (plus a “least preferred” stock)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 04:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/8-asx-names-macquarie-says-are-ready-to-run-in-a-rebound-plus-a-least-preferred-stock><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The equity gods may have cast rainy days over the Australian sharemarket, but Macquarie encourages investors not to despair - rather, to prepare for opportunity.\nMarket Index data shows the ASX 200 is...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/8-asx-names-macquarie-says-are-ready-to-run-in-a-rebound-plus-a-least-preferred-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RMD.AU","symbol_name":"Resmed DRC","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/8-asx-names-macquarie-says-are-ready-to-run-in-a-rebound-plus-a-least-preferred-stock","article_id":"2584676626","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/8-asx-names-macquarie-says-are-ready-to-run-in-a-rebound-plus-a-least-preferred-stock","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584676626","pubTimestamp":1763409620,"columns":[],"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"The equity gods may have cast rainy days over the Australian sharemarket, but Macquarie encourages investors not to despair - rather, to prepare for opportunity.Market Index data shows the ASX 200 is down over 5%from its 21 October record high and was within a whisker of a five-day losing streak. It alsobriefly touched its 200-day moving averagefor the first time since late April.But, for patient investors, bad news is good news. Right?In a report published yesterday, Macquarie's analysts point to the positives.equities into 2026. Australia's consumer is the most optimistic in years,while business conditions are improving. Ex-US global momentum is still. indigestion for equities as RBA cuts have been priced out, and a similar. \"We think we are in a correction, as leading indicators are improving.That said, another Fed cut would help stocks regain momentum,\" Macquarie says.“If we're right that this is a correction, the ASX 200 should find more support near the 200-day . We think a rebou","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"RMD.AU":"Resmed DRC","XAO.AU":"标普/澳交所 普通股指数","BK7015":"非传统电信运营商","BK7043":"互联网服务与基础架构","BK7503":"科技股","AGM":"联邦农业抵押贷款公司","BK7511":"ESG概念","ABB.AU":"Aussie Broadband","BK7143":"汽车零售","BK7123":"互助储蓄与抵押信贷金融服务","AGM.AU":"Australian Governance and Ethical Index Fund","BK7016":"应用软件","AOV.AU":"Amotiv","AFG.AU":"AUSTRALIAN FINANCE GROUP LTD","BK7046":"综合性资本市场","APE.AU":"Eagers Automotive Ltd","BK7160":"商业和住宅抵押贷款融资","BK7501":"新冠治疗股","BK7051":"机动车零配件与设备","MP1.AU":"MEGAPORT LTD","BK4229":"商业和住宅抵押贷款融资","WTC.AU":"WISETECH GLOBAL LTD","BK4195":"互助储蓄与抵押信贷金融服务","BK7078":"赌场与赌博","XKO.AU":"标普/澳交所 300指数","JIN.AU":"JUMBO INTERACTIVE LTD","BK7007":"医疗保健设备","XJO.AU":"标普/澳交所 200指数","MQG.AU":"Macquarie"},"translate_title":"麦格理表示已准备好反弹的8只澳大利亚证券交易所股票（加上一只“最不受欢迎”的股票）","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MQG.AU":1.5,"AGM":1,"ABB.AU":1,"AOV.AU":1,"WTC.AU":1,"AFG.AU":1,"JIN.AU":1,"RMD.AU":1,"AGM.AU":1,"APE.AU":1,"MP1.AU":1,"XJO.AU":0.6,"XAO.AU":0.6,"XKO.AU":0.6},"content_text":"The equity gods may have cast rainy days over the Australian sharemarket, but Macquarie encourages investors not to despair - rather, to prepare for opportunity.\nMarket Index data shows the ASX 200 is down over 5% from its 21 October record high and was within a whisker of a five-day losing streak. It also briefly touched its 200-day moving average for the first time since late April.\nBut, for patient investors, bad news is good news. Right?\nIn a report published yesterday, Macquarie's analysts point to the positives.\n\"We remain positive on the growth outlook and\nequities into 2026. Australia's consumer is the most optimistic in years,\nwhile business conditions are improving. Ex-US global momentum is still\nstrong and global easing continues,\" they write.\nStronger growth has caused some\nindigestion for equities as RBA cuts have been priced out, and a similar\ndynamic is occurring globally. But stronger growth is generally good for markets.\n\"We think we are in a correction, as leading indicators are improving.\nThat said, another Fed cut would help stocks regain momentum,\" Macquarie says.\nAnother additional factor is that the ASX annual general meeting (AGM) season has seen net guidance upgrades, a key signal for improving economic activity.\nWhy do markets feel strange right now?\nIf the market feels strange, Macquarie says it’s because we’ve entered what they call a “style bizarro world.”\nOver the past six months, their analysts observe:\n\n“Loss makers are the best performing group.”\n“Quality has underperformed… including quality compounders.”\n“Growth is another underperformer.”\n“Some value styles have outperformed, but Value traps have done the best.”\n\n\nIn other words, investors have been backing unprofitable companies, value traps and speculative growth, while traditional quality and growth names have lagged badly.\nIt’s the kind of short-term distortion that echoes the famous phrase: \"In the short term, the market is a voting machine; in the long term, it’s a weighing machine.\"\nAnd Macquarie’s view is firm:\n“This won’t last.”\nHistorically, when these anomalies unwind, companies in the sweet spot of low risk and good value lead the recovery. But before that happens, Macquarie sees a different group of stocks as best placed for the rebound.\nMacquarie’s top picks for the post-correction rebound\nMacquarie believes the ASX is close to support near the 200-day moving average, with the next move higher likely to favour companies dragged down by the selloff but supported by positive earnings momentum.\n“If we're right that this is a correction, the ASX 200 should find more support near the 200-day (~8,500). We think a rebound could benefit stocks with momentum caused by the correction, but with recent positive revisions,\" they write.\nHere are the eight outperform-rated names they believe fit that profile:\n1. Australian Finance Group (ASX: AFG)\nMacquarie notes AFG's surging mortgage lodgments and stabilising market share.\n\"1Q26 mortgage lodgment volumes +26%; major lender share 59%,\" they said.\n\n\n\n\n\n\n\n\n\n\nAFG's one-year share price chart (Source: Market Index)\n\n2. Zip Co (ASX: Z1P)\nOne of AGM season’s strongest improvers, helped by US transaction growth and better cash margins.\n\n\n\n\n\n\n\n\n\nZip's one-year share price chart (Source: Market Index)\n3. Eagers Automotive (ASX: APE)\nLeveraged to a recovering consumer confidence.\n\n\n\n\n\n\n\n\n\nEagers' one-year share price chart (Source: Market Index)\n4. Jumbo Interactive (ASX: JIN)\nThe company confirmed FY26 guidance on its UK and US subsidiaries.\n\n\n\n\n\n\n\n\n\nJumbo Interactive's one-year share price chart (Source: Market Index)\n5. Amotiv (ASX: AOV)\nThe automotive products company affirmed FY26 EBITA of $195m; 1Q26 revenue of 3%, and better pricing in the second-half. \n\n\n\n\n\n\n\n\n\nAmotiv's one-year share price chart (Source: Market Index)\n6. Megaport (ASX: MP1)\nMacquarie is positive on the company's acquisition of Latitude.sh for $300m and affirmation of FY26 EBITDA of $47-54 million.\n\n\n\n\n\n\n\n\n\nMegaport's one-year share price chart (Source: Market Index)\n7. Aussie Broadband (ASX: ABB)\nRobust subscriber additions and strong FY26 EBITDA guidance.\n\n\n\n\n\n\n\n\n\nAussie Broadband's one-year share price chart (Source: Market Index)\n8. ResMed (ASX: RMD)\nMargin expansion and a slight EPS beat make it a standout defensive.\n\n\n\n\n\n\n\n\n\nResMed's one-year share price chart (Source: Market Index)\nThe \"least preferred\" stock\nMacquarie flags WiseTech (ASX: WTC) as its least preferred stock amid AGM season.\nThe stock sits in the downwards \"momentum with recent consensus downgrades” bucket, and Macquarie expects its upcoming AGM to be a negative catalyst. A recent ASIC/AFP search warrant incident adds to the caution.\n\n\n\n\n\n\n\n\n\nWiseTech's one-year share price chart (Source: Market Index)\n\n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2584676626","isCrawlerRequest":true}