Stock picks from our team of market veterans.
In the second last week of the reporting season ending Friday August 22, 2025, FNArena tracked 16 upgrades and 35 downgrades for ASX-listed companies from brokers monitored daily.
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
Small caps are finally finding their groove. So far in August they have significantly outperformed large-caps – a trend that could continue into FY26. Having followed and written about small cap stocks for over three decades, I think conditions are ripe for more sustained small cap outperformance in FY26.
On valuation grounds, my view is that our Big Four banks are all candidates for a ‘sell’ rating. But they’re not the only popular stocks where analysts are warning of clear over-valuation and potential for share-price degradation.
In the second last week of the reporting season ending Friday August 22, 2025, FNArena tracked 16 upgrades and 35 downgrades for ASX-listed companies from brokers monitored daily.
Last week, there were eleven upgrades and fourteen downgrades of stocks monitored by the major brokers
Last week, there were four upgrades and eight downgrades of ASX stocks monitored by the major brokers.
Following the lead of the USA, the Australian share market recorded its fourth consecutive month of gains in July. All sectors, with the exception of financials, finished in the “green”. Year to date, the market is up 7.2% and with dividends included, 9.0%.
For the week ended Friday, August 1, 2025, FNArena tracked five upgrades and eight downgrades for ASX-listed companies from brokers monitored daily.
For the week ended Friday, July 25, 2025, FNArena tracked eight upgrades and twenty-two downgrades for ASX-listed companies from brokers monitored daily.
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