Bell Potter analysts' top stock picks for FY25

In this report, Bell Potter's analysts share their views on the outlook across 14 sectors and nominate their best ideas, from Technology to Mining Services. 

The report is presented in a PDF containing a brief commentary on each sector, the analysts' top ideas, ratings, and target prices for 38 stocks.

Industrials Analysts Chris Savage and Michael Ardrey outline their view that a stabilising interest rate environment and a strong lead from the Nasdaq provide a favourable set-up for technology stocks

"We note there has already been a strong rally in tech stocks offshore in anticipation of interest rate cuts – the NASDAQ is at an all-time high – but there has not been anywhere near as strong a rally in Australia."

Energy analysts Stuart Howe and Regan Burrows note the volatility in uranium equities; however, they believe the fundamentals remain favourable.

"In our opinion, the near-term outlook for uranium hasn't changed, we continue to see an undersupplied market out to the end of the decade which should be supportive of the commodity price and equities."

For the full report and to access all the analysts' top stocks, please download the attached PDF report.