Bell Potter's top stock picks for 2021
The “millionaire factory” investment bank Macquarie Group (ASX: MQG), buy-now-pay-later phenomenon Afterpay (ASX: APT), software firm Technology One (ASX: TNE) and fast-food food retailer Domino’s (ASX: DMP) rank among our top picks for 2021.
Each year, Bell Potter analysts share their sector views and top stock picks for the following 12 months.
Our analyst Outlook for 2021 features more than 50 Australian companies spanning each major sector in the local market.
TS Lim flags proven risk management, defensive qualities, balance sheet health and free cash flow as the primary criteria among banks and general insurers, picking a big-four bank and a regional bank alongside Macquarie for his top-3 in the sector.
Lafitani Sotiriou’s list of top picks in fintech and diversified financials includes a couple of BNPL players alongside established names like fund manager Pendal Group (ASX: PDL) (formerly BT Investment Management) and others.
Among listed vehicles, Hayden Nicholson selects a trio of LIC and LIT managers he expects to buck 2020’s trend of large net tangible asset discounts.
And in the FMCG, technology, retail, engineering and construction, healthcare, industrials, energy and hybrid sectors, analysts reveal their top calls for 2021 and explain why they made the cut.
Click the following link for a full run-down on the stocks in the team's 22-page report.
3 topics
5 stocks mentioned