WiseTech & Santos: Top Stock Picks from Australian Experts This Week

2025-06-28
WiseTech & Santos: Top Stock Picks from Australian Experts This Week
Stockhead

Navigating the Australian stock market can feel like a maze, but staying informed is key to making smart investment decisions. Each week, our team of seasoned experts from the Share Tips column sift through the data and provide their top stock recommendations. This week, we're focusing on two companies generating significant buzz: WiseTech Global (WTC) and Santos (STO).

WiseTech Global (WTC): The Logistics Tech Leader

WiseTech Global is a leading provider of cloud-based logistics execution software. Their platform, CargoWise One, is used by logistics providers worldwide to manage freight forwarding, warehousing, and customs brokerage. Analysts are increasingly optimistic about WiseTech's growth prospects due to the ongoing digitalisation of the logistics industry and the company’s strong market position.

Why the expert spotlight? Several factors are driving interest in WiseTech. Firstly, the global supply chain continues to evolve, creating a growing demand for efficient and integrated logistics solutions. WiseTech’s CargoWise One is well-positioned to capitalise on this trend. Secondly, the company has a history of successful acquisitions, expanding its product offerings and geographic reach. While the share price has seen some volatility, experts believe the long-term fundamentals remain strong.

Things to consider: WiseTech's valuation remains a point of discussion. It's crucial to weigh the growth potential against the current price-to-earnings ratio. Monitoring the company’s performance in key markets and its ability to integrate recent acquisitions will also be important.

Santos (STO): Riding the Energy Wave

Santos is one of Australia's largest oil and gas producers, with significant operations in the Cooper Basin and the Gladstone Basin. The energy sector has been experiencing a period of volatility, but Santos has demonstrated resilience and strategic growth.

Why the expert spotlight? The global demand for energy remains robust, and Australia is a key player in the LNG (liquefied natural gas) market. Santos’s investments in new projects, particularly its involvement in the Gladstone LNG project, are expected to drive future earnings growth. The company is also increasingly focused on reducing its carbon footprint, a factor that's becoming increasingly important to investors.

Things to consider: Santos's performance is heavily influenced by global oil and gas prices, which can be unpredictable. Regulatory changes and environmental concerns also pose potential risks. Investors should closely monitor commodity prices and the company's progress in meeting its sustainability goals.

Disclaimer: Share Tips recommendations are for informational purposes only and should not be considered financial advice. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.

About our experts: This week’s recommendations come from Jed Richards, a seasoned analyst with over 15 years of experience in the Australian stock market, and Sarah Chen, a specialist in technology and growth stocks. Their combined expertise provides a balanced perspective on the current market landscape.

Recommendations
Recommendations