Australian Investors Podcast 4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3]
Dec 21, 2025
In this discussion, investment pros Luke Laretive and Ben Richards from Seneca Financial Solutions dive into some intriguing ASX stocks. They spotlight REA Group's resilience amidst competition and its pricing power for growth. The duo highlights WiseTech Global's governance issues juxtaposed with its long-term value. They also explore NexGen Energy’s promising uranium assets that could attract acquisition interest and dissect South32, deemed unloved yet featuring solid potential as base metal prices fluctuate.
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REA's Pricing Power Still Intact
- REA Group retains dominant pricing power despite Domain's push and recent share weakness.
- Analysts are too conservative on listing and buy-yield growth, making the current valuation appear attractive.
Buy Quality When The Market Is Pessimistic
- Buy high-quality businesses when market conservatism overstates short-term threats and pushes valuation down.
- Accept being wrong in the short term to own compelling long-term franchises at cheaper prices.
AI Helps Data-Rich Platforms
- AI is more likely an enhancement than an existential threat for listing businesses like REA.
- Firms with superior data and customer access (i.e., REA) will likely benefit most from AI integrations.