If you're aiming to build a strong investment portfolio, then it is usually a good idea to include a few blue chips in there.
But which blue chip ASX 200 stocks could be buys in January? Here are three no-brainer picks that are rated highly by analysts:
The first ASX 200 blue chip stock that could be a buy in January is biotechnology giant CSL.
The team at Bell Potter is very positive on the company. This is due largely to its positive margin outlook, which is being underpinned by the key CSL Behring business. The broker also feels that its shares are attractively priced based on historical multiples. It explains:
CSL presents an attractive buying opportunity as we anticipate the start of a margin recovery phase for CSL, driving above-market earnings growth over the next few years. CSL trades at a 12-month forward PE of ~28x, representing a discount to its 10-year average of ~31x. Furthermore, the company will continue to deleverage the balance sheet over the next few years. Given the company's proven quality and growth prospects, we believe significant upside remains.
Bell Potter has a buy rating and $345.00 price target on its shares.
Another ASX 200 blue chip stock that could be a buy is data centre operator NextDC.
The team at Morgans is very positive on the company. This is due largely to its exposure to the artificial intelligence (AI) megatrend. It explains:
Digital Realty recently reported a record sales quarter during which it sold double the data centre capacity of its previous high and about four times more capacity than it usually sells in a quarter. This reinforces our view that the significant demand for cloud computing and AI-related digital infrastructure is going to unpin attractive returns and long-term growth.
Our preferred exposure is NEXTDC. It has 17 operational data centres in Australia and nearly a dozen under construction or about to be built across Australasia and Asia.
Morgans currently has an add rating and $20.50 price target on its shares.
Woolworths could also be an ASX 200 blue chip stock to buy now according to Goldman Sachs. It is of course Australia's largest retailer and one of the country's big two supermarket operators.
The broker believes that Woolworths has an advantage over its rivals that its online operations. It said:
We believe WOW has the strongest advantage in winning the digital consumer, with the highest amount of foot traffic to digital assets vs. key peers, the broadest store footprint, and the highest e-Comm penetration. We continue to believe WOW has a multi-year advantage in terms of scale and industry knowledge vs. key industry peers that will help to better insulate it against Amazon risk vs. peers.
Goldman currently has a buy rating and $36.20 price target on its shares.
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。