Macquarie's best ASX 200 share picks in each of the 11 market sectors

MotleyFool
16 May

Broker Macquarie has scoured the S&P/ASX 200 Index (ASX: XJO) to provide its best share picks for the next 12 months.

We highlight some of the broker's top picks from each of the 11 market sectors.

Macquarie is tipping particularly strong capital growth over the next year for these stocks.

Top ASX 200 share picks in every sector

Macquarie has given an outperform rating to all these ASX shares and predicts strong capital growth over the next 12 months.

Materials

In the materials sector, Northern Star Resources Ltd (ASX: NST) is among Macquarie's top picks for strong capital growth.

The broker has a 12-month share price target of $26 on the ASX gold mining share, implying a potential 41% gain over the next year.

Macquarie also likes Capstone Copper Corp CDI (ASX: CSC) shares.

It has a 12-month price target of $11.60 on the ASX 200 copper share, implying a potential 52% upside from here.  

Among ASX 200 lithium shares, Macquarie likes Pilbara Minerals Ltd (ASX: PLS).

It expects a potential 54% gain over the next year based on its target price of $2.40.

Healthcare

The broker forecasts strong share price growth for healthcare sector heavyweight CSL Ltd (ASX: CSL).

Macquarie has a price target of $360.30 on CSL shares. This implies a potential 49% upside over the next year.

Technology

Macquarie is positive on Nextdc Ltd (ASX: NXT) shares with a 12-month price target of $21.20.

This suggests a potential 55% gain for investors who buy the ASX 200 tech share today.

Industrials

Macquarie has a 12-month share price target of $6.75 on IPH Ltd (ASX: IPH), implying a potential 37% gain from here.

Energy

Macquarie likes ASX 200 oil and gas share Santos Ltd (ASX: STO) and expects about 31% growth over the next year.

The broker's share price target is $8.50.

Financials

Macquarie is backing Liberty Group (ASX: LFG) shares for strong price growth over the next year.

The broker has a 12-month price target of $4.40 on the ASX 200 financial share, implying a potential 40% upside from here.

Utilities

Macquarie likes AGL Energy Limited (ASX: AGL) shares and expects about 18% growth over the next year, given its $12.29 price target.

Consumer discretionary

Macquarie also names Breville Group Ltd (ASX: BRG) as a top ASX 200 share pick.

The broker expects about 32% capital growth over the next year based on its price target of $41.10.

Macquarie says Breville is one of 17 stocks set to benefit from the US-China tariff deal announced this week.

Consumer Staples

Macquarie is backing Treasury Wine Estates Ltd (ASX: TWE) shares, tipping a 37% annual gain based on its price target of $11.70.

Real estate & REITs

The ASX 200's No. 1 property share Goodman Group (ASX: GMG) has won Macquarie's favour.

The broker has a 12-month share price target of $36.31, indicating a potential 14% gain ahead.

Communications

Among ASX 200 communications shares, Macquarie likes News Corporation CDI (ASX: NWS) with a price target of $58.

This suggests a potential 14% upside for investors from here.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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