Morgans' Top Large-Cap Picks for November 2025
Morgans has identified the large-cap stocks that offer the best risk-adjusted returns and more upside over the next 12 months, with growth broadly spread across sectors.
Valuations remain a challenge, but this is seen as limiting multiple expansion rather than signaling downside price risk. However, concentration risk and ongoing macroeconomic uncertainty will continue to cause significant stock divergence.
- Aristocrat has been added to the large-cap Best Ideas list.
- Treasury Wine Estates, WiseTech, and Light & Wonder have been removed from the list.
Although continued challenges in the Seqirus division may unsettle investors, we see the Behring growth engine intact, with cost savings reinforcing the path to sustained growth.
Investors will need to remain nimble and alert to navigate the market. The update to the large-cap Best Ideas list comes as many important listed companies report to the end of March and September.
Author's summary: Morgans updates its large-cap picks for November 2025.
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