Morgans' Top Large-Cap Picks for November 2025
Morgans has identified the large-cap stocks that are expected to offer the best risk-adjusted returns and more upside over the next 12 months.
The growth is broadly spread across sectors, indicating healthier profitability across the market. However, valuations remain a hurdle, limiting multiple expansion rather than signalling downside price risk.
Concentration risk and ongoing macroeconomic uncertainty will continue to cause significant stock divergence, requiring investors to remain nimble and alert.
This month, Morgans has updated its large-cap Best Ideas, adding Aristocrat and removing Treasury Wine Estates, WiseTech, and Light & Wonder.
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.
Author's summary: Morgans updates its large-cap picks for November 2025.
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