Search ASX code:
Generic filters

Search ASX code:
Generic filters

Search ASX code:
Generic filters

Search ASX code:
Generic filters

22 ASX shares to watch in 2022: Part 1

New year. New me. New watchlist?

Over the coming days, I’ll be introducing 22 stocks I think are worth tracking over 2022.

Not all will be winners. Some will even be losers. But each offers the potential for market-beating returns.

Let’s dive into the first four.

1. Airtasker Ltd (ASX: ART)

Online jobs platform Airtasker is a company that divides market participants.

It’s essentially the online version of the Yellow Pages, connecting potential customers with skilled contractors.

From an investor’s lens, Airtasker is capital-light, has relatively fixed costs, and is the clear number one in Australia.

However, in its latest quarterly update it recorded just 6.2% year-on-year growth and a cash outflow of operations of $4.08 million.

Admittedly, Airtasker is currently cycling elevated prior year comps. But the growth and outflow is a concern given it should be a cash-generating machine.

Nonetheless, it will be one to watch over 2022.

2. Qantas Airways Limited (ASX: QAN)

Similar to Airtasker, the flying kangaroo is another company dividing the market.

Bulls will point out that its main competitor, Virgin, is a shell of its former self.

Additionally, Qantas has stripped $650 million out of its cost base, which will materially improve its profitability given the low-margin nature of airlines.

Add in soft prior year comps and the FY22 and FY23 results will look very flattering.

However, it’s still an airline. Business travel won’t be the same, and even leisure is now a more arduous process with the testing and paperwork required just to step on a plane.

Qantas might be a better airline post-pandemic, but will that result in better shareholder returns?

3. Whitehaven Coal Ltd (ASX: WHC)

The rise of ESG investing, particularly over the past 18 months, has led to institutions and fund managers shunning old-world energy companies.

In fact, many pension and superannuation funds are not even allowed to own coal companies on environmental grounds.

However, coal is still required (at least over the medium term) to keep the lights on. To illustrate, Indonesia today banned exports of coal over concerns it could not meet its own domestic demand.

With Whitehaven trading on less than 3-times analyst profit expectations, could private investors fill the void?

4. Tabcorp Holdings Limited (ASX: TAH)

It’s been a difficult 18 months for Tabcorp.

Its gambling operations face increasing competition from the likes of digital disruptors such as Sportbet.

Furthermore, traditional TAB venues have been closed sporadically due to pandemic restrictions.

So what’s to like?

The business is set to demerge its lotteries division in 2022, which could be the catalyst for a rerating of the Tabcorp share price.

Here’s why Tabcorp (ASX:TAH) is splitting in two

Lotteries is the opposite of gambling. It faces no competition, benefits from the shift to digital, and is capital-light.

Subsequently, I’ll be keeping a keen eye on Tabcorp over 2022.

Are you stuck wondering where to invest right now? Have you got cash 'sitting on the sidelines'? Are you looking for dividend income AND growth but don't know where to start? Rask's expert ASX analyst team has just released a full report, detailing where we'd invest $10,000 right now.

Not only are we offering these 11 investment ideas completely FREE, we've also released an in-depth podcast to go with the report!

So, whether you have $2,000 or $50,000, our brand new analyst report could help transform your watchlist. Right now, you can get the full analyst report emailed to you for FREE by CLICKING HERE NOW or simply entering your email below.

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Are you stuck wondering where to invest right now? Have you got cash 'sitting on the sidelines'? Are you looking for dividend income AND growth but don't know where to start? Rask's expert ASX analyst team has just released a full report, detailing where we'd invest $10,000 right now.

Not only are we offering these 11 investment ideas completely FREE, we've also released an in-depth podcast to go with the report!

So, whether you have $2,000 or $50,000, our brand new analyst report could help transform your watchlist. Right now, you can get the full analyst report emailed to you for FREE by CLICKING HERE NOW.

At the time of publishing, Lachlan does not have a financial interest in any of the companies mentioned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

LIVE ASX Chat - Join in!

Play Video

Keep reading:

Rask Analyst’s $10,000 Hypothetical Portfolio 

Rask Australia’s expert analysts have just released 11 stock & ETF positions they’d buy right now as part of a $10,000 hypothetical portfolio. 

Completely free, this report comes with the exact ticker codes, how much the analysts would invest and a detailed over the company and why we like it. Plus a 60-min podcast! 

Simply enter your email address and we’ll send you the report.

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.