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4 ASX stocks to watch in 2026: REA, WTC, NXG & S32 [Part 1/3]

Discover quality ASX mid and large caps with the Australian Investors Podcast. REA, WiseTech, NexGen and South32 analysed with Seneca Financial Solutions.

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About this episode

In this Australian Investors Podcast episode, your host Owen Rask speaks with Luke Laretive and Ben Richards of Seneca Financial Solutions about:

  • Why REA Group (REA) could keep winning despite the noise
  • WiseTech Global (WTC): sticky, high-margin, misunderstood
  • NexGen Energy (NXG): exposure to the world’s best uranium asset?

If you love learning about quality mid/large cap ASX companies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

  • REA Group (REA): still a monopoly with pricing power
  • WiseTech Global (WTC): logistics software juggernaut
  • NexGen Energy (NXG): overlooked uranium upside
  • South32 (S32): a cyclical contrarian opportunity

Episode resources

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Sponsored by:
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  • Nexgen Energy (Canada) Ltd (ASX: NXG), Rea Group Ltd (ASX:REA), WiseTech Global Ltd (ASX:WTC)

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