Are you hunting big returns for your investment portfolio?
If you are, then don't miss out on the ASX 200 shares listed below that analysts have named as buys and tipped to rise strongly from current levels.
Here's what you need to know:
CSL Ltd (ASX: CSL)
The team at Bell Potter sees significant value in CSL shares at current levels.
The broker has a buy rating and $335.00 price target on the biotechnology company's shares. This implies potential upside of approximately 28% for investors over the next 12 months.
Commenting on the ASX 200 share, the broker said:
While the declining US flu market has caused headwinds for Seqirus, Behring continues its strong growth outlook and positive margin recovery, which we expect will continue to drive double digit earnings growth for the group over the mid-term.
HMC Capital Ltd (ASX: HMC)
Another ASX 200 share that could be a buy according to analysts is this diversified alternative asset manager.
That's the view of analysts at Goldman Sachs, which have just put a buy rating and $12.30 price target on its shares. This suggests that upside of 25% is possible for investors.
It likes the company due to its growth strategy and recent diversification away from traditional real estate. It said:
We are Buy rated given HMC's FUM growth strategy and diversification away from classic Real Estate and into Digital Infrastructure (including DigiCo) among various other strategies including Energy Transition and Private markets.
On the latter we see four key factors supporting FUM growth in the medium term, including: i) increased investor allocation to private markets, ii) a positive skew in borrower preferences to private credit, iii) a structural shift in the public markets to larger deal sizes, and iv) an acceleration in commercial real estate credit due to Australia's undersupply of housing stock.
Iluka Resources Limited (ASX: ILU)
Finally, Goldman Sachs also sees significant value on offer from this mineral sands and rare earths company's shares.
The broker has a buy rating and $7.00 price target on them. This implies potential upside of approximately 60% for investors over the next 12 months.
Speaking about Iluka, the broker said:
Compelling Mineral Sands FCF and Rare Earth growth potential: ILU is trading on a FCF yield of ~20% in 2026E without the RE refinery capex. We are positive on ILU's project pipeline and forecast >20% production growth in mineral sands volumes, ~18ktpa of Rare Earths (~4ktpa of high value NdPr) over the next 5yrs. We think ILU's Eneabba RE refinery is a strategic asset considering it will be only the fifth Western World RE refinery.
