Some stocks of quality companies, currently available at fair valuations could be a buying opportunity for long term investors. Such short term market dips often lead to long term gains.
ASX 200 Shares To Buy This Month
Light & Wonder Inc (ASX: LNW)
Macquarie Group Limited (ASX: MQG)
Vicinity Centres (ASX: VCX)
Challenger Limited (ASX: CGF)
Light & Wonder Inc (ASX: LNW)
posted its Q2 2025 results showing revenue of about U$809 million which stayed nearly flat compared to last year. Net income came in at U$95 million which was higher than the U$82 million it made before in the same period last year. Adjusted EBITDA jumped to U$352 million thanks to good growth across its gaming, SciPlay and iGaming segments. By the end of the quarter the company had total assets of U$6.5 billion . One major move during the quarter was the U$850 million buy of Grover Gaming which boosted its recurring revenues in charitable gaming. Going forward LNW is aiming to keep growing with new digital gaming platforms along with fresh content launches and a U$1.5 billion share buyback plan putting it in a strong position as a diversified gaming company with healthy cash flows.
Macquarie Group Limited (ASX: MQG)
had another solid year with profit for FY25 going up 5% to about A$3.7 billion on net operating income of A$17.2 billion which is 2% higher than last year. MQG earnings per share increased 7% to A$9.79 and the dividend for the year was lifted to A$6.50 keeping a payout ratio of 67%.The company balance sheet is strong with a capital surplus of A$9.5 billion which gives room for more growth. All parts of the business showed strength mainly Banking and Financial Services did well with more loans and deposits while Macquarie Capital gained from private credit and advisory work. Looking ahead MQG is aiming to expand more into private markets along with its digital banking and energy transition segments which will keep it strong as a global diversified player in this space.
Vicinity Centres (ASX: VCX)
had a very good FY25 where its statutory net profit almost doubled from the previous year to about A$1 billion. Funds from operations also went up to A$674 million which shows steady growth. Net property income grew by 3.3% reaching A$918 million mainly because of premium assets like Chadstone and the Outlet Centres. The company have enough liquidity to cover all the FY26 debt payments. On the development side it opened the new Chadstone Market Pavilion and work moved ahead at Chatswood Chase which will open in FY26 along with this the Galleria project also got approval. Occupancy rate of its portfolio is 99.5% and with so many retail projects in pipeline the company looks ready for stable income and long term growth.
Challenger Limited (ASX: CGF)
had a solid FY25 with normalised net profit increasing 9% to A$456 million and statutory profit jumping 48% to A$192 million. It had a normalised return on equity of 11.8%. The company saw record lifetime annuity sales of A$1.1 billion in retail and A$984 million in Japanese annuities which pushed the growth. Funds under management also averaged around A$118 billion which was 12% higher than last year. For FY26 the outlook is strong with NPAT guidance in the range of A$455 to 495 million and dividend growth expected between 66 and 72 cents per share. This keeps Challenger as one of the leaders in retirement income solutions with Australia’s ageing population helping the demand side of things.
(Source: Company Announcements)
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