Buy, hold, sell: APA Group, Amcor, Mineral Resources shares

S&P/ASX 200 Index (ASX: XJO) shares are up 0.2% to 9,250.1 points on Tuesday. 

Let's check out three stocks with new ratings from James Bills at Shaw and Partners (courtesy The Bull).

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $64.74, down 0.1% today and up 70% over 12 months. 

Bills has a buy rating on this ASX 200 mining share.

Mineral Resources offers exposure to iron ore and lithium, providing leverage to key commodities which are expected to play an important role in global infrastructure development and electrification.

The company retains a high quality asset base, integrated mining service operations and significant long term growth potential.

Its lithium portfolio is positioned to benefit from improving market conditions and increasing production volumes.

For investors willing to tolerate cyclical volatility, recent price levels present an attractive risk-reward opportunity.

Amcor PLC (ASX: AMC)

The Amcor share price is $66.84, down 1% today and down 10% over 12 months.

Bills has a hold rating on this ASX 200 materials share.

He said:

Amcor remains a global leader in packaging, supported by a diversified customer base, a defensive earnings profile and cash flow generation.

The business benefits from steady packaging demand for products, including food, beverages, health care and consumer products. Diversity assists in reducing sensitivity to economic cycles.

While earnings growth is expected to remain relatively modest, the company continues to provide investors with reliable income and operational stability.

Given its defensive characteristics and attractive dividend yield, maintaining a hold position remains appropriate.

APA Group (ASX: APA)

The APA share price is $9.93, up 0.4% today and up 16% over 12 months. 

Bills has a sell rating on this ASX 200 utilities share, and commented:

Higher interest rates and elevated funding costs have reduced the appeal of traditionally defensive infrastructure investments.

In our view, earnings growth is expected to remain relatively subdued, while regulatory and policy uncertainty surrounding Australia's energy transition may create additional challenges over time.

In our view, the stock has a relatively limited growth outlook compared to alternative opportunities within the market.

Given its strong share price performance since January 2025, we believe it's prudent to redeploy capital into investments offering potentially increasing returns.

The post Buy, hold, sell: APA Group, Amcor, Mineral Resources shares appeared first on The Motley Fool Australia.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Amcor Plc and Apa Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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