The ASX share market volatility is painful for investors who own shares. However, it's also presenting opportunities for brave Aussies who want to put some money to work.
If I could pick whether to invest at a higher price or a lower price, I'd obviously choose the cheaper price. But that lower price has come as a result of significant uncertainty related to US tariffs and how that's going to play out.
I've already highlighted a number of stocks where I see opportunities, such as Pinnacle Investment Management Group Ltd (ASX: PNI), GQG Partners Inc (ASX: GQG) and Betashares Nasdaq 100 ETF (ASX: NDQ).
There are two more ASX shares I want to call out as opportunities in this article, so let's get into it.
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Siteminder Ltd (ASX: SDR)
This hotel software business has seen a significant decline during this volatility. Since 25 February 2025, the Siteminder share price has dropped 44%. With this compelling ASX share down so much, I think it's a good time to look at the business.
It provides a hotel distribution and revenue platform called Siteminder and an all-in-one hotel management software offering for small accommodation providers called Little Hotelier. The company generates more than 125 million reservations worth over A$80 billion of revenue for hotel customers each year.
Despite the difficult share price reaction, its financial performance in the last report was solid. The FY25 first-half result showed total revenue growth of 13.9% to $104.5 million, and annualised recurring revenue (ARR) increased 18.4% to $216.2 million.
The company also reported promising progress on winning larger hotel properties, with the number of net rooms added increasing by more than 50% year over year.
The business's profitability is also increasing – its underlying gross profit margin increased by 118 basis points to 66.9% in HY25, which means its revenue dollars are more profitable. This helped underlying operating profit (EBITDA) reach $5.3 million, improving from a loss of $1.2 million in HY24.
With a significantly lower share price, rising revenue, and increasing profit margins, this ASX share is one to watch.
Guzman Y Gomez Ltd (ASX: GYG)
This business is a quick-service restaurant company focused on Mexican food. It has a major presence in Australia, as well as in Singapore, Japan, and the US. The restaurants are a mixture of company-owned and franchise restaurants.
There aren't many businesses on the ASX that have significant growth intentions like GYG does. Over the next couple of decades, the business hopes to reach 1,000 Guzman Y Gomez locations in Australia. I think there is also a lot of growth potential in overseas markets – Japan and the US have much larger populations than Australia. It could also expand to other countries.
The company is aiming to open plenty of GYG restaurants each year while also achieving rising profit margins.
In the recent update regarding the third quarter of FY25, the ASX share said its total network sales growth was 23.6% to $289.5 million. This was helped by strong comparable sales growth of 11.1% across Australia, Japan and Singapore.
In five years, I think this business could be much bigger and make a lot more profit, making it an appealing option today.
