Why Bell Potter is bullish on these ASX 200 stocks in September

These shares could be worth a closer look according to the broker.

There are lots of options for investors to choose from on the Australian share market.

The good news is that Bell Potter has been busy picking out its top picks to save you time.

But which ASX 200 stocks have been given a thumbs up? Let's find out.

A man sees some good news on his phone and gives a little cheer.

Image source: Getty Images

Amcor (ASX: AMC)

Packaging giant Amcor could be an ASX 200 stock to buy according to Bell Potter.

It believes the merger with Berry Global has transformed the company and positioned it for strong earnings per share growth over the coming years. It explains:

The investment thesis for Amcor is based on its transformative merger with Berry Global, which positions the company for a period of significant growth and quality improvement. The merger is expected to drive two years of double-digit EPS growth, fuelled by an estimated $590 million in synergies, with 80% anticipated to be realised within the first 24 months. Beyond the near-term earnings growth, the merger also creates a more resilient and less cyclical business by increasing its exposure to the defensive home & personal care and pharmaceutical sectors.

News Corporation (ASX: NWS)

Another ASX 200 stock that could be a buy according to the broker is media giant News Corp.

Bell Potter thinks the market is undervaluing and underappreciating the quality and growth of the company's core assets. As a result, it sees value in its shares at current levels. Especially given its positive earnings growth outlook. It explains:

Our positive view on News Corp is driven by a sum-of-the-parts valuation which suggests the market is heavily underappreciating the quality and growth of the company's core assets. The current market price largely reflects the value of its 61% stake in REA Group, effectively allowing investors to acquire the fast-growing Dow Jones business at a steep discount. This valuation opportunity is enhanced by the company's deliberate shift in its revenue mix away from cyclical advertising towards more stable, high-margin enterprise income streams. Dow Jones is central to this strategy and is projected to deliver an 18% revenue CAGR for the next three years, contributing 40% of group EBITDA in FY26, driven by growth in its high-margin B2B Risk and Compliance and Dow Jones Solutions segments.

WiseTech Global Ltd (ASX: WTC)

Finally, this logistics solutions software provider could be an ASX 200 stock to buy in September.

Bell Potter thinks that recent share price weakness has created an opportunity for investors to buy this quality ASX growth share at an attractive price. It said:

WiseTech is a leading global provider of software solutions to the logistics industry, with its market-leading CargoWise One platform used by many of the world's largest logistics providers. The company's quality is underpinned by a highly predictable business model, with around 95% of its revenue being recurring and a customer churn rate of less than 1%. This provides clear and consistent cash flow, enabling a distinct path to deleverage, with management confident in reducing ND/EBITDA from ~3x in FY26 to 1.7x in FY27. Growth is set to scale both organically, through a new commercial model, and inorganically, with the recent E2open acquisition representing a significant opportunity to accelerate penetration into adjacent markets like trade.

Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended Amcor Plc and WiseTech Global. 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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