ASX:MGR

5 key considerations for FY19

Hugh Dive

At the start of every year, most fund managers will sit down and try to identify the key considerations or issues that their portfolio will likely face over the coming twelve months. Below are what Atlas see as the five key considerations for equity investors for the 2019 financial year. Show More

ASX:AMP ASX:BLD ASX:IFL ASX:MGR asx:cgc ASX:RWC FY19 OUTLOOK

Key themes and takeaways from AREIT reporting season

Mark  Mazzarella

It was a solid reporting season for the AREIT sector. In this wire, we review the performance, pull out the key themes to emerge, and identify ten specific takeaways from the retail, office and industrial sectors. Show More

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

What Mattered Today; NAB rallies on decent trading update

James Gerrish

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More

ASX:AMP ASX:CBA ASX:MIN ASX:MGR ASX:NAB ASX:RIO ASX:AGL ASX:CMA

First Impressions from Reporting: AGL, AMP, TAH and MGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including AGL Energy (AGL), AMP (AMP), Tabcorp Holdings (TAH) and Mirvac Group (MGR) with links through to more detailed reports. Show More

Join the conversation

See what The CEO's thought of Housing, the NBN and Banking this week

NAOS Asset Management

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More

ASX:DMP ASX:FLT ASX:FMG ASX:MGR ASX:ORI ASX:WBC ASX:NAC ASX:CTN ASX:NCC

Thoughts on Myer and the wider market

Pat Barrett

At the Bank of America Merrill Lynch AREIT conference in Sydney, panels discussed how to keep the mall relevant, the strength of the Sydney commercial market, policy impacts upon the residential sector and capital flows. Meanwhile, Myer released their revised strategy, offering insights into the department store sector. The key... Show More

areit ASX:MGR ASX:MYR ASX:WBC ASX:KGR

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

Join the conversation

Determining an investment opportunity with Mirvac

Michael Gable

After reporting well in August, Mirvac (MGR) is now trading near multi-year highs. Do the fundamentals stack up at these pricing levels, and what are the charts suggesting for an entry level? Show More

fairmont equities ASX:MGR

Are the supermarkets a better bet than their landlords?

James Gerrish

Both areas of the market offer reasonable yields, the Supermarkets are fully franked, the landlords aren’t however the main question should be around earnings and importantly, the outlook for those earnings over the foreseeable future. Show More

Executive Series : Mirvac Group (MGR) CIO, Brett Draffen

CommSec

In this short video we discuss MGR’s full year results, which included an NPAT increase of 13 per cent to $1.16 billion, driven by property valuation uplifts in the investment portfolio. Show More

australian property ASX:MGR Mirvac Group

First Impressions from Reporting

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including QBE Insurance (QBE), ASX (ASX), Wesfarmers (WES), Cochlear (COH), Telstra Corporation (TLS), Mirvac (MGR), Tatts Group (TTS), Treasury Wine Estates (TWE) and Adelaide Brighton (ABC) with links through to more detailed reports. Show More

So how much risk are you taking?

Vince Pezzullo

Markets have a tendency to move between states of fearing the future where there is no justification for being in markets (usually coincides with market bottoms), to believing that risk is easily measured and controlled whereby the fear of missing out is all encompassing (correlations with a market top is... Show More

From Bondi to Badgerys: A Tour of Sydney residential property

Pat Barrett

This week I attended a tour of Sydney residential projects stretching from Bondi to Badgerys Creek. The Moreton project at Bondi highlights everything that is great about Mirvac's residential business. Firstly to gain control of the site in Bondi, and secondly the quality of the product. Mirvac launched this project... Show More

ASX:LLC ASX:MGR ASX:SGP

Sunset Strip > Trading Day Wrap From Blue Ocean 20170427

Mathan Somasundaram

Local market made an unconvincing positive day after US market lost steam on the tax reform agenda release. US tax reform agenda was a yawn as expected. It looked like a high school project but with less detail. It was a one pager that stated pre-election slogans with not much... Show More

The Only Australian Value REIT

Nicholas Sproats

Heather Ridout (Australian Super Chairperson) has been banging the table on gender diversity at the board level of Australian companies, and right she should. Only 22% of Australia’s top 200 listed companies have women on their board – not a majority, not the Chair, just at least one – and... Show More

It's no surprise there's no surprise

Pat Barrett

With REITs earnings largely derived from contractual rental income, it's no surprise that the sector has delivered solid earnings growth and that there's been no earnings surprises. The general trends thus far have been further cap rate compression (massive demand for real estate), debt cost savings, further corporate efficiencies and... Show More

Goodman Group, Mirvac, Sydney Airport, Origin Energy - First Impressions from reporting

Bell Potter

Goodman Group: Net tangible assets (NTA) per security increased 3% to $4.24 (current price $7.22) | Total assets under management of $34.8 b, external assets under management increased to $30.1bn | Development WIP at $3.5 billion across 81 projects in 14 countries | Property fundamentals remain robust : Occupancy maintained... Show More

ASX:GMG ASX:MGR ASX:ORG ASX:SYD Longform February 2017 Reporting Season

My Kids Can't Afford The Rent

Nicholas Sproats

There’s a residential real estate affordability problem (I’m not fond of the word ‘crisis’ because not many things really are a crisis) in this country. Affordability, no matter what the good or service, is generally due to scarcity, or to put it another way demand supply imbalance. How do you... Show More

Join the conversation

Quintessentials: The continuing “search for yield”

Bell Potter

The Australian share market is currently offering a 4.5% yield (80% franked), which is slightly below the long-term average of 4.6%. However, grossed up for franking credits, the dividend yield is 6.0%, which is well above 90 bank bills (1.8%), the 10-year bond yield (2.8%), and 12-month term deposits at... Show More