ASX:MGR

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

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

“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
Pat Barrett UBS Asset Management

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
Clime Asset Management Funds Management & Stock Research

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
Michael Gable Fairmont Equities

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
James Gerrish Market Matters / Shaw and Partners

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
CommSec Online Stockbroker

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
Bell Potter Stockbroker

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
Vince Pezzullo Perpetual Equity Investment Company (ASX:PIC)

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
Pat Barrett UBS Asset Management

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
Mathan Somasundaram Blue Ocean Equities

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
Nicholas Sproats Fortius Funds Management

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
Pat Barrett UBS Asset Management

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
Bell Potter Stockbroker

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
Nicholas Sproats Fortius Funds Management

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

Quintessentials: The continuing “search for yield”

Bell Potter
Bell Potter Stockbroker

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

Uber - Driving Property Prices Up

Nicholas Sproats
Nicholas Sproats Fortius Funds Management

The “Uberisation” of the world is creating planning outcomes that are reducing the requirement for ‘in-block’ car parking. This is driving up the demand for inner ring real estate where occupiers are more attracted to apartments that don’t come with the extra say $50,000 - $150,000 for the car space... Show More

residential property ASX:MGR Longform uber

Join the conversation

Daily AGM Note, Thursday 17 November 2016

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

First strike at Goodman Group, Empire Oil and Gas, and at Mineral Resources, second strike and board spill at Zeus Resources. Second strike but no Board Spill at Liquefied Natural Gas. Today's Daily AGM Note has the details, plus a selection of voting outcomes from other AGMs today, including Village... Show More

November 2016: Month ahead in AGMs

Avatar fallback
Kym Sheehan The Executive Remuneration Reporter

You can find the main note at this link https://subscriber.theexecutiveremunerationreporter.com.au/archives/16303 and from there you can reach the other notes. ASX Listing Rule 10.17 resolutions to increase the non-executive director fee pool are one theme to look out for. I explain these resolutions in this note https://subscriber.theexecutiveremunerationreporter.com.au/archives/14158 and while many companies... Show More

Earnings reports: BHP Billiton, Domino's Pizza, Mirvac & Invocare

CommSec
CommSec Online Stockbroker

BHP Billiton (BHP) posted a larger than expected headline record loss for the full year 2016, but cost control was better than expected and forecasts were in line https://youtu.be/WYbRae0BNrk Show More

ASX:BHP ASX:DMP ASX:IVC ASX:MGR August 2016 Reporting Season

First Impression: MIRVAC-MGR- FY16 Result

Bell Potter
Bell Potter Stockbroker

Net tangible assets (NTA) per stapled security of $1.92, up from $1.74, at June 2015 (current p rice $2.15). Office portfolio: Occupancy 96.5%, Net operating income like-for-like growth 2.4% as compared to 2.6% in pcp. Retail: Occupancy 99.4%, Net operating income like-for-like growth 2.4% as compared to 2.1% in pcp,... Show More

ASX:MGR