ASX:SCG

SCENTRE GROUP

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Patrick Poke

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014, Amazon remained outside the world’s top 10 companies, Telstra’s share price peaked at over $6.60 per share, and Afterpay was nothing more... Show More

Property
Matthew  Coleman

If you’re an Australian Real Estate Investment Trust (AREIT) investor looking for reliable, stable income, you are being misled. The AREIT Index is not what you think and Goodman’s latest result shows how much you’re being led astray.Describing its mission as “logistics space for the world’s greatest ambitions”, Goodman is... Show More

Equities
Rudi Filapek-Vandyck

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in a solid second, well ahead of the average equity or property market, but real estate investment trusts (REITs) have been... Show More

Hugh Dive

Commentary on house prices was a major topic in Australia’s media throughout 2018. As a nation whose taxation system incentivises home ownership, falling prices – although coming off close to 10 years of solid annual compounding gains – understandably generate a large amount of media coverage and community interest. Show More

Equities
Alex Cowie

Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More

James Gerrish

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

Michael  Doble

Australia's premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in strong locations, and with an extraordinary diversity of sources of income. This helps make the security of their earnings as attractive as any in... Show More

Michael  Doble

Everyone shops on the Internet these days, don’t they? That’s why Armageddon looms for retailers and therefore investors in retail property. If you’re looking for a reason why the share price of Retail AREITs in the ASX 300 are down 2.3% over the last two years, there’s your answer. Show More

Livewire Exclusive

Monopoly is the ultimate real estate game, but it also has some important lessons for real life property investors. In Monopoly, there are three things that determine which squares are the best to own: 1) The likelihood of players landing on them, 2) The ‘price to earnings’ ratio i.e. how... Show More

Patrick Poke

This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of experience. All the presenters and panellists had interesting things to say, but for me, there were two standouts. The first of these I... Show More

Michael  Doble

The retail sector faces Armageddon! Amazon’s arrival is killing lazy, inept local outfits, and online retail sales are booming. It’s just a matter of time before the tumbleweed rolls down the empty corridors of your local shopping centre... Show More

Hugh Dive

This morning European property company Unibail-Rodamco announced that it had entered into an agreement to acquire Westfield (WFD) to create a global developer and operator of flagship shopping centres in the US, UK, the Netherland and France. This deal values WFD at A$33 billion, or at a price earning multiple... Show More

James Gerrish

Finally, a day that saw the market close near the highs of the session and importantly, above the 6000 mark for the first time in around 12 days. Some good buying in the unloved REIT sector following speculation of a deal for Westfield which went into a trading halt early... Show More

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