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BWP Trust Community

ASX:BWP Community

1 Narratives written by author
1 Comments on narratives written by author
9 Fair Values set on narratives written by author

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Suburban Retail Will Stumble Amid E-Commerce And Bunnings Challenges

Key Takeaways BWP Trust faces risks from reliance on Bunnings, limited diversification, and shifts toward e-commerce and smaller retail formats reducing demand for its properties. Rising interest rates, increased capital expenditures, and changing retailer strategies threaten earnings stability, net margins, and long-term asset values.

AU$3.86

FV

6.8% undervalued

2.90%

Revenue growth p.a.

1

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6

3 days ago