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Australia And New Zealand Trends And AI Will Reshape Markets

Published
02 Mar 25
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
AU$2.22
5.6% overvalued intrinsic discount
28 Aug
AU$2.34
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1Y
36.0%
7D
-4.1%

Author's Valuation

AU$2.2

5.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Aug 25
Fair value Increased 17%

Despite a deterioration in revenue growth forecasts, Centuria Capital Group's significantly improved net profit margin has led analysts to raise their consensus price target from A$1.89 to A$2.13. What's in the News Centuria Capital Group has acquired the Port Adelaide Distribution Centre for $216 million—around a 70% discount to its replacement cost—underpinning a new single-asset industrial fund, with strong occupancy (93%), a 3.4-year WALE, and multiple high-quality tenants; the fund aims to raise $116 million and promises projected distributions of 7.5% in FY26 and 8.5% in FY27 (Key Developments).

Shared on01 May 25
Fair value Increased 0.57%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.