E-Commerce And Urbanization Will Expand Retail Center Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Consensus Narrative from 11 Analysts

Published

10 Mar 25

Updated

01 May 25

AnalystConsensusTarget's Fair Value

AU$2.47

1.1% undervalued

04 Sep

AU$2.44

1Y

3.8%

7D

-0.4%

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1Y

3.8%

7D

-0.4%

You can edit this narrative until May 12 6:01 AM. Then, changes will post as Updates.

Author's Valuation

AU$2.5

1.1% undervalued

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 6.35%

Shared on24 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 has decreased discount rate from 8.2% to 7.3%.

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
Fair value Decreased 2.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$2.47

1.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.42%

Retail REITs revenue growth rate

0.07%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.71%

Calculation

AU$258.56m

Earnings '28

x

13.75x

PE Ratio '28

=

AU$3.55b

Market Cap '28

AU$3.55b

Market Cap '28

/

1.15b

No. shares '28

=

AU$3.08

Share Price '28

AU$3.08 Share Price '28

Discounted to 2025 @ 7.67% p.a.

=

AU$2.47

Fair Value '25