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Scentre Group Community
ASX:SCG Community- 1 Narratives written by author
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Community Investing Ideas
Capital Intensive Projects Will Suffer As E-Commerce Erodes Foot Traffic
Key Takeaways Overestimation of physical retail resilience and elevated redevelopment spending expose the company to risks from shifting consumer habits and economic downturns. Heavy reliance on discretionary retail tenants and ambitious development plans could undermine earnings stability amid rising online competition and ESG-related costs.
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AN
AU$4.27
3.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-7.35% p.a.
Profit Margin
62.09%
Future PE
21.29x
Share price in 2028
AU$5.38