Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Philippines
/
Real Estate Management and Development
/
Robinsons Land
Create a narrative
Robinsons Land Community
PSE:RLC Community
3
Narratives
written by author
0
Comments
on narratives written by author
177
Fair Values set
on narratives written by author
Community Investing Ideas
Robinsons Land
Popular
Undervalued
Overvalued
Robinsons Land
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Accelerating Urbanization And Digitalization Will Spark Mixed-Use Expansion
Key Takeaways Expansion across retail, office, logistics, and hotels, paired with land bank advantages, positions the company for sustained long-term growth and outperformance over peers. Innovative monetization, reinvestment strategies, and a focus on digitalization and premiumization could significantly boost margins, recurring income, and tenant loyalty.
View narrative
₱28
FV
44.4% undervalued
intrinsic discount
11.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Robinsons Land
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Premium Mixed-Use Expansion Will Capture Urban Demand By 2030
Key Takeaways Expansion into premium segments and logistics is expected to boost margins and diversify recurring income sources. Strategic land banking and capital recycling aim to enhance asset values and support sustainable long-term growth.
View narrative
₱20.71
FV
24.9% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
104
users have followed this narrative
15 days ago
author updated this narrative
Robinsons Land
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Hybrid Work And Oversupply Will Lower Returns But Unlock Value
Key Takeaways Structural shifts in work and retail trends undermine demand for offices and malls, leading to rising vacancies, weaker rent growth, and recurring income pressures. High leverage from aggressive expansion and growing compliance costs from sustainability requirements limit financial flexibility and threaten margins if performance lags expectations.
View narrative
₱13
FV
19.7% overvalued
intrinsic discount
8.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 2 months ago
author updated this narrative