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Australian Real Estate Dollar's Gain Retailers' Pain

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Australian Real Estate Dollar's Gain Retailers' Pain

UPDATED Mar 22, 2024

Strengthening dollar is a drag on the tourism industry and exports putting pressure on apparel and shoe retailers.

16 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
	RFF Rural Funds Group	AU$2.09	-1.4%	2.5%	AU$810.0m	AU$2.22	PB0.8x	E-26.9%	5.6%
	INA Ingenia Communities Group	AU$5.04	-0.6%	45.7%	AU$2.1b	AU$4.94	PB1.3x	E15.9%	2.2%
	ARF Arena REIT	AU$3.88	8.1%	9.3%	AU$1.4b	AU$3.83	PB1.3x	E9.6%	4.5%
	HMC HMC Capital	AU$7.16	-1.8%	100.6%	AU$2.5b	AU$6.72	PB2.4x	E14.6%	1.7%
	CMW Cromwell Property Group	AU$0.43	0%	-23.7%	AU$1.1b	n/a	PB0.6x	E105.2%	6.9%
	VCX Vicinity Centres	AU$2.10	0%	7.4%	AU$9.6b	AU$2.08	PB0.9x	E14.3%	6.0%
	HPI Hotel Property Investments	AU$3.27	3.2%	-3.3%	AU$637.3m	AU$3.41	PB0.8x	E10.7%	5.7%
	SGP Stockland	AU$4.78	-1.4%	24.2%	AU$11.4b	AU$4.74	PB1.1x	E21.8%	5.5%
	HCW HealthCo Healthcare and Wellness REIT	AU$1.31	-7.8%	-8.7%	AU$741.6m	AU$1.59	PB0.8x	E61.0%	5.8%
	NSR National Storage REIT	AU$2.43	1.3%	-0.8%	AU$3.3b	AU$2.41	PB11.5x	E18.4%	4.5%
	CHC Charter Hall Group	AU$13.56	0.7%	25.4%	AU$6.4b	AU$13.36	PB2.2x	E22.7%	3.3%
	SCG Scentre Group	AU$3.39	1.5%	23.7%	AU$17.6b	AU$3.25	PB1x	E22.1%	4.9%
	CQE Charter Hall Social Infrastructure REIT	AU$2.70	1.1%	-9.4%	AU$1.0b	AU$3.13	PB0.7x	E23.1%	5.9%
	CNI Centuria Capital Group	AU$1.81	1.1%	16.4%	AU$1.5b	AU$1.80	PB2.1x	E21.1%	6.4%
	GMG Goodman Group	AU$32.05	3.9%	73.7%	AU$60.9b	AU$29.58	PB3.5x	E24.4%	0.9%
	DXI Dexus Industria REIT	AU$3.07	0%	14.6%	AU$974.0m	AU$2.94	PB1.2x	E26.2%	5.3%

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