Scentre Group（59S）株式概要セントレグループは、オーストラリアに37ヵ所、ニュージーランドに5ヵ所、合計42ヵ所のウェストフィールドを所有・運営している。 詳細59S ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性1/6配当金3/6報酬当社が推定した公正価値より23.9%で取引されている 過去1年間で収益は69.4%増加しました リスク分析利払いは収益で十分にカバーされない 今後3年間の収益は年平均5.2%減少すると予測されている。 4.65%の配当はフリーキャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る59S Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€2.2561.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b4b2016201920222025202620282031Revenue AU$2.2bEarnings AU$1.5bAdvancedSet Fair ValueView all narrativesScentre Group 競合他社Hamborner REITSymbol: XTRA:HABAMarket cap: €424.6mRegency CentersSymbol: NasdaqGS:REGMarket cap: US$14.4bKimco RealtySymbol: NYSE:KIMMarket cap: US$16.3bKlépierreSymbol: ENXTPA:LIMarket cap: €10.0b価格と性能株価の高値、安値、推移の概要Scentre Group過去の株価現在の株価AU$2.2552週高値AU$2.3952週安値AU$1.94ベータ0.881ヶ月の変化1.81%3ヶ月変化-0.88%1年変化8.43%3年間の変化37.13%5年間の変化28.51%IPOからの変化68.54%最新ニュースお知らせ • Feb 11Scentre Group Announces Estimated Fully Paid Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on February 27, 2026Scentre Group announced Estimated fully paid ordinary dividend of AUD 0.08905000 per share for the six months ended December 31, 2025. Ex Date: February 12, 2026. Record Date: February 13, 2026. Payment Date: February 27, 2026.お知らせ • Feb 04Scentre Group, Annual General Meeting, Apr 22, 2026Scentre Group, Annual General Meeting, Apr 22, 2026.お知らせ • Jan 29Scentre Group to Report Fiscal Year 2025 Results on Feb 24, 2026Scentre Group announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 24, 2026お知らせ • Dec 23Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million.Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million on December 23, 2025. Post the transaction Scentre Group will continue to own 80.1% of Westfield Sydney and will remain the property, leasing and development manager. Settlement is expected in early February 2026.お知らせ • Sep 17Scentre Group Appoints Julie Coates as a Non-Executive Director of the Board, Effective, 1 October 2025Scentre Group announced the appointment of Julie Coates as a non-executive Director of the Board, effective, 1 October 2025. Ms Coates will stand for election at the Group's 2026 AGM. Julie brings a diverse range of skills to the Board from her accomplished non-executive and executive career. Her broad experience including in retail and customer experience, building materials and consumer goods, will further strengthen and complement the Board's existing skills and expertise. Julie's most recent executive role was as Managing Director and Chief Executive Officer of CSR Limited. Prior to that she was Managing Director (Australia and New Zealand) of Goodman Fielder Limited. Julie also held positions at the Woolworths Group, including as Managing Director of Big W, Chief Logistics Officer and Human Resources Director, and was a member of the company's management board. She is currently a Non-executive Director of Wesfarmers Limited and a Director of the Green Building Council of Australia.お知らせ • Jul 23Scentre Group to Report First Half, 2025 Results on Aug 26, 2025Scentre Group announced that they will report first half, 2025 results on Aug 26, 2025最新情報をもっと見るRecent updatesお知らせ • Feb 11Scentre Group Announces Estimated Fully Paid Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on February 27, 2026Scentre Group announced Estimated fully paid ordinary dividend of AUD 0.08905000 per share for the six months ended December 31, 2025. Ex Date: February 12, 2026. Record Date: February 13, 2026. Payment Date: February 27, 2026.お知らせ • Feb 04Scentre Group, Annual General Meeting, Apr 22, 2026Scentre Group, Annual General Meeting, Apr 22, 2026.お知らせ • Jan 29Scentre Group to Report Fiscal Year 2025 Results on Feb 24, 2026Scentre Group announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 24, 2026お知らせ • Dec 23Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million.Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million on December 23, 2025. Post the transaction Scentre Group will continue to own 80.1% of Westfield Sydney and will remain the property, leasing and development manager. Settlement is expected in early February 2026.お知らせ • Sep 17Scentre Group Appoints Julie Coates as a Non-Executive Director of the Board, Effective, 1 October 2025Scentre Group announced the appointment of Julie Coates as a non-executive Director of the Board, effective, 1 October 2025. Ms Coates will stand for election at the Group's 2026 AGM. Julie brings a diverse range of skills to the Board from her accomplished non-executive and executive career. Her broad experience including in retail and customer experience, building materials and consumer goods, will further strengthen and complement the Board's existing skills and expertise. Julie's most recent executive role was as Managing Director and Chief Executive Officer of CSR Limited. Prior to that she was Managing Director (Australia and New Zealand) of Goodman Fielder Limited. Julie also held positions at the Woolworths Group, including as Managing Director of Big W, Chief Logistics Officer and Human Resources Director, and was a member of the company's management board. She is currently a Non-executive Director of Wesfarmers Limited and a Director of the Green Building Council of Australia.お知らせ • Jul 23Scentre Group to Report First Half, 2025 Results on Aug 26, 2025Scentre Group announced that they will report first half, 2025 results on Aug 26, 2025お知らせ • Feb 12Scentre Group to Report Fiscal Year 2024 Results on Feb 26, 2025Scentre Group announced that they will report fiscal year 2024 results on Feb 26, 2025お知らせ • Feb 10Scentre Group Announces Estimated Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on February 28, 2025Scentre Group announced estimated ordinary dividend of AUD 0.08600000 per security for the six months ended December 31, 2024. Record Date: February 14, 2025, Ex Date: February 13, 2025, Payment Date: February 28, 2025.お知らせ • Jan 23Scentre Group, Annual General Meeting, Apr 09, 2025Scentre Group, Annual General Meeting, Apr 09, 2025.お知らせ • Oct 14Scentre Group Appoints Craig Mitchell as Non-Executive Director, Effective 14 October 2024Scentre Group announced the appointment of Craig Mitchell as a non-executive Director of the Board, effective, 14 October 2024. Craig has more than 25 years of experience in the property industry spanning retail, construction, development and funds management, which will complement and build on the skills of the Board. He has previously held executive leadership roles at Grocon and Dexus. Craig is currently Global Chief Executive Officer of Northwest Healthcare Properties REIT, a role from which he will step down in mid-2025. Craig will be an independent non-executive Director and will stand for election at the Group's 2025 AGM.Reported Earnings • Aug 22First half 2024 earnings released: FFO per share: AU$0.1 (vs AU$0.11 in 1H 2023)First half 2024 results: FFO per share: AU$0.1 (up from AU$0.11 in 1H 2023). Revenue: AU$1.28b (up 2.1% from 1H 2023). Funds from operations (FFO): AU$568.2m (up 2.1% from 1H 2023). FFO margin: 45% (in line with 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Declared Dividend • Aug 14Final dividend of AU$0.086 announcedShareholders will receive a dividend of AU$0.086. Ex-date: 15th August 2024 Payment date: 30th August 2024 Dividend yield will be 6.7%, which is higher than the industry average of 5.6%.お知らせ • Jul 08Scentre Group to Report First Half, 2024 Results on Aug 21, 2024Scentre Group announced that they will report first half, 2024 results on Aug 21, 2024お知らせ • Jun 22Scentre Joins Investment Bank for Stake in Tea Tree PlazaThe owner of the local Westfield empire, Scentre Group (ASX:SCG), has teamed up with investment bank Barrenjoey to buy a half stake in Adelaide's Westfield Tea Tree Plaza and a small adjoining centre for about $308 million. The deal marks a shift by the large mall owner, which has traditionally worked with big institutions to buy malls. By joining with the bank it is now tapping private capital that wants to directly own shopping centres, opening up a new pool of investors. The transaction also shows that large institutions that own malls are seeing value in them, following a fall in values triggered by higher interest rates and Covid-19. Scentre and Barrenjoey made their move on the stake in the mall in April by launching an unlisted trust to own a half interest in the property, Adelaide's second largest mall. Their surprise move effectively thwarted a transaction that would have resulted in acquisitive funds house IP Generation purchasing the stake in the mall from the Dexus-managed fund selling it. The move not only signals Scentre's entry into funds but this is expected to continue as more centres come up given the offer was oversubscribed. The deal also shows the large pricing recalibration of regional shopping centre assets since the boom times before the pandemic. Scentre Group Chief Executive Elliott Rusanow said the group had successfully partnered with Barrenjoey Private Capital to establish a fund to purchase a 50% share in Westfield Tea Tree Plaza and the adjoining Tea Tree Plus. "The opportunity was oversubscribed, reflecting the strong demand from private investors to invest directly into one of our Westfield destinations," he said. "The group has retained its 50% interest and will continue to drive the strong operating performance of the centre." A Dexus spokesman confirmed the sale of the centre as part of the fund's proactive capital management strategy. The unlisted vehicle has been selling down assets to meet redemptions. CBRE agent Simon Rooney negotiated the deal for the Dexus-managed fund as institutional and private capital flows back into the regional shopping centre market. The acquisition comes just weeks after the announcement of Vicinity Centre's agreement with the Future Fund to acquire its 50% interest in Lakeside Joondalup, Western Australia, with additional major retail transactions expected to be completed in coming months.Buy Or Sell Opportunity • May 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.89. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings are forecast to grow by 20% per annum over the same time period.Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €1.82. The fair value is estimated to be €2.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.8% per annum. Earnings are forecast to grow by 20% per annum over the same time period.Reported Earnings • Feb 22Full year 2023 earnings released: FFO per share: AU$0.2 (vs AU$0.20 in FY 2022)Full year 2023 results: FFO per share: AU$0.2 (up from AU$0.20 in FY 2022). Revenue: AU$2.51b (up 2.1% from FY 2022). Funds from operations (FFO): AU$1.09b (up 5.2% from FY 2022). FFO margin: 44% (up from 42% in FY 2022). Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to €1.84. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • Feb 14First half dividend of AU$0.084 announcedShareholders will receive a dividend of AU$0.084. Ex-date: 15th February 2024 Payment date: 29th February 2024 Dividend yield will be 7.0%, which is higher than the industry average of 5.6%.お知らせ • Jan 30Scentre Group to Report Fiscal Year 2023 Results on Feb 21, 2024Scentre Group announced that they will report fiscal year 2023 results at 9:00 AM, AUS Eastern Standard Time on Feb 21, 2024お知らせ • Jan 19Scentre Group, Annual General Meeting, Apr 04, 2024Scentre Group, Annual General Meeting, Apr 04, 2024.Buying Opportunity • Dec 14Now 21% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be €2.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 23First half 2023 earnings released: FFO per share: AU$0.1 (vs AU$0.11 in 1H 2022)First half 2023 results: FFO per share: AU$0.1 (up from AU$0.11 in 1H 2022). Revenue: AU$1.25b (up 6.3% from 1H 2022). Funds from operations (FFO): AU$556.6m (up 1.5% from 1H 2022). FFO margin: 45% (down from 47% in 1H 2022). Revenue is expected to fall by 1.1% p.a. on average during the next 3 years compared to a 3.0% decline forecast for the Retail REITs industry in Europe.お知らせ • Jul 24Scentre Group to Report First Half, 2023 Results on Aug 22, 2023Scentre Group announced that they will report first half, 2023 results on Aug 22, 2023お知らせ • May 13Scentre Group Provides Dividend Guidance for the Year 2023Scentre Group announced that distributions are expected to be at least 16.50 cents per security for 2023, representing at least 4.8% growth for the year.Recent Insider Transactions • Mar 05Independent Non-Executive Director recently bought €93k worth of stockOn the 2nd of March, Ilana Atlas bought around 50k shares on-market at roughly €1.86 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €257k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 22Full year 2022 earnings released: EPS: AU$0.058 (vs AU$0.17 in FY 2021)Full year 2022 results: EPS: AU$0.058 (down from AU$0.17 in FY 2021). Revenue: AU$2.46b (up 7.8% from FY 2021). Net income: AU$300.6m (down 66% from FY 2021). Profit margin: 12% (down from 39% in FY 2021). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the REITs industry in Europe.お知らせ • Feb 13Scentre Group Announces Estimated Ordinary Dividend for the Period of Six Months Ended December 31, 2022, Payable on February 28, 2023Scentre Group announced estimated ordinary dividend on ordinary stapled securities for the period of six months ended December 31, 2022. For the period the company announced dividend of AUD 0.08250000 with Record Date 17 February, 2023; Ex Date of 16 February, 2023 and Payment Date to be 28 February, 2023.お知らせ • Jan 16Scentre Group to Report Fiscal Year 2022 Results on Feb 22, 2023Scentre Group announced that they will report fiscal year 2022 results on Feb 22, 2023Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Steve McCann was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Executive Director Elliott Chaim Rusanow was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Executive Director Elliott C. Rusanow was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 30Independent Non-Executive Director recently bought €201k worth of stockOn the 26th of August, Catherine Brenner bought around 100k shares on-market at roughly €2.01 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 24First half 2022 earnings released: FFO per share: AU$0.1 (vs AU$0.089 in 1H 2021)First half 2022 results: FFO per share: AU$0.1 (up from AU$0.089 in 1H 2021). Revenue: AU$1.18b (up 8.8% from 1H 2021). Funds from operations (FFO): AU$548.6m (up 18% from 1H 2021). FFO margin: 47% (up from 43% in 1H 2021). Over the next year, revenue is forecast to grow 5.3% while the REITs industry in Germany is not expected to grow.Board Change • Apr 02High number of new directorsIndependent Non-Executive Director Catherine Brenner was the last director to join the board, commencing their role in 2022.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: FFO: AU$2.28b per share (up from AU$0.15 in FY 2020). Revenue: AU$2.28b (up 5.5% from FY 2020). Funds from operations (FFO): AU$862.5m (up 13% from FY 2020). FFO margin: 38% (up from 35% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 10% while thereits industry in Germany is not expected to grow.株主還元59SDE Retail REITsDE 市場7D0.9%1.3%0.7%1Y8.4%9.6%2.0%株主還元を見る業界別リターン: 59S過去 1 年間で9.6 % の収益を上げたGerman Retail REITs業界を下回りました。リターン対市場: 59S過去 1 年間で2 % の収益を上げたGerman市場を上回りました。価格変動Is 59S's price volatile compared to industry and market?59S volatility59S Average Weekly Movement3.6%Retail REITs Industry Average Movement3.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 59S 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 59Sの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20142,799Elliott Chaim Rusanowwww.scentregroup.comセントレグループは、オーストラリアに37ヶ所、ニュージーランドに5ヶ所、合計42ヶ所のウェストフィールドを所有・運営している。ウェストフィールドの各施設は、オーストラリアとニュージーランドの2,000万人に近い場所に戦略的に立地している。当信託は39のウェストフィールド施設に共同出資している。セントレグループの成長の原動力は、ウェストフィールド・デスティネーションにより多くの人々を惹きつけることである。デスティネーションを活性化させるセントラ・グループ独自の能力により、地域コミュニティを結びつけ、祝福する瞬間を創り出すことができます。私たちは、より多くの人々が、より頻繁に、より長く訪れる場所と体験を創造します。もっと見るScentre Group 基礎のまとめScentre Group の収益と売上を時価総額と比較するとどうか。59S 基礎統計学時価総額€12.33b収益（TTM）€1.10b売上高(TTM)€1.65b11.2xPER（株価収益率7.4xP/Sレシオ59S は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計59S 損益計算書（TTM）収益AU$2.69b売上原価AU$772.00m売上総利益AU$1.91bその他の費用AU$134.50m収益AU$1.78b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.34グロス・マージン71.25%純利益率66.24%有利子負債／自己資本比率78.5%59S の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.7%現在の配当利回り72%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 09:54終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Scentre Group 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedDonald ChuaBofA Global Research20 その他のアナリストを表示
お知らせ • Feb 11Scentre Group Announces Estimated Fully Paid Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on February 27, 2026Scentre Group announced Estimated fully paid ordinary dividend of AUD 0.08905000 per share for the six months ended December 31, 2025. Ex Date: February 12, 2026. Record Date: February 13, 2026. Payment Date: February 27, 2026.
お知らせ • Feb 04Scentre Group, Annual General Meeting, Apr 22, 2026Scentre Group, Annual General Meeting, Apr 22, 2026.
お知らせ • Jan 29Scentre Group to Report Fiscal Year 2025 Results on Feb 24, 2026Scentre Group announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 24, 2026
お知らせ • Dec 23Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million.Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million on December 23, 2025. Post the transaction Scentre Group will continue to own 80.1% of Westfield Sydney and will remain the property, leasing and development manager. Settlement is expected in early February 2026.
お知らせ • Sep 17Scentre Group Appoints Julie Coates as a Non-Executive Director of the Board, Effective, 1 October 2025Scentre Group announced the appointment of Julie Coates as a non-executive Director of the Board, effective, 1 October 2025. Ms Coates will stand for election at the Group's 2026 AGM. Julie brings a diverse range of skills to the Board from her accomplished non-executive and executive career. Her broad experience including in retail and customer experience, building materials and consumer goods, will further strengthen and complement the Board's existing skills and expertise. Julie's most recent executive role was as Managing Director and Chief Executive Officer of CSR Limited. Prior to that she was Managing Director (Australia and New Zealand) of Goodman Fielder Limited. Julie also held positions at the Woolworths Group, including as Managing Director of Big W, Chief Logistics Officer and Human Resources Director, and was a member of the company's management board. She is currently a Non-executive Director of Wesfarmers Limited and a Director of the Green Building Council of Australia.
お知らせ • Jul 23Scentre Group to Report First Half, 2025 Results on Aug 26, 2025Scentre Group announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Feb 11Scentre Group Announces Estimated Fully Paid Ordinary Dividend for the Six Months Ended December 31, 2025, Payable on February 27, 2026Scentre Group announced Estimated fully paid ordinary dividend of AUD 0.08905000 per share for the six months ended December 31, 2025. Ex Date: February 12, 2026. Record Date: February 13, 2026. Payment Date: February 27, 2026.
お知らせ • Feb 04Scentre Group, Annual General Meeting, Apr 22, 2026Scentre Group, Annual General Meeting, Apr 22, 2026.
お知らせ • Jan 29Scentre Group to Report Fiscal Year 2025 Results on Feb 24, 2026Scentre Group announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 24, 2026
お知らせ • Dec 23Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million.Australian Retirement Trust Pty Ltd agreed to acquire 19.90% stake in Westfield Sydney from Scentre Group (ASX:SCG) for approximately AUD 870 million on December 23, 2025. Post the transaction Scentre Group will continue to own 80.1% of Westfield Sydney and will remain the property, leasing and development manager. Settlement is expected in early February 2026.
お知らせ • Sep 17Scentre Group Appoints Julie Coates as a Non-Executive Director of the Board, Effective, 1 October 2025Scentre Group announced the appointment of Julie Coates as a non-executive Director of the Board, effective, 1 October 2025. Ms Coates will stand for election at the Group's 2026 AGM. Julie brings a diverse range of skills to the Board from her accomplished non-executive and executive career. Her broad experience including in retail and customer experience, building materials and consumer goods, will further strengthen and complement the Board's existing skills and expertise. Julie's most recent executive role was as Managing Director and Chief Executive Officer of CSR Limited. Prior to that she was Managing Director (Australia and New Zealand) of Goodman Fielder Limited. Julie also held positions at the Woolworths Group, including as Managing Director of Big W, Chief Logistics Officer and Human Resources Director, and was a member of the company's management board. She is currently a Non-executive Director of Wesfarmers Limited and a Director of the Green Building Council of Australia.
お知らせ • Jul 23Scentre Group to Report First Half, 2025 Results on Aug 26, 2025Scentre Group announced that they will report first half, 2025 results on Aug 26, 2025
お知らせ • Feb 12Scentre Group to Report Fiscal Year 2024 Results on Feb 26, 2025Scentre Group announced that they will report fiscal year 2024 results on Feb 26, 2025
お知らせ • Feb 10Scentre Group Announces Estimated Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on February 28, 2025Scentre Group announced estimated ordinary dividend of AUD 0.08600000 per security for the six months ended December 31, 2024. Record Date: February 14, 2025, Ex Date: February 13, 2025, Payment Date: February 28, 2025.
お知らせ • Jan 23Scentre Group, Annual General Meeting, Apr 09, 2025Scentre Group, Annual General Meeting, Apr 09, 2025.
お知らせ • Oct 14Scentre Group Appoints Craig Mitchell as Non-Executive Director, Effective 14 October 2024Scentre Group announced the appointment of Craig Mitchell as a non-executive Director of the Board, effective, 14 October 2024. Craig has more than 25 years of experience in the property industry spanning retail, construction, development and funds management, which will complement and build on the skills of the Board. He has previously held executive leadership roles at Grocon and Dexus. Craig is currently Global Chief Executive Officer of Northwest Healthcare Properties REIT, a role from which he will step down in mid-2025. Craig will be an independent non-executive Director and will stand for election at the Group's 2025 AGM.
Reported Earnings • Aug 22First half 2024 earnings released: FFO per share: AU$0.1 (vs AU$0.11 in 1H 2023)First half 2024 results: FFO per share: AU$0.1 (up from AU$0.11 in 1H 2023). Revenue: AU$1.28b (up 2.1% from 1H 2023). Funds from operations (FFO): AU$568.2m (up 2.1% from 1H 2023). FFO margin: 45% (in line with 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Declared Dividend • Aug 14Final dividend of AU$0.086 announcedShareholders will receive a dividend of AU$0.086. Ex-date: 15th August 2024 Payment date: 30th August 2024 Dividend yield will be 6.7%, which is higher than the industry average of 5.6%.
お知らせ • Jul 08Scentre Group to Report First Half, 2024 Results on Aug 21, 2024Scentre Group announced that they will report first half, 2024 results on Aug 21, 2024
お知らせ • Jun 22Scentre Joins Investment Bank for Stake in Tea Tree PlazaThe owner of the local Westfield empire, Scentre Group (ASX:SCG), has teamed up with investment bank Barrenjoey to buy a half stake in Adelaide's Westfield Tea Tree Plaza and a small adjoining centre for about $308 million. The deal marks a shift by the large mall owner, which has traditionally worked with big institutions to buy malls. By joining with the bank it is now tapping private capital that wants to directly own shopping centres, opening up a new pool of investors. The transaction also shows that large institutions that own malls are seeing value in them, following a fall in values triggered by higher interest rates and Covid-19. Scentre and Barrenjoey made their move on the stake in the mall in April by launching an unlisted trust to own a half interest in the property, Adelaide's second largest mall. Their surprise move effectively thwarted a transaction that would have resulted in acquisitive funds house IP Generation purchasing the stake in the mall from the Dexus-managed fund selling it. The move not only signals Scentre's entry into funds but this is expected to continue as more centres come up given the offer was oversubscribed. The deal also shows the large pricing recalibration of regional shopping centre assets since the boom times before the pandemic. Scentre Group Chief Executive Elliott Rusanow said the group had successfully partnered with Barrenjoey Private Capital to establish a fund to purchase a 50% share in Westfield Tea Tree Plaza and the adjoining Tea Tree Plus. "The opportunity was oversubscribed, reflecting the strong demand from private investors to invest directly into one of our Westfield destinations," he said. "The group has retained its 50% interest and will continue to drive the strong operating performance of the centre." A Dexus spokesman confirmed the sale of the centre as part of the fund's proactive capital management strategy. The unlisted vehicle has been selling down assets to meet redemptions. CBRE agent Simon Rooney negotiated the deal for the Dexus-managed fund as institutional and private capital flows back into the regional shopping centre market. The acquisition comes just weeks after the announcement of Vicinity Centre's agreement with the Future Fund to acquire its 50% interest in Lakeside Joondalup, Western Australia, with additional major retail transactions expected to be completed in coming months.
Buy Or Sell Opportunity • May 30Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.89. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings are forecast to grow by 20% per annum over the same time period.
Buy Or Sell Opportunity • Feb 28Now 20% undervaluedOver the last 90 days, the stock has risen 14% to €1.82. The fair value is estimated to be €2.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.8% per annum. Earnings are forecast to grow by 20% per annum over the same time period.
Reported Earnings • Feb 22Full year 2023 earnings released: FFO per share: AU$0.2 (vs AU$0.20 in FY 2022)Full year 2023 results: FFO per share: AU$0.2 (up from AU$0.20 in FY 2022). Revenue: AU$2.51b (up 2.1% from FY 2022). Funds from operations (FFO): AU$1.09b (up 5.2% from FY 2022). FFO margin: 44% (up from 42% in FY 2022). Revenue is expected to fall by 1.6% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Feb 15Now 22% undervaluedOver the last 90 days, the stock has risen 17% to €1.84. The fair value is estimated to be €2.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • Feb 14First half dividend of AU$0.084 announcedShareholders will receive a dividend of AU$0.084. Ex-date: 15th February 2024 Payment date: 29th February 2024 Dividend yield will be 7.0%, which is higher than the industry average of 5.6%.
お知らせ • Jan 30Scentre Group to Report Fiscal Year 2023 Results on Feb 21, 2024Scentre Group announced that they will report fiscal year 2023 results at 9:00 AM, AUS Eastern Standard Time on Feb 21, 2024
お知らせ • Jan 19Scentre Group, Annual General Meeting, Apr 04, 2024Scentre Group, Annual General Meeting, Apr 04, 2024.
Buying Opportunity • Dec 14Now 21% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be €2.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 23First half 2023 earnings released: FFO per share: AU$0.1 (vs AU$0.11 in 1H 2022)First half 2023 results: FFO per share: AU$0.1 (up from AU$0.11 in 1H 2022). Revenue: AU$1.25b (up 6.3% from 1H 2022). Funds from operations (FFO): AU$556.6m (up 1.5% from 1H 2022). FFO margin: 45% (down from 47% in 1H 2022). Revenue is expected to fall by 1.1% p.a. on average during the next 3 years compared to a 3.0% decline forecast for the Retail REITs industry in Europe.
お知らせ • Jul 24Scentre Group to Report First Half, 2023 Results on Aug 22, 2023Scentre Group announced that they will report first half, 2023 results on Aug 22, 2023
お知らせ • May 13Scentre Group Provides Dividend Guidance for the Year 2023Scentre Group announced that distributions are expected to be at least 16.50 cents per security for 2023, representing at least 4.8% growth for the year.
Recent Insider Transactions • Mar 05Independent Non-Executive Director recently bought €93k worth of stockOn the 2nd of March, Ilana Atlas bought around 50k shares on-market at roughly €1.86 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €257k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 22Full year 2022 earnings released: EPS: AU$0.058 (vs AU$0.17 in FY 2021)Full year 2022 results: EPS: AU$0.058 (down from AU$0.17 in FY 2021). Revenue: AU$2.46b (up 7.8% from FY 2021). Net income: AU$300.6m (down 66% from FY 2021). Profit margin: 12% (down from 39% in FY 2021). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the REITs industry in Europe.
お知らせ • Feb 13Scentre Group Announces Estimated Ordinary Dividend for the Period of Six Months Ended December 31, 2022, Payable on February 28, 2023Scentre Group announced estimated ordinary dividend on ordinary stapled securities for the period of six months ended December 31, 2022. For the period the company announced dividend of AUD 0.08250000 with Record Date 17 February, 2023; Ex Date of 16 February, 2023 and Payment Date to be 28 February, 2023.
お知らせ • Jan 16Scentre Group to Report Fiscal Year 2022 Results on Feb 22, 2023Scentre Group announced that they will report fiscal year 2022 results on Feb 22, 2023
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Steve McCann was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Executive Director Elliott Chaim Rusanow was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Executive Director Elliott C. Rusanow was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 30Independent Non-Executive Director recently bought €201k worth of stockOn the 26th of August, Catherine Brenner bought around 100k shares on-market at roughly €2.01 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 24First half 2022 earnings released: FFO per share: AU$0.1 (vs AU$0.089 in 1H 2021)First half 2022 results: FFO per share: AU$0.1 (up from AU$0.089 in 1H 2021). Revenue: AU$1.18b (up 8.8% from 1H 2021). Funds from operations (FFO): AU$548.6m (up 18% from 1H 2021). FFO margin: 47% (up from 43% in 1H 2021). Over the next year, revenue is forecast to grow 5.3% while the REITs industry in Germany is not expected to grow.
Board Change • Apr 02High number of new directorsIndependent Non-Executive Director Catherine Brenner was the last director to join the board, commencing their role in 2022.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: FFO: AU$2.28b per share (up from AU$0.15 in FY 2020). Revenue: AU$2.28b (up 5.5% from FY 2020). Funds from operations (FFO): AU$862.5m (up 13% from FY 2020). FFO margin: 38% (up from 35% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 10% while thereits industry in Germany is not expected to grow.
