BWP Trust（GJZ）株式概要1998年に設立され、オーストラリア証券取引所（「ASX」）に上場（目論見書参照）したBWPトラスト（「BWP」または「トラスト」）は、オーストラリア全土の商業用不動産に投資・管理する不動産投資信託である。 詳細GJZ ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績3/6財務の健全性2/6配当金4/6報酬当社が推定した公正価値より1.2%で取引されている 過去1年間で収益は17.8%増加しました リスク分析今後3年間の収益は年平均14.1%減少すると予測されている。 4.92%の配当は、利益やフリーキャッシュフローによって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GJZ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW499,106 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG499,106 investors already sharing narrativesYour Fair Value€Current Price€2.2617.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-21m467m2016201920222025202620282031Revenue AU$246.2mEarnings AU$399.4mAdvancedSet Fair ValueView all narrativesBWP Trust 競合他社Hamborner REITSymbol: XTRA:HABAMarket cap: €360.8mSunway Real Estate Investment TrustSymbol: KLSE:SUNREITMarket cap: RM 7.6bGetty RealtySymbol: NYSE:GTYMarket cap: US$2.1bPavilion Real Estate Investment TrustSymbol: KLSE:PAVREITMarket cap: RM 6.8b価格と性能株価の高値、安値、推移の概要BWP Trust過去の株価現在の株価AU$2.2652週高値AU$2.4052週安値AU$1.91ベータ0.551ヶ月の変化0%3ヶ月変化4.49%1年変化16.24%3年間の変化8.02%5年間の変化-15.44%IPOからの変化-17.70%最新ニュースDeclared Dividend • Jun 25First half dividend of AU$0.098 announcedShareholders will receive a dividend of AU$0.098. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 6.4%, which is higher than the industry average of 5.6%.お知らせ • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.お知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offeringお知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.最新情報をもっと見るRecent updatesDeclared Dividend • Jun 25First half dividend of AU$0.098 announcedShareholders will receive a dividend of AU$0.098. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 6.4%, which is higher than the industry average of 5.6%.お知らせ • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.お知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offeringお知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.お知らせ • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.お知らせ • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average 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 59% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 24First half dividend of AU$0.093 announcedShareholders will receive a dividend of AU$0.093. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 6.7%, which is higher than the industry average of 5.6%.Buy Or Sell Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to €2.07. The fair value is estimated to be €2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to €2.01. The fair value is estimated to be €2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Retail REITs industry in Europe.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).お知らせ • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.お知らせ • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Retail REITs industry in Europe.お知らせ • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.お知らせ • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the REITs industry in Europe.お知らせ • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).株主還元GJZDE Retail REITsDE 市場7D-1.7%-1.4%4.3%1Y16.2%13.3%2.9%株主還元を見る業界別リターン: GJZ過去 1 年間で13.3 % の収益を上げたGerman Retail REITs業界を上回りました。リターン対市場: GJZ過去 1 年間で2.9 % の収益を上げたGerman市場を上回りました。価格変動Is GJZ's price volatile compared to industry and market?GJZ volatilityGJZ Average Weekly Movement2.7%Retail REITs Industry Average Movement2.4%Market Average Movement5.6%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.7%安定した株価: GJZ 、 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: GJZの 週次ボラティリティ ( 3% ) 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1998n/aMark Scatenawww.bwptrust.com.au1998年に設立されオーストラリア証券取引所（「ASX」）に上場（目論見書参照）したBWPトラスト（「BWP」または「トラスト」）は、オーストラリア全土の商業用不動産に投資し管理する不動産投資信託である。当信託の物件の大半は大型小売物件で、特にバニングス・グループ・リミテッド（以下「バニングス」）に賃貸しているバニングス倉庫が多い。バニングスはオーストラリアとニュージーランドの大手ホームセンターで、ホームセンターやアウトドア用品を販売している。当信託の不動産ポートフォリオの詳細については、本ウェブサイトの「不動産」セクションを参照されたい。当信託は外部の責任主体であるBWP Management Limited（以下、「責任主体」）によって管理されており、この責任主体は当信託の定款に基づいて任命され、オーストラリア金融サービス免許の下で運営されている。責任主体は信託の管理のみに専念し、信託の総資産に基づく年間手数料を支払っています。バニングス社も責任主体も、オーストラリア最大の上場企業の一つであるウェスファーマーズ社（Wesfarmers Limited、以下「ウェスファーマーズ」）の完全子会社である。ウェスファーマーズは本信託の発行済みユニットの約24.75％も保有している。もっと見るBWP Trust 基礎のまとめBWP Trust の収益と売上を時価総額と比較するとどうか。GJZ 基礎統計学時価総額€1.67b収益（TTM）€203.49m売上高(TTM)€125.43m8.2xPER（株価収益率13.3xP/SレシオGJZ 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GJZ 損益計算書（TTM）収益AU$206.29m売上原価AU$12.56m売上総利益AU$193.73mその他の費用-AU$140.92m収益AU$334.66m直近の収益報告Dec 31, 2025次回決算日Aug 19, 2026一株当たり利益（EPS）0.46グロス・マージン93.91%純利益率162.23%有利子負債／自己資本比率32.4%GJZ 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4.9%現在の配当利回り3,335%配当性向GJZ 配当は確実ですか？GJZ 配当履歴とベンチマークを見るGJZ 、いつまでに購入すれば配当金を受け取れますか？BWP Trust 配当日配当落ち日Jun 29 2026配当支払日Aug 27 2026配当落ちまでの日数8 days配当支払日までの日数51 daysGJZ 配当は確実ですか？GJZ 配当履歴とベンチマークを見る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2026/07/06 03:53終値2026/07/06 00:00収益2025/12/31年間収益2025/06/30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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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BWP Trust 8 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。17 アナリスト機関Lauren BerryBofA Global ResearchHoward PennyCitigroup IncSimon WheatleyGoldman Sachs14 その他のアナリストを表示
Declared Dividend • Jun 25First half dividend of AU$0.098 announcedShareholders will receive a dividend of AU$0.098. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 6.4%, which is higher than the industry average of 5.6%.
お知らせ • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.
お知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offering
お知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.
お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026
お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.
Declared Dividend • Jun 25First half dividend of AU$0.098 announcedShareholders will receive a dividend of AU$0.098. Ex-date: 29th June 2026 Payment date: 27th August 2026 Dividend yield will be 6.4%, which is higher than the industry average of 5.6%.
お知らせ • Jun 23BWP Trust Announces Preliminary Distribution Estimate for the Six Month Period Ended 30 June 2026, Payable on 27 August 2026The Boards of BWP Management Limited, as responsible entity for the BWP Trust, and BWP Property Group Ltd. announced the following preliminary distribution estimate of 9.83 cents per stapled security for the six month period ended 30 June 2026. The estimated allocation of the distribution between the stapled entities is as follows: 9.83 cents per security distribution from BWP Trust (4.0% above the prior corresponding period); and No dividend is expected from BWP Property Group Ltd. Ex-distribution date is 29 June 2026. Record date is 30 June 2026. BWP Board distribution confirmation is 19 August 2026. Distribution entitlement payment (expected) is 27 August 2026.
お知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offering
お知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.
お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026
お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.
お知らせ • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.
お知らせ • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average 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 59% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 24First half dividend of AU$0.093 announcedShareholders will receive a dividend of AU$0.093. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 6.7%, which is higher than the industry average of 5.6%.
Buy Or Sell Opportunity • Apr 26Now 21% undervaluedOver the last 90 days, the stock has risen 3.3% to €2.07. The fair value is estimated to be €2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to €2.01. The fair value is estimated to be €2.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Retail REITs industry in Europe.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
お知らせ • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.
お知らせ • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024
Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Retail REITs industry in Europe.
お知らせ • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.
お知らせ • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.
Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the REITs industry in Europe.
お知らせ • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).
