View ValuationMirvac Group 향후 성장Future 기준 점검 1/6Mirvac Group 의 수익은 연간 45.9% 감소할 것으로 예상되는 반면, 연간 수익은 10.2% 로 증가할 것으로 예상됩니다. EPS는 연간 9.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보10.2%이익 성장률9.75%EPS 성장률REITs 이익 성장12.0%매출 성장률-45.9%향후 자기자본이익률5.80%애널리스트 커버리지Good마지막 업데이트28 Jun 2026최근 향후 성장 업데이트공시 • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.모든 업데이트 보기Recent updatesDeclared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.공시 • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.공시 • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026공시 • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.공시 • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.공시 • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.공시 • Mar 01Mirvac Group Appoints Rosemary Hartnett to Audit, Risk and Compliance Committee and the Human Resources Committee, Effective 1 March 2025Mirvac Group announced that following the appointment of Rosemary Hartnett to the Mirvac Board on 2 December 2024, she will also join the Audit, Risk and Compliance Committee and the Human Resources Committee with effect from 1 March 2025.공시 • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.공시 • Feb 14Mirvac Group to Report First Half, 2025 Results on Feb 14, 2025Mirvac Group announced that they will report first half, 2025 results on Feb 14, 2025공시 • Dec 18Buyout or Equity Raising Reportedly Likely for Lifestyle CommunitiesLifestyle Communities Limited (ASX:LIC) remains on watch for a buyout or an emergency equity raising. Some observers have suggested that the group, with $320 million of net debt, may have to tap the market to boost its balance sheet. Yet Lifestyle Communities says it has no plans to raise equity, and there are analysts that agree. Others believe it's more likely that a rival capitalises on its weakness and launches a bid for the company. The deal that makes the most sense, observers say, is a purchase of Lifestyle Communities by the $1.9 billion listed rival Ingenia Communities Group (ASX:INA), which could use its own shares to pay for the business. David Di Pilla's HMC Capital owns major stakes in both stocks. Ingenia's $1 billion holiday parks business could be sold to fund a deal to buy its rival. Sources say it's equally possible that Mirvac Group (ASX:MGR) buys the business. There's also chatter that Macquarie Group Limited (ASX:MQG) is interested in the space, so it could also be a contender.공시 • Oct 09Mirvac Group Appoints Rosemary Hartnett as Non-Executive Director, Effective December 2, 2024Mirvac Group announces the appointment of Rosemary Hartnett as a non-executive director to the Mirvac board, effective December 2,2024. Rosemary has over 30 years' experience in the Australian property sector and extensive senior management experience in property finance. Her former executive roles include senior property finance executive and fund manager roles for trading and investment banks, including Macquarie Bank, ANZ and NAB. Rosemary was also Chief Executive Officer of Housing Choices Australia, one of the country's leading registered housing associations. Rosemary is currently an independent director for ASX listed Arena REIT and was previously Chair and an independent director of ISPT Pty Ltd. and a director of an ISPT joint venture, International Property Funds Management Pty Ltd. Her former board roles include independent directorships of Fanplayr Inc., Aconex, and Wallara Australia. Rosemary holds a Bachelor of Business in Property (Valuations) and is a member of the Australian Institute of Company Directors.공시 • Aug 30Mirvac Group, Annual General Meeting, Nov 15, 2024Mirvac Group, Annual General Meeting, Nov 15, 2024.Reported Earnings • Aug 08Full year 2024 earnings released: AU$0.20 loss per share (vs AU$0.042 loss in FY 2023)Full year 2024 results: AU$0.20 loss per share (further deteriorated from AU$0.042 loss in FY 2023). Revenue: AU$3.04b (up 56% from FY 2023). Net loss: AU$805.0m (loss widened 388% from FY 2023). Revenue is expected to decline by 57% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.공시 • Jun 28Mirvac Group to Report Fiscal Year 2024 Results on Aug 08, 2024Mirvac Group announced that they will report fiscal year 2024 results on Aug 08, 2024Declared Dividend • Jun 20First half dividend of AU$0.06 announcedShareholders will receive a dividend of AU$0.06. Ex-date: 27th June 2024 Payment date: 29th August 2024 Dividend yield will be 7.6%, which is higher than the industry average of 5.4%.공시 • May 11Keppel REIT (Australia) Sub-Trust 8 acquired 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR).Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for approximately AUD360 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. Purchase Consideration for Net Lettable Area 19,498.4sqm is AUD363.8 million. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy. Completion is expected to take place within the next two quarters of 2024. MinterEllison acted as legal advisor to Mirvac Wholesale Office Fund. Keppel REIT (Australia) Sub-Trust 8 completed the acquisition of 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) on May 9, 2024. As of May 9, 2024, The transaction received no objection notification from FIRB for the Acquisition.공시 • Apr 03+ 1 more updateKeppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million.Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy.Completion is expected to take place within the next two quarters of 2024.Buy Or Sell Opportunity • Mar 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.26. The fair value is estimated to be €1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 08First half 2024 earnings released: AU$0.051 loss per share (vs AU$0.055 profit in 1H 2023)First half 2024 results: AU$0.051 loss per share (down from AU$0.055 profit in 1H 2023). Revenue: AU$1.25b (up 51% from 1H 2023). Net loss: AU$201.0m (down 194% from profit in 1H 2023). Revenue is expected to fall by 31% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €1.56, 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.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.045 per share at 5.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 February 2024. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.6%).공시 • Dec 19Mirvac Group to Report First Half, 2024 Results on Feb 08, 2024Mirvac Group announced that they will report first half, 2024 results on Feb 08, 2024Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €1.58, 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.공시 • Dec 13+ 1 more updateMirvac Group Declares Dividend for the Six Months Ending December 31, 2023, Payable on February 29, 2024Mirvac Group announced fully paid ordinary distribution for the six months ending December 31, 2023 of AUD 0.04500000. Record date is December 29, 2023. Ex-date is December 28, 2023. Payment date is February 29, 2024. The distribution per Stapled Security of 4.5 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.공시 • Nov 17Mirvac Group Announces Management ChangesMirvac Group announced that as part of its Board succession program, James Cain will be appointed as a non-executive director, effective 1 December 2023. Mirvac also announced the retirement of James Millar AM from the Board, effective 31 December 2023. Following James Millar's retirement, Peter Nash, who has been on the Board since 2018, will be appointed as Chair of ARCC, effective 1 January 2024.공시 • Oct 19Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management.Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management on October 18, 2023. The acquisition is for an enterprise value of AUD 1 billion. The structure post acquisition will be a Joint Venture in which Mirvac and Pacific Equity Partners hold 47.5% ownership each, with the remaining minority interest of 5% to be held by Tasman, which is an existing co-owner in Serenitas. Mirvac will make a AUD 300 million initial investment with AUD 240 million funded on settlement and AUD 60 million deferred for 12 months. Final deferred consideration is subject to Tasman exercising its 12-month option to increase its combined investment in Serenitas to up to 19.99%. Mirvac will fund the transaction from existing liquidity sources, and recent asset disposals. As part of the transaction, the 100+ Serenitas team, led by Serenitas CEO, Rob Nichols, will continue to manage the 27 communities and provide sector leading expertise. Settlement is targeted for 3Q24. The transaction expected to be EPS accretive from FY25.New Risk • Aug 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • Aug 16Full year 2023 earnings released: AU$0.042 loss per share (vs AU$0.23 profit in FY 2022)Full year 2023 results: AU$0.042 loss per share (down from AU$0.23 profit in FY 2022). Revenue: AU$1.97b (down 18% from FY 2022). Net loss: AU$165.0m (down 118% from profit in FY 2022). Revenue is expected to decline by 40% p.a. on average during the next 2 years, while revenues in the REITs industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.공시 • Aug 16Mirvac Group to Report Q1, 2024 Results on Oct 25, 2023Mirvac Group announced that they will report Q1, 2024 results on Oct 25, 2023Upcoming Dividend • Jun 22Upcoming dividend of AU$0.053 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 August 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).공시 • Jun 16Mirvac Group Announces Fully Paid Distribution for the Six Months Ended June 30, 2023, Payable on August 31, 2023Mirvac Group announced fully paid ordinary distribution for the six months ended June 30, 2023 of AUD 0.05300000. Record date is June 30, 2023. Ex-date is June 29, 2023. Payment date is August 31, 2023. The distribution per Stapled Security of 5.3 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.공시 • May 29Mirvac Group, Annual General Meeting, Nov 16, 2023Mirvac Group, Annual General Meeting, Nov 16, 2023.Reported Earnings • Feb 12First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.14 in 1H 2022)First half 2023 results: EPS: AU$0.055 (down from AU$0.14 in 1H 2022). Revenue: AU$829.0m (down 37% from 1H 2022). Net income: AU$215.0m (down 62% from 1H 2022). Profit margin: 26% (down from 43% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 04Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 33% per annum. Earnings is forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.052 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 February 2023. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).Recent Insider Transactions • Dec 11Independent Non-Executive Director recently bought €58k worth of stockOn the 6th of December, Jane Hewitt bought around 40k shares on-market at roughly €1.46 per share. This transaction amounted to 57% 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 €150k more in shares than they have sold in the last 12 months.Buying Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €1.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 30% per annum. Earnings is forecast to grow by 13% per annum over the same time period.Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.23 in FY 2021). Revenue: AU$2.42b (up 26% from FY 2021). Net income: AU$906.0m (flat on FY 2021). Profit margin: 38% (down from 47% in FY 2021). Over the next year, revenue is forecast to decline by 62% while the reits industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 31 August 2022. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (4.7%).Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 28 February 2022. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.8%).Recent Insider Transactions • Sep 09CEO, MD & Executive Director recently bought €120k worth of stockOn the 31st of August, Susan Lloyd-Hurwitz bought around 62k shares on-market at roughly €1.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Susan has been a net seller over the last 12 months, reducing personal holdings by €462k.Recent Insider Transactions • Aug 28CEO, MD & Executive Director recently sold €582k worth of stockOn the 24th of August, Susan Lloyd-Hurwitz sold around 304k shares on-market at roughly €1.91 per share. This was the largest sale by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.99b (down 12% from FY 2020). Net income: AU$901.0m (up 62% from FY 2020). Profit margin: 45% (up from 25% in FY 2020).Reported Earnings • Feb 13First half 2021 earnings released: EPS AU$0.10 (vs AU$0.16 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.03b (down 23% from 1H 2020). Net income: AU$396.0m (down 35% from 1H 2020). Profit margin: 39% (down from 46% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 13New 90-day low: €1.45The company is down 7.0% from its price of €1.57 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the REITs industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.Is New 90 Day High Low • Dec 15New 90-day high: €1.66The company is up 34% from its price of €1.25 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.85 per share.이익 및 매출 성장 예측DB:MJB - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202897666731969146/30/2027907598858156/30/2026950595472655412/31/20252,931386648649N/A9/30/20252,801227598600N/A6/30/20252,67068548550N/A3/31/20252,830-267679681N/A12/31/20242,989-603810812N/A9/30/20243,012-704675677N/A6/30/20243,035-805540542N/A3/31/20242,699-693353356N/A12/31/20232,362-581166169N/A9/30/20232,151-3735256N/A6/30/20231,940-165-62-57N/A3/31/20231,933196106113N/A12/31/20221,925556274283N/A9/30/20222,170731581589N/A6/30/20222,415906887895N/A3/31/20222,313990745750N/A12/31/20212,2111,074602605N/A9/30/20212,064988616620N/A6/30/20211,917901630635N/A3/31/20211,932619583587N/A12/31/20201,946337535539N/A9/30/20202,097448491495N/A6/30/20202,247558446450N/A3/31/20202,328771571578N/A12/31/20192,408984695705N/A9/30/20192,3321,002N/A612N/A6/30/20192,2551,019N/A518N/A3/31/20192,4891,146N/A684N/A12/31/20182,7221,272N/A850N/A9/30/20182,5121,181N/A757N/A6/30/20182,3021,089N/A663N/A3/31/20182,2091,105N/A624N/A12/31/20172,1161,121N/A584N/A9/30/20172,2691,143N/A549N/A6/30/20172,4221,164N/A513N/A3/31/20172,5541,116N/A579N/A12/31/20162,6851,068N/A644N/A9/30/20162,5611,051N/A577N/A6/30/20162,4361,033N/A509N/A3/31/20161,966919N/A210N/A12/31/20151,496804N/A-88N/A9/30/20151,629707N/A162N/A6/30/20151,763610N/A413N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MJB 의 연간 예상 수익 증가율(10.2%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: MJB 의 연간 수익(10.2%)이 German 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: MJB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MJB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -45.9%).고성장 매출: MJB 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -45.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: MJB의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/29 11:17종가2026/06/26 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mirvac Group는 27명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedSimon GaringBell Potter24명의 분석가 더 보기
공시 • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.
Declared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.
공시 • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.
공시 • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026
공시 • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.
공시 • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.
공시 • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.
공시 • Mar 01Mirvac Group Appoints Rosemary Hartnett to Audit, Risk and Compliance Committee and the Human Resources Committee, Effective 1 March 2025Mirvac Group announced that following the appointment of Rosemary Hartnett to the Mirvac Board on 2 December 2024, she will also join the Audit, Risk and Compliance Committee and the Human Resources Committee with effect from 1 March 2025.
공시 • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.
공시 • Feb 14Mirvac Group to Report First Half, 2025 Results on Feb 14, 2025Mirvac Group announced that they will report first half, 2025 results on Feb 14, 2025
공시 • Dec 18Buyout or Equity Raising Reportedly Likely for Lifestyle CommunitiesLifestyle Communities Limited (ASX:LIC) remains on watch for a buyout or an emergency equity raising. Some observers have suggested that the group, with $320 million of net debt, may have to tap the market to boost its balance sheet. Yet Lifestyle Communities says it has no plans to raise equity, and there are analysts that agree. Others believe it's more likely that a rival capitalises on its weakness and launches a bid for the company. The deal that makes the most sense, observers say, is a purchase of Lifestyle Communities by the $1.9 billion listed rival Ingenia Communities Group (ASX:INA), which could use its own shares to pay for the business. David Di Pilla's HMC Capital owns major stakes in both stocks. Ingenia's $1 billion holiday parks business could be sold to fund a deal to buy its rival. Sources say it's equally possible that Mirvac Group (ASX:MGR) buys the business. There's also chatter that Macquarie Group Limited (ASX:MQG) is interested in the space, so it could also be a contender.
공시 • Oct 09Mirvac Group Appoints Rosemary Hartnett as Non-Executive Director, Effective December 2, 2024Mirvac Group announces the appointment of Rosemary Hartnett as a non-executive director to the Mirvac board, effective December 2,2024. Rosemary has over 30 years' experience in the Australian property sector and extensive senior management experience in property finance. Her former executive roles include senior property finance executive and fund manager roles for trading and investment banks, including Macquarie Bank, ANZ and NAB. Rosemary was also Chief Executive Officer of Housing Choices Australia, one of the country's leading registered housing associations. Rosemary is currently an independent director for ASX listed Arena REIT and was previously Chair and an independent director of ISPT Pty Ltd. and a director of an ISPT joint venture, International Property Funds Management Pty Ltd. Her former board roles include independent directorships of Fanplayr Inc., Aconex, and Wallara Australia. Rosemary holds a Bachelor of Business in Property (Valuations) and is a member of the Australian Institute of Company Directors.
공시 • Aug 30Mirvac Group, Annual General Meeting, Nov 15, 2024Mirvac Group, Annual General Meeting, Nov 15, 2024.
Reported Earnings • Aug 08Full year 2024 earnings released: AU$0.20 loss per share (vs AU$0.042 loss in FY 2023)Full year 2024 results: AU$0.20 loss per share (further deteriorated from AU$0.042 loss in FY 2023). Revenue: AU$3.04b (up 56% from FY 2023). Net loss: AU$805.0m (loss widened 388% from FY 2023). Revenue is expected to decline by 57% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
공시 • Jun 28Mirvac Group to Report Fiscal Year 2024 Results on Aug 08, 2024Mirvac Group announced that they will report fiscal year 2024 results on Aug 08, 2024
Declared Dividend • Jun 20First half dividend of AU$0.06 announcedShareholders will receive a dividend of AU$0.06. Ex-date: 27th June 2024 Payment date: 29th August 2024 Dividend yield will be 7.6%, which is higher than the industry average of 5.4%.
공시 • May 11Keppel REIT (Australia) Sub-Trust 8 acquired 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR).Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for approximately AUD360 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. Purchase Consideration for Net Lettable Area 19,498.4sqm is AUD363.8 million. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy. Completion is expected to take place within the next two quarters of 2024. MinterEllison acted as legal advisor to Mirvac Wholesale Office Fund. Keppel REIT (Australia) Sub-Trust 8 completed the acquisition of 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) on May 9, 2024. As of May 9, 2024, The transaction received no objection notification from FIRB for the Acquisition.
공시 • Apr 03+ 1 more updateKeppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million.Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy.Completion is expected to take place within the next two quarters of 2024.
Buy Or Sell Opportunity • Mar 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.26. The fair value is estimated to be €1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 08First half 2024 earnings released: AU$0.051 loss per share (vs AU$0.055 profit in 1H 2023)First half 2024 results: AU$0.051 loss per share (down from AU$0.055 profit in 1H 2023). Revenue: AU$1.25b (up 51% from 1H 2023). Net loss: AU$201.0m (down 194% from profit in 1H 2023). Revenue is expected to fall by 31% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €1.56, 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.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.045 per share at 5.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 February 2024. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.6%).
공시 • Dec 19Mirvac Group to Report First Half, 2024 Results on Feb 08, 2024Mirvac Group announced that they will report first half, 2024 results on Feb 08, 2024
Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €1.58, 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.
공시 • Dec 13+ 1 more updateMirvac Group Declares Dividend for the Six Months Ending December 31, 2023, Payable on February 29, 2024Mirvac Group announced fully paid ordinary distribution for the six months ending December 31, 2023 of AUD 0.04500000. Record date is December 29, 2023. Ex-date is December 28, 2023. Payment date is February 29, 2024. The distribution per Stapled Security of 4.5 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.
공시 • Nov 17Mirvac Group Announces Management ChangesMirvac Group announced that as part of its Board succession program, James Cain will be appointed as a non-executive director, effective 1 December 2023. Mirvac also announced the retirement of James Millar AM from the Board, effective 31 December 2023. Following James Millar's retirement, Peter Nash, who has been on the Board since 2018, will be appointed as Chair of ARCC, effective 1 January 2024.
공시 • Oct 19Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management.Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management on October 18, 2023. The acquisition is for an enterprise value of AUD 1 billion. The structure post acquisition will be a Joint Venture in which Mirvac and Pacific Equity Partners hold 47.5% ownership each, with the remaining minority interest of 5% to be held by Tasman, which is an existing co-owner in Serenitas. Mirvac will make a AUD 300 million initial investment with AUD 240 million funded on settlement and AUD 60 million deferred for 12 months. Final deferred consideration is subject to Tasman exercising its 12-month option to increase its combined investment in Serenitas to up to 19.99%. Mirvac will fund the transaction from existing liquidity sources, and recent asset disposals. As part of the transaction, the 100+ Serenitas team, led by Serenitas CEO, Rob Nichols, will continue to manage the 27 communities and provide sector leading expertise. Settlement is targeted for 3Q24. The transaction expected to be EPS accretive from FY25.
New Risk • Aug 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 16Full year 2023 earnings released: AU$0.042 loss per share (vs AU$0.23 profit in FY 2022)Full year 2023 results: AU$0.042 loss per share (down from AU$0.23 profit in FY 2022). Revenue: AU$1.97b (down 18% from FY 2022). Net loss: AU$165.0m (down 118% from profit in FY 2022). Revenue is expected to decline by 40% p.a. on average during the next 2 years, while revenues in the REITs industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
공시 • Aug 16Mirvac Group to Report Q1, 2024 Results on Oct 25, 2023Mirvac Group announced that they will report Q1, 2024 results on Oct 25, 2023
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.053 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 August 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).
공시 • Jun 16Mirvac Group Announces Fully Paid Distribution for the Six Months Ended June 30, 2023, Payable on August 31, 2023Mirvac Group announced fully paid ordinary distribution for the six months ended June 30, 2023 of AUD 0.05300000. Record date is June 30, 2023. Ex-date is June 29, 2023. Payment date is August 31, 2023. The distribution per Stapled Security of 5.3 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.
공시 • May 29Mirvac Group, Annual General Meeting, Nov 16, 2023Mirvac Group, Annual General Meeting, Nov 16, 2023.
Reported Earnings • Feb 12First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.14 in 1H 2022)First half 2023 results: EPS: AU$0.055 (down from AU$0.14 in 1H 2022). Revenue: AU$829.0m (down 37% from 1H 2022). Net income: AU$215.0m (down 62% from 1H 2022). Profit margin: 26% (down from 43% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 04Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 33% per annum. Earnings is forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.052 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 February 2023. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).
Recent Insider Transactions • Dec 11Independent Non-Executive Director recently bought €58k worth of stockOn the 6th of December, Jane Hewitt bought around 40k shares on-market at roughly €1.46 per share. This transaction amounted to 57% 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 €150k more in shares than they have sold in the last 12 months.
Buying Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €1.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 30% per annum. Earnings is forecast to grow by 13% per annum over the same time period.
Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.23 in FY 2021). Revenue: AU$2.42b (up 26% from FY 2021). Net income: AU$906.0m (flat on FY 2021). Profit margin: 38% (down from 47% in FY 2021). Over the next year, revenue is forecast to decline by 62% while the reits industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 31 August 2022. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (4.7%).
Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.
Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 28 February 2022. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.8%).
Recent Insider Transactions • Sep 09CEO, MD & Executive Director recently bought €120k worth of stockOn the 31st of August, Susan Lloyd-Hurwitz bought around 62k shares on-market at roughly €1.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Susan has been a net seller over the last 12 months, reducing personal holdings by €462k.
Recent Insider Transactions • Aug 28CEO, MD & Executive Director recently sold €582k worth of stockOn the 24th of August, Susan Lloyd-Hurwitz sold around 304k shares on-market at roughly €1.91 per share. This was the largest sale by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.
Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.99b (down 12% from FY 2020). Net income: AU$901.0m (up 62% from FY 2020). Profit margin: 45% (up from 25% in FY 2020).
Reported Earnings • Feb 13First half 2021 earnings released: EPS AU$0.10 (vs AU$0.16 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.03b (down 23% from 1H 2020). Net income: AU$396.0m (down 35% from 1H 2020). Profit margin: 39% (down from 46% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 13New 90-day low: €1.45The company is down 7.0% from its price of €1.57 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the REITs industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €1.66The company is up 34% from its price of €1.25 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.85 per share.