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Analysis

Dexus (ASX: DXS)

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INVESTMENT SUMMARY Materially oversold on remote work fears. Maintained 50c dividend and did not raise capital during COVID-19. Ticker | ASX:DXS GICS Sector | Real Estate Current Price | A$8.69 12m Target Price | ▲ A$10.85 Upside | 25% Market Cap | A$9,476m P/E | 14.1x Div Yield | 5.8% BUSINESS DESCRIPTION Dexus engages in office and...
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Temple & Webster Group Ltd (ASX: TPW)

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INVESTMENT SUMMARY Work from home accelerates the structural shift to online retail and encourages households to reallocate budgets to furniture. The unprecedented household stimulus will drive consumer spending. Strong trading update showing 74% sales growth, tracking significantly above consensus estimates....
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