Category

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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Arena REIT (ASX: ARF)

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INVESTMENT SUMMARY Insolvency fears overblown due to low gearing, substantial childcare stimulus and high ongoing occupancy rates. Attractive dividend yield and resilient dividend growth despite higher unemployment and COVID restrictions. Ticker | ASX:ARF GICS Sector | Real Estate Current Price | A$2.36 12m Target Price | ▲ A$3.20...
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