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Property

Funds / Infrastructure / Markets / Property

Thinking about Industrial (and Qantas and Netflix)

June 15, 2022June 14, 2022 - by Quay Global Investors

As this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.

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Funds / Markets / Property / Shane Oliver

Expect a 10-15% Top-to-Bottom Fall in National Property Prices

June 3, 2022June 3, 2022 - by Shane Oliver

May saw Australian housing prices fall for the first time since the pandemic. AMP’s Shane Oliver uses this week’s Insights column to look at where things in this key market are headed from here.

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Economics / Markets / Property

Oz Housing Market Stays Cool, but Less Cold

May 31, 2022May 31, 2022 - by Glenn Dyer

The slide in home building approvals slowed in April following the steep swings over the previous three months, with the 2.4% drop a far better outcome than March’s 19.2% slump.

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Markets / Property / Shares

Hints of the Fading Boom Creep into McGrath Result

May 24, 2022May 24, 2022 - by Glenn Dyer

Buried in Monday’s update from Sydney-based real estate agency McGrath Limited were strong hints of the bloom going off the boom in the local property and housing market.

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Markets / Property

Chinese Property Sector Slip Slidin’ Away

May 20, 2022May 20, 2022 - by Glenn Dyer

China’s collapsing housing sector is like a slow-moving train wreck – everyone knows what the situation is but no one is game to pull on the emergency cord to try and avert a disaster now well underway.

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Markets / Property

What Does REIT Risk Premium Tell Us about the Sector?

May 18, 2022 - by Quay Global Investors

Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates. Quay Global with more.

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Markets / Property

Price Lull Another Dagger in Chinese Property Market

April 22, 2022April 22, 2022 - by Glenn Dyer

Chinese house prices in March were flat compared to February and rose at the slowest annual rate in more than five years to cap another miserable month for the ailing sector.

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Markets / Property

Chinese Property Market Continues to Teeter

April 19, 2022April 19, 2022 - by Glenn Dyer

The huge Chinese property sector’s troubles have worsened in the past couple of months, as underlined by the terrible March figures on real estate investment and sales.

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Funds / Markets / Property / Shane Oliver

Australian Housing Slowdown Q&A

April 14, 2022April 14, 2022 - by Shane Oliver

What impact will higher interest rates have on the Australian property market? How far will prices fall? AMP’s Shane Oliver looks at these and other issues in this week’s Insights column.

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Funds / Markets / Property

Six Big Lessons for Income Investors from the AREIT Reporting Season

March 28, 2022March 28, 2022 - by APN Real Estate Securities

In thinking through the latest AREIT reporting season, APN’s Pete Morrissey sees six big learnings for investors looking for attractive, sustainable income streams in the years ahead.

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Markets / Property

Chinese House of Cards Grows Ever-Wonkier

March 25, 2022March 25, 2022 - by Glenn Dyer

Don’t believe suggestions that China’s housing and property crisis is easing – if anything this week has shown it to be a black hole that is only getting wider and deeper.

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Fixed Interest / Funds / Interest Rates / Markets / Property

Interest Rates, Bonds and Listed Real Estate

March 15, 2022March 15, 2022 - by Quay Global Investors

Just as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.

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Funds / Markets / Property

It’s (Not) the End of the World as We Know it (and We Feel Fine)

March 2, 2022March 2, 2022 - by APN Real Estate Securities

Despite the AREIT sector having fallen by 10.27% so far this year, Erik Borean from APN believes REM’s Michael Stipe was wrong in thinking it’s the end of the world as we know it.

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Funds / Markets / Property

House Prices – What’s in Store for 2022 and Beyond

February 15, 2022February 15, 2022 - by Quay Global Investors

According to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). Quay Global Investors take a closer look.

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Funds / Markets / Property

A Stellar Year for REITs – Will this Continue into 2022?

February 7, 2022 - by Pengana Capital

Despite the well-documented challenges, 2021 has been a successful year for AREITs. Pengana Capital looks into whether or not this trend will carry over into the new year.

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Markets / Property / Shares

Everything Clicking for REA Group

February 4, 2022 - by Glenn Dyer

The latest half year figures from News Corp’s digital house listings arm REA Group has confirmed that it’s the middlemen that make a lot of money – and not just the banks.

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Funds / Markets / Property

Will Real Estate Stocks Build on Brisk Recovery?

December 16, 2021December 16, 2021 - by AllianceBernstein

Improving trends in key US segments show higher confidence in property stocks as a diversifying source of long-term returns and an effective inflationary hedge.

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Markets / Property

Chinese Property Market a Self-Fulfilling Prophecy

December 10, 2021December 10, 2021 - by Glenn Dyer

China’s property crisis has finally arrived after Fitch Ratings declared the giant Evegrande and smaller rival Kaisa Group in default on US dollar bond interest payments.

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Economics / Funds / Markets / Property / Shane Oliver

Five Reasons to Expect a Cooling in the Australian Property Market

December 3, 2021December 3, 2021 - by Shane Oliver

AMP’s Shane Oliver provides an outlook for Australian house prices, as well as the main drivers and risks behind his forecasts.

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Markets / Property

APRA’s Lending Concerns Well-Founded

December 2, 2021December 2, 2021 - by Glenn Dyer

No wonder APRA moved this week to force home lenders to hold more capital against interest-only loans, which hit a near-record level in October.

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Economics / Markets / Property

Property Market Finally Coming off the Boil

December 1, 2021December 1, 2021 - by Glenn Dyer

Australian property prices grew the slowest amount this year according to CoreLogic, again raising the question of whether the boom is coming to an end.

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Economics / Markets / Property

Building Approvals Slump on Government Slowdown

November 30, 2021November 30, 2021 - by Glenn Dyer

Building approvals in October fell sharply because of a dramatic slide in the number of new apartments, townhouses and units approved by local governments.

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Markets / Property

APRA Continues Squeeze on Home Lending

November 29, 2021November 29, 2021 - by Glenn Dyer

APRA has revealed more changes aimed at shaking up the home lending and small to medium business sectors and make it more expensive for some to invest in the housing sector.

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Markets / Property / Shares

AMP to Retain Office Trust

November 22, 2021November 22, 2021 - by Glenn Dyer

AMP shares closed up 2.6% to $1.165 yesterday after the company confirmed that it is going to retain management of its $7 billion Capital Wholesale Office Fund (AWOF), after exploring options to sell.

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Funds / Markets / Property

The Future of the Office – Part 3: The comeback

November 16, 2021November 16, 2021 - by APN Real Estate Securities

APN Property Group’s Mark Mazzarella expands upon his previous articles from earlier this year to look at how offices and the work conducted within them continue to change and evolve.

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Funds / Markets / Property

The Impact of Rising Interest Rates on AREITs

November 15, 2021November 15, 2021 - by Pengana Capital

With the market expecting interest rates to rise from historic lows, Pengana assesses the impact this would have on AREIT’s earnings and the flow-on effect on cost of capital and valuation.

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Markets / Property

End of Subsidies Takes Sting out of Property Market

November 3, 2021November 3, 2021 - by Glenn Dyer

The ending of HomeBuilder and other government assistance in March and April has had the predictable effect of driving approvals for new private sector houses sharply lower in September.

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Markets / Property / Shares

Goodman, Charter Hall Ride Logistics Bounce

November 2, 2021November 2, 2021 - by Glenn Dyer

Upgrades from Goodman Group and Charter Hall reveal that the pandemic is now delivering good times in the rebound phase for the property sector after crimping activity in 2020.

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Funds / Markets / Property

Income Plus Growth: Global REITs Offer the Best of Both Worlds

October 27, 2021October 28, 2021 - by APN Real Estate Securities

The search for yield is a perennial one. But, APN Property’s Mark Mazzarella argues, with rates at record lows, investors could be well rewarded to broaden their field of view to include Global REITs.

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Markets / Property / Video

Tailwinds v Headwinds in the Australian Residential Property Market

October 20, 2021October 20, 2021 - by Staff Writers

The attached webinar on the current state of the Australian residential property market was presented by CoreLogic’s Tim Lawless, one of Australia’s most popular property market analysts and commentators.

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Markets / Property

Ill-Timed Stagnation Hits Chinese Property

October 20, 2021October 20, 2021 - by Glenn Dyer

More problems at the worst time for the Chinese property sector, financial system and wider economy with no growth in house prices in September for the first month in more than a year.

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Markets / Property / Shares

HDN No REIT Petite with Aventus Takeover

October 18, 2021October 18, 2021 - by Glenn Dyer

HomeCo Daily Needs (HDN) real estate investment trust (REIT) is set to become a $3.2 billion operation under a proposed takeover of rival Aventus that values them at $3.82 per share.

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Markets / Property / Shares

GPT Continues Shift into Logistics

October 18, 2021 - by Glenn Dyer

GPT is continuing its shift away from CBS office towers and destination shopping malls, expanding its push deeper into logistics to $4.1 billion.

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Markets / Property

APRA Needs to Do More to Cool Off Housing Sector

October 8, 2021October 8, 2021 - by Glenn Dyer

Despite the somewhat hostile response to its tightening of home loan serviceability rules this week, APRA will have to go even further to achieve its desired result of a more stable and affordable property market.

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Markets / Property

Cards Flying Everywhere in Chinese Property Sector

October 5, 2021October 5, 2021 - by Glenn Dyer

With Evergrande hogging all of the attention, news has surfaced that two smaller property companies have missed debt payments, while one revealed a separate debt that no one knew it had.

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Economics / Funds / Markets / Property / Shane Oliver

What Can Be Done to Improve Australian Housing Affordability?

October 1, 2021October 1, 2021 - by Shane Oliver

With housing affordability in Australia worse than ever, AMP’s Dr Shane Oliver looks at the sector and some potential measures that might be taken to remedy a situation that is no longer cyclical, but chronic.

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Funds / Markets / Property

The Trends Shaping Post-Pandemic Property Investments

September 28, 2021September 28, 2021 - by First Sentier Investors

Now that more than 18 months have passed since COVID-19 started sweeping the world, First Sentier’s Stephen Hayes has a good understanding of how it has affected real estate investments.

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Funds / Markets / Property

Are US Housing Prices Unsustainable?

September 28, 2021September 28, 2021 - by Russell Investments

Is the red-hot U.S. housing market starting to lose some of its sizzle? Or is the meteoric rise in housing costs here to stay? Shailesh Kshatriya from Russell Investments digs deeper.

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Funds / Markets / Property

Thinking About the Office

September 14, 2021September 14, 2021 - by Quay Global Investors

Under normal circumstances, a medium sized firm of 20 employees would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances.

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Funds / Markets / Property

Are AREITs Still Defensive?

September 9, 2021September 9, 2021 - by APN Real Estate Securities

AREITs have always been tailored to risk averse investors. Often approaching or in retirement, they needed a regular, reliable income stream and AREITs suited them perfectly. Do they still?

Read More

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  • Beijing Looks Set to Extend NEV Subsidies
  • Biotech, Down but Absolutely Not Out
  • The Week that Was – June 20-24, 2022
  • The Plunge in Shares & Flow on to Super
  • Tough Week for Some Local Gold Producers
  • Fear of Hanging On and Quasimodo’s Dream
  • TPG – Macquarie rates the stock as Outperform
  • MTS – UBS rates the stock as Buy

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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