06/08/2025 17:04

REA Group (REA) $254.50

REA +6.94%: Strong session for the real-estate listings behemoth after they met FY25 expectations for earnings, though they bumped up the dividend and the commentary was very upbeat despite actual guidance around listing volumes appearing conservative.

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11/06/2025 09:16

REA Group Ltd (REA) $239.66

REA has endured a tough 2025, especially when compared to its historical outperformance, and we believe it's now at a fascinating juncture in its evolution with plenty of positives and negatives to consider.

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28/03/2025 09:39

REA Group (REA) $229.48

Domain (DHG) announced on Thursday morning that it had received a “Best & Final” offer of $4.43 per share from US-listed giant CoStar, which had originally made a $4.20 bid in late February.

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28/02/2025 09:46

REA Group (REA) $236.85

The home is the vast majority of people's largest and most important purchase, and lower interest rates provide a tailwind to affordability and, of course, general sentiment.

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06/02/2025 17:12

REA Group (REA) $254.90

REA +1.21% posted a solid 1H result today. We saw huge swings in the share price as the market digested the numbers and the revelation that CEO Owen Wilson will be leaving the business later in the year.

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31/01/2025 09:58

REA Group (REA) $249.30

REA will announce its much-awaited half-year result early next month; we remain fans of this business, but not enough to chase it into strength ahead of its looming numbers.

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13/12/2024 09:08

REA Group (REA) $236.91

Real estate digital advertising business REA is another much-loved stock driven higher by momentum traders; history tells us that corrections can be sharp when the music stops playing in such circumstances.

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08/11/2024 16:52

REA Group (REA) $234.19

REA +0.28%: Released their quarterly update today followed by an investor call which had a relatively muted reaction from the market.

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26/09/2024 09:22

REA Group Ltd (REA) $192.39

By yesterday's close, REA had corrected over 14% from its August high following its bid for the UK’s Rightmove (RMV LN). Overnight, we heard that RMV had rejected the third takeover bid from REA, which valued the UK property giant at ~$8.2bn. The clock is ticking, and RMV’s wording wasn’t encouraging

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17/09/2024 09:20

CAR Group Ltd (CAR) v REA Group Ltd (REA)

CAR and REA have performed strongly through 2024, gaining +18.3% and +12%, respectively. The primary reason CAR is currently outperforming is REA’s ~$11bn bid for UK-based Rightmove (RMV LN). As is the norm, the bid has already been rejected, and the market is now considering REA’s next move—the stock's pulled back almost 12% since the announcement.

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