09/12/2025 09:27

Stockland (SGP) $5.80

SGP  has delivered for investors more than doubling from its 2022 low while paying a healthy dividend along the way - its forecast to yield 4.7% in the coming year. SGP develops and manages a property portfolio across residential, retail, retirement, office and industrial assets but as a business with gearing, a succession of rate hikes should ultimately weigh on profitability.

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24/06/2025 09:27

Stockland (SGP) $5.60

SGP develops and manages a property portfolio across residential, retail, retirement, office and industrial assets. The shares have recovered from Februarys earnings miss with negligible follow through suggesting investors are confident with their maintained full-year guidance.

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19/02/2025 17:09

Stockland Group (SGP) $5.17

SGP –3.72%: Shares dropped as much as 8.8%, as the market reacted to a sharp earnings miss, before recovering slightly as they maintained full-year guidance.  FY25 Funds from Operations (FFO) per share of 10.5c, missing consensus estimates of 11.3cps, primarily due to weaker residential margins.  

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07/02/2025 09:16

Stockland (SGP) $5.15

Due to many Australian fixation with property prices real estate is one of the first sectors that investors consider when interest rates fall, which makes sense as the family home often goes up in value.

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30/01/2025 10:06

Stockland (SGP) $5.24

Property is one of the first sectors that investors consider when interest rates fall, which makes sense as the family home often goes up in value, all else being equal. This morning, we’ve deliberately looked at a stock not in an MM portfolio if subscribers are considering increasing sector exposure, SGP is forecast to yield ~6% unfranked over the coming 12-months.

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11/10/2024 09:29

Stockland (SGP) $5.31

While expectations around the quantum of rate cuts have eased, the next move is still highly likely to be down, which should be enough to push this property group higher.

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12/07/2024 09:06

Stockland (SGP) $4.36

SGP rallied +2.8% on Thursday, helping the Real Estate Sector claim the top spot, finishing the session up +1.6%. We see two catalysts that can lead to a strong year ahead for SGP: additional capital partnerships to fund the development pipeline and/or lower interest rates.

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16/02/2024 09:03

Stockland (SGP) $4.64

SGP advanced +2.9% on Thursday, posting 2-year highs in the process, i.e. a bullish move on relatively muted momentum. In late 2023, SGP agreed to acquire 12 community projects from Lendlease for $1.06bn in a JV with Supalai, a solid deal in our opinion, with the transaction being ~4% accretive to FY25-27E earnings while SGP. This does, however, increase the risk on execution for Stockland.

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30/05/2023 09:21

Stockland (SGP) $4.41

Stockland operates in the commercial, residential, and retirement living property segments. SGP's Q3 update showed a continuation of steady residential improvement from a 1H23 low, with net sales of +9% from the previous quarter.

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08/02/2023 09:43

Active Income Portfolio – Amendment

We are selling our 4% holding in Stockland (SGP) to increase cash ahead of reporting. 

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