20/08/2026 16:43

Goodman Group (ASX: GMG) $28.78

GMG –1.51%: delivered a clean FY26 result broadly in line with expectations. We liked the result though the share price reaction implies the market might have been looking for a little bit more on the growth in FY27 above the 9% guided to by Goodman. 

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05/08/2026 09:35

Goodman Group (GMG) $30.20

Goodman's business transformation is accelerating, with over 70% of its development pipeline now dedicated to data centres, a proportion we could see rise further at this month's result. The company has evolved from a traditional industrial landlord into a global AI and digital infrastructure developer, but its long-duration earnings profile means the share price remains highly sensitive to bond yields. If we are correct and Australian bond yields are nearing a peak, Goodman could rerate meaningfully from current levels, particularly as the market increasingly recognises its exposure to one of the decade's most compelling structural growth themes.

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28/05/2026 09:28

Goodman Group (ASX: GMG) $31.13

GMG delivered a broadly inline trading update this week, reaffirming FY26 guidance, but it was the market's reaction that we found the most interesting - the stock initially dipped under $29,  for the first time since April, before reversing higher; it closed ~9% above the swing low on Wednesday.

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21/04/2026 09:22

Goodman Group (ASX:GMG) $29.82

GMG, one of the world's largest industrial property companies, has made one of the most significant strategic pivots on the ASX, transforming from a logistics and warehouse landlord into a major force in global DC development. Data centres now account for almost 70% of Goodman's total development work-in-progress of $12.4 billion, with that figure projected to grow to over $17.5 billion by June 2026, anchored by a secured pipeline of 1.8 gigawatts across power-constrained metro locations in Sydney, Tokyo, Paris, Frankfurt, Los Angeles and Hong Kong.

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19/02/2026 17:18

Goodman Group (GMG) $29.82

Goodman Group (GMG) -3.96%: we covered this morning, however a few points to add post call and negative market reaction. The market has sold it off on occupancy and China softness, despite a headline beat driven by development (including data centres) and net interest income. 

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19/02/2026 09:41

Goodman Group (GMG) $31.05

GMG delivered a solid 1H result, with operating profit slightly ahead of consensus despite revenue softness, while guidance was reaffirmed for ~9% EPS growth.

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23/12/2025 16:40

Goodman Group (GMG) $31.63

GMG +8.25%:  The ASX’s premier property player has taken another step in building out its global digital infrastructure pipeline, announcing a 50/50 European data centre partnership with Canada Pension Plan Investment Board (CPP Investments).

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23/12/2025 09:07

Goodman Group (GMG) $29.22

GMG is a major industrial/property group with a growing digital infrastructure footprint, including data-centre (DC) development and power capacity for hyperscale facilities. GMG is different in the data-centre space because it approaches it as a property developer and owner, not a pure data-centre operator like NEXTDC. Goodman mainly develops, owns and leases data-centre real estate, while specialist operators run the facilities and sell colocation services, i.e. NXT, by contrast, operates the data centres itself.

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05/11/2025 17:26

Goodman Group (GMG) $31.23

GMG -3.4%: edged higher today after reaffirming its full-year operating earnings per share (EPS) guidance at +9% for FY26 – inline with expectations, though they did suggest a 2H skew is likely.

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05/11/2025 17:23

Goodman Group (GMG) $31.23

GMG -3.4%: edged higher today after reaffirming its full-year operating earnings per share (EPS) guidance at +9% for FY26 – inline with expectations, though they did suggest a 2H skew is likely.

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