30/06/2023 09:08

Domain Holdings (DHG) $3.71

DHG was the main board’s best-performing stock yesterday rallying +5.1% and posting a  fresh 10-month high in the process, so far it has actually outperformed market leader REA Group (REA) in 2023 although they’ve both enjoyed great 6-months.

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23/12/2022 09:30

Domain Holdings (DHG) $2.70

DHG downgraded earnings this week due to lower listing volumes which would hurt 1H23 earnings, EBITDA guidance was slashed down to $48m from $62m – until confidence returns to the Australian property market it’s hard to envisage DHG enjoying a meaningful recovery, but there will be a time for a turnaround!

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31/05/2022 09:04

Domain Holdings (DHG) $3.28

Property platform DHG continues to play second fiddle to REA Group (REA) but after almost halving since November some degree of value is returning to the on-line platform although the trifecta combination of a high valuation, tech sector and negative sentiment towards property outlook has weighed significantly on investors’ appetite for the stock. We are already seeing lower property prices in  the big cities which is usually...

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09/11/2021 09:49

Domain Holdings (DHG) $5.59

DHG is exhibiting classic “sell the pop” characteristics which has been so prevalent in 2021, after registering fresh highs in the last fortnight the stocks reversed lower as profit takers have emerged. There are no sell signals but the stock along with REA Group (REA) is not cheap after recent gains and we wouldn’t be chasing either as the RBA & APRA attempt to slow the Australian housing market.

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02/09/2021 09:43

Real Estate Sales

Australians have 2 platforms we turn to as we look at property sales in our area and of course those dream homes that one day we would love to own i.e. REA Group (REA) and Domain Holdings (DHG). Our preference between the 2 today is DHG as it plays some catch up to REA which almost tripled from its coronavirus March 2020 panic low.

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17/08/2021 16:31

Domain (DHG) $4.89

FY21 Result: A solid FY21 result for Domain particularly at the profit line which beat expectations by ~10%. The aspect that stood out to MM was guidance around rising costs plus the near term revenue outlook remains uncertain, much like REA implies when they reported. Higher costs and uncertain revenue due to lockdowns and listing volumes...

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17/08/2021 08:00

Reporting Today (ARB, BHP, BRG, BXB, CL1, DHG, DXS, EML, SGM, MFG, SCP)

Companies reporting today on MM’s radar include: BHP Billiton (BHP) FY21 Results: Result due out aftermarket today with expectations for revenue of $US59bn, EBIT of $US30.06bn, NPAT of $US17.14bn (up 96% on FY20), EPS of $US3.43, FY Dividend $US2.99. Market currently pricing NPAT for FY22 of $US15.61bn, a jump of 17%.

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10/08/2021 09:31

Domain Holdings (DHG) $4.57

DHG has been suffering of late following REA Group’s (REA) strong FY21 result but disappointing guidance for the year ahead, in the case of REA their report showed an impressive +13% in revenue but listings for July fell 3% year on year which is not what you want to see for a company priced for growth. Lockdowns are clearly the issue here and hopefully...

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