19/12/2024 09:31

Domain Holdings Australia (DHG) $2.49

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06/11/2024 16:45

Domain Holdings (DHG) $2.90

DHG -5.59% was hit hard today as 1Q25 digital revenue growth of 9% y/y missed expectations which were nearer 15%. On a more positive side, they said October new listings growth has continued to accelerate, underpinning y/y depth revenue growth of 19% like-for-like.

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03/09/2024 10:04

Domain Holdings (DHG) $2.78

Nine Entertainment is still trying to decide the best action for its DHG stake. The “word on the street” is they are a keen seller, but to whom and at what price? This is a very different dynamic from REA. As we said a few weeks ago, “MM still prefers an expensive REA over a cheap DHG.”

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13/08/2024 09:36

Domain Holdings (DHG) $3.06

The slow but sure demise by DHG compared to the rise of REA feels like a “Death by a thousand cuts” – not a great investment by Fairfax as opposed to Newscorp’s major stake in REA; both media giants own over 60% of the respective platforms.

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14/02/2024 17:02

Domain (DHG) $3.38

DHG -2.31%: the property classifieds company presented reasonable 1H numbers today, though shares hit ~10 month lows before recovering into the afternoon. Revenue of $202m was largely as expected, Earnings (EBITDA) was a 4% miss at $68m but profit (NPAT) of $29m met the market on the nose.

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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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