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Lendlease Group (LLC)

ASX.LLC $9.32

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ASX.LLC $9.32

20 MINUTE DELAYED

TODAY

0.00 %

1 YEAR RETURN

-20.00%

VOLUME

1,455,775

DIV YIELD

1.82%

PE RATIO

0.00

52 WEEK RANGE

8.76

12.70

ANALYSIS
OPINION
ACTION

ANALYSIS

Overview

SHARE PRICE ACTIVITY
Last (Price)	9.32
Change	0.00 (0.00)
Bid / Ask	9.26 - 9.38
Volume	1,455,775
Volume (3mths avg)	40,901,390
Turnover	13,581,939
Open	9.36
Day Range	9.26 - 9.53
VWAP	9.33
Prev Close	9.32
Last Trade	06.10 29/06 (AEST)

KEY INFORMATION
Sector	Capital Goods
Shares Issued	679,859,678
NTA/Share	9.74
Last Dividend	0.05
Dividend Ex Date	25 FEB 2022
Dividend Pay Date	16 MAR 2022

CURRENT (AUD)
Revenue
EBITDA
Profit
Earnings Per Share (EPS)	0.32
Dividend Per Share (DPS)	0.23
Yield %	1.82
Market Cap	6,420.61
Price to Earnings Ratio (P/E)	0

TARGET PRICE FORECAST

ESTIMATES (AUD)
Revenue	0.00
EBITDA	0.00
Profit	0.00
Dividend Per Share (DPS)	0.00
Earnings Per Share (EPS)	0.00

BROKER CONSENSUS RECOMMENDATION

BUY

SELL

Target Price

0.00

Lt Growth Rate

0.00

Recommendation ()

0.00

OPINION

23/02/2022 09:18

Lendlease Corp Ltd (LLC) $10.77

Over recent decades LLC has been a very popular stock with Australian investors but post the GFC its been an underperformer albeit with some significant volatility thrown into the mix. However the companies report on Monday felt like the worst could be behind the property / infrastructure company, the board described 2022 as a reset for the business and it managed to deliver...

21/10/2021 09:33

Lend Lease (LLC) $10.91

I’m not sure if we’re a sucker for punishment having already taken a loss on global property giant LLC in 2021 although we did exit closer to $12, but following its miss on earning expectations in August the bad news could well be behind us and again the risk / reward is starting to look interesting under $11 – they just need a positive catalyst in the short term.

23/08/2021 10:08

Flagship Growth Portfolio – Amendments

We are making 3 changes to the Flagship Growth Portfolio today.

16/08/2021 11:19

Lend Lease (LLC) $11.89

FY21 Result: Lendlease (LLC) reported full year results this morning that were below expectations by around 4%. While core operating profit of $377m was up 83% YoY, it was around 4% below expectations while the full year dividend of 27cps was a whisker below the 28cps expected. The outlook was muted to say the least, with LLC calling out the complexities of operating...

16/08/2021 08:11

Reporting Today (BPT, BEN, BSL, CAR, GPT, JBH, LLC, SWM)

Reporting Calendar: Download here Companies reporting today on MM’s radar include: Beach Energy (BPT) FY21 Results: NPAT expected to be $324m

22/07/2021 09:35

Lend Lease (LLC) $11.67

LLC has struggled through 2021 under the weight of a re-emerging virus and fixed price contracts being pressured by rising input prices.

13/07/2021 09:18

Lend Lease (LLC) $11.93

MM was getting very frustrated with our LLC position and then a couple of weeks ago we saw a downgrade to guidance following a resurgence in COVID cases, also a kick up in the cost of materials will assumedly also be hurting the contractor who works on a number of fixed price contracts. However as has been typical through 2021 when stocks look their worst its often time to step and buy / average aka Whitehaven Coal (WHC) and a2 Milk (A2M).

01/07/2021 16:56

Lendlease (LLC) $11.14

LLC -2.79%: The second year in a row LLC has put through a downgrade, this year they blame the Covid situation, particularly the impact on their UK business while they also increased their provisioning for claims relating to their now jettisoned Engineering business.

01/06/2021 09:25

Lend Lease (LLC) $12.29

The company is ideally positioned for todays economy as it develops and manages property / infrastructure assets.

29/04/2021 09:27

Lend Lease (LLC) $12.68

LLC is a slightly different business to most in the real estate sector being a global property and infrastructure company which has been struggling over recent years under the weight of its engineering division which has now been jettisoned.

ACTION

LLC

UPDATED 23/02/2022 15:35

MM likes LLC under $11

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LLC

UPDATED 21/10/2021 17:01

MM likes LLC under $11 as an aggressive play

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LLC

UPDATED 23/08/2021 09:48

MM are selling LLC in the Flagship Growth Portfolio around $11.80, which is about breakeven

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LLC

UPDATED 17/08/2021 09:04

We are revieing our holding in LLC

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LLC

UPDATED 22/07/2021 16:55

MM likes LLC under $12

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LLC

UPDATED 14/07/2021 07:24

MM remains long and cautiously bullish LLC

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LLC

UPDATED 01/07/2021 17:10

We will hold our LLC position for now, however it’s on close watch

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LLC

UPDATED 01/06/2021 09:31

MM likes LLC around $12

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LLC

UPDATED 29/04/2021 16:38

MM is bullish LLC at current levels

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LLC

UPDATED 24/02/2021 09:01

MM remains bullish and long LLC.

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Business Summary

Lendlease Group (LLC) plans, constructs and manages a suite of property and infrastructure assets. It particularly focuses on commercial buildings, apartment projects and education buildings.