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GPT Group (GPT) into Super Retail Group (SUL)

GPT Group (GPT) – again, this property name is unlikely to outperform the market while the risks of sticky inflation, at best, remain elevated in the US and potentially at home.

Super Retail Group (SUL) – not a clear beneficiary of the Trump Trade but we believe its 8% yield should lead to outperformance over property stocks.

SUL
MM prefers SUL over GPT
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GPT Group (GPT) v Super Retail Group (SUL)
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