REA is a quality business that’s enjoyed strong pricing power over recent years but even after its 31% correction MM is nervous towards property volumes as mortgage rates rise, if people decide not to move REA makes less money. Conversely as the economy reopens post COVID more people will be looking to relocate for work as WFH becomes less prevalent hence it’s a tough balancing act to value REA through 2022.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Performance update for March, stocks that drove returns & our current positioning
Close
Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Close
Market Matters Research Lead Shawn Hickman with David Koch
Close
Wednesday 24th April – DOW +263pts, SPI +27pts
Close
MM is neutral to positive REA under $140
Add To Hit List
Related Q&A
Thoughts on REA, CAR, & WES please
How should we handle the recent rally in SEK, AD8, HUB, REA & ALL?
What’s MM’s favourite 5 stocks for short term bull run?
Technical analysis of global indices please
Short term price targets for various stocks
Questions on CSL, REA & FMG
Relevant suggested news and content from the site
Video
WATCH
Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
Podcast
LISTEN
Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Wednesday 24th April – DOW +263pts, SPI +27pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.