REA Value Appears to Hinge on Threat From Domain -- Market Talk

Dow Jones

2025/07/17

0043 GMT - The question of how much value there is in REA Group shares hinges on how fierce a rival Domain turns out to be under its new owner, says Jefferies analyst Roger Samuel. He thinks there could be as much as 20% upside to the News Corp-controlled property advertiser's shares if competitive risks are more benign than feared. Conversely, he sees 11% downside if new owner CoStar can restore Domain's market position. He tells clients in a note that an investigation by competition regulators into alleged price gouging by REA is a non issue. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. Jefferies lifts its target price by 1.7% to A$250.00 and keeps a hold rating on REA. Shares are up 0.9% at A$238.30. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 16, 2025 20:43 ET (00:43 GMT)

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He thinks there could be as much as 20% upside to the <a href=\"https://laohu8.com/S/NWSA\">News Corp</a>-controlled property advertiser's shares if competitive risks are more benign than feared. Conversely, he sees 11% downside if new owner <a href=\"https://laohu8.com/S/CSGP\">CoStar</a> can restore Domain's market position. He tells clients in a note that an investigation by competition regulators into alleged price gouging by REA is a non issue. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. Jefferies lifts its target price by 1.7% to A$250.00 and keeps a hold rating on REA. Shares are up 0.9% at A$238.30. 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He thinks there could be as much as 20% upside to the <a href=\"https://laohu8.com/S/NWSA\">News Corp</a>-controlled property advertiser's shares if competitive risks are more benign than feared. Conversely, he sees 11% downside if new owner <a href=\"https://laohu8.com/S/CSGP\">CoStar</a> can restore Domain's market position. He tells clients in a note that an investigation by competition regulators into alleged price gouging by REA is a non issue. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. Jefferies lifts its target price by 1.7% to A$250.00 and keeps a hold rating on REA. Shares are up 0.9% at A$238.30. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 16, 2025 20:43 ET (00:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2552217143","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552217143","pubTimestamp":1752712980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0043 GMT - The question of how much value there is in REA Group shares hinges on how fierce a rival Domain turns out to be under its new owner, says Jefferies analyst Roger Samuel. He thinks there could be as much as 20% upside to the News Corp-controlled property advertiser's shares if competitive risks are more benign than feared. Conversely, he sees 11% downside if new owner CoStar can restore Domain's market position. He tells clients in a note that an investigation by competition regulators into alleged price gouging by REA is a non issue. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. Jefferies lifts its target price by 1.7% to A$250.00 and keeps a hold rating on REA. Shares are up 0.9% at A$238.30. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","BK7002":"互动媒体与服务","REA.AU":"REA GROUP LTD"},"translate_title":"REA价值似乎取决于来自领域的威胁——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REA.AU":0.9},"content_text":"0043 GMT - The question of how much value there is in REA Group shares hinges on how fierce a rival Domain turns out to be under its new owner, says Jefferies analyst Roger Samuel. He thinks there could be as much as 20% upside to the News Corp-controlled property advertiser's shares if competitive risks are more benign than feared. Conversely, he sees 11% downside if new owner CoStar can restore Domain's market position. He tells clients in a note that an investigation by competition regulators into alleged price gouging by REA is a non issue. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. 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