Scentre, Vicinity Centres Lose Bear as Outlook Improves -- Market Talk

Dow Jones

2025/09/25

2311 GMT [Dow Jones]--Macquarie is no longer bearish about two of Australia's biggest owners of shopping malls after taking a rosier view of property asset valuations. Macquarie upgrades Scentre and Vicinity Centres to neutral. It previously had underperform calls on both stocks. Macquarie raises estimates of the valuation of major regional malls by 10.4%, with increases to its forecasts for all other property classes. The upgrades to its asset value assumptions reflect "an improved outlook for commercial real estate income fundamentals, stabilizing asset values, improving transaction volumes, falling cost of debt and increased unlisted equity inflows," Macquarie says. (david.winning@wsj.com)

(END) Dow Jones Newswires

September 24, 2025 19:14 ET (23:14 GMT)

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Macquarie upgrades Scentre and Vicinity Centres to neutral. It previously had underperform calls on both stocks. Macquarie raises estimates of the valuation of major regional malls by 10.4%, with increases to its forecasts for all other property classes. The upgrades to its asset value assumptions reflect \"an improved outlook for commercial real estate income fundamentals, stabilizing asset values, improving transaction volumes, falling cost of debt and increased unlisted equity inflows,\" Macquarie says. 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