Stockland Better Placed Than Mirvac to Outperform -- Market Talk

Dow Jones

Jun 17, 2025

2242 GMT [Dow Jones]--Australia's residential property market is improving and the timing suits Stockland better than Mirvac, says Morgan Stanley. Both companies should benefit from lower interest rates stimulating demand for homes. Stockland is heavily weighted to Masterplanned Communities, or MPC. Demand for MPC is traditionally more elastic to the residential price cycle, MS says. That means Stockland "should have earlier leverage to sales lift, and therefore revenue, versus Mirvac," analyst Lauren A. Berry says. MS estimates Mirvac may only have some 500 MPC contracts on hand. That means FY 2026 consensus for 1,800 MPC settlements looks a tad bullish, MS says. "On the other hand, we expect Stockland to comfortably achieve our 7,500 lot settlements forecast in FY 2026." (david.winning@wsj.com)

(END) Dow Jones Newswires

June 16, 2025 18:50 ET (22:50 GMT)

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Both companies should benefit from lower interest rates stimulating demand for homes. Stockland is heavily weighted to Masterplanned Communities, or MPC. Demand for MPC is traditionally more elastic to the residential price cycle, MS says. That means Stockland \"should have earlier leverage to sales lift, and therefore revenue, versus Mirvac,\" analyst Lauren A. Berry says. MS estimates Mirvac may only have some 500 MPC contracts on hand. That means FY 2026 consensus for 1,800 MPC settlements looks a tad bullish, MS says. \"<a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, we expect Stockland to comfortably achieve our 7,500 lot settlements forecast in FY 2026.\" (david.winning@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 16, 2025 18:50 ET (22:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stockland Better Placed Than Mirvac to Outperform -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStockland Better Placed Than Mirvac to Outperform -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-17 06:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2242 GMT [Dow Jones]--Australia's residential property market is improving and the timing suits Stockland better than Mirvac, says <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>. Both companies should benefit from lower interest rates stimulating demand for homes. Stockland is heavily weighted to Masterplanned Communities, or MPC. Demand for MPC is traditionally more elastic to the residential price cycle, MS says. That means Stockland \"should have earlier leverage to sales lift, and therefore revenue, versus Mirvac,\" analyst Lauren A. Berry says. MS estimates Mirvac may only have some 500 MPC contracts on hand. That means FY 2026 consensus for 1,800 MPC settlements looks a tad bullish, MS says. \"<a href=\"https://laohu8.com/S/ONON\">On</a> the other hand, we expect Stockland to comfortably achieve our 7,500 lot settlements forecast in FY 2026.\" (david.winning@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 16, 2025 18:50 ET (22:50 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":"MGR.AU","symbol_name":"MIRVAC GROUP","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2544229986","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2544229986","pubTimestamp":1750114200,"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":"2242 GMT [Dow Jones]--Australia's residential property market is improving and the timing suits Stockland better than Mirvac, says Morgan Stanley. Both companies should benefit from lower interest rates stimulating demand for homes. Stockland is heavily weighted to Masterplanned Communities, or MPC. Demand for MPC is traditionally more elastic to the residential price cycle, MS says. That means Stockland \"should have earlier leverage to sales lift, and therefore revenue, versus Mirvac,\" analyst Lauren A. Berry says. MS estimates Mirvac may only have some 500 MPC contracts on hand. That means FY 2026 consensus for 1,800 MPC settlements looks a tad bullish, MS says. \"On the other hand, we expect Stockland to comfortably achieve our 7,500 lot settlements forecast in FY 2026.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"MGR.AU":"MIRVAC GROUP","SGP.AU":"STOCKLAND","STKAF":"Stockland"},"translate_title":"Stockland比Mirvac更有能力跑赢大盘——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SGP.AU":0.9,"STKAF":1,"MGR.AU":0.9},"content_text":"2242 GMT [Dow Jones]--Australia's residential property market is improving and the timing suits Stockland better than Mirvac, says Morgan Stanley. Both companies should benefit from lower interest rates stimulating demand for homes. Stockland is heavily weighted to Masterplanned Communities, or MPC. Demand for MPC is traditionally more elastic to the residential price cycle, MS says. That means Stockland \"should have earlier leverage to sales lift, and therefore revenue, versus Mirvac,\" analyst Lauren A. Berry says. MS estimates Mirvac may only have some 500 MPC contracts on hand. That means FY 2026 consensus for 1,800 MPC settlements looks a tad bullish, MS says. \"On the other hand, we expect Stockland to comfortably achieve our 7,500 lot settlements forecast in FY 2026.\" (david.winning@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 16, 2025 18:50 ET (22:50 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}