Australia's Homebuilders Increasingly Appeal to Jarden -- Market Talk

Dow Jones

Jan 14

0240 GMT - Jarden turns increasingly bullish about Australia's homebuilders, which have underperformed recently as investors speculate about an interest-rate rise as soon as next month. It upgrades Mirvac to buy from neutral, while continuing to rate Stockland at overweight. Analyst Tom Bodor says residential stocks look attractive "given recent underperformance, structural undersupply, government policy support, pipeline restocking measures and strong volume momentum." Also, it considers the hurdle for an interest-rate hike to be high. Explaining the Mirvac upgrade, Jarden says the company has recently won significant projects, including a redevelopment of the old Sydney Fish Market, that provide visibility to its earnings beyond its current lineup of major developments. This supports a three-year compound annual growth of 9% in its adjusted funds from operations, Jarden adds. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 13, 2026 21:40 ET (02:40 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

LOGIN / SIGN UP

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2603507716"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2603507716\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2603507716?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-14 10:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603507716","market":"sh","top_or_hot":-1,"title":"Australia's Homebuilders Increasingly Appeal to Jarden -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0240 GMT - Jarden turns increasingly bullish about Australia's homebuilders, which have underperformed recently as investors speculate about an interest-rate rise as soon as next month. It upgrades Mirvac to buy from neutral, while continuing to rate Stockland at overweight. Analyst Tom Bodor says residential stocks look attractive \"given recent underperformance, structural undersupply, government policy support, pipeline restocking measures and strong volume momentum.\" Also, it considers the hurdle for an interest-rate hike to be high. Explaining the Mirvac upgrade, Jarden says the company has recently won significant projects, including a redevelopment of the old Sydney Fish Market, that provide visibility to its earnings beyond its current lineup of major developments. This supports a three-year compound annual growth of 9% in its adjusted funds from operations, Jarden adds. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2026 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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>Australia's Homebuilders Increasingly Appeal to Jarden -- 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\">\nAustralia's Homebuilders Increasingly Appeal to Jarden -- 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\">2026-01-14 10:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0240 GMT - Jarden turns increasingly bullish about Australia's homebuilders, which have underperformed recently as investors speculate about an interest-rate rise as soon as next month. It upgrades Mirvac to buy from neutral, while continuing to rate Stockland at overweight. Analyst Tom Bodor says residential stocks look attractive \"given recent underperformance, structural undersupply, government policy support, pipeline restocking measures and strong volume momentum.\" Also, it considers the hurdle for an interest-rate hike to be high. Explaining the Mirvac upgrade, Jarden says the company has recently won significant projects, including a redevelopment of the old Sydney Fish Market, that provide visibility to its earnings beyond its current lineup of major developments. This supports a three-year compound annual growth of 9% in its adjusted funds from operations, Jarden adds. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 13, 2026 21:40 ET (02:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"BK7087","symbol_name":"多样化房地产投资信托v","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603507716","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603507716","pubTimestamp":1768358400,"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":"0240 GMT - Jarden turns increasingly bullish about Australia's homebuilders, which have underperformed recently as investors speculate about an interest-rate rise as soon as next month. It upgrades Mirvac to buy from neutral, while continuing to rate Stockland at overweight. Analyst Tom Bodor says residential stocks look attractive \"given recent underperformance, structural undersupply, government policy support, pipeline restocking measures and strong volume momentum.\" Also, it considers the hurdle for an interest-rate hike to be high. Explaining the Mirvac upgrade, Jarden says the company has recently won significant projects, including a redevelopment of the old Sydney Fish Market, that provide visibility to its earnings beyond its current lineup of major developments. This supports a three-year compound annual growth of 9% in its adjusted funds from operations, Jarden adds. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7087":"多样化房地产投资信托v","MGR.AU":"MIRVAC GROUP","SGP.AU":"STOCKLAND","BK7510":"REITs概念"},"translate_title":"澳大利亚住宅建筑商对Jarden的吸引力越来越大——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MGR.AU":0.9,"SGP.AU":0.9},"content_text":"0240 GMT - Jarden turns increasingly bullish about Australia's homebuilders, which have underperformed recently as investors speculate about an interest-rate rise as soon as next month. It upgrades Mirvac to buy from neutral, while continuing to rate Stockland at overweight. Analyst Tom Bodor says residential stocks look attractive \"given recent underperformance, structural undersupply, government policy support, pipeline restocking measures and strong volume momentum.\" Also, it considers the hurdle for an interest-rate hike to be high. Explaining the Mirvac upgrade, Jarden says the company has recently won significant projects, including a redevelopment of the old Sydney Fish Market, that provide visibility to its earnings beyond its current lineup of major developments. This supports a three-year compound annual growth of 9% in its adjusted funds from operations, Jarden adds. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 13, 2026 21:40 ET (02:40 GMT)\n\n\n  Copyright (c) 2026 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}