Charter Hall Retail REIT's Outlook Shaping Up Very Well -- Market Talk

Dow Jones

Feb 09

2104 GMT - The outlook for Charter Hall Retail REIT in 2H and FY27 is shaping up very well, says Jefferies. That's because the Australian reit has significant firepower that it can deploy across its main business and the Charter Hall Convenience Retail Fund, or CCRF. Analyst Andrew Dodds points out that CCRF raised an additional A$700 million of external equity in 1H FY26, and currently maintains zero gearing compared to its 30% target. That provides it with more than A$750 million of acquisition capacity. "With Charter Hall Retail REIT now trading at a 23% discount to net tangible assets and on a 7% dividend yield, we believe this doesn't reflect the income stability, earnings outlook and potential for future operating EPS upgrades," Jefferies says. It has a buy call on Charter Hall Retail REIT's stock. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 08, 2026 16:04 ET (21:04 GMT)

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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/2610508870"},"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:\"2610508870\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2610508870?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-09 05:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610508870","market":"other","top_or_hot":-1,"title":"Charter Hall Retail REIT's Outlook Shaping Up Very Well -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2104 GMT - The outlook for <a href=\"https://laohu8.com/S/CTOUF\">Charter Hall</a> Retail REIT in 2H and FY27 is shaping up very well, says Jefferies. That's because the Australian reit has significant firepower that it can deploy across its main business and the <a href=\"https://laohu8.com/S/CHC.AU\">Charter Hall</a> <a href=\"https://laohu8.com/S/AQR.AU\">Convenience Retail</a> Fund, or CCRF. Analyst Andrew Dodds points out that CCRF raised an additional A$700 million of external equity in 1H FY26, and currently maintains zero gearing compared to its 30% target. That provides it with more than A$750 million of acquisition capacity. \"With Charter Hall Retail REIT now trading at a 23% discount to net tangible assets and on a 7% dividend yield, we believe this doesn't reflect the income stability, earnings outlook and potential for future operating EPS upgrades,\" Jefferies says. It has a buy call on Charter Hall Retail REIT's stock. (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  February 08, 2026 16:04 ET (21:04 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>Charter Hall Retail REIT's Outlook Shaping Up Very Well -- 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\">\nCharter Hall Retail REIT's Outlook Shaping Up Very Well -- 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\">2026-02-09 05:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2104 GMT - The outlook for <a href=\"https://laohu8.com/S/CTOUF\">Charter Hall</a> Retail REIT in 2H and FY27 is shaping up very well, says Jefferies. That's because the Australian reit has significant firepower that it can deploy across its main business and the <a href=\"https://laohu8.com/S/CHC.AU\">Charter Hall</a> <a href=\"https://laohu8.com/S/AQR.AU\">Convenience Retail</a> Fund, or CCRF. Analyst Andrew Dodds points out that CCRF raised an additional A$700 million of external equity in 1H FY26, and currently maintains zero gearing compared to its 30% target. That provides it with more than A$750 million of acquisition capacity. \"With Charter Hall Retail REIT now trading at a 23% discount to net tangible assets and on a 7% dividend yield, we believe this doesn't reflect the income stability, earnings outlook and potential for future operating EPS upgrades,\" Jefferies says. It has a buy call on Charter Hall Retail REIT's stock. (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  February 08, 2026 16:04 ET (21:04 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":"LU0130103400.USD","symbol_name":"Natixis Harris Associates Global Equity RA USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610508870","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610508870","pubTimestamp":1770584640,"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":"2104 GMT - The outlook for Charter Hall Retail REIT in 2H and FY27 is shaping up very well, says Jefferies. That's because the Australian reit has significant firepower that it can deploy across its main business and the Charter Hall Convenience Retail Fund, or CCRF. Analyst Andrew Dodds points out that CCRF raised an additional A$700 million of external equity in 1H FY26, and currently maintains zero gearing compared to its 30% target. That provides it with more than A$750 million of acquisition capacity. \"With Charter Hall Retail REIT now trading at a 23% discount to net tangible assets and on a 7% dividend yield, we believe this doesn't reflect the income stability, earnings outlook and potential for future operating EPS upgrades,\" Jefferies says. It has a buy call on Charter Hall Retail REIT's stock. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","CFA.SI":"NikkoAM-STC Asia REIT","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","CHTR":"特许通讯","BK4585":"ETF&股票定投概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","BK7005":"零售业房地产投资信托","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","CQR.AU":"CHARTER HALL RETAIL REIT","REIT":"ALPS Active REIT ETF","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","8C8U.SI":"Cent Accom REIT","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","BK6142":"多户式住宅房地产信托","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4559":"巴菲特持仓","BK4588":"碎股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK7162":"零售房地产信托","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","BK4100":"有线和卫星"},"translate_title":"Charter Hall零售房地产投资信托基金的前景非常好——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHTR":1.5,"REIT":1.5,"CFA.SI":1.5,"CQR.AU":0.9,"8C8U.SI":1.5},"content_text":"2104 GMT - The outlook for Charter Hall Retail REIT in 2H and FY27 is shaping up very well, says Jefferies. That's because the Australian reit has significant firepower that it can deploy across its main business and the Charter Hall Convenience Retail Fund, or CCRF. Analyst Andrew Dodds points out that CCRF raised an additional A$700 million of external equity in 1H FY26, and currently maintains zero gearing compared to its 30% target. That provides it with more than A$750 million of acquisition capacity. \"With Charter Hall Retail REIT now trading at a 23% discount to net tangible assets and on a 7% dividend yield, we believe this doesn't reflect the income stability, earnings outlook and potential for future operating EPS upgrades,\" Jefferies says. It has a buy call on Charter Hall Retail REIT's stock. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 08, 2026 16:04 ET (21:04 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}