Charter Hall Retail REIT's Profit View Looks Conservative

Dow Jones
Aug 10

2226 GMT - Charter Hall Retail REIT's earnings guidance looks conservative to Jefferies. The Australian mall owner signaled operating EPS would be at least 27.3 Australian cents per unit in FY27. That would represent growth of 3.5%. Jefferies upgrades its FY27 EPS forecast by 2% to 28.0 cents. "A conservative FY27 guide with additional earnings and net tangible assets upside to come from further CCRF deployment and the September CPI rent review," analyst Andrew Dodds says. CCRF is the Charter Hall Convenience Retail Fund, which owns 24 shopping centers and 15 Bunnings warehouses. Jefferies lifts its price target by 13% to A$4.77/share. Charter Hall Retail REIT ended last week at A$4.23. "With valuation appealing and highly secure income growth on offer, we remain Buy rated," Jefferies says.

 

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