BKW 0.83% $28.57 brickworks limited

bank interest rate 2% brickwork dividend 2.5%, page-12

  1. 16 Posts.
    lightbulb Created with Sketch. 4
    Target price $30 plus after the current softness. They are defensive and diversified - I think they'll do well in the medium term. They have a guaranteed significant income stream from their property portfolio / JV with Goodman including a huge lease with for warehousing with huge MNCs globally. They have strong stock holdings via legacy Soul Patts cross-shareholding. Materials are cream on top of this one.
 
watchlist Created with Sketch. Add BKW (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.