DXS have been back on my watch list over recent times. There is no question that they are a good solid company with a great diverse portfolio. I am however still sitting on the fence for the following reasons.
* Are there more write downs to come...so is the current NTA per share still inflated or is it going to get worse over the next few years?
* Will incentives to tenants continue to increase into 2024 and 25 as times become tougher and with a significant increase in leases expiring next year and the year after?
* Are companies going to downsize or rethink office and industrial space on the back of learnings from the past 3 years?
*So is the sector still going to be given a wider berth over the coming few years before things recover?
On the plus side is that Dexus has relatively low gearing and could find themselves with a ringside seat at possible upcoming distressed sales.
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$7.76 |
Change
0.130(1.70%) |
Mkt cap ! $8.346B |
Open | High | Low | Value | Volume |
$7.62 | $7.81 | $7.61 | $152.5M | 19.71M |
Buyers (Bids)
No. | Vol. | Price($) |
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4 | 92019 | $7.75 |
Sellers (Offers)
Price($) | Vol. | No. |
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$7.78 | 19000 | 6 |
View Market Depth
No. | Vol. | Price($) |
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4 | 92019 | 7.750 |
1 | 30179 | 7.740 |
6 | 101795 | 7.730 |
4 | 33108 | 7.720 |
3 | 167097 | 7.710 |
Price($) | Vol. | No. |
---|---|---|
7.780 | 19000 | 6 |
7.790 | 33008 | 3 |
7.800 | 33008 | 3 |
7.810 | 31179 | 2 |
7.820 | 30179 | 1 |
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