LLC 0.70% $5.76 lendlease group

its bbb- for a reason loli was wrong on this......interest rates...

  1. 5,406 Posts.
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    its bbb- for a reason lol
    i was wrong on this......interest rates higher for longer means cap rates must increase at least another 100 bips
    some major sectoral consolidation coming
    medium term outlook is poor but everyone already knows that
    sectoral consolidation coming
    forward look gearing and cashflow remain reasonable
    question is whether llc will be a buyer or seller
    Last edited by Squizz956: 13/10/23
 
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