My guess is it’s likely permanent based on:
- Shift in the balance of power from lessors to lessees
- Higher vacancy rates due to retailer insolvencies
- Acceleration toward online shopping.
Partially offsetting these factors are lower interest rates, but I think there is likely to be some permanent impairment coming from COVID, but at today’s price you’re still buying with a large margin of safety. All we’re really talking about here is the degree to which it is undervalued today.
The next 18-24 months will be a fascinating time to watch it all unfold.
My guess is it’s likely permanent based on:- Shift in the...
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Last
$4.35 |
Change
0.020(0.46%) |
Mkt cap ! $344.7M | |||
| Open | High | Low | Value | Volume |
| $4.37 | $4.37 | $4.34 | $8.584K | 1.973K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 688 | $4.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.41 | 2513 | 1 |
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| Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
| CDP (ASX) Chart |