BKW brickworks limited

GMG relationship

  1. 3,324 Posts.
    lightbulb Created with Sketch. 106
    been looking into the REIT sector...

    (interestingly the REIT sector ETF VAP has outperformed the ASX200 over 10 year (excluding dividend payments).

    l was slowly increasing exposure to REITs however this sector now looks really fully valued.

    l wonder if anyone else has considered whether you can reduce your exposure to this sector to underweight because (1) of the relationship of BKW to GMG (2) a majority of profit from BKW has come from land development?

    ... just kicking the sand with ideas?
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$34.27
Change
-0.230(0.67%)
Mkt cap ! $5.241B
Open High Low Value Volume
$34.50 $34.61 $34.20 $3.077M 89.61K

Buyers (Bids)

No. Vol. Price($)
1 100 $34.20
 

Sellers (Offers)

Price($) Vol. No.
$34.42 267 2
View Market Depth
Last trade - 16.10pm 08/08/2025 (20 minute delay) ?
BKW (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.