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GPT Group
GPT.AU
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Should GPT Group’s New ‘Offline’ Pop‑Up Hub Strategy Matter for GPT Group (ASX:GPT) Investors?

GPT Group has launched 'Offline' at Pacific Fair, creating pop-up hubs for online brands to enhance retail space productivity. This strategy aims to boost tenant appeal and customer engagement, potentially impacting GPT's investment narrative. Despite higher finance costs and office leasing incentives, GPT's recent profitability provides a backdrop for assessing this initiative's contribution to maintaining occupancy and rental outcomes. The group's forecast projects A$1.0 billion revenue and A$738.8 million earnings by 2028, with a fair value estimate of A$5.92, suggesting an 8% upside to its current price.

Simplywall·
Simplywall·

Morgans initiates coverage of Australia's GPT, sees earnings upside from pivot to fund manager

Morgans initiates coverage of Australia's GPT Group at A$6.20 per share, highlighting its strategy to shift towards a funds management platform, potentially increasing AUM from A$37 billion to over A$85 billion. This transition could drive earnings growth of 5-7% annually. The valuation is supported by stabilizing interest rates and supply constraints, with expected EBIT of A$91m in CY25F. Domestic interest rate outlook poses a price risk, and partial divestments may affect asset quality. The stock is up 1.2%, with YTD gains of 27.9%.

Reuters·
Reuters·

A Look at GPT Group (ASX:GPT)'s Valuation Following Record Holiday Traffic Forecasts and New Engagement Initiatives

GPT Group (ASX:GPT) anticipates record holiday traffic, with over 35 million visitors expected at its shopping centers. The stock has seen a 25.1% year-to-date return, but questions remain about its valuation. Analysts peg its fair value at A$5.79, slightly above its last close of A$5.53, suggesting it's 4.4% undervalued. However, its PE ratio of 28x is higher than the global REITs average, indicating potential downside if optimism isn't met by performance.

Simplywall·
Simplywall·

GPT Group Announces Liquidity Proposal and Board Appointments

GPT Group announced that investors approved a liquidity proposal at their Annual General Meeting, deferring a 10-year liquidity event to July 2028 and allowing up to 25% upfront liquidity. The base management fee structure has been temporarily modified. Additionally, Christopher Judd and Simone Desmarchelier were appointed as independent directors to the Board of GPT Funds Management Limited. The current analyst rating for GPT stock is a Hold with a price target of A$5.55.

Tip Ranks·
Tip Ranks·

Australia's GPT Group hits over one-week high on forecast upgrade

** Shares of GPT Group rise 3.2% to A$5.51, their highest level since October 29** After market hours on Thursday, retail assets operator updated FY2025 forecast for funds from operations (FFO) to 34 Australian cents per share, up from previous estimate of no less than 33.2 Australian cents apiece** Shares up for a third straight session** Stock up 26.1% YTD, including current session moves

Reuters·
Reuters·
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