Australien - STOCKLAND - Aktie
| eröffnet am: | 02.06.11 19:01 von: | buran |
| neuester Beitrag: | 11.04.26 22:54 von: | MrTrillion3 |
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STOCKLAND 2019 INVESTOR DAY
https://www.asx.com.au/asxpdf/20190613/pdf/445t0lr03pbkgq.pdf
eigene Anmerkung:
Alleine mal in die PDFs zwecks der Aufmachung reinschauen.
GIbt immer wieder schöne Eindrücke aus Australien.
FY19 Annexures
https://www.asx.com.au/asxpdf/20190821/pdf/447p23xf1ngy35.pdf
FY 19 Results
https://www.asx.com.au/asxpdf/20190821/pdf/447p1tdvh5j3t0.pdf
Focus on sustainable returns
- Funds from operations (FFO) $897m +4.0%
- FFO per security 37.4 cents +5.1%
- Adjusted FFO (AFFO) per security 32.5 cents +4.2%
- Distribution per security (DPS) 27.6 cents +4.2%F
- Statutory profit $311m (69.6)%
- Return on equity 11.9%+70bp
- Net tangible assets (NTA) per security $4.04 (3.3)%
- Gearing 26.7% (Within target range 20-30%)
- Residential communities resident satisfaction 93%
- Retirement Living resident happiness 8.6/10 (Above target of 8.25/10)
- Retailer satisfaction 82.5% (Above target of 75%)
- Workplace and Logistics tenant satisfaction 84% (Above target of 80%)
- Retail customer satisfaction 80% (Met target of 80%)
STOCKLAND ANNOUNCES CONTINUATION OF ON-MARKET BUY-BACK
https://www.asx.com.au/asxpdf/20190905/pdf/4487ygk2sty0pd.pdf
Stockland today announced the continuation of its previously announced on-market security buy-back in accordance with the requirement to refresh an intention to continue a buy-back after 12 months. Stockland’s on-market security buy-back will continue until 20 September 2020 or the date that it has bought-back $350 million of Stockland securities on issue, whichever is sooner. The decision to continue its buy-back programme reflects its ongoing commitment to manage its capital actively. Stockland initially announced a buyback of up to $350 million on 6 September 2018. The buyback will continue to be funded by a combination of Stockland’s existing debt facilities and proceeds received from the divestment of its non-core assets. As at 4 September 2019, Stockland has bought-back and cancelled 50,117,773 securities for a total consideration of approximately $192.36 million. Stockland Trust Management Limited (STML) as Responsible Entity of Stockland Trust does not hold any Stockland securities. Associates of STML hold 8,748,719 Stockland securities.
1Q20 Update
https://www.asx.com.au/asxpdf/20191021/pdf/449p7pvzwwycb0.pdf
Residential
•Sales moderately above expectations in the quarter, on track to deliver over 5,000 lot settlements in FY20
Retirement Living
•Net reservations increased by 9.7%1on prior corresponding period reflecting improvement in both customer sentiment and housing market conditions
Workplace and Logistics
•Leasing activity remains strong with 105,460 sqmleased
•Strong WALE maintained
Retail
•2.6% growth in comparable MAT2
•Leasing spreads in line with budgetIncrease Workplace and Logistics weighting
Acquisition
•Conditional agreement to purchase two logistics assets in Brisbane with end development value of approximately $140m and consolidate a 71Ha landholding in Western Sydney with end development value of approximately $500m
Development
•$2.5bn development pipeline progressing and developing new JV opportunities, including Melbourne Business Park and Western Sydney land
Capital reallocation
•Acquisitionof 50% interest of Piccadilly to be fully funded through disposal of 50% interest in 135 King Street/Glasshouse
Credit ratings
•A-(S&P) and A3 (Moody’s) ratings maintained
STOCKLAND ON TRACK WITH SOLIDFIRST QUARTER RESULTS
https://www.asx.com.au/asxpdf/20191021/pdf/449p7ddynbychz.pdf
Around 80per cent of our residential customers are owner occupiers,and the currentlow interest rateenvironment, improving creditconditions and government incentivesare driving buyerconfidence. Our strong brand and reputation for quality, liveable, affordable communities underpins our results, as customers are increasinglypurchasingfrom established companies they can trust.
STOCKLAND 1H20 RESULT
https://www.asx.com.au/asxpdf/20200219/pdf/44f6vtzcbwb9jr.pdf
Financial results for the halfyear ended 31December2019:
- Statutory profit up 68.1% to $504million on 1H19
- Funds from operations (FFO) of $384million, down5.6% on 1H19due to the expected second half skew
- FFO per security of 16.1cents, down4.2% on 1H19due to the expected second half skew
- Adjusted funds from operations (AFFO) of $338million, down4.2%on 1H19
- AFFO per security of 14.2cents,down2.7% on 1H19
- Net tangibleassets (NTA) per security of $4.12, up from $4.04at 30 June 2019
- Distribution per security (DPS) of 13.5 cents, distribution payout ratio of 84%
Outlookfor FY20:
We forecast FFO per security of 37.4 cents and DPS of 27.6cents for FY20, assumingno material change in market conditions
1H20 Results Presentation
https://www.asx.com.au/asxpdf/20200219/pdf/44f6w6jnf2t41f.pdf
LIQUIDITY UPDATE
https://www.asx.com.au/asxpdf/20200414/pdf/44gxwrvlznw820.pdf
As at 29 February 2020 Stocklandhadtotal available liquidity of $850 million, comprising cash and committed undrawn bank debt facilities.The Group has a strong balance sheet, with gearing within target range, and we continue to maintain significant headroom in financial covenants. Stockland has investment grade credit ratings of A-/A3 with stable outlook from S&P and Moody’s respectivelyand it has been a long term policy of the Group to maintain appropriate liquidity to fund its strategic priorities.
3Q20 Update
https://www.asx.com.au/asxpdf/20200513/pdf/44hshxnsk5w5m2.pdf
STOCKLAND PROVIDES 3Q20 OPERATIONAL UPDATE AND RESPONSE TO COVID-19
https://www.asx.com.au/asxpdf/20200513/pdf/44hshvpmymc6q9.pdf
Property Portfolio 30 June 2020
https://www.asx.com.au/asxpdf/20200825/pdf/44lvsd6hkvcknt.pdf
Stockland FY20 Results Presentation
https://www.asx.com.au/asxpdf/20200825/pdf/44lvq6fffrnz8q.pdf
STOCKLAND DELIVERS FY20 RESULT REFLECTING BENEFITS OF A DIVERSIFIED PORTFOLIO
https://www.asx.com.au/asxpdf/20200825/pdf/44lvq0q051n50x.pdf
Financial results for the 12 months ended 30 June 2020
•Proactive execution of key strategic prioritiesincluding non-core asset divestments, increased capital allocation to Workplace and Logistics, Communities restocking and strong Residential settlements
•Funds from operations (FFO) of $825 million, down 8.0%on FY19 largely due to COVID-19 impacts on operations
•FFO per security of 34.7 cents, down 7.2%on FY19
•Statutory loss of $14millionincludesCOVID-19 impacted net devaluationsin Commercial Property of $464million1andnet fair valuedeclineof$116 million in Retirement Living•Adjusted funds from operations (AFFO) per security of 31.0cents, down 4.6%on FY19
•Distribution per security (DPS) of 24.1 cents, distribution payout ratio of 70%,slightly below target range, and fully covered by operating cashflows•Net operating cashflowsof over $1.1 billion reflects strong residential settlements; gearing of 25.4% an improvement from26.7% at 30 June 2019
•Net tangible assets (NTA) of $3.77per security, down 6.7%from $4.04 at 30 June 2019primarily as a result of propertydevaluations
•Retail Town Centre weightingof39%portfolio value(proforma)2reduced from 45%at 30 June 2019due to divestments and the impact of property devaluations; strategic increase in Workplaceand Logistics weighting to 29%portfolio value (proforma)2,up from 23%at 30 June 2019 reflecting developments and transactions
•Commercial Property rentcollection at 31 July 2020of 70%3for4Q20and 83%3of 2H20.
1H21 Results Presentation
https://hotcopper.com.au/threads/...h21-results-presentation.5927627/
1H21 Result
https://hotcopper.com.au/threads/ann-stockland-1h21-result.5927609/
Financial results for the six months ended 31 December 2020 (1H21)
• Funds from operations (FFO) of $386 million, up 0.4% on 1H20
• FFO per security of 16.2 cents, up 0.6% on 1H20
• Statutory profit of $350 million (1H20: $504 million)
• Adjusted funds from operations (AFFO) per security of 14.1 cents, down 0.7% on 1H20
• Distribution per security (DPS) of 11.3 cents, up 6.6% on 2H20, fully covered by operating cashflows
• Net operating cashflows of $493 million reflect strong Residential settlements and improved rental
collections
• Gearing of 24.2%, improved from 25.4% at 30 June 2020
• Net tangible assets (NTA) of $3.78 per security, up 0.3% from 30 June 2020
• Commercial Property rent collection now 90% of net billings at 31 January 2021
https://hotcopper.com.au/threads/ann-stockland-q321-update.6014414/
Q321 Presentation
https://hotcopper.com.au/threads/...ckland-q321-presentation.6014444/
https://hotcopper.com.au/threads/...nd-investor-presentation.6168536/
Stockland Property Portfolio as at 30 June 2021
https://hotcopper.com.au/threads/...folio-as-at-30-june-2021.6231662/
Stockland FY21 Results Presentation
https://hotcopper.com.au/threads/...y21-results-presentation.6231521/
Stockland announces FY21 Results
https://hotcopper.com.au/threads/...d-announces-fy21-results.6231491/
Statutory profit of $1.1 billion up from $(21) million in FY20
• FFO down 4.6% to $788 million
• FFO per security down 4.6% to 33.1 cents – at the top end of previous guidance (32.5 to
33.1cents)
• Residential underlying FFO excluding transaction profits1 up 20.5% versus FY20
• Residential net sales volumes up 54.2% versus FY20 to 7,700 lots2
• Residential settlement volumes up 19.8% to 6,374 lots
• Record established sales for the Retirement Living business and strong settlement growth
• Commercial Property like for like FFO growth of 3.9% with many metrics better than pre-
COVID-19 levels
• Solid improvement in Retail leasing activity, rent spreads and cash collection rates
• Close to 100% of tenant negotiations for the FY20 Commercial Code of Conduct
completed
• 97%3 of FY21 rent collected across the Commercial Property portfolio (96% retail, 99%
logistics and 98% workplace), after abatements
• Executing on our $5.5 billion4 Logistics, Life Sciences & Technology pipeline, with several
key leasing, planning and construction milestones reached during the period
• Net Tangible Assets (NTA) up 5.3% to $3.98 per security, reflecting positive revaluation
gains and strong cash generation
• Capital management metrics strong with gearing at 21.4% down 400 basis points on
FY20, available liquidity maintained at around $2.2 billion, cost of debt down for the 7th
consecutive year to 3.7% and operating cashflow consistent year on year at $1.0 billion
• $33 billion5 development pipeline provides visibility of future development profits and
creation of high quality investment product for the Group and its capital partners
• Halcyon transaction (July 2021) accelerates land lease strategy and is immediately
accretive to FFO
https://hotcopper.com.au/threads/...kland-1q22-market-update.6358331/
1Q22 Market Update Presentation
https://hotcopper.com.au/threads/...rket-update-presentation.6358343/
Freue mich bereits auf zusätzlichen Dividenden (normalerweise August und Februar) und gehe gedanklich sehr long mit diesem Titel.
"Stockland ist ein australischer Real Estate Investment Trust, der durch Landbesitz, der Industrie-, Einzelhandels- und Wohninteressen umfasst, konstante Dividendenrenditen erzielt. Der A-REIT begrüßte kürzlich Ivanhoé Cambridge und Mitsubishi Estate auf seiner Drittkapitalplattform.
Stockland wurde zunächst hart von der Covid-19-Pandemie getroffen. Aber es profitiert jetzt vom Immobilienboom und bereitet es auf einen anhaltenden Gewinn für die kommenden Jahre vor. Und als einziger A-REIT auf dieser Liste ist das Engagement in Stockland eine einfache Möglichkeit, das Risiko in einem Dividendenportfolio zu diversifizieren.
Die Dividende von Stockland für 2021 lag bei 0,25 US-Dollar und damit über den 0,22 US-Dollar von 2020, aber einige Cent unter dem Rekord von 2019. Mit der Wiedereröffnung der Weltwirtschaft, da sich Australien von der Just-in-Time-Produktion entfernt, könnte die Nachfrage nach seinen Einzelhandels- und Lagerflächen jeden Rückgang des Wohnimmobilienwerts übertreffen."
Quelle s. Link hierunter
Aus dem Englischen übersetzt mit MS Edge
"Stockland hat mit Autism Spectrum Australia (Aspect), Australiens größtem Dienstleister für Menschen im Autismus-Spektrum, zusammengearbeitet, um als erstes Immobilienunternehmen sensorische Karten seiner Einkaufszentren zu erstellen, um Kunden mit Autismus und ihre Familien zu unterstützen.
Sensorische Karten geben Kunden mit sensorischen Verarbeitungsunterschieden, wie Autismus, die Möglichkeit, im Voraus zu planen, bevor sie neue Umgebungen besuchen, um besser durch Situationen zu navigieren, die Angst oder Stress überfordern oder verursachen können.
Sensorische Stressoren können eine beliebige Kombination aus Lärm, Licht, Geruch, Berührung sowie Gedränge oder belebte Bereiche sein. Sensorische Probleme können durch Stress durch Warten oder die Unvorhersehbarkeit öffentlicher Räume verschärft werden.
Sowohl Stockland als auch Aspect haben viel aus der Zusammenarbeit gelernt, um die ersten sensorischen Karten für Einkaufszentren zu entwerfen. Um die sensorischen Karten zu entwickeln, führte das autismusfreundliche Team von Aspect Bewertungen in den Einzelhandelszentren von Stockland in Green Hills, Merrylands, Shellharbour, Wetherill Park, Point Cook und Wendouree durch.
Bei den Bewertungen besuchten autistische Berater die Zentren an einem normalerweise arbeitsreichen Tag und gaben Feedback zu ihren Erfahrungen und Ratschläge zu potenziellen positiven Aspekten, Herausforderungen und Lösungen für Gemeinschaftsräume.
Michelle Abbey, Executive General Manager für Retail Town Centres, sagte: "Wir freuen uns, während des World Autism Understanding Month mit der Einführung von sensorischen Karten in unseren Retail Town Centres zu beginnen, was ein positiver Schritt in Richtung eines unserer Nachhaltigkeitsziele ist, den gleichberechtigten Zugang zu unseren Vermögenswerten zu verbessern.
"Seit einiger Zeit haben wir Sensitive Santa-Sitzungen in unseren Zentren für Kinder mit sensorischen Unterschieden, so dass Familien eine Weihnachtserinnerung in einer ruhigen und entspannten Umgebung festhalten können, normalerweise bevor die meisten Geschäfte öffnen.
"Wir schaffen jetzt mehr Möglichkeiten für Kunden im Autismus-Spektrum und Menschen mit anderen versteckten Behinderungen, mit farbcodierten sensorischen Karten auf unsere Zentren zuzugreifen, die verschiedene Zonen von sensorfreundlichen Zonen in Blau bis hin zu hohen sensorischen Zonen in Rot hervorheben.
"Wir arbeiten seit 2020 mit Aspect zusammen, um die Inklusion und Zugänglichkeit innerhalb unserer Einzelhandelsimmobilien zu verbessern, und wir freuen uns darauf, in den nächsten zwei bis drei Jahren sensorische Karten in unserem gesamten Portfolio an Einzelhandelszentren einzuführen", sagte Frau Abbey.
Jacqui Borland, CEO von Aspect, sagte: "Diese Art von Inklusionsprojekten ist einfach so wichtig.
"Etwas so Einfaches wie der Besuch des örtlichen Ladens kann aufgrund einer Reihe von Unbekannten über die Umwelt mit Angst behaftet sein.
"Das Wissen über diese Umgebung vor der Ankunft wird dazu beitragen, Sicherheit zu schaffen und einen großen Beitrag zur Verringerung der Angst zu leisten. Es ist einfach ein großer Schritt in Richtung einer integrativeren und verständnisvolleren Gesellschaft", sagte Frau Borland.
Sensorische Karten können von den Websites von Stockland Green Hills, Stockland Merrylands, Stockland Shellharbour, Stockland Wetherill Park, Stockland Point Cook und Stockland Wendouree eingesehen und heruntergeladen werden, die auch an den Kundendiensten in unseren Einzelhandelszentren erhältlich sind."
Quelle s. Link hierunter (EN)
Stockland ist m.E. ein solides Unternehmen mit einer attraktiven Dividendenrendite von ca. 6 %.
https://www.intelligentinvestor.com.au/shares/asx-sgp/stockland