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An easy way to value SCG and REA shares
Rask Media· 2025-10-21 08:57
Scentre Group (Rea Group Ltd (SCG share price in focusThe ASX:SCG ) share price has risen 19.2% since the start of 2025. The ASX:REA ) share price is about 10.7% above its 52-week low.Scentre Group is a real estate company focused on shopping centres. The group operates under the Westfield brand in Australia and New Zealand.Today, Scentre has a portfolio of 42 centres valued at more than $34 billion. Their occupancy rate sits above 99% and the centres receive more than half a billion visitors each year. The ...
I’m keeping an eye on REA shares in 2025
Rask Media· 2025-09-25 09:57
公司股价表现 - REA Group Ltd (ASX: REA) 股价自2025年初以来下跌约3.5% [2] - Zip Co Ltd (ASX: ZIP) 股价较其52周低点上涨302.8% [1][2] REA Group Ltd 业务概况 - 公司核心业务为运营房地产广告平台 realestatecomau,在约10个国家开展业务,拥有约20,000名房产中介客户 [3] - 核心澳大利亚网站每月访问量超过5500万次,澳大利亚业务贡献大部分收入 [3] - 收入主要来源于房产销售或租赁的挂牌费,金融服务(如抵押贷款经纪)占比较小 [3] - 公司多数股权由新闻集团持有 [2] REA Group Ltd 竞争优势 - 竞争优势包括网络效应和规模经济,使其在用户和浏览量上显著超越第二大市场参与者Domain [4] - 市场主导地位赋予公司更强的市场力量和定价控制权 [4] - 业务覆盖房地产全链条,包括挂牌、广告、抵押贷款经纪和房屋共享 [4] Zip Co Ltd 业务概况 - 公司是一家成立于2013年的金融科技公司,专注于先买后付服务 [5] - 业务遍及全球,与超过79,300家零售商合作,服务超过600万客户 [6] - 于2020年9月通过收购BNPL提供商Quadpay扩展美国市场 [6] 公司估值比较 - REA Group Ltd 当前市销率为17.90倍,高于其5年平均水平17.41倍,表明股价交易高于历史均值 [8] - 过去3年公司收入持续增长 [8] - Zip Co Ltd 当前市销率为6.51倍,高于其5年长期平均水平5.81倍 [9]
SCG and REA shares: 2 ASX shares to watch
Rask Media· 2025-09-22 05:17
Scentre Group (Rea Group Ltd (SCG share price in focusThe ASX:SCG ) share price is up 16.9% since the start of 2025. Meanwhile, the ASX:REA ) share price is 16.9% away from its 52-week high.Scentre Group is a real estate company specializing in shopping centres, operating under the Westfield brand in Australia and New Zealand.The group manages a portfolio of 42 centres valued at over $34 billion, boasting an occupancy rate exceeding 99% and attracting more than half a billion visitors annually.These centres ...