REA GROUP LIMITED (REA)
Share Price Analysis and Chart

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REA - REA GROUP LIMITED

FNArena Sector : Real Estate
Year End: June
GICS Industry Group : Media
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$124.34

28 Oct
2020

0.320

OPEN

$123.49

0.26%

HIGH

$125.30

0

LOW

$123.11

TARGET
$111.967 -10.0% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
IPP . MEA . DHG . APD . VTH . PWG . RMY . APZ . VOL . HMC .
MARKET CONSENSUS FORECAST
REA: 1
Title FY19
Actual		 FY20
Actual		 FY21
Forecast		 FY22
Forecast
EPS (cps) xxx 85.3 235.2 xxx
DPS (cps) xxx 110.0 119.9 xxx
EPS Growth xxx 7.0% 100.0% xxx
DPS Growth xxx - 6.8% 9.0% xxx
PE Ratio xxx N/A 52.2 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 129.0% 51.0% xxx

Dividend yield today if purchased 3 years ago: 1.54%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.90

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 27/08 - 55c (100%)

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.2

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

08/09/2020

3

Hold

$101.80

-18.13%

Morgans reduces first half FY21 volume forecasts for REA Group due to the extension of the Victorian lockdowns.

With in-person auctions prohibited until October 26 at the earliest, the broker believes the Melbourne market’s spring selling season will be severely impacted. Additionally, there is some slight weakness in national listings (ex Victoria).

However, the analyst expects the majority of deferred listings will be captured in the second half and the impact on FY21 will be more muted. Any prolonged period of share price weakness from reduced first half earnings expectations is considered a buying opportunity.

The Hold rating is unchanged and the target price is decreased to $101.8 from $104.8

FORECAST
Morgans forecasts a full year FY21 dividend of 116.00 cents and EPS of 214.00 cents.
Morgans forecasts a full year FY22 dividend of 165.00 cents and EPS of 296.00 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

REA STOCK CHART

FNArena News on REA

1
Rudi’s View: Quality & Growth, Confidence & Execution

Oct 22 2020 - Rudi's View
2
Rudi’s View: All Eyes On November 3

Sep 24 2020 - Rudi's View
3
Rudi’s View: August Reporting Favours Quality & Growth

Aug 27 2020 - Rudi's View
4
Weekly Ratings, Targets, Forecast Changes – 21-08-20

Aug 24 2020 - Weekly Reports
5
Rudi’s View: Early Signals From August 2020

Aug 20 2020 - Rudi's View

Latest Real Estate News

1
Australian Broker Call *Extra* Edition – Sep 16, 2020

Sep 16 2020 - Daily Market Reports
2
Tailwinds Strengthening For REA Group

Aug 10 2020 - Australia
3
Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020 - Rudi's View
4
Is The Co-Working Space Dead?

Jun 19 2020 - Weekly Reports
5
Challenging Second Half Ahead For REA Group

Feb 10 2020 - Australia
6
Slow Start To FY20 For REA Group

Aug 12 2019 - Australia
7
Improving Outlook For Oz Housing Prices, BIS Oxford

Jul 15 2019 - Australia
8
REA Group Resisting Hostile Environment

May 13 2019 - Australia
9
Listings Slump Impinges On Domain

May 01 2019 - Australia
10
Property Slowdown Hampers REA Group

Feb 11 2019 - Australia