CHARTER HALL LONG WALE REIT (CLW)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

CLW - CHARTER HALL LONG WALE REIT

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

Charter Hall Long WALE is an Australian Real Estate Trust investing in real estate assets that are predominantly leased to corporate and government tenants. It has been listed since 2016.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.46

05 Dec
2022

0.030

OPEN

$4.46

0.68%

HIGH

$4.51

1,047,577

LOW

$4.43

TARGET
$4.528 1.5% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
URW . CQE . ABP . BWP . CDP . CHC . COF . CQR . DXS . FDC . GJT . GMF . IOF . LEP . NSR . SCG . TIX . TOF . SCP . GDF . PLG . VCX . WPR . GDI . AQR . WOT . NPR . AOF . ARF . AVN . RFF . ECF . DXI . TGP . ERF . HDN . IAP . CDP . CIP . REP . HCW . DXC .
FNARENA'S MARKET CONSENSUS FORECASTS
CLW: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 134.2 27.9 xxx
DPS (cps) xxx 30.5 28.0 xxx
EPS Growth xxx 18.2% - 79.2% xxx
DPS Growth xxx 4.5% - 8.3% xxx
PE Ratio xxx N/A 16.0 xxx
Dividend Yield xxx N/A 6.3% xxx
Div Pay Ratio(%) xxx 22.7% 100.2% xxx

Dividend yield today if purchased 3 years ago: 5.21%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

6.88

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: 29/09 - ex-div 7c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx134.2
DPS All xxxxxxxxxxxxxxx30.5
Sales/Revenue xxxxxxxxxxxxxxx219.7 M
Book Value Per Share xxxxxxxxxxxxxxx616.7
Net Operating Cash Flow xxxxxxxxxxxxxxx187.7 M
Net Profit Margin xxxxxxxxxxxxxxx415.07 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx23.57 %
Return on Invested Capital xxxxxxxxxxxxxxx16.72 %
Return on Assets xxxxxxxxxxxxxxx16.33 %
Return on Equity xxxxxxxxxxxxxxx23.57 %
Return on Total Capital xxxxxxxxxxxxxxx4.07 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx29.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

10/08/2022

3

Equal-weight

$4.65

4.26%

Charter Hall Long WALE REIT reported FY22 EPS of 30.5cpu, in-line with Morgan Stanley's estimate. FY23 EPS guidance was for 28cpu, a decline of -8.2%, though in-line with the consensus expectation.

The broker likes the healthy rent growth expectations for FY23. The 49% of leases linked to CPI will attract a 6.3% uplift, while the balance will be fixed at 3.1%.

The analyst estimates the REIT has raised FY23/24 funds from operations (FFO) by 4-5%, by paying -$22m upfront for a two year interest rate swap at 1.5% (half the market rate), thereby reducing its interest rate for FY23/24.

FORECAST
Morgan Stanley forecasts a full year FY23 dividend of 27.90 cents and EPS of 27.90 cents.
Morgan Stanley forecasts a full year FY24 EPS of 29.00 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

CLW STOCK CHART