Region Bull Highlights Value Gap -- Market Talk

Dow Jones09-22

0147 GMT - Recent transactions for neighborhood malls highlight the value within Region's portfolio, suggests Bell Potter. The weighted average value per square meter across 25 market transactions was A$7,400/sqm. In comparison, Bell Potter says Region's portfolio average value is A$5,700/sqm. "This discrepancy may partly be due to the lag between Region valuations and recent transactions, and portfolio composition, but we see clear signs for further valuation growth," analysts Andy MacFarlane and Connor Eldridge say. This is amplified by Region's strong weighting to Australia's east coast, where land has a higher value than elsewhere. Bell Potter notes some of the 25 transactions weren't on the east coast. Despite this, Region trades at a 1.2% discount to net tangible assets. In previous growth cycles it traded at a 15%-20% premium. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

September 21, 2025 21:47 ET (01:47 GMT)

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This is amplified by Region's strong weighting to Australia's east coast, where land has a higher value than elsewhere. Bell Potter notes some of the 25 transactions weren't on the east coast. Despite this, Region trades at a 1.2% discount to net tangible assets. In previous growth cycles it traded at a 15%-20% premium. 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The weighted average value per square meter across 25 market transactions was A$7,400/sqm. In comparison, Bell Potter says Region's portfolio average value is A$5,700/sqm. \"This discrepancy may partly be due to the lag between Region valuations and recent transactions, and portfolio composition, but we see clear signs for further valuation growth,\" analysts Andy MacFarlane and Connor Eldridge say. This is amplified by Region's strong weighting to Australia's east coast, where land has a higher value than elsewhere. Bell Potter notes some of the 25 transactions weren't on the east coast. Despite this, Region trades at a 1.2% discount to net tangible assets. In previous growth cycles it traded at a 15%-20% premium. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"RGN.AU":"REGION RE LTD","BK7162":"零售房地产信托"},"translate_title":"地区牛市凸显价值差距——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RGN.AU":0.9},"content_text":"0147 GMT - Recent transactions for neighborhood malls highlight the value within Region's portfolio, suggests Bell Potter. The weighted average value per square meter across 25 market transactions was A$7,400/sqm. In comparison, Bell Potter says Region's portfolio average value is A$5,700/sqm. \"This discrepancy may partly be due to the lag between Region valuations and recent transactions, and portfolio composition, but we see clear signs for further valuation growth,\" analysts Andy MacFarlane and Connor Eldridge say. This is amplified by Region's strong weighting to Australia's east coast, where land has a higher value than elsewhere. 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