REA Bull Sees Post-Result Selloff as Overdone -- Market Talk

Dow Jones02-06

0328 GMT - REA Group's bull at Citi views the selloff that followed the real-estate advertiser's 1H profit miss as overdone. Analyst Siraj Ahmed reckons the fall is large given the scale of the miss. However, any negative news was always likely to be badly received, given elevated concerns across the sector, he says. The analyst tells clients in a note that the News Corp-controlled company's expectation of continued double-digit yield growth in fiscal 2027 is a positive. Ahmed notes that the driver of the 1H profit miss relative to his forecasts was the effective tax rate expected across the full year. Citi has a buy rating and a A$222.70 target price on the stock, which is down 7.4% at A$168.90. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 05, 2026 22:28 ET (03:28 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2609348530?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-06 11:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2609348530","market":"sh","top_or_hot":-1,"title":"REA Bull Sees Post-Result Selloff as Overdone -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0328 GMT - REA Group's bull at Citi views the selloff that followed the real-estate advertiser's 1H profit miss as overdone. Analyst Siraj Ahmed reckons the fall is large given the scale of the miss. However, any negative news was always likely to be badly received, given elevated concerns across the sector, he says. The analyst tells clients in a note that the <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>-controlled company's expectation of continued double-digit yield growth in fiscal 2027 is a positive. Ahmed notes that the driver of the 1H profit miss relative to his forecasts was the effective tax rate expected across the full year. Citi has a buy rating and a A$222.70 target price on the stock, which is down 7.4% at A$168.90. <a href=\"https://laohu8.com/S/NWSLL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 22:28 ET (03:28 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>REA Bull Sees Post-Result Selloff as Overdone -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nREA Bull Sees Post-Result Selloff as Overdone -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-06 11:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0328 GMT - REA Group's bull at Citi views the selloff that followed the real-estate advertiser's 1H profit miss as overdone. Analyst Siraj Ahmed reckons the fall is large given the scale of the miss. However, any negative news was always likely to be badly received, given elevated concerns across the sector, he says. The analyst tells clients in a note that the <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>-controlled company's expectation of continued double-digit yield growth in fiscal 2027 is a positive. Ahmed notes that the driver of the 1H profit miss relative to his forecasts was the effective tax rate expected across the full year. Citi has a buy rating and a A$222.70 target price on the stock, which is down 7.4% at A$168.90. <a href=\"https://laohu8.com/S/NWSLL\">News Corp</a> is the parent company of Dow Jones &amp; Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 05, 2026 22:28 ET (03:28 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609348530","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609348530","pubTimestamp":1770348480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0328 GMT - REA Group's bull at Citi views the selloff that followed the real-estate advertiser's 1H profit miss as overdone. Analyst Siraj Ahmed reckons the fall is large given the scale of the miss. However, any negative news was always likely to be badly received, given elevated concerns across the sector, he says. The analyst tells clients in a note that the News Corp-controlled company's expectation of continued double-digit yield growth in fiscal 2027 is a positive. Ahmed notes that the driver of the 1H profit miss relative to his forecasts was the effective tax rate expected across the full year. Citi has a buy rating and a A$222.70 target price on the stock, which is down 7.4% at A$168.90. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7503":"科技股","REA.AU":"REA GROUP LTD","BK4212":"包装食品与肉类","POST":"Post Holdings","BK7002":"互动媒体与服务"},"translate_title":"REA多头认为业绩公布后的抛售过度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REA.AU":0.9,"POST":1.5},"content_text":"0328 GMT - REA Group's bull at Citi views the selloff that followed the real-estate advertiser's 1H profit miss as overdone. Analyst Siraj Ahmed reckons the fall is large given the scale of the miss. However, any negative news was always likely to be badly received, given elevated concerns across the sector, he says. The analyst tells clients in a note that the News Corp-controlled company's expectation of continued double-digit yield growth in fiscal 2027 is a positive. Ahmed notes that the driver of the 1H profit miss relative to his forecasts was the effective tax rate expected across the full year. Citi has a buy rating and a A$222.70 target price on the stock, which is down 7.4% at A$168.90. News Corp is the parent company of Dow Jones & Co., publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 05, 2026 22:28 ET (03:28 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609348530","isCrawlerRequest":true}