Stock Spotlight: Goodman Group (ASX:GMG)
This week's Stock Spotlight is ASX-listed Goodman Group.
About Goodman Group.
Goodman Group is an integrated property group with operations throughout Australia, New Zealand, Asia, Europe, the United Kingdom and the Americas. Goodman Group, comprised of the stapled entities Goodman Limited, Goodman Industrial Trust and Goodman Logistics (HK) Limited, is the largest industrial property group listed on the Australian Securities Exchange and one of the largest listed specialist investment managers of industrial property and business space globally. Goodman's global property expertise, integrated own+develop+manage customer service offering and significant investment management platform ensures it creates innovative property solutions that meet the individual requirements of its customers, while seeking to deliver long-term returns for investors.

Source: Yahoo Finance
Key Stats
Key Stats
Source: Yahoo Finance, ASX. Data as of 13/09/24.
Price Performance
Growth Potential
- GMG’s high-quality investment portfolio which is globally diversified and gives exposure to developed and emerging markets.
- Strong property fundamentals which should see valuation uplifts.
- GMG could deliver attractive development margins on data centres, which provides a significant growth runway.
- With more than 50% of earnings derived offshore we expect GMG to benefit from FX translation and a prolonged period of lower rates.
- Transitioning to longer and larger projects in development
- Strong performances in Partnerships such as Cornerstone.
- GMG’s solid balance sheet providing firepower and access to expertise to move on opportunities in key gateway cities with demand for logistics space (and supply constraints) and diversify risk by partnering (i.e. growth in funding its development pipeline) or co-investment in its funds and or make accretive acquisition opportunities.
Key Risks
- Any negative changes to cap rates, net property income.
- Any changes to interest rates/credit markets.
- Any development issues such as delays.
- Adverse movements in multiple currencies for GMG such as BRL, USD, EUR, JPY, NZD, HKD and GBP.
- Any downward revaluations.
- Poor execution of M&A or development pipeline.
- Key man risk in CEO Greg Goodman.
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
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