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Thesis: Lendlease: the risks are mounting — Secular shift to remote work reducing office development demand in core markets (Sydney, Melbourne, London CBDs)
value - Trading at 0.4x P/S and 0.6x P/B with negative operating margins attracts deep value investors betting on restructuring success…
Very high sensitivity.
Watch on earnings: Australian residential property prices (CoreLogic indices) in Sydney and Melbourne, UK commercial property yields and transaction volumes in London, 30-year mortgage rates in Australia and US affecting buyer affordability.
One Sentence Summary:
The bear case: secular shift to remote work reducing office development demand in core markets (sydney, melbourne, london cbds).
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.