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ThesisLendlease: the story is balanced — Major project milestones and sales rates at flagship developments (Elephant & Castle London, Barangaroo Sydney…
value - Deep value investors attracted to 0.4x sales and 0.6x book value multiples betting on operational turnaround…
Very high sensitivity.
Watch on earnings: Australian residential property prices (CoreLogic indices) and presales rates in Sydney/Melbourne, UK residential transaction volumes and London property prices given Elephant & Castle exposure, 30-year mortgage rates in Australia and UK affecting buyer affordability.
One Sentence Summary:
Lendlease: the story is balanced — major project milestones and sales rates at flagship developments (elephant & castle london, barangaroo sydney, milan innovation district).
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
