Argosy - 1H24 Result — Smooth Sailing for Now
Argosy (ARG) reported a solid 1H24 result, broadly in line with 1H23 when normalising for one-offs in the prior period. Higher interest costs were...
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Argosy: FY23 Result — Drifting With the Tide
Argosy's (ARG) FY23 result was in line with our expectations: Higher interest costs were a key headwind which more than offset solid top line...
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Argosy: FY23 Result – Initial Thoughts
Argosy (ARG) has delivered a flat FY23 result at the distributable profit and funds from operations (FFO) lines but with adjusted funds from...
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Argosy: Last of the March Revaluations
Argosy's (ARG) 2H23 draft revaluations resulted in a -5% reduction in the book value of its portfolio; Similar to its peers, +51bps expansion of...
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Real Estate Reflections - Marching Back Lost Ground
Two property companies with a March balance date have released year end valuations that suggest flat values over 2H24, which we view as a little...
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