ENTITY
Goodman Group

Goodman Group (GMG AU)

152
Analysis
Real EstateAustralia
Goodman Group is an integrated industrial property group. The Group has operations in Australia, New Zealand, UK, Asia and Europe. Goodman's activities include property investment, funds management, property development and property services. The Group's property portfolio includes business parks, industrial estates, office parks and warehouse/distribution centers.
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bearishESR Group
31 Oct 2019 10:25

ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison

ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...

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bullishESR Group
21 Oct 2019 17:08

ESR Cayman IPO Valuation: A Full Price

ESR Cayman (ESR HK) has relaunched a larger IPO to raise as much as HK$11.4 billion ($1.45 billion). The indicative price range of HK$16.20-17.40...

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bearishESR Group
21 Oct 2019 09:12

ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce

In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...

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bullishESR Group
08 Oct 2019 10:16

ESR Cayman Re-Pre-IPO - Another Stab at Valuation

In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. We have heard that the company is...

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bullishESR Group
15 Sep 2019 16:16

ESR Cayman IPO: Moving Pieces

ESR Cayman (ESR HK) is the largest APAC focused logistics real estate platform by GFA and value of assets, according to JLL. Three months since...

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