Lifestyle Communities' New Bull Says Share-Price Drop Excessive -- Market Talk

Dow Jones

03-14

2338 GMT - The 20% drop in Lifestyle Communities' share price since Feb. 24 looks excessive to Citi, which upgrades the retirement village operator to buy, from neutral. Citi says it understands the uncertain sales and earnings outlook for FY 2026, but outlines reasons to be upbeat. "The steps taken by the company in February highlighted a firm commitment to balance sheet strength, which along with an improving environment (rate cuts), and a new CEO is a positive, in our view," Analyst Suraj Nebhani says. Citi also believes Lifestyle Communities remains a potential takeover target. The implied value of Lifestyle Communities' development business is between 3-8X FY 2024 EBIT, representing a big discount to peer Ingenia Communities, Citi says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 13, 2025 19:38 ET (23:38 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Citi says it understands the uncertain sales and earnings outlook for FY 2026, but outlines reasons to be upbeat. \"The steps taken by the company in February highlighted a firm commitment to balance sheet strength, which along with an improving environment (rate cuts), and a new CEO is a positive, in our view,\" Analyst Suraj Nebhani says. Citi also believes Lifestyle Communities remains a potential takeover target. The implied value of Lifestyle Communities' development business is between 3-8X FY 2024 EBIT, representing a big discount to peer Ingenia Communities, Citi says. 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Citi says it understands the uncertain sales and earnings outlook for FY 2026, but outlines reasons to be upbeat. \"The steps taken by the company in February highlighted a firm commitment to balance sheet strength, which along with an improving environment , and a new CEO is a positive, in our view,\" Analyst Suraj Nebhani says. Citi also believes Lifestyle Communities remains a potential takeover target. The implied value of Lifestyle Communities' development business is between 3-8X FY 2024 EBIT, representing a big discount to peer Ingenia Communities, Citi says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7145":"房地产开发","LIC.AU":"Lifestyle Comnts"},"translate_title":"Lifestyle Communities的新牛市称股价下跌过度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LIC.AU":0.9},"content_text":"2338 GMT - The 20% drop in Lifestyle Communities' share price since Feb. 24 looks excessive to Citi, which upgrades the retirement village operator to buy, from neutral. Citi says it understands the uncertain sales and earnings outlook for FY 2026, but outlines reasons to be upbeat. \"The steps taken by the company in February highlighted a firm commitment to balance sheet strength, which along with an improving environment (rate cuts), and a new CEO is a positive, in our view,\" Analyst Suraj Nebhani says. Citi also believes Lifestyle Communities remains a potential takeover target. The implied value of Lifestyle Communities' development business is between 3-8X FY 2024 EBIT, representing a big discount to peer Ingenia Communities, Citi says. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 13, 2025 19:38 ET (23:38 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}