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.

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2519965478"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2519965478\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2519965478?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-14 07:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2519965478","market":"hk","top_or_hot":-1,"title":"Lifestyle Communities' New Bull Says Share-Price Drop Excessive -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 19:38 ET (23:38 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lifestyle Communities' New Bull Says Share-Price Drop Excessive -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLifestyle Communities' New Bull Says Share-Price Drop Excessive -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-03-14 07:38</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 13, 2025 19:38 ET (23:38 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7145","symbol_name":"房地產開發","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2519965478","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2519965478","pubTimestamp":1741909080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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 , 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}}}