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

Dow Jones

Mar 14, 2025

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)

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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. (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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-03-14 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\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\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LIC.AU","symbol_name":"Lifestyle Comnts","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":{"LIC.AU":"Lifestyle Comnts","BK7145":"房地产开发"},"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":0,"need_auth":true,"code":"91000000","status":"200"}}}