January 28, 2025 07:22 GMT
REAL ESTATE: Goodman (GMGAU: Baa1/BBB+): 8% drop
REAL ESTATE
- Shares drop 8% as Australian market reopens after holiday
- 40% of Goodman's development pipeline is in Data Centres
- The release of DeepSeek may change the landscape in terms of energy and storage needs for the sector thus calling into question GMGAU's strategy
- US$ bonds seem largely unmoved and are close to the tights.
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