Chanticleer
What we learnt: COVID-19 clouds property outlook
BlueScope says it can win from COVID-related shifts in residential construction. GWA is bracing for housing weakness. It's a puzzle for investors to solve.
The start of the biggest week of the August reporting season gave equity investors a fascinating glimpse into the outlook for a very different asset class: property.
In a profit season year when chief executives are focusing more on selling the story of their company and less on COVID-19-hit numbers, BlueScope chief executive Mark Vassella argued that the steel maker is well placed to benefit from several post-COVID-19 trends.
Subscribe to gift this article
Gift 5 articles to anyone you choose each month when you subscribe.
Subscribe nowAlready a subscriber?
Introducing your Newsfeed
Follow the topics, people and companies that matter to you.
Find out moreRead More
Latest In Equity markets
Fetching latest articles