Goodman Share Price Lower Despite Smashing FY24 Guidance
Goodman Share Price Lower Despite Smashing FY24 Guidance
The $Goodman Group (GMG.AU)$ share price is under pressure on Thursday morning.
本基金尋求於東歐地區註冊的主要權益關聯發行人的長期升值投資。$Goodman Group (GMG.AU)$ 週四上午的時候，股價面臨了壓力。
At the time of writing, the industrial property company's shares are down almost 1.5% to $34.70.
截至本文寫作時，該工業地產公司的股票下跌了近1.5%，至34.70美元。
This follows the release of the company's FY 2024 results before the market open.
這是在該公司在市場開盤前公佈其2024財年業績後出現的。
Goodman share price lower on results
結果讓Goodman的股價下跌。
Portfolio occupancy at 97.7%
Like-for-like net property income (NPI) growth of 4.9%
Operating profit up 15% to $2,049.4 million
Operating earnings per share up 14% to 107.5 cents
Statutory loss of $98.9 million
Full-year distribution of 30 cents per share
組合佔用率爲97.7%。
房地產淨收入同店增長率爲4.9%。
營業利潤增長15%，達到2.0494億美元。
每股營業收益增長14%，達到107.5美分。
4470萬美元的赤字。
全年每股分配爲30美分。
What happened in FY 2024?
FY2024年發生了什麼？
For the 12 months ended 30 June, Goodman reported a 15% increase in operating profit to $2,049.4 million and a 14% lift in operating earnings per share to 107.5 cents. The latter was ahead of its upgraded guidance for 13% growth and well beyond its original guidance of 9% growth for FY 2024.
截至2021年6月30日12個月，Goodman報告營業利潤增長15%，達到2.0494億美元，每股營業收益增長14%，達到107.5美分。 後者超過其13%增長的升級指引，並遠遠超出其2024財年9%增長的原始指引。這是由於其倉庫和數據中心的強勁需求、新開發項目以及庫存不同物業的淨租金同店增長率增加了4.9%。
This was driven by a combination of strong demand for its warehouses and data centres, new developments, and a 4.9% increase in like-for-like property income.
不過，一個負面因素是Goodman在這一年錄得4470萬美元的赤字。這反映出公司和合作夥伴在2024財年的重新估價變動。
One negative, though, was that Goodman recorded a statutory loss of $98.9 million for the year. This reflects negative revaluation movements across the company and partnerships in FY 2024.
儘管如此，這並沒有阻止Goodman在2024財年將其每股分紅保持不變爲30美分。
Nevertheless, this couldn't stop Goodman from keeping its distributions flat at 30 cents per share in FY 2024.
Goodman的首席執行官Greg Goodman對公司的業績感到滿意。他說:
Management commentary
管理評論
Goodman's CEO, Greg Goodman, was pleased with the company's performance. He said:
Goodman正在提供至關重要的製造行業設施，我們的倉庫和數據中心支持着經濟中的物品和數據流動。數字經濟的擴張正在加速。電子商務、雲計算和採用人工智能和機器學習等新技術的普及正在爲Goodman開發客戶正在尋求的基礎設施創造巨大的機會。
Goodman is providing essential infrastructure, with our warehouses and data centres supporting the flow of goods and data through the economy. The expansion of the digital economy continues at pace. The growth of e-commerce, cloud computing, and adoption of new technologies, including artificial intelligence and machine learning, is creating significant opportunity for Goodman to develop the infrastructure our customers are seeking.
This has supported the Group's strong operational results, despite global market uncertainty. Operating profit was $2.05 billion, up 15% for the year, and operating EPS was up 14% on the previous year. This was significantly ahead of our original operating EPS growth guidance of 9%, as we continued to successfully execute our strategy.
Our focus has remained on logistics and data centre opportunities in key cities around the world, where barriers to entry are high and supply is limited.
這支持了集團在全球市場不確定性下的強勁運營業績。營業利潤爲20.5億美元，同比增長15%，每股收益由上一年的95美分增長至107.5美分。這顯著超出了我們原始營業EPS增長指引9%，因爲我們繼續成功地執行我們的策略。我們的重點一直是全球重點城市物流和數據中心機會，在那裏進入壁壘高，供應不足。
Goodman股票今天的疲軟表現可能是由於管理層對2025財年的保守預期。
我們的重點一直放在世界主要城市的物流和數據中心機會上，這些城市的進入門檻很高，供應又很有限。
Outlook
展望
The weakness in the Goodman share price today could be due to management's conservative guidance for FY 2025.
今天Goodman股價下跌可能是因爲管理層對FY 2025的保守指引。
It is guiding to operating earnings per share of 117.2 cents, which is up 9% on FY 2024.
它引導每股收益117.2分，比FY2024年增長9%。
However, it is worth remembering that Goodman has a habit of underpromising and overdelivering on its guidance. So, it will not be surprising to see this guidance increase as the year progresses.
不過，值得記住的是，Goodman有一個低調宣傳，高效執行的習慣。因此，隨着一年的推進，這個指導可能會增加，這並不奇怪。
The company also expects to maintain its distribution at 30 cents per share.
公司還預計將維持每股30分的股息分配。