SGP 0.00% $5.15 stockland

Shorting the Housing Bubble in Australia, page-49

  1. Mkr
    2,156 Posts.
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    Boss, any reason why SGP is a better short than say MGR?

    LLC i understand as it has a strong construction business, and most of its resi projects are development agreements (low capital requirements)

    However MGR and SGP are quite alike in their resi portfolios, except that MGR has greater apartment exposure...
 
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