SCG 0.57% $3.50 scentre group

any thoughts on SCG?, page-32

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    @madamswer - I am not sure if you have articulated your thoughts on WFD after the UB-R takeover.

    Do you intend to hold on to the new scrip after the deal gets executed? If not, would you consider SCG as a good alternative for a core holding in your portfolio?

    Although there are some headwinds ( possible rising interest rates, structurally challenged retail sector), the company is well managed, has high quality assets, and the latest report was good across the board considering the circumstances.

    Thank you as always.
    Last edited by thunderhead1: 22/02/18
 
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