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Goodman Group

Short interest
1.63%
−0.35 pp 30d
as of 13 Oct 2026
Reported shorts
33.4M
Shares on issue
2.055B

Goodman Group (GMG) News

Latest articles and price-sensitive announcements with AI sentiment classification.

Kalkine
Positive
17h ago

Is the Market Undervaluing Goodman's (ASX:GMG) Data Centre Pipeline?

Highlights Goldman Sachs has rated Goodman Group a buy as part of a new model for data centre demand in Australia and New Zealand. The broker estimates Goodman's data centre power bank could be worth far more than the value implied by the share price. The view comes after a week in which AI funding fears hit data centre stocks. Goodman Group (ASX:GMG), the industrial property giant that has become one of the ASX's biggest AI infrastructure plays, has received a strong endorsement from Goldman...

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Kalkine
Neutral
8 Oct

Can Goodman Calm Data Centre Concerns at Its AGM (ASX:GMG)?

Highlights Goodman Group has received member resolutions seeking more disclosure on data centre risks ahead of its November meeting. Residents have objected to a gigawatt-scale data centre planned in Tsukuba, Japan, after a Sydney project was abandoned. Data centres now make up the large majority of the developer's work in progress, and the shares are lower for the year. Goodman Group (ASX:GMG) is facing growing questions over its data centre push, with member resolutions seeking greater disc...

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Kalkine
Negative
6 Oct

Does Goodman's Data Centre Push Explain Its Slide (ASX:GMG)?

Highlights Goodman shares sit well below their yearly high despite strong reported growth. Data centres make up most of the group's development pipeline. A requisitioned AGM resolution seeks more disclosure on data centre risks. Goodman Group (ASX:GMG) is drawing fresh scrutiny over its heavy pivot toward data centres, with its shares languishing well below their yearly high even as earnings grow, and a requisitioned resolution for next month's annual meeting asking the board to disclose how ...

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Kalkine
Positive
5 Oct

How is Goodman Group reshaping its data centre pipeline after stepping back from Lane Cove?

Highlights Goodman Group has withdrawn its proposed Project Mars data centre in Sydneys Lane Cove following community opposition and changes in the regulatory environment. The decision comes weeks after Goodman raised fresh equity for its Hong Kong data centre partnership. Data centres make up the bulk of Goodmans development work in progress, supported by a large secured power bank across global cities. Goodman Group (ASX:GMG) has pulled back from a highly contested Australian project. The i...

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Kalkine
Negative
1 Oct

Will Goodman (ASX:GMG) Feel the Lane Cove Data Centre Retreat?

Highlights Goodman Group has withdrawn its development application for the Project Mars data centre campus in Sydney's Lane Cove. The company said the policy and regulatory environment for large-scale data centres had evolved significantly since planning began. Goodman still has several other Sydney data centre sites in its pipeline, and its securities rallied with the property sector on Wednesday. Goodman Group (ASX:GMG) has pulled the development application for its Project Mars data centre...

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Kalkine
Neutral
25 Sept

Developers Are Paying Huge Premiums for Land – Is Goodman Group (ASX:GMG) Sitting on a Goldmine?

Highlights Fresh research shows data centre developers paying steep premiums for industrial land Goodman's Hong Kong data centre partnership secured new equity this month Rising bond yields dragged property names lower on Thursday Goodman Group (ASX:GMG) is back in focus this week after new industry research showed data centre developers are paying hefty premiums for well-located industrial land, a shift that plays straight into the logistics and digital infrastructure group's development pip...

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Kalkine
Neutral
24 Sept

Can Goodman Group Ease Data Centre Concerns at AGM (ASX:GMG)?

Highlights Goodman Group has received resolutions from a small group of security owners for its November annual meetings. The proposals seek an advisory vote mechanism and fuller disclosure on data centre environmental and social risks. The resolutions follow a fresh equity raise for Goodman's Hong Kong data centre partnership last week. Goodman Group (ASX:GMG) is attracting attention today after the industrial property and data centre developer disclosed that it has received external resolut...

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Kalkine
Neutral
17 Sept

What Could Goodman Group (ASX:GMG) Mean for Real Estate?

Highlights Goodman Group (ASX:GMG) develops and manages industrial and logistics property globally. Its exposure to warehousing and data centre-adjacent property links it to broader supply chain trends. Tenant demand and property development activity remain central to its performance. Industrial property has become an increasingly important part of the real estate landscape as supply chains and online commerce reshape demand for warehousing, and Goodman Group (ASX:GMG) sits at the centre of t...

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Kalkine
Neutral
14 Sept

Is Goodman Group (ASX:GMG) Now A Data Centre Play?

Highlights Goodman Group has tilted the bulk of its development workbook toward data centre projects. [ASX 20] Logistics estates in constrained urban locations still anchor the underlying rental income. Rising bond yields and a firmer rate outlook are pressuring property valuations across the sector. Goodman Group (ASX:GMG), the industrial property and development manager that ranks as the largest listed landlord on the domestic market, has shifted the substantial majority of its development ...

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Kalkine
Positive
10 Sept

Goodman Group (ASX:GMG): Will data centre growth continue?

Highlights [ASX 200] Goodman Group has placed work in progress, leasing demand and capital recycling at the centre of the latest market assessment. The operating debate links demand quality with site preparation, power access and development delivery. Current uncertainty includes construction expense, approval timing and funding conditions, making execution evidence especially relevant. During the current Australian market session, Goodman Group (ASX:GMG) is drawing attention after its most r...

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Kalkine
Neutral
9 Sept

Why Does Goodman Group (ASX:GMG) Keep Leading Assets?

Highlights Goodman Group has placed asset pathway at the centre of current trading focus through its current notice. The update directs attention toward occupancy, lease quality, funding and project delivery without removing the need for careful evidence review. Equity interpretation depends on delivery quality, clear reporting and alignment between strategy, funding and operating conditions. Goodman Group (ASX:GMG) has drawn attention through its latest available corporate news after reporti...

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Kalkine
Neutral
3 Sept

Can Goodman Group (ASX:GMG) Remain in Technical Analysis Focus?

Highlights Goodman Group has been tagged on independent chart scans as showing among the strongest excess supply across the local market. The industrial property and data centre landlord now shows its shorter run average sitting beneath its longer run average. Real estate names broadly struggled during this week's flight-to-safety retreat, adding to the pressure on an already soft chart. Goodman Group (ASX:GMG), the industrial property and data centre landlord, has been flagged on independent...

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Kalkine
Neutral
1 Sept

Why Are Goodman (ASX:GMG) and Scentre (ASX:SCG) Attracting Attention Across Infrastructure and Real Estate Stocks?

Highlights The listed property benchmark eased across the final full week of August as rate expectations firmed again. Goodman firmed on its logistics and data centre exposure while Scentre lagged with the retail cohort. A shifting cash rate view has become the single dominant variable across Australian property trusts. Goodman Group (ASX:GMG), the global logistics and data centre landlord, and Scentre Group (ASX:SCG), the owner of the Westfield centre network across Australia and New Zealand...

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Kalkine
Neutral
31 Aug

What Is Driving Goodman (ASX:GMG) in Infra & Real Estate Stocks?

Highlights Operating profit and earnings per security both advanced across the year to June. Data centre projects now dominate the development pipeline by a wide margin. The group outperformed the wider property index during a soft week for the sector. Australian market attention has shifted toward Goodman Group (ASX:GMG) as company-specific developments add a fresh layer to the infra & real estate stocks conversation. Goodman Group (ASX:GMG) has closed its financial year with another lif...

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Kalkine
Positive
27 Aug

How Is Goodman (ASX:GMG) Rewiring Real Estate Growth?

Highlights Goodman is drawing attention as industrial property shaped by the digital economy becomes more important to the Australian market conversation. The companys position across logistics facilities, industrial sites, data-centre developments and global capital partnerships gives readers a practical lens on changing conditions in infrastructure and real estate. Operational delivery, capital discipline and clear strategic priorities remain central as the sector continues evolving. Austra...

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Kalkine
Neutral
27 Aug

Is Goodman Group (ASX:GMG) Shaping the Next Real Estate Shift?

Highlights Reporting season has put Goodman Group (ASX:GMG) back into the Australian market conversation, with the latest scheduled market update offering a fresh test of occupancy, asset quality and funding settings. Within the broader market backdrop, the more useful reading will come from how the business addresses leasing demand, development pipelines, debt settings and portfolio quality. The next useful checkpoint for Goodman Group is whether its latest disclosure adds clearer evidence on ...

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Kalkine
Neutral
27 Aug

What’s Next for Goodman Group (ASX:GMG) After Data Centre Push?

Highlights Goodman Group delivered another year of strong earnings growth while sharply expanding its data centre development pipeline. Data centre projects now make up the overwhelming majority of the group's committed and prospective development workload. A newly signed hyperscale leasing agreement in Japan underscored surging demand for large-scale digital infrastructure capacity. Goodman Group (ASX:GMG) [ASX 20] has reinforced its pivot toward data centre development after reporting full-...

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Kalkine
Neutral
25 Aug

Can Goodman (ASX:GMG) Stretch Its Data Centre Advantage?

Highlights Industrial landlord tilts the bulk of its development workbook toward powered computing campuses Warehouse leasing across core logistics markets stays firm even as rent growth normalises Funds management fee streams cushion the group through softer property valuation movements Goodman Group shares firmed through the most recent trading session as the industrial landlord's push deeper into data centre development drew fresh attention from the market, with diversified peer Dexus (ASX...

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Kalkine
Neutral
24 Aug

Can Goodman Group (ASX:GMG) Reset Its Property Outlook?

Highlights The latest company disclosure centres on the issuer's current ASX record and the latest completed-session market context were reviewed for Goodman Group, giving the market a fresh operating reference point. The Infra & Real Estate Stocks lens puts the focus on asset quality, occupancy, development discipline and funding flexibility. The next useful checkpoint is whether later company evidence confirms the operating direction signalled by the current update. For Australian marke...

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Kalkine
Neutral
21 Aug

What Is Changing for Goodman Group (ASX:GMG) in Real Estate Stocks?

Highlights Goodman Group is being assessed through asset utilisation, occupancy quality and the quality of execution rather than short-term market direction. The infra and real estate stocks backdrop makes funding costs and development discipline especially useful when separating company evidence from sector noise. Upcoming disclosures can clarify whether recurring cash flow is supporting or constraining the operating story around Goodman Group. The Australian sharemarket is rewarding clarity...

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Kalkine
Neutral
21 Aug

ASX Movers Today: Goodman Group (ASX:GMG) in focus as fresh reporting catalysts reshapes Infra and Real Estate Stocks

Highlights Reporting season is refocusing the Australian market on earnings quality, guidance and cash conversion. Goodman Group (ASX:GMG) is being assessed through an infra & real estate stocks lens centred on earnings quality, cash flow, balance-sheet strength and the next verified catalyst. Fresh sector disclosures can reshape expectations when operating evidence differs from the first market reaction. Goodman Group (ASX:GMG) is in focus as Australian market participants assess reporti...

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Kalkine
Neutral
20 Aug

Infra: What about Goodman (ASX:GMG) in ASX 300?

Highlights For Goodman, the ASX 300 backdrop is useful only as a comparison point; the stronger evidence comes from how development pipeline feeds into occupancy quality. The central issue for Goodman is whether occupancy quality is reinforcing the signal coming from development pipeline. ASX 300 supplies context, but the coverage gives more weight to the companys operating sequence and sector-specific economics. A separate read of project timing helps distinguish durable business evidence from...

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Kalkine
Neutral
20 Aug

Goodman Group (ASX:GMG): What Does Its Governance Update Reveal?

Highlights Goodman Group has lodged its latest corporate governance statement and Appendix 4G with the Australian Securities Exchange. The disclosure outlines how the global industrial property group approaches board oversight, accountability, risk, ethics and stakeholder governance. The update gives the market a fresh view of the governance framework supporting Goodmans expanding global property, logistics and data-centre platform. Goodman Group (ASX:GMG) has put corporate governance back in...

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