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TCF.AX ASX Investment Management & Fund Operators

360 Capital Mortgage Reit

A$5,78
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Div yield
11,01 %
Op margin
ROE
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52w range
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About

360 Capital Mortgage Reit is an investment management and fund operator focused on mortgage real estate investment trusts (REITs), generating income through mortgage-backed securities and real estate financing.

Business. 360 Capital Mortgage Reit (TCF.AX) is an Australian investment management and fund operator listed on the Australian Securities Exchange. The company operates within the Banking & Investment Services sector, generating revenue primarily through fee-based models associated with its investment activities. Specific details regarding its operating segments and geographic presence are not provided in the available data.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Management & Fund Operators
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning TCF.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to TCF.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    360 Capital Mortgage Reit (TCF.AX) is an Australian investment management and fund operator listed on the Australian Securities Exchange. The company operates within the Banking & Investment Services sector, generating revenue primarily through fee-based models associated with its investment activities. Specific details regarding its operating segments and geographic presence are not provided in the available data.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Management & Fund Operators
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a lack of dilution risk, as shares outstanding remain unchanged between basic and diluted shares, indicating no near-term dilution pressure. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    Profitability and returns are not quantifiable at this time, as no valuation snapshot data is available for comparison against industry benchmarks. The company's performance relative to peers in the Investment Management & Fund Operators industry remains unclear.

    Geographic and segment exposure is not disclosed in the available data, making it difficult to assess revenue concentration or regional risk. The company operates in the mortgage REIT space, but no specific segments or geographic breakdowns are provided.

    Growth trajectory is indeterminate due to the absence of outlook data and revenue history. No numeric deltas or forward-looking guidance is available to assess the company's performance in the current or next fiscal year.

    Risk factors include the inability to assess liquidity risk, which could impact the company's ability to meet short-term obligations. The low dilution risk is a positive, but the lack of financial transparency limits the ability to evaluate other risk dimensions.

    Recent events, including filings and transcripts, are not disclosed in the available data. No material developments or strategic announcements are reported in the source documents.

    Key takeaways
    • The company has no dilution risk, as basic and diluted shares are equal.
    • Liquidity risk cannot be assessed due to missing balance-sheet data.
    • No profitability metrics are available for comparison with industry benchmarks.
    • Growth trajectory and revenue history are not disclosed.
    • No recent events or strategic developments are reported in the available data.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue surged 62.5% year-over-year to AUD 3.94 million, demonstrating strong top-line growth momentum for the REIT.

    Net income expanded 74.6% year-over-year to AUD 3.24 million, indicating robust profitability improvements in the latest period.

    Total assets grew 47.8% year-over-year to AUD 38.6 million, reflecting significant balance sheet expansion and scale.

    Equity increased 51.1% year-over-year to AUD 37.0 million, supporting a strong capital base for future operations.

    The company carries zero long-term debt across all reported periods, eliminating interest rate risk and leverage concerns.

    BEAR CASE · 3

    Dilution risk is flagged as low, suggesting potential equity issuance that could erode shareholder value over time.

    Free cash flow data is unavailable for all periods, preventing assessment of actual cash generation capabilities.

    Key profitability ratios like ROE and ROA are absent, limiting the ability to evaluate capital efficiency.

    In focus — financials by report

    Valuation FY

    Market price
    A$5,78
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • 360 Capital Mortgage Reit Market data — financials · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    TCF.AXCanonical
    ASX · AUD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage