HCohen schreef op 22 oktober 2021 09:12:
Cijfers Klep
www.klepierre.com/les-actualites/acti... www.klepierre.com/files/e0174772/cp_k... Niets over leegstand, wel verkopen 11% boven boekwaarde(beter dan Wereldhave ).
Outlook verhoogt met cash flow per share 20 cent verhoogt naar 2euro.
Beter dan verwachte inning achterstallige huren.
Huurinkomsten enigzins stabiel.
Sales bijna op 2019 niveau.
Triple AAA taring MSCI op duurzaamheid, nr 1 in klassement van GRESB.
Los van het niet vermelden van de leegstand lijkt het positief.
De openingskoersen lijken mooi groen, wellicht net dat nodige zetje voor het sentiment!
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Paris — October 22, 2021 Klépierre, the European leader in shopping malls, today released its business update for the first nine months of 2021(1). The main highlights include: - Guidance for full-year 2021 net current cash flow per share(2) revised upwards by 20 cents to at least €2.00
By geographic area, Scandinavia was back to 2019 levels, while the Netherlands grew by 2%. Business in France continues to improve and is close to pre-Covid levels, despite the introduction of the health pass over the summer. Conversely, recovery has tended to be slower in Iberia and Italy due to the dearth of tourists.
Over the first nine months of the year, leasing activity continued at a sustained pace, with a total of 1,061 renewals, releases and relettings signed, up 60% compared to 2020. Reversion on renewals and relettings was broadly flat (-0.6%) over the period.
In addition, the Group has signed binding promissory agreements for the disposal of €140 million of retail properties, 11% above appraisal value.