NLvalue schreef op 9 februari 2022 15:53:
Ter herinnering, datgene dat in de september update werd gecommuniceerd:
Geen enkele twijfel dat ze met een outlook voor 2022 gaan komen. Corona is geschiedenis. Inflatie en aanbodverstoringen niet.
Financial information as at September 30, 2021
• Reopening in Continental Europe drives continued recovery, demonstrated by tenant sales at Cont. European centres +6% vs. 2020 or 92% of 2019 levels and footfall at 80% of 2019 levels in Q3
• US recovery accelerating, with tenant sales at 102% of 2019 levels in Q3, and non-CBD Flagship centres higher at 108%
• Sustained leasing activity with 518 deals in Q3, bringing the total YTD to 1,736 deals, +23% vs. 2020 and back to 2019 levels; new rents on Continental European deals YTD close to passing rents
• Rent collection improved to 88% for Q3, up from 78% for Q1 and 80% for Q2
• Overall vacancy levels improved in Q3 to 7.9% (vs. 8.3% at FY-20 and 8.9% at H1-2021)
• Strong vacancy improvement in the US from 14.0% to 11.8% with vacancy also down in Continental
Europe at 4.9% (vs. 5.0% at H1-2021) and in the UK at 11.8% (vs. 12.2%)
• Continued streamlining of US portfolio, including disposal of Palisade for a premium to GMV
• FY-2021 Adjusted Recurring Earnings per Share expected to be at least €6.75, slightly above 2020,
adjusted for disposals