| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
[quote alias=!@#$!@! id=14321635 date=202207281338]Dat doen ze expres om makkelijker te kunnen verkopen ? Wordt je als aandeelhouder niet vrolijk van zou ik zeggen. Weet iemand waar ik de inko...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
[quote alias=tietatovenaar id=14321415 date=202207281237]kan iemand iets vinden over de bezettinggraden? ik zoek me rot, zijn die gestegen? gedaald? gelijk?maar........cijfers zijn mooi:-)[/quot...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
One more good thing that often is left unnoticed:It seems URW managed to fill almost all criteria for raising Moodys rating that is pretty important for company with high debt. The only criteri...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
resources.urw.com/01_URW-Homepage/Hal...Adjusted Recurring EPS of €4.95 – up +53.1% driven by the continued recovery across all business divisions...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
We already had a similar discussion one year ago about obligation to pay dividend. My question was:romanvas wrote on Feb 10, 2021 10:21 PM :I have only one doubt from annual report and QA s...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
quote:Branco P schreef op 10 februari 2022 12:58:[...]Probably in preparation of selling these properties, which would be a positive thing. Lower Book-Values = Easier to sell.Th...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
I dont see any outstanding surprises in H2 2021 results. Some smaller points that are significantly differ from my expectations:Positive:1) Very good improvement in vacancy. Spain that I vi...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
USA malls can bring a surprise in the next annual report:1. Many reports that footfall is restored2, Strong dollar3. Very high inflationThis can lead to higher re-evaluation of American port...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
quote:M c M schreef op 27 november 2021 10:23:[...]At what time did you visit Gloriès La Maquinista respectively? There may lie some answers as to your questions. Visited ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Not a very pleasant news about virus, but there is still the chance that this variant has also positive mutations that makes it less dangerous for example and people will finally take it as a season f...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Visiting Barcelona at the moment and my visit includes also walking through some real estate properties (of companies that I have shares including URW). Today had a dinner at Glories: it is not very l...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
To keep its reputation as thriller share URW should announce some surprise in report, return of share issue for example....
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Todays bad commercial REIT performance all over the world is probably related to this news:The Delta coronavirus variant surging across the United States appears to cause more severe illness ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
There is one big risk in report: very high Net debt/EBITDA ratio 16.6x.Moodys last report was saying that leaving it sustainably above 13x is a factor for downgrading.That means downgrading t...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
For people who has URW shares since last summer 5-6% growth in day is just regular thing, nothing special. Commercial real estate shares were rising in Europe and USA last weeks, Klepierre, ECP, SPG a...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Unibail-Rodamco-Westfield announces successful €1.25Bn bond placementURW today successfully priced a €1.25Bn two-tranche senior bond offering, strengthening its liquidity position and extending th...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Simon Property Group Inc (NYSE:SPG) fell 3.6% after the U.S. mall operator said it does not expect a return to 2019 occupancy levels until next year or 2023, as it looks to play hardball in rent negot...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
It is either cultural change or management of URW is not interesting to show results nicely to shareholders. For example, because management of URW are actual shareholders and they know real results a...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
[quote alias=mercurius-adept id=13418875 date=202105071059][...]Ik zie Kleppierre zeggen dat rent collection rate = 65%Die 10% is Q-op-Q(I see Kleppierre mentioning a rent collection rate ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Klepierre published Q1 2021 results today:www.klepierre.com/files/e8063d59/pr_k...Gross rental income -10% comparing to 2020. URW was -30%.Any ideas about such ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Results are bad as expected, probably already included into share price.However, more important here is:Aupark Bratislava is sold with the appraisal value.45% stake in Shopping City Süd is sol...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
[quote alias=romanvas id=13182937 date=202102102347]And one more negative thing from report: Net debt to EBITDA is 14,6 that is higher than Moodys requirement to remain below 12x. This will lik...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
I dont think that todays growth was related to Moodys. Klepierre showed almost the same result, so probably some good news from France that we dont know yet....
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
And one more negative thing from report: Net debt to EBITDA is 14,6 that is higher than Moodys requirement to remain below 12x. This will likely cause downgrading the credit rating in the nearest...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
@mercurius-adeptThanks! If I understand correctly this relates to the US part of URW (around 25%), is there information about similar European acts?If yes, then decision not to pay dividends is ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
[quote alias=QueSera id=13182798 date=202102102230][...]No. They have made enormous losses this year due to lower asset values. It will take the estimated positive results for 2021 and 2022 to b...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
The answer on my doubt can be probably found in this sentence:URW intends to pursue its disposal programme of €4 Bn40 of European assets over the next 24 months and the limitation of its fin...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
I have only one doubt from annual report and QA section after press conference. If URW management believes that there will be no obligation to pay dividends in year 2021 and 2022, that means that...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Here are two clear and important sentences in document:1) Once the Group has completed its deleveraging programme, it will resume paying a dividend (at a significant and sustainable payout ratio) ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Information from France is a mess as usually, here is said malls will be closed:France will also close all large shopping centres starting Sunday and limit travel to and from its overseas territor...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
As I came through the threat of the share issue together with this forum, I would like again to congratulate everyone who stayed in this share till this day. Not even in the sweetest dreams of the b...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Unibail is not the biggest grow, the biggest is Klepierre, so something related specifically to France....
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
California Governor Gavin Newsom is expected to lift the statewide stay-at-home order, a change that could allow restaurants and gyms in many counties to reopen outdoor dining and services, the LA Tim...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
Paris considers THIRD nationwide lockdown as Covid-19 situation remains ‘worrying’I think this is the reason for todays value shares decline including URW. As we remember from previous months...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2021
I think this kind of news was trigger for last days selling off:edition.cnn.com/2021/01/21/health/cor...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
Bringing 5G into 3D: Futuristic shopping in Changsha, ChinaThe future of retail shoppingwww.bbc.com/storyworks/future/the-fut...A gr...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
There was a small buy back actually:04.12.2020 Woodson Capital Master Fund, LP from 0.82 to 0.78 in Unibail-Rodamco-Westfield SE...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield december 2020
My opinion is that URW is simply currently moving according to all European value stocks together with commercial REITs and Oil companies. The only things that really influence the price are lock-down...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
So 1% in average, exactly as I estimated in the morning.I was keeping to suggest short parties to close their short positions today and earlier, so they can blame only themselves now. The ones who...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
A bit shocked, wonder what was earlier my message on this forum or press release about bond issue....
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
Last news that URW publishes let me think that they are preparing a bonds issue, preparing prospects, promoting their responsibility. Taking into account that there is much cash available in investors...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
[quote alias=mercurius-adept id=12932588 date=202011240924][...]for me thats just current sentiment, nothing fundamental:Easing/ceasing of lockdowns in the future is a given...question ...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
French President Emmanuel Macron is expected to announce a reworking of the country’s Covid-19 lockdown rules in a televised speech Tuesday night following a drop in nationwide infections.France i...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
The news appeared in the evening:National lockdown restrictions in England will end next week as scheduled, British Prime Minister Boris Johnson said on Monday.Gyms, shops and salons will be all...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
[quote alias=EPG1965 id=12929450 date=202011231034][...]Ik slaap heerlijk hoor. Ook al heb ik er weinig vertrouwen in voor de komende weken. Als ik op CNN zie dat veel mensen in de VS zich waars...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
And there are good news for tomorrow:French Health Minister Olivier Véran said Thursday that the mental health of people in France was deteriorating during the second Covid-19 lockdown due to anxi...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
Correction happened today as I expected yesterday: change of CEO was already taken into share price. I would expect that this trend will continue during next few days (not every day probably, but in g...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
I agree that correction will continue:- Change of CEO already included into price- USA is under threat of lockdown without new stimulus package- France is not reopenening soon:France st...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
Correction was expected and it is even a bit late. As long term investor I do not worry till it higher than previous wave minimums (>46-50). Next rally needs some good news: France reopening, starting...
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romanvas |
| UNI |
Unibail-Rodamco-Westfield - 2020
It seems that shorters started to sell shares to each other, I wonder how much % do they still pay for loaning them and watching share price rising at the same time.The news about vaccine final appr...
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romanvas |