WALLENSTAM AB (SE0017780133) Wallenstam - Slight miss – estimates to come...
NOI in line vs ABGSCe and -1% vs cons Value changes of SEK 187m, EPRA NRV +3% vs cons Cons estimates to come down slightly, ~1-2% [...]
View ArticleWALLENSTAM AB (SE0017780133) Wallenstam - No drama – HOLD
We trim our estimates by 1-2% Mgmt. satisfied with ~750 started units in current environment CEPS growth turning negative next four quarters [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 15 July 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 22 July 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 29 July 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 5 August 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Performance and valuation... ...for Nordic real estate Prices as of 12 August 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Performance and valuation... ...for Nordic real estate Prices as of 19 August 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 26 August 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 2 September 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 9 September 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 16 September 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 23 September 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 30 September 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) Wallenstam - Interest rates hit low-yielding...
Est. cuts due to interest rates and higher opex Negative y-o-y CEPS growth for the next six quarters Historically cheap, but not enough to turn positive [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Sector Report - Steering clear of...
Estimates trimmed by 3-4% for ’22e-‘24e Low leverage & long interest maturity dampen revisions ~40% discount on P/CEPS vs. FABG and HUFV – BUY [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 7 October 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 14 October 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) ... Powerpoint Sector Report - Weekly Real...
Valuation and performance... ...for Nordic real estate Prices as of 21 October 2022 [...]
View ArticleWALLENSTAM AB (SE0017780133) Wallenstam - Only name with unchanged valuation...
Q3 report without any major news Residential values at risk going forward 2023e P/CEPS of 23x - HOLD [...]
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