KLPEF News and Press, Klepierre Sa Ord From 08/19/18

Introduction Postal companies are still being ignored (or punished) by the market. Sometimes that’s deserved, but other times it seems to be more sentiment-based than fundamentals based. Yes, the ‘normal’ old-school post market is shrinking, but companies have been try...

Introduction My attention was drawn to Intu Properties ( OTCPK:CCRGF ) a few months ago as the company was involved in a tough consolidation battle in the mall space. Klépierre ( OTCPK:KLPEF ) , a large French REIT which I discussed last week in this article , tried to acquire Ha...

Introduction In last week's article about Wereldhave ( WRDEF ) , I argued I needed to use a higher required rental yield to take the (lower) quality of Wereldhave's asset base into consideration. If you're operating Tier-2 and Tier-3 malls, you can't expect the market to value you at th...

The following slide deck was published by Klepierre SA in conjunction with their 2018 Q2 earnings Read more ...

Klepierre SA (KLPEF) Q2 2018 Earnings Conference Call July 26, 2018 3:00 AM ET Executives Jean-Marc Jestin – Chairman of the Executive Board Jean-Michel Gault – Deputy Chief Executive Officer and Chief Financial Officer Analysts Jonathan Kownator – Goldma...

The share price of the Belgian post company Bpost ( BPOSY ) ( BPOSF ) cratered (once again) after publishing its Q1 results. The company's share price has now lost in excess of 40% of its value in less than three months. An opportunity? Or should we be running away? In case you missed the ...

Introduction It has been almost two months since the previous edition of the Nest Egg Portfolio was published. That’s fine, as this definitely wasn’t meant to be a "trading portfolio", but some positions have changed due to option expirations and dividend payments. Time for a...

Company overview Klépierre ( OTCPK:KLPEF ) is a French Real Estate Investment Trust. The company owns and operates roughly 150 shopping centers in 16 European countries. Its malls attract more than 1.1 billion visitors each year. The value of the mall portfolio and the net rental inco...

Introduction It has been a year since I first discussed Eurocommercial Properties ( EUCMF ) as I was charmed by the position of the government of Singapore in Eurocommercial. The company has now released its H1 2017 results, and I had a closer look at the numbers as well as the recent ...

Introduction As Klépierre ( OTCPK:KLPEF ) is a part of the Nest Egg Portfolio, I am keeping an eye on its performance to make sure it still deserves its spot in the portfolio. As the company has now released its full-year financial results, this is a good moment to review its perf...