KLPEF News and Press, Klepierre Sa Ord From 02/07/19

Klepierre SA ( OTCPK:KLPEF ): FY GAAP EPS of €2.80. Net rental income of €1.12B (+1.8% Y/Y) Press Release More news on: Klepierre SA, Earnings news and commentary, Financial stocks news,

As always, we’d like to take a moment to share our assessment of the current investment landscape (please find the 2017 edition here ). While we cannot predict what may come to pass regarding the global economy or financial markets, 2018 very much felt to us like a transitional yea...

Introduction In this edition of the Nest Egg Portfolio, I will have another look at Wereldhave ( OTC:WRDEF ) , whose share price continues to fall as the entire commercial REIT sector in Europe is going through a tough time. Wereldhave just sold a large asset below its book value, but at ...

Introduction In this edition of the Nest Egg Portfolio, I will explain why I am accepting Saxo Bank’s buyout offer on BinckBank, as this is an excellent moment to exit. Did you miss the previous edition of the Nest Egg Portfolio where I discussed the 16+% dividend yield on the BT...

Introduction BT Group (BT) has released a positive update on its performance in the first half of the year. Although I didn’t notice anything special, the share price jumped by approximately 10%, indicating the bar was set pretty low. This provides an excellent opportunity to check ...

Please note : This article was first released to High Yield Landlord members 1 month ago, so data may be out of date. Please check latest data before making investment decisions. All amounts below are in Euro. Assuming we were offered two identical mall REITs at the same price with...

On the third quarter earnings call last week, Simon Property Group's ( SPG ) CEO, David Simon, said: …we're putting Sears in our rear-view mirror… we think this is a unique opportunity… We're going to generate positive momentum with the properties due to this. We're ...

We have recently initiated a small long position in Klépierre ( KLPEF ). The company is arguably one of the largest, highest-quality REITs in Europe. Over the past 3+ years, Klépierre’s has lost about 1/3rd of its market capitalization, as a result of the shifting rhetoric...

Introduction The earnings season is pretty much over by now, and it’s time to have another look at the heavyweights in the Nest Egg Portfolio. Although Total ( TOT ) represents just 5% of the portfolio, it is an important contributor as its dividend has a major influence on ...

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...