MBSRY News and Press, Orange Belgium ADR From 08/27/19

In the past few months, several noteworthy evolutions have played out on the Belgian telecom market. Now, the industry is up for possibly several big changes, the biggest ones since a long time. I take a close look at all three publicly listed Telecom players in Belgium: Proximus PLC ( BGAOF )...

Introduction In the previous edition of the Nest Egg Portfolio, I explained why I was selling Hibernia REIT ( OTCPK:HIBRF ) . The Irish REIT has done everything right, but when I see offices being valued based on a net initial rental yield of 3.6%, I prefer to redeploy the capital els...

Introduction After last week's article on Bankinter ( BKNIY ) ( BKIMF ) , the European banking sector put in a disappointing performance, and Bankinter's shares are now even cheaper than before. You can re-read here why Bankinter is attractively priced. In this week's edition, we will...

Introduction In this edition of the Nest Egg Portfolio, we will have another look at Wereldhave ( OTC:WRDEF ) whose share price remains under severe pressure despite having exited the Finnish commercial real estate market by selling its asset. The balance sheet was strengthened with the ...

Introduction In this edition of the Nest Egg Portfolio, we will have another look at BT Group ( BT ) , which still seems to be under pressure. We are still waiting for the company’s full-year results, which should be out in a few months, but let’s use its 9M overview to keep...