VONOY News and Press, Vonovia SE ADR From 03/07/23

2023-03-07 04:40:59 ET Summary In 2022, the shares of Vonovia suffered a loss of almost 50%. The number one reason for this selloff is the rate hike in the Eurozone, which forces Vonovia to change its business model. The management was quick to recognize the rising risk and ad...

Summary Vonovia had a spectacular crash in terms of valuation in the past couple of months, which saw its yield peak close to 7%. Investors were predictably questioning the thesis. Like with most European real estate companies I'm invested in, I stayed the course. I update my thesis...

Summary This month I had 3 transactions. New forward dividends are approximately $1,225. Next month I will look into Ahold, CTPNV, Prosus and CBOE Global. The first month of the year is already done and what a month it has been in terms of stock returns. The S&P500 ( ...

Summary TAG is a German real estate company focused mainly on the German residential market, plus it is also expanding to Poland. Its fundamentals are weaker than compared to its closest peers, and the company’s financial position is not strong enough. While it’s curre...

Summary I'm a fan of investing in "baskets", and structuring my portfolio and my investments so that they generate impressive returns at conservative valuations. I also focus on fundamentals - and below BBB usually isn't for me. In this article, I show you how you can buy $10,000 of...

Summary Vonovia has become extremely oversold in the current market environment, creating an asymmetric risk/reward opportunity. The company is highly leveraged and might need to sell some properties to pay down unsecured debt in 2023 and 2024, but management is dealing with the issue. ...

Summary Michael Burry just sent a scary warning. He thinks that the country is broke and that the rally will be short-lived. But he is not just sitting on cash. We review Michael Burry's portfolio holdings. Michael Burry is one of the most successful short sellers of all t...

Summary Private real estate funds claim they can earn you "high returns." But they typically underperform REITs despite taking a lot more risks. I explain why I quit private equity to become a REIT analyst. I come from a family of real estate investors. Pretty much all...

Summary We believe the market has overreacted to the headwinds facing the European real estate industry, leading to very low valuations for companies like Vonovia and LEG Immobilien. Both companies have a strong presence in the German residential real estate market and offer attractive ...

Summary The Vonovia SE share price has been tumbling from low to low and, just a few weeks ago, was trading as low as it had last been in 2014. Nevertheless, the share price has recently recovered significantly, gaining more than 25 percent from its low in December. The question man...