VONOY News and Press, Vonovia SE ADR From 03/28/23

2023-03-28 07:15:23 ET Summary There is a clear consensus among Seeking Alpha analysts that one should enter a long position in Vonovia. In my opinion, the underlying fundamentals justify making the opposite move (i.e., going short). In the past decade, Vonovia has thrived in the ...

2023-03-27 08:05:00 ET Summary REITs are down very significantly over the past weeks. We continue to execute our accumulation strategy. Here we highlight some REITs that what we have been buying lately. REITs ( VNQ ) surged in early 2022 as investors began to see...

2023-03-21 16:11:59 ET Summary Aroundtown is a German real estate company focused on the office, residential, and hotel segments. While its operational performance has been acceptable in recent quarters, its momentum is likely to have been more negative in recent months. A div...

2023-03-21 15:00:55 ET Summary Vonovia's stock price is offering discounts of 66% on a book value that already seems to be discounted by 25%. Discounts squared! Cash production is 12% to market stock price. LTV is under control even under a stress test scenario. VNA is sel...

2023-03-20 13:28:53 ET Summary Vonovia has declined since my last article due to a broader market selloff, allegations made against their employees, and a dividend cut. Regardless of stock price movements, the operational performance has remained solid, and management is actively ...

2023-03-11 09:25:43 ET Summary Vonovia is trading at a third of its book value. The dividend is of paramount importance. Mr. Market is assuming a cut or suspension. The management team has previously committed to both deleveraging and paying a full dividend. Will Vonov...

2023-03-09 17:24:44 ET Summary LEG is a German real estate company focused in the German residential market, which has reported good financial figures related to 2022. However, due to higher balance sheet leverage and the need to save cash, it decided to suspend the annual dividen...

2023-03-09 03:28:50 ET Summary This month, I had 5 transactions. New forward dividends are approximately $1,250. Next month, I will look into Prosus, Armada Hoffler, Enbridge, and L3harris. For further details see: My Portfolio February Update: 4 Buys...

2023-03-07 09:15:00 ET Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets have started the new year with very solid gains following expectations about a more dovish Federal Reserve and a solid earnings season. My divi...

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...