VONOY News and Press, Vonovia SE ADR From 05/06/23

2023-05-06 12:23:08 ET Vonovia SE (VNNVF) Q1 2023 Earnings Conference Call May 4, 2023 8:00 AM ET Company Participants Rene Hoffmann - Head of Investor Relations Rolf Buch - Chief Executive Officer Philip Grosse - Chief Financial Officer Conference Call Par...

2023-05-04 06:03:43 ET Summary Balder is a Swedish real estate company, focused on the residential and commercial segments. It has reported a resilient operating performance in 2022, despite the challenging market environment. Its refinancing needs and balance sheet leverage a...

2023-04-26 17:58:40 ET Summary I've covered Vonovia before and I was clear about the fact that any news regarding a disposal at or near book value will be a major bullish catalyst. This morning management announced a EUR1.0 Billion sale to Apollo. I discuss the details of the ...

2023-04-24 16:00:00 ET Summary In this article, I will show you how you could build a broadly diversified investment portfolio with a relatively high Dividend Yield. The Weighted Average Dividend Yield [TTM] of the investment portfolio that I’m presenting in this article, s...

2023-04-21 08:05:00 ET Summary REITs are heavily discounted relative to their net asset value. Some REITs would need to double to close their discount. We highlight three one-in-a-decade REIT buying opportunities with up to 100% upside potential. A recent study f...

2023-04-18 22:30:00 ET Summary Miller Value Partners is a value investor. It values businesses, and not just stocks, and invests in them for the long term. The Miller Income Strategy‘s representative account returned -3.51% net of fees versus 3.72% for the ICE Bank of Ameri...

2023-04-17 17:44:40 ET Summary This month I had 5 transactions. New forward dividends are approximately $1,121. Next month I will look at Morgan Stanley, Prudential Financial, CVS Health, and Brookfield Asset Management. March was a bad month for my portfolio, as it ...

2023-04-08 09:00:00 ET Summary My largest investment in Europe is Vonovia SE. Its real estate portfolio is today priced at a 70% discount. I present its business, recent results, and explain why I think that Vonovia SE is an exceptional opportunity. We have written a...

2023-04-03 14:54:35 ET Summary Grand City Properties reported a resilient performance during the last year due to its sound business fundamentals. Even though its financial position is strong, the company decided to be conservative and suspended the annual dividend payment. It...

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 ...