VONOY News and Press, Vonovia SE ADR From 04/25/24

2024-04-25 08:10:00 ET Summary Global stock indices continued an upward trend in March, with both U.S. and non-U.S. stocks rising by 3%. Nvidia unveils groundbreaking Blackwell chip at GTC 2024, CEO predicts AI's influence will expand across all facets of life. Portfolio chang...

Repsol S.A ADR (REPYY) is expected to report $0.86 for Q1 2024 Chugai Pharmaceutical Co Ltd ADR (CHGCY) is expected to report for Q1 2024 CBIZ Inc. (CBZ) is expected to report $1.57 for Q1 2024 Financial Institutions Inc. (FISI) is expected to report $0.66 for Q1 2024 Caterpillar ...

2024-04-21 05:35:34 ET Summary Vonovia SE is currently trading at a significant discount to its book value, presenting a distressed valuation opportunity. The rise in interest rates in the Eurozone has had a negative impact on Vonovia, as higher funding costs and a deflated proper...

2024-04-16 03:25:27 ET Summary Vonovia: a business model from hell, but a valuation from heaven? Not in my opinion. The company faces risks such as high debt burden and government regulations on rent control, limiting potential returns. Interest rate cuts are the company's lif...

2024-04-11 11:35:00 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 returned 11.69% (net of fees) in the first calendar quarter of 2024. With many valuations appe...

Swire Pacific Ltd. ADR (Class A) (SWRAY) is expected to report for Q4 2023 Troika Media Group Inc. (TRKAQ) is expected to report for quarter end 2023-12-31 American Environmental Partners Inc. (AEPT) is expected to report for quarter end 2023-12-31 Veolia Environnement S.A. ADR (VEOEY...

2024-03-21 16:09:04 ET Summary Grand City Properties has suspended its 2023 dividend due to market uncertainties and limited visibility on the impact of leverage and financing costs. Liquidity preservation, cash on hand, and signed disposals should allow the company to meet all ma...

X4 Pharmaceuticals Inc. (XFOR) is expected to report $-0.15 for Q4 2023 Li Ning Co., Ltd. ADR (LNNGY) is expected to report for Q4 2023 Xos Inc. (XOS) is expected to report $-2.4 for Q4 2023 PainReform Ltd. (PRFX) is expected to report for quarter end 2023-12-31 Muenchener Rueckve...

2024-03-18 16:29:13 ET Summary Vonovia switched to adjusted earnings before tax (EBT) as its key performance measure, along with operating free cash flow. EBT dropped 6.6% in 2023 and is expected to further decline by 6.2% in 2024. The key Rental segment grew in 2023 despite d...

2024-03-17 03:20:12 ET Summary On March 28th, 2023, I issued a clear sell recommendation on Vonovia. Since then, the stock price has surged by ~50%. In this article, I summarize my previous thesis and explain why Vonovia has gone ballistic since March 2023. Finally, I also...