WRDEF News and Press, Wereldhave Nv From 07/21/20

Wereldhave N.V. (WRDEF) Q2 2020 Earnings Conference Call July 21, 2020 4:00 AM ET Company Participants Ruud van Maanen - Director Investor Relations & Corporate Development Matthijs Storm - Chief Executive Officer Dennis de Vreede - Chief Financial Officer Conference Call ...

The following slide deck was published by Wereldhave N.V. in conjunction with their 2020 Q2 earnings Read more ...

INTRODUCTION The Nest Egg Portfolio will be suffering from the suspension (or reduction) of dividends in 2020, as several companies in the portfolio have announced a revised dividend proposal. It’s perfectly understandable companies want to ‘play it safe’ and are focus...

Investment thesis On February 7, Dutch shopping centers REIT Wereldhave ( WRDEF ) revealed its transformation strategy and the mood of most investors included disappointment and anger. The dividend was cut but what caught most people by surprise was the choice to keep the Belgi...

The e-commerce revolution, with the emergence of new shopping habits all over the world, is continuing to re-shape retail at an unprecedented pace. Traditional retailers have been fighting tooth and nail to survive the new environment, but some once-powerful brands like Sears ( SHLDQ ), Bon-To...

Wereldhave N.V. ( OTC:WRDEF ): Q4 GAAP EPS of €2.81. Revenue of €240.86M (+1.6% Y/Y) Press Release More news on: Wereldhave N.V., Earnings news and commentary, Financial stocks news,

Introduction It has been almost six months since the previous update of the Nest Egg Portfolio. Hardly a surprise considering this portfolio was predominantly meant to be some sort of ‘buy and hold’ portfolio to minimize the transaction expenses. That being said, an update ...

Now that 2019 is ending, it is the right time to look back and see what has gone right and what hasn’t over the past year. I also took the opportunity to look for lessons about the market we are in. If the past year has taught my anything, it is that this market is short-term focuse...

On the 25th of June 2019, Immobel, the largest listed Belgian property developer, stated that chairman Marnix Galle would become its new CEO from the 30th of June 2019 on. While this came as a surprise, investors should applaud this decision. In fact, they did. Today, not even two months later...

Those who already follow me know I have a long-term bullish outlook on high-quality retail REITs in Europe, and I believe the recent take-over of Atrium Real Estate ( ATRBF ) has proven there is value in the sector. Mall REITs remain cheap vs. historical averages both from an NAV and P/FFO m...