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Unibail-Rodamco-Westfield 2022, het jaar van de comeback?
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common sense schreef op 9 februari 2022 19:47 :
[...]
Morgen ochtend
Ahh, dank je common sense !En fijn om van je te horen uiteraard. @tradersonly; had me daar reeds opgegeven en had de aangegeven tijd gezien, toch dank voor je reactie.
Hoi Hcohen, De link is urw.com geopend op mijn mobiele telefoon. Staat meteen op de eerste pagina. Heb dus geen verdere link. Roel
roel schreef op 9 februari 2022 20:37 :
Hoi Hcohen,
De link is urw.com geopend op mijn mobiele telefoon. Staat meteen op de eerste pagina. Heb dus geen verdere link.
Roel
Dank voor je reactie Roel, ze hebben me inmiddels verlicht ;-) Morgenochtend dus, ..benieuwd.
Er is dus; a) EPS die hoger uitviel dan de verwachting, nl 6.91E b) voorzichtige Outlook 2022, AREPS 8,20 tot 8,40 euro. Straks meer, ik moet de deur uit. ARTIKEL GERELATEERDE INSTRUMENTEN Winst Unibail onder druk Bericht delen via: Door ABM Financial News op donderdag 10 februari 2022 Winst Unibail onder druk Beeld: Unibail-Rodamco-Westfield (ABM FN-Dow Jones) Unibail-Rodamco-Westfield heeft in 2021 de huurinkomsten zien dalen en ook de winst, maar is voor 2022 een stuk optimistischer. Dit bleek donderdag uit cijfers van het vastgoedfonds. Unibail-Rodamco-Westfield boekte in 2021 een aangepaste terugkerende winst per aandeel van 6,91 euro . Dat is ruim 5 procent minder dan de 7,28 euro in 2020. Het vastgoedbedrijf streeft naar een winst van minimaal 6,75 euro per aandeel. De huurinkomsten daalden met 3,7 procent naar 1,72 miljard euro, maar op vergelijkbare basis was de afname slechts 1,6 procent. Bij de winkelcentra daalde de huur met 3,9 procent en bij de kantoren zelfs met bijna 30 procent. De tak die beurzen en bijeenkomsten organiseert zag de inkomsten stijgen van 6 miljoen euro in 2020 naar 32 miljoen euro in 2021. Voor 2022 rekent Unibail-Rodamco-Westfield op een aangepaste terugkerende winst per aandeel van 8,20 tot 8,40 euro.
Outlook maakt veel goed. Koers kan omhoog.
UNIBAIL-RODAMCO-WESTFIELD REPORTS FY-2021 EARNINGSAdjusted Recurring EPS of €6.91 - above guidance on better rent collection and higher sales based rents Ongoing recovery in H2 with tenant sales approaching pre-COVID levelsProactive leasing strategy throughout pandemic protects long-term rental values and delivers high sales based rents (+30% vs. 2019) Significant reduction in vacancy across all markets demonstrating sustained retailer demand for URW Flagship destinations Further progress on comprehensive deleveraging plan – €2.2 Bn pro-forma IFRS net debt reduction thanks to European disposals and US regional portfolio streamlining 2022 AREPS forecasted to be in the range of €8.20 to €8.401 2021 in review: • 2,399 letting deals signed, +60% vs. 2020 and +2% vs. 2019 , with Minimum Guaranteed Rent (MGR) uplift of +1.8% on longer term deals (>36 months) and an increased proportion of these deals in H2 with 55% vs. 44% in H1 • Rent collection at 88% (vs. 80% reported at FY-2020 and 73% reported in H1-2021), with Continental Europe at 86%, UK at 90% and US at 91% • Tenant sales continued to outperform footfall , reaching in the second half 93% of H2-2019 levels, with Continental Europe at 92%, the UK at 83% and the US at 100% • 190 bps improvement in vacancy in H2: 7.0% at Group level (H1-2021: 8.9%); 4.0% in Continental Europe (H1-2021: 5.0%); 10.6% in the UK (H1-2021: 12.2%); and 11.0% in the US (H1-2021: 14.0%) • Successful delivery of Westfield Mall of the Netherlands (The Netherlands), the Fashion Pavilion at Westfield La Maquinista (Spain) and the Pullman Montparnasse hotel in Paris (France) • Launch of the Triangle (France) development project in partnership with AXA IM Alts • €2.5 Bn of €4.0 Bn European disposal target by 2022 now signed or completed at a premium to last unaffected appraisal values, including the disposal of Solna Centrum (Sweden) and a 45% stake in Westfield Carré Sénart (France) • Refinancing needs for the next 36-months secured with €12.1 Bn of cash and available facilities • 2021 pro-forma IFRS Net Financial Debt reduced by €2.2 Bn to €22.1 Bn • 140 bps reduction in IFRS LTV to 43.3%, or 42.5% pro-forma for the proceeds of signed disposals • 2022 AREPS guidance in the range of €8.20 to €8.40 1 1 Assuming no reintroduction of major COVID-19 related restrictions. Commenting on the results, Jean-Marie Tritant, Chief Executive Officer said: “Our operational performance over the past 12 months, achieved in the extremely difficult context of COVID-19, gives us great confidence for 2022. We saw a strong recovery in tenant sales, which are now nearing pre-COVID levels . Asset values have stabilised , and occupancy levels have significantly improved . Our pragmatic and proactive leasing strategy has delivered robust results, including an increase in rent for longer-term leases and a material increase of sales based rents in 2021, and positions URW to benefit further as market conditions continue to improve. We also made substantial progress towards our deleveraging goals. In Europe, we have now achieved 62% of our €4 Bn disposal target. The US portfolio streamlining also contributed to the €1.6 Bn IFRS net debt reduction and 140 bps net reduction in our loan-to-value ratio. We have made progress in our plans to radically reduce US financial exposure, as announced, in the course of 2022 and 2023. We continue to enjoy favourable access to credit markets and have more than 36 months of liquidity. We have maintained strict capital allocation and cost control while continuing to develop new assets, bringing in joint venture partners to optimise our capital allocation while creating further income opportunities. This includes our Triangle office development in Paris with AXA IM Alts, for which construction has started. I would like to acknowledge the commitment, tenacity and contribution of our teams over the past 12 months. Thanks to their efforts, URW is well positioned to drive strong growth in 2022 and beyond as operating conditions continue to improve. Based on our positive sales performance, sustained leasing activity and vacancy reduction, we forecast our 2022 AREPS to be in the range of €8.20 to €8.40, assuming no reintroduction of major COVID-19 related restrictions."
UNIBAIL-RODAMCO-WESTFIELD REPORTS FY-2021 EARNINGS cdn.urw.com/-/media/Corporate~o~Sites...
zo aandeel is eur 69 waard (tien keer areps)...
roel schreef op 10 februari 2022 08:00 :
zo aandeel is eur 69 waard (tien keer areps)...
Gebruikelijk is 10x lopende Areps.
WPA/EPS - Adjusted Recurring EPS of €6.91 - above guidanceSales - tenant sales approaching pre-COVID levelsFlagship destinations - 140 bps reduction in IFRS LTVVacancy , positieve trend zet door ;Significant reduction in vacancy across all markets demonstrating sustained retailer demand for URW - 190 bps improvement in vacancy in H2: 7.0% at Group level, was 7.9% in Q3 2021 (H1-2021: 8.9%); - 4.0% in Continental Europe, was 4.9% in Q3 2021 (H1-2021: 5.0%); - 10.6% in the UK, was 11.8% Q3 2021 (H1-2021: 12.2%); - 11.0% in the US, was 11.8% Q3 2021 (H1-2021: 14.0%)Huurinning - Rent collection verbeterd, nog niet optimaal; Rent collection at 88%(cumulatieve effecten Pandemie)NRI daalt - Like-for-like shopping centre NRI was down by -1.2% for the Group, and by -7.5% in Continental Europe, and up +12.7% in the US and +26.4% in the UK.Footfall - footfall in Europe that reached 81% of 2019 levels(effect maskerverplichting en coronapas); - While in the US, 78% of 2019 levels.Sales - In H2-2021, European tenant sales reached 90% of 2019 levels; - US retail sales saw a strong rebound in 2021, supported by the removal of all restrictions on in-person activities during the first quarter and the significant government stimulus package . The Group’s US tenant sales reached 100% of 2019 levels in H2-2021.Lettings Zoals verwacht een pro-actieve strategie voor new lettings(lagere MGR, hogere SBR) - URW signed 2,399 leases9 during 2021, up +2% vs. 2019 and +60% vs. 2020. The Group adopted a pragmatic approach to lease terms, offering shorter term leases (12-36 months10) where appropriate to both limit vacancies while also protecting longer term rental values and optimising short-term cash flow through higher SBR. Verbetering globaal bij lange contracten(+36mnd) -focus on lease terms that combine a MGR with SBR top-up. The MGR uplift for deals above 36 months came to +1.8% for the Group showcasing the strength of the assets, with Continental Europe at +4.6%, the UK at -3.7% and the US at +1.0%.Outlook en oorzaken In this context, the Group forecasts its 2022 AREPS to be in the range of €8.20 to €8.40. The main drivers of this guidance are: - The impact of project deliveries in 2021 / 2022; - The impact of like-for-like operations, with in particular, reduced rent relief, improved rent collection and higher variable income streams; - Partly offset by the impact of disposals closed in 2021 / 2022; - Remaining impact of financial expenses due to higher cash position; and - The related increase in income tax amount. In 2022, the rental income will be influenced by the level of tenant sales, due to the proactive short-term leasing strategy the Group has adopted, and the time lag in vacancy reduction. The C&E NOI is not expected to reach pre-COVID levels in 2022 . Dat laatste uiteraard onder voorbehoud van meevallende resultaten.Deleveraging Verkoop van 45% aandeel in Carré Sénart tegen 100% boekwaarde, inmiddels op 2.5 miljard van de voorgenomen 4 miljard
Outlook is okay de rest is geschiedenis , valt niet tegen , ik ben benieuwd hoe de markt reageert? Klein koerswinstje!
Feb 10 (Reuters) - Urw : REG-UNIBAIL-RODAMCO-WESTFIELD AGREES TO THE SALE OF A 45% STAKE IN WESTFIELD CARRÉ SÉNART AND CREATION OF A JOINT VENTURE WITH SOCIETE GENERALE ASSURANCES AND BNP PARIBAS CARDIF REG-UNIBAIL-RODAMCO-WESTFIELD AGREES TO THE SALE OF A 45% STAKE IN WESTFIELD CARRÉ SÉNART AND CREATION OF A JOINT VENTURE WITH SOCIETE GENERALE ASSURANCES AND BNP PARIBAS CARDIF AGREES TO SALE OF A 45% STAKE IN WESTFIELD CARRÉ SÉNART AND CREATION OF A JOINT VENTURE WITH SOCIETE GENERALE ASSURANCES AND BNP PARIBAS CARDIF IMPLIED OFFER PRICE IN THIS SALE AT 100% IS IN LINE WITH LAST APPRAISAL VALUE OF C. EUR 1 BN WESTFIELD CARRÉ SÉNART IS A 117,000 SQM SHOPPING AND LEISURE DESTINATION. THIS TRANSACTION IS SUBJECT TO CUSTOMARY CLOSING CONDITIONS AND IS EXPECTED TO CLOSE IN Q1-2022. UPON CLOSING, URW WILL HAVE COMPLETED EUR 2.5 BN OF ITS PLANNED EUR 4 BN EUROPEAN DISPOSAL PROGRAMME. Source text for Eikon: [ID:nGNE24k31N] Further company coverage:
Verkoop van 45% aandeel in Carré Sénart tegen 100% boekwaarde... dat is een nieuwtje toch? Mooi resultaat en ik denk ook een bevestiging van de boekwaardes van het Europese winkelvastgoed. Herwaardering Europees vastgoed -0,3% in H2. Laten we zeggen: stabiel. LTV naar 42,5% na verkoop Carré Sénart. Begint erop te lijken. Sales in de UK in H2 vallen nog wel tegen, maar logisch gezien het feit dat toerisme nog niet is wedergekeerd. Leegstandsontwikkeling: (Q2 --> Q3 --> Q4) EUR: 5% --> 4,9% --> 4% UK: 12,2% --> 11.8% --> 10.6% US: 14% --> 11.8% --> 11% Vooral die ontwikkeling in Europa is zeer sterk, met overtuigende resultaten in o.a. Spanje, Duitsland, Oost-Europa en Nederland. De hele Europese portefeuille gaat weer richting Frankrijkniveau en dat is m.i. positief. Ik verwacht dat de leegstandreductie nog iets verder door zal zetten. Tja, die Westfield overname, laten we er niet meer over beginnen, maar zonder Westfield was dit bedrijf een topper geweest op de beurs.
Branco P schreef op 10 februari 2022 08:18 :
Tja, die Westfield overname, laten we er niet meer over beginnen, maar zonder Westfield was dit bedrijf een topper geweest op de beurs.
Als de lijn wordt voorgezet, dan wordt het weer een topper. Echter een Mondiale topper en niet slechts een Europeesche topper ;-)''Elk voordeel heb zijn nadeel'' (et vice-versa)
Als ik naar het koopboek kijk gaan we naar beneden.
Cproof schreef op 10 februari 2022 08:27 :
Als ik naar het koopboek kijk gaan we naar beneden.
Bijna standaard bij URW na cijfers. Gezien de cijfers, die mi zeker niet verkeerd zijn, tov de huidige koers, mag je toch een beweging verw88 richting 70 maar de koers zal wel terugvallen naar < 65.
komt er. nog dividend vrij
Dividend, ja over 2023 weer, zie persbericht.
nee geen dividend, pas in 2023 (wellicht uitbetaald in 2024).
Ik mag toch aannemen dat de druk op de winst toch ingeprijsd is.
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