QuotedData Retail - Aberdeen Standard European Logistics Income (ASLI) On the crest of a wave

Report

QuotedData Retail

Matthew Read

On the crest of a wave

Aberdeen Standard European Logistics Income (ASLI) has assembled a property portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand from occupiers wrestling for more efficient supply chains as online sales grow.

09/10/2019 200 EN

Underlying

Aberdeen Standard European Logistics Income

See profile

GB00BD9PXH49 London Stock Exchange United Kingdom

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

See profile

Analysts

Matthew Read

Other Reports on these Companies

Pelham Smithers Associates Ltd

PSA Autos, New Mobility: EV Markets in Trouble – Have the Japanese Been Vindicated?

While Japan’s automakers have upped their game in the EV space, they remain laggards on the global stage. With the EV markets now in trouble, analyst Julie Boote assesses whether or not the Japanese assemblers have been vindicated in their more cautious approach to electrification.

January 5, 2024 January 5, 2024 1 EN

QuotedData Professional

abrdn European Logistics Income – Riding out the storm

abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) and uncapped, annual inflation-linked rental uplifts on two-thirds of its leases offer further promise. Evidence that valuations in the European logistics real estate sector are stabilising is growing, not least through a sale from ASLI’s portfolio at a small premium to book value, which should serve to support its NAV. The sale of the mid-box property in...

June 22, 2023 June 22, 2023 1 EN

QuotedData Retail

abrdn European Logistics Income – Riding out the storm

abrdn European Logistics Income’s (ASLI’s) manager is focused on riding out the storm of market valuation declines, with an emphasis on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) and uncapped, annual inflation-linked rental uplifts on two-thirds of its leases offer further potential for rental uplifts. ASLI’s manager says that evidence that valuations in the European logistics real estate sector are stabilising is growing, not least through a sale from ASLI’s portfolio at a small premium to book value, wh...

June 22, 2023 June 22, 2023 1 EN

GCP Infrastructure – Consolidate and capitalise

For most of 2024, financial conditions had finally started to turn favourably for infrastructure investors. Inflation had dropped sharply from the previous year, allowing the Bank of England to begin its easing cycle, while the new government’s ambitious plans for infrastructure development provided a renewed sense of optimism across the sector. These green shoots were evidenced by GCP’s annual results, which showed a total shareholder return of 28.4%, leading to a significant narrowing of its stubborn discount. Unfortunately, a negative reaction to the UK budget, and concerns around the infla...

January 24, 2025 January 24, 2025 EN

James Carthew

James Carthew

Pantheon Infrastructure – Powering up

Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 11 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per annum. In PINT’s recent results, the stand-out winner within the portfolio was the US power generation business Calpine. This note delves into the Calpine story in more detail and sets out why we feel it could still have much further to go. The discount has started to narrow, suggesting that ...

November 14, 2024 November 14, 2024 15 EN

David Johnson

David Johnson

Seraphim Space Investment Trust – Entering orbit

Seraphim Space Investment Trust (SSIT) continues to see its portfolio of cutting-edge SpaceTech companies achieve key milestones. Over SSIT’s financial year, its companies raised $900m in new investments, with SSIT contributing £11m across 10 positions. Notable examples are the oversubscribed IPO of Astroscale, the successful capital raise of D-Orbit, and the soaring share price of AST SpaceMobile. This has resulted in positive NAV growth for SSIT during the period. SSIT’s portfolio companies have also made significant progress towards profitability, with several expected to reach this mile...

November 14, 2024 November 14, 2024 32 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

On the crest of a wave

PSA Autos, New Mobility: EV Markets in Trouble – Have the Japanese Been Vindicated?

abrdn European Logistics Income – Riding out the storm

abrdn European Logistics Income – Riding out the storm

GCP Infrastructure – Consolidate and capitalise

Pantheon Infrastructure – Powering up

Seraphim Space Investment Trust – Entering orbit

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe