Moody's Ratings (Moody's) has completed a periodic review of the ratings of Simon Property Group, L.P. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 November 2024 in which we reassessed the appropriateness of the ratings in th...
Downgrading Outlook to Neutral; Upgrading Real Estate and Consumer Staples We are downgrading our long-term outlook to neutral (had been bullish since early-November 2023) due to rapidly deteriorating market dynamics; we still believe the S&P 500 is going through a 1- to 4-month consolidation phase, but odds have increased that this consolidation phase could be a topping pattern. The S&P 500 is initially holding at our expected pullback zone of 5100-5191 that we discussed last week (7/30/24 Com...
Summary Public Storage - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Public Storage is a real estate investment trust (REIT). It carries out acquisition, development, ownership, and operation of self-storage facilities. The company's main services include offering storage...
Summary Vornado Realty Trust - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Vornado Realty Trust (Vornado) is a fully integrated Real Estate Investment Trust (REIT) that specializes in owning, managing, and developing office and retail assets. The company's main activities...
Summary Toll Brothers Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Toll Brothers Inc (Toll Brothers) specializes in building luxury residential communities. The company's primary activities include the construction and sale of a variety of home types such as traditio...
The independent financial analyst theScreener just requalified the general evaluation of SIMON PROPERTY GROUP (US), active in the Real Estate Investment Trusts industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date D...
The market is expecting STZ to see the fundamental momentum the company has built the past decade between a shift to a premiumization strategy and the move into beer to reveres due to the pandemic. The market expects the company, which has seen UAFRS-based (Uniform) ROA improve from 10% levels to almost 30% to decline to the low end of levels since its Grupo Modelo acquisition, not recognizing the company's strong business model that is unlikely to be disrupted. Constellation's strong pro...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Simon Property Group, Inc. (SPG:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 29.0x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may be concerned about mall and outlet occupancy rates, retail space demand, and online retail trends. Specifically, management may have concerns about declining mall and outlet occupancy rates, the sustainability of demand for retail space, and the mix betw...
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