The markets were much quieter following the Easter break, with limited news; however, the names we cover saw their shares up 2.6% on average, with Atrium Ljungberg (7.1%), SBB (7.1%) and Pandox (4.8%) the top performers. JM released its Q1 results and we reiterated our BUY, believing it has passed the earnings trough, while we reiterated our HOLDs on Corem and Fabege following their quarterly reports. The weighted-average implied EBITDA yields on the stocks we cover are 5.04% for 2025e and 5.34%...
UNIBAIL-RODAMCO-WESTFIELD Q1-2025 TRADING UPDATE Paris, April 24, 2025 Press release UNIBAIL-RODAMCO-WESTFIELD Q1-2025 TRADING UPDATE Robust operating performance with dynamic leasing activity backed by positive footfall and sales €100.4 Mn of MGR signed, with an uplift of +7.9% on top of indexed passing rentsTenant sales up +2.1% and footfall up +0.4% with unfavourable calendar effects Successful retail opening of Westfield Hamburg-Überseequartier on April 8 with over 1 million visits in the first 2 weeks€1.0 Bn of disposal transactions completed or secured in 2025Successful financin...
A director at CK Asset Holdings Limited bought 3,362,000 shares at 29.366HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
The ‘tariff volatility’ in credit and equity markets persisted this week, reversing many of the gains from previous weeks. Atrium Ljungberg kicked off Q1 reporting season. Öresund’s representative left the board of Stenhus and appointed a special examiner to review the company’s management. Castellum’s CEO Joacim Sjöberg stated he plans to leave by Q4 2026. The weighted-average implied EBITDA yields on the stocks we cover are 5.33% for 2025e and 5.66% for 2026e.
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