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ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Rental and transaction markets picking up

Optimistic outlook for vacancy and targeting net LTV of 50% in early 2025. Peers are more forward-leaning, HOLD reiterated.

ABGSC Construct. & Real Estate Research ... (+4)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Markus Henriksson
  • Viktor Stenlöf

Dios Fastigheter AB: 1 director

A director at Dios Fastigheter AB bought 149,083 shares at 74.582SEK 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 two years ...

Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

Diös Fastigheter - Stable business with growing demand

Mgmt. guides for net letting to hold up well in Q4 Neg. value rev. partly explained by lower rental levels Trading ~30% below its five-year average

Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

Diös Fastigheter - Strong top line but higher interest costs

NOI increased 19% y-o-y, in line with ABGSC Accelerated like-for-like growth to 6.5% y-o-y Value gains of -1.4% vs. ABGSCe +0.4%

Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

Diös Fastigheter - Surprisingly strong near-term outlook

Inflation drives rental income and NOI by ~3-4%... …while interest rates hold back CEPS (~0% to -3%) ~15-40% below peers on last reported figures

Fredrik Stensved ... (+3)
  • Fredrik Stensved
  • Markus Henriksson
  • Victor Krüeger

Sector Fast Comment - Rate hike impact on commissioned coverage

The Swedish Riksbank has hiked the repo rate by 100bps... …we have mapped out how this effects our coverage See sensitivity analysis below

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