reports
- ABGSC Construct. & Real Estate Research
- Peter Sehested
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- Simen Mortensen
Keen eye on vacancy rates
Interest rates have seemingly peaked, and more cuts are expected. Given the level at which rates are set to stabilise, we still expect some upward pressure on book value yields. NAV-wise, this is likely to be offset by rental growth and retained earnings, but our base case is limited growth in 2024–2025e. Rental KPIs remain the key focus, as vacancy rates continue to rise, particularly for offices, but so far rental prices have held firm. We maintain our neutral sector stance, with Castellum and...
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 55 – 2024til Nasdaq Copenhagen 2. oktober 2024 ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Som meddelt i selskabsmeddelelse nr. 02/2024 har ROCKWOOL A/S iværksat et aktietilbagekøbsprogram, som løber i perioden fra og med 8. februar 2024 og til og med den 7. februar 2025. I denne periode vil Selskabet købe egne aktier for op til maksimalt 160 mio. euro. Tilbagekøbsprogrammet gennemføres i henhold til EU-Kommissionens forordning nr. 596/2014 a...
ROCKWOOL A/S – transactions in connection with share buy-back programm...
ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 55 – 2024to Nasdaq Copenhagen 2 October 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and EU...
- Jacob Berg Nielsen
- ABGSC Healthcare Research
- Morten Larsen
ROCKWOOL A/S – transactions in connection with share buy-back programm...
ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 54 – 2024to Nasdaq Copenhagen 25 September 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and...
ROCKWOOL AS: 1 director
A director at ROCKWOOL AS sold 617 shares at 2,978.000DKK and the significance rating of the trade was 68/100. 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 clearly sho...
Indberetning af ledende medarbejders og disses nærtståendes transaktio...
Indberetning af ledende medarbejders og disses nærtståendes transaktioner med ROCKWOOL A/S aktier Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 53 – 2024til Nasdaq Copenhagen 19. september 2024 Indberetning af ledende medarbejders og disses nærtståendes transaktioner med ROCKWOOL A/S aktier ROCKWOOL A/S har i henhold til markedsmisbrugsforordningens art. 19 (forordning (EU) nr. 596/2014) modtaget nedenstående indberetninger fra bestyrelsesmedlemmer og ledende medarbejdere og disses nærtståendes transaktioner med ROCKWOOOL A/S aktier. 1 Nærmere oplysninger om personen med ledelsesansv...
Report on transactions of executives and related parties in ROCKWOOL A...
Report on transactions of executives and related parties in ROCKWOOL A/S shares Company announcementfor ROCKWOOL A/SRelease no. 53 – 2024to Nasdaq Copenhagen 19 September 2024 Report on transactions of executives and related parties in ROCKWOOL A/S shares ROCKWOOL A/S has received and hereby provides notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in ROCKWOOL A/S made by persons discharging managerial responsibilities and/or persons closely related with them. 1 Details of the person discharging managerial responsibilities/p...
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 52 – 2024til Nasdaq Copenhagen 18. september 2024 ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Som meddelt i selskabsmeddelelse nr. 02/2024 har ROCKWOOL A/S iværksat et aktietilbagekøbsprogram, som løber i perioden fra og med 8. februar 2024 og til og med den 7. februar 2025. I denne periode vil Selskabet købe egne aktier for op til maksimalt 160 mio. euro. Tilbagekøbsprogrammet gennemføres i henhold til EU-Kommissionens forordning nr. 596/201...
ROCKWOOL A/S – transactions in connection with share buy-back programm...
ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 52 – 2024to Nasdaq Copenhagen 18 September 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and...
Gennemførsel af vedtægtsbestemt omregistrering af A-aktier til B-aktie...
Gennemførsel af vedtægtsbestemt omregistrering af A-aktier til B-aktier samt oplysning om ændret antal stemmerettigheder og kapital Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 51 – 2024til Nasdaq Copenhagen 16. september 2024 Gennemførsel af vedtægtsbestemt omregistrering af A-aktier til B-aktier samt oplysning om ændret antal stemmerettigheder og kapital ROCKWOOL A/S har i dag gennemført omregistreringen af 37.988 A-aktier til et tilsvarende antal B-aktier (hver af nominelt kr. 10). Omregistreringen sker i henhold til vedtægternes § 6 og på anmodning fra ejern...
Completion of conversion of A shares to B shares in accordance with th...
Completion of conversion of A shares to B shares in accordance with the articles of association and information on adjusted number of voting rights and share capital Company announcementfor ROCKWOOL A/SRelease no. 51 – 2024to Nasdaq Copenhagen 16 September 2024 Completion of conversion of A shares to B shares in accordance with the articles of association and information on adjusted number of voting rights and share capital ROCKWOOL A/S has today completed the conversion of 37,988 A shares to a corresponding number of B shares (each having a nominal value of DKK 10). The conversi...
- Simen Mortensen
Sector optimism
In the past week, Citycon divested a retail asset in Norway, Logistea updated its financial targets following the merger with KMC Properties, Cibus carried out a rights issue as it is targeting M&A in the daily-goods property sector, and we saw sector optimism at DNB’s Nordic Real Estate & Construction Conference. The weighted-average implied EBITDA yields on the stocks we cover are 4.21% for 2024e and 4.65% for 2025e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
Hybridan Small Cap Feast - 11September 2024
11th September 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: None Delistings: Bivictrix Therapeutics (BVX.L) has delisted from AIM What’s baking in the oven? Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email with “unsubscribe me”. Hybridan Chefs Banquet Buffet***...
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram
ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 50 – 2024til Nasdaq Copenhagen 11. september 2024 ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Som meddelt i selskabsmeddelelse nr. 02/2024 har ROCKWOOL A/S iværksat et aktietilbagekøbsprogram, som løber i perioden fra og med 8. februar 2024 og til og med den 7. februar 2025. I denne periode vil Selskabet købe egne aktier for op til maksimalt 160 mio. euro. Tilbagekøbsprogrammet gennemføres i henhold til EU-Kommissionens forordning nr. 596/201...
ROCKWOOL A/S – transactions in connection with share buy-back programm...
ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 50 – 2024to Nasdaq Copenhagen 11 September 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and...
- Simen Mortensen
Bonds, market data and investments
This week, Castellum issued a EUR500m bond loan, and according to Bloomberg, Catena is contemplating launching 1–2 green bonds next week. Pandox acquired another UK asset, Logista and Public Property Invest look set to join the FTSE EPRA index, and finally, August data for Swedish and Norwegian house prices and commercial transaction volumes was published. The weighted-average implied EBITDA yields on the stocks we cover are 4.26% for 2024e and 4.70% for 2025e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
PUBLI PUBLIC PROPERTY INVEST
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