reports
- Tony Sherlock
Morningstar | URW Updated Forecasts and Estimates from 18 Jul 2018
We initiate coverage of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so would depress returns for all players. In the case of shopping centres, once a large mall is established, there...
- Tony Sherlock
Morningstar | URW Updated Forecasts and Estimates from 18 Jul 2018
(Correction applies to EPS and DPS calculations.) We initiate coverage of Australian Chess Depository Interests, or CDIs, of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail's CDIs a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so wou...
- Tony Sherlock
Initiation on Unibail-Rodamco - a Global Retail-Centric REIT with FVE ...
(Correction applies to EPS and DPS calculations.) We initiate coverage of Australian Chess Depository Interests, or CDIs, of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail's CDIs a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so wou...
- Tony Sherlock
Initiation on Unibail-Rodamco - a Global Retail-Centric REIT with FVE ...
We initiate coverage of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so would depress returns for all players. In the case of shopping centres, once a large mall is established, there...
- Tony Sherlock
The major challenge faced by Unibail is the growth in proportion of sa...
We initiate coverage of Australian Chess Depository Interests, or CDIs, of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail's CDIs a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so would depress returns for all players. In the case of...
- Tony Sherlock
Initiation on Unibail-Rodamco - a Global Retail-Centric REIT with FVE ...
We initiate coverage of Australian Chess Depository Interests, or CDIs, of Unibail-Rodamco a France-based REIT that recently merged with Westfield Corporation. We ascribe Unibail's CDIs a narrow moat rating and expect no major changes in the company's competitive positioning. The moat source is efficient scale, which is where a market is effectively serviced by existing players and potential competitors are dissuaded from entering as doing so would depress returns for all players. In the case of...
- Tony Sherlock
The major challenge faced by Unibail is the growth in proportion of sa...
Unibail-Rodamco is a high-quality predominantly shopping centre REIT, with assets across Europe and the U.S. The firm benefits from a narrow economic moat, with the moat source being efficient scale benefits and the network effect. Unibail was formed in 1968, launching its first French asset the following year. The firm acquired large shopping malls from 1992 until 1995, then offices. In 2000, a congress and exhibition division was formed, subsequently renamed Viparis in 2008, the European leade...
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