reports
DEUTSCHE INDUSTRIE GRUNDBESITZ REIT sees a downgrade to Neutral on acc...
The independent financial analyst theScreener just lowered the general evaluation of DEUTSCHE INDUSTRIE GRUNDBESITZ REIT (DE), active in the Real Estate Holding & Development industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date January 11, 2022, the clos...
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
GTT GAZTRANSPORT & TECHNIGAZ SA
DVT DEVOTEAM SA
EXE EXEL INDUSTRIES SA
TFI TELEVISION FRANCAISE 1 SA
AKA AKKA TECHNOLOGIES SE
ASY ASSYSTEM SA
SX CS GROUP SA
SQI SQLI SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
MKEA MAUNA KEA TECHNOLOGIES SA CLASS O
OPN GROUPE OPEN SA
ATE ALTEN SA
CAP CAPGEMINI SE
RTLL RTL GROUP S.A.
ORDI ORDINA N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
MMT METROPOLE TELEVISION SA
GNFT GENFIT SA
ASRNL ASR NEDERLAND NV
ONTEX ONTEX GROUP N.V.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
DKG DEUTSCHE KONSUM REIT-AG
TL5 MEDIASET ESPANA COMUNICACION SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
RUI RUBIS SCA
REY REPLY S.P.A.
DMP DERMAPHARM HOLDING SE
JB7 DEUTSCHE INDUSTRIE REIT AG
WAVE WAVESTONE SA
NVM NOVEM GROUP SA
MS MEDIASET NV
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
WCH WACKER CHEMIE AG
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
COV COVIVIO SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
DVT DEVOTEAM SA
TFI TELEVISION FRANCAISE 1 SA
AKA AKKA TECHNOLOGIES SE
ASY ASSYSTEM SA
SX CS GROUP SA
SQI SQLI SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
OPN GROUPE OPEN SA
ATE ALTEN SA
REE RED ELECTRICA CORP. SA
CAP CAPGEMINI SE
RTLL RTL GROUP S.A.
ORDI ORDINA N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
MMT METROPOLE TELEVISION SA
STMN STRAUMANN HOLDING AG
ASRNL ASR NEDERLAND NV
ONTEX ONTEX GROUP N.V.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
SAN BANCO SANTANDER S.A.
DKG DEUTSCHE KONSUM REIT-AG
TL5 MEDIASET ESPANA COMUNICACION SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
DMP DERMAPHARM HOLDING SE
JB7 DEUTSCHE INDUSTRIE REIT AG
WAVE WAVESTONE SA
NVM NOVEM GROUP SA
MS MEDIASET NV
- Baptiste Salaville
- Jerôme Bodin
- Marc Lavaud
WCH WACKER CHEMIE AG
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
ATO ATOS SE
COV COVIVIO SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
DVT DEVOTEAM SA
TFI TELEVISION FRANCAISE 1 SA
AKA AKKA TECHNOLOGIES SE
ASY ASSYSTEM SA
SX CS GROUP SA
SQI SQLI SA
SWP SWORD GROUP SE
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
OPN GROUPE OPEN SA
ATE ALTEN SA
REE RED ELECTRICA CORP. SA
CAP CAPGEMINI SE
RTLL RTL GROUP S.A.
ORDI ORDINA N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
MMT METROPOLE TELEVISION SA
STMN STRAUMANN HOLDING AG
ASRNL ASR NEDERLAND NV
ONTEX ONTEX GROUP N.V.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
SAN BANCO SANTANDER S.A.
DKG DEUTSCHE KONSUM REIT-AG
TL5 MEDIASET ESPANA COMUNICACION SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
DMP DERMAPHARM HOLDING SE
JB7 DEUTSCHE INDUSTRIE REIT AG
WAVE WAVESTONE SA
NVM NOVEM GROUP SA
MS MEDIASET NV
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : No surprises in DIR´s strong FY 2020-21 r...
>FY 2020-21 results in line with our expectations - Yesterday (16 December), Deutsche Industrie (DIR) reported strong FY 2020-21 figures which were in line with our expectations. Rental revenues increased +25.0% y-o-y to € 51.0m, in line with our estimate of € 51.1m and the consensus of € 50.6m. Net rental income rose by +27.9% y-o-y to € 40.0m, also in line with our estimate of € 39.6m. Property valuation gains amounted to € 91.1m (+146.4% y-o-y) and were close...
- Andreas Riemann
- Jean Danjou
- Jerôme Bodin
- Bruno Cavalier
- Jerôme Bodin
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : Our FFO I estimates unchanged – CTP takeo...
>We have fine-tuned part of our estimates leaving FFO I estimates unchanged - Deutsche Industrie (DIR) is to publish its FY 2020-21 results on 16 December. We do not expect any major surprise but have fine-tuned part of our estimates, although leaving our FFO I estimates unchanged. Our FFO I estimate stands at € 32.6m (+32.4% y-o-y), slightly below the consensus of € 33.8m, which translates into an FFO I per share of € 1.02 (+21.3% y-o-y due to a greater number of sha...
- Steven Boumans
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
WTB WHITBREAD PLC
POM PLASTIC OMNIUM SE
SQI SQLI SA
OLG OLYMPIQUE LYONNAIS GROUPE
GOE GROUPE GORGE SA
SDF K+S AG
BB SOCIETE BIC SA
BIG BIGBEN INTERACTIVE SA
ELIS ELIS SA
P2F PETROFAC LIMITED
VASTN VASTNED RETAIL NV
TIETO TIETOEVRY OYJ
MMT METROPOLE TELEVISION SA
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
MDM MAISONS DU MONDE SA
SMCP SMCP SA
PWG PRODWAYS GROUP SA
MVC METROVACESA SA
JB7 DEUTSCHE INDUSTRIE REIT AG
C0M COMPLEO CHARGING SOLUTIONS
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/27/2021
After our deep-dive into the green hydrogen (H2) opportunity - banking on the planned and transforming H2 scenarios of IRENA - we reinstate our Outperform ratings on both Air Liquide and Linde. They are ideally positioned to exploit the – admittedly long/er-term – H2 opportunity, for which we calculate an NPV uplift potential of € 13-73 per share for AI and $ 27-154 for LIN. This adds 7% and 8% to our respective fair values in our base case to the legacy business (AI: €184 / LIN: $ 33...
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
BFIT BASIC-FIT NV
SK SEB SA
NOVN NOVARTIS AG
SW SODEXO SA
SDF K+S AG
BAS BASF SE
VASTN VASTNED RETAIL NV
ASM ASM INTERNATIONAL N.V.
WAF SILTRONIC AG
ENC ENCE ENERGIA Y CELULOSA SA
CSM CORBION NV
WLN WORLDLINE SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JB7 DEUTSCHE INDUSTRIE REIT AG
- Delphine Brault
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/10/2021
After our deep-dive into the green hydrogen (H2) opportunity - banking on the planned and transforming H2 scenarios of IRENA - we reinstate our Outperform ratings on both Air Liquide and Linde. They are ideally positioned to exploit the – admittedly long/er-term – H2 opportunity, for which we calculate an NPV uplift potential of € 13-73 per share for AI and $ 27-154 for LIN. This adds 7% and 8% to our respective fair values in our base case to the legacy business (AI: €184 / LIN: $ 33...
EQNR EQUINOR ASA
BVI BUREAU VERITAS SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
PUM PUMA SE
BFIT BASIC-FIT NV
SK SEB SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SDF K+S AG
BAS BASF SE
VASTN VASTNED RETAIL NV
ASM ASM INTERNATIONAL N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
WAF SILTRONIC AG
MELE MELEXIS NV
ENC ENCE ENERGIA Y CELULOSA SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CSM CORBION NV
WLN WORLDLINE SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JB7 DEUTSCHE INDUSTRIE REIT AG
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : And suddenly value is set to crystallise ...
>Surprising agreement in principle on the combination of both companies - Yesterday (26 October), Deutsche Industrie REIT-AG (DIR) and CTP N.V. surprisingly signed an agreement in principle on the combination of both companies. CTP has announced its intention to make a voluntary public takeover offer to the shareholders of DIR for all outstanding shares of DIR which at the same time fulfils the requirements of a delisting offer for DIR. The transaction is expected to ...
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : Q3 2020-21 results in line with exception...
>FY 2020-21e FFO I guidance confirmed - Yesterday (12 August), Deutsche Industrie REIT (DIR) published Q3 2020-21 figures, which were fully in line with our forecasts except strong property valuation gains clearly beating our expectations. Rental revenues significantly increased +18.8% y-o-y to € 13.0m, in line with our estimate of € 13.1m and net rental income increased by +9.8% y-o-y to € 10.1m, also in line with our estimate of € 10.2m. Exceptionally strong propert...
Deutsche Industrie REIT-AG: 1 director
A director at Deutsche Industrie REIT-AG bought 30,000 shares at 15.969EUR and the significance rating of the trade was 98/100. 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 ...
- Bruno Cavalier
- Olfa Taamallah
- Yan Derocles
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : Strong Q2 2020-21 results a touch ahead o...
>Q2 2020-21 figures were a touch ahead of our forecasts - Deutsche Industrie REIT (DIR) published strong Q2 2020-21 figures, which were a touch ahead of our forecasts and confirmed its guidance for FY 2020-21 FFO I of € 32m-34m. Rental revenues significantly increased +24.9% y-o-y to € 12.4m, slightly above our estimate of € 12.2m. Net rental income increased by +33.9% y-o-y to € 9.6m, also slightly ahead of our estimate of € 9.3m. FFO I of € 8.1m (+35.2% y-o-y) ...
- Ahmed Ben Salem
LR LEGRAND SA
FP TOTAL SE
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
RDSA ROYAL DUTCH SHELL PLC CLASS A
DB1 DEUTSCHE BOERSE AG
SU SCHNEIDER ELECTRIC SE
ZURN ZURICH INSURANCE GROUP LTD
VCT VICAT-CIMENTS VICAT SA
SBMO SBM OFFSHORE NV
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
A14V70 FLOW TRADERS NV
FAGR FAGRON SA
OR L'OREAL SA
ALO ALSTOM SA
ENI ENI S.P.A.
HEI HEIDELBERGCEMENT AG
REP REPSOL SA
CRG CRH PLC
ASM ASM INTERNATIONAL N.V.
BRNL BRUNEL INTERNATIONAL N.V.
INGA ING GROEP NV
DKG DEUTSCHE KONSUM REIT-AG
HLE HELLA GMBH & CO. KGAA
AZN ASTRAZENECA PLC
RUI RUBIS SCA
BP. BP P.L.C.
UMI UMICORE
JB7 DEUTSCHE INDUSTRIE REIT AG
NEXI NEXI S.P.A.
TOM2 TOMTOM NV
FDJ LA FRANCAISE DES JEUX SA
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : Strong Q1 2020-21 figures a touch ahead o...
>Q1 2020-21 figures were a touch ahead of our forecasts - Yesterday (Thursday, 11 February), Deutsche Industrie REIT (DIR) published its strong Q1 2020-21 figures, which were a touch ahead of our forecasts and confirmed its guidance for FY 2020-21 FFO I of € 32m-34m.COVID-19 pandemic is not having a significant impact on DIR - DIR highlighted its y-o-y portfolio growth from € 452.7m GAV to € 583.2m GAV (+29% y-o-y) accompanied by strong FFO I p/s gro...
- Manuel Martin
- CEFA
- CREA
Deutsche Industrie REIT-AG : Strong FY 2019-20 results in line with ou...
>Initial outlook for FY 2020-21e in line with our estimate - On Friday 18 December, Deutsche Industrie REIT (DIR) published strong FY 2019-20 figures, which were in line with our expectations, and provided initial FY 2020-21e FFO I guidance for € 32.0-34.0m in line with our estimate of € 32.6m and € 33.7m for the consensus.Net rental income significantly increased by +49.3% y-o-y to € 31.3m, which was close to our estimate of € 32.0m. Property valuation gains amo...
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