reports
- Victor Krüeger
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
MaxFastigheter I Sverige AB: 2 directors
Two Directors at MaxFastigheter I Sverige AB sold 1,062,497 shares at 44.800SEK. The significance rating of the trade was 100/100. 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 t...
- Tobias Kaj
- Victor Krüeger
- Bengt Jonassen
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Ole Martin Westgaard
Adevinta (Hold, TP: NOK140.00) - Growth set to accelerate
Adevinta reported a better-than-expected Q1, with signals that growth is set to accelerate in Q2, supported by easy comparables and an improved market outlook. We reiterate our HOLD as we continue to find the valuation fair, but have raised our target price to NOK140 (130) on positive estimate revisions.
- Ole Martin Westgaard
Adevinta (Hold, TP: NOK130.00) - France strikes back
We consider this a positive report, with figures above expectations, no change to guidance, and positive outlook comments. We expect 2–3% revisions to consensus 2021 EBITDA on the back of the results, and believe a positive share price reaction is warranted.
- Bengt Jonassen
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Bengt Jonassen
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Bengt Jonassen
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Tobias Kaj
- Victor Krüeger
- Ole Martin Westgaard
Adevinta (Sell, TP: NOK120.00) - Planning to divest UK assets
Adevinta and eBay have proposed to divest Shpock, Gumtree and Motors.co.uk, to ease concerns raised by the UK Competition and Market Authorities (CMA). We find this value-neutral for Adevinta, as we consider the assets to be non-core, and the selling proceeds will be entitled to Adevinta shareholders.
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
- Tobias Kaj
- Victor Krüeger
- Martin Arnell
- Niklas Wetterling
- Ole-Andreas Krohn
- Patrik Ling
- Simen Mortensen
- Niklas Wetterling
MaxFastigheter Set for strong IFPM growth in 2021
The Q4 report was solid, and showed continued resilience despite Covid-19. We have raised our fair value range to SEK37–44 after lifting our 2022e EPS by 2% following recent acquisitions, as well as trimming our valuation yield following tightening credit spreads in the capital markets. We expect a strong improvement in IFPM (income from property management) per share, with 20% growth in 2021 (from 4.5% in 2020), driven by project completions and acquisitions.
- Tobias Kaj
- Victor Krüeger
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
AMAST AMASTEN FASTIGHETS AB
MAXF MAXFAST PROPERTIES AB
WALL B WALLENSTAM AB CLASS B
KLED KUNGSLEDEN AB
NPRO NORWEGIAN PROPERTY ASA
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
TRIAN B FASTIGHETS AB TRIANON CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
KLOV A KLOVERN AB CLASS A
FPAR FASTPARTNER
NYF NYFOSA AB
A2QQJY FASTATOR AB
24STOR 24STORAGE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
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