Hi all,
I've recently been looking into URW and have written a long-form piece of analysis on my blog here: https://www.bayleycapital.com/europes-largest-shopping-mall-owner-a-de-leveraging-story-turning-the-dividend-back-on/
I like the set-up of the company at present with a significant margin of safety in the form of a 57%+ discount to NTA, while the board has been refreshed, backed by activist investors who have enacted a de-leveraging strategy.
With the dividend set to return in early 2023, and a recent increase to forecast FY23 AFFO, I reckon there is scope for further capital appreciation here.
DYODD, caveat emptor.
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$6.18 |
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Mkt cap ! $715.8M |
Open | High | Low | Value | Volume |
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Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2369 | $6.17 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.18 | 15387 | 3 |
View Market Depth
No. | Vol. | Price($) |
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1 | 1000 | 5.600 |
2 | 1629 | 5.500 |
1 | 1883 | 5.310 |
1 | 1400 | 5.300 |
Price($) | Vol. | No. |
---|---|---|
6.180 | 15387 | 3 |
6.200 | 702 | 3 |
6.300 | 1700 | 2 |
6.350 | 2557 | 3 |
6.450 | 300 | 1 |
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