URW 2.00% $5.87 unibail-rodamco-westfield

Ann: UNIBAIL-RODAMCO-WESTFIELD Q3-2022 TRADING UPDATE, page-2

  1. 136 Posts.
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    Some hot takes/uneducated thoughts

    * Interesting that visits appear to be down, but spending going up? Less people visits centres but they are spending more when they do?
    * AREPS guidance is lifted again, are we getting a div after the FY results? Even if it is 1/2 of AREPS, would be close to a 10% div yield unless my maths is way off

    Controversial thought: UK continues to stink, are our UK centres a basket case like the entire country? Maybe we should piss them off along with the US
 
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