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.
URW - Analysis
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Last
$5.51 |
Change
0.030(0.55%) |
Mkt cap ! $628.8M | |||
| Open | High | Low | Value | Volume |
| $5.46 | $5.52 | $5.46 | $436.0K | 79.37K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 36 | $5.49 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.52 | 19878 | 4 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| URW (ASX) Chart |