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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 (20min delay)
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Last
$6.53 |
Change
-0.070(1.06%) |
Mkt cap ! $801.0M | |||
| Open | High | Low | Value | Volume |
| $6.58 | $6.58 | $6.10 | $1.719M | 265.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 481 | $6.53 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.56 | 2236 | 2 |
View Market Depth
| Last trade - 16.10pm 07/06/2024 (20 minute delay) ? |
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Last
$6.54 |
Change
-0.070 ( 1.29 %) |
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| Open | High | Low | Volume | ||
| $6.53 | $6.56 | $6.24 | 23927 | ||
| Last updated 15.59pm 07/06/2024 ? | |||||
| URW (ASX) Chart |