Positive revaluations were broadly anecdotal in H1 20. Some negative news (rents, low inflation) have been balanced by further yield compression (both lowering discount and capitalisation factors since December 2019). The risk reward becomes less attractive progressively.
13 Aug 2020
Unsurprisingly stabilising values in H1 20
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Unsurprisingly stabilising values in H1 20
Deutsche Wohnen SE (DWNI:WBO) | 0 0 1.2% | Mkt Cap: 11,899m
- Published:
13 Aug 2020 -
Author:
Christian Auzanneau -
Pages:
5
Positive revaluations were broadly anecdotal in H1 20. Some negative news (rents, low inflation) have been balanced by further yield compression (both lowering discount and capitalisation factors since December 2019). The risk reward becomes less attractive progressively.