Up to now, we had anticipated a cycle coming progressively to its end in 2022-23. Coronavirus is now revealed as a catalyst, provoking a crisis earlier than we expected previously. We now believe that NAV will progressively stabilise or decrease as from 2020. However, we hope that Deutsche Wohnen will stay the “relative” safe-haven it is vs. peers. The tragic consequences of growing unemployment in the future, coupled with a deflation, could weigh on Deutsche Wohnen’s toplin
26 Mar 2020
NAV probably reached its top in FY 19
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NAV probably reached its top in FY 19
Deutsche Wohnen SE (DWNI:WBO) | 0 0 1.2% | Mkt Cap: 11,899m
- Published:
26 Mar 2020 -
Author:
Christian Auzanneau -
Pages:
4
Up to now, we had anticipated a cycle coming progressively to its end in 2022-23. Coronavirus is now revealed as a catalyst, provoking a crisis earlier than we expected previously. We now believe that NAV will progressively stabilise or decrease as from 2020. However, we hope that Deutsche Wohnen will stay the “relative” safe-haven it is vs. peers. The tragic consequences of growing unemployment in the future, coupled with a deflation, could weigh on Deutsche Wohnen’s toplin