High interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its UK peers despite the spread between yields and cost of debt being far wider in Europe (suggesting values will be less impacted).
The fundamentals of the European logistics sector remain strong. A chroni ....

12 Jan 2023
abrdn European Logistics Income – Negotiating choppy waters

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abrdn European Logistics Income – Negotiating choppy waters
abrdn European Logistics Income PLC (ASLI:LON) | 33.5 0.1 0.4% | Mkt Cap: 138.1m
- Published:
12 Jan 2023 -
Author:
Matthew Read | Richard Williams -
Pages:
29 -
High interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its UK peers despite the spread between yields and cost of debt being far wider in Europe (suggesting values will be less impacted).
The fundamentals of the European logistics sector remain strong. A chroni ....