Vacancy, rents and reversion were safe in H1 20. Segro is still very positive as far as the short term is concerned. It is pushing its investment strategy but reducing its speculative developments. However, some first negative revaluations were clearly visible in H1 20 (lfl): cracks (but not a krach) in a long favourable inflationist cycle in the Logistics / Warehouses-beloved thematic.
05 Aug 2020
The new fascinating conundrum
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The new fascinating conundrum
SEGRO plc (SGRO:LON) | 840 -3.4 (0.0%) | Mkt Cap: 11,243m
- Published:
05 Aug 2020 -
Author:
Christian Auzanneau -
Pages:
5
Vacancy, rents and reversion were safe in H1 20. Segro is still very positive as far as the short term is concerned. It is pushing its investment strategy but reducing its speculative developments. However, some first negative revaluations were clearly visible in H1 20 (lfl): cracks (but not a krach) in a long favourable inflationist cycle in the Logistics / Warehouses-beloved thematic.