Randviken Fastigheter: Q1 NOI +4% vs ABGSCe Interest rate expectations driving CEPS-revisions 2023 P/CEPS of ~12x, fair value range SEK 50-60 (66-79) Solid Q1, higher interest weighs negatively for CEPS Randviken delivered a solid Q1 report, with rental income and NOI 4-5% above our estimates, while net financial expenses ...
Publicerad: 2022-05-23 06:42 av ABG Sundal Collier
Randviken Fastigheter: Q1 NOI +4% vs ABGSCe EC rental income +14% q-o-q Public takeover likely to be successful First take on the Q1 report Randviken delivered a Q1 report with rental income of SEK 97m (+5% vs ABGSCe at SEK 92m) and NOI of SEK 73m (+4% vs ABGSCe at SEK 70m). Net financial expenses was -27m, hence the IFPM ...
Publicerad: 2022-05-17 08:32 av Ingen källa
Randviken Fastigheter: Opportunistic approach and solid management team Double-digit CEPS and EPRA NRV growth in 2022-24e Trading ~30% below peers, fair value range SEK 66–79 Rational and opportunistic Randviken was founded in 2017 and has been a public company since the reversed takeover of Raybased in 2021. The property ...
Publicerad: 2022-03-30 07:37 av ABG Sundal Collier