[quote alias=mercurius-adept id=15068877 date=202311021153]+7%, zonder noemenswaardig URW nieuws.....

[quote alias=!@#$!@! id=15067464 date=202311011615][...]That surprises me. Because normal loan...

[quote alias=Branco P id=15090887 date=202311171941][...]Thanks!Stockprice did not rea...

[quote alias=Branco P id=15080517 date=202311092153]Lamsrust, had je deze gezien? De coupon is 7% ...

[quote alias=HCohen id=15077381 date=202311081646][...]:-) I could say it was a typo(forgot t...

[quote alias=Branco P id=15098053 date=202311252151]True, regarding banks, for example ABN Amro is trading very low... I believe (if I remember correctly) that all the relevant interest rates i...

[quote alias=Branco P id=15097965 date=202311251615]The big advantage of writing options is that time works in your favor, but you should really only do it with stocks that you truly would...

[quote alias=Branco P id=15097833 date=202311251144][...]true, in 2022 I also made money with writing out of the money call options (at stock peaks) but I saw that in 2023 I only did the writing...

[quote alias=Branco P id=15097678 date=202311242203][...]Good evening Branco,I answer in bold:take a look at the market interest rates and especifically to what happened in...

[quote alias=Lamsrust id=15096968 date=202311241102][...]I have certainly not lost any optimism,, but i think it will take much more time for the URW share price to recover to EUR 80 - 90. I sai...

Of course the main question is :Is the interest rate increase in US and Europe over? If yes, then the fear that interest rates could go to 6%-7% which brought price to its knees this year (41,30 EUR...

[quote alias=Lamsrust id=15096626 date=202311240026][...]I am invested for many years in URW. When the stock price approached EUR 100 pre covid, which was 8x FFO then, URW was already recommende...

[quote alias=Lamsrust id=15096523 date=202311231952][...]Of course Branco P has to react himself too, but I would like to add this.I do not see URWs share price rise to EUR 65 - 75 with...

[quote alias=Lamsrust id=15096518 date=202311231939][...]I assume you are now referring to the US flag ships as David Simon will not be interested in the US regionals. According to the Q3, 2023 ...

[quote alias=Branco P id=15096279 date=202311231619][...]Dat dit door de mega-rentestijging 1 jaartje langer duurt dan gehoopt is dan helemaal prima! Mocht de koers dan toevallig op dat nieu...

[quote alias=mercurius-adept id=15095320 date=202311221857]ECB-FSR 22 nov: Vooruitzichten financiële stabiliteit broosReal estate markets in an environment of high financing costs&quo...

[quote alias=Lamsrust id=15095308 date=202311221849][...]Of course time is running in favor of URW. But it is also possible that URWs asking price is currently not accomplishable for potent...

[quote alias=Lamsrust id=15095136 date=202311221631][...]De waardering van de activa eind 2023 vind ik niet zo spannend nu dat een papieren aangelegenheid betreft. Veel belangrijker zijn de verk...

[quote alias=Mr. Fleming id=15092280 date=202311201309]Zo, de stukken URW zijn overgeboekt van de Giro naar ABN AMRO, Heeft een goede week en wat gebel geduurd, kosten per regel bij de Giro: € 25,...

[quote alias=030 N id=15092288 date=202311201314][...]Ik zit er zelf aan te denken om ze de dag voor ex-dividend te verkopen en dan ex-dividend terug te kopen (voor hetzelfde bedrag, zodat ik me...

[quote alias=JanJansen id=15091728 date=202311192300]@ franse aandelen, Ik heb ook even gekeken naar igd zelfde conclusie. Ook eens i.z.urw.Daarbij is igd ook retail dus tesamen met urw niet echt d...

[quote alias=Branco P id=15090887 date=202311171941][...]Thanks!Stockprice did not really respond to it today. I do not understand why IG did not really move on all the good news but I a...

[quote alias=Branco P id=15080517 date=202311092153]Lamsrust, had je deze gezien? De coupon is 7% maar zorgt toch voor average yield 8,5%. Begrijp jij hoe dat kan? Hoe moet je dat duiden...

[quote alias=Lamsrust id=15089891 date=202311170019][...]Wat betreft trading eens. Dat kun je beter doen met aandelen die zeer hoog gewaardeerd zijn ipv aandelen die na 20% stijging nog steeds l...

[quote alias=Lamsrust id=15087619 date=202311151507]Toename verkopen met 2.5% bij een inflatie van 3.2% is dus een effectieve daling van 0.7%. We moeten erop vertrouwen dat de Westfield malls in die...

quote:Branco P schreef op 15 november 2023 12:39:[...]it says: Norges Bank? That isn’t APG. I did not know Norges bank was in Klepierre with 5+%/Sorry Norges Bank, you are right...

[quote alias=Branco P id=15085631 date=202311141245][...]APG had ooit 5%+ zo lijkt het:www.abcbourse.com/marches/unibail-rod...Zij hebben dus waar...

quote:Ortega schreef op 14 november 2023 17:34:No, this is the source, and then write it down....www.abp.nl/over-abp/duurzaam-en-veran...Than...

[quote alias=matin id=15086383 date=202311141817]Stel dat we in een paar weken richting de €60 a €65 gaan,Drukken jullie dan op de verkoop knop of wachten jullie langer voor koersen boven de €80 ?...

[quote alias=Ortega id=15086218 date=202311141714][...]Very smart focus Franse aandelen, because pensionfunds is where the real money is...I know their numbers... APG holdings in...

[quote alias=Franse aandelen id=15085751 date=202311141413][...]Dear Branco, ...PS: US CPI numbers in a few minutes will move the market a bit, I hope in the right direction...Kind reg...

[quote alias=Branco P id=15085631 date=202311141245][...]APG had ooit 5%+ zo lijkt het:www.abcbourse.com/marches/unibail-rod...Zij hebben dus waar...

New question : Do you think if once dividend reinstated Dutch pension funds could have more interest in URW ? On Zone bourse I see :APG Asset Management NV 1 316 059 0,9484 % 72 M € invested in URW ...

[quote alias=Lamsrust id=15084902 date=202311140009][...]In the AMF publications it was mentioned that (to be) acquired shares were partly financed by a bank and pledged to that bank. Whether th...

[quote alias=Lamsrust id=15084522 date=202311131658][...]So the worst that could happen to us as minority shareholders is that XNs experiences a liquidity crisis and has to sell his URW s...

[quote alias=Lamsrust id=15084522 date=202311131658][...]XN also financed part of his acquisitions, so his historical cost price increases with the interest amount payable each month. So the...

[quote alias=Fatcat id=15084050 date=202311131204][...]Zo denk ik er ook over. Niel heeft een enorme positie, en zal er alles aan doen om hier waarde uit te halen. Volgens mij heeft hij zich erg...

!@#$!@!Good Morning, thank you for having posted the dividend discussion in right thread! Best regards....

PS : I have never heard of (IGD) Immobiliare Grande Distribuzione ... I don t know Italian market well...

[quote alias=Branco P id=15080517 date=202311092153]Lamsrust, had je deze gezien? De coupon is 7% maar zorgt toch voor average yield 8,5%. Begrijp jij hoe dat kan? Hoe moet je dat duiden...

US 10 year touched briefly 4.5% ... nice...

Thanks Lamrust, I went already to the page. The photos and descriptions give a good idea regarding ECP :-)...

quote:HCohen schreef op 8 november 2023 16:46:[...]Ofwel op zijn Nederlands, Wat de boer niet kent, dat eet hij niet :-) .Cordialement.I looked it up, that saying...

[quote alias=HCohen id=15077381 date=202311081646][...]:-) I could say it was a typo(forgot the e), but it wasnt. Je suis plus ou moins trilingue[i](my french just at a modest...

[quote alias=Lamsrust id=15077180 date=202311081526][...] As mentioned earlier I however do see URW buying ECPs flagships at relatively high niys through a public bid on the outstandin...

quote:HCohen schreef op 8 november 2023 14:56:[...]:-) ;-)NB your (positif)presence here is highly appreciated(!), I was merely being curious..Bedankt...

[quote alias=Lamsrust id=15077180 date=202311081526][...]SPG however can be a candidate URW wants to sell NY trade centre to, as this CBD asset requires a new strategy in order to solve the ...

quote:HCohen schreef op 8 november 2023 14:56:[...]:-) ;-)Nationalities is too 19th century as a term, isn t it ?...

[quote alias=HCohen id=15077105 date=202311081452][...]Might I ask you what your nationality is franse aandelen?(@Never lose your curious mind)* Two brains, one th...

[quote alias=Lamsrust id=15077053 date=202311081431] [...] Ik ben wel benieuwd inderdaad wat erin staat. Kennelijk heeft SPG geen plannen om via KLEP Europa in te stappen, maar focussen zich op de th...

However one point regarding Klepierre and the European sector implication :A question that needs to be asked is who is the buyer of the SPG notes ... Is there ONE buyer or are there many buyers... I...

[quote alias=konijnenmelkertbaan id=15076741 date=202311081214]SPG/Klépierre: een positieve voorbode voor URW?Simon Property Group is monetising around half of its 22.4% stake in Klépierre. What...

Jefferies begint de vastgoedsector te monitoren. Hij koopt Unibail-Rodamco-Westfield met een koersdoel van 70 euro, om op Klépierre te ‘houden’ met een koersdoel van 25 euro, net zoals op Gecina om te...

US treasury bond yield 4,59% therefore down 0,06% from yesterday, maybe the URW shares will get green over the day if yield stays at that level or lower.......

[quote alias=Branco P id=15074751 date=202311071047]the investor has the option to choose, I think I read it at the end?I can not estimate if the stock will go up tomorrow. maybe it was manipula...