Aroundtown Properties, ein schlafender Riese, großes Aufwärtspotenzial (Seite 1206)

[Rainolaus]

Aroundtown SA receives EPRA sBPR Gold Award and Sustainabili…

[Rainolaus]

Donnerstag, 06.09.2018 - 07:39 Uhr
Hauck & Aufhäuser bewertet viele Immobilienaktien neu

Hauck & Aufhäuser startet Aroundtown mit "Buy" - Ziel 8,85 E…

[Rainolaus]

Backtest auf ~7,50 gerade passiert. Wenn der Bereich hält sollte der Chart weiter durchstarten. Godmode nannte ja bereits die ~8,32€ als nächstes Ziel..

[Rainolaus]

Antwort auf Beitrag Nr.: 57.909.564 von schnorps01 am 05.06.18 10:24:57

Zitat von schnorps01: Aroundtown wird sicher weiter steigen, es könnte aber auch mal paar Tage/ Wochen mal etwas langsamer gehen. Darauf spekukuliere ich und sehe aktuell in Corestate, Ceconomy und Covestro die höheren Gewinnchancen auf 6-Monatssicht.
Aus diesem Grunde habe ich alle Gewinne in Ceconomy umgeschichtet und in Corestate nachgelegt.

Viel Erfolg allen weiterhin.

Die Umschichtung war dann vom Chart der beiden Genannten und im Hinblick auf Aroundtown wohl eher suboptimal.

[Rainolaus]

Antwort auf Beitrag Nr.: 58.563.713 von walker333 am 29.08.18 19:07:03

Zitat von walker333: Manche Anleger sind da wohl eher im Portfolio Aufwertungsrausch, aber FFO I ist nun mal maßgebend.

Na dann guck mal was bei Deutsche Real Estate nur die Aufwertung des Portfolios gebracht hat (von ~3,00€ auf 4,30€). Zumal die neuen Bewertungen am Markt bei den Verkäufen meistens auch noch übertroffen werden.

[Rainolaus]

Deutsche Bank Empfehlung mit KZ 9€

ich habe mir jetzt mal nach Einlesen ein paar Stücke gegönnt.
Vor allem charttechnisch mit dem Bruch der 7,50 nach oben interessant. Evtl. gibt es nochmal einen Backtest auf das Ausbruchsniveau.

[Rainolaus]

Für diese deutsche Aktie bin ich bullisch

[walker333]

Antwort auf Beitrag Nr.: 58.557.080 von smyl am 29.08.18 08:36:46

6% Anstieg (pro Aktie) bei den FFO I ist solide, aber jetzt nicht der Hammer.

Manche Anleger sind da wohl eher im Portfolio Aufwertungsrausch, aber FFO I ist nun mal maßgebend.

[smyl]

Aroundtown SA (IRSH)
Aroundtown SA announces H1 2018 results with increased profitability and
continued growth

29-Aug-2018 / 07:01 CET/CEST
Dissemination of a Regulatory Announcement, transmitted by EQS Group.
The issuer is solely responsible for the content of this announcement.

*THIS ANNOUNCEMENT IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY
OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA, JAPAN, SOUTH
AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION
OF APPLICABLE LAWS OR REGULATIONS*

*AROUNDTOWN ANNOUNCES H1 2018 RESULTS
WITH INCREASED PROFITABILITY AND CONTINUED GROWTH *

- *Net rental income *of *EUR291 million*, increased *43*% from EUR204
million in H1 2017

- *Adjusted EBITDA* up *44*% to *EUR280 million*

- *FFO I* growth of *46*% to *EUR189* *million* from EUR130 million

- *FFO I per share *increased to *EUR0.19 *(6% YOY) *EUR0.38* on annualized
basis

- FFO I per share after perpetual notes attribution of EUR0.17 (6% increase
YOY)

- *Net profit* of amounted to *EUR970 million*, representing YOY growth of
*25*%*Successful growth* with over EUR1.4bn of acquisitions of mainly office
and hotel

- *Fully diluted EPS* up to *EUR0.82 *(*11%* YOY)

- *EPRA NAV *up by *22%* to *EUR7.9 billion* and *EUR7.2 per share*, up
*14%* adjusted for dividends (11% net of dividend paid)

- *EPRA NAV incl. perpetual notes *growth of *24%* to *EUR9.5* *billion*
from EUR7.7 billion; *EUR8.6 per share *

- *Equity* growth of *18*% to *EUR8.5 billion* and EUR8.8 billion assuming
conversion of convertible bonds.

- *Investment property* grew *21*% to *EUR11.9 billion*, from EUR9.8 billion
year-end 2017

- *LTV* maintained low at *37% *and *35%* assuming conversion of
deep-in-the-money convertible bonds

- Solid credit profile and conservative financing structure sustained with
*ICR* of *4.7*x, low *cost of debt* of *1.7*%, long average *debt maturity*
of *7.4* years and high *unencumbered ratio* of *71%* (*EUR8.5 billion*)

- Robust organic growth is reflected in solid *net rental income
like-for-like* gains of *4.6*%, 2.5% from in-place rent growth and 2.1% from
occupancy increase

_29 August 2018._

*Higher profitability as a result of strong operational performance*

Aroundtown (the '*Company*' or '*AT*') announces its H1 2018 with higher
profitability from high internal growth, reflected in a 4.6% growth on a
like-for-like basis from rent and occupancy increases, and high asset
quality resulting in a profit growth of 25% to nearly EUR1 billion in the
first six months of 2018. The high scale of operational growth is further
demonstrated by an increase in FFO I of 46% YOY. H1 2018 annualized FFO I of
EUR379 million and EUR0.38 per share reflects an FFO I yield of 5% and
dividend yield of 3.3%, which illustrates AT's robust performance results in
continuous growth on a per share basis. Higher shareholder value generation
is also evident in the EPRA NAV per share growth to EUR7.2 per share +14%
since Dec 2017 adjusted for dividend, +11% net of dividend paid.

*High quality portfolio, supported by sizable external growth of assets in
top tier cities*

AT continued its successful growth with over EUR1.4bn of acquisitions of
mainly office and hotel assets offering high value-add potential in
fundamentally strong cities, such as Berlin, Frankfurt, Munich, Stuttgart,
London, Utrecht and Rotterdam. Additions in the hotel portfolio with two
high quality assets in Berlin and London exhibit the strength of AT's
quality portfolio: Hilton Berlin Gendarmenmarkt is a landmark asset
encompassing an entire city block in the best location in Berlin and Hilton
Hyde Park is a monumental assets overlooking the Hyde Park in the heart of
London. Further building on its accretive capital recycling strategy, AT
successfully disposed year-to-date over EUR700 million of non-core assets of
which EUR500 million have been sold in H1 2018 at 15% above net book value
and at a 28% disposal margin over cost. Further EUR235 million of disposals
of non-core assets have been finalized after the reporting period. Disposals
during H1 2018 led to an increase in FFO II of 93% to EUR300 million.

*Maintaining the conservative capital structure*

LTV remained low at 37% and 35% assuming conversion of deep-in-money
convertible bonds. After the reporting date, another EUR105 million of
convertible bonds have been submitted for conversion, thus resulting in 49%
of the EUR300 million Series C bonds being converted. AT's proactive
approach reinforced its financial stability by sustaining low average cost
of debt of 1.7% and long average debt maturity of 7.4 years.

The H1 2018 financial report is available on the Company's website:
http://www.aroundtown.de/investor-relations/publications/fin…
[1]

For definitions and reconciliations of the Alternative Performance Measures,
please see the relevant sections in the pages 56-59 of the H1 2018 financial
statements. You can find the financial statements in AT's website under
Investor Relations > Publications > Financial Reports or under this link:
https://www.aroundtown.de/fileadmin/user_upload/04_investor_…
ads/2018/AT_H1_2018.pdf [2]

*About the Company*

Aroundtown SA (symbol: AT1), trading on the Prime Standard of the Frankfurt
Stock Exchange, is the largest listed and highest rated (BBB+ by S&P) German
commercial real estate company.
Aroundtown invests in income generating quality properties with value-add
potential in central locations in top tier European cities mainly in
Germany/NL.
Aroundtown SA (ISIN: LU1673108939) is a public limited liability company
(société anonyme) established under the laws of the Grand Duchy of
Luxembourg, registered with the Luxembourg Trade and Companies Register
(Registre de Commerce et des Sociétés, Luxembourg) under number B217868,
having its registered office at 1, Avenue du Bois, L-1251 Luxembourg, Grand
Duchy of Luxembourg.

[JuStMe_669]

Antwort auf Beitrag Nr.: 58.145.429 von coolrunning am 05.07.18 15:43:53

Wie kann ich das Bezugsrecht eigentlich ausüben?