Analyser av Diös Fastigheter

Diös: Taking the necessary actions - ABG

Solid Q3 and limited estimate revisions Divestments and long-term swaps to protect the ICR.

ABG Sundal Collier • 31 Oct 2023 08:37

Diös: Solid operations up north - ABG

NOI and Rec PTP +2% and -2%, respectively, vs ABGSCe Limited net letting, flat occupancy, strong margin ICR at ~1.

ABG Sundal Collier • 27 Oct 2023 08:50

Diös: A story of two tales - ABG

- Positive net letting and higher rental levels - Floating debt with higher interest rates takes down CEPS - Trading ~20% below sector ave...

ABG Sundal Collier • 10 Jul 2023 09:39

Diös: Net financials behind PTP miss - ABG

Q2 NOI +14% y-o-y ,-2% vs ABGSCe Higher net financials than expected, IFPM -15% vs ABGSCe Positive net letting and continued high occupancy ...

ABG Sundal Collier • 07 Jul 2023 07:31

Diös: Trend change for financing - ABG

Stable top line and solid NOI margin... ...coupled with prolonged interest maturity.

ABG Sundal Collier • 03 May 2023 07:44

Diös: No drama in the north - ABG

Q1 NOI 0% vs ABGSCe Property value changes -1.8% vs ABGSCe -1.

ABG Sundal Collier • 28 Apr 2023 09:56

Diös - Occupancy to continue up in 2023e - ABG

Operationally sound Diös delivered a Q4 report with rental income -2% vs ABGSCe.

ABG Sundal Collier • 14 Feb 2023 16:38

Diös: Interest rates filtering through - ABG

Q4 NOI -3% vs ABGSCe Property value changes -1.1%, net LTV 51.

ABG Sundal Collier • 14 Feb 2023 07:46

Diös: Stable business with growing demand - ABG

Mgmt. guides for net letting to hold up well in Q4 Neg.

ABG Sundal Collier • 24 Oct 2022 11:05

Diös: Surprisingly strong near-term outlook - ABG

Inflation drives rental income and NOI by ~3-4%... …while interest rates hold back CEPS (~0% to -3%) ~15-40% below peers on last reported...

ABG Sundal Collier • 06 Oct 2022 07:48

Diös: Investment fireworks in the north - ABG

Transactions and high net letting offset top-line miss Higher reported interest rate explains CEPS revisions Another bn-sized investment app...

ABG Sundal Collier • 10 Jul 2022 18:53

Diös - 2-5% below ABGe but higher occupancy rate - ABG

Net operating income -3% vs. ABGSCe Net leasing (TTM) was SEK 74m (17m in Q2) +2% vs.

ABG Sundal Collier • 08 Jul 2022 07:15

Diös: No freeze in the North - ABG

Higher interest rate expectations lower CEPS …but positive operational signs are encouraging EPRA NRV down on higher yield expectations New...

ABG Sundal Collier • 17 Jun 2022 07:47

Diös: Relative interest rate winner - ABG

Solid operational performance and project progress +100bps interest rate to our ’24e impacts CEPS by -14% ’21-’24e EPRA NRV CAGR of 13% Com...

ABG Sundal Collier • 02 May 2022 08:54

Diös: Strong Q1 beat - ABG

NOI +5% vs ABGSCe and +4% vs cons. Like-for-like rental income +3.

ABG Sundal Collier • 28 Apr 2022 10:09

Diös: Beat on value revisions also in Q2 - ABG

Adj. for EO item, cash flow came in as expected FYe property value changes of 3.

ABG/Introduce • 06 Jul 2021 09:07

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