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Q4 NOI beat of 10% filtering through Highest occupancy in the Swedish RE sector P/NAV at ~0.
Q4 NOI +29% y-o-y, +14% vs ABGSCe Property values -0.
Operational momentum – expect higher occupancy q-o-q Higher interest rate path leads to negative CEPS ‘23-‘24e 2022e P/NAV of 0.
Soaring interest rates affect estimates negatively Forecast property value decline of ~10% Both higher growth and discount to NAV vs.
NOI of SEK 39m vs ABGSCe at SEK 42m Property value changes of SEK 33m – in line vs ABGSCe Net LTV of 60.
Defensive rights issue below NAV… …but strengthens the balance sheet Two largest owners increase their holdings Share issue at a ~54% discou...
Det råder hög efterfrågan på studentbostäder vilket gynnar fastighetsbolaget som fortsätter att expandera i hög takt och substansrabatten up...
Strong Q1 with continued expansion in NOI margin Est.
Company activities Studentbostäder I Norden has a vision to provide sustainable housing for students.
NOI +14% vs ABGSCe Property value changes of SEK 110m (+1.
Börsens bostadsfastighetsbolag handlas med rejäla substanspremier, men doldisen Studentbostäder i Norden handlas med substansrabatt.
