Analyser av Trianon

Trianon: Offensiv affärsplan banar vägen framåt - Mangold Insight Analys

Fastighetsbolaget Trianon har satt upp som mål att fastighetsvärdet ska uppgå till 20 miljarder kronor senast 2030.

Mangold • 15 Nov 08:38

Trianon: Räntetäckningsgrad över mål - Mangold Insight Analys

Fastighetsbolaget Trianons driftnetto ökade till 134,0 (130,6) miljoner kronor under det andra kvartalet.

Mangold • 22 Jul 08:42

Trianon: Stabil tillväxt med kostnadskontroll - Mangold

Fastighetsbolaget Trianon uppvisade hyresintäkter om 185,4 (183,2) miljoner kronor under det första kvartalet.

Mangold • 23 May 09:11

Trianon: Stärker finanser och ställer om - Mangold

Fastighetsbolaget Trianon redovisade hyresintäkter om 732,8 miljoner kronor under 2023.

Mangold • 22 Apr 09:08

Trianon: Affected by soaring interest rates - ABG

Residential rental uplift of ~5% for 2023 Focus on refurbishments limits value drop slightly 2023e NAV discount of ~25% vs sector average of...

ABG Sundal Collier • 28 Feb 2023 07:22

Trianon: Q3 review - ABG

Small estimate changes in ’22e-‘24e Solid demand for CSP and strong net leasing Refinancing secures liquidity and adds stability Valuation ...

ABG Sundal Collier • 07 Nov 2022 07:28

Trianon: Growth target out of reach in the short term - Nordea

The Q3 results showed relatively minor deviations from our estimates and IFPM fell 2% y/y.

Nordea • 04 Nov 2022 07:51

Trianon: Solid report, but higher net financials than exp. - ABG

NOI increased 10% y-o-y, 1% vs ABGSCe Income from property management -7% vs.

Evli • 03 Nov 2022 08:47

Trianon: Stable in even the worst-case scenario - ABG

Estimate potential for an unprecedented rent increase Mostly hit by increased interest rate expectations Trading at ~16x and ~0.

ABG Sundal Collier • 06 Oct 2022 07:49

Trianon: ABGSC’s Investor Days feedback - ABG

Interest rate sensitivity provided by Trianon Yield of 3.

ABG Sundal Collier • 14 Sep 2022 15:10

Trianon: Don’t underestimate the residential segment - ABG

NOI trimmed by ~1-2% and CEPS by ~4% We note rental income estimate potential Trading ~25% below 4-year P/IFPM average Consensus for resid...

ABG Sundal Collier • 18 Jul 2022 08:40

Trianon: Lower average interest rate is not likely to stay - Nordea

Trianon reported a mixed set of numbers for Q2. On the negative side, IFPM fell 10% short of our estimates, burdened by higher energy and pr...

Nordea • 13 Jul 2022 07:26

Trianon: Operationally stable – hurt by energy costs - ABG

Net operating income -7% vs ABGSCe IFPM in the earnings capacity up by 6% Occupancy rate up 0.

ABG Sundal Collier • 12 Jul 2022 09:01

Trianon: Good activity but higher interest rates looming - ABG

Value change potential from retail to CSP conversion Unsustainable yield spread prompts value declines Share down ~50% YTD, trades well belo...

ABG Sundal Collier • 17 Jun 2022 07:49

Trianon - Actionable response to higher interest rates - ABG

We postpone timelines for some projects Major swap portfolio restructured – 40% secured to 2025 25x P/IFPM and 1.

ABG Sundal Collier • 11 May 2022 17:22

Trianon: Favourable development in interest maturity - Nordea

Trianon reported solid Q1 2022 numbers, with adjusted EPS growth of 42% y/y, EPRA NAV up 35% y/y, earnings capacity up 13% y/y and positive ...

Nordea • 09 May 2022 07:27

Trianon - Slight NOI miss but an overall solid report - ABG

Net operating income -1% vs ABGSCe, -3% vs cons. +0.

ABG Sundal Collier • 05 May 2022 09:52

Trianon: ESG profile - ABG

ESG activities Trianon’s sustainability agenda focuses on five areas, based on a selection of the UN’s Sustainable Development Goals: 1) Af...

ABG Sundal Collier • 05 May 2022 07:42

Trianon: Good prospects for continuing growth - Nordea

Trianon ended 2021 with several transactions and new projects – and we expect the high level of activity to continue in 2022.

Nordea • 21 Feb 2022 08:19

Trianon: Another eventful quarter - Nordea

Trianon had yet another eventful quarter in terms of transactions, with the 50% divestment of Rosengård Centrum and acquisition of Signatur ...

Nordea • 11 Nov 2021 08:41

Trianon: Lower NOI but profitability remains high - ABG

Recurring PTP per share improved to SEK 7.11 (6.88) Rental income rose 14% and NOI reached SEK 101m (92m), -10% vs.

ABG/Introduce • 19 Jul 2021 23:03

Trianon:Ability to grow for many years to come - Nordea

In Q2, Trianon was active in investments, including listed, shares, projects and building rights.

Nordea • 19 Jul 2021 07:40

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