Vonovia SE

Vonovia is a residential real estate company based in Germany. Co. maintains 357,117 residential units and a portfolio worth approximately Euro24.1 billion in cities and regions throughout Germany. Co. manages residential units, garages and parking spaces as well as commercial units. Co. focuses on customer orientation and tenant satisfaction, offering tenants affordable, attractive and livable homes, as well as offering additional real estate-related services. Co.'s residential units are located in contiguous settlements at approximately 770 locations in Germany.
  • TickerA1ML7J
  • ISINDE000A1ML7J1
  • SectorReal Estate Investment & Services
  • CountryGermany

Analysts

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/03/2019

Un examen objectif des moteurs de progression des indices (anticipations de croissance macroéconomique, dynamique des BPA, évolution des conditions monétaires et coût du capital) nous amène à penser que la dynamique observée depuis le début de l’année ne peut se maintenir à court terme. Bref, le marché (Stoxx 600) est en avance sur ses temps de passage et devrait entrer dans une bande de fluctuation que nous estimons comprise entre 355 et 384 points. En conséquence, l’attitude la plus...

Manuel Martin ...
  • Thomas Effler

Vonovia SE : Solid FY 2018 results – Vonovia confirms its sustainable growth path

>Solid full-year 2018 results; 2019 FFO guidance confirmed - Yesterday (7 March 2019), Vonovia (VNA) published solid full-year 2018 results which were overall broadly in line with expectations. Rental income increased +13.3% yoy to € 1,894.2m, slightly above our € 1,876.5m estimate. Revaluation gains of € 3,517.9m missed our € 4,217.8m projection but slightly exceeded the 2017 level of € 3,434.1m. FFO I rose +15.6% yoy to € 1,064.7m, slightly above our € 1,051.6m fore...

Manuel Martin ...
  • Thomas Effler

Vonovia SE : Solid FY 2018 results – Vonovia confirms its sustainable growth path

>Solid full-year 2018 results; 2019 FFO guidance confirmed - Yesterday (7 March 2019), Vonovia (VNA) published solid full-year 2018 results which were overall broadly in line with expectations. Rental income increased +13.3% yoy to € 1,894.2m, slightly above our € 1,876.5m estimate. Revaluation gains of € 3,517.9m missed our € 4,217.8m projection but slightly exceeded the 2017 level of € 3,434.1m. FFO I rose +15.6% yoy to € 1,064.7m, slightly above our € 1,051.6m fore...

Vonovia SE

Vonovia SE

Vonovia SE

Ahmed Ben Salem ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/07/2018

The fortification of the Alliance has been torpedoed and everyone is now asking whether it has a future. We think that status quo is the most likely scenario. Partners are gauging both the benefits of the Alliance and the risks of calling it into question. In any event, the Alliance will continue to deliver synergies in the medium term. Renault has embarked upon an ambitious and convincing 2018-2022 plan. The group’s track record is good. Enterprise value is close to zero and is set t...

A director sold 12,950 shares at 35.207EUR and

A director at Vonovia SE sold 12,950 shares at 35.207EUR and the significance rating of the trade was 87/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/08/2019

An objective examination of the growth drivers of indices (macroeconomic growth expectations, EPS momentum, monetary conditions and the cost of capital) leads us to believe that the momentum observed since the start of the year cannot be maintained in the short term. In short, the market (Stoxx 600) is ahead of its transition times and should enter a fluctuation band that we estimate at between 355 and 384 points. Consequently, the most rational attitude consists in a total or partial...

Alfred Glaser ...
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Manuel Martin
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Effler
  • Valentin Pernet
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/03/2019

Un examen objectif des moteurs de progression des indices (anticipations de croissance macroéconomique, dynamique des BPA, évolution des conditions monétaires et coût du capital) nous amène à penser que la dynamique observée depuis le début de l’année ne peut se maintenir à court terme. Bref, le marché (Stoxx 600) est en avance sur ses temps de passage et devrait entrer dans une bande de fluctuation que nous estimons comprise entre 355 et 384 points. En conséquence, l’attitude la plus...

Charles Lepetitpas ...
  • Emmanuel Matot
  • Léopold Authié
  • Manuel Martin
  • Nicolas David
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/11/2018

...

Charles Lepetitpas ...
  • Emmanuel Matot
  • Léopold Authié
  • Manuel Martin
  • Nicolas David
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/10/2018

...

VONOVIA SE PRE reduced its risk exposure resulting in an upgrade to Slightly Positive

VONOVIA SE PRE (DE), a company active in the Real Estate Holding & Development industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date December 21, 2018, the closing price was EUR 41.78 and its potential was estimated at EUR 45.56.

Vonovia SE

Vonovia SE

Vonovia SE

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Vonovia SE

Vonovia – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Valérie GASTALDY

Analyse court terme - VONOVIA SE : La tendance est incertaine.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 44,88 €.

Valérie GASTALDY

Short term view - VONOVIA SE : The trend is uncertain.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at €44.88.

Valérie GASTALDY

Short term view - VONOVIA SE : Falling prices.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at €38.24.

Valérie GASTALDY

Analyse court terme - VONOVIA SE : Les cours baissent.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 38,24 €.

Valérie GASTALDY

Medium term view - VONOVIA SE : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at €35.80.

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