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

Jean-Christophe Dourret

Vonovia SE : Vonovia -24 Jun 2019

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Jean-Christophe Dourret

Vonovia SE : Vonovia - 24 juin 2019

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Manuel Martin

ODDO : German residential real estate still resilient overall but: “Ich bin ein Berliner!” (JFK) – Berliners are a different breed

We expect the German residential real estate market to remain resilient overall, assuming no drastic increase in rent regulation, as the demand/supply imbalance remains favourable and the low interest environment in Europe is likely to persist. However, we remain cautious on the Berlin market and continue to highlight Vonovia (Buy, TP € 51) as our preferred pick in the German residential real estate sector. - >As we suspected, Berlin Senate agreed a 5-year rent freeze - §s...

Jean-Christophe Dourret

Vonovia SE : Vonovia -24 Jun 2019

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Jean-Christophe Dourret

Vonovia SE : Vonovia - 24 juin 2019

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Manuel Martin

ODDO : German residential real estate still resilient overall but: “Ich bin ein Berliner!” (JFK) – Berliners are a different breed

We expect the German residential real estate market to remain resilient overall, assuming no drastic increase in rent regulation, as the demand/supply imbalance remains favourable and the low interest environment in Europe is likely to persist. However, we remain cautious on the Berlin market and continue to highlight Vonovia (Buy, TP € 51) as our preferred pick in the German residential real estate sector. - >As we suspected, Berlin Senate agreed a 5-year rent freeze - §s...

Manuel Martin

ODDO : German residential real estate still resilient overall but: “Ich bin ein Berliner!” (JFK) – Berliners are a different breed

We expect the German residential real estate market to remain resilient overall, assuming no drastic increase in rent regulation, as the demand/supply imbalance remains favourable and the low interest environment in Europe is likely to persist. However, we remain cautious on the Berlin market and continue to highlight Vonovia (Buy, TP € 51) as our preferred pick in the German residential real estate sector. - >As we suspected, Berlin Senate agreed a 5-year rent freeze - §s...

Jean-Christophe Dourret

Vonovia SE : Vonovia - 17 Jun 2019

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2 directors bought

Two Directors at Vonovia SE bought 8,200 shares at between 47.742EUR and 47.879EUR. The significance rating of the trade was 71/100. 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. ...

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

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

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

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VONOVIA SE PRE sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of VONOVIA SE PRE (DE), a company active in the Real Estate Holding & Development industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date May 7, 2019, the closing price was EUR 46.94 and its potential was estimated at EUR 49.29.

Vonovia SE

Vonovia SE

Vonovia SE

Vonovia SE

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Deutsche Wohnen SE : Berlin rental freeze can be absorbed by most real estate issuers

The Berlin senate will propose legislation on 18 June 2019 to freeze rents in Berlin for five years, starting from 2020. - Other measures include the following: 1/ New tenants will be able to have their rental costs checked by Berlin authorities to ensure they are not being charged more than previous tenants; 2/ landlords are required to notify authorities about any modernisation works to an apartment and such refurbishment would be allowed to increase monthly rents, but only by a ...

Deutsche Wohnen SE : Berlin rental freeze can be absorbed by most real estate issuers

The Berlin senate will propose legislation on 18 June 2019 to freeze rents in Berlin for five years, starting from 2020. - Other measures include the following: 1/ New tenants will be able to have their rental costs checked by Berlin authorities to ensure they are not being charged more than previous tenants; 2/ landlords are required to notify authorities about any modernisation works to an apartment and such refurbishment would be allowed to increase monthly rents, but only by a ...

Expert Corporate Governance Service (ECGS)

Vonovia - AGM 16 May 2019

General: Supervisory Board member Prof. Dr. Edgar Ernst is a member of the Advisory Committee of DSW, the local partner of ECGS. This report has been prepared using standard ECGS guidelines. Item 4: We recommend to oppose the discharge of the Supervisory Board due to the granting of a significant severance payment to the former CFO Dr. A. Stefan Kirsten, who left the Management Board at his own request, as we do not consider him being eligible to a severance payment and the payment as such as well as its volume as inappropriate. Item 5: KPMG, Berlin, is proposed as auditor for the current fi...

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...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Testing 200-day MA support Generally speaking most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or comments from the Fed suggesting a potential rate cut on the horizon - both of which would result in a weaker U.S. dollar - we believe global markets are vulnerable to further weakness. With global markets in purgatory, we are watching for support at the all-important 200-day moving averages on the S&P 500, MSCI ACWI, ACWI ex-U.S., and EAFE indexes. Breakdowns below these support levels would be problemati...

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 €.

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