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Forum Vonovia geopend

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  1. forum rang 4 IEX - Forummoderator 4 januari 2022 05:22

    • IEX - Forummoderator

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    Vonovia SE (voorheen Deutsche Annington Immobilien SE) is de moedermaatschappij van een groep bedrijven die een van de belangrijkste spelers op de Duitse vastgoedmarkt vormt. Met meer dan 200.000 eigen appartementen en bijna 30.000 voor derden beheerde appartementen in de portefeuille is het de grootste particuliere woningbouwonderneming in Duitsland en behoort het, volgens de beursnotering, tot de topspelers in Europa.

    Groet Henk
  3. MQ666 4 januari 2022 09:58

    • MQ666

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    Bochum, Germany, December 21, 2021 - S&P Global Ratings (S&P) has confirmed its "BBB+" rating of Vonovia and raised the outlook from "stable" to "positive." As a result of its successfully placed capital increase in the amount of ? 8 billion, Vonovia succeeded in significantly reducing its debt towards the target corridor of 40 to 45 percent just a few weeks after completion of the Deutsche Wohnen takeover. The rating report states that additional reductions in the level of debt are expected as a result of further increases in sales or the value of the property portfolio. This opens up potential for a further improvement in the rating.

    "We are delighted with S&P's decision," says CFO Helene von Roeder. "It shows once again that we are pursuing the right financing strategy and implementing it consistently."

    Preparations for the integration of Deutsche Wohnen have begun. Beginning in early 2022, Deutsche Wohnen's procedures and organization will be gradually converted to the Vonovia platform, with due regard to the interests of all stakeholders. This process is expected to be finished by early 2023.
  4. windmolen1 4 januari 2022 11:04

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    Waarom zelf rechtstreeks in huizen beleggen met alle sorus van dien.
    Dan liever liquide via Vonovia
    Zit al vele jaren in Vonovia en ben zeer tevreden.
    Voor mij zo ongeveer een kruising tussen een huisjesmelker en een woningcooperatie.
  5. MQ666 5 januari 2022 14:30

    • MQ666

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    In zijn laatste analyse bevestigt analist Thomas Neuhold zijn positieve advies. De broker Kepler Cheuvreux handhaaft het koopadvies. Het koersdoel is licht gewijzigd van 74 naar 72 EUR.

    @Marketscreener
  7. MQ666 18 januari 2022 14:17

    • MQ666

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    onovia SE / Key word(s): AGM/EGM
    18.01.2022 / 13:55
    The issuer is solely responsible for the content of this announcement.
    Vonovia SE: Annual General Meeting to take place online on 29 April 2022


    Bochum, 18 January 2022 - The Annual General Meeting of Vonovia SE has been scheduled for 29 April 2022. Like in 2020 and 2021, the housing company is planning to hold this event online again, due to the Covid-19 pandemic.

    The German Parliament has extended the rule for virtual general meetings until the end of August 2022. Vonovia's AGM will be held online again to protect the company's shareholders and other participants, while at the same time meeting all the requirements for a virtual AGM.

    Vonovia will propose a further increase in dividends for the 2021 financial year, and the company is planning to specify a dividend proposal to its shareholders when it announces its figures for the 2021 financial year on 18 March 2022.


    2022 Financial Calendar:

    18 March 2022: Annual Report 2021
    29 April 2022: Annual General Meeting
    5 May 2022: Interim Statement for the First Three Months of 2022
    3 August 2022: Interim Statement for the First Half of 2022
    4 November 2022: Interim Statement for the First Nine Months of 2022
  8. MQ666 18 januari 2022 14:18

    • MQ666

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    "Vonovia will propose a further increase in dividends for the 2021 financial year, and the company is planning to specify a dividend proposal to its shareholders when it announces its figures for the 2021 financial year on 18 March 2022."

    Klinkt weer veel belovend!

    GO VONOVIA!!!
  9. MQ666 26 januari 2022 14:35

    • MQ666

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    VONOVIA : UBS bevestigt koopadvies
    26/01/2022 | 14:31

    In een onderzoeksnota heeft analist Charles Boissier van UBS het koopadvies voor het aandeel gehandhaafd. Het koersdoel staat nog altijd op 62 EUR.
  10. MQ666 16 februari 2022 16:06

    • MQ666

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    Vonovia successfully places promissory note loans totalling 1 billion euros

    - Average weighted term of loans: 7.65 years

    - High demand: Promissory note volume was doubled from €500 million to €1 billion

    - Investors mainly include Sparkasse banks, regional banks and foreign commercial banks

    - Philip Grosse, CFO: "Loans help to increase diversification while further strengthening the financing base"

    Bochum, 16 February 2022 - Today, Vonovia SE successfully completed its promissory note transaction launched on 10 January this year. It means that, after numerous bilateral pilot projects on promissory notes, Vonovia has successfully placed a widely marketed transaction. The original volume was increased from €500 million to €1 billion. The weighted average term is 7.65 years, with a weighted average interest rate of 1.13%.

    Over 850 investors have subscribed to the full range of tranches on offer, ranging from 5 to 30 years (both fixed and floating). Vonovia intends to also use the proceeds to fully repay the bridge financing that the housing company had taken out to finance the acquisition of Deutsche Wohnen.

    "The promissory note loans help to increase diversification of our debt instruments and are therefore adding significant strength to our financing base. This broad foundation also gives us security for our future cash flow," says Philip Grosse, CFO. "The high level of investor approval in a volatile market environment shows that we are in an outstanding position on the borrowed capital side." This has been Grosse's first major transaction in his role as CFO at Vonovia.

    The promissory note loans primarily address Sparkasse banks, regional banks, foreign commercial banks and institutional investors interested in long-term illiquid products. Grosse also explains another benefit of the loans: "This form of transaction is extremely robust while carrying a highly attractive price tag in the current environment which is so volatile. The high demand encourages us to carry out further transactions of this kind from now on."

    Once the entire process has been completed, all the relevant issue details will be available on Vonovia's Investor Relations website, in the Creditor Relations subsection. (https://investors.vonovia.de/).

    2022 Financial Calendar:

    18 March 2022: Annual Report 2021
    29 April 2022: Annual General Meeting - online
    5 May 2022: Interim Statement for the First Three Months of 2022
    3 August 2022: Interim Statement for the First Half of 2022
    4 November 2022: Interim Statement for the First Nine Months of 2022
  12. MQ666 1 maart 2022 15:45

    • MQ666

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    onovia SE / Key word(s): Personnel
    01.03.2022 / 11:31
    The issuer is solely responsible for the content of this announcement.
    Contract renewal
    Management Team well prepared for the future - Rolf Buch to continue as CEO of Vonovia

    Bochum, 01 March 2022. Vonovia SE is renewing the contract of its CEO Rolf Buch for another five years, thus signaling that it wishes to continue its strategy of sustainability. It means that the experienced management team of this Bochum-based company is well prepared for the future. The CEO's contract renewal was announced after today's meeting of the Supervisory Board. The contract was due to run out in February 2023 and has now been extended until February 2028.

    "Under the leadership of Rolf Buch, Vonovia has become Europe's leading housing company. Using his customer focus, innovative strength and feeling for the market, he has been highly committed while helping Vonovia in its ongoing development. Rolf Buch understood at an early stage that today's main challenges are climate protection, demographics and urbanisation, and he has been working single-mindedly towards solutions in those areas. Housing has become a social issue. Under the leadership of Rolf Buch, Vonovia has been taking on an increasing amount of social responsibility," says Jürgen Fitschen, Chair of the Supervisory Board of Vonovia SE. "So I'm very pleased," Fitschen added, "that he will continue to control Vonovia's destiny in the future."

    "Together with my colleagues on the Executive Board and the entire team at Vonovia, we've achieved a lot in recent years, particularly for our tenants. But there are still major challenges ahead of us. I'd like to thank the Supervisory Board for the trust it has placed in me as we continue to shape this path together in the future. So I'm pleased that I can continue to work with all our stakeholders in this spirit of trust," says Rolf Buch.

    Rolf Buch joined today's Vonovia SE in 2013. He listed the company on the stock exchange and eventually also on the DAX 40 index. Under his leadership, the company was restructured, which included its customer focus, the development of its service business, a sustainability strategy and its position as an international player.

    Before joining Vonovia, Rolf Buch was a member of the Executive Board of Bertelsmann SE and Chairman of the Executive Board of Arvato AG. He had started his career at Bertelsmann in 1991 after graduating in mechanical engineering and business administration at RWTH Aachen University.
  13. MQ666 16 maart 2022 10:24

    • MQ666

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    RBC's analyst Julian Livingston-Booth upgrades his rating from Neutral to Buy. The target price continues to be set at EUR 53.
  14. MQ666 16 maart 2022 10:24

    • MQ666

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    In his latest research note, analyst Jonathan Kownator confirms his positive recommendation. The broker Goldman Sachs is keeping its Buy rating. The target price is set at 68.90 versus 67.80 EUR.
  15. MQ666 17 maart 2022 09:58

    • MQ666

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    Date Label Bank Label Stock Label Advice Label Price Label Diff Label
    12 januari 2022 HSBC Vonovia Kopen 67.50 32.01 %
    23 december 2021 Barclays Vonovia Kopen 65.00 29.40 %
    16 december 2021 Deutsche Bank Vonovia Kopen 65.00 29.40 %
    15 december 2021 Goldman Sachs Vonovia Kopen 69.00 33.49 %
    15 december 2021 Berenberg Vonovia Kopen 69.00 33.49 %
    15 december 2021 Morgan Stanley Vonovia Kopen 59.00 22.22 %
    29 november 2021 Citigroup Vonovia Kopen 73.50 37.56 %
    7 november 2021 Kepler Capital Markets Vonovia Kopen 67.00 31.51 %
    3 september 2021 RBC Capital Markets Vonovia Houden 54.00 15.02 %
    3 augustus 2021 Independent Research Vonovia Houden 61.00 24.77 %
    3 augustus 2021 UBS Vonovia Kopen 65.00 29.40 %
    3 augustus 2021 DZ Bank Vonovia Kopen 66.00 30.47 %
  16. MQ666 18 maart 2022 10:04

    • MQ666

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    Financial Year 2021
    Economic growth forms the foundation for social and environmental responsibility

    - Substantial rise in key financial and non-financial indicators

    - Total segment revenues increased by 18.5% (€5.2 billion), EBITDA by 18.8% (approx. €2.3 billion), Group FFO by 24% (approx. €1.7 billion)

    - Guidance for 2022 shows significant growth of more than 20%

    - Annual General Meeting: Dividend proposal of €1.66 for 2021

    - Climate target brought forward: nearly climate-neutral building stock expected as early as 2045; further reduction of carbon footprint; independent energy supply more important for tenants than ever before

    - 2,200 new flats now completed; long-term potential for another 50,000 flats

    Mooi!
  17. Han 2 24 maart 2022 16:52

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    OK, weinig volgers van Vonovia, ondanks alle koopadviezen vandaag 50 stuks gekocht op 42,39.
    Op basis van alle berekeningen zou dit een koop moeten zijn.
    OP 38 koop ik er nog een paar bij,
    Groeten BAH.
  21. Martin dH 27 maart 2022 06:30

    • Martin dH

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    quote:

    MQ666 schreef op 17 maart 2022 09:58:

    Date Label Bank Label Stock Label Advice Label Price Label Diff Label
    12 januari 2022 HSBC Vonovia Kopen 67.50 32.01 %
    23 december 2021 Barclays Vonovia Kopen 65.00 29.40 %
    16 december 2021 Deutsche Bank Vonovia Kopen 65.00 29.40 %
    Enz.
    www.finanzen.net/aktien/vonovia-aktie

    25.03.2022 Vonovia SE (ex Deutsche Annington) Outperform RBC Capital Markets
    21.03.2022 Vonovia SE (ex Deutsche Annington) Conviction Buy List Goldman Sachs Group Inc.
    21.03.2022 Vonovia SE (ex Deutsche Annington) Overweight Barclays Capital
    21.03.2022 Vonovia SE (ex Deutsche Annington) Buy Deutsche Bank AG
    18.03.2022 Vonovia SE (ex Deutsche Annington) Outperform RBC Capital Markets

    Gemiddeld koers doel 62,49
    = +45,97%

    Dividendrendement: 1,66/42,81 = 3,8% (ex div 2 mei)

    Kortom: Een prachtig aandeel met een mooi dividendrendement en een grote upside.
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