Pirkti REITą kai Blackstone turi likvidumo bėdų drąsu.
2022-12-06T00:10:12+02:00
Aš taip pat šiandien isigijau spg. Poryt pasiimsiu dividendus, o po to nors ir tvanas
2022-12-06T18:13:45+02:00
Kaip tik šiandien bloomberg straipsnis išėjo apie aroundtown. Puikus pavyzdys, kad vien įmonės skelbiamais skaičiukais pasitikėti neverta ir visuomet reikia gilintis kas po tais skaičiais slypi :)
“Aroundtown reported an artificially low LTV ratio of 40%,” Ash Nadershahi, senior analyst at Creditsights said in a note to clients late last month. “This is because the company does not include hybrids in their calculations, adds in cash from yet-to-be completed asset sales and, in our view, applies generous assumptions to its property valuations.” He placed a sell recommendation on Aroundtown’s hybrids.
https://www.bloomberg.com/news/articles/2022-12-06/end-of-easy-money-era-sparks-questions-over-landlords-true-debt-loads
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Pirkti REITą kai Blackstone turi likvidumo bėdų drąsu.
Aš taip pat šiandien isigijau spg. Poryt pasiimsiu dividendus, o po to nors ir tvanas
Kaip tik šiandien bloomberg straipsnis išėjo apie aroundtown. Puikus pavyzdys, kad vien įmonės skelbiamais skaičiukais pasitikėti neverta ir visuomet reikia gilintis kas po tais skaičiais slypi :) “Aroundtown reported an artificially low LTV ratio of 40%,” Ash Nadershahi, senior analyst at Creditsights said in a note to clients late last month. “This is because the company does not include hybrids in their calculations, adds in cash from yet-to-be completed asset sales and, in our view, applies generous assumptions to its property valuations.” He placed a sell recommendation on Aroundtown’s hybrids. https://www.bloomberg.com/news/articles/2022-12-06/end-of-easy-money-era-sparks-questions-over-landlords-true-debt-loads