I-Tritax Big Box Reit kunye ne-Segro ngabaphumeleleyo kwi-e-commerce

Ukuhlaziywa:

Sineengcebiso ezimbini zesitokhwe kwiveki ezayo, zombini kwicandelo lokugcina izindlu nomhlaba elikhulayo.

Phezulu kuluhlu lwethu yiTritax Big Box REIT (BBOX), ethe yenyuka nge-5% namhlanje, ilandelwa nguSegro (SGRO), oyena mntu ungumnini omkhulu wokugcina e-UK anepotifoliyo enkulu kwilizwekazi laseYurophu.

Kutheni iindawo zokugcina iimpahla? Ewe, phakathi kwabona baphumeleleyo kulo bhubhani ibe ngamaqonga e-commerce axhomekeke kugcino kunye neenkonzo zokuhanjiswa kweemayile zokugqibela.

Imarike iyaqaphela. I-BBOX inyuke nge-5% ngale ntsasa ukuya kwi-185p, kwaye iinkunzi zeenkomo kuya kufuneka ziqhubeke nokuqhuba kwiinyanga ezizayo njengokutshintsha kweefemu ezikwi-Intanethi.

NgoLwesine ophelileyo (nge-14 kaJanuwari) ibonelele intengiso ngohlaziyo lwamaxabiso kwipotifoliyo yayo yezixhobo zempahla nomhlaba.

Inkampani ithi unikezelo olunyanzelekileyo kunye nemfuno yabahlali bezakhiwo ezinkulu, zidityaniswe nento eyichaza njenge "ntengiso yotyalo-mali ekhuthazayo" yonyusa ixabiso kwiimpahla zayo eziphambili.

Ukusukela ngomhla wama-31 kuDisemba ukunyuka okufana nokunyuka kwamaxabiso kunyuke nge-8% kwisiqingatha sesibini ukusuka nge-30 kaJuni.

Ilindele i-European Public Real Estate Association ye-asethi ebonakalayo (i-metric yeshishini ebonisa ukuba ityala lihlehlisiwe ekucingeni ukuba amaziko e-REIT athengisa kwaye athengisa ii-asethi) ukubetha uqikelelo lwabahlalutyi, ukusuka ku-152p ukuya ku-166p ngabahlalutyi abathandathu, ngokomyinge we-159p.

I-BBOX ijolise 'kwibhokisi enkulu' yeempahla ezisemgangathweni ezingaphezulu kweenyawo ezingama-500,000 kuqeshiso lwexesha elide, elinokuba malunga neminyaka eli-12. Irente inokuphononongwa, kodwa ngokubheka phezulu kuphela, isenza ukuba iphothifoliyo yayo ibe nomtsalane kubatyali mali.

I-PE ezininzi zibonisa ukuba i-BBOX yinkampani elungileyo ngexabiso lesivumelwano

Isitokhwe siyarhweba kwi-PE emininzi ye-17 nje kodwa emva kwenyanga ezilishumi elinesibini (TTM) ukukhula kwe-EPS ngama-25%.

Kubatyalomali abafuna ithuba lokukhusela ukukhula kwemali kunye nengeniso, oku kunokuba yindawo ekhuselekileyo kodwa enenzuzo yokupaka imali yakho kwipotfoliyo elungeleleneyo. Ukwanda kolwahlulo kwakulindelwe nge-8% ngo-2020 kunye ne-6% ngowama-2021 (ngomhla wama-22 kweyeDwarha, kuhlawulwa ngomhla we-13 Novemba), kwi-TTM yangoku eyi-5.58p ngesabelo ngasinye.

Esi sisisitokhwe esikwizinga eliphezulu, esinomda osebenzayo we-141%, siyibeka kwindawo yesithoba kwezingama-57 iinkampani ezikwicandelo lokuhlala kunye nentengiso ye-REIT, kunye nembuyekezo kwi-equity ye-6.9%.

NgokukaNick Preston eTritax, umphathi wetrasti, "phantse wonke umtyali mali" wayejonge eli candelo. U-Preston wongeza athi: "Abatyali mali baseMpuma Ekude, amaziko aseYurophu [kunye] nabadlali bamashishini abucala abafuna ukuvezwa kweli candelo.

Abatyalomali kufuneka bazi ukuba usihlalo webhodi uSir Richard Jewson uthatha umhlala-phantsi kwi-AGM yenkampani elandelayo ngoMeyi 2021. UJewson wakhokela inkampani nge-IPO yayo ngo-2012.

Kwakhona, ngoDisemba iAberdeen Standard Investment yafumana inzala engama-60% kumphathi weTritax, kodwa iqela leBig Box "ligcina ukuzimela nokulawula izigqibo zotyalo-mali", utshilo uSir Richard ngelo xesha.

Ipotifoliyo yenkampani iyaqhubeka nokukhula, kunye nokufumana kwayo okona kutshanje kwenzeka ngoNovemba 2020, ngokuthengwa kwecandelo eliphambili lokulawulwa kobushushu obulawulwa kunxweme olusemazantsi eNgilane kwindawo "engundoqo".

uthenge izabelo zebbox

eToro-Thenga kwaye utyalomali kwiiasethi

Isilinganisi sethu

  • Thenga ngaphezu kwama-2,400 esitokisini kwi-0% yekhomishini
  • Ukurhweba amawaka eeCFD
  • Imali yedipozithi enebhanki / ikhadi lekhredithi, iPaypal, okanye ugqithiselo lwebhanki
  • Ukugqibelela kubarhwebi abatsha kunye nokulawulwa kakhulu
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Iipesenti ezingama-67 zeeakhawunti zotyalo mali zilahleka xa kuthengiswa iiCFD kunye nalo mboneleli. Kuya kufuneka uthathele ingqalelo ukuba unganakho na ukuthatha umngcipheko omkhulu wokulahleka kwemali yakho.

Amaxabiso eSegro asetelwe ukukhutshwa

Abatyalomali abakhetha ukungathengi kwistokhwe esibonileyo ukuxabiseka kwemini enye kwaye sele bebetha abahlalutyi bexabiso lokuvumelana (176p), banokukhetha iSegro, egxila kwipotifoliyo yayo kwindawo yokugcina iimpahla. Ixele kwiveki ephelileyo ukuba iqokelele iipesenti ezingama-98 zerhafu kunyaka-mali ka-2020, ephele ngomhla wama-31 kuDisemba.

Kwikota yokuqala ifumene iipesenti ezingama-88 zeepawundi ezingama-63 ezihlawulwe kwangaphambili ngabaqeshi. Elo yayilinqanaba eliphezulu lokuqokelelwa kunokuba kubonwe ngexesha elihambelanayo kwikota nganye ezintathu ezidlulileyo.

Ixabiso lesabelo sikaSegro liphezulu nge-0.23% namhlanje ukuya kwi-963p. Ikwanomda wokusebenza onomtsalane, onyanisekileyo ophakamileyo kune-BBOX, oza nge-187%, ebeka kwindawo yesithathu kwicandelo lokuthengisa izindlu nomhlaba.

Ukukhula kwe-EPS kuye kwancipha nangona ukusukela nge2018, kodwa kuqikelelwa ukuba kulonyuswe kulo nyaka nge-10%.

izabelo zegro

I-Segro yinto ekhethwayo kwisivumelwano sokuba ixabiso lazo lihle kakhulu emva kwexesha, ke ukuthatha isikhundla kuxhomekeke ekucingeni ukuba intengiso iqala ukuqaphela indawo yayo ebalulekileyo kwindawo ye-e-yorhwebo e-Uk nakwiYurophu iphela.

Inepropathi yokugcinwa kwempahla kwimimandla ebalulekileyo yeLondon kunye neThames Valley kunye neenyawo ezinkulu eJamani, eFrance nasePoland. I-Segro inezinye iiyunithi zokugcina kunye nokukhanya kwemizi-mveliso eSpain, eNetherlands naseCzech Republic.

Iipropathi zenkampani zisetyenziselwa uluhlu olubanzi lwabathengi kumacandelo kubandakanya ukuthengisa, ukuhambisa iipasile, ezothutho, itekhnoloji, iinkonzo kunye nezixhobo. Into enomdla kukuba, iindawo zokugcina zigcina inani lisetyenziswa njengamaziko edatha, ukuzisa olunye uluhlu lokwahlukahlukana kwipotifoliyo yalo.

Ixabiso lokuvumelana lokuhlalutya li-1006p, i-4.34% yepremiyamu kwixabiso langoku.

 

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UGary McFarlane

Umbhali ngumhleli wezemali kuFinixio, umpapashi we buyshares.co.uk, stockapps.com, learnbonds.com kunye ne-bitbitins.com. UGary wayengumhlalutyi we-cryptocurrency kwiqonga lesibini ngobukhulu lotyalo-mali e-UK, utyalomali olusebenzisanayo, ukusukela ngo-2017 ukuya ku-Agasti 2020. UGary uphumelele eyona Mbasa ye-Cryptocurrency Writer 2018 ADVFN International Awards