Note: This is a daily stock update and the information stands true as of 19/03/25, 09:00 CET.
Company Update:
Vonovia has just published its FY24, while Deutsche Wohnen has not yet done so. However, we can infer from the parent company's publication that the group's guidance is fully in line with the medium-term business plan published at the end of 2024, so there won't be many surprises in Deutsche Wohnen's 2024 results. Regarding the latter, the consolidated profile suggests further organic growth in 2025 at a rather good level.
It remains to be seen how the entire sector will continue to react to long-term rates, but we remain positive on Deutsche Wohnen, which has become the least risky in the sector.
Expert Opinion:
We are still of the view that the deal is too low and unfair to
Deutsche Wohnen minority shareholders. Click on the
link if you want to discuss the case with our analyst on the matter (or on any other property stock).
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