Landsec

LANDSEC’S FORTUNES HINGE ON A RETAIL BUMP (REDUCE; -4% DOWNSIDE)

30/10/24 -" Landsec (Reduce; UK) is a pure British Property story, managing a £10bn portfolio (£14bn in 2015): half in Retail (including London shops, Leisure & Hotels) and the balance in Offices. 62% is ..."

PDF page sample
Pages
51
Language
English
Published on
30/10/24
Download
You may also be interested by these reports :
14/11/25
Landsec maintains an optimistic outlook consistent with recent communications, yet its approach remains cautious. We incorporate the UK macroeconomic ...
14/11/25
Mixed 9M25 figures – Specified guidance, adjusted EBT expectation lowered
13/11/25
There was no major change this quarter, and we continue to watch end-markets that are generally deteriorating slowly. However, the niche market of ...
11/11/25
Deutsche Wohnen’s key economic metrics continue to perform well. The communication remains laconic. The qualitative guidance, slightly revised ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO