Raws li kev ua tsov ua rog tshwm sim nyob rau sab hnub tuaj Europe thiab cov khw muag khoom lag luam sib tw nrog cov kev tsim kho tshiab, cov tub ua lag luam yuav tsum tau ua hauj lwm hnyav dua los nrhiav kev yuav khoom.
Kev lag luam vaj tsev nyob sab Europe tuaj yeem yog ib qho chaw zoo li no. FTSE EPRA Nareit Tsim Tebchaws Europe Performance index, uas taug qab qhov kev ua tau zoo ntawm cov tuam txhab lag luam vaj tsev thiab kev nqis peev hauv vaj tse (REITs) hauv Tebchaws Europe, tau poob 6.4% xyoo rau hnub no piv nrog 11% poob rau qhov dav.
Qhov kev ua tau zoo tshaj plaws tuaj yeem yog vim nws qhov xwm txheej raws li kev nqis peev. Cov nqi xauj tsev yuav tsum tau them, thiab thaum lub lag luam kev loj hlob tuaj yeem qeeb, kev txiav nqi xauj tsev thiab qhov chaw txo qis yuav tsis zoo li, cov kws tshuaj ntsuam hais. Cov tub ua lag luam tseem xav tau kev xaiv - qhov kev lag luam muag tau raug cais tawm txawm tias ob peb lub tuam txhab thiab REITs tau cuam tshuam ncaj qha rau Russia lossis Ukraine.
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Cov peev & Lub Nroog Cov Khoom
(ticker: CAPC.UK), ib tug British REIT uas yog tswv cuab tseem ceeb hauv nruab nrab London's Covent Garden, nyob twj ywm 9% qis dua lawv lub Ib Hlis siab, thiab cov kws tshuaj ntsuam muaj tus nqi nruab nrab ntawm 1.95 phaus sterling ($ 2.55), implying 16% upside. txij hnub Thursday tus nqi kaw.
"Txawm hais tias tsis ntev los no geopolitical txheej xwm, kev nce nyiaj nce ntxiv thiab tus nqi poob ntawm kev noj qab haus huv," lub tuam txhab Covent Garden "kev muag khoom muag tau hnyav rau cov khoom kim heev cov khw muag khoom kim heev, uas peb cia siab tias yuav nyob twj ywm," hais tias Berenberg tus kws tshuaj ntsuam Kieran Lee, uas muaj ib tug £ 2.20 nqi phiaj.
Barclays muaj qhov ntsuas hnyav dhau ntawm cov khoom lag luam. Lub tsev txhab nyiaj cov kws tshuaj ntsuam tau hais tias lub tuam txhab tuaj yeem muaj peev xwm nce nqi xauj tsev, muab nws cov neeg nyob siab. Barclays pom 3% kwv yees tus nqi xauj tsev loj hlob ib xyoos, nce los ntawm kev kwv yees ncaj qha. Cov vaj tsev nyob hauv London's West End tau pom tias yog "kev khaws cia ntawm kev muaj nyiaj," uas tuaj yeem ua rau nws muaj kev tiv thaiv, tus kws tshuaj ntsuam Sander Bunck hais.
Peev & Lub Nroog swung mus rau cov nyiaj tau los ntawm £ 29.3 lab hauv xyoo 2021, los ntawm kev poob ntawm £ 702.7 lab xyoo dhau los raws li cov nyiaj tau los xauj tsev tau nce. Tus nqi ntawm nws Covent Garden cov khoom tau nce 4.6% ntawm qhov zoo li-rau-zoo li lub hauv paus rau £ 1.7 billion nyob rau ib nrab xyoo thib ob ntawm lub xyoo, nws ntxiv.
"Covent Garden yog lub nroog muaj zog tshaj plaws nyob rau hauv West End thiab yog qhov chaw zoo rau kev xauj tsev ntxiv," CEO Ian Hawksworth tau hais thaum cov nyiaj tau los tau tshaj tawm lub hli tas los.
Shares ntawm British tub ntxhais kawm vaj tsev tsim tawm
Sib sau Ua Ib Pawg
(UTG.UK) tau raug mob hnyav thaum muaj kev sib kis thoob plaws vim cov tsev kawm qib siab tau hloov mus rau kev kawm nyob deb. Cov khoom lag luam yog 17% qis dua nws qhov kev mob kis loj. Panmure Gordon tus kws tshuaj ntsuam xyuas Miranda Cockburn hais tias "Peb cia siab tias yuav rov qab los ntawm cov nyiaj khwv tau los thiab cov nyiaj faib mus rau theem ua ntej FY2019 thiab rov qab mus rau qhov keeb kwm ntawm kev loj hlob," hais tias Panmure Gordon tus kws tshuaj ntsuam Miranda Cockburn, uas ntsuas cov khoom lag luam yuav nrog tus nqi hom phiaj ntawm £ 12.17. Unite muaj "kev tiv thaiv kev nce nqi" los ntawm kev tiv thaiv cov nqi hluav taws xob thiab cov nqi ruaj khov rau cov ntawv cog lus kev loj hlob, nws hais.
Cov kws tshuaj ntsuam kwv yees Unite qhov muag, lossis cov nyiaj tau los xauj tsev, hauv 2022 tuaj yeem ncav cuag £ 240.5 lab ($ 314 lab), thiab £ 262.7 lab hauv 2023, raws li FactSet, nce ntawm £ 209.1 lab xyoo tas los.
Unite tau tshaj tawm cov nyiaj tau los ua ntej ntawm £ 343.1 lab hauv tag nrho xyoo 2021, nce los ntawm £ 120.1 lab poob xyoo dhau los. Kho cov nyiaj tau los tau nce 20% rau £ 110 lab.
Kev pom zoo rau UK kev kawm qib siab yog qhov muaj zog, thiab tau tsav los ntawm kev xav tau ntau ntxiv los ntawm cov tub ntxhais kawm rov qab los, Unite CEO Richard Smith tau hais lub hli tas los ntawm lub tuam txhab cov txiaj ntsig xyoo tas los.
Barclays kws tshuaj ntsuam Paul May hais tias qhov kev thov tuaj yeem muaj zog nyob rau hauv ib puag ncig kev lag luam, uas feem ntau ua rau kev kawm qib siab txaus siab.
"Qhov kev tawm tsam no yog vim tib neeg pom kev ua lag luam nyuaj thiab txiav txim siab nyob hauv kev kawm ntev dua," nws hais.
Sau rau Callum Keown ntawm [email tiv thaiv]
