contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
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            year
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            ebitAdjusted
            ebitReported
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          estimates {
            year
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            ebitAdjusted
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            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
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          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

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isPremium

lang

htmlBody

companies

createdAt

publishers

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availableLanguages

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description

Analyytikko

Matias Arola

Cibus Nordic Real Estate is an investment company focused on the real estate and food sector. The company's strategy is to acquire, operate and develop properties and distribution networks used by major food chains in Finland and Sweden. Cooperation is carried out with major food chains around the Nordic region. The company was founded in 2017 and is headquartered in Stockholm.

Ja lisää rukseja ostoslistaan. Porista pitkällä sopimuksella sekä kaksi kokonaan uutta, rakenteilla olevaa kiinteistöä, joista toinen Sompasaaresta (Nihti) Helsingin keskustan vierestä.  Cibus Nordic Real Estate AB (publ) acquires three grocery stores in Finland for an underlying property value of EUR 14.8 million Cibus Nordic Real Estate AB (publ) has during October 2024 through three separate transactions acquired three grocery stores in Finland for an underlying property value EUR 14.8 million. The properties hold 100 per cent daily-goods and have a total lettable area of approx. 5,500 sqm with an average remaining lease term of approx. 12.9 years. The acquisitions increase Cibus’ cash earnings capacity and will be financed with a loan-to-value ratio of approx. 50 per cent through bank financing. The first acquired property was built 2022 and is located in central Pori (Vanhakoivistontie 8, 28360 Pori) and is fully leased to S Group. The property was acquired 2 October from Special investment fund Mandatum AM Finland Properties II. The second acquired property holds a grocery store under development and is planned to be completed under Q3 2025. The property is located in South Ostrobothnia and is fully leased to a large grocery chain. The property was acquired on 14 October and the parties have agreed not to disclose details until the opening of the store has been announced. The third property was built 2024 and is located in central Helsinki on the island of Nihti (Nihdinranta 2, 00540 Helsinki) and is fully leased to Kesko, whose store is set to open during 2025. The area is undergoing urban redevelopment from a former harbour area to an attractive waterfront residential area with rail-bound traffic. The property was acquired 18 October from the property developer SSA Rakennus Oy.

Ilmoituksia kiinteistöostoista saattoi aiemman perusteella jo odotella. Sale-leasebackia Tanskaan osalla kerätyistä pääomista  Cibus Nordic Real Estate AB (publ) has today signed an acquisition of five grocery stores in Denmark for an underlying property value DKK 107.7 million (equivalent to approximately EUR 14.5 million). The properties are acquired from the grocery chain Dagrofa ApS in a Sale and Leaseback transaction. The transaction is carried out as a share deal and closing is set for 1 October 2024.             cdn.bequoted.com              Cibus_Pressrelease_2024-09-23_eng.pdf    155.15 KB

Lehdistötiedote: Plugit ja kiinteistösijoittaja Cibus Nordic laajentavat yhteistyössä sähköautojen teholatausverkostoa - Plugit Finland Tämän uutisen arvo on varmasti enemmän sähköautoilijalle kuin Cibuksen omistajalle.  Mutta kiva toimi ja yhteistyö, jos joskus alkaa todellista hyötyä saamaan vihreistä lainoista.

Loppputulema:  hinta 162SEK / lappu pääomat 927M SEK ennen kuluja alennus 4,3% eilisen sulkuhintaan ja 2,7% edellisen 10 päivän VWAP   Directed Share Issue which was directed to Swedish and international institutional, and other qualified, investors. The Directed Share Issue comprises 5,724,614 new shares at a subscription price of SEK 162 per share and the Company will hereby receive approximately SEK 927 million before transaction related costs   En tätä NAVin tilannetta eilen illasta tarkistellut sen enempää, mutta tiedotteessa tuli vastaus.  Eli oikeita liikkeitä tehdään, kun hyvällä preemiolla saadaan pääomia sisään.  The subscription price represents a premium of approximately 20.0[1] per cent to the EPRA NRV per share in Cibus, which amounted to EUR 11.8 on 30 June 2024. A number of Swedish and international institutional investors, including AP3, AP4, Clearance Capital Limited and Länsförsäkringar Fondförvaltning participated in the Directed Share Issue.

beQuoted Nyheter              Cibus explores the conditions for carrying out a directed share issue of...    NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, DIRECTLY OR INDIRECTLY IN WHOLE OR IN PART IN AUSTRALIA, BELARUS, CANADA, HONG KONG, JAPAN, NEW ZEALAND, RUSSIA, SINGAPORE, SOUTH AF...                             Suunnattu anti tarjolla nopeutetulla menettelyllä kasvun rahoittamiseen, eli uutta kiinteistöä olisi hakusessa tuottamaan lisää kassavirtaa ajan kanssa.  … to explore the conditions for carrying out a directed share issue of approximately 5.7 million shares to Swedish and international institutional, and other qualified, investors through an accelerated bookbuilding procedure (the “Directed Share Issue”).  5,7M osaketta  sillä saa jo ihan muutamankin lisämökin hankittua NAV taitaa olla vähän preemiolla, joten hyvä aika ottaa markkinalta rahaa sisään. Ja kasvun tilanne näyttänyt menevän oikeaan suuntaan. Korot laskussa, joten monin tavoin hyvä aika tehdä liikkeitä.  In the first half of 2024, Cibus has grown its cash flow and its earnings capacity per share for the fourth consecutive quarter to EUR 0.97 per share as per 1 July 2024. Growth in 2024 has come from index-linked rental growth, lease renegotiations, refinancing of bonds at lower margins and the acquisition of six grocery anchored assets in Sweden for SEK 87.5 million at an accretive property yield.   "… The current market environment is providing further accretive potential growth opportunities and Cibus has already identified several promising opportunities to acquire attractive properties that match our existing property portfolio and corporate strategy. Cibus’ objective is to create long term shareholder value and these investment opportunities are expected to deliver accretive growth in cash earnings per share."

Q2 2024 Interim Report Cibus Nordic Real Estate AB (publ) April - June 2024 (compared with April - June 2023)  Rental income amounted to EUR 30,447 thousand 29,633). Net operating income totalled EUR 30,457 thousand (28,050). Profit from property management was EUR 10,324 thousand (11,543). Profit from property management, excluding non-recurring items and exchange rate effects, amounted to EUR 11,912 thousand. Earnings after tax amounted to EUR 2,226 thousand (3,990), corresponding to EUR 0.03 (0.06) per share. Unrealised changes in value affected by EUR -8,338 thousand (-8,258) on properties and by EUR -331 thousand (2,495) on interest rate derivatives.  January - June 2024 (compared with January - June 2023)  Rental income amounted to EUR 60,966 thousand (59,300). Net operating income totalled EUR 58,571 thousand (55,650). Profit from property management was EUR 22,553 thousand (23,334). Profit from property management, excluding non-recurring items and exchange rate effects, amounted to EUR 25,665 thousand. Earnings after tax amounted to EUR -1,763 thousand (5,957), corresponding to EUR -0.05 (0.09) per share. Unrealised changes in value affected by EUR -30,677 thousand (-16,735) on properties and by EUR 3,620 thousand (0) on interest rate derivatives. EPRA NRV amounted to 675,887 TEUR (744,468) corresponding to EUR 11.8 (13.0) per share.   NAV laskenut siis arvonmuutosten myötä 13€ → 11,8€ eli n. 137SEK. Operatiivinen kassavirta parempaan suuntaan vertailukauteen.

Nordealta tullut analyysia: https://research.nordea.com/api/reportfileapi?id=944938  Tekstiä ei kauheasti ole (taulukoita piisaa), mutta tässä pääkohdat:  Nordea laskelmissa bondien takaisinostot ja työntekijöiden optiot painavat Q2 tulosta Nordea uskoo pienten ostojen jatkuvan, mutta ei sulje pois isompiakaan kauppoja, koska osake alkaa olla taas järkevissä hinnoissa kaupankäynnin välineeksi. Tällä hetkellä preemio on n. 20% EPRA NRV:hen ja fair value range nousi 150-180 (130-160)  Q2 tulos julkaistaan 17.7.

Cibus Nordic Real Estate

Luottamuksemme Cibuksen lähivuosien osingonkasvuedellytyksiä kohtaan on kasvanut ja odotamme yhtiön yltävän tulevina vuosina osingon 5 %:n vuotuiseen kasvutavoitteeseensa. Cibusta hinnoitellaan...

<p>Luottamuksemme Cibuksen lähivuosien osingonkasvuedellytyksiä kohtaan on kasvanut ja odotamme yhtiön yltävän tulevina vuosina osingon 5 %:n vuotuiseen kasvutavoitteeseensa. Cibusta hinnoitellaan tasepohjaisesti huomattavalla preemiolla sekä yhtiön historialliseen tasoon että verrokkiryhmään nähden ja arvostusero verrokkeihin on levennyt mielestämme jo turhan suureksi. Vaikka Cibuksen osinkotuotto (~6 %) on edelleen sektorin korkeimpia ja osingon kasvunäkymät ovat lähivuosille hyvät, näemme riskin arvostuskertoimien normalisoitumisesta liian korkeana, mikä painaa osakkeen riski/tuotto-suhteen heikoksi.</p> 

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Cibus Nordic Real Estate

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