#VNA - End the Trend? #Vonovia @Vonovia_SE @vonovia_sucks
After 1 and a half year an update becomes necessary.
The trend could now slowly come to an end and the imminent mass unemployment (despite legalized insolvency delay till 31.12.2020) will lead to rent losses at Vonovia. In addition, the government is looking for new tax revenues or could even enter forced loans from property owners in the land register.
For me, real estate or real estate corporations are loaded with random unknowns and the current prices are clearly too high for these risks. If the shares comes 61% down, then I would be tempted to buy, but before that I am out and not in.
Greetings from Hannover
Stefan Bode
The trend could now slowly come to an end and the imminent mass unemployment (despite legalized insolvency delay till 31.12.2020) will lead to rent losses at Vonovia. In addition, the government is looking for new tax revenues or could even enter forced loans from property owners in the land register.
For me, real estate or real estate corporations are loaded with random unknowns and the current prices are clearly too high for these risks. If the shares comes 61% down, then I would be tempted to buy, but before that I am out and not in.
Greetings from Hannover
Stefan Bode
评论:
评论:
t.me/stefan_bode_analysen
Zins oder Dividende? Aktien oder Anleihen? Was sind Wandeloptionsanleihen?
Immobilien oder Rohstoffe?
Rinderfarm in Südamerika.
Geld richtig investieren!
www.fondslounge.de
Zins oder Dividende? Aktien oder Anleihen? Was sind Wandeloptionsanleihen?
Immobilien oder Rohstoffe?
Rinderfarm in Südamerika.
Geld richtig investieren!
www.fondslounge.de
