VNA.DE Vonovia SE Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:03
Oct 08
Oct 08
r/ValueInvesting
Vonovia deeply discounted vs NTA, financing locked in
The author argues Vonovia at 16.30 EUR versus an EPRA NTA of 46.22 EUR is a total mispricing, offering 530,000 prime apartments at a 65% asset discount. He contends the refinancing scare is overblown because medium-term financing is already locked in, and Berlin expropriation risk is off the table due to federal legal blocks and unworkable compensation costs. Catalysts include eventual ECB rate cuts, 4% organic rent growth, a dividend yield over 7.5%, and CEO Rolf Buch buying long-dated 36 EUR strike calls alongside insider buys; the main risk is that the dividend may not stay at this level short term.
VNA.DE
Vonovia SE
Long
1ST
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About VNA.DE Investor Commentary
Across the available history and selected sources, Buzzberg tracks VNA.DE (Vonovia SE) across 3 sources: 1 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/ljl1986.