SNY LYB DOV CL NRZ VTR DM D TRP PSX čtvrtletní výsledky

Mohlo by se vám líbit...

4 komentáře

  1. VSbrok VSbrok napsal:

    Odhady vedeni NRZ pro tento rok:
    Q1 core earnings of $195M or $0.58 per share vs. $154M and $0.61 a year ago. Estimates were for $0.55. Dividend is $0.50.

    Thus far in 2018, company has acquired or agreed to acquire MSR’s totaling about $38B in UPB for a purchase price of $364M. To raise liquidity, company priced two fixed rate MSR notes totaling $930M, with average cost of funds of roughly 3.6%.

    Company executed clean-up calls on 32 seasoned non-agency RMBS deals with total UPB of about $500M; purchased $695M of face-value of non-agency RMBS, brining net equity to about $1.4B.

    Kdyz NRZ stalo $14, tak mi to prislo drahy… nooo tak ted stoji $17 … 🙁

  2. VSbrok VSbrok napsal:

    A vedeni VTR tez navysilo odhady pro rok 2018:
    Q1 normalized FFO per share of $1.05 up 2% Y/Y, and topping estimates by $0.04.

    Same-store cash NOI growth of 2.6%; triple-net growth of 4.4%, office growth of 2.2%, senior housing growth of 0.7%.

    Full-year normalized FFO per share guidance is lifted $0.03 at the midpoint to $3.99-$4.07, with total same-store NOI growth of 0.5-1.5%. NOI growth looks light, but that’s thanks to impact of the Brookdale (NYSE:BKD) agreement (see below).

    Ventas (NYSE:VTR) has come to terms with Brookdale Senior Living to restructure 128 communities leased from Ventas under a single master lease and security agreement. The master lease will provide total rent of $175M this year, with annual rent escalator of the lesser of 2.25% or four times CPI.

  3. Powers Powers napsal:

    Hoj vezem sa s ventasom tiež potešilo ma 8%+ a dobrý výhlad , no potom som otvoril ich výročnú správu
    a Net income $ Q1-2018 80,098 $Q1-2017 199,148

    To je pokles o 70% Potom sú tam Subtotal: FFO add-backs zrejme nejaký príjem v podobe vratky.
    Podľa net income by mala firma padnúť do priepasti .. není vhodný čas ich predať?

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