6,294
edits
Deutsche Wohnen:Quarterly Results/2023 Q2: Difference between revisions
Deutsche Wohnen:Quarterly Results/2023 Q2 (view source)
Revision as of 16:18, 7 August 2023
, 7 August 2023no edit summary
No edit summary |
|||
| Line 80: | Line 80: | ||
==== Hengeler Mueller and Deloitte investigation ==== | ==== Hengeler Mueller and Deloitte investigation ==== | ||
* Preliminary results from Hengeler Mueller and Deloitte investigation establishes that the financial impact is not material<ref>Source: Analyst & Investor Presentation Half-Year Report 2023</ref>. | * Preliminary results from Hengeler Mueller and Deloitte investigation establishes that the financial impact is not material<ref>Source: Analyst & Investor Presentation Half-Year Report 2023</ref>. | ||
== Analysts Opinions == | |||
=== Thomas Rothaeusler, Deutsche Bank === | |||
* He said that residential German real estate companies will likely get through the downward in house prices cycle without having to raise capital<ref>https://www.bloomberg.com/news/articles/2023-07-18/german-real-estate-cash-fears-are-overdone-deutsche-bank-says</ref>. | |||
* He believes there is a good chance that house prices will stabilize in the second half of 2023. | |||
* He forecasts not more than 20% drop in German residential values from peak to trough. | |||
* Rothaeusler pointed to data from Immocscout, which indicates recovery in house prices. | |||
* He also pointed to LEG Immobilien SE’s upgraded rental growth guidance, which suggests “higher market dynamics." | |||
== References == | == References == | ||