Vonovia's CMD Is Unlikely to Change Investor Sentiment -- Market Talk

Dow Jones07-02

0826 GMT - Vonovia's capital markets day is unlikely to change investors' view, and sentiment will probably stay the same until the new chief executive joins, Jefferies analysts say in a research note. The German real estate company's midterm guidance set last year is increasingly under investor scrutiny. Rather than offering new strategic direction, the event served as a technical walk-through of non-rental growth initiatives that underpin the midterm guidance, Jefferies says. "While the initiatives are conceptually interesting, the company failed to articulate how each will translate into Ebitda by 2028," the analysts say. Shares trade 0.9% lower at 29.97 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

July 02, 2025 04:26 ET (08:26 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2548086977?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-02 16:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2548086977","market":"us","top_or_hot":-1,"title":"Vonovia's CMD Is Unlikely to Change Investor Sentiment -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0826 GMT - Vonovia's capital markets day is unlikely to change investors' view, and sentiment will probably stay the same until the new chief executive joins, Jefferies analysts say in a research note. The German real estate company's midterm guidance set last year is increasingly under investor scrutiny. Rather than offering new strategic direction, the event served as a technical walk-through of non-rental growth initiatives that underpin the midterm guidance, Jefferies says. \"While the initiatives are conceptually interesting, the company failed to articulate how each will translate into Ebitda by 2028,\" the analysts say. Shares trade 0.9% lower at 29.97 euros. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 04:26 ET (08:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vonovia's CMD Is Unlikely to Change Investor Sentiment -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVonovia's CMD Is Unlikely to Change Investor Sentiment -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-02 16:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0826 GMT - Vonovia's capital markets day is unlikely to change investors' view, and sentiment will probably stay the same until the new chief executive joins, Jefferies analysts say in a research note. The German real estate company's midterm guidance set last year is increasingly under investor scrutiny. Rather than offering new strategic direction, the event served as a technical walk-through of non-rental growth initiatives that underpin the midterm guidance, Jefferies says. \"While the initiatives are conceptually interesting, the company failed to articulate how each will translate into Ebitda by 2028,\" the analysts say. Shares trade 0.9% lower at 29.97 euros. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 02, 2025 04:26 ET (08:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CMD","symbol_name":"Cantel Medical Corp.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2548086977","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548086977","pubTimestamp":1751444760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0826 GMT - Vonovia's capital markets day is unlikely to change investors' view, and sentiment will probably stay the same until the new chief executive joins, Jefferies analysts say in a research note. The German real estate company's midterm guidance set last year is increasingly under investor scrutiny. Rather than offering new strategic direction, the event served as a technical walk-through of non-rental growth initiatives that underpin the midterm guidance, Jefferies says. \"While the initiatives are conceptually interesting, the company failed to articulate how each will translate into Ebitda by 2028,\" the analysts say. Shares trade 0.9% lower at 29.97 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CMD":"Cantel Medical Corp."},"translate_title":"Vonovia的CMD不太可能改变投资者情绪——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CMD":1},"content_text":"0826 GMT - Vonovia's capital markets day is unlikely to change investors' view, and sentiment will probably stay the same until the new chief executive joins, Jefferies analysts say in a research note. The German real estate company's midterm guidance set last year is increasingly under investor scrutiny. Rather than offering new strategic direction, the event served as a technical walk-through of non-rental growth initiatives that underpin the midterm guidance, Jefferies says. \"While the initiatives are conceptually interesting, the company failed to articulate how each will translate into Ebitda by 2028,\" the analysts say. Shares trade 0.9% lower at 29.97 euros. (nina.kienle@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 02, 2025 04:26 ET (08:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2548086977","isCrawlerRequest":true}