Aew Uk Reit Plc

0.00 (0.0%)
Share Name Share Symbol Market Type Share ISIN Share Description
Aew Uk Reit Plc LSE:AEWU London Ordinary Share GB00BWD24154 ORD GBP0.01
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.0% 100.00 10,919 08:42:24
Bid Price Offer Price High Price Low Price Open Price
100.20 101.80
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trust 19.91 46.70 29.40 3.50 158.74
Last Trade Time Trade Type Trade Size Trade Price Currency
09:06:44 O 2 100.20 GBX

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Date Time Title Posts
08/6/202308:25AEW UK Reit1,438

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Aew Uk Reit (AEWU) Most Recent Trades

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Posted at 21/5/2023 15:58 by skyship
clive7878 - AEWU very well managed; dividend uncovered but looks secure as always uncovered!

IMO however they are fully priced as the discount is just 5.7%, even though the yield a very tempting 8.1%.

Far better value and anomalously good value at the moment is API. At 49.2p the discount is 40.3% and the yield 8.13% (dividend covered).

Anomalies provide opportunities, so I rate this as currently the BEST BUY in the REIT sector.

Posted at 17/5/2023 21:11 by clive7878
In the IC last Friday they stated which appeared good reasons to buy AEWU,
in their smaller companies section, although their record of late again
over the last couple of months have been a bit shaky.
But with a divi of around 8%, and what appears to be good deals by the company,
and with the share price having a rocky ride of late it could prove to be correct.
If the rents received are at a good percentage in theory, the divi is safe, and it looks like the asset value should increase along with the share price.
Will AEWU share price move on full year results I believe due to be released in June / July time? The Company does appear to be sound to me, I will either dip my toe in or put it on my watch list to see what happens
They look to me that they are a better bet than RGL, looking at their track record.

Posted at 26/4/2023 12:11 by stemis
Reasonable update. Slight rise in NAV/share despite an uncovered dividend. Valuations seem to have stabilised. AEWU's ability to extract value from leases is possibly what accounts for the lower discount.
Posted at 27/3/2023 08:44 by skyship
gco - that was a very useful trade; especially seeing that AEWU now back down to 93p, reasonably priced yet again.

Whole sector flat on its back with some really bizarre valuations; even those with strong balance sheets, low debt cost, long maturities. EBOX certainly an example of that.

Anyway - looks to be a great purchase for AEWU today - see Header.

Posted at 01/2/2023 12:18 by lord gnome
I have absolutely no idea as to what is holding up the AEWU share price when all my other REITs are on their backs. It looks fully valued with a yield which is now nothing out of the ordinary, whereas all my others are at sizeable discounts in anticipation of nav revisions.My decision to sell was clearly wrong, but I don't know why.
Posted at 26/1/2023 14:47 by fordtin
Maybe there are no shareholders who’re willing to rent their shares out. Or maybe all the AEWU share holders who do rent their shares out, have already done so.

If your brokers can’t borrow shares, they can’t sell them on your behalf.

Posted at 19/1/2023 09:15 by skyship
EDIT - sorry, miscalculated stats!

Problem for the AEWU share price was the very nominal discount.

Congratulation Smidge - a great sale. Would have joined you with a short if I'd seen this disaster - stupidly missed the RNS in spite of it being on my Monitor.

Posted at 19/1/2023 08:40 by smidge21
I'm a long term holder (of various AEW funds) but trimmed AEWU at 103.05 this morning. I agree with previous posts: market conditions likely to weigh on share price for a while and discount should widen. Rotation into Retail sector of market should have more to go - if only to partially address extreme divergence
Posted at 01/12/2022 11:52 by chucko1
It is tough to compare AEWU with EPIC as the latter is focused on a single property type (now), whereas AEWU are generalist.

Over the years, there has been ample criticism of AEWU in terms of dividend cover etc. by investors who have an entirely unsuitable timeframe.

Posted at 21/4/2021 10:01 by kenmitch
AEWU performance over 5 years is very good and as long as it can be held, that still very big dividend (8%ish even after the big share price gain) is a big plus. Bearing in mind the excellent short and long term performance the NAV discount disappearing is arguably justified.

As I’ve posted (and I know annoyed in doing so) many investors prefer dividends to buybacks and if those dividends are in a REIT that outperforms then that’s even better.

Compare for example the performance of AEWU who don’t buyback with SREI who do.

AEWU share price is up 69.5% over 1 year, 27% over 3 years and 43% over 5 years.

SREI share price is up just 8.7% over 1 year and DOWN 20% over 3 years and DOWN 13% over 5 years.

Sector average is up 20.4 over 1 year, down 5% over 3 years and down 2% over 5 years.

So AEWU has way outperformed the sector and SREI way underperformed throughout.

What about NAV?

Again AEWU has way outperformed and SREI underperformed but not as badly as the share price return.

Sector NAV is 0.4 over 1 year, 2.6 over 3 and 17 over 5 years.
AEWU NAV is 9.9% over 1 year, 25.2 over 3 years and 47.4 over 5 years.
SREI NAV is 0.1% over 1 year, MINUS 2.6% over 3 years and MINUS 2% over 5 years.

Do these figures support the argument that what matters is the quality of their investment portfolio ahead of trying to help the share price and NAV via artificial means like buybacks?

SREI buying back shares since last September is still at a big discount.
AEWU not buying back has seen the big discount go to zero.

I hold AEWU and SREI, hoping better times are ahead for SREI.

Aew Uk Reit share price data is direct from the London Stock Exchange
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