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AEWU Aew Uk Reit Plc

-0.70 (-0.83%)
24 May 2024 - Closed
Delayed by 15 minutes
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
  -0.70 -0.83% 84.00 411,910 16:35:04
Bid Price Offer Price High Price Low Price Open Price
83.50 84.40 84.30 83.50 84.30
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Real Estate Investment Trust 20.72M -11.33M -0.0715 -11.68 132.28M
Last Trade Time Trade Type Trade Size Trade Price Currency
16:35:04 UT 5,374 84.00 GBX

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Date Time Title Posts
23/5/202408:15AEW UK Reit1,567

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Posted at 27/5/2024 09:20 by Aew Uk Reit Daily Update
Aew Uk Reit Plc is listed in the Real Estate Investment Trust sector of the London Stock Exchange with ticker AEWU. The last closing price for Aew Uk Reit was 84.70p.
Aew Uk Reit currently has 158,424,746 shares in issue. The market capitalisation of Aew Uk Reit is £132,284,663.
Aew Uk Reit has a price to earnings ratio (PE ratio) of -11.68.
This morning AEWU shares opened at 84.30p
Posted at 17/4/2024 10:25 by dsct
Like @Raj K, I have been looking at AEWU, as a replacement for BCPT (which is in a Formal Sale process, so may not be about much longer). Swapping one Real Estate for another.

I'm hoping it won't be 'bid for' as that would mean I'd have to look for another replacement. Initially had EPIC, then to BCPT, so maybe not a good omen lol.

The NAV and constant divi are what's attracted me here. I'm slowly reading through the past post to see the negatives (fortunately there are some posters giving their negative views as opposed to the often ADVFN pump-fest ! lol).

Any views from posters on here would be most welcome, as would other Real Estate stocks to consider - I have a list of divi paying UK REITs I'm currently going through.
Posted at 04/4/2024 09:53 by raj k
I have just begun to look at AEWU for the income side of my portfolio. Does anyone think this REIT would be bid for?
Posted at 01/3/2024 07:03 by spectoacc
@Tag57 - quite a few, but ramping them across multiple BBs isn't my way ;)

Top 5 holdings fwiw:

Which is clearly bearish, but some recent purchases:

LTI (discount)
BBGI (quality at a discount)
LABS (risky discount)

REIT holdings, back on topic:

CLI (added to below 90p this week)

The latter two in the hope neither gets lumbered with API, but realistically one will get it and fall further, the other bounce back strongly. Also hoping SGRO may come in for SHED.

Horses for courses - and inevitably have a few bad losers, eg DGI9, GCP. Other holdings I'm positive on: SSIT, GABI, CORD, MERC etc.

Everything has its price - including AEWU.
Posted at 29/2/2024 16:57 by spectoacc
"EPRA earnings per share have been negatively impacted by 0.28 pence due to two tenants entering administration during the period.."

"Despite our recent asset management achievements, we remain cognisant of the economic backdrop and its cumulative effect on occupational markets."

"The Company has committed to pay its market-leading dividend of 2.00 pence per share this quarter..".

"Prospective lettings at three void units....are advancing well. The re-letting of these units are expected to have completed during the first half of this calendar year, further improving income streams and mitigating the incurrence of void costs, albeit with associated tenant incentives suppressing earnings potential over the short term."

That you'd come out with:
"So - wrong. Would be totally surprising if they cut. They won't."
surprises me not in the least.

They'll probably continue to hold the divi. But nobody should be surprised if they don't at some point. A sale or larger letting falling through, or another CVA(s), could do it.

AEWU clearly want to maintain their record, but they're not daft & they'll be hoping the mood music changes. Div unlikely to be covered next qtr either.
Posted at 04/7/2023 14:17 by kenmitch
SOCAL. That IS how I see it now too. I.e other REITS are better choices for new buyers now. My key point is that AEWU is NOT a sell for any of us clever or lucky enough to have bought in a previous big dip (in my case 2020 covid dip)for reasons so well put by Tag57.

And SKYSHIP, as Tag57 and Spangle93 have just pointed out, my AEWU dividend yield IS 13% at my buy price, and it’s that yield that counts for me and not the yield now at a significantly higher share price! My current AEWU profit with dividends included is 100%. That’s good during a sector downturn.

And building on this point; I also bought Mining Trusts BRWM, CYN and BERI during a Mining sector dip in 2020 too. All 3 have fallen back but CYN is still more than 3 times higher than my buy price, and that’s EXCLUDING dividends on top, and the other two are still up over 150%. And the yield on big dividend paying BRWM is currently about 15% on my buy price and was more before a modest cut. And the yield on the other two though more modest is also high at 10% for CYN and 9% for BERI at my buy prices. So very useful income every year and far better than cash. i.e note my comment about John Lee’s dividends. Mine are pathetic in comparison, but at last I’ve woken up to a method that works a treat!

But my key point remains simply that AEWU is not necessarily a SELL. And for me and others using similar methods, AEWU is a strong hold. For new buyers, for now there are better choices.
Posted at 29/6/2023 15:11 by kenmitch

I usually agree with you (except on buybacks where nearly everyone disagrees with me) but are you really telling me I should sell AEWU?

I bought at 63p and at that price I’ve been getting 13% a year just in dividends. There has always been a risk of a dividend cut but shrewd Management decisions mean that AEWU was the only Commercial Property Trust not to cut the dividend during the covid sector bear market.

Even a cut to 6p would still give a yield of over 9% at my buy price, AND with every chance when the sector recovery comes eventually of the dividend being increased along with share price gains as well.

I’m not claiming it’s the best one to buy now as the discount is (deservedly) much narrower than the others, and the likes of EBOX and SREI look better choices for new buyers. But if there’s anyone else reading these threads who also buys these Trusts on the big dips and then looks to hold them for years in preference to trading them, and who also bought AEWU or others at lower prices than now, the case for holding is strong.
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 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 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 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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