Share Name Share Symbol Market Type Share ISIN Share Description
Land Securities Group LSE:LAND London Ordinary Share GB00BYW0PQ60 ORD 10 2/3P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +7.20p +0.76% 952.00p 952.30p 952.60p 955.10p 949.00p 950.50p 1,772,430 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 753.0 406.0 -32.9 - 7,058.70

Land Securities Share Discussion Threads

Showing 1101 to 1124 of 1125 messages
Chat Pages: 45  44  43  42  41  40  39  38  37  36  35  34  Older
DateSubjectAuthorDiscuss
22/5/2018
20:05
Would agree with thst, the LAND statement appeared more cautious which did not help sentiment. If markets ever have a rough few weeks(no sign atm) this is an add for me.
essentialinvestor
22/5/2018
20:01
Funny how BLND results were so upbeat yet LAND's were downbeat. At first glance they seem very similar with their high exposure to London especially London offices. Over the last 2 years LAND is down 20%. BLND is only down 10%. I reckon LAND is the better value. Discount to NAV is over 30% and yield approx 4.5%.
hugepants
01/5/2018
10:55
Very encouraging to see blue-blooded JPM Caz REITERATING their OVERWEIGHT Recommendation last month with an UNCHANGED TARGET PRICE of 1200p. JPM Caz still see 20% UPSIDE to today's price. The strong, resilient and optimistic November half-year results are worth reading again. Share has moved ahead and recovered strongly recently. Looks like £10 will soon be breached. ALL IMO. DYOR. QP
quepassa
19/3/2018
10:20
yes it does signal that yet again foreign companies value UK assets much higher than we do on this market. discounts are far too big in reality but WTFDIKA
ntv
19/3/2018
08:31
Different sector but absolutely yes! Fascinating that Klepierre clearly don't fear Brexit with Hammerson approach. Does this approach for Hammerson put down a marker that we are at or near bottom of commercial property cycle. ALL IMO. DYOR. QP
quepassa
15/3/2018
09:11
if they hadn't returned all that cash to shareholders they could have bought some cheap stock back when it hits £7.50
ntv
15/3/2018
09:09
look at the charts share price was higher 20 years ago
ntv
06/3/2018
17:30
Exactly. Retail is a tough place to be. Commercial property/warehousing going great guns - see the performance of Segro (the old Slough Estates). Happy enough with prime London office space and continue to hold (and occasionally buy) LandSecs. ALL IMO. DYOR. QP
quepassa
06/3/2018
13:00
The predicament of ToysRUs and Maplins aren't helping. BHS stores also still empty and unused where I live.
hugepants
05/3/2018
10:58
Prefer office to retail at the moment. LandSec well positioned to ride out the Brexit-induced market uncertainties with strong balance-sheet and low gearing and they have high a quality prime london office estate which personally I prefer to Hammerson which is a retail based estate where more and more retailers are reeling from the impact of online shopping. Some brokers like JPM Caz and Liberum still pretty bullish on Landsec. ALL IMO. DYOR. QP
quepassa
05/3/2018
10:38
Are my calculations right? Debt of approx £4.45 per share?
hybrasil
04/3/2018
20:33
yes I reckon the commercial property valuations in London will come down at some point that's why I think I prefer LAND with its lower LTV and slightly larger discount to NAV.
hugepants
04/3/2018
18:35
The market absolutely hates this sector at the moment. My preferred pick is HMSO/INTU which has been bashed around something stupid. I have BLND too although sold most at 680. Happy to buy back if it reaches 600 but I really think/hope it doesn't.
cc2014
04/3/2018
17:52
@ Huge - I weighed up both as well a short while ago, and plumped for BLND as I like their 'mixed use' model for their new developments. However, there wasn't much in it - both are good value, I think. Maybe the market thinks their asset numbers are out of date and will move down at the next valuation point?
jonwig
04/3/2018
17:34
I've been buying some of these again. Yield is 4.5% and discount to NAV is approx 35% at this price. LAND share price is down a whopping 16% over the last 12 months BLND share price is up 3% Obviously some of that could be explained by LAND returning 60p cash return to shareholders but not all. Anyone any idea which is better value just now? I make LAND discount to NAV approx 35% versus BLND which is about 32%. LAND's LTV is 22% versus BLND which is 27%. LAND's yield is approx 4.5% versus BLND which is 4.8% Both are heavily exposed to the London office market and to retail with some big malls on their books but I've not looked into too much detail on the relative exposures.
hugepants
02/3/2018
08:50
@ NTV - shame that valuations are performed by independent firms of surveyors!
jonwig
02/3/2018
08:30
maybe the chairman will do something about the discount if everyone believes the discount is a fair valuation of the properties then they might as well write them down to save on tax if they paid any
ntv
18/12/2017
08:33
Friday 15th. Broker Note. Liberum REITERATE their HOLD recommendation with unchanged Target Price of 1120p. ALL IMO. DYOR. QP
quepassa
04/12/2017
12:36
CFO just purchased £250k worth
cc2014
19/11/2017
11:52
Just looking here At current share price of 932; from latest figures does this give a discount to nav of about 35% or am I missing something ?
pillion
14/11/2017
22:24
Looks very cheap re nav with good yield. Not sure what the the widest discount it has traded on in the past is though?
its the oxman
14/11/2017
16:11
why the fall?
chiragmahe
14/11/2017
07:06
Interim Divi up a 10% from 17.9p to 19.7p. Bodes well for similar increase to final divi.
quepassa
18/10/2017
17:59
and again but missed the spike at the close
ntv
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