Share Name Share Symbol Market Type Share ISIN Share Description
Segro Plc LSE:SGRO London Ordinary Share GB00B5ZN1N88 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.00p -0.32% 630.20p 629.80p 630.20p 638.00p 626.40p 636.80p 2,050,081 16:29:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Real Estate Investment Trusts 334.7 976.3 98.5 6.4 6,375.44

Segro Share Discussion Threads

Showing 576 to 597 of 600 messages
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DateSubjectAuthorDiscuss
05/11/2018
08:13
Tipped by IC on Friday: Supply of big-box and last-mile-delivery warehouse space continues to lag demand, and while there has been a significant rerating in valuations, there is likely to be more to come. A combination of further valuation uplifts and dividend payments are expected to generate total returns of around 17 per cent in 2018, and yet the shares are trading at a significant discount to forecast NAV. (Forecast NAV for Dec 2018 is 632p, and Dec 2019 677p.)
jonwig
17/10/2018
06:19
Significant premium to book value will helps end of yr profits
nikki40
17/10/2018
06:16
Reads well
nikki40
17/10/2018
06:13
Continued strong trading: https://www.investegate.co.uk/segro-plc--sgro-/rns/trading-update/201810170700042624E/ Disposals made at "significant premium to book value".
jonwig
08/10/2018
19:27
One of the few risers today in a bad day all around. I predict the share price will now rise ahead of the trading statement next Wednesday, as I am sure it will be good news and there will be the inevitable insider knowledge pushing it upwards. Still convinced it’s a great med to long term hold.
torarory
05/10/2018
10:36
Seeing a bit of a bloodbath in the blue chip propcos, though a bit of a bounce today due to the INTU bid approach. Posted this yesterday: =================================================== FTSE slumps as Fed rates warning rattles investors https://tinyurl.com/y8fm7ar2 The blue chip propcos were especially badly hit: # BLND - down 31 (5.2%) @ 576p # LAND - down 34 (3.9%) @ 841p # HMSO - down 27 (6.0%) @ 433p !!! Happily RGL again moving in the opposite direction - up another 0.4p today. I suspect the reason for no RNS showing no more CIC, is that they were already below the disclosure level! =================================================== IMO RGL will continue to make progress versus a lower sector and possibly lower Markets, as they were at a false level due to a stock overhang, possibly now cleared. Plenty of info on the RGL & CP+ threads...
skyship
04/10/2018
07:24
Yield is nothing for a property company, developers on yield of 9%, say Crest Nicholson.
montyhedge
07/9/2018
09:04
Copied from the LAND thread, courtesy speedsgh: Segro knocks LandSec off property top spot - HTTPS://www.propertyweek.com/finance/segro-knocks-landsec-of-property-top-spot/5098619.article Industrial property giant Segro has ended more than two decades of dominance by Land Securities as the UK’s largest real estate company. Land Securities has been the UK’s largest listed property company since the mid-1990s, but yesterday ended in second place as Segro’s shares place in the coveted number one spot. British Land, which had been in number two spot has now been relegated to number three. Segro, run by chief executive David Sleath, ended yesterday’s stock market trading as the UK’s largest listed property group valued at £6.584bn, ahead of LandSec at £6.577bn, with British Land knocked down into third position at £6.01bn. The fall from number one spot caps a steady decline in the value of LandSec’s shares since Janaury 2015, when it broke back through the £10bn valuation barrier. Andrew Gill, an equity analyst at Jefferies International, said LandSec and British Land had suffered from growing sentiment against the retail sector, while those in the booming industrial sector, such as Segro, have seen shares rise significantly in recent years. “We have seen continued weakness in stocks with large retail exposure,” said Gill, adding an additional factor is likely to be that Elliott Advisers recently took a short position in Land Securities and British Land.
jonwig
23/8/2018
18:15
745 from 300 lol - have they been asleep at the wheel
davr0s
23/8/2018
14:13
Credit Suisse today reaffirms its outperform investment rating on Segro [LON:SGRO] and raised its price target to 745p (from 300p). Story provided by StockMarketWire.com
jonwig
01/8/2018
06:33
"EPRA NAV per share increased 8.5 per cent to 603 pence (31 December 2017: 556 pence), driven by a 5.9 per cent increase in the value of the portfolio, due to development and asset management gains, further yield compression and ERV growth across the portfolio." Sp 665p. So a 9.3% premium. For a propco this is now surely over-valued. Great company with very good perceptive management; however institutions seem to be forgetting cyclical history by supporting these to such a level.
skyship
01/8/2018
04:53
Citywire: Expectations for industrial real estate investment trust Segro (SGRO) have been running high as investors pile into logistics but they are already baked into the valuation, says Numis. Analyst Paul Gorrie retained his ‘hold’ recommendation and target price of 712p on the stock after first-half results. He said the company ‘does not appear to be slowing down, indeed it is rightly putting its foot on the gas to exploit occupier and investment demand conditions which are as favourable as they have been for at least a cycle’. While Gorrie added that ‘upgrades could provide additional momentum for the shares’, the first-half 2018 net asset value meant the market was ‘already baking in a large amount of growth expectation’.
jonwig
27/7/2018
06:39
And warehouse robotics, level flooring ( Somero Enterprises ) stacking systems etc ! Everything to do with getting packages to/from consumers will continue to thrive.
torarory
27/7/2018
06:19
Great set of results. Lex in FT.com suggests competition from failed retail parks and also suggests the good results cannot continue? I would dispute that. E commerce, warehousing,logistics, packaging and credit card/debit card payment systems will not die. Heathrow expansion another plus for SEGRO. I also have no doubt the board are savvy enough to foresee any potential obstacles/challenges to growth and will act accordingly. I predict the share price will be 800 this time next year.
torarory
26/7/2018
06:56
H1 results very good with both assets and rentals up. NAV of 603p is pricing in a lot of future progress though! https://www.investegate.co.uk/segro-plc--sgro-/rns/results-for-the-six-months-ended-30-june-2018/201807260700057925V/
jonwig
09/7/2018
11:19
When I last looked at MKLW it had a very high premium to NAV. And SGRO is big in Europe, which is important for me.
jonwig
06/7/2018
14:04
Who'd have thought it? A company built around the humble Slough Trading Estate is within reach of becoming the UK’s largest listed property group, riding on the boom in e-commerce that has sent demand for warehouses and former industrial property soaring. Https://www.ft.com/content/67958cbe-80fc-11e8-8e67-1e1a0846c475
jonwig
18/4/2018
14:04
SGRO SEGRO Broker updates today after the update. Segro SGRO Numis Add 628.20 626.00 681.00 681.00 Reiterates Segro SGRO Peel Hunt Add 628.20 626.00--Reiterates Segro SGRO Liberum Capital Buy628.20 626.00 650.0 0650.00 Reiterates
3rd eye
16/2/2018
12:13
Peel Hunt, via FT Alphaville: Segro’s FY results provide further evidence of the sustained growth in industrial & logistics with impressive NAV growth of +16.3% which is well ahead of Peel Hunt’s estimated growth (+6%) and consensus (+9%). This further underlines the strong investor demand, particularly in the UK where the portfolio increased in value by +15.8%. Segro’s dividend yield of 3.0% is lower than its industrial/logistics peers but with the shares now trading around NAV, we increase our target price to 610p.
jonwig
16/2/2018
07:12
Annual results; https://www.investegate.co.uk/segro-plc--sgro-/rns/results-for-the-year-ended-31-december-2017/201802160700020695F/ I tend to skip the details with this company, but NAV is 556p, and I think it tends to trade at a premium. Voids at 4%: I remember the days when it was about 10%.
jonwig
20/10/2017
05:55
Citywire: Positive Segro pleases Numis despite share price premium A trading statement from Segro (SGRO) left Numis Securities happy with the European real estate investment trust’s prospects, but a little concerned with the stock’s premium rating. Analyst Robert Duncan retained his ‘add’ recommendation and target price of 580p as the shares slipped 2.5p to close 0.45% down at 551.5p. Duncan said the update showed Segro ‘continues with its strategy of developing space into supply constrained markets which is also allowing it to capture reversion on standing assets’. Although there has been a slight fall in rent renewals and reviews in Europe he said there was an ‘overall positive tone’ to the outlook. ‘The challenge from here is the high net asset value rating – 7% premium – and relatively low dividend yield of 3%,’ he said. ‘That said, we believe Segro is doing a good job of creating value and there is a positive momentum in earnings growth.’
jonwig
17/8/2017
15:11
Segro should be ex-div today, 5.25p paid on the 29th of September.
arf dysg
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P:40 V: D:20181113 01:25:59