Unibail-Rodamco-Westfield: Superior Operational Performance and Manageable Leverage

381 Views04 Nov 2023 11:54
We did a deep dive on URW, one of the best mall developer/operator world-wide.  We think market concern is overdone and we view there are multiple catalysts ahead, both on a macro and company level.
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Rising
Jacob Cheng
Listed Real Estate Asia
KT Capital Group
Hong Kong & ChinaFinancials & Information TechnologyEquity Bottom-UpThematic (Sector/Industry)
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