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Unibail Rodamco Westfield 2023, Rise or Fall ?

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!@#$!@!
0
MERC daalt niet zoveel, dus heeft niet met Franse malls te maken.

Kreeg net wel een email dat Klep 2 advieswijzingen had vandaag. 2 keer van kopen naar houden.
Dus 2 adviesverlagingen.
Lamsrust
0
quote:

!@#$!@! schreef op 10 januari 2023 17:05:

MERC daalt niet zoveel, dus heeft niet met Franse malls te maken.

Kreeg net wel een email dat Klep 2 advieswijzingen had vandaag. 2 keer van kopen naar houden.
Dus 2 adviesverlagingen.
Thx. Ik volg MERC niet zo, dus had dat niet gezien. Dan zal het de impact van de advieswijzigingen zijn. Kennelijk wat recessie angst bij de analisten.
HCohen
0
Guardian artikel over BTR(Build to Rent) in the UK
(oa verwijzing naar en illustratie van Coppermaker Square URW's resi-project Stratford UK)

Renting reinvented
www.theguardian.com/renting-reinvente...
‘A big draw for renters is peace of mind’: what does the build-to-rent model offer the UK’s property market?
Residential developments built exclusively for renters are springing up in numbers across the UK. From long-term contracts and access to premium amenities, we find out why the concept is gaining popularity

This is a central tenet of the strategy at developer Unibail-Rodamco-Westfield (URW), says Keith Whitmore, its UK head of development, design and construction. A new entrant into the British BTR scene – albeit one with plenty of experience in the property sector, having created the two Westfield shopping centres well-beloved of Londoners – URW has plans for 3,000 new rental homes across London. The residents-first approach is clear to see at Coppermaker Square, its first development off the block.

With BTR expected to continue to expand in the years ahead, this revitalised new form of renting is increasingly becoming the smart choice for urban dwellers seeking to have it all.
HCohen
0
Hamleys has designs on Westfield London
Toy World Magazine January 2023
issuu.com/toyworldmag/docs/toy_world_...

Toy World’s publisher John Baulch and assistant editor Sam Giltrow experience the new Hamleys Westfield London store in an exclusive tour with senior buyer Karen Dennett and Daniel King, trading manager, UK & ROI.

Hamleys has opened its second largest store in the UK in Westfield London (White City), with the retailer intimating that the new space will serve as a blueprint for further rollouts. As with the famous Regent Street store - the retailer’s largest premises and its flagship in the 17-strong UK chain underpinning the overall atmosphere and central to its offering is the overall customer experience, with different themed areas and demonstrations to entice shoppers and deliver the in-store theatre and magic that Hamleys is known for.

Providing a 11,000sq ft toy wonderland, the state-of-the-art store opened on 18th November, just in time for peak Christmas trading. Featuring an array of favourite toys from the traditional to the hightech, games and puzzles to arts and crafts, the space is packed with well-known brands such as Lego, Barbie, Playmobil and Schleich. Other companies well represented across the product mix include Hasbro, Simba (with its eye-catching display wall of Disney soft toys), Epoch Making Toys, Ravensburger and Rainbow Designs, with a prominent section devoted to Paddington Bear.

As well as choosing from a wide selection of popular toys and games, customers can visit the Build A Bear Workshop, the only Hamleys-based one outside of its Regent Street store, enjoy desserts from the Hans & Gretel dessert boutique, practise shooting skills in a Nerf target practice area and have a well-earned play in the Playmobil area.

There’s also a ‘beauty parlour’ area, photo opportunities with a Barbie photo booth and Lego backdrop and the chance to get up close to a huge Schleich animatronic dinosaur. Central to the store is a fun slide, suitable for both kids and grown-ups, which has been sponsored by plush toy company Ty, which also provided the inaugural window displays for the store, featuring the company’s limited edition Queen Elizabeth II Bear, plus its Paddington and Squishy Beanies ranges. Shoppers can also experience meet & greets with the iconic Hamleys Bear and an array of other Hamleys characters, plus enjoy special guest appearances from the world of TV and film to create even more excitement.

In the run-up to Christmas, trading in the store’s first few weeks of opening has been brisk and Daniel King, Hamleys’ trading manager, UK & ROI, tells Toy World that the new store was primed for success following a smaller pop-up Hamleys store, which opened in the shopping centre in December 2021. “We knew all along when we had the pop-up that we would be opening a permanent store and we wanted to get it open before Christmas,” he explains. “This is a new design for us, and it is a test. However, sales have been very good.”
HCohen
0
...'Fingers crossed' voor 'een positieve verrassing' deze middag dan maar(14.30h, CPI dec USA)...
roel
2
Gelukkig nieuwjaar allemaal,

Beetje laat, maar even met wat andere zaken dan urw en aandelen bezig. Heeft ook niet zoveel zin want ben een long belegger die eigenlijk de aandelen voor zijn kids heeft. De woningmarkt en de 6,17% forfaitair zijn wat belangrijker dan URW

Was wat geschrokken door de daling maar zie dat het juist de afgelopen weken weer sterk gestegen is.

Tip, gewoon niet meer in de gaten houden, kun je ook geen domme dingen doen bij lage koersen ;)

Veel.plezier dit jaar!
!@#$!@!
0
quote:

HCohen schreef op 12 januari 2023 08:39:

...'Fingers crossed' voor 'een positieve verrassing' deze middag dan maar(14.30h, CPI dec USA)...
Vraag mij af of de stijging vandaag en gisteren al een anticipatie is op een meevallend cijfer.
Ben erg benieuwd.
!@#$!@!
0
quote:

Lamsrust schreef op 10 januari 2023 18:05:

[...]

Thx. Ik volg MERC niet zo, dus had dat niet gezien. Dan zal het de impact van de advieswijzigingen zijn. Kennelijk wat recessie angst bij de analisten.
Die advies verlagingen hebben dan duidelijk impact voor 1 dag. Maar nu lijkt dat er extra verlies er weer rustig uit te lopen. Bijzonder om te zien.
HCohen
0
quote:

!@#$!@! schreef op 12 januari 2023 11:22:

[...]

Vraag mij af of de stijging vandaag en gisteren al een anticipatie is op een meevallend cijfer.
Ben erg benieuwd.
We zullen er snel achterkomen(imo bepalend cijfer voor sentiment tot jaarcijfers), hieronder de verwachtingen(bron AP);

www.clickondetroit.com/business/2023/...
Most economists foresee the more optimistic scenario: They think December marked another month in which inflation, though still uncomfortably high, continued to cool. According to a survey by the data provider FactSet, analysts have predicted that consumer prices rose 6.5% in December compared with a year earlier. That would be down from 7.1% in November and well below a 40-year high of 9.1% in June.

On a month-to-month basis, the economists think prices were flat in December. Even more significant, a closely watched gauge of “core” prices — which excludes volatile energy and food costs — is expected to have risen just 0.3% from November to December and 5.7% from a year earlier. The Fed closely tracks core prices, which it sees as a more accurate indicator of future inflation, in setting its interest rate policies.

Another modest rise in core prices would increase the likelihood that the Fed would raise its benchmark rate by just a quarter-point, rather than a half-point, when its next meeting ends Feb. 1.

For now, inflation is falling, with the national average price of a gallon of gas declining from a $5 a gallon peak in June to $3.27 a gallon as of Wednesday, according to AAA.
HCohen
0
quote:

HCohen schreef op 12 januari 2023 11:34:

[...]

We zullen er snel achterkomen(imo bepalend cijfer voor sentiment tot jaarcijfers), hieronder de verwachtingen(bron AP);

www.clickondetroit.com/business/2023/...

Geen echt positieve verassing dus, wel in lijn met (enigzins postieve) concencus

Consumer prices fell 0.1% in December, in line with expectations from economists
www.cnbc.com/2023/01/12/consumer-pric...
THU, JAN 12 2023
Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.

The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.

Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.

Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.
----------------------------------------------------------

In reactie op bovenstaand nieuws;

YIELDS dalen
www.wsj.com/market-data/quotes/bond/B...
!@#$!@!
0
quote:

!@#$!@! schreef op 12 januari 2023 11:22:

[...]

Vraag mij af of de stijging vandaag en gisteren al een anticipatie is op een meevallend cijfer.
Ben erg benieuwd.
Eerste reactie duidt erop dat men toch op een meevaller rekende, wel grappig dat het precies volgens verwachtingen was. Koers lijkt stand te houden, dus ben erg benieuwd naar het vervolg. Koers is al flink opgelopen natuurlijk.
Mendex
3
Unibail Rodamco (+4,0%) blijft maar stijgen. Ik heb het winkelvastgoedfonds getipt als flopper van het jaar, maar tot dusver krijg ik behoorlijk ongelijk.

Ik moet toegeven dat ik blij bent dat Niels Koerts ongelijk heeft tot op heden ;-)
Calendar
0
quote:

tradersonly schreef op 9 januari 2023 14:17:

[...]

Interactieve Brokers bedoel je? Even of topic maar Ik vind het vreemd dat ze de Rabo certificaten daar nog steeds op sell only hebben staan.
Ze snappen niets van Nederlandse effecten. Als ik daar de NL 1.75% 2023/07/15 aankoop krijg ik daar 0 dekkingswaarde op. Blijkbaar erg risicovol zo'n Nederlandse staatsobligatie die dit jaar op 100% wordt afgelost.
!@#$!@!
0
quote:

Calendar schreef op 13 januari 2023 16:00:

[...]

Ze snappen niets van Nederlandse effecten. Als ik daar de NL 1.75% 2023/07/15 aankoop krijg ik daar 0 dekkingswaarde op. Blijkbaar erg risicovol zo'n Nederlandse staatsobligatie die dit jaar op 100% wordt afgelost.
Heb je wel eens gevraagd waarom? Misschien herstellen ze dan de fout?
Calendar
0
quote:

!@#$!@! schreef op 13 januari 2023 17:27:

[...]

Heb je wel eens gevraagd waarom? Misschien herstellen ze dan de fout?
Ik had eerst een rekening bij LYNX maar IB is goedkoper. Ben een en ander nog aan het uitproberen dus nee. Heb het LYNX gevraagd (daar namelijk hetzelfde probleem), maar die verwezen naar IB dus dat is niet hoopvol. Zal eens een poging bij IB wagen.
berre72
3
quote:

Mendex schreef op 12 januari 2023 18:19:

Unibail Rodamco (+4,0%) blijft maar stijgen. Ik heb het winkelvastgoedfonds getipt als flopper van het jaar, maar tot dusver krijg ik behoorlijk ongelijk.

Ik moet toegeven dat ik blij bent dat Niels Koerts ongelijk heeft tot op heden ;-)
nog zeker 20 euro te laag
HCohen
0
- Beauty en Westfield London -

EXCLUSIVE: Sephora’s First New U.K. Store to Open in West London
Its first British store since 2005 will open its doors in March.
wwd.com/beauty-industry-news/beauty-f...

Sephora is planting its flag in London’s Westfield shopping center as it makes its brick-and-mortar return to the U.K.

Confirming a previous report by WWD, Sephora, part of LVMH Moët Hennessy Louis Vuitton, said it will open its first location in the U.K. since 2005 in the White City-located mall in West London in March.

The store will span 600 square meters and be wrapped in Sephora’s iconic black-and-white stripes, while the interior, the first of its kind in the world, will offer double-height ceilings, soft geometric shapes, ambient lighting, textured finishes and greenery.
------------------------------------------------------------------------------------

Space NK sees festive sales jump, plans new stores as it preps upsized Westfield debut
ww.fashionnetwork.com/news/Space-nk-s...,1476064.html#fashion-week-paris-men-ysl
Jan 16, 2023

Premium beauty retailer Space NK is to invest more money into its physical stores business, the company’s CEO has said following news of growth in sales over Christmas.

The London-based Manzanita Capital-owned firm said combined November and December sales rose 28% year-on-year, and they were a massive 60% above the same festive period in 2019, London newspaper the Evening Standard reported.

This was helped by its heavy investment in its digital operations, as well as a doubling of warehouse capacity, the fact that there were no pandemic restrictions at all for the first time since 2019, and also the debut of a flagship store at the new high-profile Battersea Power Station shopping mall. This opened as the Christmas shopping season began to pick up pace in October.

It's an important development for the brand that’s boosting the experience level in its physical stores with the new location including sustainability-focused refill stations and skincare treatment rooms.

The company’s stores are concentrated in key shopping areas with 23 of the 73 UK locations being in London.

And this week sees the opening of an upsized store at Westfield London, which is four times the size of its previous location. As well as coming hot on the heels of the opening of the Battersea store, its comes after last summer's debut of its first shop over two floors in London's Covent Garden.

CEO Andy Lightfoot said the company has plans for “at least” four more new UK openings this year.

He told the Evening Standard, that he believes physical retail provides “an essential aspect of customer experience. In 2023 Space NK will continue to evolve our store experience. We believe this is what needs to be done to connect with new and existing customers”.
Mendex
0
quote:

berre72 schreef op 16 januari 2023 17:41:

[...]

nog zeker 20 euro te laag
Helaas is mijn gak ook 74
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