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ACE Liberty & Stone (ALSP ISD), an Aquis Apex market listed property trading company, released a very strong set of results for 1H21 in the shadow of Covid, beating our interim forecasts very comfortably. We maintain our year end forecasts. We expect ACE to continue to outperform the commercial property sector which has suffered stock declines averaging ~30%. Greater than 80% of rents collected vs. our 70% expectation. Rent deferrals written down £130k vs. our ~£250k expectation for the 1H21. Suspended the dividend against our expectation but prudent decision…READ ALSP RESEARCH NOTE
E-commerce platform providers are poised to see exponential growth owing largely to the surge in consumers online purchasing activities.
Key Points: Traffic at US bricks and mortar stores on Black Friday (27 Nov 2020) fell by 49% compared to last year, according to data from Sensormatic Solutions (a privately held company, providing analytical solutions to firms in the retail sector). Traffic for the six key weeks of the holiday season in 2020 in retail stores slowed down by…READ VIRTUAL HIGH STREET IS SET TO SURGE
In our previous blog we outlined the pressure on hospital margins and the entire hospital business model as a direct result of Covid-19. One solution is the sale by hospitals of your health data to research organisations, both commercial and not-for profit and insurers.
There is enough personal medical data on file to think of this as a ‘Big Data’ opportunity. The sale of personal healthcare information collected by hospitals, certainly in the US and UK,…READ HOSPITAL MARGINS ARE DOWN – IS SELLING YOUR HEALTH DATA A SOLUTION?
There is an opportunity for UK listed commercial property companies and it is simpler than any opportunity for residential listed property companies. This is not what you might expect.
The UK’s housing market (read residential property companies and residential REITs) has been a bureaucratic nightmare for years. The housing algorithm is considered skewed…READ WINNERS AND LOSERS OF THE PROPERTY SECTOR PANDEMIC
Peloton – US exercise equipment and media co. – announced on 10 Nov a partnership with Beyoncé. Peloton will create fitness classes for HBCUs.
Peloton Interactive Inc. (IXIC:PTON) has partnered with Beyoncé to create a series of classes based around Homecoming. Homecoming is an annual celebration carried out at historically black colleges and universities (HBCUs) in the US. Peloton, like other tech companies, is concerned it will be pushed out as the Covid-19 pandemic…READ PELOTON HAS IT RIGHT
The Scottish commercial real estate is booming in 2018, but at the start of the year this looked far from likely. After a rather slow 1Q start, levels of investment achieved record highs for 2Q18. A total £1.4bn has been invested in Scottish commercial real estate in 1H18, which is indicative of an 86% rise over FY17A investments. This level of real estate investment is markedly above the average volume growth for the entire UK, which is currently around 23%.
It hasn’t all been plain sailing for Scottish commercial real estate in 2018. The 1Q18 stats suggested…READ INVESTMENTS IN SCOTTISH COMMERCIAL REAL ESTATE GROW IN 2018