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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (63451)3/16/2020 7:16:37 AM
From: Nya_Quy  Read Replies (1) of 78778
 
WEHB is very illiquid, I guess because of that 66% holding by WEHA. Furthermore, to be honest, I am not comfortable shorting stuff in general at this stage of my "investment career", to put it grotesquely.
What you are describing happens more often than you would think. I do agree that the WHA.AS valuation seems extreme, but shopping malls trade a low valuations everywhere. I know of US Reits (not shopping malls) that trade at <50% of NAV (pre crisis of course, I don't think there are any bids right now) , with solid finances and they aren’t even malls. VNO is one I own in small quantities.
Does VNO also have something in their portfolio that is already priced by the market? That is how I know that the French and Dutch cash flows are given a value of zero or even negative.

Be safe,

-- Nya --
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