2Yr·
Opinion for $VONOY
🚀 Bullish

By far my worst investment.

Admittedly, I am actually bullish on VONOVIA, but the current drop is insane.


Of course there are risks, but I see them as quite low for VONOVIA. Rents are paid, I think, even in a cooling economy ... and the rising interest rates should also make VONOVIA hardly to create, because they have quite long fixed interest rates. Or am I missing something here? Long I am and remain bullish. Nachkaufen I dare but believe now no longer ...

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The debts are secured long-term at fixed interest rates, new debts should not be taken up for the time being. Now there is 5% dividend and you should take the opportunity. I have the share at 45 € bought at 40 € at 36 € and today again put 10 pieces in the depot and will continue to tun☺️👍
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Real estate, especially in Germany, is currently too hot for me. Too much uncertainty in all directions.
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i bought the thing at 47€, don't understand the drop at all. but i'm just as bullish for the long term. i'm also very unsure about buying more, wait and see in the current market situation, you never know
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I bought more on Friday. In my opinion, there are only 3 ways in which Vonovia cannot grow in the long term:
1. demand for affordable housing and rents decrease
2. management suffers a total failure including balance sheet fraud
3. apartments are destroyed by war

All 3 are very unrealistic in my view, which is why I remain bullish 🚀
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Vonovia is also one of my big positions, but the dip is understandable.

There was a capital increase, the Berlin cluster risk with the DeuWo expropriation campaign, generally rising costs for materials and tradesmen (whether construction or maintenance) which cannot be passed on to the same extent, the dangerous Adler investment and then the rising interest rate makes new buildings more difficult and the dilution through stock dividends.

So I'm not bullish at all at the moment. Yes, we always get used to it, but that's still a lot of points. Are you not critical of this?
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