Updates & Ideas

Segro - CEO buys shares

October 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The commercial property sector has been battered by Covid-19 and rising interest rates but falls have been indiscriminate and value is starting to appear. FTSE-100 rated Real Estate REIT Segro owns one of the most valuable portfolios of urban warehousing in the UK and boasts a remarkable record with net asset value per share increasing from 376p in 2010 to a high of 1137p in 2021 before pulling back to 966p last year after rising bond yields pricked toppy valuations. Founded in 1920 the business was originally a Slough vehicle park containing dis-used military vehicles and run-down factories, before it later converted the land into warehouses for industrial use located on the edges of major cities or near transport hubs. Wareho ...

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Brickability

Watches of Switzerland - Cluster buying by directors

Segro - Urban warehousing owner enjoys strong pipeline of new developments (December 2024)

Segro (June 2022)

Segro (November 2021)

Segro (April 2021)

Segro - Gain to date: 55% (November 2020)

Segro - Gain to date:â€ˆ47% (February 2020)

Segro - Urban warehousing landlord could benefit from â€œNo Dealâ€ stockpiling (September 2019)

Segro (April 2019)

Segro (December 2018)

Segro - Strong lettings growth (June 2018)

Segro - Commercial property group boasts terrific chart (May 2018)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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