Hammerson(H2V)株式概要ハマーソンは都市ビジネスを展開している。英国、アイルランド、フランスの急成長都市に47億ポンド(2023年6月30日現在)のポートフォリオを有し、優良都市不動産のオーナー、オペレーター、デベロッパーである。 詳細H2V ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性2/6配当金3/6報酬当社が推定した公正価値より23.5%で取引されている 収益は年間2.54%増加すると予測されています 今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 4.93%の配当はフリーキャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るH2V Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€3.8266.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b727m2016201920222025202620282031Revenue UK£320.3mEarnings UK£281.3mAdvancedSet Fair ValueView all narrativesHammerson Plc 競合他社Hamborner REITSymbol: XTRA:HABAMarket cap: €412.4mCrombie Real Estate Investment TrustSymbol: TSX:CRR.UNMarket cap: CA$3.2bCurbline PropertiesSymbol: NYSE:CURBMarket cap: US$3.0bHomeCo Daily Needs REITSymbol: ASX:HDNMarket cap: AU$2.6b価格と性能株価の高値、安値、推移の概要Hammerson過去の株価現在の株価UK£3.8252週高値UK£4.2352週安値UK£3.06ベータ1.791ヶ月の変化-0.52%3ヶ月変化-7.38%1年変化18.80%3年間の変化36.43%5年間の変化-14.87%IPOからの変化-99.54%最新ニュースお知らせ • May 03Hammerson plc Announces Chief Financial Officer ChangesHammerson PLC announced that Himanshu Raja informed the Board of his intention to retire from his position as Chief Financial Officer. He will step down as CFO of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition. Richard Shaw, Deputy CFO, will become Interim CFO when Himanshu steps down. The Board will now commence a formal and thorough recruitment process to identify a permanent successor for Himanshu, which will include consideration of internal and external candidates.お知らせ • May 02+ 1 more updateHammerson PLC Announces Himanshu Raja to Step Down as Director, Effective August 12, 2026Hammerson PLC announces that Himanshu Raja will step down as a Director of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. He will step down as a Director of the Company on 12 August 2026, following publication of the Company's results for the half-year ended 30 June 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition.お知らせ • Feb 26Hammerson Plc, Annual General Meeting, Apr 30, 2026Hammerson Plc, Annual General Meeting, Apr 30, 2026.お知らせ • Feb 25+ 1 more updateHammerson Plc Recommends Final Cash Dividend for the Period Ended 31 December 2025, Payable on May 8, 2026Hammerson Plc recommended a final cash dividend of 8.56 pence per ordinary share ("Share") for the period ended 31 December 2025 (the "Final 2025 Dividend"), subject to approval by the shareholders of the Company at the 2026 Annual General Meeting (the "AGM"). The Final 2025 Dividend will be paid as a Property Income Distribution ("PID"), net of withholding tax where appropriate. Shares become "ex-dividend" on the JSE at the commencement of trading: March 25, 2026. Shares become "ex-dividend" on the LSE and on Euronext Dublin at the commencement of trading: March 26, 2026. Dividend record date (applicable to both the UK principal register and the SA branch register): March 27, 2026. Record date for UK Shareholders to participate in and vote at the AGM: April 24, 2026. Dividend Payment Date (UK, ROI and SA): May 8, 2026.お知らせ • Jan 28Hammerson Plc to Report Fiscal Year 2025 Results on Feb 25, 2026Hammerson Plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Feb 25, 2026お知らせ • Jan 07Hammerson plc Announces Termination of Rita-Rose Gagne as Director, Effective January 1, 2026Hammerson PLC announced the termination of MS Rita-Rose Gagne as director, Effective January 1, 2026.最新情報をもっと見るRecent updatesお知らせ • May 03Hammerson plc Announces Chief Financial Officer ChangesHammerson PLC announced that Himanshu Raja informed the Board of his intention to retire from his position as Chief Financial Officer. He will step down as CFO of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition. Richard Shaw, Deputy CFO, will become Interim CFO when Himanshu steps down. The Board will now commence a formal and thorough recruitment process to identify a permanent successor for Himanshu, which will include consideration of internal and external candidates.お知らせ • May 02+ 1 more updateHammerson PLC Announces Himanshu Raja to Step Down as Director, Effective August 12, 2026Hammerson PLC announces that Himanshu Raja will step down as a Director of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. He will step down as a Director of the Company on 12 August 2026, following publication of the Company's results for the half-year ended 30 June 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition.お知らせ • Feb 26Hammerson Plc, Annual General Meeting, Apr 30, 2026Hammerson Plc, Annual General Meeting, Apr 30, 2026.お知らせ • Feb 25+ 1 more updateHammerson Plc Recommends Final Cash Dividend for the Period Ended 31 December 2025, Payable on May 8, 2026Hammerson Plc recommended a final cash dividend of 8.56 pence per ordinary share ("Share") for the period ended 31 December 2025 (the "Final 2025 Dividend"), subject to approval by the shareholders of the Company at the 2026 Annual General Meeting (the "AGM"). The Final 2025 Dividend will be paid as a Property Income Distribution ("PID"), net of withholding tax where appropriate. Shares become "ex-dividend" on the JSE at the commencement of trading: March 25, 2026. Shares become "ex-dividend" on the LSE and on Euronext Dublin at the commencement of trading: March 26, 2026. Dividend record date (applicable to both the UK principal register and the SA branch register): March 27, 2026. Record date for UK Shareholders to participate in and vote at the AGM: April 24, 2026. Dividend Payment Date (UK, ROI and SA): May 8, 2026.お知らせ • Jan 28Hammerson Plc to Report Fiscal Year 2025 Results on Feb 25, 2026Hammerson Plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Feb 25, 2026お知らせ • Jan 07Hammerson plc Announces Termination of Rita-Rose Gagne as Director, Effective January 1, 2026Hammerson PLC announced the termination of MS Rita-Rose Gagne as director, Effective January 1, 2026.お知らせ • Dec 05Hammerson plc Announces Board and Committee ChangesHammerson plc announced that Méka Brunel, a Non-Executive Director of the Company, has notified the Board that she will step down as a Director on December 31, 2025. Méka is a member of the Remuneration and Nomination & Governance Committees. With effect from January 1, 2026, Robert Noel will become a member of the Remuneration Committee.お知らせ • Nov 22+ 1 more updateHammerson Plc Provides Financial Guidance for the Year 2026 and 2027Hammerson Plc provided financial guidance for the year 2026 and 2027. Further growth expected in 2026 and 2027 as the full benefits of its repositionings and acquisitions come through, underpinning the Group's medium-term guidance of an 8-10% EPRA EPS CAGR.お知らせ • Oct 10Hammerson plc Updates Earnings Guidance for the Fiscal Year 2025Hammerson Plc updated earnings guidance for the fiscal year 2025. For the period, company now expect earnings to be around £101 million.お知らせ • Sep 09Hammerson Announces CEO ChangesHammerson named Rob Wilkinson, former chief executive of AEW Europe, as its own next CEO, taking over the reins from Rita-Rose Gagné at the start of next year. Wilkinson led AEW Europe for more than 11 years, joining in 2009 as chief investment officer in Europe and becoming chief executive in 2014. He was a non-executive director at Grainger from 2015 to 2023 and has been a non-exec at Derwent London since 2024.お知らせ • Aug 01Hammerson Plc has completed a Follow-on Equity Offering in the amount of £138.488963 million.Hammerson Plc has completed a Follow-on Equity Offering in the amount of £138.488963 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,253,994 Price\Range: £2.87 Transaction Features: Regulation S; Subsequent Direct Listingお知らせ • Jul 31Hammerson plc Declares Interim Dividend for the Financial Year Ending 31 December 2025, Payable on October 16, 2025The Board of Directors of the Hammerson Plc has declared an interim dividend of 7.94 pence per ordinary share ("Share") for the financial year ending 31 December 2025. The Interim 2025 Dividend is payable on 16 October 2025 to shareholders on the register at the close of business on 5 September 2025.お知らせ • May 22Hammerson Plc (LSE:HMSO) acquired an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £190 million.Hammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £200 million on May 12, 2025. Hammerson Plc (LSE:HMSO) completed the acquisition of an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust on May 21, 2025. The purchase price is a net cash consideration of approximately £190 million.お知らせ • May 13+ 1 more updateHammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited for approximately £200 million.Hammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £200 million on May 12, 2025.お知らせ • May 12Hammerson Confirms It Is in A Process to Acquire the Units in the abrdn UK Shopping Centre TrustIn response to recent press speculation, Hammerson Plc (LSE:HMSO) confirmed it is in a process to acquire the units in the abrdn UK Shopping Centre Trust ("SCUT"), which holds the 59% of Brent Cross not already held by Hammerson for a net cash consideration of around £200 million. Hammerson's existing managing stake, together with the SCUT units already acquired or for which binding contracts have been exchanged, currently represents an economic interest in Brent Cross of over 90%. The process is ongoing and a further update will follow in due course.お知らせ • Mar 19Hammerson Plc, Annual General Meeting, May 15, 2025Hammerson Plc, Annual General Meeting, May 15, 2025. Location: marble arch house, 66 seymour street, w1h 5bx, london United Kingdomお知らせ • Feb 26Hammerson plc Recommends Final Cash Dividend for the Year Ended December 31, 2024, Payable on June 3, 2025The Board of Directors of Hammerson Plc has recommended a final cash dividend of 8.07 pence per ordinary share for the period ended 31 December 2024 (the "Final 2024 Dividend"), subject to approval by the shareholders of the Company at the 2025 Annual General Meeting. The dividend Payable on June 3, 2025 with record date of April 25, 2025 and ex-date of April 24, 2025.お知らせ • Jan 29Hammerson Plc to Report Fiscal Year 2024 Results on Feb 26, 2025Hammerson Plc announced that they will report fiscal year 2024 results on Feb 26, 2025お知らせ • Nov 08Hammerson Plc (LSE:HMSO) acquired the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited for £135 million.Hammerson Plc (LSE:HMSO) acquired the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited for £135 million on November 7, 2024. The funding for the consideration will come from the proceeds Hammerson recently obtained from selling its stake in Value Retail. Hammerson Plc (LSE:HMSO) completed the acquisition of the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited on November 7, 2024.Reported Earnings • Jul 29First half 2024 earnings released: UK£0.005 loss per share (vs UK£0.007 loss in 1H 2023)First half 2024 results: UK£0.005 loss per share (improved from UK£0.007 loss in 1H 2023). Revenue: UK£100.0m (down 10% from 1H 2023). Net loss: UK£24.1m (loss narrowed 28% from 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jul 25Hammerson plc Has Declares Interim Dividend for the Period Ending 31 December 2024, Payable on September 30, 2024Hammerson Plc has declared an interim dividend of 0.756 pence per ordinary share ("Share") for the period ending 31 December 2024. The Interim 2024 Dividend is payable on 30 September 2024 to shareholders on the register at the close of business on 23 August 2024.お知らせ • Jun 26Hammerson Plc to Report First Half, 2024 Results on Jul 25, 2024Hammerson Plc announced that they will report first half, 2024 results on Jul 25, 2024Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Non-Executive Director Habib Annous was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Mar 21Hammerson Plc, Annual General Meeting, Apr 25, 2024Hammerson Plc, Annual General Meeting, Apr 25, 2024, at 09:00 Coordinated Universal Time. Location: Marble Arch House, 66 Seymour Street London W1H 5BX, United Kingdom London United Kingdomお知らせ • Mar 13Hammerson Plc (LSE:HMSO) commences an Equity Buyback Plan for 499,457,436 shares, representing 10% of its issued share capital, under the authorization approved on May 4, 2023.Hammerson plc (LSE:HMSO) commences share repurchases on March 12, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 4, 2023. As per the mandate, the company is authorized to repurchase up to 499,457,436 ordinary shares, representing 10% of its issued share capital. The minimum price which may be paid for any such share is £0.05 and the maximum price (excluding expenses) which may be paid for any such share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share in the company as derived from The London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such share is contracted to be purchased and the higher of the price of the last independent trade and the highest current independent bid for an ordinary share in the company. The repurchased shares will be held in treasury or will be cancelled. The program will be valid till the next Annual General Meeting or till August 4, 2024, whichever is earlier. As of May 4, 2023, the company had 4,994,574,360 ordinary shares in issue and had 7,691,247 shares in treasury.Reported Earnings • Mar 01Third quarter 2023 earnings released: UK£0.005 loss per share (vs UK£0.02 loss in 3Q 2022)Third quarter 2023 results: UK£0.005 loss per share (improved from UK£0.02 loss in 3Q 2022). Revenue: UK£8.40m (down 90% from 3Q 2022). Net loss: UK£25.1m (loss narrowed 77% from 3Q 2022). Revenue is expected to fall by 2.4% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 29Hammerson plc Proposes Final Dividend for Period Ending December 31, 2023, Payable on May 10, 2024The Board of Directors of Hammerson Plc has recommended a final cash dividend of 0.78 pence per ordinary share ("Share") for the period ended 31 December 2023 (the "Final 2023 Dividend"), subject to approval by the shareholders of the Company at the 2024 Annual General Meeting. The Final 2023 Dividend will be paid as a non-Property Income Distribution,and treated as an ordinary UK company dividend. Dividend Payment Date 10 May, 2024.お知らせ • Feb 02Hammerson Plc to Report Fiscal Year 2023 Results on Feb 29, 2024Hammerson Plc announced that they will report fiscal year 2023 results on Feb 29, 2024お知らせ • Jan 11Sofidy SA and Klépierre (ENXTPA:LI) signed an agreement to acquire O'Parinor Shopping Centre from Hammerson Plc (LSE:HMSO) and National Pension Service.Sofidy SA and Klépierre (ENXTPA:LI) signed an agreement to acquire O'Parinor Shopping Centre from Hammerson Plc (LSE:HMSO) and National Pension Service on January 9, 2024. As part of this acquisition, Sofidy and Klépierre agree on a capital partnership (respectively 75% and 25% of the capital) and operational partnership in order to take over the asset from Hammerson and the Korean fund National Pension Service of Korea (NPS ). Klépierre being entrusted with the rental and property management contract for the shopping center, and Sofidy with the management of the companies involved. Closing of the transaction is envisaged in early 2024, subject to the usual conditions.お知らせ • Nov 15Hammerson Reportedly Is in Detailed Talks to Sell Its 40% Stake in Value RetailHammerson Plc (LSE:HMSO) is in detailed talks to sell its stake in Value Retail PLC, owner of the Bicester Village retail complex, for about £1 billion. Sky News has learnt that Hammerson, the FTSE-250 owner of London's Brent Cross and Birmingham's Bullring malls, is talking to a number of investors about buying its interest in Value Retail. Rival property industry executives said on 13 November 2023 that they understood that Hammerson could strike a deal to offload its roughly 40% stake in Value Retail before the end of the year. In a statement issued to Sky News, Hammerson said: "Value Retail is an attractive portfolio but, as we've previously stated, it's not part of our core proposition to have an investment in a platform. "We are not forced sellers and will look to maximise our options at the right time." A sale of its stake in Value Retail has been on the cards for some time, but news that it may be announced within weeks is likely to please shareholders.New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).New Risk • Jul 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (7.9% increase in shares outstanding).Reported Earnings • Jul 30First half 2023 earnings released: EPS: UK£0 (vs UK£0.01 in 1H 2022)First half 2023 results: EPS: UK£0 (down from UK£0.01 in 1H 2022). Revenue: UK£117.5m (down 15% from 1H 2022). Net loss: UK£1.20m (down 102% from profit in 1H 2022). Revenue is expected to fall by 11% p.a. on average during the next 3 years compared to a 3.4% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 157% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.お知らせ • Jul 06Hammerson Plc to Report First Half, 2023 Results on Jul 27, 2023Hammerson Plc announced that they will report first half, 2023 results on Jul 27, 2023お知らせ • May 06Hammerson Plc Elects Nick Hughes and Craig Tate as DirectorHammerson Plc elected Nick Hughes and Craig Tate as Director of the Company, at the 2023 AGM held on 4 May 2023.Reported Earnings • Mar 10Full year 2022 earnings released: UK£0.033 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.033 loss per share (improved from UK£0.093 loss in FY 2021). Revenue: UK£288.0m (up 4.8% from FY 2021). Net loss: UK£164.2m (loss narrowed 60% from FY 2021). Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 1.9%.お知らせ • Jan 17Hammerson plc to Report Fiscal Year 2022 Results on Mar 09, 2023Hammerson plc announced that they will report fiscal year 2022 results on Mar 09, 2023Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Habib Annous was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 20Hammerson plc Appoints Habib Annous as Member of the Investment and Disposal CommitteeHammerson plc announced the appointment of Habib Annous as a member of the Investment and Disposal Committee with immediate effect. Habib was appointed to the Board on 5 May 2021 as a Non-Executive Director. Habib is Chair of the Remuneration Committee and is a member of the Audit Committee and Nomination Committee.お知らせ • Oct 12Hammerson plc Announces Board ResignationsHammerson plc announced that Des de Beer, Non-Executive Director, has informed the Board of his decision to step down as a director of the Company with immediate effect. The appointment of Alan Olivier as alternate director to Des de Beer has also ceased with immediate effect.Reported Earnings • Jul 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£354.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to decline by 23% while the industry in Germany is not expected to grow.お知らせ • Jul 28Hammerson plc Declares Interim Dividend for the Period Ended 31 December 2022, Payable on 3 November 2022The Board of Directors of Hammerson plc has declared an interim dividend of 0.2 pence per ordinary share ("Share") for the period ended 31 December 2022 (the "Interim 2022 Dividend"). Record date (applicable to both the UK principal register and the SA branch register) is 7 October 2022. Dividend Payment Date is 3 November 2022.お知らせ • Jun 29Hammerson plc to Report First Half, 2022 Results on Jul 28, 2022Hammerson plc announced that they will report first half, 2022 results on Jul 28, 2022Buying Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €0.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 7.2% in a year. Earnings is forecast to grow by 71% in the next year.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. Senior Independent Director Gwyn Burr is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 01Hammerson plc Appoints Adam Metz as Non-Executive DirectorHammerson plc announced that its Non-Executive Director, Adam Metz, has been appointed with effect from 30 March 2022 as a Non-Executive Director of Seritage Growth Properties, a real estate investment trust listed on the New York Stock Exchange.Recent Insider Transactions • Mar 24Independent Non-Executive Director recently bought €91k worth of stockOn the 21st of March, Habib Annous bought around 250k shares on-market at roughly €0.37 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €472k more in shares than they have sold in the last 12 months.Breakeven Date Change • Mar 17Forecast breakeven date moved forward to 2022The 9 analysts covering Hammerson previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£65.6m in 2022. Earnings growth of 98% is required to achieve expected profit on schedule.お知らせ • Mar 06+ 2 more updatesHammerson plc, Annual General Meeting, Apr 28, 2022Hammerson plc, Annual General Meeting, Apr 28, 2022, at 10:00 Coordinated Universal Time. Agenda: To consider approval of the Final 2021 Dividend and the Enhanced Scrip Dividend Alternative.Reported Earnings • Mar 05Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: UK£134.8m (down 47% from FY 2020). Net loss: UK£409.3m (loss narrowed 76% from FY 2020). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 82% while thereits industry in Germany is not expected to grow.お知らせ • Feb 24Hammerson plc Announces Board ChangesHammerson plc announced that its Non-Executive Director, Des de Beer, has appointed Alan Olivier to act as his alternate when he is unable to attend Board and Committee meetings due to his ongoing commitments as CEO of a listed company in South Africa. Mr. Olivier is currently the Chair of the Board of Resilient REIT Limited. He served as a Director and then Chair of the UK P&I Club Board from 2000-2018.お知らせ • Feb 22Redical Holdings AG agreed to acquire Victoria Gate and Victoria Quarter Shopping Centres from Hammerson plc (LSE:HMSO) for £120 million.Redical Holdings AG agreed to acquire Victoria Gate and Victoria Quarter Shopping Centres from Hammerson plc (LSE:HMSO) for £120 million on February 21, 2022. John Waples and Dido Laurimore of FTI Consulting Management Limited acted as financial advsor to Hammerson.お知らせ • Feb 21Hammerson plc in Discussions with Entities Related to Redical HoldingsHammerson plc (LSE:HMSO) confirmed that it is in discussions with entities related to Redical Holdings AG on terms for a possible sale of its Victoria Gate and Victoria Quarter shopping centres. There can be no certainty that a transaction will take place, but the Company confirms the pricing under discussion is £120 million, which would represent a class 2 transaction. The Company will provide a further announcement if appropriate.お知らせ • Feb 04Hammerson plc to Report Fiscal Year 2021 Results on Mar 04, 2022Hammerson plc announced that they will report fiscal year 2021 results on Mar 04, 2022お知らせ • Jan 22Henderson Park Capital Management and Eurofund Group completed the acquisition of Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board.Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million on December 14, 2021. Under the terms of agreement, consideration was paid in cash and a deposit of £40 million is currently being held in escrow. Hammerson has received £70 million as his share. The transaction is expected to complete in Q1 2022. The proceeds of these disposals will further strengthen the balance sheet by reducing net debt, ahead of reinvestment in flagship assets for growth. Bryan Cave Leighton Paisner LLP acted as legal advisor, brodies alvarez marsal acted as management consultant and Time Retail Partners acted as retail property consultant to Hammerson and Canada Pension Plan Investment Board. Henderson Park Capital Management and Eurofund Group completed the acquisition of Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board on January 21, 2022.Recent Insider Transactions • Dec 23Independent Non-Executive Director recently bought €62k worth of stockOn the 17th of December, Habib Annous bought around 165k shares on-market at roughly €0.38 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €232k more in shares than they have sold in the last 12 months.お知らせ • Dec 16Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million.Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million on December 14, 2021. Under the terms of agreement, consideration was paid in cash and a deposit of £40 million is currently being held in escrow. Hammerson has received £70 million as his share. The transaction is expected to complete in Q1 2022. The proceeds of these disposals will further strengthen the balance sheet by reducing net debt, ahead of reinvestment in flagship assets for growth. Bryan Cave Leighton Paisner LLP acted as legal advisor, brodies alvarez marsal acted as management consultant and Time Retail Partners acted as retail property consultant to Hammerson and Canada Pension Plan Investment Board.お知らせ • Nov 30Hammerson in Talks to Sell Silverburn Shopping CenterHammerson plc (LSE:HMSO) said on November 29, 2021 it is in talks to potentially sell Silverburn, its shopping center near Glasgow, for around GBP 140 million ($186.7 million). The U.K.-based real-estate investment trust said disposals of noncore assets remains a near-term priority to strengthen its balance sheet, rebalance the portfolio and enable it to recycle capital for investment. Silverburn is held in a 50-50 joint venture with CPP Investment Board. Hammerson didn't specify who the discussions were with. There can be no certainty a transaction will take place, the company said.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 10 analysts covering Hammerson expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.6m in 2022. Average annual earnings growth of 75% is required to achieve expected profit on schedule.Recent Insider Transactions • Aug 12Independent Non-Executive Director recently bought €84k worth of stockOn the 9th of August, Adam Metz bought around 200k shares on-market at roughly €0.42 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.8m more in shares than they have sold in the last 12 months.Breakeven Date Change • Aug 11No longer forecast to breakevenThe 10 analysts covering Hammerson no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of UK£59.4m in 2023. New consensus forecast suggests the company will make a loss of UK£59.0m in 2023.Executive Departure • May 07Non-Executive Independent Director has left the companyOn the 4th of May, Pierre Bruno Bouchut's tenure as Non-Executive Independent Director ended after 6.2 years in the role. As of December 2020, Pierre Bruno personally held only 27.35k shares (€7.9k worth at the time). A total of 4 executives have left over the last 12 months.Executive Departure • Apr 28CFO & Director has left the companyOn the 26th of April, James Lenton's tenure as CFO & Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under James' name. A total of 3 executives have left over the last 12 months.Reported Earnings • Mar 31Full year 2020 earnings released: UK£0.77 loss per share (vs UK£3.76 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£254.5m (down 31% from FY 2019). Net loss: UK£1.73b (loss widened 201% from FY 2019). Net asset value (NAV) per share: €0.93 (down 86% from FY 2019). The current share price is 59% lower than NAV per share. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.お知らせ • Mar 14An unknown buyer acquired an unknown minority stake Brent South shopping in UK from Hammerson plc (LSE:HMSO) for £73 million.An unknown buyer acquired an unknown minority stake in Brent South shopping in UK from Hammerson plc (LSE:HMSO) for £73 million on March 12, 2021. In a related party transaction, Hammerson plc is selling two French joint ventures. An unknown buyer completed the acquisition of an unknown minority stake Brent South shopping in UK from Hammerson plc (LSE:HMSO) on March 12, 2021.Reported Earnings • Mar 13Full year 2020 earnings released: UK£0.77 loss per share (vs UK£3.76 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£182.9m (down 51% from FY 2019). Net loss: UK£1.73b (loss widened 201% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 89% per year but the company’s share price has only fallen by 75% per year, which means it has not declined as severely as earnings.お知らせ • Mar 13Hammerson plc Announces Changes to Its BoardHammerson announced that Pierre Bouchut, Non-Executive Director and Chair of the Audit Committee has informed the Board that he will not stand for re-election at the 2021 Annual General Meeting. The Board has asked Mike Butterworth to succeed Pierre as Chair of the Audit Committee once Pierre stands down at the end of the Meeting. The Board also announces the appointment of Habib Annous as a Non-Executive Director with effect from 5th May 2021. Habib will become a member of the Audit, Nomination and Remuneration Committees. Habib brings 30 years' experience in investment management across a range of sectors. Most recently, he was a partner at Capital Group, an active investment management business with assets under management of over $2 trillion, from 2002 to 2020.お知らせ • Mar 12+ 1 more updateHammerson plc Proposes Final Dividend for the Period Ended 31 December 2020, Payable on 13 May 2021The Board of Directors of the Hammerson plc has proposed a final dividend of 0.2 pence per share for the period ended 31 December 2020, subject to approval by the shareholders of the Company at the Annual General Meeting to be held on 4 May 2021. The dividend is payable on 13 May 2021 Record date is 6 April 2021. Ex-dividend on the London Stock Exchange is 1 April 2021.Is New 90 Day High Low • Feb 26New 90-day high: €0.29The company is up 6.0% from its price of €0.27 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.27 per share.お知らせ • Feb 16Hammerson plc to Report Fiscal Year 2020 Results on Mar 12, 2021Hammerson plc announced that they will report fiscal year 2020 results on Mar 12, 2021お知らせ • Jan 15Hammerson plc Announces James Lenton Step Down from His Role as Chief Financial OfficerHammerson announced that James Lenton has informed the Board of his wish to step down from his role as Chief Financial Officer. The Board has commenced a search for his successor and James will continue as Chief Financial Officer and as an Executive Director of the Company until his successor has joined.Is New 90 Day High Low • Dec 28New 90-day high: €0.29The company is up 68% from its price of €0.17 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.46 per share.お知らせ • Dec 23Hammerson plc Announces Appointment of Mike Butterworth as Non-Executive Director and member of the Audit Committee, Effect from 1 January 2021Hammerson plc announced the appointment of Mike Butterworth as a Non-Executive Director with effect from 1 January 2021. Mike will also become a member of the Audit Committee. Mike brings 25 years' experience in senior finance roles in FTSE 250, Small Cap and AIM businesses across a broad range of sectors including manufacturing, technology, communications, healthcare and beverages. He was CFO of Incepta Group, prior to its acquisition by Huntsworth in 2005, and then Cookson Group until its demerger in 2012. He also has extensive Board experience and is currently Non-Executive Director and Chair of the Audit Committee at Pressure Technologies Plc and at Stock Spirits Group Plc. A graduate of Oxford, Mike started his early career with Arthur Andersen.お知らせ • Dec 21Hammerson plc(LSE:HMSO) dropped from FTSE All-Small Index (GBP)Hammerson plc(LSE:HMSO) dropped from FTSE All-Small Index (GBP)お知らせ • Nov 27Hammerson plc Appoints Gregoire Peureux as Chief Operating OfficerHammerson plc announced the appointment of Gregoire Peureux to the newly created role of Chief Operating Officer. Gregoire will join the Group Executive Committee and will focus on the delivery of strategic initiatives at a Group level. Gregoire has more than 17 years of experience in the real estate industry. He joins Hammerson from Rove Capital Partners, a boutique real estate investment advisor, where he was a founding partner. He had previously worked at Ivanhoe Cambridge for over 13 years, initially as Chief Financial Officer for Europe, and subsequently acting Head of Europe, responsible for the investment, asset management, operations and finance activities for a diversified EUR 5 billion portfolio across the UK and Continental Europe. Gregoire spent his early career at KPMG, and holds an MSc from HEC Paris with a major in Finance. He graduated from Insead in 2019. He is fluent in both French and English.お知らせ • Nov 03APG Strategic Real Estate Pool NV managed by APG Asset Management NV completed the acquisition of remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO).APG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately £270 million on August 6, 2020. The final consideration is subject to a number of customary balance sheet adjustments at completion. As part of the disposal, Hammerson has agreed to assign at par (for cash consideration) to APG Strategic Real Estate Pool NV managed by APG Asset Management NV at completion of the disposal a shareholder loan advanced by Hammerson to Zweibrücken Lux Holdco S.à r.l. For the year ended December 31, 2019, VIA Outlets reported operating profit of £54.4 million and revenues of £45.6 million. As on September 1, 2020, Robert Noel has joined the Board of the Hammerson plc and will succeed David Tyler as Non-Executive Chair from September 7, 2020. Completion of the disposal is subject to a number of conditions including shareholder approval and obtaining merger control approvals in Germany, Spain and Portugal. The Directors are confident that APG Strategic Real Estate Pool NV managed by APG Asset Management NV will receive the necessary regulatory approvals for the Disposal in the first phase and without any requirement to give undertakings to any regulatory authority. The disposal is conditional on all resolutions, including the resolutions to approve the Rights Issue and Capital Reorganization, having been passed by shareholders at the General Meeting, and admission of the new shares to the official list becoming effective. As on September 1, 2020, Hammerson plc shareholder approved the acquisition. The transaction is expected to complete in complete in the fourth quarter of 2020. The proceeds will be used by Hammerson plc to reduce debt. the capital reorganization will be on September 1, 2020 (today) and the effective date for the capital reorganization will be September 2, 2020. Amanda Howard,Kristy Duane, Preena Gandhi, Russell Hoare and Cheryl Gurnham of CMS acted as legal advisors for APG, CMS team was led by the London office and CMS Albiñana & Suárez de Lezo Madrid office provided cross-border advice with a Competition & EU department team led by partner Carlos Vérgez. J.P. Morgan Cazenove Limited, Morgan Stanley & Co. International plc and Lazard & Co., Limited acted as financial advisors while Alex Kay, Mike Flockhart, Tom O’Neill, Will Arrenberg, Steffen Hörner, Simon Chadney, Jake Jackaman, Sarah McNally, Susan Black and Don Rowlands of Herbert Smith Freehills acted as legal advisor to Hammerson. UBS Group AG acted a financial advisor to APG Asset Management NV. Matthew Shaxson of Ogier Legal Limited Partnership and CMS Cameron McKenna Nabarro Olswang LLP both acted as legal advisors to APG Asset Management NV. Derk Lemstra and IJsbrand van Straten of Stibbe acted as legal advisor to Hammerson. APG Strategic Real Estate Pool NV managed by APG Asset Management NV completed the acquisition of remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) on November 2, 2020.お知らせ • Oct 15Hammerson plc Appoints Rita-Rose Gagné as New Chief ExecutiveHammerson plc appointed Rita-Rose Gagné as new chief executive. Rita-Rose Gagné was most recently president of growth markets at Montrealbased real estate company Ivanhoé Cambridge where she had responsibility for £6 billion of assets across Asia Pacific and Latin America. She joined Ivanhoé Cambridge in 2006 and held a variety of roles including senior vice-president of legal affairs and executive vice-president of global strategy. Ms Gagné is also a lawyer and has worked in property markets across the world, including the UK, France and Germany.お知らせ • Oct 06Slate Asset Management L.P. acquired Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) for £33 million.Slate Asset Management L.P. acquired Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) on February 21, 2020. In a related transaction, Orion European Real Estate Fund V acquired seven retail park portfolio from Hammerson plc and in another transaction, Hammerson plc sold Parc Tawe in Swansea for a total of £55 million (€63.8 million). Morgan Stanley (NYSE:MS) acted as financial advisor while Herbert Smith Freehills LLP acted as legal advisor for Hammerson plc. Goodwin Procter acted as the legal advisor to Slate in the transaction. Slate Asset Management L.P. completed the acquisition of Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) for £33 million on February 21, 2020.お知らせ • Oct 01+ 1 more updateHammerson plc Announces Appointment of Rita-Rose Gagné as Chief Executive OfficerHammerson plc announced the appointment of Rita-Rose Gagné as Chief Executive Officer. Gagné was most recently President of Growth Markets at the global real estate company Ivanhoé Cambridge where she had responsibility for $7.6bn of real estate assets across Asia Pacific and Latin America. She joined Ivanhoé Cambridge in 2006 and held a variety of roles from Senior Vice President, Legal Affairs and General Counsel at Société immobilière Trans-Québec to Executive Vice President of Global Strategy, Portfolio Management and Investment Funds at Ivanhoé Cambridge. As Executive Vice President, Rita-Rose was tasked with developing, leading and executing the investment strategy in Asia and Latin America, prior to being made President of Growth Markets. It is anticipated that she will take up her new role with Hammerson before the end of the year. David Atkins will continue to serve as CEO until Gagné joins the Company.お知らせ • Sep 28Hammerson plc has completed a Follow-on Equity Offering in the amount of £551.731399 million.Hammerson plc has completed a Follow-on Equity Offering in the amount of £551.731399 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,678,209,328 Price\Range: £0.15 Transaction Features: Regulation S; Rights Offering; Rule 144Aお知らせ • Sep 21+ 6 more updatesHammerson plc(UNQ:) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Hammerson plc(UNQ:) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)お知らせ • Aug 07+ 1 more updateAPG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately €300 million.APG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately €300 million on August 6, 2020. The final consideration is subject to a number of customary balance sheet adjustments at completion. As part of the disposal, Hammerson has agreed to assign at par (for cash consideration) to APG Strategic Real Estate Pool NV managed by APG Asset Management NV at completion of the disposal a shareholder loan advanced by Hammerson to Zweibrücken Lux Holdco S.à r.l. owing approximately €0.12 million. Completion of the disposal is subject to a number of conditions including shareholder approval and obtaining merger control approvals in Germany, Spain and Portugal. The Directors are confident that APG Strategic Real Estate Pool NV managed by APG Asset Management NV will receive the necessary regulatory approvals for the Disposal in the first phase and without any requirement to give undertakings to any regulatory authority. The disposal is conditional on all resolutions, including the resolutions to approve the Rights Issue and Capital Reorganization, having been passed by shareholders at the General Meeting, and admission of the new shares to the official list becoming effective. The transaction is expected to complete in complete in the fourth quarter of 2020.お知らせ • Jul 22Hammerson plc to Report First Half, 2020 Results on Aug 06, 2020Hammerson plc announced that they will report first half, 2020 results on Aug 06, 2020株主還元H2VDE Retail REITsDE 市場7D4.4%2.0%3.2%1Y18.8%11.6%2.5%株主還元を見る業界別リターン: H2V過去 1 年間で11.6 % の収益を上げたGerman Retail REITs業界を上回りました。リターン対市場: H2V過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is H2V's price volatile compared to industry and market?H2V volatilityH2V Average Weekly Movement4.5%Retail REITs Industry Average Movement3.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: H2V 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: H2Vの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1942124Rob Wilkinsonwww.hammerson.comハマーソンは都市ビジネスを展開している。英国、アイルランド、フランスの急成長都市に47億ポンド(2023年6月30日現在)の優良都市不動産を所有、運営、開発。当社のポートフォリオと隣接する土地は、当社の経験と能力を活用し、卓越した都市中心部のデスティネーションを創造・管理することで、価値を高め、近隣地域全体を再構築する機会を提供します。毎年1億7500万人の観光客を迎え入れ、小売、飲食、社交の分野で2万人以上の雇用を支えています。バーミンガムのブルリング(Bullring)、レディングのオラクル(The Oracle)、ダブリンのダンドラム・エステート(Dundrum Estate)、マルセイユのテラス・デュ・ポート(Terraces du Port)などです。また、オックスフォードシャーのビスター・ビレッジなど、バリュー・リテールやクラス最高のビレッジへの投資も行っています。ハマーソンはまた、80エーカーの魅力的な開発前・戦略用地を保有しています。これには、補完的な隣接地が含まれ、既存不動産の規模と多様性の両方を強化するオプション性を生み出すほか、独立した土地の機会もあります。バーミンガムのMartineau GalleriesやショーディッチのBishopsgate Goodsyardなどである。もっと見るHammerson Plc 基礎のまとめHammerson の収益と売上を時価総額と比較するとどうか。H2V 基礎統計学時価総額€2.06b収益(TTM)€268.77m売上高(TTM)€306.06m7.6xPER(株価収益率6.7xP/SレシオH2V は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計H2V 損益計算書(TTM)収益UK£264.30m売上原価UK£81.80m売上総利益UK£182.50mその他の費用-UK£49.60m収益UK£232.10m直近の収益報告Dec 31, 2025次回決算日Aug 12, 2026一株当たり利益(EPS)0.44グロス・マージン69.05%純利益率87.82%有利子負債/自己資本比率75.4%H2V の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.9%現在の配当利回り77%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 19:24終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hammerson Plc 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Kyle RollinsonArqaam Capital Research Offshore S.A.L.Eleanor FrewBarclaysPaul MayBarclays23 その他のアナリストを表示
お知らせ • May 03Hammerson plc Announces Chief Financial Officer ChangesHammerson PLC announced that Himanshu Raja informed the Board of his intention to retire from his position as Chief Financial Officer. He will step down as CFO of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition. Richard Shaw, Deputy CFO, will become Interim CFO when Himanshu steps down. The Board will now commence a formal and thorough recruitment process to identify a permanent successor for Himanshu, which will include consideration of internal and external candidates.
お知らせ • May 02+ 1 more updateHammerson PLC Announces Himanshu Raja to Step Down as Director, Effective August 12, 2026Hammerson PLC announces that Himanshu Raja will step down as a Director of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. He will step down as a Director of the Company on 12 August 2026, following publication of the Company's results for the half-year ended 30 June 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition.
お知らせ • Feb 26Hammerson Plc, Annual General Meeting, Apr 30, 2026Hammerson Plc, Annual General Meeting, Apr 30, 2026.
お知らせ • Feb 25+ 1 more updateHammerson Plc Recommends Final Cash Dividend for the Period Ended 31 December 2025, Payable on May 8, 2026Hammerson Plc recommended a final cash dividend of 8.56 pence per ordinary share ("Share") for the period ended 31 December 2025 (the "Final 2025 Dividend"), subject to approval by the shareholders of the Company at the 2026 Annual General Meeting (the "AGM"). The Final 2025 Dividend will be paid as a Property Income Distribution ("PID"), net of withholding tax where appropriate. Shares become "ex-dividend" on the JSE at the commencement of trading: March 25, 2026. Shares become "ex-dividend" on the LSE and on Euronext Dublin at the commencement of trading: March 26, 2026. Dividend record date (applicable to both the UK principal register and the SA branch register): March 27, 2026. Record date for UK Shareholders to participate in and vote at the AGM: April 24, 2026. Dividend Payment Date (UK, ROI and SA): May 8, 2026.
お知らせ • Jan 28Hammerson Plc to Report Fiscal Year 2025 Results on Feb 25, 2026Hammerson Plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Feb 25, 2026
お知らせ • Jan 07Hammerson plc Announces Termination of Rita-Rose Gagne as Director, Effective January 1, 2026Hammerson PLC announced the termination of MS Rita-Rose Gagne as director, Effective January 1, 2026.
お知らせ • May 03Hammerson plc Announces Chief Financial Officer ChangesHammerson PLC announced that Himanshu Raja informed the Board of his intention to retire from his position as Chief Financial Officer. He will step down as CFO of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition. Richard Shaw, Deputy CFO, will become Interim CFO when Himanshu steps down. The Board will now commence a formal and thorough recruitment process to identify a permanent successor for Himanshu, which will include consideration of internal and external candidates.
お知らせ • May 02+ 1 more updateHammerson PLC Announces Himanshu Raja to Step Down as Director, Effective August 12, 2026Hammerson PLC announces that Himanshu Raja will step down as a Director of the Company on August 12, 2026, following publication of the Company's results for the half-year ended June 30, 2026. He will step down as a Director of the Company on 12 August 2026, following publication of the Company's results for the half-year ended 30 June 2026. After five years as Hammerson's CFO and a career spanning 40 years with 15 years as a listed company CFO, across a multitude of sectors, Himanshu has decided now is the right time for him to retire. Himanshu will remain employed by the Company for the next 12 months. During this period, he will remain available to assist with an orderly transition.
お知らせ • Feb 26Hammerson Plc, Annual General Meeting, Apr 30, 2026Hammerson Plc, Annual General Meeting, Apr 30, 2026.
お知らせ • Feb 25+ 1 more updateHammerson Plc Recommends Final Cash Dividend for the Period Ended 31 December 2025, Payable on May 8, 2026Hammerson Plc recommended a final cash dividend of 8.56 pence per ordinary share ("Share") for the period ended 31 December 2025 (the "Final 2025 Dividend"), subject to approval by the shareholders of the Company at the 2026 Annual General Meeting (the "AGM"). The Final 2025 Dividend will be paid as a Property Income Distribution ("PID"), net of withholding tax where appropriate. Shares become "ex-dividend" on the JSE at the commencement of trading: March 25, 2026. Shares become "ex-dividend" on the LSE and on Euronext Dublin at the commencement of trading: March 26, 2026. Dividend record date (applicable to both the UK principal register and the SA branch register): March 27, 2026. Record date for UK Shareholders to participate in and vote at the AGM: April 24, 2026. Dividend Payment Date (UK, ROI and SA): May 8, 2026.
お知らせ • Jan 28Hammerson Plc to Report Fiscal Year 2025 Results on Feb 25, 2026Hammerson Plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Feb 25, 2026
お知らせ • Jan 07Hammerson plc Announces Termination of Rita-Rose Gagne as Director, Effective January 1, 2026Hammerson PLC announced the termination of MS Rita-Rose Gagne as director, Effective January 1, 2026.
お知らせ • Dec 05Hammerson plc Announces Board and Committee ChangesHammerson plc announced that Méka Brunel, a Non-Executive Director of the Company, has notified the Board that she will step down as a Director on December 31, 2025. Méka is a member of the Remuneration and Nomination & Governance Committees. With effect from January 1, 2026, Robert Noel will become a member of the Remuneration Committee.
お知らせ • Nov 22+ 1 more updateHammerson Plc Provides Financial Guidance for the Year 2026 and 2027Hammerson Plc provided financial guidance for the year 2026 and 2027. Further growth expected in 2026 and 2027 as the full benefits of its repositionings and acquisitions come through, underpinning the Group's medium-term guidance of an 8-10% EPRA EPS CAGR.
お知らせ • Oct 10Hammerson plc Updates Earnings Guidance for the Fiscal Year 2025Hammerson Plc updated earnings guidance for the fiscal year 2025. For the period, company now expect earnings to be around £101 million.
お知らせ • Sep 09Hammerson Announces CEO ChangesHammerson named Rob Wilkinson, former chief executive of AEW Europe, as its own next CEO, taking over the reins from Rita-Rose Gagné at the start of next year. Wilkinson led AEW Europe for more than 11 years, joining in 2009 as chief investment officer in Europe and becoming chief executive in 2014. He was a non-executive director at Grainger from 2015 to 2023 and has been a non-exec at Derwent London since 2024.
お知らせ • Aug 01Hammerson Plc has completed a Follow-on Equity Offering in the amount of £138.488963 million.Hammerson Plc has completed a Follow-on Equity Offering in the amount of £138.488963 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,253,994 Price\Range: £2.87 Transaction Features: Regulation S; Subsequent Direct Listing
お知らせ • Jul 31Hammerson plc Declares Interim Dividend for the Financial Year Ending 31 December 2025, Payable on October 16, 2025The Board of Directors of the Hammerson Plc has declared an interim dividend of 7.94 pence per ordinary share ("Share") for the financial year ending 31 December 2025. The Interim 2025 Dividend is payable on 16 October 2025 to shareholders on the register at the close of business on 5 September 2025.
お知らせ • May 22Hammerson Plc (LSE:HMSO) acquired an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £190 million.Hammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £200 million on May 12, 2025. Hammerson Plc (LSE:HMSO) completed the acquisition of an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust on May 21, 2025. The purchase price is a net cash consideration of approximately £190 million.
お知らせ • May 13+ 1 more updateHammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited for approximately £200 million.Hammerson Plc (LSE:HMSO) agreed to acquire an additional 59% stake in Brent Cross Association Limited from abrdn UK Shopping Centre Trust for approximately £200 million on May 12, 2025.
お知らせ • May 12Hammerson Confirms It Is in A Process to Acquire the Units in the abrdn UK Shopping Centre TrustIn response to recent press speculation, Hammerson Plc (LSE:HMSO) confirmed it is in a process to acquire the units in the abrdn UK Shopping Centre Trust ("SCUT"), which holds the 59% of Brent Cross not already held by Hammerson for a net cash consideration of around £200 million. Hammerson's existing managing stake, together with the SCUT units already acquired or for which binding contracts have been exchanged, currently represents an economic interest in Brent Cross of over 90%. The process is ongoing and a further update will follow in due course.
お知らせ • Mar 19Hammerson Plc, Annual General Meeting, May 15, 2025Hammerson Plc, Annual General Meeting, May 15, 2025. Location: marble arch house, 66 seymour street, w1h 5bx, london United Kingdom
お知らせ • Feb 26Hammerson plc Recommends Final Cash Dividend for the Year Ended December 31, 2024, Payable on June 3, 2025The Board of Directors of Hammerson Plc has recommended a final cash dividend of 8.07 pence per ordinary share for the period ended 31 December 2024 (the "Final 2024 Dividend"), subject to approval by the shareholders of the Company at the 2025 Annual General Meeting. The dividend Payable on June 3, 2025 with record date of April 25, 2025 and ex-date of April 24, 2025.
お知らせ • Jan 29Hammerson Plc to Report Fiscal Year 2024 Results on Feb 26, 2025Hammerson Plc announced that they will report fiscal year 2024 results on Feb 26, 2025
お知らせ • Nov 08Hammerson Plc (LSE:HMSO) acquired the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited for £135 million.Hammerson Plc (LSE:HMSO) acquired the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited for £135 million on November 7, 2024. The funding for the consideration will come from the proceeds Hammerson recently obtained from selling its stake in Value Retail. Hammerson Plc (LSE:HMSO) completed the acquisition of the remaining 50% stake in West Quay Shopping Centre Limited from GIC Private Limited on November 7, 2024.
Reported Earnings • Jul 29First half 2024 earnings released: UK£0.005 loss per share (vs UK£0.007 loss in 1H 2023)First half 2024 results: UK£0.005 loss per share (improved from UK£0.007 loss in 1H 2023). Revenue: UK£100.0m (down 10% from 1H 2023). Net loss: UK£24.1m (loss narrowed 28% from 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 2.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25Hammerson plc Has Declares Interim Dividend for the Period Ending 31 December 2024, Payable on September 30, 2024Hammerson Plc has declared an interim dividend of 0.756 pence per ordinary share ("Share") for the period ending 31 December 2024. The Interim 2024 Dividend is payable on 30 September 2024 to shareholders on the register at the close of business on 23 August 2024.
お知らせ • Jun 26Hammerson Plc to Report First Half, 2024 Results on Jul 25, 2024Hammerson Plc announced that they will report first half, 2024 results on Jul 25, 2024
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Non-Executive Director Habib Annous was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Mar 21Hammerson Plc, Annual General Meeting, Apr 25, 2024Hammerson Plc, Annual General Meeting, Apr 25, 2024, at 09:00 Coordinated Universal Time. Location: Marble Arch House, 66 Seymour Street London W1H 5BX, United Kingdom London United Kingdom
お知らせ • Mar 13Hammerson Plc (LSE:HMSO) commences an Equity Buyback Plan for 499,457,436 shares, representing 10% of its issued share capital, under the authorization approved on May 4, 2023.Hammerson plc (LSE:HMSO) commences share repurchases on March 12, 2024, under the program mandated by the shareholders in the Annual General Meeting held on May 4, 2023. As per the mandate, the company is authorized to repurchase up to 499,457,436 ordinary shares, representing 10% of its issued share capital. The minimum price which may be paid for any such share is £0.05 and the maximum price (excluding expenses) which may be paid for any such share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share in the company as derived from The London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such share is contracted to be purchased and the higher of the price of the last independent trade and the highest current independent bid for an ordinary share in the company. The repurchased shares will be held in treasury or will be cancelled. The program will be valid till the next Annual General Meeting or till August 4, 2024, whichever is earlier. As of May 4, 2023, the company had 4,994,574,360 ordinary shares in issue and had 7,691,247 shares in treasury.
Reported Earnings • Mar 01Third quarter 2023 earnings released: UK£0.005 loss per share (vs UK£0.02 loss in 3Q 2022)Third quarter 2023 results: UK£0.005 loss per share (improved from UK£0.02 loss in 3Q 2022). Revenue: UK£8.40m (down 90% from 3Q 2022). Net loss: UK£25.1m (loss narrowed 77% from 3Q 2022). Revenue is expected to fall by 2.4% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29Hammerson plc Proposes Final Dividend for Period Ending December 31, 2023, Payable on May 10, 2024The Board of Directors of Hammerson Plc has recommended a final cash dividend of 0.78 pence per ordinary share ("Share") for the period ended 31 December 2023 (the "Final 2023 Dividend"), subject to approval by the shareholders of the Company at the 2024 Annual General Meeting. The Final 2023 Dividend will be paid as a non-Property Income Distribution,and treated as an ordinary UK company dividend. Dividend Payment Date 10 May, 2024.
お知らせ • Feb 02Hammerson Plc to Report Fiscal Year 2023 Results on Feb 29, 2024Hammerson Plc announced that they will report fiscal year 2023 results on Feb 29, 2024
お知らせ • Jan 11Sofidy SA and Klépierre (ENXTPA:LI) signed an agreement to acquire O'Parinor Shopping Centre from Hammerson Plc (LSE:HMSO) and National Pension Service.Sofidy SA and Klépierre (ENXTPA:LI) signed an agreement to acquire O'Parinor Shopping Centre from Hammerson Plc (LSE:HMSO) and National Pension Service on January 9, 2024. As part of this acquisition, Sofidy and Klépierre agree on a capital partnership (respectively 75% and 25% of the capital) and operational partnership in order to take over the asset from Hammerson and the Korean fund National Pension Service of Korea (NPS ). Klépierre being entrusted with the rental and property management contract for the shopping center, and Sofidy with the management of the companies involved. Closing of the transaction is envisaged in early 2024, subject to the usual conditions.
お知らせ • Nov 15Hammerson Reportedly Is in Detailed Talks to Sell Its 40% Stake in Value RetailHammerson Plc (LSE:HMSO) is in detailed talks to sell its stake in Value Retail PLC, owner of the Bicester Village retail complex, for about £1 billion. Sky News has learnt that Hammerson, the FTSE-250 owner of London's Brent Cross and Birmingham's Bullring malls, is talking to a number of investors about buying its interest in Value Retail. Rival property industry executives said on 13 November 2023 that they understood that Hammerson could strike a deal to offload its roughly 40% stake in Value Retail before the end of the year. In a statement issued to Sky News, Hammerson said: "Value Retail is an attractive portfolio but, as we've previously stated, it's not part of our core proposition to have an investment in a platform. "We are not forced sellers and will look to maximise our options at the right time." A sale of its stake in Value Retail has been on the cards for some time, but news that it may be announced within weeks is likely to please shareholders.
New Risk • Nov 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.4% average weekly change).
New Risk • Jul 31New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (7.9% increase in shares outstanding).
Reported Earnings • Jul 30First half 2023 earnings released: EPS: UK£0 (vs UK£0.01 in 1H 2022)First half 2023 results: EPS: UK£0 (down from UK£0.01 in 1H 2022). Revenue: UK£117.5m (down 15% from 1H 2022). Net loss: UK£1.20m (down 102% from profit in 1H 2022). Revenue is expected to fall by 11% p.a. on average during the next 3 years compared to a 3.4% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 157% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
お知らせ • Jul 06Hammerson Plc to Report First Half, 2023 Results on Jul 27, 2023Hammerson Plc announced that they will report first half, 2023 results on Jul 27, 2023
お知らせ • May 06Hammerson Plc Elects Nick Hughes and Craig Tate as DirectorHammerson Plc elected Nick Hughes and Craig Tate as Director of the Company, at the 2023 AGM held on 4 May 2023.
Reported Earnings • Mar 10Full year 2022 earnings released: UK£0.033 loss per share (vs UK£0.093 loss in FY 2021)Full year 2022 results: UK£0.033 loss per share (improved from UK£0.093 loss in FY 2021). Revenue: UK£288.0m (up 4.8% from FY 2021). Net loss: UK£164.2m (loss narrowed 60% from FY 2021). Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 1.9%.
お知らせ • Jan 17Hammerson plc to Report Fiscal Year 2022 Results on Mar 09, 2023Hammerson plc announced that they will report fiscal year 2022 results on Mar 09, 2023
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Habib Annous was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 20Hammerson plc Appoints Habib Annous as Member of the Investment and Disposal CommitteeHammerson plc announced the appointment of Habib Annous as a member of the Investment and Disposal Committee with immediate effect. Habib was appointed to the Board on 5 May 2021 as a Non-Executive Director. Habib is Chair of the Remuneration Committee and is a member of the Audit Committee and Nomination Committee.
お知らせ • Oct 12Hammerson plc Announces Board ResignationsHammerson plc announced that Des de Beer, Non-Executive Director, has informed the Board of his decision to step down as a director of the Company with immediate effect. The appointment of Alan Olivier as alternate director to Des de Beer has also ceased with immediate effect.
Reported Earnings • Jul 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£354.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to decline by 23% while the industry in Germany is not expected to grow.
お知らせ • Jul 28Hammerson plc Declares Interim Dividend for the Period Ended 31 December 2022, Payable on 3 November 2022The Board of Directors of Hammerson plc has declared an interim dividend of 0.2 pence per ordinary share ("Share") for the period ended 31 December 2022 (the "Interim 2022 Dividend"). Record date (applicable to both the UK principal register and the SA branch register) is 7 October 2022. Dividend Payment Date is 3 November 2022.
お知らせ • Jun 29Hammerson plc to Report First Half, 2022 Results on Jul 28, 2022Hammerson plc announced that they will report first half, 2022 results on Jul 28, 2022
Buying Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €0.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to decline by 7.2% in a year. Earnings is forecast to grow by 71% in the next year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. Senior Independent Director Gwyn Burr is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 01Hammerson plc Appoints Adam Metz as Non-Executive DirectorHammerson plc announced that its Non-Executive Director, Adam Metz, has been appointed with effect from 30 March 2022 as a Non-Executive Director of Seritage Growth Properties, a real estate investment trust listed on the New York Stock Exchange.
Recent Insider Transactions • Mar 24Independent Non-Executive Director recently bought €91k worth of stockOn the 21st of March, Habib Annous bought around 250k shares on-market at roughly €0.37 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €472k more in shares than they have sold in the last 12 months.
Breakeven Date Change • Mar 17Forecast breakeven date moved forward to 2022The 9 analysts covering Hammerson previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of UK£65.6m in 2022. Earnings growth of 98% is required to achieve expected profit on schedule.
お知らせ • Mar 06+ 2 more updatesHammerson plc, Annual General Meeting, Apr 28, 2022Hammerson plc, Annual General Meeting, Apr 28, 2022, at 10:00 Coordinated Universal Time. Agenda: To consider approval of the Final 2021 Dividend and the Enhanced Scrip Dividend Alternative.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues miss analyst expectationsFull year 2021 results: Revenue: UK£134.8m (down 47% from FY 2020). Net loss: UK£409.3m (loss narrowed 76% from FY 2020). Revenue missed analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 82% while thereits industry in Germany is not expected to grow.
お知らせ • Feb 24Hammerson plc Announces Board ChangesHammerson plc announced that its Non-Executive Director, Des de Beer, has appointed Alan Olivier to act as his alternate when he is unable to attend Board and Committee meetings due to his ongoing commitments as CEO of a listed company in South Africa. Mr. Olivier is currently the Chair of the Board of Resilient REIT Limited. He served as a Director and then Chair of the UK P&I Club Board from 2000-2018.
お知らせ • Feb 22Redical Holdings AG agreed to acquire Victoria Gate and Victoria Quarter Shopping Centres from Hammerson plc (LSE:HMSO) for £120 million.Redical Holdings AG agreed to acquire Victoria Gate and Victoria Quarter Shopping Centres from Hammerson plc (LSE:HMSO) for £120 million on February 21, 2022. John Waples and Dido Laurimore of FTI Consulting Management Limited acted as financial advsor to Hammerson.
お知らせ • Feb 21Hammerson plc in Discussions with Entities Related to Redical HoldingsHammerson plc (LSE:HMSO) confirmed that it is in discussions with entities related to Redical Holdings AG on terms for a possible sale of its Victoria Gate and Victoria Quarter shopping centres. There can be no certainty that a transaction will take place, but the Company confirms the pricing under discussion is £120 million, which would represent a class 2 transaction. The Company will provide a further announcement if appropriate.
お知らせ • Feb 04Hammerson plc to Report Fiscal Year 2021 Results on Mar 04, 2022Hammerson plc announced that they will report fiscal year 2021 results on Mar 04, 2022
お知らせ • Jan 22Henderson Park Capital Management and Eurofund Group completed the acquisition of Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board.Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million on December 14, 2021. Under the terms of agreement, consideration was paid in cash and a deposit of £40 million is currently being held in escrow. Hammerson has received £70 million as his share. The transaction is expected to complete in Q1 2022. The proceeds of these disposals will further strengthen the balance sheet by reducing net debt, ahead of reinvestment in flagship assets for growth. Bryan Cave Leighton Paisner LLP acted as legal advisor, brodies alvarez marsal acted as management consultant and Time Retail Partners acted as retail property consultant to Hammerson and Canada Pension Plan Investment Board. Henderson Park Capital Management and Eurofund Group completed the acquisition of Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board on January 21, 2022.
Recent Insider Transactions • Dec 23Independent Non-Executive Director recently bought €62k worth of stockOn the 17th of December, Habib Annous bought around 165k shares on-market at roughly €0.38 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €232k more in shares than they have sold in the last 12 months.
お知らせ • Dec 16Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million.Henderson Park Capital Management and Eurofund Group agreed to acquire Retail Property Holdings Limited from Hammerson plc (LSE:HMSO) and Canada Pension Plan Investment Board for £140 million on December 14, 2021. Under the terms of agreement, consideration was paid in cash and a deposit of £40 million is currently being held in escrow. Hammerson has received £70 million as his share. The transaction is expected to complete in Q1 2022. The proceeds of these disposals will further strengthen the balance sheet by reducing net debt, ahead of reinvestment in flagship assets for growth. Bryan Cave Leighton Paisner LLP acted as legal advisor, brodies alvarez marsal acted as management consultant and Time Retail Partners acted as retail property consultant to Hammerson and Canada Pension Plan Investment Board.
お知らせ • Nov 30Hammerson in Talks to Sell Silverburn Shopping CenterHammerson plc (LSE:HMSO) said on November 29, 2021 it is in talks to potentially sell Silverburn, its shopping center near Glasgow, for around GBP 140 million ($186.7 million). The U.K.-based real-estate investment trust said disposals of noncore assets remains a near-term priority to strengthen its balance sheet, rebalance the portfolio and enable it to recycle capital for investment. Silverburn is held in a 50-50 joint venture with CPP Investment Board. Hammerson didn't specify who the discussions were with. There can be no certainty a transaction will take place, the company said.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 10 analysts covering Hammerson expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£20.6m in 2022. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
Recent Insider Transactions • Aug 12Independent Non-Executive Director recently bought €84k worth of stockOn the 9th of August, Adam Metz bought around 200k shares on-market at roughly €0.42 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.8m more in shares than they have sold in the last 12 months.
Breakeven Date Change • Aug 11No longer forecast to breakevenThe 10 analysts covering Hammerson no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of UK£59.4m in 2023. New consensus forecast suggests the company will make a loss of UK£59.0m in 2023.
Executive Departure • May 07Non-Executive Independent Director has left the companyOn the 4th of May, Pierre Bruno Bouchut's tenure as Non-Executive Independent Director ended after 6.2 years in the role. As of December 2020, Pierre Bruno personally held only 27.35k shares (€7.9k worth at the time). A total of 4 executives have left over the last 12 months.
Executive Departure • Apr 28CFO & Director has left the companyOn the 26th of April, James Lenton's tenure as CFO & Director ended after 1.6 years in the role. We don't have any record of a personal shareholding under James' name. A total of 3 executives have left over the last 12 months.
Reported Earnings • Mar 31Full year 2020 earnings released: UK£0.77 loss per share (vs UK£3.76 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£254.5m (down 31% from FY 2019). Net loss: UK£1.73b (loss widened 201% from FY 2019). Net asset value (NAV) per share: €0.93 (down 86% from FY 2019). The current share price is 59% lower than NAV per share. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 12 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 14An unknown buyer acquired an unknown minority stake Brent South shopping in UK from Hammerson plc (LSE:HMSO) for £73 million.An unknown buyer acquired an unknown minority stake in Brent South shopping in UK from Hammerson plc (LSE:HMSO) for £73 million on March 12, 2021. In a related party transaction, Hammerson plc is selling two French joint ventures. An unknown buyer completed the acquisition of an unknown minority stake Brent South shopping in UK from Hammerson plc (LSE:HMSO) on March 12, 2021.
Reported Earnings • Mar 13Full year 2020 earnings released: UK£0.77 loss per share (vs UK£3.76 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£182.9m (down 51% from FY 2019). Net loss: UK£1.73b (loss widened 201% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 89% per year but the company’s share price has only fallen by 75% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 13Hammerson plc Announces Changes to Its BoardHammerson announced that Pierre Bouchut, Non-Executive Director and Chair of the Audit Committee has informed the Board that he will not stand for re-election at the 2021 Annual General Meeting. The Board has asked Mike Butterworth to succeed Pierre as Chair of the Audit Committee once Pierre stands down at the end of the Meeting. The Board also announces the appointment of Habib Annous as a Non-Executive Director with effect from 5th May 2021. Habib will become a member of the Audit, Nomination and Remuneration Committees. Habib brings 30 years' experience in investment management across a range of sectors. Most recently, he was a partner at Capital Group, an active investment management business with assets under management of over $2 trillion, from 2002 to 2020.
お知らせ • Mar 12+ 1 more updateHammerson plc Proposes Final Dividend for the Period Ended 31 December 2020, Payable on 13 May 2021The Board of Directors of the Hammerson plc has proposed a final dividend of 0.2 pence per share for the period ended 31 December 2020, subject to approval by the shareholders of the Company at the Annual General Meeting to be held on 4 May 2021. The dividend is payable on 13 May 2021 Record date is 6 April 2021. Ex-dividend on the London Stock Exchange is 1 April 2021.
Is New 90 Day High Low • Feb 26New 90-day high: €0.29The company is up 6.0% from its price of €0.27 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.27 per share.
お知らせ • Feb 16Hammerson plc to Report Fiscal Year 2020 Results on Mar 12, 2021Hammerson plc announced that they will report fiscal year 2020 results on Mar 12, 2021
お知らせ • Jan 15Hammerson plc Announces James Lenton Step Down from His Role as Chief Financial OfficerHammerson announced that James Lenton has informed the Board of his wish to step down from his role as Chief Financial Officer. The Board has commenced a search for his successor and James will continue as Chief Financial Officer and as an Executive Director of the Company until his successor has joined.
Is New 90 Day High Low • Dec 28New 90-day high: €0.29The company is up 68% from its price of €0.17 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.46 per share.
お知らせ • Dec 23Hammerson plc Announces Appointment of Mike Butterworth as Non-Executive Director and member of the Audit Committee, Effect from 1 January 2021Hammerson plc announced the appointment of Mike Butterworth as a Non-Executive Director with effect from 1 January 2021. Mike will also become a member of the Audit Committee. Mike brings 25 years' experience in senior finance roles in FTSE 250, Small Cap and AIM businesses across a broad range of sectors including manufacturing, technology, communications, healthcare and beverages. He was CFO of Incepta Group, prior to its acquisition by Huntsworth in 2005, and then Cookson Group until its demerger in 2012. He also has extensive Board experience and is currently Non-Executive Director and Chair of the Audit Committee at Pressure Technologies Plc and at Stock Spirits Group Plc. A graduate of Oxford, Mike started his early career with Arthur Andersen.
お知らせ • Dec 21Hammerson plc(LSE:HMSO) dropped from FTSE All-Small Index (GBP)Hammerson plc(LSE:HMSO) dropped from FTSE All-Small Index (GBP)
お知らせ • Nov 27Hammerson plc Appoints Gregoire Peureux as Chief Operating OfficerHammerson plc announced the appointment of Gregoire Peureux to the newly created role of Chief Operating Officer. Gregoire will join the Group Executive Committee and will focus on the delivery of strategic initiatives at a Group level. Gregoire has more than 17 years of experience in the real estate industry. He joins Hammerson from Rove Capital Partners, a boutique real estate investment advisor, where he was a founding partner. He had previously worked at Ivanhoe Cambridge for over 13 years, initially as Chief Financial Officer for Europe, and subsequently acting Head of Europe, responsible for the investment, asset management, operations and finance activities for a diversified EUR 5 billion portfolio across the UK and Continental Europe. Gregoire spent his early career at KPMG, and holds an MSc from HEC Paris with a major in Finance. He graduated from Insead in 2019. He is fluent in both French and English.
お知らせ • Nov 03APG Strategic Real Estate Pool NV managed by APG Asset Management NV completed the acquisition of remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO).APG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately £270 million on August 6, 2020. The final consideration is subject to a number of customary balance sheet adjustments at completion. As part of the disposal, Hammerson has agreed to assign at par (for cash consideration) to APG Strategic Real Estate Pool NV managed by APG Asset Management NV at completion of the disposal a shareholder loan advanced by Hammerson to Zweibrücken Lux Holdco S.à r.l. For the year ended December 31, 2019, VIA Outlets reported operating profit of £54.4 million and revenues of £45.6 million. As on September 1, 2020, Robert Noel has joined the Board of the Hammerson plc and will succeed David Tyler as Non-Executive Chair from September 7, 2020. Completion of the disposal is subject to a number of conditions including shareholder approval and obtaining merger control approvals in Germany, Spain and Portugal. The Directors are confident that APG Strategic Real Estate Pool NV managed by APG Asset Management NV will receive the necessary regulatory approvals for the Disposal in the first phase and without any requirement to give undertakings to any regulatory authority. The disposal is conditional on all resolutions, including the resolutions to approve the Rights Issue and Capital Reorganization, having been passed by shareholders at the General Meeting, and admission of the new shares to the official list becoming effective. As on September 1, 2020, Hammerson plc shareholder approved the acquisition. The transaction is expected to complete in complete in the fourth quarter of 2020. The proceeds will be used by Hammerson plc to reduce debt. the capital reorganization will be on September 1, 2020 (today) and the effective date for the capital reorganization will be September 2, 2020. Amanda Howard,Kristy Duane, Preena Gandhi, Russell Hoare and Cheryl Gurnham of CMS acted as legal advisors for APG, CMS team was led by the London office and CMS Albiñana & Suárez de Lezo Madrid office provided cross-border advice with a Competition & EU department team led by partner Carlos Vérgez. J.P. Morgan Cazenove Limited, Morgan Stanley & Co. International plc and Lazard & Co., Limited acted as financial advisors while Alex Kay, Mike Flockhart, Tom O’Neill, Will Arrenberg, Steffen Hörner, Simon Chadney, Jake Jackaman, Sarah McNally, Susan Black and Don Rowlands of Herbert Smith Freehills acted as legal advisor to Hammerson. UBS Group AG acted a financial advisor to APG Asset Management NV. Matthew Shaxson of Ogier Legal Limited Partnership and CMS Cameron McKenna Nabarro Olswang LLP both acted as legal advisors to APG Asset Management NV. Derk Lemstra and IJsbrand van Straten of Stibbe acted as legal advisor to Hammerson. APG Strategic Real Estate Pool NV managed by APG Asset Management NV completed the acquisition of remaining 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) on November 2, 2020.
お知らせ • Oct 15Hammerson plc Appoints Rita-Rose Gagné as New Chief ExecutiveHammerson plc appointed Rita-Rose Gagné as new chief executive. Rita-Rose Gagné was most recently president of growth markets at Montrealbased real estate company Ivanhoé Cambridge where she had responsibility for £6 billion of assets across Asia Pacific and Latin America. She joined Ivanhoé Cambridge in 2006 and held a variety of roles including senior vice-president of legal affairs and executive vice-president of global strategy. Ms Gagné is also a lawyer and has worked in property markets across the world, including the UK, France and Germany.
お知らせ • Oct 06Slate Asset Management L.P. acquired Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) for £33 million.Slate Asset Management L.P. acquired Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) on February 21, 2020. In a related transaction, Orion European Real Estate Fund V acquired seven retail park portfolio from Hammerson plc and in another transaction, Hammerson plc sold Parc Tawe in Swansea for a total of £55 million (€63.8 million). Morgan Stanley (NYSE:MS) acted as financial advisor while Herbert Smith Freehills LLP acted as legal advisor for Hammerson plc. Goodwin Procter acted as the legal advisor to Slate in the transaction. Slate Asset Management L.P. completed the acquisition of Abbey Retail Park in Belfast from Hammerson plc (LSE:HMSO) for £33 million on February 21, 2020.
お知らせ • Oct 01+ 1 more updateHammerson plc Announces Appointment of Rita-Rose Gagné as Chief Executive OfficerHammerson plc announced the appointment of Rita-Rose Gagné as Chief Executive Officer. Gagné was most recently President of Growth Markets at the global real estate company Ivanhoé Cambridge where she had responsibility for $7.6bn of real estate assets across Asia Pacific and Latin America. She joined Ivanhoé Cambridge in 2006 and held a variety of roles from Senior Vice President, Legal Affairs and General Counsel at Société immobilière Trans-Québec to Executive Vice President of Global Strategy, Portfolio Management and Investment Funds at Ivanhoé Cambridge. As Executive Vice President, Rita-Rose was tasked with developing, leading and executing the investment strategy in Asia and Latin America, prior to being made President of Growth Markets. It is anticipated that she will take up her new role with Hammerson before the end of the year. David Atkins will continue to serve as CEO until Gagné joins the Company.
お知らせ • Sep 28Hammerson plc has completed a Follow-on Equity Offering in the amount of £551.731399 million.Hammerson plc has completed a Follow-on Equity Offering in the amount of £551.731399 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,678,209,328 Price\Range: £0.15 Transaction Features: Regulation S; Rights Offering; Rule 144A
お知らせ • Sep 21+ 6 more updatesHammerson plc(UNQ:) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Hammerson plc(UNQ:) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
お知らせ • Aug 07+ 1 more updateAPG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately €300 million.APG Strategic Real Estate Pool NV managed by APG Asset Management NV agreed to acquire 50% stake in VIA Outlets from Hammerson plc (LSE:HMSO) for approximately €300 million on August 6, 2020. The final consideration is subject to a number of customary balance sheet adjustments at completion. As part of the disposal, Hammerson has agreed to assign at par (for cash consideration) to APG Strategic Real Estate Pool NV managed by APG Asset Management NV at completion of the disposal a shareholder loan advanced by Hammerson to Zweibrücken Lux Holdco S.à r.l. owing approximately €0.12 million. Completion of the disposal is subject to a number of conditions including shareholder approval and obtaining merger control approvals in Germany, Spain and Portugal. The Directors are confident that APG Strategic Real Estate Pool NV managed by APG Asset Management NV will receive the necessary regulatory approvals for the Disposal in the first phase and without any requirement to give undertakings to any regulatory authority. The disposal is conditional on all resolutions, including the resolutions to approve the Rights Issue and Capital Reorganization, having been passed by shareholders at the General Meeting, and admission of the new shares to the official list becoming effective. The transaction is expected to complete in complete in the fourth quarter of 2020.
お知らせ • Jul 22Hammerson plc to Report First Half, 2020 Results on Aug 06, 2020Hammerson plc announced that they will report first half, 2020 results on Aug 06, 2020