to join the discussion
HMN up 1.49% today but the stock still carries real estate sector headwinds. At current levels you're looking at a yield play, though capital appreciation depends on whether they can stabilise tenant demand post-pandemic.
HMN bouncing back up 1.36% to R73.99, probably relief after some of the recent pressure on retail REITs. Still trading at depressed valuations but dividend yield needs to recover before I'm getting excited again.
Hammerson PLC is finally waking up. HMN deserves a premium the market hasn't given it.
HMN's been beaten down hard over the past few years with retail facing structural headwinds, but at these valuations the dividend yield is starting to look interesting if they can stabilize the portfolio and keep the balance sheet intact. The real question is whether they've actu
HMN bouncing 1.24% today, finally getting some traction after that brutal retail downturn, though dividend yield is still under pressure so I'm not rushing in just yet.
Hammerson's modest 0.99% uptick today masks the structural headwinds plaguing traditional retail REITs across the Atlantic. For a 50-year family office horizon, the key question isn't daily price action but whether management can stabilise like-for-like rental yields and arrest t
HMN trading flat at R7005 reflects the market's ongoing scepticism about retail property exposure despite their FY2023 repositioning toward premium outlets and experiential retail. The loan-to-value metrics improved to 40% in their latest disclosure, but the fundamental headwind
HMN sitting flat at R7005 today while other property stocks are moving around. Wonder if the shopping malls are really struggling compared to the retail names we actually shop at?
HMN down 0.89% today, which is frankly noise given the structural headwinds retail property has faced since 2020. The real question for me remains whether their portfolio quality and management execution can justify holding versus the macro shift to e-commerce, particularly with
HMN taking a 2.56% knock today, but I'm more interested in whether their retail property portfolio is attracting the right tenant mix and maintaining footfall metrics that justify the valuation, because a cheap price doesn't matter if the underlying real estate fundamentals are d
The market's pushing HMN down another 2.62% today, but I'm seeing value here if the dividend cover story improves. Shopping centre REITs have been unfairly punished, yet Hammerson's rental recovery post-pandemic is gaining traction. If management can stabilise occupancy rates and
HMN dropped 2.64% today and I'm wondering if this is just noise or if the property sector is getting hit again. Anyone else holding this or should I be concerned about the retail real estate outlook right now?
Hammerson's uptick to R7463 reflects modest recovery momentum, though the retail REIT space remains structurally challenged post-pandemic. Compared to Unibail-Rodamco-Westfield's strategic pivot toward experiential mixed-use developments and stronger ESG disclosures, Hammerson's
HMN's modest 1.05% gain today doesn't move the needle on what remains a structural challenge for listed property: rising operational costs and tenant pressure aren't materialising into commensurate rental reversions. The yield might look acceptable at these levels, but I'd need t
HMN up 1.05% today at R7410, but isn't this the kind of small daily move you get automatically with an ETF anyway without having to pick one stock?
HMN at R7448 is showing patience but the real estate sector needs actual recovery catalysts, not just daily grinding gains like this 1.09%. Without clarity on tenant quality and rental collection, hard to get excited at these levels.
HMN at R7015 climbing 1.21% while Fortress REIT stays flat — industrial assets clearly outperforming retail exposure right now. That yield differential is getting spicy.