Nemo
Medlem
Rezidor Hotel Group Ab - News ReleaseFredag den 19 dec föll Rezidor med mer än 15%, har jag missat någon rapport?
Bland annat står det
"The re-opening of the Lyon property in France, which was closed for renovation in January 2014, has been delayed to the second half of 2016 due to the discovery of asbestos. The hotel owner is absorbing all the investments for a full asbestos removal, whilst Rezidor will have to carry the cost of the extended closure period. The negative EBIT impact of these costs has increased to €12M of which €5.5M has been included in Q3 and the remaining €6.5M will be reflected in Q4 2014.
Market disruptions have also hampered the progress of Rezidor. Norway, an important market for Rezidor producing 25% of group revenues, has weakened due to the declining oil price, and market RevPAR for the months of October and November has decreased by 4 and 7% against last year. The geopolitical challenges in Russia/Ukraine have equally affected the Route 2015 plan."
Analytiker tolkar
"(SIX) Remium plockat ut hotelloperatören Rezidor Hotel Group från
sin portfölj Remium Select efter vinstvarningen i går kväll.
Det framgår av ett marknadsbrev på fredagen.
"För långsiktiga investerare tror vi fortsatt att Rezidor är
intressant och behåller vår köprekommendation. Vi återkommer med
ändrad riktkurs och skriver preliminärt ned våra vinstantaganden för
2015 med åtta till nio procent", skriver Remium."
Vidare
"(SIX) Natixis sänker rekommendationen för hotelloperatören Rezidor
Hotel Group till neutral, från tidigare köp.
Det rapporterar Bloomberg News."