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Hold Rating for Shaftesbury Capital Amid Strong Performance and NAV Discount

Hold Rating for Shaftesbury Capital Amid Strong Performance and NAV Discount

Shaftesbury Capital (SHCResearch Report), the Real Estate sector company, was revisited by a Wall Street analyst yesterday. Analyst Bart Gysens from Morgan Stanley maintained a Hold rating on the stock and has a p165.00 price target.

Bart Gysens has given his Hold rating due to a combination of factors impacting Shaftesbury Capital. The company has demonstrated strong operational results with an 8% growth in market rents and a 5% increase in portfolio valuation. However, despite these positive metrics and a reported NAV slightly above consensus, the shares are trading at a significant NAV discount of 38%.
While the sector is rated as Attractive and Shaftesbury Capital is expected to perform well in absolute terms, Gysens maintains a Hold rating because he sees greater upside potential in peer companies. The primary driver for Shaftesbury remains rental growth, which is robust, yet potential medium-term challenges such as a weaker consumer market could limit share performance. Additionally, other UK REITs with higher-yielding assets may offer similar returns, making Shaftesbury’s shares less compelling in comparison.

SHC’s price has also changed moderately for the past six months – from p147.500 to p124.900, which is a -15.32% drop .

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