Metope In The News

Financial Mail: Battle of the malls

Following on-off lockdown trading restrictions for the past 18 months and the July riots in KwaZulu-Natal and Gauteng, JSE-listed mall owners are navigating what is turning out to be a bumpy road to recovery. Metope Head of Research Kelly Ward comments.

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CityWire SA: The recovery in listed property still has momentum, Metope says

More than a year on since Covid-19 hit South African shores, local Reits have proven to be more resilient than the market was expecting, and there is more upside to share prices despite the difficult environment. Metope CEO & Portfolio Manager Liliane Barnard and Aimee Glisson, Metope Director of Operations, Performance and Risk, in discussion with CityWire SA's  Patrick Cairns

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Asset Magazine: Data centres – investment opportunity or risk?

The African data centre market size is expected to exceed US$3 billion by 2025, growing at a compound annual growth rate of +12%. South Africa remains the largest market in the continent for data centres, according to research. Metope CEO and Portfolio Manager Liliane Barnard comments on investment opportunities in the market

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Moneyweb: Attacq’s flagship Mall of Africa devalued by over R1bn in 2020

JSE-listed Attacq’s trophy property asset and South Africa’s sixth largest shopping centre, Mall of Africa, took a valuation hit of over R1 billion in 2020 - highlighting how mega mall owners are being impacted by the ongoing Covid-19 financial crunch globally. However, Attacq's incoming CEO, Jackie van Niekerk, anticipates that valuations will recover in time. Metope Investment Analyst Kelly Ward comments

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Financial Mail: Fairvest sticks to its script, profitably

Fairvest Property is one of a handful of SA real estate investment trusts (Reits) whose share prices are already back at pre-Covid levels. Results from the small-cap mall owner show that a number of trading metrics in its R3.425bn portfolio are moving in the opposite direction to those of most of its JSE-listed peers. Metope Investment Analyst Kelly Ward comments

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Financial Mail: Mega-mall tills still ringing

The suit and tie may be dead, but the latest Louis Vuitton tote or a coveted Patek Philippe watch has lost none of its cachet among the super flash. It’s a trend underscored by results released this week by retail-focused Liberty Two Degrees (L2D), co-owner of some of Gauteng’s smartest shopping precincts. Metope Investment Analyst, Kelly Ward, comments.

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