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Top related persons:
Morgan Stanley - 2 Segro - 2 Morgan Stanley's - 1 ASML Morgan Stanley - 1 Lee Simpson - 1 ASML's - 1 Simpson - 1 Segro Morgan Stanley - 1
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United States Europe TSMC Euronext Amsterdam U.S Frankfurt Asia Sydney
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Apple - 1 Euronext - 1 Nasdaq - 1 London Stock Exchange - 1 Euronext Paris - 1 American Depository - 1 SAP - 1 Frankfurt Stock Exchange - 1

Search resuls for: "Segro"


4 mentions found


☆ 'AI shopping list': Morgan Stanley names its top global picks to play the AI theme
  + stars: | 2024-08-13 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +4 min
The buzz around artificial intelligence may have quietened after a volatile week for some of the sector's biggest names, but Morgan Stanley continues to see promise in a raft of European stocks. Morgan Stanley's "European AI shopping list" includes names ranging from semiconductor equipment and data center plays to software and healthcare companies. Morgan Stanley has a target price of 1,000 euros ($1,092) on the stock, giving it over 27.5% potential upside. Segro Morgan Stanley describes British REIT Segro as the "landlord of Europe's largest cluster of data centers." Morgan Stanley has a target price of 224 euros on the stock, giving it around 18.3% upside potential.
Persons: Morgan Stanley, Morgan Stanley's, ASML Morgan Stanley, Lee Simpson, ASML's, Simpson, Segro Morgan Stanley, Segro, Bart Gysens, SAP Morgan Stanley, Adam Wood, Merck KGaA, Morgan, Thibault Boutherin, Boutherin, — CNBC's Michael Bloom Organizations: Apple, Euronext, Nasdaq, London Stock Exchange, Euronext Paris, American Depository, SAP, Frankfurt Stock Exchange, New York Stock Exchange, Merck, EMD Group, Canada, Merck KGaA's Electronics Locations: Europe, TSMC, Euronext Amsterdam, U.S, United States, Frankfurt
☆ 'Robust growth opportunity': Citi loves this global stock as it pivots to AI data centers
  + stars: | 2024-06-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Industrial property firm Goodman Group is converting its traditional warehouses into data centers to meet the surging demand for artificial intelligence infrastructure. Citi believes this trend will likely drive "double-digit medium-term earnings growth" and has added the Australian stock to its "Pan-Asia Focus list." Data centers are large buildings that house critical computing infrastructure and equipment. "As it progresses opportunities in data centers, it is likely to deliver a large range of products from powered sites and turnkey projects." Electricity has been a key bottleneck preventing many data centers from further expansion.
Persons: Howard Penny, Goodman Organizations: Goodman Group, Citi, GMG Locations: Asia, Sydney, United States, Australia, Japan, Hong Kong, Singapore
☆ London office market in 'rental recession' as vacancies hit 30-yr high - Jefferies
  + stars: | 2023-09-27 | by ( ) www.reuters.com   time to read: +1 min
LONDON, Sept 27 (Reuters) - London's embattled office market is in 'rental recession' as volumes of empty space across the capital's West End, City and Canary Wharf business districts hit a 30-year high, analysts at Jefferies said on Wednesday. Utilisation has shrunk and landlords are losing pricing power as tenants offload surplus space," the analysts said. Jefferies estimated West End vacancies of 7%, with rates in the City and Canary Wharf at 10% and more than 20% respectively, with the tipping point for a rental recession historically around 8%. Long-term Canary Wharf resident HSBC (HSBA.L) recently announced it would be relocating to the City but is expected to lease 30% less space at its new home, according to the note. "Investment market liquidity is receding on rent uncertainty and squeezing developer profits," the note said.
Persons: Jefferies, Derwent, Segro, Morgan Stanley, Sinead Cruise, Iain Withers Organizations: Securities, Portland Estates, Royal, Barclays, JPMorgan, HSBC, Investment, Thomson Locations: City, Canary Wharf, London, Canary, Wharf
☆ Blackstone and Prologis turned warehouses from safe and boring investments into white-hot assets. Now they're battling to see who can own more.
  + stars: | 2022-10-19 | by ( Alex Nicoll | Danielle Walker | Daniel Geiger | ) www.businessinsider.com   time to read: +11 min
In other words, big money is buying up warehouse space as fast as smaller owners can sell. The coronavirus pandemic accelerated this change, with warehouse investment outpacing office investment in 2020 and 2021, according to CBRE. A Prologis warehouse in Ichikawa City, Japan. Prologis, Blackstone, and the rest of big money duke it outOther big-money investors have increasingly invested in warehouses. The UK's Segro once sold warehouse space to Blackstone — now it's acquiring its own warehouses for last-mile delivery that Blackstone might have otherwise picked up for itself.
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