- Q4 2023 Warehouses de Pauw NV Earnings Presentation TranscriptJan 26, 2024
- Half Year 2023 Warehouses de Pauw NV Earnings Presentation TranscriptJul 28, 2023
- Q1 2023 Warehouses de Pauw NV Earnings Call TranscriptApr 19, 2023€27.44 (-4.09%)Earnings
- Q4 2022 Warehouses de Pauw NV Earnings Call TranscriptJan 27, 2023€29.21 (+1.35%)Earnings
- Q3 2022 Warehouses de Pauw NV Earnings Presentation TranscriptOct 19, 2022
- Q2 2022 Warehouses de Pauw NV Earnings Call TranscriptJul 29, 2022€32.92 (+4.51%)Earnings
- Q1 2022 Warehouses de Pauw NV Earnings Call TranscriptApr 22, 2022€38.48 (-5.15%)Earnings
- Q4 2021 Warehouses de Pauw NV Earnings Call TranscriptJan 28, 2022€37.43 (-0.61%)Earnings
- Q3 2021 Warehouses de Pauw NV Earnings Call TranscriptOct 20, 2021€38.29 (+0.74%)Earnings
- Q2 2021 Warehouses de Pauw NV Earnings Call TranscriptJul 30, 2021€36.34 (+1.31%)Earnings
- Q1 2021 Warehouses de Pauw NV Earnings Call TranscriptApr 21, 2021€29.86 (-1.22%)Earnings
- Q4 2020 Warehouses de Pauw NV Earnings Call TranscriptJan 29, 2021€29.68 (+5.17%)Earnings
- Q1 2020 Warehouses de Pauw Comm VA Earnings Call TranscriptApr 22, 2020€23.64 (+2.09%)Earnings
- Q4 2019 Warehouses de Pauw Comm VA Earnings Presentation TranscriptJan 31, 2020
- Q2 2019 Warehouses de Pauw Comm VA Earnings Call TranscriptJul 31, 2019€21.86 (-2.11%)Earnings
Q1 2023 Warehouses de Pauw NV Earnings Call Transcript
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Let's restart then again, excuse us for the delay. I started by saying that indeed, what else can we do between the publication, the end of January and the approval next week of our full year results of '22, indeed, just confirming this message. That's the recurring moral duty of Q1. And indeed, operationally, we can say that market fundamentals stays very strong with a healthy demand for warehouse space in combination with the lack of new supplier.
The supply chain stays crucial for every industry, even in a more challenging macroeconomic environment. As mentioned during '22, you can see indexation growing into our top line with the normal contractual delays, which gives us today a very nice like-for-like rental growth of 6.6%. And above this, the potential for further growth excellent with our contractual rents still 8% lower than our ERVs, but everybody has to accept this new reality.
Higher prices, less new supply and this takes time in decision-making for our
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