Castellum AB (Publ) (CWQXF) Q3 2024 Earnings Call Transcript Summary
Castellum AB (Publ) (CWQXF) Q3 2024 Earnings Call Transcript Summary
The divestments of non-core assets have a negative impact on the revenue, mitigated by reduced property costs, lower administrative costs, and reduced interest costs due to a lower debt volume.The following is a summary of the Castellum AB (Publ) (CWQXF) Q3 2024 Earnings Call Transcript:
以下是Castellum Ab（Publ）（CWQXF）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
金融業績：
Net operating income has increased by 3.9% since the beginning of the year.
Income from property management experienced an 11.7% rise compared to the same period last year.
The divestments of non-core assets have a negative impact on the revenue, mitigated by reduced property costs, lower administrative costs, and reduced interest costs due to a lower debt volume.
自年初以來，淨營業收入增長了3.9%。
物業管理收入同比去年同期增長了11.7%。
非核心資產出售對營業收入產生負面影響，但受減少物業成本、降低管理成本以及降低負債量導致的利息成本減少所緩解。
Business Progress:
業務進展：
Castellum continues to streamline its portfolio by selling non-strategic assets and investing the proceeds in new projects.
They have reached their target of 100 solar panel systems two years ahead of schedule and now aim to install an additional 100 by 2030.
Developing new projects including logistics facilities and a new hotel.
Focused on increasing operational efficiency through cost reductions including administrative expenses and direct property costs.
Castellum繼續通過出售非戰略性資產並將收益投資於新項目來簡化其投資組合。
他們提前兩年達到了100套太陽能電池系統的目標，現在計劃到2030年安裝額外的100套。
開發新項目，包括物流設施和新酒店。
專注於通過包括行政費用和直接物業成本在內的成本削減來提高運營效率。
Opportunities:
機會：
Moody's upgrade to a positive outlook and re-entry into the Eurobond market as well as high demand for Castellum bonds reflect strong market confidence and financial stability, providing opportunities to explore new bond issues.
Continued investments in renewable energy and achieving sustainability targets ahead of schedule underline the opportunity to strengthen market positioning as an environmentally responsible entity.
穆迪的展望升級爲積極，並重新進入歐元債券市場，以及Castellum債券的高需求反映了市場對其強大的信心和財務穩定性，爲探索新債券發行提供了機會。
在可再生能源方面繼續投資，並提前實現可持續發展目標，凸顯了加強市場定位作爲環保企業的機會。
Risks:
風險：
Negative net leasing after two quarters of positive results, emphasizing volatility in leasing performance which could impact future earnings.
CEO mentions economic occupancy rate only down by 0.1 point, however, acknowledges pressure in metropolitan markets which could affect portfolio performance.
在兩個季度出現正收入後出現負淨租賃，突顯租賃業績的波動可能影響未來收益。
首席執行官提到經濟佔用率僅下降了0.1個百分點，但承認都市市場的壓力可能會影響投資組合表現。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
