ARBITRAGE BUY SIMON PROPERTY GROUP SELL EQUINIX
In my opinion SPG has lost way to much according to other market participants.
The brightest difference is to see compared to Equinix.
Here the core figures
SPG , PE RATIO 29, DIVIDEND 3,71
EQUINIX , PE RATIO 234, DIVIDEND 1.96
ASSUMING PROBLEMS ON LARGE SCALE WITH PROPERTIES IN US I THINK INVESTORS WILL RECOGNISE MASSIVE INCREASE IN EQUINIX VS MARKET NO 1 IN CAPITALISATION SPG
The brightest difference is to see compared to Equinix.
Here the core figures
SPG , PE RATIO 29, DIVIDEND 3,71
EQUINIX , PE RATIO 234, DIVIDEND 1.96
ASSUMING PROBLEMS ON LARGE SCALE WITH PROPERTIES IN US I THINK INVESTORS WILL RECOGNISE MASSIVE INCREASE IN EQUINIX VS MARKET NO 1 IN CAPITALISATION SPG
Commentaire:
Massive gap should be at least halved within 4-5 months