20:02 19/07/2010 Panmure Gordon
From UK-Analyst:

"Panmure Gordon reiterated its 'buy' stance for Land Securities (LAND) ahead of a 'busy week' for the REIT.

The broker believes the central London office market remains one of the most attractive market segments for rental growth opportunities - "Land Securities has significant exposure here and looks well placed to benefit from rising rents in our view."

It added that the "company’s shares look good value in our view, trading on a 0.77x PNAV multiple and offering a 4.9% dividend yield based on respective March 2011 forecasts. We remain buyers with a target price of 656p." Land Securities finished 4.5p firmer at 577.5p"

nk By nk1999
12:54 02/02/2010 Double-digit rental growth for London offices in 2010
http://www.propertyweek.com/story.asp?sectioncode=297&storycode=3157341&c=1 By sky_lark
17:35 14/01/2010 Re: UPGRADED
14 Jan 2010 - 06:52

<b>Jan 14 (Reuters)</b> - UK REITs: * Nomura cuts UK reits sector view to bearish from neutral * Nomura raises British Land price target to 477P from 399P * Nomura raises Derwent London price target to 1296P from 1017P * Nomura raises Great Portland price target to 297P from 255P * Nomura raises Hammerson price target to 427P from 362P * <b>Nomura raises Land Securities price target to 709P from 633P</b> * Nomura raises Liberty International PLC price target to 496P from

382P * Nomura cuts London & Stamford price target to 128P from 132P * Nomura raises SEGRO Plc price target to 379P from 325P * Nomura raises Shaftesbury PLC price target to 444P from 303P

By candlesticks
13:45 13/01/2010 Re: UPGRADED
Another buy reco out today..

13-Jan-10 Land Securities Group LAND Bank of America Buy By candlesticks
8:13 13/01/2010 Re: Solid Looking TA For Land Securities
Broker update late yesterday...

Land Securities Group Financial Buy 740 688.5 7.5% BofAML

Target 740p.
By candlesticks
19:59 12/01/2010 Solid Looking TA For Land Securities
<b>LAND - LAND SECURITIES trading statement tuesday 19/1/2010</b>

http://charting.webs.com/land%20securities.JPG
Fundies Backup..

11-Jan-10 Land Securities Group LAND Goldman Sachs Buy 693.50p 750.00p 801.00p Reiteration

new target 801p


By candlesticks
7:05 11/01/2010 UPGRADED
GOLDMAN SACHS UPGRADE

GOOD NEWS LOOKING POSITIVE FOR 2010 By Miitch
17:22 01/01/2010 Re: Change in sentiment?
Agreed. here is a link to recent article in FT the other day supporting your post.

http://www.ft.com/cms/s/0/1815c834-f4e2-11de-9cba-00144feab49a.html?nclick_check=1
By commercia
14:17 01/01/2010 Change in sentiment?
Hopefully this is a change in sentiment, with others in the commercial property sector also gaining ground.

Looking for confirmation by higher volume and a rising price on Monday. By DawnyR
23:52 22/12/2009 Re: Scrip Divi
I think that the recent (small) positive sentiment has taken a hit in the past month or so, and markets have fallen, but there are lots of big investors with cash positions who don't want to be the one to miss out on the next big push.

I expect to see bigger volumes in the new year, and sectors that have been depressed due to adverse sentiment will be in favour. It won't take much good news to raise the commerial property sector.

All speculation, but if I had certainty, I'd be a millionaire by now. By DawnyR
21:53 22/12/2009 Re: Scrip Divi
hiya

I am a holder for the last 12 months so hurting a bit still on current price. Im interested to know what supports your statement? Naturally I would be delighted if Landsec go past £7.50 which is my breakeven point but I am still concerned that Commerical prices are still high and rental yields under pressue with defaulting tenants.

thanks
Commerica By commercia
22:03 21/12/2009 Scrip Divi
640p may look very good value by mid-January. By DawnyR
20:39 07/12/2009 Re: Why this is good for the long term
Which is just as well, because there is a massive glut of unlet residential property together with the fact that the house price to incomes ratio is still close to 5, when the 100 year average is 3+. Which way do you think house prices will go in the next 5-10 years? Simple mathematics! In fact it's not so simple - if interest rates rise, which could be an immediate effect of a fall in government bond prices as yields have to rise to attract more buyers of the bonds to meet government debt.
When this happens (not if) and taxes increase, we will see a further squeeze on disposable incomes and less money available for property purchases.
Japan had an asset bubble not too disimilar to the UK in 1989. Japan has a tight land situation and the same arguments of shortage of property were used. What happened to residential property in Japan over the next 20 years? - (lost 2 decades) - I think it fell 75%.
It's a pretty bold assumption that the UK residential property market will recover in a quasi cyclical fashion that we are so used to.
If commercial property is being destroyed because of extraneous business rates introduced by an unthinking Mr Brown, we can only hope that the impact will be positive on the commercial side for those that remain.
Land securities appears to have value in it, but it's a nervous one at best. By gamesinvestor
14:52 30/11/2009 GORDON IS A MORON, by Vernon Coleman
Has anyone read this book? It was mentioned to me and I bought a copy, together with a copy of What Happens Next. Having read both over the weekend, I can only suggest that investors, and anyone in business, should read it. There are some very interesting takes on the property sector, albeit mainly residential.

It tends not to be available in mainstream bookshops having been deemed a bit too inflammatory, but you can get it from Amazon.

Happy reading and good luck!

SP2 By SP2
10:53 27/11/2009 Re: Bought today
I am going to wait and see how the fallout develops. I am not convinced this is the last default for the region and the demand for property out there has fallen off a cliff...it may yet have a greater impact on the markets...not wishing to be a spoil sport of course! By BishopofWells