Aleš Zacha: P3 má v České republice aktuálně rozestavěno 34 000 m2

Summary

The transcript outlines the company's construction plans for the current year, highlighting a focus on customized projects rather than speculative ones. A significant project in Jeřmanice, Liberec Region, involves constructing a 17,000 square meter facility for an undisclosed client. Despite a slight market stagnation noted in the latter half of 2023, the previous year was successful, with goals met and a healthy portfolio reflected in a 3% average occupancy rate. Looking forward, the company remains optimistic about achieving success in 2024 despite the current market challenges.

Takeaways

• 😀 The company is currently focusing on speculative construction, although new speculative projects are not planned.
• 😀 They are targeting tailored construction projects, also known as built-to-suit developments.
• 😀 Ongoing speculative construction from last year is still in progress.
• 😀 Construction has begun on a custom project in Jeřmanice, Liberecký kraj, covering 17,000 square meters for a specific client.
• 😀 The name of the client for the current project cannot be disclosed yet.
• 😀 Last year was considered successful, with the company meeting its set goals.
• 😀 The market showed signs of stagnation in the second half of 2023.
• 😀 The company's portfolio remains healthy, with an average occupancy rate of about 3%.
• 😀 Despite the current market decline, the company is optimistic about a successful year in 2024.
• 😀 Overall, the company’s strategy is adapting to market conditions while pursuing growth opportunities.

Q & A

What are the company's current construction plans for this year?

The company is currently focused on speculative construction, but they do not plan any new speculative builds at this time. Instead, they are targeting custom-built projects.

What specific project is mentioned in the transcript?

The transcript mentions a custom construction project in Jeřmanice, Liberecký kraj, where the company is building 17,000 square meters for a client.

Is the name of the client for the current project disclosed?

No, the name of the client cannot be revealed at this moment.

How did the company perform last year?

Last year was successful for the company, as they achieved their set goals despite market challenges.

What market trend was observed in the second half of last year?

In the second half of last year, the market began to stagnate, indicating a slowdown.

What is the average return on investment for the company?

The company's average return on investment is about 3%, indicating a healthy portfolio.

What are the company's expectations for the current year, 2024?

Despite the current market downturn, the company expects 2024 to be a successful year.

What type of construction does the company prioritize?

The company prioritizes built-to-suit construction projects rather than speculative ones.

What was the company's strategy regarding speculative construction?

The company's strategy involves continuing with existing speculative constructions from the previous year while not planning any new ones.

What is the significance of the mentioned project in Jeřmanice?

The project in Jeřmanice is significant as it demonstrates the company's focus on custom construction and its commitment to fulfilling client-specific needs.