Cofinimmo S.A.

Cofinimmo is a fixed capital real estate investment trust. Co. specializes in rental property. Its core investment segments are office property and nursing and care institutions. The portfolio also includes a Distribution property networks segment. Most of Co.'s assets are in Belgium. The foreign part consists of nursing homes/ clinics and the MAAF agencies network in France and the Pubstone portfolio in the Netherlands. Co.'s operations are organized into four segments: Offices, Nursing homes/Clinics, Distribution property networks, and Public-Private Partnerships.
  • TickerCOFB
  • ISINBE0003593044
  • ExchangeEuronext Brussels
  • SectorReal Estate Investment Trusts
  • CountryBelgium
Florent Laroche-Joubert

Cofinimmo : Solid performance and business development prospects intact

>Solid operating performance in H1 2020 - Prolonging the H1 2020 trend, Confinimmo reported a solid operating performance for H1 2020 yesterday evening, with EPRA EPS of € 3.40 (up 5.3% y/y) vs € 3.31 expected by the consensus and EPRA Rev  NAV of € 99.81 (+4.0% y/y and -0.9% over six months) where the consensus was looking for € 99.75. As regards the topline, rental income increased 10.6% y/y on actual consolidation cope and +1.6% on a comparable basis (lfl), with th...

Florent Laroche-Joubert

Cofinimmo : Une performance solide et des perspectives de développement préservées !

>Une performance opérationnelle solide au S1 2020 - Dans la continuité du T1 2020, Cofinimmo a publié hier soir une performance opérationnelle solide avec un EPRA Earnings / action à 3.40 € (+5.3% yoy) vs 3.31 € attendus par le consensus et un ANR EPRA à 99.81 € (+4.0% yoy et -0.9% sur 6 mois) vs 99.75 € pour le consensus. Sur la topline, les revenus locatifs sont en hausse de 10.6% yoy à périmètre courant et de 1.6% à périmètre constant (pc) pour un taux d’occupation...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Valérie GASTALDY

Analyse court terme - COFINIMMO : Les cours baissent.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 103,10 €.

Valérie GASTALDY

Short term view - COFINIMMO : Falling prices.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at €103.10.

Valérie GASTALDY

Analyse court terme - COFINIMMO : Les cours baissent.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 103,10 €.

Valérie GASTALDY

Short term view - COFINIMMO : Falling prices.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at €103.10.

Jérôme VINERIER

Medium term view - COFINIMMO : The correction is gaining traction.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at €94.16.

Cofinimmo: 1 director sold

A director at Cofinimmo sold 317 shares at 128.000EUR and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board member...

Florent Laroche-Joubert

Cofinimmo : Solid performance and business development prospects intact

>Solid operating performance in H1 2020 - Prolonging the H1 2020 trend, Confinimmo reported a solid operating performance for H1 2020 yesterday evening, with EPRA EPS of € 3.40 (up 5.3% y/y) vs € 3.31 expected by the consensus and EPRA Rev  NAV of € 99.81 (+4.0% y/y and -0.9% over six months) where the consensus was looking for € 99.75. As regards the topline, rental income increased 10.6% y/y on actual consolidation cope and +1.6% on a comparable basis (lfl), with th...

Florent Laroche-Joubert

Cofinimmo : Une performance solide et des perspectives de développement préservées !

>Une performance opérationnelle solide au S1 2020 - Dans la continuité du T1 2020, Cofinimmo a publié hier soir une performance opérationnelle solide avec un EPRA Earnings / action à 3.40 € (+5.3% yoy) vs 3.31 € attendus par le consensus et un ANR EPRA à 99.81 € (+4.0% yoy et -0.9% sur 6 mois) vs 99.75 € pour le consensus. Sur la topline, les revenus locatifs sont en hausse de 10.6% yoy à périmètre courant et de 1.6% à périmètre constant (pc) pour un taux d’occupation...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Joachim Vansanten ...
  • Wido Jongman

COFINIMMO: Model update & acquisition in Belgium, remain BUY

We updated our Cofinimmo model to take into consideration COVID-19 risk, the issue of share capital (DVD & PiC) and Yday’s announced acquisition. All in all, we cut our EPRA EPS est. with about 5% for 2020-22. We didn’t change our assumptions for 2023-24. Following some small adjustments to our DCF model we calculate a new target price of € 143 (from € 136) and keep our BUY rating.

Alan Vandenberghe ...
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs
  • Wido Jongman
  • Wim Hoste

Morning Note: AKZA NA, COFB BB, MITRA BB, SIP BB

Akzo Nobel: Revenue down almost 30% in April and 20% in May Cofinimmo: Model adjustments increased target Mithra: License for Tibelia in Switzerland/Liechtenstein Sipef: Reassuring comments by the Chairman

Charles Lepetitpas ...
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2020

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Charles Lepetitpas ...
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2020

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Alain William ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 04/29/2020

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By reducing its risk exposure, COFINIMMO improves to Slightly Positive

COFINIMMO (BE), a company active in Real Estate Investment Trusts, reduces its risk exposure and improves its general evaluation despite the loss of a fundamental star(s). The independent financial analyst theScreener has removed a fundamental star(s) of the title, which now shows 1 out of 4 stars; conversely, its market risk is now considered lower and can be described as defensive. Despite the loss of a star, theScreener upgrades the general evaluation of the title to Slightly Positive. As of the analysis date May 1, 2020, the closing price was EUR 127.00 and its potential was estimated at E...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Cofinimmo - AGM 08 May 2019

Mr. Xavier Denis, Chief Operating Officer and Director of the Group, resigned from his position as Director on 21 May 2018, and from his position as Chief Operating Officer on 31 May 2018. Under ITEM 2, the board seeks shareholder approval of the remuneration report for the financial year 2018. We note that the Company does not have a long-term incentive plan in place, it has a discretionary stock option plan. Furthermore, this plan does not operate clearly disclosed performance conditions. Hence, ECGS recommends to OPPOSE. Under ITEM 9, the board seeks shareholder approval for new nominee B...

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