Oddo BHF - Carmila SAS (CARM) Carmila : Une bonne visibilité à poursuivre une dynamique de croissance positive

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Oddo BHF

Florent Laroche-Joubert

Carmila : Une bonne visibilité à poursuivre une dynamique de croissance positive

>Galimmo, impact de +5% sur le BPA récurent toujours attendu sur 2024 / 25 - Nous avons accompagné Marie Cheval (CEO), Pierre-Yves Thirion (CFO) et Florian Godard (IR) en roadshow sur Bruxelles ce mercredi 13 novembre. Celui-ci est tout d’abord revenu sur l’intégration de Galimmo au 1er juillet (i.e. 51 sites pour 675 M€ principalement dans l’Est de la France) qui se passe comme prévu à ce stade (i.e. pas de mauvaise surprise) :Le management vise toujours un impa...

15/11/2024 1 FR

Underlying

Carmila SAS

Carmila SA, formerly Cardety SA, is a France-based company that operates in the real estate investment sector. The Company is primarily engaged in the acquisition, holding and managing of commercial real estate assets for lease. The Company's real estate assets include a supermarket under the ED brand in Forges-les-Eaux, a shopping center in Pau Lescar, a retail park in Mondeville, a shopping mall in Besancon Chalezeule, a building complex in Salaise-sur-Sanne and a business park project in Quetigny.

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FR0010828137 Euronext Paris France

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Florent Laroche-Joubert

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Carmila : Une bonne visibilité à poursuivre une dynamique de croissance positive

Carmila : Good visibility on the continuation of positive growth momentum

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/13/2024

Diageo : Diageo should continue to outperform US market, which is why we prefer it to Pernod Ricard

Bilfinger : Believe in your dreams, they will come true

ODDO : IEA report– a surplus and easing of geopolitical tensions pushing down prices

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