Redressement du résultat en cours - NEUTRE - OC 16,5€
La publication semestrielle confirme le redressement du résultat, tant par les investissements des 18 derniers mois que par la réduction des pertes chez Banimmo. Les valeurs d’actifs sont en revanche en légère baisse à périmètre constant en raison d’effets loyers négatifs probablement liés à des sorties de locataires. La société reste quoi qu’il en soit confiante quant à sa capacité de distribuer un dividende annuel de 1€. Concernant les intentions de rapprochement d’Opupelus, il ne semble pas y avoir d’avancée notable à ce stade. L’intérêt spéculatif est réel mais il n’est pas évident qu’une issue rapide soit trouvée. Opinion Neutre et objectif de 16,5€ à un an maintenus.Affine is a property company specializing in commercial property. Co. is engaged in real estate activities and leasing activities. Co.'s activities are divided into four poles: a Parisian pole (offices), and 3 regional poles (offices, retail, warehouses & industrials). Office premises in French regions represent 43% of the portfolio and contain major assets such as the Lille Europe tower; Retail focuses on commercial properties, which consist chiefly of city-centre retail areas; and Warehouses and Industrials represents the logistics properties of the Affine group, including several types of platform, most of these being bi-modal (rail/road).
Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.
Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.
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