Report
Florent Laroche-Joubert

Argan SA : Confirmation des objectifs 2024 et discours rassurant sur la croissance future malgré les incertitudes actuelles

>Guidance RNR 2024 confirmée à 135 M€ et dividende 2024 confirmé à 3.30 € - Argan a confirmé hier soir maintenir une dynamique opérationnelle solide sur le S1 24 avec un RNR / action à 2.80 € (+2.6 % yoy) vs à 2.71 €e vs css à 2.68 € :Le résultat net récurrent (RNR) part de groupe progresse de 7% à 67 M€ sur le S1 2024 en ligne avec la croissance des revenus locatifs bruts à 98.1 M€ (soit +8% yoy dont +4.6% de révision des loyers au 1er janvier 2024) qui avait dé...
Underlying
Argan SA

Argan SA designs, builds, develops, owns, leases, and manages logistical bases and warehouses in France. Co. is also involved in land development and management, delivering turnkey projects to its customers. Co divides its activities among two categories of clients: Shipper and Logisticians. It serves shippers, manufacturers or distributors. In addition, Co. serves logisticians, operating the logistics of shippers, including Alloga, Arvato, Daher, Dartess , FM Logistic, Geodis, Kuehne & Nagel, Movianto, Neovia logistics, and XPO Logistic. Co.'s portfolio amounts to more than 1,600,000 mA2, made up of 50 logistics platforms and 9 couriers, making a total of 59 buildings.

Provider
Oddo BHF
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.

Analysts
Florent Laroche-Joubert

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