Report
Florent Laroche-Joubert

Argan SA : Guidance 2023 confirmée avant la publication prochaine de la nouvelle stratégie ESG

>Revenus locatifs sur 9M 23 à 137 M€ (+12% yoy) et RNR 2023 toujours attendu à 124 M€ (+4%) - Les revenus locatifs d’Argan s’établissent à 137.2 M€ sur 9M 23 (vs 137.1 M€e), soit une hausse de 12% yoy et de 1.3% qoq. Cette hausse s’explique par l’effet en année pleine des livraisons de 2022, les loyers des entrepôts livrés sur 9M 23 ainsi que par l’indexation des loyers en janvier 2023 (+4% attendus en moyenne sur 2023) alors que le patrimoine est toujours occupé à 10...
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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