Report
Florent Laroche-Joubert

Argan SA : Un bon candidat pour faire partie de nos top picks sectoriels

>Confiant et optimiste pour délivrer une croissance de qualité - Nous avons reçu cette semaine Jean-Claude Le Lan (Président-Fondateur), Aymar de Germay (Nouveau Secrétaire Général), Francis Albertinelli (CFO) et Stephane Saatdjian (Head of IR) pour leur roadshow parisien suite à la publication de leurs résultats semestriels.Nous retenons de nos échanges qu’Argan est confiant pour maintenir une croissance de qualité en dépit d’un environnement économique plus dif...
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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