Report
Florent Laroche-Joubert

Argan SA : Un niveau de confiance élevé pour la poursuite d’une croissance de qualité

>EPRA NRV +12% sur 6M et dividende 2022 révisé à 3.00€ vs 2.75€ - Argan a publié hier soir des résultats semestriels supérieurs aux attentes du fait principalement d’une revalorisation plus rapide qu’attendu de son patrimoine et d’une révision à la hausse de sa guidance de dividende pour 2022 : Le résultat net récurrent / action s’établit à 2.56€ (+4% yoy) en ligne avec la trajectoire de croissance et intègre d’une part des revenus locatifs à 81.7 M€ (+7% yoy) c...
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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