Report
Florent Laroche-Joubert

Carmila : Des incertitudes face au COVID-19

>Un patrimoine particulièrement impacté par le COVID-19 - Avec un patrimoine de galeries commerciales localisé à près de 72% en France, 23% en Italie et 6% en Espagne, Carmila est aujourd’hui particulièrement impacté par la crise du COVID-19 et c’est notamment sur la base de ce constat que S&P a mis, vendredi soir, en perspective négative (vs stable) la notation BBB /A-2 de Carmila.Nous estimons de notre côté que seuls 10 à 15% environ des commerçants (pharmacies...
Underlying
Carmila SAS

Carmila SA, formerly Cardety SA, is a France-based company that operates in the real estate investment sector. The Company is primarily engaged in the acquisition, holding and managing of commercial real estate assets for lease. The Company's real estate assets include a supermarket under the ED brand in Forges-les-Eaux, a shopping center in Pau Lescar, a retail park in Mondeville, a shopping mall in Besancon Chalezeule, a building complex in Salaise-sur-Sanne and a business park project in Quetigny.

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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