Report
Florent Laroche-Joubert

Carmila : Strong resilience set to be confirmed, notably in H2 2021

>Very strong resilience in the health crisis - We received Marie Cheval (CEO) and Pierre-Yves Thirion (CFO) in a roadshow in Paris on 6 September. A key takeaway from our discussions is that Carmila currently stands out thanks to the resilience of its portfolio and its positive letting momentum:Carmila's rental base is secured at this stage despite the health crisis. Rental activity was particularly robust in H1 2021 (541 leases signed (i.e. +40% vs H1 2019 for a...
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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