Report
Florent Laroche-Joubert

Carmila : 2024 recurring net income/share anticipated at +3.3% and new share buybacks in prospect

>Recurring net income/share at € 0.87 (+2.4% y-o-y) vs the consensus at € 0.85 - The H1 2024 figures published by Carmila were broadly in line notably with recurring net income/share of € 0.87 (+2.4% y-o-y) vs the consensus at € 0.85 and EPRA NTA down 2.4% YTD to € 23.59 vs consensus at € 22.94:Retail tenants’ sales +1% y-o-y vs +2% y-o-y for Q1 2024: Carmila explains this stabilisation by the fact that H1 2023 was marked by very unfavourable weather and tourism ...
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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