Report
Florent Laroche-Joubert

Carmila : Good visibility on the continuation of positive growth momentum

>Galimmo, impact of +5% on recurring EPS still expected in 2024 and 2025 - We accompanied Marie Cheval (CEO), Pierre-Yves Thirion (CFO) and Florian Godard (IR) on a road show in Brussels on Wednesday 13 November. The road show first of all provided a recap on the integration of Galimmo from 1 July (i.e. 51 sites for € 675m mainly in eastern France) which is going to plan so far (i.e. no nasty surprises):The management still anticipates a short-term full-year impa...
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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